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
Wallace Louie Wallace Louie's Charles Schwab Experience 1989 - 2005
Job Director of Communications and Marketing at SEED
Industry Consumer Services
Experience
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Stanford Institute for Innovation in Developing Economies (SEED) 2014 - Present
Teen Esteem 2013 - Present
WGL Consulting 2013 - 2014
World Vision 2012 - 2013
Wells Fargo Wealth Management 2010 - 2011
Joie de Vivre Hospitality 2008 - 2009
Taleo 2007 - 2008
E*TRADE Financial 2006 - 2007
Charles Schwab 1989 - 2005
Skills
Marketing Strategy, Product Development, Direct Marketing, Product Marketing, Marketing Communications, Leadership, Coaching, Customer-focused, Brand Management, Cross-functional Team..., Strategy, Entrepreneurship, Integrated Marketing, Online Advertising, Marketing, Social Media Marketing, Market Research, SaaS, B2B, E-commerce, Advertising, Business Planning, Strategic Planning, Management, SEM, Social Networking, Enterprise Software, Public Relations, Team Leadership, Mobile Devices, Sales, Cloud Computing, Segmentation, Strategic Partnerships, B2B Marketing
Education
Stanford University Graduate School of Business
Strategic Marketing Management Executive Program (MMP)
Northwestern University - Kellogg School of Management
Executive Development Program (EDP)
San Francisco State University, College of Business
MBA, Finance
University of California, Berkeley
BA, Economics
Lowell High School
Bob Redd Bob Redd's Charles Schwab Experience June 2007 - August 2007
Job Audit and Consulting Manager at Dell
Industry Computer Hardware
Experience
Dell March 2014 - Present
Dell March 2013 - March 2014
Dell September 2011 - March 2013
Dell August 2009 - September 2011
Ohio University College of Business September 2008 - June 2009
Charles Schwab June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Leadership, Microsoft Excel, Business Analysis, Forecasting, Process Improvement, Accounting, Finance, Marketing, Business Process..., Financial Modeling, Analysis, Auditing, Management
Education
Ohio University 2005 — 2009
Bachelor of Business Administration, Finance and Marketing with a Politcal Science Minor
Dell March 2014 - Present
Dell March 2013 - March 2014
Dell September 2011 - March 2013
Dell August 2009 - September 2011
Ohio University College of Business September 2008 - June 2009
Charles Schwab June 2007 - August 2007
Skills
Financial Analysis, Data Analysis, Leadership, Microsoft Excel, Business Analysis, Forecasting, Process Improvement, Accounting, Finance, Marketing, Business Process..., Financial Modeling, Analysis, Auditing, Management
Education
Ohio University 2005 — 2009
Bachelor of Business Administration, Finance and Marketing with a Politcal Science Minor
Barb Weiss Barb Weiss's Charles Schwab Experience 2003 - 2005
Job Certified B.A.N.K. Personality Sales Trainer and Speaker
Industry Marketing and Advertising
Experience
B.A.N.K. Personality Sales Training System 2013 - Present
ViSalus 2011 - 2013
AAA Northern California, Nevada & Utah October 2006 - 2010
Charles Schwab 2003 - 2005
American Culinary ChefsBest 2002 - 2004
Direct Partners 2000 - 2001
McCann Erickson 2000 - 2000
Shugart Matson Young 1998 - 1999
Resource Marketing May 1995 - July 1998
Skills
Integrated Marketing, Direct Marketing, Marketing Communications, Team Leadership, Sales, Marketing, Email Marketing, Digital Marketing, Direct Sales, Lead Generation, Recruiting, Advertising, Marketing Strategy, Online Advertising
Education
Ohio University 1989 — 1993
BSJ, Advertising Management
B.A.N.K. Personality Sales Training System 2013 - Present
ViSalus 2011 - 2013
AAA Northern California, Nevada & Utah October 2006 - 2010
Charles Schwab 2003 - 2005
American Culinary ChefsBest 2002 - 2004
Direct Partners 2000 - 2001
McCann Erickson 2000 - 2000
Shugart Matson Young 1998 - 1999
Resource Marketing May 1995 - July 1998
Skills
Integrated Marketing, Direct Marketing, Marketing Communications, Team Leadership, Sales, Marketing, Email Marketing, Digital Marketing, Direct Sales, Lead Generation, Recruiting, Advertising, Marketing Strategy, Online Advertising
Education
Ohio University 1989 — 1993
BSJ, Advertising Management
Erik D. Saunders Erik D. Saunders's Charles Schwab Experience September 2005 - December 2014
Job Managing Director Sr. Financial Advisor at Basilica Wealth Management Inc.
Industry Financial Services
Experience
Basilica Wealth Management Inc. 2014 - Present
Charles Schwab September 2005 - December 2014
Dreyfus Brokerage Services, Inc. April 2003 - September 2005
Franklin Templeton Investments April 1989 - March 2003
Education
Notre Dame de Namur University 1993 — 1995
Bachelor of Science (B.S.), Business Administration, Accounting Emphasis
Basilica Wealth Management Inc. 2014 - Present
Charles Schwab September 2005 - December 2014
Dreyfus Brokerage Services, Inc. April 2003 - September 2005
Franklin Templeton Investments April 1989 - March 2003
Education
Notre Dame de Namur University 1993 — 1995
Bachelor of Science (B.S.), Business Administration, Accounting Emphasis
Michelle Poirier's Charles Schwab Experience August 2013 - Present
Job Event Manager
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Skills
Training, Management, Leadership, Vendor Management, Employee Engagement, Team Building, Series 7, Process Improvement, Project Management, Program Management, Coaching
Education
Norwich University 1991 — 1996
Bachelor of Architecture (B.Arch.), Architecture
Charles Schwab August 2013 - Present
Skills
Training, Management, Leadership, Vendor Management, Employee Engagement, Team Building, Series 7, Process Improvement, Project Management, Program Management, Coaching
Education
Norwich University 1991 — 1996
Bachelor of Architecture (B.Arch.), Architecture
Linda Kong Linda Kong's Charles Schwab Experience 2001 - 2002
Job Sr Director Homeowner and Partner Experience at Luxury Retreats
Industry Retail
Experience
Luxury Retreats January 2015 - Present
11 Main - An Alibaba Group Company September 2013 - Present
SF Kids Consignment Sales Events September 2012 - September 2013
The Knowcient Group March 2013 - May 2013
Walmart.com 2008 - 2012
ORIENTED.COM 2007 - 2008
Verican 2007 - 2008
Clorox 2005 - 2007
Stanford University 2003 - 2005
Charles Schwab 2001 - 2002
Skills
Site Merchandising, Competitive Analysis, Web Analytics, Vendor Management, Strategic Partnerships, SEO, Content Strategy, Product Management, Product Marketing, Marketing, Business Development, Business Networking, Data Analysis, Cross-functional Team..., E-commerce, Project Management, Mobile Marketing, Merchandising, User Experience
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, ECommerce
Luxury Retreats January 2015 - Present
11 Main - An Alibaba Group Company September 2013 - Present
SF Kids Consignment Sales Events September 2012 - September 2013
The Knowcient Group March 2013 - May 2013
Walmart.com 2008 - 2012
ORIENTED.COM 2007 - 2008
Verican 2007 - 2008
Clorox 2005 - 2007
Stanford University 2003 - 2005
Charles Schwab 2001 - 2002
Skills
Site Merchandising, Competitive Analysis, Web Analytics, Vendor Management, Strategic Partnerships, SEO, Content Strategy, Product Management, Product Marketing, Marketing, Business Development, Business Networking, Data Analysis, Cross-functional Team..., E-commerce, Project Management, Mobile Marketing, Merchandising, User Experience
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, ECommerce
Daniel Galster Daniel Galster's Charles Schwab Experience August 2014 - Present
Job Trade Away / Prime Broker Settlement Service Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
J.P. Morgan Asset Management June 2012 - August 2014
J.P. Morgan Asset Management October 2010 - October 2012
J.P. Morgan Asset Management July 2009 - October 2010
J.P. Morgan Asset Management March 2008 - July 2009
J.P. Morgan Asset Management June 2006 - March 2008
Skills
Customer Relations, Excel, Equities, PowerPoint, Series 7, CRPC, Mutual Funds, Trading, Customer Service, Microsoft Excel
Education
Northwood University 2002 — 2006
Bachelor, Business Administration
Charles Schwab August 2014 - Present
J.P. Morgan Asset Management June 2012 - August 2014
J.P. Morgan Asset Management October 2010 - October 2012
J.P. Morgan Asset Management July 2009 - October 2010
J.P. Morgan Asset Management March 2008 - July 2009
J.P. Morgan Asset Management June 2006 - March 2008
Skills
Customer Relations, Excel, Equities, PowerPoint, Series 7, CRPC, Mutual Funds, Trading, Customer Service, Microsoft Excel
Education
Northwood University 2002 — 2006
Bachelor, Business Administration
Steve Eckels Steve Eckels's Charles Schwab Experience April 1997 - July 2005
Job Retired
Industry Individual & Family Services
Experience
Theeckles.us July 2015 - Present
E2mcresources May 2008 - December 2013
Charles Schwab April 1997 - July 2005
Visual Services, Inc. August 1993 - April 1997
Wunderman Worldwide April 1982 - June 1993
Wunderman 1982 - 1993
Young & Rubicam 1982 - 1983
Skills
Copywriting, Presentation Development, Marketing Communications, Direct Marketing, Marketing Concepts, Mentoring, Integrated Marketing, Marketing Strategy, Program Execution, Financial Services, Concept Development, Team Leadership, Automotive, Marketing, Coaching, Leadership, New Business Development, Management, Advertising, Creative Direction, Program Management, Fundraising, Team Building, Human Resources, Online Marketing, Relationship Marketing, Online Advertising, Interactive Marketing, Lead Generation, Mobile Marketing, Strategy
Education
Oakland University 1969 — 1972
BA, English and Linguistics
Theeckles.us July 2015 - Present
E2mcresources May 2008 - December 2013
Charles Schwab April 1997 - July 2005
Visual Services, Inc. August 1993 - April 1997
Wunderman Worldwide April 1982 - June 1993
Wunderman 1982 - 1993
Young & Rubicam 1982 - 1983
Skills
Copywriting, Presentation Development, Marketing Communications, Direct Marketing, Marketing Concepts, Mentoring, Integrated Marketing, Marketing Strategy, Program Execution, Financial Services, Concept Development, Team Leadership, Automotive, Marketing, Coaching, Leadership, New Business Development, Management, Advertising, Creative Direction, Program Management, Fundraising, Team Building, Human Resources, Online Marketing, Relationship Marketing, Online Advertising, Interactive Marketing, Lead Generation, Mobile Marketing, Strategy
Education
Oakland University 1969 — 1972
BA, English and Linguistics
John Gillespie, CFA John Gillespie, CFA's Charles Schwab Experience July 2006 - May 2008
Job Senior Consultant at Aon Hewitt | Retirement and Investment
Industry Investment Management
Experience
Aon Hewitt Retirement and Investment October 2011 - Present
Goldman Sachs Asset Management June 2008 - March 2011
Charles Schwab July 2006 - May 2008
Merrill Lynch September 2003 - July 2006
Skills
Investments, Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Management, 401k, Investment Advisory, Retirement, Financial Services, Separately Managed..., Institutional..., High Net Worth...
Education
Ohio University 1996 — 2000
BBA, Finance
St. Ignatius High School 1992 — 1996
Cleveland, OH
Aon Hewitt Retirement and Investment October 2011 - Present
Goldman Sachs Asset Management June 2008 - March 2011
Charles Schwab July 2006 - May 2008
Merrill Lynch September 2003 - July 2006
Skills
Investments, Fixed Income, Asset Allocation, Alternative Investments, Asset Managment, Portfolio Management, Mutual Funds, Equities, Wealth Management, Investment Management, 401k, Investment Advisory, Retirement, Financial Services, Separately Managed..., Institutional..., High Net Worth...
Education
Ohio University 1996 — 2000
BBA, Finance
St. Ignatius High School 1992 — 1996
Cleveland, OH
Jeffrey Morrison, CFP®'s Charles Schwab Experience November 2002 - February 2004
Job Senior Portfolio Manager at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services November 2009 - Present
J.P. Morgan June 2005 - November 2009
First Tennessee Bank February 2004 - August 2005
Charles Schwab November 2002 - February 2004
Charles Schwab February 2001 - November 2002
Charles Schwab June 1999 - February 2001
Skills
Portfolio Management, Investments, Fixed Income, Equities, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Alternative Investments, Retirement Planning, Personal Financial..., Capital Markets, Hedge Funds, Investment Management, Financial Planning, Financial Advisory, Wealth Management..., Financial Services, Retirement, High Net Worth..., Finance, Private Equity, Risk Management, Investment Strategies
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Finance, General
St. Louis University
Oglethorpe University 2001 — 2002
Financial Planning and Services
PNC Financial Services November 2009 - Present
J.P. Morgan June 2005 - November 2009
First Tennessee Bank February 2004 - August 2005
Charles Schwab November 2002 - February 2004
Charles Schwab February 2001 - November 2002
Charles Schwab June 1999 - February 2001
Skills
Portfolio Management, Investments, Fixed Income, Equities, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Alternative Investments, Retirement Planning, Personal Financial..., Capital Markets, Hedge Funds, Investment Management, Financial Planning, Financial Advisory, Wealth Management..., Financial Services, Retirement, High Net Worth..., Finance, Private Equity, Risk Management, Investment Strategies
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Science (BS), Finance, General
St. Louis University
Oglethorpe University 2001 — 2002
Financial Planning and Services
Helen Timen's Charles Schwab Experience December 1999 - September 2001
Job QA Analyst at RelayHealth
Industry Computer Software
Experience
RelayHealth December 2010 - Present
AKQA October 2009 - January 2011
Kaiser Permanente November 2001 - October 2009
Kaiser Permanente KPIT 2001 - 2009
Charles Schwab December 1999 - September 2001
Skills
Quality Assurance, Quality Center, Leadership, Agile Methodologies, System Testing, Testing, Test Planning, Test Automation, User Acceptance Testing, Requirements Analysis, Enterprise Software, Recruiting, Management, SQL, Oracle, Training, QTP, Analysis, Strategic Planning, JIRA, Software Project..., Visio, Test Strategy, Test Cases, Test Management, Project Planning, Strategy, Defect Tracking, Software Quality..., Quality Management, Business Analysis, Agile Project Management, Waterfall, SharePoint, Software Documentation, Integration, Scrum, Regression Testing, Manual Testing, Requirements Gathering, Selenium, SDLC, XML
Education
Odessa National 'I.I. Mecnikov' University 1982 — 1988
BA, Russian and English Language and Literature
Odessa State University
RelayHealth December 2010 - Present
AKQA October 2009 - January 2011
Kaiser Permanente November 2001 - October 2009
Kaiser Permanente KPIT 2001 - 2009
Charles Schwab December 1999 - September 2001
Skills
Quality Assurance, Quality Center, Leadership, Agile Methodologies, System Testing, Testing, Test Planning, Test Automation, User Acceptance Testing, Requirements Analysis, Enterprise Software, Recruiting, Management, SQL, Oracle, Training, QTP, Analysis, Strategic Planning, JIRA, Software Project..., Visio, Test Strategy, Test Cases, Test Management, Project Planning, Strategy, Defect Tracking, Software Quality..., Quality Management, Business Analysis, Agile Project Management, Waterfall, SharePoint, Software Documentation, Integration, Scrum, Regression Testing, Manual Testing, Requirements Gathering, Selenium, SDLC, XML
Education
Odessa National 'I.I. Mecnikov' University 1982 — 1988
BA, Russian and English Language and Literature
Odessa State University
Alyssa Parker's Charles Schwab Experience March 2015 - Present
Job Client Services Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
Ohio University August 2011 - May 2013
Ohio University June 2011 - May 2013
Ohio University Baker Center Event Services September 2010 - May 2013
Charles Schwab June 2012 - August 2012
Global Consulting Program for the Blue Economy June 2011 - July 2011
Skills
Time Management, Leadership, Teamwork, Management, Organization, Research, Event Planning, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Peer Mentoring, Microsoft Office, Mediation, Retirement Benefits, Mentoring New Hires, Social Media Marketing, Facebook, Social Media, Marketing, Retirement Planning, Client Relationships..., 401k
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing & Management and Strategic Leadership
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
Ohio University August 2011 - May 2013
Ohio University June 2011 - May 2013
Ohio University Baker Center Event Services September 2010 - May 2013
Charles Schwab June 2012 - August 2012
Global Consulting Program for the Blue Economy June 2011 - July 2011
Skills
Time Management, Leadership, Teamwork, Management, Organization, Research, Event Planning, Microsoft Excel, Customer Service, Public Speaking, PowerPoint, Peer Mentoring, Microsoft Office, Mediation, Retirement Benefits, Mentoring New Hires, Social Media Marketing, Facebook, Social Media, Marketing, Retirement Planning, Client Relationships..., 401k
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (BBA), Marketing & Management and Strategic Leadership
Sharon Sosa's Charles Schwab Experience September 2007 - June 2011
Job Trade Support Associate
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Pershing, a BNY Mellon company December 2013 - March 2014
Morgan Stanley Private Wealth Management June 2013 - October 2013
Florida Hospital June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Skills
Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Windows, English, Coaching, Event Planning, Finance, Financial Analysis, Financial Services, Leadership, Marketing
Education
Nova Southeastern University 2009 — 2015
Master of Science (M.S.), Biomedical Informatics Program - College of Osteopathic
Nova Southeastern University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General
Pershing, a BNY Mellon company March 2014 - Present
Pershing, a BNY Mellon company December 2013 - March 2014
Morgan Stanley Private Wealth Management June 2013 - October 2013
Florida Hospital June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Skills
Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Windows, English, Coaching, Event Planning, Finance, Financial Analysis, Financial Services, Leadership, Marketing
Education
Nova Southeastern University 2009 — 2015
Master of Science (M.S.), Biomedical Informatics Program - College of Osteopathic
Nova Southeastern University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General
Helen Simon, DBA, CFP, RMA's Charles Schwab Experience 1994 - 1998
Job Investment Professional with 30+ years of experience & Finance Professor
Industry Investment Management
Experience
Everglades University June 2015 - Present
Keiser University January 2015 - Present
PBMS, LLC. January 1998 - Present
Nova Southeastern University June 2014 - April 2015
Florida International University December 2003 - June 2014
Florida International University December 2008 - April 2012
Charles Schwab 1994 - 1998
Meg Green & Associates 1991 - 1994
Prudential Financial 1988 - 1991
Burke, Bogart and Brownell 1980 - 1984
Skills
Leadership, Coaching, Teaching, Financial Analysis, Leadership Development, Public Speaking, Financial Modeling, Strategic Planning, Research, Higher Education, Equities, Data Analysis, Management, Analysis, Finance, Training, Entrepreneurship, Staff Development, Fee-Only, Social Security..., Retirement Planning, Retirement, RMA, Retirement Management..., CFP, Certified Financial..., DROP Plans, Pension Maximization, Security Analysis, Educator, Strategic Financial..., Financial Services, Financial Risk, Pensions, Individual Pension Plans, Personal Pensions, Social Security Planning, Bonds, Municipal Bonds, Life Expectancy Planning, Communication, Client Focused, Client Representation, Retirement Guidance, Financial Guidance, Financial Advisor, Financial Planner, Budgets, Money Management, Managed Money
Education
Nova Southeastern University 1999 — 2005
MBA & DBA, Business
Bishop Reilly High School 1971 — 1974
Salem State University
RMA, Retirement Management ANalyst
Everglades University June 2015 - Present
Keiser University January 2015 - Present
PBMS, LLC. January 1998 - Present
Nova Southeastern University June 2014 - April 2015
Florida International University December 2003 - June 2014
Florida International University December 2008 - April 2012
Charles Schwab 1994 - 1998
Meg Green & Associates 1991 - 1994
Prudential Financial 1988 - 1991
Burke, Bogart and Brownell 1980 - 1984
Skills
Leadership, Coaching, Teaching, Financial Analysis, Leadership Development, Public Speaking, Financial Modeling, Strategic Planning, Research, Higher Education, Equities, Data Analysis, Management, Analysis, Finance, Training, Entrepreneurship, Staff Development, Fee-Only, Social Security..., Retirement Planning, Retirement, RMA, Retirement Management..., CFP, Certified Financial..., DROP Plans, Pension Maximization, Security Analysis, Educator, Strategic Financial..., Financial Services, Financial Risk, Pensions, Individual Pension Plans, Personal Pensions, Social Security Planning, Bonds, Municipal Bonds, Life Expectancy Planning, Communication, Client Focused, Client Representation, Retirement Guidance, Financial Guidance, Financial Advisor, Financial Planner, Budgets, Money Management, Managed Money
Education
Nova Southeastern University 1999 — 2005
MBA & DBA, Business
Bishop Reilly High School 1971 — 1974
Salem State University
RMA, Retirement Management ANalyst
Rachelle Henry Rachelle Henry's Charles Schwab Experience September 2006 - August 2007
Job Business Analyst
Industry Financial Services
Experience
TIAA-CREF July 2013 - May 2015
Capital One Investing July 2012 - July 2013
Genworth Financial October 2011 - June 2012
BridgeEnglish March 2011 - July 2011
Wells Fargo Bank June 2010 - March 2011
BlackRock September 2009 - March 2010
Shorenstein Realty Services November 2008 - June 2009
BlackRock January 2008 - September 2008
Charles Schwab September 2006 - August 2007
eBay October 2005 - March 2006
Skills
Integration, Business Process, Business Analysis, Quality Assurance, Business Process..., Requirements Gathering, Program Management, Systems Analysis, Software Documentation, Business Requirements, Analysis, Process Improvement, Project Management, Risk Management, Management, SDLC
Education
Notre Dame de Namur University
B.S, Biology
Oxford Seminars
TESL/TEFL/ESL Certification
FINRA
Series 7/General Securities License (+ Series 63)
TIAA-CREF July 2013 - May 2015
Capital One Investing July 2012 - July 2013
Genworth Financial October 2011 - June 2012
BridgeEnglish March 2011 - July 2011
Wells Fargo Bank June 2010 - March 2011
BlackRock September 2009 - March 2010
Shorenstein Realty Services November 2008 - June 2009
BlackRock January 2008 - September 2008
Charles Schwab September 2006 - August 2007
eBay October 2005 - March 2006
Skills
Integration, Business Process, Business Analysis, Quality Assurance, Business Process..., Requirements Gathering, Program Management, Systems Analysis, Software Documentation, Business Requirements, Analysis, Process Improvement, Project Management, Risk Management, Management, SDLC
Education
Notre Dame de Namur University
B.S, Biology
Oxford Seminars
TESL/TEFL/ESL Certification
FINRA
Series 7/General Securities License (+ Series 63)
Jon Kroll Jon Kroll's Charles Schwab Experience September 2011 - Present
Job Schwab Technology Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Optionetics, Inc. January 2003 - August 2011
Hewlett-Packard Consulting October 2000 - April 2002
Metavante, Inc. September 1998 - September 2000
Peace Corps 1996 - 1997
Skills
Web Applications, Web Development, JavaScript, E-commerce, HTML 5, HTML, CSS, Web Services, SQL, Integration, Mobile Applications, Mobile Devices, Enterprise Software, Agile Project Management, Objective-C, Requirements Analysis, .NET, iOS development, Microsoft SQL Server, SOA, Mobile, HTML5, ASP.NET, Certified Scrum Master..., Agile Methodologies, Scrum
Education
Northwestern University 1990 — 1994
BA, Psychology
University of Wisconsin-Milwaukee - School of Business Administration
MS, Management Information Systems
Charles Schwab September 2011 - Present
Optionetics, Inc. January 2003 - August 2011
Hewlett-Packard Consulting October 2000 - April 2002
Metavante, Inc. September 1998 - September 2000
Peace Corps 1996 - 1997
Skills
Web Applications, Web Development, JavaScript, E-commerce, HTML 5, HTML, CSS, Web Services, SQL, Integration, Mobile Applications, Mobile Devices, Enterprise Software, Agile Project Management, Objective-C, Requirements Analysis, .NET, iOS development, Microsoft SQL Server, SOA, Mobile, HTML5, ASP.NET, Certified Scrum Master..., Agile Methodologies, Scrum
Education
Northwestern University 1990 — 1994
BA, Psychology
University of Wisconsin-Milwaukee - School of Business Administration
MS, Management Information Systems
Emily Quail's Charles Schwab Experience June 2009 - November 2009
Job Catering Sales Manager
Industry Events Services
Experience
M Culinary Concepts LLC August 2015 - Present
Chef's Expressions February 2014 - December 2014
Catering by Uptown November 2010 - February 2014
A. Dominick Events October 2010 - October 2010
Charles Schwab June 2009 - November 2009
Stuart's Opera House January 2008 - May 2008
Ohio University Office of University Events September 2007 - May 2008
United Way of Greater Cleveland June 2006 - August 2006
Skills
Event Planning, Social Media, Customer Service, Social Networking, Facebook, Event Management, Research, Corporate Events, Microsoft Office, Trade Shows, Sales, Project Planning, Management, Sponsorship, Marketing, Public Relations, Fundraising
Education
Ohio University 2004 — 2008
Bachelor's, Communication, Organizational Communication
M Culinary Concepts LLC August 2015 - Present
Chef's Expressions February 2014 - December 2014
Catering by Uptown November 2010 - February 2014
A. Dominick Events October 2010 - October 2010
Charles Schwab June 2009 - November 2009
Stuart's Opera House January 2008 - May 2008
Ohio University Office of University Events September 2007 - May 2008
United Way of Greater Cleveland June 2006 - August 2006
Skills
Event Planning, Social Media, Customer Service, Social Networking, Facebook, Event Management, Research, Corporate Events, Microsoft Office, Trade Shows, Sales, Project Planning, Management, Sponsorship, Marketing, Public Relations, Fundraising
Education
Ohio University 2004 — 2008
Bachelor's, Communication, Organizational Communication
Brett Carter's Charles Schwab Experience June 2012 - August 2012
Job Financial Analyst at The Goodyear Tire & Rubber Company
Industry Financial Services
Experience
The Goodyear Tire & Rubber Company July 2015 - Present
The Goodyear Tire & Rubber Company July 2013 - July 2015
Charles Schwab June 2012 - August 2012
Education
Ohio University 2009 — 2013
BBA, Finance, Economics
Saint Edward High School 2005 — 2009
The Goodyear Tire & Rubber Company July 2015 - Present
The Goodyear Tire & Rubber Company July 2013 - July 2015
Charles Schwab June 2012 - August 2012
Education
Ohio University 2009 — 2013
BBA, Finance, Economics
Saint Edward High School 2005 — 2009
Josh Hobbs's Charles Schwab Experience March 2015 - Present
Job Prospect Delivery Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab December 2012 - March 2015
Charles Schwab October 2010 - December 2012
Charles Schwab November 2007 - October 2010
Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, Securities, Series 7, Series 63, Wealth Management, 401k, Asset Allocation, FINRA, Investment Advisory, Retirement, Strategic Financial...
Education
Northwood University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab March 2015 - Present
Charles Schwab December 2012 - March 2015
Charles Schwab October 2010 - December 2012
Charles Schwab November 2007 - October 2010
Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, Securities, Series 7, Series 63, Wealth Management, 401k, Asset Allocation, FINRA, Investment Advisory, Retirement, Strategic Financial...
Education
Northwood University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brad Lesowitz Brad Lesowitz's Charles Schwab Experience September 2009 - Present
Job Managing Director Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Paul A. Fullerton's Charles Schwab Experience January 2015 - Present
Job Managing Director, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Charles Schwab January 2015 - Present
PCA Retirement & Benefits, Inc. June 2008 - Present
Founders Advisory August 2008 - January 2015
McKinsey & Company September 2006 - August 2008
Cerulli Associates 2000 - 2006
INVESCO January 1999 - July 2000
Astrop Advisory June 1995 - January 1999
Skills
Asset Management, Wealth Management, Business Strategy, Strategic Planning, New Business Development, Strategy Development, Management Consulting, Private Wealth..., Pensions, Asset Managment, Wealth Management..., Strategy, Hedge Funds, Alternative Investments, Investments, Mutual Funds, Strategic Financial..., Financial Services, Financial Advisory, Securities, Retirement, CRM, Executive Management, Portfolio Management, Trading, Investment Strategies, Investment Advisory, Financial Planning
Education
Ohio University 1991 — 1995
B.A., Finance
Pécsi Tudományegyetem 1993 — 1993
International Business
Mark Dupuis Mark Dupuis's Charles Schwab Experience 2006 - 2012
Job eCommerce Product Manager @ WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2013 - Present
Walmart.com 2012 - 2013
Charles Schwab 2006 - 2012
Wells Fargo 2005 - 2006
Coupons.com 2005 - 2005
Skills
E-commerce, Product Management, CRM, Business Analysis, Product Development, Project Management, Software Project..., Integration, Agile Methodologies, Requirements Analysis, Software Development, Epiphany, Microsoft Excel, SnagIt, Pivot Tables, BazaarVoice, Communication, PowerPoint, User Stories, User Acceptance Testing, JIRA, Confluence, Tokenization
Education
Salve Regina University 1990 — 1994
Bachelor of Science (B.S.)
Northwestern University 2003 — 2004
Certificate Program
Williams-Sonoma, Inc. July 2013 - Present
Walmart.com 2012 - 2013
Charles Schwab 2006 - 2012
Wells Fargo 2005 - 2006
Coupons.com 2005 - 2005
Skills
E-commerce, Product Management, CRM, Business Analysis, Product Development, Project Management, Software Project..., Integration, Agile Methodologies, Requirements Analysis, Software Development, Epiphany, Microsoft Excel, SnagIt, Pivot Tables, BazaarVoice, Communication, PowerPoint, User Stories, User Acceptance Testing, JIRA, Confluence, Tokenization
Education
Salve Regina University 1990 — 1994
Bachelor of Science (B.S.)
Northwestern University 2003 — 2004
Certificate Program
Dan LoPresto CIPM, CIPT, CISSP, CFE, SANS GCIH's Charles Schwab Experience November 2000 - January 2006
Job Director, Information Protection & Privacy at Marriott Vacations Worldwide Corporation
Industry Hospitality
Experience
Marriott Vacations Worldwide Corporation July 2011 - Present
Webster University - Orlando May 2006 - Present
Information Systems Security Association 2003 - Present
PitViper Industries - Technology Solutions July 2000 - Present
Bright House Networks April 2007 - July 2011
Fifth Third Bank (R-G Crown Bank) 2006 - 2007
Charles Schwab November 2000 - January 2006
Skills
Information Security, Security, Data Security, Data Privacy, Information Security..., Privacy Law, PCI DSS, CISSP, Encryption, Risk Management, Security Audits, Risk Assessment, Policy, Enterprise Software, ISO 27001, Private Investigations, Fraud, Business Continuity, Disaster Recovery, Information Technology, Standards Compliance, NIST, Security Policy..., Internal Controls, Incident Management, Research, CIPP, Certified Fraud Examiner, Incident Handling, CIPT, Computer Security, Security Management, Vulnerability Management, Vulnerability Assessment, Compliance, Incident Response, Information Assurance, CFE, Investigations, Fraud Investigations, Fraud Prevention, Enterprise Information..., Information Security..., Incident Analysis, CIPM
Education
Nova Southeastern University 2004 — 2006
Ph.D. abd, Information Systems
Webster University 2001 — 2003
Masters, Computer Resources and Information Management
Rutgers, The State University of New Jersey-Newark 1998 — 1998
Graduate Business Courses
University of South Florida 1993 — 1997
Bachelors, Management Information Systems (MIS)
Marriott Vacations Worldwide Corporation July 2011 - Present
Webster University - Orlando May 2006 - Present
Information Systems Security Association 2003 - Present
PitViper Industries - Technology Solutions July 2000 - Present
Bright House Networks April 2007 - July 2011
Fifth Third Bank (R-G Crown Bank) 2006 - 2007
Charles Schwab November 2000 - January 2006
Skills
Information Security, Security, Data Security, Data Privacy, Information Security..., Privacy Law, PCI DSS, CISSP, Encryption, Risk Management, Security Audits, Risk Assessment, Policy, Enterprise Software, ISO 27001, Private Investigations, Fraud, Business Continuity, Disaster Recovery, Information Technology, Standards Compliance, NIST, Security Policy..., Internal Controls, Incident Management, Research, CIPP, Certified Fraud Examiner, Incident Handling, CIPT, Computer Security, Security Management, Vulnerability Management, Vulnerability Assessment, Compliance, Incident Response, Information Assurance, CFE, Investigations, Fraud Investigations, Fraud Prevention, Enterprise Information..., Information Security..., Incident Analysis, CIPM
Education
Nova Southeastern University 2004 — 2006
Ph.D. abd, Information Systems
Webster University 2001 — 2003
Masters, Computer Resources and Information Management
Rutgers, The State University of New Jersey-Newark 1998 — 1998
Graduate Business Courses
University of South Florida 1993 — 1997
Bachelors, Management Information Systems (MIS)
David Connors's Charles Schwab Experience December 2011 - Present
Job Strategic Sourcing Professional
Industry Computer Networking
Experience
Charles Schwab December 2011 - Present
Electronic Arts August 2011 - November 2011
Cisco Systems February 2007 - July 2011
Cisco Systems Capital Corporation September 2002 - January 2007
Cisco Systems June 1999 - August 2002
Bank of America October 1994 - June 1999
Education
Occidental College
BA, Economics
Charles Schwab December 2011 - Present
Electronic Arts August 2011 - November 2011
Cisco Systems February 2007 - July 2011
Cisco Systems Capital Corporation September 2002 - January 2007
Cisco Systems June 1999 - August 2002
Bank of America October 1994 - June 1999
Education
Occidental College
BA, Economics
Ian Hamilton Ian Hamilton's Charles Schwab Experience 2008 - 2010
Job Account Manager | Product Manager | Consultative Sales Representative | Trainer seeking new career opportunity
Industry Automotive
Experience
CCL Industries (Formerly Avery Dennison’s Designed & Engineered Solutions Division) 2013 - 2014
Auto Technology Company 2011 - 2013
American Fidelity Assurance Company July 2010 - 2011
Charles Schwab 2008 - 2010
Chase Bank 2005 - 2008
The J.P. Farley Corporation 2003 - 2005
Skills
Consultative Sales..., Sales Cycle Management, Account Management, Sales Process, Finance, CRM, Customer Service, Banking, Credit, Financial Analysis, Mutual Funds, Investments, Process Improvement, Marketing, Direct Sales, Business Analysis, Insurance, Cold Calling, Forecasting, Microsoft Office, Sales Operations, Selling, Sales, Management, Leadership, Training
Education
Ohio University
BBA, Finance
Ohio University
Sales Certification, Sales
Westlake High School
High School
CCL Industries (Formerly Avery Dennison’s Designed & Engineered Solutions Division) 2013 - 2014
Auto Technology Company 2011 - 2013
American Fidelity Assurance Company July 2010 - 2011
Charles Schwab 2008 - 2010
Chase Bank 2005 - 2008
The J.P. Farley Corporation 2003 - 2005
Skills
Consultative Sales..., Sales Cycle Management, Account Management, Sales Process, Finance, CRM, Customer Service, Banking, Credit, Financial Analysis, Mutual Funds, Investments, Process Improvement, Marketing, Direct Sales, Business Analysis, Insurance, Cold Calling, Forecasting, Microsoft Office, Sales Operations, Selling, Sales, Management, Leadership, Training
Education
Ohio University
BBA, Finance
Ohio University
Sales Certification, Sales
Westlake High School
High School
Diana De Vera Tamhankar, CIMA®'s Charles Schwab Experience June 2011 - September 2015
Job Vice President, Senior Research Analyst
Industry Financial Services
Experience
Legato Capital Management LLC September 2015 - Present
Charles Schwab June 2011 - September 2015
Morgan Stanley Smith Barney May 2006 - June 2011
Citibank September 2003 - May 2006
Education
Notre Dame de Namur University 2009 — 2011
MBA, Finance
San Jose State University 2003 — 2005
BS, International Business
Legato Capital Management LLC September 2015 - Present
Charles Schwab June 2011 - September 2015
Morgan Stanley Smith Barney May 2006 - June 2011
Citibank September 2003 - May 2006
Education
Notre Dame de Namur University 2009 — 2011
MBA, Finance
San Jose State University 2003 — 2005
BS, International Business
Adam Kiser Adam Kiser's Charles Schwab Experience August 1999 - February 2004
Job Lead Financial Analyst, IT Finance at The Goodyear Tire & Rubber Company
Industry Financial Services
Experience
The Goodyear Tire & Rubber Company March 2012 - July 2015
Summa Western Reserve Hospital March 2009 - March 2012
Deloitte February 2004 - November 2008
Charles Schwab August 1999 - February 2004
Ernst & Young August 1996 - August 1999
Skills
CPA, Business Analysis, Business Intelligence, Financial Analysis, Auditing, Financial Accounting, Forecasting, Financial Modeling, US GAAP, Sarbanes-Oxley, SEC filings, GAAP, Strategic Financial..., General Ledger, Business Process..., Access, Account Reconciliation, Strategic Planning, Accounts Payable, Accruals, External Audit, Journal Entries, Financial Services, Accounts Receivable, Accounting, Internal Controls, Financial Reporting, Finance, Budgets, Analysis, Microsoft Excel, SAP, Managerial Finance, Variance Analysis
Education
Ohio Wesleyan University 1992 — 1996
Bachelors, Accounting
Chippewa High School 1989 — 1992
Muskingum College
Masters, Information Strategy, Systems and Technology
The Goodyear Tire & Rubber Company March 2012 - July 2015
Summa Western Reserve Hospital March 2009 - March 2012
Deloitte February 2004 - November 2008
Charles Schwab August 1999 - February 2004
Ernst & Young August 1996 - August 1999
Skills
CPA, Business Analysis, Business Intelligence, Financial Analysis, Auditing, Financial Accounting, Forecasting, Financial Modeling, US GAAP, Sarbanes-Oxley, SEC filings, GAAP, Strategic Financial..., General Ledger, Business Process..., Access, Account Reconciliation, Strategic Planning, Accounts Payable, Accruals, External Audit, Journal Entries, Financial Services, Accounts Receivable, Accounting, Internal Controls, Financial Reporting, Finance, Budgets, Analysis, Microsoft Excel, SAP, Managerial Finance, Variance Analysis
Education
Ohio Wesleyan University 1992 — 1996
Bachelors, Accounting
Chippewa High School 1989 — 1992
Muskingum College
Masters, Information Strategy, Systems and Technology
Hamid Minoui Hamid Minoui's Charles Schwab Experience September 2006 - November 2007
Job
Industry Information Technology and Services
Experience
Exponential Interactive October 2009 - Present
Optimal Strategies, Inc. April 2004 - October 2009
Walmart.com June 2009 - September 2009
Wells Fargo Bank November 2007 - May 2009
Charles Schwab September 2006 - November 2007
Database Specialists (Client SCIF) September 2005 - September 2006
Charles Schwab October 2004 - August 2005
UPS Supply Chain Solutions April 2001 - April 2004
Charles Schwab & Company 2004 - 2004
ePIT August 1999 - January 2001
Skills
Databases, High Availability, PL/SQL, Unix, Data Warehousing, Public Speaking, Database Replication...
Education
Oakland University 1980 — 1981
MS
University of Utah 1978 — 1979
BS
School of Planning and Computer Application
Bachelor of Applied Science (B.A.Sc.)
Exponential Interactive October 2009 - Present
Optimal Strategies, Inc. April 2004 - October 2009
Walmart.com June 2009 - September 2009
Wells Fargo Bank November 2007 - May 2009
Charles Schwab September 2006 - November 2007
Database Specialists (Client SCIF) September 2005 - September 2006
Charles Schwab October 2004 - August 2005
UPS Supply Chain Solutions April 2001 - April 2004
Charles Schwab & Company 2004 - 2004
ePIT August 1999 - January 2001
Skills
Databases, High Availability, PL/SQL, Unix, Data Warehousing, Public Speaking, Database Replication...
Education
Oakland University 1980 — 1981
MS
University of Utah 1978 — 1979
BS
School of Planning and Computer Application
Bachelor of Applied Science (B.A.Sc.)
Margaret Spring Margaret Spring's Charles Schwab Experience September 2000 - December 2002
Job Proprietor M.Spring Hardware
Industry Design
Experience
M.Spring Hardware November 2014 - Present
Consultant October 2013 - Present
Various institutions and studios November 2012 - November 2014
Infogroup November 2012 - June 2013
Acxiom September 2008 - November 2012
Ivar Jacobson Consulting February 2007 - September 2008
GetActive (acquired by Convio, then acquired by Blackbaud) June 2005 - January 2007
Charles Schwab September 2000 - December 2002
Merrill Lynch January 2000 - September 2000
Chicago Board of Trade November 1998 - December 1999
Skills
Product Management, SaaS, Strategy, Operational Strategy, Integration, CRM, Project Management, Product Development, Multi-channel Marketing, User Experience, Management, Priority Setting, Requirements Gathering, User-centered Design, Business Process..., Digital Marketing, Cross-functional Team..., Program Management, Software Development, Business Process, Heuristic Evaluation, Requirements Analysis, Functional..., Process Integration, Operations Management, Customer Segmentation..., Interaction Design, Use Case Analysis, Human Computer..., Strategic Planning, Requirements, Business Case..., Information Policy, Agile Methodologies, Scrum, Metal Fabrication, Usability, Customer Research, Sales Support Tools
Education
University of California, Berkeley 2003 — 2005
Masters of Information Management & Systems, IT Strategy, Interaction Design, Human Computer Interaction, Information Policy & Economics
Northwestern University 1994 — 1998
BA, Political Science & International Studies
School for International Training 1997 — 1997
Culture, Social and Economic Development - Northeastern Brazil
Oregon Episcopal School 1989 — 1994
M.Spring Hardware November 2014 - Present
Consultant October 2013 - Present
Various institutions and studios November 2012 - November 2014
Infogroup November 2012 - June 2013
Acxiom September 2008 - November 2012
Ivar Jacobson Consulting February 2007 - September 2008
GetActive (acquired by Convio, then acquired by Blackbaud) June 2005 - January 2007
Charles Schwab September 2000 - December 2002
Merrill Lynch January 2000 - September 2000
Chicago Board of Trade November 1998 - December 1999
Skills
Product Management, SaaS, Strategy, Operational Strategy, Integration, CRM, Project Management, Product Development, Multi-channel Marketing, User Experience, Management, Priority Setting, Requirements Gathering, User-centered Design, Business Process..., Digital Marketing, Cross-functional Team..., Program Management, Software Development, Business Process, Heuristic Evaluation, Requirements Analysis, Functional..., Process Integration, Operations Management, Customer Segmentation..., Interaction Design, Use Case Analysis, Human Computer..., Strategic Planning, Requirements, Business Case..., Information Policy, Agile Methodologies, Scrum, Metal Fabrication, Usability, Customer Research, Sales Support Tools
Education
University of California, Berkeley 2003 — 2005
Masters of Information Management & Systems, IT Strategy, Interaction Design, Human Computer Interaction, Information Policy & Economics
Northwestern University 1994 — 1998
BA, Political Science & International Studies
School for International Training 1997 — 1997
Culture, Social and Economic Development - Northeastern Brazil
Oregon Episcopal School 1989 — 1994
Tim Duda Tim Duda's Charles Schwab Experience September 2015 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab July 2013 - September 2015
CPK Properties July 2010 - June 2013
Ohio University October 2012 - May 2013
Global Consulting Program Ohio University January 2013 - January 2013
Pizza Hut November 2008 - September 2009
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Leadership, Teamwork, Social Media, Financial Analysis, Team Leadership, Management
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lake Catholic High School 2005 — 2009
Charles Schwab September 2015 - Present
Charles Schwab July 2013 - September 2015
CPK Properties July 2010 - June 2013
Ohio University October 2012 - May 2013
Global Consulting Program Ohio University January 2013 - January 2013
Pizza Hut November 2008 - September 2009
Skills
Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Customer Service, Leadership, Teamwork, Social Media, Financial Analysis, Team Leadership, Management
Education
Ohio University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lake Catholic High School 2005 — 2009
Jacob Walters's Charles Schwab Experience June 2011 - August 2011
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC September 2012 - Present
PwC January 2012 - Present
Ohio University Student Equity Management Group December 2009 - Present
Charles Schwab June 2011 - August 2011
Charles J Ping Recreation Center October 2008 - June 2011
Apple Growth Partners December 2010 - April 2011
Fifth Third Bank December 2010 - December 2010
Simonyi Consulting Program June 2010 - July 2010
Ohio University January 2010 - February 2010
Ohio Department of Transportation June 2009 - September 2009
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Risk Management, Management, Accounting, Equities, Business Planning, Asset Management, Training, Equity Research
Education
Ohio University 2008 — 2012
Bachelor, Business Administration; Accounting, Finance
Pécsi Tudományegyetem
PwC September 2012 - Present
PwC January 2012 - Present
Ohio University Student Equity Management Group December 2009 - Present
Charles Schwab June 2011 - August 2011
Charles J Ping Recreation Center October 2008 - June 2011
Apple Growth Partners December 2010 - April 2011
Fifth Third Bank December 2010 - December 2010
Simonyi Consulting Program June 2010 - July 2010
Ohio University January 2010 - February 2010
Ohio Department of Transportation June 2009 - September 2009
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Risk Management, Management, Accounting, Equities, Business Planning, Asset Management, Training, Equity Research
Education
Ohio University 2008 — 2012
Bachelor, Business Administration; Accounting, Finance
Pécsi Tudományegyetem
Kevin Dark Kevin Dark's Charles Schwab Experience August 2014 - Present
Job Senior Product Manager CRM Tools
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
The Cookie DoughJo March 2014 - Present
Charles Schwab October 2013 - July 2014
Charles Schwab June 2010 - October 2013
Charles Schwab April 2008 - June 2010
Charles Schwab January 2007 - April 2008
JP Morgan Chase and Co August 2003 - November 2006
Skills
Management, Financial Services, Series 7, Series 63, FINRA, Social Media, Team Leadership, Investments, Leadership, Customer Service, Team Building, Employee Engagement, Project Management, Career Development, Oracle CRM, Web Development, Customer Experience, Series 6, Retail Banking, Investment Strategies, Innovation, Idea Generation, Banking, Series 9, Series 10, Ruby on Rails, Salesforce.com..., CRM
Education
Northwood University 2000 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab August 2014 - Present
The Cookie DoughJo March 2014 - Present
Charles Schwab October 2013 - July 2014
Charles Schwab June 2010 - October 2013
Charles Schwab April 2008 - June 2010
Charles Schwab January 2007 - April 2008
JP Morgan Chase and Co August 2003 - November 2006
Skills
Management, Financial Services, Series 7, Series 63, FINRA, Social Media, Team Leadership, Investments, Leadership, Customer Service, Team Building, Employee Engagement, Project Management, Career Development, Oracle CRM, Web Development, Customer Experience, Series 6, Retail Banking, Investment Strategies, Innovation, Idea Generation, Banking, Series 9, Series 10, Ruby on Rails, Salesforce.com..., CRM
Education
Northwood University 2000 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eloise Henry's Charles Schwab Experience June 2000 - October 2004
Job Consultant: Quality Analyst at Harley Davidson
Industry Information Technology and Services
Experience
Harley Davidson October 2013 - Present
City Of Richmond Heights November 2005 - Present
Eloise Henry Consulting 2003 - Present
Universtity Hospitals June 2010 - March 2011
CTG, Computer Task Group November 2005 - August 2009
OEConnection March 2004 - June 2005
Charles Schwab June 2000 - October 2004
Picker International November 1989 - April 2000
Education
University of Phoenix 1998 — 2000
MBA, Global Management
Notre Dame College
BS, Mathematics/Computer Science
American Society of Quality 2007 — 2007
Certification, Certified Software Quality Engineer
Harley Davidson October 2013 - Present
City Of Richmond Heights November 2005 - Present
Eloise Henry Consulting 2003 - Present
Universtity Hospitals June 2010 - March 2011
CTG, Computer Task Group November 2005 - August 2009
OEConnection March 2004 - June 2005
Charles Schwab June 2000 - October 2004
Picker International November 1989 - April 2000
Education
University of Phoenix 1998 — 2000
MBA, Global Management
Notre Dame College
BS, Mathematics/Computer Science
American Society of Quality 2007 — 2007
Certification, Certified Software Quality Engineer
Jennifer Jennings's Charles Schwab Experience June 1999 - January 2002
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2010 - Present
Charles Schwab June 1999 - January 2002
Merrill Lynch January 1995 - June 1999
Education
Northwestern University 1989 — 1993
BS
J.P. Morgan 2010 - Present
Charles Schwab June 1999 - January 2002
Merrill Lynch January 1995 - June 1999
Education
Northwestern University 1989 — 1993
BS
Tonya Williams Bradford's Charles Schwab Experience 1987 - 1988
Job Assistant Professor at University of Notre Dame
Industry Marketing and Advertising
Experience
University of Notre Dame Graduate StudentKellogg School of Management2003 - 2007
S1 Corporation 1999 - 2003
Gemini Consulting 1991 - 1998
Allstate Insurance 1988 - 1991
Charles Schwab 1987 - 1988
Security Pacific Bank 1986 - 1987
Skills
Strategic Planning, Business Strategy, Strategy, Management Consulting, Data Analysis, Analytics, Public Speaking, Competitive Analysis, Program Management, Nonprofits, Research, Market Research, Fundraising, Leadership, Social Media, Leadership Development, Analysis, Higher Education
Education
Northwestern University - Kellogg School of Management
PhD, Marketing
Northwestern University - Kellogg School of Management
MBA, Marketing
Northwestern University
BA, Anthropology
University of Notre Dame Graduate StudentKellogg School of Management2003 - 2007
S1 Corporation 1999 - 2003
Gemini Consulting 1991 - 1998
Allstate Insurance 1988 - 1991
Charles Schwab 1987 - 1988
Security Pacific Bank 1986 - 1987
Skills
Strategic Planning, Business Strategy, Strategy, Management Consulting, Data Analysis, Analytics, Public Speaking, Competitive Analysis, Program Management, Nonprofits, Research, Market Research, Fundraising, Leadership, Social Media, Leadership Development, Analysis, Higher Education
Education
Northwestern University - Kellogg School of Management
PhD, Marketing
Northwestern University - Kellogg School of Management
MBA, Marketing
Northwestern University
BA, Anthropology
Chris Heathcock, MSF, PMP Chris Heathcock, MSF, PMP's Charles Schwab Experience September 2009 - June 2014
Job Manager Software Development at Jackson
Industry Financial Services
Experience
Jackson June 2014 - Present
Charles Schwab September 2009 - June 2014
CIBER May 2009 - August 2009
Charles Schwab May 2008 - December 2008
CIBER June 2006 - February 2008
State of Colorado - Department of Healthcare Policy and Financing March 2004 - April 2006
Compuware August 2000 - May 2004
Centromine, Inc. January 2000 - June 2000
Electronic Data Systems June 1998 - January 2000
Skills
SDLC, Business Analysis, Software Project..., Program Management, PMP, Process Improvement, Requirements Analysis, Agile Methodologies, Project Management, Agile Project Management, Business Process..., IT Strategy, Visio, Integration, Cross-functional Team..., Change Management
Education
University of Denver - Daniels College of Business 2004 — 2006
Master of Science, Finance
Northwood University 1994 — 1998
BBA, Business Management and Computer Science
Jackson June 2014 - Present
Charles Schwab September 2009 - June 2014
CIBER May 2009 - August 2009
Charles Schwab May 2008 - December 2008
CIBER June 2006 - February 2008
State of Colorado - Department of Healthcare Policy and Financing March 2004 - April 2006
Compuware August 2000 - May 2004
Centromine, Inc. January 2000 - June 2000
Electronic Data Systems June 1998 - January 2000
Skills
SDLC, Business Analysis, Software Project..., Program Management, PMP, Process Improvement, Requirements Analysis, Agile Methodologies, Project Management, Agile Project Management, Business Process..., IT Strategy, Visio, Integration, Cross-functional Team..., Change Management
Education
University of Denver - Daniels College of Business 2004 — 2006
Master of Science, Finance
Northwood University 1994 — 1998
BBA, Business Management and Computer Science
Mary S. Hunt Mary S. Hunt's Charles Schwab Experience 2001 - 2002
Job Enterprise Software & Financial Services Marketing
Industry Computer Software
Experience
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Kirsten Wolberg Kirsten Wolberg's Charles Schwab Experience 2001 - 2008
Job Technology & Operations Executive
Industry Information Technology and Services
Experience
PayPal June 2012 - Present
Salesforce.com 2008 - September 2011
Charles Schwab 2001 - 2008
innoVentry 1998 - 2000
CSC Index 1995 - 1998
CAST Management Consultants 1992 - 1994
California Federal Bank 1990 - 1992
First Interstate Bank 1987 - 1990
Skills
Strategy, Program Management, Cloud Computing, Product Management, Strategic Planning, Integration, Software Development, Start-ups, Business Process..., Management, SaaS, Leadership, Management Consulting, Product Development, Security, Salesforce.com, Public Speaking, Offshoring, Financial Services, Turn Around Management, Engaging Speaker, Dynamic Speaker, Mergers & Acquisitions, Business Process..., CRM, Financial Analysis, IT Operations Management, Business Intelligence, PMO, Information Technology, Outsourcing, Change Management, Agile Project Management, Process Improvement, Situational Leadership, Corporate Social..., Enterprise Software, Analytics, Operations Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Emphasis: Information Technology, International Business, Finance
University of Southern California 1985 — 1989
BS, Business
CTO Forum 2011 — 2012
PayPal June 2012 - Present
Salesforce.com 2008 - September 2011
Charles Schwab 2001 - 2008
innoVentry 1998 - 2000
CSC Index 1995 - 1998
CAST Management Consultants 1992 - 1994
California Federal Bank 1990 - 1992
First Interstate Bank 1987 - 1990
Skills
Strategy, Program Management, Cloud Computing, Product Management, Strategic Planning, Integration, Software Development, Start-ups, Business Process..., Management, SaaS, Leadership, Management Consulting, Product Development, Security, Salesforce.com, Public Speaking, Offshoring, Financial Services, Turn Around Management, Engaging Speaker, Dynamic Speaker, Mergers & Acquisitions, Business Process..., CRM, Financial Analysis, IT Operations Management, Business Intelligence, PMO, Information Technology, Outsourcing, Change Management, Agile Project Management, Process Improvement, Situational Leadership, Corporate Social..., Enterprise Software, Analytics, Operations Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Emphasis: Information Technology, International Business, Finance
University of Southern California 1985 — 1989
BS, Business
CTO Forum 2011 — 2012
Carla Sorey-Reed's Charles Schwab Experience January 2000 - August 2008
Job Executive Speaker, Press & Media Coach, Broadcast Talent, Producer, Writer
Industry Broadcast Media
Experience
Reed & Associates January 1998 - Present
Life Theatre Services June 2011 - Present
3g Selling March 2010 - Present
Charles Schwab January 2000 - August 2008
KGO-TV 1997 - 1998
KRON-BAY TV 1996 - 1997
Skills
Video Production, Television, Multimedia, New Media, Broadcast, Social Media, Broadcast Television, Video, Documentaries, Media Production, Producing, Training, Camera, Web Video, Content Development, Corporate Communications, Content Strategy, Voice Over, Video Editing, HD Video, Entertainment, Storytelling, Sound, Commercials, Production Managment, Radio Broadcasting, Voice Acting, Webcasting, Directing, Content Management, Videography, Leadership, Digital Video, Audio Editing, Post Production, Radio Producing, Live Events, Radio Host, Digital Media, Marketing, Recording
Education
Saint Mary's College of California 2012 — 2015
Master of Business Administration (MBA), Global Business Communications
Northwestern University
BA, School of Speech - Theater, Interpretation
Reed & Associates January 1998 - Present
Life Theatre Services June 2011 - Present
3g Selling March 2010 - Present
Charles Schwab January 2000 - August 2008
KGO-TV 1997 - 1998
KRON-BAY TV 1996 - 1997
Skills
Video Production, Television, Multimedia, New Media, Broadcast, Social Media, Broadcast Television, Video, Documentaries, Media Production, Producing, Training, Camera, Web Video, Content Development, Corporate Communications, Content Strategy, Voice Over, Video Editing, HD Video, Entertainment, Storytelling, Sound, Commercials, Production Managment, Radio Broadcasting, Voice Acting, Webcasting, Directing, Content Management, Videography, Leadership, Digital Video, Audio Editing, Post Production, Radio Producing, Live Events, Radio Host, Digital Media, Marketing, Recording
Education
Saint Mary's College of California 2012 — 2015
Master of Business Administration (MBA), Global Business Communications
Northwestern University
BA, School of Speech - Theater, Interpretation
Jason Cunningham Jason Cunningham's Charles Schwab Experience August 2013 - Present
Job MBA, Finance & Accounting
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Carnegie Mellon University May 2013 - August 2013
Thermal Industries, Inc. May 2012 - August 2012
SHIP/Conseco November 2003 - July 2011
MetLife March 2003 - October 2003
Foresters August 2002 - February 2003
Flagstar Bank July 2001 - December 2001
Charles Schwab January 2001 - June 2001
Oberlin College 1995 - 1999
Skills
Finance, Insurance, Financial Analysis, Process Improvement, Management, Risk Management, Financial Modeling, Oracle Reports, Auditing, Cash Flow, Microsoft Office, Project Management, Bloomberg Software, Policy, Business Analysis, Accounting, Financial Services, Budgets, Management Consulting, Analysis, Financial Risk, Health Insurance, Claims Auditing, Valuation, Financial Reporting, Data Analysis, Business Process..., Leadership, Sage accounting software, Strategy, Microsoft Excel
Education
University of Pittsburgh, Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Accounting and Finance
Oberlin College 1995 — 1999
B.A., Psychology and Classics
VASJ
Charles Schwab August 2013 - Present
Carnegie Mellon University May 2013 - August 2013
Thermal Industries, Inc. May 2012 - August 2012
SHIP/Conseco November 2003 - July 2011
MetLife March 2003 - October 2003
Foresters August 2002 - February 2003
Flagstar Bank July 2001 - December 2001
Charles Schwab January 2001 - June 2001
Oberlin College 1995 - 1999
Skills
Finance, Insurance, Financial Analysis, Process Improvement, Management, Risk Management, Financial Modeling, Oracle Reports, Auditing, Cash Flow, Microsoft Office, Project Management, Bloomberg Software, Policy, Business Analysis, Accounting, Financial Services, Budgets, Management Consulting, Analysis, Financial Risk, Health Insurance, Claims Auditing, Valuation, Financial Reporting, Data Analysis, Business Process..., Leadership, Sage accounting software, Strategy, Microsoft Excel
Education
University of Pittsburgh, Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Accounting and Finance
Oberlin College 1995 — 1999
B.A., Psychology and Classics
VASJ
Skip Fogarty Skip Fogarty's Charles Schwab Experience 1990 - 2004
Job Communications Director
Industry Writing and Editing
Experience
Practical & Principled Communications Consulting 2008 - Present
Team-Up for Youth 2005 - 2007
Charles Schwab 1990 - 2004
The Sharper Image 1988 - 1990
The Broadway Dept. Stores 1986 - 1988
Smith Hemmings Gosden 1984 - 1986
Skills
Web Consulting, Copywriting, Newsletters, Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Editing, Crisis Communications, Publications, Advertising, Creative Direction, Direct Marketing, Editorial, Non-profits, Strategy, Marketing, Integrated Marketing, Nonprofits, Content Strategy, Leadership, New Media
Education
Occidental College 1981 — 1984
BA, English
Lowell High School, San Francisco CA
Practical & Principled Communications Consulting 2008 - Present
Team-Up for Youth 2005 - 2007
Charles Schwab 1990 - 2004
The Sharper Image 1988 - 1990
The Broadway Dept. Stores 1986 - 1988
Smith Hemmings Gosden 1984 - 1986
Skills
Web Consulting, Copywriting, Newsletters, Strategic Communications, Corporate Communications, Internal Communications, Public Relations, Editing, Crisis Communications, Publications, Advertising, Creative Direction, Direct Marketing, Editorial, Non-profits, Strategy, Marketing, Integrated Marketing, Nonprofits, Content Strategy, Leadership, New Media
Education
Occidental College 1981 — 1984
BA, English
Lowell High School, San Francisco CA
Ryan J. Kerr, CFP® Ryan J. Kerr, CFP®'s Charles Schwab Experience August 2012 - September 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Ron Keimach Ron Keimach's Charles Schwab Experience 2003 - 2005
Job Principal at Mercer
Industry Human Resources
Experience
Mercer July 2015 - Present
Hay Group 1997 - June 2015
Charles Schwab 2003 - 2005
Watson Wyatt 2000 - 2003
Matson Navigation 1989 - 1997
Wells Fargo Bank 1988 - 1989
Skills
Organizational Design, Certified Compensation..., Compensation & Benefits, Job Evaluation, Management Consulting, HR Consulting, Deferred Compensation, Performance Management, Talent Management, Executive Pay, Management, Strategy, Incentive Programs, Organizational..., Succession Planning, Leadership, Project Management, Change Management
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Marketing, Finance, Transportation
University of California, Berkeley 1979 — 1983
BA, Economics
Mercer July 2015 - Present
Hay Group 1997 - June 2015
Charles Schwab 2003 - 2005
Watson Wyatt 2000 - 2003
Matson Navigation 1989 - 1997
Wells Fargo Bank 1988 - 1989
Skills
Organizational Design, Certified Compensation..., Compensation & Benefits, Job Evaluation, Management Consulting, HR Consulting, Deferred Compensation, Performance Management, Talent Management, Executive Pay, Management, Strategy, Incentive Programs, Organizational..., Succession Planning, Leadership, Project Management, Change Management
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Marketing, Finance, Transportation
University of California, Berkeley 1979 — 1983
BA, Economics
Andrew Urban Andrew Urban's Charles Schwab Experience June 2010 - August 2010
Job Transformational Corporate Real Estate Leader • Analytically Driven • Globally Focused
Industry Medical Devices
Experience
Zimmer Biomet May 2015 - Present
Zimmer, Inc. June 2013 - May 2015
Eaton Corporation June 2012 - July 2013
Eaton Aerospace June 2011 - June 2012
Beta Theta Pi November 2010 - January 2011
Charles Schwab June 2010 - August 2010
Skills
Project Management, Economic Development..., Financial Modeling, Strategy, Corporate Real Estate, Real Estate Transactions, Commercial Real Estate..., International Real..., Financial Analysis, SharePoint, Finance, Program Management, Six Sigma, Microsoft Excel, Financial Reporting, Project Planning, Public Speaking, Strategic Financial..., Leadership, Analysis, Cross-functional Team..., Site Selections, Budgets
Education
Purdue University - Krannert School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Economics
St. Edward High School 2003 — 2007
High School Diploma, College Preparatory
Zimmer Biomet May 2015 - Present
Zimmer, Inc. June 2013 - May 2015
Eaton Corporation June 2012 - July 2013
Eaton Aerospace June 2011 - June 2012
Beta Theta Pi November 2010 - January 2011
Charles Schwab June 2010 - August 2010
Skills
Project Management, Economic Development..., Financial Modeling, Strategy, Corporate Real Estate, Real Estate Transactions, Commercial Real Estate..., International Real..., Financial Analysis, SharePoint, Finance, Program Management, Six Sigma, Microsoft Excel, Financial Reporting, Project Planning, Public Speaking, Strategic Financial..., Leadership, Analysis, Cross-functional Team..., Site Selections, Budgets
Education
Purdue University - Krannert School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ohio University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Economics
St. Edward High School 2003 — 2007
High School Diploma, College Preparatory
Maria Leone Maria Leone's Charles Schwab Experience June 1999 - February 2008
Job Senior Project Manager / Lean Six Sigma
Industry Information Technology and Services
Experience
Blue Shield of California March 2011 - Present
Delta Dental Insurance Company April 2008 - February 2011
Charles Schwab June 1999 - February 2008
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, PMP, Program Management, Visio, Agile Methodologies, Requirements Analysis, MS Project, User Acceptance Testing, Integration, Process Improvement, PMO, Project Management, Business Intelligence, Business Requirements, Business Process..., Software Development, Cross-functional Team...
Education
Northwestern University 1991 — 1993
Master’s Degree, Cognitive Science, User Experience, Visual Design, 3.8
Rutgers University-New Brunswick 1989 — 1991
Master’s Degree, Computer Science, Expert Systems, 3.8
Rutgers University-New Brunswick 1985 — 1989
Bachelor’s Degree, Computer Science, 3.9
Blue Shield of California March 2011 - Present
Delta Dental Insurance Company April 2008 - February 2011
Charles Schwab June 1999 - February 2008
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, PMP, Program Management, Visio, Agile Methodologies, Requirements Analysis, MS Project, User Acceptance Testing, Integration, Process Improvement, PMO, Project Management, Business Intelligence, Business Requirements, Business Process..., Software Development, Cross-functional Team...
Education
Northwestern University 1991 — 1993
Master’s Degree, Cognitive Science, User Experience, Visual Design, 3.8
Rutgers University-New Brunswick 1989 — 1991
Master’s Degree, Computer Science, Expert Systems, 3.8
Rutgers University-New Brunswick 1985 — 1989
Bachelor’s Degree, Computer Science, 3.9
Brent Breslin's Charles Schwab Experience June 2011 - August 2011
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte September 2012 - August 2015
Charles Schwab June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Microsoft Excel, Management, Internal Controls, Data Analysis, Program Management, Financial Reporting, Equity Research, Valuation, Budgets, Accounting, Project Management, Risk Management, Business Process..., Process Improvement, Business Strategy, Business Development, Reader's Advisory, Leadership, Presentation Skills, Presentations, Sales, Pitching Ideas
Education
Ohio University 2008 — 2012
Bachelor's in Business Administration, Finance, Accounting
St. Charles
centerville high school
centerville high school
Deloitte August 2015 - Present
Deloitte September 2012 - August 2015
Charles Schwab June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Microsoft Excel, Management, Internal Controls, Data Analysis, Program Management, Financial Reporting, Equity Research, Valuation, Budgets, Accounting, Project Management, Risk Management, Business Process..., Process Improvement, Business Strategy, Business Development, Reader's Advisory, Leadership, Presentation Skills, Presentations, Sales, Pitching Ideas
Education
Ohio University 2008 — 2012
Bachelor's in Business Administration, Finance, Accounting
St. Charles
centerville high school
centerville high school
Merryl Levy Merryl Levy's Charles Schwab Experience December 2014 - March 2015
Job Project Manager
Industry Internet
Experience
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Vikki Goldman Vikki Goldman's Charles Schwab Experience May 2011 - July 2011
Job Experienced Marketing Communications Consultant
Industry Marketing and Advertising
Experience
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Todd Clark Todd Clark's Charles Schwab Experience April 2013 - July 2015
Job Managing Director at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2015 - Present
Charles Schwab April 2013 - July 2015
Applied Predictive Technologies July 2012 - April 2013
DineEquity, Inc. February 2010 - June 2012
The Parthenon Group January 2008 - December 2009
The Parthenon Group May 2005 - December 2007
Mars & Co. November 1999 - April 2005
Mars & Co. August 1997 - October 1999
Mars & Co. August 1995 - July 1997
Skills
Healthcare, Consumer Products, Restaurants, Optimisation, Strategic Business, Profitable Growth, P&L Management, Business Strategy, Corporate Development, Mergers, Segmentation, Strategy Development, Strategic Planning, Competitive Analysis, Management Consulting, Financial Analysis, Analytics, Business Planning, Acquisition Integration, Financial Modeling, Pricing, Retail, Forecasting, Strategy, Consulting, Leadership, Business Intelligence, Executive Management, Mergers & Acquisitions, Management, Analysis, Cross-functional Team..., SaaS
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Business
Occidental College 1987 — 1990
AB, Economics and Biochemistry
L.E.K. Consulting September 2015 - Present
Charles Schwab April 2013 - July 2015
Applied Predictive Technologies July 2012 - April 2013
DineEquity, Inc. February 2010 - June 2012
The Parthenon Group January 2008 - December 2009
The Parthenon Group May 2005 - December 2007
Mars & Co. November 1999 - April 2005
Mars & Co. August 1997 - October 1999
Mars & Co. August 1995 - July 1997
Skills
Healthcare, Consumer Products, Restaurants, Optimisation, Strategic Business, Profitable Growth, P&L Management, Business Strategy, Corporate Development, Mergers, Segmentation, Strategy Development, Strategic Planning, Competitive Analysis, Management Consulting, Financial Analysis, Analytics, Business Planning, Acquisition Integration, Financial Modeling, Pricing, Retail, Forecasting, Strategy, Consulting, Leadership, Business Intelligence, Executive Management, Mergers & Acquisitions, Management, Analysis, Cross-functional Team..., SaaS
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Business
Occidental College 1987 — 1990
AB, Economics and Biochemistry
Patricia Malone's Charles Schwab Experience May 2010 - August 2012
Job Marketing Executive Strategy and Innovation
Industry Marketing and Advertising
Experience
Sodexo June 2015 - Present
MaloneWorks Marketing and Business Consulting September 2012 - June 2015
Charles Schwab May 2010 - August 2012
University of Michigan April 2008 - May 2010
Citizens Republic Bancorp (Now FirstMerit) June 2006 - April 2008
St. John Providence Health System January 2004 - May 2006
D'Arcy (now Leo Burnett) 2002 - 2003
Campbell-Ewald 1999 - 2002
Bozell 1997 - 1999
Grey Group 1995 - 1997
Skills
Advertising, Marketing Strategy, Online Marketing, Social Media, Public Relations, Strategic Planning, Integrated Marketing, Direct Marketing, Market Planning, Market Research, Product Development, Marketing Communications, SEO, Brand Management, Team Leadership, Team Building, Change Management, Marketing Management, Segmentation, Marketing ROI, Customer Loyalty, Innovation, Strategic Communications, CRM, Lead Generation, Product Marketing, Marketing, Analytics, Corporate Communications, Cross-functional Team..., Leadership, Start-ups, Business Development, Entrepreneurship, Business Strategy, Management, Digital Marketing, Business Planning, Creative Direction, Strategic Partnerships, Brand Development, Marketing Research, Email Marketing, Online Advertising, Digital Strategy, Social Media Marketing, Budgets, Media Relations, Competitive Analysis, Strategy
Education
Oakland University
Master of Business Administration (M.B.A.)
Oakland University
Bachelor of Arts (B.A.)
Sodexo June 2015 - Present
MaloneWorks Marketing and Business Consulting September 2012 - June 2015
Charles Schwab May 2010 - August 2012
University of Michigan April 2008 - May 2010
Citizens Republic Bancorp (Now FirstMerit) June 2006 - April 2008
St. John Providence Health System January 2004 - May 2006
D'Arcy (now Leo Burnett) 2002 - 2003
Campbell-Ewald 1999 - 2002
Bozell 1997 - 1999
Grey Group 1995 - 1997
Skills
Advertising, Marketing Strategy, Online Marketing, Social Media, Public Relations, Strategic Planning, Integrated Marketing, Direct Marketing, Market Planning, Market Research, Product Development, Marketing Communications, SEO, Brand Management, Team Leadership, Team Building, Change Management, Marketing Management, Segmentation, Marketing ROI, Customer Loyalty, Innovation, Strategic Communications, CRM, Lead Generation, Product Marketing, Marketing, Analytics, Corporate Communications, Cross-functional Team..., Leadership, Start-ups, Business Development, Entrepreneurship, Business Strategy, Management, Digital Marketing, Business Planning, Creative Direction, Strategic Partnerships, Brand Development, Marketing Research, Email Marketing, Online Advertising, Digital Strategy, Social Media Marketing, Budgets, Media Relations, Competitive Analysis, Strategy
Education
Oakland University
Master of Business Administration (M.B.A.)
Oakland University
Bachelor of Arts (B.A.)
Maryann Snider Maryann Snider's Charles Schwab Experience December 2004 - April 2009
Job On Sabbatical
Industry Information Technology and Services
Experience
Walmart Global eCommerce, SamsClub.com July 2010 - July 2015
E*TRADE Financial September 2009 - July 2010
California State Automobile Association (AAA) April 2009 - August 2009
Charles Schwab December 2004 - April 2009
Charles Schwab October 1999 - December 2004
Pacific Gas & Electric February 1999 - July 2002
Skills
Agile Methodologies, Scrum, Integration, E-commerce, CRM, Mobile Applications, Coaching, Business, Object Oriented Design, Teamwork, Use Case, Computer Security, Mobile Internet, Stakeholder Engagement, Privacy Law, Fraud, SDLC, Agile Project Management, PMO, Waterfall, PMP, Project Portfolio..., Program Management, Software Project..., Business Analysis, Visio, Process Improvement, Cross-functional Team..., Requirements Analysis, Sprint Planning, Product Management, Release Management, Quality Assurance, Team Leadership, Team Building, Workshop Facilitation, Project Management, Vendor Management, Resource Management, MS Project, Management, Software Development, Leadership, Change Management, Enterprise Software, Training, Analysis, Databases, Software Documentation, Project Planning
Education
Notre Dame de Namur University 1993 — 1997
MA, Counseling Psychology
San Francisco State University 1986 — 1989
BA, Information Science, Psychology
Royalty Toastmasters Club 2010 — 2013
CC, CL, VP Education, Public Speaking
Walmart Global eCommerce, SamsClub.com July 2010 - July 2015
E*TRADE Financial September 2009 - July 2010
California State Automobile Association (AAA) April 2009 - August 2009
Charles Schwab December 2004 - April 2009
Charles Schwab October 1999 - December 2004
Pacific Gas & Electric February 1999 - July 2002
Skills
Agile Methodologies, Scrum, Integration, E-commerce, CRM, Mobile Applications, Coaching, Business, Object Oriented Design, Teamwork, Use Case, Computer Security, Mobile Internet, Stakeholder Engagement, Privacy Law, Fraud, SDLC, Agile Project Management, PMO, Waterfall, PMP, Project Portfolio..., Program Management, Software Project..., Business Analysis, Visio, Process Improvement, Cross-functional Team..., Requirements Analysis, Sprint Planning, Product Management, Release Management, Quality Assurance, Team Leadership, Team Building, Workshop Facilitation, Project Management, Vendor Management, Resource Management, MS Project, Management, Software Development, Leadership, Change Management, Enterprise Software, Training, Analysis, Databases, Software Documentation, Project Planning
Education
Notre Dame de Namur University 1993 — 1997
MA, Counseling Psychology
San Francisco State University 1986 — 1989
BA, Information Science, Psychology
Royalty Toastmasters Club 2010 — 2013
CC, CL, VP Education, Public Speaking
Dave Frame Dave Frame's Charles Schwab Experience 1997 - 2005
Job Senior Vice President, Product Development
Industry Telecommunications
Experience
Consensus Corporation September 2012 - Present
LetsTalk, Inc. June 2005 - October 2012
Charles Schwab 1997 - 2005
Corporate Decisions, Inc. September 1996 - November 1997
Coopers & Lybrand 1991 - 1993
Skills
SEM, SEO, P&L Management, Social Media, E-commerce, Brand Development, Merchandising, User Experience, Product Marketing, Marketing Strategy, Strategic Partnerships, Business Development, Online Marketing, Leadership, Strategy, Product Management, Start-ups, Multi-channel Marketing, Social Media Marketing, Management, Marketing, Product Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing, Accounting, Finance
University of Pennsylvania 1986 — 1990
B.S. Economics, Finance
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
George School 1983 — 1986
Consensus Corporation September 2012 - Present
LetsTalk, Inc. June 2005 - October 2012
Charles Schwab 1997 - 2005
Corporate Decisions, Inc. September 1996 - November 1997
Coopers & Lybrand 1991 - 1993
Skills
SEM, SEO, P&L Management, Social Media, E-commerce, Brand Development, Merchandising, User Experience, Product Marketing, Marketing Strategy, Strategic Partnerships, Business Development, Online Marketing, Leadership, Strategy, Product Management, Start-ups, Multi-channel Marketing, Social Media Marketing, Management, Marketing, Product Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing, Accounting, Finance
University of Pennsylvania 1986 — 1990
B.S. Economics, Finance
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
George School 1983 — 1986
Matt Golden Matt Golden's Charles Schwab Experience June 2012 - August 2012
Job Channel Development Strategy Manager at HERE
Industry Automotive
Experience
HERE, a Nokia company June 2015 - Present
Deloitte October 2013 - June 2015
Charles Schwab June 2012 - August 2012
Northern Trust Global Investments July 2008 - July 2011
Northern Trust Global Investments May 2007 - July 2008
Skills
Financial Modeling, Equities, Valuation, Asset Managment, Investments, Equity Research, Strategy, Economics, Asset Management, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Competitive Analysis, Private Equity, Finance, Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing and Entrepreneurship & Innovation
Vanderbilt University 2003 — 2007
B.A., Economics and Spanish
Universidad Complutense de Madrid 2005 — 2005
Spanish and Economics
HERE, a Nokia company June 2015 - Present
Deloitte October 2013 - June 2015
Charles Schwab June 2012 - August 2012
Northern Trust Global Investments July 2008 - July 2011
Northern Trust Global Investments May 2007 - July 2008
Skills
Financial Modeling, Equities, Valuation, Asset Managment, Investments, Equity Research, Strategy, Economics, Asset Management, Financial Analysis, Capital Markets, Corporate Finance, Business Strategy, Competitive Analysis, Private Equity, Finance, Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing and Entrepreneurship & Innovation
Vanderbilt University 2003 — 2007
B.A., Economics and Spanish
Universidad Complutense de Madrid 2005 — 2005
Spanish and Economics
Amber L. Lloyd Amber L. Lloyd's Charles Schwab Experience June 2010 - July 2014
Job
Industry Information Technology and Services
Experience
SumTotal Systems July 2014 - Present
Charles Schwab June 2010 - July 2014
Vail Resorts April 2009 - May 2010
Hewlett Packard July 2007 - April 2009
McKesson Corporation 2000 - 2006
PeopleSoft October 1998 - 2001
Price Waterhouse 1994 - 1997
Sopris Incorporating 1991 - 1994
Skills
Talent Management, Change Management, Management, Project Management, Human Resources, HRIS, Training, Social Media, Knowledge Management, Performance Management, Leadership, Vendor Management, Software Development, Strategic Planning, PeopleSoft, Personnel Management, Product Management, Business Process..., Enterprise Software, Strategy, Business Analysis, Program Management, CRM, Governance, Executive Management, SDLC, Process Improvement, Management Consulting, Business Process, IT Strategy, Outsourcing, Consulting, Project Portfolio..., Business Intelligence, Cross-functional Team..., ERP, Integration, Analysis, PMP, Resource Management, Talent Acquisition, SaaS, Cloud Computing, Recruiting, Software Project..., Requirements Analysis, Professional Services, Team Leadership, Business Development, Product Strategy
Education
Northwestern University 1990 — 1994
BA
Northwestern University 1990 — 1994
Bachelors of Economics
SumTotal Systems July 2014 - Present
Charles Schwab June 2010 - July 2014
Vail Resorts April 2009 - May 2010
Hewlett Packard July 2007 - April 2009
McKesson Corporation 2000 - 2006
PeopleSoft October 1998 - 2001
Price Waterhouse 1994 - 1997
Sopris Incorporating 1991 - 1994
Skills
Talent Management, Change Management, Management, Project Management, Human Resources, HRIS, Training, Social Media, Knowledge Management, Performance Management, Leadership, Vendor Management, Software Development, Strategic Planning, PeopleSoft, Personnel Management, Product Management, Business Process..., Enterprise Software, Strategy, Business Analysis, Program Management, CRM, Governance, Executive Management, SDLC, Process Improvement, Management Consulting, Business Process, IT Strategy, Outsourcing, Consulting, Project Portfolio..., Business Intelligence, Cross-functional Team..., ERP, Integration, Analysis, PMP, Resource Management, Talent Acquisition, SaaS, Cloud Computing, Recruiting, Software Project..., Requirements Analysis, Professional Services, Team Leadership, Business Development, Product Strategy
Education
Northwestern University 1990 — 1994
BA
Northwestern University 1990 — 1994
Bachelors of Economics
Sidney Stewart's Charles Schwab Experience May 2015 - Present
Job Senior Manager Business Process Transformation at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
The Agora Group October 2012 - May 2015
Arsenal Advisors November 2010 - June 2011
Sharmac Capital Management June 2010 - August 2010
John Hancock Financial Network January 2010 - March 2010
Skills
Business Analysis, Agile Methodologies, Strategy, SDLC, Requirements Analysis, Business Process Design, Requirements Gathering, Business Process..., Certified Scrum Master..., Analysis, Change Management, Leadership, Enterprise Architecture, Software Project..., Integration, Scrum
Education
Northwestern University 2006 — 2010
Organizational Change, Business Administration and Management, General
Northwestern University
Bachelor's degree, Organizational Behavior Studies
Charles Schwab May 2015 - Present
The Agora Group October 2012 - May 2015
Arsenal Advisors November 2010 - June 2011
Sharmac Capital Management June 2010 - August 2010
John Hancock Financial Network January 2010 - March 2010
Skills
Business Analysis, Agile Methodologies, Strategy, SDLC, Requirements Analysis, Business Process Design, Requirements Gathering, Business Process..., Certified Scrum Master..., Analysis, Change Management, Leadership, Enterprise Architecture, Software Project..., Integration, Scrum
Education
Northwestern University 2006 — 2010
Organizational Change, Business Administration and Management, General
Northwestern University
Bachelor's degree, Organizational Behavior Studies
Christopher Ellis's Charles Schwab Experience May 2014 - Present
Job Vice President, Regional Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Goldman Sachs October 2009 - May 2014
Deutsche Bank May 2006 - November 2009
Skills
Investments, Mutual Funds, Asset Management, Series 7, Alternative Investments, ETFs, Asset Allocation, Sales, Marketing, Financial Services, Fixed Income, Equities, Portfolio Construction, Retirement, Fundamental Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Management & Strategy, Innovation & Entrepreneurship
Xavier University 1998 — 2002
Bachelor of Science, Business Administration - Marketing & Entrepreneurial Studies
Charles Schwab May 2014 - Present
Goldman Sachs October 2009 - May 2014
Deutsche Bank May 2006 - November 2009
Skills
Investments, Mutual Funds, Asset Management, Series 7, Alternative Investments, ETFs, Asset Allocation, Sales, Marketing, Financial Services, Fixed Income, Equities, Portfolio Construction, Retirement, Fundamental Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Management & Strategy, Innovation & Entrepreneurship
Xavier University 1998 — 2002
Bachelor of Science, Business Administration - Marketing & Entrepreneurial Studies
Benjamin Burnett Benjamin Burnett's Charles Schwab Experience February 2014 - Present
Job Manager Business Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
DineEquity, Inc. September 2012 - February 2014
DineEquity, Inc. July 2011 - October 2012
Green Bean Health January 2010 - May 2011
Ecumenical Ministries of Oregon June 2009 - August 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Mekko Graphics, Microstrategy, Research, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Data Analysis, Editing, Strategic Planning, Analysis, Financial Analysis, Strategy
Education
Occidental College 2007 — 2011
Bachelor of Arts, Chemistry, Economics; Economics for Business and Management;
Portland State University 2009 — 2009
Physics
Lincoln Highschool 2003 — 2007
Charles Schwab February 2014 - Present
DineEquity, Inc. September 2012 - February 2014
DineEquity, Inc. July 2011 - October 2012
Green Bean Health January 2010 - May 2011
Ecumenical Ministries of Oregon June 2009 - August 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Mekko Graphics, Microstrategy, Research, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Data Analysis, Editing, Strategic Planning, Analysis, Financial Analysis, Strategy
Education
Occidental College 2007 — 2011
Bachelor of Arts, Chemistry, Economics; Economics for Business and Management;
Portland State University 2009 — 2009
Physics
Lincoln Highschool 2003 — 2007
Eric Warner Eric Warner's Charles Schwab Experience 1992 - 1992
Job Vice President at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox May 2005 - Present
Telegraph Hill Investment Counsel 1997 - 2005
Mellon Private Asset Managment 1992 - 1998
Charles Schwab 1992 - 1992
Skills
Equities, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Equity Research, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (MBA)
University of Delaware 1980 — 1984
Bachelor of Science (BS), Finance, General
Penncrest HS
Dodge & Cox May 2005 - Present
Telegraph Hill Investment Counsel 1997 - 2005
Mellon Private Asset Managment 1992 - 1998
Charles Schwab 1992 - 1992
Skills
Equities, Investment Management, Portfolio Management, Financial Analysis, Asset Management, Equity Research, Asset Allocation, Alternative Investments, Mutual Funds, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (MBA)
University of Delaware 1980 — 1984
Bachelor of Science (BS), Finance, General
Penncrest HS
Sarah (Peterson) Elson Sarah (Peterson) Elson's Charles Schwab Experience June 2008 - August 2008
Job at
Industry Medical Devices
Experience
CareFusion January 2015 - Present
Cardinal Health August 2013 - November 2014
Cardinal Health January 2012 - August 2013
Cardinal Health June 2011 - January 2012
Cardinal Health August 2010 - July 2011
Cardinal Health July 2009 - August 2010
Charles Schwab June 2008 - August 2008
Skills
Data Analysis, Strategic Planning, Sales Growth, Consultative Selling..., Microsoft Excel, Financial Analysis, Forecasting, Leadership, Customer Service, Sales Operations, Finance, Analysis, Analytics, Sales, Pricing, Sales Management, Medical Devices, Marketing, Program Management, Process Improvement, Management, SAP, Hospitals, Training
Education
Ohio University 2005 — 2009
Honors Tutorial College Bachelor of Business Administration, Finance and Marketing, Summa Cum Laude
CareFusion January 2015 - Present
Cardinal Health August 2013 - November 2014
Cardinal Health January 2012 - August 2013
Cardinal Health June 2011 - January 2012
Cardinal Health August 2010 - July 2011
Cardinal Health July 2009 - August 2010
Charles Schwab June 2008 - August 2008
Skills
Data Analysis, Strategic Planning, Sales Growth, Consultative Selling..., Microsoft Excel, Financial Analysis, Forecasting, Leadership, Customer Service, Sales Operations, Finance, Analysis, Analytics, Sales, Pricing, Sales Management, Medical Devices, Marketing, Program Management, Process Improvement, Management, SAP, Hospitals, Training
Education
Ohio University 2005 — 2009
Honors Tutorial College Bachelor of Business Administration, Finance and Marketing, Summa Cum Laude
Syd Walker's Charles Schwab Experience 1998 - 1999
Job Financial Advisor
Industry Financial Services
Experience
Wedbush Morgan Securities July 2009 - Present
A.G. Edwards & Sons, Inc. August 2001 - July 2009
Lincoln Financial Distributors 1999 - 2000
Charles Schwab 1998 - 1999
Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning
Education
University of San Diego 1992 — 1994
MBA
Occidental College 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Wedbush Morgan Securities July 2009 - Present
A.G. Edwards & Sons, Inc. August 2001 - July 2009
Lincoln Financial Distributors 1999 - 2000
Charles Schwab 1998 - 1999
Skills
Series 7, Wealth Management, Series 63, Estate Planning, Securities, Investments, Portfolio Management, Asset Management, Equities, Financial Planning
Education
University of San Diego 1992 — 1994
MBA
Occidental College 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
David Fisher's Charles Schwab Experience September 2011 - February 2012
Job Chief Executive Officer at Enova International
Industry Financial Services
Experience
Enova International February 2013 - Present
Roti Mediterranean Grill September 2012 - Present
GrubHub June 2012 - Present
InnerWorkings 2011 - Present
Charles Schwab September 2011 - February 2012
optionsXpress August 2004 - February 2012
CBOE 2008 - 2011
Potbelly Sandwich Works 2001 - 2004
Prism Financial December 1998 - January 2001
RBC Mortgage 2000 - 2001
Skills
Consumer Lending, Securities, Leadership, Business Strategy, Restaurants, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Options, Financial Analysis, Business Development, Strategic Planning, Entrepreneurship, Financial Modeling, Corporate Development, CEOs, Finance, FINRA, Executive Management, Growth Management, Series 7, Series 24, Restaurant Management, Investments, Mergers, series 27, Technology, Innovation, online finance, Strategy
Education
Northwestern University School of Law 1991 — 1994
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Finance
Enova International February 2013 - Present
Roti Mediterranean Grill September 2012 - Present
GrubHub June 2012 - Present
InnerWorkings 2011 - Present
Charles Schwab September 2011 - February 2012
optionsXpress August 2004 - February 2012
CBOE 2008 - 2011
Potbelly Sandwich Works 2001 - 2004
Prism Financial December 1998 - January 2001
RBC Mortgage 2000 - 2001
Skills
Consumer Lending, Securities, Leadership, Business Strategy, Restaurants, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Options, Financial Analysis, Business Development, Strategic Planning, Entrepreneurship, Financial Modeling, Corporate Development, CEOs, Finance, FINRA, Executive Management, Growth Management, Series 7, Series 24, Restaurant Management, Investments, Mergers, series 27, Technology, Innovation, online finance, Strategy
Education
Northwestern University School of Law 1991 — 1994
Doctor of Law (JD), Law
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Finance
Jackie Enlow Jackie Enlow's Charles Schwab Experience November 2013 - Present
Job Business Acceptance Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Charles Schwab April 2011 - November 2013
Ohio Athletics September 2009 - June 2010
Ohio University's Academic Advancement Center January 2009 - June 2010
Education
Ohio University 2006 — 2010
Ohio University 2006 — 2010
Bachelor of Science in Communication; Organizational Communications, Sport Management;
Charles Schwab November 2013 - Present
Charles Schwab April 2011 - November 2013
Ohio Athletics September 2009 - June 2010
Ohio University's Academic Advancement Center January 2009 - June 2010
Education
Ohio University 2006 — 2010
Ohio University 2006 — 2010
Bachelor of Science in Communication; Organizational Communications, Sport Management;
Hibah Yousuf Hibah Yousuf's Charles Schwab Experience March 2014 - Present
Job Public Relations Manager at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab March 2014 - Present
CNNMoney.com July 2013 - March 2014
CNNMoney.com September 2010 - July 2013
CNNMoney.com September 2009 - September 2010
Money Magazine July 2009 - September 2009
NPR February 2009 - March 2009
Medill on the Hill January 2009 - March 2009
Money Magazine March 2008 - August 2008
execuGo Media June 2007 - September 2007
People Newspapers June 2006 - September 2006
Skills
Journalism, Ap Style, Editorial, Writing, Financial Reporting, Online Journalism, Financial Markets, Digital Media
Education
Northwestern University 2005 — 2009
B.S., Journalism and Political Science
Greenhill School 1990 — 2005
Charles Schwab March 2014 - Present
CNNMoney.com July 2013 - March 2014
CNNMoney.com September 2010 - July 2013
CNNMoney.com September 2009 - September 2010
Money Magazine July 2009 - September 2009
NPR February 2009 - March 2009
Medill on the Hill January 2009 - March 2009
Money Magazine March 2008 - August 2008
execuGo Media June 2007 - September 2007
People Newspapers June 2006 - September 2006
Skills
Journalism, Ap Style, Editorial, Writing, Financial Reporting, Online Journalism, Financial Markets, Digital Media
Education
Northwestern University 2005 — 2009
B.S., Journalism and Political Science
Greenhill School 1990 — 2005
Brandon Emana's Charles Schwab Experience 1999 - 2001
Job CoFounder at HomeSwing
Industry Computer Software
Experience
HomeSwing January 2013 - Present
Net Aspects, Inc June 2011 - December 2012
Ricabu January 2010 - June 2012
Net Aspects, Inc November 2008 - June 2011
Net Aspects, Inc. 2001 - October 2008
ToroSoft March 2006 - November 2007
Brandfusion 1998 - 2002
Charles Schwab 1999 - 2001
RealNames 1999 - 2000
Lucent 1999 - 2000
Skills
Marketing, Software Development, Entrepreneurship, Business Development, .NET, Lead Generation, Team Management, CRM, Start-ups, SEO, SaaS, Strategic Partnerships, Email Marketing, Online Marketing, E-commerce
Education
Notre Dame de Namur University 1992 — 1996
HomeSwing January 2013 - Present
Net Aspects, Inc June 2011 - December 2012
Ricabu January 2010 - June 2012
Net Aspects, Inc November 2008 - June 2011
Net Aspects, Inc. 2001 - October 2008
ToroSoft March 2006 - November 2007
Brandfusion 1998 - 2002
Charles Schwab 1999 - 2001
RealNames 1999 - 2000
Lucent 1999 - 2000
Skills
Marketing, Software Development, Entrepreneurship, Business Development, .NET, Lead Generation, Team Management, CRM, Start-ups, SEO, SaaS, Strategic Partnerships, Email Marketing, Online Marketing, E-commerce
Education
Notre Dame de Namur University 1992 — 1996
Jeffrey Sothers's Charles Schwab Experience February 2008 - September 2010
Job consultant at Sugardaddie.com
Industry Internet
Experience
sugardaddie.com February 2011 - Present
New Times September 2010 - September 2011
Charles Schwab February 2008 - September 2010
Skills
Creative Writing, Public Speaking, Online Journalism, Team Building, Media Relations, SEO Copywriting, Social Media Marketing, Marketing Strategy, Small Business, Entrepreneurship, Event Planning, Public Relations, Blogging, Online Advertising, Online Marketing, Social Media, Social Networking, Advertising
Education
Nova Southeastern University 2005 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, 3.92
sugardaddie.com February 2011 - Present
New Times September 2010 - September 2011
Charles Schwab February 2008 - September 2010
Skills
Creative Writing, Public Speaking, Online Journalism, Team Building, Media Relations, SEO Copywriting, Social Media Marketing, Marketing Strategy, Small Business, Entrepreneurship, Event Planning, Public Relations, Blogging, Online Advertising, Online Marketing, Social Media, Social Networking, Advertising
Education
Nova Southeastern University 2005 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, 3.92
Derek Wilhelm's Charles Schwab Experience October 2006 - November 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
TD Ameritrade May 2012 - Present
PNC November 2011 - May 2012
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - November 2011
Charles Schwab October 2006 - January 2007
Citizens Bank January 2005 - October 2006
Ameriprise Financial Services, Inc. June 2004 - January 2005
Belmont National Bank June 2001 - June 2003
Skills
Phone Sales, Microsoft Office Xp, Sales Management, Relationship Management, Investments, Retirement Planning, Retirement Plan..., Qualified Retirement..., Team Building, Separately Managed..., Investment Management, Investment Strategies, Investment Sales, New Clients, Existing Clients, Mutual Funds, Stocks, Exchange Traded Funds, Insurance, Leadership, Sales Presentations, Technical Presentations, Technical Sales...
Education
Robert Morris University 2005 — 2008
MBA, General Business MBA
Ohio University 2000 — 2004
Bachelor's, Finance
John Julow John Julow's Charles Schwab Experience October 2011 - August 2012
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Kaplan May 2011 - Present
Charles Schwab October 2011 - August 2012
HSBC November 2008 - October 2010
HSBC August 2007 - November 2008
OGILVY & MATHER, LTD June 2006 - August 2006
Ford Motor Company April 2004 - June 2005
Ford Motor Company October 2002 - April 2004
Ford Motor Company July 2001 - October 2002
Skills
Analytics, Segmentation, Marketing Strategy, Strategic Planning, Competitive Analysis, Direct Marketing, Pricing Strategy, Financial Analysis, Financial Modeling, Business Strategy, Cross-functional Team..., Forecasting, Market Research, Strategy, Portfolio Management, Product Management, Product Development, Database Marketing, Product Marketing, Pricing, CRM, B2B Marketing, P&L Management, Customer Retention, Leadership, Management, Integrated Marketing, Marketing Research, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master, Business Administration; Marketing
Northwestern University 1997 — 2001
BA, Economics & Psychology
Wells Fargo November 2013 - Present
Kaplan May 2011 - Present
Charles Schwab October 2011 - August 2012
HSBC November 2008 - October 2010
HSBC August 2007 - November 2008
OGILVY & MATHER, LTD June 2006 - August 2006
Ford Motor Company April 2004 - June 2005
Ford Motor Company October 2002 - April 2004
Ford Motor Company July 2001 - October 2002
Skills
Analytics, Segmentation, Marketing Strategy, Strategic Planning, Competitive Analysis, Direct Marketing, Pricing Strategy, Financial Analysis, Financial Modeling, Business Strategy, Cross-functional Team..., Forecasting, Market Research, Strategy, Portfolio Management, Product Management, Product Development, Database Marketing, Product Marketing, Pricing, CRM, B2B Marketing, P&L Management, Customer Retention, Leadership, Management, Integrated Marketing, Marketing Research, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2005 — 2007
Master, Business Administration; Marketing
Northwestern University 1997 — 2001
BA, Economics & Psychology
Wendy Parmett's Charles Schwab Experience 1999 - 2003
Job VP Digital Marketing and Sales Experience at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo March 2011 - March 2013
The Perfect Rug 2010 - June 2011
JP Morgan Chase 2006 - 2009
WaMu Card Services 2004 - 2006
Charles Schwab 1999 - 2003
Charles Schwab 1998 - 1999
CSC Index Consulting 1994 - 1998
Skills
Digital Marketing, Digital Strategy, Product Development, Product Management, Product Marketing, Agency Relationship..., Email Marketing, E-commerce, Business Development, Strategy, SEM, CRM, Online Marketing, Management, Financial Services, Customer Acquisition, Marketing Management, Marketing Strategy, Start-ups
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM
University of California, Berkeley
BS
Wells Fargo March 2013 - Present
Wells Fargo March 2011 - March 2013
The Perfect Rug 2010 - June 2011
JP Morgan Chase 2006 - 2009
WaMu Card Services 2004 - 2006
Charles Schwab 1999 - 2003
Charles Schwab 1998 - 1999
CSC Index Consulting 1994 - 1998
Skills
Digital Marketing, Digital Strategy, Product Development, Product Management, Product Marketing, Agency Relationship..., Email Marketing, E-commerce, Business Development, Strategy, SEM, CRM, Online Marketing, Management, Financial Services, Customer Acquisition, Marketing Management, Marketing Strategy, Start-ups
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM
University of California, Berkeley
BS
Andrew W. Tong's Charles Schwab Experience 2009 - Present
Job Managing Director, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Charles Schwab February 2008 - 2009
Yahoo! December 2004 - February 2008
Charles Schwab July 1999 - November 2004
Accenture February 1998 - June 1999
Cap Gemini September 1995 - January 1998
Chevron August 1989 - August 1993
Skills
Product Management, Product Marketing, Financial Analysis, Business Planning, Marketing Strategy, Competitive Analysis, Analytics, Strategic Partnerships, Financial Modeling, Corporate Development, Segmentation, Strategy, Leadership, Mobile Devices, Business Strategy
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing and Finance
Texas A&M University 1985 — 1989
BS, Mechanical Engineering, Cum Laude
Charles Schwab 2009 - Present
Charles Schwab February 2008 - 2009
Yahoo! December 2004 - February 2008
Charles Schwab July 1999 - November 2004
Accenture February 1998 - June 1999
Cap Gemini September 1995 - January 1998
Chevron August 1989 - August 1993
Skills
Product Management, Product Marketing, Financial Analysis, Business Planning, Marketing Strategy, Competitive Analysis, Analytics, Strategic Partnerships, Financial Modeling, Corporate Development, Segmentation, Strategy, Leadership, Mobile Devices, Business Strategy
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing and Finance
Texas A&M University 1985 — 1989
BS, Mechanical Engineering, Cum Laude
Jackie Gray's Charles Schwab Experience April 1991 - November 2002
Job Vice President, Group Operations Manager at US Bank
Industry Banking
Experience
US Bank December 2008 - Present
JPMorgan Chase March 2005 - December 2008
JPMorgan Chase July 2003 - March 2005
Charles Schwab April 1991 - November 2002
Charles Schwab Tokio Marine January 2000 - July 2001
Skills
Vendor Management, Call Center, Call Centers, CRM, Process Improvement, Strategy, Customer Service, Performance Management, Customer Satisfaction, Business Analysis, Coaching, Start-ups, Credit Cards, Operations Management, Banking, Leadership, Management, Inbound Marketing, Offshoring, Risk Management, Outsourcing, Team Building, Workforce Management, Recruiting, Training, Customer Experience, Program Management, Project Management, Inbound, Sales, BPO, Leadership Development, Contact Centers, Contact Center..., Contact Center..., Process Redesign, Prepaid Cards, Financial Services, Relationship Management
Education
Nova Southeastern University
MBA
University of Texas at Tyler
BBA
US Bank December 2008 - Present
JPMorgan Chase March 2005 - December 2008
JPMorgan Chase July 2003 - March 2005
Charles Schwab April 1991 - November 2002
Charles Schwab Tokio Marine January 2000 - July 2001
Skills
Vendor Management, Call Center, Call Centers, CRM, Process Improvement, Strategy, Customer Service, Performance Management, Customer Satisfaction, Business Analysis, Coaching, Start-ups, Credit Cards, Operations Management, Banking, Leadership, Management, Inbound Marketing, Offshoring, Risk Management, Outsourcing, Team Building, Workforce Management, Recruiting, Training, Customer Experience, Program Management, Project Management, Inbound, Sales, BPO, Leadership Development, Contact Centers, Contact Center..., Contact Center..., Process Redesign, Prepaid Cards, Financial Services, Relationship Management
Education
Nova Southeastern University
MBA
University of Texas at Tyler
BBA
Janet Chartier's Charles Schwab Experience May 2002 - July 2004
Job Brand Insights at The Clorox Company
Industry Marketing and Advertising
Experience
The Dannon Company February 2008 - May 2009
Charles Schwab May 2002 - July 2004
McKinsey & Company September 2000 - May 2002
Education
Kellogg
MBA
Stanford University 1999 — 2000
MS
Stanford Center for Technology and Innovation 1999 — 1999
Stanford University 1995 — 1999
BS
The Dannon Company February 2008 - May 2009
Charles Schwab May 2002 - July 2004
McKinsey & Company September 2000 - May 2002
Education
Kellogg
MBA
Stanford University 1999 — 2000
MS
Stanford Center for Technology and Innovation 1999 — 1999
Stanford University 1995 — 1999
BS
Kathy Blackwell's Charles Schwab Experience August 1995 - June 2006
Job Experienced Equity Compensation Professional
Industry Financial Services
Experience
Independent Consultant June 2006 - Present
Cotton Polly January 2010 - Present
Charles Schwab August 1995 - June 2006
Bank of America January 1989 - October 1994
Association of Bay Area Governments January 1988 - March 1989
Bank of America 1984 - 1986
California Gene Resource Association 1980 - 1983
Skills
Deferred Compensation, Executive Pay, Equities, Incentive Programs, Training, Options, Payroll, Securities, HRIS, Product Management, Tax, Risk Management, Sales, Strategy, Leadership, Process Improvement, Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, emphasis in Finance
Oberlin College 1976 — 1980
BA, Biology
Woods Hole Oceanographic Institution 1979 — 1979
Marine Ecology
Independent Consultant June 2006 - Present
Cotton Polly January 2010 - Present
Charles Schwab August 1995 - June 2006
Bank of America January 1989 - October 1994
Association of Bay Area Governments January 1988 - March 1989
Bank of America 1984 - 1986
California Gene Resource Association 1980 - 1983
Skills
Deferred Compensation, Executive Pay, Equities, Incentive Programs, Training, Options, Payroll, Securities, HRIS, Product Management, Tax, Risk Management, Sales, Strategy, Leadership, Process Improvement, Management
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, emphasis in Finance
Oberlin College 1976 — 1980
BA, Biology
Woods Hole Oceanographic Institution 1979 — 1979
Marine Ecology
Magaly Dauphin's Charles Schwab Experience 2002 - 2005
Job FP&A, Budgeting, Forecasting, Analysis, Accounting, & Process Improvement For Domestic & International Companies
Industry Financial Services
Experience
MUFG Union Bank, N.A. July 2014 - January 2015
Pacific Maritime Association 2007 - 2014
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Charles Schwab 2001 - 2001
Citigroup 1997 - 2001
Skills
Finance, Financial Analysis, Financial Planning, Financial Forecasting, Financial Reporting, Financial Modeling, Business Process..., Project Management, Strategic Planning, Risk Management, Business Analysis, Analytics, Strategic Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS)
MUFG Union Bank, N.A. July 2014 - January 2015
Pacific Maritime Association 2007 - 2014
Barclays Global Investors 2005 - 2007
Charles Schwab 2002 - 2005
Charles Schwab 2001 - 2001
Citigroup 1997 - 2001
Skills
Finance, Financial Analysis, Financial Planning, Financial Forecasting, Financial Reporting, Financial Modeling, Business Process..., Project Management, Strategic Planning, Risk Management, Business Analysis, Analytics, Strategic Analysis
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
New York University - Leonard N. Stern School of Business
Bachelor of Science (BS)
Michelle Gartner's Charles Schwab Experience July 2010 - December 2010
Job UX Marketing Communications Specialist
Industry Online Media
Experience
Words February 2014 - Present
Peace Corps April 2014 - March 2015
Shaklee Corporation November 2013 - February 2014
Contracting May 2011 - January 2014
Red Giant Software April 2012 - December 2012
Intuit October 2011 - April 2012
Contracting November 2006 - April 2012
Charles Schwab July 2010 - December 2010
Allstate October 2008 - April 2010
Legacy.com December 2007 - May 2008
Skills
Product Management, Product Marketing, User Experience, Social Media, Strategic Planning, Market Research, Community Building, Online Social Networking, Mobile Applications, SaaS, Mobile Devices, Agile Methodologies, Strategic Partnerships, Information Architecture, E-commerce, Go-to-market Strategy, Software Development, Agile Project Management, Analytics, User Interface Design, Management, Creative Direction, Social Networking, Advertising, Start-ups, Strategy, Content Management, SEM, Cross-functional Team..., Web Development, Program Management
Education
Northwestern University
Computer Science
The School of the Art Institute of Chicago
3D Animation
University of Kansas
BFA, Graphic Design, Computer Graphics
Words February 2014 - Present
Peace Corps April 2014 - March 2015
Shaklee Corporation November 2013 - February 2014
Contracting May 2011 - January 2014
Red Giant Software April 2012 - December 2012
Intuit October 2011 - April 2012
Contracting November 2006 - April 2012
Charles Schwab July 2010 - December 2010
Allstate October 2008 - April 2010
Legacy.com December 2007 - May 2008
Skills
Product Management, Product Marketing, User Experience, Social Media, Strategic Planning, Market Research, Community Building, Online Social Networking, Mobile Applications, SaaS, Mobile Devices, Agile Methodologies, Strategic Partnerships, Information Architecture, E-commerce, Go-to-market Strategy, Software Development, Agile Project Management, Analytics, User Interface Design, Management, Creative Direction, Social Networking, Advertising, Start-ups, Strategy, Content Management, SEM, Cross-functional Team..., Web Development, Program Management
Education
Northwestern University
Computer Science
The School of the Art Institute of Chicago
3D Animation
University of Kansas
BFA, Graphic Design, Computer Graphics
Mark Levison's Charles Schwab Experience 2000 - 2002
Job Licensing Agent
Industry Design
Experience
Levison Design 2003 - Present
Charles Schwab 2000 - 2002
Organic, Inc. November 1997 - October 2000
Organic Online 1997 - 2000
Self-employed 1996 - 1997
Ziff-Davis Publishing 1995 - 1997
Substance 1993 - 1995
Skills
Licensing, Art Direction, License Management, Licensing Negotiations, Contract Negotiation, Small Business, Entrepreneur, Information Architecture, Entrepreneurship, Contract Management, Product Development, User Experience, Creative Direction, Graphic Design, Digital Photography, Art, Design Strategy, Product Design, Publishing, Brand Development, Editorial, Entertainment
Education
Northwestern University 1987 — 1991
BM, Music
University High School 1983 — 1987
Levison Design 2003 - Present
Charles Schwab 2000 - 2002
Organic, Inc. November 1997 - October 2000
Organic Online 1997 - 2000
Self-employed 1996 - 1997
Ziff-Davis Publishing 1995 - 1997
Substance 1993 - 1995
Skills
Licensing, Art Direction, License Management, Licensing Negotiations, Contract Negotiation, Small Business, Entrepreneur, Information Architecture, Entrepreneurship, Contract Management, Product Development, User Experience, Creative Direction, Graphic Design, Digital Photography, Art, Design Strategy, Product Design, Publishing, Brand Development, Editorial, Entertainment
Education
Northwestern University 1987 — 1991
BM, Music
University High School 1983 — 1987
Alex Benedetti's Charles Schwab Experience August 2009 - Present
Job Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2009 - Present
Merrill Lynch December 2005 - August 2009
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Series 63, Investment Advisory, ETFs, Series 65, Investment Strategies, Alternative Investments, Securities, Asset Managment
Education
Nova Southeastern University 2004 — 2006
MBA
Charles Schwab August 2009 - Present
Merrill Lynch December 2005 - August 2009
Skills
Series 7, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Series 63, Investment Advisory, ETFs, Series 65, Investment Strategies, Alternative Investments, Securities, Asset Managment
Education
Nova Southeastern University 2004 — 2006
MBA
Jill Deitch's Charles Schwab Experience 2005 - 2006
Job Marketing Consultant
Industry Marketing and Advertising
Experience
SFJAZZ January 2014 - Present
San Francisco Symphony 1998 - 2013
Wells Fargo July 2007 - October 2007
Stone Yamashita Partners March 2007 - June 2007
Charles Schwab 2005 - 2006
San Francisco Bay to Breakers 2001 - 2004
Addwater 1999 - 2000
Firetalk 1999 - 2000
Cal Performances 1996 - 1998
Cal Performances 1994 - 1996
Skills
Sponsorship, Nonprofits, Public Relations, Media Planning, Marketing Communications, Strategic Partnerships, Direct Marketing, Marketing, Event Planning
Education
Northwestern University 1987 — 1991
SFJAZZ January 2014 - Present
San Francisco Symphony 1998 - 2013
Wells Fargo July 2007 - October 2007
Stone Yamashita Partners March 2007 - June 2007
Charles Schwab 2005 - 2006
San Francisco Bay to Breakers 2001 - 2004
Addwater 1999 - 2000
Firetalk 1999 - 2000
Cal Performances 1996 - 1998
Cal Performances 1994 - 1996
Skills
Sponsorship, Nonprofits, Public Relations, Media Planning, Marketing Communications, Strategic Partnerships, Direct Marketing, Marketing, Event Planning
Education
Northwestern University 1987 — 1991
Marcus Beisel's Charles Schwab Experience September 2000 - February 2002
Job Chief Marketing Officer at Loring Ward
Industry Investment Management
Experience
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
Loring Ward July 2014 - Present
Intuit March 2009 - December 2013
Wells Fargo & Co. 2005 - 2009
Wells Fargo Bank February 2002 - January 2005
Charles Schwab September 2000 - February 2002
Charles Schwab January 1998 - September 2000
Charles Schwab January 1993 - January 1998
Skills
Strategy, Financial Services, Strategic Partnerships, Business Strategy, Program Management, Executive Management, Business Development, Management, Leadership, Business Intelligence, Analytics, Process Improvement, Marketing Strategy, CRM, Product Management
Education
Northwestern University - Kellogg School of Management
Cristina Hazday's Charles Schwab Experience April 2011 - October 2011
Job Vice President, Marketing and Product Development at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors November 2011 - Present
Charles Schwab April 2011 - October 2011
United Capital Asset Manaegment July 2005 - September 2007
Merrill Lynch August 2002 - May 2005
Bank of America August 2000 - July 2002
Prime Brokerage Services 1999 - 1999
Cooperfund, Inc. August 1994 - May 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
KELLOGG GRADUATE SCHOOL OF MANAGEMENT
Northwestern University
MBA, Finance and Marketing
TULANE UNIVERSITY New
Bachelor of Arts, Art History
Tulane University
Prudential Real Estate Investors November 2011 - Present
Charles Schwab April 2011 - October 2011
United Capital Asset Manaegment July 2005 - September 2007
Merrill Lynch August 2002 - May 2005
Bank of America August 2000 - July 2002
Prime Brokerage Services 1999 - 1999
Cooperfund, Inc. August 1994 - May 1998
Education
Northwestern University - Kellogg School of Management 1998 — 2000
KELLOGG GRADUATE SCHOOL OF MANAGEMENT
Northwestern University
MBA, Finance and Marketing
TULANE UNIVERSITY New
Bachelor of Arts, Art History
Tulane University
Alexa Plenge's Charles Schwab Experience 2000 - 2004
Job Senior Vice President, Customer Experience
Industry Marketing and Advertising
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments February 2008 - March 2010
Fidelity Investments September 2004 - February 2008
Charles Schwab 2000 - 2004
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Washington and Lee University 1985 — 1989
Bachelors, Economics
Fidelity Investments March 2010 - Present
Fidelity Investments February 2008 - March 2010
Fidelity Investments September 2004 - February 2008
Charles Schwab 2000 - 2004
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA
Washington and Lee University 1985 — 1989
Bachelors, Economics
Lisa Gani's Charles Schwab Experience 1999 - 2004
Job Assoc Director, Office of Medical Dev at Stanford University
Industry Higher Education
Experience
Stanford University 2004 - 2007
Charles Schwab 1999 - 2004
Levi Strauss & Company 1995 - 1999
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
Stanford University 1981 — 1985
BA, Economics
Stanford University 2004 - 2007
Charles Schwab 1999 - 2004
Levi Strauss & Company 1995 - 1999
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing
Stanford University 1981 — 1985
BA, Economics
Mike Kumor's Charles Schwab Experience September 2009 - July 2013
Job Sr. Portfolio Accountant at Wallington Asset Management
Industry Financial Services
Experience
Wallington Asset Management August 2013 - Present
Charles Schwab September 2009 - July 2013
Citi September 2006 - September 2009
Citigroup May 2005 - September 2006
Citigroup June 2004 - May 2005
Bank One/JP Morgan Chase January 2001 - January 2004
Skills
Banking, Finance, Management, Portfolio Management, Financial Services, Mutual Funds, CRM, Financial Analysis
Education
OHIO UNIVERSITY 1998 — 2001
Bachelor of Arts, Economics
Ohio University 1998 — 2001
Bachelor's degree, Economics
Wallington Asset Management August 2013 - Present
Charles Schwab September 2009 - July 2013
Citi September 2006 - September 2009
Citigroup May 2005 - September 2006
Citigroup June 2004 - May 2005
Bank One/JP Morgan Chase January 2001 - January 2004
Skills
Banking, Finance, Management, Portfolio Management, Financial Services, Mutual Funds, CRM, Financial Analysis
Education
OHIO UNIVERSITY 1998 — 2001
Bachelor of Arts, Economics
Ohio University 1998 — 2001
Bachelor's degree, Economics
Bryan Buck's Charles Schwab Experience July 2006 - October 2008
Job Partner at ON Partners
Industry Staffing and Recruiting
Experience
ON Partners October 2008 - Present
Charles Schwab July 2006 - October 2008
Education
Ohio University
BS, Finance and Marketing
ON Partners October 2008 - Present
Charles Schwab July 2006 - October 2008
Education
Ohio University
BS, Finance and Marketing
Sydney Walker's Charles Schwab Experience June 1997 - August 1998
Job Fianancial Consultant at Wachovia Securities
Industry Financial Services
Experience
Wachovia Securities, LLC February 2001 - Present
Lincoln Financial Group January 1999 - October 2000
Charles Schwab June 1997 - August 1998
Education
University of San Diego 1992 — 1994
MBA, Finance
Occidental College 1986 — 1990
BA, Politics
Wachovia Securities, LLC February 2001 - Present
Lincoln Financial Group January 1999 - October 2000
Charles Schwab June 1997 - August 1998
Education
University of San Diego 1992 — 1994
MBA, Finance
Occidental College 1986 — 1990
BA, Politics
Christopher Liu, CFA's Charles Schwab Experience March 2014 - Present
Job Senior Manager, Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Jefferies & Company August 2011 - February 2014
Conversus Asset Management July 2007 - July 2009
Bank of America September 2006 - July 2007
CSC Consulting August 2004 - September 2006
Education
University of Chicago 2009 — 2011
MBA, Finance, Accounting and Entrepreneurship
Northwestern University 2000 — 2004
B.S., Industrial Engineering and Major in Economics
Taipei American School 1996 — 2000
IB Diploma
Charles Schwab March 2014 - Present
Jefferies & Company August 2011 - February 2014
Conversus Asset Management July 2007 - July 2009
Bank of America September 2006 - July 2007
CSC Consulting August 2004 - September 2006
Education
University of Chicago 2009 — 2011
MBA, Finance, Accounting and Entrepreneurship
Northwestern University 2000 — 2004
B.S., Industrial Engineering and Major in Economics
Taipei American School 1996 — 2000
IB Diploma
Virginia Cottone's Charles Schwab Experience August 2007 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2007 - Present
Education
Occidental College 1981 — 1985
BA, Industrial Relatoins
Charles Schwab August 2007 - Present
Education
Occidental College 1981 — 1985
BA, Industrial Relatoins
Darnell Autry's Charles Schwab Experience 2011 - 2012
Job CEO Team Autry Productions
Industry Entertainment
Experience
Charles Schwab 2011 - 2012
BiG Ten/ NFL 1994 - 2000
Skills
Strategy, Marketing Strategy, Leadership, Public Speaking, Film Production, Event Planning, Social Media, Public Relations, Social Networking, Investments, Financial Analysis, Facebook, Series 7, Event Management, Blogging, Strategic Planning, Advertising, Sales, Social Media Marketing, Business Strategy, Entrepreneurship, Asset Management, Customer Service, Project Management, Marketing, Financial Modeling, Portfolio Management
Education
Northwestern University 1994 — 1997
Bachelor's of Arts, Communication/ Theatre
Charles Schwab 2011 - 2012
BiG Ten/ NFL 1994 - 2000
Skills
Strategy, Marketing Strategy, Leadership, Public Speaking, Film Production, Event Planning, Social Media, Public Relations, Social Networking, Investments, Financial Analysis, Facebook, Series 7, Event Management, Blogging, Strategic Planning, Advertising, Sales, Social Media Marketing, Business Strategy, Entrepreneurship, Asset Management, Customer Service, Project Management, Marketing, Financial Modeling, Portfolio Management
Education
Northwestern University 1994 — 1997
Bachelor's of Arts, Communication/ Theatre
Brian Kwiatkowski,CFP's Charles Schwab Experience August 2009 - Present
Job Vice PresidentSr.Financial Consultant
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
Raymond James Financial 2004 - July 2009
Morgan Stanley August 1999 - March 2001
Army National Guard January 1995 - December 2000
US Army August 1992 - December 1994
Education
College of Financial Planning 2008 — 2009
CFP, Financial Planning
Ohio University 1996 — 1999
Bachelors of Arts, Economics
Charles Schwab August 2009 - Present
Raymond James Financial 2004 - July 2009
Morgan Stanley August 1999 - March 2001
Army National Guard January 1995 - December 2000
US Army August 1992 - December 1994
Education
College of Financial Planning 2008 — 2009
CFP, Financial Planning
Ohio University 1996 — 1999
Bachelors of Arts, Economics
Nathan Davidson's Charles Schwab Experience January 2013 - May 2013
Job Project Manager at PayPal
Industry Information Technology and Services
Experience
PayPal 2015 - Present
Apollo Education Group June 2014 - January 2015
Wells Fargo May 2013 - May 2014
Charles Schwab January 2013 - May 2013
Apollo Group December 2010 - October 2012
Wells Fargo November 2008 - November 2010
Ensynch December 2007 - October 2008
Direct Alliance Corporation September 2001 - July 2007
Charles Schwab 1999 - 2001
Skills
Vendor Management, PMP, Data Center, SharePoint, Visio, Servers, IT Strategy, Risk Management, IT Management, Information Technology, Project Portfolio..., MS Project, Project Management, Virtualization, Databases, Troubleshooting, Resource Management, Integration, Disaster Recovery, Enterprise Architecture, Software Project..., ITIL
Education
Western Michigan University 1992 — 1998
Bachelor of Science
Oakland Community College 1991 — 1992
PayPal 2015 - Present
Apollo Education Group June 2014 - January 2015
Wells Fargo May 2013 - May 2014
Charles Schwab January 2013 - May 2013
Apollo Group December 2010 - October 2012
Wells Fargo November 2008 - November 2010
Ensynch December 2007 - October 2008
Direct Alliance Corporation September 2001 - July 2007
Charles Schwab 1999 - 2001
Skills
Vendor Management, PMP, Data Center, SharePoint, Visio, Servers, IT Strategy, Risk Management, IT Management, Information Technology, Project Portfolio..., MS Project, Project Management, Virtualization, Databases, Troubleshooting, Resource Management, Integration, Disaster Recovery, Enterprise Architecture, Software Project..., ITIL
Education
Western Michigan University 1992 — 1998
Bachelor of Science
Oakland Community College 1991 — 1992
Maria Parrish's Charles Schwab Experience March 2007 - April 2009
Job at Greenberg Traurig
Industry Financial Services
Experience
Greenberg Traurig July 2009 - Present
Charles Schwab March 2007 - April 2009
Charles Schwab February 2003 - March 2007
Charles Schwab February 1998 - February 2003
Charles Schwab May 1998 - September 1999
Charles Schwab March 1995 - March 1998
Skills
Process Improvement, Customer Service..., Customer Service..., Technical Suppor, Project Management, Strategic Planning, Business Strategy, Financial Services, Performance Management, Leadership, Training, Vendor Management, Call Centers, Marketing Communications, Management, SharePoint, Business Analysis, Enterprise Software, Customer Service, IT Management, Operations Management, Risk Management, Portfolio Management, Program Management, Employee Engagement, Investments, Consulting, Customer Satisfaction, Product Development, Call Center, Sales, Software Documentation, Marketing Strategy, Business Process..., Marketing, Strategy
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), History
Greenberg Traurig July 2009 - Present
Charles Schwab March 2007 - April 2009
Charles Schwab February 2003 - March 2007
Charles Schwab February 1998 - February 2003
Charles Schwab May 1998 - September 1999
Charles Schwab March 1995 - March 1998
Skills
Process Improvement, Customer Service..., Customer Service..., Technical Suppor, Project Management, Strategic Planning, Business Strategy, Financial Services, Performance Management, Leadership, Training, Vendor Management, Call Centers, Marketing Communications, Management, SharePoint, Business Analysis, Enterprise Software, Customer Service, IT Management, Operations Management, Risk Management, Portfolio Management, Program Management, Employee Engagement, Investments, Consulting, Customer Satisfaction, Product Development, Call Center, Sales, Software Documentation, Marketing Strategy, Business Process..., Marketing, Strategy
Education
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), History
Richard Levine's Charles Schwab Experience 2009 - 2010
Job VP at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Charles Schwab Bank 2010 - Present
Charles Schwab 2009 - 2010
Charles Schwab & Co. 2005 - 2009
Charles Schwab 2000 - 2005
eZula, Inc. 2000 - 2000
Levine & Associates 1998 - 1999
Nestle S.A. 1993 - 1997
Dole Food Company 1992 - 1993
Specialty Woods Intl., Inc. 1988 - 1991
Bank of America 1984 - 1986
Skills
Financial Services, Investments, Brand Management, Customer Experience, New Product..., Series 7, Series 24, Product Development, Product Management, Travel Planning, Consumer Products, Consumer Marketing, Consumer Packaged Goods..., Strategic Partnerships, Strategic Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Finance & Strategy
University of Southern California
Bachelor's degree, Sociology
Lugene Campbell Chine's Charles Schwab Experience January 1998 - Present
Job Software Quality Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1998 - Present
Bell & Howell October 1990 - January 1998
Education
The University of Akron 1990 — 1990
Certification, Computer Science
West Virginia University 1986 — 1986
Certification, Secondary Education Biology/Geology
Ohio University 1974 — 1978
BS, Biology & Geology
Charles Schwab January 1998 - Present
Bell & Howell October 1990 - January 1998
Education
The University of Akron 1990 — 1990
Certification, Computer Science
West Virginia University 1986 — 1986
Certification, Secondary Education Biology/Geology
Ohio University 1974 — 1978
BS, Biology & Geology
Jim McGreevy, PMP's Charles Schwab Experience January 2010 - May 2011
Job Senior Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab (Contract) May 2015 - Present
COMS Interactive, LLC January 2014 - April 2015
iOTOS March 2013 - November 2013
Robert Half Technology May 2012 - March 2013
Charles Schwab January 2010 - May 2011
Progressive Insurance January 2010 - December 2010
United States Mint March 2008 - December 2009
brulant 2008 - December 2009
Seagull Software August 1998 - August 2007
Ernst & Young July 1996 - July 1998
Education
Ohio University 1985 — 1989
BS, Computer Science
berea high 1983 — 1985
Charles Schwab (Contract) May 2015 - Present
COMS Interactive, LLC January 2014 - April 2015
iOTOS March 2013 - November 2013
Robert Half Technology May 2012 - March 2013
Charles Schwab January 2010 - May 2011
Progressive Insurance January 2010 - December 2010
United States Mint March 2008 - December 2009
brulant 2008 - December 2009
Seagull Software August 1998 - August 2007
Ernst & Young July 1996 - July 1998
Education
Ohio University 1985 — 1989
BS, Computer Science
berea high 1983 — 1985
Greg Downing's Charles Schwab Experience 1991 - 2000
Job Vice President
Industry Financial Services
Experience
The Ayco Company, L.P. 2006 - 2014
Goldman Sachs 2000 - 2014
Charles Schwab 1991 - 2000
Skills
Alternative Investments, Securities, Fixed Income, Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Wealth Management, Leadership, Management, Strategic Planning, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63
Education
Ohio Wesleyan University 1981 — 1984
BA, History
New Trier East High School 1976 — 1980
The Ayco Company, L.P. 2006 - 2014
Goldman Sachs 2000 - 2014
Charles Schwab 1991 - 2000
Skills
Alternative Investments, Securities, Fixed Income, Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Wealth Management, Leadership, Management, Strategic Planning, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63
Education
Ohio Wesleyan University 1981 — 1984
BA, History
New Trier East High School 1976 — 1980
Derek Walls's Charles Schwab Experience May 2006 - Present
Job Associate Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2006 - Present
Empire Investment Advisors February 2002 - May 2004
Charles Schwab June 1999 - June 2001
Skills
Series 7, Performance Management, Management, Mutual Funds, Series 63, Investments, Portfolio Management, Asset Allocation, Coaching
Education
Ohio University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Florida A&M University 1994 — 1998
Bachelor of Science, Political Science
Charles Schwab May 2006 - Present
Empire Investment Advisors February 2002 - May 2004
Charles Schwab June 1999 - June 2001
Skills
Series 7, Performance Management, Management, Mutual Funds, Series 63, Investments, Portfolio Management, Asset Allocation, Coaching
Education
Ohio University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Florida A&M University 1994 — 1998
Bachelor of Science, Political Science
Alyson Shupe's Charles Schwab Experience June 2006 - December 2006
Job Product Strategist
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management July 2008 - April 2011
Best Associates June 2007 - August 2007
Charles Schwab June 2006 - December 2006
Skills
Investments, Series 7, Mutual Funds, Microsoft Excel, Asset Management
Education
Ohio University 2004 — 2008
BBA, BA, Economics, Finance, Spanish
J.P. Morgan Asset Management April 2011 - Present
J.P. Morgan Asset Management July 2008 - April 2011
Best Associates June 2007 - August 2007
Charles Schwab June 2006 - December 2006
Skills
Investments, Series 7, Mutual Funds, Microsoft Excel, Asset Management
Education
Ohio University 2004 — 2008
BBA, BA, Economics, Finance, Spanish
Victoria (Richebacher) Conrad, CFP®'s Charles Schwab Experience 2011 - November 2014
Job Investment Analyst at ValMark Securities
Industry Financial Services
Experience
ValMark Securities November 2014 - Present
Charles Schwab 2011 - November 2014
Charles Schwab 2008 - 2011
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Finance & Marketing
ValMark Securities November 2014 - Present
Charles Schwab 2011 - November 2014
Charles Schwab 2008 - 2011
Education
Ohio University 2004 — 2008
Bachelor of Business Administration, Finance & Marketing
Amber Jakubson's Charles Schwab Experience June 2008 - August 2008
Job Relationship Manager Global Strategic Relationship Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan Asset Management April 2011 - April 2013
J.P. Morgan Asset Management June 2010 - April 2011
Edward Jones April 2009 - May 2010
Charles Schwab June 2008 - August 2008
House of Blues 2007 - 2007
Education
Ohio University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Cathy Coluccio's Charles Schwab Experience April 2013 - March 2015
Job Relationship Specialist, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Charles Schwab April 2013 - March 2015
American Express February 2011 - April 2013
RockWest Technology Group October 2008 - May 2010
Canyon Telecom Inc April 2007 - October 2008
Skills
SPIN Selling, Complex Sales, Qualifying Prospects, Sales Process, Business Development, Analytics, Management, Training, Security, Customer Acquisition, B2B, Finance, Lead Generation, Sales Management, Marketing Strategy, Direct Sales, Relationship Management, Salesforce.com, Strategic Partnerships, Sales
Education
Northwestern University
BA, Economics
Northwestern University
BA Economics, Economics
Merrill Lynch March 2015 - Present
Charles Schwab April 2013 - March 2015
American Express February 2011 - April 2013
RockWest Technology Group October 2008 - May 2010
Canyon Telecom Inc April 2007 - October 2008
Skills
SPIN Selling, Complex Sales, Qualifying Prospects, Sales Process, Business Development, Analytics, Management, Training, Security, Customer Acquisition, B2B, Finance, Lead Generation, Sales Management, Marketing Strategy, Direct Sales, Relationship Management, Salesforce.com, Strategic Partnerships, Sales
Education
Northwestern University
BA, Economics
Northwestern University
BA Economics, Economics
Diane Santiago's Charles Schwab Experience May 2000 - August 2006
Job Vice PresidentInternal Audit at American Express
Industry Financial Services
Experience
American Express September 2006 - Present
Charles Schwab May 2000 - August 2006
OnSource Consulting January 2000 - May 2000
Support Technologies February 1998 - January 2000
American Express February 1985 - February 1998
Skills
Internal Audit, Operations Management, Financial Services, Regulatory Requirements, Consulting, Information Technology, Risk Management, Auditing, IT Audit, Operational Risk..., Financial Analysis, Leadership, Operational Risk, Process Improvement, Enterprise Risk..., Professional Mentoring, Coaching, Women's Leadership, People Skills, Sarbanes-Oxley Act, Management, Business Analysis, Business Process...
Education
Nova Southeastern University 1990 — 1992
MBA, Finance
Nova Southeastern University 1986 — 1989
Bachelor of Science, Business Management/Information Technology
American Express September 2006 - Present
Charles Schwab May 2000 - August 2006
OnSource Consulting January 2000 - May 2000
Support Technologies February 1998 - January 2000
American Express February 1985 - February 1998
Skills
Internal Audit, Operations Management, Financial Services, Regulatory Requirements, Consulting, Information Technology, Risk Management, Auditing, IT Audit, Operational Risk..., Financial Analysis, Leadership, Operational Risk, Process Improvement, Enterprise Risk..., Professional Mentoring, Coaching, Women's Leadership, People Skills, Sarbanes-Oxley Act, Management, Business Analysis, Business Process...
Education
Nova Southeastern University 1990 — 1992
MBA, Finance
Nova Southeastern University 1986 — 1989
Bachelor of Science, Business Management/Information Technology
Jim Conrad's Charles Schwab Experience June 2004 - August 2005
Job Scholastic Sales Representative at Jostens
Industry Consumer Goods
Experience
Jostens August 2015 - Present
Stanley Electric U.S. Co., Inc. April 2015 - July 2015
Stanley Electric U.S. Co., Inc. April 2013 - March 2015
Stanley Electric U.S. Co., Inc. April 2012 - March 2013
Symphony Partners Ltd. April 2011 - August 2012
Stanley Electric U.S. Co., Inc. April 2008 - March 2012
The Financial Solutions Network, LLC January 2010 - March 2011
Stanley Electric U.S. Co., Inc. September 2005 - March 2008
Charles Schwab June 2004 - August 2005
Aflac June 2002 - August 2003
Skills
Financial Reporting, Financial Services, Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Customer Service, Accounting, Manufacturing, Microsoft Word, PowerPoint, Budgets, Project Management, Forecasting, Team Building, Team Leadership, Strategic Financial..., Time Management, Management, Finance, Insurance
Education
Ohio Northern University 2000 — 2004
BSBA, Accounting
Ohio Northern University 2000 — 2004
BSBA, Accounting
Jostens August 2015 - Present
Stanley Electric U.S. Co., Inc. April 2015 - July 2015
Stanley Electric U.S. Co., Inc. April 2013 - March 2015
Stanley Electric U.S. Co., Inc. April 2012 - March 2013
Symphony Partners Ltd. April 2011 - August 2012
Stanley Electric U.S. Co., Inc. April 2008 - March 2012
The Financial Solutions Network, LLC January 2010 - March 2011
Stanley Electric U.S. Co., Inc. September 2005 - March 2008
Charles Schwab June 2004 - August 2005
Aflac June 2002 - August 2003
Skills
Financial Reporting, Financial Services, Analysis, Process Improvement, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Accounting, Customer Service, Accounting, Manufacturing, Microsoft Word, PowerPoint, Budgets, Project Management, Forecasting, Team Building, Team Leadership, Strategic Financial..., Time Management, Management, Finance, Insurance
Education
Ohio Northern University 2000 — 2004
BSBA, Accounting
Ohio Northern University 2000 — 2004
BSBA, Accounting
Tamara Bohlig's Charles Schwab Experience July 2011 - Present
Job Vice President, Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Charles Schwab January 2010 - July 2011
JPMorgan Chase October 2008 - January 2010
Washington Mutual September 2003 - October 2008
Providian Financial September 2002 - September 2003
Providian Financial September 2001 - September 2002
Logictier, Inc. September 1999 - September 2001
Hewlett-Packard September 1998 - September 1999
Hewlett-Packard September 1997 - September 1998
General Mills June 1996 - August 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Management Strategy, Marketing
Northwestern University 1987 — 1991
BA, Sociology
Charles Schwab July 2011 - Present
Charles Schwab January 2010 - July 2011
JPMorgan Chase October 2008 - January 2010
Washington Mutual September 2003 - October 2008
Providian Financial September 2002 - September 2003
Providian Financial September 2001 - September 2002
Logictier, Inc. September 1999 - September 2001
Hewlett-Packard September 1998 - September 1999
Hewlett-Packard September 1997 - September 1998
General Mills June 1996 - August 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Management Strategy, Marketing
Northwestern University 1987 — 1991
BA, Sociology
Cullen Rasmussen's Charles Schwab Experience May 2008 - August 2008
Job Territory Manager at Cooper Tire & Rubber Company
Industry Marketing and Advertising
Experience
Cooper Tire & Rubber Company August 2012 - Present
Cooper Tire & Rubber Company June 2011 - October 2012
Northwestern Mutual October 2009 - July 2010
Corporate Research International March 2009 - May 2009
Charles Schwab May 2008 - August 2008
Ohio Northern University May 2007 - November 2007
Skills
Sales, Advertising, Sales Process, Marketing, Sales Operations, Salesforce.com, New Business Development, Customer Satisfaction, Strategic Planning, Customer Service, Team Building
Education
Ohio Northern University 2005 — 2009
B.S.B.A, Marketing
Cooper Tire & Rubber Company August 2012 - Present
Cooper Tire & Rubber Company June 2011 - October 2012
Northwestern Mutual October 2009 - July 2010
Corporate Research International March 2009 - May 2009
Charles Schwab May 2008 - August 2008
Ohio Northern University May 2007 - November 2007
Skills
Sales, Advertising, Sales Process, Marketing, Sales Operations, Salesforce.com, New Business Development, Customer Satisfaction, Strategic Planning, Customer Service, Team Building
Education
Ohio Northern University 2005 — 2009
B.S.B.A, Marketing
doris gates's Charles Schwab Experience 1989 - 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
World Savings 1995 - 2002
Charles Schwab 1989 - 1991
First Nationwide Bank 1985 - 1987
First Interstate Bancorp 1981 - 1985
Education
University of California, Berkeley, Haas School of Business 1975 — 1976
MBA, Marketing
Occidental College 1962 — 1966
BA, Economics
World Savings 1995 - 2002
Charles Schwab 1989 - 1991
First Nationwide Bank 1985 - 1987
First Interstate Bancorp 1981 - 1985
Education
University of California, Berkeley, Haas School of Business 1975 — 1976
MBA, Marketing
Occidental College 1962 — 1966
BA, Economics
Eric Klaes's Charles Schwab Experience January 2014 - Present
Job
Industry Investment Management
Experience
Charles Schwab January 2014 - Present
Glenview Public School District October 2007 - December 2013
Pulte Homes 2005 - 2006
Education
Ripon College 2002 — 2005
BA
Oakton Community College 2000 — 2002
Charles Schwab January 2014 - Present
Glenview Public School District October 2007 - December 2013
Pulte Homes 2005 - 2006
Education
Ripon College 2002 — 2005
BA
Oakton Community College 2000 — 2002
Andrew Roynestad's Charles Schwab Experience March 2009 - August 2009
Job Project Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust March 2012 - Present
Wilmington Trust November 2009 - March 2012
Charles Schwab March 2009 - August 2009
Wilmington Trust October 2007 - March 2009
Skills
Securities, Risk Management, Portfolio Management, Investments, Bloomberg, Asset Management, Strategic Planning, Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Banking, Alternative Investments
Education
Ohio Wesleyan University 1999 — 2003
BA, Economics, Pre-Law
Wilmington Trust March 2012 - Present
Wilmington Trust November 2009 - March 2012
Charles Schwab March 2009 - August 2009
Wilmington Trust October 2007 - March 2009
Skills
Securities, Risk Management, Portfolio Management, Investments, Bloomberg, Asset Management, Strategic Planning, Mutual Funds, Leadership, Financial Analysis, Equities, Financial Services, Banking, Alternative Investments
Education
Ohio Wesleyan University 1999 — 2003
BA, Economics, Pre-Law
Genna Armanini's Charles Schwab Experience 1998 - 2001
Job Marketing Director at California Society of CPAs Group Insurance Trust
Industry Insurance
Experience
California Society of CPAs Group Insurance Trust February 2015 - Present
California Society of CPAs Group Insurance Trust January 2010 - Present
California Society of CPAs Group Insurance Trust April 2001 - December 2009
Charles Schwab 1998 - 2001
Skills
Small Business, Marketing Communications, Leadership, Insurance, Marketing, Event Planning, Email Marketing, Strategic Planning, Social Media Marketing, Social Media, Marketing Strategy, Management, Social Networking, Online Marketing, SEO, Real Estate
Education
Notre Dame de Namur University 2011 — 2013
Bachelor of Science (BS), Human Services and Business Administration
Notre Dame de Namur University
Bachelor of Science (BS)
California Society of CPAs Group Insurance Trust February 2015 - Present
California Society of CPAs Group Insurance Trust January 2010 - Present
California Society of CPAs Group Insurance Trust April 2001 - December 2009
Charles Schwab 1998 - 2001
Skills
Small Business, Marketing Communications, Leadership, Insurance, Marketing, Event Planning, Email Marketing, Strategic Planning, Social Media Marketing, Social Media, Marketing Strategy, Management, Social Networking, Online Marketing, SEO, Real Estate
Education
Notre Dame de Namur University 2011 — 2013
Bachelor of Science (BS), Human Services and Business Administration
Notre Dame de Namur University
Bachelor of Science (BS)
Brad Bender, ChFC CLU's Charles Schwab Experience June 1999 - October 2002
Job at
Industry Financial Services
Experience
State Farm April 2013 - Present
State Farm March 2010 - April 2013
State Farm May 2007 - March 2010
State Farm Agent September 2004 - April 2007
State Farm October 2002 - August 2004
Charles Schwab June 1999 - October 2002
Skills
Whole Life, Long-term Care, Retirement Planning, Financial Services, Mutual Funds, Commercial Insurance, Disability Insurance, Fixed Annuities, General Insurance, Health Insurance, Homeowners, Insurance, Life Insurance, Property, Retirement, Sales, Term Life Insurance, Universal Life, Umbrella Insurance
Education
Ohio University 1994 — 1998
BA, Finance and Marketing
The American College
ChFC, CLU
State Farm April 2013 - Present
State Farm March 2010 - April 2013
State Farm May 2007 - March 2010
State Farm Agent September 2004 - April 2007
State Farm October 2002 - August 2004
Charles Schwab June 1999 - October 2002
Skills
Whole Life, Long-term Care, Retirement Planning, Financial Services, Mutual Funds, Commercial Insurance, Disability Insurance, Fixed Annuities, General Insurance, Health Insurance, Homeowners, Insurance, Life Insurance, Property, Retirement, Sales, Term Life Insurance, Universal Life, Umbrella Insurance
Education
Ohio University 1994 — 1998
BA, Finance and Marketing
The American College
ChFC, CLU
Greg Conklin's Charles Schwab Experience June 2015 - Present
Job Manager, Risk Analytics and Modeling at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Wake Forest University August 2013 - May 2015
PangeaTwo May 2014 - August 2014
BB&T September 2010 - June 2013
Ohio National Financial Services June 2009 - August 2009
Ohio Casualty Group June 2007 - August 2007
Education
Wake Forest University Graduate School 2013 — 2015
Master of Arts (M.A.), Mathematics
Ohio University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Ohio University 2005 — 2010
Bachelor of Science (B.S.), Mathematics-Actuarial Science
Charles Schwab June 2015 - Present
Wake Forest University August 2013 - May 2015
PangeaTwo May 2014 - August 2014
BB&T September 2010 - June 2013
Ohio National Financial Services June 2009 - August 2009
Ohio Casualty Group June 2007 - August 2007
Education
Wake Forest University Graduate School 2013 — 2015
Master of Arts (M.A.), Mathematics
Ohio University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Ohio University 2005 — 2010
Bachelor of Science (B.S.), Mathematics-Actuarial Science
Loudan Hammersmith's Charles Schwab Experience May 2008 - August 2008
Job Accounting | Analyst | Logistics
Industry Automotive
Experience
BKT Tires October 2014 - Present
St. Julian's Fitness 2013 - October 2014
Bar Louie 2007 - October 2014
The Hercules Tire & Rubber Company 2011 - 2012
Charles Schwab May 2008 - August 2008
Skills
Financial Analysis, Competitive Analysis, Pricing, Forecasting, QuickBooks, Accounting, Budgets, Microsoft Excel, Databases, Business Planning, Account Reconciliation, Inventory Management, Accounts Receivable, Analysis, Team Building, Customer Service
Education
Ohio Northern University 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Accounting
BKT Tires October 2014 - Present
St. Julian's Fitness 2013 - October 2014
Bar Louie 2007 - October 2014
The Hercules Tire & Rubber Company 2011 - 2012
Charles Schwab May 2008 - August 2008
Skills
Financial Analysis, Competitive Analysis, Pricing, Forecasting, QuickBooks, Accounting, Budgets, Microsoft Excel, Databases, Business Planning, Account Reconciliation, Inventory Management, Accounts Receivable, Analysis, Team Building, Customer Service
Education
Ohio Northern University 2005 — 2009
Bachelor of Science in Business Administration (BSBA), Accounting
Elsy Herrera's Charles Schwab Experience July 1997 - January 2005
Job Finance Manager II at CSAA Insurance Grou
Industry Insurance
Experience
CSAA Insurance July 2009 - Present
Wells Fargo Bank January 2005 - July 2009
Charles Schwab July 1997 - January 2005
Education
Notre Dame de Namur University 1983 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Management
National University, El Salvador, Central America
Accountant, Accounting and Finance
CSAA Insurance July 2009 - Present
Wells Fargo Bank January 2005 - July 2009
Charles Schwab July 1997 - January 2005
Education
Notre Dame de Namur University 1983 — 1994
Bachelor of Business Administration (B.B.A.), Finance and Management
National University, El Salvador, Central America
Accountant, Accounting and Finance
Amy Farber's Charles Schwab Experience April 2015 - Present
Job Associate Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Skills
Microsoft Excel, Customer Service, Leadership, Management, Marketing, Project Management, Strategic Planning, Sales, Teaching, Public Speaking, Microsoft Office, Coaching, Event Planning, PowerPoint, Investments, Portfolio Management, Social Media, Nonprofits, Equities, Risk Management, Asset Management, Marketing Strategy, Financial Analysis, Budgets, Program Management, Strategy, Entrepreneurship, Research, Financial Modeling, Process Improvement, Social Networking, Due Diligence, Analysis, Finance, Public Relations, Fixed Income, Fundraising, Social Media Marketing, Leadership Development, Capital Markets, Derivatives, Mergers & Acquisitions, Project Planning, Organizational...
Education
Northwestern University 1995 — 1996
Ad hoc masters in music criticism, journalism and music theory
Northwestern University
Bachelor of Arts (B.A.), Psychology/music
Charles Schwab April 2015 - Present
Skills
Microsoft Excel, Customer Service, Leadership, Management, Marketing, Project Management, Strategic Planning, Sales, Teaching, Public Speaking, Microsoft Office, Coaching, Event Planning, PowerPoint, Investments, Portfolio Management, Social Media, Nonprofits, Equities, Risk Management, Asset Management, Marketing Strategy, Financial Analysis, Budgets, Program Management, Strategy, Entrepreneurship, Research, Financial Modeling, Process Improvement, Social Networking, Due Diligence, Analysis, Finance, Public Relations, Fixed Income, Fundraising, Social Media Marketing, Leadership Development, Capital Markets, Derivatives, Mergers & Acquisitions, Project Planning, Organizational...
Education
Northwestern University 1995 — 1996
Ad hoc masters in music criticism, journalism and music theory
Northwestern University
Bachelor of Arts (B.A.), Psychology/music
Andrew Seid's Charles Schwab Experience June 1989 - November 1996
Job Tax Practitioner at Andrew Seid, E.A.
Industry Financial Services
Experience
Andrew Seid, E.A. 1997 - Present
Charles Schwab June 1989 - November 1996
Skills
Accounting, Financial Reporting, Tax, Investments, Payroll, Portfolio Management, Small Business, Tax Preparation, Risk Management, Cash Flow, Forecasting, Internal Audit, Internal Controls, Financial Statements, Financial Accounting, Series 7, Business Analysis, Public Speaking, Process Improvement, Nonprofits, Entrepreneurship, Strategy
Education
University of Southern California 1982 — 1984
Master of Music, Performance - Piano
Oberlin College 1978 — 1982
Bachelor of Music, Performance - Piano
Andrew Seid, E.A. 1997 - Present
Charles Schwab June 1989 - November 1996
Skills
Accounting, Financial Reporting, Tax, Investments, Payroll, Portfolio Management, Small Business, Tax Preparation, Risk Management, Cash Flow, Forecasting, Internal Audit, Internal Controls, Financial Statements, Financial Accounting, Series 7, Business Analysis, Public Speaking, Process Improvement, Nonprofits, Entrepreneurship, Strategy
Education
University of Southern California 1982 — 1984
Master of Music, Performance - Piano
Oberlin College 1978 — 1982
Bachelor of Music, Performance - Piano
Kristina Emick's Charles Schwab Experience August 1994 - August 1996
Job
Industry Higher Education
Experience
The Ohio State University September 2013 - Present
The Ohio State University April 2005 - Present
The Ohio State University May 2000 - May 2003
The Ohio State University August 1998 - May 2000
Charles Schwab August 1994 - August 1996
Skills
Project Management, Marketing Communications, Editing, Copywriting, Website Development, Content Development, Executive Writing, Branding & Identity, Strategic Communications, Proofreading, Publications, Copy Editing, Higher ed marketing, Web Content, Newsletters
Education
The Ohio State University 1996 — 1999
Master of Fine Arts (MFA)
UC Berkeley 1993 — 1996
Certificate
Ohio University 1983 — 1987
Bachelor of Science (BS)
The Ohio State University September 2013 - Present
The Ohio State University April 2005 - Present
The Ohio State University May 2000 - May 2003
The Ohio State University August 1998 - May 2000
Charles Schwab August 1994 - August 1996
Skills
Project Management, Marketing Communications, Editing, Copywriting, Website Development, Content Development, Executive Writing, Branding & Identity, Strategic Communications, Proofreading, Publications, Copy Editing, Higher ed marketing, Web Content, Newsletters
Education
The Ohio State University 1996 — 1999
Master of Fine Arts (MFA)
UC Berkeley 1993 — 1996
Certificate
Ohio University 1983 — 1987
Bachelor of Science (BS)
Ingrid Letzig's Charles Schwab Experience 1997 - 2001
Job Financial Education Implementation/Delivery Lead at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt May 2015 - Present
Chicago Equity Partners 2004 - 2015
Freeman Associates Investment Management 2002 - 2004
Charles Schwab 1997 - 2001
Skills
Client Billing, Auditing, Revenue Forecasting, Management, Equities, Institutional..., Fixed Income, Funding, Portfolio Management, Investments, Securities, Asset Allocation, Investment Management, Client Service, Revenue Analysis, Bloomberg, Settlement, Corporate Actions, Asset Management, ETFs, Operations Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts (BA)
Aon Hewitt May 2015 - Present
Chicago Equity Partners 2004 - 2015
Freeman Associates Investment Management 2002 - 2004
Charles Schwab 1997 - 2001
Skills
Client Billing, Auditing, Revenue Forecasting, Management, Equities, Institutional..., Fixed Income, Funding, Portfolio Management, Investments, Securities, Asset Allocation, Investment Management, Client Service, Revenue Analysis, Bloomberg, Settlement, Corporate Actions, Asset Management, ETFs, Operations Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts (BA)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank