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
Dave Hiatt Dave Hiatt's Charles Schwab Experience August 2011 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Allegiant Financial Group August 2010 - August 2011
Education
Purdue University
Bachelor's Degree, Pre-Law, Finance
Charles Schwab August 2011 - Present
Allegiant Financial Group August 2010 - August 2011
Education
Purdue University
Bachelor's Degree, Pre-Law, Finance
Greg Forsythe's Charles Schwab Experience November 2000 - December 2013
Job President at Revelation Investment Research, Inc.
Industry Financial Services
Experience
Revelation Investment Research January 2014 - Present
Charles Schwab November 2000 - December 2013
Chicago Investment Analytics March 1991 - November 2000
Zacks Investment Research March 1986 - February 1991
Union Carbide May 1982 - February 1986
Skills
Equity Research Analysis, Investment Management, Equity Research, Bloomberg, Equity Trading, Technical Analysis, Series 7, Asset Allocation, Series 63, Equity Valuation, Investment Advisory, Wealth Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Purdue University 1978 — 1982
Industrial Engineering
Revelation Investment Research January 2014 - Present
Charles Schwab November 2000 - December 2013
Chicago Investment Analytics March 1991 - November 2000
Zacks Investment Research March 1986 - February 1991
Union Carbide May 1982 - February 1986
Skills
Equity Research Analysis, Investment Management, Equity Research, Bloomberg, Equity Trading, Technical Analysis, Series 7, Asset Allocation, Series 63, Equity Valuation, Investment Advisory, Wealth Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Purdue University 1978 — 1982
Industrial Engineering
Matthew Noll's Charles Schwab Experience October 2005 - Present
Job Senior Client Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2005 - Present
Skills
Series 7, Series 63
Education
Purdue University 2001 — 2005
Bachelor's Degree, Krannert School of Management
Charles Schwab October 2005 - Present
Skills
Series 7, Series 63
Education
Purdue University 2001 — 2005
Bachelor's Degree, Krannert School of Management
Michael Clayman, CFP®'s Charles Schwab Experience 2002 - January 2014
Job Wealth Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2015 - Present
Buckingham Family of Financial Services February 2014 - Present
Hufford Advisors, LLC February 2014 - September 2014
Charles Schwab 2002 - January 2014
Charles Schwab August 1999 - October 2002
Skills
Portfolio Management, Investments, Certified Financial..., Equities, Financial Advisory, Investment Advisory, Bonds, Asset Allocation, ETFs, Options, Financial Services, Finance, Fixed Annuities, Series 7, 9/10, 63, 66., Life and Health..., Chess
Education
Purdue University 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Buckingham Family of Financial Services July 2015 - Present
Buckingham Family of Financial Services February 2014 - Present
Hufford Advisors, LLC February 2014 - September 2014
Charles Schwab 2002 - January 2014
Charles Schwab August 1999 - October 2002
Skills
Portfolio Management, Investments, Certified Financial..., Equities, Financial Advisory, Investment Advisory, Bonds, Asset Allocation, ETFs, Options, Financial Services, Finance, Fixed Annuities, Series 7, 9/10, 63, 66., Life and Health..., Chess
Education
Purdue University 1991 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jamie Vladuchick, CFA's Charles Schwab Experience February 2011 - April 2012
Job
Industry Financial Services
Experience
The Windsor Group, Ltd. October 2012 - Present
Charles Schwab February 2011 - April 2012
Charles Schwab May 2008 - February 2011
Skills
Series 7, Series 63, Series 9, Series 10, Mutual Funds, Securities, Asset Allocation, Retirement, ETFs, Investments, IRAs, Strategic Financial..., Trading, Financial Risk, Risk Management, Portfolio Management, Equities, Asset Management, FINRA, Financial Markets, Investment Banking, Fixed Income, Financial Planning
Education
Purdue University 2003 — 2008
BS, Financial Counseling and Planning
The Windsor Group, Ltd. October 2012 - Present
Charles Schwab February 2011 - April 2012
Charles Schwab May 2008 - February 2011
Skills
Series 7, Series 63, Series 9, Series 10, Mutual Funds, Securities, Asset Allocation, Retirement, ETFs, Investments, IRAs, Strategic Financial..., Trading, Financial Risk, Risk Management, Portfolio Management, Equities, Asset Management, FINRA, Financial Markets, Investment Banking, Fixed Income, Financial Planning
Education
Purdue University 2003 — 2008
BS, Financial Counseling and Planning
David Roper David Roper's Charles Schwab Experience November 1999 - January 2001
Job Upgrade Engineer at EMC
Industry Information Technology and Services
Experience
Toxidyne January 2010 - Present
Twinlab September 2013 - August 2014
Novarad November 2010 - January 2012
NetApp/Convergys January 2008 - September 2010
Teleperformance, USA January 2007 - July 2007
ProPay August 2001 - November 2005
Charles Schwab November 1999 - January 2001
Skills
Servers, SAN, High Availability, Technical Support, Storage, TCP/IP, Solaris, Hardware, Unix, NAS, Microsoft Exchange, NFS, Linux, Data Center, Microsoft SQL Server, Troubleshooting, Windows XP, XP, Storage Area Networks, VMware, RAID, SQL, NetApp, Windows, Active Directory, Technical Writing, Knowledge Management, Customer Service
Education
Utah Valley University 2012 — 2016
Associate of Arts (A.A.) - current student, Information Technology and Behavioral Science, Sophomore
Provo College-Provo 2003 — 2004
Rio Salado College 2000 — 2001
Toxidyne January 2010 - Present
Twinlab September 2013 - August 2014
Novarad November 2010 - January 2012
NetApp/Convergys January 2008 - September 2010
Teleperformance, USA January 2007 - July 2007
ProPay August 2001 - November 2005
Charles Schwab November 1999 - January 2001
Skills
Servers, SAN, High Availability, Technical Support, Storage, TCP/IP, Solaris, Hardware, Unix, NAS, Microsoft Exchange, NFS, Linux, Data Center, Microsoft SQL Server, Troubleshooting, Windows XP, XP, Storage Area Networks, VMware, RAID, SQL, NetApp, Windows, Active Directory, Technical Writing, Knowledge Management, Customer Service
Education
Utah Valley University 2012 — 2016
Associate of Arts (A.A.) - current student, Information Technology and Behavioral Science, Sophomore
Provo College-Provo 2003 — 2004
Rio Salado College 2000 — 2001
Glenn Cooper Glenn Cooper's Charles Schwab Experience 2001 - Present
Job SVP Corporate Real Estate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2001 - Present
Citi 1997 - 2001
Education
Queens College
Bachelor of Arts (B.A.), Communication and Media Studies
Charles Schwab 2001 - Present
Citi 1997 - 2001
Education
Queens College
Bachelor of Arts (B.A.), Communication and Media Studies
Heath M. Carpenter's Charles Schwab Experience October 2011 - February 2012
Job Regional Vice President
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Justin Sherman Justin Sherman's Charles Schwab Experience June 2014 - Present
Job Associate Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
CGI July 2012 - June 2014
Education
Radford University 2008 — 2012
Bachelor of Science, Computer Science
Charles Schwab June 2014 - Present
CGI July 2012 - June 2014
Education
Radford University 2008 — 2012
Bachelor of Science, Computer Science
Tony Mai's Charles Schwab Experience 1998 - 1999
Job Cofounder & CEO at OurTeam
Industry Sports
Experience
OurTeam Inc. June 2013 - Present
Pie Digital October 2008 - May 2013
Judo Systems January 2006 - October 2008
Pacific Exchange (acquired by Arca in 2005, then merged with NYSE in 2006) June 2002 - January 2006
Yipes June 2000 - June 2002
Visa 1998 - June 2000
Charles Schwab 1998 - 1999
Banc of America Securities 1996 - 1998
Bank of America 1991 - 1996
Skills
Start-ups, Cloud Computing, Fixed Income, Trading Systems, SaaS, Product Management, Mobile Applications, Web Applications, Options, Java Enterprise Edition, Software Development, Networking, Hibernate, Trading, Web Services, Databases, JBoss Application Server, Architecture, Agile Methodologies, Enterprise Software, Integration, .NET, REST, Scrum, Agile Project Management, Distributed Systems, Architectures
Education
Purdue University 1987 — 1991
BS
Arsenal Technical High School 1985 — 1987
OurTeam Inc. June 2013 - Present
Pie Digital October 2008 - May 2013
Judo Systems January 2006 - October 2008
Pacific Exchange (acquired by Arca in 2005, then merged with NYSE in 2006) June 2002 - January 2006
Yipes June 2000 - June 2002
Visa 1998 - June 2000
Charles Schwab 1998 - 1999
Banc of America Securities 1996 - 1998
Bank of America 1991 - 1996
Skills
Start-ups, Cloud Computing, Fixed Income, Trading Systems, SaaS, Product Management, Mobile Applications, Web Applications, Options, Java Enterprise Edition, Software Development, Networking, Hibernate, Trading, Web Services, Databases, JBoss Application Server, Architecture, Agile Methodologies, Enterprise Software, Integration, .NET, REST, Scrum, Agile Project Management, Distributed Systems, Architectures
Education
Purdue University 1987 — 1991
BS
Arsenal Technical High School 1985 — 1987
Rosario Bennett's Charles Schwab Experience June 2015 - Present
Job Economics Student at Scripps College
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Scripps College Economics Society May 2013 - Present
Scripps College Women in Finance and Consulting November 2013 - Present
Scripps College September 2015 - Present
OddLot Entertainment May 2014 - August 2014
The Scripps Voice January 2014 - June 2014
Vode Lighting LLC June 2013 - August 2013
Insalata's Restaurant January 2012 - August 2013
Scripps College Development Office September 2012 - January 2013
Skills
Fundraising, Social Media, Research, Microsoft Excel, Leadership, PowerPoint, Blogging, Spanish, Event Planning, Creative Writing, Marketing, Organization, Photoshop, Microsoft Word, WordPress, Microsoft Office, Pinterest, Youth Work, Public Speaking, InDesign, Python, Environmental Issues, Corporate Finance, Profitability Analysis, Finance, Economics, Economic Development, Statistics, Personal Investing, Environmental Economics, Expense Allocation, Revenue Analysis, Financial Accounting, Stata
Education
Scripps College 2013 — 2016
Bachelor's degree, Economics
Queen Mary, U. of London 2014 — 2014
Bachelor's Degree, Economics
Marin Academy 2009 — 2012
Charles Schwab June 2015 - Present
Scripps College Economics Society May 2013 - Present
Scripps College Women in Finance and Consulting November 2013 - Present
Scripps College September 2015 - Present
OddLot Entertainment May 2014 - August 2014
The Scripps Voice January 2014 - June 2014
Vode Lighting LLC June 2013 - August 2013
Insalata's Restaurant January 2012 - August 2013
Scripps College Development Office September 2012 - January 2013
Skills
Fundraising, Social Media, Research, Microsoft Excel, Leadership, PowerPoint, Blogging, Spanish, Event Planning, Creative Writing, Marketing, Organization, Photoshop, Microsoft Word, WordPress, Microsoft Office, Pinterest, Youth Work, Public Speaking, InDesign, Python, Environmental Issues, Corporate Finance, Profitability Analysis, Finance, Economics, Economic Development, Statistics, Personal Investing, Environmental Economics, Expense Allocation, Revenue Analysis, Financial Accounting, Stata
Education
Scripps College 2013 — 2016
Bachelor's degree, Economics
Queen Mary, U. of London 2014 — 2014
Bachelor's Degree, Economics
Marin Academy 2009 — 2012
Alex Bauer's Charles Schwab Experience November 2011 - Present
Job Student at Texas Christian University
Industry Accounting
Experience
Texas Christian University August 2012 - Present
Charles Schwab November 2011 - Present
GE Capital June 2015 - August 2015
Grant Thornton LLP January 2015 - April 2015
GE Capital June 2014 - August 2014
Air Age Media April 2011 - June 2011
Education
Texas Christian University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Overall GPA 3.26
Quinnipiac University 2011 — 2012
Bachelor of Science, Accounting, Overall 3.17
Texas Christian University August 2012 - Present
Charles Schwab November 2011 - Present
GE Capital June 2015 - August 2015
Grant Thornton LLP January 2015 - April 2015
GE Capital June 2014 - August 2014
Air Age Media April 2011 - June 2011
Education
Texas Christian University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Overall GPA 3.26
Quinnipiac University 2011 — 2012
Bachelor of Science, Accounting, Overall 3.17
Erin Goodrich, AAMS®'s Charles Schwab Experience September 2015 - Present
Job Associate Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab April 2013 - September 2015
Charles Schwab June 2011 - April 2013
Sicina's Back Office Support May 2010 - August 2010
Education
Purdue University 2007 — 2011
Bachelor's, Financial Counseling and Planning
Charles Schwab September 2015 - Present
Charles Schwab April 2013 - September 2015
Charles Schwab June 2011 - April 2013
Sicina's Back Office Support May 2010 - August 2010
Education
Purdue University 2007 — 2011
Bachelor's, Financial Counseling and Planning
Brian Stout's Charles Schwab Experience July 1999 - May 2004
Job Sr. Product Manager at Regenstrief Institute's Center for Biomedical Informatics
Industry Marketing and Advertising
Experience
Regenstrief Institute, Inc. June 2015 - Present
ANDZEON, INC April 2013 - Present
Teradata Marketing Applications December 2014 - May 2015
Wolters Kluwer July 2013 - April 2014
Wolters Kluwer September 2007 - July 2013
Wolters Kluwer August 2011 - September 2012
Wolters Kluwer December 2006 - September 2007
Guidant/ Boston Scientific October 2005 - December 2006
Verizon Communications May 2004 - October 2005
Charles Schwab July 1999 - May 2004
Skills
Product Marketing, Marketing Management, Pragmatic Marketing..., Marketing Operations, Marketing Communications, Sales Operations, Pricing Strategy, Excel Developer, Marketing Research, Marketing Strategy, Product Development, Product Management, Social Media Marketing, Marketing Effectiveness, Database Marketing, Microsoft Office, Vendor Management, Win/Loss Analysis, Marketing Automation, Demand Generation, Lead Management, Lead Scoring, B2B Marketing, revenue performance..., Voice of the Customer, Adobe Creative Suite, Innovation, iOS development, iPhone development, iPhone Application..., Visual Basic for..., Xcode, Crystal Xcelsius, Flex, Leadership, Sales Management, Management, Marketing, Sales, Business Analysis
Education
University of Indianapolis 2002 — 2004
MBA, Marketing and Finance (Dual Concentrations)
Purdue University 1992 — 1995
BA, Psychology/ Pre-Law
Southport High School 1987 — 1991
Regenstrief Institute, Inc. June 2015 - Present
ANDZEON, INC April 2013 - Present
Teradata Marketing Applications December 2014 - May 2015
Wolters Kluwer July 2013 - April 2014
Wolters Kluwer September 2007 - July 2013
Wolters Kluwer August 2011 - September 2012
Wolters Kluwer December 2006 - September 2007
Guidant/ Boston Scientific October 2005 - December 2006
Verizon Communications May 2004 - October 2005
Charles Schwab July 1999 - May 2004
Skills
Product Marketing, Marketing Management, Pragmatic Marketing..., Marketing Operations, Marketing Communications, Sales Operations, Pricing Strategy, Excel Developer, Marketing Research, Marketing Strategy, Product Development, Product Management, Social Media Marketing, Marketing Effectiveness, Database Marketing, Microsoft Office, Vendor Management, Win/Loss Analysis, Marketing Automation, Demand Generation, Lead Management, Lead Scoring, B2B Marketing, revenue performance..., Voice of the Customer, Adobe Creative Suite, Innovation, iOS development, iPhone development, iPhone Application..., Visual Basic for..., Xcode, Crystal Xcelsius, Flex, Leadership, Sales Management, Management, Marketing, Sales, Business Analysis
Education
University of Indianapolis 2002 — 2004
MBA, Marketing and Finance (Dual Concentrations)
Purdue University 1992 — 1995
BA, Psychology/ Pre-Law
Southport High School 1987 — 1991
Eileen Joyce Eileen Joyce's Charles Schwab Experience May 1998 - February 2007
Job Anat Baniel Method℠ & Feldenkrais® Practitioner
Industry Health, Wellness and Fitness
Experience
Scottish and Southern Energy 2007 - 2012
The Avalon Academy July 2006 - March 2007
Charles Schwab May 1998 - February 2007
FICO January 1996 - April 1998
Informatics December 1974 - October 1981
Skills
ABM℠ for Children, Feldenkrais®..., COBOLII, DB2, CICS
Education
Queen's University Belfast 1968 — 1972
Bachelor of Science (B.Sc.)
Scottish and Southern Energy 2007 - 2012
The Avalon Academy July 2006 - March 2007
Charles Schwab May 1998 - February 2007
FICO January 1996 - April 1998
Informatics December 1974 - October 1981
Skills
ABM℠ for Children, Feldenkrais®..., COBOLII, DB2, CICS
Education
Queen's University Belfast 1968 — 1972
Bachelor of Science (B.Sc.)
Carleton McDonald, MS's Charles Schwab Experience November 2009 - June 2012
Job Portfolio Consultant at Schwab Private Client, Investment Advisory
Industry Financial Services
Experience
Schwab Private Client, Investment Advisory 2014 - Present
Schwab Private Client, Investment Advisory June 2012 - August 2014
Charles Schwab November 2009 - June 2012
Target January 2009 - December 2009
Indiana Farm Bureau Insurance June 2008 - August 2008
Education
College for Financial Planning 2012 — 2015
Certified Financial Planner, Financial Planning
Valparaiso University 2007 — 2008
MS, International Commerce and Policy
Purdue University 2002 — 2007
BS, Consumer and Family Sciences
Schwab Private Client, Investment Advisory 2014 - Present
Schwab Private Client, Investment Advisory June 2012 - August 2014
Charles Schwab November 2009 - June 2012
Target January 2009 - December 2009
Indiana Farm Bureau Insurance June 2008 - August 2008
Education
College for Financial Planning 2012 — 2015
Certified Financial Planner, Financial Planning
Valparaiso University 2007 — 2008
MS, International Commerce and Policy
Purdue University 2002 — 2007
BS, Consumer and Family Sciences
Robert-Erik Perez's Charles Schwab Experience February 2015 - Present
Job Senior Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 2015 - Present
U.S. Air Force March 2001 - Present
Hub Group October 2014 - January 2015
JPMorgan Chase October 2011 - September 2014
Smith Micro Software August 2009 - July 2011
Skills
Scrum, Telecommunications, Mobile Devices, Quality Assurance, Program Management, Project Management, SharePoint, Testing, Wireless, Agile Methodologies, Wireless Networking, Linux, Windows, Integration, Leadership, Troubleshooting, Software Documentation
Education
Purdue University
Bachelors of Science
Bachlors of Arts and Science
Purdue University
Bachelors of Science
Charles Schwab February 2015 - Present
U.S. Air Force March 2001 - Present
Hub Group October 2014 - January 2015
JPMorgan Chase October 2011 - September 2014
Smith Micro Software August 2009 - July 2011
Skills
Scrum, Telecommunications, Mobile Devices, Quality Assurance, Program Management, Project Management, SharePoint, Testing, Wireless, Agile Methodologies, Wireless Networking, Linux, Windows, Integration, Leadership, Troubleshooting, Software Documentation
Education
Purdue University
Bachelors of Science
Bachlors of Arts and Science
Purdue University
Bachelors of Science
Ken Blickenstaff CFA Ken Blickenstaff CFA's Charles Schwab Experience June 2008 - October 2009
Job Fixed Income Analyst at Geneva Asset Management
Industry Investment Management
Experience
Geneva Asset Management October 2014 - Present
Busey Capital Management December 2011 - October 2014
Purdue Federal CU October 2009 - December 2011
Charles Schwab June 2008 - October 2009
Victory Capital May 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Fixed Income Analysis, Microsoft Office, MarketAxess, Derivatives, Lotus Notes, Equity Research Analysis, Bloomberg Live, Morningstar Direct, Morningstar Select, GS 360, Profitstar, Lehman Point, Investment Management, Equities, Investment Strategies, Valuation, Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Series 7, Options, Asset Management, Risk Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Purdue University - Krannert School of Management 2004 — 2008
Bachelors, Business, Economics, Finance
Geneva Asset Management October 2014 - Present
Busey Capital Management December 2011 - October 2014
Purdue Federal CU October 2009 - December 2011
Charles Schwab June 2008 - October 2009
Victory Capital May 2006 - August 2006
Skills
Fixed Income, Portfolio Management, Fixed Income Analysis, Microsoft Office, MarketAxess, Derivatives, Lotus Notes, Equity Research Analysis, Bloomberg Live, Morningstar Direct, Morningstar Select, GS 360, Profitstar, Lehman Point, Investment Management, Equities, Investment Strategies, Valuation, Private Equity, Finance, Investments, Financial Modeling, Financial Analysis, Series 7, Options, Asset Management, Risk Management
Education
The University of Chicago - Booth School of Business 2013 — 2015
Purdue University - Krannert School of Management 2004 — 2008
Bachelors, Business, Economics, Finance
Jessica Maness Jessica Maness's Charles Schwab Experience March 2013 - October 2013
Job Account Manager at Staffmark
Industry Staffing and Recruiting
Experience
Staffmark January 2014 - Present
BB&T November 2013 - December 2013
Charles Schwab March 2013 - October 2013
Dow Corning August 2012 - February 2013
Skills
Notary Public, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, Outlook, Marketing, Finance, Accounting, Administrative...
Education
Salem College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Randolph Community College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Staffmark January 2014 - Present
BB&T November 2013 - December 2013
Charles Schwab March 2013 - October 2013
Dow Corning August 2012 - February 2013
Skills
Notary Public, Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft Office, Outlook, Marketing, Finance, Accounting, Administrative...
Education
Salem College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Randolph Community College 2007 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
Ashley Brutus's Charles Schwab Experience May 2007 - August 2007
Job Actively looking Recruitment and Sales Professional.
Industry Staffing and Recruiting
Experience
Express Pros January 2015 - Present
Daymar Colleges Group May 2014 - November 2014
ITT Technical Institute April 2010 - April 2014
COACH October 2009 - June 2010
TotalMed Staffing, Inc. September 2008 - January 2009
Charles Schwab May 2007 - August 2007
Skills
Recruiting, Human Resources, Interviews, New Hire Orientations, Job Fairs, Customer Service, Microsoft Office, PowerPoint, Sales, College Recruiting, Healthcare, Employee Relations, Software Documentation, Talent Acquisition, Applicant Tracking..., Hiring, Social Media, Leadership, Resume Writing, Public Speaking, Training, Coaching
Education
Purdue University 2004 — 2008
Bachelor of Science, Organizational Leadership and Supervision
Brookfield Central High School 2000 — 2004
High School Diploma
Express Pros January 2015 - Present
Daymar Colleges Group May 2014 - November 2014
ITT Technical Institute April 2010 - April 2014
COACH October 2009 - June 2010
TotalMed Staffing, Inc. September 2008 - January 2009
Charles Schwab May 2007 - August 2007
Skills
Recruiting, Human Resources, Interviews, New Hire Orientations, Job Fairs, Customer Service, Microsoft Office, PowerPoint, Sales, College Recruiting, Healthcare, Employee Relations, Software Documentation, Talent Acquisition, Applicant Tracking..., Hiring, Social Media, Leadership, Resume Writing, Public Speaking, Training, Coaching
Education
Purdue University 2004 — 2008
Bachelor of Science, Organizational Leadership and Supervision
Brookfield Central High School 2000 — 2004
High School Diploma
Jonathan Fritsche Jonathan Fritsche's Charles Schwab Experience March 2015 - Present
Job Senior Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab June 2009 - Present
E*TRADE Financial May 2006 - June 2009
Thrivent Financial for Lutherans May 2004 - May 2006
Skills
Finance, Investments, Financial Analysis, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Financial Services, Retirement Planning, Series 63, Investment Portfolio
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2012
MBA, Finance
Valparaiso University 2000 — 2004
Business, Management
Charles Schwab March 2015 - Present
Charles Schwab June 2009 - Present
E*TRADE Financial May 2006 - June 2009
Thrivent Financial for Lutherans May 2004 - May 2006
Skills
Finance, Investments, Financial Analysis, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Financial Services, Retirement Planning, Series 63, Investment Portfolio
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2012
MBA, Finance
Valparaiso University 2000 — 2004
Business, Management
Matt Vanek's Charles Schwab Experience 2008 - 2012
Job Actively Seeking Opportunities due to Relocation
Industry Insurance
Experience
Aflac October 2013 - December 2014
Charles Schwab 2008 - 2012
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Strategic Planning, Microsoft Excel
Education
Purdue University
Bachelor of Science (B.S.), Accounting
Purdue University
Bachelor of Science (B.S.), Accounting
Aflac October 2013 - December 2014
Charles Schwab 2008 - 2012
Skills
Insurance, Life Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Employee Benefits, Strategic Planning, Microsoft Excel
Education
Purdue University
Bachelor of Science (B.S.), Accounting
Purdue University
Bachelor of Science (B.S.), Accounting
Roberta Bryer-King, MBA, PMP Roberta Bryer-King, MBA, PMP's Charles Schwab Experience September 2002 - November 2004
Job Experienced IT Project Manager (Waterfall and Agile)
Industry Information Technology and Services
Experience
International Justice Mission March 2013 - July 2015
SIRVA Relocation October 2009 - February 2013
Robert Half Technology October 2008 - October 2009
The J.M. Smucker Company November 2005 - August 2007
Brilliant Learning June 2005 - November 2005
Charles Schwab September 2002 - November 2004
Charles Schwab September 2000 - August 2002
Charles Schwab July 1998 - August 2000
Charles Schwab September 1996 - July 1998
BK Enterprises March 1994 - September 1996
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Business Process, Project Management, Business Intelligence, SDLC, CRM, Vendor Management, Agile Project Management, Business Process..., Analytics, Training, Requirements Analysis, Management, Mergers & Acquisitions, Team Building, Change Management, Strategic Planning, Agile & Waterfall..., Scrum, Budget Process, Strategic Technology..., Microsoft Certified..., Siebel, Financial Services, CPG Industry, Adult Education, Product Management, Business Relationship..., SharePoint, Integration, Consulting, Program Management, IT Strategy, Analysis, MBA, Nonprofits, Software Implementation..., ERP, Leadership, IT Management, Workday, Global Management, Performance Improvement, Salesforce.com, HRIS, Business Process..., Technical Support, Strategy
Education
Regis University 2000 — 2002
MBA, Management
University of Notre Dame 1987 — 1991
BA, Economics, Theology
Tallmadge High School 1984 — 1987
High School Diploma
International Justice Mission March 2013 - July 2015
SIRVA Relocation October 2009 - February 2013
Robert Half Technology October 2008 - October 2009
The J.M. Smucker Company November 2005 - August 2007
Brilliant Learning June 2005 - November 2005
Charles Schwab September 2002 - November 2004
Charles Schwab September 2000 - August 2002
Charles Schwab July 1998 - August 2000
Charles Schwab September 1996 - July 1998
BK Enterprises March 1994 - September 1996
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Business Process, Project Management, Business Intelligence, SDLC, CRM, Vendor Management, Agile Project Management, Business Process..., Analytics, Training, Requirements Analysis, Management, Mergers & Acquisitions, Team Building, Change Management, Strategic Planning, Agile & Waterfall..., Scrum, Budget Process, Strategic Technology..., Microsoft Certified..., Siebel, Financial Services, CPG Industry, Adult Education, Product Management, Business Relationship..., SharePoint, Integration, Consulting, Program Management, IT Strategy, Analysis, MBA, Nonprofits, Software Implementation..., ERP, Leadership, IT Management, Workday, Global Management, Performance Improvement, Salesforce.com, HRIS, Business Process..., Technical Support, Strategy
Education
Regis University 2000 — 2002
MBA, Management
University of Notre Dame 1987 — 1991
BA, Economics, Theology
Tallmadge High School 1984 — 1987
High School Diploma
Ankur Dhingra's Charles Schwab Experience June 2010 - May 2012
Job Desktop Support Technician at HP Enterprise Services
Industry Information Technology and Services
Experience
TEKsystems May 2012 - Present
Charles Schwab June 2010 - May 2012
Nestle Indian Ltd August 2005 - May 2010
Skills
CompTIA A+ Certification, Network Security, Troubleshooting, Servers, Windows Server, Antivirus, Hardware, Desktop Computers, Firewalls, System Deployment, Laptops, Help Desk Support, Software Installation, Operating Systems, Computer Hardware, Testing, Wireless Networking, Technical Support, Windows, Networking, HP, SharePoint, Software Documentation, System Administration, Data Center, IT Service Management, ITIL, DHCP, Windows XP, Group Policy
Education
Punjab Technical University
Masters, Information Technology
TEKsystems May 2012 - Present
Charles Schwab June 2010 - May 2012
Nestle Indian Ltd August 2005 - May 2010
Skills
CompTIA A+ Certification, Network Security, Troubleshooting, Servers, Windows Server, Antivirus, Hardware, Desktop Computers, Firewalls, System Deployment, Laptops, Help Desk Support, Software Installation, Operating Systems, Computer Hardware, Testing, Wireless Networking, Technical Support, Windows, Networking, HP, SharePoint, Software Documentation, System Administration, Data Center, IT Service Management, ITIL, DHCP, Windows XP, Group Policy
Education
Punjab Technical University
Masters, Information Technology
Marland Richardson's Charles Schwab Experience July 2008 - August 2009
Job Financial Services
Industry Financial Services
Experience
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
Ralph Gutierrez Ralph Gutierrez's Charles Schwab Experience 2010 - August 2014
Job SVP Executive Managing Director at Ann/Gerard Group
Industry Financial Services
Experience
Ann/Gerard Group August 2014 - Present
Charles Schwab 2010 - August 2014
Ann Gerard Group January 2009 - December 2010
Bank of America January 2007 - December 2008
Fisher Investments/Health Plan One January 2006 - December 2006
Metropolitan Life Insurance Company January 2003 - December 2005
Victory Capital Management January 2000 - December 2002
Merrill Lynch April 1987 - January 2000
Securities Counsel, Inc. 1986 - 1987
Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Finance, Accounting
Western Michigan University - Haworth College of Business 1983 — 1987
BBA, Finance, Accounting
Ann/Gerard Group August 2014 - Present
Charles Schwab 2010 - August 2014
Ann Gerard Group January 2009 - December 2010
Bank of America January 2007 - December 2008
Fisher Investments/Health Plan One January 2006 - December 2006
Metropolitan Life Insurance Company January 2003 - December 2005
Victory Capital Management January 2000 - December 2002
Merrill Lynch April 1987 - January 2000
Securities Counsel, Inc. 1986 - 1987
Skills
Sales, Finance, Product Development, Budget, Alternative Investments, Executive Management, Sales Management, Client Services, Business Relationship..., Budgets, Corporate Finance, Due Diligence, Financial Services, Risk Management, Investments, Business Strategy, Strategy, Capital Markets, Mergers & Acquisitions, Equities, Mutual Funds, Hedge Funds, Management, Asset Management, Leadership, Fixed Income, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1991
MBA, Finance, Accounting
Western Michigan University - Haworth College of Business 1983 — 1987
BBA, Finance, Accounting
Manuel Cao Manuel Cao's Charles Schwab Experience 1999 - 2002
Job President and CEO at BCF Group
Industry Wholesale
Experience
BCF Group, Corp 2003 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1994 - 1997
Skills
Direct Marketing, Start-ups, Business Development, New Business Development, Marketing, Solution Selling, Demand Generation, Management, Business Alliances, Competitive Analysis, Marketing Communications, Multilingual, Electronic Trading, Equity Trading, Marketing Strategy, Strategy, Advertising, Business Strategy, Asset Management, Entrepreneurship, Brand Development, Strategic Planning, Strategic Partnerships
Education
Loyola University of Chicago - Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
Universidad del Sagrado Corazón 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
American Military Academy
BCF Group, Corp 2003 - Present
Charles Schwab 1999 - 2002
Charles Schwab 1994 - 1997
Skills
Direct Marketing, Start-ups, Business Development, New Business Development, Marketing, Solution Selling, Demand Generation, Management, Business Alliances, Competitive Analysis, Marketing Communications, Multilingual, Electronic Trading, Equity Trading, Marketing Strategy, Strategy, Advertising, Business Strategy, Asset Management, Entrepreneurship, Brand Development, Strategic Planning, Strategic Partnerships
Education
Loyola University of Chicago - Graduate School of Business 1998 — 1999
Master of Business Administration (M.B.A.), Finance and Marketing
Universidad del Sagrado Corazón 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
American Military Academy
Hannah Hayes's Charles Schwab Experience August 2014 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Fifth Third Bank June 2013 - May 2014
Menards June 2012 - June 2013
GE June 2010 - March 2012
Sears Holdings Corporation May 2009 - August 2009
Purdue University August 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Sales, Training
Education
Purdue University - Krannert School of Management
Bachelor of Science, Management
Charles Schwab August 2014 - Present
Fifth Third Bank June 2013 - May 2014
Menards June 2012 - June 2013
GE June 2010 - March 2012
Sears Holdings Corporation May 2009 - August 2009
Purdue University August 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Leadership, Sales, Training
Education
Purdue University - Krannert School of Management
Bachelor of Science, Management
Jonathan Major Jonathan Major's Charles Schwab Experience February 1999 - October 2005
Job Quality Assurance & Devops Leader | Global Software Engineering Executive | Test Architect
Industry Information Technology and Services
Experience
Incapture Technologies August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors October 2005 - November 2009
Charles Schwab February 1999 - October 2005
Lotus Development Ireland (IBM) January 1997 - January 1999
Lotus Development Ireland (IBM) May 1995 - January 1997
Skills
Scrum, Test Automation, TestNG, Testing, Test Management, SDLC, JIRA, White Box Testing, Performance Testing, Test Planning, Agile Methodologies, Java, Software Quality..., Git, Gradle, SOA Testing, SQL, Load Testing, JMeter, User Acceptance Testing, Databases, Team Leadership, SOA, Defect Tracking, Waterfall, Requirements Analysis, Manual Testing, Automation, ALM, Quality Engineering, webservice testing, Atlassian JIRA, Vendor Management, Bamboo, Amazon EC2, WebDriver, Maven, Aladdin, QTP, Bloomberg Terminal, Quality Assurance..., PostgreSQL, HP Quality Center, Redis, Release Management, Product Management, HP QTP, Financial Services, Quality Center, prodpad
Education
Queen's University Belfast 1991 — 1995
Computer Science, Computer Science
Incapture Technologies August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors October 2005 - November 2009
Charles Schwab February 1999 - October 2005
Lotus Development Ireland (IBM) January 1997 - January 1999
Lotus Development Ireland (IBM) May 1995 - January 1997
Skills
Scrum, Test Automation, TestNG, Testing, Test Management, SDLC, JIRA, White Box Testing, Performance Testing, Test Planning, Agile Methodologies, Java, Software Quality..., Git, Gradle, SOA Testing, SQL, Load Testing, JMeter, User Acceptance Testing, Databases, Team Leadership, SOA, Defect Tracking, Waterfall, Requirements Analysis, Manual Testing, Automation, ALM, Quality Engineering, webservice testing, Atlassian JIRA, Vendor Management, Bamboo, Amazon EC2, WebDriver, Maven, Aladdin, QTP, Bloomberg Terminal, Quality Assurance..., PostgreSQL, HP Quality Center, Redis, Release Management, Product Management, HP QTP, Financial Services, Quality Center, prodpad
Education
Queen's University Belfast 1991 — 1995
Computer Science, Computer Science
Jose Uribe's Charles Schwab Experience March 2010 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade July 2014 - Present
BBVA Compass January 2014 - July 2014
Charles Schwab March 2010 - April 2013
Charles Schwab November 2007 - March 2010
Hewlett-Packard April 2005 - November 2007
CyberTrader May 2004 - August 2004
Landstar Homes May 2003 - August 2003
Skills
Wealth Management, Financial Advisory, Asset Allocation, Series 7, Sales Process, Private Banking, FINRA, Personal Financial..., Insurance, Series 65, Retail Banking, Financial Services, Direct Sales, Investment Strategies, Building Relationships
Education
Purdue University 2002 — 2007
Bachelor of Arts, Political Science
Southern Methodist University
Scottrade July 2014 - Present
BBVA Compass January 2014 - July 2014
Charles Schwab March 2010 - April 2013
Charles Schwab November 2007 - March 2010
Hewlett-Packard April 2005 - November 2007
CyberTrader May 2004 - August 2004
Landstar Homes May 2003 - August 2003
Skills
Wealth Management, Financial Advisory, Asset Allocation, Series 7, Sales Process, Private Banking, FINRA, Personal Financial..., Insurance, Series 65, Retail Banking, Financial Services, Direct Sales, Investment Strategies, Building Relationships
Education
Purdue University 2002 — 2007
Bachelor of Arts, Political Science
Southern Methodist University
Jared Thorne's Charles Schwab Experience May 2007 - August 2009
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2009 - Present
Charles Schwab May 2007 - August 2009
Skills
Life and Health..., Series 7, Series 66, Mutual Funds, Securities, Retirement, 401k Rollovers, ETFs, IRAs, Wealth Management..., Investments, Fixed Annuities, Equities, 401k, Fixed Income, Bonds, Life, Variable Annuities, Options, Equity Trading, Financial Services, Personal Financial..., Trading, Life Insurance, High Net Worth..., 529 Plans, Private Banking, Equity Research, Asset Management, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Purdue University 2002 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Merrill Lynch August 2009 - Present
Charles Schwab May 2007 - August 2009
Skills
Life and Health..., Series 7, Series 66, Mutual Funds, Securities, Retirement, 401k Rollovers, ETFs, IRAs, Wealth Management..., Investments, Fixed Annuities, Equities, 401k, Fixed Income, Bonds, Life, Variable Annuities, Options, Equity Trading, Financial Services, Personal Financial..., Trading, Life Insurance, High Net Worth..., 529 Plans, Private Banking, Equity Research, Asset Management, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Uniform Combined State...
Education
Purdue University 2002 — 2006
Bachelor of Science (B.S.), Financial Planning and Services
Nigel G. Drummond's Charles Schwab Experience February 2010 - May 2011
Job Mortgage Banking
Industry Financial Services
Experience
Victory Mortgage, a division of The Northern Ohio Investment Company 2015 - Present
TBI Mortgage - Toll Brothers Company May 2013 - December 2014
UBS Financial Services June 2011 - May 2013
Charles Schwab February 2010 - May 2011
State Farm Insurance/Drummond Insurance LLC January 2008 - January 2010
Home Capital, Inc. March 2004 - December 2007
U.S. Bank April 2000 - March 2004
Fidelity Mortgage Decisions Corp March 1995 - December 1999
Skills
Mortgage Lending, Wealth Management, Series 7, Credit, Investments, Series 63, Portfolio Management, Sales, New Business Development, Loans, Asset Managment, Mutual Funds, Mortgage Banking, Credit Analysis, Sales Management, Salesforce.com
Education
Lake Forest College
BA, Economics
Purdue University
Lean Six Sigma Green Belt
Victory Mortgage, a division of The Northern Ohio Investment Company 2015 - Present
TBI Mortgage - Toll Brothers Company May 2013 - December 2014
UBS Financial Services June 2011 - May 2013
Charles Schwab February 2010 - May 2011
State Farm Insurance/Drummond Insurance LLC January 2008 - January 2010
Home Capital, Inc. March 2004 - December 2007
U.S. Bank April 2000 - March 2004
Fidelity Mortgage Decisions Corp March 1995 - December 1999
Skills
Mortgage Lending, Wealth Management, Series 7, Credit, Investments, Series 63, Portfolio Management, Sales, New Business Development, Loans, Asset Managment, Mutual Funds, Mortgage Banking, Credit Analysis, Sales Management, Salesforce.com
Education
Lake Forest College
BA, Economics
Purdue University
Lean Six Sigma Green Belt
Rachel Stafford's Charles Schwab Experience June 2012 - December 2014
Job Account Manager for EY
Industry Accounting
Experience
EY December 2014 - Present
Charles Schwab June 2012 - December 2014
IHL llc July 2010 - February 2013
F.C. Tucker Company May 2010 - August 2012
Ethan Allen September 2008 - January 2011
Davis Homes March 2005 - January 2008
Albert Square Ltd. March 2003 - March 2005
Education
Purdue University 1998 — 2002
Bachelor of Arts, Interior Design
Carmel High School 1995 — 1998
High Diploma, General Studies
EY December 2014 - Present
Charles Schwab June 2012 - December 2014
IHL llc July 2010 - February 2013
F.C. Tucker Company May 2010 - August 2012
Ethan Allen September 2008 - January 2011
Davis Homes March 2005 - January 2008
Albert Square Ltd. March 2003 - March 2005
Education
Purdue University 1998 — 2002
Bachelor of Arts, Interior Design
Carmel High School 1995 — 1998
High Diploma, General Studies
Laura Sterling Larson Laura Sterling Larson's Charles Schwab Experience July 2000 - November 2004
Job Enterprise Business Analyst at Fiserv
Industry Information Technology and Services
Experience
Fiserv April 2012 - Present
Fiserv August 2010 - May 2012
Orange Lake Country Club August 2008 - June 2010
Wyndham Vacation Resorts 2004 - 2008
Wyndham Vacation Ownership 2004 - 2008
Charles Schwab July 2000 - November 2004
SunGard Investor Accounting 2000 - 2004
Education
Queens University of Charlotte 1990 — 1993
English
University of Central Florida - College of Business Administration 1980 — 1985
Finance
Fiserv April 2012 - Present
Fiserv August 2010 - May 2012
Orange Lake Country Club August 2008 - June 2010
Wyndham Vacation Resorts 2004 - 2008
Wyndham Vacation Ownership 2004 - 2008
Charles Schwab July 2000 - November 2004
SunGard Investor Accounting 2000 - 2004
Education
Queens University of Charlotte 1990 — 1993
English
University of Central Florida - College of Business Administration 1980 — 1985
Finance
Wade Distler's Charles Schwab Experience 2011 - Present
Job Associate Portfolio Consultant at Charles Schwab
Industry Accounting
Experience
Charles Schwab 2011 - Present
KW Consulting 2008 - 2011
Regions Bank 2005 - 2008
National City Bank 2001 - 2004
Skills
Banking, Credit Analysis, Financial Analysis, Portfolio Management, Cash Management, Investments, Risk Management, Relationship Management, Strategic Planning, Asset Managment, Asset Allocation, Mutual Funds, Sales, Retirement Planning, Budgets
Education
Purdue University - Krannert School of Management 1995 — 1999
BS, Management
Charles Schwab 2011 - Present
KW Consulting 2008 - 2011
Regions Bank 2005 - 2008
National City Bank 2001 - 2004
Skills
Banking, Credit Analysis, Financial Analysis, Portfolio Management, Cash Management, Investments, Risk Management, Relationship Management, Strategic Planning, Asset Managment, Asset Allocation, Mutual Funds, Sales, Retirement Planning, Budgets
Education
Purdue University - Krannert School of Management 1995 — 1999
BS, Management
Wes Dillingham's Charles Schwab Experience 1999 - 2001
Job Director, Strategic Accounts at dotloop
Industry Real Estate
Experience
dotloop January 2014 - Present
RE/MAX, LLC April 2007 - January 2014
Starbucks 2005 - 2007
National City Bank 2003 - 2005
LPL Finanical 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Real Estate, Major Account..., Contract Negotiation, Business Planning, Strategic Consulting, Accounts Receivable, Creative Problem Solving, Conflict Management, Leadership Training and..., Account Recovery, Sales, Product Marketing, Strategic Financial..., Project Management, Buyer Representation, Investments, Negotiation, Selling
Education
Purdue University 1990 — 1994
Management, Business Administration and Management, General
dotloop January 2014 - Present
RE/MAX, LLC April 2007 - January 2014
Starbucks 2005 - 2007
National City Bank 2003 - 2005
LPL Finanical 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Real Estate, Major Account..., Contract Negotiation, Business Planning, Strategic Consulting, Accounts Receivable, Creative Problem Solving, Conflict Management, Leadership Training and..., Account Recovery, Sales, Product Marketing, Strategic Financial..., Project Management, Buyer Representation, Investments, Negotiation, Selling
Education
Purdue University 1990 — 1994
Management, Business Administration and Management, General
Jeffrey R Carney Jeffrey R Carney's Charles Schwab Experience March 2012 - November 2012
Job Financial Services Executive
Industry Financial Services
Experience
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Gyan Gupta's Charles Schwab Experience May 2015 - Present
Job Sr. Scrum Master at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
Confidential Agile Software Company November 2014 - March 2015
Stanley Gibbons Ltd May 2014 - November 2014
Carlisle & Gallagher Consulting Group January 2014 - May 2014
NTT DATA July 2012 - December 2013
P S Consulting Inc. January 2002 - July 2012
Lenovo October 2011 - February 2012
Bay Harbor Professional Services April 2010 - October 2011
Capital One April 2010 - May 2011
Manor Inc. (EnVision Solutions LLC) January 2009 - December 2009
Skills
Agile Methodologies, Program Management, IT Service Management, Business Integration, IT Strategy, Business Process, IT Governance, SDLC, ITIL, Enterprise Architecture, Agile, Vendor Management, IT Management, Visio, PMP, Disaster Recovery, Requirements Analysis, Virtualization, Integration, Project Planning, PMO, Team Leadership, Change Management, Deployment, System Deployment, Governance, Management, Security, Leadership, Project Management, Cloud Computing, Enterprise Software, Risk Management, Data Center, Cross-functional Team..., Information Technology, Business Transformation, Scrum, Consulting, Infrastructure, Analysis, Project Portfolio..., Business Analysis, Business Intelligence
Education
Purdue University 1981 — 1983
MS, EE
Rani Durgavati Vishwavidyalaya 1972 — 1980
BS, EE
Charles Schwab May 2015 - Present
Confidential Agile Software Company November 2014 - March 2015
Stanley Gibbons Ltd May 2014 - November 2014
Carlisle & Gallagher Consulting Group January 2014 - May 2014
NTT DATA July 2012 - December 2013
P S Consulting Inc. January 2002 - July 2012
Lenovo October 2011 - February 2012
Bay Harbor Professional Services April 2010 - October 2011
Capital One April 2010 - May 2011
Manor Inc. (EnVision Solutions LLC) January 2009 - December 2009
Skills
Agile Methodologies, Program Management, IT Service Management, Business Integration, IT Strategy, Business Process, IT Governance, SDLC, ITIL, Enterprise Architecture, Agile, Vendor Management, IT Management, Visio, PMP, Disaster Recovery, Requirements Analysis, Virtualization, Integration, Project Planning, PMO, Team Leadership, Change Management, Deployment, System Deployment, Governance, Management, Security, Leadership, Project Management, Cloud Computing, Enterprise Software, Risk Management, Data Center, Cross-functional Team..., Information Technology, Business Transformation, Scrum, Consulting, Infrastructure, Analysis, Project Portfolio..., Business Analysis, Business Intelligence
Education
Purdue University 1981 — 1983
MS, EE
Rani Durgavati Vishwavidyalaya 1972 — 1980
BS, EE
Thomas Shelley's Charles Schwab Experience November 1995 - Present
Job Sr Registered Rep at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1995 - Present
Hendricks Civic Theater 2000 - 2010
Barron & Associates Safety consultants September 1994 - October 1995
Skills
Asset Allocation, Business Strategy, Cross-functional Team..., Customer Service, Equities, Financial Analysis, Investments, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Purdue University 1981 — 1985
Bachelors, Agriculture
Charles Schwab November 1995 - Present
Hendricks Civic Theater 2000 - 2010
Barron & Associates Safety consultants September 1994 - October 1995
Skills
Asset Allocation, Business Strategy, Cross-functional Team..., Customer Service, Equities, Financial Analysis, Investments, Management, Microsoft Excel, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 7, Strategic Financial..., Wealth Management
Education
Purdue University 1981 — 1985
Bachelors, Agriculture
Carrie Kuenz's Charles Schwab Experience March 2014 - Present
Job Banking Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Fifth Third Bank February 2012 - February 2014
Sensory Technologies March 2011 - January 2012
Borders December 2010 - April 2011
Abercrombie & Fitch March 2006 - September 2008
Skills
Public Relations, Team Building, Marketing, Project Management, Business Development, Email Marketing, Contract Negotiation, Project Planning, Video, Customer Service, New Business Development, Press Releases, Team Leadership, Event Planning, Advertising
Education
Purdue University 2005 — 2010
Bachelor of Arts, Advertising, Public Relations, Graphic Design
Charles Schwab March 2014 - Present
Fifth Third Bank February 2012 - February 2014
Sensory Technologies March 2011 - January 2012
Borders December 2010 - April 2011
Abercrombie & Fitch March 2006 - September 2008
Skills
Public Relations, Team Building, Marketing, Project Management, Business Development, Email Marketing, Contract Negotiation, Project Planning, Video, Customer Service, New Business Development, Press Releases, Team Leadership, Event Planning, Advertising
Education
Purdue University 2005 — 2010
Bachelor of Arts, Advertising, Public Relations, Graphic Design
Jian Zhen Jian Zhen's Charles Schwab Experience April 1998 - March 1999
Job VP of Products at Endgame
Industry Computer Software
Experience
Endgame May 2015 - Present
Jolata December 2012 - April 2015
VMware March 2009 - August 2012
LogLogic (Acquired by TIBCO) November 2004 - March 2009
SenSage March 2004 - November 2004
Cable & Wireless America February 2002 - March 2004
Exodus Communications March 1999 - February 2002
Charles Schwab April 1998 - March 1999
Ernst & Young April 1997 - April 1998
Humanize July 1997 - July 1997
Skills
Product Management, Security, Unix, Linux, Java, C++, C, Competitive Analysis, Windows, Networking, Market Analysis, Computer Forensics, Big Data, Cloud Computing, Log Analysis, Databases, SaaS, Enterprise Software, PaaS, Scalability, Mobile Devices, Strategic Partnerships, Virtualization, Strategy, Business Alliances, VMware, Analytics, Firewalls, Go-to-market Strategy, Operating Systems, Solaris, Servers, Program Management, Distributed Systems, Storage, Perl, Enterprise Architecture, Professional Services, System Architecture, Agile Methodologies, Data Center, Software Development, High Availability, Pre-sales, Software Engineering, Integration
Education
UCLA 1995 — 1997
Masters
Purdue University 1991 — 1995
B.S.
Endgame May 2015 - Present
Jolata December 2012 - April 2015
VMware March 2009 - August 2012
LogLogic (Acquired by TIBCO) November 2004 - March 2009
SenSage March 2004 - November 2004
Cable & Wireless America February 2002 - March 2004
Exodus Communications March 1999 - February 2002
Charles Schwab April 1998 - March 1999
Ernst & Young April 1997 - April 1998
Humanize July 1997 - July 1997
Skills
Product Management, Security, Unix, Linux, Java, C++, C, Competitive Analysis, Windows, Networking, Market Analysis, Computer Forensics, Big Data, Cloud Computing, Log Analysis, Databases, SaaS, Enterprise Software, PaaS, Scalability, Mobile Devices, Strategic Partnerships, Virtualization, Strategy, Business Alliances, VMware, Analytics, Firewalls, Go-to-market Strategy, Operating Systems, Solaris, Servers, Program Management, Distributed Systems, Storage, Perl, Enterprise Architecture, Professional Services, System Architecture, Agile Methodologies, Data Center, Software Development, High Availability, Pre-sales, Software Engineering, Integration
Education
UCLA 1995 — 1997
Masters
Purdue University 1991 — 1995
B.S.
Sivagnanam Ammaiappan Sivagnanam Ammaiappan's Charles Schwab Experience 2006 - 2009
Job Senior Developer/Analyst at Dish Network
Industry Information Technology and Services
Experience
Dish Network March 2012 - Present
EchoStar Corporation/ WIPRO Technologies June 2009 - February 2012
Wipro Technologies February 2005 - February 2012
HAVI Global Solutions January 2009 - April 2009
Charles Schwab 2006 - 2009
Texas Instruments March 2005 - January 2006
Credit Lyonnais Mumbai India (Now Calyon Corporate & Investment Bank) January 2002 - January 2005
Gyantec Consulting Pvt. Ltd. May 2001 - January 2005
Skills
.NET, ASP.NET, C#, VB.NET, LINQ, XML, jQuery, HTML + CSS, JavaScript, Visio, Requirements Analysis, Visual Basic, WinForms, Website Development, AJAX, Crystal Reports, JSON, Photoshop, ADO.NET, HTML, SQL, SDLC, Web Applications, Software Development, Web Services, Microsoft SQL Server, Agile Methodologies, Integration, Databases, Business Analysis, Enterprise Architecture, Unix, Testing, Oracle, SOA, Software Project..., PL/SQL, REST, Solution Architecture, Subversion, Enterprise Software, Program Management, Requirements Gathering, Agile Project Management, Scrum
Education
PSG College of Technology 1997 — 2001
B.E, Electrical & Electronics Engineering
Dish Network March 2012 - Present
EchoStar Corporation/ WIPRO Technologies June 2009 - February 2012
Wipro Technologies February 2005 - February 2012
HAVI Global Solutions January 2009 - April 2009
Charles Schwab 2006 - 2009
Texas Instruments March 2005 - January 2006
Credit Lyonnais Mumbai India (Now Calyon Corporate & Investment Bank) January 2002 - January 2005
Gyantec Consulting Pvt. Ltd. May 2001 - January 2005
Skills
.NET, ASP.NET, C#, VB.NET, LINQ, XML, jQuery, HTML + CSS, JavaScript, Visio, Requirements Analysis, Visual Basic, WinForms, Website Development, AJAX, Crystal Reports, JSON, Photoshop, ADO.NET, HTML, SQL, SDLC, Web Applications, Software Development, Web Services, Microsoft SQL Server, Agile Methodologies, Integration, Databases, Business Analysis, Enterprise Architecture, Unix, Testing, Oracle, SOA, Software Project..., PL/SQL, REST, Solution Architecture, Subversion, Enterprise Software, Program Management, Requirements Gathering, Agile Project Management, Scrum
Education
PSG College of Technology 1997 — 2001
B.E, Electrical & Electronics Engineering
Steven Keefer, PMP's Charles Schwab Experience December 2010 - March 2011
Job Program Manager
Industry Information Technology and Services
Experience
FIS Global July 2013 - June 2015
First Data November 2012 - March 2013
Broadridge December 2011 - May 2012
Great West Life August 2011 - December 2011
Charles Schwab December 2010 - March 2011
Worldspan by Travelport June 2008 - December 2010
Level 3 Communications December 2006 - June 2007
Comcast July 2005 - December 2006
NagraStar LLC April 2002 - June 2005
KPMG Consulting 1998 - 2002
Skills
Program Management, PMP, Integration, Project Management, PMO, Vendor Management, Process Improvement, SDLC, Management, Analysis, Software Development, Leadership, Project Planning, Enterprise Architecture, Enterprise Software, Requirements Analysis, Change Management, Agile Methodologies, Software Project..., Project Portfolio..., Business Analysis, IT Strategy, Requirements Gathering, Security, Product Management, Telecommunications, Business Process..., Visio, Outsourcing, Business Intelligence, Microsoft Office, Consulting
Education
Purdue University 1972 — 1979
BS, Computer Science
RMC Project Management Institute 2009 — 2009
PMP, Program Management
FIS Global July 2013 - June 2015
First Data November 2012 - March 2013
Broadridge December 2011 - May 2012
Great West Life August 2011 - December 2011
Charles Schwab December 2010 - March 2011
Worldspan by Travelport June 2008 - December 2010
Level 3 Communications December 2006 - June 2007
Comcast July 2005 - December 2006
NagraStar LLC April 2002 - June 2005
KPMG Consulting 1998 - 2002
Skills
Program Management, PMP, Integration, Project Management, PMO, Vendor Management, Process Improvement, SDLC, Management, Analysis, Software Development, Leadership, Project Planning, Enterprise Architecture, Enterprise Software, Requirements Analysis, Change Management, Agile Methodologies, Software Project..., Project Portfolio..., Business Analysis, IT Strategy, Requirements Gathering, Security, Product Management, Telecommunications, Business Process..., Visio, Outsourcing, Business Intelligence, Microsoft Office, Consulting
Education
Purdue University 1972 — 1979
BS, Computer Science
RMC Project Management Institute 2009 — 2009
PMP, Program Management
Jordon Bluestein Jordon Bluestein's Charles Schwab Experience 1991 - 2000
Job Sr. Software Developer at McKesson
Industry Information Technology and Services
Experience
McKesson October 2001 - Present
Charles Schwab 1991 - 2000
Skills
JavaScript, Unix, Programming, Access, SQL Server, Visual Basic, ASP, DB2, Microsoft SQL Server, Visio, Integration, HTML
Education
State University of New York Empire State College 1984 — 1985
B.A., Management of Information Systems
Queens College
McKesson October 2001 - Present
Charles Schwab 1991 - 2000
Skills
JavaScript, Unix, Programming, Access, SQL Server, Visual Basic, ASP, DB2, Microsoft SQL Server, Visio, Integration, HTML
Education
State University of New York Empire State College 1984 — 1985
B.A., Management of Information Systems
Queens College
Mistie Trame's Charles Schwab Experience June 2012 - Present
Job Senior Manager, Franchisee Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Skills
Leadership, Strategic Financial..., Marketing, Small Business, Marketing Strategy, Financial Advisory, Financial Services, Investments, Retirement Planning, Finance, Insurance, Wealth Management, Financial Planning, Retirement
Education
Purdue University 1997 — 2003
B.S., Management
Charles Schwab June 2012 - Present
Skills
Leadership, Strategic Financial..., Marketing, Small Business, Marketing Strategy, Financial Advisory, Financial Services, Investments, Retirement Planning, Finance, Insurance, Wealth Management, Financial Planning, Retirement
Education
Purdue University 1997 — 2003
B.S., Management
Tim Hartman, MBA Tim Hartman, MBA's Charles Schwab Experience November 2011 - Present
Job Specialist Operations
Industry Investment Management
Experience
Charles Schwab November 2011 - Present
Thomson Reuters November 2005 - February 2011
Old Mutual Capital January 2005 - November 2005
American Data Services November 1996 - February 2004
Skills
Mutual Funds, Analysis, Accounting, Customer Relations, Business Analysis
Education
Regis University 2007 — 2011
Masters, Business Administration; Finance & Accounting
Regis College 1990 — 1995
Bachelor of Science, Business Administration; Finance
Holderness School 1986 — 1990
HS
Charles Schwab November 2011 - Present
Thomson Reuters November 2005 - February 2011
Old Mutual Capital January 2005 - November 2005
American Data Services November 1996 - February 2004
Skills
Mutual Funds, Analysis, Accounting, Customer Relations, Business Analysis
Education
Regis University 2007 — 2011
Masters, Business Administration; Finance & Accounting
Regis College 1990 — 1995
Bachelor of Science, Business Administration; Finance
Holderness School 1986 — 1990
HS
Preetham P.'s Charles Schwab Experience June 2007 - January 2008
Job Staff Accountant at Amherst Holdings
Industry Capital Markets
Experience
Amherst Holdings May 2014 - Present
EY October 2012 - December 2013
Banyan Equity Management May 2011 - August 2011
Navisis Financial May 2008 - May 2009
Charles Schwab June 2007 - January 2008
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS) in Finance and Accounting
Purdue University - Krannert School of Management 2002 — 2007
Bachelors of Science, General Management
Rome Free Academy
Amherst Holdings May 2014 - Present
EY October 2012 - December 2013
Banyan Equity Management May 2011 - August 2011
Navisis Financial May 2008 - May 2009
Charles Schwab June 2007 - January 2008
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Science (MS) in Finance and Accounting
Purdue University - Krannert School of Management 2002 — 2007
Bachelors of Science, General Management
Rome Free Academy
Robert Foltz's Charles Schwab Experience February 2015 - Present
Job Brokerage Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab February 2014 - February 2015
Charles Schwab January 2013 - February 2014
Charles Schwab October 2011 - January 2013
Skills
Management
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science, Management
Charles Schwab February 2015 - Present
Charles Schwab February 2014 - February 2015
Charles Schwab January 2013 - February 2014
Charles Schwab October 2011 - January 2013
Skills
Management
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science, Management
Raul Sondhi's Charles Schwab Experience March 1999 - October 1999
Job Senior Systems Engineer (Presales) / Enterprise Storage Architect
Industry Information Technology and Services
Experience
EMC September 2013 - Present
EMC Global Services July 2011 - September 2013
Verizon Global Services August 2007 - July 2011
Salesforce.com June 2006 - July 2007
Hotwire June 2001 - May 2006
NBCi September 1999 - May 2001
Charles Schwab March 1999 - October 1999
University of California, Berkeley January 1997 - March 1999
Providian Financial December 1995 - December 1996
Skills
Storage Area Networks, Data Center, Storage, Solaris, NAS, Virtualization, Brocade, VMware, EMC Storage, VMware ESX, Servers, Cluster, IBM AIX, NetBackup, Unix, SAN, Symmetrix, Infrastructure, Linux, Netbackup, Disaster Recovery, Cisco Technologies, HP, ITIL, Clariion, AIX, Enterprise Storage, Storage Management
Education
EMC Educational Services
Certification, Storage
Purdue University
BS, Engineering / Computer Science (CS courses completed at Cal State Univ.)
EMC September 2013 - Present
EMC Global Services July 2011 - September 2013
Verizon Global Services August 2007 - July 2011
Salesforce.com June 2006 - July 2007
Hotwire June 2001 - May 2006
NBCi September 1999 - May 2001
Charles Schwab March 1999 - October 1999
University of California, Berkeley January 1997 - March 1999
Providian Financial December 1995 - December 1996
Skills
Storage Area Networks, Data Center, Storage, Solaris, NAS, Virtualization, Brocade, VMware, EMC Storage, VMware ESX, Servers, Cluster, IBM AIX, NetBackup, Unix, SAN, Symmetrix, Infrastructure, Linux, Netbackup, Disaster Recovery, Cisco Technologies, HP, ITIL, Clariion, AIX, Enterprise Storage, Storage Management
Education
EMC Educational Services
Certification, Storage
Purdue University
BS, Engineering / Computer Science (CS courses completed at Cal State Univ.)
Samantha (Wilde) Pezzute's Charles Schwab Experience July 2012 - Present
Job Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Charles Schwab August 2011 - July 2012
Yellow Pages Group Canada June 2010 - August 2011
Skills
Leadership, Microsoft Office, Customer Service, Microsoft Word
Education
Purdue University 2005 — 2009
B.S, Synoptic Meteorology
Charles Schwab July 2012 - Present
Charles Schwab August 2011 - July 2012
Yellow Pages Group Canada June 2010 - August 2011
Skills
Leadership, Microsoft Office, Customer Service, Microsoft Word
Education
Purdue University 2005 — 2009
B.S, Synoptic Meteorology
Brian Kaczmarek, BSN, RN Brian Kaczmarek, BSN, RN's Charles Schwab Experience June 2008 - August 2008
Job Registered Nurse and Certified Massage Therapist
Industry Health, Wellness and Fitness
Experience
Postmates February 2014 - Present
BreathingTouch Therapeutics May 2012 - Present
Rutgers University May 2013 - April 2015
Every Thing Goes Book Cafe and Neighborhood Stage September 2012 - March 2015
Knuckles 'N' Knots February 2012 - May 2012
Green Mountain Energy Company August 2011 - December 2011
Merck July 2010 - June 2011
Charles Schwab June 2008 - August 2008
Nielsen May 2008 - May 2008
Thomson Reuters February 2008 - April 2008
Skills
Technical Services, Writing, Mediation, Troubleshooting, Patience, Massage, Energy Healing, Reiki, Acupressure, Reflexology, Prenatal Massage, Neuromuscular Therapy, Fast Learner, Research, Team Leadership, Intuitive, Team Player, Critical Thinking, Programming, Public Speaking, Customer Service, Microsoft Office, Coaching, Problem Solving, Customer Relations, Teaching, Outlook, Healthcare, Inventory Management, Databases, Administration, Strategic Planning, Event Planning, Negotiation, Analysis, Event Management, Data Analysis, Social Media, Product Development, Editing, Microsoft Word, Microsoft Excel, System Administration, Wellness, Leadership, Facebook, Social Networking, Team Building, Entrepreneurship, Nonprofits
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Science (B.S.), Nursing, 3.5
Raritan Valley Community College 2012 — 2012
Pre-Nursing Studies, 4.0
Rutgers, The State University of New Jersey-Newark 2000 — 2003
BA, Psychology, 3.94
Cayce/Reilly School of Massotherapy 2009 — 2009
CMT, LMT, Massage, Reiki, Acupressure, Reflexology, Prenatal Massage, NeuroMuscular Therapy
Stevens Institute of Technology 1997 — 1998
· Engineering (Computer Science)
Postmates February 2014 - Present
BreathingTouch Therapeutics May 2012 - Present
Rutgers University May 2013 - April 2015
Every Thing Goes Book Cafe and Neighborhood Stage September 2012 - March 2015
Knuckles 'N' Knots February 2012 - May 2012
Green Mountain Energy Company August 2011 - December 2011
Merck July 2010 - June 2011
Charles Schwab June 2008 - August 2008
Nielsen May 2008 - May 2008
Thomson Reuters February 2008 - April 2008
Skills
Technical Services, Writing, Mediation, Troubleshooting, Patience, Massage, Energy Healing, Reiki, Acupressure, Reflexology, Prenatal Massage, Neuromuscular Therapy, Fast Learner, Research, Team Leadership, Intuitive, Team Player, Critical Thinking, Programming, Public Speaking, Customer Service, Microsoft Office, Coaching, Problem Solving, Customer Relations, Teaching, Outlook, Healthcare, Inventory Management, Databases, Administration, Strategic Planning, Event Planning, Negotiation, Analysis, Event Management, Data Analysis, Social Media, Product Development, Editing, Microsoft Word, Microsoft Excel, System Administration, Wellness, Leadership, Facebook, Social Networking, Team Building, Entrepreneurship, Nonprofits
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Bachelor of Science (B.S.), Nursing, 3.5
Raritan Valley Community College 2012 — 2012
Pre-Nursing Studies, 4.0
Rutgers, The State University of New Jersey-Newark 2000 — 2003
BA, Psychology, 3.94
Cayce/Reilly School of Massotherapy 2009 — 2009
CMT, LMT, Massage, Reiki, Acupressure, Reflexology, Prenatal Massage, NeuroMuscular Therapy
Stevens Institute of Technology 1997 — 1998
· Engineering (Computer Science)
Cleo Ngui Cleo Ngui's Charles Schwab Experience February 2015 - Present
Job Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Marsh January 2013 - February 2015
Aon May 2011 - December 2012
Baxter Healthcare July 2007 - April 2011
RSM Bird Cameron August 2003 - May 2007
Star Dean-Willcocks February 2002 - August 2003
Skills
Financial Analysis, Data Analysis, Internal Audit, Internal Controls, Financial Reporting, Assurance, Accounting, Risk Management, Business Process..., Governance, Business Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Program Management, US GAAP, COSO, Financial Audits, Finance
Education
Queensland University of Technology 1999 — 2002
Bachelor of Business Administration (B.B.A.), Double Major in Accounting and Banking & Finance (with Honors)
Charles Schwab February 2015 - Present
Marsh January 2013 - February 2015
Aon May 2011 - December 2012
Baxter Healthcare July 2007 - April 2011
RSM Bird Cameron August 2003 - May 2007
Star Dean-Willcocks February 2002 - August 2003
Skills
Financial Analysis, Data Analysis, Internal Audit, Internal Controls, Financial Reporting, Assurance, Accounting, Risk Management, Business Process..., Governance, Business Analysis, Enterprise Risk..., Sarbanes-Oxley Act, Program Management, US GAAP, COSO, Financial Audits, Finance
Education
Queensland University of Technology 1999 — 2002
Bachelor of Business Administration (B.B.A.), Double Major in Accounting and Banking & Finance (with Honors)
Emily Anaya Emily Anaya's Charles Schwab Experience October 2012 - March 2013
Job Eligibility Analyst at NCAA
Industry Information Services
Experience
NCAA January 2015 - Present
State Farm April 2013 - August 2014
Charles Schwab October 2012 - March 2013
University of Arizona June 2010 - July 2012
Purdue University 2006 - 2010
Skills
Athletic Training, Athletics, Injury Prevention, Sports Medicine, Cpr Certified, Rehabilitation, Sports, Performance Enhancement, Exercise Physiology, Rehabilitation..., Strength & Conditioning, Sports Injuries, Healthcare, Strength Training, Kinesiology, Orthopedic, Treatment, Fitness, Taping, Baseball, Operant Conditioning, Microsoft Office, Proficient Typing Skills, SIMS, Consulting, Communication Skills, Team-oriented
Education
University of Arizona 2010 — 2012
Masters of Education, Teaching and Teacher Education
Purdue University 2005 — 2010
Bachelor of Science, Athletic Training
William Fremd High School
NCAA January 2015 - Present
State Farm April 2013 - August 2014
Charles Schwab October 2012 - March 2013
University of Arizona June 2010 - July 2012
Purdue University 2006 - 2010
Skills
Athletic Training, Athletics, Injury Prevention, Sports Medicine, Cpr Certified, Rehabilitation, Sports, Performance Enhancement, Exercise Physiology, Rehabilitation..., Strength & Conditioning, Sports Injuries, Healthcare, Strength Training, Kinesiology, Orthopedic, Treatment, Fitness, Taping, Baseball, Operant Conditioning, Microsoft Office, Proficient Typing Skills, SIMS, Consulting, Communication Skills, Team-oriented
Education
University of Arizona 2010 — 2012
Masters of Education, Teaching and Teacher Education
Purdue University 2005 — 2010
Bachelor of Science, Athletic Training
William Fremd High School
Richard Fiest's Charles Schwab Experience 2005 - May 2015
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Charles Schwab 2005 - May 2015
Skills
Financial Services, Process Improvement, Series 7, Investments, Relationship Management, series 9/10
Education
Purdue University 1990 — 1998
Bachelor of Arts (B.A.), Elementary Education and Teaching
TIAA-CREF June 2015 - Present
Charles Schwab 2005 - May 2015
Skills
Financial Services, Process Improvement, Series 7, Investments, Relationship Management, series 9/10
Education
Purdue University 1990 — 1998
Bachelor of Arts (B.A.), Elementary Education and Teaching
Karis Merritt's Charles Schwab Experience October 2010 - October 2012
Job Collateral Management Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Wells Fargo May 2014 - June 2015
Wells Fargo September 2012 - April 2014
Charles Schwab October 2010 - October 2012
Old National Bank July 2010 - October 2010
Regions Financial Corporation April 2006 - July 2010
Skills
Customer Service, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Management, Critical Thinking, Time Management, Analysis, Leadership, Marketing, Finance, Sales, Mortgage Lending, Loans, Financial Services
Education
Purdue University
Bachelor of Arts, Communication
Purdue University
Bachelor of Arts (B.A.), Communication, General
Morgan Stanley June 2015 - Present
Wells Fargo May 2014 - June 2015
Wells Fargo September 2012 - April 2014
Charles Schwab October 2010 - October 2012
Old National Bank July 2010 - October 2010
Regions Financial Corporation April 2006 - July 2010
Skills
Customer Service, PowerPoint, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Management, Critical Thinking, Time Management, Analysis, Leadership, Marketing, Finance, Sales, Mortgage Lending, Loans, Financial Services
Education
Purdue University
Bachelor of Arts, Communication
Purdue University
Bachelor of Arts (B.A.), Communication, General
Aaron Adcock Aaron Adcock's Charles Schwab Experience February 2005 - March 2011
Job Director of Wealth Management Division at Lakeside Wealth Management
Industry Financial Services
Experience
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Lakeside Wealth Management Group January 2012 - Present
Charles Schwab February 2005 - March 2011
Morgan Stanley 2004 - 2005
Education
Purdue University-North Central Campus
Bachelors, Business
Stephanie Beringer's Charles Schwab Experience July 2010 - April 2011
Job Consultant & Dance Instructor
Industry Health, Wellness and Fitness
Experience
Washpro Carwash Llc August 2015 - Present
Stage I Dance Academy August 2015 - Present
JMH Development June 2015 - Present
The Consultancy March 2015 - Present
Herkert Family Eye Care April 2011 - February 2015
Charles Schwab July 2010 - April 2011
Skills
Customer Service, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Access
Education
Purdue University 2006 — 2010
Management, Management
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (B.S.), Management
Washpro Carwash Llc August 2015 - Present
Stage I Dance Academy August 2015 - Present
JMH Development June 2015 - Present
The Consultancy March 2015 - Present
Herkert Family Eye Care April 2011 - February 2015
Charles Schwab July 2010 - April 2011
Skills
Customer Service, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Access
Education
Purdue University 2006 — 2010
Management, Management
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (B.S.), Management
Keith Vogel Keith Vogel's Charles Schwab Experience January 2015 - Present
Job Sr. Talent Advisor at Charles Schwab
Industry Banking
Experience
Charles Schwab January 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - February 2015
PayPal July 2013 - March 2014
PayPal, an ebay company May 2012 - July 2013
PayPal October 2010 - May 2012
Apollo Group June 2010 - September 2010
Robert Half Finance & Accounting February 2006 - May 2010
ATMI April 2005 - February 2006
Aetna May 2003 - April 2005
Skills
Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Process Improvement, PeopleSoft, Accounting, Applicant Tracking..., Onboarding, Human Resources, Staff Development, Resume Writing, Internet Recruiting, Employee Engagement, Forecasting, Management, Talent Management, Payroll, Interviews, Deferred Compensation, Financial Analysis, Employee Benefits, Benefits Negotiation, Sourcing, Recruitment Advertising, New Hire Orientations, Screening, Workforce Planning, Employee Relations, Staffing Services, Vendor Management, Screening Resumes, Finance, Performance Management, HRIS, Hiring, Executive Search, Budgets, Temporary Placement, Financial Reporting, Leadership, Contract Recruitment, Customer Service, Succession Planning, Employer Branding, Job Descriptions, Temporary Staffing, Permanent Placement, Personnel Management
Education
Queens College
Bachelors, Accounting
Queens College
Bachelors, Sociology
Charles Schwab January 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - February 2015
PayPal July 2013 - March 2014
PayPal, an ebay company May 2012 - July 2013
PayPal October 2010 - May 2012
Apollo Group June 2010 - September 2010
Robert Half Finance & Accounting February 2006 - May 2010
ATMI April 2005 - February 2006
Aetna May 2003 - April 2005
Skills
Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Process Improvement, PeopleSoft, Accounting, Applicant Tracking..., Onboarding, Human Resources, Staff Development, Resume Writing, Internet Recruiting, Employee Engagement, Forecasting, Management, Talent Management, Payroll, Interviews, Deferred Compensation, Financial Analysis, Employee Benefits, Benefits Negotiation, Sourcing, Recruitment Advertising, New Hire Orientations, Screening, Workforce Planning, Employee Relations, Staffing Services, Vendor Management, Screening Resumes, Finance, Performance Management, HRIS, Hiring, Executive Search, Budgets, Temporary Placement, Financial Reporting, Leadership, Contract Recruitment, Customer Service, Succession Planning, Employer Branding, Job Descriptions, Temporary Staffing, Permanent Placement, Personnel Management
Education
Queens College
Bachelors, Accounting
Queens College
Bachelors, Sociology
Vincent Viveros's Charles Schwab Experience June 2009 - March 2011
Job Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley November 2014 - Present
KeyBank April 2011 - October 2014
Charles Schwab June 2009 - March 2011
Education
Purdue University
B.S. Financial Planning & Counseling, Minor in Economics - Krannert School of Management
Morgan Stanley November 2014 - Present
KeyBank April 2011 - October 2014
Charles Schwab June 2009 - March 2011
Education
Purdue University
B.S. Financial Planning & Counseling, Minor in Economics - Krannert School of Management
Susan Goffiney-Walton Susan Goffiney-Walton's Charles Schwab Experience October 2014 - Present
Job Independent Branch Financial Consultant at Charles Schwab
Industry Wireless
Experience
Charles Schwab October 2014 - Present
e-Cycle LLC January 2012 - December 2012
Verizon Wireless August 2004 - April 2011
Sprint Nextel October 1997 - May 2003
Education
Purdue University Calumet
Business
University of Wisconsin-Eau Claire
Charles Schwab October 2014 - Present
e-Cycle LLC January 2012 - December 2012
Verizon Wireless August 2004 - April 2011
Sprint Nextel October 1997 - May 2003
Education
Purdue University Calumet
Business
University of Wisconsin-Eau Claire
Chalton Graham, Sr Chalton Graham, Sr's Charles Schwab Experience February 1997 - February 1998
Job Advertising Consultant at Recorder Media Group (Indianapolis Recorder/Indiana Minority Business Magazine
Industry Marketing and Advertising
Experience
Recorder Media Group (Indianapolis Recorder/Indiana Minority Business Magazine August 2014 - Present
Graham & Associates May 2012 - Present
Gannett March 2007 - March 2010
Charles Schwab February 1997 - February 1998
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits, Disability Insurance, Sales, Customer Service, Term Life Insurance, Underwriting, Property & Casualty...
Education
University of Alabama 2012 — 2012
Life and Supplemental Health, Insurance
Purdue University 1992 — 1997
Bachelor's degree, Organizational Leadership & Supervision
Recorder Media Group (Indianapolis Recorder/Indiana Minority Business Magazine August 2014 - Present
Graham & Associates May 2012 - Present
Gannett March 2007 - March 2010
Charles Schwab February 1997 - February 1998
Skills
Insurance, Life Insurance, Health Insurance, Employee Benefits, Disability Insurance, Sales, Customer Service, Term Life Insurance, Underwriting, Property & Casualty...
Education
University of Alabama 2012 — 2012
Life and Supplemental Health, Insurance
Purdue University 1992 — 1997
Bachelor's degree, Organizational Leadership & Supervision
Eric Claytor Eric Claytor's Charles Schwab Experience November 1995 - April 1999
Job Senior Vice President, Affiliate Distribution and Marketing at Entertainment Studios
Industry Broadcast Media
Experience
Entertainment Studios March 2013 - Present
TV One February 2009 - March 2013
The Sportsman Channel November 2006 - February 2009
TV One September 2003 - November 2006
Apollo Education Group September 2002 - September 2003
Construction News Service October 2001 - June 2002
MapQuest August 2000 - August 2001
Cygnus Business Media April 1999 - August 2000
Charles Schwab November 1995 - April 1999
Skills
Television, New Media, Digital Media, Marketing Strategy, New Business Development, Advertising, Strategic Planning, Account Management, Entertainment, Radio, Event Management, Social Media Marketing, Digital Strategy, Strategic Partnerships, Integrated Marketing, Media Relations, Marketing, Product Management, Advertising Sales, Media Planning, Broadcast, Contract Negotiation, Sponsorship, Digital Marketing, Video Production, Marketing Communications, Email Marketing, Social Networking, Event Planning, Online Advertising, Online Marketing, VOD, Strategy, Content Strategy, Media Buying, Broadcast Television, Digital Video, Sales, Mobile Devices, Marketing Management, Brand Development, Cable Television, Mobile Marketing, Start-ups, CRM, Management, Leadership, Budgets, Sales Operations, Digital Distribution
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Executive
Radford University 1989 — 1994
Bachelor of Science (BSc), Criminal Justice/Law Enforcement Administration
Entertainment Studios March 2013 - Present
TV One February 2009 - March 2013
The Sportsman Channel November 2006 - February 2009
TV One September 2003 - November 2006
Apollo Education Group September 2002 - September 2003
Construction News Service October 2001 - June 2002
MapQuest August 2000 - August 2001
Cygnus Business Media April 1999 - August 2000
Charles Schwab November 1995 - April 1999
Skills
Television, New Media, Digital Media, Marketing Strategy, New Business Development, Advertising, Strategic Planning, Account Management, Entertainment, Radio, Event Management, Social Media Marketing, Digital Strategy, Strategic Partnerships, Integrated Marketing, Media Relations, Marketing, Product Management, Advertising Sales, Media Planning, Broadcast, Contract Negotiation, Sponsorship, Digital Marketing, Video Production, Marketing Communications, Email Marketing, Social Networking, Event Planning, Online Advertising, Online Marketing, VOD, Strategy, Content Strategy, Media Buying, Broadcast Television, Digital Video, Sales, Mobile Devices, Marketing Management, Brand Development, Cable Television, Mobile Marketing, Start-ups, CRM, Management, Leadership, Budgets, Sales Operations, Digital Distribution
Education
University of Denver - Daniels College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, Executive
Radford University 1989 — 1994
Bachelor of Science (BSc), Criminal Justice/Law Enforcement Administration
Stephen Ramey's Charles Schwab Experience August 2008 - August 2010
Job
Industry
Experience
Faegre Baker Daniels LLP August 2014 - Present
McNeely, Stephenson, Thopy & Harrold January 2014 - August 2014
Tippecanoe County Superior Court 2 August 2013 - January 2014
Indiana Supreme Court - David, J. August 2012 - December 2012
Indiana Attorney General May 2012 - August 2012
Indiana Secretary of State - Securities Division May 2011 - August 2011
Charles Schwab August 2008 - August 2010
Skills
Securities, Estate Planning, Legal Research, Legal Writing, Litigation, Westlaw, Series 7
Education
Robert H. McKinney School of Law - Indiana University-Purdue University at Indianapolis 2010 — 2013
Doctor of Law (JD), Law, 3.79
Purdue University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General, 3.40
Faegre Baker Daniels LLP August 2014 - Present
McNeely, Stephenson, Thopy & Harrold January 2014 - August 2014
Tippecanoe County Superior Court 2 August 2013 - January 2014
Indiana Supreme Court - David, J. August 2012 - December 2012
Indiana Attorney General May 2012 - August 2012
Indiana Secretary of State - Securities Division May 2011 - August 2011
Charles Schwab August 2008 - August 2010
Skills
Securities, Estate Planning, Legal Research, Legal Writing, Litigation, Westlaw, Series 7
Education
Robert H. McKinney School of Law - Indiana University-Purdue University at Indianapolis 2010 — 2013
Doctor of Law (JD), Law, 3.79
Purdue University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General, 3.40
Hikaru Takaoka's Charles Schwab Experience January 2014 - Present
Job Stuff
Industry Computer Software
Experience
Charles Schwab January 2014 - Present
Galileo School of Math and Science December 2013 - January 2014
Scholars To Leaders Academy June 2013 - January 2014
Colorado State University - Pueblo September 2012 - May 2013
Colorado State University - Pueblo May 2011 - May 2013
Skills
Java, PHP, MySQL, JavaScript, Computer Repair, AJAX, ASP.NET, CSS, C#, T-SQL
Education
Colorado State University - Pueblo 2011 — 2013
Pueblo Community College 2008 — 2011
Charles Schwab January 2014 - Present
Galileo School of Math and Science December 2013 - January 2014
Scholars To Leaders Academy June 2013 - January 2014
Colorado State University - Pueblo September 2012 - May 2013
Colorado State University - Pueblo May 2011 - May 2013
Skills
Java, PHP, MySQL, JavaScript, Computer Repair, AJAX, ASP.NET, CSS, C#, T-SQL
Education
Colorado State University - Pueblo 2011 — 2013
Pueblo Community College 2008 — 2011
Tara Bayes's Charles Schwab Experience October 2000 - December 2002
Job Leadership Professional at Macy's
Industry Information Technology and Services
Experience
Macys.com August 2013 - Present
Allscripts November 2012 - August 2013
Blue Shield of California May 2011 - November 2012
Blue Shield of California June 2009 - May 2011
Rainmaker Systems April 2008 - March 2009
United Behavioral Health, UnitedHealth Group March 2006 - April 2008
Wells Fargo March 2003 - March 2006
Charles Schwab October 2000 - December 2002
SmartAge.com September 1999 - September 2000
Skills
Data Warehousing, Banking, Insurance, Brokerage, Business Intelligence, Data Governance, Healthcare, CRM, Databases, Business Analysis, Governance, Database Marketing, Data Analysis, Change Management, Data Integration, Outsourcing, Business Requirements, IT Strategy, Team Management, Requirements Gathering, Data Quality, Leadership, Analysis, Management, Project Management, Strategy, Integration, Vendor Management
Education
Purdue University
MS, Medical Sociology
Macys.com August 2013 - Present
Allscripts November 2012 - August 2013
Blue Shield of California May 2011 - November 2012
Blue Shield of California June 2009 - May 2011
Rainmaker Systems April 2008 - March 2009
United Behavioral Health, UnitedHealth Group March 2006 - April 2008
Wells Fargo March 2003 - March 2006
Charles Schwab October 2000 - December 2002
SmartAge.com September 1999 - September 2000
Skills
Data Warehousing, Banking, Insurance, Brokerage, Business Intelligence, Data Governance, Healthcare, CRM, Databases, Business Analysis, Governance, Database Marketing, Data Analysis, Change Management, Data Integration, Outsourcing, Business Requirements, IT Strategy, Team Management, Requirements Gathering, Data Quality, Leadership, Analysis, Management, Project Management, Strategy, Integration, Vendor Management
Education
Purdue University
MS, Medical Sociology
Jane McPeters's Charles Schwab Experience October 1997 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1997 - Present
SunAmerica April 1995 - September 1997
Skills
Business Analysis, Series 7
Education
Purdue University 1982 — 1986
BS, Financial Planning & Counseling
Charles Schwab October 1997 - Present
SunAmerica April 1995 - September 1997
Skills
Business Analysis, Series 7
Education
Purdue University 1982 — 1986
BS, Financial Planning & Counseling
Scott Werts Scott Werts's Charles Schwab Experience August 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Vanguard June 2014 - August 2015
Radford University January 2014 - May 2014
Radford University August 2012 - May 2014
The Joyce Agency, Inc. December 2011 - January 2014
Community Pool Service, Inc. June 2008 - August 2011
Skills
Teamwork, Public Speaking, Microsoft Office, Customer Service, Social Networking, Social Media, Team Leadership, Marketing Strategy, Sales, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Data Analysis, PowerPoint, Problem Solving, Time Management, Creative Solutions, Series 7, Series 63, Business Development
Education
Radford University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Minor: Information Systems
Charles Schwab August 2015 - Present
Vanguard June 2014 - August 2015
Radford University January 2014 - May 2014
Radford University August 2012 - May 2014
The Joyce Agency, Inc. December 2011 - January 2014
Community Pool Service, Inc. June 2008 - August 2011
Skills
Teamwork, Public Speaking, Microsoft Office, Customer Service, Social Networking, Social Media, Team Leadership, Marketing Strategy, Sales, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Data Analysis, PowerPoint, Problem Solving, Time Management, Creative Solutions, Series 7, Series 63, Business Development
Education
Radford University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Minor: Information Systems
Barbara Fraboni Barbara Fraboni's Charles Schwab Experience September 2013 - June 2014
Job Compliance Specialist
Industry Financial Services
Experience
Wilmington Trust June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab May 2008 - September 2013
J.P. Morgan October 2005 - May 2008
The Vanguard Group January 2004 - October 2005
ASML November 1997 - August 2003
Skills
Project Planning, E-learning, Investments, Mutual Funds, Series 7, Instructional Design, Web Development, Job Aids, Corporate Communications
Education
State University of New York College at Purchase
Bachelor's degree, Economics
Brown Institute
Certificate, Computer Science, Computer Science
Albuquerque Technical Institute
Certificate, Electronics
Wilmington Trust June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab May 2008 - September 2013
J.P. Morgan October 2005 - May 2008
The Vanguard Group January 2004 - October 2005
ASML November 1997 - August 2003
Skills
Project Planning, E-learning, Investments, Mutual Funds, Series 7, Instructional Design, Web Development, Job Aids, Corporate Communications
Education
State University of New York College at Purchase
Bachelor's degree, Economics
Brown Institute
Certificate, Computer Science, Computer Science
Albuquerque Technical Institute
Certificate, Electronics
Eric Swanson, CPA's Charles Schwab Experience November 2009 - May 2010
Job Audit Staff at Katz, Sapper & Miller
Industry Financial Services
Experience
Katz, Sapper & Miller January 2015 - Present
Hufford Advisors, LLC June 2010 - August 2014
Charles Schwab November 2009 - May 2010
BKD CPAs & Advisors January 2009 - April 2009
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Access, Microsoft Office, Cash Flow, Forecasting, Budgets
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Katz, Sapper & Miller January 2015 - Present
Hufford Advisors, LLC June 2010 - August 2014
Charles Schwab November 2009 - May 2010
BKD CPAs & Advisors January 2009 - April 2009
Skills
Strategic Financial..., Financial Analysis, Microsoft Excel, Access, Microsoft Office, Cash Flow, Forecasting, Budgets
Education
Purdue University - Krannert School of Management 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Ernie Albino's Charles Schwab Experience October 2007 - Present
Job High Net Worth Sr. Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2007 - Present
Skills
Series 7, Series 63, series 9/10 [8], Leadership, Management, New Business Development, Team Building, Training, Insurance, Process Improvement, Coaching, Customer Service, Risk Management, 401k, Public Speaking, Strategic Planning, Project Management, Microsoft Office, Sales, Analysis, Leadership Development, Marketing Communications, Call Centers, Relationship Management, Team Leadership
Education
Quinnipiac University 2015 — 2016
Master of Science (M.S.), Organizational Leadership
Regent University 2009 — 2013
B.A., Theology
SUNY Buffalo 1988 — 1991
B.A., Psychology and Economics
Charles Schwab October 2007 - Present
Skills
Series 7, Series 63, series 9/10 [8], Leadership, Management, New Business Development, Team Building, Training, Insurance, Process Improvement, Coaching, Customer Service, Risk Management, 401k, Public Speaking, Strategic Planning, Project Management, Microsoft Office, Sales, Analysis, Leadership Development, Marketing Communications, Call Centers, Relationship Management, Team Leadership
Education
Quinnipiac University 2015 — 2016
Master of Science (M.S.), Organizational Leadership
Regent University 2009 — 2013
B.A., Theology
SUNY Buffalo 1988 — 1991
B.A., Psychology and Economics
Jeff Michael's Charles Schwab Experience January 1995 - February 2000
Job Lead QA Engineer at Cisco
Industry Information Technology and Services
Experience
Cisco June 2015 - Present
Glassdoor.com January 2008 - May 2015
Papilia February 2006 - December 2007
PRN June 2002 - February 2006
whereiwork June 2001 - April 2002
XUMA February 2000 - March 2001
Charles Schwab January 1995 - February 2000
Skills
Test Automation, Quality Assurance, XML, Perl, SQL, JavaScript, HTML, Ruby, Apache, Unix, Watir, WebDriver, Jenkins, Ruby on Rails, Salesforce.com, CGI, Rally, OpenLoad, Windows, Mac, Lyris, PayPal, JIRA, Bugzilla, Technical Leadership, JMeter, Google Analytics, SEO, Data Integrity, Reports, Logging, Test Cases, Web Services, Agile Methodologies, Testing
Education
Purdue University 1991 — 1993
Master of Science (MS), Computer Science
Purdue University 1985 — 1990
BS, Chemical Engineering
Purdue University 1985 — 1990
BS, Chemistry
Cisco June 2015 - Present
Glassdoor.com January 2008 - May 2015
Papilia February 2006 - December 2007
PRN June 2002 - February 2006
whereiwork June 2001 - April 2002
XUMA February 2000 - March 2001
Charles Schwab January 1995 - February 2000
Skills
Test Automation, Quality Assurance, XML, Perl, SQL, JavaScript, HTML, Ruby, Apache, Unix, Watir, WebDriver, Jenkins, Ruby on Rails, Salesforce.com, CGI, Rally, OpenLoad, Windows, Mac, Lyris, PayPal, JIRA, Bugzilla, Technical Leadership, JMeter, Google Analytics, SEO, Data Integrity, Reports, Logging, Test Cases, Web Services, Agile Methodologies, Testing
Education
Purdue University 1991 — 1993
Master of Science (MS), Computer Science
Purdue University 1985 — 1990
BS, Chemical Engineering
Purdue University 1985 — 1990
BS, Chemistry
Roger Alt's Charles Schwab Experience 2007 - 2009
Job Vice President, Digital Product Development at AssetMark
Industry Financial Services
Experience
AssetMark November 2012 - Present
Citi 2009 - 2012
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2007
Charles Schwab 1999 - 2002
Charles Schwab 1996 - 1999
Charles Schwab 1995 - 1996
Charles Schwab 1992 - 1995
Charles Schwab 1990 - 1992
Skills
Series 7, Series 24, Program Management, Project Management, Product Development, Cross-functional Team..., Customer Experience, Strategy, Management, Marketing Strategy, Financial Services, Website Development, User Experience, Achieving Results, Banking, Process Improvement, Leadership, Business Process..., Project Portfolio..., Business Analysis, Marketing, Strategic Planning
Education
Stanford University 1983 — 1987
BA, Psychology
Punahou School 1970 — 1983
AssetMark November 2012 - Present
Citi 2009 - 2012
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2007
Charles Schwab 1999 - 2002
Charles Schwab 1996 - 1999
Charles Schwab 1995 - 1996
Charles Schwab 1992 - 1995
Charles Schwab 1990 - 1992
Skills
Series 7, Series 24, Program Management, Project Management, Product Development, Cross-functional Team..., Customer Experience, Strategy, Management, Marketing Strategy, Financial Services, Website Development, User Experience, Achieving Results, Banking, Process Improvement, Leadership, Business Process..., Project Portfolio..., Business Analysis, Marketing, Strategic Planning
Education
Stanford University 1983 — 1987
BA, Psychology
Punahou School 1970 — 1983
Nimish Maheshwari's Charles Schwab Experience August 2013 - Present
Job Investor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Hewlett-Packard July 2011 - July 2013
Amazon June 2010 - August 2010
Ecolab March 2010 - April 2010
ZS Associates June 2009 - July 2009
ZS Associates January 2007 - June 2009
ZS Associates January 2005 - December 2006
Skills
Business Strategy, Management Consulting, Financial Modeling, Go-to-market Strategy, Valuation, Cross-functional Team..., Due Diligence, Investment Brokerage
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
Texas A&M University 2002 — 2004
MS, Industrial Engineering
Punjab Engineering College 1998 — 2002
BE, Mechanical Engineering
Charles Schwab August 2013 - Present
Hewlett-Packard July 2011 - July 2013
Amazon June 2010 - August 2010
Ecolab March 2010 - April 2010
ZS Associates June 2009 - July 2009
ZS Associates January 2007 - June 2009
ZS Associates January 2005 - December 2006
Skills
Business Strategy, Management Consulting, Financial Modeling, Go-to-market Strategy, Valuation, Cross-functional Team..., Due Diligence, Investment Brokerage
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
Texas A&M University 2002 — 2004
MS, Industrial Engineering
Punjab Engineering College 1998 — 2002
BE, Mechanical Engineering
Karman Chan's Charles Schwab Experience March 2004 - September 2005
Job Corporate CFO at EPIC
Industry Insurance
Experience
Pacific Pulmonary Services June 2013 - April 2014
salesforce.com January 2013 - June 2013
Blue Shield of California August 2009 - December 2012
Blue Shield of CA September 2005 - July 2009
Charles Schwab March 2004 - September 2005
Charles Schwab October 2002 - March 2004
Charles Schwab March 2001 - October 2002
Skills
Strategy, Strategic Planning, Forecasting, Insurance, Managerial Finance, Investments, Management, Business Strategy, Financial Analysis, Analysis, Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Risk Management
Education
Purdue University 1989 — 1992
BS, Major in Accounting and Minor in Finance
Pacific Pulmonary Services June 2013 - April 2014
salesforce.com January 2013 - June 2013
Blue Shield of California August 2009 - December 2012
Blue Shield of CA September 2005 - July 2009
Charles Schwab March 2004 - September 2005
Charles Schwab October 2002 - March 2004
Charles Schwab March 2001 - October 2002
Skills
Strategy, Strategic Planning, Forecasting, Insurance, Managerial Finance, Investments, Management, Business Strategy, Financial Analysis, Analysis, Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Risk Management
Education
Purdue University 1989 — 1992
BS, Major in Accounting and Minor in Finance
Moira Meehan's Charles Schwab Experience October 2009 - Present
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2009 - Present
Boston Public Library June 2009 - August 2009
Massachusetts College of Pharmacy and Health Sciences October 2007 - July 2008
Education
Simmons Graduate School 2008 — 2009
M.S., Library Science
Queens College 2003 — 2006
Charles Schwab October 2009 - Present
Boston Public Library June 2009 - August 2009
Massachusetts College of Pharmacy and Health Sciences October 2007 - July 2008
Education
Simmons Graduate School 2008 — 2009
M.S., Library Science
Queens College 2003 — 2006
Tim Youngren's Charles Schwab Experience September 2015 - Present
Job Model Production Transformation Analyst at Charles Schwab
Industry Information Services
Experience
Charles Schwab September 2015 - Present
JLL May 2014 - March 2015
JLL March 2012 - November 2014
McKinstry July 2010 - February 2012
Baxter December 2008 - March 2010
Hyatt Hotels Corporation December 2007 - September 2008
Equity Office Properties January 2006 - August 2007
JCB Partners July 2002 - January 2006
Update International, Inc September 2001 - April 2002
Waterstone Consulting August 1999 - March 2001
Skills
Business Intelligence, Data Warehousing, Enterprise Software, Energy Management, Business Analysis, SQL, Integration, Requirements Analysis, Program Management, Software Development, Data Modeling, SDLC, MS Project, Requirements Gathering, Software Project..., Management, SAS, Cubes, Visio, Analytics, Python, Data Mining, R, Statistical Data..., Consulting
Education
The University of Chicago 2014 — 2015
Master’s Degree, Analytics
Purdue University 1994 — 1999
BS, Mechanical Engineering
Charles Schwab September 2015 - Present
JLL May 2014 - March 2015
JLL March 2012 - November 2014
McKinstry July 2010 - February 2012
Baxter December 2008 - March 2010
Hyatt Hotels Corporation December 2007 - September 2008
Equity Office Properties January 2006 - August 2007
JCB Partners July 2002 - January 2006
Update International, Inc September 2001 - April 2002
Waterstone Consulting August 1999 - March 2001
Skills
Business Intelligence, Data Warehousing, Enterprise Software, Energy Management, Business Analysis, SQL, Integration, Requirements Analysis, Program Management, Software Development, Data Modeling, SDLC, MS Project, Requirements Gathering, Software Project..., Management, SAS, Cubes, Visio, Analytics, Python, Data Mining, R, Statistical Data..., Consulting
Education
The University of Chicago 2014 — 2015
Master’s Degree, Analytics
Purdue University 1994 — 1999
BS, Mechanical Engineering
Ed McRedmond's Charles Schwab Experience March 1983 - July 1988
Job SVP at PowerShares Capital Mgmt
Industry Investment Management
Experience
Invesco PowerShares August 2005 - Present
AG Edwards / Gallatin Asset Mgmt July 1988 - August 2005
Charles Schwab March 1983 - July 1988
Skills
Due Diligence, Investments, ETFs, Asset Allocation, Portfolio Management, Series 7, Emerging Markets, Alternative Investments, Mutual Funds, Asset Managment, Equities, Wealth Management, Fixed Income, Equity Research, Securities, Investment Banking, Derivatives, Separately Managed..., Trading, Asset Management, Bonds, Investment Management, Investment Strategies, Options, Commodity, Investment Advisory, Bloomberg, Hedge Funds
Education
Quincy University 1979 — 1982
BS, Economics & Finance
Invesco PowerShares August 2005 - Present
AG Edwards / Gallatin Asset Mgmt July 1988 - August 2005
Charles Schwab March 1983 - July 1988
Skills
Due Diligence, Investments, ETFs, Asset Allocation, Portfolio Management, Series 7, Emerging Markets, Alternative Investments, Mutual Funds, Asset Managment, Equities, Wealth Management, Fixed Income, Equity Research, Securities, Investment Banking, Derivatives, Separately Managed..., Trading, Asset Management, Bonds, Investment Management, Investment Strategies, Options, Commodity, Investment Advisory, Bloomberg, Hedge Funds
Education
Quincy University 1979 — 1982
BS, Economics & Finance
Ekeoma Igboegwu's Charles Schwab Experience October 2007 - August 2011
Job Product Manager @ Suppernutty Kitchen
Industry Health, Wellness and Fitness
Experience
Monatherapy 2011 - Present
Charles Schwab October 2007 - August 2011
San Francisco Department of Public Health January 2009 - September 2009
Department of Public HealthPublic Service Aide January 2009 - September 2009
Charles Schwab October 2007 - October 2008
Banc of America Investments March 2007 - August 2007
Bank of America March 2007 - August 2007
Wartnick Law August 2005 - December 2006
Skills
Grantwriting, Poetry, Business Development, Training, Management, Team Building, Research, Microsoft Excel, Editing, Human Resources, Data Entry, Social Networking, Payroll, Data Analysis, Leadership
Education
Purdue University 1998 — 2003
Bachelor of Science, Food Science
Purdue University 1997 — 2003
Bachelor of Science, Food Science
Monatherapy 2011 - Present
Charles Schwab October 2007 - August 2011
San Francisco Department of Public Health January 2009 - September 2009
Department of Public HealthPublic Service Aide January 2009 - September 2009
Charles Schwab October 2007 - October 2008
Banc of America Investments March 2007 - August 2007
Bank of America March 2007 - August 2007
Wartnick Law August 2005 - December 2006
Skills
Grantwriting, Poetry, Business Development, Training, Management, Team Building, Research, Microsoft Excel, Editing, Human Resources, Data Entry, Social Networking, Payroll, Data Analysis, Leadership
Education
Purdue University 1998 — 2003
Bachelor of Science, Food Science
Purdue University 1997 — 2003
Bachelor of Science, Food Science
Siddhu, Adesh's Charles Schwab Experience 1998 - 2001
Job Director of Applications at Santa Clara County SSA
Industry Government Administration
Experience
Santa Clara County November 2001 - Present
County of Santa Clara Social Services Agency 2001 - Present
Santa Clara County Social Services Agency 2001 - Present
County of Santa Clara - SSA 2001 - Present
Charles Schwab 1998 - 2001
Bank of America 1993 - 1998
Skills
Business Intelligence, Enterprise Architecture, IT Management, Business Analysis, IT Strategy, Program Management, SDLC, Information Technology, Vendor Management, Leadership, Disaster Recovery, ITIL, Integration, Project Portfolio..., Data Center, Security, IT Operations
Education
Punjab Engineering College
Santa Clara County November 2001 - Present
County of Santa Clara Social Services Agency 2001 - Present
Santa Clara County Social Services Agency 2001 - Present
County of Santa Clara - SSA 2001 - Present
Charles Schwab 1998 - 2001
Bank of America 1993 - 1998
Skills
Business Intelligence, Enterprise Architecture, IT Management, Business Analysis, IT Strategy, Program Management, SDLC, Information Technology, Vendor Management, Leadership, Disaster Recovery, ITIL, Integration, Project Portfolio..., Data Center, Security, IT Operations
Education
Punjab Engineering College
Gina Zagotta's Charles Schwab Experience 2000 - 2000
Job Owner, Caribou Public Relations
Industry Public Relations and Communications
Experience
Caribou Public Relations January 2001 - Present
The Doctors Company September 2006 - May 2007
Wolfe/Doyle January 2005 - November 2006
Gauger & Silva Adversting April 1998 - April 2000
Charles Schwab 2000 - 2000
Shinoff Group 1997 - 1997
Hodge Communications 1995 - 1997
WXRT-FM / WSCR-AM 1992 - 1992
Skills
Public Relations, Media Relations, Strategic Communications, Radio, Corporate Communications, Marketing Strategy, Event Planning, Integrated Marketing, Event Management, Advertising, Social Media, Social Networking, Fundraising, Press Releases, Crisis Management, Marketing Communications, Editing, Social Media Marketing, Copywriting, Internal Communications, Strategic Planning, Digital Marketing, Public Policy, Copy Editing, Online Advertising, Broadcast, Crisis Communications, Brand Awareness, B2B Marketing, Creative Direction, Content Strategy, Corporate Branding, Media Planning, Creative Strategy, Email Marketing, Strategic Partnerships, Direct Marketing, Facebook, Publicity, Brand Development, Community Outreach, Digital Media, Reputation Management
Education
Purdue University 1989 — 1992
Bachelor's degree, Psychology/Communications
Caribou Public Relations January 2001 - Present
The Doctors Company September 2006 - May 2007
Wolfe/Doyle January 2005 - November 2006
Gauger & Silva Adversting April 1998 - April 2000
Charles Schwab 2000 - 2000
Shinoff Group 1997 - 1997
Hodge Communications 1995 - 1997
WXRT-FM / WSCR-AM 1992 - 1992
Skills
Public Relations, Media Relations, Strategic Communications, Radio, Corporate Communications, Marketing Strategy, Event Planning, Integrated Marketing, Event Management, Advertising, Social Media, Social Networking, Fundraising, Press Releases, Crisis Management, Marketing Communications, Editing, Social Media Marketing, Copywriting, Internal Communications, Strategic Planning, Digital Marketing, Public Policy, Copy Editing, Online Advertising, Broadcast, Crisis Communications, Brand Awareness, B2B Marketing, Creative Direction, Content Strategy, Corporate Branding, Media Planning, Creative Strategy, Email Marketing, Strategic Partnerships, Direct Marketing, Facebook, Publicity, Brand Development, Community Outreach, Digital Media, Reputation Management
Education
Purdue University 1989 — 1992
Bachelor's degree, Psychology/Communications
Josh Frazier's Charles Schwab Experience February 2015 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Navdeep Kainth's Charles Schwab Experience May 2000 - October 2000
Job Oracle DBA Manager Exploring new opportunities
Industry Computer Software
Experience
Symantec October 2000 - July 2015
HP 2008 - 2015
Charles Schwab May 2000 - October 2000
Xerox Corporation February 1999 - May 2000
Birlasoft July 1995 - December 1998
Skills
Unix, High Availability, Oracle RAC, Data Warehousing, Oracle, Cloud Computing, Databases, Business Intelligence, Data Modeling, Linux, Integration, Solaris, Requirements Analysis, Informatica, Enterprise Architecture, SDLC, Oracle E-Business Suite, Oracle Applications, Data Center, ERP, AIX
Education
Punjabi University 1992 — 1995
Masters, Computer Science and Applicationsns
Symantec October 2000 - July 2015
HP 2008 - 2015
Charles Schwab May 2000 - October 2000
Xerox Corporation February 1999 - May 2000
Birlasoft July 1995 - December 1998
Skills
Unix, High Availability, Oracle RAC, Data Warehousing, Oracle, Cloud Computing, Databases, Business Intelligence, Data Modeling, Linux, Integration, Solaris, Requirements Analysis, Informatica, Enterprise Architecture, SDLC, Oracle E-Business Suite, Oracle Applications, Data Center, ERP, AIX
Education
Punjabi University 1992 — 1995
Masters, Computer Science and Applicationsns
Martin Lau's Charles Schwab Experience June 2008 - Present
Job Sr Software Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
Dell June 2005 - May 2008
Dell April 2004 - June 2005
Dell June 2000 - April 2004
Skills
Agile Methodologies, Web Services, .NET, C#, Scrum, ASP.NET, Microsoft SQL Server, IIS, SQL, WCF, LINQ, Visual Studio, TFS, Enterprise Architecture, Software Development, SOA
Education
The University of Texas at Austin 2004 — 2007
MS, Software Engineering
Purdue University
BS, Computer Science
Purdue University
BS, Civil Engineering
Charles Schwab June 2008 - Present
Dell June 2005 - May 2008
Dell April 2004 - June 2005
Dell June 2000 - April 2004
Skills
Agile Methodologies, Web Services, .NET, C#, Scrum, ASP.NET, Microsoft SQL Server, IIS, SQL, WCF, LINQ, Visual Studio, TFS, Enterprise Architecture, Software Development, SOA
Education
The University of Texas at Austin 2004 — 2007
MS, Software Engineering
Purdue University
BS, Computer Science
Purdue University
BS, Civil Engineering
J.P. Cain's Charles Schwab Experience July 2010 - August 2013
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
S. Michael Rudolph's Charles Schwab Experience 1989 - 1995
Job CFO at Full Bottle Group, Inc
Industry Investment Management
Experience
Full Bottle Group, Inc April 2014 - Present
Viking Asset Management, LLC 2001 - Present
The Edgehill Group, Inc January 1995 - Present
Delight Me, Inc. April 2013 - Present
Calaborate, Inc. (FKA Atlas) August 2013 - April 2014
Videro, Inc 2011 - 2012
ElectroSource, LLC 2000 - 2003
Charles Schwab 1989 - 1995
Bank of America 1988 - 1989
Wells Fargo 1987 - 1988
Skills
Investment Banking, Corporate Finance, Capital Markets, Wealth Management, Investment Advisory, Investment Management, Business Strategy, Trading, Emerging Markets, Fund Of Funds, Risk Management, Strategic Financial..., Restructuring, Financial Analysis, Asset Allocation, Series 65, Hedge Funds, Strategy, Financial Services, Finance, Financial Planning, Start-ups
Education
Washington University in St. Louis
MBA, FInance/Marketing
Purdue University
Bachelor of Science (BS), Biochemistry
Full Bottle Group, Inc April 2014 - Present
Viking Asset Management, LLC 2001 - Present
The Edgehill Group, Inc January 1995 - Present
Delight Me, Inc. April 2013 - Present
Calaborate, Inc. (FKA Atlas) August 2013 - April 2014
Videro, Inc 2011 - 2012
ElectroSource, LLC 2000 - 2003
Charles Schwab 1989 - 1995
Bank of America 1988 - 1989
Wells Fargo 1987 - 1988
Skills
Investment Banking, Corporate Finance, Capital Markets, Wealth Management, Investment Advisory, Investment Management, Business Strategy, Trading, Emerging Markets, Fund Of Funds, Risk Management, Strategic Financial..., Restructuring, Financial Analysis, Asset Allocation, Series 65, Hedge Funds, Strategy, Financial Services, Finance, Financial Planning, Start-ups
Education
Washington University in St. Louis
MBA, FInance/Marketing
Purdue University
Bachelor of Science (BS), Biochemistry
Geetha prabhu's Charles Schwab Experience October 2011 - March 2015
Job Apps Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2015 - Present
Charles Schwab October 2011 - March 2015
Wells Fargo February 2010 - August 2011
GAP June 1999 - May 2009
Covansys May 1999 - May 2009
American President Lines September 2005 - February 2007
Skills
DB2, CICS, Mainframe, PMP, Agile Methodologies, SDLC, VSAM, COBOL, Global Delivery, Teradata, SQL, Easytrieve, Software Development, SAS
Education
PSG College of Technology 1981 — 1985
Bachelor of Engineering, Electronics and Communications
Wells Fargo April 2015 - Present
Charles Schwab October 2011 - March 2015
Wells Fargo February 2010 - August 2011
GAP June 1999 - May 2009
Covansys May 1999 - May 2009
American President Lines September 2005 - February 2007
Skills
DB2, CICS, Mainframe, PMP, Agile Methodologies, SDLC, VSAM, COBOL, Global Delivery, Teradata, SQL, Easytrieve, Software Development, SAS
Education
PSG College of Technology 1981 — 1985
Bachelor of Engineering, Electronics and Communications
Laura DiFraia's Charles Schwab Experience January 1999 - February 2005
Job Managing Director, Commercial Strategic Initiatives at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation November 2013 - Present
Duke Energy Corporation June 2010 - Present
Wachovia Bank March 2005 - August 2008
Charles Schwab January 1999 - February 2005
Johnson & February 1991 - February 1998
Skills
Contract Negotiation, Product Development, Product Management, Online Marketing, Program Management, Event Management, Budgeting, Brand Development, Business Strategy, Business Planning, International Business, Sales Management, Sales Support, Advertising, Channel Marketing, Lead Generation, Alliance Development, Vendor Management, Joint Ventures, Social Media Marketing, Marketing Communications, Strategic Planning, Innovation, Packaging, Asia Pacific, Russian, Spanish, Energy Efficiency, Medical Devices, Retirement Planning, Budgets, Marketing Strategy, Marketing Management, Management, Market Analysis, Strategy
Education
Queens University of Charlotte 2009 — 2010
CFP, Financial Planning
Thunderbird School of Global Management 1988 — 1989
MBA, Business, FInance, Marketing
Universidad Autónoma de Guadalajara 1988 — 1988
Spanish, Spanish, Mexican History/Culture
Санкт-Петербургский Государственный Университет / Saint Petersburg State University 1981 — 1982
certificate, Russian language and culture
University of Colorado Boulder 1977 — 1981
BA, Economics, International Studies
Duke Energy Corporation November 2013 - Present
Duke Energy Corporation June 2010 - Present
Wachovia Bank March 2005 - August 2008
Charles Schwab January 1999 - February 2005
Johnson & February 1991 - February 1998
Skills
Contract Negotiation, Product Development, Product Management, Online Marketing, Program Management, Event Management, Budgeting, Brand Development, Business Strategy, Business Planning, International Business, Sales Management, Sales Support, Advertising, Channel Marketing, Lead Generation, Alliance Development, Vendor Management, Joint Ventures, Social Media Marketing, Marketing Communications, Strategic Planning, Innovation, Packaging, Asia Pacific, Russian, Spanish, Energy Efficiency, Medical Devices, Retirement Planning, Budgets, Marketing Strategy, Marketing Management, Management, Market Analysis, Strategy
Education
Queens University of Charlotte 2009 — 2010
CFP, Financial Planning
Thunderbird School of Global Management 1988 — 1989
MBA, Business, FInance, Marketing
Universidad Autónoma de Guadalajara 1988 — 1988
Spanish, Spanish, Mexican History/Culture
Санкт-Петербургский Государственный Университет / Saint Petersburg State University 1981 — 1982
certificate, Russian language and culture
University of Colorado Boulder 1977 — 1981
BA, Economics, International Studies
Darren Koch CFP®'s Charles Schwab Experience October 1998 - January 2004
Job Financial Planner: Steigerwald, Gordon & Koch Inc.
Industry Financial Services
Experience
Steigerwald, Gordon & Koch Inc. January 2004 - Present
Charles Schwab October 1998 - January 2004
JPA Financial Advisors 1994 - 1998
American Express Financial Advisors 1992 - 1994
Education
Radford University - College of Business and Economics
Steigerwald, Gordon & Koch Inc. January 2004 - Present
Charles Schwab October 1998 - January 2004
JPA Financial Advisors 1994 - 1998
American Express Financial Advisors 1992 - 1994
Education
Radford University - College of Business and Economics
Jeffrey Wogel's Charles Schwab Experience April 1996 - Present
Job V.P.Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1996 - Present
Skills
Investments, Banking, Portfolio Management, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Financial Planning, Securities, Asset Allocation, Relationship Management, Series 63, Investment Advisory, Financial Advisory
Education
Ramapo College of New Jersey 1987 — 1990
Bachelor of Science (BS), Finance
Charles Schwab April 1996 - Present
Skills
Investments, Banking, Portfolio Management, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Financial Planning, Securities, Asset Allocation, Relationship Management, Series 63, Investment Advisory, Financial Advisory
Education
Ramapo College of New Jersey 1987 — 1990
Bachelor of Science (BS), Finance
Philip Matouk's Charles Schwab Experience June 2010 - October 2010
Job Director, Business Development at GoSCM
Industry Logistics and Supply Chain
Experience
GoSCM September 2015 - Present
Spinnaker Management Group April 2014 - August 2015
enVista January 2014 - April 2014
ProTrans International October 2011 - December 2013
Royal United Mortgage September 2011 - October 2011
h.h. gregg August 2011 - September 2011
International Paper May 2011 - July 2011
Sallie Mae February 2011 - April 2011
Charles Schwab June 2010 - October 2010
Parsons Brinckerhoff November 2009 - January 2010
Skills
Logistics, Transportation, Sales Operations, Negotiation, Account Management, 3PL, Sales, Customer Service, New Business Development, Marketing, Automotive, Spanish, Warehousing, Transportation..., Bilingual-Spanish, Inventory Management, Purchasing, Pricing, Budgets, Sales Management, Spanish-speaking, Latin American Business, Plastics Industry, Freight Brokerage, South America, Central America, Caribbean, Program Management, Consumer Electronics, Translation, Vendor Management, engineering pl, nego, Logistics Management, International Logistics, International Sales, International Business, Trucking, Customs Brokerage, Reverse Logistics, Returns Management, international busines, Expediting, Truckload, Bilingual-English/Spanis..., Bilingual Proficiency, Bilingual, auto, Automotive Products, Automotive Parts
Education
Purdue University 1989 — 1994
B.A., Spanish/Communication
GoSCM September 2015 - Present
Spinnaker Management Group April 2014 - August 2015
enVista January 2014 - April 2014
ProTrans International October 2011 - December 2013
Royal United Mortgage September 2011 - October 2011
h.h. gregg August 2011 - September 2011
International Paper May 2011 - July 2011
Sallie Mae February 2011 - April 2011
Charles Schwab June 2010 - October 2010
Parsons Brinckerhoff November 2009 - January 2010
Skills
Logistics, Transportation, Sales Operations, Negotiation, Account Management, 3PL, Sales, Customer Service, New Business Development, Marketing, Automotive, Spanish, Warehousing, Transportation..., Bilingual-Spanish, Inventory Management, Purchasing, Pricing, Budgets, Sales Management, Spanish-speaking, Latin American Business, Plastics Industry, Freight Brokerage, South America, Central America, Caribbean, Program Management, Consumer Electronics, Translation, Vendor Management, engineering pl, nego, Logistics Management, International Logistics, International Sales, International Business, Trucking, Customs Brokerage, Reverse Logistics, Returns Management, international busines, Expediting, Truckload, Bilingual-English/Spanis..., Bilingual Proficiency, Bilingual, auto, Automotive Products, Automotive Parts
Education
Purdue University 1989 — 1994
B.A., Spanish/Communication
Kyle Goad's Charles Schwab Experience June 2002 - August 2003
Job Risk Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
OM Securities, LLC dba OptionsHouse November 2007 - July 2015
E*TRADE Financial April 2005 - November 2007
Scottrade August 2003 - April 2005
Charles Schwab June 2002 - August 2003
Charles Schwab May 2000 - June 2002
Skills
Series 7, Series 4, Series 24, Series 55, Series 63, Operations Management, Options, Risk Management, Trading, Electronic Trading, Securities, Retail Brokerage, Stock Trading, Financial Markets, FINRA, Regulatory Reporting, Back Office, Futures, Mutual Funds, Customer Relations, General Securities..., Equities, Trading Systems, Brokerage, Customer Service, Equity Trading, Block Trading, Broker-Dealer Operations, Trading Operations, Best Execution, Order Routing, Start-ups, Financial Services, ETFs, Stocks, Capital Markets, Prime Brokerage, Market Data, Equity Derivatives, Options Strategies, Commodity, Financial Risk, Bonds, Finance, Middle Office, Spread Trading, FX Options, Portfolio Management, Settlement, Bloomberg
Education
Purdue University 1995 — 1999
E*TRADE Financial Corporation July 2015 - Present
OM Securities, LLC dba OptionsHouse November 2007 - July 2015
E*TRADE Financial April 2005 - November 2007
Scottrade August 2003 - April 2005
Charles Schwab June 2002 - August 2003
Charles Schwab May 2000 - June 2002
Skills
Series 7, Series 4, Series 24, Series 55, Series 63, Operations Management, Options, Risk Management, Trading, Electronic Trading, Securities, Retail Brokerage, Stock Trading, Financial Markets, FINRA, Regulatory Reporting, Back Office, Futures, Mutual Funds, Customer Relations, General Securities..., Equities, Trading Systems, Brokerage, Customer Service, Equity Trading, Block Trading, Broker-Dealer Operations, Trading Operations, Best Execution, Order Routing, Start-ups, Financial Services, ETFs, Stocks, Capital Markets, Prime Brokerage, Market Data, Equity Derivatives, Options Strategies, Commodity, Financial Risk, Bonds, Finance, Middle Office, Spread Trading, FX Options, Portfolio Management, Settlement, Bloomberg
Education
Purdue University 1995 — 1999
Allen Turner's Charles Schwab Experience March 2007 - September 2012
Job Java Software Engineer (Consultant) at Jeppesen (a division of Boeing)
Industry Hospital & Health Care
Experience
Jeppesen (a division of Boeing) August 2014 - Present
StoneRiver, Inc. June 2014 - September 2014
Absio January 2014 - May 2014
Policy Studies September 2012 - December 2013
Charles Schwab March 2007 - September 2012
Great-West Life 2005 - 2007
IHS 2000 - 2004
Evolving Systems 1998 - 2000
City and County of Denver 1995 - 1998
Skills
Tomcat, Ant, Spring, Java, Java Enterprise Edition, Weblogic, JSP, J2EE, Unix, AJAX, Shell Scripting, JMS, Struts, Servlets, Hibernate, SQL, Web Services, HTML, MongoDB, Oracle, MySQL, JPA, OSB, jQuery, PostgreSQL, JBoss Application Server, Telecommunications, JDBC, JUnit, EJB, XML, JBoss, Linux, Websphere, JavaScript, Eclipse, Solaris, PL/SQL, Unix Shell Scripting, jQuery UI, Android Development, C++, Spanish-speaking, SOAP, Software Engineering, UML, Design Patterns, GWT, REST, SOA
Education
Regis University 1999 — 2001
BS, Computer Science
Tampa Tech. 1988 — 1991
BS, Electrical
Jeppesen (a division of Boeing) August 2014 - Present
StoneRiver, Inc. June 2014 - September 2014
Absio January 2014 - May 2014
Policy Studies September 2012 - December 2013
Charles Schwab March 2007 - September 2012
Great-West Life 2005 - 2007
IHS 2000 - 2004
Evolving Systems 1998 - 2000
City and County of Denver 1995 - 1998
Skills
Tomcat, Ant, Spring, Java, Java Enterprise Edition, Weblogic, JSP, J2EE, Unix, AJAX, Shell Scripting, JMS, Struts, Servlets, Hibernate, SQL, Web Services, HTML, MongoDB, Oracle, MySQL, JPA, OSB, jQuery, PostgreSQL, JBoss Application Server, Telecommunications, JDBC, JUnit, EJB, XML, JBoss, Linux, Websphere, JavaScript, Eclipse, Solaris, PL/SQL, Unix Shell Scripting, jQuery UI, Android Development, C++, Spanish-speaking, SOAP, Software Engineering, UML, Design Patterns, GWT, REST, SOA
Education
Regis University 1999 — 2001
BS, Computer Science
Tampa Tech. 1988 — 1991
BS, Electrical
Rebecca S. Barfknecht's Charles Schwab Experience March 1997 - July 2008
Job President, Board of Directors at IWF Northern California
Industry Information Technology and Services
Experience
IWF Northern California January 2014 - Present
Russell Investments April 2010 - October 2011
Intuit July 2008 - September 2009
Charles Schwab March 1997 - July 2008
Pacific Bell August 1980 - March 1997
Skills
Leadership, ITIL, Information Technology, Vendor Management, Infrastructure, Program Management, Integration, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Process Improvement, Cross-functional Team..., SaaS, Disaster Recovery
Education
Purdue University 1975 — 1979
BS
IWF Northern California January 2014 - Present
Russell Investments April 2010 - October 2011
Intuit July 2008 - September 2009
Charles Schwab March 1997 - July 2008
Pacific Bell August 1980 - March 1997
Skills
Leadership, ITIL, Information Technology, Vendor Management, Infrastructure, Program Management, Integration, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Process Improvement, Cross-functional Team..., SaaS, Disaster Recovery
Education
Purdue University 1975 — 1979
BS
Kacy Keene's Charles Schwab Experience SEIBM1976 - 1990
Job Sr. Staff Tech Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab SEIBM1976 - 1990
Education
Purdue University 1959 — 1963
BS, PreMed
Charles Schwab SEIBM1976 - 1990
Education
Purdue University 1959 — 1963
BS, PreMed
Tom Stickel's Charles Schwab Experience August 2010 - August 2011
Job IT Consultant at Statera
Industry Information Technology and Services
Experience
Statera March 2014 - Present
Bank of America July 2013 - March 2014
Intel Corporation January 2013 - July 2013
Honeywell Aerospace August 2012 - January 2013
Lovelace Respiratory Research Institute March 2012 - August 2012
The TriZetto Group August 2011 - March 2012
Charles Schwab August 2010 - August 2011
SunTrust Mortgage December 2009 - August 2010
Perrin Quarles Associates July 2006 - December 2009
Northrop Grumman Information Systems May 2005 - July 2006
Skills
ASP.NET MVC, WCF, .NET, ASP.NET, C#, Microsoft SQL Server, LINQ, OOP, Entity Framework, AJAX, Oracle, jQuery, SQL, TFS, Databases, Web Services, Unit Testing, XML, JavaScript, WinForms, ASP.NET AJAX, CSS, MySQL, Web Development, HTML 5, Design Patterns, VSTO, IoC, E-commerce, HTML, Internet, Microsoft Office, Contract Negotiation, SQL Server, Troubleshooting, VMware, HTML5, HTML + CSS, XSLT, Stored Procedures, ReSharper, DevExpress, DevOps
Education
Purdue University 1994 — 1998
B.S., Information Systems
Statera March 2014 - Present
Bank of America July 2013 - March 2014
Intel Corporation January 2013 - July 2013
Honeywell Aerospace August 2012 - January 2013
Lovelace Respiratory Research Institute March 2012 - August 2012
The TriZetto Group August 2011 - March 2012
Charles Schwab August 2010 - August 2011
SunTrust Mortgage December 2009 - August 2010
Perrin Quarles Associates July 2006 - December 2009
Northrop Grumman Information Systems May 2005 - July 2006
Skills
ASP.NET MVC, WCF, .NET, ASP.NET, C#, Microsoft SQL Server, LINQ, OOP, Entity Framework, AJAX, Oracle, jQuery, SQL, TFS, Databases, Web Services, Unit Testing, XML, JavaScript, WinForms, ASP.NET AJAX, CSS, MySQL, Web Development, HTML 5, Design Patterns, VSTO, IoC, E-commerce, HTML, Internet, Microsoft Office, Contract Negotiation, SQL Server, Troubleshooting, VMware, HTML5, HTML + CSS, XSLT, Stored Procedures, ReSharper, DevExpress, DevOps
Education
Purdue University 1994 — 1998
B.S., Information Systems
Jordan Kelly Banas's Charles Schwab Experience 2000 - 2001
Job Lead Marketing Manager, Uverse Churn Analytics, Home Solutions at AT&T
Industry Telecommunications
Experience
AT&T October 2014 - Present
AT&T June 2003 - Present
AT&T July 2013 - October 2014
AT&T February 2011 - July 2013
AT&T November 2008 - February 2011
AT&T August 2007 - November 2008
AT&T 2005 - 2007
AT&T June 2003 - December 2005
Charles Schwab 2000 - 2001
Kohl's Department Stores 1999 - 1999
Skills
Loyalty Programs, Customer Retention, Churn, Customer Experience, Product Marketing, Competitive Analysis, Analytics, Competitive Intelligence, Vendor Management, Marketing, Telecommunications, Project Management, Cross-functional Team..., Call Centers, Strategic Partnerships, Pay TV, Project Planning, Strategy, Forecasting, Segmentation, CRM, Sales Operations, Go-to-market Strategy, Product Management, Wireless, Management, Marketing Strategy, Team Leadership, Leadership
Education
Purdue University
MS, Management: Marketing, Strategy, HR
Purdue University - Krannert School of Management
MBA, Marketing, Strategy, Ecommerce
AT&T October 2014 - Present
AT&T June 2003 - Present
AT&T July 2013 - October 2014
AT&T February 2011 - July 2013
AT&T November 2008 - February 2011
AT&T August 2007 - November 2008
AT&T 2005 - 2007
AT&T June 2003 - December 2005
Charles Schwab 2000 - 2001
Kohl's Department Stores 1999 - 1999
Skills
Loyalty Programs, Customer Retention, Churn, Customer Experience, Product Marketing, Competitive Analysis, Analytics, Competitive Intelligence, Vendor Management, Marketing, Telecommunications, Project Management, Cross-functional Team..., Call Centers, Strategic Partnerships, Pay TV, Project Planning, Strategy, Forecasting, Segmentation, CRM, Sales Operations, Go-to-market Strategy, Product Management, Wireless, Management, Marketing Strategy, Team Leadership, Leadership
Education
Purdue University
MS, Management: Marketing, Strategy, HR
Purdue University - Krannert School of Management
MBA, Marketing, Strategy, Ecommerce
Brad Farrar's Charles Schwab Experience February 2007 - April 2010
Job Hyperion Systems Administrator at Calumet Specialty Products Partners, L.P.
Industry Financial Services
Experience
Calumet Specialty Products Partners, L.P. July 2015 - Present
Stanley Black & Decker, Inc. October 2014 - July 2015
Stanley Black & Decker, Inc. November 2013 - October 2014
Stanley Black & Decker , Inc. May 2010 - November 2013
Charles Schwab February 2007 - April 2010
Marion County Superior Courts May 2004 - February 2007
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Cost Accounting, Internal Controls, Essbase, Hyperion Enterprise, Forecasting, Project Planning, Finance, Process Improvement, Variance Analysis, Sarbanes-Oxley Act, Hyperion, Strategic Planning
Education
Purdue University
Calumet Specialty Products Partners, L.P. July 2015 - Present
Stanley Black & Decker, Inc. October 2014 - July 2015
Stanley Black & Decker, Inc. November 2013 - October 2014
Stanley Black & Decker , Inc. May 2010 - November 2013
Charles Schwab February 2007 - April 2010
Marion County Superior Courts May 2004 - February 2007
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Financial Modeling, Cost Accounting, Internal Controls, Essbase, Hyperion Enterprise, Forecasting, Project Planning, Finance, Process Improvement, Variance Analysis, Sarbanes-Oxley Act, Hyperion, Strategic Planning
Education
Purdue University
Maddy Davies's Charles Schwab Experience December 1993 - April 2008
Job President at MHD Consulting, Inc.
Industry Financial Services
Experience
MHD Consulting, Inc. May 2003 - Present
Charles Schwab December 1993 - April 2008
Visa June 2005 - January 2007
American Express October 1969 - November 1994
Education
University of Miami 1978 — 1980
Completed Coursework, Executive MBA
Queens College
B.A., German / French Literature
MHD Consulting, Inc. May 2003 - Present
Charles Schwab December 1993 - April 2008
Visa June 2005 - January 2007
American Express October 1969 - November 1994
Education
University of Miami 1978 — 1980
Completed Coursework, Executive MBA
Queens College
B.A., German / French Literature
David Kessell's Charles Schwab Experience October 2004 - February 2009
Job Director of Availability at Blue Shield of California
Industry Financial Services
Experience
Blue Shield of California September 2010 - December 2013
Blue Shield of California May 2009 - September 2010
Charles Schwab October 2004 - February 2009
Charles Schwab January 1997 - October 2004
Charles Schwab October 1995 - November 1996
Bellcore January 1984 - February 1996
Pacific Bell January 1992 - February 1995
Bell Labs June 1968 - December 1983
Skills
Business Continuity, Disaster Recovery, Governance, Contingency Planning, Information Technology, Availability, Pandemic Planning, Reliability, IT Risk Management, Business Continuity..., Risk Management, Vendor Management, Information Security, Project Management, Capacity Planning, IT Management, Management, Data Center, Visio, Enterprise Risk..., Program Management, ITIL, IT Strategy
Education
Purdue University 1969 — 1972
PhD, MSEE, Electrical Engineering
University of Missouri-Columbia 1964 — 1968
BSEE, Electrical Engineering
Blue Shield of California September 2010 - December 2013
Blue Shield of California May 2009 - September 2010
Charles Schwab October 2004 - February 2009
Charles Schwab January 1997 - October 2004
Charles Schwab October 1995 - November 1996
Bellcore January 1984 - February 1996
Pacific Bell January 1992 - February 1995
Bell Labs June 1968 - December 1983
Skills
Business Continuity, Disaster Recovery, Governance, Contingency Planning, Information Technology, Availability, Pandemic Planning, Reliability, IT Risk Management, Business Continuity..., Risk Management, Vendor Management, Information Security, Project Management, Capacity Planning, IT Management, Management, Data Center, Visio, Enterprise Risk..., Program Management, ITIL, IT Strategy
Education
Purdue University 1969 — 1972
PhD, MSEE, Electrical Engineering
University of Missouri-Columbia 1964 — 1968
BSEE, Electrical Engineering
Andy Fray's Charles Schwab Experience January 2008 - Present
Job HR Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Eli Lilly September 2000 - January 2008
ARAMARK September 1997 - August 2000
Hyatt Hotels 1989 - 1997
Skills
Employee Relations, HR Strategy, EEO, Affirmative Action, Coaching, Change Leadership, Succession Planning, Organizational..., Talent Management, Talent Development, Employee Engagement, Compensation
Education
Purdue University 1984 — 1988
BS, Management
Charles Schwab January 2008 - Present
Eli Lilly September 2000 - January 2008
ARAMARK September 1997 - August 2000
Hyatt Hotels 1989 - 1997
Skills
Employee Relations, HR Strategy, EEO, Affirmative Action, Coaching, Change Leadership, Succession Planning, Organizational..., Talent Management, Talent Development, Employee Engagement, Compensation
Education
Purdue University 1984 — 1988
BS, Management
Rajaram Seth's Charles Schwab Experience November 2003 - August 2005
Job Python Consultant at Synopsys Inc
Industry Information Technology and Services
Experience
Synopsys Inc August 2015 - Present
Robert Half October 2013 - November 2014
Agilent Technologies March 2013 - September 2013
UC Berkeley April 2009 - February 2013
Coherent December 2005 - February 2009
Charles Schwab November 2003 - August 2005
Brio Software January 1998 - June 2003
Education
PSG College of Technology
Master of Science (M.Sc.), Applied Mathematics
Synopsys Inc August 2015 - Present
Robert Half October 2013 - November 2014
Agilent Technologies March 2013 - September 2013
UC Berkeley April 2009 - February 2013
Coherent December 2005 - February 2009
Charles Schwab November 2003 - August 2005
Brio Software January 1998 - June 2003
Education
PSG College of Technology
Master of Science (M.Sc.), Applied Mathematics
Alan Jung's Charles Schwab Experience November 1992 - Present
Job Senior Technical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1992 - Present
Education
Purdue University 1971 — 1976
Environment Sceince
Charles Schwab November 1992 - Present
Education
Purdue University 1971 — 1976
Environment Sceince
Eugene O'Bryan's Charles Schwab Experience 1998 - Present
Job Managing Director, IT at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1998 - Present
NDC Health Information Services (formerly Source Informatics) 1995 - 1997
Arcus Data Staffing 1995 - 1996
American Express 1988 - 1995
Cummins Engine Company 1976 - 1988
IUPUI (Indiana University - Purdue University at Indianapolis) 1982 - 1982
Purdue University 1974 - 1976
Skills
Disaster Recovery, System Administration, Databases, Security, IT Strategy, Enterprise Architecture, MVS, Servers, Data Center, Unix, Vendor Management, DB2, Operating Systems, CICS, ITIL, Management, Business Analysis
Education
Purdue University 1974 — 1976
M.S., Mathematics
Purdue University 1971 — 1974
B.S., Mathematics
Charles Schwab 1998 - Present
NDC Health Information Services (formerly Source Informatics) 1995 - 1997
Arcus Data Staffing 1995 - 1996
American Express 1988 - 1995
Cummins Engine Company 1976 - 1988
IUPUI (Indiana University - Purdue University at Indianapolis) 1982 - 1982
Purdue University 1974 - 1976
Skills
Disaster Recovery, System Administration, Databases, Security, IT Strategy, Enterprise Architecture, MVS, Servers, Data Center, Unix, Vendor Management, DB2, Operating Systems, CICS, ITIL, Management, Business Analysis
Education
Purdue University 1974 — 1976
M.S., Mathematics
Purdue University 1971 — 1974
B.S., Mathematics
Matt Spangle's Charles Schwab Experience July 2007 - December 2010
Job Charles River Development
Industry Computer & Network Security
Experience
Charles River Development November 2014 - Present
Apparatus March 2014 - November 2014
IUPUI January 2011 - March 2014
Charles Schwab July 2007 - December 2010
Charles Schwab July 2007 - December 2010
Purdue Memorial Union September 2005 - July 2007
Marina on Orland Rd May 2001 - August 2006
Skills
Charles River IMS, Customer Service, Data Analysis, Teamwork, Network Security, Problem Solving, Databases, Microsoft SQL Server, Finance, Active Directory, Computer Hardware, Analysis, Accounting, Microsoft Exchange, Project Management, Windows Server, Desktop Application..., Help Desk Support, Call Centers, Customer Experience, Computer Security, Computer Repair, Group Policy, VPN, Analytics, Business Analysis, Mac OS, Lync, Remote Administration, Windows, Information Security, Operating Systems, Hardware, Technical Support, Troubleshooting, Windows XP, Computer Building, Management, Microsoft Office, Computer Maintenance
Education
Purdue University 2002 — 2007
Bachelor, Statistics
Charles River Development November 2014 - Present
Apparatus March 2014 - November 2014
IUPUI January 2011 - March 2014
Charles Schwab July 2007 - December 2010
Charles Schwab July 2007 - December 2010
Purdue Memorial Union September 2005 - July 2007
Marina on Orland Rd May 2001 - August 2006
Skills
Charles River IMS, Customer Service, Data Analysis, Teamwork, Network Security, Problem Solving, Databases, Microsoft SQL Server, Finance, Active Directory, Computer Hardware, Analysis, Accounting, Microsoft Exchange, Project Management, Windows Server, Desktop Application..., Help Desk Support, Call Centers, Customer Experience, Computer Security, Computer Repair, Group Policy, VPN, Analytics, Business Analysis, Mac OS, Lync, Remote Administration, Windows, Information Security, Operating Systems, Hardware, Technical Support, Troubleshooting, Windows XP, Computer Building, Management, Microsoft Office, Computer Maintenance
Education
Purdue University 2002 — 2007
Bachelor, Statistics
Christy Pletcher's Charles Schwab Experience July 1997 - August 2014
Job Director Corporate Learning
Industry Hospital & Health Care
Experience
UnitedHealth Group August 2014 - Present
Charles Schwab July 1997 - August 2014
Skills
Needs Analysis, Learning Management, Blended Learning, Instructional Design, Captivate, ADDIE, Training Delivery, Instructor-led Training, Talent Management, Leadership Development, E-Learning, Performance Consulting, Learning Management..., Performance Improvement, Employee Training, Managing the Learning..., Adult Learning..., Learning Analytics, Team Building, Team Leadership, Leadership, Training, Program Management, Cross-functional Team..., Management, Strategic Partnerships, Strategic Planning
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Retail Management
University of Colorado at Denver
instructional technology
UnitedHealth Group August 2014 - Present
Charles Schwab July 1997 - August 2014
Skills
Needs Analysis, Learning Management, Blended Learning, Instructional Design, Captivate, ADDIE, Training Delivery, Instructor-led Training, Talent Management, Leadership Development, E-Learning, Performance Consulting, Learning Management..., Performance Improvement, Employee Training, Managing the Learning..., Adult Learning..., Learning Analytics, Team Building, Team Leadership, Leadership, Training, Program Management, Cross-functional Team..., Management, Strategic Partnerships, Strategic Planning
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Retail Management
University of Colorado at Denver
instructional technology
Jenny Au's Charles Schwab Experience April 2007 - October 2007
Job Experienced User Interface and Interaction Designer, Web Designer and Developer, Creative Designer
Industry Computer Software
Experience
Conversant (formerly Mediaplex) August 2011 - Present
Jenny Au 1995 - Present
Resource Media March 2011 - August 2011
Mindjet October 2007 - February 2011
Charles Schwab April 2007 - October 2007
Hanover Direct 1998 - 2006
Client Server Connection, CSCL 1997 - 1998
Futura Publishing Company 1995 - 1997
Skills
User Experience, E-commerce, SEO, CSS, HTML, WordPress, Web Design, HTML 5, jQuery, MailChimp, Email Marketing, Dreamweaver, User Interface Design, Web Development, Google API, JavaScript, Salesforce.com, Web Application Design, Creative Direction, User Interface, Flash, jQuery UI, Marketo, Photoshop, SharePoint, Usability, Google Analytics, SEM, Graphic Design, Digital Media, Web Analytics, MySQL, Adobe Creative Suite, CSS3, Facebook API, Adobe Edge, HTML5, Illustrator, InDesign, Visual Studio, ASP.NET, Digital Strategy, Logo Design, Website Development, Interaction Design, Cross-browser..., User-centered Design, Front-end, Mobile Design, Test automation
Education
Purchase College, SUNY 1993 — 1995
BA magna cum laude, Visual Arts
Ying Wa Girls' School 1984 — 1989
Conversant (formerly Mediaplex) August 2011 - Present
Jenny Au 1995 - Present
Resource Media March 2011 - August 2011
Mindjet October 2007 - February 2011
Charles Schwab April 2007 - October 2007
Hanover Direct 1998 - 2006
Client Server Connection, CSCL 1997 - 1998
Futura Publishing Company 1995 - 1997
Skills
User Experience, E-commerce, SEO, CSS, HTML, WordPress, Web Design, HTML 5, jQuery, MailChimp, Email Marketing, Dreamweaver, User Interface Design, Web Development, Google API, JavaScript, Salesforce.com, Web Application Design, Creative Direction, User Interface, Flash, jQuery UI, Marketo, Photoshop, SharePoint, Usability, Google Analytics, SEM, Graphic Design, Digital Media, Web Analytics, MySQL, Adobe Creative Suite, CSS3, Facebook API, Adobe Edge, HTML5, Illustrator, InDesign, Visual Studio, ASP.NET, Digital Strategy, Logo Design, Website Development, Interaction Design, Cross-browser..., User-centered Design, Front-end, Mobile Design, Test automation
Education
Purchase College, SUNY 1993 — 1995
BA magna cum laude, Visual Arts
Ying Wa Girls' School 1984 — 1989
Darren Koch, CFP®'s Charles Schwab Experience 1998 - December 2004
Job at Steigerwald, Gordon & Koch Inc.
Industry Financial Services
Experience
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Steigerwald, Gordon & Koch Inc. January 2005 - Present
Charles Schwab 1998 - December 2004
J.P. Atkinson & Associates January 1995 - December 1998
Fortis Investments January 1994 - December 1994
American Express Financial Advisors April 1993 - December 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Asset Management, Mortgage Banking, Residential Mortgages, Retirement, Financial Advisory, Finance, Financial Planning, Strategic Planning
Education
Radford University 1988 — 1992
BBA, Marketing
James madison HS 1984 — 1988
Kristen Derosier's Charles Schwab Experience May 2011 - Present
Job Finance and Operations Manager
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Timothy Harker's Charles Schwab Experience October 2012 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
PNC Investments November 2011 - October 2012
CIG Corp. October 2010 - November 2011
Credit Union ONE July 2009 - July 2010
Harris Bank October 2008 - May 2009
Self-Employed August 2000 - October 2008
JP Morgan Chase November 2005 - September 2008
Century 21 March 2003 - August 2005
Circuit City August 1999 - November 2002
AT&T May 2002 - August 2002
Education
Wayne State University 2009 — 2010
MBA, Finance and ISM
Purdue University - Krannert School of Management 2002 — 2005
BS, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2002
Charles Schwab October 2012 - Present
PNC Investments November 2011 - October 2012
CIG Corp. October 2010 - November 2011
Credit Union ONE July 2009 - July 2010
Harris Bank October 2008 - May 2009
Self-Employed August 2000 - October 2008
JP Morgan Chase November 2005 - September 2008
Century 21 March 2003 - August 2005
Circuit City August 1999 - November 2002
AT&T May 2002 - August 2002
Education
Wayne State University 2009 — 2010
MBA, Finance and ISM
Purdue University - Krannert School of Management 2002 — 2005
BS, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2002
Jared Bloehs's Charles Schwab Experience August 1999 - June 2001
Job Territory Manager at Nobel Biocare
Industry Medical Devices
Experience
Nobel Biocare January 2008 - Present
Gexpro May 2005 - January 2008
Charles Schwab August 1999 - June 2001
Education
Purdue University 2000 — 2004
B.S., Business Management
Noblesville High School 1996 — 2002
Nobel Biocare January 2008 - Present
Gexpro May 2005 - January 2008
Charles Schwab August 1999 - June 2001
Education
Purdue University 2000 — 2004
B.S., Business Management
Noblesville High School 1996 — 2002
Roman Wooton's Charles Schwab Experience
Job Resolution Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Series 7, Series 63, Series 9, Series 10, HVAC, CAMT
Education
Purdue University
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Charles Schwab
Skills
Series 7, Series 63, Series 9, Series 10, HVAC, CAMT
Education
Purdue University
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Lynda Peretz's Charles Schwab Experience October 1999 - June 2005
Job Lynda's TutoringLearn to Read, Write and Comprehend
Industry Education Management
Experience
Banner University Administrative Assistant in Health Management September 2015 - Present
Lynda's Tutoring September 1980 - Present
Phoenix Elementary School District # 1 December 2012 - June 2014
JAG March 2012 - June 2013
Waddell & Reed August 2011 - March 2012
Maricopa County Attorney's Office January 2010 - August 2011
Boston Scientific August 2008 - February 2009
American Funds/Capital Funds April 2007 - August 2008
Allied Waste/Republic Waste Management August 2007 - May 2008
Charles Schwab October 1999 - June 2005
Skills
Literacy, Language Arts, Classroom Management, Elementary Education, Classroom Instruction, All Microsoft Skill Set, Extaordinary Baker, Staff Development, Fundraising, Instructional Design, Public Speaking, Classroom, Leadership, Microsoft Office, Event Planning, Microsoft Word, Curriculum Design
Education
St. John's University 1979 — 1981
Masters, Reading Specialization
Queens College
Bachelors, Elementary Education
Banner University Administrative Assistant in Health Management September 2015 - Present
Lynda's Tutoring September 1980 - Present
Phoenix Elementary School District # 1 December 2012 - June 2014
JAG March 2012 - June 2013
Waddell & Reed August 2011 - March 2012
Maricopa County Attorney's Office January 2010 - August 2011
Boston Scientific August 2008 - February 2009
American Funds/Capital Funds April 2007 - August 2008
Allied Waste/Republic Waste Management August 2007 - May 2008
Charles Schwab October 1999 - June 2005
Skills
Literacy, Language Arts, Classroom Management, Elementary Education, Classroom Instruction, All Microsoft Skill Set, Extaordinary Baker, Staff Development, Fundraising, Instructional Design, Public Speaking, Classroom, Leadership, Microsoft Office, Event Planning, Microsoft Word, Curriculum Design
Education
St. John's University 1979 — 1981
Masters, Reading Specialization
Queens College
Bachelors, Elementary Education
Darin McDermott's Charles Schwab Experience October 1998 - September 1999
Job Managing Director of Floor Operations at Amerivest Partners
Industry Financial Services
Experience
Amerivest Partners September 1999 - Present
Charles Schwab October 1998 - September 1999
Prudential Financial June 1997 - October 1998
Skills
Options, Trading, Series 7, Equities, Securities, ETFs, Investments, Series 63, New Business Development, Risk Management, Portfolio Management, Alternative Investments, Operations Management, Derivatives, Trading Systems
Education
Ramapo College of NJ 1992 — 1996
Bachelor Of Science or "BS", History
Glen Rock, N.J. High School 1987 — 1991
Amerivest Partners September 1999 - Present
Charles Schwab October 1998 - September 1999
Prudential Financial June 1997 - October 1998
Skills
Options, Trading, Series 7, Equities, Securities, ETFs, Investments, Series 63, New Business Development, Risk Management, Portfolio Management, Alternative Investments, Operations Management, Derivatives, Trading Systems
Education
Ramapo College of NJ 1992 — 1996
Bachelor Of Science or "BS", History
Glen Rock, N.J. High School 1987 — 1991
Erica Brotherton's Charles Schwab Experience 1998 - 2003
Job Attended Purdue University
Industry Financial Services
Experience
Wells Fargo 2007 - 2008
Charles Schwab 1998 - 2003
Skills
Customer Service, Investments, Banking
Education
Purdue University 1993 — 1998
Bachelor's degree, Financial Planning and Services
Wells Fargo 2007 - 2008
Charles Schwab 1998 - 2003
Skills
Customer Service, Investments, Banking
Education
Purdue University 1993 — 1998
Bachelor's degree, Financial Planning and Services
Jane McKeever's Charles Schwab Experience 1999 - 2002
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo OwnerHighway Cafe, Murphys, CA2003 - 2011
Charles Schwab 1999 - 2002
Skills
Relationship Management
Education
Radford University
Bachelor's degree, Journalism & Sociology
Roanoke Catholic High School
Wells Fargo OwnerHighway Cafe, Murphys, CA2003 - 2011
Charles Schwab 1999 - 2002
Skills
Relationship Management
Education
Radford University
Bachelor's degree, Journalism & Sociology
Roanoke Catholic High School
Michael R. Hawkins Jr.'s Charles Schwab Experience October 2014 - Present
Job Derivatives Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab June 2011 - October 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Economics, Macroeconomics, Finance, Stock Trading, Financial Analysis, Financial Modeling, Options Strategies, Equity Derivatives, Series 7, Series 63, Series 9, Series 10, Data Analysis, Creative Problem Solving, Technical Analysis, Investments, Portfolio Management, Financial Services
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Economics
Charles Schwab October 2014 - Present
Charles Schwab June 2011 - October 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Economics, Macroeconomics, Finance, Stock Trading, Financial Analysis, Financial Modeling, Options Strategies, Equity Derivatives, Series 7, Series 63, Series 9, Series 10, Data Analysis, Creative Problem Solving, Technical Analysis, Investments, Portfolio Management, Financial Services
Education
Purdue University 2007 — 2011
Bachelor of Science (B.S.), Economics
Patrick Sweet's Charles Schwab Experience August 1997 - August 2005
Job Teacher at Chesterfield County Public Schools
Industry
Experience
Chesterfield County Public Schools August 2007 - Present
Charles Schwab August 1997 - August 2005
Skills
Microsoft Excel, Windows, Outlook, Team Building, PowerPoint, Public Speaking
Education
Randolph-Macon College 1986 — 1990
Bachelor's degree, Political Science and Government
Chesterfield County Public Schools August 2007 - Present
Charles Schwab August 1997 - August 2005
Skills
Microsoft Excel, Windows, Outlook, Team Building, PowerPoint, Public Speaking
Education
Randolph-Macon College 1986 — 1990
Bachelor's degree, Political Science and Government
Brittany Allensworth's Charles Schwab Experience September 2012 - March 2013
Job Talent Acquisition Specialist at Randstad
Industry Human Resources
Experience
Randstad March 2013 - Present
Charles Schwab September 2012 - March 2013
Purdue University August 2008 - July 2012
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Organizational Leadership and Supervision
Arlington High School 2004 — 2008
Randstad March 2013 - Present
Charles Schwab September 2012 - March 2013
Purdue University August 2008 - July 2012
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Organizational Leadership and Supervision
Arlington High School 2004 — 2008
Amanda Blum's Charles Schwab Experience April 2012 - October 2013
Job Branch Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - October 2013
Charles Schwab July 2009 - April 2012
Charles Schwab June 2007 - July 2009
JPMorgan Chase September 2005 - June 2007
Education
Purdue University 2003 — 2007
Bachelor of Arts (BA), English
Charles Schwab April 2012 - October 2013
Charles Schwab July 2009 - April 2012
Charles Schwab June 2007 - July 2009
JPMorgan Chase September 2005 - June 2007
Education
Purdue University 2003 — 2007
Bachelor of Arts (BA), English
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank