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
Walter Peterscheck, PMP, CSM, MCSD, MBA Walter Peterscheck, PMP, CSM, MCSD, MBA's Charles Schwab Experience July 2000 - September 2005
Job Project Management Office (PMO) Lead at Magnetic Variation Services LLC
Industry Information Technology and Services
Experience
Sungard Availability Services November 2014 - May 2015
Novartis November 2009 - September 2014
Water Remediation Technology March 2007 - September 2009
Avanade September 2005 - March 2007
Charles Schwab July 2000 - September 2005
Skills
Project Management, ITIL, SharePoint, PMO, SDLC, Program Management, Business Intelligence, Agile Methodologies, Process Improvement, Solution Architecture, Requirements Analysis, Microsoft SQL Server, Windows Server, Scrum, Software Project..., Requirements Gathering, Cloud Computing, Microsoft Technologies, C#, ASP.NET, IT Strategy, Microsoft Exchange, VMware ESX, IT Infrastructure..., Portfolio Management, Enterprise IT..., Enterprise IT Strategy, IT Security Policies &..., IT Operations Management, IT contract negotiation, IT Security Operations, IT Security Assessments, IT Security Best..., GxP, 21 CFR Part 11, FDA GMP, Test Driver Development, Continuous Integration, IT Management, Vendor Management, IT Service Management, Outsourcing, Change Management, IT Operations
Education
Regis University 2004 — 2007
MBA, E-commerce
University of Colorado Boulder 1993 — 1998
Bachelors, Economics
International School Beverweerd 1986 — 1992
IB, Physics
Sungard Availability Services November 2014 - May 2015
Novartis November 2009 - September 2014
Water Remediation Technology March 2007 - September 2009
Avanade September 2005 - March 2007
Charles Schwab July 2000 - September 2005
Skills
Project Management, ITIL, SharePoint, PMO, SDLC, Program Management, Business Intelligence, Agile Methodologies, Process Improvement, Solution Architecture, Requirements Analysis, Microsoft SQL Server, Windows Server, Scrum, Software Project..., Requirements Gathering, Cloud Computing, Microsoft Technologies, C#, ASP.NET, IT Strategy, Microsoft Exchange, VMware ESX, IT Infrastructure..., Portfolio Management, Enterprise IT..., Enterprise IT Strategy, IT Security Policies &..., IT Operations Management, IT contract negotiation, IT Security Operations, IT Security Assessments, IT Security Best..., GxP, 21 CFR Part 11, FDA GMP, Test Driver Development, Continuous Integration, IT Management, Vendor Management, IT Service Management, Outsourcing, Change Management, IT Operations
Education
Regis University 2004 — 2007
MBA, E-commerce
University of Colorado Boulder 1993 — 1998
Bachelors, Economics
International School Beverweerd 1986 — 1992
IB, Physics
Kathleen Finnin Fratangeli Kathleen Finnin Fratangeli's Charles Schwab Experience March 2014 - Present
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 2008 - November 2010
JPMorgan Private Client Services March 2005 - November 2008
TD Waterhouse October 2003 - January 2005
Charles Schwab October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management) August 1997 - October 1999
Principal Financial Group May 1995 - March 1996
Education
Robert Morris University
BSBA, Organizational Leadership
Western Beaver High School
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 2008 - November 2010
JPMorgan Private Client Services March 2005 - November 2008
TD Waterhouse October 2003 - January 2005
Charles Schwab October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management) August 1997 - October 1999
Principal Financial Group May 1995 - March 1996
Education
Robert Morris University
BSBA, Organizational Leadership
Western Beaver High School
N. Ryan Wyatt N. Ryan Wyatt's Charles Schwab Experience August 2011 - August 2012
Job GED Program Coordinator, Hope CommUnity Center
Industry Program Development
Experience
AmeriCorps September 2012 - Present
Sonny's BBQ May 2013 - Present
Charles Schwab August 2011 - August 2012
SunTrust Bank November 2009 - August 2011
Lenoir News-Topic May 2007 - August 2007
Skills
Creative Writing, Critical Thinking, Community Organizing, Adult Education, Fundraising, Teamwork, Community Service, Program Development, Event Planning, Time Management, Editing, Financial Literacy..., Social Justice, Grant Writing, Nonprofits, Conflict Resolution, Spanish, Small Group Instruction, News Writing, Education, LGBT community, Equality & Diversity, Curiosity, Imagination, Collaboration, Oral & Written..., Analytical Skills, Problem Solving, Adaptability, Brainstorm Facilitation, Financial Coaching, Text Editing, Secondary Education, Writing, Financial Education, Educational Philosophy, Human Rights, Leadership, Community Outreach, Training, Higher Education, Research
Education
Rollins College 2004 — 2008
Bachelors, Philosophy
Lake Brantley High School 2000 — 2004
AmeriCorps September 2012 - Present
Sonny's BBQ May 2013 - Present
Charles Schwab August 2011 - August 2012
SunTrust Bank November 2009 - August 2011
Lenoir News-Topic May 2007 - August 2007
Skills
Creative Writing, Critical Thinking, Community Organizing, Adult Education, Fundraising, Teamwork, Community Service, Program Development, Event Planning, Time Management, Editing, Financial Literacy..., Social Justice, Grant Writing, Nonprofits, Conflict Resolution, Spanish, Small Group Instruction, News Writing, Education, LGBT community, Equality & Diversity, Curiosity, Imagination, Collaboration, Oral & Written..., Analytical Skills, Problem Solving, Adaptability, Brainstorm Facilitation, Financial Coaching, Text Editing, Secondary Education, Writing, Financial Education, Educational Philosophy, Human Rights, Leadership, Community Outreach, Training, Higher Education, Research
Education
Rollins College 2004 — 2008
Bachelors, Philosophy
Lake Brantley High School 2000 — 2004
Randy Becker's Charles Schwab Experience June 2015 - Present
Job Corporate Vendor Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
First Data Corporation April 2007 - Present
Raytheon January 2005 - April 2007
QWEST COMMUNICATIONS CORP November 2000 - January 2005
Lockheed March 2000 - October 2000
University of Northern Colorado January 1997 - May 1998
Skills
Vendor Management, Process Improvement, Credit Cards, Payments, Business Analysis, Risk Management, Outsourcing, Management, Change Management, Relationship Management, Financial Analysis, Project Management, Leadership, Analysis, Sourcing, Strategy, Contract Negotiation, Cross-functional Team..., Program Management
Education
Regis University 2001 — 2003
Master of Business Administration (MBA), International Business
University of Northern Colorado 1997 — 1998
Master's degree, Communication, General
University of Northern Colorado 1995 — 1996
Bachelor's degree, Communication, General
Charles Schwab June 2015 - Present
First Data Corporation April 2007 - Present
Raytheon January 2005 - April 2007
QWEST COMMUNICATIONS CORP November 2000 - January 2005
Lockheed March 2000 - October 2000
University of Northern Colorado January 1997 - May 1998
Skills
Vendor Management, Process Improvement, Credit Cards, Payments, Business Analysis, Risk Management, Outsourcing, Management, Change Management, Relationship Management, Financial Analysis, Project Management, Leadership, Analysis, Sourcing, Strategy, Contract Negotiation, Cross-functional Team..., Program Management
Education
Regis University 2001 — 2003
Master of Business Administration (MBA), International Business
University of Northern Colorado 1997 — 1998
Master's degree, Communication, General
University of Northern Colorado 1995 — 1996
Bachelor's degree, Communication, General
Christopher Hadfield Christopher Hadfield's Charles Schwab Experience January 2015 - Present
Job Associate Software Engineer at Charles Schwab
Industry
Experience
Charles Schwab January 2015 - Present
Regis University August 2012 - Present
Charles Schwab June 2014 - August 2014
ITT Exelis June 2013 - June 2014
The Home Depot June 2012 - August 2012
Skills
Java, Programming, Higher Education, Student Affairs, Statistics, Software Engineering, Security, Research, Public Speaking, System Administration, Time Management, MySQL, JavaScript, AngularJS, Bootstrap
Education
Regis University 2011 — 2015
Bachelor’s Degree, Mathematics and Computer Science, 3.44
Charles Schwab January 2015 - Present
Regis University August 2012 - Present
Charles Schwab June 2014 - August 2014
ITT Exelis June 2013 - June 2014
The Home Depot June 2012 - August 2012
Skills
Java, Programming, Higher Education, Student Affairs, Statistics, Software Engineering, Security, Research, Public Speaking, System Administration, Time Management, MySQL, JavaScript, AngularJS, Bootstrap
Education
Regis University 2011 — 2015
Bachelor’s Degree, Mathematics and Computer Science, 3.44
Todd Leatherman Todd Leatherman's Charles Schwab Experience November 2006 - Present
Job Transfers Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Charles Schwab November 2006 - Present
Edward Jones June 2006 - November 2006
AMVESCAP May 2000 - June 2006
Janus Capital Group 1997 - 2000
Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Retirement Planning, Securities, Program Management, Financial Analysis, Portfolio Management, Process Improvement, 401k, Wealth Management, FINRA, Equities, Asset Allocation, Asset Management, Finance, Series 6, Risk Management, Relationship Management, Financial Services, Investments
Education
Regis University 2000 — 2005
BS, Business and Psychology
Griffin Forshee Griffin Forshee's Charles Schwab Experience November 2010 - June 2012
Job Grants Team Manager
Industry Philanthropy
Experience
Schwab Charitable June 2014 - Present
Intelligent Commercial Environments, Inc. July 2013 - June 2014
Craig Hospital July 2012 - July 2013
Charles Schwab November 2010 - June 2012
Community Gatepath April 2010 - November 2010
Skills
Marketing Communications, Marketing Research, Online Marketing, Salesforce.com, Event Marketing, SEO, Metadata, Quantitative Research, Qualitative Research, Marketing Materials, Sales Support, Inventory Management, Adobe Acrobat, Non-profit Marketing, Non-profit Development, Non-profit..., Google Analytics, Copy Development, Data Entry, Non-profits, Raiser's Edge, Copy Editing, Grants, Operations, Performance Reporting, Competitive Analysis, Donor Relations, Event Planning, Fundraising, Marketing, Management, Philanthropy, Nonprofits, Program Management, Research, New Business Development, Sales, Website Development, Vendor Management, Sales Operations, Community Outreach, Leadership, Strategic Planning
Education
San Francisco State University 2010 — 2011
Non-Profit/Public/Organizational Management
Regis University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Schwab Charitable June 2014 - Present
Intelligent Commercial Environments, Inc. July 2013 - June 2014
Craig Hospital July 2012 - July 2013
Charles Schwab November 2010 - June 2012
Community Gatepath April 2010 - November 2010
Skills
Marketing Communications, Marketing Research, Online Marketing, Salesforce.com, Event Marketing, SEO, Metadata, Quantitative Research, Qualitative Research, Marketing Materials, Sales Support, Inventory Management, Adobe Acrobat, Non-profit Marketing, Non-profit Development, Non-profit..., Google Analytics, Copy Development, Data Entry, Non-profits, Raiser's Edge, Copy Editing, Grants, Operations, Performance Reporting, Competitive Analysis, Donor Relations, Event Planning, Fundraising, Marketing, Management, Philanthropy, Nonprofits, Program Management, Research, New Business Development, Sales, Website Development, Vendor Management, Sales Operations, Community Outreach, Leadership, Strategic Planning
Education
San Francisco State University 2010 — 2011
Non-Profit/Public/Organizational Management
Regis University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
PJ Pevc PJ Pevc's Charles Schwab Experience January 2014 - Present
Job Office Administrator
Industry Investment Management
Experience
Charles Schwab January 2014 - Present
Vectra Bank Colorado 2000 - 2013
University of Colorado Health Sciences Center 1996 - 2000
University of Colorado Hospital 1991 - 1996
Skills
Office Management, C-Level Executive..., Customer Service, Banking, Communication Skills, Supervisory Management, Event Planning, Strategic Planning, Project Planning, Event Management, Operations Management, Policy, Analysis, Finance, Management, Leadership
Education
Rochester Institute of Technology
Charles Schwab January 2014 - Present
Vectra Bank Colorado 2000 - 2013
University of Colorado Health Sciences Center 1996 - 2000
University of Colorado Hospital 1991 - 1996
Skills
Office Management, C-Level Executive..., Customer Service, Banking, Communication Skills, Supervisory Management, Event Planning, Strategic Planning, Project Planning, Event Management, Operations Management, Policy, Analysis, Finance, Management, Leadership
Education
Rochester Institute of Technology
Don Persichitti's Charles Schwab Experience June 2010 - January 2012
Job
Industry Financial Services
Experience
PENSCO Trust Company September 2012 - Present
Wells Fargo January 2012 - September 2012
Charles Schwab June 2010 - January 2012
Trust Administration Services December 2005 - April 2009
Fiserv Investment Support Services July 2004 - November 2005
Skills
Compliance, Customer Relations, Customer Service, Insurance, Process Improvement, Mutual Funds, Accounting, Auditing, Financial Services, Investments, Banking, Risk Management, Training, Finance, Call Centers
Education
Regis University 2011 — 2014
Bachelor's Degree, Accounting, 3.74
University of North Texas 1995 — 1998
PENSCO Trust Company September 2012 - Present
Wells Fargo January 2012 - September 2012
Charles Schwab June 2010 - January 2012
Trust Administration Services December 2005 - April 2009
Fiserv Investment Support Services July 2004 - November 2005
Skills
Compliance, Customer Relations, Customer Service, Insurance, Process Improvement, Mutual Funds, Accounting, Auditing, Financial Services, Investments, Banking, Risk Management, Training, Finance, Call Centers
Education
Regis University 2011 — 2014
Bachelor's Degree, Accounting, 3.74
University of North Texas 1995 — 1998
Joe LaCagnina's Charles Schwab Experience April 2000 - Present
Job Vice President Naples, FL Complex Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2000 - Present
Liberty Brokerage Inc Wall St NYC January 1997 - April 2000
Lasser Marshall Inc Wall St NYC June 1990 - January 1997
Education
Rider University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Monsignor Farrell HS. Staten Island, NY 1982 — 1986
Charles Schwab April 2000 - Present
Liberty Brokerage Inc Wall St NYC January 1997 - April 2000
Lasser Marshall Inc Wall St NYC June 1990 - January 1997
Education
Rider University 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Monsignor Farrell HS. Staten Island, NY 1982 — 1986
John Mongillo John Mongillo's Charles Schwab Experience September 1995 - October 2002
Job Business Development at Fastly
Industry Information Technology and Services
Experience
Fastly August 2014 - Present
VERISIGN November 2011 - June 2014
AllBusiness.com April 2009 - January 2012
NRI Mining February 2011 - October 2011
Elite Traveler 2010 - 2011
Global Events October 2003 - April 2009
SpongeFish 2008 - 2008
Charles Schwab September 1995 - October 2002
Skills
Videographer..., SaaS, Salesforce.com, Cloud Computing, Account Management, Business Development, Sales, Marketing Strategy, Start-ups, Enterprise Software, Product Marketing, B2B, Email Marketing, Selling, Product Management, E-commerce, Video, Cold Calling, Training
Education
Roger Williams University 1983 — 1987
BA, Journalism
Darien High School
Fastly August 2014 - Present
VERISIGN November 2011 - June 2014
AllBusiness.com April 2009 - January 2012
NRI Mining February 2011 - October 2011
Elite Traveler 2010 - 2011
Global Events October 2003 - April 2009
SpongeFish 2008 - 2008
Charles Schwab September 1995 - October 2002
Skills
Videographer..., SaaS, Salesforce.com, Cloud Computing, Account Management, Business Development, Sales, Marketing Strategy, Start-ups, Enterprise Software, Product Marketing, B2B, Email Marketing, Selling, Product Management, E-commerce, Video, Cold Calling, Training
Education
Roger Williams University 1983 — 1987
BA, Journalism
Darien High School
Jay Arant Jay Arant's Charles Schwab Experience December 2003 - July 2005
Job Advanced Technical Support II at Comcast
Industry Telecommunications
Experience
Comcast August 2010 - Present
Comcast September 2009 - July 2010
Comcast August 2005 - August 2009
Charles Schwab December 2003 - July 2005
EchoStar Corporation May 2002 - November 2003
McKesson March 2001 - April 2002
Heidelberg Digital February 1999 - February 2001
Eastman Kodak Company December 1990 - January 1999
Skills
Troubleshooting, Telephony, Windows, Billing, VoIP, Call Center, Customer Service, Telecommunications, Process Improvement, Remedy, Solaris, Unix, Cross-functional Team..., Problem Solving, Mentoring, Quality Assurance, SharePoint, Team Building, Technical Writing, Program Management, Data Analysis, Team Leadership, Customer Satisfaction, Coaching, Databases, Integration, Word, Customer Retention, Testing, Excel, Avaya, Teamwork, Analysis, Microsoft Office, Customer Experience, PowerPoint, MS Project, Computer Hardware, Change Management, Strategic Planning, XP, Access, Software Installation, Customer Relations, Documentation, Printers, HP, Microsoft Word, Microsoft Excel, Call Centers
Education
Rochester Institute of Technology 1987 — 1989
computer science, mathematics
SUNY Brockport 1974 — 1978
BA, graphics design, fine arts
Comcast August 2010 - Present
Comcast September 2009 - July 2010
Comcast August 2005 - August 2009
Charles Schwab December 2003 - July 2005
EchoStar Corporation May 2002 - November 2003
McKesson March 2001 - April 2002
Heidelberg Digital February 1999 - February 2001
Eastman Kodak Company December 1990 - January 1999
Skills
Troubleshooting, Telephony, Windows, Billing, VoIP, Call Center, Customer Service, Telecommunications, Process Improvement, Remedy, Solaris, Unix, Cross-functional Team..., Problem Solving, Mentoring, Quality Assurance, SharePoint, Team Building, Technical Writing, Program Management, Data Analysis, Team Leadership, Customer Satisfaction, Coaching, Databases, Integration, Word, Customer Retention, Testing, Excel, Avaya, Teamwork, Analysis, Microsoft Office, Customer Experience, PowerPoint, MS Project, Computer Hardware, Change Management, Strategic Planning, XP, Access, Software Installation, Customer Relations, Documentation, Printers, HP, Microsoft Word, Microsoft Excel, Call Centers
Education
Rochester Institute of Technology 1987 — 1989
computer science, mathematics
SUNY Brockport 1974 — 1978
BA, graphics design, fine arts
Craig Grover Craig Grover's Charles Schwab Experience 1995 - 2004
Job Coowner/CFO at Excel Plastics LLC
Industry Plastics
Experience
Excel Plastics LLC June 2004 - Present
Charles Schwab 1995 - 2004
Education
Regis University 1989 — 1993
Excel Plastics LLC June 2004 - Present
Charles Schwab 1995 - 2004
Education
Regis University 1989 — 1993
Christopher Lichy Christopher Lichy's Charles Schwab Experience May 2001 - November 2001
Job manager at McDonald's Meats
Industry Consumer Services
Experience
McDonald's Meats October 2001 - Present
Cold Spring Brewery July 2006 - July 2014
Gluek Brewing Company (Cold Spring Brewing Company) June 2006 - July 2014
Sam’s Club January 2001 - July 2006
Charles Schwab May 2001 - November 2001
Regis University August 1997 - May 2001
Skills
Customer Service, Management, Software Documentation, Leadership, Training, Strategic Planning, Process Improvement, Marketing, Sales, Microsoft Office, Team Building
Education
Regis University 1996 — 2000
Bachelor of Science, Business Administration and Economics
McDonald's Meats October 2001 - Present
Cold Spring Brewery July 2006 - July 2014
Gluek Brewing Company (Cold Spring Brewing Company) June 2006 - July 2014
Sam’s Club January 2001 - July 2006
Charles Schwab May 2001 - November 2001
Regis University August 1997 - May 2001
Skills
Customer Service, Management, Software Documentation, Leadership, Training, Strategic Planning, Process Improvement, Marketing, Sales, Microsoft Office, Team Building
Education
Regis University 1996 — 2000
Bachelor of Science, Business Administration and Economics
Jo Broslawik Jo Broslawik's Charles Schwab Experience February 2014 - Present
Job Sr. Team Manager Corporate Vendor Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 2014 - Present
Convergys May 2013 - November 2013
Experienced IT Professional With Background In Global Operations April 2012 - April 2013
Amadeus Consulting January 2012 - March 2012
HOV Services April 2010 - June 2011
Equifax April 2000 - March 2010
The Polk Company May 1995 - April 2000
Skills
Process Improvement &..., BPO, Business Process..., Outsourcing, Operations Management, Business Analysis, CRM, Program Management, Call Center, Team Leadership, Business Process, Strategic Planning, Account Management, Change Management, Vendor Management, Document Imaging, Document Management, Process Improvement, Business Intelligence, Call Centers, Strategy, Enterprise Software, Integration, Strategic Partnerships, Leadership, E-commerce, Agile Methodologies, Management, Software Development, SaaS, Project Planning, Market Research, Analytics, Cross-functional Team..., Resource Management, IT Strategy, Start-ups, Business Development, Product Management, Salesforce.com, Lead Generation, Solution Selling, Cloud Computing, Team Management, Consulting
Education
Regis University 2001 — 2007
MSCIT, Systems Engineering
Regis University 1993 — 1996
MBA, International Business
Regis University
BS, Business Administration and Economics
Charles Schwab February 2014 - Present
Convergys May 2013 - November 2013
Experienced IT Professional With Background In Global Operations April 2012 - April 2013
Amadeus Consulting January 2012 - March 2012
HOV Services April 2010 - June 2011
Equifax April 2000 - March 2010
The Polk Company May 1995 - April 2000
Skills
Process Improvement &..., BPO, Business Process..., Outsourcing, Operations Management, Business Analysis, CRM, Program Management, Call Center, Team Leadership, Business Process, Strategic Planning, Account Management, Change Management, Vendor Management, Document Imaging, Document Management, Process Improvement, Business Intelligence, Call Centers, Strategy, Enterprise Software, Integration, Strategic Partnerships, Leadership, E-commerce, Agile Methodologies, Management, Software Development, SaaS, Project Planning, Market Research, Analytics, Cross-functional Team..., Resource Management, IT Strategy, Start-ups, Business Development, Product Management, Salesforce.com, Lead Generation, Solution Selling, Cloud Computing, Team Management, Consulting
Education
Regis University 2001 — 2007
MSCIT, Systems Engineering
Regis University 1993 — 1996
MBA, International Business
Regis University
BS, Business Administration and Economics
Cary Jernigan Cary Jernigan's Charles Schwab Experience 1999 - 2001
Job Client Development Manager at Computershare
Industry Financial Services
Experience
Computershare Governance Services 2012 - Present
Computershare 2009 - February 2012
Computershare January 2006 - January 2008
Computershare February 2004 - 2006
Computershare 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Financial Services, Securities, Equities, Salesforce.com, Mergers & Acquisitions, Account Management, Corporate Governance, Business Analysis, Investor Relations, Relationship Management, Business Development, Risk Management
Education
Regis University
MBA, Marketing
The Ohio State University 1993 — 1997
BA, Political Science & English
Computershare Governance Services 2012 - Present
Computershare 2009 - February 2012
Computershare January 2006 - January 2008
Computershare February 2004 - 2006
Computershare 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Financial Services, Securities, Equities, Salesforce.com, Mergers & Acquisitions, Account Management, Corporate Governance, Business Analysis, Investor Relations, Relationship Management, Business Development, Risk Management
Education
Regis University
MBA, Marketing
The Ohio State University 1993 — 1997
BA, Political Science & English
Charles Buntjer Charles Buntjer's Charles Schwab Experience 2000 - 2001
Job CEO Charles Buntjer & Associates
Industry Computer Software
Experience
Self-employed CEOCharles Buntjer & AssociatesJanuary 1963 - 2013
Charles Schwab 2000 - 2001
Skills
SaaS, Start-ups, Software Development, Cloud Computing, Project Management, Negotiation, Enterprise Software, Web Development
Education
Rockford University 1958 — 1959
Liberal Arts and Sciences/Liberal Studies
Self-employed CEOCharles Buntjer & AssociatesJanuary 1963 - 2013
Charles Schwab 2000 - 2001
Skills
SaaS, Start-ups, Software Development, Cloud Computing, Project Management, Negotiation, Enterprise Software, Web Development
Education
Rockford University 1958 — 1959
Liberal Arts and Sciences/Liberal Studies
Richard Anaya II's Charles Schwab Experience September 2008 - January 2011
Job HTML 5 Samurai
Industry Computer Software
Experience
ESO Solutions April 2015 - Present
Ringtail Design October 2014 - April 2015
Weaver Labs July 2014 - October 2014
sonarDesign, Inc. May 2014 - July 2014
Evernote August 2012 - May 2014
GameSalad, Inc January 2011 - August 2012
Charles Schwab September 2008 - January 2011
Compeat February 2007 - September 2008
SnapStream Media May 2005 - February 2007
Shanghai Digital May 2004 - August 2004
Skills
JavaScript, Node.JS, HTML5, C#, .NET, Databases, Open Source, Google App Engine, Design Patterns, Object Oriented Design, ASP.NET, Java, MySQL, CSS, XML, SQL, Microsoft SQL Server, Git, HTML, Subversion, Node.js, HTML 5, Web Applications, Game Development, Metro, Agile Methodologies, WPF, Visual Studio, UML, Python, MVC, Web Development
Education
Rice University 2001 — 2005
BA, Computer Science
ESO Solutions April 2015 - Present
Ringtail Design October 2014 - April 2015
Weaver Labs July 2014 - October 2014
sonarDesign, Inc. May 2014 - July 2014
Evernote August 2012 - May 2014
GameSalad, Inc January 2011 - August 2012
Charles Schwab September 2008 - January 2011
Compeat February 2007 - September 2008
SnapStream Media May 2005 - February 2007
Shanghai Digital May 2004 - August 2004
Skills
JavaScript, Node.JS, HTML5, C#, .NET, Databases, Open Source, Google App Engine, Design Patterns, Object Oriented Design, ASP.NET, Java, MySQL, CSS, XML, SQL, Microsoft SQL Server, Git, HTML, Subversion, Node.js, HTML 5, Web Applications, Game Development, Metro, Agile Methodologies, WPF, Visual Studio, UML, Python, MVC, Web Development
Education
Rice University 2001 — 2005
BA, Computer Science
Emily Pirie, PMP's Charles Schwab Experience November 2013 - Present
Job Workforce Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Charles Schwab July 2012 - November 2013
Citigroup October 2007 - June 2012
Rensselaer Club of NY December 2009 - May 2011
ACCION USA January 2009 - October 2010
Citigroup 2007 - January 2010
CGI 2007 - 2007
Target June 2006 - August 2006
Skills
Business Analysis, Program Management, Leadership, Operations Management, Project Planning, Event Planning, Risk Management, Portfolio Management, Data Analysis, Financial Analysis, Project Management, Financial Modeling, Strategic Planning, Microsoft Office, Recruiting, Finance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS, Management
Maastricht University 2005 — 2006
Finance, Exchange Program
Charles Schwab November 2013 - Present
Charles Schwab July 2012 - November 2013
Citigroup October 2007 - June 2012
Rensselaer Club of NY December 2009 - May 2011
ACCION USA January 2009 - October 2010
Citigroup 2007 - January 2010
CGI 2007 - 2007
Target June 2006 - August 2006
Skills
Business Analysis, Program Management, Leadership, Operations Management, Project Planning, Event Planning, Risk Management, Portfolio Management, Data Analysis, Financial Analysis, Project Management, Financial Modeling, Strategic Planning, Microsoft Office, Recruiting, Finance
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS, Management
Maastricht University 2005 — 2006
Finance, Exchange Program
Christopher Swedhin Christopher Swedhin's Charles Schwab Experience August 2010 - June 2011
Job Sales Analyst, Rep Support, and Customer Support
Industry Medical Devices
Experience
Sound Surgical Technologies now Solta Medical October 2011 - July 2013
Charles Schwab August 2010 - June 2011
MassMutual Financial Group and Wealth Concepts September 2009 - July 2010
Wells Fargo December 2007 - March 2009
Skills
Marketing Strategy, Business Development, Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Team Building, Negotiation, Event Planning, Public Speaking, Sales, Medical Devices, Cold Calling, Management, Sales Management, Training, Sales Operations, Sales Process
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's degree, Accounting and Finance
Regis University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sound Surgical Technologies now Solta Medical October 2011 - July 2013
Charles Schwab August 2010 - June 2011
MassMutual Financial Group and Wealth Concepts September 2009 - July 2010
Wells Fargo December 2007 - March 2009
Skills
Marketing Strategy, Business Development, Customer Service, Microsoft Office, Microsoft Excel, Inventory Management, Team Building, Negotiation, Event Planning, Public Speaking, Sales, Medical Devices, Cold Calling, Management, Sales Management, Training, Sales Operations, Sales Process
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor's degree, Accounting and Finance
Regis University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kevin Potcner Kevin Potcner's Charles Schwab Experience January 2011 - December 2014
Job Statistical Scientist
Industry Management Consulting
Experience
University of San Francisco September 2015 - Present
Minitab, Inc. February 2015 - Present
Expectation Labs January 2015 - Present
California State University, Fullerton October 2013 - Present
Avenue 4 Design January 2002 - Present
Charles Schwab January 2011 - December 2014
Exsilon Data & Statistical Solutions June 2005 - December 2014
Minitab Inc. June 2000 - June 2005
University of Florida August 1997 - May 2000
Skills
Statistics, Analytics, Analysis, Management Consulting, SAS, Segmentation, Data Analysis, Predictive Modeling, Data Mining, Predictive Analytics, SPSS, Logistic Regression, Statistical Modeling
Education
University of Florida 1997 — 2000
Statistics
Rochester Institute of Technology
MS, Statistics
Rochester Institute of Technology
BS, Printing Sciences & Graphic Arts
University of San Francisco September 2015 - Present
Minitab, Inc. February 2015 - Present
Expectation Labs January 2015 - Present
California State University, Fullerton October 2013 - Present
Avenue 4 Design January 2002 - Present
Charles Schwab January 2011 - December 2014
Exsilon Data & Statistical Solutions June 2005 - December 2014
Minitab Inc. June 2000 - June 2005
University of Florida August 1997 - May 2000
Skills
Statistics, Analytics, Analysis, Management Consulting, SAS, Segmentation, Data Analysis, Predictive Modeling, Data Mining, Predictive Analytics, SPSS, Logistic Regression, Statistical Modeling
Education
University of Florida 1997 — 2000
Statistics
Rochester Institute of Technology
MS, Statistics
Rochester Institute of Technology
BS, Printing Sciences & Graphic Arts
Jessica Jones, MAS, PMP, CSM, GBSS, ITIL Jessica Jones, MAS, PMP, CSM, GBSS, ITIL's Charles Schwab Experience January 2010 - December 2010
Job Colorado DRIVES Project Manager, DOR
Industry Information Technology and Services
Experience
Colorado Department of Revenue February 2015 - Present
City and County of Denver October 2014 - January 2015
Western Union February 2014 - May 2014
City and County of Denver February 2013 - January 2014
Bellco Credit Union September 2012 - January 2013
Western Union November 2011 - May 2012
TIAA-CREF June 2011 - November 2011
Independant December 2010 - April 2011
Charles Schwab January 2010 - December 2010
Jeppesen July 2009 - December 2009
Skills
MS Project, MS Excel, MS Word, PowerPoint, Clarity, Planview, Primavera, RUP, PMP, Green Belt, PMO, Six Sigma, Agile Project Management, Visio, Microsoft Excel, Microsoft Word, SharePoint, Project Planning, Primavera P6, Vendor Management, Project Portfolio..., Quality Assurance, Human Resources, Business Analysis, Business Process, Project Management, Process Improvement, Change Management, Requirements Gathering, Risk Management, Agile Methodologies, Resource Management, Databases, Management, Certified Project..., Microsoft Project
Education
University of Denver 2005 — 2008
Masters of Applied Science, Strategic Management, 3.72
Regis University 1994 — 1998
Bachelor of Arts (BA), Communications, 3.83
Colorado Department of Revenue February 2015 - Present
City and County of Denver October 2014 - January 2015
Western Union February 2014 - May 2014
City and County of Denver February 2013 - January 2014
Bellco Credit Union September 2012 - January 2013
Western Union November 2011 - May 2012
TIAA-CREF June 2011 - November 2011
Independant December 2010 - April 2011
Charles Schwab January 2010 - December 2010
Jeppesen July 2009 - December 2009
Skills
MS Project, MS Excel, MS Word, PowerPoint, Clarity, Planview, Primavera, RUP, PMP, Green Belt, PMO, Six Sigma, Agile Project Management, Visio, Microsoft Excel, Microsoft Word, SharePoint, Project Planning, Primavera P6, Vendor Management, Project Portfolio..., Quality Assurance, Human Resources, Business Analysis, Business Process, Project Management, Process Improvement, Change Management, Requirements Gathering, Risk Management, Agile Methodologies, Resource Management, Databases, Management, Certified Project..., Microsoft Project
Education
University of Denver 2005 — 2008
Masters of Applied Science, Strategic Management, 3.72
Regis University 1994 — 1998
Bachelor of Arts (BA), Communications, 3.83
Josh Weiss, CRCP's Charles Schwab Experience May 2004 - May 2005
Job Director, Business Risk Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
TIAA-CREF September 2013 - Present
TIAA-CREF June 2007 - September 2013
TIAA-CREF June 2005 - June 2007
Charles Schwab May 2004 - May 2005
Merrill Lynch September 1999 - March 2001
Skills
Leadership, Management, Financial Services, Risk Management, Operations Management, Process Improvement, Change Management, Securities, Insurance, Team Leadership, Team Building, Vendor Management, Budgets, Relationship Management, Portfolio Management, Compliance, Strategy
Education
University of San Francisco 1995 — 1997
Bachelor of Science, Organizational Behavior
Regis University
Master’s Degree, Pedagogical Studies
Dmitry Goldin Dmitry Goldin's Charles Schwab Experience 1999 - 2000
Job President & CEO at Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Royal Alliance Associates, Inc. 2014 - Present
Royal Alliance Associates, Inc 2009 - 2013
Royal Alliance Associates, Inc. 2000 - 2009
Charles Schwab 1999 - 2000
Skills
Business Development, Succession Planning, Wealth Management, Series 7, Asset Management, Investment Advisory, Mutual Funds, Investments, Management, Strategic Planning, Retirement Planning, Series 63, Portfolio Management
Education
Regis University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Colorado Boulder
Bachelor's Degree, Business Administration, International Business and Finance
Royal Alliance Associates, Inc. 2014 - Present
Royal Alliance Associates, Inc 2009 - 2013
Royal Alliance Associates, Inc. 2000 - 2009
Charles Schwab 1999 - 2000
Skills
Business Development, Succession Planning, Wealth Management, Series 7, Asset Management, Investment Advisory, Mutual Funds, Investments, Management, Strategic Planning, Retirement Planning, Series 63, Portfolio Management
Education
Regis University
Master of Business Administration (MBA), Finance and Financial Management Services
University of Colorado Boulder
Bachelor's Degree, Business Administration, International Business and Finance
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
Jaimie Elliott, PMP® Jaimie Elliott, PMP®'s Charles Schwab Experience July 2014 - Present
Job Sr Staff Release/Configuration Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab (TEK Systems) May 2013 - June 2014
T-Mobile (TEK Systems) June 2012 - May 2013
IBM January 1999 - March 2012
TSS/IBM June 1998 - December 1998
BBN Technologies January 1996 - June 1998
Raytheon June 1995 - December 1996
Cabletron Systems November 1993 - August 1994
Continental American Insurance Company June 1991 - February 1992
Skills
Leading Virtual Teams, Leading International..., Software Development..., Complex Projects, Systems Integration, Life Cycle Management, Change Management, Risk Management, Troubled Projects and..., Communication Management, Process Improvement, Customer Information, Microsoft Office, Microsoft Project, SDLC, Systems Development..., Issue Management, Software Deployment, Release Management, Projects, PMP, MS Project, Integration, Leadership, Virtual Teams, Telecommunications, Reporting Systems, OLAP, Product Lifecycle..., Enterprise Software, Management, Software Development..., Requirements Analysis, Enterprise Architecture, Project Management, Cross-functional Team..., Program Management, IT Strategy, Communications..., Software Development, Solution Architecture
Education
Rochester Institute of Technology 1989 — 2005
Bachelor's degree, Computer Science
Salamanca High School
Charles Schwab July 2014 - Present
Charles Schwab (TEK Systems) May 2013 - June 2014
T-Mobile (TEK Systems) June 2012 - May 2013
IBM January 1999 - March 2012
TSS/IBM June 1998 - December 1998
BBN Technologies January 1996 - June 1998
Raytheon June 1995 - December 1996
Cabletron Systems November 1993 - August 1994
Continental American Insurance Company June 1991 - February 1992
Skills
Leading Virtual Teams, Leading International..., Software Development..., Complex Projects, Systems Integration, Life Cycle Management, Change Management, Risk Management, Troubled Projects and..., Communication Management, Process Improvement, Customer Information, Microsoft Office, Microsoft Project, SDLC, Systems Development..., Issue Management, Software Deployment, Release Management, Projects, PMP, MS Project, Integration, Leadership, Virtual Teams, Telecommunications, Reporting Systems, OLAP, Product Lifecycle..., Enterprise Software, Management, Software Development..., Requirements Analysis, Enterprise Architecture, Project Management, Cross-functional Team..., Program Management, IT Strategy, Communications..., Software Development, Solution Architecture
Education
Rochester Institute of Technology 1989 — 2005
Bachelor's degree, Computer Science
Salamanca High School
Matt Mullis Matt Mullis's Charles Schwab Experience November 1998 - July 2001
Job Owner at ME2 Digital
Industry Marketing and Advertising
Experience
ME2 Digital Financial AdvisorMorgan StanleyDecember 2004 - November 2006
Ziegler Investments August 2001 - December 2004
Charles Schwab November 1998 - July 2001
Skills
Small Business, Mobile Marketing, Social Media, Social Media Marketing, Local Search, Local Marketing, Online Lead Generation, Online Marketing, Online Publishing, Online Reputation..., Marketing, Email Marketing, Nonprofits, Public Relations, Leadership, Fundraising, Strategic Communications, SEM, SEO, Entrepreneurship, Advertising, Marketing Strategy, Social Networking
Education
Regis University 1999 — 2001
MBA, Finance & Accounting
The University of Georgia 1984 — 1989
AB, Political Science
Young Harris College 1982 — 1984
ME2 Digital Financial AdvisorMorgan StanleyDecember 2004 - November 2006
Ziegler Investments August 2001 - December 2004
Charles Schwab November 1998 - July 2001
Skills
Small Business, Mobile Marketing, Social Media, Social Media Marketing, Local Search, Local Marketing, Online Lead Generation, Online Marketing, Online Publishing, Online Reputation..., Marketing, Email Marketing, Nonprofits, Public Relations, Leadership, Fundraising, Strategic Communications, SEM, SEO, Entrepreneurship, Advertising, Marketing Strategy, Social Networking
Education
Regis University 1999 — 2001
MBA, Finance & Accounting
The University of Georgia 1984 — 1989
AB, Political Science
Young Harris College 1982 — 1984
Douglas Groetken Douglas Groetken's Charles Schwab Experience May 2015 - Present
Job Fraud and Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sykes August 2012 - Present
Western Union Financial Services April 2008 - 2012
Western Union 2005 - 2008
Republic Financial Corporation 2002 - 2003
Level 3 Communications 1998 - 2002
Qwest Communications 1991 - 2001
United Parcel Service 1988 - 1993
Skills
Risk Management, Leadership, Telecommunications..., Credit Analysis, Collections, Customer Service, International Operations, Continuous Improvement, Customer Satisfaction, Acquisition Integration, Talent Management, Interpersonal Skill, Team Leadership, Multiple Sites, Online Fraud, Card Not Present, Revenue Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, Call Center, Credit Risk, Financial Services, Change Management, Business Process..., Payments, Finance, Process Improvement, Strategy, Financial Risk, Call Centers, Credit Cards, Credit, Due Diligence, Business Planning, AML, Banking, Executive Management, Management
Education
Regis University
University of Colorado at Boulder
Bachelor of Science, Business
Wharton School, University of Pennsylvania
Strategic Leadership Certificate
Charles Schwab May 2015 - Present
Sykes August 2012 - Present
Western Union Financial Services April 2008 - 2012
Western Union 2005 - 2008
Republic Financial Corporation 2002 - 2003
Level 3 Communications 1998 - 2002
Qwest Communications 1991 - 2001
United Parcel Service 1988 - 1993
Skills
Risk Management, Leadership, Telecommunications..., Credit Analysis, Collections, Customer Service, International Operations, Continuous Improvement, Customer Satisfaction, Acquisition Integration, Talent Management, Interpersonal Skill, Team Leadership, Multiple Sites, Online Fraud, Card Not Present, Revenue Assurance, Microsoft Office, Microsoft Excel, Microsoft Word, Call Center, Credit Risk, Financial Services, Change Management, Business Process..., Payments, Finance, Process Improvement, Strategy, Financial Risk, Call Centers, Credit Cards, Credit, Due Diligence, Business Planning, AML, Banking, Executive Management, Management
Education
Regis University
University of Colorado at Boulder
Bachelor of Science, Business
Wharton School, University of Pennsylvania
Strategic Leadership Certificate
Luisana Sawyer's Charles Schwab Experience 2003 - 2004
Job AVP CRM Implementation Consultant
Industry Information Technology and Services
Experience
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Joe Militello Joe Militello's Charles Schwab Experience 2000 - 2002
Job Senior Director, Customer Solutions Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2009 - Present
TIAA-CREF Individual & Institutional Services, LLC 2006 - 2009
TIAA-CREF 2006 - 2008
TIAA-CREF 2005 - 2006
Manager, 2004 - 2005
charles schwab 2000 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Managment, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Securities
Education
Regis University 2005 — 2008
Bachelor of Arts (BA), Organizational Development
TIAA-CREF 2009 - Present
TIAA-CREF Individual & Institutional Services, LLC 2006 - 2009
TIAA-CREF 2006 - 2008
TIAA-CREF 2005 - 2006
Manager, 2004 - 2005
charles schwab 2000 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Managment, Strategic Financial..., Retirement, Asset Allocation, Investment Advisory, Securities
Education
Regis University 2005 — 2008
Bachelor of Arts (BA), Organizational Development
Robbie Arend's Charles Schwab Experience May 2008 - October 2009
Job Vice President & Trust Officer at Home Federal Bank
Industry Banking
Experience
Home Federal Bank October 2009 - Present
Charles Schwab May 2008 - October 2009
Wells Fargo Bank October 2003 - May 2008
Skills
Wealth Management, Banking, Portfolio Management, Investments, Credit, Loans, Financial Analysis, Mortgage Lending, Finance, Risk Management, Credit Analysis, Commercial Lending, Financial Planning, Commercial Banking
Education
Regis University 2007 — 2009
MBA, Finance
University of Sioux Falls 1998 — 2001
BA, Business Administation
Home Federal Bank October 2009 - Present
Charles Schwab May 2008 - October 2009
Wells Fargo Bank October 2003 - May 2008
Skills
Wealth Management, Banking, Portfolio Management, Investments, Credit, Loans, Financial Analysis, Mortgage Lending, Finance, Risk Management, Credit Analysis, Commercial Lending, Financial Planning, Commercial Banking
Education
Regis University 2007 — 2009
MBA, Finance
University of Sioux Falls 1998 — 2001
BA, Business Administation
David L. Costantino's Charles Schwab Experience 2000 - 2007
Job Recruiter at Adventist Health System
Industry Information Technology and Services
Experience
Adventist Health System May 2015 - Present
Tech USA December 2014 - April 2015
Healthcare Support Staffing September 2013 - October 2014
Primary Wealth Management Group July 2012 - August 2013
Aflac August 2011 - August 2013
MetLife August 2007 - August 2011
Orlando Jaycees 2008 - 2010
Charles Schwab 2000 - 2007
Skills
Insurance, Retirement Planning, Series 7, Series 63, Investments, Disability Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Health Insurance, Term Life Insurance, Securities, Strategic Financial..., Sales, Risk Management, Asset Allocation, Employee Benefits, Finance, Fixed Income, Long-term Care, Retirement, Small Business, Bonds, Wealth Management, Financial Services
Education
Rollins College 2014 — 2017
Bachelor of Arts (B.A.), Computer Science, Dean's List
Rollins College 1996 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Winter Park High School 1990 — 1994
Adventist Health System May 2015 - Present
Tech USA December 2014 - April 2015
Healthcare Support Staffing September 2013 - October 2014
Primary Wealth Management Group July 2012 - August 2013
Aflac August 2011 - August 2013
MetLife August 2007 - August 2011
Orlando Jaycees 2008 - 2010
Charles Schwab 2000 - 2007
Skills
Insurance, Retirement Planning, Series 7, Series 63, Investments, Disability Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Health Insurance, Term Life Insurance, Securities, Strategic Financial..., Sales, Risk Management, Asset Allocation, Employee Benefits, Finance, Fixed Income, Long-term Care, Retirement, Small Business, Bonds, Wealth Management, Financial Services
Education
Rollins College 2014 — 2017
Bachelor of Arts (B.A.), Computer Science, Dean's List
Rollins College 1996 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Winter Park High School 1990 — 1994
Lindsay Whetton Lindsay Whetton's Charles Schwab Experience 1993 - 2002
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
OppenheimerFunds July 2011 - Present
TIAA-CREF 2006 - July 2011
Westwood College 2004 - 2006
TD Ameritrade 2002 - 2004
Charles Schwab 1993 - 2002
Education
Regis University 1999 — 2001
MBA, International Business.
Regis University 1994 — 1999
Bach. Sc., Bus. Admin (International)
Leeza Glorioso Leeza Glorioso's Charles Schwab Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
Charles Schwab December 2014 - Present
Brown Brothers Harriman January 2013 - December 2014
Brown Brothers Harriman September 2011 - January 2013
Brown Brothers Harriman September 2010 - October 2011
OppenheimerFunds November 2007 - September 2010
Skills
Valuation, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Corporate Actions, Financial Analysis, Financial Services, Alternative Investments, Investments, Financial Modeling, Asset Management
Education
Regis University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
University of Northern Colorado 1999 — 2003
Economics
Aubrey Gravier's Charles Schwab Experience June 1998 - June 2003
Job Entrepreneur at SelfEmployed Day Trader
Industry Financial Services
Experience
Self-Employed Day Trader March 2012 - Present
Lender Processing Services, Inc. (LPS) April 2008 - March 2012
Ocwen Financial Corporation February 2004 - April 2008
Charles Schwab June 1998 - June 2003
Skills
Microsoft Office, Excel, Problem Solving, Time Management, Teamwork, Able To Multi-task, Real Estate, REO, Risk Management, Account Management
Education
SUNY at Buffalo 1992 — 1995
BS, Psychology
Rockland Community College 1990 — 1992
Associates Degree, Business Administration
Self-Employed Day Trader March 2012 - Present
Lender Processing Services, Inc. (LPS) April 2008 - March 2012
Ocwen Financial Corporation February 2004 - April 2008
Charles Schwab June 1998 - June 2003
Skills
Microsoft Office, Excel, Problem Solving, Time Management, Teamwork, Able To Multi-task, Real Estate, REO, Risk Management, Account Management
Education
SUNY at Buffalo 1992 — 1995
BS, Psychology
Rockland Community College 1990 — 1992
Associates Degree, Business Administration
Rich Munneke, CFP® Rich Munneke, CFP®'s Charles Schwab Experience October 2013 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab November 2012 - September 2013
Charles Schwab February 1997 - November 2012
Education
Regis University 2009 — 2012
Master of Business Administration (MBA), Finance and Accounting
University of Richmond 1992 — 1996
B.S., Psychology
Charles Schwab October 2013 - Present
Charles Schwab November 2012 - September 2013
Charles Schwab February 1997 - November 2012
Education
Regis University 2009 — 2012
Master of Business Administration (MBA), Finance and Accounting
University of Richmond 1992 — 1996
B.S., Psychology
Dave Weisman Dave Weisman's Charles Schwab Experience March 2005 - 2009
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Churchill Management Group October 2014 - Present
Beaumont Financial Partners, LLC 2012 - 2013
Stadion Money Management 2009 - 2012
Charles Schwab March 2005 - 2009
Prudential Investments 2001 - 2005
Nuveen Investments 1997 - 2001
Skills
Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning
Education
Rider University 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Ian Infante's Charles Schwab Experience June 1999 - April 2007
Job Student Services AdvisorValencia College
Industry Education Management
Experience
Valencia College March 2014 - Present
Laurex Tennis and Fitness August 2003 - Present
Nike 1998 - Present
Charles Schwab June 1999 - April 2007
Skills
Personal Training, Sales, Customer Service, Tennis, Tennis Instruction, Sports Performance..., Coaching, Retail Sales, Sports, Career Counseling, Student Affairs, Leadership, Microsoft Office
Education
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Valencia College March 2014 - Present
Laurex Tennis and Fitness August 2003 - Present
Nike 1998 - Present
Charles Schwab June 1999 - April 2007
Skills
Personal Training, Sales, Customer Service, Tennis, Tennis Instruction, Sports Performance..., Coaching, Retail Sales, Sports, Career Counseling, Student Affairs, Leadership, Microsoft Office
Education
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Rollins College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Noel Villajuan, CFP® Noel Villajuan, CFP®'s Charles Schwab Experience 1995 - 2002
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Germaine Gurr Germaine Gurr's Charles Schwab Experience December 1997 - May 1999
Job Vice President & Deputy General Counsel
Industry Law Practice
Experience
Schneider Electric August 2014 - Present
Schneider Electric June 2011 - July 2014
Weil, Gotshal & Manges LLP March 2007 - June 2011
Shearman and Sterling October 2006 - March 2007
Shearman & Sterling LLP May 2005 - August 2005
Sonera 2001 - 2003
Americatel Corp 1999 - 2001
Charles Schwab December 1997 - May 1999
Skills
Corporate Law, Corporate Governance, Mergers, Due Diligence, Joint Ventures, Private Equity, Mergers & Acquisitions, Capital Markets, Intellectual Property, International Law, M&A experience, Securities Regulation, Licensing, Risk Management, Finance, Acquisitions, Corporate Finance
Education
Rollins College
Simmons College
BA, International Business
University of Michigan Law School
JD, Law
Schneider Electric August 2014 - Present
Schneider Electric June 2011 - July 2014
Weil, Gotshal & Manges LLP March 2007 - June 2011
Shearman and Sterling October 2006 - March 2007
Shearman & Sterling LLP May 2005 - August 2005
Sonera 2001 - 2003
Americatel Corp 1999 - 2001
Charles Schwab December 1997 - May 1999
Skills
Corporate Law, Corporate Governance, Mergers, Due Diligence, Joint Ventures, Private Equity, Mergers & Acquisitions, Capital Markets, Intellectual Property, International Law, M&A experience, Securities Regulation, Licensing, Risk Management, Finance, Acquisitions, Corporate Finance
Education
Rollins College
Simmons College
BA, International Business
University of Michigan Law School
JD, Law
Paul Benkendorf Paul Benkendorf's Charles Schwab Experience May 2012 - Present
Job Database Marketing, Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Cricket Communications August 2011 - May 2012
Cricket Communications May 2010 - November 2011
Cricket Communications September 2008 - June 2010
Teletech April 2008 - September 2008
Sprint 2006 - 2008
Sprint/Nextel December 2005 - April 2007
Sprint/Nextel August 2004 - December 2005
NQA April 2001 - April 2003
Skills
SQL, Toad, Business Analysis, Telecommunications, Wireless, Business Intelligence, Data Mining, CRM, Analysis, Operations Management, Coaching, Integration, Training, Customer Retention, Database Admin, Quality Assurance, Team Leadership, Analytics, Customer Experience, PMP, Management, Vendor Management, Requirements Analysis, Software Documentation, Databases, Team Building, Process Improvement, Leadership, Project Management, Cross-functional Team..., Forecasting, Business Process..., Visio
Education
Regis University 2006 — 2009
Accounting
University of Northern Colorado 1998 — 2003
Secondary Education, Social Sciences
Charles Schwab May 2012 - Present
Cricket Communications August 2011 - May 2012
Cricket Communications May 2010 - November 2011
Cricket Communications September 2008 - June 2010
Teletech April 2008 - September 2008
Sprint 2006 - 2008
Sprint/Nextel December 2005 - April 2007
Sprint/Nextel August 2004 - December 2005
NQA April 2001 - April 2003
Skills
SQL, Toad, Business Analysis, Telecommunications, Wireless, Business Intelligence, Data Mining, CRM, Analysis, Operations Management, Coaching, Integration, Training, Customer Retention, Database Admin, Quality Assurance, Team Leadership, Analytics, Customer Experience, PMP, Management, Vendor Management, Requirements Analysis, Software Documentation, Databases, Team Building, Process Improvement, Leadership, Project Management, Cross-functional Team..., Forecasting, Business Process..., Visio
Education
Regis University 2006 — 2009
Accounting
University of Northern Colorado 1998 — 2003
Secondary Education, Social Sciences
Janice Koller Janice Koller's Charles Schwab Experience March 2010 - March 2013
Job Sr. Project Manager at TransUnion
Industry Computer Software
Experience
TransUnion August 2014 - Present
Experian Interactive March 2013 - Present
Charles Schwab March 2010 - March 2013
The Warranty Group October 2004 - March 2010
Golden CO October 2004 - March 2010
Sports Authority May 2003 - October 2004
RE/MAX International May 2001 - May 2003
IQ Navigator August 2000 - May 2001
American Fundware September 1999 - April 2000
Janus Funds May 1998 - September 1999
Skills
SDLC, Quality Assurance, Integration, MS Project, Project Management, Agile Methodologies, Software Documentation, Business Intelligence, Software Development, Testing, PMP, Business Process, Requirements Analysis, Waterfall, PMO, Databases, Management, Analysis, Product Management, Change Management, Microsoft Project
Education
Regis University 1980 — 1984
Business Administration and Management, General
TransUnion August 2014 - Present
Experian Interactive March 2013 - Present
Charles Schwab March 2010 - March 2013
The Warranty Group October 2004 - March 2010
Golden CO October 2004 - March 2010
Sports Authority May 2003 - October 2004
RE/MAX International May 2001 - May 2003
IQ Navigator August 2000 - May 2001
American Fundware September 1999 - April 2000
Janus Funds May 1998 - September 1999
Skills
SDLC, Quality Assurance, Integration, MS Project, Project Management, Agile Methodologies, Software Documentation, Business Intelligence, Software Development, Testing, PMP, Business Process, Requirements Analysis, Waterfall, PMO, Databases, Management, Analysis, Product Management, Change Management, Microsoft Project
Education
Regis University 1980 — 1984
Business Administration and Management, General
Erica Freudenstein's Charles Schwab Experience 1999 - 2006
Job Sole Proprietor at Erica Freudenstein Photography
Industry Photography
Experience
Siegel & Gale November 2002 - Present
Smithsonian Magazine 1999 - Present
Erica Freudenstein Photography May 1992 - Present
Erica Freudenstein Photography January 1989 - Present
Carbone Smolan 1994 - 2007
Charles Schwab 1999 - 2006
GHI Design 1993 - 1994
Education
Rochester Institute of Technology 1984 — 1986
Bachelor of Arts (B.A.), Film/Video and Photographic Arts
The University of the Arts
Bachelor of Fine Arts (BFA)
Siegel & Gale November 2002 - Present
Smithsonian Magazine 1999 - Present
Erica Freudenstein Photography May 1992 - Present
Erica Freudenstein Photography January 1989 - Present
Carbone Smolan 1994 - 2007
Charles Schwab 1999 - 2006
GHI Design 1993 - 1994
Education
Rochester Institute of Technology 1984 — 1986
Bachelor of Arts (B.A.), Film/Video and Photographic Arts
The University of the Arts
Bachelor of Fine Arts (BFA)
Jenny Paulson, QKA Jenny Paulson, QKA's Charles Schwab Experience March 2015 - Present
Job ERISA Compliance Team Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2013 - March 2015
REDW June 2011 - January 2013
Retirement Strategies September 2009 - May 2011
T. Rowe Price June 2000 - September 2009
Skills
ERISA, 401k, Defined Contribution, Profit Sharing, Retirement Plan..., Employee Benefits, Pension Administration, Qualified Retirement..., Benefits Administration, Financial Reporting, Accounting, Mutual Funds, Deferred Compensation
Education
Regis University 2004 — 2006
Bachelor of Science, Accounting
University of Colorado at Colorado Springs 1996 — 2000
BS, Communication
Charles Schwab March 2015 - Present
Charles Schwab January 2013 - March 2015
REDW June 2011 - January 2013
Retirement Strategies September 2009 - May 2011
T. Rowe Price June 2000 - September 2009
Skills
ERISA, 401k, Defined Contribution, Profit Sharing, Retirement Plan..., Employee Benefits, Pension Administration, Qualified Retirement..., Benefits Administration, Financial Reporting, Accounting, Mutual Funds, Deferred Compensation
Education
Regis University 2004 — 2006
Bachelor of Science, Accounting
University of Colorado at Colorado Springs 1996 — 2000
BS, Communication
Lisa (Hwang) Wang's Charles Schwab Experience May 2015 - Present
Job Vice President, Corporate Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Wells Fargo August 2014 - May 2015
Charles Schwab September 2013 - August 2014
Charles Schwab January 2013 - September 2013
Charles Schwab January 2011 - January 2013
Charles Schwab September 2009 - December 2010
Fidelity Investments August 2007 - September 2009
Stout Risius Ross 2001 - 2005
McKinsey & Company 1999 - 2001
Skills
Financial Modeling, Business Strategy, Valuation, Strategy, Competitive Analysis, Financial Analysis, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Rice University 1996 — 1999
BA, cum laude, Mathematical Economic Analysis / Economics
Westwood High School 1992 — 1996
Charles Schwab May 2015 - Present
Wells Fargo August 2014 - May 2015
Charles Schwab September 2013 - August 2014
Charles Schwab January 2013 - September 2013
Charles Schwab January 2011 - January 2013
Charles Schwab September 2009 - December 2010
Fidelity Investments August 2007 - September 2009
Stout Risius Ross 2001 - 2005
McKinsey & Company 1999 - 2001
Skills
Financial Modeling, Business Strategy, Valuation, Strategy, Competitive Analysis, Financial Analysis, Management Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Rice University 1996 — 1999
BA, cum laude, Mathematical Economic Analysis / Economics
Westwood High School 1992 — 1996
Jaclyn Bergin Jaclyn Bergin's Charles Schwab Experience June 2015 - July 2015
Job Advertising and Public Relations Student at Rochester Institute of Technology
Industry Marketing and Advertising
Experience
Dixon Schwabl Advertising August 2015 - Present
Reporter Magazine August 2014 - Present
Advantage Federal Credit Union November 2012 - Present
Charles Schwab June 2015 - July 2015
Memorial Art Gallery November 2013 - August 2014
Rochester Institute of Technology May 2013 - June 2014
Skills
Public Relations, Social Media, Event Planning, Customer Service, Communication, Advertising, Marketing Communications, Coordination, Organization, Microsoft Office, Banking, Mac OS, Public Speaking, Event Management, Leadership, Sales, Marketing, FSP, CRM, Microsoft Word, Facebook, Credit, Social Media Marketing, Corporate Communications, Media Relations, Outlook, OnBase, Project Management
Education
Rochester Institute of Technology 2012 — 2016
Bachelor's Degree, Advertising and Public Relations, Journalism
Webster Schroeder High School 2008 — 2012
High School, Magnum Cum Laude
Dixon Schwabl Advertising August 2015 - Present
Reporter Magazine August 2014 - Present
Advantage Federal Credit Union November 2012 - Present
Charles Schwab June 2015 - July 2015
Memorial Art Gallery November 2013 - August 2014
Rochester Institute of Technology May 2013 - June 2014
Skills
Public Relations, Social Media, Event Planning, Customer Service, Communication, Advertising, Marketing Communications, Coordination, Organization, Microsoft Office, Banking, Mac OS, Public Speaking, Event Management, Leadership, Sales, Marketing, FSP, CRM, Microsoft Word, Facebook, Credit, Social Media Marketing, Corporate Communications, Media Relations, Outlook, OnBase, Project Management
Education
Rochester Institute of Technology 2012 — 2016
Bachelor's Degree, Advertising and Public Relations, Journalism
Webster Schroeder High School 2008 — 2012
High School, Magnum Cum Laude
Tony Greco, M.S.'s Charles Schwab Experience 1999 - 2000
Job Senior Systems Manager
Industry Information Technology and Services
Experience
RKC March 2014 - Present
CFFHC June 2013 - March 2014
Walt Disney Parks and Resorts Online May 2012 - June 2013
tekGIANTS, Inc. January 2000 - January 2012
Charles Schwab 1999 - 2000
Skills
Cloud Computing, Integration, Product Development, Enterprise Software, Leadership, Strategic Planning, Start-ups, Management, Project Management, Entrepreneurship, Virtualization, Networking, Marketing Strategy, IT Operations Management, Systems Administrator, E-commerce, SaaS, Unix, Negotiation, VMware, VMware ESX, VMware Infrastructure, Citrix, New Business Development, Servers
Education
Regis University 2003 — 2005
M.S., Computer Information Technologies
University of Central Florida 1995 — 1999
B.A., Legal Studies
RKC March 2014 - Present
CFFHC June 2013 - March 2014
Walt Disney Parks and Resorts Online May 2012 - June 2013
tekGIANTS, Inc. January 2000 - January 2012
Charles Schwab 1999 - 2000
Skills
Cloud Computing, Integration, Product Development, Enterprise Software, Leadership, Strategic Planning, Start-ups, Management, Project Management, Entrepreneurship, Virtualization, Networking, Marketing Strategy, IT Operations Management, Systems Administrator, E-commerce, SaaS, Unix, Negotiation, VMware, VMware ESX, VMware Infrastructure, Citrix, New Business Development, Servers
Education
Regis University 2003 — 2005
M.S., Computer Information Technologies
University of Central Florida 1995 — 1999
B.A., Legal Studies
Stephan Gater, MBA Stephan Gater, MBA's Charles Schwab Experience November 2007 - Present
Job Grant Specialist at Schwab Charitable
Industry Financial Services
Experience
Schwab Charitable November 2014 - Present
Charles Schwab November 2007 - Present
Fiserv Investment Support Services May 2006 - November 2007
Skills
Customer Service, Banking, Outlook, Strategic Planning, Microsoft Excel, Community Outreach, Singing, Back Office, Account Reconciliation, Training Delivery, Youth Mentoring, Leadership Development, Non-profit Volunteer, Microsoft Office, Outstanding..., Bloomberg, Financial Risk, Interviews, Project Management, Quality Assurance, Risk Assessment, Social Media, Procedure Development, Procedure Review, Financial Services, Event Planning, Public Relations, Philanthropy, Diversity & Inclusion, Diversity Program..., Alumni Relations, Business Process..., Team Building, Change Management, PowerPoint, Leadership, Mutual Funds, Program Management, Analysis, Research
Education
Regis University 2010 — 2011
Master of Business Administration (M.B.A.), Strategic Management
Tuskegee University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
George Washinton High School 1998 — 2001
Diploma, Computer Magnet Program
Schwab Charitable November 2014 - Present
Charles Schwab November 2007 - Present
Fiserv Investment Support Services May 2006 - November 2007
Skills
Customer Service, Banking, Outlook, Strategic Planning, Microsoft Excel, Community Outreach, Singing, Back Office, Account Reconciliation, Training Delivery, Youth Mentoring, Leadership Development, Non-profit Volunteer, Microsoft Office, Outstanding..., Bloomberg, Financial Risk, Interviews, Project Management, Quality Assurance, Risk Assessment, Social Media, Procedure Development, Procedure Review, Financial Services, Event Planning, Public Relations, Philanthropy, Diversity & Inclusion, Diversity Program..., Alumni Relations, Business Process..., Team Building, Change Management, PowerPoint, Leadership, Mutual Funds, Program Management, Analysis, Research
Education
Regis University 2010 — 2011
Master of Business Administration (M.B.A.), Strategic Management
Tuskegee University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
George Washinton High School 1998 — 2001
Diploma, Computer Magnet Program
Stephanie Tharpe Bennett Stephanie Tharpe Bennett's Charles Schwab Experience 2005 - 2007
Job Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management 2012 - Present
Barclays 2009 - 2012
Charles Schwab 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Series 7, Series 63, Series 66, Series 31, Series 55
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Rice University
Bachelor of Arts (B.A.), Biology
Toigo
Bernstein Private Wealth Management 2012 - Present
Barclays 2009 - 2012
Charles Schwab 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Series 7, Series 63, Series 66, Series 31, Series 55
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
Rice University
Bachelor of Arts (B.A.), Biology
Toigo
Willson Chip Moore's Charles Schwab Experience May 2007 - July 2015
Job ResultsOriented Consultant Relations & Business Development Professional
Industry Financial Services
Experience
Charles Schwab May 2007 - July 2015
Charles Schwab March 2005 - May 2007
Pacific Portfolio Consulting LLP January 2004 - March 2005
Charles Schwab February 1998 - December 2003
Aetna April 1992 - February 1998
Skills
Financial Advisory, Retirement Planning, Team Building, Series 7, 401k, Series 63, Relationship Management, Sales Management, Institutional Relations, Strategy, Investment Advisory
Education
Ripon College
Bachelor of Science
Charles Schwab May 2007 - July 2015
Charles Schwab March 2005 - May 2007
Pacific Portfolio Consulting LLP January 2004 - March 2005
Charles Schwab February 1998 - December 2003
Aetna April 1992 - February 1998
Skills
Financial Advisory, Retirement Planning, Team Building, Series 7, 401k, Series 63, Relationship Management, Sales Management, Institutional Relations, Strategy, Investment Advisory
Education
Ripon College
Bachelor of Science
Charles Hayes's Charles Schwab Experience February 2013 - December 2013
Job Lead Software Engineer at Colorado Interactive
Industry Information Technology and Services
Experience
Colorado Interactive August 2014 - Present
Charter Communications February 2014 - August 2014
Charles Schwab February 2013 - December 2013
McKesson July 2010 - February 2013
McKesson April 2009 - July 2010
Charles Schwab February 2008 - February 2009
InfoTrust Group August 2007 - January 2008
Electronic Data Systems March 2005 - August 2007
Sun Microsystems July 2002 - March 2005
Sun Microsystems July 1999 - July 2002
Skills
Agile Methodologies, SQL, XML, Oracle, Java, Service Oriented..., Web Services, JMS, Continuous Integration, Weblogic, Java Enterprise Edition, Software Design, SDLC, JUnit, Scrum, Web Applications
Education
Regis University 2000 — 2002
Colorado Interactive August 2014 - Present
Charter Communications February 2014 - August 2014
Charles Schwab February 2013 - December 2013
McKesson July 2010 - February 2013
McKesson April 2009 - July 2010
Charles Schwab February 2008 - February 2009
InfoTrust Group August 2007 - January 2008
Electronic Data Systems March 2005 - August 2007
Sun Microsystems July 2002 - March 2005
Sun Microsystems July 1999 - July 2002
Skills
Agile Methodologies, SQL, XML, Oracle, Java, Service Oriented..., Web Services, JMS, Continuous Integration, Weblogic, Java Enterprise Edition, Software Design, SDLC, JUnit, Scrum, Web Applications
Education
Regis University 2000 — 2002
Matt Parkin, MBA's Charles Schwab Experience October 2013 - November 2014
Job Vice President Financial Advisor
Industry Investment Management
Experience
Personal Capital January 2015 - Present
Charles Schwab October 2013 - November 2014
Charles Schwab November 2012 - October 2013
Charles Schwab May 2008 - December 2012
Wells Fargo February 2006 - May 2008
Stonecreek Funding Corporation October 2004 - May 2005
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Fixed Income, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Asset Management, Series 66, Life Insurance
Education
Regis University 2006 — 2009
MBA, Finance and Accounting
University of Denver - Daniels College of Business 1999 — 2003
BS BA, Business Managment
Personal Capital January 2015 - Present
Charles Schwab October 2013 - November 2014
Charles Schwab November 2012 - October 2013
Charles Schwab May 2008 - December 2012
Wells Fargo February 2006 - May 2008
Stonecreek Funding Corporation October 2004 - May 2005
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Fixed Income, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Asset Management, Series 66, Life Insurance
Education
Regis University 2006 — 2009
MBA, Finance and Accounting
University of Denver - Daniels College of Business 1999 — 2003
BS BA, Business Managment
Timothy Taporco Timothy Taporco's Charles Schwab Experience December 2012 - July 2015
Job Business Analyst at Salesforce
Industry Information Technology and Services
Experience
Charles Schwab December 2012 - July 2015
SE Solutions Inc February 2012 - August 2012
Deloitte Consulting June 2011 - January 2012
Lockheed Martin August 2010 - April 2011
Lockheed Martin June 2008 - August 2010
Lockheed Martin May 2007 - June 2008
Skills
Data Analysis, Business Intelligence, ETL, Enterprise Architecture, System Testing, Business Analysis, Access, End-to-end Testing, SharePoint, VBA, MS Excel Pivot Tables, Excel Pivot, System Integration..., Quality Assurance, Oracle SQL, DoDAF, MS Integration Services, ETL Tools, White Box Testing, Black Box Testing, T-SQL, Business Strategy, Oracle, SSIS, Report Writing, Cross-functional..., Financial Services, Bloomberg Terminal, Executive Presentation..., R, Microsoft SQL Server, Program Management, Visio, Databases
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2010
MSM, Management Information Systems
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2007
Decision Support Systems, Business Information Technology - Decision Support Systems
Charles Schwab December 2012 - July 2015
SE Solutions Inc February 2012 - August 2012
Deloitte Consulting June 2011 - January 2012
Lockheed Martin August 2010 - April 2011
Lockheed Martin June 2008 - August 2010
Lockheed Martin May 2007 - June 2008
Skills
Data Analysis, Business Intelligence, ETL, Enterprise Architecture, System Testing, Business Analysis, Access, End-to-end Testing, SharePoint, VBA, MS Excel Pivot Tables, Excel Pivot, System Integration..., Quality Assurance, Oracle SQL, DoDAF, MS Integration Services, ETL Tools, White Box Testing, Black Box Testing, T-SQL, Business Strategy, Oracle, SSIS, Report Writing, Cross-functional..., Financial Services, Bloomberg Terminal, Executive Presentation..., R, Microsoft SQL Server, Program Management, Visio, Databases
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2008 — 2010
MSM, Management Information Systems
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2007
Decision Support Systems, Business Information Technology - Decision Support Systems
Jeff Lellahi's Charles Schwab Experience June 2012 - March 2015
Job Trader at Institutional Cash Distributors
Industry Financial Services
Experience
Institutional Cash Distributors March 2015 - Present
Charles Schwab June 2012 - March 2015
BNY Mellon September 2009 - April 2012
Morgan Stanley January 2009 - September 2009
Lehman Brothers September 2006 - September 2008
Skills
Fixed Income, Equities, Derivatives, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Bonds, Bloomberg Terminal, Options, Valuation, Financial Modeling, Credit Derivatives, Capital Markets, Municipal Bonds, Account Reconciliation, Master Data Management, Series 7, Asset Allocation, Swaps, Trading, Series 63, Interest Rate..., Trading Systems, Risk Management
Education
Roger Williams University 2002 — 2006
BS, Business Administration
Institutional Cash Distributors March 2015 - Present
Charles Schwab June 2012 - March 2015
BNY Mellon September 2009 - April 2012
Morgan Stanley January 2009 - September 2009
Lehman Brothers September 2006 - September 2008
Skills
Fixed Income, Equities, Derivatives, Securities, Mutual Funds, Corporate Actions, Alternative Investments, Bonds, Bloomberg Terminal, Options, Valuation, Financial Modeling, Credit Derivatives, Capital Markets, Municipal Bonds, Account Reconciliation, Master Data Management, Series 7, Asset Allocation, Swaps, Trading, Series 63, Interest Rate..., Trading Systems, Risk Management
Education
Roger Williams University 2002 — 2006
BS, Business Administration
Michele Pimentel's Charles Schwab Experience January 1988 - March 1988
Job Operations and Administrative Assist./Trader at Van Liew Trust Company
Industry Investment Management
Experience
Van Liew Trust Company April 1994 - Present
Prudential Bache Securities March 1988 - April 1989
Charles Schwab January 1988 - March 1988
First Bristol County National Bank January 1984 - January 1988
Citizens Bank 1982 - 1984
Skills
Human Resources, PeopleSoft, Accounting, Accounts Receivable, Office Management, Customer Service, Public Relations, Public Speaking, Strategic Planning, Event Planning, Microsoft Office, Team Building, Management, Community Outreach, Microsoft Word, Leadership, Nonprofits, Budgets, Event Management, Administrative..., Microsoft Excel, Travel Arrangements, Volunteer Management, Social Media, Research, Social Networking, Fundraising, Marketing, Account Management, Coaching, Account Reconciliation, PowerPoint
Education
Rivier College
Van Liew Trust Company April 1994 - Present
Prudential Bache Securities March 1988 - April 1989
Charles Schwab January 1988 - March 1988
First Bristol County National Bank January 1984 - January 1988
Citizens Bank 1982 - 1984
Skills
Human Resources, PeopleSoft, Accounting, Accounts Receivable, Office Management, Customer Service, Public Relations, Public Speaking, Strategic Planning, Event Planning, Microsoft Office, Team Building, Management, Community Outreach, Microsoft Word, Leadership, Nonprofits, Budgets, Event Management, Administrative..., Microsoft Excel, Travel Arrangements, Volunteer Management, Social Media, Research, Social Networking, Fundraising, Marketing, Account Management, Coaching, Account Reconciliation, PowerPoint
Education
Rivier College
Stephen Borostyan's Charles Schwab Experience April 2000 - November 2002
Job
Industry Online Media
Experience
Carquinez Holdings Corporation February 2014 - Present
PLoS 2004 - May 2013
SMB Consulting 2003 - 2004
Charles Schwab April 2000 - November 2002
Charles Schwab July 1997 - April 2000
General Chemical December 1993 - July 1997
Xerox June 1984 - December 1993
Skills
Management, Project Management, Leadership, Accounting, Financial Services, Start-ups, Financial Modeling, Corporate Finance, Forecasting, Business Strategy, Strategic Planning, Due Diligence, Financial Reporting, Business Planning, Budget, Budgets, Strategy, Financial Analysis, Business Analysis, Analysis, Business Process...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1993
MBA, Finance/Economics
Rochester Institute of Technology 1985 — 1989
BS, Finance/Economics
Carquinez Holdings Corporation February 2014 - Present
PLoS 2004 - May 2013
SMB Consulting 2003 - 2004
Charles Schwab April 2000 - November 2002
Charles Schwab July 1997 - April 2000
General Chemical December 1993 - July 1997
Xerox June 1984 - December 1993
Skills
Management, Project Management, Leadership, Accounting, Financial Services, Start-ups, Financial Modeling, Corporate Finance, Forecasting, Business Strategy, Strategic Planning, Due Diligence, Financial Reporting, Business Planning, Budget, Budgets, Strategy, Financial Analysis, Business Analysis, Analysis, Business Process...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1993
MBA, Finance/Economics
Rochester Institute of Technology 1985 — 1989
BS, Finance/Economics
Suzanne Matson, MA, PHR, LPC,'s Charles Schwab Experience September 1995 - April 2002
Job Human Resources Business Consultant at Mercer
Industry Human Resources
Experience
Mercer October 2015 - Present
Mountain Community Counseling Associates May 2003 - Present
Pastoral Connections Counseling Ministries, Inc. May 2003 - Present
Villanova University January 2012 - October 2015
Matson Practice Management & Consulting, LLC November 2006 - September 2015
Denver Seminary January 2010 - August 2012
Denver Seminary January 2010 - March 2012
Conifer Veterinary Hospital & Platte Canyon Animal Hospital November 2006 - August 2009
Charles Schwab September 1995 - April 2002
Skills
Assessment and..., Psychological Assessment, Career Assessment, Budget Planning and..., Business Counseling and..., Business Process Design, Business Process..., Compliance Legal and..., Counseling Psychology, Curriculum Design, E-Learning, Employment Law, Event Management, Human Resurces Audit, Human Resource..., Higher Education..., Knowledge Management, Organizational Design..., Organizational Needs..., Organizational Training..., Performance Appraisal..., Performance Metrics..., Project Management w/ROI, MS Office Intermediate..., ROI and Cost Benefit..., Self Managed Employee..., Six Sigma for Business..., Six Sigma for Human..., Strategic Workforce..., Talent Management, Team Building, Human Resource..., Psychotherapy, Human Resources, Workforce Planning, Coaching, Employee Training, Public Speaking, Management, Budgets, Leadership, Project Management
Education
Villanova University 2012 — 2014
Master of Science in Human Resource Development, Human Resource Development, 3.94
Denver Seminary 1998 — 2003
MA, Master of Arts in Community Counseling Psychology & Pastoral Care with Honors, 3.75
Regis University 1992 — 1992
MBA Studies, 3.8
University of Colorado at Boulder 1987 — 1990
Bachelor of Arts, Political Science w/ Emphasis in Business and Finance, 3.0
Mercer October 2015 - Present
Mountain Community Counseling Associates May 2003 - Present
Pastoral Connections Counseling Ministries, Inc. May 2003 - Present
Villanova University January 2012 - October 2015
Matson Practice Management & Consulting, LLC November 2006 - September 2015
Denver Seminary January 2010 - August 2012
Denver Seminary January 2010 - March 2012
Conifer Veterinary Hospital & Platte Canyon Animal Hospital November 2006 - August 2009
Charles Schwab September 1995 - April 2002
Skills
Assessment and..., Psychological Assessment, Career Assessment, Budget Planning and..., Business Counseling and..., Business Process Design, Business Process..., Compliance Legal and..., Counseling Psychology, Curriculum Design, E-Learning, Employment Law, Event Management, Human Resurces Audit, Human Resource..., Higher Education..., Knowledge Management, Organizational Design..., Organizational Needs..., Organizational Training..., Performance Appraisal..., Performance Metrics..., Project Management w/ROI, MS Office Intermediate..., ROI and Cost Benefit..., Self Managed Employee..., Six Sigma for Business..., Six Sigma for Human..., Strategic Workforce..., Talent Management, Team Building, Human Resource..., Psychotherapy, Human Resources, Workforce Planning, Coaching, Employee Training, Public Speaking, Management, Budgets, Leadership, Project Management
Education
Villanova University 2012 — 2014
Master of Science in Human Resource Development, Human Resource Development, 3.94
Denver Seminary 1998 — 2003
MA, Master of Arts in Community Counseling Psychology & Pastoral Care with Honors, 3.75
Regis University 1992 — 1992
MBA Studies, 3.8
University of Colorado at Boulder 1987 — 1990
Bachelor of Arts, Political Science w/ Emphasis in Business and Finance, 3.0
Paul Worthington Paul Worthington's Charles Schwab Experience August 2014 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab June 2014 - August 2014
Reason Business Group, LLC February 2009 - June 2014
Hewlett-Packard August 2004 - December 2008
Evolving Systems, Inc. July 1994 - May 2004
Martin Marietta April 1990 - July 1994
Skills
Software Engineering, Software Development, Presentations, Presentation Coaching, PowerPoint, IT Service Management, ITIL, IT Strategy, IT Management, Service Management, Solution Architecture, Service Delivery, Incident Management, Unix, IT Operations, Business Process, Integration, System Administration, Strategy, Management, Enterprise Architecture
Education
Southeastern Louisiana University 1983 — 1987
Bachelor of Arts (B.A.), Psychology, cum laude
Regis University
Master of Science (M.S.), Software Engineering - in progress
Charles Schwab August 2014 - Present
Charles Schwab June 2014 - August 2014
Reason Business Group, LLC February 2009 - June 2014
Hewlett-Packard August 2004 - December 2008
Evolving Systems, Inc. July 1994 - May 2004
Martin Marietta April 1990 - July 1994
Skills
Software Engineering, Software Development, Presentations, Presentation Coaching, PowerPoint, IT Service Management, ITIL, IT Strategy, IT Management, Service Management, Solution Architecture, Service Delivery, Incident Management, Unix, IT Operations, Business Process, Integration, System Administration, Strategy, Management, Enterprise Architecture
Education
Southeastern Louisiana University 1983 — 1987
Bachelor of Arts (B.A.), Psychology, cum laude
Regis University
Master of Science (M.S.), Software Engineering - in progress
Kathryn Harmon-Gmehlin Kathryn Harmon-Gmehlin's Charles Schwab Experience September 1996 - May 1998
Job Instructional Designer/Developer at Arizona State Dept of Economic Security (DBME/FAA)
Industry E-Learning
Experience
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Jonathan Schaub Jonathan Schaub's Charles Schwab Experience 1999 - 2000
Job Sr. Compliance Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group March 2005 - Present
Bank One 2003 - 2005
ING 2000 - 2002
Charles Schwab 1999 - 2000
Skills
FINRA, Series 24, Series 7, Compliance, Risk Management
Education
Western International University 2006 — 2009
MBA, Management
Robert Morris University 1992 — 1997
Bachelors, Business Administration
AIG Advisor Group March 2005 - Present
Bank One 2003 - 2005
ING 2000 - 2002
Charles Schwab 1999 - 2000
Skills
FINRA, Series 24, Series 7, Compliance, Risk Management
Education
Western International University 2006 — 2009
MBA, Management
Robert Morris University 1992 — 1997
Bachelors, Business Administration
Henry Farmer Henry Farmer's Charles Schwab Experience August 2003 - Present
Job Director Fixed Income Sales at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2003 - Present
Skills
Sales, Fixed Income, Relationship Management, Investments, Bonds, Securities
Education
Roger Williams University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering Technology
Charles Schwab August 2003 - Present
Skills
Sales, Fixed Income, Relationship Management, Investments, Bonds, Securities
Education
Roger Williams University 1986 — 1990
Bachelor of Science (BS), Electrical Engineering Technology
Nicholas Erpelding Nicholas Erpelding's Charles Schwab Experience October 1998 - March 2012
Job Team Leader at NorthStar Securities, LLC
Industry Real Estate
Experience
NorthStar Securities, LLC March 2012 - Present
Charles Schwab October 1998 - March 2012
Skills
Series 7, Series 66, Series 63, Series 9, Series 10, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Fixed Annuities, FINRA, Series 24
Education
Regis University 2001 — 2016
Business Administration and Management, General
NorthStar Securities, LLC March 2012 - Present
Charles Schwab October 1998 - March 2012
Skills
Series 7, Series 66, Series 63, Series 9, Series 10, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Fixed Annuities, FINRA, Series 24
Education
Regis University 2001 — 2016
Business Administration and Management, General
Jason Ford Jason Ford's Charles Schwab Experience 1999 - 2001
Job Board Member at Boys and Girls Clubs of Greater Scottsdale
Industry Insurance
Experience
BizLien.com May 2011 - Present
Surety Placement Services, LLC May 2002 - Present
Kelly's at SouthBridge May 2012 - Present
Entrepreneurs’ Organization 2011 - 2011
Scottsdale Active 20-30 Club 2002 - 2009
Charles Schwab 1999 - 2001
Skills
Bonds, Management, Contract Negotiation, Property & Casualty..., Commercial Insurance, Surety, Surety Bonds, Brokers, Construction, Sales Management, Insurance, Marketing Strategy, Underwriting, Customer Service, Account Management, Small Business, Professional Liability, New Business Development, Sales, Commercial Lines, Marketing
Education
Regis University
BizLien.com May 2011 - Present
Surety Placement Services, LLC May 2002 - Present
Kelly's at SouthBridge May 2012 - Present
Entrepreneurs’ Organization 2011 - 2011
Scottsdale Active 20-30 Club 2002 - 2009
Charles Schwab 1999 - 2001
Skills
Bonds, Management, Contract Negotiation, Property & Casualty..., Commercial Insurance, Surety, Surety Bonds, Brokers, Construction, Sales Management, Insurance, Marketing Strategy, Underwriting, Customer Service, Account Management, Small Business, Professional Liability, New Business Development, Sales, Commercial Lines, Marketing
Education
Regis University
Gage Gilham Gage Gilham's Charles Schwab Experience October 1989 - Present
Job Vice President, Independent Branch Services, Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab October 1989 - Present
Skills
Financial Services, Investments, Investment Advisory, Wealth Management, Leadership, Management, Series 8, Series 7
Education
Regis University
Master of Business Administration (MBA), Business Administration and Management, General
Charles Schwab October 1989 - Present
Skills
Financial Services, Investments, Investment Advisory, Wealth Management, Leadership, Management, Series 8, Series 7
Education
Regis University
Master of Business Administration (MBA), Business Administration and Management, General
Sean Burgess Sean Burgess's Charles Schwab Experience January 2012 - Present
Job Software Application Engineer at Charles Schwab and Company, Inc
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Littleton Hockey 2007 - 2014
Charles Schwab and Company, Inc February 2008 - December 2011
IBM Global Services October 2006 - November 2007
IBM Global Services January 2001 - October 2006
Galileo International August 2000 - January 2001
Galileo International October 1996 - August 2000
Skills
WebSphere Application..., WebLogic, Apache, Tomcat, SSL, TCP/IP, DNS, Identity Management, Weblogic, Linux, Web Services, Ant, Testing, Enterprise Software, Software Documentation, IIS, Weblogic Administration, Troubleshooting, Integration, Servers, .NET, ClearCase, Shell Scripting, Unix, Websphere, SQL
Education
Regis University 1994 — 1996
MS, CIS
University of Colorado at Boulder 1982 — 1986
BS, Finance
Charles Schwab January 2012 - Present
Littleton Hockey 2007 - 2014
Charles Schwab and Company, Inc February 2008 - December 2011
IBM Global Services October 2006 - November 2007
IBM Global Services January 2001 - October 2006
Galileo International August 2000 - January 2001
Galileo International October 1996 - August 2000
Skills
WebSphere Application..., WebLogic, Apache, Tomcat, SSL, TCP/IP, DNS, Identity Management, Weblogic, Linux, Web Services, Ant, Testing, Enterprise Software, Software Documentation, IIS, Weblogic Administration, Troubleshooting, Integration, Servers, .NET, ClearCase, Shell Scripting, Unix, Websphere, SQL
Education
Regis University 1994 — 1996
MS, CIS
University of Colorado at Boulder 1982 — 1986
BS, Finance
Cory Tan's Charles Schwab Experience 2008 - 2010
Job Principal UX Designer at Intuit
Industry Design
Experience
Intuit April 2015 - Present
Interactive Design Consultant 2000 - Present
Intuit/Demandforce 2011 - April 2015
Shutterfly 2010 - 2011
Charles Schwab 2008 - 2010
Franklin Templeton Investments 2006 - 2008
FriendFinder Networks, Inc. 2005 - 2005
Computer Associates, Inc/Niku 2003 - 2005
NBC Internet 2000 - 2001
Skills
User Experience, Interaction Design, User Interface Design, Visual Design, Web Design, Art Direction, Creative Direction, Usability, Mobile Design, Concept Development, Graphic Design, Logo Design, User Experience Design, User Interface, Mobile Applications, Wireframes, Corporate Branding, Corporate Identity, Graphics, Information Architecture, Usability Design, Email Marketing, Flash, Dreamweaver, Experience Design, Usability Engineering, UI Design, InDesign, Illustrator, CSS, Web Development, Usability Testing, User-centered Design
Education
Rochester Institute of Technology
MFA, Design
Yale School of Management
Executive Education
Stanford University
Human-Computer Interaction Course
Google Analytics Academy
Certificate, Google Analytics Platform Principles
San Francisco State University
BA, Design
Intuit April 2015 - Present
Interactive Design Consultant 2000 - Present
Intuit/Demandforce 2011 - April 2015
Shutterfly 2010 - 2011
Charles Schwab 2008 - 2010
Franklin Templeton Investments 2006 - 2008
FriendFinder Networks, Inc. 2005 - 2005
Computer Associates, Inc/Niku 2003 - 2005
NBC Internet 2000 - 2001
Skills
User Experience, Interaction Design, User Interface Design, Visual Design, Web Design, Art Direction, Creative Direction, Usability, Mobile Design, Concept Development, Graphic Design, Logo Design, User Experience Design, User Interface, Mobile Applications, Wireframes, Corporate Branding, Corporate Identity, Graphics, Information Architecture, Usability Design, Email Marketing, Flash, Dreamweaver, Experience Design, Usability Engineering, UI Design, InDesign, Illustrator, CSS, Web Development, Usability Testing, User-centered Design
Education
Rochester Institute of Technology
MFA, Design
Yale School of Management
Executive Education
Stanford University
Human-Computer Interaction Course
Google Analytics Academy
Certificate, Google Analytics Platform Principles
San Francisco State University
BA, Design
Matt Bauer, CFA's Charles Schwab Experience January 2011 - March 2012
Job
Industry Research
Experience
Ned Davis Research, Inc. April 2012 - Present
Charles Schwab January 2011 - March 2012
Charles Schwab May 2006 - December 2010
Charles Schwab June 2001 - May 2006
Charles Schwab September 1999 - June 2001
Georgia-Pacific LLC May 1998 - September 1999
Education
Regis University
BS, Finance
Ned Davis Research, Inc. April 2012 - Present
Charles Schwab January 2011 - March 2012
Charles Schwab May 2006 - December 2010
Charles Schwab June 2001 - May 2006
Charles Schwab September 1999 - June 2001
Georgia-Pacific LLC May 1998 - September 1999
Education
Regis University
BS, Finance
Jerry Glynn's Charles Schwab Experience 1992 - 1994
Job Senior Executive IT Transformation Through Vision, Clarity, Execution
Industry Information Technology and Services
Experience
ChaosMap December 2006 - Present
American Century Investments 2000 - 2007
American Century Investments 1997 - 2000
Charles Schwab & Co. 1994 - 1997
Charles Schwab 1992 - 1994
Security Pacific National Bank (Bank of America) 1988 - 1992
Skills
IT Management, Start-ups, Program Management, Strategy, Vendor Management, Project Management, Strategic Planning, Business Analysis, Enterprise Software, Process Improvement, Business Intelligence, CRM, IT Strategy, IT Service Management, Leadership, SDLC, E-commerce, Integration, Management, Outsourcing, Competitive Analysis, Business Strategy, Analytics, Consulting, Analysis, Executive Management, SEO, ITIL, Software Development, Product Development, Digital Marketing, Agile Methodologies, Integrated Marketing, SaaS, Lead Generation, Marketing, Governance, Financial Services, Cloud Computing, Business Process..., Product Management, Business Process, Management Consulting, Strategic Partnerships, Enterprise Architecture
Education
Regis University 1980 — 1985
BS
ChaosMap December 2006 - Present
American Century Investments 2000 - 2007
American Century Investments 1997 - 2000
Charles Schwab & Co. 1994 - 1997
Charles Schwab 1992 - 1994
Security Pacific National Bank (Bank of America) 1988 - 1992
Skills
IT Management, Start-ups, Program Management, Strategy, Vendor Management, Project Management, Strategic Planning, Business Analysis, Enterprise Software, Process Improvement, Business Intelligence, CRM, IT Strategy, IT Service Management, Leadership, SDLC, E-commerce, Integration, Management, Outsourcing, Competitive Analysis, Business Strategy, Analytics, Consulting, Analysis, Executive Management, SEO, ITIL, Software Development, Product Development, Digital Marketing, Agile Methodologies, Integrated Marketing, SaaS, Lead Generation, Marketing, Governance, Financial Services, Cloud Computing, Business Process..., Product Management, Business Process, Management Consulting, Strategic Partnerships, Enterprise Architecture
Education
Regis University 1980 — 1985
BS
Andrew Klager's Charles Schwab Experience September 1999 - October 2008
Job Senior Software Designer at Caringo, Inc.
Industry Computer Software
Experience
Caringo, Inc. February 2011 - Present
Algebraix Data Corporation May 2010 - February 2011
Blue Coat Systems October 2008 - May 2010
Charles Schwab September 1999 - October 2008
Skills
Software Engineering, SQL, C++, Agile Methodologies, Network Programming, Debugging, Software Development, Linux, Subversion, C#, REST, Python, Cloud Computing, Distributed Systems, XML
Education
Rice University 1997 — 1999
Physics
The University of Texas at Austin 1992 — 1997
BSEE
Caringo, Inc. February 2011 - Present
Algebraix Data Corporation May 2010 - February 2011
Blue Coat Systems October 2008 - May 2010
Charles Schwab September 1999 - October 2008
Skills
Software Engineering, SQL, C++, Agile Methodologies, Network Programming, Debugging, Software Development, Linux, Subversion, C#, REST, Python, Cloud Computing, Distributed Systems, XML
Education
Rice University 1997 — 1999
Physics
The University of Texas at Austin 1992 — 1997
BSEE
Jeff Flynn's Charles Schwab Experience February 2013 - Present
Job Sr Manager Advisor Services Fixed Income at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Skills
Trading, Series 7, Bonds, Fixed Income, Options, Series 63, Equities, Investments, Technical Analysis, Securities, Investment Advisory, Financial Services, Risk Management, Management
Education
University of Denver 2014 — 2014
Regis University 1993 — 1997
BS, Business and Economics
Charles Schwab February 2013 - Present
Skills
Trading, Series 7, Bonds, Fixed Income, Options, Series 63, Equities, Investments, Technical Analysis, Securities, Investment Advisory, Financial Services, Risk Management, Management
Education
University of Denver 2014 — 2014
Regis University 1993 — 1997
BS, Business and Economics
Milton Balbuena's Charles Schwab Experience 2000 - 2002
Job CEO at Blue Hall Capital, LLC
Industry Financial Services
Experience
Blue Hall Capital, LLC March 2013 - Present
Contango Capital Advisors 2004 - 2011
Charles Schwab 2000 - 2002
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
University of California, Berkeley, Haas School of Business
Blue Hall Capital, LLC March 2013 - Present
Contango Capital Advisors 2004 - 2011
Charles Schwab 2000 - 2002
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
University of California, Berkeley, Haas School of Business
Matthew Heilmer's Charles Schwab Experience July 2008 - September 2010
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Diana Oleson's Charles Schwab Experience June 2000 - Present
Job Security Master Operations Manager
Industry Financial Services
Experience
Charles Schwab June 2000 - Present
Prudential Securities New York, NY December 1997 - November 1999
Skills
Process Improvement, Risk Management, Vendor Management, Management, Business Analysis, Workflow, Team Leadership, Operational Risk..., Financial Services, Investments, SDLC, Business Requirements, Release Management, SharePoint...
Education
University of California, Riverside 1995 — 1997
BS, Business Administration
Regis University
Master of Business Administration (M.B.A.), Operations Management
Charles Schwab June 2000 - Present
Prudential Securities New York, NY December 1997 - November 1999
Skills
Process Improvement, Risk Management, Vendor Management, Management, Business Analysis, Workflow, Team Leadership, Operational Risk..., Financial Services, Investments, SDLC, Business Requirements, Release Management, SharePoint...
Education
University of California, Riverside 1995 — 1997
BS, Business Administration
Regis University
Master of Business Administration (M.B.A.), Operations Management
Rumi Kuli's Charles Schwab Experience September 2011 - Present
Job Managing Director
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
optionsXpress International, Inc. 2012 - Present
optionsXpress Singapore Pte. Ltd. 2012 - Present
optionsXpress Australia Pty Limited 2012 - Present
Investment Educators Asia Pte. Ltd. 2012 - Present
Investment Educators Hong Kong Pte. Ltd. 2012 - Present
optionsXpress January 2008 - Present
optionsXpress April 2006 - January 2008
optionsXpress November 2001 - April 2006
TD Waterhouse 2000 - 2001
Skills
Series 7, Series 24, Series 63, Series 4, Securities, New Business Development, Business Strategy, Strategic Partnerships, Options, Investments, Global Business..., Global Strategy, Global Management, International..., Spread Trading, Business Process..., Channel Partners, FINRA, Derivatives, Financial Services, Trading, Mutual Funds, Electronic Trading, Trading Systems, Equities, Financial Markets
Education
University of Iowa College of Law 1997 — 2000
Doctor of Law (J.D.)
Ripon College 1993 — 1997
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 1996 — 1996
Certificate
Lake Forest Academy 1990 — 1993
Charles Schwab September 2011 - Present
optionsXpress International, Inc. 2012 - Present
optionsXpress Singapore Pte. Ltd. 2012 - Present
optionsXpress Australia Pty Limited 2012 - Present
Investment Educators Asia Pte. Ltd. 2012 - Present
Investment Educators Hong Kong Pte. Ltd. 2012 - Present
optionsXpress January 2008 - Present
optionsXpress April 2006 - January 2008
optionsXpress November 2001 - April 2006
TD Waterhouse 2000 - 2001
Skills
Series 7, Series 24, Series 63, Series 4, Securities, New Business Development, Business Strategy, Strategic Partnerships, Options, Investments, Global Business..., Global Strategy, Global Management, International..., Spread Trading, Business Process..., Channel Partners, FINRA, Derivatives, Financial Services, Trading, Mutual Funds, Electronic Trading, Trading Systems, Equities, Financial Markets
Education
University of Iowa College of Law 1997 — 2000
Doctor of Law (J.D.)
Ripon College 1993 — 1997
Bachelor of Arts (B.A.)
Université Paris Sorbonne (Paris IV) 1996 — 1996
Certificate
Lake Forest Academy 1990 — 1993
Eric Allmendinger's Charles Schwab Experience September 2014 - Present
Job Attorney
Industry Law Practice
Experience
Charles Schwab September 2014 - Present
Special Counsel February 2011 - January 2012
Lone Tree Family Law November 2006 - January 2011
District Attorney's Office July 2006 - October 2006
District Attorney's Office January 2005 - December 2005
Janus Capital Group July 1998 - February 2002
Skills
Civil Litigation, Litigation, Entrepreneurship, Small Business, Commercial Litigation, Joint Ventures, Legal Compliance, Certified Anti-Money..., Investigation
Education
University of Colorado School of Law 2003 — 2005
Doctor of Law (J.D.)
Regis University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Charles Schwab September 2014 - Present
Special Counsel February 2011 - January 2012
Lone Tree Family Law November 2006 - January 2011
District Attorney's Office July 2006 - October 2006
District Attorney's Office January 2005 - December 2005
Janus Capital Group July 1998 - February 2002
Skills
Civil Litigation, Litigation, Entrepreneurship, Small Business, Commercial Litigation, Joint Ventures, Legal Compliance, Certified Anti-Money..., Investigation
Education
University of Colorado School of Law 2003 — 2005
Doctor of Law (J.D.)
Regis University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Bruce Gilchrist's Charles Schwab Experience September 2005 - October 2009
Job ECommerce Representative
Industry Capital Markets
Experience
Crefit Union of Denver January 2014 - Present
Bellco Credit Union February 2011 - February 2013
Charles Schwab September 2005 - October 2009
Skills
Project Management, Team Building, Financial Analysis, Management, Leadership, Leadership Development, Training, Cross-functional Team..., Call Centers, Business Strategy, Sales Management, Team Leadership, Sales, Analysis, Coaching, Teamwork, Customer Retention, Customer Satisfaction, Performance Management, Budgets, Forecasting, Vendor Management, Risk Management, Retail, Finance, Outlook, Banking, Insurance, Strategy, Recruiting, Team Management, Business Development, Account Management, Operations Management, Business Analysis
Education
Regis University 2005 — 2007
M.S., Organizational Development
Crefit Union of Denver January 2014 - Present
Bellco Credit Union February 2011 - February 2013
Charles Schwab September 2005 - October 2009
Skills
Project Management, Team Building, Financial Analysis, Management, Leadership, Leadership Development, Training, Cross-functional Team..., Call Centers, Business Strategy, Sales Management, Team Leadership, Sales, Analysis, Coaching, Teamwork, Customer Retention, Customer Satisfaction, Performance Management, Budgets, Forecasting, Vendor Management, Risk Management, Retail, Finance, Outlook, Banking, Insurance, Strategy, Recruiting, Team Management, Business Development, Account Management, Operations Management, Business Analysis
Education
Regis University 2005 — 2007
M.S., Organizational Development
Jeremy Sanchez, AAMS®'s Charles Schwab Experience 2003 - August 2007
Job Client Services Manager at Scotttrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services April 2015 - Present
Charles Schwab - Advisor Services August 2007 - March 2015
Charles Schwab 2003 - August 2007
Rocky Mountain Securities & Investments March 2000 - February 2003
Merrill Lynch January 1997 - February 2000
Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services
Education
Regis University 1997 — 1999
MBA, Finance Accounting
Regis University 1992 — 1996
B.S., Mathematics & Business Administration
Scottrade® Advisor Services April 2015 - Present
Charles Schwab - Advisor Services August 2007 - March 2015
Charles Schwab 2003 - August 2007
Rocky Mountain Securities & Investments March 2000 - February 2003
Merrill Lynch January 1997 - February 2000
Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services
Education
Regis University 1997 — 1999
MBA, Finance Accounting
Regis University 1992 — 1996
B.S., Mathematics & Business Administration
Chuck Bludworth's Charles Schwab Experience November 2012 - Present
Job Corporate Real Estate at Charles Schwab & Co.
Industry Real Estate
Experience
Charles Schwab November 2012 - Present
Skills
Asset Management, Corporate Real Estate, Leasing, Development, Redevelopment, Property Management, Property, Shopping Centers, Real Estate Transactions, Land Acquisition, Real Estate Economics, Commercial Real Estate, Leases, Real Estate, Brokerage, Disposition, Residential Homes, Valuation, Real Estate Development, Location Intelligence, Appraisals, Asset Managment, Landlords, Lease Administration, Lease Negotiations, Tenant Representation, Real Estate Financing, Mixed-use, Investment Properties, Apartments, Entitlements, Investors, Acquisitions, 1031 Exchanges, International Real..., Commercial Leasing, Real Property, Rentals
Education
Rice University
B.S.
Stanford University Graduate School of Business
MBA
Charles Schwab November 2012 - Present
Skills
Asset Management, Corporate Real Estate, Leasing, Development, Redevelopment, Property Management, Property, Shopping Centers, Real Estate Transactions, Land Acquisition, Real Estate Economics, Commercial Real Estate, Leases, Real Estate, Brokerage, Disposition, Residential Homes, Valuation, Real Estate Development, Location Intelligence, Appraisals, Asset Managment, Landlords, Lease Administration, Lease Negotiations, Tenant Representation, Real Estate Financing, Mixed-use, Investment Properties, Apartments, Entitlements, Investors, Acquisitions, 1031 Exchanges, International Real..., Commercial Leasing, Real Property, Rentals
Education
Rice University
B.S.
Stanford University Graduate School of Business
MBA
Robert Haar's Charles Schwab Experience 1999 - 2002
Job Information Systems Director (CIO) at Goldengate Bridge Highway and Transportation District
Industry Transportation/Trucking/Railroad
Experience
Goldengate Bridge Highway and Transportation District 2002 - Present
Charles Schwab 1999 - 2002
Electronic Data Systems April 1997 - March 1999
Firemans Fund Insurance Company 1988 - 1997
Travelers Insurance 1970 - 1987
Education
Rensselaer Polytechnic Institute 1970 — 1972
MS, Computer Science
Yale University 1964 — 1968
BS, Psycholgy, History
Goldengate Bridge Highway and Transportation District 2002 - Present
Charles Schwab 1999 - 2002
Electronic Data Systems April 1997 - March 1999
Firemans Fund Insurance Company 1988 - 1997
Travelers Insurance 1970 - 1987
Education
Rensselaer Polytechnic Institute 1970 — 1972
MS, Computer Science
Yale University 1964 — 1968
BS, Psycholgy, History
Jennifer (Chancellor) Kemmerer, PMP's Charles Schwab Experience April 2014 - December 2014
Job Sr. SharePoint Administrator at Hitachi Data Systems
Industry Financial Services
Experience
Hitachi Data Systems December 2014 - Present
Charles Schwab April 2014 - December 2014
Charles Schwab April 2012 - April 2014
Charles Schwab (NetPolarity) May 2011 - April 2012
InfoNow Corporation - Location Insight January 2011 - May 2011
LPS Asset Management Solutions February 2009 - January 2011
National Renewable Energy Laboratory August 2010 - December 2010
Blackstone Technology Group September 2008 - January 2009
Avaya Business Partner - SPS January 2008 - July 2008
CT Group/Stejen Transport January 2001 - December 2007
Skills
SharePoint, Requirements Gathering, Business Analysis, Vendor Management, SDLC, Agile Methodologies, PMP, Project Management, Visio, Software Project..., Requirements Analysis, Integration, Testing, PMO, Business Requirements, Business Intelligence, Scrum, Management, Project Portfolio..., Enterprise Architecture, Agile Project Management, IT Management, Business Process, Process Improvement, Program Management, Business Process..., ITIL, Data Warehousing, Disaster Recovery, Project Delivery, Governance, Waterfall, User Acceptance Testing, Resource Management, Change Management, Information Technology, Enterprise Software, System Deployment, Release Management, Software Documentation, IT Strategy, Software Development, Infrastructure, MS Project, Solution Architecture, Data Center, Systems Analysis
Education
Regis University
Hitachi Data Systems December 2014 - Present
Charles Schwab April 2014 - December 2014
Charles Schwab April 2012 - April 2014
Charles Schwab (NetPolarity) May 2011 - April 2012
InfoNow Corporation - Location Insight January 2011 - May 2011
LPS Asset Management Solutions February 2009 - January 2011
National Renewable Energy Laboratory August 2010 - December 2010
Blackstone Technology Group September 2008 - January 2009
Avaya Business Partner - SPS January 2008 - July 2008
CT Group/Stejen Transport January 2001 - December 2007
Skills
SharePoint, Requirements Gathering, Business Analysis, Vendor Management, SDLC, Agile Methodologies, PMP, Project Management, Visio, Software Project..., Requirements Analysis, Integration, Testing, PMO, Business Requirements, Business Intelligence, Scrum, Management, Project Portfolio..., Enterprise Architecture, Agile Project Management, IT Management, Business Process, Process Improvement, Program Management, Business Process..., ITIL, Data Warehousing, Disaster Recovery, Project Delivery, Governance, Waterfall, User Acceptance Testing, Resource Management, Change Management, Information Technology, Enterprise Software, System Deployment, Release Management, Software Documentation, IT Strategy, Software Development, Infrastructure, MS Project, Solution Architecture, Data Center, Systems Analysis
Education
Regis University
Reese Linton, CFP®'s Charles Schwab Experience June 1997 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1997 - Present
Charles Schwab 1997 - 2006
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Investments
Education
Rollins College 1992 — 1996
B.A., Physics
Charles Schwab June 1997 - Present
Charles Schwab 1997 - 2006
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investment Advisory, Investments
Education
Rollins College 1992 — 1996
B.A., Physics
Jake A. King, CSA's Charles Schwab Experience August 2009 - Present
Job Vice President, Intermediary Sales at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
SunAmerica Asset Management July 2007 - February 2009
Touchstone Investments 2004 - 2007
Conseco 1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment) 1999 - 2003
State Street Research 1995 - 1999
Education
Roanoke College 1989 — 1993
BA, Political Science
Charles Schwab August 2009 - Present
SunAmerica Asset Management July 2007 - February 2009
Touchstone Investments 2004 - 2007
Conseco 1999 - 2003
4086 Advisors (Formerly Conseco Capital Managment) 1999 - 2003
State Street Research 1995 - 1999
Education
Roanoke College 1989 — 1993
BA, Political Science
Rich Hepp's Charles Schwab Experience March 2012 - July 2013
Job Financial Advisor at WhartonHill Advisors
Industry Financial Services
Experience
WhartonHill Advisors April 2015 - Present
WhartonHIll Advisors November 2013 - March 2015
Charles Schwab March 2012 - July 2013
Charles Schwab January 2005 - March 2012
Charles Schwab February 2000 - December 2004
Charles Schwab April 1997 - February 2000
Charles Schwab February 1993 - March 1997
Skills
Relationship Management, 401k benefits, Benefits Management, Employee Benefits, Strategic Financial..., Business Planning, Risk Management, Health Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Budgets, Local Marketing, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Investments, Separately Managed..., Banking, Leadership, Team Building, Recruiting, Compensation & Benefits..., Compliance, Supervisory Management, serie 9/10, Series 7, Series 65, Series 63
Education
Rider University 1986 — 1991
Bachelor's degree, Finance, General
WhartonHill Advisors April 2015 - Present
WhartonHIll Advisors November 2013 - March 2015
Charles Schwab March 2012 - July 2013
Charles Schwab January 2005 - March 2012
Charles Schwab February 2000 - December 2004
Charles Schwab April 1997 - February 2000
Charles Schwab February 1993 - March 1997
Skills
Relationship Management, 401k benefits, Benefits Management, Employee Benefits, Strategic Financial..., Business Planning, Risk Management, Health Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Budgets, Local Marketing, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Investments, Separately Managed..., Banking, Leadership, Team Building, Recruiting, Compensation & Benefits..., Compliance, Supervisory Management, serie 9/10, Series 7, Series 65, Series 63
Education
Rider University 1986 — 1991
Bachelor's degree, Finance, General
Steve McCarthy, CFP®'s Charles Schwab Experience October 1997 - March 2002
Job Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
TIAA-CREF September 2005 - June 2007
E*TRADE Financial August 2004 - August 2005
US Bank May 2003 - May 2004
First United Bank April 2002 - March 2003
Charles Schwab October 1997 - March 2002
Skills
Certified Financial..., Series 7, Series 66, Naviplan, Life & Health Insurance..., Retirement Planning, Investments, Finance, Uniform Combined State...
Education
Regis University
BS, Finance │ Minor, Economics
TIAA-CREF July 2007 - Present
TIAA-CREF September 2005 - June 2007
E*TRADE Financial August 2004 - August 2005
US Bank May 2003 - May 2004
First United Bank April 2002 - March 2003
Charles Schwab October 1997 - March 2002
Skills
Certified Financial..., Series 7, Series 66, Naviplan, Life & Health Insurance..., Retirement Planning, Investments, Finance, Uniform Combined State...
Education
Regis University
BS, Finance │ Minor, Economics
Alicia Reed's Charles Schwab Experience February 2000 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
AssetMark Trust Co (formerly Genworth Financial) October 2011 - Present
Genworth Financial April 2009 - September 2011
Wells Fargo August 2005 - September 2007
Charles Schwab February 2000 - July 2005
Charles Schwab May 1998 - February 2000
Skills
Strategy, Leadership, Finance, Business Development, Analysis, Financial Services, Sales, Financial Risk, New Business Development, Sales Management, Customer Service, Call Centers, Auditing, Time Management, Risk Management, Process Improvement, Management, Wealth Management
Education
Renton Technical College 1994 — 1996
Computer Science
Rio Salado College
Organizational Management
AssetMark Trust Co (formerly Genworth Financial) October 2011 - Present
Genworth Financial April 2009 - September 2011
Wells Fargo August 2005 - September 2007
Charles Schwab February 2000 - July 2005
Charles Schwab May 1998 - February 2000
Skills
Strategy, Leadership, Finance, Business Development, Analysis, Financial Services, Sales, Financial Risk, New Business Development, Sales Management, Customer Service, Call Centers, Auditing, Time Management, Risk Management, Process Improvement, Management, Wealth Management
Education
Renton Technical College 1994 — 1996
Computer Science
Rio Salado College
Organizational Management
Doug Crowther's Charles Schwab Experience February 1997 - June 2001
Job IT Specialist at USCERT
Industry Information Technology and Services
Experience
US-CERT December 2009 - Present
TEKsystems 2008 - 2009
CO ANG September 1996 - February 2008
Charles Schwab February 1997 - June 2001
Skills
Information Assurance, Computer Security, Security, Information Security, Network Security, Information Security..., Disaster Recovery, Security Clearance, Vulnerability Assessment, CISSP, Vulnerability Management
Education
NDSU
Bachelor’s Degree, Business Administration
Regis University
Master’s Degree, Systems Engineering, IA
US-CERT December 2009 - Present
TEKsystems 2008 - 2009
CO ANG September 1996 - February 2008
Charles Schwab February 1997 - June 2001
Skills
Information Assurance, Computer Security, Security, Information Security, Network Security, Information Security..., Disaster Recovery, Security Clearance, Vulnerability Assessment, CISSP, Vulnerability Management
Education
NDSU
Bachelor’s Degree, Business Administration
Regis University
Master’s Degree, Systems Engineering, IA
Tiffany Wismer's Charles Schwab Experience April 2015 - Present
Job Accounting Manager at PCDHCo
Industry Accounting
Experience
Charles Schwab April 2015 - Present
Miller Heiman January 2014 - April 2015
University Communities LLC May 2013 - January 2014
Archstone July 2012 - May 2013
Archstone September 2010 - July 2012
Western Union April 2001 - September 2010
Western Union April 2001 - August 2010
Skills
Sarbanes-Oxley Act, Accounts Receivable, Cash Management, Managerial Finance, GAAP, Accruals, Variance Analysis, PeopleSoft, Internal Controls, Microsoft Excel, Microsoft Office, Management, Outlook, Customer Service, Team Building, PowerPoint, Financial Reporting
Education
Regis University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting & Finance
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Accounting
Wheat Ridge High School 1991 — 1994
Charles Schwab April 2015 - Present
Miller Heiman January 2014 - April 2015
University Communities LLC May 2013 - January 2014
Archstone July 2012 - May 2013
Archstone September 2010 - July 2012
Western Union April 2001 - September 2010
Western Union April 2001 - August 2010
Skills
Sarbanes-Oxley Act, Accounts Receivable, Cash Management, Managerial Finance, GAAP, Accruals, Variance Analysis, PeopleSoft, Internal Controls, Microsoft Excel, Microsoft Office, Management, Outlook, Customer Service, Team Building, PowerPoint, Financial Reporting
Education
Regis University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting & Finance
University of Colorado at Boulder 1995 — 1999
Bachelor of Science (BS), Accounting
Wheat Ridge High School 1991 — 1994
Kyle Offermann's Charles Schwab Experience August 2000 - December 2009
Job Family Office Wealth Manager CFP
Industry Financial Services
Experience
Offermann & Associates Inc. 2010 - Present
Charles Schwab August 2000 - December 2009
Oppenheimer & Co. 1999 - 2000
Oppenheimer & Co. 1999 - 2000
Education
Regis University 1995 — 1999
BS - Psychology, Psychology & Business
Offermann & Associates Inc. 2010 - Present
Charles Schwab August 2000 - December 2009
Oppenheimer & Co. 1999 - 2000
Oppenheimer & Co. 1999 - 2000
Education
Regis University 1995 — 1999
BS - Psychology, Psychology & Business
James DeLurgio's Charles Schwab Experience January 2011 - January 2013
Job Programmer Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente September 2013 - Present
Dish Network January 2013 - September 2013
Charles Schwab January 2011 - January 2013
State of Colorado March 2008 - January 2011
Skills
PL/SQL, Java, C#, DB2, SQL, COBOL, XML, .NET, HTML, SDLC, Unix, Requirements Analysis, Visio, Agile Methodologies, Enterprise Architecture, Business Analysis, Systems Analysis, XSL, Eclipse, Unix Shell Scripting, Software Documentation, Shell Scripting, Perl, MySQL, Epic Systems, Batch Processing, IBM Tivoli, Batch Programming, Windows Batch, Linux, System Administration, IBM AIX
Education
University of Denver 2008 — 2010
Masters of Applied Science, Information and Communications Technology
Regis University 2003 — 2007
Bachelor of Arts, Sociology and Philosophy (Double Major)
Kaiser Permanente September 2013 - Present
Dish Network January 2013 - September 2013
Charles Schwab January 2011 - January 2013
State of Colorado March 2008 - January 2011
Skills
PL/SQL, Java, C#, DB2, SQL, COBOL, XML, .NET, HTML, SDLC, Unix, Requirements Analysis, Visio, Agile Methodologies, Enterprise Architecture, Business Analysis, Systems Analysis, XSL, Eclipse, Unix Shell Scripting, Software Documentation, Shell Scripting, Perl, MySQL, Epic Systems, Batch Processing, IBM Tivoli, Batch Programming, Windows Batch, Linux, System Administration, IBM AIX
Education
University of Denver 2008 — 2010
Masters of Applied Science, Information and Communications Technology
Regis University 2003 — 2007
Bachelor of Arts, Sociology and Philosophy (Double Major)
Rachel Bottin Grimison's Charles Schwab Experience August 2000 - June 2005
Job Disney Fairy Tale Weddings Coordinator at Walt Disney World
Industry Entertainment
Experience
Walt Disney World September 2012 - Present
Walt Disney World October 2010 - September 2012
Ann Taylor LOFT October 2006 - August 2011
Charles Schwab August 2000 - June 2005
The Perfect Wedding Guide June 2003 - June 2004
Walt Disney World September 1994 - December 2003
Skills
Public Relations, Facebook, Entertainment, Social Media, Event Planning, Spanish, Customer Service, Event Management, Microsoft Office, Advertising, Marketing, Marketing Communications, Public Speaking
Education
Rollins College 1994 — 1998
BS, International Relations
BHS
Walt Disney World September 2012 - Present
Walt Disney World October 2010 - September 2012
Ann Taylor LOFT October 2006 - August 2011
Charles Schwab August 2000 - June 2005
The Perfect Wedding Guide June 2003 - June 2004
Walt Disney World September 1994 - December 2003
Skills
Public Relations, Facebook, Entertainment, Social Media, Event Planning, Spanish, Customer Service, Event Management, Microsoft Office, Advertising, Marketing, Marketing Communications, Public Speaking
Education
Rollins College 1994 — 1998
BS, International Relations
BHS
Ivan Gonerway's Charles Schwab Experience May 2006 - January 2010
Job Logistics Unit Supply Specialist
Industry Military
Experience
Cintas 2013 - Present
Prudential January 2012 - November 2013
ePlan Services, Inc. July 2010 - April 2012
Charles Schwab May 2006 - January 2010
Charles Schwab November 1997 - May 2007
Charles Schwab May 2001 - May 2006
Charles Schwab May 2000 - May 2001
Charles Schwab December 1999 - May 2000
Charles Schwab November 1997 - December 1999
Skills
Management, Portfolio Management, Retirement, CRM, Analysis, Retirement Planning, Finance, Sales, Training, Wealth Management, Mutual Funds
Education
Oregon State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Colorado at Denver 2009 — 2014
Bachelor of Science (BS), Finance, Risk Management
Regis University 2008 — 2012
BS, Finance
South High School 1993 — 1997
Regis University
Cintas 2013 - Present
Prudential January 2012 - November 2013
ePlan Services, Inc. July 2010 - April 2012
Charles Schwab May 2006 - January 2010
Charles Schwab November 1997 - May 2007
Charles Schwab May 2001 - May 2006
Charles Schwab May 2000 - May 2001
Charles Schwab December 1999 - May 2000
Charles Schwab November 1997 - December 1999
Skills
Management, Portfolio Management, Retirement, CRM, Analysis, Retirement Planning, Finance, Sales, Training, Wealth Management, Mutual Funds
Education
Oregon State University 2013 — 2015
Bachelor of Science (BS), Economics
University of Colorado at Denver 2009 — 2014
Bachelor of Science (BS), Finance, Risk Management
Regis University 2008 — 2012
BS, Finance
South High School 1993 — 1997
Regis University
Alice Readyhough's Charles Schwab Experience 2002 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Charles Schwab 2002 - 2010
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1998
Charles Schwab 1994 - 1997
Skills
Retirement, Financial Services, Analysis, Business Analysis, Series 63, Process Improvement, Training, Leadership, Management, Project Management, IRAs, Pensions
Education
Rhode Island College
Art History and Classical Area Studies
Morgan Stanley 2011 - Present
Charles Schwab 2002 - 2010
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1998
Charles Schwab 1994 - 1997
Skills
Retirement, Financial Services, Analysis, Business Analysis, Series 63, Process Improvement, Training, Leadership, Management, Project Management, IRAs, Pensions
Education
Rhode Island College
Art History and Classical Area Studies
Juan Ulloa's Charles Schwab Experience April 2006 - December 2007
Job Accounting Supervisor at ALPS
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
BNY Mellon July 2007 - December 2013
Charles Schwab April 2006 - December 2007
BNY Mellon July 2001 - April 2006
Skills
Investments, Mutual Funds, Fund Accounting, Valuation, Bloomberg, Swaps, Securities, Financial Analysis, Equity Swaps, Interest Rate Swaps, Hedge Funds, Equities, Alternative Investments, Financial Services, Derivatives, Fixed Income, Corporate Actions, Financial Reporting, Total Return Swaps, Pricing, Fair Value, Finance, Leadership, Accounting, Asset Management, Management, Microsoft Excel, Analysis, Risk Management, Account Reconciliation, Microsoft Office, Auditing, Business Analysis, Financial Accounting, Banking, Asset Allocation, Financial Statements, Budgets, General Ledger, Options, Trading, Internal Controls, Customer Service, Process Improvement
Education
Rollins College 2006 — 2012
Bachelor of Arts (B.A.), Economics and International Affairs
ALPS, A DST Company January 2014 - Present
BNY Mellon July 2007 - December 2013
Charles Schwab April 2006 - December 2007
BNY Mellon July 2001 - April 2006
Skills
Investments, Mutual Funds, Fund Accounting, Valuation, Bloomberg, Swaps, Securities, Financial Analysis, Equity Swaps, Interest Rate Swaps, Hedge Funds, Equities, Alternative Investments, Financial Services, Derivatives, Fixed Income, Corporate Actions, Financial Reporting, Total Return Swaps, Pricing, Fair Value, Finance, Leadership, Accounting, Asset Management, Management, Microsoft Excel, Analysis, Risk Management, Account Reconciliation, Microsoft Office, Auditing, Business Analysis, Financial Accounting, Banking, Asset Allocation, Financial Statements, Budgets, General Ledger, Options, Trading, Internal Controls, Customer Service, Process Improvement
Education
Rollins College 2006 — 2012
Bachelor of Arts (B.A.), Economics and International Affairs
Cindy Gregory's Charles Schwab Experience August 2015 - Present
Job Internal Controls & Risk Management at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab August 2015 - Present
Nelnet October 2011 - August 2015
Subex April 2007 - October 2011
Sprint Nextel August 2005 - March 2007
NEXTEL July 2000 - August 2005
Skills
Information Security..., IT Audit, Compliance Management, NIST 800-53, Risk Management, Risk Assessment, Vendor Management, Telecommunications, Business Analysis, Integration, Process Improvement, Program Management, SDLC
Education
Regis University
Business Administration and Management, General
Charles Schwab August 2015 - Present
Nelnet October 2011 - August 2015
Subex April 2007 - October 2011
Sprint Nextel August 2005 - March 2007
NEXTEL July 2000 - August 2005
Skills
Information Security..., IT Audit, Compliance Management, NIST 800-53, Risk Management, Risk Assessment, Vendor Management, Telecommunications, Business Analysis, Integration, Process Improvement, Program Management, SDLC
Education
Regis University
Business Administration and Management, General
Brandon Siler, CFA's Charles Schwab Experience October 2007 - October 2010
Job Implementation Portfolio Analyst MultiAsset & Alternatives at Russell Investments
Industry Financial Services
Experience
Russell Investments December 2013 - Present
Russell Investments October 2010 - December 2013
Charles Schwab October 2007 - October 2010
Charles Schwab September 2006 - October 2007
Peregrine Financial Group August 2004 - December 2004
Skills
Bloomberg, Excel, Siebel, Investments, Series 7, Equities, Client Service, Financial Analysis, Customer Relations, Zephyr Style Advisor, Derivatives, Fixed Income, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, Finance, Options, Trading, Securities, Financial Services, Microsoft Excel, Investment Strategies, FINRA, Alternative Investments, Series 63, Relationship Management, Wealth Management
Education
Rollins College 2001 — 2005
B/A, International Business
Russell Investments December 2013 - Present
Russell Investments October 2010 - December 2013
Charles Schwab October 2007 - October 2010
Charles Schwab September 2006 - October 2007
Peregrine Financial Group August 2004 - December 2004
Skills
Bloomberg, Excel, Siebel, Investments, Series 7, Equities, Client Service, Financial Analysis, Customer Relations, Zephyr Style Advisor, Derivatives, Fixed Income, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, Finance, Options, Trading, Securities, Financial Services, Microsoft Excel, Investment Strategies, FINRA, Alternative Investments, Series 63, Relationship Management, Wealth Management
Education
Rollins College 2001 — 2005
B/A, International Business
Chuck Keller's Charles Schwab Experience 1995 - 2004
Job Senior Systems Admin
Industry Medical Devices
Experience
Charles Schwab (TekSystems Consultant) November 2014 - March 2015
Janus Capital Group November 2013 - November 2014
Visa February 2013 - November 2013
TEKsystems Global Services (McKesson HL7 Support) September 2011 - December 2012
ITSolutions August 2010 - June 2011
Qwest Communications 2005 - 2010
Charles Schwab 1995 - 2004
Skills
Linux, Databases, Sun, Web Servers, Java, Solaris, Red Hat Linux, Performance Tuning, J2EE, HP-UX, Apache, Unix Shell Scripting, Shell Scripting, High Availability, Unix, Weblogic, System Administration, Perl, VMware, XML, Tomcat, SQL, LDAP, Scripting, Websphere, Software Development, JavaScript, Oracle, Enterprise Architecture, AIX, Integration, Disaster Recovery, Windows Server, Data Center, Enterprise Software, Storage Area Networks, Operating Systems, Servers, Networking, Open Source, Business Intelligence, TCP/IP, SAN, Virtualization, System Deployment, Telecommunications, Cloud Computing, DNS, Server Architecture, VPN
Education
Regis University 1981 — 1983
BS in Business Administration Minor in Tech. Management, Finance, Economics, Labor, Management and IT
Charles Schwab (TekSystems Consultant) November 2014 - March 2015
Janus Capital Group November 2013 - November 2014
Visa February 2013 - November 2013
TEKsystems Global Services (McKesson HL7 Support) September 2011 - December 2012
ITSolutions August 2010 - June 2011
Qwest Communications 2005 - 2010
Charles Schwab 1995 - 2004
Skills
Linux, Databases, Sun, Web Servers, Java, Solaris, Red Hat Linux, Performance Tuning, J2EE, HP-UX, Apache, Unix Shell Scripting, Shell Scripting, High Availability, Unix, Weblogic, System Administration, Perl, VMware, XML, Tomcat, SQL, LDAP, Scripting, Websphere, Software Development, JavaScript, Oracle, Enterprise Architecture, AIX, Integration, Disaster Recovery, Windows Server, Data Center, Enterprise Software, Storage Area Networks, Operating Systems, Servers, Networking, Open Source, Business Intelligence, TCP/IP, SAN, Virtualization, System Deployment, Telecommunications, Cloud Computing, DNS, Server Architecture, VPN
Education
Regis University 1981 — 1983
BS in Business Administration Minor in Tech. Management, Finance, Economics, Labor, Management and IT
Dean Dean Davies's Charles Schwab Experience January 1992 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1992 - Present
Education
Regis University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab January 1992 - Present
Education
Regis University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Christa Bradley's Charles Schwab Experience August 2011 - June 2013
Job Data Warehouse Developer
Industry Computer Software
Experience
Disney Parks & Resorts July 2015 - Present
TransFirst June 2013 - October 2014
Charles Schwab August 2011 - June 2013
Dollar Bank May 2010 - July 2011
Skills
Systems Programming, Informatica, Release Management, Data Warehousing, Databases, SDLC, PL/SQL, SQL, ETL, Integration, Software Development, Web Services, Linux, COBOL, Dimensional Modeling, Programming, Mainframe, System Architecture, Unix, Business Intelligence
Education
Robert Morris University 2006 — 2010
BS, Computer Information Systems
Disney Parks & Resorts July 2015 - Present
TransFirst June 2013 - October 2014
Charles Schwab August 2011 - June 2013
Dollar Bank May 2010 - July 2011
Skills
Systems Programming, Informatica, Release Management, Data Warehousing, Databases, SDLC, PL/SQL, SQL, ETL, Integration, Software Development, Web Services, Linux, COBOL, Dimensional Modeling, Programming, Mainframe, System Architecture, Unix, Business Intelligence
Education
Robert Morris University 2006 — 2010
BS, Computer Information Systems
Chris Armour's Charles Schwab Experience June 2011 - June 2012
Job Asset Management, Investment Professional
Industry Investment Management
Experience
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
Resource Land Holdings, LLC June 2015 - Present
Miller Frishman Group October 2013 - May 2015
Robert W. Baird & Co. February 2013 - October 2013
TIAA-CREF June 2012 - November 2012
Charles Schwab June 2011 - June 2012
Skills
Investments, Asset Management, Equity Research, Investment Strategies, Financial Modeling, Investment Properties, DCF Valuation, Equities, Microsoft Excel, Securities, Real Estate, Debt & Equity Financing, Asset Allocation, Real Estate Financing, Series 7, Series 63, PowerPoint, Finance, Valuation, Portfolio Management, Private Equity
Education
University of Denver 2013 — 2016
Bachelor of Applied Science (BASc), Finance, General
Regis University 2012 — 2013
Accounting and Finance
Amanda Smallwood's Charles Schwab Experience 2014 - Present
Job Client Project Manager
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Loan Resolution Corporation July 2010 - October 2013
End 2 End Technologies July 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Analytics, QuickBooks, Five9, Equator, VBA, Data Entry, Data Analysis, Recruiting, Mail Merge, 10 Key, Training, Outlook, Organization, Salesforce, Loss Mitigation, Invoicing, Default, Mortgage Servicing, Telephone Skills, Customer Satisfaction, Process Improvement, Mortgage Lending, FHA, Call Centers, Payroll, Databases, Loan Origination, Salesforce.com, Loan Servicing, Mortgage Banking, Time Management
Education
Rio Salado College 2006 — 2006
General Equivalency Diploma, General
Charles Schwab 2014 - Present
Loan Resolution Corporation July 2010 - October 2013
End 2 End Technologies July 2008 - February 2009
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, Analytics, QuickBooks, Five9, Equator, VBA, Data Entry, Data Analysis, Recruiting, Mail Merge, 10 Key, Training, Outlook, Organization, Salesforce, Loss Mitigation, Invoicing, Default, Mortgage Servicing, Telephone Skills, Customer Satisfaction, Process Improvement, Mortgage Lending, FHA, Call Centers, Payroll, Databases, Loan Origination, Salesforce.com, Loan Servicing, Mortgage Banking, Time Management
Education
Rio Salado College 2006 — 2006
General Equivalency Diploma, General
Kelly Puskas's Charles Schwab Experience August 1999 - Present
Job Schwab Institutional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1999 - Present
Skills
Series 7, Series 63, Financial Services
Education
Rollins College
Bachelor's degree, Psychology
Charles Schwab August 1999 - Present
Skills
Series 7, Series 63, Financial Services
Education
Rollins College
Bachelor's degree, Psychology
Cassi Fagan's Charles Schwab Experience June 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Consumer Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab January 2014 - June 2015
Quicken Loans February 2012 - October 2013
Phocus CPA February 2010 - April 2011
Steiner Leisure Limited August 2007 - December 2009
Skills
Finance, Customer Service, Interpersonal Skills, Analysis, Quick Study, Self-management, Mortgage Lending, Strong problem solving..., Self-motivated..., Detailed oriented, Superior organizational..., Ability to respond to..., Handle multiple..., Clear Communication..., Excellent Time..., Resourceful, Payroll, Problem Solving
Education
Rio Salado College 2011 — 2016
Assoicates Degree, Business Administration and Management, General
Charles Schwab June 2015 - Present
Charles Schwab January 2014 - June 2015
Quicken Loans February 2012 - October 2013
Phocus CPA February 2010 - April 2011
Steiner Leisure Limited August 2007 - December 2009
Skills
Finance, Customer Service, Interpersonal Skills, Analysis, Quick Study, Self-management, Mortgage Lending, Strong problem solving..., Self-motivated..., Detailed oriented, Superior organizational..., Ability to respond to..., Handle multiple..., Clear Communication..., Excellent Time..., Resourceful, Payroll, Problem Solving
Education
Rio Salado College 2011 — 2016
Assoicates Degree, Business Administration and Management, General
Cynthia Borzymowski's Charles Schwab Experience June 2014 - Present
Job Senior Accountant
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Skills
Variance Analysis, GAAP, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Accounts Payable, General Ledger, Financial Modeling, Project Management, Financial Accounting
Education
Regis University 2010 — 2013
Bachelor of Science (BS), Accounting
Charles Schwab June 2014 - Present
Skills
Variance Analysis, GAAP, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Accounts Payable, General Ledger, Financial Modeling, Project Management, Financial Accounting
Education
Regis University 2010 — 2013
Bachelor of Science (BS), Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank