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
Michael Fiock Michael Fiock's Charles Schwab Experience 2014 - Present
Job Retirement Plan Services Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Albertsons May 2008 - November 2013
Skills
401k, General Securities..., Qualified Retirement..., Retirement Plan..., Securities, Accounting, Auditing, Business Communications, Customer Service, Finance, Internal Controls, Project Management, Teamwork
Education
Northern Arizona University
Bachelor's Degree, Accounting, 3.80
Charles Schwab 2014 - Present
Albertsons May 2008 - November 2013
Skills
401k, General Securities..., Qualified Retirement..., Retirement Plan..., Securities, Accounting, Auditing, Business Communications, Customer Service, Finance, Internal Controls, Project Management, Teamwork
Education
Northern Arizona University
Bachelor's Degree, Accounting, 3.80
Andrew Reinhardt, CFP® Andrew Reinhardt, CFP®'s Charles Schwab Experience January 2000 - December 2003
Job Managing Director at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors November 2014 - Present
Brophy College Preparatory 2014 - Present
Capital Investment Counsel January 2014 - November 2014
Capital Investment Counsel January 2012 - December 2013
Capital Investment Counsel May 2004 - December 2011
Hackett Investment Advisors April 2004 - June 2007
Charles Schwab January 2000 - December 2003
Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement, Asset Management, Investment Management, Retirement Planning, High Net Worth..., Financial Services, Wealth, Investment Advisory..., Retirement Savings, Estate Tax Planning
Education
Northern Arizona University, College of Business Administration 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Beacon Pointe Wealth Advisors November 2014 - Present
Brophy College Preparatory 2014 - Present
Capital Investment Counsel January 2014 - November 2014
Capital Investment Counsel January 2012 - December 2013
Capital Investment Counsel May 2004 - December 2011
Hackett Investment Advisors April 2004 - June 2007
Charles Schwab January 2000 - December 2003
Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement, Asset Management, Investment Management, Retirement Planning, High Net Worth..., Financial Services, Wealth, Investment Advisory..., Retirement Savings, Estate Tax Planning
Education
Northern Arizona University, College of Business Administration 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Gerardo Arvizu Gerardo Arvizu's Charles Schwab Experience July 2013 - July 2014
Job IT Support Technician at Zenefits
Industry Information Technology and Services
Experience
Zenefits June 2015 - Present
State Farm August 2014 - March 2015
Charles Schwab July 2013 - July 2014
U.S. Geological Survey (USGS) November 2010 - April 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Databases, Data Entry, Access, C#, SQL, Technical Support, Windows 7 Migration, Help Desk Support, Software Installation, Networking, Troubleshooting, Operating Systems, Active Directory, Hardware, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Computer Information Systems
Zenefits June 2015 - Present
State Farm August 2014 - March 2015
Charles Schwab July 2013 - July 2014
U.S. Geological Survey (USGS) November 2010 - April 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Databases, Data Entry, Access, C#, SQL, Technical Support, Windows 7 Migration, Help Desk Support, Software Installation, Networking, Troubleshooting, Operating Systems, Active Directory, Hardware, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Computer Information Systems
Deb Demello Deb Demello's Charles Schwab Experience June 2013 - September 2015
Job Sr. Consultant at Future State Inc.
Industry Financial Services
Experience
Future State Inc. September 2015 - Present
Charles Schwab June 2013 - September 2015
TEKsystems July 2012 - June 2013
3 Wishes Consulting March 2011 - June 2013
Randstad April 2012 - June 2012
Randstad September 2011 - April 2012
Randstad June 2011 - July 2011
Autodesk May 2010 - February 2011
Autodesk October 2007 - May 2010
Sage Software May 2006 - December 2006
Skills
Six Sigma, Business Process..., Sales Operations, Facilitators, M&A experience, Non-profit Leadership, Sales Operations..., Six Sigma Certified, Expert Facilitator, Agile Methodolgy, Pegasystems PRPC, Program Management, Cross-functional Team..., Management, Product Management, Leadership, Strategy, Business Process, Integration, Agile Methodologies, Management Consulting, Vendor Management, Mergers & Acquisitions, Business Analysis, Facilitation, Sales, SaaS, Operations Management, SDLC, Salesforce.com, Data Analysis, Software Documentation, Professional Services, Process Improvement, Enterprise Software, Project Management, CRM, Consulting, Software Project..., Analysis, Strategic Partnerships, Business Intelligence, Strategic Planning, Requirements Analysis, Business Development, Change Management
Education
St. Cloud State University - Herberger Business School 1988 — 1991
Bachlor of Science
Northwestern College
Future State Inc. September 2015 - Present
Charles Schwab June 2013 - September 2015
TEKsystems July 2012 - June 2013
3 Wishes Consulting March 2011 - June 2013
Randstad April 2012 - June 2012
Randstad September 2011 - April 2012
Randstad June 2011 - July 2011
Autodesk May 2010 - February 2011
Autodesk October 2007 - May 2010
Sage Software May 2006 - December 2006
Skills
Six Sigma, Business Process..., Sales Operations, Facilitators, M&A experience, Non-profit Leadership, Sales Operations..., Six Sigma Certified, Expert Facilitator, Agile Methodolgy, Pegasystems PRPC, Program Management, Cross-functional Team..., Management, Product Management, Leadership, Strategy, Business Process, Integration, Agile Methodologies, Management Consulting, Vendor Management, Mergers & Acquisitions, Business Analysis, Facilitation, Sales, SaaS, Operations Management, SDLC, Salesforce.com, Data Analysis, Software Documentation, Professional Services, Process Improvement, Enterprise Software, Project Management, CRM, Consulting, Software Project..., Analysis, Strategic Partnerships, Business Intelligence, Strategic Planning, Requirements Analysis, Business Development, Change Management
Education
St. Cloud State University - Herberger Business School 1988 — 1991
Bachlor of Science
Northwestern College
Leland Fallon's Charles Schwab Experience July 2006 - July 2008
Job Financial Advisor, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Cory Bailey's Charles Schwab Experience September 2015 - Present
Job Associate Network Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab June 2015 - August 2015
Amazon October 2014 - January 2015
Fry's Food and Drug 2009 - 2013
Skills
Python, Microsoft Office, Outlook, Customer Service, Teamwork, Computer Hardware, Microsoft Excel, Leadership, Microsoft Word, Windows Server, Time Management, Microsoft Visual Studio..., HTML, C#, Linux, SQL, Retail, Social Media, Communication, Process Improvement, Project Management, SAP, Databases
Education
Northern Arizona University-The W. A. Franke College of Business 2013 — 2016
Bachelor’s Degree, Computer/Information Technology Administration and Management, 3.5
Charles Schwab September 2015 - Present
Charles Schwab June 2015 - August 2015
Amazon October 2014 - January 2015
Fry's Food and Drug 2009 - 2013
Skills
Python, Microsoft Office, Outlook, Customer Service, Teamwork, Computer Hardware, Microsoft Excel, Leadership, Microsoft Word, Windows Server, Time Management, Microsoft Visual Studio..., HTML, C#, Linux, SQL, Retail, Social Media, Communication, Process Improvement, Project Management, SAP, Databases
Education
Northern Arizona University-The W. A. Franke College of Business 2013 — 2016
Bachelor’s Degree, Computer/Information Technology Administration and Management, 3.5
James Takacs James Takacs's Charles Schwab Experience August 2015 - Present
Job Student at Northern Arizona University
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Lake Pleasant Marina February 2012 - August 2013
Kimbrell Electric May 2008 - August 2010
Education
Northern Arizona University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Northern Arizona University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing
Charles Schwab August 2015 - Present
Lake Pleasant Marina February 2012 - August 2013
Kimbrell Electric May 2008 - August 2010
Education
Northern Arizona University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Northern Arizona University 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Marketing
Krissy Puleo Krissy Puleo's Charles Schwab Experience February 2015 - Present
Job Managing Director Service Management Office
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab September 2012 - Present
Skills
IT Management, Information Security..., Integration, Vendor Management, Disaster Recovery, Program Management, IT Service Management, Data Center, PMP, Process Improvement
Education
Northern Arizona University 1992 — 1995
Bachelor's degree, Information Technology
Charles Schwab February 2015 - Present
Charles Schwab September 2012 - Present
Skills
IT Management, Information Security..., Integration, Vendor Management, Disaster Recovery, Program Management, IT Service Management, Data Center, PMP, Process Improvement
Education
Northern Arizona University 1992 — 1995
Bachelor's degree, Information Technology
Kevin Cypert Kevin Cypert's Charles Schwab Experience July 1999 - February 2011
Job Sales Supervision Principal at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group February 2015 - Present
BancArizona Investment Center May 2014 - September 2014
E*TRADE Financial March 2011 - May 2014
Charles Schwab July 1999 - February 2011
Skills
Series 7, Banking, Uniform Combined State..., Series 65, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation
Education
University of Phoenix 1995 — 1997
Masters Degree, Business Administration and Management, General
Northern Arizona University 1984 — 1988
Bachelor's degree
Brophy College Preparatory 1980 — 1984
High School Diploma
AIG Advisor Group February 2015 - Present
BancArizona Investment Center May 2014 - September 2014
E*TRADE Financial March 2011 - May 2014
Charles Schwab July 1999 - February 2011
Skills
Series 7, Banking, Uniform Combined State..., Series 65, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Series 63, Investments, Asset Allocation
Education
University of Phoenix 1995 — 1997
Masters Degree, Business Administration and Management, General
Northern Arizona University 1984 — 1988
Bachelor's degree
Brophy College Preparatory 1980 — 1984
High School Diploma
Jonathan Wojtkun Jonathan Wojtkun's Charles Schwab Experience April 2014 - Present
Job Senior Technology Consultant
Industry Information Technology and Services
Experience
Charles Schwab April 2014 - Present
Wingate Wealth Advisors January 2007 - April 2014
IKEA Massachusetts June 2005 - January 2007
MIT Lincoln Laboratory June 2002 - June 2004
Skills
Salesforce.com..., Salesforce.com, Business Analysis, Help Desk Support, Project Management, Cloud Computing, Microsoft Office, Windows, Disaster Recovery, XP, System Administration, Security, Windows 7, Virtualization, Information Technology, Training, Troubleshooting
Education
Northeastern University 2000 — 2005
BS, Computer Engineering Technology
Charles Schwab April 2014 - Present
Wingate Wealth Advisors January 2007 - April 2014
IKEA Massachusetts June 2005 - January 2007
MIT Lincoln Laboratory June 2002 - June 2004
Skills
Salesforce.com..., Salesforce.com, Business Analysis, Help Desk Support, Project Management, Cloud Computing, Microsoft Office, Windows, Disaster Recovery, XP, System Administration, Security, Windows 7, Virtualization, Information Technology, Training, Troubleshooting
Education
Northeastern University 2000 — 2005
BS, Computer Engineering Technology
Mark Brownell Mark Brownell's Charles Schwab Experience October 2013 - Present
Job Associate Software Appl Engineer
Industry Computer Software
Experience
Charles Schwab October 2013 - Present
Skills
Eclipse, Java, Pega PRPC, jQuery, Perl, PHP, Python, Lisp, Linux, Windows, Mac OS X, NetBeans, CodeBlocks, Backbone.js, ABAP, SAP R/3, Android Development, XML, MySQL, RESTful architecture, CSS, HTML
Education
Northern Arizona University 2007 — 2012
Bachelor's degree, Computer Science
Charles Schwab October 2013 - Present
Skills
Eclipse, Java, Pega PRPC, jQuery, Perl, PHP, Python, Lisp, Linux, Windows, Mac OS X, NetBeans, CodeBlocks, Backbone.js, ABAP, SAP R/3, Android Development, XML, MySQL, RESTful architecture, CSS, HTML
Education
Northern Arizona University 2007 — 2012
Bachelor's degree, Computer Science
Andrew Burk Andrew Burk's Charles Schwab Experience December 2013 - Present
Job Associate Software Application Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2013 - Present
ResultsPositive March 2012 - October 2013
Skills
Technical Support, Customer Support, Customer Service, Information Technology, Microsoft Technologies, Project Portfolio...
Education
University of Phoenix 2010 — 2011
BSIT, Computer and Information Sciences, General
Northern Arizona University 2009 — 2010
Charles Schwab December 2013 - Present
ResultsPositive March 2012 - October 2013
Skills
Technical Support, Customer Support, Customer Service, Information Technology, Microsoft Technologies, Project Portfolio...
Education
University of Phoenix 2010 — 2011
BSIT, Computer and Information Sciences, General
Northern Arizona University 2009 — 2010
Denys Baskov Denys Baskov's Charles Schwab Experience June 2015 - August 2015
Job Software Developer Intern at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2015 - August 2015
Enterprise Rent-A-Car August 2012 - November 2012
HEB October 2011 - August 2012
BJ's Wholesale Club May 2007 - August 2011
Skills
Computer Science, Java, C++, SQL, C, Debugging Code, Map-Reduce Programming, Big Data Programming, Hadoop, Spark, HTML5, CSS, ASP.NET, C#, Computer Hardware, Programming, Customer Service, Retail
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Computer Science, 3.65
Northern Virginia Community College 2009 — 2011
Associate of Science, Computer Science, 3.57
Charles Schwab June 2015 - August 2015
Enterprise Rent-A-Car August 2012 - November 2012
HEB October 2011 - August 2012
BJ's Wholesale Club May 2007 - August 2011
Skills
Computer Science, Java, C++, SQL, C, Debugging Code, Map-Reduce Programming, Big Data Programming, Hadoop, Spark, HTML5, CSS, ASP.NET, C#, Computer Hardware, Programming, Customer Service, Retail
Education
The University of Texas at Austin 2011 — 2015
Bachelor’s Degree, Computer Science, 3.65
Northern Virginia Community College 2009 — 2011
Associate of Science, Computer Science, 3.57
Matthew Meier, MBA Matthew Meier, MBA's Charles Schwab Experience 2008 - 2010
Job Banner Health
Industry Hospital & Health Care
Experience
Banner Health 2015 - Present
Canyon Capital Advisors 2013 - 2014
US bank 2010 - 2013
Charles Schwab 2008 - 2010
Skills
Financial Modeling, Leadership, Financial Analysis, Portfolio Management, Sarbanes-Oxley Act, Banking, Finance, Financial Statement..., Corporate Finance, Hedge Funds, Asset Management, Investments, Financial Services, Analysis, Mutual Funds
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Finance
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), Finance
CPA
CPA candidate, Accounting
Banner Health 2015 - Present
Canyon Capital Advisors 2013 - 2014
US bank 2010 - 2013
Charles Schwab 2008 - 2010
Skills
Financial Modeling, Leadership, Financial Analysis, Portfolio Management, Sarbanes-Oxley Act, Banking, Finance, Financial Statement..., Corporate Finance, Hedge Funds, Asset Management, Investments, Financial Services, Analysis, Mutual Funds
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Finance
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), Finance
CPA
CPA candidate, Accounting
Chuck Bradford Chuck Bradford's Charles Schwab Experience February 2015 - Present
Job Strategic content manager, expert copyeditor, passionate word nerd
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Skills
Editing, Copy Editing, Technical Writing, Proofreading, Web Content, Marketing Communications, Public Relations, Publications, Project Management, Editorial Calendars, Web Design, Research, Blogging, Marketing, Newsletters, Writing, Public Speaking, Leadership, Management, Social Media
Education
The University of Texas at Austin 2001 — 2004
MA, English
Northwestern State University 1994 — 1999
BA, Liberal Arts
The University of Texas at Austin
Principles of Marketing Certificate Program
Charles Schwab February 2015 - Present
Skills
Editing, Copy Editing, Technical Writing, Proofreading, Web Content, Marketing Communications, Public Relations, Publications, Project Management, Editorial Calendars, Web Design, Research, Blogging, Marketing, Newsletters, Writing, Public Speaking, Leadership, Management, Social Media
Education
The University of Texas at Austin 2001 — 2004
MA, English
Northwestern State University 1994 — 1999
BA, Liberal Arts
The University of Texas at Austin
Principles of Marketing Certificate Program
Michael D. Heavey Michael D. Heavey's Charles Schwab Experience January 2004 - December 2005
Job Middleware Account Manager at Oracle
Industry Computer Software
Experience
Oracle April 2015 - Present
Fidelity Investments June 2014 - March 2015
MFS Investment Management December 2005 - August 2012
Charles Schwab January 2004 - December 2005
Skills
Information Technology, Financial Modeling, Series 7, Series 63, Series 65, Mutual Funds, Sales Process, Investment Strategies, Alternative Investments, Separately Managed..., Financial Analysis, Investment Advisory, Wealth Management, Sales Presentations, Asset Management, Investments, Financial Advisory, Finance
Education
Northeastern University 2010 — 2012
B. S. Finance and Accounting Management, Accounting and Finance
Investment Banking Institute 2013 — 2013
Oracle April 2015 - Present
Fidelity Investments June 2014 - March 2015
MFS Investment Management December 2005 - August 2012
Charles Schwab January 2004 - December 2005
Skills
Information Technology, Financial Modeling, Series 7, Series 63, Series 65, Mutual Funds, Sales Process, Investment Strategies, Alternative Investments, Separately Managed..., Financial Analysis, Investment Advisory, Wealth Management, Sales Presentations, Asset Management, Investments, Financial Advisory, Finance
Education
Northeastern University 2010 — 2012
B. S. Finance and Accounting Management, Accounting and Finance
Investment Banking Institute 2013 — 2013
Michelle Palermo Michelle Palermo's Charles Schwab Experience June 2013 - Present
Job DirectorAdvisor Services, Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Education
Northern Arizona University
University of Southern California
Charles Schwab June 2013 - Present
Education
Northern Arizona University
University of Southern California
Pattie Fessler's Charles Schwab Experience August 2015 - Present
Job Sr. Talent Advisor at Charles Schwab via Randstad
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Baystate Health February 2015 - August 2015
Seagate Technology May 2013 - February 2015
Charles Schwab August 2012 - April 2013
Matrix Medical Network January 2011 - May 2012
Banner Health February 2010 - August 2010
McKesson Health Solutions 2009 - 2010
Humana Inc. 2007 - 2009
Adecco 2003 - April 2007
Skills
Talent Acquisition, Hiring, Talent Management, Interviewing, Benefits, Pharmacy Recruiting, Financial Services..., Technical Recruiting, Full-cycle Recruiting, Executive Recruiting, Health Care Recruiting, Workforce Planning, Project Management, Labor Market, execution of large..., Competency Based..., IT Recruitment, Talent Advisor, HR Consulting, Employee Benefits, Recruiting, Executive Search, SDLC, Sourcing, Interviews, Employee Relations, Resume Writing, College Recruiting, Onboarding, Temporary Placement, Pharmacy Benefit..., Human Resources, Internet Recruiting, HRIS, Management, Personnel Management, Performance Management, Coaching, Job Fairs, Applicant Tracking..., Screening Resumes, Training, Vendor Management, Screening, Staffing Services, Taleo, Employer Branding, Benefits Negotiation, Contract Recruitment, Leadership
Education
Northern Arizona University
Bachelor's Degree, Education/ Psychology
The Ohio State University
Education/ Psychology
Charles Schwab August 2015 - Present
Baystate Health February 2015 - August 2015
Seagate Technology May 2013 - February 2015
Charles Schwab August 2012 - April 2013
Matrix Medical Network January 2011 - May 2012
Banner Health February 2010 - August 2010
McKesson Health Solutions 2009 - 2010
Humana Inc. 2007 - 2009
Adecco 2003 - April 2007
Skills
Talent Acquisition, Hiring, Talent Management, Interviewing, Benefits, Pharmacy Recruiting, Financial Services..., Technical Recruiting, Full-cycle Recruiting, Executive Recruiting, Health Care Recruiting, Workforce Planning, Project Management, Labor Market, execution of large..., Competency Based..., IT Recruitment, Talent Advisor, HR Consulting, Employee Benefits, Recruiting, Executive Search, SDLC, Sourcing, Interviews, Employee Relations, Resume Writing, College Recruiting, Onboarding, Temporary Placement, Pharmacy Benefit..., Human Resources, Internet Recruiting, HRIS, Management, Personnel Management, Performance Management, Coaching, Job Fairs, Applicant Tracking..., Screening Resumes, Training, Vendor Management, Screening, Staffing Services, Taleo, Employer Branding, Benefits Negotiation, Contract Recruitment, Leadership
Education
Northern Arizona University
Bachelor's Degree, Education/ Psychology
The Ohio State University
Education/ Psychology
Garett Feldkamp, CWS's Charles Schwab Experience 2007 - December 2010
Job Wealth Management Advisor at The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
The Private Client Reserve of U.S. Bank October 2013 - Present
KeyBank October 2011 - October 2013
Bank of America Merrill Lynch December 2009 - October 2011
Charles Schwab 2007 - December 2010
Fidelity Investments December 2006 - December 2007
Fidelity Investments June 1999 - December 2006
UNION CENTRAL INS. AND INVESTMENTS October 1997 - June 1999
Fifth Third Bank July 1996 - October 1997
Skills
Account Management, Performance Management, Benefits Administration, Practice Management, Financial Services, Leadership, Succession Planning, Series 63, Series 7, 401k, Mutual Funds, Retirement Planning, Securities, Wealth Management, Portfolio Management, Cash Management, Investment Advisory, Finance, Retirement, Investments, Financial Planning
Education
Northern Kentucky University 2001 — 2005
MBA, Master, Business Administration
University of Kentucky 1992 — 1996
BBA, Business Management
Dave Janka Dave Janka's Charles Schwab Experience April 2013 - March 2015
Job Brand identity consultant and production designer
Industry Marketing and Advertising
Experience
Charles Schwab April 2013 - March 2015
Landor Associates 2003 - 2013
Self-employed June 1999 - June 2003
Landkamer Partners May 1997 - May 1999
Skills
Brand Architecture, Corporate Branding, Creative Direction, Branding & Identity, Graphic Design, Posters, Corporate Identity, Brand Development, Integrated Marketing, Creative Strategy, Collateral, Concept Development, Art Direction, Brand Management, Brand Implementation, Brand Awareness, Brochures, User Experience, Logo Design, Adobe Creative Suite, Copywriting, InDesign, Adobe Acrobat
Education
Northwestern University
Bachelor of Arts (B.A.), History
Charles Schwab April 2013 - March 2015
Landor Associates 2003 - 2013
Self-employed June 1999 - June 2003
Landkamer Partners May 1997 - May 1999
Skills
Brand Architecture, Corporate Branding, Creative Direction, Branding & Identity, Graphic Design, Posters, Corporate Identity, Brand Development, Integrated Marketing, Creative Strategy, Collateral, Concept Development, Art Direction, Brand Management, Brand Implementation, Brand Awareness, Brochures, User Experience, Logo Design, Adobe Creative Suite, Copywriting, InDesign, Adobe Acrobat
Education
Northwestern University
Bachelor of Arts (B.A.), History
Ryan Arias's Charles Schwab Experience April 2014 - Present
Job Legal Specialist at Charles Schwab
Industry Law Practice
Experience
Charles Schwab April 2014 - Present
Deloitte January 2013 - April 2014
Philip M. Andersen & Associates (State Farm CLC) August 2012 - December 2012
District Attorney’s Office September 2011 - December 2011
United Nations Nuclear Arms & Disarmament Diplomacy July 2011 - August 2011
Meg Munn MP January 2011 - April 2011
Law Offices of Jeffrey Golkin January 2010 - July 2010
Cetrulo & Capone LLP January 2009 - July 2009
Skills
Microsoft Excel
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Philosophy; Law and Ethics
Charles Schwab April 2014 - Present
Deloitte January 2013 - April 2014
Philip M. Andersen & Associates (State Farm CLC) August 2012 - December 2012
District Attorney’s Office September 2011 - December 2011
United Nations Nuclear Arms & Disarmament Diplomacy July 2011 - August 2011
Meg Munn MP January 2011 - April 2011
Law Offices of Jeffrey Golkin January 2010 - July 2010
Cetrulo & Capone LLP January 2009 - July 2009
Skills
Microsoft Excel
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Philosophy; Law and Ethics
Julian Corles Julian Corles's Charles Schwab Experience 2011 - 2012
Job Owner/Manager at Janey's Coffee House
Industry Hospitality
Experience
Janey's Coffee House 2014 - Present
CS Group 2012 - 2013
Charles Schwab 2011 - 2012
Charles Schwab 2010 - 2011
Progressive Insurance 2008 - 2009
Progressive Insurance 2005 - 2008
Progressive Insurance 2002 - 2005
Progressive Insurance 2000 - 2002
Discount Package Supply 1998 - 2000
Skills
Customer Relations, Financial Planning, Excel, Sales Management, Insurance Claims, Project Management, Scheduling, Client Development, Budgeting, Inside Sales, Estimating, Strategic Financial..., Process Scheduler, Budgets, Customer Service, Microsoft Excel, Insurance, Management, Training, Negotiation, Career Counseling, Interviews, Recruiting, Team Building, Change Management, Process Improvement, Leadership, Networking, Program Management, Human Resources, Employee Relations, Strategic Planning, Performance Management, Project Planning, Business Development, Coaching, Account Management, Talent Acquisition, Software Documentation, Customer Satisfaction, Call Centers, Executive Search, Hiring, Outlook, Team Leadership, Forecasting, Employee Training, Organizational...
Education
Northern Arizona University, College of Business Administration
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Janey's Coffee House 2014 - Present
CS Group 2012 - 2013
Charles Schwab 2011 - 2012
Charles Schwab 2010 - 2011
Progressive Insurance 2008 - 2009
Progressive Insurance 2005 - 2008
Progressive Insurance 2002 - 2005
Progressive Insurance 2000 - 2002
Discount Package Supply 1998 - 2000
Skills
Customer Relations, Financial Planning, Excel, Sales Management, Insurance Claims, Project Management, Scheduling, Client Development, Budgeting, Inside Sales, Estimating, Strategic Financial..., Process Scheduler, Budgets, Customer Service, Microsoft Excel, Insurance, Management, Training, Negotiation, Career Counseling, Interviews, Recruiting, Team Building, Change Management, Process Improvement, Leadership, Networking, Program Management, Human Resources, Employee Relations, Strategic Planning, Performance Management, Project Planning, Business Development, Coaching, Account Management, Talent Acquisition, Software Documentation, Customer Satisfaction, Call Centers, Executive Search, Hiring, Outlook, Team Leadership, Forecasting, Employee Training, Organizational...
Education
Northern Arizona University, College of Business Administration
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Nate Moyer Nate Moyer's Charles Schwab Experience November 2006 - November 2011
Job Chairman Government Affairs at Scottsdale Area Association of REALTORS®
Industry Real Estate
Experience
Scottsdale Area Association of REALTORS® January 2014 - Present
Realty ONE Group January 2012 - Present
Scottsdale Stonebrook April 2013 - Present
Scottsdale Area Association of REALTORS® April 2012 - January 2014
Silvertree Homeowners Association June 2011 - August 2012
Charles Schwab November 2006 - November 2011
Skills
Real Estate Transactions, Corporate Finance, Negotiating Contracts, Real Estate, Investment Properties, Residential Homes, Investments, Negotiation, Short Sales, Investors, Strategic Planning, Due Diligence, Budgets, Financial Analysis, Business Development, Marketing, Business Planning, Customer Service, Marketing Strategy, Sales, Market Analysis, Salesforce.com, Risk Management, Contract Negotiation, Foreclosures, Management
Education
Arizona School of Real Estate & Business (ASREB) 2011 — 2011
License, Real Estate
Northern Arizona University 2003 — 2006
Bachelor's degree, Advertising
DMHS 1997 — 2001
Scottsdale Area Association of REALTORS® January 2014 - Present
Realty ONE Group January 2012 - Present
Scottsdale Stonebrook April 2013 - Present
Scottsdale Area Association of REALTORS® April 2012 - January 2014
Silvertree Homeowners Association June 2011 - August 2012
Charles Schwab November 2006 - November 2011
Skills
Real Estate Transactions, Corporate Finance, Negotiating Contracts, Real Estate, Investment Properties, Residential Homes, Investments, Negotiation, Short Sales, Investors, Strategic Planning, Due Diligence, Budgets, Financial Analysis, Business Development, Marketing, Business Planning, Customer Service, Marketing Strategy, Sales, Market Analysis, Salesforce.com, Risk Management, Contract Negotiation, Foreclosures, Management
Education
Arizona School of Real Estate & Business (ASREB) 2011 — 2011
License, Real Estate
Northern Arizona University 2003 — 2006
Bachelor's degree, Advertising
DMHS 1997 — 2001
John R Dayton John R Dayton's Charles Schwab Experience August 2013 - Present
Job Workforce Analyst
Industry Investment Banking
Experience
Charles Schwab August 2013 - Present
Homesite Insurance August 2005 - August 2013
Allstate October 2004 - August 2005
SourceOne Healthcare Technologies May 2000 - July 2003
Skills
Microsoft Office, Call Center, Workforce Management, Excel, Insurance, Microsoft Report Builder, Microsoft Word, Training & Development, Leadership Development, Team Leadership, Customer Service, Baan, IEX, EchoPass, TeleMagic, Call Centers, Change Management, Employee Training, Claim, Customer Satisfaction, Sales, Process Improvement, Performance Management, Customer Retention, Microsoft Excel
Education
Northern Arizona University 1987 — 1988
Miller Institute, Phoenix, AZ 1982 — 1983
Associate of Arts (AA)
Charles Schwab August 2013 - Present
Homesite Insurance August 2005 - August 2013
Allstate October 2004 - August 2005
SourceOne Healthcare Technologies May 2000 - July 2003
Skills
Microsoft Office, Call Center, Workforce Management, Excel, Insurance, Microsoft Report Builder, Microsoft Word, Training & Development, Leadership Development, Team Leadership, Customer Service, Baan, IEX, EchoPass, TeleMagic, Call Centers, Change Management, Employee Training, Claim, Customer Satisfaction, Sales, Process Improvement, Performance Management, Customer Retention, Microsoft Excel
Education
Northern Arizona University 1987 — 1988
Miller Institute, Phoenix, AZ 1982 — 1983
Associate of Arts (AA)
Greg Graber Greg Graber's Charles Schwab Experience 2004 - 2008
Job Administrative Assistant
Industry Financial Services
Experience
Enterprise Holdings May 2012 - February 2013
Express Employment Professionals January 2011 - May 2012
OfficeTeam September 2009 - December 2009
Charles Schwab 2004 - 2008
Skills
Photoshop, Illustrator, PowerPoint, Access, Excel, Word, HTML, QuarkXPress
Education
Northeastern State University 2012 — 2014
Tulsa Community College 2009 — 2011
Associate in Arts, Liberal Arts / Business
Enterprise Holdings May 2012 - February 2013
Express Employment Professionals January 2011 - May 2012
OfficeTeam September 2009 - December 2009
Charles Schwab 2004 - 2008
Skills
Photoshop, Illustrator, PowerPoint, Access, Excel, Word, HTML, QuarkXPress
Education
Northeastern State University 2012 — 2014
Tulsa Community College 2009 — 2011
Associate in Arts, Liberal Arts / Business
James Pontious CFP® James Pontious CFP®'s Charles Schwab Experience March 1992 - September 2010
Job Financial Advisor TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Nadler Financial Group December 2010 - December 2011
Charles Schwab March 1992 - September 2010
Continental Bank October 1988 - March 1992
OLDE DISCOUNT CORPORATION August 1987 - October 1988
Skills
Retirement Planning, Portfolio Management, Customer Relations, Investment Strategies, Financial Planning, Wealth Management, Insurance, Securities, 401k, Investments, Asset Allocation, Risk Management, Estate Planning, Investment Advisory, Retirement, Retirement Income..., Sales Management, Bonds, High Net Worth..., Options, Loans, Series 7, Annuities, Pensions, Employee Benefits, 403 b
Education
Northern Illinois University
Bachelor of Science, Double Major: Finance & Sociology
TIAA-CREF March 2012 - Present
Nadler Financial Group December 2010 - December 2011
Charles Schwab March 1992 - September 2010
Continental Bank October 1988 - March 1992
OLDE DISCOUNT CORPORATION August 1987 - October 1988
Skills
Retirement Planning, Portfolio Management, Customer Relations, Investment Strategies, Financial Planning, Wealth Management, Insurance, Securities, 401k, Investments, Asset Allocation, Risk Management, Estate Planning, Investment Advisory, Retirement, Retirement Income..., Sales Management, Bonds, High Net Worth..., Options, Loans, Series 7, Annuities, Pensions, Employee Benefits, 403 b
Education
Northern Illinois University
Bachelor of Science, Double Major: Finance & Sociology
Tyler DeWitt Tyler DeWitt's Charles Schwab Experience December 2012 - April 2015
Job Loan Processor at Chase Home Equity
Industry Financial Services
Experience
Chase May 2015 - Present
Charles Schwab December 2012 - April 2015
Charles Schwab February 2011 - November 2012
Education
Northern Arizona University 2003 — 2007
Bachelor of Science (B.S.), American Political Studies
Chase May 2015 - Present
Charles Schwab December 2012 - April 2015
Charles Schwab February 2011 - November 2012
Education
Northern Arizona University 2003 — 2007
Bachelor of Science (B.S.), American Political Studies
Levent Durmus, CFP®'s Charles Schwab Experience July 2007 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2007 - Present
Skills
Customer Service, Investments, Mutual Funds, Retirement Planning
Education
Northwest Missouri State University 2000 — 2003
B.S., Finance & Business Management
Charles Schwab July 2007 - Present
Skills
Customer Service, Investments, Mutual Funds, Retirement Planning
Education
Northwest Missouri State University 2000 — 2003
B.S., Finance & Business Management
David Newkirk's Charles Schwab Experience 2007 - 2013
Job Strategy & Sales Management
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Private Trust Group of America 2013 - 2015
North Star Financial Group, LLC 2013 - 2015
Ethos Trust Company LLC 2013 - 2015
Charles Schwab 2007 - 2013
Investors Bank & Trust 2003 - 2007
Demos Consulting 1999 - 2003
Evare, LLC 1998 - 1999
Skills
Wealth Management, Process Improvement, Banking, Mutual Funds, Financial Services, Investments, Alternative Investments, Management, Strategy, CRM, Series 63, Series 7
Education
Northeastern University
Graduate Business Program
Penn State University
BS, Finance
University of California, Berkeley
Management Program in Financial Services
Fidelity Investments 2015 - Present
Private Trust Group of America 2013 - 2015
North Star Financial Group, LLC 2013 - 2015
Ethos Trust Company LLC 2013 - 2015
Charles Schwab 2007 - 2013
Investors Bank & Trust 2003 - 2007
Demos Consulting 1999 - 2003
Evare, LLC 1998 - 1999
Skills
Wealth Management, Process Improvement, Banking, Mutual Funds, Financial Services, Investments, Alternative Investments, Management, Strategy, CRM, Series 63, Series 7
Education
Northeastern University
Graduate Business Program
Penn State University
BS, Finance
University of California, Berkeley
Management Program in Financial Services
Eric Stroup's Charles Schwab Experience 1999 - 2007
Job Director of National Sales at Bankrate, Inc.
Industry Insurance
Experience
Farmers Insurance & Financial Services (sole proprietor) 2007 - 2015
Charles Schwab 1999 - 2007
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Umbrella Insurance, Sales, Financial Services, Mergers & Acquisitions, Franchise Consulting, Series 63, Business Planning, Series 7, Performance Management, Homeowners, Recruiting, Sole Proprietors, P&L Responsibility, P&L Accountability, General Insurance, Casualty, Commercial Insurance, Property & Casualty..., Sales Management, Management, Marketing, New Business Development, Leadership, Training, Marketing Strategy, Customer Service, Team Building, Analytics, Account Management, Strategic Planning, Business Development
Education
Northern Arizona University 1992 — 1996
Bachelor of Arts (B.A.), Communications and Media Studies
Farmers Insurance & Financial Services (sole proprietor) 2007 - 2015
Charles Schwab 1999 - 2007
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Umbrella Insurance, Sales, Financial Services, Mergers & Acquisitions, Franchise Consulting, Series 63, Business Planning, Series 7, Performance Management, Homeowners, Recruiting, Sole Proprietors, P&L Responsibility, P&L Accountability, General Insurance, Casualty, Commercial Insurance, Property & Casualty..., Sales Management, Management, Marketing, New Business Development, Leadership, Training, Marketing Strategy, Customer Service, Team Building, Analytics, Account Management, Strategic Planning, Business Development
Education
Northern Arizona University 1992 — 1996
Bachelor of Arts (B.A.), Communications and Media Studies
Audrey Young Audrey Young's Charles Schwab Experience 2008 - 2011
Job Experienced & Entrepreneurial Marketer
Industry Financial Services
Experience
Family Concierge 2013 - Present
Apollo Group 2012 - 2013
JVS 2011 - 2012
Charles Schwab 2008 - 2011
Charles Schwab 2005 - 2008
Jacuzzi Brands 2003 - 2005
GetRelevant.com 1999 - 2002
The Learning Company 1998 - 1999
Skills
Market Research, Product Management, Marketing Strategy, Online Advertising, Product Development, Cross-functional Team..., Management, Competitive Analysis, Direct Marketing, Marketing, Business Development, Marketing Communications, Strategic Planning, Email Marketing, New Business Development, Public Relations, Financial Management..., Leadership, Online Marketing, Business Strategy, Integrated Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Business
Northeastern University
Bachelor of Science (BS), Business Administration and Management, General
Family Concierge 2013 - Present
Apollo Group 2012 - 2013
JVS 2011 - 2012
Charles Schwab 2008 - 2011
Charles Schwab 2005 - 2008
Jacuzzi Brands 2003 - 2005
GetRelevant.com 1999 - 2002
The Learning Company 1998 - 1999
Skills
Market Research, Product Management, Marketing Strategy, Online Advertising, Product Development, Cross-functional Team..., Management, Competitive Analysis, Direct Marketing, Marketing, Business Development, Marketing Communications, Strategic Planning, Email Marketing, New Business Development, Public Relations, Financial Management..., Leadership, Online Marketing, Business Strategy, Integrated Marketing
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing & International Business
Northeastern University
Bachelor of Science (BS), Business Administration and Management, General
Chris Palermo, CFA, CFP® Chris Palermo, CFA, CFP®'s Charles Schwab Experience May 2000 - May 2008
Job Managing DirectorPortfolio Manager at Beacon Pointe Wealth Advisors
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors November 2014 - Present
Capital Investment Counsel January 2012 - November 2014
Northern Trust May 2008 - November 2011
Charles Schwab May 2000 - May 2008
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Loans, Series 63, Derivatives, Options, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., Wealth, Securities, Financial Services, Estate Planning, Finance, Financial Planning
Education
Northern Arizona University 1998 — 2001
BS, Finance
Beacon Pointe Wealth Advisors November 2014 - Present
Capital Investment Counsel January 2012 - November 2014
Northern Trust May 2008 - November 2011
Charles Schwab May 2000 - May 2008
Skills
Investments, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Strategic Financial..., Equities, Alternative Investments, Asset Managment, Loans, Series 63, Derivatives, Options, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., Wealth, Securities, Financial Services, Estate Planning, Finance, Financial Planning
Education
Northern Arizona University 1998 — 2001
BS, Finance
Cindee Dickens Cindee Dickens's Charles Schwab Experience June 2000 - January 2001
Job Regional Coordinator at Advanced Tub & Tile Inc
Industry Construction
Experience
Advanced Tub & Tile Inc September 2008 - Present
King George County School November 2008 - November 2009
MetLife Insurance June 2003 - September 2004
GE Financial Services September 2002 - April 2003
BANKERS LIFE & CASUALTY CO April 2002 - June 2002
WinVista April 2001 - August 2001
Charles Schwab June 2000 - January 2001
Bank of America September 1999 - March 2000
Unum/Provident July 1998 - August 1999
Skills
Marketing, Customer Service, Sales, Project Management, Networking, Account Management, Insurance, Management, Finance, Human Resources, Invoicing, Payroll, Quality Control, Telemarketing, Public Speaking, Training, Leadership, Start-ups, Small Business, Team Building
Education
Northcentral University 2008 — 2015
PhD, Organizational Leadership
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Global Management
University of Southern Maine 1981 — 1988
BA, Mathematics
Advanced Tub & Tile Inc September 2008 - Present
King George County School November 2008 - November 2009
MetLife Insurance June 2003 - September 2004
GE Financial Services September 2002 - April 2003
BANKERS LIFE & CASUALTY CO April 2002 - June 2002
WinVista April 2001 - August 2001
Charles Schwab June 2000 - January 2001
Bank of America September 1999 - March 2000
Unum/Provident July 1998 - August 1999
Skills
Marketing, Customer Service, Sales, Project Management, Networking, Account Management, Insurance, Management, Finance, Human Resources, Invoicing, Payroll, Quality Control, Telemarketing, Public Speaking, Training, Leadership, Start-ups, Small Business, Team Building
Education
Northcentral University 2008 — 2015
PhD, Organizational Leadership
University of Phoenix 2005 — 2007
Master of Business Administration (MBA), Global Management
University of Southern Maine 1981 — 1988
BA, Mathematics
Adam Faust Adam Faust's Charles Schwab Experience October 2005 - January 2010
Job Founder at Deep Blue Financial LLC
Industry Financial Services
Experience
Deep Blue Financial LLC January 2014 - Present
Metropolis Performing Arts Centre January 2009 - September 2015
Mesirow Financial January 2010 - January 2014
Charles Schwab October 2005 - January 2010
RBC December 2002 - October 2005
Strong Capital Management September 1997 - September 2002
Southwestern Company 1994 - 1998
Skills
Retirement Planning, Investment Advisory, Asset Management, Financial Planning, 401k, IRA's, Wealth Management, Asset Allocation, Retirement, Retirement Income..., Investments, Wealth Accumulation, Wealth, Series 7, Portfolio Management, Estate Planning, Equities, Financial Analysis, Mutual Funds, Risk Management, Securities, Alternative Investments, Investment Strategies, Investment Management, ETFs, Finance, IRAs, Strategic Financial..., Financial Services, Series 63, Fixed Income, Options, Financial Advisory
Education
University of Texas
Northwestern University
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1997
Finance
Kiel High 1990 — 1994
Texas Christian University
Deep Blue Financial LLC January 2014 - Present
Metropolis Performing Arts Centre January 2009 - September 2015
Mesirow Financial January 2010 - January 2014
Charles Schwab October 2005 - January 2010
RBC December 2002 - October 2005
Strong Capital Management September 1997 - September 2002
Southwestern Company 1994 - 1998
Skills
Retirement Planning, Investment Advisory, Asset Management, Financial Planning, 401k, IRA's, Wealth Management, Asset Allocation, Retirement, Retirement Income..., Investments, Wealth Accumulation, Wealth, Series 7, Portfolio Management, Estate Planning, Equities, Financial Analysis, Mutual Funds, Risk Management, Securities, Alternative Investments, Investment Strategies, Investment Management, ETFs, Finance, IRAs, Strategic Financial..., Financial Services, Series 63, Fixed Income, Options, Financial Advisory
Education
University of Texas
Northwestern University
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1997
Finance
Kiel High 1990 — 1994
Texas Christian University
Mary Louise Stymiest Mary Louise Stymiest's Charles Schwab Experience September 2011 - Present
Job Sr. Finance Manager, at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab November 2007 - August 2011
" June 2005 - December 2006
Paperloop, Inc. May 2000 - May 2005
Prestige World / Arriba Travel October 1996 - March 2000
Skills
Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Budgeting, Financial Reporting, Excel, Pricing, P&L, Due Diligence, Variance Analysis, Reporting & Analysis
Education
Northeastern University 1990 — 1995
BS/BA, Business Marketing & Mgmt
Norwich University 1989 — 1992
Russian Language
Charles Schwab September 2011 - Present
Charles Schwab November 2007 - August 2011
" June 2005 - December 2006
Paperloop, Inc. May 2000 - May 2005
Prestige World / Arriba Travel October 1996 - March 2000
Skills
Financial Analysis, Financial Modeling, Forecasting, Process Improvement, Budgeting, Financial Reporting, Excel, Pricing, P&L, Due Diligence, Variance Analysis, Reporting & Analysis
Education
Northeastern University 1990 — 1995
BS/BA, Business Marketing & Mgmt
Norwich University 1989 — 1992
Russian Language
Harry Nelson, CIMA's Charles Schwab Experience 2003 - 2005
Job Executive Director, Retirement and Investments Sales; President, GuideStone Resource Management, Inc. at GuideStone
Industry Investment Management
Experience
GuideStone Financial Resources August 2013 - Present
Golden Capital Management, LLC August 2005 - August 2013
Charles Schwab 2003 - 2005
Wachovia, A Wells Fargo Company 1996 - 2002
Skills
Asset Allocation, Business Strategy, Wealth Management, Series 7, Investments, Mutual Funds, Series 63, Alternative Investments, Securities, Investment Advisory, Asset Managment, Equities, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, ETFs, Investment Strategies, Retirement, Financial Services, Leadership
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Executive Education, Investment Management Consulting
Northwestern University 2000 — 2000
National Employee Benefit Trust School
The Citadel 1986 — 1990
B.A., Political Science
GuideStone Financial Resources August 2013 - Present
Golden Capital Management, LLC August 2005 - August 2013
Charles Schwab 2003 - 2005
Wachovia, A Wells Fargo Company 1996 - 2002
Skills
Asset Allocation, Business Strategy, Wealth Management, Series 7, Investments, Mutual Funds, Series 63, Alternative Investments, Securities, Investment Advisory, Asset Managment, Equities, Investment Management, Portfolio Management, Fixed Income, Hedge Funds, ETFs, Investment Strategies, Retirement, Financial Services, Leadership
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Executive Education, Investment Management Consulting
Northwestern University 2000 — 2000
National Employee Benefit Trust School
The Citadel 1986 — 1990
B.A., Political Science
Bob Andreola J.D., CFP® Bob Andreola J.D., CFP®'s Charles Schwab Experience September 2011 - Present
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
ING Financial Partners March 2008 - September 2011
ING Financial Advisers LLC May 2007 - March 2008
ING Financial Advisers LLC September 2002 - April 2007
PREVIOUS FINANCIAL SERVICES EMPLOYERS May 1989 - August 2002
Cambridge Technology Partners and Viant Inc. June 1997 - October 2001
Cambridge Technology Partners 1996 - 1999
Cambridge Technology Partners 1996 - 1999
Education
UMass- School of Law- Dartmouth (formerly Southern New England School of Law) 1995 — 2000
Juris Doctorate, Law
Northeastern University 1981 — 1986
Bachelors of Science - Cum Laude
Charles Schwab September 2011 - Present
ING Financial Partners March 2008 - September 2011
ING Financial Advisers LLC May 2007 - March 2008
ING Financial Advisers LLC September 2002 - April 2007
PREVIOUS FINANCIAL SERVICES EMPLOYERS May 1989 - August 2002
Cambridge Technology Partners and Viant Inc. June 1997 - October 2001
Cambridge Technology Partners 1996 - 1999
Cambridge Technology Partners 1996 - 1999
Education
UMass- School of Law- Dartmouth (formerly Southern New England School of Law) 1995 — 2000
Juris Doctorate, Law
Northeastern University 1981 — 1986
Bachelors of Science - Cum Laude
Curtis Twombly's Charles Schwab Experience 1996 - 2004
Job Compliance Education Manager
Industry Professional Training & Coaching
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Darin Otte Darin Otte's Charles Schwab Experience July 2000 - September 2002
Job Deputy Country Environmental Manager at Fluor
Industry Environmental Services
Experience
Fluor July 2011 - Present
Fluor February 2010 - July 2011
URS Corporation May 2009 - December 2009
KBR September 2005 - May 2009
Praxair/Tracer Research August 2003 - September 2005
American Express Financial Advisers July 2003 - November 2003
CHARLES SCHWAB July 2000 - September 2002
Janus Capital Group May 2000 - July 2000
Praxair/Tracer Research February 1996 - May 2000
Skills
CCNA, Network Engineering, Network Administration, International Project..., Cisco IOS, Cisco Switches, Router Configuration, OSPF, EIGRP, IPv6, Leadership, Team Building, Budgets, Management, Cisco Nexus, GNS3, Occupational Health, Wireless Networking, Process Scheduler, Access, Quality Assurance, Cisco Technologies, Project Management, Firewalls, Security, Contract Management, Hazardous Waste..., Environmental Awareness, System Administration, Construction Safety, Network Architecture, Waste, Supervisory Skills, Safety Management..., HAZWOPER, Software Documentation, Program Management, Training, Risk Assessment, Troubleshooting, Networking, WAN, Routing, Switches, Routers, VPN, Network Design, Human Resources, Analysis, Behavior Based Safety
Education
Northwest Missouri State University 1987 — 1991
B.S. Geography, Minor in Geology
Fluor July 2011 - Present
Fluor February 2010 - July 2011
URS Corporation May 2009 - December 2009
KBR September 2005 - May 2009
Praxair/Tracer Research August 2003 - September 2005
American Express Financial Advisers July 2003 - November 2003
CHARLES SCHWAB July 2000 - September 2002
Janus Capital Group May 2000 - July 2000
Praxair/Tracer Research February 1996 - May 2000
Skills
CCNA, Network Engineering, Network Administration, International Project..., Cisco IOS, Cisco Switches, Router Configuration, OSPF, EIGRP, IPv6, Leadership, Team Building, Budgets, Management, Cisco Nexus, GNS3, Occupational Health, Wireless Networking, Process Scheduler, Access, Quality Assurance, Cisco Technologies, Project Management, Firewalls, Security, Contract Management, Hazardous Waste..., Environmental Awareness, System Administration, Construction Safety, Network Architecture, Waste, Supervisory Skills, Safety Management..., HAZWOPER, Software Documentation, Program Management, Training, Risk Assessment, Troubleshooting, Networking, WAN, Routing, Switches, Routers, VPN, Network Design, Human Resources, Analysis, Behavior Based Safety
Education
Northwest Missouri State University 1987 — 1991
B.S. Geography, Minor in Geology
Jom Chanpong Jom Chanpong's Charles Schwab Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Computershare 2010 - 2011
OneShare Investments 2008 - 2010
First Republic Securities 2007 - 2008
Emerson Investment Mgmt 2005 - 2007
Upromise Investments 2002 - 2005
Skills
Data Analysis, Start-ups, Equities, Investments, Business Development, Financial Services, Relationship Management, Investment Management, Process Improvement
Education
Northern Illinois University
Charles Schwab 2011 - Present
Computershare 2010 - 2011
OneShare Investments 2008 - 2010
First Republic Securities 2007 - 2008
Emerson Investment Mgmt 2005 - 2007
Upromise Investments 2002 - 2005
Skills
Data Analysis, Start-ups, Equities, Investments, Business Development, Financial Services, Relationship Management, Investment Management, Process Improvement
Education
Northern Illinois University
Tariq Seifuddin Tariq Seifuddin's Charles Schwab Experience January 2008 - January 2009
Job iPhone Developer (Amtrak) at Accenture
Industry Internet
Experience
Accenture September 2015 - Present
Agilex July 2013 - September 2015
Homesnap January 2009 - July 2013
Charles Schwab January 2008 - January 2009
Center for the Study of Sport in Society September 2004 - December 2008
ProfileLinker February 2006 - August 2007
Thomson Financial January 2005 - June 2005
CCBN / Thomson Financial January 2004 - August 2004
Skills
Objective-C, Ruby on Rails, PHP, JavaScript, HTML + CSS, Web Design, User Interface Design, User Experience, Graphic Design, Mobile Applications, iOS development, jQuery, CSS, Web Development, HTML5, HTML 5, HTML, MySQL
Education
Northeastern University 2002 — 2007
Computer Engineering
Accenture September 2015 - Present
Agilex July 2013 - September 2015
Homesnap January 2009 - July 2013
Charles Schwab January 2008 - January 2009
Center for the Study of Sport in Society September 2004 - December 2008
ProfileLinker February 2006 - August 2007
Thomson Financial January 2005 - June 2005
CCBN / Thomson Financial January 2004 - August 2004
Skills
Objective-C, Ruby on Rails, PHP, JavaScript, HTML + CSS, Web Design, User Interface Design, User Experience, Graphic Design, Mobile Applications, iOS development, jQuery, CSS, Web Development, HTML5, HTML 5, HTML, MySQL
Education
Northeastern University 2002 — 2007
Computer Engineering
Christopher Foye Christopher Foye's Charles Schwab Experience March 2015 - Present
Job Managing Director, Corporate Operational Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab March 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab May 2012 - February 2013
Aurora Bank FSB November 2011 - May 2012
Aurora Bank FSB September 2009 - November 2011
EchoStar Corporation September 2008 - September 2009
SunGard May 2008 - September 2008
Lehman Brothers - Aurora Loan Services August 2007 - January 2008
New Century Mortgage June 2006 - April 2007
Skills
SAS, SQL, Oracle, PL/SQL, VBA, JIRA, iThink, Business Intelligence, Excel, PowerPoint, Word, Access, Basel II, COSO, Risk Management, User Acceptance Testing, Software Project..., Operational Risk..., Test Automation, Quality Assurance, FDICIA, Vendor Management, Project Management, Requirements Gathering, Microsoft Excel, Management, Leadership, Finance, Business Analysis, Banking
Education
University of Colorado Denver 2009 — 2014
MS, Finance and Risk Management
University of Colorado Denver 2009 — 2014
MBA, Information Systems
Northern Michigan University 2004 — 2004
MCOLES, Law Enforcement
University of Michigan 1999 — 2004
BS, Biopsychology
Charles Schwab March 2015 - Present
Charles Schwab March 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab May 2012 - February 2013
Aurora Bank FSB November 2011 - May 2012
Aurora Bank FSB September 2009 - November 2011
EchoStar Corporation September 2008 - September 2009
SunGard May 2008 - September 2008
Lehman Brothers - Aurora Loan Services August 2007 - January 2008
New Century Mortgage June 2006 - April 2007
Skills
SAS, SQL, Oracle, PL/SQL, VBA, JIRA, iThink, Business Intelligence, Excel, PowerPoint, Word, Access, Basel II, COSO, Risk Management, User Acceptance Testing, Software Project..., Operational Risk..., Test Automation, Quality Assurance, FDICIA, Vendor Management, Project Management, Requirements Gathering, Microsoft Excel, Management, Leadership, Finance, Business Analysis, Banking
Education
University of Colorado Denver 2009 — 2014
MS, Finance and Risk Management
University of Colorado Denver 2009 — 2014
MBA, Information Systems
Northern Michigan University 2004 — 2004
MCOLES, Law Enforcement
University of Michigan 1999 — 2004
BS, Biopsychology
Alexis Mann Alexis Mann's Charles Schwab Experience June 2013 - August 2013
Job Fund Financial Analyst for Fixed Income at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
W.A. Franke College of Business August 2013 - December 2013
Charles Schwab June 2013 - August 2013
J&Y World Solutions May 2012 - August 2012
Baskin Robbins August 2009 - August 2011
Skills
Series 7, Microsoft Excel, Finance, Computer Information..., Microsoft Visual Studio..., Visio, Radian6, Microsoft SQL Server, PowerPoint, Tableau, Microsoft Word, SharePoint, Microsoft Office, RapidMiner, Visual Basic, Social Networking, QuickBooks
Education
Northern Arizona University, College of Business Administration 2011 — 2014
Bachelor of Science (B.S.), Computer Information Systems and Finance
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
W.A. Franke College of Business August 2013 - December 2013
Charles Schwab June 2013 - August 2013
J&Y World Solutions May 2012 - August 2012
Baskin Robbins August 2009 - August 2011
Skills
Series 7, Microsoft Excel, Finance, Computer Information..., Microsoft Visual Studio..., Visio, Radian6, Microsoft SQL Server, PowerPoint, Tableau, Microsoft Word, SharePoint, Microsoft Office, RapidMiner, Visual Basic, Social Networking, QuickBooks
Education
Northern Arizona University, College of Business Administration 2011 — 2014
Bachelor of Science (B.S.), Computer Information Systems and Finance
Ashley Schofield Ashley Schofield's Charles Schwab Experience September 2014 - Present
Job Project Coordinator at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2014 - Present
The Boston Consulting Group May 2010 - August 2014
Public Responsibility in Medicine and Research November 2008 - April 2010
Skills
People Skills, Organizational..., Office Management, Event Planning, Management, Leadership, PowerPoint, Customer Service, Microsoft Excel, Community Outreach, Microsoft Office, Human Resources, Microsoft Word
Education
Northeastern University 2006 — 2008
Master of Public Administration (M.P.A.)
Western New England College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Charles Schwab September 2014 - Present
The Boston Consulting Group May 2010 - August 2014
Public Responsibility in Medicine and Research November 2008 - April 2010
Skills
People Skills, Organizational..., Office Management, Event Planning, Management, Leadership, PowerPoint, Customer Service, Microsoft Excel, Community Outreach, Microsoft Office, Human Resources, Microsoft Word
Education
Northeastern University 2006 — 2008
Master of Public Administration (M.P.A.)
Western New England College 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Kate Bednarski's Charles Schwab Experience 2000 - 2001
Job Transpersonal Coach & Teacher
Industry Professional Training & Coaching
Experience
5 Stepping Stones September 2010 - Present
Walmart February 2010 - September 2010
Walmart.com 2008 - 2010
Olivia 2005 - 2008
Asterix Group (Brand Agency) 2002 - 2006
Charles Schwab 2000 - 2001
Ryka 1997 - 1999
Avia (Division of Reebok) 1995 - 1997
Keds January 1994 - October 1995
NIKE 1990 - 1993
Skills
Executive Coaching, Executive Team Coaching, Professional Mentoring, Life Coaching, Spiritual DIrection, Personal Values, Values Alignment, Team Values, Conflict Management, Team Building, Brand Strategy, Marketing, Advertising, E-commerce, Market Research, Multi-channel Retail, Start-ups, Strategy, Coaching, Marketing Communications, Leadership, Marketing Strategy, Management, Fashion, Brand Development, Cross-functional Team..., Product Marketing, Spiritual Direction, Training, Product Development, Program Management, Team Leadership, Sales
Education
Naropa University - Oakland
MLA
Northeastern University
MS
Penn State University
BS
5 Stepping Stones September 2010 - Present
Walmart February 2010 - September 2010
Walmart.com 2008 - 2010
Olivia 2005 - 2008
Asterix Group (Brand Agency) 2002 - 2006
Charles Schwab 2000 - 2001
Ryka 1997 - 1999
Avia (Division of Reebok) 1995 - 1997
Keds January 1994 - October 1995
NIKE 1990 - 1993
Skills
Executive Coaching, Executive Team Coaching, Professional Mentoring, Life Coaching, Spiritual DIrection, Personal Values, Values Alignment, Team Values, Conflict Management, Team Building, Brand Strategy, Marketing, Advertising, E-commerce, Market Research, Multi-channel Retail, Start-ups, Strategy, Coaching, Marketing Communications, Leadership, Marketing Strategy, Management, Fashion, Brand Development, Cross-functional Team..., Product Marketing, Spiritual Direction, Training, Product Development, Program Management, Team Leadership, Sales
Education
Naropa University - Oakland
MLA
Northeastern University
MS
Penn State University
BS
Chris Beckman Chris Beckman's Charles Schwab Experience 2001 - 2005
Job Solution Consultant at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT 2012 - Present
IT Peak Solutions December 2010 - Present
Kaiser Permanente IT 2010 - January 2011
Kaiser Permanente IT 2008 - 2009
Kaiser Permanente IT 2006 - 2008
Blue Shield of California 2005 - 2006
Charles Schwab 2001 - 2005
Charles Schwab 1999 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1993 - 1995
Skills
Data Quality, Change Management, Enterprise Architecture, IT Strategy, Program Management, Workforce Strategy &..., Workshop Facilitation, Business Intelligence, Vendor Management, SDLC, Solution Architecture, PMO, Integration, Business Analysis, Visio, Team Building, Project Portfolio..., Agile Methodologies, Governance, PMP, Enterprise Software, Strategy, Business Process, Data Warehousing
Education
North Park University 1976 — 1980
B.A., Natural Science (pre-medical)
UC-Berkeley Extension
Continuing Education
Kaiser Permanente IT 2012 - Present
IT Peak Solutions December 2010 - Present
Kaiser Permanente IT 2010 - January 2011
Kaiser Permanente IT 2008 - 2009
Kaiser Permanente IT 2006 - 2008
Blue Shield of California 2005 - 2006
Charles Schwab 2001 - 2005
Charles Schwab 1999 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1993 - 1995
Skills
Data Quality, Change Management, Enterprise Architecture, IT Strategy, Program Management, Workforce Strategy &..., Workshop Facilitation, Business Intelligence, Vendor Management, SDLC, Solution Architecture, PMO, Integration, Business Analysis, Visio, Team Building, Project Portfolio..., Agile Methodologies, Governance, PMP, Enterprise Software, Strategy, Business Process, Data Warehousing
Education
North Park University 1976 — 1980
B.A., Natural Science (pre-medical)
UC-Berkeley Extension
Continuing Education
Todd Busot Todd Busot's Charles Schwab Experience October 2006 - April 2009
Job Sr. Sales Advisor, Vice President
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
M&I Financial Advisors January 2010 - September 2010
Charles Schwab October 2006 - April 2009
JPMorgan Chase February 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10
Education
Northern Arizona University 1987 — 1994
Coronado High School 1983 — 1987
Merrill Lynch September 2010 - Present
M&I Financial Advisors January 2010 - September 2010
Charles Schwab October 2006 - April 2009
JPMorgan Chase February 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10
Education
Northern Arizona University 1987 — 1994
Coronado High School 1983 — 1987
J. Anthony Thedford J. Anthony Thedford's Charles Schwab Experience November 1999 - July 2001
Job Leadership Starts Here
Industry Financial Services
Experience
TCIM Services November 2011 - April 2012
Pendergast Elementary School Districi September 2010 - March 2011
U.S. Department of Commerce - Census Division November 2009 - August 2010
AST Capital Trust Company March 2006 - April 2008
AIG Financial Advisors January 2004 - November 2005
Charles Schwab November 1999 - July 2001
U.S. Army August 1988 - December 1991
Skills
Finance, Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling, Investments, Leadership, Account Reconciliation, Asset Management, Budgets, Business Development, Financial Services, Recruiting, Training, Cross-functional Team..., Strategy
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance
Northern Arizona University 1993 — 1998
Bachelor of Science, Business Administration (Finance)
TCIM Services November 2011 - April 2012
Pendergast Elementary School Districi September 2010 - March 2011
U.S. Department of Commerce - Census Division November 2009 - August 2010
AST Capital Trust Company March 2006 - April 2008
AIG Financial Advisors January 2004 - November 2005
Charles Schwab November 1999 - July 2001
U.S. Army August 1988 - December 1991
Skills
Finance, Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling, Investments, Leadership, Account Reconciliation, Asset Management, Budgets, Business Development, Financial Services, Recruiting, Training, Cross-functional Team..., Strategy
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA, Finance
Northern Arizona University 1993 — 1998
Bachelor of Science, Business Administration (Finance)
Tanya Donohoe's Charles Schwab Experience August 2007 - December 2011
Job "Your Neighborhood Real Estate Agent"
Industry Real Estate
Experience
Z House Realty Group-Waterford Lakes Orlando July 2012 - Present
G.C. & L Commercial Cleaning Company January 2008 - Present
Charles Schwab August 2007 - December 2011
Abacus Appraisal Services / Century 21 April 2006 - October 2006
Skills
Real Estate, Sales, Investors, Negotiation, Customer Service, Residential Homes, BPO, REO
Education
Lawrence High School 1999 — 2003
Northern Essex Community College
Z House Realty Group-Waterford Lakes Orlando July 2012 - Present
G.C. & L Commercial Cleaning Company January 2008 - Present
Charles Schwab August 2007 - December 2011
Abacus Appraisal Services / Century 21 April 2006 - October 2006
Skills
Real Estate, Sales, Investors, Negotiation, Customer Service, Residential Homes, BPO, REO
Education
Lawrence High School 1999 — 2003
Northern Essex Community College
Jacob Bateman Jacob Bateman's Charles Schwab Experience July 2014 - Present
Job Sr. Specialist Risk Management and Investigations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab August 2011 - July 2014
Haydon Building Corp May 2010 - August 2011
Northern Arizona University August 2009 - May 2010
Skills
Management, Microsoft Office, Microsoft Word, Investments, Scheduling, Research, Teamwork, Finance, Risk Management, Budgets, Anti Money Laundering, OFAC
Education
Northern Arizona University 2006 — 2011
Bachelor of Science (BS), Construction Management
Northern Arizona University-The W. A. Franke College of Business 2006 — 2011
Minor in Business Administration
Charles Schwab July 2014 - Present
Charles Schwab August 2011 - July 2014
Haydon Building Corp May 2010 - August 2011
Northern Arizona University August 2009 - May 2010
Skills
Management, Microsoft Office, Microsoft Word, Investments, Scheduling, Research, Teamwork, Finance, Risk Management, Budgets, Anti Money Laundering, OFAC
Education
Northern Arizona University 2006 — 2011
Bachelor of Science (BS), Construction Management
Northern Arizona University-The W. A. Franke College of Business 2006 — 2011
Minor in Business Administration
Kristine Carl's Charles Schwab Experience October 2013 - Present
Job Senior Manager, Corporate Public Relations at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab October 2013 - Present
Charles Schwab 2009 - September 2013
Jewish Family & Children's Services 2002 - 2005
Providian Financial 1998 - 2001
Northern Initiatives 1995 - 1998
Gale Group 1993 - 1994
Skills
Strategic Communications, Editing, Project Planning, Message Development, Marketing Communications, Internal Communications, Media Relations, Fundraising, Corporate Communications, Content Development, Strategy, Public Relations, Newsletters, Communications Planning, Leadership, Management, Marketing, Communication Training
Education
Northern Michigan University 1988 — 1992
BS
Charles Schwab October 2013 - Present
Charles Schwab 2009 - September 2013
Jewish Family & Children's Services 2002 - 2005
Providian Financial 1998 - 2001
Northern Initiatives 1995 - 1998
Gale Group 1993 - 1994
Skills
Strategic Communications, Editing, Project Planning, Message Development, Marketing Communications, Internal Communications, Media Relations, Fundraising, Corporate Communications, Content Development, Strategy, Public Relations, Newsletters, Communications Planning, Leadership, Management, Marketing, Communication Training
Education
Northern Michigan University 1988 — 1992
BS
Julie Munnelly, CRCM Julie Munnelly, CRCM's Charles Schwab Experience July 2013 - Present
Job Compliance Manager at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab July 2013 - Present
Heartland Financial USA, Inc. June 2012 - July 2013
Bank of America April 2010 - June 2012
PRN Computer Services, Inc. May 2007 - April 2010
BBVA Compass September 2007 - November 2009
Skills
Data Analysis, Risk Management, Analysis, Process Improvement, Microsoft Excel, Databases, Team Leadership, Leadership, Microsoft Office, PowerPoint, Troubleshooting, Access, Windows, Finance, Financial Analysis
Education
Northern Arizona University 2010 — 2012
Bachelor, Business Administration
Coconino Community College 2007 — 2010
Associate, General Studies
Coconino Community College 2007 — 2010
Associate, Business Administration
Charles Schwab July 2013 - Present
Heartland Financial USA, Inc. June 2012 - July 2013
Bank of America April 2010 - June 2012
PRN Computer Services, Inc. May 2007 - April 2010
BBVA Compass September 2007 - November 2009
Skills
Data Analysis, Risk Management, Analysis, Process Improvement, Microsoft Excel, Databases, Team Leadership, Leadership, Microsoft Office, PowerPoint, Troubleshooting, Access, Windows, Finance, Financial Analysis
Education
Northern Arizona University 2010 — 2012
Bachelor, Business Administration
Coconino Community College 2007 — 2010
Associate, General Studies
Coconino Community College 2007 — 2010
Associate, Business Administration
Angela Tippmann Angela Tippmann's Charles Schwab Experience June 2010 - September 2011
Job Property/Asset Coordinator at Realty Management Group
Industry Real Estate
Experience
Realty Management Group June 2013 - Present
GID Investment Advisers and Windsor Property Management Co. September 2011 - June 2013
Charles Schwab June 2010 - September 2011
The Franciscan Center August 2008 - September 2009
Lincoln Financial Group January 2007 - July 2008
Skills
Project Coordination, Job Costing, Project Finance, Microsoft Excel, Financial Analysis, Production Budgeting, Data Analysis, Market Research, Sage Timberline Office, Analysis, Tenant Improvement..., Customer Service, Banking, Nonprofits, Management, Real Estate Development
Education
Indiana University - Fort Wayne
Bachelor of Science, Business; Economics Concentration
Northwest Missouri State University
Realty Management Group June 2013 - Present
GID Investment Advisers and Windsor Property Management Co. September 2011 - June 2013
Charles Schwab June 2010 - September 2011
The Franciscan Center August 2008 - September 2009
Lincoln Financial Group January 2007 - July 2008
Skills
Project Coordination, Job Costing, Project Finance, Microsoft Excel, Financial Analysis, Production Budgeting, Data Analysis, Market Research, Sage Timberline Office, Analysis, Tenant Improvement..., Customer Service, Banking, Nonprofits, Management, Real Estate Development
Education
Indiana University - Fort Wayne
Bachelor of Science, Business; Economics Concentration
Northwest Missouri State University
HUEI-YI (Claire) LIEU HUEI-YI (Claire) LIEU's Charles Schwab Experience June 2015 - August 2015
Job Research Lab Assistant at Wireless Embedded System Center, UC Berkeley
Industry Computer Software
Experience
Wireless Embedded System Center, UC Berkeley July 2014 - Present
Charles Schwab June 2015 - August 2015
UC Berkeley September 2013 - May 2014
North Seattle College October 2012 - June 2013
International Program May 2012 - August 2012
Skills
Elementary Japanese, Proficient with..., Excellent communication..., Strong in coordination..., Good in Piano, and..., Teaching, Japanese, Chinese, Research, Python, Java, C, HTML, Teamwork, PowerPoint, Event Planning, Public Speaking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Computer science
North Seattle Community College 2011 — 2013
Associate of Science (AS), Computer Science, 3.84
Wireless Embedded System Center, UC Berkeley July 2014 - Present
Charles Schwab June 2015 - August 2015
UC Berkeley September 2013 - May 2014
North Seattle College October 2012 - June 2013
International Program May 2012 - August 2012
Skills
Elementary Japanese, Proficient with..., Excellent communication..., Strong in coordination..., Good in Piano, and..., Teaching, Japanese, Chinese, Research, Python, Java, C, HTML, Teamwork, PowerPoint, Event Planning, Public Speaking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (BA), Computer science
North Seattle Community College 2011 — 2013
Associate of Science (AS), Computer Science, 3.84
Melissa Elaguizy's Charles Schwab Experience 2010 - 2012
Job Compliance & Tax Accountant at Aspen Heights
Industry Accounting
Experience
Aspen Heights October 2013 - Present
Scarlet Tax October 2013 - Present
Aspen Heights October 2012 - October 2013
Charles Schwab 2010 - 2012
Scholle Corporation 2009 - 2010
Skills
Accounting, Tax, Financial Reporting, Financial Accounting, Series 7, Series 63, PeopleSoft, Great Plains, Month End Close, IRS Enrolled Agent, Auditing, Internal Controls, QuickBooks, Financial Analysis
Education
Northern Illinois University 2006 — 2010
B.S., Accountancy
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Science (BS), Accountancy
York high school
York high school
Aspen Heights October 2013 - Present
Scarlet Tax October 2013 - Present
Aspen Heights October 2012 - October 2013
Charles Schwab 2010 - 2012
Scholle Corporation 2009 - 2010
Skills
Accounting, Tax, Financial Reporting, Financial Accounting, Series 7, Series 63, PeopleSoft, Great Plains, Month End Close, IRS Enrolled Agent, Auditing, Internal Controls, QuickBooks, Financial Analysis
Education
Northern Illinois University 2006 — 2010
B.S., Accountancy
Northern Illinois University - College of Business 2006 — 2010
Bachelor of Science (BS), Accountancy
York high school
York high school
ed silverstein's Charles Schwab Experience 1998 - 2012
Job Team Builder & Team Leader. Financials and Insurance.Sales & Service. Business Developer .
Industry Financial Services
Experience
Edward Silverstein July 2015 - July 2015
GetInsured September 2013 - July 2015
Dept.of Economic Security for State of Arizona 2012 - 2013
Charles Schwab 1998 - 2012
Charles Schwab January 1998 - April 1998
Charles Schwab 1992 - 1996
Skills
Investments, Leadership, Team Building, Sales Management, Sales, Financial Services, Strategic Planning, Customer Service, Management, Account Management, Insurance, Banking, District Management, Team Management, Quality Assurance..., Customer Relations, Business Development, Customer Satisfaction, Supervisory Skills, Training Delivery, Customer Engagement, Portfolio Management, Bond Markets, Equity Trading, Financial Analysis, Mutual Funds
Education
Southern Illinois University
Bachelor of Arts (B.A.), Psychology with minor in Business
Northeastern Illinois University
Certificate, Teaching Certification for Chicago Public Schools
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Psychology with Minor in Business
Edward Silverstein July 2015 - July 2015
GetInsured September 2013 - July 2015
Dept.of Economic Security for State of Arizona 2012 - 2013
Charles Schwab 1998 - 2012
Charles Schwab January 1998 - April 1998
Charles Schwab 1992 - 1996
Skills
Investments, Leadership, Team Building, Sales Management, Sales, Financial Services, Strategic Planning, Customer Service, Management, Account Management, Insurance, Banking, District Management, Team Management, Quality Assurance..., Customer Relations, Business Development, Customer Satisfaction, Supervisory Skills, Training Delivery, Customer Engagement, Portfolio Management, Bond Markets, Equity Trading, Financial Analysis, Mutual Funds
Education
Southern Illinois University
Bachelor of Arts (B.A.), Psychology with minor in Business
Northeastern Illinois University
Certificate, Teaching Certification for Chicago Public Schools
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Psychology with Minor in Business
Valdo Figueroa's Charles Schwab Experience 1996 - 2004
Job Senior Vice President, Program Manager
Industry Banking
Experience
Bank of America August 2007 - Present
IBM Global Technology Services 2004 - July 2007
Charles Schwab 1996 - 2004
Skills
Project Management, Problem Solving, Banking, Investments, Virtual Teams, Team Management, Influence Others, PMP, PMO, Project Portfolio..., Vendor Management, Cross-functional Team..., SDLC, Business Analysis, Change Management, Integration, Leadership, Process Improvement, Risk Management
Education
University of Phoenix 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Northern Arizona University 1994 — 1996
Bank of America August 2007 - Present
IBM Global Technology Services 2004 - July 2007
Charles Schwab 1996 - 2004
Skills
Project Management, Problem Solving, Banking, Investments, Virtual Teams, Team Management, Influence Others, PMP, PMO, Project Portfolio..., Vendor Management, Cross-functional Team..., SDLC, Business Analysis, Change Management, Integration, Leadership, Process Improvement, Risk Management
Education
University of Phoenix 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Northern Arizona University 1994 — 1996
Aliek Williams's Charles Schwab Experience 1999 - 2002
Job Senior Recruiting & Business Development Manager at VincentBenjamin
Industry Staffing and Recruiting
Experience
VincentBenjamin September 2015 - Present
Robert Half Technology May 2015 - August 2015
Robert Half Technology August 2014 - May 2015
Robert Half Technology November 2011 - August 2014
Nova Home Loans January 2011 - November 2011
Pacific Pulmonary September 2009 - July 2010
ADP September 2008 - August 2009
First Franklin \ Merrill Lynch March 2006 - May 2008
Enterprise Rent-A-Car March 2003 - March 2006
Charles Schwab 1999 - 2002
Education
Northern Arizona University 1993 — 1998
BAILS, Communications
VincentBenjamin September 2015 - Present
Robert Half Technology May 2015 - August 2015
Robert Half Technology August 2014 - May 2015
Robert Half Technology November 2011 - August 2014
Nova Home Loans January 2011 - November 2011
Pacific Pulmonary September 2009 - July 2010
ADP September 2008 - August 2009
First Franklin \ Merrill Lynch March 2006 - May 2008
Enterprise Rent-A-Car March 2003 - March 2006
Charles Schwab 1999 - 2002
Education
Northern Arizona University 1993 — 1998
BAILS, Communications
Lyle Lim Lyle Lim's Charles Schwab Experience August 2009 - November 2014
Job Art Director • Graphic Designer • Print | Digital | Direct
Industry Marketing and Advertising
Experience
Currently looking for a new career challenge December 2014 - Present
Charles Schwab August 2009 - November 2014
T3 July 2006 - February 2009
Publicis Dialog 1997 - 2006
Martz Agency January 1995 - March 1997
Skills
Branding & Identity, Brand Development, Interactive Marketing, User Experience, Email Marketing, Direct Marketing, Collateral, Logo Design, Brochures, Digital Marketing, Integrated Marketing, Creative Direction, Banners, Online Advertising, Catalogs, Digital Strategy, Copywriting, Content Strategy, Illustrator, Interactive Advertising, Art Direction, Advertising, Creative Strategy, Graphic Design, Marketing, Marketing Communications, Digital Media, Strategy, Direct Mail, Digital Illustration
Education
Colorado Institute of Art 1977 — 1979
Associate
Northern Arizona University 1976 — 1977
Currently looking for a new career challenge December 2014 - Present
Charles Schwab August 2009 - November 2014
T3 July 2006 - February 2009
Publicis Dialog 1997 - 2006
Martz Agency January 1995 - March 1997
Skills
Branding & Identity, Brand Development, Interactive Marketing, User Experience, Email Marketing, Direct Marketing, Collateral, Logo Design, Brochures, Digital Marketing, Integrated Marketing, Creative Direction, Banners, Online Advertising, Catalogs, Digital Strategy, Copywriting, Content Strategy, Illustrator, Interactive Advertising, Art Direction, Advertising, Creative Strategy, Graphic Design, Marketing, Marketing Communications, Digital Media, Strategy, Direct Mail, Digital Illustration
Education
Colorado Institute of Art 1977 — 1979
Associate
Northern Arizona University 1976 — 1977
Mat Chavez's Charles Schwab Experience 1999 - 2001
Job Independent Developer and Consultant
Industry Information Technology and Services
Experience
Self Employed February 2014 - Present
CVS Caremark Corporation June 2013 - January 2014
Drum Corps International October 2008 - May 2013
Quardev, Inc. 2007 - 2008
Lionbridge 2004 - 2007
Adobe Systems 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Mobile Devices, Project Management, Product Management, OS X, Agile Methodologies, Program Management, Business Analysis, Content Management, Live Video Streaming, Cloud Computing, SDLC, Web Development, Vendor Management, Video, Finance, Audio Editing, Testing, Agile Project Management, Management, Software Development, Brightcove, Microsoft Office, ColdFusion, Basecamp, System Administration, Contract Negotiation, Audio Post Production, Google Apps, Amazon Web Services..., Scrum, Strategic Partnerships, Customer Service, Web Video, Streaming Media, SaaS, SQL, Web Applications, E-commerce, Offshoring, Microsoft Servers, Amazon EC2, Microsoft SQL Server, Mobile Applications, Cross-functional Team..., Analytics, Enterprise Software, User Experience, Web Analytics, Rubik's Cube, Databases
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 2000
Bachelor of Science, Business Administration, Finance
University of Arizona 1995 — 1997
Finance; general division studies
Self Employed February 2014 - Present
CVS Caremark Corporation June 2013 - January 2014
Drum Corps International October 2008 - May 2013
Quardev, Inc. 2007 - 2008
Lionbridge 2004 - 2007
Adobe Systems 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Mobile Devices, Project Management, Product Management, OS X, Agile Methodologies, Program Management, Business Analysis, Content Management, Live Video Streaming, Cloud Computing, SDLC, Web Development, Vendor Management, Video, Finance, Audio Editing, Testing, Agile Project Management, Management, Software Development, Brightcove, Microsoft Office, ColdFusion, Basecamp, System Administration, Contract Negotiation, Audio Post Production, Google Apps, Amazon Web Services..., Scrum, Strategic Partnerships, Customer Service, Web Video, Streaming Media, SaaS, SQL, Web Applications, E-commerce, Offshoring, Microsoft Servers, Amazon EC2, Microsoft SQL Server, Mobile Applications, Cross-functional Team..., Analytics, Enterprise Software, User Experience, Web Analytics, Rubik's Cube, Databases
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 2000
Bachelor of Science, Business Administration, Finance
University of Arizona 1995 — 1997
Finance; general division studies
William Willard William Willard's Charles Schwab Experience November 2011 - August 2013
Job Business Solutions Analyst at Capital Lumber
Industry Building Materials
Experience
Capital Lumber August 2015 - Present
Syntel February 2015 - August 2015
AIG August 2013 - February 2015
Charles Schwab November 2011 - August 2013
Vanguard February 2006 - November 2011
Skills
Agile Methodologies, Leadership, Quality Assurance, SQL, SDLC, Software Development, Business Analysis, Microsoft Office, Requirements Analysis, Microsoft Word, Business Process, Customer Service, Finance, Data Analysis, Training, Visio, Problem Solving, Hardware, Management, Salesforce.com, Process Improvement, SharePoint, Software Installation, Team Building, Project Management
Education
Northern Arizona University 2014 — 2015
Bachelor’s Degree, Computer and Information Sciences, General
Rio Salado College 2014 — 2014
Certificate, Programming
Western Governors University 2013 — 2013
Master of Business Administration (M.B.A.), Management, Leadership and Strategy
Northcentral University 2009 — 2010
Bachelor’s Degree, Business Administration and Management, General, 3.95
Capital Lumber August 2015 - Present
Syntel February 2015 - August 2015
AIG August 2013 - February 2015
Charles Schwab November 2011 - August 2013
Vanguard February 2006 - November 2011
Skills
Agile Methodologies, Leadership, Quality Assurance, SQL, SDLC, Software Development, Business Analysis, Microsoft Office, Requirements Analysis, Microsoft Word, Business Process, Customer Service, Finance, Data Analysis, Training, Visio, Problem Solving, Hardware, Management, Salesforce.com, Process Improvement, SharePoint, Software Installation, Team Building, Project Management
Education
Northern Arizona University 2014 — 2015
Bachelor’s Degree, Computer and Information Sciences, General
Rio Salado College 2014 — 2014
Certificate, Programming
Western Governors University 2013 — 2013
Master of Business Administration (M.B.A.), Management, Leadership and Strategy
Northcentral University 2009 — 2010
Bachelor’s Degree, Business Administration and Management, General, 3.95
Erik Green Erik Green's Charles Schwab Experience July 1998 - June 2000
Job Software Developer at Oak Ridge National Laboratory
Industry Environmental Services
Experience
Oak Ridge National Laboratory February 2014 - Present
Oak Ridge National Laboratory January 2012 - January 2014
Northern Arizona University August 2010 - December 2011
3Degrees June 2011 - August 2011
Citi April 2010 - August 2010
Citigroup Global Markets Japan, Inc August 2006 - December 2009
English Village August 2004 - August 2006
Washington Mutual April 2001 - February 2003
AdvancePCS July 2000 - March 2001
Charles Schwab July 1998 - June 2000
Skills
GHG Assessment, LEED Green Associate, Computer Programming, Statistics, Sustainability, Energy Efficiency, Databases, Servers, LEED, Unix, Programming, LEED Accredited, Project Planning, Greenhouse Gas, System Administration, Climate Change, Project Management, Carbon Accounting, Linux, Environmental Awareness, Environmental Science, Environmental Policy, Solaris, Disaster Recovery, Data Center, Security, Unix Shell Scripting, Troubleshooting, Data Analysis, Enterprise Architecture, AIX, Information Technology, Git, Technical Support, Renewable Energy, Energy Policy, GIS, CRM, Python, Shell Scripting
Education
Northern Arizona University 2010 — 2011
Masters of Science, Climate Science and Solutions
Northern Arizona University 1992 — 1997
BA, General Studies/Computer Science
Oak Ridge National Laboratory February 2014 - Present
Oak Ridge National Laboratory January 2012 - January 2014
Northern Arizona University August 2010 - December 2011
3Degrees June 2011 - August 2011
Citi April 2010 - August 2010
Citigroup Global Markets Japan, Inc August 2006 - December 2009
English Village August 2004 - August 2006
Washington Mutual April 2001 - February 2003
AdvancePCS July 2000 - March 2001
Charles Schwab July 1998 - June 2000
Skills
GHG Assessment, LEED Green Associate, Computer Programming, Statistics, Sustainability, Energy Efficiency, Databases, Servers, LEED, Unix, Programming, LEED Accredited, Project Planning, Greenhouse Gas, System Administration, Climate Change, Project Management, Carbon Accounting, Linux, Environmental Awareness, Environmental Science, Environmental Policy, Solaris, Disaster Recovery, Data Center, Security, Unix Shell Scripting, Troubleshooting, Data Analysis, Enterprise Architecture, AIX, Information Technology, Git, Technical Support, Renewable Energy, Energy Policy, GIS, CRM, Python, Shell Scripting
Education
Northern Arizona University 2010 — 2011
Masters of Science, Climate Science and Solutions
Northern Arizona University 1992 — 1997
BA, General Studies/Computer Science
Rick Eastman Rick Eastman's Charles Schwab Experience January 1997 - May 2005
Job Proprietor Sierra Adventure Sports
Industry Sports
Experience
HomeSmart Realty April 2006 - Present
Sierra Adventure Sports January 2003 - Present
Charles Schwab January 1997 - May 2005
Skills
Team Building, Social Media, Marketing Strategy, Customer Service, Sports, Event Management, Tourism, Marketing, Coaching, Sponsorship, Team Leadership, Entrepreneurship, Sports Marketing, Event Planning, Social Networking, Online Marketing, Sales, Social Media Marketing, Marketing Communications, Online Advertising, Public Relations
Education
Burke
Northern Arizona University
Bachelors Degree, Business
University of Nebraska
Business
HomeSmart Realty April 2006 - Present
Sierra Adventure Sports January 2003 - Present
Charles Schwab January 1997 - May 2005
Skills
Team Building, Social Media, Marketing Strategy, Customer Service, Sports, Event Management, Tourism, Marketing, Coaching, Sponsorship, Team Leadership, Entrepreneurship, Sports Marketing, Event Planning, Social Networking, Online Marketing, Sales, Social Media Marketing, Marketing Communications, Online Advertising, Public Relations
Education
Burke
Northern Arizona University
Bachelors Degree, Business
University of Nebraska
Business
Kiran Reddy Kiran Reddy's Charles Schwab Experience February 2013 - August 2013
Job Sr.SharePoint Consultant at Dallas ISD
Industry Government Administration
Experience
Dallas ISD January 2014 - Present
City and County of Denver August 2013 - January 2014
Charles Schwab February 2013 - August 2013
California ISO April 2012 - February 2013
Charles Schwab November 2011 - April 2012
Hachette Book Group January 2011 - October 2011
iRobot November 2010 - January 2011
National Starch Food Innovation August 2010 - October 2010
Center for Innovation and Entrepreneurship(CIE) August 2009 - August 2010
Skills
Microsoft .NET..., WSS 3.0,SPS 2003,MOSS..., Web Services, Web/Win..., AJAX, CSS, HTML, DHTML,..., Visual Studio..., Team Foundation..., ADO.NET, ADO, DAO, OLE..., Visio, SharePoint..., K2 black point, Nintex..., SharePoint, Visual Studio, ASP.NET, Web Services, .NET, Microsoft Office..., Microsoft SQL Server, XML, SSRS, SharePoint Designer, Agile Methodologies, SSIS, C#, JavaScript, IIS
Education
Northwest Missouri State University
Master's degree, Computer Science
SRM University
Bachelor's degree, Computer Science
Texas Tech University
Master's degree, Computer Science
Dallas ISD January 2014 - Present
City and County of Denver August 2013 - January 2014
Charles Schwab February 2013 - August 2013
California ISO April 2012 - February 2013
Charles Schwab November 2011 - April 2012
Hachette Book Group January 2011 - October 2011
iRobot November 2010 - January 2011
National Starch Food Innovation August 2010 - October 2010
Center for Innovation and Entrepreneurship(CIE) August 2009 - August 2010
Skills
Microsoft .NET..., WSS 3.0,SPS 2003,MOSS..., Web Services, Web/Win..., AJAX, CSS, HTML, DHTML,..., Visual Studio..., Team Foundation..., ADO.NET, ADO, DAO, OLE..., Visio, SharePoint..., K2 black point, Nintex..., SharePoint, Visual Studio, ASP.NET, Web Services, .NET, Microsoft Office..., Microsoft SQL Server, XML, SSRS, SharePoint Designer, Agile Methodologies, SSIS, C#, JavaScript, IIS
Education
Northwest Missouri State University
Master's degree, Computer Science
SRM University
Bachelor's degree, Computer Science
Texas Tech University
Master's degree, Computer Science
Julian D. Saravia Julian D. Saravia's Charles Schwab Experience June 2015 - Present
Job VP at Charles Schwab
Industry Nonprofit Organization Management
Experience
Charles Schwab June 2015 - Present
Texas Public Radio January 2008 - May 2008
Skills
Public Relations, Social Networking, Voice Over, Broadcast, Radio Broadcasting, Journalism, Press Releases, New Media, Creative Writing, Media Relations, Television, Social Media, News Writing, Blogging, Editing, Newsletters, Public Speaking, Event Management, Social Media Marketing, Research, Leadership, Community Outreach, Strategic Communications
Education
The University of Texas at San Antonio 2015 — 2017
Bachelor's degree, Political Science and Government
Northwest Vista College 2012 — 2014
Associate of Arts (A.A.), Social Sciences
Charles Schwab June 2015 - Present
Texas Public Radio January 2008 - May 2008
Skills
Public Relations, Social Networking, Voice Over, Broadcast, Radio Broadcasting, Journalism, Press Releases, New Media, Creative Writing, Media Relations, Television, Social Media, News Writing, Blogging, Editing, Newsletters, Public Speaking, Event Management, Social Media Marketing, Research, Leadership, Community Outreach, Strategic Communications
Education
The University of Texas at San Antonio 2015 — 2017
Bachelor's degree, Political Science and Government
Northwest Vista College 2012 — 2014
Associate of Arts (A.A.), Social Sciences
Maria Bohorquez, CPP's Charles Schwab Experience 2008 - 2011
Job Payroll Manager
Industry Human Resources
Experience
Arizona State University April 2014 - Present
Teyma USA / Abengoa 2011 - January 2014
Charles Schwab 2008 - 2011
Safeway Inc 2007 - 2008
DHL 2005 - 2007
Skills
Payroll, Excel, PeopleSoft, HRIS, ADP, Microsoft Office, Benefits Administration, Benefits, Reconciliation, Problem Solving, ADP Payroll, Accounting, Employee Benefits, Training, Microsoft Excel, Policy, Human Resources, FMLA, Recruiting, Account Reconciliation, Employee Relations, Management
Education
American Payroll Assiciation
Certified Payroll Professional
University of Phoenix 2004 — 2005
Certificate, Human Resources Management
Northern Arizona University
Bachelor of Business Administration (B.B.A.)
Arizona State University April 2014 - Present
Teyma USA / Abengoa 2011 - January 2014
Charles Schwab 2008 - 2011
Safeway Inc 2007 - 2008
DHL 2005 - 2007
Skills
Payroll, Excel, PeopleSoft, HRIS, ADP, Microsoft Office, Benefits Administration, Benefits, Reconciliation, Problem Solving, ADP Payroll, Accounting, Employee Benefits, Training, Microsoft Excel, Policy, Human Resources, FMLA, Recruiting, Account Reconciliation, Employee Relations, Management
Education
American Payroll Assiciation
Certified Payroll Professional
University of Phoenix 2004 — 2005
Certificate, Human Resources Management
Northern Arizona University
Bachelor of Business Administration (B.B.A.)
Chris Zorza Chris Zorza's Charles Schwab Experience November 2005 - December 2006
Job Manager Custody Operations at AssetMark
Industry Financial Services
Experience
AssetMark January 2014 - Present
Genworth Financial December 2006 - December 2013
Charles Schwab November 2005 - December 2006
Skills
Asset Allocation, Leadership, Mutual Funds, Securities, Investment Strategies, Training, Coaching, Project Management, Insurance, Series 7, Customer Satisfaction, Risk Management, Retirement Planning, Management, Process Improvement, Series 63, Wealth Management, Financial Services, Alternative Investments, 401k, Strategic Financial..., Portfolio Management, Retirement, Asset Management
Education
Northern Michigan University 1991 — 1999
B.S., Finance Management
University of Phoenix 2003 — 2005
MBA, Management
AssetMark January 2014 - Present
Genworth Financial December 2006 - December 2013
Charles Schwab November 2005 - December 2006
Skills
Asset Allocation, Leadership, Mutual Funds, Securities, Investment Strategies, Training, Coaching, Project Management, Insurance, Series 7, Customer Satisfaction, Risk Management, Retirement Planning, Management, Process Improvement, Series 63, Wealth Management, Financial Services, Alternative Investments, 401k, Strategic Financial..., Portfolio Management, Retirement, Asset Management
Education
Northern Michigan University 1991 — 1999
B.S., Finance Management
University of Phoenix 2003 — 2005
MBA, Management
Ryan Sjodin's Charles Schwab Experience January 2007 - March 2009
Job Training Specialist, Commodities & Energy
Industry Financial Services
Experience
FutureSource - Trading Solutions - Interactive Data November 2014 - Present
Global-American Investments July 2014 - October 2014
Lightspeed Financial March 2014 - June 2014
Scottrade April 2010 - April 2013
Charles Schwab January 2007 - March 2009
Skills
Trading, Equities, Options, Hedge Funds, Series 7, Investments, Financial Markets, Asset Management, ETFs, Equity Trading
Education
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
BS, Finance
FutureSource - Trading Solutions - Interactive Data November 2014 - Present
Global-American Investments July 2014 - October 2014
Lightspeed Financial March 2014 - June 2014
Scottrade April 2010 - April 2013
Charles Schwab January 2007 - March 2009
Skills
Trading, Equities, Options, Hedge Funds, Series 7, Investments, Financial Markets, Asset Management, ETFs, Equity Trading
Education
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
BS, Finance
Daniel Fife Daniel Fife's Charles Schwab Experience November 2000 - December 2008
Job Veterans Service Representative at Veteran's Benefits Administration
Industry Government Administration
Experience
Veteran's Benefits Administration June 2014 - Present
Department of Veterans Affairs January 2014 - June 2014
Carl T. Hayden Medical Center January 2011 - December 2013
LeaderShape, Inc. 2012 - 2012
Charles Schwab November 2000 - December 2008
Mayo Clinic September 1994 - September 2000
US Navy, Active Reserve January 1994 - May 2000
US Navy August 1989 - June 1993
Skills
Stress Management, Financial Accounting, Retail Brokerage, Personnel Recruiting, Account Management, Troubleshooting, Time Management, Priority Management, Banking Relationships, Recruiting, Business Development, Project Management, Sales, Personnel Selection, Brokers, Employee Benefits, Leadership Development, Public Speaking, Policy
Education
Northern Arizona University 2012 — 2013
BS, Administration of Justice Studies, 3.19 out of 4.0
Northern Arizona University 2011 — 2013
Bachelor's degree, Administration of Criminal Justice
Paradise Valley Community College (PVCC) 2010 — 2013
AAS, Administration of Justice
Paradise Valley Community College 2010 — 2012
Associate of Arts and Sciences (AAS), General Studies
Veteran's Benefits Administration June 2014 - Present
Department of Veterans Affairs January 2014 - June 2014
Carl T. Hayden Medical Center January 2011 - December 2013
LeaderShape, Inc. 2012 - 2012
Charles Schwab November 2000 - December 2008
Mayo Clinic September 1994 - September 2000
US Navy, Active Reserve January 1994 - May 2000
US Navy August 1989 - June 1993
Skills
Stress Management, Financial Accounting, Retail Brokerage, Personnel Recruiting, Account Management, Troubleshooting, Time Management, Priority Management, Banking Relationships, Recruiting, Business Development, Project Management, Sales, Personnel Selection, Brokers, Employee Benefits, Leadership Development, Public Speaking, Policy
Education
Northern Arizona University 2012 — 2013
BS, Administration of Justice Studies, 3.19 out of 4.0
Northern Arizona University 2011 — 2013
Bachelor's degree, Administration of Criminal Justice
Paradise Valley Community College (PVCC) 2010 — 2013
AAS, Administration of Justice
Paradise Valley Community College 2010 — 2012
Associate of Arts and Sciences (AAS), General Studies
Grant Nichols Grant Nichols's Charles Schwab Experience January 2014 - Present
Job Resource Planning Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
T-Mobile 2001 - April 2014
T-Mobile July 2004 - March 2006
T-Mobile January 2003 - July 2004
T-Mobile November 2001 - January 2003
MassMutual Financial Group March 2000 - August 2001
MassMutual Financial Group October 1998 - March 2000
Skills
Outstanding Customer..., Personnel Development, Team Leadership, Cross-functional Team..., Change Leadership, Project Implementation, Call Center, Staff Scheduling, Data Analysis, Forecasting, Performance Metrics, Relationship Cultivation, Process Improvement, Process Development, Budget Management, Group Presentations, Crisis Management, Strategic Planning, Performance Management, Team Management, Call Centers, Contact Centers, Change Management, Telecommunications, Leadership, Management, Customer Service, Customer Experience, Workforce Management, Inbound Marketing, Budgets, Vendor Management, Outsourcing
Education
Northeastern Illinois University
Psychology
University of Northern Colorado
Psychology
Charles Schwab January 2014 - Present
T-Mobile 2001 - April 2014
T-Mobile July 2004 - March 2006
T-Mobile January 2003 - July 2004
T-Mobile November 2001 - January 2003
MassMutual Financial Group March 2000 - August 2001
MassMutual Financial Group October 1998 - March 2000
Skills
Outstanding Customer..., Personnel Development, Team Leadership, Cross-functional Team..., Change Leadership, Project Implementation, Call Center, Staff Scheduling, Data Analysis, Forecasting, Performance Metrics, Relationship Cultivation, Process Improvement, Process Development, Budget Management, Group Presentations, Crisis Management, Strategic Planning, Performance Management, Team Management, Call Centers, Contact Centers, Change Management, Telecommunications, Leadership, Management, Customer Service, Customer Experience, Workforce Management, Inbound Marketing, Budgets, Vendor Management, Outsourcing
Education
Northeastern Illinois University
Psychology
University of Northern Colorado
Psychology
James Karberg, CFP® AAMS®'s Charles Schwab Experience March 2010 - January 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Charles Schwab March 2010 - January 2015
Karberg Insurance September 2007 - March 2010
Allstate Financial Services, LLC July 2005 - September 2007
Bank of America October 2003 - May 2005
Education
University of Nevada-Las Vegas 1998 — 1999
Bachelor of Science (BS), Finance
Northern Arizona University 1994 — 1997
Core Studies
Fidelity Investments January 2015 - Present
Charles Schwab March 2010 - January 2015
Karberg Insurance September 2007 - March 2010
Allstate Financial Services, LLC July 2005 - September 2007
Bank of America October 2003 - May 2005
Education
University of Nevada-Las Vegas 1998 — 1999
Bachelor of Science (BS), Finance
Northern Arizona University 1994 — 1997
Core Studies
Stacy Farris's Charles Schwab Experience March 2014 - Present
Job Sr. Property Manager at Charles Schwab
Industry Architecture & Planning
Experience
Charles Schwab March 2014 - Present
Girl Scouts - Arizona Cactus-Pine Council August 2005 - Present
Jones Lang LaSalle March 2010 - March 2014
IIDA Southwest Chapter June 2009 - July 2011
Unisource Solutions May 2009 - March 2010
Gensler October 2005 - June 2009
Unisource Solutions October 2003 - April 2005
Tucson Business Interiors May 1997 - October 2003
Education
Purdue University 1994 — 1997
BA, Interior Design
Northern Illinois University 1992 — 1994
Interior Architecture
Lyons Township High School 1988 — 1992
Charles Schwab March 2014 - Present
Girl Scouts - Arizona Cactus-Pine Council August 2005 - Present
Jones Lang LaSalle March 2010 - March 2014
IIDA Southwest Chapter June 2009 - July 2011
Unisource Solutions May 2009 - March 2010
Gensler October 2005 - June 2009
Unisource Solutions October 2003 - April 2005
Tucson Business Interiors May 1997 - October 2003
Education
Purdue University 1994 — 1997
BA, Interior Design
Northern Illinois University 1992 — 1994
Interior Architecture
Lyons Township High School 1988 — 1992
Nicole Devlin Nicole Devlin's Charles Schwab Experience 2006 - 2010
Job Sr. Client Account Consultant at Mercer Consumer
Industry Financial Services
Experience
Mercer Consumer April 2014 - Present
Marsh & McLennan Companies, Inc. July 2011 - Present
Prudential Retirement September 2010 - July 2011
Charles Schwab 2006 - 2010
USAA 2003 - 2006
Skills
Series 7, Series 63, Retirement Planning, Life Insurance, Life & Health Insurance..., FINRA, Securities, Insurance, Underwriting, Fixed Annuities, Process Improvement, Risk Management, Customer Service, Leadership, Business Analysis, Management, Strategic Planning, Team Building, Vendor Management, 401k
Education
University of Iowa 1993 — 1997
B.A., Psychology
Northern Arizona University 1940 — 1940
Master of Education (M.Ed.), Human Relations
Mercer Consumer April 2014 - Present
Marsh & McLennan Companies, Inc. July 2011 - Present
Prudential Retirement September 2010 - July 2011
Charles Schwab 2006 - 2010
USAA 2003 - 2006
Skills
Series 7, Series 63, Retirement Planning, Life Insurance, Life & Health Insurance..., FINRA, Securities, Insurance, Underwriting, Fixed Annuities, Process Improvement, Risk Management, Customer Service, Leadership, Business Analysis, Management, Strategic Planning, Team Building, Vendor Management, 401k
Education
University of Iowa 1993 — 1997
B.A., Psychology
Northern Arizona University 1940 — 1940
Master of Education (M.Ed.), Human Relations
Devon Lambert Devon Lambert's Charles Schwab Experience November 2007 - Present
Job Sr Developer with Front and Backend Experience
Industry Information Technology and Services
Experience
Charles Schwab November 2007 - Present
Reality Knights LLC August 2005 - Present
Aviva Life Insurance July 2005 - October 2007
State Street Global Advisors January 2004 - June 2004
Tidalwire/Network Engines January 2003 - June 2003
Skills
HTML, PHP, CSS, Web Development, CMS, SEO, JavaScript, SQL, XML, MySQL, Linux, Social Media, Word, Microsoft Office, Online Marketing, Problem Solving, Excel, Cloud Computing, AJAX, Product Development, Email Marketing, Agile, Customer Service, Photoshop, Quality Assurance, PowerPoint, Outlook, jQuery, Wordpress, Information Architecture, User Experience, Flash, Social Media Marketing, Ruby on Rails, Content Management, Front-end, Web 2.0, Agile Project Management, Management
Education
Northeastern University 2000 — 2005
Bachelor of of Science in Business Administration, Management in Information Systems
Charles Schwab November 2007 - Present
Reality Knights LLC August 2005 - Present
Aviva Life Insurance July 2005 - October 2007
State Street Global Advisors January 2004 - June 2004
Tidalwire/Network Engines January 2003 - June 2003
Skills
HTML, PHP, CSS, Web Development, CMS, SEO, JavaScript, SQL, XML, MySQL, Linux, Social Media, Word, Microsoft Office, Online Marketing, Problem Solving, Excel, Cloud Computing, AJAX, Product Development, Email Marketing, Agile, Customer Service, Photoshop, Quality Assurance, PowerPoint, Outlook, jQuery, Wordpress, Information Architecture, User Experience, Flash, Social Media Marketing, Ruby on Rails, Content Management, Front-end, Web 2.0, Agile Project Management, Management
Education
Northeastern University 2000 — 2005
Bachelor of of Science in Business Administration, Management in Information Systems
Laura Lee Brennan's Charles Schwab Experience June 1998 - April 2001
Job Engineering & Design Recruiter @ Intuit, Connect with Me
Industry Information Technology and Services
Experience
Intuit April 2013 - Present
Walmart eCommerce June 2010 - March 2013
Blue Shield of California February 2007 - June 2010
Experian 2005 - July 2007
Wells Fargo 2003 - 2006
WILLIAMS-SONOMA INC July 2003 - August 2003
Williams-Sonoma, Inc. April 2002 - October 2002
Charles Schwab June 1998 - April 2001
EDS Group November 1997 - June 1998
Skills
Recruiting, Applicant Tracking..., E-commerce, Talent Acquisition, Sourcing, Onboarding, Java, Technical Recruiting, Interviews, Temporary Placement, Screening Resumes, Internet Recruiting, Talent Management, Vendor Management, SDLC, Human Resources, College Recruiting, Employee Relations, Customer Service, Benefits Negotiation, ATG, Management, Leadership, Strategy, Agile Methodologies, CRM, Consulting, Marketing, Program Management, Business Development, Sales, Training, User Experience, Start-ups, Process Improvement, Product Management, Software Project..., PeopleSoft, Contract Recruitment, Workforce Planning, Team Management, Employer Branding, Hiring, HRIS, Executive Search, Screening, Staff Augmentation, Staffing Services, Strategic Planning, Analytics
Education
Northeastern University
B.S, marketing and International Business
The Chinese University of Hong Kong
Intuit April 2013 - Present
Walmart eCommerce June 2010 - March 2013
Blue Shield of California February 2007 - June 2010
Experian 2005 - July 2007
Wells Fargo 2003 - 2006
WILLIAMS-SONOMA INC July 2003 - August 2003
Williams-Sonoma, Inc. April 2002 - October 2002
Charles Schwab June 1998 - April 2001
EDS Group November 1997 - June 1998
Skills
Recruiting, Applicant Tracking..., E-commerce, Talent Acquisition, Sourcing, Onboarding, Java, Technical Recruiting, Interviews, Temporary Placement, Screening Resumes, Internet Recruiting, Talent Management, Vendor Management, SDLC, Human Resources, College Recruiting, Employee Relations, Customer Service, Benefits Negotiation, ATG, Management, Leadership, Strategy, Agile Methodologies, CRM, Consulting, Marketing, Program Management, Business Development, Sales, Training, User Experience, Start-ups, Process Improvement, Product Management, Software Project..., PeopleSoft, Contract Recruitment, Workforce Planning, Team Management, Employer Branding, Hiring, HRIS, Executive Search, Screening, Staff Augmentation, Staffing Services, Strategic Planning, Analytics
Education
Northeastern University
B.S, marketing and International Business
The Chinese University of Hong Kong
Bill Su's Charles Schwab Experience 2013 - Present
Job Managing Director of Business Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
BCG (Boston Consulting Group) 2007 - 2013
HSBC 2007 - 2007
Goldman Sachs, Investment Banking Division 2006 - August 2006
Bank of America, Global Corporate Investment Banking 2004 - June 2006
Cap Gemini Ernst & Young/Ernst & Young LLP 2000 - 2004
Skills
Corporate Finance, Corporate Development, Strategic Planning, Financial Planning, Credit Cards, Valuation, Banking, Business Strategy, Management Consulting, Financial Analysis, Financial Modeling, Strategy Development, Program Management, Joint Ventures, Competitive Strategies, Insurance, Strategy, Finance
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance; Strategic Management
Northern Illinois University
Master, Accountancy; Computer Science
Charles Schwab 2013 - Present
BCG (Boston Consulting Group) 2007 - 2013
HSBC 2007 - 2007
Goldman Sachs, Investment Banking Division 2006 - August 2006
Bank of America, Global Corporate Investment Banking 2004 - June 2006
Cap Gemini Ernst & Young/Ernst & Young LLP 2000 - 2004
Skills
Corporate Finance, Corporate Development, Strategic Planning, Financial Planning, Credit Cards, Valuation, Banking, Business Strategy, Management Consulting, Financial Analysis, Financial Modeling, Strategy Development, Program Management, Joint Ventures, Competitive Strategies, Insurance, Strategy, Finance
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance; Strategic Management
Northern Illinois University
Master, Accountancy; Computer Science
Channing Jackson's Charles Schwab Experience March 2015 - Present
Job Technical Director, Applications Architect at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab February 2011 - Present
ProBuild Holdings August 2010 - February 2011
Pro-Build Holdings, Inc. March 2008 - September 2010
Qualcomm, Inc. April 1999 - March 2008
Qualcomm, Inc. April 1998 - April 1999
CSC Consulting February 1993 - March 1998
Skills
Java, Java Enterprise Edition, IBM Servers, JSF, Analysis, Software Design, Software Architectural..., Software Solution..., Microsoft Office, Tomcat, SQL, CSS Javascript, Spring, Dependency Injection, Maven, Process Improvement, Technical Leadership, Hibernate, Apache Commons, AOP, AspectJ, Oracle Application..., Liferay, UML, Sequence Diagrams, Class Diagrams, Use Case Diagrams, Database Design, JUnit, Architecture, JBoss Application Server, JMS, Software Development, jQuery, Distributed Systems, Snowboarding, Oracle
Education
Northwestern University 1988 — 1992
BS
Charles Schwab March 2015 - Present
Charles Schwab February 2011 - Present
ProBuild Holdings August 2010 - February 2011
Pro-Build Holdings, Inc. March 2008 - September 2010
Qualcomm, Inc. April 1999 - March 2008
Qualcomm, Inc. April 1998 - April 1999
CSC Consulting February 1993 - March 1998
Skills
Java, Java Enterprise Edition, IBM Servers, JSF, Analysis, Software Design, Software Architectural..., Software Solution..., Microsoft Office, Tomcat, SQL, CSS Javascript, Spring, Dependency Injection, Maven, Process Improvement, Technical Leadership, Hibernate, Apache Commons, AOP, AspectJ, Oracle Application..., Liferay, UML, Sequence Diagrams, Class Diagrams, Use Case Diagrams, Database Design, JUnit, Architecture, JBoss Application Server, JMS, Software Development, jQuery, Distributed Systems, Snowboarding, Oracle
Education
Northwestern University 1988 — 1992
BS
Richard Braden's Charles Schwab Experience 2011 - 2012
Job Global Leader of Training and Development at Honeywell
Industry Industrial Automation
Experience
Honeywell 2012 - Present
Charles Schwab 2011 - 2012
University of Minnesota 2003 - December 2011
Fairview Pharmacy Services 2009 - 2011
Thomson Reuters 2003 - 2008
American Medical Systems 2000 - 2003
Medtronic 1996 - 2000
Merck 1983 - 1996
Skills
Process Improvement, Cross-functional Team..., Organizational..., Training, Strategy, Leadership, Change Management, Performance Improvement, Leadership Development, Coaching, Project Management, Business Development, CRM, Management, Healthcare, Strategic Planning, Sales Operations, Account Management, Performance Management, Marketing Strategy, Development & delivery..., Consulting, Sales Management, Sales, Team Building, Negotiation, Onboarding, Program Management, Staff Development, Talent Management, Organizational..., Sales Process, Employee Training, Training Delivery, Executive Coaching, Management Consulting, Policy, Employee Engagement, Human Resources, Marketing, Workshop Facilitation, Team Leadership, Talent Acquisition, Succession Planning, E-Learning
Education
University of Minnesota-Twin Cities
M.Ed., Human Resource Development
Northern Illinois University
MBA, Business
University of Minnesota-Twin Cities
BS, Music
Honeywell 2012 - Present
Charles Schwab 2011 - 2012
University of Minnesota 2003 - December 2011
Fairview Pharmacy Services 2009 - 2011
Thomson Reuters 2003 - 2008
American Medical Systems 2000 - 2003
Medtronic 1996 - 2000
Merck 1983 - 1996
Skills
Process Improvement, Cross-functional Team..., Organizational..., Training, Strategy, Leadership, Change Management, Performance Improvement, Leadership Development, Coaching, Project Management, Business Development, CRM, Management, Healthcare, Strategic Planning, Sales Operations, Account Management, Performance Management, Marketing Strategy, Development & delivery..., Consulting, Sales Management, Sales, Team Building, Negotiation, Onboarding, Program Management, Staff Development, Talent Management, Organizational..., Sales Process, Employee Training, Training Delivery, Executive Coaching, Management Consulting, Policy, Employee Engagement, Human Resources, Marketing, Workshop Facilitation, Team Leadership, Talent Acquisition, Succession Planning, E-Learning
Education
University of Minnesota-Twin Cities
M.Ed., Human Resource Development
Northern Illinois University
MBA, Business
University of Minnesota-Twin Cities
BS, Music
Erich Schneider's Charles Schwab Experience April 2011 - May 2014
Job Senior .Net Developer at Safeway
Industry Retail
Experience
Safeway June 2014 - Present
Charles Schwab April 2011 - May 2014
Assurant February 2009 - April 2011
Charles Schwab August 2008 - January 2009
Tek Systems 2008 - 2009
American Express (contractor) August 2007 - August 2008
Wells Fargo 2006 - 2007
American Express June 2002 - January 2005
Spherion 2002 - 2005
Skills
ASP.NET, Microsoft SQL Server, VB.NET, T-SQL, XML, SSIS, C#, Agile Methodologies, SQL, SDLC, .NET, WCF, Web Services, ASP.NET MVC, LINQ, Visual Studio, Web Development, JavaScript, Software Development, jQuery
Education
University of Advancing Technology 1999 — 2001
Associate of Science, Software Engineering
Northern Arizona University 1994 — 1997
Bachelor of Arts, Liberal Studies
Safeway June 2014 - Present
Charles Schwab April 2011 - May 2014
Assurant February 2009 - April 2011
Charles Schwab August 2008 - January 2009
Tek Systems 2008 - 2009
American Express (contractor) August 2007 - August 2008
Wells Fargo 2006 - 2007
American Express June 2002 - January 2005
Spherion 2002 - 2005
Skills
ASP.NET, Microsoft SQL Server, VB.NET, T-SQL, XML, SSIS, C#, Agile Methodologies, SQL, SDLC, .NET, WCF, Web Services, ASP.NET MVC, LINQ, Visual Studio, Web Development, JavaScript, Software Development, jQuery
Education
University of Advancing Technology 1999 — 2001
Associate of Science, Software Engineering
Northern Arizona University 1994 — 1997
Bachelor of Arts, Liberal Studies
Judith Nicholson's Charles Schwab Experience June 2014 - Present
Job Vendor Oversight Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Western Union March 2014 - May 2014
Western Union August 2013 - February 2014
Popular Community Bank October 2005 - July 2013
BMO Harris Bank 2003 - 2005
BMO Financial Group 2001 - 2003
BMO Financial Group 1999 - 2001
Spanish Coalition for Jobs February 1997 - March 1999
Jalisco State Transportation Company March 1993 - August 1995
Skills
Credit Cards, Business Development, Product Management, Management, Relationship Management, Credit, Debit Cards, Leadership, CRM, Electronic Payments, Credit Analysis, Project Management, Merchant Services, Marketing Strategy, Manage Client..., Business Process..., Hispanic Market, Bilingual, Prepaid cards, Customer Service, Global Marketing, Financial Services, Banking
Education
Bank Of Montreal/Harris Nesbitt 2001 — 2002
Commercial Banking Credit Training Program, Commercial Banking
North Park University 1996 — 1998
Courses toward a Master of Business Administration
Universidad de Guadalajara 1989 — 1993
Bachelor's degree, Public Administration
Charles Schwab June 2014 - Present
Western Union March 2014 - May 2014
Western Union August 2013 - February 2014
Popular Community Bank October 2005 - July 2013
BMO Harris Bank 2003 - 2005
BMO Financial Group 2001 - 2003
BMO Financial Group 1999 - 2001
Spanish Coalition for Jobs February 1997 - March 1999
Jalisco State Transportation Company March 1993 - August 1995
Skills
Credit Cards, Business Development, Product Management, Management, Relationship Management, Credit, Debit Cards, Leadership, CRM, Electronic Payments, Credit Analysis, Project Management, Merchant Services, Marketing Strategy, Manage Client..., Business Process..., Hispanic Market, Bilingual, Prepaid cards, Customer Service, Global Marketing, Financial Services, Banking
Education
Bank Of Montreal/Harris Nesbitt 2001 — 2002
Commercial Banking Credit Training Program, Commercial Banking
North Park University 1996 — 1998
Courses toward a Master of Business Administration
Universidad de Guadalajara 1989 — 1993
Bachelor's degree, Public Administration
Jon Vuchinich's Charles Schwab Experience April 2013 - April 2014
Job Payroll Benefits Coordinator at National PEO
Industry Insurance
Experience
National PEO April 2014 - Present
Mutual of Omaha September 2010 - Present
Charles Schwab April 2013 - April 2014
Bank of America June 2008 - October 2010
Liberty Mutual Insurance Group 2006 - 2007
Skills
Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Homeowners, Umbrella Insurance, Whole Life, Disability Insurance, General Insurance, Casualty, Series 63, Series 7, Variable Annuities, Long Term Care Insurance, Long-term Care, Universal Life
Education
Arizona Summit Law School 2014 — 2017
Juris Doctor (J.D.), Law
Northern Arizona University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Management, G.P.A. - 3.84
Rio Salado Community College 2010 — 2012
Associates, Business
National PEO April 2014 - Present
Mutual of Omaha September 2010 - Present
Charles Schwab April 2013 - April 2014
Bank of America June 2008 - October 2010
Liberty Mutual Insurance Group 2006 - 2007
Skills
Insurance, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Health Insurance, Homeowners, Umbrella Insurance, Whole Life, Disability Insurance, General Insurance, Casualty, Series 63, Series 7, Variable Annuities, Long Term Care Insurance, Long-term Care, Universal Life
Education
Arizona Summit Law School 2014 — 2017
Juris Doctor (J.D.), Law
Northern Arizona University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Management, G.P.A. - 3.84
Rio Salado Community College 2010 — 2012
Associates, Business
Dave Ferris's Charles Schwab Experience June 2007 - July 2008
Job Software Engineer at FanBread
Industry Internet
Experience
Dave Ferris May 2013 - Present
AwesomenessTV April 2014 - September 2014
Big Frame October 2013 - April 2014
General Assembly June 2013 - September 2013
The Rosebud Agency July 2008 - June 2013
Charles Schwab June 2007 - July 2008
Skills
Ruby on Rails, JavaScript, CSS, Microsoft Office, Account Management, Ruby, Accounting, Budgets, Social Media, General Ledger, Event Planning, Budgeting, Financial Statements, Event Management, Social Networking, Research, CSS3, jQuery, AJAX, APIs, Production, HTML 5, JSON, Music Industry, Facebook, Git, Front-end, WordPress, Photography, OS X, Music Publishing, Entertainment Industry, Nonprofits, Editing, Graphic Design, Data Entry, Front-end Coding, AngularJS, HTML5
Education
General Assembly 2013 — 2013
Web Development Immersive
Northeastern University 2000 — 2005
B.S., Music Industry
Reading Memorial High School 1996 — 2000
Dave Ferris May 2013 - Present
AwesomenessTV April 2014 - September 2014
Big Frame October 2013 - April 2014
General Assembly June 2013 - September 2013
The Rosebud Agency July 2008 - June 2013
Charles Schwab June 2007 - July 2008
Skills
Ruby on Rails, JavaScript, CSS, Microsoft Office, Account Management, Ruby, Accounting, Budgets, Social Media, General Ledger, Event Planning, Budgeting, Financial Statements, Event Management, Social Networking, Research, CSS3, jQuery, AJAX, APIs, Production, HTML 5, JSON, Music Industry, Facebook, Git, Front-end, WordPress, Photography, OS X, Music Publishing, Entertainment Industry, Nonprofits, Editing, Graphic Design, Data Entry, Front-end Coding, AngularJS, HTML5
Education
General Assembly 2013 — 2013
Web Development Immersive
Northeastern University 2000 — 2005
B.S., Music Industry
Reading Memorial High School 1996 — 2000
Frank Rodriguez's Charles Schwab Experience February 2008 - March 2008
Job Senior UI/UX Designer
Industry Design
Experience
Freelance April 2006 - Present
Lending Club November 2011 - March 2014
Credit Karma June 2011 - July 2011
New Skin Media August 2009 - March 2011
NetShelter Technology Media 2010 - 2010
WIRED July 2008 - January 2009
Charles Schwab February 2008 - March 2008
Arup February 2008 - February 2008
CondeNet April 2007 - November 2007
Arc Worldwide April 2007 - April 2007
Skills
User Interface Design, CSS, Adobe Creative Suite, Graphic Design, Photoshop, Illustrator, HTML, JavaScript, Layout, Creative Direction, Logo Design, Blogging, Brochures, User Experience
Education
Northern Arizona University 1999 — 2002
BFA, Computer Imaging
Freelance April 2006 - Present
Lending Club November 2011 - March 2014
Credit Karma June 2011 - July 2011
New Skin Media August 2009 - March 2011
NetShelter Technology Media 2010 - 2010
WIRED July 2008 - January 2009
Charles Schwab February 2008 - March 2008
Arup February 2008 - February 2008
CondeNet April 2007 - November 2007
Arc Worldwide April 2007 - April 2007
Skills
User Interface Design, CSS, Adobe Creative Suite, Graphic Design, Photoshop, Illustrator, HTML, JavaScript, Layout, Creative Direction, Logo Design, Blogging, Brochures, User Experience
Education
Northern Arizona University 1999 — 2002
BFA, Computer Imaging
Jackie Hipps's Charles Schwab Experience 1978 - 2002
Job Financial Services and Operations Executive
Industry Financial Services
Experience
Financial Engines 2006 - 2008
Financial Engines 2005 - 2006
Financial Engines 2004 - 2005
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Skills
Call Center, Risk Management, Investments, Vendor Management, Compliance, Brokerage Operations, Retirement Services, Print Management, Asset Management..., Project Management, Trade Settlements, Restricted Stock/Stock..., Client Implementations, Collections Management, Fraud Investigations, Implementing Change, Scalability, Brokers, Fraud, Investment Management, Call Centers, Financial Services, Process Improvement, Coaching, Retirement, Executive Management, Securities, Management, Settlement, Relationship Management, Team Management, Equities, Series 7, Series 63, FINRA, Wealth Management, Asset Management, Fixed Income, Strategic Financial..., Investment Advisory, Asset Allocation, Finance, Trading, Retirement Planning, Capital Markets, Options, Hedge Funds, Alternative Investments, Derivatives, Investment Strategies
Education
Northeastern University
B.S., Business Adminstration
Financial Engines 2006 - 2008
Financial Engines 2005 - 2006
Financial Engines 2004 - 2005
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Skills
Call Center, Risk Management, Investments, Vendor Management, Compliance, Brokerage Operations, Retirement Services, Print Management, Asset Management..., Project Management, Trade Settlements, Restricted Stock/Stock..., Client Implementations, Collections Management, Fraud Investigations, Implementing Change, Scalability, Brokers, Fraud, Investment Management, Call Centers, Financial Services, Process Improvement, Coaching, Retirement, Executive Management, Securities, Management, Settlement, Relationship Management, Team Management, Equities, Series 7, Series 63, FINRA, Wealth Management, Asset Management, Fixed Income, Strategic Financial..., Investment Advisory, Asset Allocation, Finance, Trading, Retirement Planning, Capital Markets, Options, Hedge Funds, Alternative Investments, Derivatives, Investment Strategies
Education
Northeastern University
B.S., Business Adminstration
W. Morgan Spencer CFP®, AAMS's Charles Schwab Experience February 2011 - September 2012
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Fred Steinken's Charles Schwab Experience February 2013 - April 2014
Job QA Test Lead
Industry Information Technology and Services
Experience
Neudesic April 2014 - Present
Charles Schwab February 2013 - April 2014
Odysseyware October 2012 - January 2013
Sogeti April 2011 - August 2012
rSmart March 2009 - April 2011
Verdict Systems LLC January 2009 - March 2009
Avanade October 2002 - October 2008
Pentawave 1999 - 2001
ECAdvantage 1997 - 1999
Skills
System Testing, Agile Methodologies, Selenium, Quality Assurance, Test Planning, Agile Project Management, Business Analysis, Business Process, Agile Testing, Databases, Defect Tracking, Eclipse, JIRA, Java, Leadership, Manual Testing, Microsoft SQL Server, Oracle, QTP, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, Resource Management, SDLC, SQL, Scrum, SharePoint, Software Documentation, Software Project..., Software Quality..., Subversion, TFS, Test Cases, Test Execution, Test Management, Test Strategy, Testing, Usability Testing, User Acceptance Testing, Visio, Waterfall, Web Applications, Web Services, XML
Education
Roosevelt University 1990 — 1992
MBA, Information Systems
Northern Illinois University 1980 — 1984
BS, Economics
Neudesic April 2014 - Present
Charles Schwab February 2013 - April 2014
Odysseyware October 2012 - January 2013
Sogeti April 2011 - August 2012
rSmart March 2009 - April 2011
Verdict Systems LLC January 2009 - March 2009
Avanade October 2002 - October 2008
Pentawave 1999 - 2001
ECAdvantage 1997 - 1999
Skills
System Testing, Agile Methodologies, Selenium, Quality Assurance, Test Planning, Agile Project Management, Business Analysis, Business Process, Agile Testing, Databases, Defect Tracking, Eclipse, JIRA, Java, Leadership, Manual Testing, Microsoft SQL Server, Oracle, QTP, Quality Center, Regression Testing, Requirements Analysis, Requirements Gathering, Resource Management, SDLC, SQL, Scrum, SharePoint, Software Documentation, Software Project..., Software Quality..., Subversion, TFS, Test Cases, Test Execution, Test Management, Test Strategy, Testing, Usability Testing, User Acceptance Testing, Visio, Waterfall, Web Applications, Web Services, XML
Education
Roosevelt University 1990 — 1992
MBA, Information Systems
Northern Illinois University 1980 — 1984
BS, Economics
Mandy Meloche's Charles Schwab Experience April 1999 - March 2006
Job Assistant Vice President/Business Analyst at Countrywide Bank
Industry Financial Services
Experience
Countrywide Bank August 2007 - Present
Schwab Institutional July 2006 - July 2007
Pursuit Capital LLC March 2006 - July 2006
Charles schwab April 1999 - March 2006
Education
Northern Arizona University 1996 — 1998
Countrywide Bank August 2007 - Present
Schwab Institutional July 2006 - July 2007
Pursuit Capital LLC March 2006 - July 2006
Charles schwab April 1999 - March 2006
Education
Northern Arizona University 1996 — 1998
Lynn Casasnovas's Charles Schwab Experience 1989 - Present
Job Managing Director, Desktop Solutions
Industry Financial Services
Experience
Schwab Institutional Managing DirectorCharles SchwabJuly 1989 - Present
Charles Schwab (Schwab Institutional) 1989 - Present
Charles Schwab 1989 - Present
Charles Schwab & co, San Francisco 1989 - Present
Skills
Management, Financial Services, Product Management, Program Management, Marketing, Business Analysis, Series 7, Investments, Leadership, Strategy
Education
Northern Michigan University
Schwab Institutional Managing DirectorCharles SchwabJuly 1989 - Present
Charles Schwab (Schwab Institutional) 1989 - Present
Charles Schwab 1989 - Present
Charles Schwab & co, San Francisco 1989 - Present
Skills
Management, Financial Services, Product Management, Program Management, Marketing, Business Analysis, Series 7, Investments, Leadership, Strategy
Education
Northern Michigan University
Eric Bartlett's Charles Schwab Experience September 1997 - September 2001
Job Department Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Edward Jones February 2012 - Present
Edward Jones October 2008 - March 2012
Edward Jones Investments January 2005 - October 2008
Edward Jones Investments February 2002 - January 2005
Charles Schwab September 1997 - September 2001
Skills
Leadership Development, Leadership, Training, Marketing, Financial Services
Education
Northern Arizona University 1994 — 1996
B.S., Communications
Spencer Bates-Cohen's Charles Schwab Experience January 2006 - September 2008
Job
Industry Management Consulting
Experience
Legion Corporation & Archway Property Services September 2009 - April 2014
Kensington Investment Group 2008 - 2009
Charles Schwab January 2006 - September 2008
Skills
Physical Security, Strategic Planning, Surveillance, Crisis Management, Customer Service, Emergency Management, Risk Assessment, Security Audits, Security Management, Risk Management, Private Investigations, Security Training, Leadership, Project Management, Military, Operations Management, Microsoft Office, Counterterrorism, Intelligence, Training, Security Operations, Team Building, Intelligence Analysis, Close Protection, Force Protection, Weapons, Army, Executive Protection, Personal Protection, Tactics, Corporate Security, Firearms, Asset Protection, Protection, Investigation, Maritime Security, Military Operations, Operational Planning, Command, Contingency Planning, Personal Security, Background Checks, Security+, Internal Investigations, Security Clearance, Security, Reconnaissance, Counterintelligence, Vulnerability Assessment, Enforcement
Education
Northern Arizona University
Small Business Administration, Entrepreneurial Studies
SUNY- Empire State
International, Law & Economics
Rio Salado College
Paralegal Studies
Legion Corporation & Archway Property Services September 2009 - April 2014
Kensington Investment Group 2008 - 2009
Charles Schwab January 2006 - September 2008
Skills
Physical Security, Strategic Planning, Surveillance, Crisis Management, Customer Service, Emergency Management, Risk Assessment, Security Audits, Security Management, Risk Management, Private Investigations, Security Training, Leadership, Project Management, Military, Operations Management, Microsoft Office, Counterterrorism, Intelligence, Training, Security Operations, Team Building, Intelligence Analysis, Close Protection, Force Protection, Weapons, Army, Executive Protection, Personal Protection, Tactics, Corporate Security, Firearms, Asset Protection, Protection, Investigation, Maritime Security, Military Operations, Operational Planning, Command, Contingency Planning, Personal Security, Background Checks, Security+, Internal Investigations, Security Clearance, Security, Reconnaissance, Counterintelligence, Vulnerability Assessment, Enforcement
Education
Northern Arizona University
Small Business Administration, Entrepreneurial Studies
SUNY- Empire State
International, Law & Economics
Rio Salado College
Paralegal Studies
Lisa Vogel (Trower)'s Charles Schwab Experience August 2000 - December 2002
Job Director, Product Brand Services at Hunter Douglas
Industry Marketing and Advertising
Experience
Hunter Douglas November 2010 - Present
Hunter Douglas August 2004 - November 2010
Reebok April 2003 - June 2004
Charles Schwab August 2000 - December 2002
Miller Huber Marketing, Interactive Agency May 1999 - August 2000
Saatchi & Saatchi October 1997 - May 1999
Skills
Marketing Strategy, Management, Product Development, Market Research, Sales, Creative Direction, Copywriting, Integrated Marketing, Email Marketing, Marketing, Online Advertising, Direct Mail, Event Planning, Strategic Planning, Advertising, B2B, Marketing Communications
Education
Northeastern University 1990 — 1995
B.S., Journalism/Advertising
Hunter Douglas November 2010 - Present
Hunter Douglas August 2004 - November 2010
Reebok April 2003 - June 2004
Charles Schwab August 2000 - December 2002
Miller Huber Marketing, Interactive Agency May 1999 - August 2000
Saatchi & Saatchi October 1997 - May 1999
Skills
Marketing Strategy, Management, Product Development, Market Research, Sales, Creative Direction, Copywriting, Integrated Marketing, Email Marketing, Marketing, Online Advertising, Direct Mail, Event Planning, Strategic Planning, Advertising, B2B, Marketing Communications
Education
Northeastern University 1990 — 1995
B.S., Journalism/Advertising
Patrick Hooker's Charles Schwab Experience February 2004 - January 2005
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Angela Kritz's Charles Schwab Experience March 1999 - December 2003
Job Sr. Solutions Consultant, FI Merchant Services at Vantiv
Industry Financial Services
Experience
Vantiv June 2014 - Present
Vantiv October 2011 - June 2014
Vantiv August 2010 - October 2011
Fifth Third Processing Solutions November 2009 - July 2011
Charles Schwab March 1999 - December 2003
Skills
Payment Card Processing, Electronic Payments, Merchant Services, Payments, Payment Systems, Credit Cards, Debit Cards, Mobile Payments, Acquiring, Transaction Processing, Product Management, Relationship Management, Payment Gateways, Financial Services, Gift Cards, Customer Experience, E-payments, ACH, Banking, Project Management
Education
Northern Kentucky University 2006 — 2008
BALS, Education, English
Vantiv June 2014 - Present
Vantiv October 2011 - June 2014
Vantiv August 2010 - October 2011
Fifth Third Processing Solutions November 2009 - July 2011
Charles Schwab March 1999 - December 2003
Skills
Payment Card Processing, Electronic Payments, Merchant Services, Payments, Payment Systems, Credit Cards, Debit Cards, Mobile Payments, Acquiring, Transaction Processing, Product Management, Relationship Management, Payment Gateways, Financial Services, Gift Cards, Customer Experience, E-payments, ACH, Banking, Project Management
Education
Northern Kentucky University 2006 — 2008
BALS, Education, English
Donna Craycraft's Charles Schwab Experience 1999 - 2001
Job
Industry Banking
Experience
CSAA Insurance Group March 2013 - Present
Wells Fargo Bank October 2007 - March 2013
1st United Services Credit Union 2005 - 2007
Charles Schwab 1999 - 2001
Corporate Project Resources 1998 - 1999
Wells Fargo Bank 1993 - 1997
Skills
Database Marketing, Direct Marketing, Segmentation, Analytics, Customer Acquisition, Integrated Marketing, Email Marketing, Relationship Management, Cross Selling, Multi-channel Marketing, Product Marketing, Financial Services, Market Research, Customer Insight, Direct Mail
Education
North Park University
BA
CSAA Insurance Group March 2013 - Present
Wells Fargo Bank October 2007 - March 2013
1st United Services Credit Union 2005 - 2007
Charles Schwab 1999 - 2001
Corporate Project Resources 1998 - 1999
Wells Fargo Bank 1993 - 1997
Skills
Database Marketing, Direct Marketing, Segmentation, Analytics, Customer Acquisition, Integrated Marketing, Email Marketing, Relationship Management, Cross Selling, Multi-channel Marketing, Product Marketing, Financial Services, Market Research, Customer Insight, Direct Mail
Education
North Park University
BA
Ken Bigler's Charles Schwab Experience October 2006 - Present
Job Vendor Management
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Wells Fargo Investments 1995 - 1997
Skills
Banking, Wealth Management, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Investments, Risk Management, Series 7, Alternative Investments, Equities, Financial Analysis, Performance Management, Relationship Management, Team Leadership
Education
Northern Arizona University
Charles Schwab October 2006 - Present
Wells Fargo Investments 1995 - 1997
Skills
Banking, Wealth Management, Business Analysis, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Investments, Risk Management, Series 7, Alternative Investments, Equities, Financial Analysis, Performance Management, Relationship Management, Team Leadership
Education
Northern Arizona University
Ann Dowd, CFP®'s Charles Schwab Experience 1999 - 2009
Job Vice President, Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments December 2009 - Present
The Fiscal Times May 2009 - January 2011
CBS Interactive February 2009 - April 2009
Charles Schwab 1999 - 2009
Schwab Washington Research Group 1999 - 2002
Money Magazine 1996 - 1998
Fortune Magazine 1994 - 1996
Fortune Magazine 1983 - 1994
Education
Northwestern University 1974 — 1975
MSJ, Journalism
Smith College 1970 — 1974
BA, English and French
Williams College 1972 — 1973
English and French
Fidelity Investments December 2009 - Present
The Fiscal Times May 2009 - January 2011
CBS Interactive February 2009 - April 2009
Charles Schwab 1999 - 2009
Schwab Washington Research Group 1999 - 2002
Money Magazine 1996 - 1998
Fortune Magazine 1994 - 1996
Fortune Magazine 1983 - 1994
Education
Northwestern University 1974 — 1975
MSJ, Journalism
Smith College 1970 — 1974
BA, English and French
Williams College 1972 — 1973
English and French
Baski A's Charles Schwab Experience October 2013 - Present
Job Sr Database Engineer at Charles Schwab
Industry Government Relations
Experience
Charles Schwab October 2013 - Present
Nielsen September 2013 - October 2013
The M&R Companies April 2013 - August 2013
NTT Data Corporation September 2000 - April 2013
NTT Data Corporation March 2000 - September 2000
NTT Data Corporation April 1999 - November 1999
Skills
Oracle Certified DBA, IT ARCHITECT, Solution Architecture, Infrastructure..., Oracle, Web Project Management, Java Enterprise Edition, SDLC, Web Development, Software Development, PMP, Databases
Education
Northern Illinois University 2005 — 2009
MBA, GENERAL
Madras University 1988 — 1992
B.E, Electronics and Communication
Charles Schwab October 2013 - Present
Nielsen September 2013 - October 2013
The M&R Companies April 2013 - August 2013
NTT Data Corporation September 2000 - April 2013
NTT Data Corporation March 2000 - September 2000
NTT Data Corporation April 1999 - November 1999
Skills
Oracle Certified DBA, IT ARCHITECT, Solution Architecture, Infrastructure..., Oracle, Web Project Management, Java Enterprise Edition, SDLC, Web Development, Software Development, PMP, Databases
Education
Northern Illinois University 2005 — 2009
MBA, GENERAL
Madras University 1988 — 1992
B.E, Electronics and Communication
Monica Joffre's Charles Schwab Experience 1994 - 2001
Job Estate Distribution Team at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. November 2009 - Present
Wells Fargo Investments 2002 - 2009
Charles Schwab 1994 - 2001
Education
Northern Illinois University 1977 — 1981
BS, Political Science & Economics
Charles Schwab & Co. Inc. November 2009 - Present
Wells Fargo Investments 2002 - 2009
Charles Schwab 1994 - 2001
Education
Northern Illinois University 1977 — 1981
BS, Political Science & Economics
Denise Chancellor's Charles Schwab Experience 2010 - Present
Job Manager Mutual Funds Dividends at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Residential Real Estate Company 2005 - May 2011
AST Capital Trust 2002 - 2004
Janus Capital Group 1989 - 2001
Skills
Team Building, Mutual Funds
Education
Northern Arizona University 1984 — 1988
Bachelor of Science
Charles Schwab 2010 - Present
Residential Real Estate Company 2005 - May 2011
AST Capital Trust 2002 - 2004
Janus Capital Group 1989 - 2001
Skills
Team Building, Mutual Funds
Education
Northern Arizona University 1984 — 1988
Bachelor of Science
Brad Jamison's Charles Schwab Experience 2009 - Present
Job Manager Sales Operations & Business Support
Industry Investment Management
Experience
Charles Schwab 2009 - Present
American Funds 2004 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Vendor Management, Investments, Process Improvement, Wealth Management, Asset Management, Business Analysis, Retirement Planning, Risk Management, Strategic Financial..., 401k
Education
University of Phoenix 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University, College of Business Administration 1987 — 1991
business mgmt
Charles Schwab 2009 - Present
American Funds 2004 - 2009
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Vendor Management, Investments, Process Improvement, Wealth Management, Asset Management, Business Analysis, Retirement Planning, Risk Management, Strategic Financial..., 401k
Education
University of Phoenix 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University, College of Business Administration 1987 — 1991
business mgmt
AJ Rea, CIMA's Charles Schwab Experience November 1995 - May 2006
Job Vice President, BlackRock iShares National Accounts
Industry Investment Management
Experience
BlackRock November 2008 - Present
Charles Schwab November 1995 - May 2006
Skills
ETFs, Strategic Account..., Key Account..., Sales, Mutual Funds
Education
Northern Arizona University 1990 — 1994
BS, Mathematics
BlackRock November 2008 - Present
Charles Schwab November 1995 - May 2006
Skills
ETFs, Strategic Account..., Key Account..., Sales, Mutual Funds
Education
Northern Arizona University 1990 — 1994
BS, Mathematics
Matthew Gromek's Charles Schwab Experience August 2015 - Present
Job Internal Sales and Support at Charles Schwab Bank Trust Division
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab Bank Trust Division August 2014 - August 2015
Charles Schwab Trust Company October 2009 - August 2014
Wells Fargo Financial September 2008 - October 2009
Automotive Investment Group October 2006 - November 2008
Collins Irish Pub and Eatery August 2004 - May 2006
Skills
Management, Sales, Customer Service, Customer Retention, Human Resources, Marketing, Finance, Loans, Financial Analysis, Accounting, Microsoft Excel, Underwriting, Strategic Planning, Account Management, Leadership, Team Building, Real Estate, Risk Management
Education
Northern Arizona University 2002 — 2006
Bachelors, Business Management
Northern Arizona University 2002 — 2006
BS, Management
Charles Schwab August 2015 - Present
Charles Schwab Bank Trust Division August 2014 - August 2015
Charles Schwab Trust Company October 2009 - August 2014
Wells Fargo Financial September 2008 - October 2009
Automotive Investment Group October 2006 - November 2008
Collins Irish Pub and Eatery August 2004 - May 2006
Skills
Management, Sales, Customer Service, Customer Retention, Human Resources, Marketing, Finance, Loans, Financial Analysis, Accounting, Microsoft Excel, Underwriting, Strategic Planning, Account Management, Leadership, Team Building, Real Estate, Risk Management
Education
Northern Arizona University 2002 — 2006
Bachelors, Business Management
Northern Arizona University 2002 — 2006
BS, Management
jil bailey's Charles Schwab Experience computer opsAT&T1984 - 1997
Job Sr Staff at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab computer opsAT&T1984 - 1997
Education
Northern Arizona University-The W. A. Franke College of Business 1979 — 1983
Marketing/Finance
Charles Schwab computer opsAT&T1984 - 1997
Education
Northern Arizona University-The W. A. Franke College of Business 1979 — 1983
Marketing/Finance
Ryan Schaut's Charles Schwab Experience February 2010 - Present
Job Software Application Engineer
Industry Information Technology and Services
Experience
Charles Schwab February 2010 - Present
Northern Arizona University January 2008 - December 2009
Wyndham Vacation Ownership May 2007 - November 2007
Skills
Operating Systems, Windows, Computer Hardware, Technical Support, SQL, Unix, Visual Studio, Linux, Bash, ASP.NET, Web Technologies, Microsoft Office, Visual C#, Microsoft Excel, Customer Service, Management, PowerPoint, Sales
Education
Northern Arizona University 2005 — 2009
B.S.B.A, Computer Information Systems
Northern Arizona University 2005 — 2009
B.S.B.A; of 2009, Business Management
Charles Schwab February 2010 - Present
Northern Arizona University January 2008 - December 2009
Wyndham Vacation Ownership May 2007 - November 2007
Skills
Operating Systems, Windows, Computer Hardware, Technical Support, SQL, Unix, Visual Studio, Linux, Bash, ASP.NET, Web Technologies, Microsoft Office, Visual C#, Microsoft Excel, Customer Service, Management, PowerPoint, Sales
Education
Northern Arizona University 2005 — 2009
B.S.B.A, Computer Information Systems
Northern Arizona University 2005 — 2009
B.S.B.A; of 2009, Business Management
Kris Bevans's Charles Schwab Experience December 2013 - Present
Job Affluent Client Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Walmart Stores Inc. April 2010 - December 2013
Creative Closets and More March 2004 - April 2010
Skills
Merchandising, Customer Service, Loss Prevention, Inventory Management, Training, Inventory Control, Store Management, Budgets, Retail, Operations Management, Sales Management, Visual Merchandising, Retail Sales, Customer Satisfaction, Leadership, Team Building, Purchasing, Recruiting, Forecasting, Management, Strategic Leadership, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Business Analysis, Risk Management, Risk Analysis, Fundamental Analysis, Technical Analysis, Trading Strategies, Investment Strategies, Financial Planning, Retirement Planning
Education
Northeastern University
Bachelor of Science (BS), Finance and Accounting Management
Charles Schwab December 2013 - Present
Walmart Stores Inc. April 2010 - December 2013
Creative Closets and More March 2004 - April 2010
Skills
Merchandising, Customer Service, Loss Prevention, Inventory Management, Training, Inventory Control, Store Management, Budgets, Retail, Operations Management, Sales Management, Visual Merchandising, Retail Sales, Customer Satisfaction, Leadership, Team Building, Purchasing, Recruiting, Forecasting, Management, Strategic Leadership, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Business Analysis, Risk Management, Risk Analysis, Fundamental Analysis, Technical Analysis, Trading Strategies, Investment Strategies, Financial Planning, Retirement Planning
Education
Northeastern University
Bachelor of Science (BS), Finance and Accounting Management
Casey Booth's Charles Schwab Experience October 2011 - Present
Job Sr. Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Charles Schwab March 2011 - October 2011
Charles Schwab March 2008 - March 2011
Enterprise Rent-A-Car March 2007 - March 2008
Enterprise Rent-A-Car October 2006 - March 2007
CBS Radio January 2006 - September 2006
Crain Communications May 2004 - August 2004
Skills
Customer Service, CRM, Leadership, Process Improvement, Portfolio Management, Management, Problem Solving, Sales, Team Leadership, Advertising, Customer Satisfaction, Marketing, Time Management, Account Management, Customer Relations, Portfolio Center, Salesforce.com, Outsourcing, Business Relationship..., Microsoft Excel, Microsoft Word, Outlook, Twitter, Facebook, Onboarding, Consulting, Business Development, Reporting & Analysis, Financial Data..., Financial Services, Project Management, Teamwork
Education
Northwest Missouri State University 2001 — 2005
BA, Business Management
Northwest Missouri State University 2001 — 2005
BA, Business Marketing
Rockhurst High School 1998 — 2001
Charles Schwab October 2011 - Present
Charles Schwab March 2011 - October 2011
Charles Schwab March 2008 - March 2011
Enterprise Rent-A-Car March 2007 - March 2008
Enterprise Rent-A-Car October 2006 - March 2007
CBS Radio January 2006 - September 2006
Crain Communications May 2004 - August 2004
Skills
Customer Service, CRM, Leadership, Process Improvement, Portfolio Management, Management, Problem Solving, Sales, Team Leadership, Advertising, Customer Satisfaction, Marketing, Time Management, Account Management, Customer Relations, Portfolio Center, Salesforce.com, Outsourcing, Business Relationship..., Microsoft Excel, Microsoft Word, Outlook, Twitter, Facebook, Onboarding, Consulting, Business Development, Reporting & Analysis, Financial Data..., Financial Services, Project Management, Teamwork
Education
Northwest Missouri State University 2001 — 2005
BA, Business Management
Northwest Missouri State University 2001 — 2005
BA, Business Marketing
Rockhurst High School 1998 — 2001
Ed Schenk's Charles Schwab Experience April 1999 - Present
Job Manager Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Chicago Board of Trade August 1988 - July 1997
Education
North Park University 1994 — 1997
BS, Finance
Charles Schwab April 1999 - Present
Chicago Board of Trade August 1988 - July 1997
Education
North Park University 1994 — 1997
BS, Finance
Joseph Kupferschmidt's Charles Schwab Experience September 1997 - January 2000
Job Senior Compliance Officer at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
Tom Gemmell's Charles Schwab Experience March 2012 - March 2015
Job Managing Director at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
Charles Schwab March 2012 - March 2015
optionsXpress November 2002 - March 2012
Brown & Company 1998 - 2001
Skills
Options, Trading, Equities, Series 7, Securities, FINRA, Electronic Trading, Series 63, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Series 24, Options Strategies, Foreign Exchange, Financial Markets, Series 4, Series 3, Futures, Forex
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
E*TRADE Financial Corporation April 2015 - Present
Charles Schwab March 2012 - March 2015
optionsXpress November 2002 - March 2012
Brown & Company 1998 - 2001
Skills
Options, Trading, Equities, Series 7, Securities, FINRA, Electronic Trading, Series 63, Mutual Funds, Derivatives, Trading Systems, Equity Trading, Series 24, Options Strategies, Foreign Exchange, Financial Markets, Series 4, Series 3, Futures, Forex
Education
Northern Illinois University 1994 — 1998
Bachelors, Finance
Ray Calimlim's Charles Schwab Experience 1999 - 2004
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Andrew Seiferth's Charles Schwab Experience ArtistAndrew SeiferthOctober 2010 - Present
Job Artist at Andrew Seiferth
Industry Fine Art
Experience
Charles Schwab ArtistAndrew SeiferthOctober 2010 - Present
Skills
Process Improvement, Quality Assurance, Customer Service
Education
Northern Arizona University
saguaro high school
Charles Schwab ArtistAndrew SeiferthOctober 2010 - Present
Skills
Process Improvement, Quality Assurance, Customer Service
Education
Northern Arizona University
saguaro high school
Deron Florey, CFP®'s Charles Schwab Experience 2009 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Skills
CFP, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, FINRA, Investment Advisory, Investment portfolio..., Asset Allocation, Strategic Financial..., Alternative Investments, Investment Strategies, Sales Management
Education
Northern Arizona University
B.S.B.A. -Finance
Charles Schwab 2009 - Present
Skills
CFP, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, FINRA, Investment Advisory, Investment portfolio..., Asset Allocation, Strategic Financial..., Alternative Investments, Investment Strategies, Sales Management
Education
Northern Arizona University
B.S.B.A. -Finance
Kylie York's Charles Schwab Experience November 2010 - December 2010
Job Finance and Administrative Coordinator
Industry Accounting
Experience
USTA April 2014 - Present
DuraMark Technologies LLC February 2013 - April 2014
LA Fitness January 2011 - August 2011
Charles Schwab November 2010 - December 2010
United States Tennis Assocation May 2010 - September 2010
Skills
Customer Service, Account Management, Cold Calling, Salesforce.com, Sports Marketing, Sales, Microsoft Office, PowerPoint, Sports, Sponsorship, Sports Management, Public Speaking, Microsoft Excel, Leadership, New Business Development, Fundraising, Coaching, Sales Management, Business Development, Time Management
Education
Northern Illinois University 2006 — 2010
Corporate Communications, Communications
Hamilton Southeastern High School 2002 — 2006
Honors
USTA April 2014 - Present
DuraMark Technologies LLC February 2013 - April 2014
LA Fitness January 2011 - August 2011
Charles Schwab November 2010 - December 2010
United States Tennis Assocation May 2010 - September 2010
Skills
Customer Service, Account Management, Cold Calling, Salesforce.com, Sports Marketing, Sales, Microsoft Office, PowerPoint, Sports, Sponsorship, Sports Management, Public Speaking, Microsoft Excel, Leadership, New Business Development, Fundraising, Coaching, Sales Management, Business Development, Time Management
Education
Northern Illinois University 2006 — 2010
Corporate Communications, Communications
Hamilton Southeastern High School 2002 — 2006
Honors
Brenden LaBonte's Charles Schwab Experience August 2012 - Present
Job Sr Specialist Institutional Trading
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Charles Schwab July 2008 - August 2012
Education
Northern Arizona University 2004 — 2008
BSBA, Finance
Charles Schwab August 2012 - Present
Charles Schwab July 2008 - August 2012
Education
Northern Arizona University 2004 — 2008
BSBA, Finance
Margie Kubik's Charles Schwab Experience 2002 - Present
Job Sr. Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2002 - Present
Charles Schwab 2001 - 2002
Charles Schwab 1997 - 2001
Charles Schwab 1995 - 1997
Skills
Series 7, Series 63, Portfolio Management, Investments, Wealth Management, Asset Management, Capacity Planning, Securities, Mutual Funds, Financial Services, Equities, Investment Advisory, Asset Allocation, FINRA
Education
Northern Illinois University
Business Management
Charles Schwab 2002 - Present
Charles Schwab 2001 - 2002
Charles Schwab 1997 - 2001
Charles Schwab 1995 - 1997
Skills
Series 7, Series 63, Portfolio Management, Investments, Wealth Management, Asset Management, Capacity Planning, Securities, Mutual Funds, Financial Services, Equities, Investment Advisory, Asset Allocation, FINRA
Education
Northern Illinois University
Business Management
Matthew Ogle's Charles Schwab Experience October 2011 - Present
Job Customer Service & Support at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
N/A August 2010 - Present
Blue Goose Supermarket January 2001 - January 2008
Education
Northern Illinois University
Bachelor of Science, Finance
Charles Schwab October 2011 - Present
N/A August 2010 - Present
Blue Goose Supermarket January 2001 - January 2008
Education
Northern Illinois University
Bachelor of Science, Finance
Flavia Baltram's Charles Schwab Experience March 1997 - October 1999
Job Student at Northern Arizona University
Industry Business Supplies and Equipment
Experience
Northern Arizona University Project ManagerCharles SchwabOctober 1999 - September 2001
Charles Schwab March 1997 - October 1999
Skills
Public Speaking, Event Planning, Business Development, Program Management
Education
Northern Arizona University 2012 — 2013
Paradise Valley Community College 2009 — 2012
Business Associates
Northern Arizona University Project ManagerCharles SchwabOctober 1999 - September 2001
Charles Schwab March 1997 - October 1999
Skills
Public Speaking, Event Planning, Business Development, Program Management
Education
Northern Arizona University 2012 — 2013
Paradise Valley Community College 2009 — 2012
Business Associates
Anthony Camacho's Charles Schwab Experience May 2012 - June 2014
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2014 - Present
Charles Schwab May 2012 - June 2014
Merrill Edge October 2011 - February 2012
JPMorgan Chase February 2011 - October 2011
The Desert Highlands Country Club December 2010 - February 2011
Discount Tire September 2007 - February 2011
Skills
Spanish, Microsoft Office, DOS, Windows, Banking, Customer Service, Customer Satisfaction, Customer Retention, Data Entry, Phone Etiquette, Technical Analysis, Investment Portfolio, Portfolio Assessment
Education
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Accounting
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
CliftonLarsonAllen September 2014 - Present
Charles Schwab May 2012 - June 2014
Merrill Edge October 2011 - February 2012
JPMorgan Chase February 2011 - October 2011
The Desert Highlands Country Club December 2010 - February 2011
Discount Tire September 2007 - February 2011
Skills
Spanish, Microsoft Office, DOS, Windows, Banking, Customer Service, Customer Satisfaction, Customer Retention, Data Entry, Phone Etiquette, Technical Analysis, Investment Portfolio, Portfolio Assessment
Education
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Accounting
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank