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
Scott Eilerts Scott Eilerts's Charles Schwab Experience June 2014 - Present
Job Senior Manager, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Argus Information and Advisory Services, A Verisk Analytics Company 2012 - May 2014
Black Mesa Capital LLC 2001 - 2010
Prediction Company 1999 - 2001
Univ. of Texas February 1999 - November 1999
University of New Mexico Department of Physics and Astronomy September 1993 - December 1998
University of New Mexico June 1997 - August 1997
Skills
R, Statistics, Predictive Analytics, Data Analysis, Quantitative Finance, C++, SAS, Risk Management, Portfolio Management, Time Series Analysis, Data Mining, Databases, Statistical Modeling, Financial Modeling, CCAR, Credit Risk, SQL, Python, Machine Learning, Effective Challenge
Education
The University of New Mexico 1993 — 1999
Ph.D., Physics
Pacific University 1991 — 1993
B.S, Physics
Charles Schwab June 2014 - Present
Argus Information and Advisory Services, A Verisk Analytics Company 2012 - May 2014
Black Mesa Capital LLC 2001 - 2010
Prediction Company 1999 - 2001
Univ. of Texas February 1999 - November 1999
University of New Mexico Department of Physics and Astronomy September 1993 - December 1998
University of New Mexico June 1997 - August 1997
Skills
R, Statistics, Predictive Analytics, Data Analysis, Quantitative Finance, C++, SAS, Risk Management, Portfolio Management, Time Series Analysis, Data Mining, Databases, Statistical Modeling, Financial Modeling, CCAR, Credit Risk, SQL, Python, Machine Learning, Effective Challenge
Education
The University of New Mexico 1993 — 1999
Ph.D., Physics
Pacific University 1991 — 1993
B.S, Physics
MaryAnn Hipp MaryAnn Hipp's Charles Schwab Experience 1997 - 2002
Job Retired Teacher
Industry Education Management
Experience
Grace Academy of Georgetown August 2002 - May 2013
Charles Schwab 1997 - 2002
Fidelity Investments 1994 - 1996
Skills
Teaching, Classroom, Classroom Management, Curriculum Design, Educational Leadership, Curriculum Development, Lesson Planning, Differentiated..., History, Literature, Literacy, Language Arts, Social Studies, Teaching Reading, Secondary Education, Public Speaking, Customer Service, Social Media, Marketing, Management, Event Planning, Leadership
Education
University of Cincinnati 1986 — 1988
Masters Program- Literature
Olivet Nazarene University 1976 — 1980
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Grace Academy of Georgetown August 2002 - May 2013
Charles Schwab 1997 - 2002
Fidelity Investments 1994 - 1996
Skills
Teaching, Classroom, Classroom Management, Curriculum Design, Educational Leadership, Curriculum Development, Lesson Planning, Differentiated..., History, Literature, Literacy, Language Arts, Social Studies, Teaching Reading, Secondary Education, Public Speaking, Customer Service, Social Media, Marketing, Management, Event Planning, Leadership
Education
University of Cincinnati 1986 — 1988
Masters Program- Literature
Olivet Nazarene University 1976 — 1980
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Brett Phillipe Brett Phillipe's Charles Schwab Experience August 1999 - Present
Job Financal Services Profesional, Athlete Linx, Coach
Industry Sports
Experience
Charles Schwab August 1999 - Present
Athlete Linx June 2010 - Present
Winter Park Resort November 2007 - Present
GITIC August 1997 - January 1999
Skills
China Business..., Greater China, Coaching, Coaching, Mogul Skiing, Investing/Trading, Options Trading and..., Employee Training, Fitness Training, Leadership, Online Marketing, Entrepreneurship, Negotiation, Sports, Fundraising, Web Design, Marketing, Strength Training
Education
Pacific Lutheran University 1989 — 1993
Anthropology and Chinese Studies
Chengdu University of Science and Technology
Chinese Studies
Zhongshan University 1992 — 1993
Chinese Studies
Charles Schwab August 1999 - Present
Athlete Linx June 2010 - Present
Winter Park Resort November 2007 - Present
GITIC August 1997 - January 1999
Skills
China Business..., Greater China, Coaching, Coaching, Mogul Skiing, Investing/Trading, Options Trading and..., Employee Training, Fitness Training, Leadership, Online Marketing, Entrepreneurship, Negotiation, Sports, Fundraising, Web Design, Marketing, Strength Training
Education
Pacific Lutheran University 1989 — 1993
Anthropology and Chinese Studies
Chengdu University of Science and Technology
Chinese Studies
Zhongshan University 1992 — 1993
Chinese Studies
Sunder Rajagopalan Sunder Rajagopalan's Charles Schwab Experience July 2006 - June 2013
Job VP, Enterprise Architect at Bank of the West
Industry Financial Services
Experience
Bank of the West (member of BNP Paribas Group) July 2013 - Present
Charles Schwab July 2006 - June 2013
Charles Schwab June 2001 - June 2006
Charles Schwab June 1998 - May 2001
Charles Schwab January 1997 - May 1998
Wells Fargo Bank February 1996 - January 1997
Skills
SOA, Technical Leadership, SDLC, Agile, .NET/C#, J2EE/Java, DB2, Oracle, ERwin, XML, WebSphere ESB, OOAD, Design Pa, UML, RUP, Databases, Erwin, Agile Methodologies, Integration, Web Services, Solution Architecture, Enterprise Architecture, IT Strategy, Software Project..., Business Analysis
Education
Santa Clara University 2004 — 2006
MBA, Finance, Managing Innovation & Technology
Osmania University 1992 — 1994
MS
Bank of the West (member of BNP Paribas Group) July 2013 - Present
Charles Schwab July 2006 - June 2013
Charles Schwab June 2001 - June 2006
Charles Schwab June 1998 - May 2001
Charles Schwab January 1997 - May 1998
Wells Fargo Bank February 1996 - January 1997
Skills
SOA, Technical Leadership, SDLC, Agile, .NET/C#, J2EE/Java, DB2, Oracle, ERwin, XML, WebSphere ESB, OOAD, Design Pa, UML, RUP, Databases, Erwin, Agile Methodologies, Integration, Web Services, Solution Architecture, Enterprise Architecture, IT Strategy, Software Project..., Business Analysis
Education
Santa Clara University 2004 — 2006
MBA, Finance, Managing Innovation & Technology
Osmania University 1992 — 1994
MS
Janis Ceresi Janis Ceresi's Charles Schwab Experience July 2012 - November 2014
Job Studio Manager, contract
Industry Marketing and Advertising
Experience
Rule of Three January 2015 - Present
Swirl November 2014 - January 2015
Charles Schwab July 2012 - November 2014
Godfrey Q and Partners January 2010 - January 2012
Bare Escentuals August 2007 - August 2009
Riney July 1997 - November 2003
Goldberg Moser O'Neill November 1992 - July 1997
SGI Graphics July 1987 - September 1989
Graphic Arts Associates July 1982 - July 1987
Greenwood Publishing Company May 1980 - July 1982
Skills
Advertising, Brand Development, Graphic Design, Marketing, Creative Services, Talent Acquisition, Team Building, Team Leadership, Talent Management, Team Mentoring, Team Management, Directing Talent, Coaching & Mentoring, Digital Asset Management, Project Coordination, Graphics, Typography, Pre-press, Layout, Mac, InDesign, Photoshop, Image Manipulation, Illustrator, Adobe Acrobat, Interactive Advertising, Direct Mail, Outdoor Advertising, Online Advertising, Web Development, Retail Packaging, Environmental Graphics
Education
Parsons School of Design 1981 — 1984
Rule of Three January 2015 - Present
Swirl November 2014 - January 2015
Charles Schwab July 2012 - November 2014
Godfrey Q and Partners January 2010 - January 2012
Bare Escentuals August 2007 - August 2009
Riney July 1997 - November 2003
Goldberg Moser O'Neill November 1992 - July 1997
SGI Graphics July 1987 - September 1989
Graphic Arts Associates July 1982 - July 1987
Greenwood Publishing Company May 1980 - July 1982
Skills
Advertising, Brand Development, Graphic Design, Marketing, Creative Services, Talent Acquisition, Team Building, Team Leadership, Talent Management, Team Mentoring, Team Management, Directing Talent, Coaching & Mentoring, Digital Asset Management, Project Coordination, Graphics, Typography, Pre-press, Layout, Mac, InDesign, Photoshop, Image Manipulation, Illustrator, Adobe Acrobat, Interactive Advertising, Direct Mail, Outdoor Advertising, Online Advertising, Web Development, Retail Packaging, Environmental Graphics
Education
Parsons School of Design 1981 — 1984
Danny Boylan Danny Boylan's Charles Schwab Experience January 1994 - January 2001
Job Regional Director New York
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
TD Ameritrade January 2007 - March 2013
TD Ameritrade February 2001 - December 2006
Charles Schwab January 1994 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investments, Asset Allocation, Securities, Investment Advisory, Retirement, Series 24, Financial Services
Education
Pace University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
TD Ameritrade April 2013 - Present
TD Ameritrade January 2007 - March 2013
TD Ameritrade February 2001 - December 2006
Charles Schwab January 1994 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Investments, Asset Allocation, Securities, Investment Advisory, Retirement, Series 24, Financial Services
Education
Pace University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Marketing
Pat Esposito Pat Esposito's Charles Schwab Experience December 2010 - Present
Job Sales Director
Industry Financial Services
Michelle Delatorre Michelle Delatorre's Charles Schwab Experience May 2006 - November 2009
Job National Account Representative
Industry Hospitality
Experience
Oakwood Worldwide March 2014 - Present
USAA April 2012 - March 2014
Charles Schwab May 2006 - November 2009
Bank of America June 2005 - May 2006
Skills
Banking, Business Analysis, Financial Services, Insurance, Investments, Mutual Funds, Process Improvement, Risk Management, Wealth Management, Leadership, Call Centers, Management, Vendor Management
Education
Paradise Valley Community College
Oakwood Worldwide March 2014 - Present
USAA April 2012 - March 2014
Charles Schwab May 2006 - November 2009
Bank of America June 2005 - May 2006
Skills
Banking, Business Analysis, Financial Services, Insurance, Investments, Mutual Funds, Process Improvement, Risk Management, Wealth Management, Leadership, Call Centers, Management, Vendor Management
Education
Paradise Valley Community College
Peter Kim Peter Kim's Charles Schwab Experience September 1992 - February 1999
Job BSA/AML Sanctions Compliance Officer at Bank of the West BNP Paribas
Industry Financial Services
Experience
Bank of the West - BNP Paribas November 2014 - Present
Federal Reserve Bank of New York May 2013 - August 2014
Ernst & Young January 2011 - April 2013
JP Morgan Chase (Bear Stearns & Co) November 2006 - November 2010
Bear Stearns October 2003 - November 2006
Schwab Institutional April 2000 - September 2002
Nomura Securities February 1999 - April 2000
Charles Schwab September 1992 - February 1999
Skills
AML, Securities, Compliance, Banking, Prime Brokerage, Anti-Money Laundering, BSA Compliance, Financial Markets, Global Regulatory..., Business Advisory, Management Consulting, Surveillance, KYC, Financial Advisory, sales, marketing, Risk Management, Bank Secrecy Act, Sales, Marketing, Financial Risk, USA PATRIOT Act, OFAC, Sanction, Project Team Management, Consultative Services, Multi-tasked, Pragmatic, AML Technology, Process Improvement, AML Audit, Subject Matter Experts, Clearing, Global Custody, Capital Markets, Derivatives, Asset Management, Fixed Income, Hedge Funds, Equities, Due Diligence, Strategy, Bloomberg, Series 7, Alternative Investments, Options, Mutual Funds, Financial Institutions, Private Equity, Series 63
Education
Pace University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Bank of the West - BNP Paribas November 2014 - Present
Federal Reserve Bank of New York May 2013 - August 2014
Ernst & Young January 2011 - April 2013
JP Morgan Chase (Bear Stearns & Co) November 2006 - November 2010
Bear Stearns October 2003 - November 2006
Schwab Institutional April 2000 - September 2002
Nomura Securities February 1999 - April 2000
Charles Schwab September 1992 - February 1999
Skills
AML, Securities, Compliance, Banking, Prime Brokerage, Anti-Money Laundering, BSA Compliance, Financial Markets, Global Regulatory..., Business Advisory, Management Consulting, Surveillance, KYC, Financial Advisory, sales, marketing, Risk Management, Bank Secrecy Act, Sales, Marketing, Financial Risk, USA PATRIOT Act, OFAC, Sanction, Project Team Management, Consultative Services, Multi-tasked, Pragmatic, AML Technology, Process Improvement, AML Audit, Subject Matter Experts, Clearing, Global Custody, Capital Markets, Derivatives, Asset Management, Fixed Income, Hedge Funds, Equities, Due Diligence, Strategy, Bloomberg, Series 7, Alternative Investments, Options, Mutual Funds, Financial Institutions, Private Equity, Series 63
Education
Pace University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Ethenia Scott Ethenia Scott's Charles Schwab Experience November 2014 - Present
Job Cisco Partner at Cisco
Industry Business Supplies and Equipment
Experience
Emacom December 2014 - Present
Clover Global Solutions December 2014 - Present
First Financial USA December 2014 - Present
Scott-Gardner Financial Analysis December 2014 - Present
Cisco December 2014 - Present
Citrix November 2014 - Present
AuthorHouse November 2014 - Present
Citrix Atlanta User Group November 2014 - Present
Charles Schwab November 2014 - Present
China Steel Company November 2014 - Present
Skills
Audio Engineering, Network Engineering, Market Research, Fiscal Policy, Finance, Receptionist Duties, Medical Billing, Medical Coding, Medical Terminology, Medical Office, Medical Practice..., Medical Operations, Medical Records, Managerial, Lead Management, Healthcare, Technical Writing, Cisco Technologies, Contract Management, Encryption, Data Warehousing, Telephony, Wiring, Network Topology, Network Infrastructure..., Network Architecture, writing a novel, script writing, Script Creation, create music players, create simple music..., Microsoft Excel, Microsoft Word, VMware Server, Vendor Management, Leadership, Customer Service, Microsoft Office, Networking, Team Building, Technical Recruiting, Growth Management, Management, CRM, Enterprise Software, Project Management, Sales, Strategic Planning, Training
Education
Atlantic International University 2013 — 2015
Bachelor's of Science, Chemical Engineering and Chemistry Engineering, 4.0
Omnitech Institute 2010 — 2012
Omni Networking, Audio Production, Engineering, Networking, Audio Engineering, Production
Kaplan University 2009 — 2012
Bachelors of Science, Business Administration, Finance interest Public Administration and International Finance
LIVELY VOCATIONAL TECHNICAL CENTER 2002 — 2004
CERTIFICATE, C++, Computer Programming, Photography, Business Administration, 3.6
American Military University
Certificate, United Nations
Dell University
Consultation, Sales, Compliance
Emacom December 2014 - Present
Clover Global Solutions December 2014 - Present
First Financial USA December 2014 - Present
Scott-Gardner Financial Analysis December 2014 - Present
Cisco December 2014 - Present
Citrix November 2014 - Present
AuthorHouse November 2014 - Present
Citrix Atlanta User Group November 2014 - Present
Charles Schwab November 2014 - Present
China Steel Company November 2014 - Present
Skills
Audio Engineering, Network Engineering, Market Research, Fiscal Policy, Finance, Receptionist Duties, Medical Billing, Medical Coding, Medical Terminology, Medical Office, Medical Practice..., Medical Operations, Medical Records, Managerial, Lead Management, Healthcare, Technical Writing, Cisco Technologies, Contract Management, Encryption, Data Warehousing, Telephony, Wiring, Network Topology, Network Infrastructure..., Network Architecture, writing a novel, script writing, Script Creation, create music players, create simple music..., Microsoft Excel, Microsoft Word, VMware Server, Vendor Management, Leadership, Customer Service, Microsoft Office, Networking, Team Building, Technical Recruiting, Growth Management, Management, CRM, Enterprise Software, Project Management, Sales, Strategic Planning, Training
Education
Atlantic International University 2013 — 2015
Bachelor's of Science, Chemical Engineering and Chemistry Engineering, 4.0
Omnitech Institute 2010 — 2012
Omni Networking, Audio Production, Engineering, Networking, Audio Engineering, Production
Kaplan University 2009 — 2012
Bachelors of Science, Business Administration, Finance interest Public Administration and International Finance
LIVELY VOCATIONAL TECHNICAL CENTER 2002 — 2004
CERTIFICATE, C++, Computer Programming, Photography, Business Administration, 3.6
American Military University
Certificate, United Nations
Dell University
Consultation, Sales, Compliance
Deena Lager Deena Lager's Charles Schwab Experience September 2008 - February 2010
Job Director, Arizona Student Financial Aid Programs & AZ 529 College Savings Plan
Industry Higher Education
Experience
Apollo Education Group February 2010 - October 2014
Charles Schwab September 2008 - February 2010
Sallie Mae January 2006 - January 2008
Hope International University September 2004 - December 2005
EDFUND July 1999 - August 2004
Skills
Student Financial Aid, Higher Education, Staff Development, Public Speaking, Customer Service, Strategic Planning, Budgets, Team Building, Leadership Development, Process Improvement, Coaching, Leadership, Marketing, Training, Event Planning, Consultative Sales..., Internal Controls, Risk Assessment, Internal Audit, Compliance, Project Management, Microsoft Office, Business Development, Admissions, Recruiting, Sales, Management, Operations Management, CRM, Cross-functional Team..., Community Outreach, Enrollment Management, Adult Education, Executive Sales..., Analysis
Education
Western International University 2014 — 2016
Master of Business Administration (MBA), Management
Pacific Lutheran University 1991 — 1995
BBA, Business Administration
Apollo Education Group February 2010 - October 2014
Charles Schwab September 2008 - February 2010
Sallie Mae January 2006 - January 2008
Hope International University September 2004 - December 2005
EDFUND July 1999 - August 2004
Skills
Student Financial Aid, Higher Education, Staff Development, Public Speaking, Customer Service, Strategic Planning, Budgets, Team Building, Leadership Development, Process Improvement, Coaching, Leadership, Marketing, Training, Event Planning, Consultative Sales..., Internal Controls, Risk Assessment, Internal Audit, Compliance, Project Management, Microsoft Office, Business Development, Admissions, Recruiting, Sales, Management, Operations Management, CRM, Cross-functional Team..., Community Outreach, Enrollment Management, Adult Education, Executive Sales..., Analysis
Education
Western International University 2014 — 2016
Master of Business Administration (MBA), Management
Pacific Lutheran University 1991 — 1995
BBA, Business Administration
He Ren He Ren's Charles Schwab Experience November 2014 - February 2015
Job Research Analyst at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Charles Schwab November 2014 - February 2015
CITIC Securities August 2013 - March 2014
ICBC-Credit Suisse Fund August 2012 - September 2012
EY June 2012 - July 2012
Skills
Matlab, Stata, C++, Java, Microsoft Office, Macroeconomics, Algorithms, Development Economics, Wind, R, Bond Markets, Statistics, Mandarin, SAS, VBA, Economics, MATLAB, Analysis, Bloomberg, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering, Financial Engineering
Peking University 2009 — 2013
Bachelor of Science (BS), Computer Science, Economics
Weiyu High School 2006 — 2009
High School
BlackRock May 2015 - Present
Charles Schwab November 2014 - February 2015
CITIC Securities August 2013 - March 2014
ICBC-Credit Suisse Fund August 2012 - September 2012
EY June 2012 - July 2012
Skills
Matlab, Stata, C++, Java, Microsoft Office, Macroeconomics, Algorithms, Development Economics, Wind, R, Bond Markets, Statistics, Mandarin, SAS, VBA, Economics, MATLAB, Analysis, Bloomberg, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering, Financial Engineering
Peking University 2009 — 2013
Bachelor of Science (BS), Computer Science, Economics
Weiyu High School 2006 — 2009
High School
VIREN KANYAL VIREN KANYAL's Charles Schwab Experience October 2009 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2009 - Present
Wells Fargo -Private Client Services March 2005 - November 2006
Skills
Business Strategy, Leadership, Business Analysis, Project Management, Start-ups, Executive stock plan
Education
Osmania University
Bachelor's degree, Public Administration, Political Science
Dr Antonio Dsilva Tech
Charles Schwab October 2009 - Present
Wells Fargo -Private Client Services March 2005 - November 2006
Skills
Business Strategy, Leadership, Business Analysis, Project Management, Start-ups, Executive stock plan
Education
Osmania University
Bachelor's degree, Public Administration, Political Science
Dr Antonio Dsilva Tech
John Palmer John Palmer's Charles Schwab Experience February 1998 - April 1998
Job Consultant/Developer
Industry Information Technology and Services
Experience
Fish & Richardson P.C. November 2013 - Present
Citrius Corporation USA October 2009 - November 2013
SAIC May 2008 - September 2009
FanBox/SMS.ac October 2007 - March 2008
Digital Map Products March 2005 - April 2007
Acacia Computing Technologies July 2002 - March 2005
NetSchools Corporation February 2001 - December 2002
Microsoft Consulting Services October 1999 - October 2000
Wells Fargo Bank July 1998 - August 1999
Charles Schwab February 1998 - April 1998
Skills
Business Analysis, SharePoint, Social Networking, Visio, Enterprise Systems, Cloud Computing, SaaS, Software Development, Product Management, Databases, SQL Server, Requirements Analysis, Software Project..., Microsoft Technologies, Integration, Servers, Web 2.0, Systems Analysis, Agile, SDLC, Architecture, Program Management, Enterprise Architecture, Start-ups, Business Management, Product Development, HTML, JavaScript, .NET, IT Management, Virtualization, Microsoft SQL Server, Agile Methodologies, Data Center, Enterprise Software, Management, Active Directory, System Administration, Windows Server, Project Management
Education
San Francisco State University 1991 — 1993
History, Art, Political Science
Coursera 2013 — 2013
Statement of Accomplishment wth Distinction, Maps and the Geospatial Revolution, 97.9%
Orange Coast College 1988 — 1991
Central American Institute for International Affairs (ICAI) 1990 — 1990
Spanish, Political Science
Foothill High School
Fish & Richardson P.C. November 2013 - Present
Citrius Corporation USA October 2009 - November 2013
SAIC May 2008 - September 2009
FanBox/SMS.ac October 2007 - March 2008
Digital Map Products March 2005 - April 2007
Acacia Computing Technologies July 2002 - March 2005
NetSchools Corporation February 2001 - December 2002
Microsoft Consulting Services October 1999 - October 2000
Wells Fargo Bank July 1998 - August 1999
Charles Schwab February 1998 - April 1998
Skills
Business Analysis, SharePoint, Social Networking, Visio, Enterprise Systems, Cloud Computing, SaaS, Software Development, Product Management, Databases, SQL Server, Requirements Analysis, Software Project..., Microsoft Technologies, Integration, Servers, Web 2.0, Systems Analysis, Agile, SDLC, Architecture, Program Management, Enterprise Architecture, Start-ups, Business Management, Product Development, HTML, JavaScript, .NET, IT Management, Virtualization, Microsoft SQL Server, Agile Methodologies, Data Center, Enterprise Software, Management, Active Directory, System Administration, Windows Server, Project Management
Education
San Francisco State University 1991 — 1993
History, Art, Political Science
Coursera 2013 — 2013
Statement of Accomplishment wth Distinction, Maps and the Geospatial Revolution, 97.9%
Orange Coast College 1988 — 1991
Central American Institute for International Affairs (ICAI) 1990 — 1990
Spanish, Political Science
Foothill High School
Christian Kruse Christian Kruse's Charles Schwab Experience January 2000 - January 2002
Job Financial Planning at SGC Financial & Insurance Services
Industry Financial Services
Experience
SGC Financial & Insurance Services September 2015 - Present
Quest Capital Strategies, Inc. May 2015 - August 2015
Alan J. Blair Personnel Services, Inc. June 2013 - April 2015
San Francisco State University September 2011 - November 2013
Ameriprise Financial Services, Inc. (Minkoff & Associates) May 2013 - June 2013
Ameriprise Financial Services, Inc. (Jordan Miller) January 2011 - April 2011
BNY Mellon June 2004 - June 2008
Citi November 2002 - November 2003
Charles Schwab January 2000 - January 2002
UBS (Formerly Paine Webber) January 1997 - January 1999
Skills
Investments, Strategic Financial..., Bloomberg, Series 7, Portfolio Management, Financial Planning, Thompson One, Microsoft Word, Microsoft Excel, Microsoft Office, Joomla, Life Insurance, Variable Annuities, Indexed Annuities, Index Options, Fixed Income, Fixed Annuities, Stocks, Trading Systems, Mutual Funds, ETFs, Swaps, FX Swaps, Interest Rate..., Retirement Planning, Pension Systems, Personal Pensions, PowerPoint, Portia, ABS, Agency MBS, Munis, US Treasuries, High Yield Bonds, 403 b, 457 Plans, 401k, 401k Rollovers, Naviplan, Forwards, Futures, CDS
Education
San Francisco State University 2011 — 2012
Executive Certificate in Financial Planning, Financial Planning and Services, Passed
Oregon State University 1988 — 1993
Bachelor of Science, Economics
SGC Financial & Insurance Services September 2015 - Present
Quest Capital Strategies, Inc. May 2015 - August 2015
Alan J. Blair Personnel Services, Inc. June 2013 - April 2015
San Francisco State University September 2011 - November 2013
Ameriprise Financial Services, Inc. (Minkoff & Associates) May 2013 - June 2013
Ameriprise Financial Services, Inc. (Jordan Miller) January 2011 - April 2011
BNY Mellon June 2004 - June 2008
Citi November 2002 - November 2003
Charles Schwab January 2000 - January 2002
UBS (Formerly Paine Webber) January 1997 - January 1999
Skills
Investments, Strategic Financial..., Bloomberg, Series 7, Portfolio Management, Financial Planning, Thompson One, Microsoft Word, Microsoft Excel, Microsoft Office, Joomla, Life Insurance, Variable Annuities, Indexed Annuities, Index Options, Fixed Income, Fixed Annuities, Stocks, Trading Systems, Mutual Funds, ETFs, Swaps, FX Swaps, Interest Rate..., Retirement Planning, Pension Systems, Personal Pensions, PowerPoint, Portia, ABS, Agency MBS, Munis, US Treasuries, High Yield Bonds, 403 b, 457 Plans, 401k, 401k Rollovers, Naviplan, Forwards, Futures, CDS
Education
San Francisco State University 2011 — 2012
Executive Certificate in Financial Planning, Financial Planning and Services, Passed
Oregon State University 1988 — 1993
Bachelor of Science, Economics
Fallon Cohen Fallon Cohen's Charles Schwab Experience July 2015 - Present
Job Technical Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab August 2012 - July 2015
Charles Schwab November 2011 - August 2012
Charles Schwab July 2011 - November 2011
GameStop February 2008 - June 2011
Skills
Technical Support, Product Support, Customer Service, Account Management, Account Reconciliation, Data Entry, Databases, Microsoft SQL Server, Virtual Desktop, Citrix, Browsers, Software Documentation, Software Installation, Financial Reporting, Financial Calculations, Cashiering, Retail, Retail Sales, Retail Category..., Retail Sales Analysis, Inventory Management, Inventory Control, Store Management, Store Operations, Loss Prevention, Shrinkage, Visual Merchandising, Merchandising, POS, Organization Skills, Operational Efficiency, Scheduling, Employee Training
Education
Palm Beach State College
Associate's Degree
Charles Schwab July 2015 - Present
Charles Schwab August 2012 - July 2015
Charles Schwab November 2011 - August 2012
Charles Schwab July 2011 - November 2011
GameStop February 2008 - June 2011
Skills
Technical Support, Product Support, Customer Service, Account Management, Account Reconciliation, Data Entry, Databases, Microsoft SQL Server, Virtual Desktop, Citrix, Browsers, Software Documentation, Software Installation, Financial Reporting, Financial Calculations, Cashiering, Retail, Retail Sales, Retail Category..., Retail Sales Analysis, Inventory Management, Inventory Control, Store Management, Store Operations, Loss Prevention, Shrinkage, Visual Merchandising, Merchandising, POS, Organization Skills, Operational Efficiency, Scheduling, Employee Training
Education
Palm Beach State College
Associate's Degree
Elizabeth Kalb Elizabeth Kalb's Charles Schwab Experience 1986 - 1991
Job Founder and Life Coach at SoulCraft
Industry Mental Health Care
Experience
SoulCraft 2000 - Present
Charles Schwab 1986 - 1991
Crocker Bank 1981 - 1986
Skills
Life Coaching, Counseling, Executive Coaching, Executive Management, Marketing Strategy, Product Marketing, Strategic Planning, Marketing, Product Development, Psychotherapy, Training, Coaching, Counseling Psychology, Psychology, Stress Management
Education
Pacifica Graduate Institute 1998 — 2000
Master of Arts (MA), Depth Psychology
University of California, Berkeley 1977 — 1980
Bachelor of Arts (B.A.), Psychology/Business
SoulCraft 2000 - Present
Charles Schwab 1986 - 1991
Crocker Bank 1981 - 1986
Skills
Life Coaching, Counseling, Executive Coaching, Executive Management, Marketing Strategy, Product Marketing, Strategic Planning, Marketing, Product Development, Psychotherapy, Training, Coaching, Counseling Psychology, Psychology, Stress Management
Education
Pacifica Graduate Institute 1998 — 2000
Master of Arts (MA), Depth Psychology
University of California, Berkeley 1977 — 1980
Bachelor of Arts (B.A.), Psychology/Business
Jane Kubera Jane Kubera's Charles Schwab Experience August 1998 - December 2002
Job VP, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Bank October 2003 - Present
Charles Schwab August 1998 - December 2002
PricewaterhouseCoopers April 1996 - August 1998
KPMG Peat Marwick July 1992 - April 1996
Westridge Capital Management April 1991 - August 1991
Security Pacific Bank September 1983 - September 1990
Skills
Wealth Management, Equities, Operational Efficiency, Banking, Analytics, Business Strategy, Client Experience, Product Management, Financial Services, Relationship Management, Credit, Strategy, Risk Management, Portfolio Management, Leadership, Investments, Management
Education
University of California, Los Angeles 1990 — 1992
MBA, Strategy and Finance
Penn State University
BS, Marketing
Wells Fargo Bank October 2003 - Present
Charles Schwab August 1998 - December 2002
PricewaterhouseCoopers April 1996 - August 1998
KPMG Peat Marwick July 1992 - April 1996
Westridge Capital Management April 1991 - August 1991
Security Pacific Bank September 1983 - September 1990
Skills
Wealth Management, Equities, Operational Efficiency, Banking, Analytics, Business Strategy, Client Experience, Product Management, Financial Services, Relationship Management, Credit, Strategy, Risk Management, Portfolio Management, Leadership, Investments, Management
Education
University of California, Los Angeles 1990 — 1992
MBA, Strategy and Finance
Penn State University
BS, Marketing
Tobias Mckibben Tobias Mckibben's Charles Schwab Experience November 1997 - June 2013
Job IT Service Desk Specialist at Fisher Investments
Industry Computer & Network Security
Experience
Fisher Investments October 2014 - Present
ACS Professional Staffing September 2013 - August 2014
Charles Schwab November 1997 - June 2013
Skills
Software Documentation, Technical Support, Troubleshooting, Active Directory, Windows 7, Customer Service, Hardware, Operating Systems, Windows, Leadership, Public Speaking, Computer Security, Networking, Help Desk Support, Laptops, Testing, System Deployment, Group Policy, Servers, Microsoft Office, Windows Vista, Windows XP Pro, windows 8, Motivation, Economics, business report writing, Statistics, Computer Hardware, Computer Repair, Computer Proficiency, Computer Maintenance, Ethics, Accounting, Management, System Administration, XP, Call Centers, Printers, Training, Access, Software Installation, Customer Support, Workstations, Citrix, Antivirus, Desktop Computers, Information Technology, Software, Service Desk, Microsoft Technologies
Education
Paradise Valley Community College 2008 — 2011
General business, Emphasis on Business Administration and Management, General
Fisher Investments October 2014 - Present
ACS Professional Staffing September 2013 - August 2014
Charles Schwab November 1997 - June 2013
Skills
Software Documentation, Technical Support, Troubleshooting, Active Directory, Windows 7, Customer Service, Hardware, Operating Systems, Windows, Leadership, Public Speaking, Computer Security, Networking, Help Desk Support, Laptops, Testing, System Deployment, Group Policy, Servers, Microsoft Office, Windows Vista, Windows XP Pro, windows 8, Motivation, Economics, business report writing, Statistics, Computer Hardware, Computer Repair, Computer Proficiency, Computer Maintenance, Ethics, Accounting, Management, System Administration, XP, Call Centers, Printers, Training, Access, Software Installation, Customer Support, Workstations, Citrix, Antivirus, Desktop Computers, Information Technology, Software, Service Desk, Microsoft Technologies
Education
Paradise Valley Community College 2008 — 2011
General business, Emphasis on Business Administration and Management, General
Jerry Nocco's Charles Schwab Experience March 1998 - September 2001
Job Executive Director at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Michael Kohtz Michael Kohtz's Charles Schwab Experience March 2014 - Present
Job Desktop Support Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
ShiftPoint 2013 - 2014
Citizens Gas October 2012 - May 2013
OneAmerica December 2011 - March 2012
Hewlett-Packard Enterprise Services November 2010 - November 2011
Sallie Mae June 2010 - January 2011
Independent 2009 - 2010
Ice Miller February 2008 - December 2008
Skills
Active Directory, Windows 8, XP, Group Policy, SCCM, Windows 7 Migration, Computer Hardware, Software Installation, Blackberry, Operating Systems, Lotus Notes, SharePoint, Printers, Process Improvement, VMware, Microsoft Office, HP, Troubleshooting, Windows Server, Visio, Hardware, Servers, Outlook, Windows 7, ITIL, Access, VPN, Testing, DNS, Android, Customer Service, IIS, SQL, Linux, Security, HTML, TCP/IP, Mobile Devices, Iphone, Desktop Support, Documentation, SQL Server, Visual Basic, Windows Server 2003, Remedy, Windows Server 2008, Deployment, System Deployment, Technical Support, Login Scripts
Education
Palomar College 1979 — 1980
Old Saybrook High School 1972 — 1974
Charles Schwab March 2014 - Present
ShiftPoint 2013 - 2014
Citizens Gas October 2012 - May 2013
OneAmerica December 2011 - March 2012
Hewlett-Packard Enterprise Services November 2010 - November 2011
Sallie Mae June 2010 - January 2011
Independent 2009 - 2010
Ice Miller February 2008 - December 2008
Skills
Active Directory, Windows 8, XP, Group Policy, SCCM, Windows 7 Migration, Computer Hardware, Software Installation, Blackberry, Operating Systems, Lotus Notes, SharePoint, Printers, Process Improvement, VMware, Microsoft Office, HP, Troubleshooting, Windows Server, Visio, Hardware, Servers, Outlook, Windows 7, ITIL, Access, VPN, Testing, DNS, Android, Customer Service, IIS, SQL, Linux, Security, HTML, TCP/IP, Mobile Devices, Iphone, Desktop Support, Documentation, SQL Server, Visual Basic, Windows Server 2003, Remedy, Windows Server 2008, Deployment, System Deployment, Technical Support, Login Scripts
Education
Palomar College 1979 — 1980
Old Saybrook High School 1972 — 1974
Venkat Ramana Adama M.B.A Venkat Ramana Adama M.B.A's Charles Schwab Experience February 2005 - May 2007
Job Business Analyst /Quality Assurance Lead at ARMADA Supply Chain Solutions
Industry Computer Software
Experience
ARMADA Supply Chain Solutions September 2013 - Present
Lender Processing Services, Inc. (LPS) January 2013 - September 2013
Highmark January 2011 - January 2013
Sevice Link June 2010 - December 2010
Citibank January 2008 - May 2010
Best Buy June 2007 - December 2007
Charles Schwab February 2005 - May 2007
eOne Infotech 2004 - 2005
eOne Infotech August 2003 - May 2004
Citizens Bank February 2002 - April 2003
Skills
PostgreSQL, Team Management, Quality Management, SDLC, Requirements Analysis, Agile Methodologies, Visio, Software Quality..., User Acceptance Testing, Testing, Quality Assurance, Business Analysis, Test Planning, SQL, Quality Center, Project Planning, Integration Testing, Software Project..., Business Process, Data Warehousing, PL/SQL, Test Cases, Oracle, Test Strategy, Functional Testing, XML, Test Management, Functional..., Waterfall, SharePoint, Microsoft SQL Server, Product Management, Regression Testing, Software Development, Resource Management, Visual Basic, Vendor Management, Black Box Testing, Analysis, MS Project, Systems Analysis, Databases, PMP, Test Execution, Process Improvement, Java, Scrum, Requirements Gathering, QTP, Manual Testing
Education
Osmania University 1995 — 1997
M.B.A, Computers, Marketing Mgt, Business Mgt
Osmania University 1995 — 1997
Masters of Business Administration, Marketing, Computer science, Project Arcyecture
ARMADA Supply Chain Solutions September 2013 - Present
Lender Processing Services, Inc. (LPS) January 2013 - September 2013
Highmark January 2011 - January 2013
Sevice Link June 2010 - December 2010
Citibank January 2008 - May 2010
Best Buy June 2007 - December 2007
Charles Schwab February 2005 - May 2007
eOne Infotech 2004 - 2005
eOne Infotech August 2003 - May 2004
Citizens Bank February 2002 - April 2003
Skills
PostgreSQL, Team Management, Quality Management, SDLC, Requirements Analysis, Agile Methodologies, Visio, Software Quality..., User Acceptance Testing, Testing, Quality Assurance, Business Analysis, Test Planning, SQL, Quality Center, Project Planning, Integration Testing, Software Project..., Business Process, Data Warehousing, PL/SQL, Test Cases, Oracle, Test Strategy, Functional Testing, XML, Test Management, Functional..., Waterfall, SharePoint, Microsoft SQL Server, Product Management, Regression Testing, Software Development, Resource Management, Visual Basic, Vendor Management, Black Box Testing, Analysis, MS Project, Systems Analysis, Databases, PMP, Test Execution, Process Improvement, Java, Scrum, Requirements Gathering, QTP, Manual Testing
Education
Osmania University 1995 — 1997
M.B.A, Computers, Marketing Mgt, Business Mgt
Osmania University 1995 — 1997
Masters of Business Administration, Marketing, Computer science, Project Arcyecture
Kelly Cruz Kelly Cruz's Charles Schwab Experience September 2012 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab September 2012 - May 2014
Penn State University September 2007 - May 2009
Penn State University October 2006 - May 2009
Mount Sinai Health System May 2007 - August 2007
Skills
Corporate Finance, Data Analysis, Account Reconciliation, Marketing Communications, Client Central, Legacy Systems, Pasco DataStudio, MS Office, Advertising, Sales, Customer Acquisition, Social Recruiting, Adobe Photoshop, Mac OS, Leadership, Critical Thinking, Literary Writing, Photography, Creative Solutions, Visual Arts, Performing Arts, Event Planning, Customer Engagement, Customer Satisfaction, Employee advocacy, Employee Training, Mentoring, Quality Assurance, Service Enhancement, Product Development, Conflict Resolution
Education
Penn State University
Bachelor of Science (BS), Biology, General
Rutgers, The State University of New Jersey-Newark
Charles Schwab September 2012 - May 2014
Penn State University September 2007 - May 2009
Penn State University October 2006 - May 2009
Mount Sinai Health System May 2007 - August 2007
Skills
Corporate Finance, Data Analysis, Account Reconciliation, Marketing Communications, Client Central, Legacy Systems, Pasco DataStudio, MS Office, Advertising, Sales, Customer Acquisition, Social Recruiting, Adobe Photoshop, Mac OS, Leadership, Critical Thinking, Literary Writing, Photography, Creative Solutions, Visual Arts, Performing Arts, Event Planning, Customer Engagement, Customer Satisfaction, Employee advocacy, Employee Training, Mentoring, Quality Assurance, Service Enhancement, Product Development, Conflict Resolution
Education
Penn State University
Bachelor of Science (BS), Biology, General
Rutgers, The State University of New Jersey-Newark
Frank Sudal, MBA, CFP® Frank Sudal, MBA, CFP®'s Charles Schwab Experience November 1998 - March 2005
Job Vice President, Senior Investment Officer at FCBank (Cell 6147799820)
Industry Investment Management
Experience
FCBank (Cell 614-779-9820) July 2015 - Present
US Bank January 2007 - July 2015
TD Ameritrade March 2005 - November 2006
Charles Schwab November 1998 - March 2005
Charles Schwab March 1995 - November 1998
United States Marine Corps 1986 - 1990
Education
Penn State University
MBA, New Ventures & Entrepreneurial Studies
FCBank (Cell 614-779-9820) July 2015 - Present
US Bank January 2007 - July 2015
TD Ameritrade March 2005 - November 2006
Charles Schwab November 1998 - March 2005
Charles Schwab March 1995 - November 1998
United States Marine Corps 1986 - 1990
Education
Penn State University
MBA, New Ventures & Entrepreneurial Studies
Gregory James CFP Gregory James CFP's Charles Schwab Experience 1995 - 2000
Job Partner at Parsec Financial Wealth Management
Industry Investment Management
Experience
Parsec Financial Wealth Management January 2001 - Present
Charles Schwab 1995 - 2000
Interstate / Johnson Lane 1987 - 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Leadership, Investment Management, Management
Education
Penn State University 1979 — 1983
BS, Accounting
College of Financial Planning
CFP
Parsec Financial Wealth Management January 2001 - Present
Charles Schwab 1995 - 2000
Interstate / Johnson Lane 1987 - 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Leadership, Investment Management, Management
Education
Penn State University 1979 — 1983
BS, Accounting
College of Financial Planning
CFP
Billy Whala, CSM, CSP, SPC Billy Whala, CSM, CSP, SPC's Charles Schwab Experience January 2011 - June 2012
Job Agile Coach at Sherwin Williams
Industry Insurance
Experience
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
Sherwin Williams July 2015 - Present
HIMEX/Evogi February 2014 - Present
Chrysalis Education Services January 2012 - Present
SkyTouch Technology March 2013 - February 2014
American Express June 2012 - March 2013
Charles Schwab January 2011 - June 2012
Fidelity Investments January 2009 - January 2011
UBS Investment Bank June 2007 - January 2009
E*TRADE Financial February 2005 - May 2007
Deloitte Consulting April 2003 - January 2005
Skills
Agile, SDLC, Business Requirements, Waterfall, Requirements Gathering, Gap Analysis, Business Analysis, User Acceptance Testing, Functional..., Visio, RUP, Requirements Analysis, MS Project, Software Project..., RAD, Business Process, Systems Analysis, Data Warehousing, Agile Project Management, Stakeholder Management, Business Objects, Software Implementation, Rational Rose, Certified Scrum Master..., ClearQuest, Market Data, Risk Mitigation, Project Planning, Back Office, Risk Management, Data Modeling, Metrics, Quality Assurance, Trading Systems, Data Migration, Quality Center, Business Process..., Application Design, Release Management, Business Process Design, Vendor Management, Process Improvement, Financial Systems, Order Management, Program Management, Portfolio Management, Project Portfolio..., Agile Methodologies, PMP, PMO
Education
Oklahoma City University 2000 — 2002
MBA, Finance
The Maharaja Sayajirao University of Baroda
Tom Loveday Tom Loveday's Charles Schwab Experience May 2011 - Present
Job Compliance Director at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
TeleTech February 2011 - May 2011
United Western Bank November 2008 - February 2011
Aurora Loan Services a Lehman Brothers Company February 2003 - November 2008
Westerra Credit Union May 1996 - February 2003
Vectra Bank Colorado March 1993 - May 1996
ITT Financial Services June 1990 - March 1993
Education
Pennsylvania State University- University Park campus 1985 — 1989
Charles Schwab May 2011 - Present
TeleTech February 2011 - May 2011
United Western Bank November 2008 - February 2011
Aurora Loan Services a Lehman Brothers Company February 2003 - November 2008
Westerra Credit Union May 1996 - February 2003
Vectra Bank Colorado March 1993 - May 1996
ITT Financial Services June 1990 - March 1993
Education
Pennsylvania State University- University Park campus 1985 — 1989
Walker P. Sandlin, III's Charles Schwab Experience October 1998 - October 2005
Job Principal and Portfolio Manager at Stonebridge Capital Management NW, LLC
Industry Financial Services
Experience
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Betty Herman Betty Herman's Charles Schwab Experience November 2003 - July 2005
Job Shaklee Specialist|Nutrition Coach|Health Coach|Weight Management
Industry Health, Wellness and Fitness
Experience
Shaklee Independent Distributor 2007 - Present
Charles Schwab November 2003 - July 2005
IBM 1969 - 2002
Skills
Coaching, Leadership Development, Team Building, Leadership, Change Management, Customer Service, Shaklee, Supplemental Income, Skilled Relationship..., Human Resources, Talent Management, Executive Coaching, Organizational..., New Business Development, Social Media, Training, Fitness, Employee Relations, Nutritional Counseling, Weight, Weight Management, Supplements, Small Business, Business Development, Time Management, Personal Development, Entrepreneurship, Employee Benefits
Education
Pace University
BS, General Business/Marketing
Shaklee Independent Distributor 2007 - Present
Charles Schwab November 2003 - July 2005
IBM 1969 - 2002
Skills
Coaching, Leadership Development, Team Building, Leadership, Change Management, Customer Service, Shaklee, Supplemental Income, Skilled Relationship..., Human Resources, Talent Management, Executive Coaching, Organizational..., New Business Development, Social Media, Training, Fitness, Employee Relations, Nutritional Counseling, Weight, Weight Management, Supplements, Small Business, Business Development, Time Management, Personal Development, Entrepreneurship, Employee Benefits
Education
Pace University
BS, General Business/Marketing
Brian Baker's Charles Schwab Experience 2001 - 2014
Job Vice President Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Boys & Girls Clubs of Central Florida 2011 - Present
Charles Schwab 2001 - 2014
TD Waterhouse 1998 - 2001
US Army National Guard 1992 - 2000
Charles Schwab 1995 - 1998
Network 1 Financial Securities 1993 - 1995
Education
Palm Beach Atlantic University
B.S. Organization Management
Rollins College - Crummer Graduate School of Business
Master of Business Administration
Rollins College - Crummer Graduate School of Business
Six Sigma Green Belt
Fidelity Investments September 2014 - Present
Boys & Girls Clubs of Central Florida 2011 - Present
Charles Schwab 2001 - 2014
TD Waterhouse 1998 - 2001
US Army National Guard 1992 - 2000
Charles Schwab 1995 - 1998
Network 1 Financial Securities 1993 - 1995
Education
Palm Beach Atlantic University
B.S. Organization Management
Rollins College - Crummer Graduate School of Business
Master of Business Administration
Rollins College - Crummer Graduate School of Business
Six Sigma Green Belt
Shari Napoleon Shari Napoleon's Charles Schwab Experience September 2011 - May 2012
Job Business Analyst at American Express
Industry Information Technology and Services
Experience
American Express April 2014 - Present
Spectraforce Technologies 2014 - 2015
AutoMon June 2012 - January 2014
Charles Schwab September 2011 - May 2012
Wells Fargo Bank February 2010 - May 2011
Early Warning Services August 2003 - July 2009
Wells Fargo Bank December 1983 - January 2003
Skills
Financial Risk, Analysis, Integration, Credit, CRM, Risk Management, Process Improvement, Requirements Analysis, Business Analysis, Contract Negotiation, Customer Service, Governance, Portfolio Management, Program Management, Information Security..., PMO, User Acceptance Testing, Visio, Project Management, Requirements Gathering, Business Intelligence, SDLC, Payments, Financial Analysis, Training, Software Documentation, Financial Services, PCI DSS, Auditing, Agile Methodologies, Information Security, Oracle, Scrum, Applicant Tracking..., Payment Card Processing, Data Warehousing, Crystal Reports, Budgets, Strategic Planning, Fraud, Team Building, Management, Talent Acquisition, Vendor Management, Enterprise Architecture, Business Requirements, Software Project..., Marketing Strategy, Relationship Management, Microsoft Office
Education
Paradise Valley Community College
General Studies
American Express April 2014 - Present
Spectraforce Technologies 2014 - 2015
AutoMon June 2012 - January 2014
Charles Schwab September 2011 - May 2012
Wells Fargo Bank February 2010 - May 2011
Early Warning Services August 2003 - July 2009
Wells Fargo Bank December 1983 - January 2003
Skills
Financial Risk, Analysis, Integration, Credit, CRM, Risk Management, Process Improvement, Requirements Analysis, Business Analysis, Contract Negotiation, Customer Service, Governance, Portfolio Management, Program Management, Information Security..., PMO, User Acceptance Testing, Visio, Project Management, Requirements Gathering, Business Intelligence, SDLC, Payments, Financial Analysis, Training, Software Documentation, Financial Services, PCI DSS, Auditing, Agile Methodologies, Information Security, Oracle, Scrum, Applicant Tracking..., Payment Card Processing, Data Warehousing, Crystal Reports, Budgets, Strategic Planning, Fraud, Team Building, Management, Talent Acquisition, Vendor Management, Enterprise Architecture, Business Requirements, Software Project..., Marketing Strategy, Relationship Management, Microsoft Office
Education
Paradise Valley Community College
General Studies
Jewel Seperson Jewel Seperson's Charles Schwab Experience June 2011 - October 2014
Job Director, Global Insights at Visa
Industry Market Research
Experience
Visa October 2014 - Present
Charles Schwab June 2011 - October 2014
Ipsos ASI December 2007 - June 2011
Added Value 2006 - 2007
Time Warner Cable 2005 - 2006
University of Massachusetts, Department of Communication August 2003 - July 2005
Ogilvy & Mather/MindShare 2002 - 2003
Skills
Segmentation, Quantitative Research, Customer Insight, Advertising Research, Consumer Behaviour, Competitive Intelligence, Brand Equity, Qualitative Research, Online Research, Focus Groups, Survey Design, Primary Research, Questionnaire Design, Data Analysis, Market Analysis, Copy Testing, Competitive Analysis, Market Research, Consumer Insight
Education
University of Massachusetts, Amherst
MA, Communication
The University of Georgia
Certificate, Principles of Marketing Research
Peking University
Bachelor's degree, Economics
Visa October 2014 - Present
Charles Schwab June 2011 - October 2014
Ipsos ASI December 2007 - June 2011
Added Value 2006 - 2007
Time Warner Cable 2005 - 2006
University of Massachusetts, Department of Communication August 2003 - July 2005
Ogilvy & Mather/MindShare 2002 - 2003
Skills
Segmentation, Quantitative Research, Customer Insight, Advertising Research, Consumer Behaviour, Competitive Intelligence, Brand Equity, Qualitative Research, Online Research, Focus Groups, Survey Design, Primary Research, Questionnaire Design, Data Analysis, Market Analysis, Copy Testing, Competitive Analysis, Market Research, Consumer Insight
Education
University of Massachusetts, Amherst
MA, Communication
The University of Georgia
Certificate, Principles of Marketing Research
Peking University
Bachelor's degree, Economics
Marty Lingg Marty Lingg's Charles Schwab Experience November 1996 - September 2002
Job IT Manager at Pacific Northern Gas Ltd.
Industry Utilities
Experience
Pacific Northern Gas Ltd. November 2004 - Present
Collingwood School August 2003 - November 2004
Charles Schwab November 1996 - September 2002
Bank of America January 1994 - April 1996
Skills
SharePoint, Microsoft Technologies, Microsoft Dynamics, PMP, Security, SharePoint Designer, Microsoft SQL Server, Disaster Recovery, Microsoft Exchange, Technical Support, VPN, Troubleshooting, Software Documentation, Servers, Operating Systems, Active Directory, Software Development, Project Management, Enterprise Software, Network Administration, Great Plains Software
Education
Olivet College
Liberal Arts Major, Biology
Pacific Northern Gas Ltd. November 2004 - Present
Collingwood School August 2003 - November 2004
Charles Schwab November 1996 - September 2002
Bank of America January 1994 - April 1996
Skills
SharePoint, Microsoft Technologies, Microsoft Dynamics, PMP, Security, SharePoint Designer, Microsoft SQL Server, Disaster Recovery, Microsoft Exchange, Technical Support, VPN, Troubleshooting, Software Documentation, Servers, Operating Systems, Active Directory, Software Development, Project Management, Enterprise Software, Network Administration, Great Plains Software
Education
Olivet College
Liberal Arts Major, Biology
Derek Sarsfield, MBA, SPHR Derek Sarsfield, MBA, SPHR's Charles Schwab Experience November 2014 - Present
Job Sr. Manager, Human Resources at Charles Schwab
Industry Human Resources
Experience
Charles Schwab November 2014 - Present
Parker Hannifin July 2006 - November 2014
Citigroup May 2004 - July 2006
World Kitchen February 2002 - March 2004
Eckerd 1998 - 2002
Wyeth 1991 - 1998
Skills
Employee Relations, Performance Management, Organizational..., Organizational..., Training & Development, Leadership Development, Change Management, High Performance Teams, Human Capital, Business Planning, Process Improvement, Compensation, Talent Acquisition, Talent Development, Talent Assessment, Executive Coaching, Deferred Compensation, Talent Management, Employee Training, Human Resources, Leadership, Personnel Management, Workforce Planning, Organizational Design, Management Development, HR Consulting, Recruiting, Employee Benefits, Strategic HR, HR Policies, Employment Law, Conflict Resolution, Training, Succession Planning, Policy, Onboarding, Mergers & Acquisitions
Education
Penn State University
MBA, Management
University of Delaware
B.S., Engineering
Charles Schwab November 2014 - Present
Parker Hannifin July 2006 - November 2014
Citigroup May 2004 - July 2006
World Kitchen February 2002 - March 2004
Eckerd 1998 - 2002
Wyeth 1991 - 1998
Skills
Employee Relations, Performance Management, Organizational..., Organizational..., Training & Development, Leadership Development, Change Management, High Performance Teams, Human Capital, Business Planning, Process Improvement, Compensation, Talent Acquisition, Talent Development, Talent Assessment, Executive Coaching, Deferred Compensation, Talent Management, Employee Training, Human Resources, Leadership, Personnel Management, Workforce Planning, Organizational Design, Management Development, HR Consulting, Recruiting, Employee Benefits, Strategic HR, HR Policies, Employment Law, Conflict Resolution, Training, Succession Planning, Policy, Onboarding, Mergers & Acquisitions
Education
Penn State University
MBA, Management
University of Delaware
B.S., Engineering
Jonathan Barth Jonathan Barth's Charles Schwab Experience October 1999 - August 2010
Job Principal MTS
Industry Information Technology and Services
Experience
PayPal March 2013 - Present
Charles Schwab & Co., Inc. January 2011 - March 2013
Yahoo! 2010 - 2011
Charles Schwab October 1999 - August 2010
Ameritech Cellular March 1998 - May 1999
Skills
High Availability, Red Hat Linux, Data Center, Unix Administration, Distributed Systems, Disaster Recovery, Server Architecture, Perl, IT Strategy, Virtualization, Unix, Enterprise Architecture, Performance Tuning, System Administration, Architecture, Business Continuity, TCP/IP, Apache, Firewalls, Software Project..., System Deployment, SaaS, DNS, Unix Shell Scripting, Operating Systems, Cisco Technologies, Storage Area Networks, Shell Scripting, Solution Architecture, ITIL, Cloud Computing, SAN, IT Operations, Storage, Cluster, Solaris, Servers, VMware, VMware ESX, AIX, Security, System Architecture, Infrastructure, Network Security, IIS, Linux, Integration, Enterprise Software, IT Management, SOA
Education
Ottawa University 2004 — 2006
Masters, Business
University of Phoenix 2002 — 2004
Bachelor's, Information Technology
PayPal March 2013 - Present
Charles Schwab & Co., Inc. January 2011 - March 2013
Yahoo! 2010 - 2011
Charles Schwab October 1999 - August 2010
Ameritech Cellular March 1998 - May 1999
Skills
High Availability, Red Hat Linux, Data Center, Unix Administration, Distributed Systems, Disaster Recovery, Server Architecture, Perl, IT Strategy, Virtualization, Unix, Enterprise Architecture, Performance Tuning, System Administration, Architecture, Business Continuity, TCP/IP, Apache, Firewalls, Software Project..., System Deployment, SaaS, DNS, Unix Shell Scripting, Operating Systems, Cisco Technologies, Storage Area Networks, Shell Scripting, Solution Architecture, ITIL, Cloud Computing, SAN, IT Operations, Storage, Cluster, Solaris, Servers, VMware, VMware ESX, AIX, Security, System Architecture, Infrastructure, Network Security, IIS, Linux, Integration, Enterprise Software, IT Management, SOA
Education
Ottawa University 2004 — 2006
Masters, Business
University of Phoenix 2002 — 2004
Bachelor's, Information Technology
Kurt Huntley Kurt Huntley's Charles Schwab Experience August 2014 - October 2014
Job
Industry Internet
Experience
Realty 4 Corners, Intl June 2010 - Present
Greentree Mortgage Company, LP January 2015 - May 2015
Charles Schwab August 2014 - October 2014
JPMorgan Chase January 2013 - May 2014
Dell/Honeywell June 2013 - September 2013
Bank of America January 2012 - September 2012
Calence/ Insight Network Services January 2008 - August 2008
Eschelon Telecom January 2007 - August 2007
Telecom Resources International 2002 - June 2005
Fujitsu 1997 - 2001
Skills
VoIP, IVR, Networking, Cisco Technologies, Project Management, Cross-functional Team..., Broadband, Call Centers, ACD, SEO, Fiber Optics, REO, Proposal Writing, IP PBX, Sales Engineering, HTML Coding, SMARTY Coding, Website Optimization, Web Design, Web Development, Technical Writing, MS Project, MS Office Suite, Visio, Google Analytics, Sales, Google Docs, SharePoint, Title Searches, Deeds, Sonet, DWDM, Facebook, Government, Logo Design, RFP, RFP Generation, Systems Engineering, Telecommunications..., TEMS Investigation, Adobe Acrobat, Outlook, IT Outsourcing, Consultants, Telecommunications, Integration, Telephony, Cloud Computing, Management, Leadership
Education
George Washington University 1984 — 1986
MS, Systems Analysis and Management
Pennsylvania State University 1977 — 1981
BS, Industrial and Systems Management Engineering
State College High 1973 — 1977
Realty 4 Corners, Intl June 2010 - Present
Greentree Mortgage Company, LP January 2015 - May 2015
Charles Schwab August 2014 - October 2014
JPMorgan Chase January 2013 - May 2014
Dell/Honeywell June 2013 - September 2013
Bank of America January 2012 - September 2012
Calence/ Insight Network Services January 2008 - August 2008
Eschelon Telecom January 2007 - August 2007
Telecom Resources International 2002 - June 2005
Fujitsu 1997 - 2001
Skills
VoIP, IVR, Networking, Cisco Technologies, Project Management, Cross-functional Team..., Broadband, Call Centers, ACD, SEO, Fiber Optics, REO, Proposal Writing, IP PBX, Sales Engineering, HTML Coding, SMARTY Coding, Website Optimization, Web Design, Web Development, Technical Writing, MS Project, MS Office Suite, Visio, Google Analytics, Sales, Google Docs, SharePoint, Title Searches, Deeds, Sonet, DWDM, Facebook, Government, Logo Design, RFP, RFP Generation, Systems Engineering, Telecommunications..., TEMS Investigation, Adobe Acrobat, Outlook, IT Outsourcing, Consultants, Telecommunications, Integration, Telephony, Cloud Computing, Management, Leadership
Education
George Washington University 1984 — 1986
MS, Systems Analysis and Management
Pennsylvania State University 1977 — 1981
BS, Industrial and Systems Management Engineering
State College High 1973 — 1977
Pavan Gurram's Charles Schwab Experience February 2013 - July 2014
Job Sr Hadoop consultant at American Express
Industry Information Technology and Services
Experience
American Express April 2015 - Present
Barclays August 2014 - April 2015
Charles Schwab February 2013 - July 2014
BMC Software April 2011 - January 2013
Marriott International August 2010 - April 2011
FedEx November 2009 - August 2010
BMC Software 2008 - 2009
Applabs 2005 - 2007
Wings Infonet Limited 2003 - 2005
Skills
Java, Swing, Core Java, Java Enterprise Edition, Hadoop, Big Data, Map Reduce, Apache Pig, Hive, HBase, SQL, Tomcat, Struts, Ant, Hibernate, XML, Unix Shell Scripting, JUnit, Amazon Web Services..., Splunk, Weblogic, EJB, MapReduce, Agile Methodologies, Unix, JSP, Shell Scripting
Education
Osmania University 2000 — 2003
MCA, Computers
American Express April 2015 - Present
Barclays August 2014 - April 2015
Charles Schwab February 2013 - July 2014
BMC Software April 2011 - January 2013
Marriott International August 2010 - April 2011
FedEx November 2009 - August 2010
BMC Software 2008 - 2009
Applabs 2005 - 2007
Wings Infonet Limited 2003 - 2005
Skills
Java, Swing, Core Java, Java Enterprise Edition, Hadoop, Big Data, Map Reduce, Apache Pig, Hive, HBase, SQL, Tomcat, Struts, Ant, Hibernate, XML, Unix Shell Scripting, JUnit, Amazon Web Services..., Splunk, Weblogic, EJB, MapReduce, Agile Methodologies, Unix, JSP, Shell Scripting
Education
Osmania University 2000 — 2003
MCA, Computers
Bruce Friedman Bruce Friedman's Charles Schwab Experience 1987 - 1992
Job Senior Technical Account Manager at VMware
Industry Legal Services
Experience
VMware January 2014 - Present
One Legal, LLC October 2009 - February 2014
EMC May 2008 - September 2009
SiteScan, Inc May 2007 - May 2008
Morrison & Foerster LLP January 1996 - April 2007
Charles Schwab 1987 - 1992
Skills
Document Management, Disaster Recovery, Litigation Support, Data Center, Cloud Computing, Professional Services, SaaS, Virtualization, Outsourcing, Software Development, Project Management, ITIL, Storage Area Networks, IT Management, Program Management, Integration, Product Management, SAN, Infrastructure, Management, Pre-sales, CRM, Information Technology, Process Improvement, Storage, Servers, Network Security, Leadership, VoIP, Contract Negotiation, Enterprise Software, Project Planning, Security, Vendor Management, IT Strategy, Mergers & Acquisitions
Education
Penn State University 1972 — 1975
BS, Accounting
VMware January 2014 - Present
One Legal, LLC October 2009 - February 2014
EMC May 2008 - September 2009
SiteScan, Inc May 2007 - May 2008
Morrison & Foerster LLP January 1996 - April 2007
Charles Schwab 1987 - 1992
Skills
Document Management, Disaster Recovery, Litigation Support, Data Center, Cloud Computing, Professional Services, SaaS, Virtualization, Outsourcing, Software Development, Project Management, ITIL, Storage Area Networks, IT Management, Program Management, Integration, Product Management, SAN, Infrastructure, Management, Pre-sales, CRM, Information Technology, Process Improvement, Storage, Servers, Network Security, Leadership, VoIP, Contract Negotiation, Enterprise Software, Project Planning, Security, Vendor Management, IT Strategy, Mergers & Acquisitions
Education
Penn State University 1972 — 1975
BS, Accounting
Andrew Niedermeier Andrew Niedermeier's Charles Schwab Experience August 2008 - Present
Job Managing Director Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - Present
Skills
Investments, Equities, Mutual Funds, Asset Management, Fixed Income, Securities, Financial Services, Asset Allocation, Strategic Financial..., Financial Modeling, Investment Advisory, Financial Analysis
Education
Otterbein College
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab August 2008 - Present
Skills
Investments, Equities, Mutual Funds, Asset Management, Fixed Income, Securities, Financial Services, Asset Allocation, Strategic Financial..., Financial Modeling, Investment Advisory, Financial Analysis
Education
Otterbein College
Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor of Science (BS), Business Administration and Management, General
Clare Cui's Charles Schwab Experience March 2015 - Present
Job Independent Wellness Provider at Charles Schwab
Industry Health, Wellness and Fitness
Experience
Charles Schwab March 2015 - Present
Sculpt Fitness 2012 - Present
Denver Public Schools 2010 - Present
Sculpt Fitness 2006 - Present
Sculpt Fitness September 2005 - Present
Sculpt Fitness 2005 - Present
Cape Henry Collegiate School 2008 - 2010
Skills
Fitness, Strength Training, Wellness, Yoga, Coaching, Corporations, Personal Training, Sports, Public Speaking, Teaching, Nutrition, Nutritional Counseling, Event Planning, Program Development, Community Outreach, Fundraising, Leadership Development, Event Management, Nonprofits
Education
Old Dominion University 2000 — 2005
Bachelor's degree, Parks, Recreation and Leisure Studies
Charles Schwab March 2015 - Present
Sculpt Fitness 2012 - Present
Denver Public Schools 2010 - Present
Sculpt Fitness 2006 - Present
Sculpt Fitness September 2005 - Present
Sculpt Fitness 2005 - Present
Cape Henry Collegiate School 2008 - 2010
Skills
Fitness, Strength Training, Wellness, Yoga, Coaching, Corporations, Personal Training, Sports, Public Speaking, Teaching, Nutrition, Nutritional Counseling, Event Planning, Program Development, Community Outreach, Fundraising, Leadership Development, Event Management, Nonprofits
Education
Old Dominion University 2000 — 2005
Bachelor's degree, Parks, Recreation and Leisure Studies
Mukthar Abdul Mukthar Abdul's Charles Schwab Experience February 2007 - January 2008
Job Sr. Datawarehouse Lead at Kaiser Permanente
Industry Computer Software
Experience
Kaiser Permanente September 2014 - Present
Wells Fargo June 2013 - August 2014
EBay - Bill Me Later December 2012 - May 2013
Kaiser Permanente November 2010 - November 2012
Wells Fargo Financial February 2008 - October 2010
Charles Schwab February 2007 - January 2008
Bank of America August 2005 - January 2007
Skills
Data Warehousing, PL/SQL, Informatica, Oracle Applications, SQL Server, Unix Shell Scripting, SQL, Hyperion, Business Objects, Microsoft SQL Server, Hyperion Enterprise
Education
University of Dayton 2003 — 2005
MASTERS, Computer and Electrical Engineering, 3.9/4.0 GPA
Osmania University 1999 — 2003
Bachelors of Enginering, Electrical and Electronics Engineering, 3.7/4.0 GPA
Kaiser Permanente September 2014 - Present
Wells Fargo June 2013 - August 2014
EBay - Bill Me Later December 2012 - May 2013
Kaiser Permanente November 2010 - November 2012
Wells Fargo Financial February 2008 - October 2010
Charles Schwab February 2007 - January 2008
Bank of America August 2005 - January 2007
Skills
Data Warehousing, PL/SQL, Informatica, Oracle Applications, SQL Server, Unix Shell Scripting, SQL, Hyperion, Business Objects, Microsoft SQL Server, Hyperion Enterprise
Education
University of Dayton 2003 — 2005
MASTERS, Computer and Electrical Engineering, 3.9/4.0 GPA
Osmania University 1999 — 2003
Bachelors of Enginering, Electrical and Electronics Engineering, 3.7/4.0 GPA
Howard Zhou, PMP Howard Zhou, PMP's Charles Schwab Experience July 2003 - February 2004
Job Online Store Release Manager at Apple
Industry Information Technology and Services
Experience
Apple June 2013 - Present
TIBCO Software Inc. February 2013 - June 2013
Baytech Web Design April 2012 - December 2012
Hewlett-Packard July 2011 - April 2012
Avanade Inc June 2011 - June 2011
McKesson Corp October 2004 - February 2011
CPA2Biz March 2004 - October 2004
Charles Schwab July 2003 - February 2004
Microsoft March 2002 - June 2003
Asera, Inc January 2001 - March 2002
Skills
Software Development, Software Design, Enterprise Software, Soft Skills, Software Quality..., Testing, Test Management, Test Planning, System Testing, Manual Testing, Change Management, Program Management, MS Project, Project Planning, Project Coordination, Software Project..., Project Delivery, Team Building, Team Management, Team Leadership, Teamwork, Cross-functional Team..., Virtual Teams, Team Coordination, Internal Communications, Strategic Communications, Quality Assurance, Software Quality, Leadership, Integration, ITIL, Requirements Analysis
Education
State University of New York at Buffalo 1989 — 1990
M.S., Computer Science
Peking University 1985 — 1987
M.S., Computer Science
Apple June 2013 - Present
TIBCO Software Inc. February 2013 - June 2013
Baytech Web Design April 2012 - December 2012
Hewlett-Packard July 2011 - April 2012
Avanade Inc June 2011 - June 2011
McKesson Corp October 2004 - February 2011
CPA2Biz March 2004 - October 2004
Charles Schwab July 2003 - February 2004
Microsoft March 2002 - June 2003
Asera, Inc January 2001 - March 2002
Skills
Software Development, Software Design, Enterprise Software, Soft Skills, Software Quality..., Testing, Test Management, Test Planning, System Testing, Manual Testing, Change Management, Program Management, MS Project, Project Planning, Project Coordination, Software Project..., Project Delivery, Team Building, Team Management, Team Leadership, Teamwork, Cross-functional Team..., Virtual Teams, Team Coordination, Internal Communications, Strategic Communications, Quality Assurance, Software Quality, Leadership, Integration, ITIL, Requirements Analysis
Education
State University of New York at Buffalo 1989 — 1990
M.S., Computer Science
Peking University 1985 — 1987
M.S., Computer Science
John McCarey, PMP, SCPM John McCarey, PMP, SCPM's Charles Schwab Experience April 2008 - September 2008
Job IBM Client Delivery Manager (Upstate NY & New England)
Industry Information Technology and Services
Experience
IBM March 2009 - Present
Charles Schwab April 2008 - September 2008
Oracle Corporation 2005 - 2008
USAA 1999 - 2005
United States Navy 1989 - 1993
Skills
SDLC, PMO, Program Management, Enterprise Software, Master Data Management, Business Process..., Software Project..., Solution Architecture, Integration, Project Portfolio..., Project Teams, Business Analysis, Enterprise Architecture, Project Management, Portfolio Management, Information Technology, PMP, CMMI, PMI, IT Strategy, Scrum, Management, Big Data, Hadoop, WebSphere Application..., Customer Data..., PMBOK, Agile Methodologies, Agile & Waterfall..., SaaS
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager (SCPM) Stanford Advanced Project Management (SAPM) Program
University of Virginia 1984 — 1988
Bachelor of Arts, English (Minor: Buddhist Studies)
Old Dominion University 1995 — 1998
MFA and MA Candidate, Creative Writing (Poetry) and English Literature
United States Navy, Naval Nuclear Power School
Graduate, Nuclear Engineering Technology
IBM March 2009 - Present
Charles Schwab April 2008 - September 2008
Oracle Corporation 2005 - 2008
USAA 1999 - 2005
United States Navy 1989 - 1993
Skills
SDLC, PMO, Program Management, Enterprise Software, Master Data Management, Business Process..., Software Project..., Solution Architecture, Integration, Project Portfolio..., Project Teams, Business Analysis, Enterprise Architecture, Project Management, Portfolio Management, Information Technology, PMP, CMMI, PMI, IT Strategy, Scrum, Management, Big Data, Hadoop, WebSphere Application..., Customer Data..., PMBOK, Agile Methodologies, Agile & Waterfall..., SaaS
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager (SCPM) Stanford Advanced Project Management (SAPM) Program
University of Virginia 1984 — 1988
Bachelor of Arts, English (Minor: Buddhist Studies)
Old Dominion University 1995 — 1998
MFA and MA Candidate, Creative Writing (Poetry) and English Literature
United States Navy, Naval Nuclear Power School
Graduate, Nuclear Engineering Technology
Bianca Hallett Bianca Hallett's Charles Schwab Experience November 2010 - January 2012
Job CEO at The Pet Palace
Industry Financial Services
Experience
The Pet Palace January 2015 - Present
USAA November 2012 - Present
JPMorgan Chase January 2012 - November 2012
Charles Schwab November 2010 - January 2012
Vans June 2010 - November 2010
Wells Fargo January 2010 - August 2010
The Gap March 2007 - March 2010
Skills
Manage Client..., Client Relations Skills, Credit Analysis, Credit Cards, Financial Analysis, Financial Services, Project Planning, Customer Service, Customer Retention, Employee Engagement, Sales, Sales Management, Sales Operations, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Jumbo Mortgage, Incentive Programs, Employee Management, Business Development, Floor Plans, Interviews, Quality Assurance, Management, Escalations Management, Team Building, Team Leadership, Balance Sheet Review, Data Entry, Call Centers, Presentations
Education
Paradise Valley Community College 2009 — 2014
Business, Registered Nursing/Registered Nurse
Rio Salado College 2008 — 2009
Business Administration, Business/Commerce, General
The Pet Palace January 2015 - Present
USAA November 2012 - Present
JPMorgan Chase January 2012 - November 2012
Charles Schwab November 2010 - January 2012
Vans June 2010 - November 2010
Wells Fargo January 2010 - August 2010
The Gap March 2007 - March 2010
Skills
Manage Client..., Client Relations Skills, Credit Analysis, Credit Cards, Financial Analysis, Financial Services, Project Planning, Customer Service, Customer Retention, Employee Engagement, Sales, Sales Management, Sales Operations, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Jumbo Mortgage, Incentive Programs, Employee Management, Business Development, Floor Plans, Interviews, Quality Assurance, Management, Escalations Management, Team Building, Team Leadership, Balance Sheet Review, Data Entry, Call Centers, Presentations
Education
Paradise Valley Community College 2009 — 2014
Business, Registered Nursing/Registered Nurse
Rio Salado College 2008 — 2009
Business Administration, Business/Commerce, General
Michael Stout Michael Stout's Charles Schwab Experience October 2015 - Present
Job Principal Agile Coach & Mentor at Improving Enterprises
Industry Computer Software
Experience
Charles Schwab October 2015 - Present
Client: Match.com August 2015 - October 2015
Improving Enterprises October 2010 - October 2015
Client: Intuit April 2012 - August 2015
Client: American Airlines October 2010 - April 2012
Client: Bazaarvoice October 2011 - November 2011
Sabre Airline Solutions September 2006 - October 2010
Sabre Airline Solutions August 2004 - September 2006
Skills
Testing, Agile Methodologies, Scrum, Software Development, Requirements Analysis, TDD, Software Project..., Agile Project Management, BDD, Extreme Programming, Refactoring, Continuous Integration, JUnit, OOAD, Java, Enterprise Software, Test Driven Development, Enterprise Architecture, Certified Scrum Master..., Quality Assurance
Education
Oklahoma State University 1983 — 1987
BS, Management Science / Computer Systems
Charles Schwab October 2015 - Present
Client: Match.com August 2015 - October 2015
Improving Enterprises October 2010 - October 2015
Client: Intuit April 2012 - August 2015
Client: American Airlines October 2010 - April 2012
Client: Bazaarvoice October 2011 - November 2011
Sabre Airline Solutions September 2006 - October 2010
Sabre Airline Solutions August 2004 - September 2006
Skills
Testing, Agile Methodologies, Scrum, Software Development, Requirements Analysis, TDD, Software Project..., Agile Project Management, BDD, Extreme Programming, Refactoring, Continuous Integration, JUnit, OOAD, Java, Enterprise Software, Test Driven Development, Enterprise Architecture, Certified Scrum Master..., Quality Assurance
Education
Oklahoma State University 1983 — 1987
BS, Management Science / Computer Systems
Jana Morris's Charles Schwab Experience 1986 - 1991
Job Senior Account Executive at ELITeXPO
Industry Events Services
Experience
ELITeXPO April 2015 - Present
SHARE Serving the Hungry & Homeless January 2009 - Present
Transit Air Cargo, Inc. October 2004 - March 2015
Consolidated Freightways 1996 - 2002
ERA Real Estate, John L. Scott Real Estate 1993 - 1999
Business Equipment Bureau - 3M, Toshiba, Lanier 1991 - 1993
Charles Schwab 1986 - 1991
Nike 1983 - 1986
Skills
New Business Development, Sales, Marketing Strategy, Account Management, Customer Service, Strategic Planning, Marketing, Management, Sales Management, Social Media Marketing, Marketing Communications, Event Management, B2B, Leadership
Education
Oregon State University 1978 — 1980
ELITeXPO April 2015 - Present
SHARE Serving the Hungry & Homeless January 2009 - Present
Transit Air Cargo, Inc. October 2004 - March 2015
Consolidated Freightways 1996 - 2002
ERA Real Estate, John L. Scott Real Estate 1993 - 1999
Business Equipment Bureau - 3M, Toshiba, Lanier 1991 - 1993
Charles Schwab 1986 - 1991
Nike 1983 - 1986
Skills
New Business Development, Sales, Marketing Strategy, Account Management, Customer Service, Strategic Planning, Marketing, Management, Sales Management, Social Media Marketing, Marketing Communications, Event Management, B2B, Leadership
Education
Oregon State University 1978 — 1980
Hope Mahnken Hope Mahnken's Charles Schwab Experience February 2015 - September 2015
Job Administrative and Customer Service Specialist as well as Co Founder of Nickels of Hope LLC
Industry Executive Office
Experience
Nickels of Hope LLC September 2015 - Present
Charles Schwab February 2015 - September 2015
Artifex Social Media Marketing May 2014 - February 2015
Sunrise Distribution, Inc. October 2012 - February 2015
South Sound Physical & Hand Therapy December 2011 - October 2012
City of Puyallup November 2006 - January 2012
Old Navy May 2005 - September 2005
Skills
Microsoft Office, Customer Service, Event Planning, Social Networking, Social Media, Leadership, Advertising, Sales, PowerPoint, Microsoft Word, Strategic Planning, Microsoft Excel, Interviews, Public Speaking, Management, Community Outreach, Non-profits
Education
Pacific Lutheran University 2007 — 2011
Bachelor of Science (B.S.), Exercise Science
Nickels of Hope LLC September 2015 - Present
Charles Schwab February 2015 - September 2015
Artifex Social Media Marketing May 2014 - February 2015
Sunrise Distribution, Inc. October 2012 - February 2015
South Sound Physical & Hand Therapy December 2011 - October 2012
City of Puyallup November 2006 - January 2012
Old Navy May 2005 - September 2005
Skills
Microsoft Office, Customer Service, Event Planning, Social Networking, Social Media, Leadership, Advertising, Sales, PowerPoint, Microsoft Word, Strategic Planning, Microsoft Excel, Interviews, Public Speaking, Management, Community Outreach, Non-profits
Education
Pacific Lutheran University 2007 — 2011
Bachelor of Science (B.S.), Exercise Science
Max Crist Max Crist's Charles Schwab Experience January 2013 - March 2014
Job Server at San Shi Go Restaurant
Industry Health, Wellness and Fitness
Experience
San Shi Go Restaurant April 2014 - Present
DITA EYEWEAR October 2014 - June 2015
Charles Schwab January 2013 - March 2014
Massage Envy October 2012 - September 2013
Massage Envy February 2012 - October 2012
G's Boathouse March 2011 - August 2012
Mizuki Restaurant February 2011 - December 2011
Skills
Microsoft Word, Customer Service, Sales, Customer Retention, Interpersonal..., Microsoft Office, Time Management, Social Media, Computers, Oral & Written..., Team Leadership, Multi-line Phone, Social Networking, Salesforce.com, Evernote, Investments, Tumblr, Shipping & Receiving, Returns, Shipping
Education
Orange Coast College 2008 — 2011
Associate's degree, General Studies
San Shi Go Restaurant April 2014 - Present
DITA EYEWEAR October 2014 - June 2015
Charles Schwab January 2013 - March 2014
Massage Envy October 2012 - September 2013
Massage Envy February 2012 - October 2012
G's Boathouse March 2011 - August 2012
Mizuki Restaurant February 2011 - December 2011
Skills
Microsoft Word, Customer Service, Sales, Customer Retention, Interpersonal..., Microsoft Office, Time Management, Social Media, Computers, Oral & Written..., Team Leadership, Multi-line Phone, Social Networking, Salesforce.com, Evernote, Investments, Tumblr, Shipping & Receiving, Returns, Shipping
Education
Orange Coast College 2008 — 2011
Associate's degree, General Studies
Anne Travous Anne Travous's Charles Schwab Experience May 2010 - July 2011
Job Senior Manager, Corporate Sponsorship for the Los Angeles Philharmonic
Industry Nonprofit Organization Management
Experience
Los Angeles Philharmonic February 2015 - Present
Make-A-Wish Foundation July 2011 - January 2015
Charles Schwab May 2010 - July 2011
InterContinental Hotels Group 2008 - 2009
Washington Federal Savings 2000 - 2006
Skills
Social Media Marketing, Marketing Strategy, Contract Negotiation, Relationship Marketing, Sales Promotion, Territory Management, Relationship Management, New Business Development, Management, Fundraising, Program Management, Strategic Communications, Advertising, Marketing, Leadership, Business Planning, Event Planning, Event Management, Nonprofits, Customer Service, Public Relations, Social Media, Sales, Social Networking, Public Speaking, Strategic Planning
Education
Oregon State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Vienna University of Economics and Business Administration 2005 — 2005
Certificate, International Business
Los Angeles Philharmonic February 2015 - Present
Make-A-Wish Foundation July 2011 - January 2015
Charles Schwab May 2010 - July 2011
InterContinental Hotels Group 2008 - 2009
Washington Federal Savings 2000 - 2006
Skills
Social Media Marketing, Marketing Strategy, Contract Negotiation, Relationship Marketing, Sales Promotion, Territory Management, Relationship Management, New Business Development, Management, Fundraising, Program Management, Strategic Communications, Advertising, Marketing, Leadership, Business Planning, Event Planning, Event Management, Nonprofits, Customer Service, Public Relations, Social Media, Sales, Social Networking, Public Speaking, Strategic Planning
Education
Oregon State University 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Vienna University of Economics and Business Administration 2005 — 2005
Certificate, International Business
Jeanne Steele's Charles Schwab Experience April 1997 - July 1997
Job Program / Account Manager at seeking new opportunity
Industry Program Development
Experience
Crowdsourcing.org February 2013 - August 2013
VMware June 2010 - November 2010
TekSystems July 2009 - November 2009
World Business Council for Sustainable Development July 2007 - January 2008
EMC February 2005 - September 2006
Steele Imagery August 1998 - January 2005
Charles Schwab April 1997 - July 1997
Netscape Communications April 1996 - April 1997
Strategic Mapping Inc June 1995 - June 1996
Skidmore Owings & Merrill March 1995 - April 1996
Skills
Change Management, Integration, Project Management, Project Planning, SDLC, Program Management, Leadership, Environmental Awareness, Green Building, Business Analysis, Supply Chain, Team Building, Business Process..., Account Management, New Business Development, Software Project..., Start-ups, Business Process, Databases, Business Intelligence, Management, E-commerce, Budgets, Cross-functional Team..., Vendor Management, ERP, Requirements Analysis, Team Leadership, CRM, Data Center, SharePoint, Professional Services, Enterprise Software, Strategic Planning, Scheduling Management
Education
Oklahoma State University
Bachelor or Arts, French, German
SFIA
SFIA
SFIA
Crowdsourcing.org February 2013 - August 2013
VMware June 2010 - November 2010
TekSystems July 2009 - November 2009
World Business Council for Sustainable Development July 2007 - January 2008
EMC February 2005 - September 2006
Steele Imagery August 1998 - January 2005
Charles Schwab April 1997 - July 1997
Netscape Communications April 1996 - April 1997
Strategic Mapping Inc June 1995 - June 1996
Skidmore Owings & Merrill March 1995 - April 1996
Skills
Change Management, Integration, Project Management, Project Planning, SDLC, Program Management, Leadership, Environmental Awareness, Green Building, Business Analysis, Supply Chain, Team Building, Business Process..., Account Management, New Business Development, Software Project..., Start-ups, Business Process, Databases, Business Intelligence, Management, E-commerce, Budgets, Cross-functional Team..., Vendor Management, ERP, Requirements Analysis, Team Leadership, CRM, Data Center, SharePoint, Professional Services, Enterprise Software, Strategic Planning, Scheduling Management
Education
Oklahoma State University
Bachelor or Arts, French, German
SFIA
SFIA
SFIA
Tony Ghiotto's Charles Schwab Experience February 1989 - April 1999
Job Sales Support and Securities Operations
Industry Financial Services
Experience
Scottrade September 2005 - May 2014
WM Financial Services, Inc August 2003 - July 2004
Dreyfus Brokerage / Brown & Co March 2001 - November 2002
Charles Schwab February 1989 - April 1999
Kennedy Cabot & Co July 1986 - August 1987
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Pasadena City College 1991 — 1992
Laser and Optical Engineering
Scottrade September 2005 - May 2014
WM Financial Services, Inc August 2003 - July 2004
Dreyfus Brokerage / Brown & Co March 2001 - November 2002
Charles Schwab February 1989 - April 1999
Kennedy Cabot & Co July 1986 - August 1987
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research
Education
Pasadena City College 1991 — 1992
Laser and Optical Engineering
Venu Vennamaneni Venu Vennamaneni's Charles Schwab Experience June 2007 - March 2010
Job Sr Clarity Architect at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company March 2014 - Present
MetLife December 2011 - March 2014
American Honda Motor Company, Inc. July 2011 - November 2011
Informatic Technologies, Inc April 2010 - November 2011
MetLife April 2010 - June 2011
Charles Schwab June 2007 - March 2010
Infosys September 2003 - March 2010
Telstra July 2005 - May 2007
Skills
Clarity PPM tool, Oracle 10g, Business Objects, Portlets, CAPA, Clarity, SDLC, Integration, Oracle, CA Clarity, PL/SQL, Project Portfolio..., Unix, Microsoft SQL Server, Business Analysis, Resource Management, Requirements Gathering, Requirements Analysis, SQL, Software Project..., Project Management, PMO, Crystal Reports
Education
Osmania University 1999 — 2003
Bachelor of Engineering, Electrical and Electronics Engineering
New York Life Insurance Company March 2014 - Present
MetLife December 2011 - March 2014
American Honda Motor Company, Inc. July 2011 - November 2011
Informatic Technologies, Inc April 2010 - November 2011
MetLife April 2010 - June 2011
Charles Schwab June 2007 - March 2010
Infosys September 2003 - March 2010
Telstra July 2005 - May 2007
Skills
Clarity PPM tool, Oracle 10g, Business Objects, Portlets, CAPA, Clarity, SDLC, Integration, Oracle, CA Clarity, PL/SQL, Project Portfolio..., Unix, Microsoft SQL Server, Business Analysis, Resource Management, Requirements Gathering, Requirements Analysis, SQL, Software Project..., Project Management, PMO, Crystal Reports
Education
Osmania University 1999 — 2003
Bachelor of Engineering, Electrical and Electronics Engineering
Shelby Webber Shelby Webber's Charles Schwab Experience June 2015 - Present
Job Project Coordinator at Charles Schwab
Industry
Experience
Charles Schwab June 2015 - Present
RIDE Indoor Cycling February 2015 - Present
Austin Monthly Magazine January 2015 - May 2015
The University of Texas at Austin August 2012 - May 2015
Oregon State University August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
The University of Texas at Austin 2012 — 2015
Bachelor's degree, Business/Corporate Communications, Senior
Oregon State University 2010 — 2011
Charles Schwab June 2015 - Present
RIDE Indoor Cycling February 2015 - Present
Austin Monthly Magazine January 2015 - May 2015
The University of Texas at Austin August 2012 - May 2015
Oregon State University August 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
The University of Texas at Austin 2012 — 2015
Bachelor's degree, Business/Corporate Communications, Senior
Oregon State University 2010 — 2011
Nicholas J. Lardieri Jr. CFP(R) Nicholas J. Lardieri Jr. CFP(R)'s Charles Schwab Experience April 2015 - Present
Job VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
TIAA-CREF January 2013 - March 2015
TIAA-CREF June 2006 - January 2013
MassMutual Financial Group September 2001 - June 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Strategies, Securities, Life Insurance, Strategic Financial..., Estate Planning, Series 6, Fixed Annuities, Financial Advisory, Series 24, High Net Worth..., Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Series 9, Series 10, Series 26, Series 65
Education
Pace University - Lubin School of Business 1982 — 1986
Accounting, Business
Charles Schwab April 2015 - Present
TIAA-CREF January 2013 - March 2015
TIAA-CREF June 2006 - January 2013
MassMutual Financial Group September 2001 - June 2006
Skills
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Strategies, Securities, Life Insurance, Strategic Financial..., Estate Planning, Series 6, Fixed Annuities, Financial Advisory, Series 24, High Net Worth..., Asset Allocation, Alternative Investments, Fixed Income, Asset Managment, Series 9, Series 10, Series 26, Series 65
Education
Pace University - Lubin School of Business 1982 — 1986
Accounting, Business
James Redican's Charles Schwab Experience January 2012 - May 2015
Job Estates Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - May 2015
Bank of America June 2011 - January 2012
Lowe’s Home Improvement June 2009 - June 2011
Southwest Behavioral Health Network/Magellan Health Care of Arizona June 2008 - May 2009
Arizona Department of Juvenile Corrections September 2004 - June 2008
Skills
Management, Customer Service, Microsoft Office, Leadership, Risk Management, Investments, Banking, Credit, Finance, Loans, Sales
Education
Paradise Valley Community College 2000 — 2003
Associate's degree, General Studies
Charles Schwab January 2012 - May 2015
Bank of America June 2011 - January 2012
Lowe’s Home Improvement June 2009 - June 2011
Southwest Behavioral Health Network/Magellan Health Care of Arizona June 2008 - May 2009
Arizona Department of Juvenile Corrections September 2004 - June 2008
Skills
Management, Customer Service, Microsoft Office, Leadership, Risk Management, Investments, Banking, Credit, Finance, Loans, Sales
Education
Paradise Valley Community College 2000 — 2003
Associate's degree, General Studies
Jennifer Picache Jennifer Picache's Charles Schwab Experience March 2015 - Present
Job Associate Institutional, Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
The Walt Disney Company October 2014 - August 2015
PNC June 2014 - September 2014
The Walt Disney Company January 2014 - June 2014
Merrill Lynch June 2011 - August 2011
Skills
Leadership, Program Management, Auditing, PeopleSoft, Payroll, Microsoft Excel, Microsoft Office, Innovation, Creativity, Invoicing, Microsoft Word, Social Media, Outstanding..., SAP HR, Event Planning, Highly detail oriented, Customer Service, PowerPoint, Access Database, Research, ADP ReportSmith, Confidentiality, Motivation, Organization, Economics, International Economics, Facebook, LinkedIn, Teamwork, Public Speaking, Management, Time Management
Education
Penn State University 2009 — 2013
Bachelor of Arts, Economics
Fort Lee High School 2005 — 2009
Charles Schwab March 2015 - Present
The Walt Disney Company October 2014 - August 2015
PNC June 2014 - September 2014
The Walt Disney Company January 2014 - June 2014
Merrill Lynch June 2011 - August 2011
Skills
Leadership, Program Management, Auditing, PeopleSoft, Payroll, Microsoft Excel, Microsoft Office, Innovation, Creativity, Invoicing, Microsoft Word, Social Media, Outstanding..., SAP HR, Event Planning, Highly detail oriented, Customer Service, PowerPoint, Access Database, Research, ADP ReportSmith, Confidentiality, Motivation, Organization, Economics, International Economics, Facebook, LinkedIn, Teamwork, Public Speaking, Management, Time Management
Education
Penn State University 2009 — 2013
Bachelor of Arts, Economics
Fort Lee High School 2005 — 2009
Sunil Boddu Sunil Boddu's Charles Schwab Experience November 2005 - August 2006
Job Sr. Validation Engineer at Genentech
Industry Biotechnology
Experience
Genentech October 2012 - Present
Gilead Sciences April 2012 - October 2012
Thoratec February 2012 - September 2012
Abbott Diabetes Care September 2011 - February 2012
Genentech October 2009 - August 2011
Amgen March 2009 - September 2009
Genentech July 2007 - December 2008
AT&T September 2006 - June 2007
Charles Schwab November 2005 - August 2006
Wells Fargo April 2005 - October 2005
Skills
21 CFR Part 11, Computer System..., GxP, LIMS, Change Control, Quality Assurance, SDLC, Testing, Informatica, SQL, Business Objects, Quality Center, ClearQuest, Risk Assessment, CTMS, Agile Methodologies, Documentum, Spotfire, Doors, Regulatory Submissions, Medical Devices, Validation, Biotechnology, FDA, Pharmaceutical Industry, Software Documentation, SOP, CAPA, GMP, Quality System, ISO 13485, Life Sciences, Cross-functional Team...
Education
Osmania University
Master of Computer Applications (MCA)
Genentech October 2012 - Present
Gilead Sciences April 2012 - October 2012
Thoratec February 2012 - September 2012
Abbott Diabetes Care September 2011 - February 2012
Genentech October 2009 - August 2011
Amgen March 2009 - September 2009
Genentech July 2007 - December 2008
AT&T September 2006 - June 2007
Charles Schwab November 2005 - August 2006
Wells Fargo April 2005 - October 2005
Skills
21 CFR Part 11, Computer System..., GxP, LIMS, Change Control, Quality Assurance, SDLC, Testing, Informatica, SQL, Business Objects, Quality Center, ClearQuest, Risk Assessment, CTMS, Agile Methodologies, Documentum, Spotfire, Doors, Regulatory Submissions, Medical Devices, Validation, Biotechnology, FDA, Pharmaceutical Industry, Software Documentation, SOP, CAPA, GMP, Quality System, ISO 13485, Life Sciences, Cross-functional Team...
Education
Osmania University
Master of Computer Applications (MCA)
Ann Bullard CAMS Ann Bullard CAMS's Charles Schwab Experience June 2015 - Present
Job AML Manager Domestic / International EDD
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
JPMorgan Chase/JPMorgan Private Bank February 2013 - June 2015
Dept of the Treasury/FinCEN - Financial Crimes Enforcement Network February 2009 - February 2013
Internal Revenue Service July 2001 - August 2006
Skills
Fraud, Bank Secrecy Act, Analysis, Government, Risk Assessment, Data Analysis, Research, Anti Money Laundering
Education
Ottawa University 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 1991 — 1995
Bachelor's degree, Criminology
Charles Schwab June 2015 - Present
JPMorgan Chase/JPMorgan Private Bank February 2013 - June 2015
Dept of the Treasury/FinCEN - Financial Crimes Enforcement Network February 2009 - February 2013
Internal Revenue Service July 2001 - August 2006
Skills
Fraud, Bank Secrecy Act, Analysis, Government, Risk Assessment, Data Analysis, Research, Anti Money Laundering
Education
Ottawa University 2004 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 1991 — 1995
Bachelor's degree, Criminology
Curt Matlach, MBA's Charles Schwab Experience 1999 - 2004
Job President at Quadrant PHR
Industry Human Resources
Experience
Quadrant PHR 2012 - Present
Nueterra HR Solutions 2010 - 2012
PEO Staff One, Inc. 2007 - 2010
Strategic Advisors 2004 - 2007
Charles Schwab 1999 - 2004
Merrill Lynch 1998 - 1999
Education
Oklahoma State University
Master of Business Administration (MBA)
Oral Roberts University
Bachelor's Degree
Quadrant PHR 2012 - Present
Nueterra HR Solutions 2010 - 2012
PEO Staff One, Inc. 2007 - 2010
Strategic Advisors 2004 - 2007
Charles Schwab 1999 - 2004
Merrill Lynch 1998 - 1999
Education
Oklahoma State University
Master of Business Administration (MBA)
Oral Roberts University
Bachelor's Degree
Nathan Aldrich Nathan Aldrich's Charles Schwab Experience January 2014 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab June 2000 - Present
Charles Schwab March 2008 - November 2010
Skills
Series 7, Series 63, FINRA, Management, Employee Engagement, Customer Oriented, Goal-driven leader, Analysis, Research, Coaching, Employee Training, Communication, Interpersonal Skill, Time Management, Project Management, Customer Service, Banking
Education
Oklahoma Baptist University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Charles Schwab January 2014 - Present
Charles Schwab June 2000 - Present
Charles Schwab March 2008 - November 2010
Skills
Series 7, Series 63, FINRA, Management, Employee Engagement, Customer Oriented, Goal-driven leader, Analysis, Research, Coaching, Employee Training, Communication, Interpersonal Skill, Time Management, Project Management, Customer Service, Banking
Education
Oklahoma Baptist University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Tanja Sazdanoff Tanja Sazdanoff's Charles Schwab Experience October 2004 - August 2008
Job Owner/President at Grace Billing LLC
Industry Banking
Experience
Grace Billing LLC April 2009 - Present
BBVA Compass Bank August 2008 - August 2012
Charles Schwab October 2004 - August 2008
Skills
Leadership, Coaching, Customer Service, Management, Team Building, Training, Process Improvement, Strategic Planning, Sales Management, Budgets, Project Management, Customer Satisfaction, Analysis, Recruiting, Entrepreneurship, Banking
Education
Paradise Valley Community College 2003 — 2004
Business Administration and Management, General
The University of Akron 1999 — 2002
Business Administration and Management, General
Grace Billing LLC April 2009 - Present
BBVA Compass Bank August 2008 - August 2012
Charles Schwab October 2004 - August 2008
Skills
Leadership, Coaching, Customer Service, Management, Team Building, Training, Process Improvement, Strategic Planning, Sales Management, Budgets, Project Management, Customer Satisfaction, Analysis, Recruiting, Entrepreneurship, Banking
Education
Paradise Valley Community College 2003 — 2004
Business Administration and Management, General
The University of Akron 1999 — 2002
Business Administration and Management, General
John Morcos John Morcos's Charles Schwab Experience November 2006 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
Woltcom Services Inc. – Verizon communication December 2014 - January 2015
Retreat At Umatilla September 2014 - November 2014
BNY Mellon May 2011 - March 2014
Walt Disney Parks and Resorts Online 2007 - 2014
BB&T November 2010 - May 2011
Weiser Capital Management April 2010 - August 2010
Charles Schwab November 2006 - April 2010
Bank of New York Mellon September 2002 - November 2006
United States Trust Company Of New York May 1998 - September 2002
Skills
Account Reconciliation, Accounting, Finance, Portfolio Management, Training, Trade Support, Financial Services, Investments, Mutual Funds, Securities, Trading, Insurance, Bonds, Financial Risk, Customer Service, Management, Banking, Financial Analysis, Equities, Fixed Income, Leadership, Microsoft Office, Public Speaking, Relationship Management, Microsoft Excel, Accounts Payable, Team Building
Education
Pace University 1981 — 1985
Bachelor's degree, Finance, General
Pace University 1981 — 1985
Pace University 1981 — 1985
Pace University-New York 1981 — 1985
Associate's Degree, Accounting and Finance
Pace University 1981 — 1984
Bachelor's degree, Accounting and Finance
Woltcom Services Inc. – Verizon communication December 2014 - January 2015
Retreat At Umatilla September 2014 - November 2014
BNY Mellon May 2011 - March 2014
Walt Disney Parks and Resorts Online 2007 - 2014
BB&T November 2010 - May 2011
Weiser Capital Management April 2010 - August 2010
Charles Schwab November 2006 - April 2010
Bank of New York Mellon September 2002 - November 2006
United States Trust Company Of New York May 1998 - September 2002
Skills
Account Reconciliation, Accounting, Finance, Portfolio Management, Training, Trade Support, Financial Services, Investments, Mutual Funds, Securities, Trading, Insurance, Bonds, Financial Risk, Customer Service, Management, Banking, Financial Analysis, Equities, Fixed Income, Leadership, Microsoft Office, Public Speaking, Relationship Management, Microsoft Excel, Accounts Payable, Team Building
Education
Pace University 1981 — 1985
Bachelor's degree, Finance, General
Pace University 1981 — 1985
Pace University 1981 — 1985
Pace University-New York 1981 — 1985
Associate's Degree, Accounting and Finance
Pace University 1981 — 1984
Bachelor's degree, Accounting and Finance
R.P. Burrasca R.P. Burrasca's Charles Schwab Experience November 1997 - July 1998
Job Founder & Organizer at Colorado Crowdfunding
Industry Investment Banking
Experience
Colorado Crowdfunding April 2012 - Present
Windom Peaks Capital, LLC September 2005 - Present
Apaxis Systems, Inc. September 2007 - October 2007
SOXBox Solutions, Inc. February 2003 - September 2005
Orrick, Herrington & Sutcliffe LLP October 1999 - February 2003
Prudential Capital Group August 1998 - October 1999
Charles Schwab November 1997 - July 1998
Bowater October 1996 - November 1997
Pulp & Paper Partners, Ltd. August 1992 - October 1996
Skills
Mergers, SOX, SEC reporting, Due Diligence, Start-ups, Venture Capital, Restructuring, Internal Controls, Strategic Planning, Joint Ventures, IPO, Turnarounds, Compliance, Internal Audit, US GAAP, Business Strategy, Private Equity, Divestitures, Corporate Governance, Business Planning, Audit, GAAP, Corporate Finance, Financial Analysis, COSO, Entrepreneur, Valuation, COBIT, Financial Reporting, Consolidation, Revenue Recognition, Mergers & Acquisitions, Entrepreneurship, Angel Investing, Business Development, SEC filings, Strategy, Public Speaking
Education
Pace University School of Law 1976 — 1980
Doctor of Law (J.D.), Corporate & Business Law, Graduated cum laude, 3rd in my class
Union College 1969 — 1973
B.A., American Studies
Colorado Crowdfunding April 2012 - Present
Windom Peaks Capital, LLC September 2005 - Present
Apaxis Systems, Inc. September 2007 - October 2007
SOXBox Solutions, Inc. February 2003 - September 2005
Orrick, Herrington & Sutcliffe LLP October 1999 - February 2003
Prudential Capital Group August 1998 - October 1999
Charles Schwab November 1997 - July 1998
Bowater October 1996 - November 1997
Pulp & Paper Partners, Ltd. August 1992 - October 1996
Skills
Mergers, SOX, SEC reporting, Due Diligence, Start-ups, Venture Capital, Restructuring, Internal Controls, Strategic Planning, Joint Ventures, IPO, Turnarounds, Compliance, Internal Audit, US GAAP, Business Strategy, Private Equity, Divestitures, Corporate Governance, Business Planning, Audit, GAAP, Corporate Finance, Financial Analysis, COSO, Entrepreneur, Valuation, COBIT, Financial Reporting, Consolidation, Revenue Recognition, Mergers & Acquisitions, Entrepreneurship, Angel Investing, Business Development, SEC filings, Strategy, Public Speaking
Education
Pace University School of Law 1976 — 1980
Doctor of Law (J.D.), Corporate & Business Law, Graduated cum laude, 3rd in my class
Union College 1969 — 1973
B.A., American Studies
Jay Kluborg Jay Kluborg's Charles Schwab Experience May 2011 - Present
Job Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2011 - Present
Manning Navcomp, Inc. August 2007 - May 2011
Skills
C#, Visual Studio, .NET, ASP.NET, Software Development, Design Patterns, Enterprise Software
Education
Park University 2000 — 2001
B.S., Computer Science
Charles Schwab May 2011 - Present
Manning Navcomp, Inc. August 2007 - May 2011
Skills
C#, Visual Studio, .NET, ASP.NET, Software Development, Design Patterns, Enterprise Software
Education
Park University 2000 — 2001
B.S., Computer Science
Carey Stevenson Carey Stevenson's Charles Schwab Experience 2000 - 2001
Job Director, CarMax
Industry Retail
Experience
CarMax 2010 - Present
CarMax 2007 - 2010
CarMax 2006 - 2007
CarMax 2002 - 2006
American Express 2001 - 2002
Charles Schwab 2000 - 2001
Skills
Negotiation, Merchandising, Forecasting, Cross-functional Team..., Inventory Management, Retail, Profit, Management, P&L, Sales, Team Leadership, Customer Satisfaction, Leadership, Competitive Analysis, Pricing, Customer Service, Process Improvement, Training
Education
Oklahoma Christian University
M.B.A., E-Commerce/Electronic Commerce
Texas A&M University
B.S.
Isidore Newman School
CarMax 2010 - Present
CarMax 2007 - 2010
CarMax 2006 - 2007
CarMax 2002 - 2006
American Express 2001 - 2002
Charles Schwab 2000 - 2001
Skills
Negotiation, Merchandising, Forecasting, Cross-functional Team..., Inventory Management, Retail, Profit, Management, P&L, Sales, Team Leadership, Customer Satisfaction, Leadership, Competitive Analysis, Pricing, Customer Service, Process Improvement, Training
Education
Oklahoma Christian University
M.B.A., E-Commerce/Electronic Commerce
Texas A&M University
B.S.
Isidore Newman School
Jeb Ware Jeb Ware's Charles Schwab Experience May 2011 - June 2013
Job Lead Android Engineer, Plenti at American Express
Industry Computer Software
Experience
American Express June 2013 - Present
Liitaa LLC February 2009 - Present
Charles Schwab May 2011 - June 2013
TEKsystems May 2011 - April 2012
Lockheed Martin January 2007 - April 2011
Timmons Group 2002 - 2006
Skills
iOS, Android, Simulation, Objective-C, Java, C++, C, SQL, iPhone, Mobile Applications, Web Applications, Simulations, iOS development, Subversion, Software Engineering, Git
Education
Vanderbilt University 2002 — 2006
BS, Computer Science, Mathematics, History
Old Dominion University 2007 — 2010
MS, Computer Science
Governor's School for Government and International Studies 1998 — 2002
American Express June 2013 - Present
Liitaa LLC February 2009 - Present
Charles Schwab May 2011 - June 2013
TEKsystems May 2011 - April 2012
Lockheed Martin January 2007 - April 2011
Timmons Group 2002 - 2006
Skills
iOS, Android, Simulation, Objective-C, Java, C++, C, SQL, iPhone, Mobile Applications, Web Applications, Simulations, iOS development, Subversion, Software Engineering, Git
Education
Vanderbilt University 2002 — 2006
BS, Computer Science, Mathematics, History
Old Dominion University 2007 — 2010
MS, Computer Science
Governor's School for Government and International Studies 1998 — 2002
Brian Ream, CFP®'s Charles Schwab Experience 2006 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2006 - Present
Charles Schwab 2005 - 2006
Charles Schwab 2001 - 2005
Charles Schwab 1997 - 2000
Education
Penn State University 1988 — 1992
Bachelor's degree, Cum Laude
Charles Schwab 2006 - Present
Charles Schwab 2005 - 2006
Charles Schwab 2001 - 2005
Charles Schwab 1997 - 2000
Education
Penn State University 1988 — 1992
Bachelor's degree, Cum Laude
Lars Lerpold Lars Lerpold's Charles Schwab Experience October 2009 - October 2011
Job Technical Generalist at Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Edward Jones September 2013 - Present
Edward Jones August 2012 - September 2013
Charles Schwab October 2009 - October 2011
Charles Schwab April 2008 - October 2009
Charles Schwab April 2006 - April 2007
Charles Schwab January 2005 - April 2006
Charles Schwab May 2000 - January 2005
Skills
Process Improvement, Business Analysis, Problem Solving, Release Management, SharePoint, Role Based Access..., Risk Management, Strategy, Financial Services, Securities, Software Documentation, Security, Training, Requirements Analysis, Series 7, Leadership, Business Requirements, Vendor Management
Education
PGA Of America
Business
Classes
Oslo and Akershus University College
Oslo and Akershus University College
Vinderen
Edward Jones May 2015 - Present
Edward Jones September 2013 - Present
Edward Jones August 2012 - September 2013
Charles Schwab October 2009 - October 2011
Charles Schwab April 2008 - October 2009
Charles Schwab April 2006 - April 2007
Charles Schwab January 2005 - April 2006
Charles Schwab May 2000 - January 2005
Skills
Process Improvement, Business Analysis, Problem Solving, Release Management, SharePoint, Role Based Access..., Risk Management, Strategy, Financial Services, Securities, Software Documentation, Security, Training, Requirements Analysis, Series 7, Leadership, Business Requirements, Vendor Management
Education
PGA Of America
Business
Classes
Oslo and Akershus University College
Oslo and Akershus University College
Vinderen
Alexandra Cochrane's Charles Schwab Experience July 2010 - May 2011
Job MBA Candidate 2016 at NYU Leonard N. Stern School of Business
Industry Luxury Goods & Jewelry
Experience
GIVENCHY June 2015 - Present
NYU Leonard N. Stern School of Business September 2014 - Present
L2 Inc. October 2014 - June 2015
Blueframe Group May 2011 - June 2014
Charles Schwab July 2010 - May 2011
Charles Center, William and Mary May 2009 - September 2009
Harvard Summer Urban Program June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Sagamore Institute for Policy Research May 2006 - August 2006
Skills
Strategy, Luxury Goods, Fashion, Luxury Brand Marketing, Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Research, Social Media, Leadership, Merchandising, Microsoft Excel
Education
The College of William and Mary 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Peking University 2008 — 2008
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
GIVENCHY June 2015 - Present
NYU Leonard N. Stern School of Business September 2014 - Present
L2 Inc. October 2014 - June 2015
Blueframe Group May 2011 - June 2014
Charles Schwab July 2010 - May 2011
Charles Center, William and Mary May 2009 - September 2009
Harvard Summer Urban Program June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Sagamore Institute for Policy Research May 2006 - August 2006
Skills
Strategy, Luxury Goods, Fashion, Luxury Brand Marketing, Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Research, Social Media, Leadership, Merchandising, Microsoft Excel
Education
The College of William and Mary 2006 — 2010
Bachelor of Arts (B.A.), Economics and International Relations
Peking University 2008 — 2008
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
Kristina Welton's Charles Schwab Experience February 2010 - Present
Job
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Skills
Business Analysis, Management, Financial Services, Business Requirements, SDLC, Analytics, Cross-functional Team..., Eagle STAR, Cost Basis, Systems Analysis, Oracle SQL Developer, Mainframe, Web Services, Java, COBOL, Agile Methodologies, Scrum, Object Oriented Modeling, Cost Basis Reporting, Financial Reporting
Education
Oklahoma State University 1996 — 1998
B.S., International Business/Marketing
Charles Schwab February 2010 - Present
Skills
Business Analysis, Management, Financial Services, Business Requirements, SDLC, Analytics, Cross-functional Team..., Eagle STAR, Cost Basis, Systems Analysis, Oracle SQL Developer, Mainframe, Web Services, Java, COBOL, Agile Methodologies, Scrum, Object Oriented Modeling, Cost Basis Reporting, Financial Reporting
Education
Oklahoma State University 1996 — 1998
B.S., International Business/Marketing
Gretchen Ragland's Charles Schwab Experience 1999 - 2002
Job Human Resources Consultant
Industry Human Resources
Experience
Ragland Human Resources Consultants April 2012 - Present
Proterra, Inc. January 2011 - April 2012
Lee Hecht Harrison - Outplacement Services March 2009 - April 2010
Ragland Search January 2006 - December 2008
Chubb Insurance January 2003 - September 2005
Charles Schwab 1999 - 2002
Citibank Diners Club 1984 - 1997
Skills
Recruiting, Talent Acquisition, Management, Performance Management, Training, Talent Management, Human Resources, Leadership Development, Employee Relations, Change Management, Operations Management, New Business Development, Start-ups, Strategy, Team Building, Leadership, Management Consulting, Project Management, Business Planning, Strategic Planning, Program Management, Six Sigma, Personnel Management, Analysis, Business Process..., Budgets, Outsourcing, Process Improvement, Hiring, Organizational..., Executive Management, Employee Engagement, Manufacturing, Payroll, Sales, Coaching, Employee Benefits, Deferred Compensation, Technical Recruiting, Sourcing, Team Leadership, Customer Service, Business Development, Cross-functional Team...
Education
Oregon State University
Ragland Human Resources Consultants April 2012 - Present
Proterra, Inc. January 2011 - April 2012
Lee Hecht Harrison - Outplacement Services March 2009 - April 2010
Ragland Search January 2006 - December 2008
Chubb Insurance January 2003 - September 2005
Charles Schwab 1999 - 2002
Citibank Diners Club 1984 - 1997
Skills
Recruiting, Talent Acquisition, Management, Performance Management, Training, Talent Management, Human Resources, Leadership Development, Employee Relations, Change Management, Operations Management, New Business Development, Start-ups, Strategy, Team Building, Leadership, Management Consulting, Project Management, Business Planning, Strategic Planning, Program Management, Six Sigma, Personnel Management, Analysis, Business Process..., Budgets, Outsourcing, Process Improvement, Hiring, Organizational..., Executive Management, Employee Engagement, Manufacturing, Payroll, Sales, Coaching, Employee Benefits, Deferred Compensation, Technical Recruiting, Sourcing, Team Leadership, Customer Service, Business Development, Cross-functional Team...
Education
Oregon State University
Sharath Chetty's Charles Schwab Experience 2007 - 2007
Job Director of Integration Technologies at SourcePulse LLC
Industry Information Technology and Services
Experience
SourcePulse LLC January 2012 - Present
TEKsystems January 2008 - December 2011
IBM February 2007 - January 2008
Charles Schwab 2007 - 2007
Accenture 2005 - 2007
IBM April 2004 - August 2005
Skills
Healthcare, Finance, ESB, SOA, BPEL, Enterprise Architecture, Business Process Design, Weblogic, DataPower, Websphere, Middleware, WebSphere MQ, WebSphere Application..., Application Architecture, Architecture, Solution Architecture, Java Enterprise Edition, JMS, Web Services, EAI
Education
University of North Texas 1999 — 2001
Master's degree, Computer Science
Osmania University
Bachelor's degree
SourcePulse LLC January 2012 - Present
TEKsystems January 2008 - December 2011
IBM February 2007 - January 2008
Charles Schwab 2007 - 2007
Accenture 2005 - 2007
IBM April 2004 - August 2005
Skills
Healthcare, Finance, ESB, SOA, BPEL, Enterprise Architecture, Business Process Design, Weblogic, DataPower, Websphere, Middleware, WebSphere MQ, WebSphere Application..., Application Architecture, Architecture, Solution Architecture, Java Enterprise Edition, JMS, Web Services, EAI
Education
University of North Texas 1999 — 2001
Master's degree, Computer Science
Osmania University
Bachelor's degree
John W. Baker's Charles Schwab Experience April 2006 - June 2012
Job Branch Manager
Industry Financial Services
Experience
Scottrade May 2014 - Present
E*TRADE Financial June 2012 - May 2014
Charles Schwab April 2006 - June 2012
TD Waterhouse--Ameritrade April 1998 - April 2006
Direct Media 1994 - 1996
Skills
Series 63, Series 7, series 9, series 10, series 66, life and health..., Asset Allocation, Banking, Equities, FINRA, Finance, Financial Advisory, Financial Modeling, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Options, Retirement Planning, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Pace University 2006 — 2007
C.F.P. Candidate, Financial Planning
Alfred State 1991 — 1993
AS, Business Mangement, Finance
Somers High 1990 — 1990
Scottrade May 2014 - Present
E*TRADE Financial June 2012 - May 2014
Charles Schwab April 2006 - June 2012
TD Waterhouse--Ameritrade April 1998 - April 2006
Direct Media 1994 - 1996
Skills
Series 63, Series 7, series 9, series 10, series 66, life and health..., Asset Allocation, Banking, Equities, FINRA, Finance, Financial Advisory, Financial Modeling, Investment Advisory, Investments, Mortgage Lending, Mutual Funds, Options, Retirement Planning, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Wealth Management
Education
Pace University 2006 — 2007
C.F.P. Candidate, Financial Planning
Alfred State 1991 — 1993
AS, Business Mangement, Finance
Somers High 1990 — 1990
Srinivas Dundigalla's Charles Schwab Experience 2000 - 2001
Job SVP Sr Tech Manager Mobile Banking at Bank of America
Industry Computer Software
Experience
Bank of America September 2013 - Present
Bank of America July 2011 - August 2013
eBay August 2007 - September 2011
eBay May 2004 - July 2007
Accenture April 2002 - May 2004
Charles Schwab 2000 - 2001
Unisys Corporation 1997 - June 1999
Intergraph March 1995 - March 1997
BHEL January 1993 - February 1995
OMC Computers July 1992 - January 1993
Skills
Agile Methodologies, Software Development, .NET, E-commerce, Product Development, SOA, Leadership, Java Enterprise Edition, Web Services, Software Project..., Spring, Scalability, Java, Agile Project Management, Scrum, SDLC, Distributed Systems, Product Management, Hibernate, JSP, Requirements Analysis, Solution Architecture, Cloud Computing, Web Applications, Enterprise Software, Mobile Applications, Perl, Enterprise Architecture, Tomcat, Unix
Education
Osmania University 1988 — 1992
Bachelor of Engineering, Mechanical
Bank of America September 2013 - Present
Bank of America July 2011 - August 2013
eBay August 2007 - September 2011
eBay May 2004 - July 2007
Accenture April 2002 - May 2004
Charles Schwab 2000 - 2001
Unisys Corporation 1997 - June 1999
Intergraph March 1995 - March 1997
BHEL January 1993 - February 1995
OMC Computers July 1992 - January 1993
Skills
Agile Methodologies, Software Development, .NET, E-commerce, Product Development, SOA, Leadership, Java Enterprise Edition, Web Services, Software Project..., Spring, Scalability, Java, Agile Project Management, Scrum, SDLC, Distributed Systems, Product Management, Hibernate, JSP, Requirements Analysis, Solution Architecture, Cloud Computing, Web Applications, Enterprise Software, Mobile Applications, Perl, Enterprise Architecture, Tomcat, Unix
Education
Osmania University 1988 — 1992
Bachelor of Engineering, Mechanical
Betty Law's Charles Schwab Experience July 2008 - January 2009
Job Artist at FacciaFelice
Industry Design
Experience
FacciaFelice September 2009 - Present
Freelance September 2006 - Present
Charles Schwab July 2008 - January 2009
netPolarity 2008 - 2009
AMD December 2000 - August 2006
Skills
Flash, Photoshop, Dreamweaver, Graphic Design, Adobe Creative Suite, HTML, Corporate Branding, CSS, Web Design, Brochures, Illustrator, User Interface Design, Creative Direction, CMS management, WordPress, Joomla, Web Development, Visual Design
Education
Oregon State University 1989 — 1989
BA
FacciaFelice September 2009 - Present
Freelance September 2006 - Present
Charles Schwab July 2008 - January 2009
netPolarity 2008 - 2009
AMD December 2000 - August 2006
Skills
Flash, Photoshop, Dreamweaver, Graphic Design, Adobe Creative Suite, HTML, Corporate Branding, CSS, Web Design, Brochures, Illustrator, User Interface Design, Creative Direction, CMS management, WordPress, Joomla, Web Development, Visual Design
Education
Oregon State University 1989 — 1989
BA
Jilani Pasha's Charles Schwab Experience October 2003 - April 2009
Job Sr. Associate at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions December 2010 - Present
US Bank April 2009 - January 2011
Charles Schwab October 2003 - April 2009
Skills
Solution Architecture, Business Analysis, Process Improvement, Agile Methodologies, SDLC, Consulting, SOA, Software Project..., Requirements Analysis, Java Enterprise Edition, Web Services, Spring, Unix, Oracle, Java, PL/SQL, Quality Center, SQL, XML, Software Quality...
Education
Osmania University
MCA, Computer Sciences
Cognizant Technology Solutions December 2010 - Present
US Bank April 2009 - January 2011
Charles Schwab October 2003 - April 2009
Skills
Solution Architecture, Business Analysis, Process Improvement, Agile Methodologies, SDLC, Consulting, SOA, Software Project..., Requirements Analysis, Java Enterprise Edition, Web Services, Spring, Unix, Oracle, Java, PL/SQL, Quality Center, SQL, XML, Software Quality...
Education
Osmania University
MCA, Computer Sciences
Rick Mayeda's Charles Schwab Experience 1999 - 2005
Job Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Wells Fargo Bank 2005 - 2008
Charles Schwab 1999 - 2005
Skills
Mainframe, SDLC, DB2, Requirements Analysis, COBOL, CICS, Requirements Gathering, JCL, Visio
Education
Parsons School of Design 1982 — 1984
Photography
University of California, Los Angeles 1973 — 1977
University of California, Santa Cruz 1972 — 1973
Wells Fargo Bank 2005 - 2008
Charles Schwab 1999 - 2005
Skills
Mainframe, SDLC, DB2, Requirements Analysis, COBOL, CICS, Requirements Gathering, JCL, Visio
Education
Parsons School of Design 1982 — 1984
Photography
University of California, Los Angeles 1973 — 1977
University of California, Santa Cruz 1972 — 1973
Venugopal Malyala's Charles Schwab Experience April 2005 - July 2007
Job Director DW, BI & Analytics at ServiceNow The Enterprise IT Cloud Company
Industry Computer Software
Experience
ServiceNow - The Enterprise IT Cloud Company June 2014 - Present
McAfee July 2011 - June 2014
VMware July 2007 - March 2011
iGate global solutions ltd June 2002 - August 2007
Charles Schwab April 2005 - July 2007
Ace Education Academy April 2002 - February 2005
Skills
Business Intelligence
Education
Osmania University
ServiceNow - The Enterprise IT Cloud Company June 2014 - Present
McAfee July 2011 - June 2014
VMware July 2007 - March 2011
iGate global solutions ltd June 2002 - August 2007
Charles Schwab April 2005 - July 2007
Ace Education Academy April 2002 - February 2005
Skills
Business Intelligence
Education
Osmania University
Venkat Damerla's Charles Schwab Experience January 2000 - September 2000
Job Principal Apps Engineer at Oracle USA Inc.
Industry Computer Software
Experience
Oracle Corporation 2005 - Present
Charles Schwab January 2000 - September 2000
Skills
Oracle E-Business Suite, SDLC, BI Publisher, Oracle HR, Oracle R12 Financials, Project Management, Unix, Architecture, Database Design, PL/SQL, Oracle, Oracle Applications, SOA, Software Development, Java, Solution Architecture, Enterprise Software, SQL, Software Project..., Cloud Computing, XML Publisher, Databases, Weblogic, Performance Tuning, Integration
Education
Osmania University 1985 — 1987
Master of Science (M.Sc.), Applied Electronics
Osmania University 1982 — 1985
Bachelor's degree(Hons), Mathematics
Oracle Corporation 2005 - Present
Charles Schwab January 2000 - September 2000
Skills
Oracle E-Business Suite, SDLC, BI Publisher, Oracle HR, Oracle R12 Financials, Project Management, Unix, Architecture, Database Design, PL/SQL, Oracle, Oracle Applications, SOA, Software Development, Java, Solution Architecture, Enterprise Software, SQL, Software Project..., Cloud Computing, XML Publisher, Databases, Weblogic, Performance Tuning, Integration
Education
Osmania University 1985 — 1987
Master of Science (M.Sc.), Applied Electronics
Osmania University 1982 — 1985
Bachelor's degree(Hons), Mathematics
Aaron Bandell's Charles Schwab Experience April 2010 - Present
Job Technical Director, Software Architecture at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2010 - Present
Raytheon November 2004 - April 2010
Fiserv ISS October 2002 - November 2004
Time Warner Telecom March 2002 - October 2002
Qwest Communications September 2001 - January 2002
SilverStream Software April 2001 - September 2001
Virtuas Solutions February 2000 - April 2001
Qwest Communications August 1999 - February 2000
Circle.com January 1999 - August 1999
Raytheon June 1996 - January 1999
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA)
Penn State University 1992 — 1996
BS, Computer Science
Charles Schwab April 2010 - Present
Raytheon November 2004 - April 2010
Fiserv ISS October 2002 - November 2004
Time Warner Telecom March 2002 - October 2002
Qwest Communications September 2001 - January 2002
SilverStream Software April 2001 - September 2001
Virtuas Solutions February 2000 - April 2001
Qwest Communications August 1999 - February 2000
Circle.com January 1999 - August 1999
Raytheon June 1996 - January 1999
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA)
Penn State University 1992 — 1996
BS, Computer Science
Husni Hassan's Charles Schwab Experience 1999 - 2001
Job Special Investigator at Travelers Investigative Services
Industry Insurance
Experience
Travelers Investigative Services September 2012 - Present
Allstate January 2011 - October 2012
Gainsco Insurance January 2009 - January 2011
Macneill Group August 2008 - November 2008
Liberty Mutual September 2004 - April 2008
infinity insurance 2008 - 2008
liberty mutual 2004 - 2007
Claims Control 2003 - 2004
travelers 2002 - 2003
charles schwab 1999 - 2001
Skills
Analysis, Business Analysis, Casualty, Casualty Insurance, Claim, Claims Handling, Claims Management, Commercial Insurance, Customer Service, Fraud, Fraud Detection, Insurance, Investigation, Legal Liability, Liability, Litigation, Management, Mediation, Negotiation, Personal Injury, Policy, Property, Property Damage, Quality Assurance, Software Documentation, Subrogation, Trials, Underwriting, Workers Compensation
Education
University of Central Florida 1996 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Palm Beach Community College 1994 — 1996
AA, Sociology
Pahokee High School 1990 — 1994
diploma
Travelers Investigative Services September 2012 - Present
Allstate January 2011 - October 2012
Gainsco Insurance January 2009 - January 2011
Macneill Group August 2008 - November 2008
Liberty Mutual September 2004 - April 2008
infinity insurance 2008 - 2008
liberty mutual 2004 - 2007
Claims Control 2003 - 2004
travelers 2002 - 2003
charles schwab 1999 - 2001
Skills
Analysis, Business Analysis, Casualty, Casualty Insurance, Claim, Claims Handling, Claims Management, Commercial Insurance, Customer Service, Fraud, Fraud Detection, Insurance, Investigation, Legal Liability, Liability, Litigation, Management, Mediation, Negotiation, Personal Injury, Policy, Property, Property Damage, Quality Assurance, Software Documentation, Subrogation, Trials, Underwriting, Workers Compensation
Education
University of Central Florida 1996 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Palm Beach Community College 1994 — 1996
AA, Sociology
Pahokee High School 1990 — 1994
diploma
Johnny Peng's Charles Schwab Experience November 2000 - November 2004
Job Systems Programmer at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente IT March 2005 - Present
Charles Schwab November 2000 - November 2004
Charles Schwab December 1999 - November 2000
NetManage April 1997 - December 1999
Read-Rite Corporation October 1995 - April 1997
Skills
Windows, Disaster Recovery, SDLC, Unix, Project Management, Servers, Architectures, Analysis, Project Planning, ITIL, IT Management, Oracle, AIX, Performance Tuning, Software Documentation, Databases, Linux, Statistics, Networking, Business Intelligence, SQL, Storage, CRM, IBM AIX
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
University of Phoenix 1998 — 2000
BA, Business Management
Orange Coast College 1990 — 1992
AA, Associate in Art
Kaiser Permanente IT March 2005 - Present
Charles Schwab November 2000 - November 2004
Charles Schwab December 1999 - November 2000
NetManage April 1997 - December 1999
Read-Rite Corporation October 1995 - April 1997
Skills
Windows, Disaster Recovery, SDLC, Unix, Project Management, Servers, Architectures, Analysis, Project Planning, ITIL, IT Management, Oracle, AIX, Performance Tuning, Software Documentation, Databases, Linux, Statistics, Networking, Business Intelligence, SQL, Storage, CRM, IBM AIX
Education
University of Phoenix 2004 — 2006
MBA, Technology Management
University of Phoenix 1998 — 2000
BA, Business Management
Orange Coast College 1990 — 1992
AA, Associate in Art
Lucy Shreffler, FCCA, MBA's Charles Schwab Experience 2001 - 2001
Job Director, Global Capital Markets and Treasury Controller at MUFG Union Bank
Industry Banking
Experience
MUFG Americas 2003 - Present
Charles Schwab 2001 - 2001
Bank of America May 1993 - 2000
Security Pacific / Bank of America 1991 - 1993
Skills
Treasury Management, Financial Analysis, FX Options, Cash Management, Fixed Income, Derivatives, Banking, Capital Markets, Middle Office, Hedging, Valuation, Sarbanes-Oxley Act, Treasury, Internal Controls, Trading
Education
Oxford Brookes University 2001 — 2003
Global MBA, Overall highest grades in graduating class
Chartered Association of Certified Accountants
accounting
MUFG Americas 2003 - Present
Charles Schwab 2001 - 2001
Bank of America May 1993 - 2000
Security Pacific / Bank of America 1991 - 1993
Skills
Treasury Management, Financial Analysis, FX Options, Cash Management, Fixed Income, Derivatives, Banking, Capital Markets, Middle Office, Hedging, Valuation, Sarbanes-Oxley Act, Treasury, Internal Controls, Trading
Education
Oxford Brookes University 2001 — 2003
Global MBA, Overall highest grades in graduating class
Chartered Association of Certified Accountants
accounting
Jason Fay's Charles Schwab Experience December 2007 - Present
Job VPSenior Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2007 - Present
Education
Oregon State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Charles Schwab December 2007 - Present
Education
Oregon State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Phillip Senderowitz, CFA, CFP's Charles Schwab Experience 1992 - 1998
Job Senior Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement December 2009 - Present
NFP Retirement December 2009 - Present
Chepenik Financial May 2006 - December 2009
SunTrust Bank May 1998 - August 2005
Charles Schwab 1992 - 1998
Skills
Investments, 401k, Retirement, ERISA, Employee Benefits, Pensions, Analysis, Negotiation, Mutual Funds, Due Diligence, Defined Benefit, Series 7, Retirement Plan..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Penn State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Miami Beach Senior High 1983 — 1987
NFP Retirement December 2009 - Present
NFP Retirement December 2009 - Present
Chepenik Financial May 2006 - December 2009
SunTrust Bank May 1998 - August 2005
Charles Schwab 1992 - 1998
Skills
Investments, 401k, Retirement, ERISA, Employee Benefits, Pensions, Analysis, Negotiation, Mutual Funds, Due Diligence, Defined Benefit, Series 7, Retirement Plan..., Asset Allocation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Penn State University 1987 — 1991
Bachelor of Science (BS), Finance, General
Miami Beach Senior High 1983 — 1987
Claiborne Arnette's Charles Schwab Experience 1990 - 2001
Job Co Owner at Three Crowns
Industry Consumer Services
Experience
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Kathleen (Kathy) Jackson's Charles Schwab Experience 1993 - 2005
Job VP, Relationship Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
BOK Financial September 2012 - Present
M&I Institutional Trust Services July 2011 - September 2012
Prudential Retirement September 2008 - November 2010
Milliman 2006 - 2007
Invesmart 2005 - 2006
Charles Schwab 1993 - 2005
Skills
401k, Defined Benefit, ERISA, Defined Contribution, Retirement, Pensions, Retirement Planning, Series 63, Series 7, Retirement Plan..., Investments, Qualified Retirement..., Mutual Funds, Series 6, Wealth Management, Asset Allocation
Education
Oklahoma State University 1977 — 1979
Kevin Barlow's Charles Schwab Experience April 2015 - Present
Job Compliance Manager Control Group at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
OFS Management December 2010 - April 2015
OFS Management August 2006 - December 2010
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Due Diligence, Financial Modeling, Management, Commercial Lending, Corporate Finance, Finance, Capital Markets, Credit Analysis
Education
Olivet Nazarene University 2004 — 2006
Bachelor in Business Administration, Business Administration
Charles Schwab April 2015 - Present
OFS Management December 2010 - April 2015
OFS Management August 2006 - December 2010
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Due Diligence, Financial Modeling, Management, Commercial Lending, Corporate Finance, Finance, Capital Markets, Credit Analysis
Education
Olivet Nazarene University 2004 — 2006
Bachelor in Business Administration, Business Administration
Rodney Ballard's Charles Schwab Experience September 2000 - August 2002
Job Project Manager (Transition Management Advisor)
Industry Information Technology and Services
Experience
Dell April 2013 - Present
Dell July 2006 - April 2013
Charles Schwab September 2000 - August 2002
Skills
Call Center, Process Improvement, Change Management, Business Analysis, Training & Development, Training Delivery, Training Documentation, Project Management, Project Coordination, Cross-functional Team..., ITIL, Team Leadership, Visio, Training, Project Planning, Operations Management, Team Building, Troubleshooting, Customer Experience, Customer Satisfaction, Customer Service, Technical Support, MS Project, IT Operations, Outsourcing, IT Service Management, Service Delivery, Documentations, Employee Training, Call Centers, Software Documentation, Program Management, CRM, Leadership, SharePoint, Management, Quality Assurance, IT Management, Business Process..., PMP, Team Management, Vendor Management
Education
Oklahoma State University 1995 — 1998
No Degree, Aviation Bussiness Administration
Dell April 2013 - Present
Dell July 2006 - April 2013
Charles Schwab September 2000 - August 2002
Skills
Call Center, Process Improvement, Change Management, Business Analysis, Training & Development, Training Delivery, Training Documentation, Project Management, Project Coordination, Cross-functional Team..., ITIL, Team Leadership, Visio, Training, Project Planning, Operations Management, Team Building, Troubleshooting, Customer Experience, Customer Satisfaction, Customer Service, Technical Support, MS Project, IT Operations, Outsourcing, IT Service Management, Service Delivery, Documentations, Employee Training, Call Centers, Software Documentation, Program Management, CRM, Leadership, SharePoint, Management, Quality Assurance, IT Management, Business Process..., PMP, Team Management, Vendor Management
Education
Oklahoma State University 1995 — 1998
No Degree, Aviation Bussiness Administration
Jon Olmstead's Charles Schwab Experience January 2011 - December 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JPMorgan Chase July 2012 - Present
Charles Schwab January 2011 - December 2011
PNC March 2010 - December 2010
Education
Otterbein College 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
JPMorgan Chase July 2012 - Present
Charles Schwab January 2011 - December 2011
PNC March 2010 - December 2010
Education
Otterbein College 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University - The Max M. Fisher College of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
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
Bindu George's Charles Schwab Experience 1996 - 2000
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2002 - Present
Charles Schwab 1996 - 2000
HSBC 1993 - 1995
Education
Pace University - Lubin School of Business 1991 — 1993
Marymount College 1987 — 1991
B.S, Business and History
Sacred Heart Academy
JPMorgan Chase April 2002 - Present
Charles Schwab 1996 - 2000
HSBC 1993 - 1995
Education
Pace University - Lubin School of Business 1991 — 1993
Marymount College 1987 — 1991
B.S, Business and History
Sacred Heart Academy
Kenny Saint-Cyr's Charles Schwab Experience February 2003 - March 2004
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Janis Chapman's Charles Schwab Experience January 1996 - January 2010
Job Senior Fixed Income Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1996 - January 2010
Education
Pacific Lutheran University 1972 — 1976
Bachelor of Business Administration (BBA), Accounting and Finance
Pacific Lutheran University
Charles Schwab January 1996 - January 2010
Education
Pacific Lutheran University 1972 — 1976
Bachelor of Business Administration (BBA), Accounting and Finance
Pacific Lutheran University
Leo Zheng's Charles Schwab Experience October 2011 - Present
Job MBA, CPSM, CGPP, Strategic Sourcing & Category Management Professional
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Chevron June 2008 - September 2011
ICG Commerce December 2006 - April 2008
Public & Private Solutions Group February 2005 - December 2006
Skills
Strategic Sourcing, Supply Chain Management, Project Management, Ariba, Visio, International Trade, French, English, SAP, Access, PowerPoint, Procurement, Logistics, Sourcing, Marketing, Purchasing, Strategy, Materials Management, Management, Leadership, Program Management, Contract Negotiation, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Supply Chain and Strategy
Peking University 1994 — 1997
MA, English
Xi'an Jiaotong University 1990 — 1994
BE, Biomedical Electronic Engineering
Middle School
Charles Schwab October 2011 - Present
Chevron June 2008 - September 2011
ICG Commerce December 2006 - April 2008
Public & Private Solutions Group February 2005 - December 2006
Skills
Strategic Sourcing, Supply Chain Management, Project Management, Ariba, Visio, International Trade, French, English, SAP, Access, PowerPoint, Procurement, Logistics, Sourcing, Marketing, Purchasing, Strategy, Materials Management, Management, Leadership, Program Management, Contract Negotiation, Forecasting
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA, Supply Chain and Strategy
Peking University 1994 — 1997
MA, English
Xi'an Jiaotong University 1990 — 1994
BE, Biomedical Electronic Engineering
Middle School
Jeffrey Kleintop's Charles Schwab Experience August 2014 - Present
Job Chief Global Investment Strategist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
LPL Financial March 2007 - July 2014
PNC 2000 - 2007
Skills
FINRA, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Series 7, Financial Markets, Analysis, Bloomberg, Public Speaking, Investment Management, Portfolio Management, Wealth Management, Securities, Retirement Planning, Asset Management, Financial Planning
Education
Penn State University 1993 — 1995
MBA
Charles Schwab August 2014 - Present
LPL Financial March 2007 - July 2014
PNC 2000 - 2007
Skills
FINRA, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Series 7, Financial Markets, Analysis, Bloomberg, Public Speaking, Investment Management, Portfolio Management, Wealth Management, Securities, Retirement Planning, Asset Management, Financial Planning
Education
Penn State University 1993 — 1995
MBA
Ellis Ogles's Charles Schwab Experience June 1999 - October 2002
Job Employee Relations Leader
Industry Human Resources
Experience
Wells Fargo May 2014 - Present
Wells Fargo August 2004 - Present
Caremark December 2002 - August 2004
Charles Schwab June 1999 - October 2002
Skills
Affirmative Action, Employee Engagement, Organizational Design, Employee Relations, Talent Acquisition, Union Avoidance, Leadership Development, Executive Coaching, Change Management, Strategic Planning, Succession Planning, Talent Management, Public Speaking, Communication Skills, Deferred Compensation, Organizational..., Training, Leadership
Education
Ottawa University 1996 — 1998
Bachelors, Human Resources
Wells Fargo May 2014 - Present
Wells Fargo August 2004 - Present
Caremark December 2002 - August 2004
Charles Schwab June 1999 - October 2002
Skills
Affirmative Action, Employee Engagement, Organizational Design, Employee Relations, Talent Acquisition, Union Avoidance, Leadership Development, Executive Coaching, Change Management, Strategic Planning, Succession Planning, Talent Management, Public Speaking, Communication Skills, Deferred Compensation, Organizational..., Training, Leadership
Education
Ottawa University 1996 — 1998
Bachelors, Human Resources
Bhavani Prasad V Bejawar's Charles Schwab Experience January 2014 - August 2014
Job Senior AGILE Java/J2ee Consultant
Industry Information Technology and Services
Experience
Northern Trust Corporation August 2015 - Present
JPMorgan Chase & Co. September 2014 - July 2015
Charles Schwab January 2014 - August 2014
USG July 2013 - December 2013
Hyatt Hotels Corporation February 2012 - June 2013
Wipro Technologies January 2006 - February 2012
Infotech Enterprises IT Services Pvt Ltd ( Infotech IT ) June 2004 - January 2006
Quark Media House January 2004 - June 2004
Summit Information Technologies Ltd March 2000 - October 2003
AHC InfoTech Pvt Ltd May 1998 - March 2000
Skills
Java, J2EE Application..., Spring, Hibernate, MyBatis, DynaDAO, jQuery, JSON, JSP, Backbone.js, Ext JS, IcanHaz Templates, AJAX, Struts, JSF, XML, XSLT, XPath, JSTL, Swing, Eclipse, JUnit, Log4j, Weblogic, WebSphere Process Server, BPEL, WebSphere Application..., WebSphere Integration..., WebSphere MQ, Oracle, Informix, DB2, Microsoft SQL Server, Unix, iText, POI, CSS, JBoss Application Server, Tomcat, Maven, Ant, Tortoise SVN, VSS, TOGAF, RAD, UML, Rational Rose 2000, MS Project, Visio, JGraphPad
Education
Kranthi Institute of Management 1995 — 1997
Master of Business Administration (M.B.A.), Systems Engineering
Osmania University 1991 — 1994
Bachelor's degree, Computer Science
Northern Trust Corporation August 2015 - Present
JPMorgan Chase & Co. September 2014 - July 2015
Charles Schwab January 2014 - August 2014
USG July 2013 - December 2013
Hyatt Hotels Corporation February 2012 - June 2013
Wipro Technologies January 2006 - February 2012
Infotech Enterprises IT Services Pvt Ltd ( Infotech IT ) June 2004 - January 2006
Quark Media House January 2004 - June 2004
Summit Information Technologies Ltd March 2000 - October 2003
AHC InfoTech Pvt Ltd May 1998 - March 2000
Skills
Java, J2EE Application..., Spring, Hibernate, MyBatis, DynaDAO, jQuery, JSON, JSP, Backbone.js, Ext JS, IcanHaz Templates, AJAX, Struts, JSF, XML, XSLT, XPath, JSTL, Swing, Eclipse, JUnit, Log4j, Weblogic, WebSphere Process Server, BPEL, WebSphere Application..., WebSphere Integration..., WebSphere MQ, Oracle, Informix, DB2, Microsoft SQL Server, Unix, iText, POI, CSS, JBoss Application Server, Tomcat, Maven, Ant, Tortoise SVN, VSS, TOGAF, RAD, UML, Rational Rose 2000, MS Project, Visio, JGraphPad
Education
Kranthi Institute of Management 1995 — 1997
Master of Business Administration (M.B.A.), Systems Engineering
Osmania University 1991 — 1994
Bachelor's degree, Computer Science
Yan(Helen) Yan's Charles Schwab Experience 2012 - 2013
Job Senior Business Analyst/Project Manager
Industry Information Technology and Services
Experience
EDF Trading December 2014 - Present
Sapient Global Markets 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2009 - 2011
Kershner Trading Group 2008 - 2009
Skills
Agile Methodologies, Business Analysis, SDLC, Quality Assurance, Product Management, Equities, Business Requirements, Requirements Analysis, User Acceptance Testing, Testing, Management, Software Development, Data Analysis, Risk Management, Project Management, Power Trading
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MS, Management
Peking University 2003 — 2006
MA, Economics
Peking University 1999 — 2003
Double Major, BA in Economics & BA in Chinese Literature
EDF Trading December 2014 - Present
Sapient Global Markets 2013 - 2014
Charles Schwab 2012 - 2013
Charles Schwab 2009 - 2011
Kershner Trading Group 2008 - 2009
Skills
Agile Methodologies, Business Analysis, SDLC, Quality Assurance, Product Management, Equities, Business Requirements, Requirements Analysis, User Acceptance Testing, Testing, Management, Software Development, Data Analysis, Risk Management, Project Management, Power Trading
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MS, Management
Peking University 2003 — 2006
MA, Economics
Peking University 1999 — 2003
Double Major, BA in Economics & BA in Chinese Literature
Greg Fulkerson's Charles Schwab Experience October 2012 - Present
Job Regional Fixed Income Sales Northern California at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab March 2011 - October 2012
T. Rowe Price June 2010 - March 2011
T Rowe Price November 2006 - June 2010
Invesco Aim 2000 - 2004
Skills
Fixed Income
Education
Regis University 2005 — 2007
MBA, Finance/Accounting
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Business Management
Oklahoma Baptist University 1998 — 2000
Business
Charles Schwab October 2012 - Present
Charles Schwab March 2011 - October 2012
T. Rowe Price June 2010 - March 2011
T Rowe Price November 2006 - June 2010
Invesco Aim 2000 - 2004
Skills
Fixed Income
Education
Regis University 2005 — 2007
MBA, Finance/Accounting
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Business Management
Oklahoma Baptist University 1998 — 2000
Business
ADRIAN SHARPLES's Charles Schwab Experience August 2014 - Present
Job Managing Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Honeywell July 2013 - Present
HONEYWELL September 2008 - June 2013
Blackburn with Darwen Borough Council 2008 - 2008
DWP March 2003 - January 2007
DWP June 2002 - February 2003
DWP June 2000 - June 2002
DWP September 1997 - December 1999
Lloyds TSB June 1988 - January 1992
Skills
Program Management, IT Project Leadership, Contract Negotiation, Strategic Financial..., Financial Accounting, Procurement, Contract Management, Government Contracting, IT Procurement, Project Management, IT Project & Program..., Management Consulting, Banking, Management
Education
SCRUM ALLIANCE 2013 — 2013
Certified SCRUM Master (CSM)
AT Emile Woolfe 2005 — 2005
F.C.C.A, Accountancy [Fellowship]
Oxford Brookes University 2002 — 2004
MBA, Finance
AT Emile Wollfe 1997 — 1999
A.C.C.A, Accountancy
Blackpool & Fylde Cllege UK 1988 — 1991
C.I.O.B, Banking
Charles Schwab August 2014 - Present
Honeywell July 2013 - Present
HONEYWELL September 2008 - June 2013
Blackburn with Darwen Borough Council 2008 - 2008
DWP March 2003 - January 2007
DWP June 2002 - February 2003
DWP June 2000 - June 2002
DWP September 1997 - December 1999
Lloyds TSB June 1988 - January 1992
Skills
Program Management, IT Project Leadership, Contract Negotiation, Strategic Financial..., Financial Accounting, Procurement, Contract Management, Government Contracting, IT Procurement, Project Management, IT Project & Program..., Management Consulting, Banking, Management
Education
SCRUM ALLIANCE 2013 — 2013
Certified SCRUM Master (CSM)
AT Emile Woolfe 2005 — 2005
F.C.C.A, Accountancy [Fellowship]
Oxford Brookes University 2002 — 2004
MBA, Finance
AT Emile Wollfe 1997 — 1999
A.C.C.A, Accountancy
Blackpool & Fylde Cllege UK 1988 — 1991
C.I.O.B, Banking
Wendy Coticchia's Charles Schwab Experience 2006 - December 2008
Job Vice President Legal for Pivot Technology Solutions, Ltd and General Counsel for Applied Computer Solutions
Industry Legal Services
Experience
Pivot Technology Solutions, Ltd. January 2014 - Present
Trace3 October 2013 - December 2013
CertaPro Painters of Saddleback Valley December 2009 - December 2012
Jacko Law Group, PC 2009 - 2011
Charles Schwab 2006 - December 2008
Charles Schwab 2003 - 2006
Charles Schwab 2000 - 2003
Nationwide Financial 1996 - 2000
Skills
Corporate Law, Negotiation, Securities, Investments, Corporate Governance, Insurance, Strategy, Legal Writing, Finance, Risk Assessment, Financial Services, Sales Contracts, Business Strategy, Policy, Enterprise Software, Contract Negotiation, Management, Vendor Contracts, Purchase Contracts, Best Practices
Education
University of Pittsburgh School of Law 1993 — 1996
Juris Doctorate, Law
Penn State University 1988 — 1992
Liberal Arts, Pre-law
Pivot Technology Solutions, Ltd. January 2014 - Present
Trace3 October 2013 - December 2013
CertaPro Painters of Saddleback Valley December 2009 - December 2012
Jacko Law Group, PC 2009 - 2011
Charles Schwab 2006 - December 2008
Charles Schwab 2003 - 2006
Charles Schwab 2000 - 2003
Nationwide Financial 1996 - 2000
Skills
Corporate Law, Negotiation, Securities, Investments, Corporate Governance, Insurance, Strategy, Legal Writing, Finance, Risk Assessment, Financial Services, Sales Contracts, Business Strategy, Policy, Enterprise Software, Contract Negotiation, Management, Vendor Contracts, Purchase Contracts, Best Practices
Education
University of Pittsburgh School of Law 1993 — 1996
Juris Doctorate, Law
Penn State University 1988 — 1992
Liberal Arts, Pre-law
Nutan Kunala's Charles Schwab Experience 2008 - 2010
Job
Industry Information Technology and Services
Experience
Lochbridge (Formerly Compuware Corporation) February 2014 - Present
Compuware August 2013 - January 2014
Infosys October 2008 - July 2013
Charles Schwab 2008 - 2010
Infosys Technologies Ltd April 2005 - September 2008
Wipro Technologies June 2000 - April 2005
Skills
Test Management, Test Planning, Manual Testing, Test Automation, HP Quality Center, LoadRunner, Requirements Analysis, Microsoft SQL Server, Unix, QTP, HP QTP, Requirements Gathering, VSTS, Functional Testing, Quality Center, Software Project..., Agile Methodologies, SDLC, Wily Introscope, Dynatrace, HP ALM, Performance Engineering, Performance Testing, Oracle Enterprise..., HP Performance Center
Education
Osmania University 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Lochbridge (Formerly Compuware Corporation) February 2014 - Present
Compuware August 2013 - January 2014
Infosys October 2008 - July 2013
Charles Schwab 2008 - 2010
Infosys Technologies Ltd April 2005 - September 2008
Wipro Technologies June 2000 - April 2005
Skills
Test Management, Test Planning, Manual Testing, Test Automation, HP Quality Center, LoadRunner, Requirements Analysis, Microsoft SQL Server, Unix, QTP, HP QTP, Requirements Gathering, VSTS, Functional Testing, Quality Center, Software Project..., Agile Methodologies, SDLC, Wily Introscope, Dynatrace, HP ALM, Performance Engineering, Performance Testing, Oracle Enterprise..., HP Performance Center
Education
Osmania University 1996 — 1999
Master of Computer Applications (MCA), Computer Science
L.J. Kirby's Charles Schwab Experience December 1992 - August 2010
Job Financial Services
Industry Financial Services
Experience
Randstad 2013 - Present
Charles Schwab December 1992 - August 2010
Skills
Series 7, Series 9, Series 10, Series 55, Series 63, FINRA, Financial Advisory, Investments, Portfolio Management, Financial Services, Securities, Retirement Planning, Wealth Management, Fixed Income, Retirement, Financial Analysis, 401k, Mutual Funds
Education
Pace University-Pleasantville/Briarcliff Campus
Saint John's University
BS, Communications
Randstad 2013 - Present
Charles Schwab December 1992 - August 2010
Skills
Series 7, Series 9, Series 10, Series 55, Series 63, FINRA, Financial Advisory, Investments, Portfolio Management, Financial Services, Securities, Retirement Planning, Wealth Management, Fixed Income, Retirement, Financial Analysis, 401k, Mutual Funds
Education
Pace University-Pleasantville/Briarcliff Campus
Saint John's University
BS, Communications
Yosuf Monis, MA, CSM's Charles Schwab Experience January 2014 - Present
Job Quality Assurance Lead
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Kaiser Permanente August 2010 - December 2013
Department of Health Care Policy and Financing July 2009 - June 2010
Skills
Data Analysis, Risk Management, Visio, Analysis, Process Improvement, Microsoft Excel, Requirements Analysis, Quality Assurance, Testing, Agile & Waterfall..., SDLC, Scrum, Team Management, Requirements Gathering, System Testing, Software Documentation, Quality Center, MS Project, Software Development, SharePoint, HP Quality Center, Microsoft Project
Education
University of Colorado Denver 2008 — 2010
MA, Economics
Oregon State University 1999 — 2004
BS, Marketing Research
Universität Konstanz 2001 — 2002
Exchange Program
Charles Schwab January 2014 - Present
Kaiser Permanente August 2010 - December 2013
Department of Health Care Policy and Financing July 2009 - June 2010
Skills
Data Analysis, Risk Management, Visio, Analysis, Process Improvement, Microsoft Excel, Requirements Analysis, Quality Assurance, Testing, Agile & Waterfall..., SDLC, Scrum, Team Management, Requirements Gathering, System Testing, Software Documentation, Quality Center, MS Project, Software Development, SharePoint, HP Quality Center, Microsoft Project
Education
University of Colorado Denver 2008 — 2010
MA, Economics
Oregon State University 1999 — 2004
BS, Marketing Research
Universität Konstanz 2001 — 2002
Exchange Program
Josh Sha's Charles Schwab Experience August 2000 - August 2009
Job Desktop & Video Conference Support Specialist
Industry Information Technology and Services
Experience
CompuCom at Chevron March 2014 - Present
Robert Half-Compucom-Chevron October 2013 - March 2014
Silicon Valley Peripherals August 2013 - October 2013
SF Language Acadamy June 2011 - June 2013
Charles Schwab August 2000 - August 2009
Actiontec Electronics January 2000 - August 2000
TopPro September 1998 - December 1999
Weishi Inc., DBA Double Rainbow Ice Cream May 1995 - February 1998
Skills
Business Analysis, Translation, Quality Assurance, Windows 7, Management, Teaching, Microsoft Office, Troubleshooting, Active Directory, SharePoint, Customer Service, Leadership, Windows Server, Windows, Software Documentation, Agile Methodologies, SDLC, Analysis, Cisco VPN, Mobile Devices, Remote Access, Windows 8, Printers, LAN-WAN, Computer Hardware, WebEx
Education
Ohlone College 1998 — 1999
CCNA, CCNA
State University of New York College at Buffalo 1990 — 1994
BS, Hotel, Restaurant Management
CompuCom at Chevron March 2014 - Present
Robert Half-Compucom-Chevron October 2013 - March 2014
Silicon Valley Peripherals August 2013 - October 2013
SF Language Acadamy June 2011 - June 2013
Charles Schwab August 2000 - August 2009
Actiontec Electronics January 2000 - August 2000
TopPro September 1998 - December 1999
Weishi Inc., DBA Double Rainbow Ice Cream May 1995 - February 1998
Skills
Business Analysis, Translation, Quality Assurance, Windows 7, Management, Teaching, Microsoft Office, Troubleshooting, Active Directory, SharePoint, Customer Service, Leadership, Windows Server, Windows, Software Documentation, Agile Methodologies, SDLC, Analysis, Cisco VPN, Mobile Devices, Remote Access, Windows 8, Printers, LAN-WAN, Computer Hardware, WebEx
Education
Ohlone College 1998 — 1999
CCNA, CCNA
State University of New York College at Buffalo 1990 — 1994
BS, Hotel, Restaurant Management
Kiranmai Nukala's Charles Schwab Experience February 2012 - Present
Job
Industry Computer Software
Experience
Charles Schwab February 2012 - Present
Charles Schwab June 2011 - February 2012
Accenture Technology Solutions February 2009 - March 2011
Brocade Communications Inc November 2006 - December 2008
Education
Osmania University 1999 — 2002
MCA, Computers
Charles Schwab February 2012 - Present
Charles Schwab June 2011 - February 2012
Accenture Technology Solutions February 2009 - March 2011
Brocade Communications Inc November 2006 - December 2008
Education
Osmania University 1999 — 2002
MCA, Computers
Bindu Rachakonda's Charles Schwab Experience January 1999 - October 1999
Job Consultant Performance Engineer at EMC
Industry Computer Software
Experience
Workday April 2015 - Present
EMC July 2010 - March 2015
Oracle March 2003 - June 2010
IBM October 1999 - March 2003
Charles Schwab January 1999 - October 1999
Skills
Java Enterprise Edition, Oracle, Unix, Agile Methodologies, Java, Enterprise Architecture, Solution Architecture, Software Development, Cloud Computing, SOA, Tomcat, XML, Enterprise Software, Web Services
Education
Osmania University
BS, Computer Science
Workday April 2015 - Present
EMC July 2010 - March 2015
Oracle March 2003 - June 2010
IBM October 1999 - March 2003
Charles Schwab January 1999 - October 1999
Skills
Java Enterprise Edition, Oracle, Unix, Agile Methodologies, Java, Enterprise Architecture, Solution Architecture, Software Development, Cloud Computing, SOA, Tomcat, XML, Enterprise Software, Web Services
Education
Osmania University
BS, Computer Science
Srinivas Myana's Charles Schwab Experience January 2012 - Present
Job Sr. Database Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2012 - Present
EA July 2009 - December 2011
Cisco Systems April 2004 - July 2009
Skills
Business Objects, WebIntelligence, Data Warehousing, Analysis, Business Intelligence, Crystal Reports, Data Migration, Databases, Web Intelligence
Education
Osmania University 1991 — 1994
Masters, Computer Science
Charles Schwab January 2012 - Present
EA July 2009 - December 2011
Cisco Systems April 2004 - July 2009
Skills
Business Objects, WebIntelligence, Data Warehousing, Analysis, Business Intelligence, Crystal Reports, Data Migration, Databases, Web Intelligence
Education
Osmania University 1991 — 1994
Masters, Computer Science
Ryan L. Galmarini's Charles Schwab Experience July 2013 - Present
Job Sr. Team Manager Advice at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Charles Schwab & Co., Inc. December 2005 - June 2013
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Series 63, Relationship Management, Series 7, 401k, Asset Allocation, Retirement, Public Speaking, Leadership
Education
Oral Roberts University 1997 — 2001
Bachelor of Science, Business Administration
Charles Schwab July 2013 - Present
Charles Schwab & Co., Inc. December 2005 - June 2013
Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Series 63, Relationship Management, Series 7, 401k, Asset Allocation, Retirement, Public Speaking, Leadership
Education
Oral Roberts University 1997 — 2001
Bachelor of Science, Business Administration
Elaine Bernarding's Charles Schwab Experience October 1993 - September 2005
Job Technical Service Representative
Industry Consumer Services
Experience
Dishnetwork October 2008 - Present
Charles Schwab October 1993 - September 2005
Education
Penn State University 1971 — 1977
BS, Human Development
Dishnetwork October 2008 - Present
Charles Schwab October 1993 - September 2005
Education
Penn State University 1971 — 1977
BS, Human Development
Julie Habermann's Charles Schwab Experience January 2015 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Merrill Lynch December 2013 - January 2015
P3S Corporation December 2011 - April 2013
ITT Exelis May 2010 - December 2011
Lowe's May 2002 - February 2008
Food Lion May 1998 - May 2002
Food Lion December 1995 - May 1998
Skills
Business Development, Government Contracting, Proposal Writing, Cross-functional Team..., Project Management, Project Planning, Team Building, Training, Program Management, Budgets, Interviews, Risk Assessment, Personnel Management, Strategic Planning, Management, Financial Management...
Education
Old Dominion University
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab January 2015 - Present
Merrill Lynch December 2013 - January 2015
P3S Corporation December 2011 - April 2013
ITT Exelis May 2010 - December 2011
Lowe's May 2002 - February 2008
Food Lion May 1998 - May 2002
Food Lion December 1995 - May 1998
Skills
Business Development, Government Contracting, Proposal Writing, Cross-functional Team..., Project Management, Project Planning, Team Building, Training, Program Management, Budgets, Interviews, Risk Assessment, Personnel Management, Strategic Planning, Management, Financial Management...
Education
Old Dominion University
Bachelor of Science (BS), Business Administration and Management, General
Jeff Fransen's Charles Schwab Experience June 2015 - Present
Job Sr. Manager, Market Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
BECU August 2012 - June 2015
Catalyst Strategic Solutions (Formerly Southwest Corporate FCU Investment Services) July 2007 - August 2012
MidFirst Bank January 2006 - July 2007
Skills
ALM, Financial Analysis, Risk Management, Financial Modeling, Valuation, Excel, Word, PowerPoint, Microsoft Excel, Interest Rate Risk..., Finance, Forecasting, Analysis, Access, Treasury, Portfolio Management, Management
Education
Oklahoma State University 2002 — 2006
BA, Business Administration; Double major Economics and Marketing
Charles Schwab June 2015 - Present
BECU August 2012 - June 2015
Catalyst Strategic Solutions (Formerly Southwest Corporate FCU Investment Services) July 2007 - August 2012
MidFirst Bank January 2006 - July 2007
Skills
ALM, Financial Analysis, Risk Management, Financial Modeling, Valuation, Excel, Word, PowerPoint, Microsoft Excel, Interest Rate Risk..., Finance, Forecasting, Analysis, Access, Treasury, Portfolio Management, Management
Education
Oklahoma State University 2002 — 2006
BA, Business Administration; Double major Economics and Marketing
Nicholas Kominsky's Charles Schwab Experience January 1993 - January 2002
Job Real Estate Agent at Century 21 Action Plus Realty
Industry Real Estate
Experience
Century 21 Action Plus Realty June 2002 - Present
Century 21 Action Plus Realty March 2002 - Present
Century21 Action Plus Realty 2001 - Present
Charles Schwab January 1993 - January 2002
Skills
Real Estate, Single Family Homes, Sellers, First Time Home Buyers, Short Sales, New Home Sales, Condos, Relocation Buyers, Relocation, Rentals, Listing Homes, Luxury, Commercial Real Estate, Move Up Buyers, Investors, Real Estate Transactions, Buyer Representation, Referrals, Foreclosures, Selling, REO, New Homes, Listings, Residential Homes, Waterfront, Investment Properties, Townhomes
Education
Pace University 1970 — 1972
Business/Commerce, General
Clifton H. S.
Century 21 Action Plus Realty June 2002 - Present
Century 21 Action Plus Realty March 2002 - Present
Century21 Action Plus Realty 2001 - Present
Charles Schwab January 1993 - January 2002
Skills
Real Estate, Single Family Homes, Sellers, First Time Home Buyers, Short Sales, New Home Sales, Condos, Relocation Buyers, Relocation, Rentals, Listing Homes, Luxury, Commercial Real Estate, Move Up Buyers, Investors, Real Estate Transactions, Buyer Representation, Referrals, Foreclosures, Selling, REO, New Homes, Listings, Residential Homes, Waterfront, Investment Properties, Townhomes
Education
Pace University 1970 — 1972
Business/Commerce, General
Clifton H. S.
Joni Park's Charles Schwab Experience 2011 - Present
Job Managed Account Operations Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Pinnace Advisors Group 2005 - 2009
RBC Dain Raucher 1991 - 2005
Skills
Series 7, Series 63, series 8, Series 4
Education
Ottawa University-Phoenix 2006 — 2008
Bachelors, Psychology
Charles Schwab 2011 - Present
Pinnace Advisors Group 2005 - 2009
RBC Dain Raucher 1991 - 2005
Skills
Series 7, Series 63, series 8, Series 4
Education
Ottawa University-Phoenix 2006 — 2008
Bachelors, Psychology
Robert Patz's Charles Schwab Experience November 2014 - Present
Job Senior Trust Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
SEI October 2012 - November 2014
XFINITY Live! Philadelphia March 2012 - December 2012
Walt Disney World January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Business Analysis, Change Management, Business Strategy, Accounting, Strategic Financial...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University
Business Management
Charles Schwab November 2014 - Present
SEI October 2012 - November 2014
XFINITY Live! Philadelphia March 2012 - December 2012
Walt Disney World January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Business Analysis, Change Management, Business Strategy, Accounting, Strategic Financial...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University
Business Management
Edward Leo's Charles Schwab Experience January 2012 - September 2014
Job Vice President & Relationship Manager @ Reliance Trust Company of Delaware
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science
Reliance Trust Company an FIS Company September 2014 - Present
Charles Schwab January 2012 - September 2014
The Advisory Trust Company of Delaware January 2008 - 2012
Wilmington Trust 1999 - 2008
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth, Estate Planning, Asset Allocation, Portfolio Management, Trust Services, Banking, Investment Advisory, Asset Management, Investments, Wealth Management...
Education
Penn State University 1992 — 1998
Bachelors, Computer Science
Ove Valseth's Charles Schwab Experience May 2006 - Present
Job Trade Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2006 - Present
Kershner Trading Group August 2005 - May 2006
Greentree Brokerage Services, Inc May 2005 - June 2005
Quaker Securities, Inc July 2001 - April 2005
Vanguard Group January 1999 - June 2001
Skills
Trading, Series 7, Equities, Series 63, Securities, FINRA, Options, Trading Systems, Electronic Trading, Bloomberg, Options Strategies, Equity Trading, Series 4, Series 55, FX trading
Education
Penn State University 1993 — 1998
B.A
Charles Schwab May 2006 - Present
Kershner Trading Group August 2005 - May 2006
Greentree Brokerage Services, Inc May 2005 - June 2005
Quaker Securities, Inc July 2001 - April 2005
Vanguard Group January 1999 - June 2001
Skills
Trading, Series 7, Equities, Series 63, Securities, FINRA, Options, Trading Systems, Electronic Trading, Bloomberg, Options Strategies, Equity Trading, Series 4, Series 55, FX trading
Education
Penn State University 1993 — 1998
B.A
Aesha Shah's Charles Schwab Experience December 2014 - Present
Job Web Developer
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
LearnSomething - A Xerox Company February 2013 - Present
Paltech 2011 - 2013
Lean Institute August 2009 - May 2011
Old Dominion University August 2007 - December 2008
Skills
ActionScript, JavaScript, XML, HTML, SCORM, Databases, PHP, CSS, MySQL, CSS3, Dreamweaver, E-Learning, Flex, Microsoft SQL Server, Java, Web Applications, Flash Animation, phpMyAdmin, HTML 5, Database Design, FrontPage, Adobe Presenter, Tortoise SVN, Flash, Instructional Design, Training, Technical Writing
Education
Old Dominion University
Charles Schwab December 2014 - Present
LearnSomething - A Xerox Company February 2013 - Present
Paltech 2011 - 2013
Lean Institute August 2009 - May 2011
Old Dominion University August 2007 - December 2008
Skills
ActionScript, JavaScript, XML, HTML, SCORM, Databases, PHP, CSS, MySQL, CSS3, Dreamweaver, E-Learning, Flex, Microsoft SQL Server, Java, Web Applications, Flash Animation, phpMyAdmin, HTML 5, Database Design, FrontPage, Adobe Presenter, Tortoise SVN, Flash, Instructional Design, Training, Technical Writing
Education
Old Dominion University
Cathryn Dana's Charles Schwab Experience 2000 - 2002
Job Vice President at State Street
Industry Financial Services
Experience
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
State Street February 2004 - Present
Investors Bank & Trust 2002 - 2004
Charles Schwab 2000 - 2002
KPMG 1992 - 1999
Education
Penn State University 1988 — 1992
B.S., Accounting
Sean McGree's Charles Schwab Experience August 2006 - November 2007
Job Operations Analyst at Key Equipment Finance
Industry Financial Services
Experience
Key Equipment Finance March 2012 - Present
Key Equipment Finance November 2007 - March 2012
Charles Schwab August 2006 - November 2007
Skills
Finance
Education
Ohio Wesleyan University 2001 — 2005
Ba, Politics and Government
Key Equipment Finance March 2012 - Present
Key Equipment Finance November 2007 - March 2012
Charles Schwab August 2006 - November 2007
Skills
Finance
Education
Ohio Wesleyan University 2001 — 2005
Ba, Politics and Government
Lynne Friedwald's Charles Schwab Experience June 2003 - June 2010
Job Producing Branch Manager
Industry Financial Services
Experience
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Scottrade March 2015 - Present
Td Ameritrade June 2010 - March 2015
Charles Schwab June 2003 - June 2010
Charles Schwab June 2003 - June 2010
Skills
Comprehensive Wealth..., Series 66, FINRA, Managed Accounts, Insurance Planning, IRA's, Wealth Preservation..., Investment Strategies, Financial Advisory, Series 24, Alternative Investments, Financial Services, Investments, Uniform Combined State...
Education
Pace University
Pushpa Anne's Charles Schwab Experience August 2011 - May 2012
Job Software QA Engineer at CocaCola, Atlanta, GA
Industry Information Technology and Services
Experience
Coca-Cola, Atlanta, GA August 2014 - Present
Abbott May 2012 - July 2014
Charles Schwab August 2011 - May 2012
ADP 2008 - 2011
Skills
Software Documentation, SDLC, Validation, Software Quality..., Quality Assurance, Training, Business Intelligence, Testing, Requirements Analysis, SharePoint, Agile Methodologies, Business Analysis
Education
Osmania University 1990 — 1993
Bachelor’s Degree
Coca-Cola, Atlanta, GA August 2014 - Present
Abbott May 2012 - July 2014
Charles Schwab August 2011 - May 2012
ADP 2008 - 2011
Skills
Software Documentation, SDLC, Validation, Software Quality..., Quality Assurance, Training, Business Intelligence, Testing, Requirements Analysis, SharePoint, Agile Methodologies, Business Analysis
Education
Osmania University 1990 — 1993
Bachelor’s Degree
Andrew Tompkins's Charles Schwab Experience December 2014 - Present
Job Client Services Specialist at Charles Schwab
Industry Publishing
Experience
Charles Schwab December 2014 - Present
Paratext January 2013 - December 2014
Skills
Information Science, Academic Publishing, Lead Generation, Microsoft Office, Strategic Planning, Microsoft Excel, Business Strategy, Budgets, Process Improvement, Publishing
Education
Old Dominion University 2008 — 2012
Bachelor of Science (BS), Management, Sociology
McLean High School 2004 — 2008
Charles Schwab December 2014 - Present
Paratext January 2013 - December 2014
Skills
Information Science, Academic Publishing, Lead Generation, Microsoft Office, Strategic Planning, Microsoft Excel, Business Strategy, Budgets, Process Improvement, Publishing
Education
Old Dominion University 2008 — 2012
Bachelor of Science (BS), Management, Sociology
McLean High School 2004 — 2008
Franklin Roberts's Charles Schwab Experience June 2011 - Present
Job Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Education
Park University 2001 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Charles Schwab June 2011 - Present
Education
Park University 2001 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
bruce hurst's Charles Schwab Experience March 1996 - July 2001
Job Flight Attendant Supervisor at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines January 2005 - Present
Southwest Airlines January 2005 - Present
Charles Schwab March 1996 - July 2001
Education
Phoenix College 1989 — 1991
Oklahoma Baptist University 1987 — 1988
Seminole State College (Oklahoma) 1984 — 1987
Associate's Degree
Southwest Airlines January 2005 - Present
Southwest Airlines January 2005 - Present
Charles Schwab March 1996 - July 2001
Education
Phoenix College 1989 — 1991
Oklahoma Baptist University 1987 — 1988
Seminole State College (Oklahoma) 1984 — 1987
Associate's Degree
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank