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
Ashley Soso Ashley Soso's Charles Schwab Experience November 2011 - January 2013
Job HR Generalist Western Region and Corporate Office
Industry Human Resources
Experience
Taylor Morrison December 2014 - Present
Taylor Morrison August 2013 - December 2014
Charles Schwab November 2011 - January 2013
Hilton Worldwide August 2010 - November 2011
Skills
Customer Service, Customer Satisfaction, Human Resources, Teamwork, Customer Retention, Leadership, Business Planning, Business Strategy, Organizational..., Microsoft Excel, PeopleSoft, Business Analysis, Communication, Marketing Communications, Marketing Strategy, Strategic Leadership, Workday, ADP HRB, Hardwork, Microsoft Office, Microsoft Word
Education
Portland State University 2009 — 2011
Social Sciene, Business, 3.4
Taylor Morrison December 2014 - Present
Taylor Morrison August 2013 - December 2014
Charles Schwab November 2011 - January 2013
Hilton Worldwide August 2010 - November 2011
Skills
Customer Service, Customer Satisfaction, Human Resources, Teamwork, Customer Retention, Leadership, Business Planning, Business Strategy, Organizational..., Microsoft Excel, PeopleSoft, Business Analysis, Communication, Marketing Communications, Marketing Strategy, Strategic Leadership, Workday, ADP HRB, Hardwork, Microsoft Office, Microsoft Word
Education
Portland State University 2009 — 2011
Social Sciene, Business, 3.4
Lori Teller Lori Teller's Charles Schwab Experience June 1991 - July 1993
Job On Sabbatical/ "retired"
Industry Human Resources
Experience
NetApp April 2012 - July 2015
Chevron July 2010 - March 2012
Chevron January 2008 - March 2012
Breakthrough Consulting June 2000 - December 2007
Growth Technologies July 1993 - May 1999
Charles Schwab June 1991 - July 1993
Hewlett-Packard July 1987 - June 1991
Pepperdine University 1986 - 1987
Skills
Organizational Design, Change Management, Culture Change, Career Development, Workshop Facilitation, Performance Improvement, 360 Feedback, Business Process..., Process Improvement, organizational..., Team Development, Bring clarity and..., Human Resources, Talent Management, Process Engineering, Coaching, Organizational..., Leadership, Thought Leadership, Management Consulting, Strategic Thinking, Personnel Management, Critical Thinking, Leadership Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MSOD, Organization Development
University of California, Berkeley
BA, Social Sciences & Spanish
NetApp April 2012 - July 2015
Chevron July 2010 - March 2012
Chevron January 2008 - March 2012
Breakthrough Consulting June 2000 - December 2007
Growth Technologies July 1993 - May 1999
Charles Schwab June 1991 - July 1993
Hewlett-Packard July 1987 - June 1991
Pepperdine University 1986 - 1987
Skills
Organizational Design, Change Management, Culture Change, Career Development, Workshop Facilitation, Performance Improvement, 360 Feedback, Business Process..., Process Improvement, organizational..., Team Development, Bring clarity and..., Human Resources, Talent Management, Process Engineering, Coaching, Organizational..., Leadership, Thought Leadership, Management Consulting, Strategic Thinking, Personnel Management, Critical Thinking, Leadership Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MSOD, Organization Development
University of California, Berkeley
BA, Social Sciences & Spanish
Char Levitt Char Levitt's Charles Schwab Experience January 1999 - January 2010
Job Director at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente March 2014 - Present
Kaiser Permanente June 2010 - Present
Charles Schwab January 1999 - January 2010
Levi Strauss & Co. 1990 - 1998
Skills
Business Analysis, Configuration Management, Healthcare, IT Management, IT Service Management, ITIL, Integration, Leadership, Management, Program Management, Project Management, SDLC, Security, Software Development, Supply Chain, Vendor Management, Change Management, Disaster Recovery, Enterprise Software, IT Strategy
Education
University of Arizona 1980 — 1982
Physical Education
Pima Community College 1978 — 1980
Media Technology and Communications
Kaiser Permanente March 2014 - Present
Kaiser Permanente June 2010 - Present
Charles Schwab January 1999 - January 2010
Levi Strauss & Co. 1990 - 1998
Skills
Business Analysis, Configuration Management, Healthcare, IT Management, IT Service Management, ITIL, Integration, Leadership, Management, Program Management, Project Management, SDLC, Security, Software Development, Supply Chain, Vendor Management, Change Management, Disaster Recovery, Enterprise Software, IT Strategy
Education
University of Arizona 1980 — 1982
Physical Education
Pima Community College 1978 — 1980
Media Technology and Communications
Nikki Polistina, CFP® Nikki Polistina, CFP®'s Charles Schwab Experience May 2013 - Present
Job Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2013 - Present
Girard Partners May 2006 - April 2013
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Asset Management, Retirement, Investment Strategies, Retirement Planning
Education
Penn State University 1999 — 2003
BS, Finance
Charles Schwab May 2013 - Present
Girard Partners May 2006 - April 2013
Ameriprise Financial Services, Inc. January 2005 - March 2006
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Investment Management, Asset Management, Retirement, Investment Strategies, Retirement Planning
Education
Penn State University 1999 — 2003
BS, Finance
Andrei Egorov Andrei Egorov's Charles Schwab Experience March 2010 - Present
Job Managing Director, Risk Analytics/Stress Testing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab October 2008 - March 2010
Columbia Credit Union February 2006 - October 2008
Eastern Bank October 1999 - February 2006
Skills
Finance, Treasury, Risk Management, Financial Services, Banking, Credit Unions, Interest Rate Risk..., ALM, Stress Testing, CCAR, Accounting, Financial Analysis, Financial Modeling, Cash Management, Investments, Budgets, Analysis, Forecasting, Treasury Management, Financial Risk, Credit Risk, Bloomberg, Corporate Finance, Agile Methodologies, Quality Center, SDLC, User Acceptance Testing
Education
Suffolk University - Sawyer Business School 1996 — 1998
Master of Science (MS), Finance, General
Peoples’ Friendship University of Russia 1994 — 1996
Master of Science (MS), Economics
Charles Schwab March 2010 - Present
Charles Schwab October 2008 - March 2010
Columbia Credit Union February 2006 - October 2008
Eastern Bank October 1999 - February 2006
Skills
Finance, Treasury, Risk Management, Financial Services, Banking, Credit Unions, Interest Rate Risk..., ALM, Stress Testing, CCAR, Accounting, Financial Analysis, Financial Modeling, Cash Management, Investments, Budgets, Analysis, Forecasting, Treasury Management, Financial Risk, Credit Risk, Bloomberg, Corporate Finance, Agile Methodologies, Quality Center, SDLC, User Acceptance Testing
Education
Suffolk University - Sawyer Business School 1996 — 1998
Master of Science (MS), Finance, General
Peoples’ Friendship University of Russia 1994 — 1996
Master of Science (MS), Economics
Buzz Brown Buzz Brown's Charles Schwab Experience May 2002 - August 2004
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
JPMorgan Chase May 2014 - August 2015
Integrated Wealth Counsel November 2009 - October 2011
Grassi Investment Management August 2004 - October 2009
Charles Schwab May 2002 - August 2004
Salomon Smith Barney October 2000 - April 2002
Skills
Series 6, Series, Series 65, Investments, Portfolio Management, Retirement, Finance, Financial Advisory, Business Development, Wealth Management, Retirement Planning, Investment Management, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Series 63, Estate Planning, 401k, Wealth, Solar Energy, Solar PV, Solar Power, Uniform Combined State..., Wealth Management..., CRM, Electric Vehicles, Inverters, Net Energy Metering, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science, Business Administration
Brentwood School
University of California, Berkeley
Merrill Lynch August 2015 - Present
JPMorgan Chase May 2014 - August 2015
Integrated Wealth Counsel November 2009 - October 2011
Grassi Investment Management August 2004 - October 2009
Charles Schwab May 2002 - August 2004
Salomon Smith Barney October 2000 - April 2002
Skills
Series 6, Series, Series 65, Investments, Portfolio Management, Retirement, Finance, Financial Advisory, Business Development, Wealth Management, Retirement Planning, Investment Management, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Series 63, Estate Planning, 401k, Wealth, Solar Energy, Solar PV, Solar Power, Uniform Combined State..., Wealth Management..., CRM, Electric Vehicles, Inverters, Net Energy Metering, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science, Business Administration
Brentwood School
University of California, Berkeley
Carlos A. Godinez Carlos A. Godinez's Charles Schwab Experience March 2004 - August 2004
Job Lead PHP/Drupal Developer at Johnson & Johnson
Industry Computer Software
Experience
Johnson & Johnson August 2015 - Present
TimeInc January 2013 - June 2015
Time Inc April 2007 - December 2012
Kaiser Permante. September 2004 - November 2006
Charles Schwab March 2004 - August 2004
Sun Microsystems December 1997 - February 2004
SunSoft - SunMicrosystem December 1995 - November 1996
Sun Microsystems April 1993 - November 1995
Pyramid Technology February 1991 - March 1993
Informix January 1988 - January 1989
Skills
Unix, Software Development, Solaris, Software Engineering, Storage, Performance Tuning, System Administration, Oracle, Programming, XML, Linux, SQL, Subversion, JavaScript, Java, MySQL, Requirements Analysis, Web Applications, SDLC, Perl, Agile Methodologies, Capacity Planning, Vignette CMS, Web Development, Apache, Tomcat, Quality Assurance, Enterprise Architecture, XSLT, Java Enterprise Edition, Architectures, Scrum, Weblogic, AJAX, Perl Script, Spring, Shell Scripting, Web Services, REST
Education
ESAN Graduate School of Business
Specialization on Accounting and Finance
Pontificia Universidad Católica del Perú
Bachelor’s Degree, Economics
Johnson & Johnson August 2015 - Present
TimeInc January 2013 - June 2015
Time Inc April 2007 - December 2012
Kaiser Permante. September 2004 - November 2006
Charles Schwab March 2004 - August 2004
Sun Microsystems December 1997 - February 2004
SunSoft - SunMicrosystem December 1995 - November 1996
Sun Microsystems April 1993 - November 1995
Pyramid Technology February 1991 - March 1993
Informix January 1988 - January 1989
Skills
Unix, Software Development, Solaris, Software Engineering, Storage, Performance Tuning, System Administration, Oracle, Programming, XML, Linux, SQL, Subversion, JavaScript, Java, MySQL, Requirements Analysis, Web Applications, SDLC, Perl, Agile Methodologies, Capacity Planning, Vignette CMS, Web Development, Apache, Tomcat, Quality Assurance, Enterprise Architecture, XSLT, Java Enterprise Edition, Architectures, Scrum, Weblogic, AJAX, Perl Script, Spring, Shell Scripting, Web Services, REST
Education
ESAN Graduate School of Business
Specialization on Accounting and Finance
Pontificia Universidad Católica del Perú
Bachelor’s Degree, Economics
Michael Vandenburg, CFP® Michael Vandenburg, CFP®'s Charles Schwab Experience June 1995 - January 2002
Job
Industry Financial Services
Experience
Coast Wealth Management October 2003 - Present
Charles Schwab June 1995 - January 2002
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Public Speaking, PowerPoint, Financial Analysis, Negotiation, Investments, Research, Team Building, Outlook, Management, Banking, Sales, Risk Management, Wealth Management, Strategic Financial..., Financial Advisory
Education
Point Loma Nazarene University 1987 — 1992
Bachelor's degree, Business Administration and Management
Coast Wealth Management October 2003 - Present
Charles Schwab June 1995 - January 2002
Skills
Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Budgets, Microsoft Word, Public Speaking, PowerPoint, Financial Analysis, Negotiation, Investments, Research, Team Building, Outlook, Management, Banking, Sales, Risk Management, Wealth Management, Strategic Financial..., Financial Advisory
Education
Point Loma Nazarene University 1987 — 1992
Bachelor's degree, Business Administration and Management
Scott Halliwell, CFP® Scott Halliwell, CFP®'s Charles Schwab Experience March 2006 - January 2009
Job Financial Readiness Program Lead at The USAA Educational Foundation
Industry Financial Services
Experience
The USAA Educational Foundation March 2015 - Present
USAA January 2009 - March 2015
Charles Schwab March 2006 - January 2009
Citizens Investment Services February 2003 - March 2006
PNC March 2002 - February 2003
PNC December 2000 - March 2002
Ameriprise Financial Services, Inc. April 1999 - December 2000
Hantz Financial October 1997 - October 1998
Ameriprise Financial Services, Inc. April 1996 - October 1997
Ameriprise Financial Services, Inc. April 1993 - April 1996
Skills
Investments, Wealth, Financial Advisory, Series 7, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Personal Financial..., Corporate Communications, Social Media, Financial Services, Strategic Planning, Series 63, Series 24, Insurance, Customer Service, Series 65, Project Management, Internal Communications, Banking, Writing, Personal Finance, Spokesperson
Education
Penn State University 1986 — 1990
Bachelor's degree, Accounting
The USAA Educational Foundation March 2015 - Present
USAA January 2009 - March 2015
Charles Schwab March 2006 - January 2009
Citizens Investment Services February 2003 - March 2006
PNC March 2002 - February 2003
PNC December 2000 - March 2002
Ameriprise Financial Services, Inc. April 1999 - December 2000
Hantz Financial October 1997 - October 1998
Ameriprise Financial Services, Inc. April 1996 - October 1997
Ameriprise Financial Services, Inc. April 1993 - April 1996
Skills
Investments, Wealth, Financial Advisory, Series 7, Mutual Funds, Wealth Management, Public Speaking, Retirement Planning, Personal Financial..., Corporate Communications, Social Media, Financial Services, Strategic Planning, Series 63, Series 24, Insurance, Customer Service, Series 65, Project Management, Internal Communications, Banking, Writing, Personal Finance, Spokesperson
Education
Penn State University 1986 — 1990
Bachelor's degree, Accounting
John Michael Vinci John Michael Vinci's Charles Schwab Experience September 2012 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Fidelity Investments 2011 - September 2012
Education
Foothill High
Pepperdine University
Bachelors, Economics
Charles Schwab September 2012 - Present
Fidelity Investments 2011 - September 2012
Education
Foothill High
Pepperdine University
Bachelors, Economics
Carolyn Poach Carolyn Poach's Charles Schwab Experience January 1994 - January 1995
Job IT Professional , Sr Programmer Analystr
Industry Hospital & Health Care
Experience
Kaiser Permanente May 2007 - Present
Moda Health, formerly ODS January 2006 - April 2007
Fred Meyer 2004 - 2005
Regence BlueCross BlueShield of Oregon 2000 - 2001
Charles Schwab January 1994 - January 1995
ADP Dealer Services January 1990 - December 1994
Skills
COBOL, Materials Management, Software Documentation, Requirements Analysis, JCL, Purchasing, Accounts Payable, Healthcare Information..., DB2, Supply Chain, VSAM, SQL, Production Support, Analysis, CICS, Data Warehousing, Project Management, Business Analysis, Program Management, Process Improvement, SDLC
Education
Portland Community College 1984 — 1986
Associate's degree, Computer Science, 3.5
Portland State University
Economics
Kaiser Permanente May 2007 - Present
Moda Health, formerly ODS January 2006 - April 2007
Fred Meyer 2004 - 2005
Regence BlueCross BlueShield of Oregon 2000 - 2001
Charles Schwab January 1994 - January 1995
ADP Dealer Services January 1990 - December 1994
Skills
COBOL, Materials Management, Software Documentation, Requirements Analysis, JCL, Purchasing, Accounts Payable, Healthcare Information..., DB2, Supply Chain, VSAM, SQL, Production Support, Analysis, CICS, Data Warehousing, Project Management, Business Analysis, Program Management, Process Improvement, SDLC
Education
Portland Community College 1984 — 1986
Associate's degree, Computer Science, 3.5
Portland State University
Economics
Alana Moodie Alana Moodie's Charles Schwab Experience June 2000 - December 2001
Job Market ManagerPensacola, Panhandle Market at Humana
Industry Insurance
Experience
Humana March 2013 - Present
Humana May 2011 - February 2013
Wachovia January 2002 - May 2011
Charles Schwab June 2000 - December 2001
Skills
Sales, Insurance, Investments, Credit, Loans, Finance, Retirement Planning, Series 7, Mortgage Lending, Retirement, Customer Service
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Pensacola Junior College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Humana March 2013 - Present
Humana May 2011 - February 2013
Wachovia January 2002 - May 2011
Charles Schwab June 2000 - December 2001
Skills
Sales, Insurance, Investments, Credit, Loans, Finance, Retirement Planning, Series 7, Mortgage Lending, Retirement, Customer Service
Education
University of Central Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Pensacola Junior College 1996 — 1998
Associate of Arts (A.A.), Business Administration and Management, General
Megan Driscoll, CFP® Megan Driscoll, CFP®'s Charles Schwab Experience May 2012 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
Christina Quinones Christina Quinones's Charles Schwab Experience September 2011 - October 2011
Job Lead Medical Assistant at Drs. Goodman & Partridge, OB/GYN
Industry Medical Practice
Experience
Drs. Goodman & Partridge, OB/GYN March 2012 - Present
Progressive Financial Services 2012 - 2012
Charles Schwab September 2011 - October 2011
Education
Pima Medical Institute-Mesa 2011 — 2012
Certified Medical Assistant, Allied Health and Medical Assisting Services, 4.0
University of Phoenix 2007 — 2009
Drs. Goodman & Partridge, OB/GYN March 2012 - Present
Progressive Financial Services 2012 - 2012
Charles Schwab September 2011 - October 2011
Education
Pima Medical Institute-Mesa 2011 — 2012
Certified Medical Assistant, Allied Health and Medical Assisting Services, 4.0
University of Phoenix 2007 — 2009
Caroline Schmit Caroline Schmit's Charles Schwab Experience January 2006 - November 2010
Job Administrative Assistant
Industry Executive Office
Experience
Full Circle Autowash January 2011 - Present
Full Circle Autowash 2011 - 2011
Charles Schwab January 2006 - November 2010
Education
Phoenix College
Full Circle Autowash January 2011 - Present
Full Circle Autowash 2011 - 2011
Charles Schwab January 2006 - November 2010
Education
Phoenix College
Brian Ashbaugh's Charles Schwab Experience April 2014 - Present
Job Database Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2014 - Present
Simplexity January 2014 - March 2014
Decision Software August 2007 - January 2014
Rentway February 2000 - December 2006
Skills
Troubleshooting, Email Marketing, Microsoft SQL Server, Project Management, Databases, SSRS, Integration
Education
Pennsylvania State University-Erie Campus 1995 — 1999
BA, English
Charles Schwab April 2014 - Present
Simplexity January 2014 - March 2014
Decision Software August 2007 - January 2014
Rentway February 2000 - December 2006
Skills
Troubleshooting, Email Marketing, Microsoft SQL Server, Project Management, Databases, SSRS, Integration
Education
Pennsylvania State University-Erie Campus 1995 — 1999
BA, English
Kevin Lohry's Charles Schwab Experience August 2015 - Present
Job BSA/AML Analyst
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Promontory Financial Group, LLC April 2012 - March 2015
Professional Hockey Player July 2011 - November 2011
Princeton University Student Agencies - Moving and Storage April 2010 - April 2011
Coopera Consulting June 2010 - August 2010
Skills
Leadership, Budgets, Financial Modeling, Customer Service, Finance, Due Diligence, Strategic Consulting, Risk Reviews, Market Research, Strategic Planning, Data Analysis, Risk Management, Analysis, Economics, Financial Analysis, Compliance, Customer Relations, Budgeting, Anti Money Laundering, Investments
Education
Princeton University 2007 — 2011
Bachelor of Arts, Economics
Charles Schwab August 2015 - Present
Promontory Financial Group, LLC April 2012 - March 2015
Professional Hockey Player July 2011 - November 2011
Princeton University Student Agencies - Moving and Storage April 2010 - April 2011
Coopera Consulting June 2010 - August 2010
Skills
Leadership, Budgets, Financial Modeling, Customer Service, Finance, Due Diligence, Strategic Consulting, Risk Reviews, Market Research, Strategic Planning, Data Analysis, Risk Management, Analysis, Economics, Financial Analysis, Compliance, Customer Relations, Budgeting, Anti Money Laundering, Investments
Education
Princeton University 2007 — 2011
Bachelor of Arts, Economics
Gina Bailey, CPA, CFE, MBA Gina Bailey, CPA, CFE, MBA's Charles Schwab Experience August 1998 - May 2002
Job Senior Auditor for Educational Entities and Local Governments at Auditor General's Office, Florida
Industry Accounting
Experience
Auditor General's Office, State of Florida 2011 - Present
Sykes 2011 - 2011
Citi August 2009 - March 2010
DTCC December 2005 - July 2008
Citi August 2004 - November 2005
Charles Schwab August 1998 - May 2002
Wiese SAB 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Risk Management, Auditing, Financial Accounting, Banking, Variance Analysis, Internal Audit, Strategic Financial..., Financial Risk, Managerial Finance, Financial Audits, Corporate Finance, General Ledger, Finance, Cash Management, Accounts Payable, SEC filings, US GAAP, Enterprise Risk..., Investments, Treasury Management, Valuation, Hyperion Enterprise, External Audit, Financial Services, IFRS, Credit Risk, Sarbanes-Oxley, Consolidation, MIS, Cost Accounting, Financial Forecasting, Fixed Income, Certified Fraud Examiner
Education
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science, Accounting
University of Tampa - John H. Sykes College of Business 2002 — 2004
MBA, Finance
Pontificia Universidad Católica del Perú 1992 — 1993
Business, Business Administration and Management
Universidad Ricardo Palma 1986 — 1991
Bachelor of Arts, Translation
Auditor General's Office, State of Florida 2011 - Present
Sykes 2011 - 2011
Citi August 2009 - March 2010
DTCC December 2005 - July 2008
Citi August 2004 - November 2005
Charles Schwab August 1998 - May 2002
Wiese SAB 1995 - 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Accounting, Risk Management, Auditing, Financial Accounting, Banking, Variance Analysis, Internal Audit, Strategic Financial..., Financial Risk, Managerial Finance, Financial Audits, Corporate Finance, General Ledger, Finance, Cash Management, Accounts Payable, SEC filings, US GAAP, Enterprise Risk..., Investments, Treasury Management, Valuation, Hyperion Enterprise, External Audit, Financial Services, IFRS, Credit Risk, Sarbanes-Oxley, Consolidation, MIS, Cost Accounting, Financial Forecasting, Fixed Income, Certified Fraud Examiner
Education
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science, Accounting
University of Tampa - John H. Sykes College of Business 2002 — 2004
MBA, Finance
Pontificia Universidad Católica del Perú 1992 — 1993
Business, Business Administration and Management
Universidad Ricardo Palma 1986 — 1991
Bachelor of Arts, Translation
Douglas Frigon Douglas Frigon's Charles Schwab Experience May 1993 - February 1995
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Robert W. Baird & Co. July 2011 - Present
Stone & Youngberg September 2004 - July 2011
Braveheart Capital Management October 2000 - September 2004
Bank of America February 1995 - April 1999
Charles Schwab May 1993 - February 1995
LPL December 1989 - May 1993
Skills
ABS, Trading, Hedge Funds, Financial Structuring, Portfolio Management, Investments, Derivatives, Capital Markets, Equities, Asset Allocation, Fixed Income, Securities, Investment Advisory, Investment Strategies
Education
Penn State University 1987 — 1989
MBA, Finance
The University of Kansas 1980 — 1986
BFA, Industrial Design
Dana Harrison Dana Harrison's Charles Schwab Experience 1989 - 1998
Job Managing Director at Theatre Bay Area
Industry Civic & Social Organization
Experience
Theatre Bay Area December 2011 - Present
Post-Playa Productions 2005 - Present
Black Rock Arts Foundation 2005 - July 2014
DLH Consulting 2005 - December 2011
The Seasteading Institute 2010 - 2010
Planet Care/Global Health Access Program 1999 - 2005
Oakland Noodle Factory 1999 - 2005
Black Rock City, LLC 1998 - 2005
Charles Schwab 1989 - 1998
Bank of America 1981 - 1989
Skills
Grant Writing, Recruiting, Non-profits, Contract Management, Event Planning, HR Policies, Workshop Facilitation, Project Management, Training, Strategy, Volunteer Management, Budgets, Management, Fundraising, Nonprofits, Strategic Planning, Leadership, Entrepreneurship, Arts Administration, Theatre, Public Relations, Team Building, Coaching
Education
Princeton University 1977 — 1981
BA, History
Princeton University
Bachelor's degree
Theatre Bay Area December 2011 - Present
Post-Playa Productions 2005 - Present
Black Rock Arts Foundation 2005 - July 2014
DLH Consulting 2005 - December 2011
The Seasteading Institute 2010 - 2010
Planet Care/Global Health Access Program 1999 - 2005
Oakland Noodle Factory 1999 - 2005
Black Rock City, LLC 1998 - 2005
Charles Schwab 1989 - 1998
Bank of America 1981 - 1989
Skills
Grant Writing, Recruiting, Non-profits, Contract Management, Event Planning, HR Policies, Workshop Facilitation, Project Management, Training, Strategy, Volunteer Management, Budgets, Management, Fundraising, Nonprofits, Strategic Planning, Leadership, Entrepreneurship, Arts Administration, Theatre, Public Relations, Team Building, Coaching
Education
Princeton University 1977 — 1981
BA, History
Princeton University
Bachelor's degree
Mark Koester, PMP Mark Koester, PMP's Charles Schwab Experience September 2010 - April 2013
Job Senior Program/Project Manager at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard May 2013 - Present
Charles Schwab September 2010 - April 2013
Charles Schwab (through Sapphire Technologies) May 2010 - September 2010
Dell April 2007 - March 2009
AT&T (Cingular) August 1999 - November 2006
Skills
Agile, MS Project, Requirements Analysis, Business Analysis, PMP, Visio, Software Project..., SharePoint, Process Improvement, Business Intelligence, Vendor Management, Software Development, Data Warehousing, SQL, Documentation, Access, Databases, SDLC, Agile Methodologies, Program Management, Agile Project Management, Scrum, Certified Scrum Master..., Project Portfolio..., Microsoft Project
Education
St. Edward's University 2009 — 2009
A&IPM Project Management Intensive Certificate Program
Pennsylvania State University-Erie Campus 1974 — 1978
Hewlett-Packard May 2013 - Present
Charles Schwab September 2010 - April 2013
Charles Schwab (through Sapphire Technologies) May 2010 - September 2010
Dell April 2007 - March 2009
AT&T (Cingular) August 1999 - November 2006
Skills
Agile, MS Project, Requirements Analysis, Business Analysis, PMP, Visio, Software Project..., SharePoint, Process Improvement, Business Intelligence, Vendor Management, Software Development, Data Warehousing, SQL, Documentation, Access, Databases, SDLC, Agile Methodologies, Program Management, Agile Project Management, Scrum, Certified Scrum Master..., Project Portfolio..., Microsoft Project
Education
St. Edward's University 2009 — 2009
A&IPM Project Management Intensive Certificate Program
Pennsylvania State University-Erie Campus 1974 — 1978
Chauncey Howard Chauncey Howard's Charles Schwab Experience 2014 - 2014
Job Looking for opportunities
Industry Internet
Experience
None August 2009 - Present
LW Survey Company 2014 - 2014
Charles Schwab 2014 - 2014
Charles Schwab 2014 - 2014
Whiting Oil and Gas 2013 - 2013
Great West Life October 2004 - April 2005
Education
Prairie View A&M University 1989 — 1996
B.S., Computer Science
None August 2009 - Present
LW Survey Company 2014 - 2014
Charles Schwab 2014 - 2014
Charles Schwab 2014 - 2014
Whiting Oil and Gas 2013 - 2013
Great West Life October 2004 - April 2005
Education
Prairie View A&M University 1989 — 1996
B.S., Computer Science
Marc Gerdy Marc Gerdy's Charles Schwab Experience August 2011 - Present
Job Principal, Strategic Sourcing Enterprise IT / Immediate Past President ISMArizona
Industry Retail
Experience
Discount Tire March 2015 - Present
Charles Schwab August 2011 - Present
Skills
Procurement, Vendor Management, Project Management, Contract Management, Supply Management, Strategic Sourcing, ERP, Negotiation, Change Management, Program Management, Outsourcing, Purchasing, Supply Chain Management, Global Sourcing, Project Planning, Contract Negotiation, Budgets, Supply Chain, Risk Management, Cost Savings Strategies, IT Strategy, Management, Software Project..., Team Leadership, Strategy, Business Strategy, Leadership, Supplier Rationalization, Analysis, Cross-functional Team..., Training, Business Process..., Customer Service
Education
Pennsylvania State University-Erie Campus 1990 — 1994
BS
Discount Tire March 2015 - Present
Charles Schwab August 2011 - Present
Skills
Procurement, Vendor Management, Project Management, Contract Management, Supply Management, Strategic Sourcing, ERP, Negotiation, Change Management, Program Management, Outsourcing, Purchasing, Supply Chain Management, Global Sourcing, Project Planning, Contract Negotiation, Budgets, Supply Chain, Risk Management, Cost Savings Strategies, IT Strategy, Management, Software Project..., Team Leadership, Strategy, Business Strategy, Leadership, Supplier Rationalization, Analysis, Cross-functional Team..., Training, Business Process..., Customer Service
Education
Pennsylvania State University-Erie Campus 1990 — 1994
BS
Nicholas Caruso CFP® Nicholas Caruso CFP®'s Charles Schwab Experience July 2008 - Present
Job Senior VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2008 - Present
BlackRock 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Penn State University 2001 — 2005
Bachelor of Arts (BA), Economics
Charles Schwab July 2008 - Present
BlackRock 2007 - 2008
Merrill Lynch 2005 - 2007
Education
Penn State University 2001 — 2005
Bachelor of Arts (BA), Economics
Tim Forest Tim Forest's Charles Schwab Experience August 2004 - July 2013
Job Managing Director at DeVoe & Company
Industry Financial Services
Experience
DeVoe & Company March 2014 - Present
Resolved Consulting, LLC January 2014 - Present
Charles Schwab August 2004 - July 2013
Charles Schwab August 2001 - August 2004
McKinsey & Company July 1999 - August 2001
McKinsey & Company July 1995 - June 1997
Skills
Financial Services, Practice Management, Wealth Management, Portfolio Management, Business Analysis, Business Planning, Business Strategy, Financial Reporting, KPI Dashboards, Compensation Structure..., Financial Modeling, Business Writing, Benchmarking, Leadership, Program Management, Investments
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
Pomona College 1991 — 1995
Bachelor of Arts (BA), Mathematical Economics
DeVoe & Company March 2014 - Present
Resolved Consulting, LLC January 2014 - Present
Charles Schwab August 2004 - July 2013
Charles Schwab August 2001 - August 2004
McKinsey & Company July 1999 - August 2001
McKinsey & Company July 1995 - June 1997
Skills
Financial Services, Practice Management, Wealth Management, Portfolio Management, Business Analysis, Business Planning, Business Strategy, Financial Reporting, KPI Dashboards, Compensation Structure..., Financial Modeling, Business Writing, Benchmarking, Leadership, Program Management, Investments
Education
Stanford University Graduate School of Business 1997 — 1999
Master of Business Administration (MBA)
Pomona College 1991 — 1995
Bachelor of Arts (BA), Mathematical Economics
Paul Ayraud Paul Ayraud's Charles Schwab Experience April 2011 - April 2012
Job Microsoft .Net Web Developer
Industry Information Technology and Services
Experience
Informa May 2014 - Present
Barett-Jackson March 2013 - May 2014
eDoxUSA April 2012 - January 2013
Charles Schwab April 2011 - April 2012
Blue Cross Blue Shield of Arizona January 2004 - June 2011
CWIE INC January 2000 - January 2003
ASM AMERICA, INC January 1997 - January 2000
ASM America January 1991 - January 1997
Skills
VBScript, Microsoft SQL Server, Visual Basic, VBA, Databases, JavaScript, XML, C#, CSS, Visio, ASP.NET, jQuery, Visual Studio, LINQ, T-SQL, HTML, AJAX, Dreamweaver, MVC, Razor, ASP, .NET, Web Development, HTML 5, SQL, Programming, Tortoise SVN, IIS, Web Applications, TFS
Education
University of Phoenix 1998 — 2001
Bachelors, Science Information Technology, Specialty in Programming and Operating Systems
Phoenix College 1978 — 1980
Associates Science, Electronic Engineering Technology
Phoenix Christian
High School
Informa May 2014 - Present
Barett-Jackson March 2013 - May 2014
eDoxUSA April 2012 - January 2013
Charles Schwab April 2011 - April 2012
Blue Cross Blue Shield of Arizona January 2004 - June 2011
CWIE INC January 2000 - January 2003
ASM AMERICA, INC January 1997 - January 2000
ASM America January 1991 - January 1997
Skills
VBScript, Microsoft SQL Server, Visual Basic, VBA, Databases, JavaScript, XML, C#, CSS, Visio, ASP.NET, jQuery, Visual Studio, LINQ, T-SQL, HTML, AJAX, Dreamweaver, MVC, Razor, ASP, .NET, Web Development, HTML 5, SQL, Programming, Tortoise SVN, IIS, Web Applications, TFS
Education
University of Phoenix 1998 — 2001
Bachelors, Science Information Technology, Specialty in Programming and Operating Systems
Phoenix College 1978 — 1980
Associates Science, Electronic Engineering Technology
Phoenix Christian
High School
Tasha Hodges Tasha Hodges's Charles Schwab Experience June 2006 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab June 2006 - February 2009
Education
Phoenix College 2004 — 2006
Business
Charles Schwab June 2006 - February 2009
Education
Phoenix College 2004 — 2006
Business
David Bayri David Bayri's Charles Schwab Experience November 1993 - December 2004
Job Portfolio Manager at Northern Trust
Industry Banking
Experience
Northern Trust Corporation February 2014 - Present
SunTrust Bank June 2007 - February 2014
Bank of America January 2005 - May 2007
Charles Schwab November 1993 - December 2004
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Banking, Investment Management, Compliance, Derivatives, Economics, International Sales, Microsoft Office, New Business Development, Risk Assessment, Customer Service, Trading, Wealth Management..., Private Banking, Hedge Funds, High Net Worth..., Strategic Financial..., Wealth, Bonds, ETFs, Financial Advisory, Options, Cash Management, Portfolio Optimization, Relationship Management, Retirement, IRAs, Pensions, Structured Products, Fellowships, Asian Markets
Education
Florida Graduate Trust School, Florida Bankers Association 2009 — 2011
University of Miami 2008 — 2008
Certificate of Personal Financial Planning, Financial Planning and Services
Rollins College - Crummer Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1986 — 1990
Bachelor of Arts (BA), Economics
Northern Trust Corporation February 2014 - Present
SunTrust Bank June 2007 - February 2014
Bank of America January 2005 - May 2007
Charles Schwab November 1993 - December 2004
Skills
Portfolio Management, Wealth Management, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Asset Management, Mutual Funds, Fixed Income, Equities, Alternative Investments, Banking, Investment Management, Compliance, Derivatives, Economics, International Sales, Microsoft Office, New Business Development, Risk Assessment, Customer Service, Trading, Wealth Management..., Private Banking, Hedge Funds, High Net Worth..., Strategic Financial..., Wealth, Bonds, ETFs, Financial Advisory, Options, Cash Management, Portfolio Optimization, Relationship Management, Retirement, IRAs, Pensions, Structured Products, Fellowships, Asian Markets
Education
Florida Graduate Trust School, Florida Bankers Association 2009 — 2011
University of Miami 2008 — 2008
Certificate of Personal Financial Planning, Financial Planning and Services
Rollins College - Crummer Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1986 — 1990
Bachelor of Arts (BA), Economics
Scott Citron Scott Citron's Charles Schwab Experience January 2010 - Present
Job Charles Schwab, numerous roles
Industry Financial Services
Experience
Charles Schwab January 2010 - Present
Charles Schwab December 1993 - January 2010
Skills
Wealth, Asset Allocation, Finance, Series 63, Series 7, Wealth Accumulation, Retirement Planning, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Wealth Management, Financial Services, Retirement, Strategic Financial..., Portfolio Management, Securities
Education
Pitzer College 1973 — 1978
Bachelors, Politics and business
Beverly Hills High School 1973 — 1977
Charles Schwab January 2010 - Present
Charles Schwab December 1993 - January 2010
Skills
Wealth, Asset Allocation, Finance, Series 63, Series 7, Wealth Accumulation, Retirement Planning, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Wealth Management, Financial Services, Retirement, Strategic Financial..., Portfolio Management, Securities
Education
Pitzer College 1973 — 1978
Bachelors, Politics and business
Beverly Hills High School 1973 — 1977
John Burnside's Charles Schwab Experience 1998 - 2003
Job Reinforcing our client's mission to build significant personal wealth and to help finance a better world.
Industry Financial Services
Experience
Burnside Capital Management February 2004 - Present
Charles Schwab 1998 - 2003
Paine Webber 1993 - 1998
Skills
Investments, Entrepreneurship, Strategic Financial..., Portfolio Management, Asset Management, Financial Services, Financial Advisory, Emerging Markets, Financial Modeling, Equities, Financial Planning, Financial Analysis, Investment Advisory, Public Speaking, Management
Education
Portland State University - School of Business 1988 — 1993
Business, Business
Sherwood High School 1987 — 1988
High School
Central Catholic High School 1984 — 1986
High School
Burnside Capital Management February 2004 - Present
Charles Schwab 1998 - 2003
Paine Webber 1993 - 1998
Skills
Investments, Entrepreneurship, Strategic Financial..., Portfolio Management, Asset Management, Financial Services, Financial Advisory, Emerging Markets, Financial Modeling, Equities, Financial Planning, Financial Analysis, Investment Advisory, Public Speaking, Management
Education
Portland State University - School of Business 1988 — 1993
Business, Business
Sherwood High School 1987 — 1988
High School
Central Catholic High School 1984 — 1986
High School
Cristine So Cristine So's Charles Schwab Experience September 2002 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Union Bank July 2010 - Present
Charles Schwab September 2002 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Financial Services, Mutual Funds
Education
Chiang Kai Shek College
High School
Philippine School of Business Administration
BA, Marketing Management
Union Bank July 2010 - Present
Charles Schwab September 2002 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Financial Services, Mutual Funds
Education
Chiang Kai Shek College
High School
Philippine School of Business Administration
BA, Marketing Management
Myla Fairchild's Charles Schwab Experience May 2014 - February 2015
Job IT Technical Analyst
Industry Information Technology and Services
Experience
Charles Schwab May 2014 - February 2015
The ALARIS Group, Inc. November 2013 - May 2014
Phoenix College January 2013 - April 2013
Phoenix College August 2012 - January 2013
MindSpring February 1999 - June 1999
MicroAge September 1998 - February 1999
Skills
Technical Support, Troubleshooting, Computer Hardware, Microsoft Office, Access, Customer Service, Active Directory, Microsoft Word, Windows 7, Windows, Network Administration, Hardware, Switches, Disaster Recovery, Servers, Linux, Microsoft Excel, PowerPoint, Help Desk Support, Operating Systems, VMware, Windows XP, Laboratory Techniques, General Science, CompTIA A+ Certification, Mac OS, Sales, Public Speaking, Networking, Printers, WAN, Science, Call Centers, Laptops, Computer Repair, CompTIA A+
Education
Rio Salado College 2014 — 2014
Associate of Science (AS), Associate of Science (Physics) and Associate of Applied Science (Computer Science)
Phoenix College 2011 — 2013
Associate of Science (AS), Associate of Science (Physics) and AAS (Computer Science), 3.9
Charles Schwab May 2014 - February 2015
The ALARIS Group, Inc. November 2013 - May 2014
Phoenix College January 2013 - April 2013
Phoenix College August 2012 - January 2013
MindSpring February 1999 - June 1999
MicroAge September 1998 - February 1999
Skills
Technical Support, Troubleshooting, Computer Hardware, Microsoft Office, Access, Customer Service, Active Directory, Microsoft Word, Windows 7, Windows, Network Administration, Hardware, Switches, Disaster Recovery, Servers, Linux, Microsoft Excel, PowerPoint, Help Desk Support, Operating Systems, VMware, Windows XP, Laboratory Techniques, General Science, CompTIA A+ Certification, Mac OS, Sales, Public Speaking, Networking, Printers, WAN, Science, Call Centers, Laptops, Computer Repair, CompTIA A+
Education
Rio Salado College 2014 — 2014
Associate of Science (AS), Associate of Science (Physics) and Associate of Applied Science (Computer Science)
Phoenix College 2011 — 2013
Associate of Science (AS), Associate of Science (Physics) and AAS (Computer Science), 3.9
Iona Morgan Iona Morgan's Charles Schwab Experience June 1999 - October 2000
Job Licensed Attorney
Industry Law Practice
Experience
Gap Inc. November 2000 - July 2005
Charles Schwab June 1999 - October 2000
US Securities and Exchange Commission September 1997 - June 1999
Education
Pepperdine University School of Law 1994 — 1997
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1996
MBA, Finance
University of California, Los Angeles 1989 — 1993
BA, Political Science
Whitney High School
Gap Inc. November 2000 - July 2005
Charles Schwab June 1999 - October 2000
US Securities and Exchange Commission September 1997 - June 1999
Education
Pepperdine University School of Law 1994 — 1997
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1996
MBA, Finance
University of California, Los Angeles 1989 — 1993
BA, Political Science
Whitney High School
Lambert Bunker Lambert Bunker's Charles Schwab Experience 1995 - 2007
Job AthenaInvest
Industry Financial Services
Experience
AthenaInvest November 2009 - Present
Boys & Girls Clubs of Metro Denver January 2002 - Present
BusyLife Software January 2012 - January 2014
Integrated People Solutions October 2008 - November 2009
Primitive Logic March 2007 - October 2008
Charles Schwab 1995 - 2007
Charles Schwab 1995 - 2000
Wells Fargo Bank 1992 - 1995
1st Nationwide Bank 1987 - 1992
Bank Of America 1986 - 1987
Skills
Strategic Planning, Business Transformation, Product Development, Investments, Asset Management, Asset Managment, Sales, Management, Leadership, Strategy, Business Development, Business Strategy, Financial Services, Project Management, Entrepreneurship, Mobile Devices, Strategic Partnerships, Business Services, Marketing, E-commerce, Vendor Management, SaaS, Financial Analysis, Analysis, Start-ups, Executive Management, Management Consulting, Consulting, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1997
MBA
University of the Pacific 1982 — 1985
BS, Economics
AthenaInvest November 2009 - Present
Boys & Girls Clubs of Metro Denver January 2002 - Present
BusyLife Software January 2012 - January 2014
Integrated People Solutions October 2008 - November 2009
Primitive Logic March 2007 - October 2008
Charles Schwab 1995 - 2007
Charles Schwab 1995 - 2000
Wells Fargo Bank 1992 - 1995
1st Nationwide Bank 1987 - 1992
Bank Of America 1986 - 1987
Skills
Strategic Planning, Business Transformation, Product Development, Investments, Asset Management, Asset Managment, Sales, Management, Leadership, Strategy, Business Development, Business Strategy, Financial Services, Project Management, Entrepreneurship, Mobile Devices, Strategic Partnerships, Business Services, Marketing, E-commerce, Vendor Management, SaaS, Financial Analysis, Analysis, Start-ups, Executive Management, Management Consulting, Consulting, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1997
MBA
University of the Pacific 1982 — 1985
BS, Economics
Justin Cardoza Justin Cardoza's Charles Schwab Experience September 2000 - Present
Job Enterprise Batch Services Staff Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2000 - Present
Skills
Data Center, Disaster Recovery, SDLC
Education
Phoenix College 1991 — 1994
Charles Schwab September 2000 - Present
Skills
Data Center, Disaster Recovery, SDLC
Education
Phoenix College 1991 — 1994
Jennifer M. Davis Jennifer M. Davis's Charles Schwab Experience July 2015 - Present
Job Associate Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - April 2015
Brownson, Rehmus & Foxworth June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Analysis, Working With Clients, Teamwork, Communication, Critical Thinking, Making Deadlines
Education
Princeton University 2009 — 2013
AB, French, cum laude
Richmond-Burton Community High School 2005 — 2009
Valedictorian
Charles Schwab July 2015 - Present
Brownson, Rehmus & Foxworth July 2013 - April 2015
Brownson, Rehmus & Foxworth June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Analysis, Working With Clients, Teamwork, Communication, Critical Thinking, Making Deadlines
Education
Princeton University 2009 — 2013
AB, French, cum laude
Richmond-Burton Community High School 2005 — 2009
Valedictorian
Brian Devor Brian Devor's Charles Schwab Experience February 2007 - October 2007
Job Loan Forgiveness and Educational Funding Specialist
Industry Education Management
Experience
Student Resource USA August 2013 - Present
Everest College Phoenix February 2009 - February 2013
Home Loans November 2007 - November 2008
Charles Schwab February 2007 - October 2007
T Wireless October 2006 - February 2007
Skills
Lead Generation, Resume Writing, Career Counseling, College Recruiting, Leadership Development, Investment Properties, Customer Service, PowerPoint, Marketing, Applicant Tracking..., Microsoft Office, Sales, Team Building, Leadership, Social Media, Training, Staff Development, Strategy, Sales Management, Public Speaking, Social Networking, Salesforce.com, Social Media Marketing
Education
Phoenix College
Medical Coding - Hospital Based, Health Information/Medical Records Technology/Technician
University of Arizona 2001 — 2005
BA, Communication, Political Science
Student Resource USA August 2013 - Present
Everest College Phoenix February 2009 - February 2013
Home Loans November 2007 - November 2008
Charles Schwab February 2007 - October 2007
T Wireless October 2006 - February 2007
Skills
Lead Generation, Resume Writing, Career Counseling, College Recruiting, Leadership Development, Investment Properties, Customer Service, PowerPoint, Marketing, Applicant Tracking..., Microsoft Office, Sales, Team Building, Leadership, Social Media, Training, Staff Development, Strategy, Sales Management, Public Speaking, Social Networking, Salesforce.com, Social Media Marketing
Education
Phoenix College
Medical Coding - Hospital Based, Health Information/Medical Records Technology/Technician
University of Arizona 2001 — 2005
BA, Communication, Political Science
Kristin Lydon's Charles Schwab Experience August 2006 - August 2013
Job Events Manager
Industry Events Services
Experience
Capital Group June 2015 - Present
LifePharm Global Network August 2014 - March 2015
Brandman University - Chapman University System April 2014 - July 2014
Charles Schwab August 2006 - August 2013
BIOLASE June 2004 - August 2006
Robert Mondavi September 2001 - June 2004
Four Seasons Hotels and Resorts August 2000 - September 2001
Skills
Corporate Events, Meeting Planning, Event Management, Marketing Communications, Sponsorship, Event Planning, Relationship Marketing, Trade Shows, Incentives, Direct Marketing, Email Marketing, Marketing, Hospitality, Catering, Hotels, Customer Service, Hospitality Management, Food, Brand Management, Coordinating Events, CRM, Marketing Strategy, Sales, Market Planning, Revenue Analysis, Public Relations, Social Media Marketing, Lead Generation, Food & Beverage
Education
Plymouth State University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Capital Group June 2015 - Present
LifePharm Global Network August 2014 - March 2015
Brandman University - Chapman University System April 2014 - July 2014
Charles Schwab August 2006 - August 2013
BIOLASE June 2004 - August 2006
Robert Mondavi September 2001 - June 2004
Four Seasons Hotels and Resorts August 2000 - September 2001
Skills
Corporate Events, Meeting Planning, Event Management, Marketing Communications, Sponsorship, Event Planning, Relationship Marketing, Trade Shows, Incentives, Direct Marketing, Email Marketing, Marketing, Hospitality, Catering, Hotels, Customer Service, Hospitality Management, Food, Brand Management, Coordinating Events, CRM, Marketing Strategy, Sales, Market Planning, Revenue Analysis, Public Relations, Social Media Marketing, Lead Generation, Food & Beverage
Education
Plymouth State University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Sarah E. Alder Sarah E. Alder's Charles Schwab Experience March 2012 - September 2014
Job Senior Technical Writer, Document Control Expert, Policy Analyst, Policy/Process Improvement
Industry Writing and Editing
Experience
Charles Schwab March 2012 - September 2014
Charles Schwab September 2011 - March 2012
Nexgen Pharma, Inc. August 2007 - September 2011
United States Army Reserve February 2000 - May 2008
The Chemins Company, Inc. February 2006 - August 2007
Dorr Oliver Eimco/Eimco Water Technologies January 2005 - October 2005
United States Army Reserves February 2003 - August 2004
Skills
Sop, FDA, Technical Writing, GMP, Research, Microsoft Office, Microsoft Word, Training, PowerPoint, Microsoft Excel, Software Documentation, Quality Assurance, Analysis, SharePoint, Project Management, Process Improvement, Editing, Military, Proposal Writing, Quality Control, Access, Testing, Data Analysis, Troubleshooting, World Cafe, Facilitations, Brainstorm Facilitation, Certified Scrum Master..., Agile Methodologies, RUP Methodologies, ClearQuest, Application Lifecycle..., Pharmaceutical Industry, Document Management, Critical Thinking, Outlook, Adobe Acrobat, Visual Studio, SnagIt, Lync, MS Project, Visio, Facilitation
Education
University of Colorado Colorado Springs 2011 — 2011
Certificate in the Sociology of Diversity, Intercultural/Multicultural and Diversity Studies, N/A
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Arts, English: Professional & Technical Writing
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Arts, Sociology
Pikes Peak Community College 2006 — 2008
Associate of Arts, English
Charles Schwab March 2012 - September 2014
Charles Schwab September 2011 - March 2012
Nexgen Pharma, Inc. August 2007 - September 2011
United States Army Reserve February 2000 - May 2008
The Chemins Company, Inc. February 2006 - August 2007
Dorr Oliver Eimco/Eimco Water Technologies January 2005 - October 2005
United States Army Reserves February 2003 - August 2004
Skills
Sop, FDA, Technical Writing, GMP, Research, Microsoft Office, Microsoft Word, Training, PowerPoint, Microsoft Excel, Software Documentation, Quality Assurance, Analysis, SharePoint, Project Management, Process Improvement, Editing, Military, Proposal Writing, Quality Control, Access, Testing, Data Analysis, Troubleshooting, World Cafe, Facilitations, Brainstorm Facilitation, Certified Scrum Master..., Agile Methodologies, RUP Methodologies, ClearQuest, Application Lifecycle..., Pharmaceutical Industry, Document Management, Critical Thinking, Outlook, Adobe Acrobat, Visual Studio, SnagIt, Lync, MS Project, Visio, Facilitation
Education
University of Colorado Colorado Springs 2011 — 2011
Certificate in the Sociology of Diversity, Intercultural/Multicultural and Diversity Studies, N/A
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Arts, English: Professional & Technical Writing
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Arts, Sociology
Pikes Peak Community College 2006 — 2008
Associate of Arts, English
Jim Montagna Jim Montagna's Charles Schwab Experience October 2012 - Present
Job Senior Compensation Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Research Now October 2011 - October 2012
United Commercial Bank March 2009 - April 2010
Lam Research January 2007 - January 2009
RMS 2005 - 2006
Fremont Bank May 2003 - September 2004
Credence January 2000 - February 2003
LSI April 1998 - December 1999
Education
Portland State University - School of Business
BS, Human Resources Management
Charles Schwab October 2012 - Present
Research Now October 2011 - October 2012
United Commercial Bank March 2009 - April 2010
Lam Research January 2007 - January 2009
RMS 2005 - 2006
Fremont Bank May 2003 - September 2004
Credence January 2000 - February 2003
LSI April 1998 - December 1999
Education
Portland State University - School of Business
BS, Human Resources Management
Jared Culp's Charles Schwab Experience April 2011 - April 2012
Job Sr. Loan Processor at Universal American Mortgage Company
Industry Financial Services
Experience
Universal American Mortgage Company (UAMC) March 2013 - Present
NOVA® Home Loans July 2012 - March 2013
imortgage April 2012 - July 2012
Charles Schwab April 2011 - April 2012
Skills
Mortgage Lending, Credit, Banking, Finance, Mortgage Banking, Loan Origination, Refinance, FHA, Credit Analysis, Residential Mortgages, Loans, VA Loans, FHA Financing, USDA, Consumer Lending, HUD, First Time Home Buyers, Government Loans
Education
Rio Salado College 2011 — 2016
Associateâs Degree, Business Administration and Management, General
Phoenix College 2010 — 2012
Associateâs Degree, Interior & Architectural Design
Wickenburg High School 2004 — 2005
High School, HS Diploma
Universal American Mortgage Company (UAMC) March 2013 - Present
NOVA® Home Loans July 2012 - March 2013
imortgage April 2012 - July 2012
Charles Schwab April 2011 - April 2012
Skills
Mortgage Lending, Credit, Banking, Finance, Mortgage Banking, Loan Origination, Refinance, FHA, Credit Analysis, Residential Mortgages, Loans, VA Loans, FHA Financing, USDA, Consumer Lending, HUD, First Time Home Buyers, Government Loans
Education
Rio Salado College 2011 — 2016
Associateâs Degree, Business Administration and Management, General
Phoenix College 2010 — 2012
Associateâs Degree, Interior & Architectural Design
Wickenburg High School 2004 — 2005
High School, HS Diploma
Bethany Connery Hanna's Charles Schwab Experience October 2008 - October 2009
Job Project Manager at Cisco
Industry Information Technology and Services
Experience
Cisco June 2014 - Present
CoreLogic October 2012 - November 2013
PennyMac July 2012 - August 2012
Guitar Center September 2011 - May 2012
ADP January 2011 - June 2011
e-MDs August 2010 - October 2010
Texas Education Agency December 2009 - August 2010
Charles Schwab October 2008 - October 2009
Teavana April 2008 - August 2008
Teavana October 2007 - April 2008
Skills
Business Analysis, Process Development, Operations Management, Software Training, Mediation, Technical Writing, Systems Analysis, Process Improvement, Documentation, Access, Mentoring, Excel, Program Management, Data Analysis, Change Management, SharePoint, Visio, Business Process..., Agile, Research, SDLC, Solution Development, Software Implementation, SaaS, Charity, Project Management, Analysis, Vendor Management, Cross-functional Team..., Training, Business Process, Requirements Gathering, Microsoft Office, E-commerce, Project Planning, Requirements Analysis, HTML, Customer Service, Software Project..., Content Management, Workshop Facilitation, Troubleshooting, Testing, Analytics, Consulting, Microsoft Excel, Software Documentation, Team Leadership, Process Simulation, Quality Assurance
Education
St. Edward's University 2001 — 2002
Certificate
Principia College 1990 — 1994
BA
Cisco June 2014 - Present
CoreLogic October 2012 - November 2013
PennyMac July 2012 - August 2012
Guitar Center September 2011 - May 2012
ADP January 2011 - June 2011
e-MDs August 2010 - October 2010
Texas Education Agency December 2009 - August 2010
Charles Schwab October 2008 - October 2009
Teavana April 2008 - August 2008
Teavana October 2007 - April 2008
Skills
Business Analysis, Process Development, Operations Management, Software Training, Mediation, Technical Writing, Systems Analysis, Process Improvement, Documentation, Access, Mentoring, Excel, Program Management, Data Analysis, Change Management, SharePoint, Visio, Business Process..., Agile, Research, SDLC, Solution Development, Software Implementation, SaaS, Charity, Project Management, Analysis, Vendor Management, Cross-functional Team..., Training, Business Process, Requirements Gathering, Microsoft Office, E-commerce, Project Planning, Requirements Analysis, HTML, Customer Service, Software Project..., Content Management, Workshop Facilitation, Troubleshooting, Testing, Analytics, Consulting, Microsoft Excel, Software Documentation, Team Leadership, Process Simulation, Quality Assurance
Education
St. Edward's University 2001 — 2002
Certificate
Principia College 1990 — 1994
BA
BJ Knight BJ Knight's Charles Schwab Experience February 1997 - December 1999
Job ResComm Plumbing
Industry Construction
Experience
ResComm Plumbing March 2014 - Present
State Plumbing January 2000 - February 2014
Charles Schwab February 1997 - December 1999
WJ Maloney Plumbing, Heating & Cooling January 1995 - January 1997
Skills
Water, Pumps, Construction, Gas, Plumbing, Renovation, Construction Management, Contract Management, Value Engineering, Project Estimation, Project Control
Education
Mesa High School, University of Phoenix 1983 — 1986
Project Management, Construction Management
Phoenix College
Project Management
ResComm Plumbing March 2014 - Present
State Plumbing January 2000 - February 2014
Charles Schwab February 1997 - December 1999
WJ Maloney Plumbing, Heating & Cooling January 1995 - January 1997
Skills
Water, Pumps, Construction, Gas, Plumbing, Renovation, Construction Management, Contract Management, Value Engineering, Project Estimation, Project Control
Education
Mesa High School, University of Phoenix 1983 — 1986
Project Management, Construction Management
Phoenix College
Project Management
Michael J. Martin, CFP® Michael J. Martin, CFP®'s Charles Schwab Experience March 2011 - Present
Job VP Financial Consultant
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
PNC April 2009 - February 2011
Fidelity Investments January 2002 - February 2009
FMC 1999 - 2001
Education
Penn State University 1997 — 2001
BS, Business
Charles Schwab March 2011 - Present
PNC April 2009 - February 2011
Fidelity Investments January 2002 - February 2009
FMC 1999 - 2001
Education
Penn State University 1997 — 2001
BS, Business
PAIGE CLAYTON II PAIGE CLAYTON II's Charles Schwab Experience October 2014 - Present
Job Jr. Network Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
Level 3 Communications July 2013 - October 2014
FOOTKLAN March 2010 - February 2014
Santrac Technologies Inc December 2012 - July 2013
RadioShack August 2011 - July 2013
K-Force Professional Staffing August 2011 - January 2012
The Sports Authority October 2010 - August 2011
Skills
Customer Service, CCNA, Security, Wireless Networking, Cisco Technologies, Microsoft Office, Teamwork, System Administration, Laptops, Cisco IOS, Telephone Skills, Troubleshooting, IP, Inventory Management, Wireless, Call Centers, Linux, Consumer Electronics, Electronics, Visual Basic, Network Engineering, Operating Systems, Clerical Skills, Administration, HTML, Computer Hardware, CCENT, CompTIA Network+..., French, American Sign Language, Cisco Wireless, 40 wpm, Data Communication, microsoft visual basic, Unix Software, Problem Solving, work well with others, Street Dance, ISL, Cisco Access Points, Dance Education, Capoeira, Juniper Technologies, Cisco Nexus, Netscaler, Citrix XenApp, IBM Mainframe, JUNOS, Disaster Recovery
Education
Training to You 2012 — 2013
CCNA, CISCO NETWORKING
Arizona Workforce 2012 — 2012
Certificate of Completion, Proper Job Search and Modern Networking
Phoenix College 2009 — 2011
Computer Science, 3.5
Eastlake North High School 2001 — 2003
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.3
Charles Schwab October 2014 - Present
Level 3 Communications July 2013 - October 2014
FOOTKLAN March 2010 - February 2014
Santrac Technologies Inc December 2012 - July 2013
RadioShack August 2011 - July 2013
K-Force Professional Staffing August 2011 - January 2012
The Sports Authority October 2010 - August 2011
Skills
Customer Service, CCNA, Security, Wireless Networking, Cisco Technologies, Microsoft Office, Teamwork, System Administration, Laptops, Cisco IOS, Telephone Skills, Troubleshooting, IP, Inventory Management, Wireless, Call Centers, Linux, Consumer Electronics, Electronics, Visual Basic, Network Engineering, Operating Systems, Clerical Skills, Administration, HTML, Computer Hardware, CCENT, CompTIA Network+..., French, American Sign Language, Cisco Wireless, 40 wpm, Data Communication, microsoft visual basic, Unix Software, Problem Solving, work well with others, Street Dance, ISL, Cisco Access Points, Dance Education, Capoeira, Juniper Technologies, Cisco Nexus, Netscaler, Citrix XenApp, IBM Mainframe, JUNOS, Disaster Recovery
Education
Training to You 2012 — 2013
CCNA, CISCO NETWORKING
Arizona Workforce 2012 — 2012
Certificate of Completion, Proper Job Search and Modern Networking
Phoenix College 2009 — 2011
Computer Science, 3.5
Eastlake North High School 2001 — 2003
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.3
Pete Haughey Pete Haughey's Charles Schwab Experience 1998 - 2010
Job Digital Strategy at CooperVision
Industry Medical Devices
Experience
CooperVision March 2012 - Present
JR Insurance 2011 - Present
MyBuys 2011 - 2012
Charles Schwab 1998 - 2010
Skills
Insurance, Fixed Annuities, Lead Generation, Salesforce.com, Product Marketing, Direct Marketing, Marketing, Online Advertising, Marketing Strategy, PPC, Account Management, Financial Services, Sales, Digital Marketing, Social Media Marketing, SaaS, Social Media, Start-ups, Sales Operations, Management, Email Marketing, Program Management, B2B, Sales Process, Strategy, Selling, SEM, CRM, Leadership, Online Marketing, Cloud Computing, Product Management, Competitive Analysis, Digital Strategy, Market Analysis, Cold Calling, Business Development, Strategic Partnerships, Direct Sales, New Business Development, Market Research, Marketing Management, Product Launch, Market Planning, Entrepreneurship, Marketing Communications
Education
Plymouth State University
BS, Business
CooperVision March 2012 - Present
JR Insurance 2011 - Present
MyBuys 2011 - 2012
Charles Schwab 1998 - 2010
Skills
Insurance, Fixed Annuities, Lead Generation, Salesforce.com, Product Marketing, Direct Marketing, Marketing, Online Advertising, Marketing Strategy, PPC, Account Management, Financial Services, Sales, Digital Marketing, Social Media Marketing, SaaS, Social Media, Start-ups, Sales Operations, Management, Email Marketing, Program Management, B2B, Sales Process, Strategy, Selling, SEM, CRM, Leadership, Online Marketing, Cloud Computing, Product Management, Competitive Analysis, Digital Strategy, Market Analysis, Cold Calling, Business Development, Strategic Partnerships, Direct Sales, New Business Development, Market Research, Marketing Management, Product Launch, Market Planning, Entrepreneurship, Marketing Communications
Education
Plymouth State University
BS, Business
Philip Leiby's Charles Schwab Experience December 2013 - Present
Job Estate Distribution Services Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
PNC January 2012 - December 2013
PNC Financial Services Group September 2010 - January 2012
People First Federal Credit Union 2007 - October 2010
Resources for Human Development September 2009 - December 2009
Brown Printing Company May 2005 - September 2005
Lost River Caverns May 2004 - September 2004
Skills
Branding Development, Marketing Communications, Project Planning, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Adobe Creative Suite, Graphic Design, Public Speaking, Advertising, Direct Mail, Social Media Marketing, Social Media, Public Relations, Leadership, Program Management, Teamwork
Education
Pensacola Christian College 2005 — 2010
Bachelors of Science, Advertising/Public Relations - Minor: Graphic Design
Upper Bucks Christian School
Charles Schwab December 2013 - Present
PNC January 2012 - December 2013
PNC Financial Services Group September 2010 - January 2012
People First Federal Credit Union 2007 - October 2010
Resources for Human Development September 2009 - December 2009
Brown Printing Company May 2005 - September 2005
Lost River Caverns May 2004 - September 2004
Skills
Branding Development, Marketing Communications, Project Planning, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Adobe Creative Suite, Graphic Design, Public Speaking, Advertising, Direct Mail, Social Media Marketing, Social Media, Public Relations, Leadership, Program Management, Teamwork
Education
Pensacola Christian College 2005 — 2010
Bachelors of Science, Advertising/Public Relations - Minor: Graphic Design
Upper Bucks Christian School
Matthew Boyle, CFP®'s Charles Schwab Experience March 2008 - Present
Job VP & Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
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
Shannon Sapp Shannon Sapp's Charles Schwab Experience December 1995 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1995 - Present
Skills
Series 7, Series 63, Wealth Management, FINRA, Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Investments, Equities, Investment Advisory..., Investment Advisory, Insurance
Education
Point Loma Nazarene University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Charles Schwab December 1995 - Present
Skills
Series 7, Series 63, Wealth Management, FINRA, Asset Allocation, Retirement Planning, Mutual Funds, Retirement, Investments, Equities, Investment Advisory..., Investment Advisory, Insurance
Education
Point Loma Nazarene University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Yodary Uribe Yodary Uribe's Charles Schwab Experience Sr. Analyst - Product DevelopmentCharles Schwab Bank Trust ServicesSeptember 2012 - Present
Job Manager, Offer Development & Integration
Industry Financial Services
Experience
Charles Schwab Sr. Analyst - Product DevelopmentCharles Schwab Bank Trust ServicesSeptember 2012 - Present
Charles Schwab Bank Trust Services July 2008 - September 2012
Superintendency of Pensions (SIPEN) October 2006 - April 2008
Secretariat of State of Economy, Planning and Development February 2005 - October 2007
Skills
Analysis, Management, Business Process, Testing, Mutual Funds, Team Building, Advertising, Retirement Planning, Trading, Financial Analysis, Series 7, Financial Modeling, Agile Methodologies, Scrum, Microsoft Office, RUP, Business Analysis, Business Strategy, Business Process..., Problem Solving, Process Flow..., Requirement..., Business Requirements, Training, Strategic Planning, Project Management, Software Documentation, Marketing Strategy, Budgets
Education
W.P. Carey School of Business - Arizona State University 2009 — 2009
Masters, Business Administration; Finance
Pontificia Universidad Católica Madre y Maestra 2003 — 2007
Bachelor, Economics
Loyola Polytechnic Institute 2001 — 2003
Associates Degree, Industrial Electronics
Charles Schwab Sr. Analyst - Product DevelopmentCharles Schwab Bank Trust ServicesSeptember 2012 - Present
Charles Schwab Bank Trust Services July 2008 - September 2012
Superintendency of Pensions (SIPEN) October 2006 - April 2008
Secretariat of State of Economy, Planning and Development February 2005 - October 2007
Skills
Analysis, Management, Business Process, Testing, Mutual Funds, Team Building, Advertising, Retirement Planning, Trading, Financial Analysis, Series 7, Financial Modeling, Agile Methodologies, Scrum, Microsoft Office, RUP, Business Analysis, Business Strategy, Business Process..., Problem Solving, Process Flow..., Requirement..., Business Requirements, Training, Strategic Planning, Project Management, Software Documentation, Marketing Strategy, Budgets
Education
W.P. Carey School of Business - Arizona State University 2009 — 2009
Masters, Business Administration; Finance
Pontificia Universidad Católica Madre y Maestra 2003 — 2007
Bachelor, Economics
Loyola Polytechnic Institute 2001 — 2003
Associates Degree, Industrial Electronics
Charles Colucci Charles Colucci's Charles Schwab Experience February 1993 - April 2005
Job Vanguard Mutual Funds
Industry Financial Services
Experience
Vanguard September 2015 - Present
La Cucina Colucci July 2014 - September 2015
il Capo Pizzeria March 2014 - July 2014
Italian Culinary Institute September 2013 - October 2013
National Academy of Sports Medicine (NASM) March 2011 - March 2013
KettleBell Concepts July 2010 - July 2012
Life Time Fitness March 2010 - November 2011
(ISSA) International Sports Sciences Association October 2009 - October 2011
Snap Fitness 24/7 March 2007 - December 2008
Charles Schwab February 1993 - April 2005
Skills
Coaching, Team Building, Fitness, Public Speaking, Personal Training, Social Networking, Leadership, Leadership Development, Training, Customer Service, Nutrition, Sales, Wellness, Social Media Marketing
Education
Italian Culinary Institute 2013 — 2013
Certificate of Completion "The Evolution of Regional Italian Cuisine", Italian Regional Cuisine, Pass
Phoenix College 2013 — 2013
Culinary Arts/Chef Training, 4.0
Cortez High School 1974 — 1977
Graduate, General
Half Hollow Hills High School 1974 — 1977
Friend, General
Vanguard September 2015 - Present
La Cucina Colucci July 2014 - September 2015
il Capo Pizzeria March 2014 - July 2014
Italian Culinary Institute September 2013 - October 2013
National Academy of Sports Medicine (NASM) March 2011 - March 2013
KettleBell Concepts July 2010 - July 2012
Life Time Fitness March 2010 - November 2011
(ISSA) International Sports Sciences Association October 2009 - October 2011
Snap Fitness 24/7 March 2007 - December 2008
Charles Schwab February 1993 - April 2005
Skills
Coaching, Team Building, Fitness, Public Speaking, Personal Training, Social Networking, Leadership, Leadership Development, Training, Customer Service, Nutrition, Sales, Wellness, Social Media Marketing
Education
Italian Culinary Institute 2013 — 2013
Certificate of Completion "The Evolution of Regional Italian Cuisine", Italian Regional Cuisine, Pass
Phoenix College 2013 — 2013
Culinary Arts/Chef Training, 4.0
Cortez High School 1974 — 1977
Graduate, General
Half Hollow Hills High School 1974 — 1977
Friend, General
Stacy Hammond's Charles Schwab Experience July 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Education
Yale School of Management 1999 — 2001
2001
Pomona College
BA
Charles Schwab July 2013 - Present
Education
Yale School of Management 1999 — 2001
2001
Pomona College
BA
Camilo Acosta's Charles Schwab Experience February 2008 - July 2011
Job
Industry Marketing and Advertising
Experience
Blackboard September 2013 - Present
Blackboard August 2011 - September 2013
Charles Schwab February 2008 - July 2011
Charles Schwab February 2007 - January 2008
Intel Corporation August 2005 - February 2007
Hewlett Packard April 2004 - August 2005
Bose Corporation November 2003 - February 2004
Motorola June 2002 - August 2002
General Motors April 1997 - August 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
Pontificia Universidad Javeriana 1992 — 1997
Bachelor of Science
Blackboard September 2013 - Present
Blackboard August 2011 - September 2013
Charles Schwab February 2008 - July 2011
Charles Schwab February 2007 - January 2008
Intel Corporation August 2005 - February 2007
Hewlett Packard April 2004 - August 2005
Bose Corporation November 2003 - February 2004
Motorola June 2002 - August 2002
General Motors April 1997 - August 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA
Pontificia Universidad Javeriana 1992 — 1997
Bachelor of Science
Letitia Wright's Charles Schwab Experience November 2000 - January 2003
Job
Industry Marketing and Advertising
Experience
Russ Reid Company October 2013 - May 2014
Kastner & Partners May 2011 - January 2013
Russ Reid Company September 2009 - May 2011
Saatchi & Saatchi July 2009 - August 2009
DDB January 2006 - June 2009
Saatchi & Saatchi February 2004 - January 2006
Saatchi & Saatchi April 2003 - May 2003
Charles Schwab November 2000 - January 2003
AtHoc, Inc. May 2000 - November 2000
Carol H Williams Advertising June 1999 - May 2000
Education
Pepperdine University
Bachelor of Arts Degree
Russ Reid Company October 2013 - May 2014
Kastner & Partners May 2011 - January 2013
Russ Reid Company September 2009 - May 2011
Saatchi & Saatchi July 2009 - August 2009
DDB January 2006 - June 2009
Saatchi & Saatchi February 2004 - January 2006
Saatchi & Saatchi April 2003 - May 2003
Charles Schwab November 2000 - January 2003
AtHoc, Inc. May 2000 - November 2000
Carol H Williams Advertising June 1999 - May 2000
Education
Pepperdine University
Bachelor of Arts Degree
Alexandra Dendy's Charles Schwab Experience August 2006 - December 2006
Job
Industry Information Technology and Services
Experience
BMO Financial Group May 2014 - Present
Wells Fargo November 2012 - December 2013
Apple January 2012 - October 2012
Wells Fargo April 2009 - May 2011
Hotwire September 2008 - January 2009
Gap Inc. April 2007 - August 2008
Charles Schwab August 2006 - December 2006
Williams Sonoma July 2004 - March 2006
The Pasha Group October 2003 - June 2004
United Health Group May 2002 - December 2002
Skills
Business Analysis, E-commerce, Functional..., Process Flow, Test Cases, SDLC, Requirements Analysis, Business Requirements, Retail, Web Applications, Visio, Integration, Software Project..., Cross-functional Team..., Systems Analysis, Quality Assurance, Data Migration, Process Improvement, Testing, User Acceptance Testing, Business Process, Databases, Product Management
Education
Pomona College 1991 — 1994
Bachelor of Arts
Irvine High School 1987 — 1990
BMO Financial Group May 2014 - Present
Wells Fargo November 2012 - December 2013
Apple January 2012 - October 2012
Wells Fargo April 2009 - May 2011
Hotwire September 2008 - January 2009
Gap Inc. April 2007 - August 2008
Charles Schwab August 2006 - December 2006
Williams Sonoma July 2004 - March 2006
The Pasha Group October 2003 - June 2004
United Health Group May 2002 - December 2002
Skills
Business Analysis, E-commerce, Functional..., Process Flow, Test Cases, SDLC, Requirements Analysis, Business Requirements, Retail, Web Applications, Visio, Integration, Software Project..., Cross-functional Team..., Systems Analysis, Quality Assurance, Data Migration, Process Improvement, Testing, User Acceptance Testing, Business Process, Databases, Product Management
Education
Pomona College 1991 — 1994
Bachelor of Arts
Irvine High School 1987 — 1990
Christine Ramsay's Charles Schwab Experience March 2011 - March 2014
Job Events Producer, Entertainment & Corporate Events, Global Marketing at Dolby Laboratories
Industry Events Services
Experience
Dolby Laboratories March 2014 - Present
Charles Schwab March 2011 - March 2014
Charles Schwab November 2006 - March 2011
Fox Broadcasting Company 2004 - 2006
Fox Filmed Entertainment 2003 - 2004
William Morris Endeavor 2001 - 2003
Skills
Marketing Communications, Event Management, Event Planning, Corporate Events, Sponsorship, Trade Shows, Meeting Planning, Marketing Strategy
Education
Pepperdine University 1997 — 2001
Corona del Mar High School
Dolby Laboratories March 2014 - Present
Charles Schwab March 2011 - March 2014
Charles Schwab November 2006 - March 2011
Fox Broadcasting Company 2004 - 2006
Fox Filmed Entertainment 2003 - 2004
William Morris Endeavor 2001 - 2003
Skills
Marketing Communications, Event Management, Event Planning, Corporate Events, Sponsorship, Trade Shows, Meeting Planning, Marketing Strategy
Education
Pepperdine University 1997 — 2001
Corona del Mar High School
Joni Cassell's Charles Schwab Experience 2004 - 2005
Job Direct Marketing Consultant
Industry Marketing and Advertising
Experience
Wells Fargo Bank December 2007 - Present
JMC Marketing March 2007 - Present
VeriSign September 2006 - February 2007
Hutner Group 2006 - 2006
Intuit 2005 - 2006
Charles Schwab 2004 - 2005
Macromedia 2003 - 2004
E*TRADE Financial 2002 - 2003
Adobe Systems 2000 - 2002
Cisco Systems 1999 - 2000
Education
Portland State University - School of Business
BS, Business Admin.
University of Oregon
Journalism
Wells Fargo Bank December 2007 - Present
JMC Marketing March 2007 - Present
VeriSign September 2006 - February 2007
Hutner Group 2006 - 2006
Intuit 2005 - 2006
Charles Schwab 2004 - 2005
Macromedia 2003 - 2004
E*TRADE Financial 2002 - 2003
Adobe Systems 2000 - 2002
Cisco Systems 1999 - 2000
Education
Portland State University - School of Business
BS, Business Admin.
University of Oregon
Journalism
Davina Askin's Charles Schwab Experience 2004 - 2007
Job Talent Management | Succession Planning | Organizational Development | Diversity
Industry Human Resources
Experience
Kroll 2014 - Present
Girl Scouts of the USA 2008 - 2013
Charles Schwab 2004 - 2007
Lehman Brothers 2002 - 2004
Deutsche Bank 2000 - 2002
PwC 1999 - 2000
Andersen Consulting 1997 - 1999
Towers Perrin 1992 - 1997
Catalyst 1991 - 1992
Skills
Talent Management, Succession Planning, Performance Management, Leadership Development, Change Management, Human Resources, Onboarding, Leadership, Training, Organizational..., Employee Engagement, Recruiting, Deferred Compensation, Management, Organizational Design, Organizational..., Career Development, Personnel Management, Executive Coaching, Strategy, HRIS, Program Management, Organizational Structure, Consulting, Staff Development, Organizational..., HR Consulting, Workforce Planning, Strategic Planning, Mergers & Acquisitions, 360 Feedback, HR Strategy, Diversity/Inclusion, Compensation
Education
Columbia University
MA, Organizational Psychology
Princeton University
AB, Sociology with a Certificate in Women's Studies
University of Notre Dame - Mendoza College of Business
Certificate, Civic Sector Leadership Fellows Program, in partnership with the National Human Services Assembly
Kroll 2014 - Present
Girl Scouts of the USA 2008 - 2013
Charles Schwab 2004 - 2007
Lehman Brothers 2002 - 2004
Deutsche Bank 2000 - 2002
PwC 1999 - 2000
Andersen Consulting 1997 - 1999
Towers Perrin 1992 - 1997
Catalyst 1991 - 1992
Skills
Talent Management, Succession Planning, Performance Management, Leadership Development, Change Management, Human Resources, Onboarding, Leadership, Training, Organizational..., Employee Engagement, Recruiting, Deferred Compensation, Management, Organizational Design, Organizational..., Career Development, Personnel Management, Executive Coaching, Strategy, HRIS, Program Management, Organizational Structure, Consulting, Staff Development, Organizational..., HR Consulting, Workforce Planning, Strategic Planning, Mergers & Acquisitions, 360 Feedback, HR Strategy, Diversity/Inclusion, Compensation
Education
Columbia University
MA, Organizational Psychology
Princeton University
AB, Sociology with a Certificate in Women's Studies
University of Notre Dame - Mendoza College of Business
Certificate, Civic Sector Leadership Fellows Program, in partnership with the National Human Services Assembly
Benjamin Gladden's Charles Schwab Experience 2001 - 2003
Job at Self Employed
Industry Religious Institutions
Experience
Self Employed May 2009 - Present
The First Church of Christ, Scientist October 2006 - May 2009
The Mother Church, Boston October 2006 - May 2009
Christian Science Publishing Society October 2006 - May 2008
Charles Schwab 2001 - 2003
Skills
Editing, Writing, Publishing, Editorial, Public Speaking, Research, Social Media, Copy Editing
Education
Principia College 1989 — 1993
Bachelor of Arts (B.A.), Bible/Biblical Studies
Self Employed May 2009 - Present
The First Church of Christ, Scientist October 2006 - May 2009
The Mother Church, Boston October 2006 - May 2009
Christian Science Publishing Society October 2006 - May 2008
Charles Schwab 2001 - 2003
Skills
Editing, Writing, Publishing, Editorial, Public Speaking, Research, Social Media, Copy Editing
Education
Principia College 1989 — 1993
Bachelor of Arts (B.A.), Bible/Biblical Studies
Rob Baillie's Charles Schwab Experience 1994 - 1999
Job Medical Data Analyst at Geisinger Health System
Industry Facilities Services
Experience
Geisinger Health System July 2012 - November 2012
Advent Software July 2000 - November 2010
Charles Schwab 1994 - 1999
Skills
Automation, C#, Microsoft SQL Server, Software Development, Agile Methodologies, Enterprise Software, Testing, .NET, Integration, C++, Unix, SaaS, Linux, Product Management, SSRS, Software Engineering
Education
Pomona College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy
Geisinger Health System July 2012 - November 2012
Advent Software July 2000 - November 2010
Charles Schwab 1994 - 1999
Skills
Automation, C#, Microsoft SQL Server, Software Development, Agile Methodologies, Enterprise Software, Testing, .NET, Integration, C++, Unix, SaaS, Linux, Product Management, SSRS, Software Engineering
Education
Pomona College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy
Adora Brazil's Charles Schwab Experience 1997 - 2004
Job Executive Assistant at Western Union
Industry Financial Services
Experience
Western Union March 2007 - November 2008
Novartis (BioTech Company) 2004 - 2006
Charles Schwab 1997 - 2004
AT&T August 1979 - September 1997
Education
Polytechnic University of the Philippines 1966 — 1969
Western Union March 2007 - November 2008
Novartis (BioTech Company) 2004 - 2006
Charles Schwab 1997 - 2004
AT&T August 1979 - September 1997
Education
Polytechnic University of the Philippines 1966 — 1969
Deborah Chaffee's Charles Schwab Experience 2000 - Present
Job Director, Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2000 - Present
First Union National Bank May 1997 - October 2000
Skills
Retirement, 401k, Pensions, Employee Benefits, Banking, Process Improvement, Vendor Management, Mergers, Project Management, Retirement Planning, Mutual Funds, Investments, Derivatives, Strategic Planning, Financial Services, Mergers & Acquisitions, Asset Allocation, Wealth Management
Education
Pfeiffer University 1991 — 1993
MBA
Presbyterian College 1984 — 1987
BS, Business
Charles Schwab 2000 - Present
First Union National Bank May 1997 - October 2000
Skills
Retirement, 401k, Pensions, Employee Benefits, Banking, Process Improvement, Vendor Management, Mergers, Project Management, Retirement Planning, Mutual Funds, Investments, Derivatives, Strategic Planning, Financial Services, Mergers & Acquisitions, Asset Allocation, Wealth Management
Education
Pfeiffer University 1991 — 1993
MBA
Presbyterian College 1984 — 1987
BS, Business
Anastasia Anthony Plumb's Charles Schwab Experience 1999 - 2002
Job Technical Project Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management December 2013 - Present
Wells Capital Management January 2006 - December 2013
San Francisco State University 2002 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1998 - 1998
Charles Schwab 1995 - 1996
Skills
Financial Services, Risk Management, Project Management, Leadership, Access, Software Documentation, Relationship Management, Strategic Planning, Public Speaking, Process Improvement
Education
University of Phoenix 2009 — 2014
Master of Business Administration (MBA)
San Francisco State University 2002 — 2006
MA, English Literature
Pepperdine University 1993 — 1997
BA, Media Management
Washington High School 1989 — 1993
Wells Capital Management December 2013 - Present
Wells Capital Management January 2006 - December 2013
San Francisco State University 2002 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1998 - 1998
Charles Schwab 1995 - 1996
Skills
Financial Services, Risk Management, Project Management, Leadership, Access, Software Documentation, Relationship Management, Strategic Planning, Public Speaking, Process Improvement
Education
University of Phoenix 2009 — 2014
Master of Business Administration (MBA)
San Francisco State University 2002 — 2006
MA, English Literature
Pepperdine University 1993 — 1997
BA, Media Management
Washington High School 1989 — 1993
Ken Nixon's Charles Schwab Experience July 1998 - June 2004
Job Experienced Financial Sales Executive ★ New Business Developer ★ Relationship Management
Industry Financial Services
Experience
Dodilio Inc. 2013 - Present
CEBM Group 2010 - 2012
Eurasia Group 2008 - 2010
Evalueserve 2007 - 2008
Medley Global Advisors February 2005 - January 2007
Charles Schwab July 1998 - June 2004
Bank of Montreal 1993 - 1998
Mizuho Financial Group (formerly Dai-Ichi Kangyo Bank) 1988 - 1993
Skills
Emerging Markets, Equities, Capital Markets, Hedge Funds, Private Equity, Bloomberg, Investments, Financial Markets, Financial Modeling, Fixed Income, Trading, Valuation, Economics, New Business Development, Business Development, Account Management, Key Account Management, Financial Services, Financial Management..., Global Asset Management, Equity Research, Technology Research, Buy-side, B2B, Relationship Management, Building Relationships, Manage Client..., Venture Capital
Education
Providence College 1981 — 1985
Bachelor of Arts (BA), Humanities/Humanistic Studies
Iona Prep
Dodilio Inc. 2013 - Present
CEBM Group 2010 - 2012
Eurasia Group 2008 - 2010
Evalueserve 2007 - 2008
Medley Global Advisors February 2005 - January 2007
Charles Schwab July 1998 - June 2004
Bank of Montreal 1993 - 1998
Mizuho Financial Group (formerly Dai-Ichi Kangyo Bank) 1988 - 1993
Skills
Emerging Markets, Equities, Capital Markets, Hedge Funds, Private Equity, Bloomberg, Investments, Financial Markets, Financial Modeling, Fixed Income, Trading, Valuation, Economics, New Business Development, Business Development, Account Management, Key Account Management, Financial Services, Financial Management..., Global Asset Management, Equity Research, Technology Research, Buy-side, B2B, Relationship Management, Building Relationships, Manage Client..., Venture Capital
Education
Providence College 1981 — 1985
Bachelor of Arts (BA), Humanities/Humanistic Studies
Iona Prep
Edward Rodden's Charles Schwab Experience 1994 - 2005
Job Partner at 3 Factor Indexing
Industry Investment Management
Experience
3 Factor Indexing June 2012 - Present
Silicon Valley Consulting October 2008 - June 2012
HRJ Capital April 2005 - August 2008
Charles Schwab 1994 - 2005
Skills
Securities, Financial Services, Investments, Risk Management, Mutual Funds, Strategic Financial..., Asset Managment, Strategic Planning, Investment Advisory, Portfolio Management, Program Management, Alternative Investments, Equities, Estate Planning, Wealth Management, Change Management, Retirement Planning, Investment Management, Asset Management, Venture Capital, Private Equity
Education
Stanford Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Princeton University 1977 — 1979
Bachelor of Arts (B.A.), Woodrow Wilson School- Internatinal Economics
The George Washington University 1975 — 1977
Economics
3 Factor Indexing June 2012 - Present
Silicon Valley Consulting October 2008 - June 2012
HRJ Capital April 2005 - August 2008
Charles Schwab 1994 - 2005
Skills
Securities, Financial Services, Investments, Risk Management, Mutual Funds, Strategic Financial..., Asset Managment, Strategic Planning, Investment Advisory, Portfolio Management, Program Management, Alternative Investments, Equities, Estate Planning, Wealth Management, Change Management, Retirement Planning, Investment Management, Asset Management, Venture Capital, Private Equity
Education
Stanford Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Princeton University 1977 — 1979
Bachelor of Arts (B.A.), Woodrow Wilson School- Internatinal Economics
The George Washington University 1975 — 1977
Economics
Tucker Fendon's Charles Schwab Experience September 2014 - Present
Job Vice President Branch Manager, Anaheim at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab January 2011 - September 2014
Charles Schwab December 2009 - July 2011
Charles Schwab November 2007 - December 2009
Education
Principia College
Charles Schwab September 2014 - Present
Charles Schwab January 2011 - September 2014
Charles Schwab December 2009 - July 2011
Charles Schwab November 2007 - December 2009
Education
Principia College
Aneep Maniar, CFA's Charles Schwab Experience 2007 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Charles Schwab 2007 - Present
Victory Capital Management 2004 - 2007
Roxbury Capital Management, LLC 2000 - 2004
Skills
Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
The Ohio State University
Bachelor's degree, Finance
Charles Schwab 2007 - Present
Victory Capital Management 2004 - 2007
Roxbury Capital Management, LLC 2000 - 2004
Skills
Fixed Income
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
The Ohio State University
Bachelor's degree, Finance
Jon M. Goldenberg, CFP's Charles Schwab Experience 2002 - 2004
Job Investment Consultant with Scottrade
Industry Financial Services
Experience
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Cordasco Financial Network, LLC January 2012 - March 2013
RBC Wealth Management - The Cordasco Group June 2011 - July 2012
AP Lubrano & Co. Inc. April 2008 - November 2010
Prestige Wealth Management Group August 2006 - February 2008
Creative Financial Group 2004 - 2006
Charles Schwab 2002 - 2004
Brokerage Advisory Services Corp 2000 - 2002
The Vanguard Group 1991 - 1999
Skills
Wealth Management, Investments
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1996
MMS, Business Administration
Temple University 1987 — 1991
BBA, Business Administration
Reed Uhlman's Charles Schwab Experience March 2008 - Present
Job Quality Assurance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2008 - Present
Wall Street On Demand January 2000 - March 2008
Skills
SDLC, Requirements Analysis, Regression Testing, Testing, Test Planning, Software Quality..., Quality Assurance, Waterfall, User Acceptance Testing, Manual Testing, Defect Tracking, Requirements Gathering, Test Cases
Education
Plymouth State University 1993 — 1998
English Major / Anthropology Minor
Charles Schwab March 2008 - Present
Wall Street On Demand January 2000 - March 2008
Skills
SDLC, Requirements Analysis, Regression Testing, Testing, Test Planning, Software Quality..., Quality Assurance, Waterfall, User Acceptance Testing, Manual Testing, Defect Tracking, Requirements Gathering, Test Cases
Education
Plymouth State University 1993 — 1998
English Major / Anthropology Minor
Ralph Cacace's Charles Schwab Experience 1998 - 2000
Job Information Services Professional
Industry Information Technology and Services
Experience
Big River Partners November 1991 - Present
BankServ 1999 - 2001
Charles Schwab 1998 - 2000
CompuCom 1994 - 1997
Citibank December 1994 - July 1995
CNA Insurance 1993 - 1994
First Bank Systems 1983 - 1985
North American Philips 1978 - 1983
Sikorsky Aircraft div. United Technologies 1973 - 1978
Primerica(American Can Co. 1971 - 1972
Skills
Change Management, Integration, Project Management, Vendor Management, Outsourcing, Information Technology, Start-ups, Consulting, Program Management, Management, IT Strategy, Business Analysis, Process Improvement, Strategic Planning
Education
Other 1974 — 1981
Business Management
University of New Haven 1970 — 1972
MBA
Providence College 1966 — 1969
BA, Liberal Arts
Providence College 1961 — 1962
BA
Notre Dame High School 1957 — 1961
Big River Partners November 1991 - Present
BankServ 1999 - 2001
Charles Schwab 1998 - 2000
CompuCom 1994 - 1997
Citibank December 1994 - July 1995
CNA Insurance 1993 - 1994
First Bank Systems 1983 - 1985
North American Philips 1978 - 1983
Sikorsky Aircraft div. United Technologies 1973 - 1978
Primerica(American Can Co. 1971 - 1972
Skills
Change Management, Integration, Project Management, Vendor Management, Outsourcing, Information Technology, Start-ups, Consulting, Program Management, Management, IT Strategy, Business Analysis, Process Improvement, Strategic Planning
Education
Other 1974 — 1981
Business Management
University of New Haven 1970 — 1972
MBA
Providence College 1966 — 1969
BA, Liberal Arts
Providence College 1961 — 1962
BA
Notre Dame High School 1957 — 1961
Elaine L Bernarding's Charles Schwab Experience 1993 - 2005
Job Owner, Entree Vous
Industry Restaurants
Experience
Entree Vous June 2007 - Present
TIAA-CREF November 2005 - February 2007
Charles Schwab 1993 - 2005
Education
Penn State University 1971 — 1977
Entree Vous June 2007 - Present
TIAA-CREF November 2005 - February 2007
Charles Schwab 1993 - 2005
Education
Penn State University 1971 — 1977
Donna Hinshaw's Charles Schwab Experience 1994 - 1997
Job Owner, Pelican Art
Industry Computer Software
Experience
Pelican Art June 2003 - Present
Charles Schwab 1994 - 1997
Oracle 1983 - 1994
Education
The Tuck School of Business at Dartmouth 1977 — 1979
M.B.A., Operations Research
Pomona College 1972 — 1977
B.A., Chemistry
Pelican Art June 2003 - Present
Charles Schwab 1994 - 1997
Oracle 1983 - 1994
Education
The Tuck School of Business at Dartmouth 1977 — 1979
M.B.A., Operations Research
Pomona College 1972 — 1977
B.A., Chemistry
Kenneth Sturgis's Charles Schwab Experience June 2008 - November 2008
Job Curriculum Technician at Grand Canyon University
Industry Information Technology and Services
Experience
Grand Canyon University February 2011 - Present
Charles Schwab June 2008 - November 2008
American Express March 2006 - May 2008
PES February 2006 - March 2006
Computer Horizons May 2005 - August 2005
initiaTEK April 2002 - May 2002
Delta Health Systems, An SMS Company September 1995 - August 2000
U.S. Department of Justice - Antitrust Division September 1978 - April 1995
Skills
Technical Writing, Instructional Design, MS Office Suite, Visio, Dreamweaver, Camtasia, Captivate, Education, Government, Healthcare
Education
Prince George's Community College 1974 — 1976
Computer Science, Business Management
Grand Canyon University February 2011 - Present
Charles Schwab June 2008 - November 2008
American Express March 2006 - May 2008
PES February 2006 - March 2006
Computer Horizons May 2005 - August 2005
initiaTEK April 2002 - May 2002
Delta Health Systems, An SMS Company September 1995 - August 2000
U.S. Department of Justice - Antitrust Division September 1978 - April 1995
Skills
Technical Writing, Instructional Design, MS Office Suite, Visio, Dreamweaver, Camtasia, Captivate, Education, Government, Healthcare
Education
Prince George's Community College 1974 — 1976
Computer Science, Business Management
Shannon Trust's Charles Schwab Experience October 2014 - Present
Job Business Systems and Quality Assurance
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
ONEWARE, Inc. April 2001 - September 2014
BT Office Products International, Inc. September 1995 - October 1998
McKesson Health Solutions/Formerly FoxMeyer Health Corporation December 1993 - September 1995
CSC Consulting May 1993 - November 1993
Skills
Business Analysis, Software Development, Quality Assurance, SQL, Microsoft SQL Server, SQL Server Management..., Employee Training, Training & Development, Testing, Test Automation, Test Planning, System Testing, Regression Testing, User Acceptance Testing
Education
Penn State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.) - Minor, Actuarial Science
Penn State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Mathematics
Charles Schwab October 2014 - Present
ONEWARE, Inc. April 2001 - September 2014
BT Office Products International, Inc. September 1995 - October 1998
McKesson Health Solutions/Formerly FoxMeyer Health Corporation December 1993 - September 1995
CSC Consulting May 1993 - November 1993
Skills
Business Analysis, Software Development, Quality Assurance, SQL, Microsoft SQL Server, SQL Server Management..., Employee Training, Training & Development, Testing, Test Automation, Test Planning, System Testing, Regression Testing, User Acceptance Testing
Education
Penn State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.) - Minor, Actuarial Science
Penn State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Mathematics
Dan Lonergan's Charles Schwab Experience 1996 - 1998
Job Sales Director at Regulatory Maven
Industry Financial Services
Experience
Regulatory Maven October 2013 - Present
SMP Distribution, Inc. September 2010 - June 2013
Dover Global, LLC August 2009 - September 2010
Ness Technologies October 2008 - August 2009
Ascend Consulting 2004 - 2007
Dover International, LLC January 2001 - August 2004
Fidelity Investments May 1998 - January 2001
Charles Schwab 1996 - 1998
Skills
Professional Services, Program Management, Management Consulting, Strategy Development, Business Analysis, Strategy, Business Process, Business Development, Management, Change Management, Account Management, CRM, Banking, Consulting, New Business Development, Relationship Management, Project Management, Mergers & Acquisitions, Financial Services
Education
Providence College 1979 — 1983
Business/Humanities, Humanities and Business
Providence College 1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Regulatory Maven October 2013 - Present
SMP Distribution, Inc. September 2010 - June 2013
Dover Global, LLC August 2009 - September 2010
Ness Technologies October 2008 - August 2009
Ascend Consulting 2004 - 2007
Dover International, LLC January 2001 - August 2004
Fidelity Investments May 1998 - January 2001
Charles Schwab 1996 - 1998
Skills
Professional Services, Program Management, Management Consulting, Strategy Development, Business Analysis, Strategy, Business Process, Business Development, Management, Change Management, Account Management, CRM, Banking, Consulting, New Business Development, Relationship Management, Project Management, Mergers & Acquisitions, Financial Services
Education
Providence College 1979 — 1983
Business/Humanities, Humanities and Business
Providence College 1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Kevin Bourgeois's Charles Schwab Experience July 2007 - August 2010
Job Vice President business Intelligence Delivery / Information Center / Business eSolutions Team Mgr at Bank of Hawaii
Industry Financial Services
Experience
Bank of Hawaii October 2013 - Present
Bank of Hawaii February 2013 - October 2013
Bank of the West December 2010 - December 2012
Bank of the West August 2010 - December 2010
Charles Schwab July 2007 - August 2010
Charles Schwab January 2005 - June 2007
Charles Schwab October 2002 - December 2005
Charles Schwab July 1998 - September 2002
Charles Schwab May 1996 - June 1998
McKinsey & Company June 1994 - April 1996
Skills
Data Warehousing, Business Intelligence, MIS, EIM, Data Governance, ETL, Data Modeling, Data Quality, Business Objects, Data Integration, SDLC, Business Analysis, Informatica, Master Data Management, Teradata, Business Intelligence..., Analytics, Financial Services, Dashboard, Data Warehouse..., Requirements Analysis, Business Process..., Databases, Oracle, PL/SQL, Systems Analysis, Testing, Business Strategy, Core Banking, Crystal Reports, Organizational..., Thought Leadership
Education
Portland State University 1984 — 1989
Coursework in Business Administration
Bank of Hawaii October 2013 - Present
Bank of Hawaii February 2013 - October 2013
Bank of the West December 2010 - December 2012
Bank of the West August 2010 - December 2010
Charles Schwab July 2007 - August 2010
Charles Schwab January 2005 - June 2007
Charles Schwab October 2002 - December 2005
Charles Schwab July 1998 - September 2002
Charles Schwab May 1996 - June 1998
McKinsey & Company June 1994 - April 1996
Skills
Data Warehousing, Business Intelligence, MIS, EIM, Data Governance, ETL, Data Modeling, Data Quality, Business Objects, Data Integration, SDLC, Business Analysis, Informatica, Master Data Management, Teradata, Business Intelligence..., Analytics, Financial Services, Dashboard, Data Warehouse..., Requirements Analysis, Business Process..., Databases, Oracle, PL/SQL, Systems Analysis, Testing, Business Strategy, Core Banking, Crystal Reports, Organizational..., Thought Leadership
Education
Portland State University 1984 — 1989
Coursework in Business Administration
Jeff Blomgren CFP(r)'s Charles Schwab Experience May 2008 - May 2013
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Charles Schwab May 2008 - May 2013
Fidelity Investments 2005 - 2008
Education
Plymouth State University 1993 — 1997
BS, Management
Fidelity Investments June 2013 - Present
Charles Schwab May 2008 - May 2013
Fidelity Investments 2005 - 2008
Education
Plymouth State University 1993 — 1997
BS, Management
Cheryl Shocklie's Charles Schwab Experience 2000 - 2001
Job Designated Broker
Industry Real Estate
Experience
MoreChoices Real Estate LLC July 2001 - Present
Charles Schwab 2000 - 2001
Charles Schwab 1997 - 2000
Skills
International Real..., Management, Trading, Operations Management, Default, SFR, Foreclosures, REO, Real Estate Transactions, Investors, Short Sales, Investments, Public Speaking, Marketing, Loans, Finance, Referrals, Real Estate, Investment Properties, Due Diligence, FHA, Sales, First Time Home Buyers, Commercial Real Estate, Residential Homes, Leases, Sellers, Selling, Leadership, Relocation, Single Family Homes, Customer Service, Small Business, Contract Negotiation, Buyer Representation
Education
Phoenix College 2014 — 2015
Paralegal Certification, Paraglegal Studies
University of Phoenix 2003 — 2005
Masters, Business
University of Phoenix 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
MoreChoices Real Estate LLC July 2001 - Present
Charles Schwab 2000 - 2001
Charles Schwab 1997 - 2000
Skills
International Real..., Management, Trading, Operations Management, Default, SFR, Foreclosures, REO, Real Estate Transactions, Investors, Short Sales, Investments, Public Speaking, Marketing, Loans, Finance, Referrals, Real Estate, Investment Properties, Due Diligence, FHA, Sales, First Time Home Buyers, Commercial Real Estate, Residential Homes, Leases, Sellers, Selling, Leadership, Relocation, Single Family Homes, Customer Service, Small Business, Contract Negotiation, Buyer Representation
Education
Phoenix College 2014 — 2015
Paralegal Certification, Paraglegal Studies
University of Phoenix 2003 — 2005
Masters, Business
University of Phoenix 2000 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Chris Gwin's Charles Schwab Experience April 2006 - May 2015
Job Client Relationship and Communications Specialist/Blogger
Industry Consumer Services
Experience
Charles Schwab April 2006 - May 2015
Charles Schwab February 2003 - April 2006
Charles Schwab March 1999 - January 2003
Ticketmaster March 1996 - March 1999
Skills
Long-term Customer..., Microsoft Office, Microsoft Word, Microsoft Excel, Advising Clients, Consulting, Team Leadership, Research, Job Evaluation, Event Planning, Trading, Series 7, Social Media, Public Speaking, Customer Service, Portfolio Management, Strategic Financial..., Coaching
Education
Penn State University 1991 — 1994
Communications, History, Education, Theatre
Seminole State College of Florida
Associate of Arts (A.A.), Business Administration and Management, General
Charles Schwab April 2006 - May 2015
Charles Schwab February 2003 - April 2006
Charles Schwab March 1999 - January 2003
Ticketmaster March 1996 - March 1999
Skills
Long-term Customer..., Microsoft Office, Microsoft Word, Microsoft Excel, Advising Clients, Consulting, Team Leadership, Research, Job Evaluation, Event Planning, Trading, Series 7, Social Media, Public Speaking, Customer Service, Portfolio Management, Strategic Financial..., Coaching
Education
Penn State University 1991 — 1994
Communications, History, Education, Theatre
Seminole State College of Florida
Associate of Arts (A.A.), Business Administration and Management, General
Tracy O'Brien's Charles Schwab Experience March 1997 - Present
Job Director of Corporate Real Estate at Charles Schwab
Industry Real Estate
Experience
Charles Schwab March 1997 - Present
Codman Corporate Services September 1993 - March 1997
Codman Company May 1988 - September 1993
Skills
Real Estate Transactions, Brokerage, Asset Management, Leases, Contract Negotiation, Corporate Real Estate, Asset Managment
Education
Providence College 1983 — 1987
Charles Schwab March 1997 - Present
Codman Corporate Services September 1993 - March 1997
Codman Company May 1988 - September 1993
Skills
Real Estate Transactions, Brokerage, Asset Management, Leases, Contract Negotiation, Corporate Real Estate, Asset Managment
Education
Providence College 1983 — 1987
James W. Verity's Charles Schwab Experience January 2000 - December 2003
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments March 2011 - Present
Kobren Insight Management January 2005 - March 2011
Charles Schwab & Co., Inc. December 2003 - January 2005
Charles Schwab January 2000 - December 2003
Charles Schwab April 1993 - January 2000
Olde Discount Stockbrokers Inc January 1992 - January 1993
Education
Plymouth State University 1988 — 1992
BS, Management
Melrose High School 1985 — 1988
Adviser Investments March 2011 - Present
Kobren Insight Management January 2005 - March 2011
Charles Schwab & Co., Inc. December 2003 - January 2005
Charles Schwab January 2000 - December 2003
Charles Schwab April 1993 - January 2000
Olde Discount Stockbrokers Inc January 1992 - January 1993
Education
Plymouth State University 1988 — 1992
BS, Management
Melrose High School 1985 — 1988
Monica Hamilton Morse's Charles Schwab Experience March 2011 - Present
Job Service Specialist at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2011 - Present
Quantum Loyalty Systems January 2010 - April 2011
Dex Media August 2006 - December 2009
Centex Homes 2005 - 2006
KB Home 1998 - 2005
Skills
Salesforce.com, Marketing, SEM, Social Media Marketing, B2B, Customer Satisfaction, Customer Service, Sales, Advertising, Account Management, Selling, Online Advertising, Lead Generation
Education
Phoenix College 1994 — 1995
Art, Design, Management
Charles Schwab March 2011 - Present
Quantum Loyalty Systems January 2010 - April 2011
Dex Media August 2006 - December 2009
Centex Homes 2005 - 2006
KB Home 1998 - 2005
Skills
Salesforce.com, Marketing, SEM, Social Media Marketing, B2B, Customer Satisfaction, Customer Service, Sales, Advertising, Account Management, Selling, Online Advertising, Lead Generation
Education
Phoenix College 1994 — 1995
Art, Design, Management
Kaydee Holmgren's Charles Schwab Experience December 2014 - Present
Job Team Manager Operations
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2013 - November 2014
Charles Schwab September 2008 - July 2013
Wilmington Trust May 2004 - August 2008
Skills
401k, Asset Management, Cross-functional Team..., Financial Services, Investments, Mutual Funds, Securities, Process Improvement, Financial Analysis
Education
Phoenix College 2006 — 2008
Business, Business, Management, Marketing, and Related Support Services
Charles Schwab December 2014 - Present
Charles Schwab August 2013 - November 2014
Charles Schwab September 2008 - July 2013
Wilmington Trust May 2004 - August 2008
Skills
401k, Asset Management, Cross-functional Team..., Financial Services, Investments, Mutual Funds, Securities, Process Improvement, Financial Analysis
Education
Phoenix College 2006 — 2008
Business, Business, Management, Marketing, and Related Support Services
Jennifer Steinle's Charles Schwab Experience January 1995 - September 2006
Job Director of Operations, Finance, and Talent at Bateman Group
Industry Public Relations and Communications
Experience
Bateman Group May 2014 - Present
Mouth Agency September 2013 - May 2014
Flying Squirrel Inc September 2010 - February 2014
Premier Staffing September 2008 - July 2010
Wed SF Style September 2006 - September 2008
Charles Schwab January 1995 - September 2006
Skills
Recruiting, Financial Analysis, Event Planning, Talent Acquisition, Sourcing, Talent Management, Business Development, Executive Search, CRM, Human Resources, Management, Account Management, Interviews, Event Management, Finance, Technical Recruiting, Financial Services, Social Media, Salesforce.com, Applicant Tracking..., Start-ups
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1994
MBA, Finance
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Bateman Group May 2014 - Present
Mouth Agency September 2013 - May 2014
Flying Squirrel Inc September 2010 - February 2014
Premier Staffing September 2008 - July 2010
Wed SF Style September 2006 - September 2008
Charles Schwab January 1995 - September 2006
Skills
Recruiting, Financial Analysis, Event Planning, Talent Acquisition, Sourcing, Talent Management, Business Development, Executive Search, CRM, Human Resources, Management, Account Management, Interviews, Event Management, Finance, Technical Recruiting, Financial Services, Social Media, Salesforce.com, Applicant Tracking..., Start-ups
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1994
MBA, Finance
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Peter Malek's Charles Schwab Experience 1997 - 2005
Job Project Associate at Deloitte
Industry Capital Markets
Experience
Deloitte August 2014 - Present
NEW JERSEY HOUSING & MORTGAGE FINANCING AGENCY May 2013 - August 2014
A Malek CPA 2008 - 2010
UBS Investment Bank 2006 - 2008
UBS 2004 - 2006
Charles Schwab 1997 - 2005
Commonwealth Associates 1996 - 1997
Skills
Hedge Funds, Options, Proprietary Trading, Series 24, Trading, Trading Strategies, Series 63, Equities, CRM, FINRA, Equity Trading, Series 7, Bloomberg, Financial Risk, Fixed Income, Securities, Capital Markets, Finance, Trading Systems, Financial Markets, Risk Management, Investments
Education
Penn State University 1991 — 1995
B.S., Management Information Systems
Deloitte August 2014 - Present
NEW JERSEY HOUSING & MORTGAGE FINANCING AGENCY May 2013 - August 2014
A Malek CPA 2008 - 2010
UBS Investment Bank 2006 - 2008
UBS 2004 - 2006
Charles Schwab 1997 - 2005
Commonwealth Associates 1996 - 1997
Skills
Hedge Funds, Options, Proprietary Trading, Series 24, Trading, Trading Strategies, Series 63, Equities, CRM, FINRA, Equity Trading, Series 7, Bloomberg, Financial Risk, Fixed Income, Securities, Capital Markets, Finance, Trading Systems, Financial Markets, Risk Management, Investments
Education
Penn State University 1991 — 1995
B.S., Management Information Systems
Amal Murgian's Charles Schwab Experience 1998 - 2000
Job Private Equity Investor | Non Profit Entrepreneur
Industry Venture Capital & Private Equity
Experience
Chase Bank Kenya Ltd 2015 - Present
Winton Capital Management 2010 - Present
Murgian Group 2004 - Present
Itensil 2002 - 2004
Netcentives 2001 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Arthur Andersen & Company 1991 - 1995
Adams, Harding & Lueck 1986 - 1988
Education
University of San Francisco - Masagung Graduate School of Management 1989 — 1991
MBA, International Business
Pepperdine University 1984 — 1988
Bachelor of Science (BS), Business Management
Chase Bank Kenya Ltd 2015 - Present
Winton Capital Management 2010 - Present
Murgian Group 2004 - Present
Itensil 2002 - 2004
Netcentives 2001 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Arthur Andersen & Company 1991 - 1995
Adams, Harding & Lueck 1986 - 1988
Education
University of San Francisco - Masagung Graduate School of Management 1989 — 1991
MBA, International Business
Pepperdine University 1984 — 1988
Bachelor of Science (BS), Business Management
David Tingley's Charles Schwab Experience June 1995 - August 1995
Job Lead Audit Manager, System Security Professional, Entrepreneur, Web Designer
Industry Financial Services
Experience
T Rowe Price January 2008 - Present
Burial Perfections Inc. January 1998 - September 2010
T. Rowe Price September 2004 - December 2007
T. Rowe Price January 1999 - September 2004
Burial Perfections Inc October 1998 - June 1999
Perfect Enterprises March 1998 - January 1999
Perfect Services January 1998 - January 1999
Cable and Wireless Incorporated January 1996 - June 1997
Charles Schwab and AIG June 1995 - August 1995
Charles Schwab June 1995 - August 1995
Skills
Visio, Disaster Recovery, Security, Business Analysis, IT Management, Software Documentation, Information Security, Unix, Active Directory, Project Management, IT Audit, Oracle, Risk Assessment, Management, Analysis, Risk Management, Access
Education
Principia College 1992 — 1996
Bachelor of Arts, Business Administration, Spanish
T Rowe Price January 2008 - Present
Burial Perfections Inc. January 1998 - September 2010
T. Rowe Price September 2004 - December 2007
T. Rowe Price January 1999 - September 2004
Burial Perfections Inc October 1998 - June 1999
Perfect Enterprises March 1998 - January 1999
Perfect Services January 1998 - January 1999
Cable and Wireless Incorporated January 1996 - June 1997
Charles Schwab and AIG June 1995 - August 1995
Charles Schwab June 1995 - August 1995
Skills
Visio, Disaster Recovery, Security, Business Analysis, IT Management, Software Documentation, Information Security, Unix, Active Directory, Project Management, IT Audit, Oracle, Risk Assessment, Management, Analysis, Risk Management, Access
Education
Principia College 1992 — 1996
Bachelor of Arts, Business Administration, Spanish
Lenna Lebovich's Charles Schwab Experience 1998 - 2001
Job Private Practice Psychotherapist and Mental Health Clinical Director at Women's Clinic and Family Counseling Center
Industry Mental Health Care
Experience
Women's Clinic and Family Counseling Center 2014 - Present
OUR HOUSE Grief Support Center October 2010 - 2014
Lenna Lebovich, MFT January 2006 - 2014
Vista Del Mar 2007 - 2011
Actual Reality Pictures 2002 - 2005
Charles Schwab 1998 - 2001
Wildcat Canyon Press 1997 - 1998
EarthWorks Press 1990 - 1997
Skills
Mental Health Counseling, Psychotherapy, Mental Health
Education
Pepperdine University Graduate School of Education and Psychology
Master's Degree, Clinical Psychology, emphasis on Marriage and Family Therapy
University of California, Berkeley
Bachelor's Degree
Women's Clinic and Family Counseling Center 2014 - Present
OUR HOUSE Grief Support Center October 2010 - 2014
Lenna Lebovich, MFT January 2006 - 2014
Vista Del Mar 2007 - 2011
Actual Reality Pictures 2002 - 2005
Charles Schwab 1998 - 2001
Wildcat Canyon Press 1997 - 1998
EarthWorks Press 1990 - 1997
Skills
Mental Health Counseling, Psychotherapy, Mental Health
Education
Pepperdine University Graduate School of Education and Psychology
Master's Degree, Clinical Psychology, emphasis on Marriage and Family Therapy
University of California, Berkeley
Bachelor's Degree
Janelle Vermeulen's Charles Schwab Experience September 2015 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab December 2012 - Present
Charles Schwab April 2011 - December 2012
CSC July 2009 - October 2010
CSC March 2008 - July 2009
International Economic Development Council October 2007 - March 2008
Washington State Department of Transportation December 2006 - September 2007
AMI International October 2005 - September 2006
Skills
Strategic Communications, Crisis Communications, Media Relations, Public Relations, Internal Communications, Corporate Communications, Spokesperson, Crisis Management, Press Releases, Marketing Communications, Government, Public Affairs, Social Media, Event Planning, Strategic Planning, Community Outreach, Program Management, Public Speaking, Newsletters
Education
Nutrition Therapy Institute 2015 — 2017
Certified Nutrition Therapist
Penn State University 2001 — 2005
B.S., Marketing, International Business
Charles Schwab September 2015 - Present
Charles Schwab December 2012 - Present
Charles Schwab April 2011 - December 2012
CSC July 2009 - October 2010
CSC March 2008 - July 2009
International Economic Development Council October 2007 - March 2008
Washington State Department of Transportation December 2006 - September 2007
AMI International October 2005 - September 2006
Skills
Strategic Communications, Crisis Communications, Media Relations, Public Relations, Internal Communications, Corporate Communications, Spokesperson, Crisis Management, Press Releases, Marketing Communications, Government, Public Affairs, Social Media, Event Planning, Strategic Planning, Community Outreach, Program Management, Public Speaking, Newsletters
Education
Nutrition Therapy Institute 2015 — 2017
Certified Nutrition Therapist
Penn State University 2001 — 2005
B.S., Marketing, International Business
David Scisciani's Charles Schwab Experience 1994 - 2015
Job Technical Director at Charles Schwab & Co. Inc
Industry Information Technology and Services
Experience
Charles Schwab 1994 - 2015
Cincinnati Bell Information Systems (Convergys) 1990 - 1994
RUST International, Swindell Dressler, Wheelabrator Frye,Pullman Swindell 1980 - 1990
Skills
VoIP, Call Center, Disaster Recovery, CTI, System Administration, Unix, Integration, Cloud Computing, System Deployment, TCP/IP, Solaris, Data Center, Servers, Call Centers, High Availability, ITIL, Virtualization, Cisco Technologies, Enterprise Architecture, Security, VMware, DNS, Solution Architecture, Network Security, IT Management, IT Operations, Windows Server, IIS, Server Architecture
Education
Point Park University
BS, Computer Science
Charles Schwab 1994 - 2015
Cincinnati Bell Information Systems (Convergys) 1990 - 1994
RUST International, Swindell Dressler, Wheelabrator Frye,Pullman Swindell 1980 - 1990
Skills
VoIP, Call Center, Disaster Recovery, CTI, System Administration, Unix, Integration, Cloud Computing, System Deployment, TCP/IP, Solaris, Data Center, Servers, Call Centers, High Availability, ITIL, Virtualization, Cisco Technologies, Enterprise Architecture, Security, VMware, DNS, Solution Architecture, Network Security, IT Management, IT Operations, Windows Server, IIS, Server Architecture
Education
Point Park University
BS, Computer Science
Frank Molina's Charles Schwab Experience January 2007 - November 2008
Job Sr. Infrastructure Architect at Pacific Gas and Electric Company
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company January 2013 - Present
Pacific Gas and Electric Company May 2012 - December 2012
Visa March 2009 - December 2011
Charles Schwab January 2007 - November 2008
Charles Schwab January 2003 - December 2006
Charles Schwab December 1999 - December 2002
Skills
Solution Design, Release Management, Disaster Recovery, Data Center, Program Management, Unix, Solution Architecture, Vendor Management, IT Strategy, IT Management, Oracle, Integration, SDLC, Project Portfolio..., ITIL Certified, Servers, Active Directory, SQL, System Administration, Windows Server, Network Security, Cross-functional Team..., Information Technology, Operating Systems, Quality Assurance, Project Management, Databases, Technical Support, ITIL, Enterprise Architecture, SharePoint, Testing, IT Operations, Visio, System Deployment, Hardware
Education
Pensacola Christian College 1984 — 1987
Criminology
Control Data Institute
Computer Technology
Pacific Gas and Electric Company January 2013 - Present
Pacific Gas and Electric Company May 2012 - December 2012
Visa March 2009 - December 2011
Charles Schwab January 2007 - November 2008
Charles Schwab January 2003 - December 2006
Charles Schwab December 1999 - December 2002
Skills
Solution Design, Release Management, Disaster Recovery, Data Center, Program Management, Unix, Solution Architecture, Vendor Management, IT Strategy, IT Management, Oracle, Integration, SDLC, Project Portfolio..., ITIL Certified, Servers, Active Directory, SQL, System Administration, Windows Server, Network Security, Cross-functional Team..., Information Technology, Operating Systems, Quality Assurance, Project Management, Databases, Technical Support, ITIL, Enterprise Architecture, SharePoint, Testing, IT Operations, Visio, System Deployment, Hardware
Education
Pensacola Christian College 1984 — 1987
Criminology
Control Data Institute
Computer Technology
Ken LaBarbera's Charles Schwab Experience 1992 - 2002
Job Head of Performance Engineering at Visa
Industry Financial Services
Experience
Visa April 2009 - December 2013
Washington Mutual/JPMorgan Chase 2005 - March 2009
Providian Financial 2002 - 2005
Charles Schwab 1992 - 2002
Texas Instruments 1988 - 1992
Education
Penn State University 1983 — 1988
BS, Industrial Engineering
Visa April 2009 - December 2013
Washington Mutual/JPMorgan Chase 2005 - March 2009
Providian Financial 2002 - 2005
Charles Schwab 1992 - 2002
Texas Instruments 1988 - 1992
Education
Penn State University 1983 — 1988
BS, Industrial Engineering
Nooshin McKinney's Charles Schwab Experience November 2010 - April 2015
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
Fidelity Investments April 2015 - Present
Charles Schwab November 2010 - April 2015
UBS June 2007 - May 2008
UBS May 2007 - May 2008
Partnervest Financial Group November 2005 - September 2006
Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63, FINRA, Risk Management, Securities, Wealth Management, Asset Management
Education
Pepperdine University 1991 — 1994
B.A.
University of West Los Angeles 1991 — 1994
JD, Law
Cynthia Prokopovich's Charles Schwab Experience March 2007 - June 2011
Job Divisional Business Control Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Oleg Falkov's Charles Schwab Experience February 2011 - June 2012
Job Partner and Director of Technology at Compellotech Consulting
Industry Information Services
Experience
Compellotech Consulting February 2011 - Present
Charles Schwab February 2011 - June 2012
Austin Powder Company June 2009 - February 2011
Paragon Consulting, Inc August 2007 - March 2009
OEConnection November 2008 - February 2009
Charles Schwab November 2007 - November 2008
Litigation Management Inc. April 2006 - August 2007
A2Z Computers, Inc January 2002 - March 2005
Interek Technologies / ClickToEat.com 2005 - 2005
Winncom Technologies January 2000 - March 2001
Skills
LINQ, Entity Framework, Design Patterns, DDD, TDD, C#, WCF, XAML, WPF, Silverlight, Unit Testing, TFS, RUP, Agile, OOP, .NET Compact Framework, ASP.NET, Workflow, WF, UML, Project Execution, Software Estimation, Business Analysis, Security, Application Development, Application Security, Secure Computing, User Experience, Data Analysis, Data Mining, Data Migration, System Architecture, Application Architecture, Enterprise Architecture, Application Design, Solution Design, Functional Design, Design Specifications, SharePoint, SQL Server, MVC, HTML 5, Enterprise Solution..., MVVM, Microsoft SQL Server, Agile Methodologies, Test Driven Development, Software Development, Project Management, Product Management
Education
Санкт-Петербургский Государственный Политехнический Университет 1990 — 1994
ВЭРТФ, ЭВМ Комплексы Системы Сети
Leningradskij Priborostroitel'nyj Tekhnikum 1987 — 1989
Applied Math - 1750
Shkola Internat N1, Pushkinskiy r-n, St. Petersburg 1977 — 1984
Compellotech Consulting February 2011 - Present
Charles Schwab February 2011 - June 2012
Austin Powder Company June 2009 - February 2011
Paragon Consulting, Inc August 2007 - March 2009
OEConnection November 2008 - February 2009
Charles Schwab November 2007 - November 2008
Litigation Management Inc. April 2006 - August 2007
A2Z Computers, Inc January 2002 - March 2005
Interek Technologies / ClickToEat.com 2005 - 2005
Winncom Technologies January 2000 - March 2001
Skills
LINQ, Entity Framework, Design Patterns, DDD, TDD, C#, WCF, XAML, WPF, Silverlight, Unit Testing, TFS, RUP, Agile, OOP, .NET Compact Framework, ASP.NET, Workflow, WF, UML, Project Execution, Software Estimation, Business Analysis, Security, Application Development, Application Security, Secure Computing, User Experience, Data Analysis, Data Mining, Data Migration, System Architecture, Application Architecture, Enterprise Architecture, Application Design, Solution Design, Functional Design, Design Specifications, SharePoint, SQL Server, MVC, HTML 5, Enterprise Solution..., MVVM, Microsoft SQL Server, Agile Methodologies, Test Driven Development, Software Development, Project Management, Product Management
Education
Санкт-Петербургский Государственный Политехнический Университет 1990 — 1994
ВЭРТФ, ЭВМ Комплексы Системы Сети
Leningradskij Priborostroitel'nyj Tekhnikum 1987 — 1989
Applied Math - 1750
Shkola Internat N1, Pushkinskiy r-n, St. Petersburg 1977 — 1984
Robert Stubbs's Charles Schwab Experience August 2006 - August 2007
Job IT Systems Engineer at Daimler Trucks North America
Industry Information Technology and Services
Experience
Daimler Trucks North America June 2012 - Present
Daimler Trucks North America August 2007 - Present
Charles Schwab August 2006 - August 2007
CenturyTel April 2001 - February 2004
Nuwave Communications April 2000 - December 2000
Pacific Life April 1998 - March 2000
Pacific Life December 1991 - May 1995
Westec October 1989 - April 1991
Advanced Micro Devices May 1980 - April 1985
Southern California Edison September 1971 - September 1978
Skills
Business Intelligence, Business Analysis, Data Analysis, Software Development, Information Technology, Analysis, Project Management, Business Process..., MS Project, Change Management, Access, Program Management, Database Design, Unix, Cross-functional Team..., Enterprise Architecture, Crystal Reports, Windows, Team Leadership, ITIL, IT Strategy, IT Management, Cognos, Agile Methodologies, DB2, Six Sigma
Education
Portland Community College 2001 — 2004
AA+, Business
Saddleback College 1971 — 1977
AA+, Business
Lebanon High School 1951 — 1956
Daimler Trucks North America June 2012 - Present
Daimler Trucks North America August 2007 - Present
Charles Schwab August 2006 - August 2007
CenturyTel April 2001 - February 2004
Nuwave Communications April 2000 - December 2000
Pacific Life April 1998 - March 2000
Pacific Life December 1991 - May 1995
Westec October 1989 - April 1991
Advanced Micro Devices May 1980 - April 1985
Southern California Edison September 1971 - September 1978
Skills
Business Intelligence, Business Analysis, Data Analysis, Software Development, Information Technology, Analysis, Project Management, Business Process..., MS Project, Change Management, Access, Program Management, Database Design, Unix, Cross-functional Team..., Enterprise Architecture, Crystal Reports, Windows, Team Leadership, ITIL, IT Strategy, IT Management, Cognos, Agile Methodologies, DB2, Six Sigma
Education
Portland Community College 2001 — 2004
AA+, Business
Saddleback College 1971 — 1977
AA+, Business
Lebanon High School 1951 — 1956
Paul Palguta's Charles Schwab Experience 1997 - 2000
Job President & CEO at RiversEdge Advanced Retirement Solutions
Industry Financial Services
Experience
RiversEdge Advanced Retirement Solutions November 2009 - Present
The Standard April 2006 - September 2009
Invesmart 2000 - 2006
Charles Schwab 1997 - 2000
Federated Investors 1992 - 1997
Mellon Bank 1985 - 1992
Skills
401k, Retirement, Pensions, Mutual Funds, Retirement Planning, Series 63, Investments, Series 7, Investment Advisory, Employee Benefits, Asset Allocation, Asset Managment, Retirement Plan..., Wealth Management, Process Improvement, ERISA, Insurance, Strategic Planning, Business Analysis, Financial Advisory
Education
Penn State University 1981 — 1985
B.S., Accounting
RiversEdge Advanced Retirement Solutions November 2009 - Present
The Standard April 2006 - September 2009
Invesmart 2000 - 2006
Charles Schwab 1997 - 2000
Federated Investors 1992 - 1997
Mellon Bank 1985 - 1992
Skills
401k, Retirement, Pensions, Mutual Funds, Retirement Planning, Series 63, Investments, Series 7, Investment Advisory, Employee Benefits, Asset Allocation, Asset Managment, Retirement Plan..., Wealth Management, Process Improvement, ERISA, Insurance, Strategic Planning, Business Analysis, Financial Advisory
Education
Penn State University 1981 — 1985
B.S., Accounting
Rob Grimaud's Charles Schwab Experience September 2011 - August 2012
Job Owner at Trust Outsourcing Consulting Inc
Industry Financial Services
Experience
Trust Outsourcing Consulting Inc January 2015 - Present
J.P. Morgan October 2012 - March 2014
Charles Schwab September 2011 - August 2012
Charles Schwab September 2008 - August 2011
SunGard January 1994 - July 2008
Skills
Product Management, Outsourcing, Management, Product Development, Financial Services, Vendor Management, Portfolio Management, SDLC, Requirements Analysis, Equities
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance
Trust Outsourcing Consulting Inc January 2015 - Present
J.P. Morgan October 2012 - March 2014
Charles Schwab September 2011 - August 2012
Charles Schwab September 2008 - August 2011
SunGard January 1994 - July 2008
Skills
Product Management, Outsourcing, Management, Product Development, Financial Services, Vendor Management, Portfolio Management, SDLC, Requirements Analysis, Equities
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance
Cheyenne Olmedo's Charles Schwab Experience February 2014 - Present
Job Operations SpecialistRetirement Services
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Booz Allen Hamilton May 2010 - July 2013
Booz Allen Hamilton July 2011 - October 2012
SSB Inc October 2009 - March 2010
US Army March 2003 - October 2009
US Army 2003 - 2009
Skills
Intelligence Analysis, SIGINT, Analysis, Intelligence, National Security, Counterintelligence, Geomatics, Counterterrorism, DoD, Security Clearance, Army, Information Assurance, Military Operations, Military Experience, Military, HUMINT, Homeland Security, Force Protection, Afghanistan, Intelligence Community, Counterinsurgency, Electronic Warfare, Analyst Notebook, Briefing, Signals Intelligence, All-Source Intelligence, Google Earth, Active TS/SCI Clearance, Defense, Top Secret, Tactics, Special Operations, Security, Government Contracting, Command, Operational Planning, Military Training, Security+, Reconnaissance, Weapons, Security Operations, Physical Security
Education
Penn State University 2012 — 2013
Graduate Certificate, Homeland Security
Regis University 2000 — 2002
MBA, emphasis in Electronic Commerce
University of Phoenix 1998 — 1999
Business Management
Cochise College
2008 Associates of Applied Science, Intelligence Operations
Charles Schwab February 2014 - Present
Booz Allen Hamilton May 2010 - July 2013
Booz Allen Hamilton July 2011 - October 2012
SSB Inc October 2009 - March 2010
US Army March 2003 - October 2009
US Army 2003 - 2009
Skills
Intelligence Analysis, SIGINT, Analysis, Intelligence, National Security, Counterintelligence, Geomatics, Counterterrorism, DoD, Security Clearance, Army, Information Assurance, Military Operations, Military Experience, Military, HUMINT, Homeland Security, Force Protection, Afghanistan, Intelligence Community, Counterinsurgency, Electronic Warfare, Analyst Notebook, Briefing, Signals Intelligence, All-Source Intelligence, Google Earth, Active TS/SCI Clearance, Defense, Top Secret, Tactics, Special Operations, Security, Government Contracting, Command, Operational Planning, Military Training, Security+, Reconnaissance, Weapons, Security Operations, Physical Security
Education
Penn State University 2012 — 2013
Graduate Certificate, Homeland Security
Regis University 2000 — 2002
MBA, emphasis in Electronic Commerce
University of Phoenix 1998 — 1999
Business Management
Cochise College
2008 Associates of Applied Science, Intelligence Operations
Maria Marseglia's Charles Schwab Experience March 2014 - Present
Job Mutual Fund Operations Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Charles Schwab March 2014 - Present
Wilmington Trust May 2012 - March 2014
ING Investment Management August 2010 - May 2012
ING Investment Management March 2005 - August 2010
ING Funds Services LLC March 2003 - March 2005
Columbia Management Group August 2001 - February 2003
Pioneer Investment Management, Inc. August 1999 - August 2001
New England Funds May 1996 - August 1999
Skills
FINRA Series 6 & 63, Mutual Funds, Market Research, Data Analysis, Competitive Analysis, Financial Analysis, Compliance, Due Diligence, Microsoft Office, Separately Managed..., FINRA, Investments, Series 7, Alternative Investments, Asset Management, Series 63, Hedge Funds
Education
Providence College
BS, Accounting
Deanna Munoz's Charles Schwab Experience 1997 - 1999
Job Distribution Systems Governance Program Coordinator Salt River Project
Industry Utilities
Experience
Salt River Project August 2013 - Present
Salt River Project January 2013 - August 2013
Salt River Project March 2011 - January 2013
Salt River Project 2009 - March 2011
Salt River Project 2006 - 2009
Salt River Project March 2000 - January 2006
Charles Schwab 1997 - 1999
Skills
Leadership, Energy, Management, Project Management, Engineering, Business Process, Governance, Customer Service, Process Improvement, Electric Power, SharePoint, Smart Grid, Project Planning
Education
Western International University 2002 — 2008
BA, Behaviorial Science
Phoenix College 1997 — 2001
General Studies
Salt River Project August 2013 - Present
Salt River Project January 2013 - August 2013
Salt River Project March 2011 - January 2013
Salt River Project 2009 - March 2011
Salt River Project 2006 - 2009
Salt River Project March 2000 - January 2006
Charles Schwab 1997 - 1999
Skills
Leadership, Energy, Management, Project Management, Engineering, Business Process, Governance, Customer Service, Process Improvement, Electric Power, SharePoint, Smart Grid, Project Planning
Education
Western International University 2002 — 2008
BA, Behaviorial Science
Phoenix College 1997 — 2001
General Studies
Hoanmy Nguyen's Charles Schwab Experience March 2014 - Present
Job Charles SchwabPSAustin TX
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
AIG September 2013 - March 2014
Knowledge Universe October 2012 - September 2013
Knowledge Learning Corporation February 2010 - October 2012
Knowledge Learning Corporation April 2008 - October 2012
Skills
Staff Development, Teaching, Early Childhood..., Curriculum Development, Curriculum Design, Educational Leadership, Public Speaking, Customer Service, Tutoring, Microsoft Office, Coaching, Lesson Planning, Event Planning, PowerPoint, Leadership Development, Non-profits, Educational Technology, Instructional Design, Community Outreach, Microsoft Excel, Purchasing, Administration, Data Analysis, Social Networking, Program Management, Conflict Resolution, Microsoft Word, Blogging, Special Education, Analysis, System Administration, Grants, Supervisory Skills
Education
Portland State University - School of Business 2001 — 2006
BA, Finance and Biochemistry
Charles Schwab March 2014 - Present
AIG September 2013 - March 2014
Knowledge Universe October 2012 - September 2013
Knowledge Learning Corporation February 2010 - October 2012
Knowledge Learning Corporation April 2008 - October 2012
Skills
Staff Development, Teaching, Early Childhood..., Curriculum Development, Curriculum Design, Educational Leadership, Public Speaking, Customer Service, Tutoring, Microsoft Office, Coaching, Lesson Planning, Event Planning, PowerPoint, Leadership Development, Non-profits, Educational Technology, Instructional Design, Community Outreach, Microsoft Excel, Purchasing, Administration, Data Analysis, Social Networking, Program Management, Conflict Resolution, Microsoft Word, Blogging, Special Education, Analysis, System Administration, Grants, Supervisory Skills
Education
Portland State University - School of Business 2001 — 2006
BA, Finance and Biochemistry
Susan Celestial Dematera's Charles Schwab Experience September 2009 - March 2010
Job Programmer Analyst and Application Developer
Industry Information Technology and Services
Experience
Wells Fargo November 2013 - January 2014
ADP February 2013 - June 2013
Wells Fargo April 2010 - September 2011
Charles Schwab September 2009 - March 2010
Charles Schwab February 2000 - June 2007
Safeway October 1996 - January 2000
Skills
DB2, COBOL, SDLC, Software Development, CICS, VSAM, MVS, SQL, IBM Mainframe, TSO, XML, Easytrieve, SAS, Endeavor, PL/SQL, IBM Utilities, SOA, ETL, HTML, Oracle 11g, Datacom, Teradata, IBM z/OS, MVS/ESA, UNIX, AIX, Windows, SAS Enterprise Guide, SAS Macro, SAS ODS, ChangeMan, CA7, QMF, UML, JUnit, Eclipse, TOAD, DL1, Dyl280, Strobe, BMC, RUP, Apache, J2EE, JavaScript, PHP, CSS, Toad, Testing
Education
Philippine School of Business Administration
Bachelor of Science in Business Administration, Major in Accounting, Minor in Economics
Wells Fargo November 2013 - January 2014
ADP February 2013 - June 2013
Wells Fargo April 2010 - September 2011
Charles Schwab September 2009 - March 2010
Charles Schwab February 2000 - June 2007
Safeway October 1996 - January 2000
Skills
DB2, COBOL, SDLC, Software Development, CICS, VSAM, MVS, SQL, IBM Mainframe, TSO, XML, Easytrieve, SAS, Endeavor, PL/SQL, IBM Utilities, SOA, ETL, HTML, Oracle 11g, Datacom, Teradata, IBM z/OS, MVS/ESA, UNIX, AIX, Windows, SAS Enterprise Guide, SAS Macro, SAS ODS, ChangeMan, CA7, QMF, UML, JUnit, Eclipse, TOAD, DL1, Dyl280, Strobe, BMC, RUP, Apache, J2EE, JavaScript, PHP, CSS, Toad, Testing
Education
Philippine School of Business Administration
Bachelor of Science in Business Administration, Major in Accounting, Minor in Economics
Hariharan Velu's Charles Schwab Experience February 2011 - August 2013
Job Software Developer at Halliburton
Industry Information Technology and Services
Experience
Halliburton September 2013 - Present
Charles Schwab February 2011 - August 2013
Infosys Technologies Ltd August 2007 - August 2013
Skills
WPF, WPF Development, C#, .NET, SQL, PL/SQL, Requirements Analysis, SDLC, Web Services, Microsoft SQL Server, WCF, Agile Methodologies, Visual Studio, Software Development, XAML, XML, JavaScript, Software Project..., Oracle, ASP.NET
Education
Pondicherry University 2003 — 2007
B. Tech, Computer Science
Carmel Garden 2001 — 2003
Higher Secondary
Halliburton September 2013 - Present
Charles Schwab February 2011 - August 2013
Infosys Technologies Ltd August 2007 - August 2013
Skills
WPF, WPF Development, C#, .NET, SQL, PL/SQL, Requirements Analysis, SDLC, Web Services, Microsoft SQL Server, WCF, Agile Methodologies, Visual Studio, Software Development, XAML, XML, JavaScript, Software Project..., Oracle, ASP.NET
Education
Pondicherry University 2003 — 2007
B. Tech, Computer Science
Carmel Garden 2001 — 2003
Higher Secondary
Manisha Kendall's Charles Schwab Experience 1996 - 2000
Job Investment Management Professional
Industry Investment Management
Experience
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Domingo Padilla's Charles Schwab Experience February 2006 - September 2009
Job Technical Support at Apollo Group
Industry Higher Education
Experience
Apollo Group November 2009 - Present
Charles Schwab February 2006 - September 2009
Skills
Higher Education, Student Affairs, Student Financial Aid, Microsoft Office, Campus, Research, Adult Education, Customer Service, E-Learning, Distance Learning, Data Analysis, Public Speaking
Education
Redondo Union high School 1995 — 1999
Diploma
Phoenix College
Associates, General Studies
Apollo Group November 2009 - Present
Charles Schwab February 2006 - September 2009
Skills
Higher Education, Student Affairs, Student Financial Aid, Microsoft Office, Campus, Research, Adult Education, Customer Service, E-Learning, Distance Learning, Data Analysis, Public Speaking
Education
Redondo Union high School 1995 — 1999
Diploma
Phoenix College
Associates, General Studies
Dan Morwood's Charles Schwab Experience 1999 - 2000
Job Enterprise Application Sales Manager
Industry Computer Software
Experience
Microsoft October 2005 - Present
Blue Coat Systems 2004 - 2005
GTSI 2000 - 2004
Charles Schwab 1999 - 2000
Skills
Channel Partners, Professional Services, Solution Selling, Partner Management, SaaS, Enterprise Software, Salesforce.com, Strategic Partnerships, Channel, IT Strategy, Business Alliances, Cloud Computing, Account Management, Security, Enterprise Architecture, CRM, Sales Enablement, Managed Services, Software Industry
Education
Point Loma Nazarene University 1996 — 1998
MA
Point Loma Nazarene University 1991 — 1995
BA
Microsoft October 2005 - Present
Blue Coat Systems 2004 - 2005
GTSI 2000 - 2004
Charles Schwab 1999 - 2000
Skills
Channel Partners, Professional Services, Solution Selling, Partner Management, SaaS, Enterprise Software, Salesforce.com, Strategic Partnerships, Channel, IT Strategy, Business Alliances, Cloud Computing, Account Management, Security, Enterprise Architecture, CRM, Sales Enablement, Managed Services, Software Industry
Education
Point Loma Nazarene University 1996 — 1998
MA
Point Loma Nazarene University 1991 — 1995
BA
Anabelle Alviar's Charles Schwab Experience 1997 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
California Pacific Medical Center December 2011 - 2012
Charles Schwab 1997 - 2010
Skills
Phlebotomy, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Accounting, General Ledger, Laboratory Technicians, Strategic Financial..., Cash Management
Education
Daly City Regional Occupational Programn 1993 — 1994
Computerized Accounting
Polytechnic University of the Philippines 1975 — 1980
Bachelor of Science (B.S.), Accounting
California Pacific Medical Center December 2011 - 2012
Charles Schwab 1997 - 2010
Skills
Phlebotomy, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Accounting, General Ledger, Laboratory Technicians, Strategic Financial..., Cash Management
Education
Daly City Regional Occupational Programn 1993 — 1994
Computerized Accounting
Polytechnic University of the Philippines 1975 — 1980
Bachelor of Science (B.S.), Accounting
Narcisa Patio's Charles Schwab Experience September 2005 - November 2006
Job Banking Professional
Industry Banking
Experience
Union Bank November 2006 - September 2012
Charles Schwab September 2005 - November 2006
Bank of New York (BNY Mellon) August 1997 - June 2005
Skills
MS Word, Excel,..., Accounting, Accounts Payable, CRM, Management, Retirement Planning, Invoicing, Banking, Trading, Payments, Software Documentation, Investment Management, Financial Services, Securities, Customer Service, Portfolio Management, Finance, Bank Secrecy Act, Administration, Risk Management, Cash Management, Credit, Credit Analysis, Loans
Education
Polytechnic University of the Philippines
Bachelor of Commerce (BCom), Management
Union Bank November 2006 - September 2012
Charles Schwab September 2005 - November 2006
Bank of New York (BNY Mellon) August 1997 - June 2005
Skills
MS Word, Excel,..., Accounting, Accounts Payable, CRM, Management, Retirement Planning, Invoicing, Banking, Trading, Payments, Software Documentation, Investment Management, Financial Services, Securities, Customer Service, Portfolio Management, Finance, Bank Secrecy Act, Administration, Risk Management, Cash Management, Credit, Credit Analysis, Loans
Education
Polytechnic University of the Philippines
Bachelor of Commerce (BCom), Management
Jean De la Mata's Charles Schwab Experience November 2008 - November 2009
Job Deputy Director, Operations and Performance Management, Academic and Innovation Office at Denver Public Schools
Industry Nonprofit Organization Management
Experience
Denver Public Schools August 2014 - Present
Colorado Education Initiative March 2011 - August 2014
Denver Public Schools January 2010 - March 2011
Charles Schwab November 2008 - November 2009
McKinsey & Company March 1999 - August 2001
SC Johnson May 1998 - March 1999
Bankers Trust June 1993 - April 1996
Education
Princeton University
Bachelor of Arts (B.A.), History
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance, General
Denver Public Schools August 2014 - Present
Colorado Education Initiative March 2011 - August 2014
Denver Public Schools January 2010 - March 2011
Charles Schwab November 2008 - November 2009
McKinsey & Company March 1999 - August 2001
SC Johnson May 1998 - March 1999
Bankers Trust June 1993 - April 1996
Education
Princeton University
Bachelor of Arts (B.A.), History
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance, General
Derrick Carlo's Charles Schwab Experience February 2003 - January 2007
Job Information Technology professional, Senior Virtualization & Windows Engineer
Industry Information Technology and Services
Experience
Wyndham Worldwide January 2007 - August 2013
Wyndham Worldwide January 2007 - January 2012
Charles Schwab February 2003 - January 2007
DynCorp International October 2002 - February 2003
Lockheed Martin January 2000 - May 2002
Insource Technology July 1999 - January 2000
MicroAge September 1998 - July 1999
Data Conversion Specialists, LLC October 1996 - February 1998
IBM July 1995 - February 1997
Skills
VMware 5.0 Experience, VMware 5.1 Experience, Cisco UCS Experience, MSCS Clustering..., Microsoft Active..., Management Suite v. 7.1..., SQL Server Server..., Database Design..., Experienced in managing..., Virtualization leader..., Developed, designed,..., Designed, developed,..., Managed database..., Experienced in the..., Technical project..., Excellent communication...
Education
University of Phoenix
Bachelor of Science (BS), Information Technology, 3.84
Penn State University 1982 — 1984
Associate's degree, Business Administration and Management, General
ICM School of Business
Certificate, Computer Programming
DCI Computer Institute
Certificate, Information Systems
Wyndham Worldwide January 2007 - August 2013
Wyndham Worldwide January 2007 - January 2012
Charles Schwab February 2003 - January 2007
DynCorp International October 2002 - February 2003
Lockheed Martin January 2000 - May 2002
Insource Technology July 1999 - January 2000
MicroAge September 1998 - July 1999
Data Conversion Specialists, LLC October 1996 - February 1998
IBM July 1995 - February 1997
Skills
VMware 5.0 Experience, VMware 5.1 Experience, Cisco UCS Experience, MSCS Clustering..., Microsoft Active..., Management Suite v. 7.1..., SQL Server Server..., Database Design..., Experienced in managing..., Virtualization leader..., Developed, designed,..., Designed, developed,..., Managed database..., Experienced in the..., Technical project..., Excellent communication...
Education
University of Phoenix
Bachelor of Science (BS), Information Technology, 3.84
Penn State University 1982 — 1984
Associate's degree, Business Administration and Management, General
ICM School of Business
Certificate, Computer Programming
DCI Computer Institute
Certificate, Information Systems
Moira Meehan's Charles Schwab Experience October 2009 - April 2011
Job Vice President at Seals Unlimited Inc
Industry Mechanical or Industrial Engineering
Experience
Seals Unlimited Inc April 2011 - Present
Charles Schwab October 2009 - April 2011
Massachusetts College of Pharmacy and Health Sciences April 2008 - July 2009
Lower East Side Tenement Museum September 2007 - January 2008
City Councilman James Gennaro June 2006 - July 2007
Council on Foreign Relations September 2005 - January 2006
City University of New York (CUNY) School of Law January 2004 - August 2005
Education
Simmons College GSLIS
Master of Library & Information Science (MLIS)
Pratt Institute
Library and Information Science
Queens College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Seals Unlimited Inc April 2011 - Present
Charles Schwab October 2009 - April 2011
Massachusetts College of Pharmacy and Health Sciences April 2008 - July 2009
Lower East Side Tenement Museum September 2007 - January 2008
City Councilman James Gennaro June 2006 - July 2007
Council on Foreign Relations September 2005 - January 2006
City University of New York (CUNY) School of Law January 2004 - August 2005
Education
Simmons College GSLIS
Master of Library & Information Science (MLIS)
Pratt Institute
Library and Information Science
Queens College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Dan McKenna's Charles Schwab Experience 2011 - 2013
Job Enterprise Risk Management
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Charles Schwab 2011 - 2013
MSCI Barra 2008 - 2011
Logan Circle Partners 2007 - 2008
Delaware Investments 2004 - 2007
Education
Princeton University 2000 — 2004
AB, Psychology
William Penn Charter School
Wells Fargo October 2013 - Present
Charles Schwab 2011 - 2013
MSCI Barra 2008 - 2011
Logan Circle Partners 2007 - 2008
Delaware Investments 2004 - 2007
Education
Princeton University 2000 — 2004
AB, Psychology
William Penn Charter School
Gustavo Borrero jr's Charles Schwab Experience March 2015 - Present
Job Senior Technical Support Specialist at BNY Mellon
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
BNY Mellon May 2011 - March 2015
Education
Plymouth State University 2001 — 2005
Bachelor of Science (B.S.), Information Technology
Wentworth Institute of Technology 1999 — 2001
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Charles Schwab March 2015 - Present
BNY Mellon May 2011 - March 2015
Education
Plymouth State University 2001 — 2005
Bachelor of Science (B.S.), Information Technology
Wentworth Institute of Technology 1999 — 2001
Associate of Science (A.S.), Computer Technology/Computer Systems Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank