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
Jill Broadhurst Jill Broadhurst's Charles Schwab Experience June 1999 - November 2001
Job Executive Director, East Bay Rental Housing Association
Industry Real Estate
Experience
East Bay Rental Housing Association January 2011 - Present
Montclair Community Improvement 2002 - 2015
Montclair Community Improvement 2002 - 2015
Liquid Audio November 2001 - January 2004
Charles Schwab June 1999 - November 2001
Bozell Worldwide September 1997 - June 1999
Vitasoy USA Inc. September 1994 - 1997
Skills
Property Management, Public Relations, Government, Online Marketing, Management, Public Speaking, Community Organizing, Government Relations, Business Development, Fundraising, Marketing Strategy, Marketing Communications, Nonprofits, Leases, Grassroots Organizing, Event Planning, Investment Properties, Budgets, Political Consulting, Lobbying, Grassroots Fundraising, Project Planning, New Business Development, Proposal Writing, Strategic Planning, Real Estate Investment, Community Outreach, Marketing, Spanish, Business Planning, Online Communications, Publishing, Leadership, Real Estate, Sales, Real Estate Development, Social Media, Contract Negotiation, Publicity
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration/Economics
East Bay Rental Housing Association January 2011 - Present
Montclair Community Improvement 2002 - 2015
Montclair Community Improvement 2002 - 2015
Liquid Audio November 2001 - January 2004
Charles Schwab June 1999 - November 2001
Bozell Worldwide September 1997 - June 1999
Vitasoy USA Inc. September 1994 - 1997
Skills
Property Management, Public Relations, Government, Online Marketing, Management, Public Speaking, Community Organizing, Government Relations, Business Development, Fundraising, Marketing Strategy, Marketing Communications, Nonprofits, Leases, Grassroots Organizing, Event Planning, Investment Properties, Budgets, Political Consulting, Lobbying, Grassroots Fundraising, Project Planning, New Business Development, Proposal Writing, Strategic Planning, Real Estate Investment, Community Outreach, Marketing, Spanish, Business Planning, Online Communications, Publishing, Leadership, Real Estate, Sales, Real Estate Development, Social Media, Contract Negotiation, Publicity
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration/Economics
Tracy Ann Miller CFP®'s Charles Schwab Experience 1997 - 2009
Job CEO and Co Founder at Portfolio Wealth Advisors
Industry Financial Services
Experience
Portfolio Wealth Advisors January 2014 - Present
Portfolio LLC September 2009 - December 2013
Red River Advisors LLC September 2009 - December 2013
Charles Schwab 1997 - 2009
John Hancock Life Insurance Company (U.S.A.) August 1995 - October 1997
InterSecurities AEGON Insurance Group January 1990 - July 1995
Marine Midland Bank 1984 - 1990
Southwestern Company 1974 - 1976
Skills
Retirement Planning, Investments, Asset Management, Asset Managment, Estate Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Fixed Income, Financial Modeling, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Investment Management, Insurance, Finance, Securities, Mutual Funds, Retirement, Hedge Funds, Trading, Financial Advisory, Series 63, Options, Financial Risk, Personal Finance, Wealth Management..., Financial Planning
Education
University of Oklahoma 1976 — 1979
B.A., Political Science - Pre Law
Texas State University 1974 — 1976
Bachelor’s Degree, Political Science
Sam Houston State University 1973 — 1974
Bachelor’s Degree, Business/Commerce, General
Portfolio Wealth Advisors January 2014 - Present
Portfolio LLC September 2009 - December 2013
Red River Advisors LLC September 2009 - December 2013
Charles Schwab 1997 - 2009
John Hancock Life Insurance Company (U.S.A.) August 1995 - October 1997
InterSecurities AEGON Insurance Group January 1990 - July 1995
Marine Midland Bank 1984 - 1990
Southwestern Company 1974 - 1976
Skills
Retirement Planning, Investments, Asset Management, Asset Managment, Estate Planning, Strategic Financial..., High Net Worth..., Alternative Investments, Asset Allocation, Wealth Management, Portfolio Management, Equities, Fixed Income, Financial Modeling, Investment Advisory, Investment Strategies, Financial Analysis, Risk Management, Investment Management, Insurance, Finance, Securities, Mutual Funds, Retirement, Hedge Funds, Trading, Financial Advisory, Series 63, Options, Financial Risk, Personal Finance, Wealth Management..., Financial Planning
Education
University of Oklahoma 1976 — 1979
B.A., Political Science - Pre Law
Texas State University 1974 — 1976
Bachelor’s Degree, Political Science
Sam Houston State University 1973 — 1974
Bachelor’s Degree, Business/Commerce, General
Ashlee Henry's Charles Schwab Experience February 2015 - Present
Job Client Banking Services at Charles Schwab
Industry Education Management
Experience
Charles Schwab February 2015 - Present
KDVR - FOX31 Denver July 2014 - February 2015
360training January 2013 - July 2014
Enterprise Rent-A-Car December 2011 - January 2013
theyayornay.com 2011 - 2012
MDS Advertising 2011 - 2011
The Art Institute of Austin 2009 - 2011
Sam Houston State University 2007 - 2009
Katy Family YMCA May 2008 - August 2008
Skills
Social Media, Customer Service, Fundraising, Community Outreach, Event Planning, Public Relations, Social Networking, Facebook, Event Management, Public Speaking, Blogging, Social Media Marketing, Marketing, Advertising, Sales, Press Releases, Research, Creative Writing, Time Management, Media Relations, Leadership, Marketing Communications, Editing, Photography, Copywriting, PowerPoint, Email Marketing, Corporate Communications, Marketing Strategy, Microsoft Office, Non-profits, Photoshop, Microsoft Word, Adobe Creative Suite, Microsoft Excel, New Media, Online Advertising, Team Leadership, Retail, Wordpress, Student Recruiting, Content Strategy, Recruiting, Account Management, Newsletters, Teaching, Teamwork, Budgets, Training
Education
Sam Houston State University 2005 — 2009
Bachelor's Degree, Mass Communications with emphasis in Public Relations
Charles Schwab February 2015 - Present
KDVR - FOX31 Denver July 2014 - February 2015
360training January 2013 - July 2014
Enterprise Rent-A-Car December 2011 - January 2013
theyayornay.com 2011 - 2012
MDS Advertising 2011 - 2011
The Art Institute of Austin 2009 - 2011
Sam Houston State University 2007 - 2009
Katy Family YMCA May 2008 - August 2008
Skills
Social Media, Customer Service, Fundraising, Community Outreach, Event Planning, Public Relations, Social Networking, Facebook, Event Management, Public Speaking, Blogging, Social Media Marketing, Marketing, Advertising, Sales, Press Releases, Research, Creative Writing, Time Management, Media Relations, Leadership, Marketing Communications, Editing, Photography, Copywriting, PowerPoint, Email Marketing, Corporate Communications, Marketing Strategy, Microsoft Office, Non-profits, Photoshop, Microsoft Word, Adobe Creative Suite, Microsoft Excel, New Media, Online Advertising, Team Leadership, Retail, Wordpress, Student Recruiting, Content Strategy, Recruiting, Account Management, Newsletters, Teaching, Teamwork, Budgets, Training
Education
Sam Houston State University 2005 — 2009
Bachelor's Degree, Mass Communications with emphasis in Public Relations
Elizabeth (Beth) A. Rugg's Charles Schwab Experience November 2006 - January 2009
Job Operations Assistant/Client Relationship Manager/Trading Specialist at Horseman Group
Industry Financial Services
Experience
Horseman Group July 2010 - Present
TD Ameritrade January 2009 - July 2010
Charles Schwab November 2006 - January 2009
Metro Express Inc. August 2005 - November 2006
Multi-Link Home Systems August 2004 - August 2005
Barnes-Jewish Hospital December 2002 - May 2003
St. Louis Children's Hospital 2000 - 2003
Skills
Series 9/10, Series 7, Series 63, Finance, Operations Management, Strategic Financial..., Sales, Trading, Compliance, Estate Planning, Variable Annuities, Annuity Sales, Brokerage, Wrap Accounts, Microsoft Excel, Outlook, Modern Portfolio Theory, Microsoft Word, Events Coordination, Maintaining Strong..., Customer Service, Securities, Relationship Management, Equity Trading, Electronic Trading, Laserfiche, Ad Hoc Reporting, Account Management, Client Liaison, Block Trading, 401k Rollovers, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor's degree, Communication, General Certificate in Marketing
Oakville
Oakville
Horseman Group July 2010 - Present
TD Ameritrade January 2009 - July 2010
Charles Schwab November 2006 - January 2009
Metro Express Inc. August 2005 - November 2006
Multi-Link Home Systems August 2004 - August 2005
Barnes-Jewish Hospital December 2002 - May 2003
St. Louis Children's Hospital 2000 - 2003
Skills
Series 9/10, Series 7, Series 63, Finance, Operations Management, Strategic Financial..., Sales, Trading, Compliance, Estate Planning, Variable Annuities, Annuity Sales, Brokerage, Wrap Accounts, Microsoft Excel, Outlook, Modern Portfolio Theory, Microsoft Word, Events Coordination, Maintaining Strong..., Customer Service, Securities, Relationship Management, Equity Trading, Electronic Trading, Laserfiche, Ad Hoc Reporting, Account Management, Client Liaison, Block Trading, 401k Rollovers, Financial Planning
Education
Saint Louis University 2000 — 2004
Bachelor's degree, Communication, General Certificate in Marketing
Oakville
Oakville
Gordon Gray Gordon Gray's Charles Schwab Experience January 2006 - June 2012
Job Practice Head, Banking and Financial Services
Industry Information Technology and Services
Experience
SunTec Business Solutions September 2012 - Present
Charles Schwab January 2006 - June 2012
Charles Schwab January 1999 - January 2006
Continuity Solutions, Inc. September 1997 - June 1998
Levi Strauss & Co. June 1994 - July 1997
Skills
Product Marketing, Product Management, Management Consulting, Competitive Analysis, Mergers, Strategic Planning, Product Development, Financial Analysis
Education
Saint Mary's College of California 2009 — 2010
Masters of Science, Financial Analysis and Investment Management
University of California, Davis 1988 — 1993
Bachelor of Arts, Organizational Sociology
Milton Academy
SunTec Business Solutions September 2012 - Present
Charles Schwab January 2006 - June 2012
Charles Schwab January 1999 - January 2006
Continuity Solutions, Inc. September 1997 - June 1998
Levi Strauss & Co. June 1994 - July 1997
Skills
Product Marketing, Product Management, Management Consulting, Competitive Analysis, Mergers, Strategic Planning, Product Development, Financial Analysis
Education
Saint Mary's College of California 2009 — 2010
Masters of Science, Financial Analysis and Investment Management
University of California, Davis 1988 — 1993
Bachelor of Arts, Organizational Sociology
Milton Academy
Greg Botto Greg Botto's Charles Schwab Experience April 1994 - March 2000
Job Managing Director at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. August 2015 - Present
Navigator Lending Solutions, Inc. August 2014 - August 2015
Recovco LLC April 2014 - October 2014
Quatrro Global Services, Pvt Ltd. August 2007 - April 2014
GNS Financial Services March 1996 - August 2007
Charles Schwab April 1994 - March 2000
Franklin Templeton Investments October 1985 - October 1995
Wells Fargo Bank May 1982 - September 1985
Skills
Team Building, Vendor Management, Telecommunications, Business Development, Management, Contract Negotiation, Program Management, Budgets, Data Center, E-commerce, Executive Management, Human Resources, Leadership, Negotiation, Operations Management, Outsourcing, Banking, Finance, Strategy, Risk Management, Credit, Mortgage Banking, Financial Services
Education
University of California, Berkeley 1981 — 1985
BS, Applied Mathematics & Computer Science
St. Mary's College of California 1993 — 1994
MBA, International Business
Ally Financial Inc. August 2015 - Present
Navigator Lending Solutions, Inc. August 2014 - August 2015
Recovco LLC April 2014 - October 2014
Quatrro Global Services, Pvt Ltd. August 2007 - April 2014
GNS Financial Services March 1996 - August 2007
Charles Schwab April 1994 - March 2000
Franklin Templeton Investments October 1985 - October 1995
Wells Fargo Bank May 1982 - September 1985
Skills
Team Building, Vendor Management, Telecommunications, Business Development, Management, Contract Negotiation, Program Management, Budgets, Data Center, E-commerce, Executive Management, Human Resources, Leadership, Negotiation, Operations Management, Outsourcing, Banking, Finance, Strategy, Risk Management, Credit, Mortgage Banking, Financial Services
Education
University of California, Berkeley 1981 — 1985
BS, Applied Mathematics & Computer Science
St. Mary's College of California 1993 — 1994
MBA, International Business
Todd Casazza's Charles Schwab Experience September 2015 - Present
Job Relationship Manager Schwab Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
State Street Bank March 2014 - September 2015
Pershing April 2005 - March 2014
Merrill Lynch April 2002 - April 2005
Skills
Electronic Trading, Trading, Options, Trading Systems, Account Management, Risk Management, Onboarding, Financial Services, Equity Trading, Electronic Trading..., Trading Strategies, Separately Managed..., Broker-Dealer, ETFs
Education
Sacred Heart University 1997 — 2001
B.S., Finance, Business Admin.
Charles Schwab September 2015 - Present
State Street Bank March 2014 - September 2015
Pershing April 2005 - March 2014
Merrill Lynch April 2002 - April 2005
Skills
Electronic Trading, Trading, Options, Trading Systems, Account Management, Risk Management, Onboarding, Financial Services, Equity Trading, Electronic Trading..., Trading Strategies, Separately Managed..., Broker-Dealer, ETFs
Education
Sacred Heart University 1997 — 2001
B.S., Finance, Business Admin.
Megan Whalen Megan Whalen's Charles Schwab Experience June 2005 - Present
Job CSS at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Morgan Stanley November 2000 - 2005
American Hockey League January 1999 - November 2000
Skills
Series 7, Series 63, FINRA, Client Services, Salesforce.com
Education
Saint Michael's College 1994 — 1998
Bachelor of Science, Business Administration
Charles Schwab June 2005 - Present
Morgan Stanley November 2000 - 2005
American Hockey League January 1999 - November 2000
Skills
Series 7, Series 63, FINRA, Client Services, Salesforce.com
Education
Saint Michael's College 1994 — 1998
Bachelor of Science, Business Administration
Billy Malamon's Charles Schwab Experience March 2015 - Present
Job Senior Marcom Manager at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - February 2015
TMLT February 2010 - May 2013
TMLT March 2006 - February 2010
Girl Scouts September 2004 - March 2006
American Red Cross October 2002 - March 2004
Johnson & Johnson Corporate Headquarters 2000 - 2002
Raritan Valley Community College June 1999 - July 2000
Skills
Internal Communications, Public Relations, Copywriting, Video Production, Corporate Communications, Media Relations, Strategic Communications, Blogging, Advertising, Screenwriting, Copy Editing, Direct Mail, Medical Writing, Wordpress, Final Cut Pro, Public Speaking, Social Media Marketing, Content Management, Marketing Communications, Newsletters, Social Networking, Social Media, Press Releases, Creative Direction, WordPress, Email Marketing, Content Strategy, Marketing, Publications, Photography
Education
Rutgers University-New Brunswick 2000 — 2002
Master's, Communication & Information Studies
Rowan University 1994 — 1999
Bachelor's, Communications - Radio, Television & Film
Delsea High School 1990 — 1994
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - February 2015
TMLT February 2010 - May 2013
TMLT March 2006 - February 2010
Girl Scouts September 2004 - March 2006
American Red Cross October 2002 - March 2004
Johnson & Johnson Corporate Headquarters 2000 - 2002
Raritan Valley Community College June 1999 - July 2000
Skills
Internal Communications, Public Relations, Copywriting, Video Production, Corporate Communications, Media Relations, Strategic Communications, Blogging, Advertising, Screenwriting, Copy Editing, Direct Mail, Medical Writing, Wordpress, Final Cut Pro, Public Speaking, Social Media Marketing, Content Management, Marketing Communications, Newsletters, Social Networking, Social Media, Press Releases, Creative Direction, WordPress, Email Marketing, Content Strategy, Marketing, Publications, Photography
Education
Rutgers University-New Brunswick 2000 — 2002
Master's, Communication & Information Studies
Rowan University 1994 — 1999
Bachelor's, Communications - Radio, Television & Film
Delsea High School 1990 — 1994
Deborah Carbone's Charles Schwab Experience 2010 - 2011
Job Investigative Analyst at MUFG Union Bank, N.A.
Industry Banking
Experience
MUFG Americas April 2013 - Present
Union Bank April 2013 - July 2014
Robert Half Legal 2012 - 2013
Ross Stores 2011 - 2012
Charles Schwab 2010 - 2011
AAA Northern California, Nevada & Utah - (California State Automobile Association) 2000 - 2010
Skills
Detail-oriented, Analytical, Research, Due Diligence, Information Gathering, Document Management, Writing, Public Records, Legal, LexisNexis, Westlaw
Education
Saint Mary's College of California
Bachelor's Degree
St. Mary's College of California
Paralegal Certificate - (ABA-approved)
MUFG Americas April 2013 - Present
Union Bank April 2013 - July 2014
Robert Half Legal 2012 - 2013
Ross Stores 2011 - 2012
Charles Schwab 2010 - 2011
AAA Northern California, Nevada & Utah - (California State Automobile Association) 2000 - 2010
Skills
Detail-oriented, Analytical, Research, Due Diligence, Information Gathering, Document Management, Writing, Public Records, Legal, LexisNexis, Westlaw
Education
Saint Mary's College of California
Bachelor's Degree
St. Mary's College of California
Paralegal Certificate - (ABA-approved)
Paul de Paschalis Paul de Paschalis's Charles Schwab Experience April 1997 - October 2001
Job Customer Experience Evangelist at Oracle
Industry Financial Services
Experience
Oracle October 2014 - Present
Wells Fargo Bank October 2012 - September 2014
Wells Fargo September 2011 - October 2012
Wells Fargo April 2004 - September 2011
Autonomy December 2001 - November 2004
Charles Schwab April 1997 - October 2001
Xpert Consulting Services June 1994 - August 1997
Gap Inc. May 1991 - June 1994
AT&T June 1984 - October 1991
Skills
Customer Experience, Customer Service, Integration, Vendor Management, Program Management, Cloud Computing, Mobile Technology, Telecommunications, SaaS, Enterprise Software, Call Centers, Business Analysis, CRM, Mobile Devices, Analytics, VoIP, Project Management, Call Center, Telephony, Budgets, Innovation, Mobile Payments, CRM software, Reporting & Analysis, Data Network, Relationship Management, Telecom Expense..., Budget Oversight
Education
Saint Mary's College of California 1982 — 1986
ba
de la salle high school 1977 — 1981
Oracle October 2014 - Present
Wells Fargo Bank October 2012 - September 2014
Wells Fargo September 2011 - October 2012
Wells Fargo April 2004 - September 2011
Autonomy December 2001 - November 2004
Charles Schwab April 1997 - October 2001
Xpert Consulting Services June 1994 - August 1997
Gap Inc. May 1991 - June 1994
AT&T June 1984 - October 1991
Skills
Customer Experience, Customer Service, Integration, Vendor Management, Program Management, Cloud Computing, Mobile Technology, Telecommunications, SaaS, Enterprise Software, Call Centers, Business Analysis, CRM, Mobile Devices, Analytics, VoIP, Project Management, Call Center, Telephony, Budgets, Innovation, Mobile Payments, CRM software, Reporting & Analysis, Data Network, Relationship Management, Telecom Expense..., Budget Oversight
Education
Saint Mary's College of California 1982 — 1986
ba
de la salle high school 1977 — 1981
Kevin Stromberg's Charles Schwab Experience August 2015 - Present
Job Managing Director IT Applications Engineering at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2015 - Present
Western Union May 2015 - August 2015
Accuvant a Blackstone Company August 2013 - February 2015
FrontRange October 2011 - August 2013
Iron Mountain January 2007 - October 2011
PhotoTLC April 2006 - January 2007
PSI Consulting January 2002 - January 2006
Cholestech January 2000 - January 2002
Bay Alarm Company January 1998 - January 2000
Sun Microsystems January 1995 - January 1998
Skills
Governance, Deployment, SDLC, SaaS, Product Management, IT Strategy, Outsourcing, Vendor Management, IT Governance, Strategic Planning, Security, E-commerce, Change Management, Team Building, Cloud Computing, IT Operations, IT Service Management, Compliance, Contract Negotiations, Mentoring, Business Strategy, Data Center, IT Management, Program Management, Leadership, CRM, Business Process, Business Intelligence, Disaster Recovery, ERP, Management, Software Development, Strategy, Professional Services, Information Technology, Enterprise Software, Consulting, Networking, Integration, Infrastructure, Project Management, Business Continuity, Information Security, Process Improvement, Cross-functional Team..., System Deployment, Storage, Team Leadership
Education
Saint Mary's College of California
MBA, Business Administration - School of Economics
University of San Francisco
B.S, Computer Information Systems
Charles Schwab August 2015 - Present
Western Union May 2015 - August 2015
Accuvant a Blackstone Company August 2013 - February 2015
FrontRange October 2011 - August 2013
Iron Mountain January 2007 - October 2011
PhotoTLC April 2006 - January 2007
PSI Consulting January 2002 - January 2006
Cholestech January 2000 - January 2002
Bay Alarm Company January 1998 - January 2000
Sun Microsystems January 1995 - January 1998
Skills
Governance, Deployment, SDLC, SaaS, Product Management, IT Strategy, Outsourcing, Vendor Management, IT Governance, Strategic Planning, Security, E-commerce, Change Management, Team Building, Cloud Computing, IT Operations, IT Service Management, Compliance, Contract Negotiations, Mentoring, Business Strategy, Data Center, IT Management, Program Management, Leadership, CRM, Business Process, Business Intelligence, Disaster Recovery, ERP, Management, Software Development, Strategy, Professional Services, Information Technology, Enterprise Software, Consulting, Networking, Integration, Infrastructure, Project Management, Business Continuity, Information Security, Process Improvement, Cross-functional Team..., System Deployment, Storage, Team Leadership
Education
Saint Mary's College of California
MBA, Business Administration - School of Economics
University of San Francisco
B.S, Computer Information Systems
Denise Larkin Denise Larkin's Charles Schwab Experience 1993 - 1999
Job Independent Animal Rescuer at Animal Rescue
Industry Writing and Editing
Experience
Animal Rescue February 2011 - Present
ResumeRighter January 2000 - Present
City Ballet of San Diego January 2003 - December 2010
AllAdvantage.com January 2000 - January 2001
Charles Schwab 1993 - 1999
Skills
Resume Writing, Cover Letters, Social Media, Recruiting, Interviews, Human Resources, Animal Welfare
Education
Saint Mary's College of California 1985 — 1989
BA, Management
St. Giles Language Teaching Center
CELTA, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of California, Berkeley
Foreign Languages and Literatures, General
Animal Rescue February 2011 - Present
ResumeRighter January 2000 - Present
City Ballet of San Diego January 2003 - December 2010
AllAdvantage.com January 2000 - January 2001
Charles Schwab 1993 - 1999
Skills
Resume Writing, Cover Letters, Social Media, Recruiting, Interviews, Human Resources, Animal Welfare
Education
Saint Mary's College of California 1985 — 1989
BA, Management
St. Giles Language Teaching Center
CELTA, Teaching English as a Second or Foreign Language/ESL Language Instructor
University of California, Berkeley
Foreign Languages and Literatures, General
Jenelle Grant Jenelle Grant's Charles Schwab Experience 2000 - 2000
Job
Industry Higher Education
Experience
University of Illinois at Urbana-Champaign 2007 - Present
Wolfram, U. of Illinois, Saint Louis U. 2005 - 2013
Illinois Program in Paris January 2009 - June 2009
Nordstrom 2003 - 2005
Charles Schwab 2000 - 2000
Skills
Higher Education, Teaching, University Teaching, Language Teaching, Research, French, Editing, Public Speaking, Translation, Student Affairs, Curriculum Development, French Teaching
Education
University of Illinois at Urbana-Champaign
Doctor of Philosophy (PhD)
Saint Louis University
Master's Degree
Whitman College
Bachelor's Degree
University of Illinois at Urbana-Champaign 2007 - Present
Wolfram, U. of Illinois, Saint Louis U. 2005 - 2013
Illinois Program in Paris January 2009 - June 2009
Nordstrom 2003 - 2005
Charles Schwab 2000 - 2000
Skills
Higher Education, Teaching, University Teaching, Language Teaching, Research, French, Editing, Public Speaking, Translation, Student Affairs, Curriculum Development, French Teaching
Education
University of Illinois at Urbana-Champaign
Doctor of Philosophy (PhD)
Saint Louis University
Master's Degree
Whitman College
Bachelor's Degree
Dorothy Garcia Dorothy Garcia's Charles Schwab Experience August 2000 - August 2002
Job Program Analyst at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State August 2014 - Present
U.S. Department of State July 2012 - July 2014
U.S. Department of State March 2010 - July 2012
Scottrade March 2007 - August 2009
BancWest Investments 2004 - 2005
Charles Schwab August 2000 - August 2002
Charles Schwab April 1998 - August 2000
Skills
Policy, Government, International Relations, Leadership, Public Speaking, Analysis, Customer Service, Training, Data Analysis, Spanish, Project Management, Program Management, Intelligence Analysis, Background Checks, Analytical Skills, Human Resources, Employee Relations, Economics, Research, Microsoft Office, Proposal Writing, Public Relations, Series 7, Series 63, Trading Systems, Equity Trading, Investment Brokerage, Business Development, Business Strategy, Federal Government, Risk Management, Business Writing, Investigative Research, Employee Training, Fraud Investigations, Fraud Prevention, Securities, mutual funds, Wealth Management..., 401k, US Equities, Financial Services, Fixed Income, ETFs, IRAs, Back Office, Customer Service..., Customer Service..., Stocks, First Responder
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
U.S. Department of State August 2014 - Present
U.S. Department of State July 2012 - July 2014
U.S. Department of State March 2010 - July 2012
Scottrade March 2007 - August 2009
BancWest Investments 2004 - 2005
Charles Schwab August 2000 - August 2002
Charles Schwab April 1998 - August 2000
Skills
Policy, Government, International Relations, Leadership, Public Speaking, Analysis, Customer Service, Training, Data Analysis, Spanish, Project Management, Program Management, Intelligence Analysis, Background Checks, Analytical Skills, Human Resources, Employee Relations, Economics, Research, Microsoft Office, Proposal Writing, Public Relations, Series 7, Series 63, Trading Systems, Equity Trading, Investment Brokerage, Business Development, Business Strategy, Federal Government, Risk Management, Business Writing, Investigative Research, Employee Training, Fraud Investigations, Fraud Prevention, Securities, mutual funds, Wealth Management..., 401k, US Equities, Financial Services, Fixed Income, ETFs, IRAs, Back Office, Customer Service..., Customer Service..., Stocks, First Responder
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.)
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Nels Hinderlie Nels Hinderlie's Charles Schwab Experience October 2014 - December 2014
Job
Industry Internet
Experience
MarkMonitor, part of Thomson Reuters March 2015 - Present
Liftopia, Inc. February 2015 - March 2015
Vail Resorts December 2003 - January 2015
Charles Schwab October 2014 - December 2014
Clearview Window Cleaning June 2007 - December 2014
Head October 2010 - April 2014
itGreenergy.com August 2012 - August 2013
Vail Resorts October 2011 - April 2013
Education
University of Colorado Denver 2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
St. John's University 1994 — 1998
B.A., Political Science and Government
MarkMonitor, part of Thomson Reuters March 2015 - Present
Liftopia, Inc. February 2015 - March 2015
Vail Resorts December 2003 - January 2015
Charles Schwab October 2014 - December 2014
Clearview Window Cleaning June 2007 - December 2014
Head October 2010 - April 2014
itGreenergy.com August 2012 - August 2013
Vail Resorts October 2011 - April 2013
Education
University of Colorado Denver 2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
St. John's University 1994 — 1998
B.A., Political Science and Government
Valerie Mittelman Valerie Mittelman's Charles Schwab Experience June 2004 - November 2013
Job Career Transition Consultant / Educator / Learning and Development Professional
Industry Human Resources
Experience
Lee Hecht Harrison February 2014 - Present
University of Phoenix February 2014 - Present
Berlitz Corporation September 2014 - Present
Charles Schwab June 2004 - November 2013
Independent Consultant 2003 - 2004
CDI Corporation 1997 - 2003
America West Airlines 1995 - 1996
The Walt Disney Company 1990 - 1995
Skills
Organizational..., Organizational..., Needs Analysis, Instructional Design, Succession Planning, Training, Performance Management, Management, Talent Management, Coaching, Culture Change, Leadership, Employee Benefits, Leadership Development, Workshop Facilitation, Employee Engagement, Employee Relations, Executive Coaching, Management Development, Onboarding, Workforce Planning, Career Development, Program Management, Organizational Design, Employee Training, 360 Feedback, Talent Acquisition, Training Delivery, Personnel Management
Education
University of South Australia
DipEd, Education
University of Central Florida
M. S., Industrial / Organizational Psychology
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Lee Hecht Harrison February 2014 - Present
University of Phoenix February 2014 - Present
Berlitz Corporation September 2014 - Present
Charles Schwab June 2004 - November 2013
Independent Consultant 2003 - 2004
CDI Corporation 1997 - 2003
America West Airlines 1995 - 1996
The Walt Disney Company 1990 - 1995
Skills
Organizational..., Organizational..., Needs Analysis, Instructional Design, Succession Planning, Training, Performance Management, Management, Talent Management, Coaching, Culture Change, Leadership, Employee Benefits, Leadership Development, Workshop Facilitation, Employee Engagement, Employee Relations, Executive Coaching, Management Development, Onboarding, Workforce Planning, Career Development, Program Management, Organizational Design, Employee Training, 360 Feedback, Talent Acquisition, Training Delivery, Personnel Management
Education
University of South Australia
DipEd, Education
University of Central Florida
M. S., Industrial / Organizational Psychology
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Mike Paikos Mike Paikos's Charles Schwab Experience December 1998 - January 2002
Job Investment Program Manager at BHFCU / Invest Financial
Industry Investment Management
Experience
BHFCU / Invest Financial September 2014 - Present
BHFCU / Invest Financial November 2009 - Present
Wayne Stanley Properties, LLC November 2010 - Present
BHFCU / Financial Network Investment Corporation, Member SIPC April 2002 - November 2009
Charles Schwab December 1998 - January 2002
Donaldson, Lufkin & Jenrette (now Credit Suisse) May 1997 - September 1998
Skills
Retirement Planning, Investment Strategies, Investment Advisory, Investments, Wealth Management, Insurance
Education
St. Mary's College of California 1993 — 1996
Bachelor of Science (B.S.), Business Administration
BHFCU / Invest Financial September 2014 - Present
BHFCU / Invest Financial November 2009 - Present
Wayne Stanley Properties, LLC November 2010 - Present
BHFCU / Financial Network Investment Corporation, Member SIPC April 2002 - November 2009
Charles Schwab December 1998 - January 2002
Donaldson, Lufkin & Jenrette (now Credit Suisse) May 1997 - September 1998
Skills
Retirement Planning, Investment Strategies, Investment Advisory, Investments, Wealth Management, Insurance
Education
St. Mary's College of California 1993 — 1996
Bachelor of Science (B.S.), Business Administration
James McManus CMFC AAMS James McManus CMFC AAMS's Charles Schwab Experience August 1999 - February 2004
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
Daniel Butts's Charles Schwab Experience May 1999 - January 2004
Job Chief Operating Officer at Battaglia Group Management, LLC
Industry Real Estate
Experience
Battaglia Group Management, LLC November 2006 - Present
CNL January 2004 - November 2006
Charles Schwab May 1999 - January 2004
Skills
Leadership, Community Outreach, Problem Solving, Strategic Planning, Deal Maker, Lease Negotiations, Conflict Resolution, Networking, Staff Supervision, Financial Advisory, Project Management, Construction Management, Negotiation
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Florida 1994 — 1996
Bachelor of Science (BS), Agricultural Economics
Battaglia Group Management, LLC November 2006 - Present
CNL January 2004 - November 2006
Charles Schwab May 1999 - January 2004
Skills
Leadership, Community Outreach, Problem Solving, Strategic Planning, Deal Maker, Lease Negotiations, Conflict Resolution, Networking, Staff Supervision, Financial Advisory, Project Management, Construction Management, Negotiation
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Florida 1994 — 1996
Bachelor of Science (BS), Agricultural Economics
Ray Pinelli Ray Pinelli's Charles Schwab Experience January 1996 - March 2000
Job Proven Investment Management Sales & Relationship Leader
Industry Investment Management
Experience
Fred Alger Management, Inc. January 2013 - January 2015
Fred Alger Management April 2008 - December 2012
Fred Alger Management, Inc. January 2006 - March 2008
Fred Alger Management, Inc. March 2000 - December 2005
Charles Schwab January 1996 - March 2000
Charles Schwab January 1991 - December 1995
Skills
Mutual Funds, Relationship Management, Sales Management, Capital Markets, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Marketing, Series 63, Series 7, Series 24, Financial Advisory, Investments, Equities, Investment Management, Financial Services, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Fixed Income, Finance, Management, ETFs
Education
New York University - Leonard N. Stern School of Business
MBA, Finance. Graduated with Distinction.
Rutgers University-New Brunswick
BA, Economics. Graduated cum laude.
Fred Alger Management, Inc. January 2013 - January 2015
Fred Alger Management April 2008 - December 2012
Fred Alger Management, Inc. January 2006 - March 2008
Fred Alger Management, Inc. March 2000 - December 2005
Charles Schwab January 1996 - March 2000
Charles Schwab January 1991 - December 1995
Skills
Mutual Funds, Relationship Management, Sales Management, Capital Markets, Portfolio Management, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Marketing, Series 63, Series 7, Series 24, Financial Advisory, Investments, Equities, Investment Management, Financial Services, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Fixed Income, Finance, Management, ETFs
Education
New York University - Leonard N. Stern School of Business
MBA, Finance. Graduated with Distinction.
Rutgers University-New Brunswick
BA, Economics. Graduated cum laude.
Ted Richards Ted Richards's Charles Schwab Experience February 1997 - May 2004
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company/NYLIFE Securities August 2014 - Present
Scottrade July 2006 - May 2013
Santander Bank, N.A. June 2004 - June 2006
Charles Schwab February 1997 - May 2004
Accelerated Companies January 1995 - April 1997
Smith Barney January 1994 - July 1995
Skills
Wealth Preservation..., Training & Development, Retirement Planning, Risk Management, Strategy, Asset Protection, Protection..., Education Funding..., Talent Acquisition, Mentoring, Sales Management, Cross-functional Team..., Instructor-led Training, Performance Consulting, Relationship Management, Hiring, Training Facilitation, Sales, Business Development, Networking, Management
Education
Salem State University 1989 — 1993
Bachelor of Science Economics
Beverly High School 1986 — 1989
New York Life Insurance Company/NYLIFE Securities August 2014 - Present
Scottrade July 2006 - May 2013
Santander Bank, N.A. June 2004 - June 2006
Charles Schwab February 1997 - May 2004
Accelerated Companies January 1995 - April 1997
Smith Barney January 1994 - July 1995
Skills
Wealth Preservation..., Training & Development, Retirement Planning, Risk Management, Strategy, Asset Protection, Protection..., Education Funding..., Talent Acquisition, Mentoring, Sales Management, Cross-functional Team..., Instructor-led Training, Performance Consulting, Relationship Management, Hiring, Training Facilitation, Sales, Business Development, Networking, Management
Education
Salem State University 1989 — 1993
Bachelor of Science Economics
Beverly High School 1986 — 1989
Ryan Hyatt Ryan Hyatt's Charles Schwab Experience July 2006 - March 2008
Job Special Agent at U.S. Army Criminal Investigation Command
Industry Law Enforcement
Experience
United States Army Criminal Investigation Command December 2011 - Present
US Army July 2008 - December 2011
Charles Schwab July 2006 - March 2008
Caesars Entertainment Corporation July 2005 - July 2006
United Rentals Inc. September 2004 - July 2005
Skills
Military, Law Enforcement..., Microsoft Office, Microsoft Excel, Executive Protection, PowerPoint, Outlook, Microsoft Word, Evidence, Crime Prevention, Security Clearance, Army, Federal Law Enforcement, Interviews, Customer Service, English, Windows, Research, Team Building, Project Management, Teamwork, Team Leadership, Coaching, Leadership, Analysis, Data Entry, Criminal Investigations, Training, Time Management, Surveillance, Counter Surveillance, Investigation, Criminal Intelligence, Evidence Collection, Interrogation, Active Top Secret..., Close Protection, Instruction, Law Enforcement
Education
Saint Mary's College of California 2015 — 2016
Master of Arts (M.A.), Leadership
California State University-Fresno 2000 — 2004
Bachelor of Science (B.S.), Business Management, Organizational Leadership
United States Army Criminal Investigation Command December 2011 - Present
US Army July 2008 - December 2011
Charles Schwab July 2006 - March 2008
Caesars Entertainment Corporation July 2005 - July 2006
United Rentals Inc. September 2004 - July 2005
Skills
Military, Law Enforcement..., Microsoft Office, Microsoft Excel, Executive Protection, PowerPoint, Outlook, Microsoft Word, Evidence, Crime Prevention, Security Clearance, Army, Federal Law Enforcement, Interviews, Customer Service, English, Windows, Research, Team Building, Project Management, Teamwork, Team Leadership, Coaching, Leadership, Analysis, Data Entry, Criminal Investigations, Training, Time Management, Surveillance, Counter Surveillance, Investigation, Criminal Intelligence, Evidence Collection, Interrogation, Active Top Secret..., Close Protection, Instruction, Law Enforcement
Education
Saint Mary's College of California 2015 — 2016
Master of Arts (M.A.), Leadership
California State University-Fresno 2000 — 2004
Bachelor of Science (B.S.), Business Management, Organizational Leadership
Sheena Moore Sheena Moore's Charles Schwab Experience June 2013 - January 2015
Job Operational Risk Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Charles Schwab June 2013 - January 2015
Bank of the West August 2012 - June 2013
Bank of the West June 2008 - August 2012
Bank of the West May 2003 - June 2008
Deloitte May 1995 - December 2000
Franchise Tax Board January 1993 - April 1995
Skills
Internal Audit, Operational Risk..., Financial Regulation, Regulatory Requirements, Basel II, Operational Risk, Risk Management
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration
Morgan Stanley January 2015 - Present
Charles Schwab June 2013 - January 2015
Bank of the West August 2012 - June 2013
Bank of the West June 2008 - August 2012
Bank of the West May 2003 - June 2008
Deloitte May 1995 - December 2000
Franchise Tax Board January 1993 - April 1995
Skills
Internal Audit, Operational Risk..., Financial Regulation, Regulatory Requirements, Basel II, Operational Risk, Risk Management
Education
Saint Mary's College of California
Master of Business Administration (M.B.A.)
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration
Todd Cerami Todd Cerami's Charles Schwab Experience September 1999 - December 2004
Job Proprietor, Fine Accoutrements
Industry Consumer Goods
Experience
Fine Accoutrements October 2013 - Present
Efficient Financial October 2013 - December 2014
QCI Asset Management January 2005 - September 2013
Charles Schwab September 1999 - December 2004
Morgan Stanley October 1996 - September 1999
Skills
Retirement Plan..., 401k, Retirement Planning, Investments, Retirement, Investment Advisory, Mutual Funds
Education
State University of New York College at Oswego 1994 — 1996
BS, Business Administration
Saint Joseph's University 1991 — 1992
Marketing
McQuaid Jesuit HS 1989 — 1991
Fine Accoutrements October 2013 - Present
Efficient Financial October 2013 - December 2014
QCI Asset Management January 2005 - September 2013
Charles Schwab September 1999 - December 2004
Morgan Stanley October 1996 - September 1999
Skills
Retirement Plan..., 401k, Retirement Planning, Investments, Retirement, Investment Advisory, Mutual Funds
Education
State University of New York College at Oswego 1994 — 1996
BS, Business Administration
Saint Joseph's University 1991 — 1992
Marketing
McQuaid Jesuit HS 1989 — 1991
Steven Hart, CFP Steven Hart, CFP's Charles Schwab Experience 1999 - 2001
Job Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 2001 - Present
Charles Schwab 1999 - 2001
BMO Nesbitt Burns 1995 - 1999
Skills
Wealth Management, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Financial Advisory, Wealth, Finance, Financial Planners, Insurance, Asset Allocation, Mutual Funds, Wealth Management..., Retirement Planning, Portfolio Management, Securities, Asset Management, Equities
Education
Ryerson University 1987 — 1991
BBM, Accounting/Finance
Applewood Heights 1983 — 1987
BMO Nesbitt Burns October 2001 - Present
Charles Schwab 1999 - 2001
BMO Nesbitt Burns 1995 - 1999
Skills
Wealth Management, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Financial Advisory, Wealth, Finance, Financial Planners, Insurance, Asset Allocation, Mutual Funds, Wealth Management..., Retirement Planning, Portfolio Management, Securities, Asset Management, Equities
Education
Ryerson University 1987 — 1991
BBM, Accounting/Finance
Applewood Heights 1983 — 1987
Michelle Devereaux Reidy Michelle Devereaux Reidy's Charles Schwab Experience August 2008 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Marketing and Advertising
William Rockett's Charles Schwab Experience May 2011 - Present
Job Managing Director at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2011 - Present
Symphony Asset Management November 2010 - May 2011
SF Sentry - Cypress Management August 2006 - July 2010
Symphony Asset Management April 2005 - July 2006
Barclays Capital July 2003 - December 2004
U.S. Trust August 2000 - June 2003
U.S. Trust March 1999 - August 2000
Schroder & Co. January 1998 - March 1999
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Rollins College 1993 — 1997
BA
Charles Schwab May 2011 - Present
Symphony Asset Management November 2010 - May 2011
SF Sentry - Cypress Management August 2006 - July 2010
Symphony Asset Management April 2005 - July 2006
Barclays Capital July 2003 - December 2004
U.S. Trust August 2000 - June 2003
U.S. Trust March 1999 - August 2000
Schroder & Co. January 1998 - March 1999
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Rollins College 1993 — 1997
BA
James Donohoe's Charles Schwab Experience June 1996 - December 1996
Job Insert compelling headline with buzzwords here
Industry Information Technology and Services
Experience
Cisco August 2014 - Present
Cisco August 2010 - 2014
LLNL (Lawrence Livermore National Laboratory) August 2007 - October 2009
Chevron Corporation June 2006 - July 2007
Microsoft December 2001 - February 2006
Contivo July 2000 - December 2001
Fatbrain.com August 1999 - May 2000
Hitachi America December 1996 - August 1999
Charles Schwab June 1996 - December 1996
Mobile Computer Consulting December 1991 - June 1996
Skills
Data Center, ITIL, IT Management, Program Management, Management, Cloud Computing, Project Management, Leadership, Networking, SaaS, Unix, Cisco Technologies, Integration, Infrastructure, Telecommunications, Linux, Troubleshooting, Servers, Change Management, System Administration, Team Leadership, IT Strategy, E-commerce, Enterprise Architecture, Team Building, Vendor Management, Agile Methodologies, IT Operations, IT Service Management, Storage, Storage Area Networks, Databases, Windows, Human Resources, Security, Technical Support, Virtualization, Process Improvement, Software Project..., SDLC, Cross-functional Team..., System Architecture, Product Management, Enterprise Software, Agile Project Management, Budgets, Performance Tuning, Microsoft SQL Server, PMP, Phrasing
Education
Saint Mary's College of California 2005 — 2007
Management, Business
Cisco August 2014 - Present
Cisco August 2010 - 2014
LLNL (Lawrence Livermore National Laboratory) August 2007 - October 2009
Chevron Corporation June 2006 - July 2007
Microsoft December 2001 - February 2006
Contivo July 2000 - December 2001
Fatbrain.com August 1999 - May 2000
Hitachi America December 1996 - August 1999
Charles Schwab June 1996 - December 1996
Mobile Computer Consulting December 1991 - June 1996
Skills
Data Center, ITIL, IT Management, Program Management, Management, Cloud Computing, Project Management, Leadership, Networking, SaaS, Unix, Cisco Technologies, Integration, Infrastructure, Telecommunications, Linux, Troubleshooting, Servers, Change Management, System Administration, Team Leadership, IT Strategy, E-commerce, Enterprise Architecture, Team Building, Vendor Management, Agile Methodologies, IT Operations, IT Service Management, Storage, Storage Area Networks, Databases, Windows, Human Resources, Security, Technical Support, Virtualization, Process Improvement, Software Project..., SDLC, Cross-functional Team..., System Architecture, Product Management, Enterprise Software, Agile Project Management, Budgets, Performance Tuning, Microsoft SQL Server, PMP, Phrasing
Education
Saint Mary's College of California 2005 — 2007
Management, Business
Ray Pace's Charles Schwab Experience July 1996 - September 1996
Job Senior Infrastructure Project Manager at Walt Disney World
Industry Information Technology and Services
Experience
TEKsystems November 2012 - September 2013
Goodwill Industries of Manasota June 2011 - June 2012
U-Turn Media Group / Unity Mobile / International Media Ventures November 2007 - June 2010
Gentiva July 2007 - October 2007
PricewaterhouseCoopers December 2003 - May 2007
Prudential Financial June 1997 - November 2003
Walt Disney World Information Systems April 1997 - June 1997
AT&T Information Technology Services September 1996 - April 1997
Charles Schwab July 1996 - September 1996
Recom Inc April 1996 - July 1996
Skills
Quality Assurance, Budgeting, ITIL, SDLC, Apache, IIS, Windows Server, Linux, MySQL, Firewalls, Change Management, Management, Project Management, Microsoft SQL Server, Data Center, Disaster Recovery, Budgets, Tier 3 Data Center..., Network Operations &..., Platform Engineering, Enterprise Architecture..., Virtualization, VMware Infrastructure, Automation Technologies, Operating Systems, Cloud Computing, Storage Virtualization, Staff Management, PCI DSS, Audit Compliance, Service Level Agreements, Performance Measurement, Customer Service, IT Outsourcing, Agile Project Management, Scrum, Servers, IT Service Management, SharePoint, VMware, Troubleshooting, Active Directory
Education
Saint Leo University
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
TEKsystems November 2012 - September 2013
Goodwill Industries of Manasota June 2011 - June 2012
U-Turn Media Group / Unity Mobile / International Media Ventures November 2007 - June 2010
Gentiva July 2007 - October 2007
PricewaterhouseCoopers December 2003 - May 2007
Prudential Financial June 1997 - November 2003
Walt Disney World Information Systems April 1997 - June 1997
AT&T Information Technology Services September 1996 - April 1997
Charles Schwab July 1996 - September 1996
Recom Inc April 1996 - July 1996
Skills
Quality Assurance, Budgeting, ITIL, SDLC, Apache, IIS, Windows Server, Linux, MySQL, Firewalls, Change Management, Management, Project Management, Microsoft SQL Server, Data Center, Disaster Recovery, Budgets, Tier 3 Data Center..., Network Operations &..., Platform Engineering, Enterprise Architecture..., Virtualization, VMware Infrastructure, Automation Technologies, Operating Systems, Cloud Computing, Storage Virtualization, Staff Management, PCI DSS, Audit Compliance, Service Level Agreements, Performance Measurement, Customer Service, IT Outsourcing, Agile Project Management, Scrum, Servers, IT Service Management, SharePoint, VMware, Troubleshooting, Active Directory
Education
Saint Leo University
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Dennis E. Mojares, Jr. Dennis E. Mojares, Jr.'s Charles Schwab Experience 2007 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2007 - Present
Wachovia Securities, LLC 2003 - 2007
HSBC Retail Banking and Wealth Management 2002 - 2003
UBS Financial Services 2000 - 2002
Merrill Lynch 1995 - 2000
Skills
Equities, Asset Management, Asset Allocation
Education
Saint Bonaventure University 1985 — 1990
Bachelor of Arts (BA), Psychology/Finance
Oratory Catholic Prep 1979 — 1985
Oak Knoll School
Charles Schwab 2007 - Present
Wachovia Securities, LLC 2003 - 2007
HSBC Retail Banking and Wealth Management 2002 - 2003
UBS Financial Services 2000 - 2002
Merrill Lynch 1995 - 2000
Skills
Equities, Asset Management, Asset Allocation
Education
Saint Bonaventure University 1985 — 1990
Bachelor of Arts (BA), Psychology/Finance
Oratory Catholic Prep 1979 — 1985
Oak Knoll School
Correy Bernal Correy Bernal's Charles Schwab Experience April 1992 - December 2001
Job Billing Department at The Allergy and Asthma Clinic
Industry Medical Practice
Experience
The Allergy and Asthma Clinic April 2012 - Present
Charles Schwab April 1992 - December 2001
World Savings March 1988 - March 1992
Skills
QuickBooks Certified...
Education
St. Mary's College of California 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
The Allergy and Asthma Clinic April 2012 - Present
Charles Schwab April 1992 - December 2001
World Savings March 1988 - March 1992
Skills
QuickBooks Certified...
Education
St. Mary's College of California 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Christopher Dankworth Christopher Dankworth's Charles Schwab Experience November 1997 - July 2012
Job Principal at Cypress Wealth Advisors | Wealth Advisor | Legacy Planning | Wealth Preservation
Industry Investment Management
Experience
Cypress Wealth Advisors July 2012 - Present
Charles Schwab November 1997 - July 2012
Education
St. Mary's College of California 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Cypress Wealth Advisors July 2012 - Present
Charles Schwab November 1997 - July 2012
Education
St. Mary's College of California 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Cyrus Katrak Cyrus Katrak's Charles Schwab Experience September 2013 - Present
Job Senior Manager, PMP, SAS Platform at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Fireman's Fund Insurance Company October 2012 - September 2013
Wells Fargo May 2008 - July 2012
Wells Fargo May 2005 - May 2008
Quality Planning Corporation February 2001 - April 2005
Fireman's Fund Insurance Company October 1991 - February 2001
St. Bonaventure University August 1987 - August 1991
Skills
Leadership, Business Intelligence, Portfolio Management, Data Analysis, Database Marketing, Data Warehousing, Business Analytics, Risk Management, Unix, SQL, SAS, Databases, Oracle, Analytics, Analysis, Software Documentation, Agile Methodologies, Enterprise Architecture, Business Process, Program Management, Enterprise Software, ETL, Strategy, Integration, Microsoft SQL Server, E-commerce, Software Development, CRM, SDLC, Project Portfolio..., Quality Assurance, Business Requirements, Business Analysis, Testing, Data Modeling, Management
Education
Saint Bonaventure University 1985 — 1987
MBA, Finance
St. Xavier's College 1981 — 1985
B.Com, Accounting
Charles Schwab September 2013 - Present
Fireman's Fund Insurance Company October 2012 - September 2013
Wells Fargo May 2008 - July 2012
Wells Fargo May 2005 - May 2008
Quality Planning Corporation February 2001 - April 2005
Fireman's Fund Insurance Company October 1991 - February 2001
St. Bonaventure University August 1987 - August 1991
Skills
Leadership, Business Intelligence, Portfolio Management, Data Analysis, Database Marketing, Data Warehousing, Business Analytics, Risk Management, Unix, SQL, SAS, Databases, Oracle, Analytics, Analysis, Software Documentation, Agile Methodologies, Enterprise Architecture, Business Process, Program Management, Enterprise Software, ETL, Strategy, Integration, Microsoft SQL Server, E-commerce, Software Development, CRM, SDLC, Project Portfolio..., Quality Assurance, Business Requirements, Business Analysis, Testing, Data Modeling, Management
Education
Saint Bonaventure University 1985 — 1987
MBA, Finance
St. Xavier's College 1981 — 1985
B.Com, Accounting
Laura Castellanos Laura Castellanos's Charles Schwab Experience September 2014 - Present
Job Managing Director, Client Solutions Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab 2006 - September 2014
PENSCO Trust Company 2004 - 2005
Charles Schwab 1999 - 2004
American Express 1996 - 1998
Legal, Regulatory and Non-profit Management 1981 - 1996
Skills
Leadership, Business Strategy, Strategic Planning, Strategy, Management, Marketing Strategy, Digital Marketing, Diversity Marketing, Legal Issues, Pricing, Product Innovation, Product Management, Product Marketing, Product Development, Business Development, Integrated Marketing, Customer Acquisition, Marketing Communications, Finance, Advertising, B2B, Financial Services
Education
Wake Forest University School of Law
JD, International/Global Studies; Government and Regulatory Issues
Salem College
BA, French, Spanish
Charles Schwab September 2014 - Present
Charles Schwab 2006 - September 2014
PENSCO Trust Company 2004 - 2005
Charles Schwab 1999 - 2004
American Express 1996 - 1998
Legal, Regulatory and Non-profit Management 1981 - 1996
Skills
Leadership, Business Strategy, Strategic Planning, Strategy, Management, Marketing Strategy, Digital Marketing, Diversity Marketing, Legal Issues, Pricing, Product Innovation, Product Management, Product Marketing, Product Development, Business Development, Integrated Marketing, Customer Acquisition, Marketing Communications, Finance, Advertising, B2B, Financial Services
Education
Wake Forest University School of Law
JD, International/Global Studies; Government and Regulatory Issues
Salem College
BA, French, Spanish
Chuck Gutro Chuck Gutro's Charles Schwab Experience 2001 - 2008
Job Executive Asst. at Salesforce.com
Industry Computer Software
Experience
Salesforce.com September 2008 - Present
SimplyShe January 2008 - August 2008
Charles Schwab 2001 - 2008
InnoVentry 1999 - 2001
Levi Strauss & Co. 1992 - 1999
Skills
Salesforce.com, Concur, Outlook, Microsoft Office, Administrative..., Calendaring, Customer Service, Microsoft Excel, Expense Management, Calendars, Social Media, PowerPoint, Visio, Event Planning, Access, Time Management, Community Building, Communication Skills, Community Organizing, Lotus Notes, Office Management, Google Docs, Teamwork, Windows 7, Leadership, Event Management, Recruiting, Management, Budgets, Program Management, Process Scheduler, WebEx, Contract Negotiation, Interviews, Google Apps, CRM, SaaS, Marketing Automation
Education
Salem State University
Salesforce.com September 2008 - Present
SimplyShe January 2008 - August 2008
Charles Schwab 2001 - 2008
InnoVentry 1999 - 2001
Levi Strauss & Co. 1992 - 1999
Skills
Salesforce.com, Concur, Outlook, Microsoft Office, Administrative..., Calendaring, Customer Service, Microsoft Excel, Expense Management, Calendars, Social Media, PowerPoint, Visio, Event Planning, Access, Time Management, Community Building, Communication Skills, Community Organizing, Lotus Notes, Office Management, Google Docs, Teamwork, Windows 7, Leadership, Event Management, Recruiting, Management, Budgets, Program Management, Process Scheduler, WebEx, Contract Negotiation, Interviews, Google Apps, CRM, SaaS, Marketing Automation
Education
Salem State University
Mukesh Mehta Mukesh Mehta's Charles Schwab Experience 2003 - 2008
Job Chief Information Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Larissa Raines's Charles Schwab Experience August 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
MAILTROPOLIS, LLC September 2014 - July 2015
Digital Risk May 2014 - September 2014
Digital Risk May 2013 - May 2014
Averett Warmus Durkee January 2013 - May 2013
MD Practice Consulting, Inc. July 2012 - November 2012
Florida Hospital January 2010 - July 2012
IDEAS Orlando November 2011 - May 2012
Skills
Marketing, Social Media, Leadership, Marketing Strategy, Microsoft Office, CRM, SEO, Project Planning, Teamwork, Strategy, Management, Market Research, Business Strategy, Public Speaking, Healthcare, Project Management, Public Relations, Facebook
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Master of Business Administration, 3.6
University of Central Florida 2008 — 2011
Bachelor of Science, Health Services Administration, Aging Studies Minor, 3.78
Charles Schwab August 2015 - Present
MAILTROPOLIS, LLC September 2014 - July 2015
Digital Risk May 2014 - September 2014
Digital Risk May 2013 - May 2014
Averett Warmus Durkee January 2013 - May 2013
MD Practice Consulting, Inc. July 2012 - November 2012
Florida Hospital January 2010 - July 2012
IDEAS Orlando November 2011 - May 2012
Skills
Marketing, Social Media, Leadership, Marketing Strategy, Microsoft Office, CRM, SEO, Project Planning, Teamwork, Strategy, Management, Market Research, Business Strategy, Public Speaking, Healthcare, Project Management, Public Relations, Facebook
Education
Rollins College - Crummer Graduate School of Business 2011 — 2013
Master of Business Administration, 3.6
University of Central Florida 2008 — 2011
Bachelor of Science, Health Services Administration, Aging Studies Minor, 3.78
Gaury Hernandez's Charles Schwab Experience December 2006 - July 2010
Job Registered associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Charles Schwab December 2006 - July 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Ba, Economics
Morgan Stanley Smith Barney 2010 - Present
Charles Schwab December 2006 - July 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Ba, Economics
Christian Del Pino, MBA's Charles Schwab Experience June 2010 - October 2011
Job Broker at Capital Equity Real Estate Company
Industry Real Estate
Experience
Capital Equity Real Estate Company June 2011 - Present
Charles Schwab June 2010 - October 2011
Roho Holdings/Avalon Cafe March 2008 - January 2009
DPG Realty & Mortgage Group December 2004 - February 2008
Accredited Home Lenders April 2006 - December 2007
InCharge Institute 2002 - 2004
Skills
Investment Properties, Real Estate, Negotiation, Residential, Short Sales, Residential Homes, Marketing, Financial Analysis, Marketing Strategy, Sales, Business Development, Management, Strategy, Training, Budgets, Investments
Education
Rollins College - Crummer Graduate School of Business 2009 — 2010
MBA, Marketing & Management, 3.85
Saint Leo University 2002 — 2004
Bachelor of Arts; BA, Business Administration; International Business
Capital Equity Real Estate Company June 2011 - Present
Charles Schwab June 2010 - October 2011
Roho Holdings/Avalon Cafe March 2008 - January 2009
DPG Realty & Mortgage Group December 2004 - February 2008
Accredited Home Lenders April 2006 - December 2007
InCharge Institute 2002 - 2004
Skills
Investment Properties, Real Estate, Negotiation, Residential, Short Sales, Residential Homes, Marketing, Financial Analysis, Marketing Strategy, Sales, Business Development, Management, Strategy, Training, Budgets, Investments
Education
Rollins College - Crummer Graduate School of Business 2009 — 2010
MBA, Marketing & Management, 3.85
Saint Leo University 2002 — 2004
Bachelor of Arts; BA, Business Administration; International Business
Cesar Orosco Cesar Orosco's Charles Schwab Experience August 2001 - April 2003
Job
Industry Information Technology and Services
Experience
NetApp July 2014 - Present
NetApp November 2011 - July 2014
NetApp June 2008 - November 2011
Solidcore (Acquired by McAfee) February 2006 - June 2008
Totality Corporation (Acquired by Verizon Business) August 2003 - February 2006
Charles Schwab August 2001 - April 2003
Mimecom Inc. 1999 - 2001
Barclays Global Investors (BGI) December 1997 - August 1999
Bank of America November 1996 - December 1997
IBM February 1991 - November 1996
Skills
Cloud Computing, Storage, Data Center, Virtualization, Enterprise Software, Disaster Recovery, SaaS, NetApp, Enterprise Architecture, VMware, Unix, Storage Area Networks, Security, Linux, Business Intelligence, High Availability, Perl, ITIL, Hadoop, Big Data, Enterprise Storage, Pre-sales
Education
St. Mary's College of California
Bachelor of Business Administration
NetApp July 2014 - Present
NetApp November 2011 - July 2014
NetApp June 2008 - November 2011
Solidcore (Acquired by McAfee) February 2006 - June 2008
Totality Corporation (Acquired by Verizon Business) August 2003 - February 2006
Charles Schwab August 2001 - April 2003
Mimecom Inc. 1999 - 2001
Barclays Global Investors (BGI) December 1997 - August 1999
Bank of America November 1996 - December 1997
IBM February 1991 - November 1996
Skills
Cloud Computing, Storage, Data Center, Virtualization, Enterprise Software, Disaster Recovery, SaaS, NetApp, Enterprise Architecture, VMware, Unix, Storage Area Networks, Security, Linux, Business Intelligence, High Availability, Perl, ITIL, Hadoop, Big Data, Enterprise Storage, Pre-sales
Education
St. Mary's College of California
Bachelor of Business Administration
Stephanie Becker Stephanie Becker's Charles Schwab Experience April 2005 - August 2011
Job Senior Compliance Professional
Industry Financial Services
Experience
Stephanie Becker Consulting September 2011 - Present
Charles Schwab April 2005 - August 2011
Charles Schwab April 2002 - April 2005
Charles Schwab April 2000 - April 2002
Charles Schwab August 1999 - April 2000
Del Monte Group Retirement Planning June 1998 - August 1999
Lincoln Financial Advisors August 1991 - June 1998
Skills
General Securities..., Series 24, 63 Licenses, Series 7, Investment Advisory, Strategic Financial..., Leadership, Wealth Management, Retirement Planning, Securities, Investments, Training, Insurance
Education
Saint Mary's College of California
BA, Business Management
Stephanie Becker Consulting September 2011 - Present
Charles Schwab April 2005 - August 2011
Charles Schwab April 2002 - April 2005
Charles Schwab April 2000 - April 2002
Charles Schwab August 1999 - April 2000
Del Monte Group Retirement Planning June 1998 - August 1999
Lincoln Financial Advisors August 1991 - June 1998
Skills
General Securities..., Series 24, 63 Licenses, Series 7, Investment Advisory, Strategic Financial..., Leadership, Wealth Management, Retirement Planning, Securities, Investments, Training, Insurance
Education
Saint Mary's College of California
BA, Business Management
Brian Godfrey's Charles Schwab Experience June 2005 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Charles Schwab February 2004 - June 2005
Charles Schwab August 2002 - August 2004
Charles Schwab February 2000 - August 2002
Charles Schwab November 1995 - February 2000
Wells Fargo August 1994 - November 1995
Skills
Financial Services, Leadership, Management, Investments, Security, Business Process, Sales, Recruiting, Accounting, Finance, Banking
Education
St. Mary's College of California 1998 — 2002
MBA
Santa Clara University 1990 — 1994
BS, Finance
Serra High School 1986 — 1990
Charles Schwab June 2005 - Present
Charles Schwab February 2004 - June 2005
Charles Schwab August 2002 - August 2004
Charles Schwab February 2000 - August 2002
Charles Schwab November 1995 - February 2000
Wells Fargo August 1994 - November 1995
Skills
Financial Services, Leadership, Management, Investments, Security, Business Process, Sales, Recruiting, Accounting, Finance, Banking
Education
St. Mary's College of California 1998 — 2002
MBA
Santa Clara University 1990 — 1994
BS, Finance
Serra High School 1986 — 1990
David Ramsey David Ramsey's Charles Schwab Experience July 2000 - December 2003
Job Senior Facilities Manager
Industry Facilities Services
Experience
DJR Facilities Management Consulting April 2007 - Present
The Blackstone Group/CarrAmerica,Inc. 2007 - 2007
Jones Lang LaSalle 2004 - 2006
Charles Schwab July 2000 - December 2003
IBM Global Services -Mylex 1996 - 2000
Mektec Corporation October 1988 - May 1996
Skills
Facilities Management, Vendor Management, Management, Contract Management, Strategic Planning, Move Management, Corporate Real Estate, Real Estate, Facilities Operations, Manufacturing, Negotiation, Operations Management, Space-planning, Budgets, Project Management, Commercial Real Estate, Team Building, Project Planning, Contract Negotiation
Education
Saint Mary's College of California 1997 — 1999
B.A., Business Management
DJR Facilities Management Consulting April 2007 - Present
The Blackstone Group/CarrAmerica,Inc. 2007 - 2007
Jones Lang LaSalle 2004 - 2006
Charles Schwab July 2000 - December 2003
IBM Global Services -Mylex 1996 - 2000
Mektec Corporation October 1988 - May 1996
Skills
Facilities Management, Vendor Management, Management, Contract Management, Strategic Planning, Move Management, Corporate Real Estate, Real Estate, Facilities Operations, Manufacturing, Negotiation, Operations Management, Space-planning, Budgets, Project Management, Commercial Real Estate, Team Building, Project Planning, Contract Negotiation
Education
Saint Mary's College of California 1997 — 1999
B.A., Business Management
Charlene Harper Charlene Harper's Charles Schwab Experience January 2005 - April 2009
Job Retired Finance Professional
Industry Management Consulting
Experience
AAA NCNU (the Club) February 2012 - March 2014
AAA NCNU (the Club) September 2011 - March 2014
Column 5 Consulting August 2010 - October 2011
VSP April 2009 - September 2009
Charles Schwab January 2005 - April 2009
Kforce September 2003 - January 2005
Harper Laurel Consulting January 2002 - September 2003
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank of America 1995 - 1996
Skills
Forecasting, Financial Analysis, Business Analysis, Performance Measurement, Process Improvement, Finance, Analysis, Mergers & Acquisitions, Management, Cost Accounting, Vendor Management, Strategic Financial..., Corporate Finance, Budgets, Project Management, Business Strategy, Leadership, Risk Management, Business Intelligence
Education
Saint Mary's College of California 1982 — 1984
B. A, Business Management
AAA NCNU (the Club) February 2012 - March 2014
AAA NCNU (the Club) September 2011 - March 2014
Column 5 Consulting August 2010 - October 2011
VSP April 2009 - September 2009
Charles Schwab January 2005 - April 2009
Kforce September 2003 - January 2005
Harper Laurel Consulting January 2002 - September 2003
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank of America 1995 - 1996
Skills
Forecasting, Financial Analysis, Business Analysis, Performance Measurement, Process Improvement, Finance, Analysis, Mergers & Acquisitions, Management, Cost Accounting, Vendor Management, Strategic Financial..., Corporate Finance, Budgets, Project Management, Business Strategy, Leadership, Risk Management, Business Intelligence
Education
Saint Mary's College of California 1982 — 1984
B. A, Business Management
Michael Hecht's Charles Schwab Experience April 2010 - Present
Job Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Charles Schwab April 2010 - Present
JMP Securities February 2009 - April 2010
Banc of America Securities July 2003 - October 2008
Credit Suisse 1999 - 2003
PaineWebber 1998 - 1999
Mercer Investment Consulting 1997 - 1998
Pershing 1992 - 1997
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Valuation, Asset Managment, Financial Modeling, Portfolio Management, Investments, Investment Banking, Series 7, Corporate Development, M
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance & Accounting
Rutgers University-New Brunswick 1987 — 1991
BS, Finance
Billy J.D. Johnson MBA, FLMI, ACS Billy J.D. Johnson MBA, FLMI, ACS's Charles Schwab Experience October 2000 - December 2001
Job Internal Wholesaler (Annuities) at AIG
Industry Insurance
Experience
AIG January 2015 - Present
AIG March 2014 - January 2015
AIG February 2013 - February 2014
AIG September 2011 - January 2013
AIG September 2007 - September 2011
Datascesion June 2006 - August 2007
Invesco February 2004 - May 2006
American National Insurance March 2002 - February 2004
Charles Schwab October 2000 - December 2001
FIRST USA, Inc September 1998 - October 2000
Skills
Fixed Annuities, Insurance, Retirement, Life Insurance, 401k, Retirement Planning, Mutual Funds, Customer Service, Disability Insurance, Call Centers, Leadership, Insurance licensing, Term Life Insurance, Financial Services, Variable Annuities, Project Management, Call Center, customer relations, Team Leadership, Qualified Retirement..., Bonds, Equity Indexed Annuities, IRAs, Whole Life, Securities, Pension Administration, Pension Funds, Erisa, Salesforce.com
Education
Sul Ross State University 2011 — 2013
Master of Business Administration (M.B.A.)
Sam Houston State University 1987 — 1992
Bachelor of Arts (B.A.), Sociology
AIG January 2015 - Present
AIG March 2014 - January 2015
AIG February 2013 - February 2014
AIG September 2011 - January 2013
AIG September 2007 - September 2011
Datascesion June 2006 - August 2007
Invesco February 2004 - May 2006
American National Insurance March 2002 - February 2004
Charles Schwab October 2000 - December 2001
FIRST USA, Inc September 1998 - October 2000
Skills
Fixed Annuities, Insurance, Retirement, Life Insurance, 401k, Retirement Planning, Mutual Funds, Customer Service, Disability Insurance, Call Centers, Leadership, Insurance licensing, Term Life Insurance, Financial Services, Variable Annuities, Project Management, Call Center, customer relations, Team Leadership, Qualified Retirement..., Bonds, Equity Indexed Annuities, IRAs, Whole Life, Securities, Pension Administration, Pension Funds, Erisa, Salesforce.com
Education
Sul Ross State University 2011 — 2013
Master of Business Administration (M.B.A.)
Sam Houston State University 1987 — 1992
Bachelor of Arts (B.A.), Sociology
Janena T. Cates's Charles Schwab Experience June 2012 - Present
Job Business Bank & Trust Div at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Deutsche Bank Group January 2010 - July 2011
Deutsche Bank January 2008 - December 2010
Thomson Reuters December 2006 - December 2007
Thomson Reuters July 2004 - December 2006
Capital Crossing July 2002 - 2004
Skills
Financial Research, Investment Banking, Product Control, Collateral Management, Cash Management, Bonds, Portfolio Management, Financial Services, Analysis, Valuation
Education
University of the Philippines 2004 — 2007
Master of Business Management
Saint Paul University 1998 — 2002
Bachelor of Science in Commerce Major in Business Management
Charles Schwab June 2012 - Present
Deutsche Bank Group January 2010 - July 2011
Deutsche Bank January 2008 - December 2010
Thomson Reuters December 2006 - December 2007
Thomson Reuters July 2004 - December 2006
Capital Crossing July 2002 - 2004
Skills
Financial Research, Investment Banking, Product Control, Collateral Management, Cash Management, Bonds, Portfolio Management, Financial Services, Analysis, Valuation
Education
University of the Philippines 2004 — 2007
Master of Business Management
Saint Paul University 1998 — 2002
Bachelor of Science in Commerce Major in Business Management
Brian Suto's Charles Schwab Experience June 2010 - Present
Job VP Sr. Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
MBA, Business
University of Central Florida 2002 — 2004
BA, Business
Charles Schwab June 2010 - Present
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
MBA, Business
University of Central Florida 2002 — 2004
BA, Business
Craig Andreotta, CCPS, ELA Craig Andreotta, CCPS, ELA's Charles Schwab Experience June 2000 - November 2001
Job President, College Roadmap Group LLC
Industry Investment Management
Experience
College Roadmap Group LLC October 2013 - Present
Hennion & Walsh November 2008 - September 2013
Scottrade November 2001 - May 2008
Charles Schwab June 2000 - November 2001
Charles Schwab December 1998 - June 2000
First Union National Bank December 1997 - December 1998
Charles Schwab June 1996 - December 1997
Charles Schwab June 1983 - December 1993
Skills
Customer Service, Series 7, Series 63, Series 24, Series 9, Series 10, CCPS, Wealth Management, Retirement Planning, Investments, Mutual Funds, Management, Portfolio Management, Asset Management, Leadership, Financial Planning, Securities, Investment Advisory, Financial Services, Asset Allocation, Risk Management, Retirement
Education
Saint Michael's College 1975 — 1978
Business
Ramapo High School 1970 — 1974
College Roadmap Group LLC October 2013 - Present
Hennion & Walsh November 2008 - September 2013
Scottrade November 2001 - May 2008
Charles Schwab June 2000 - November 2001
Charles Schwab December 1998 - June 2000
First Union National Bank December 1997 - December 1998
Charles Schwab June 1996 - December 1997
Charles Schwab June 1983 - December 1993
Skills
Customer Service, Series 7, Series 63, Series 24, Series 9, Series 10, CCPS, Wealth Management, Retirement Planning, Investments, Mutual Funds, Management, Portfolio Management, Asset Management, Leadership, Financial Planning, Securities, Investment Advisory, Financial Services, Asset Allocation, Risk Management, Retirement
Education
Saint Michael's College 1975 — 1978
Business
Ramapo High School 1970 — 1974
Cory L. Haynes Cory L. Haynes's Charles Schwab Experience April 1999 - October 2003
Job Head of Digital Strategies, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
TIAA-CREF March 2014 - Present
Bank of the West March 2013 - March 2014
Russell Investments May 2010 - November 2012
BlackRock 2009 - 2010
Morgan Stanley Investment Management January 2007 - February 2009
lifeskills 411 1995 - 2007
Stellar Enterprise October 2003 - December 2006
Charles Schwab April 1999 - October 2003
Ernst & Young February 1997 - April 1999
PG&E 1993 - 1995
Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets
Education
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies
Saint Mary's College of California 2008 — 2009
MBA, International Business
Hogan Sr. High 1989 — 1992
Diploma
Lori Oducayen Lori Oducayen's Charles Schwab Experience March 1984 - June 1999
Job Teacher in Alameda Unified School District
Industry Primary/Secondary Education
Experience
Alameda Unified School District January 2005 - Present
Charles Schwab March 1984 - June 1999
Skills
Educational Technology, Teaching, Curriculum Design, Curriculum Development, Tutoring, Higher Education, Educational Leadership, Classroom, Teacher Training, Classroom Management, Lesson Planning, Public Speaking
Education
University of California at Berkeley 1978 — 1982
Bachelor of Science (B.S.), Business- Marketing and Finance
California State University East Bay
Teaching Credential
Saint Mary's College of California
Master's degree, Teaching Leadership
Alameda Unified School District January 2005 - Present
Charles Schwab March 1984 - June 1999
Skills
Educational Technology, Teaching, Curriculum Design, Curriculum Development, Tutoring, Higher Education, Educational Leadership, Classroom, Teacher Training, Classroom Management, Lesson Planning, Public Speaking
Education
University of California at Berkeley 1978 — 1982
Bachelor of Science (B.S.), Business- Marketing and Finance
California State University East Bay
Teaching Credential
Saint Mary's College of California
Master's degree, Teaching Leadership
Joseph F. Gerdes's Charles Schwab Experience August 1993 - June 2004
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Dave Dean's Charles Schwab Experience 2005 - 2006
Job Head of Client Marketing at SIlicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
Robb Perry Robb Perry's Charles Schwab Experience 1995 - 1998
Job
Industry Information Technology and Services
Experience
CUNY TV 2008 - Present
American Theatre Wing October 2002 - 2011
ePropose 2000 - 2001
Wells Fargo 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1994 - 1995
California Medical Review 1988 - 1990
Tesseract 1985 - 1986
Benton and Bowles 1980 - 1984
Skills
CSS, New Media, Television, Theatre, Wordpress, WordPress, Social Media, Video Editing, Multimedia, Photoshop, Blogging, Web Development, Photography, Adobe Creative Suite, Film, Creative Direction, Final Cut Pro, Social Networking, Entertainment, Video
Education
University of North Carolina School of the Arts 1974 — 1977
BFA
Rowan University 1973 — 1974
WCHS
CUNY TV 2008 - Present
American Theatre Wing October 2002 - 2011
ePropose 2000 - 2001
Wells Fargo 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1994 - 1995
California Medical Review 1988 - 1990
Tesseract 1985 - 1986
Benton and Bowles 1980 - 1984
Skills
CSS, New Media, Television, Theatre, Wordpress, WordPress, Social Media, Video Editing, Multimedia, Photoshop, Blogging, Web Development, Photography, Adobe Creative Suite, Film, Creative Direction, Final Cut Pro, Social Networking, Entertainment, Video
Education
University of North Carolina School of the Arts 1974 — 1977
BFA
Rowan University 1973 — 1974
WCHS
Charles Orozco Charles Orozco's Charles Schwab Experience April 2012 - May 2014
Job Private Banking and Investment Management First Republic Bank
Industry Investment Banking
Experience
First Republic Bank May 2014 - Present
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
Charles Schwab April 2012 - May 2014
Rollins College- Crummer Business School August 2010 - April 2012
Macy's/ Luxottica August 2009 - September 2010
GunnAllen Financial Inc May 2008 - July 2009
University of Florida May 2007 - December 2007
Department of Physiology and Functional Genomes May 2006 - August 2006
Skills
Investments, Management, Entrepreneurship, Marketing, Sales, Finance, Program Management, Training, Strategic Financial..., Time Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
M.B.A, Finance and Financial Management Services
University of Florida 2003 — 2008
B.A., Economics; Biochemistry
First Republic Bank May 2014 - Present
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
The Northern Palm Beach County Chamber of Commerce 2015 - 2015
Charles Schwab April 2012 - May 2014
Rollins College- Crummer Business School August 2010 - April 2012
Macy's/ Luxottica August 2009 - September 2010
GunnAllen Financial Inc May 2008 - July 2009
University of Florida May 2007 - December 2007
Department of Physiology and Functional Genomes May 2006 - August 2006
Skills
Investments, Management, Entrepreneurship, Marketing, Sales, Finance, Program Management, Training, Strategic Financial..., Time Management
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
M.B.A, Finance and Financial Management Services
University of Florida 2003 — 2008
B.A., Economics; Biochemistry
Emily Yates's Charles Schwab Experience January 2007 - April 2008
Job Project Analyst at UnitedHealth Group
Industry Research
Experience
UnitedHealth Group August 2015 - Present
Nexant, Inc. July 2014 - August 2015
Zions Bancorporation March 2014 - April 2014
Goldman Sachs January 2014 - March 2014
General Dynamics Information Technology October 2012 - February 2014
Die Cuts Inc. May 2012 - October 2012
Electrical Consultants Inc. October 2010 - March 2012
Rocky Mountain Power January 2009 - October 2010
Miller & Company June 2006 - December 2009
Charles Schwab January 2007 - April 2008
Skills
Microsoft Excel, Time Management, Project Coordination, Management, Creative Problem Solving, Program Management, Marketing, Property Management, Account Management, Team Leadership, Project Management, Public Speaking, Event Planning, Real Property, Access, Human Resources, Microsoft Programs..., SAP, Project Delivery, Land Acquisition, Real Estate Transactions, Zoning, Project Tracking, Land Use, Artists, Non-fiction Writer, Networking, Creative Writer, Right of Way, Energy Efficiency, Client Account..., Artist, Salesforce.com, Business Outreach, Program Facilitation, Direct Marketing, Presentations, Program Presentation, Customer Service, Training, Microsoft Office, Leadership
Education
Salt Lake Community College 2013 — 2013
Certification, Certification -Intro to SQL, 97%
Salt Lake Community College 2010 — 2012
Associates, General Studies, 3.8
University of Utah 2008 — 2008
n/a, General Studies, 3.5
Timpview High School 1994 — 1998
High School Diploma, High School Diploma
UnitedHealth Group August 2015 - Present
Nexant, Inc. July 2014 - August 2015
Zions Bancorporation March 2014 - April 2014
Goldman Sachs January 2014 - March 2014
General Dynamics Information Technology October 2012 - February 2014
Die Cuts Inc. May 2012 - October 2012
Electrical Consultants Inc. October 2010 - March 2012
Rocky Mountain Power January 2009 - October 2010
Miller & Company June 2006 - December 2009
Charles Schwab January 2007 - April 2008
Skills
Microsoft Excel, Time Management, Project Coordination, Management, Creative Problem Solving, Program Management, Marketing, Property Management, Account Management, Team Leadership, Project Management, Public Speaking, Event Planning, Real Property, Access, Human Resources, Microsoft Programs..., SAP, Project Delivery, Land Acquisition, Real Estate Transactions, Zoning, Project Tracking, Land Use, Artists, Non-fiction Writer, Networking, Creative Writer, Right of Way, Energy Efficiency, Client Account..., Artist, Salesforce.com, Business Outreach, Program Facilitation, Direct Marketing, Presentations, Program Presentation, Customer Service, Training, Microsoft Office, Leadership
Education
Salt Lake Community College 2013 — 2013
Certification, Certification -Intro to SQL, 97%
Salt Lake Community College 2010 — 2012
Associates, General Studies, 3.8
University of Utah 2008 — 2008
n/a, General Studies, 3.5
Timpview High School 1994 — 1998
High School Diploma, High School Diploma
Robyn Spurr Robyn Spurr's Charles Schwab Experience 1999 - 2001
Job Owner, Certified Health Coach, Personal Trainer at Chickadee Fitness
Industry Health, Wellness and Fitness
Experience
Chickadee Weight Loss 2002 - Present
The Logan School for Creative Learning 2001 - 2002
Charles Schwab 1999 - 2001
Olsten Staffing Services 1998 - 1999
Skills
Weight Loss Coaching, Personal Training, Fitness, Nutrition, Wellness, Wellness Coaching, Health Education, Nutritional Counseling, Lifestyle Coaching, Blogging, Fitness Training, Lifestyle, Sports Nutrition, Strength Training, Wellbeing, Teaching, Social Media, Nutrition Education, Science Education, WordPress, Recruiting, Permanent Staffing, Temporary Staffing, Marketing, Event Planning, Building Relationships
Education
Rutgers University
Bachelor of Science (BS), Environmental Sciences/Biology Teacher Education
The American Council on Exercise
Certified Personal Trainer, Certified Health Coach
The Life Coach School
Certified Weight Loss Coach
Chickadee Weight Loss 2002 - Present
The Logan School for Creative Learning 2001 - 2002
Charles Schwab 1999 - 2001
Olsten Staffing Services 1998 - 1999
Skills
Weight Loss Coaching, Personal Training, Fitness, Nutrition, Wellness, Wellness Coaching, Health Education, Nutritional Counseling, Lifestyle Coaching, Blogging, Fitness Training, Lifestyle, Sports Nutrition, Strength Training, Wellbeing, Teaching, Social Media, Nutrition Education, Science Education, WordPress, Recruiting, Permanent Staffing, Temporary Staffing, Marketing, Event Planning, Building Relationships
Education
Rutgers University
Bachelor of Science (BS), Environmental Sciences/Biology Teacher Education
The American Council on Exercise
Certified Personal Trainer, Certified Health Coach
The Life Coach School
Certified Weight Loss Coach
John Binney John Binney's Charles Schwab Experience April 2012 - April 2014
Job Assistant Vice President at Morgan Stanley Private Bank N.A.
Industry Banking
Experience
Morgan Stanley Private Bank N.A. April 2014 - Present
Charles Schwab April 2012 - April 2014
Morgan Stanley Private Wealth Management 1997 - April 2012
US Navy January 1990 - December 1993
Skills
Entrepreneurship, Trading, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Asset Management, Asset Allocation, Series 7, Mutual Funds
Education
St. Mary's College of California 2002 — 2004
MBA
University of San Diego 1994 — 1997
BA, Finance and Marketing
Morgan Stanley Private Bank N.A. April 2014 - Present
Charles Schwab April 2012 - April 2014
Morgan Stanley Private Wealth Management 1997 - April 2012
US Navy January 1990 - December 1993
Skills
Entrepreneurship, Trading, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Asset Management, Asset Allocation, Series 7, Mutual Funds
Education
St. Mary's College of California 2002 — 2004
MBA
University of San Diego 1994 — 1997
BA, Finance and Marketing
Brendan Duggan's Charles Schwab Experience March 1999 - October 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Edward Jones November 2001 - February 2013
Charles Schwab March 1999 - October 2001
Skills
Retirement Planning, Investments, 401k Rollovers, Mutual Funds, Retirement, 401k, ETFs, Public Speaking, Bonds, Retirement Plan..., Investment Planning, Retirement Income..., Retirement Solutions, Stocks, Retirement Plan..., Financial Markets, Stock Market, Asset Allocation, Business Owner Planning, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Strategies, Insurance, Relationship Management, Risk Management
Education
Saint Louis University 1995 — 1998
Finance, General
Shawnee senior high
Shawnee senior high
Shawnee senior high
University of Phoenix
Business Management
Wells Fargo Advisors February 2013 - Present
Edward Jones November 2001 - February 2013
Charles Schwab March 1999 - October 2001
Skills
Retirement Planning, Investments, 401k Rollovers, Mutual Funds, Retirement, 401k, ETFs, Public Speaking, Bonds, Retirement Plan..., Investment Planning, Retirement Income..., Retirement Solutions, Stocks, Retirement Plan..., Financial Markets, Stock Market, Asset Allocation, Business Owner Planning, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Strategies, Insurance, Relationship Management, Risk Management
Education
Saint Louis University 1995 — 1998
Finance, General
Shawnee senior high
Shawnee senior high
Shawnee senior high
University of Phoenix
Business Management
Adrian Botham Adrian Botham's Charles Schwab Experience July 2000 - August 2002
Job Video/Web Conference Engineer at BT
Industry Information Services
Experience
BT Conferencing February 2015 - Present
Centura Health July 2008 - April 2012
EPA August 2006 - July 2008
ACT Teleconferencing February 2002 - August 2006
ACT 2002 - 2006
Charles Schwab July 2000 - August 2002
CPI 1997 - 1999
WorldCom 1994 - 1998
MCI 1994 - 1997
Skills
Video Conferencing, Selling, Call Centers, Multimedia, Management, Webinars, Streaming Media, Healthcare, Video, Sound, Team Building, Audio Conferencing, Account Management, Cross-functional Team..., Salesforce.com, Software Documentation, Strategic Partnerships, Technical Support, Telecommunications, CRM
Education
Roosevelt University 1995 — 1997
n/a, General
BT Conferencing February 2015 - Present
Centura Health July 2008 - April 2012
EPA August 2006 - July 2008
ACT Teleconferencing February 2002 - August 2006
ACT 2002 - 2006
Charles Schwab July 2000 - August 2002
CPI 1997 - 1999
WorldCom 1994 - 1998
MCI 1994 - 1997
Skills
Video Conferencing, Selling, Call Centers, Multimedia, Management, Webinars, Streaming Media, Healthcare, Video, Sound, Team Building, Audio Conferencing, Account Management, Cross-functional Team..., Salesforce.com, Software Documentation, Strategic Partnerships, Technical Support, Telecommunications, CRM
Education
Roosevelt University 1995 — 1997
n/a, General
Collin Martin, CFA Collin Martin, CFA's Charles Schwab Experience June 2012 - Present
Job Senior Research Analyst at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Morgan Stanley Smith Barney November 2005 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Finance
Charles Schwab June 2012 - Present
Morgan Stanley Smith Barney November 2005 - May 2012
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Finance
Tom Cantillon Tom Cantillon's Charles Schwab Experience February 2012 - Present
Job Managing Director Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Lesley Throup Lesley Throup's Charles Schwab Experience 1990 - 1995
Job Independant Financial Services Professional
Industry Financial Services
Experience
Northern Orange County AARP/TCE 2008 - 2013
Liberty Tax Service 2005 - 2008
Charles Schwab 1990 - 1995
Shearson Lehman Brothers 1985 - 1989
Skills
Financial Planning, Income Tax, Investments, Financial Analysis, Accounting, Real Estate, Small Business, Strategic Financial..., Finance, Tax, Financial Planners, Microsoft Excel, Tax Preparation, Financial Reporting, Financial Accounting, Analysis, High Net Worth..., Retirement Planning
Education
Rutgers University-New Brunswick
BA, English/Communications
Northern Orange County AARP/TCE 2008 - 2013
Liberty Tax Service 2005 - 2008
Charles Schwab 1990 - 1995
Shearson Lehman Brothers 1985 - 1989
Skills
Financial Planning, Income Tax, Investments, Financial Analysis, Accounting, Real Estate, Small Business, Strategic Financial..., Finance, Tax, Financial Planners, Microsoft Excel, Tax Preparation, Financial Reporting, Financial Accounting, Analysis, High Net Worth..., Retirement Planning
Education
Rutgers University-New Brunswick
BA, English/Communications
Nicole Galagan-Jammaers Nicole Galagan-Jammaers's Charles Schwab Experience September 1996 - January 2005
Job Marketing Consultant at Pershing
Industry Marketing and Advertising
Experience
Pershing April 2010 - Present
(self-employed) April 2009 - Present
Schwab Institutional October 2008 - March 2009
SourceMedia August 2008 - September 2008
Pershing June 2005 - October 2007
Charles Schwab September 1996 - January 2005
Saint Barnabas Health Care System September 1995 - September 1996
Skills
Marketing Communications, Corporate Communications, Press Releases, Direct Marketing, Marketing, Advertising, Marketing Strategy, Public Relations, Social Media Marketing
Education
Rutgers University-New Brunswick 2010 — 2010
Certificate, Mini-MBA Strategic Marketing Management
Rowan University 1991 — 1995
BA, Communications
Pershing April 2010 - Present
(self-employed) April 2009 - Present
Schwab Institutional October 2008 - March 2009
SourceMedia August 2008 - September 2008
Pershing June 2005 - October 2007
Charles Schwab September 1996 - January 2005
Saint Barnabas Health Care System September 1995 - September 1996
Skills
Marketing Communications, Corporate Communications, Press Releases, Direct Marketing, Marketing, Advertising, Marketing Strategy, Public Relations, Social Media Marketing
Education
Rutgers University-New Brunswick 2010 — 2010
Certificate, Mini-MBA Strategic Marketing Management
Rowan University 1991 — 1995
BA, Communications
Julie (Defina) Marks Julie (Defina) Marks's Charles Schwab Experience October 2013 - Present
Job Financial Consultant at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Fidelity Investments August 2010 - September 2012
Charles Schwab 1999 - 2010
First Union National Bank 1994 - 1999
Skills
Financial Services, Investments, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Management
Education
Rutgers University 1990 — 1994
BA, English
Charles Schwab October 2013 - Present
Fidelity Investments August 2010 - September 2012
Charles Schwab 1999 - 2010
First Union National Bank 1994 - 1999
Skills
Financial Services, Investments, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Management
Education
Rutgers University 1990 — 1994
BA, English
Jeff Boggs's Charles Schwab Experience December 2012 - July 2013
Job WPF UI Financial Software Contractor at PIMCO
Industry Computer Software
Experience
PIMCO February 2015 - Present
Astro-Med, Inc. November 2014 - January 2015
Fidelity Investments January 2014 - August 2014
Charles Schwab December 2012 - July 2013
Fidelity Investments March 2010 - June 2012
Johnson & Johnson September 2008 - September 2009
SQL Power Group Inc. January 2008 - March 2008
Inovex 2005 - 2007
Whitby Industrial Controls Ltd. 2004 - 2005
Motorola 2001 - 2003
Skills
Silverlight, .NET, WPF, Agile, Scrum, Design Patterns, C#, XML, Web Services, Architecture, Agile Methodologies, Mobile Applications, SOA, Agile Project Management, Software Project..., Software Development, Solution Architecture, WCF, Strategy, User Interface Design, Business Development, Business Analysis, Application Architecture, Software Design, SDLC, Requirements Analysis, Software Engineering, UML, SaaS, Cloud Computing, Enterprise Architecture, TFS, Visual Studio
Education
Roosevelt University 2001 — 2003
MBA, Marketing
University of Ottawa 1997 — 2001
B.A.Sc., Software Engineering
PIMCO February 2015 - Present
Astro-Med, Inc. November 2014 - January 2015
Fidelity Investments January 2014 - August 2014
Charles Schwab December 2012 - July 2013
Fidelity Investments March 2010 - June 2012
Johnson & Johnson September 2008 - September 2009
SQL Power Group Inc. January 2008 - March 2008
Inovex 2005 - 2007
Whitby Industrial Controls Ltd. 2004 - 2005
Motorola 2001 - 2003
Skills
Silverlight, .NET, WPF, Agile, Scrum, Design Patterns, C#, XML, Web Services, Architecture, Agile Methodologies, Mobile Applications, SOA, Agile Project Management, Software Project..., Software Development, Solution Architecture, WCF, Strategy, User Interface Design, Business Development, Business Analysis, Application Architecture, Software Design, SDLC, Requirements Analysis, Software Engineering, UML, SaaS, Cloud Computing, Enterprise Architecture, TFS, Visual Studio
Education
Roosevelt University 2001 — 2003
MBA, Marketing
University of Ottawa 1997 — 2001
B.A.Sc., Software Engineering
Jim Wallace's Charles Schwab Experience May 2015 - July 2015
Job Senior Project Manager for Marketing Communications
Industry Marketing and Advertising
Experience
Charles Schwab May 2015 - July 2015
Blue Shield of California December 2014 - February 2015
Charles Schwab - Charles Schwab Bank March 2014 - October 2014
Union Bank July 2013 - December 2013
Pacific Gas and Electric Company April 2012 - July 2013
Financial Engines May 2011 - March 2012
Charles Schwab May 2009 - February 2010
Financial Engines August 2004 - November 2008
Euro RSCG Life October 2003 - May 2004
Barclays Global Investors July 2001 - February 2003
Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat
Education
Rutgers University-New Brunswick 1973 — 1977
BA
Edison Township High School 1970 — 1973
College Prep
Herbert Hoover Junior High School
Charles Schwab May 2015 - July 2015
Blue Shield of California December 2014 - February 2015
Charles Schwab - Charles Schwab Bank March 2014 - October 2014
Union Bank July 2013 - December 2013
Pacific Gas and Electric Company April 2012 - July 2013
Financial Engines May 2011 - March 2012
Charles Schwab May 2009 - February 2010
Financial Engines August 2004 - November 2008
Euro RSCG Life October 2003 - May 2004
Barclays Global Investors July 2001 - February 2003
Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat
Education
Rutgers University-New Brunswick 1973 — 1977
BA
Edison Township High School 1970 — 1973
College Prep
Herbert Hoover Junior High School
Douglas Frederickson's Charles Schwab Experience 2008 - Present
Job
Industry Information Technology and Services
Experience
Charles Schwab 2008 - Present
IBM May 2002 - October 2008
American Express August 1998 - May 2002
First Security Information Technology INC June 1996 - July 1998
Education
Western Governors University 2012 — 2014
Bachelor's Degree, Information Technology
Salt Lake Community College 1990 — 1996
A.S., Computer Science
University of Utah 1986 — 1988
Charles Schwab 2008 - Present
IBM May 2002 - October 2008
American Express August 1998 - May 2002
First Security Information Technology INC June 1996 - July 1998
Education
Western Governors University 2012 — 2014
Bachelor's Degree, Information Technology
Salt Lake Community College 1990 — 1996
A.S., Computer Science
University of Utah 1986 — 1988
Jared Lee's Charles Schwab Experience July 2006 - April 2009
Job Product Operations Manager at LinkedIn
Industry Internet
Experience
LinkedIn November 2011 - Present
MTV Networks October 2009 - November 2011
Charles Schwab July 2006 - April 2009
Charles Schwab July 2000 - April 2006
State of California June 1999 - September 1999
Planet U June 1998 - September 1998
Education
University of California, San Diego 1998 — 2000
Bachelor's degree
Sacramento City College 1996 — 1998
LinkedIn November 2011 - Present
MTV Networks October 2009 - November 2011
Charles Schwab July 2006 - April 2009
Charles Schwab July 2000 - April 2006
State of California June 1999 - September 1999
Planet U June 1998 - September 1998
Education
University of California, San Diego 1998 — 2000
Bachelor's degree
Sacramento City College 1996 — 1998
Ernie Vosti's Charles Schwab Experience May 1999 - April 2011
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1999 - April 2011
Lawrence Livermore National Laboratory 1992 - 1999
Control Data Corporation 1981 - 1992
Skills
IT Management, Business Planning, Program Management, Risk Management, Portfolio Management, Business Analysis, Financial Services, Project Portfolio..., Vendor Management, Disaster Recovery, Data Center, Governance, Security, SDLC, IT Strategy, Software Development, Management, Enterprise Software, Integration, Enterprise Architecture, PMO, Software Project..., Business Intelligence, Leadership, Outsourcing
Education
St. Mary's College of California 1988 — 1989
MBA
University of Redlands 1969 — 1973
BS, Mathematics
Charles Schwab May 1999 - April 2011
Lawrence Livermore National Laboratory 1992 - 1999
Control Data Corporation 1981 - 1992
Skills
IT Management, Business Planning, Program Management, Risk Management, Portfolio Management, Business Analysis, Financial Services, Project Portfolio..., Vendor Management, Disaster Recovery, Data Center, Governance, Security, SDLC, IT Strategy, Software Development, Management, Enterprise Software, Integration, Enterprise Architecture, PMO, Software Project..., Business Intelligence, Leadership, Outsourcing
Education
St. Mary's College of California 1988 — 1989
MBA
University of Redlands 1969 — 1973
BS, Mathematics
Jay Ashford, PMP CSM CCBA's Charles Schwab Experience March 2015 - Present
Job Project Manager at Charles Schwab
Industry Internet
Experience
Charles Schwab March 2015 - Present
Bank of the West October 2013 - March 2015
Acumen Solutions May 2010 - October 2013
crmOrbit/energyOrbit August 2009 - April 2010
Salesforce.com 2003 - 2008
MarketTools 2002 - 2003
Visa USA 2002 - 2002
Audiobase 1999 - 2001
Bank of America 1994 - 1999
Skills
Business Strategy, Business Analysis, Management, Consulting, Change Management, Business Process, Program Management, Project Management, Integration, Salesforce.com, Cross-functional Team..., Start-ups, Project Planning, IT Strategy, Leadership, Business Process..., CRM, Training, SaaS, Cloud Computing, Vendor Management, Networking, Enterprise Software, Project Portfolio..., SDLC, Strategy, Software Project..., Business Intelligence, Management Consulting, IT Management, PMP
Education
UC Berkeley Extension 2009 — 2012
Certificate Programs Completed:, Project Management, Business Process Management
St. Mary's College of California 2007 — 2009
MBA
University of California, Berkeley
BA, Political Economics
Webb School of California
High School Diploma, n/a
Charles Schwab March 2015 - Present
Bank of the West October 2013 - March 2015
Acumen Solutions May 2010 - October 2013
crmOrbit/energyOrbit August 2009 - April 2010
Salesforce.com 2003 - 2008
MarketTools 2002 - 2003
Visa USA 2002 - 2002
Audiobase 1999 - 2001
Bank of America 1994 - 1999
Skills
Business Strategy, Business Analysis, Management, Consulting, Change Management, Business Process, Program Management, Project Management, Integration, Salesforce.com, Cross-functional Team..., Start-ups, Project Planning, IT Strategy, Leadership, Business Process..., CRM, Training, SaaS, Cloud Computing, Vendor Management, Networking, Enterprise Software, Project Portfolio..., SDLC, Strategy, Software Project..., Business Intelligence, Management Consulting, IT Management, PMP
Education
UC Berkeley Extension 2009 — 2012
Certificate Programs Completed:, Project Management, Business Process Management
St. Mary's College of California 2007 — 2009
MBA
University of California, Berkeley
BA, Political Economics
Webb School of California
High School Diploma, n/a
Jean Lamendola-Goss's Charles Schwab Experience July 2001 - October 2007
Job Vice President, Key Accounts at Prudential Retirement
Industry Financial Services
Experience
Prudential July 2014 - Present
Fidelity Investments October 2007 - July 2014
Charles Schwab July 2001 - October 2007
Skills
Asset Allocation, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Series 7, Series 63, 401k, Asset Management, Equities, Financial Services, Fixed Income, Securities, Investment Strategies, Series 6, Investment Advisory, Investment Management, Defined Contribution, Strategic Financial..., FINRA, Series 65, Retirement Plan..., Qualified Retirement..., Client Services, Mergers, Profit Sharing, Stocks
Education
Saint Bonaventure University 1986 — 1990
BS, Elementary Education
Prudential July 2014 - Present
Fidelity Investments October 2007 - July 2014
Charles Schwab July 2001 - October 2007
Skills
Asset Allocation, Investments, Mutual Funds, Pensions, Relationship Management, Retirement, Retirement Planning, Series 7, Series 63, 401k, Asset Management, Equities, Financial Services, Fixed Income, Securities, Investment Strategies, Series 6, Investment Advisory, Investment Management, Defined Contribution, Strategic Financial..., FINRA, Series 65, Retirement Plan..., Qualified Retirement..., Client Services, Mergers, Profit Sharing, Stocks
Education
Saint Bonaventure University 1986 — 1990
BS, Elementary Education
Martin Bel, CFA's Charles Schwab Experience January 1999 - December 2004
Job Vice President/ Senior Investment Consultant at CBIZ
Industry Financial Services
Experience
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
Helen Weiss's Charles Schwab Experience May 2004 - October 2004
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
Eugenia Jaeger's Charles Schwab Experience August 2015 - Present
Job Sourcing Advisor/Talent Acquisition at Charles Schwab, onsite through Ranstad
Industry Human Resources
Experience
Charles Schwab August 2015 - Present
Katie Montoya, vocational consultant November 2012 - August 2015
Parker's Pampered Pets, LLC October 2005 - July 2015
Lockwood and Montoya 2004 - 2006
TIAA- CREF August 2001 - February 2004
Expanets March 2000 - August 2001
L'Oréal April 1999 - March 2000
The Thompson Corporation March 1998 - April 1999
Thompson University, The Thompson Corporation December 1996 - March 1998
Prudential Financial 1995 - 1996
Skills
Sourcing, Recruiting, Hiring, Internet Recruiting, Social Media Marketing, Personnel Management, Phone Screening, Screening Resumes, Human Resources, Team Building, Project Management, HR Policies
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS, Marketing
Charles Schwab August 2015 - Present
Katie Montoya, vocational consultant November 2012 - August 2015
Parker's Pampered Pets, LLC October 2005 - July 2015
Lockwood and Montoya 2004 - 2006
TIAA- CREF August 2001 - February 2004
Expanets March 2000 - August 2001
L'Oréal April 1999 - March 2000
The Thompson Corporation March 1998 - April 1999
Thompson University, The Thompson Corporation December 1996 - March 1998
Prudential Financial 1995 - 1996
Skills
Sourcing, Recruiting, Hiring, Internet Recruiting, Social Media Marketing, Personnel Management, Phone Screening, Screening Resumes, Human Resources, Team Building, Project Management, HR Policies
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1996
BS, Marketing
Chip Pumphrey's Charles Schwab Experience April 2011 - Present
Job Senior Manager, AIT Client Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
National Financial Partners 2004 - April 2011
Protrader 1999 - 2004
Protrader Securities 1999 - 2004
Block Trading 1993 - 1996
Skills
Microsoft SQL Server, SDLC, ASP.NET, Software Project..., C#, Vendor Management, Disaster Recovery, Visio, Business Analysis, Enterprise Architecture, Software Development, SQL, IT Strategy, .NET, Active Directory, Virtualization, Agile Methodologies
Education
Sam Houston State University
Charles Schwab April 2011 - Present
National Financial Partners 2004 - April 2011
Protrader 1999 - 2004
Protrader Securities 1999 - 2004
Block Trading 1993 - 1996
Skills
Microsoft SQL Server, SDLC, ASP.NET, Software Project..., C#, Vendor Management, Disaster Recovery, Visio, Business Analysis, Enterprise Architecture, Software Development, SQL, IT Strategy, .NET, Active Directory, Virtualization, Agile Methodologies
Education
Sam Houston State University
Avery Morse's Charles Schwab Experience 2006 - Present
Job Account Specialist at The 401(k) Company
Industry Financial Services
Experience
The 401(k) Company May 2006 - Present
Charles Schwab 2006 - Present
Education
Sam Houston State University 1997 — 2005
Texas A&M University 1999 — 2003
The 401(k) Company May 2006 - Present
Charles Schwab 2006 - Present
Education
Sam Houston State University 1997 — 2005
Texas A&M University 1999 — 2003
David Borgerding, MBA's Charles Schwab Experience 1999 - 2008
Job Finance and Operations
Industry Management Consulting
Experience
Hershey Management Group, LLC 2009 - Present
Habitat for Humanity, Seminole County & Greater Apopka 2009 - Present
Anex Data, LLC 2008 - 2009
Cystic Fibrosis Foundation of Central Florida 2007 - 2009
Charles Schwab 1999 - 2008
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Charles Schwab 1993 - 1996
Charles Schwab 1992 - 1993
Charles Schwab 1991 - 1992
Education
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA
Southern Illinois University, Carbondale 1985 — 1990
BS, Finance
American Overseas School of Rome
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional Phase I & II
Hershey Management Group, LLC 2009 - Present
Habitat for Humanity, Seminole County & Greater Apopka 2009 - Present
Anex Data, LLC 2008 - 2009
Cystic Fibrosis Foundation of Central Florida 2007 - 2009
Charles Schwab 1999 - 2008
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Charles Schwab 1993 - 1996
Charles Schwab 1992 - 1993
Charles Schwab 1991 - 1992
Education
Rollins College - Crummer Graduate School of Business 1995 — 1997
MBA
Southern Illinois University, Carbondale 1985 — 1990
BS, Finance
American Overseas School of Rome
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional Phase I & II
Bernard Buckley's Charles Schwab Experience July 2007 - Present
Job Senior Business Analyst, Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2007 - Present
Insurance Technologies 2004 - 2007
Wells Fargo Financial 2004 - 2004
Sungard Insurance Systems (prev. System Innovations) 1995 - 2002
Prudential Financial 1988 - 1994
Skills
Annuities, Business Analysis, Requirements Analysis, Agile, PMP, RUP, Requisite Pro, iGrafx, Visio, Life Insurance, Agile Methodologies, SDLC, Insurance, Business Requirements, Requirements Gathering, Fixed Annuities, Business Process, Business Process Design, Financial Services, Waterfall, User Acceptance Testing, RequisitePro
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1994
MBA, Management of Innovation and Technology
University of Colorado Boulder 1977 — 1982
BA, Economics, Communication
Charles Schwab July 2007 - Present
Insurance Technologies 2004 - 2007
Wells Fargo Financial 2004 - 2004
Sungard Insurance Systems (prev. System Innovations) 1995 - 2002
Prudential Financial 1988 - 1994
Skills
Annuities, Business Analysis, Requirements Analysis, Agile, PMP, RUP, Requisite Pro, iGrafx, Visio, Life Insurance, Agile Methodologies, SDLC, Insurance, Business Requirements, Requirements Gathering, Fixed Annuities, Business Process, Business Process Design, Financial Services, Waterfall, User Acceptance Testing, RequisitePro
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1994
MBA, Management of Innovation and Technology
University of Colorado Boulder 1977 — 1982
BA, Economics, Communication
Myra (Ellis) Flanagan's Charles Schwab Experience June 2000 - April 2001
Job Manager Sales Administration: Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investmets July 2001 - Present
Fidelity Investments August 2004 - September 2006
Fidelity Investments November 2003 - August 2004
Fidelity Investments July 2001 - October 2003
Charles Schwab June 2000 - April 2001
State Street Research January 1994 - April 2000
Education
Saint Michael's College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Fidelity Investments September 2012 - Present
Fidelity Investmets July 2001 - Present
Fidelity Investments August 2004 - September 2006
Fidelity Investments November 2003 - August 2004
Fidelity Investments July 2001 - October 2003
Charles Schwab June 2000 - April 2001
State Street Research January 1994 - April 2000
Education
Saint Michael's College 1989 — 1993
Bachelor of Science (B.S.), Accounting
Lloyd Johnston's Charles Schwab Experience November 2006 - July 2007
Job Senior Associate at C&A Consulting LLC
Industry Financial Services
Experience
C&A Consulting LLC September 2014 - Present
Lynnes Subaru May 2014 - September 2014
Lynnes Nissan Subaru September 2012 - April 2014
C&A Consulting LLC January 2012 - August 2012
C&A Consulting LLC September 2010 - May 2011
Cerberus Capital Management February 2009 - May 2010
Bank of America July 2007 - February 2009
Charles Schwab November 2006 - July 2007
USTrust Tech & Support Services (subsidiary of Charles Schwab) August 2004 - October 2006
USTrust Tech & Support Services (subsidiary of Charles Schwab) July 2000 - August 2004
Skills
Securities, Portfolio Management, Fixed Income, Equities, Financial Services, Investments, Derivatives, Trading, Mutual Funds, Management, Analysis, Process Improvement, Options, Finance, Settlement, Account Reconciliation, Accounting, Corporate Actions, Business Process, Customer Service, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1984
B.S., Business Management
Upsala College 1974 — 1976
C&A Consulting LLC September 2014 - Present
Lynnes Subaru May 2014 - September 2014
Lynnes Nissan Subaru September 2012 - April 2014
C&A Consulting LLC January 2012 - August 2012
C&A Consulting LLC September 2010 - May 2011
Cerberus Capital Management February 2009 - May 2010
Bank of America July 2007 - February 2009
Charles Schwab November 2006 - July 2007
USTrust Tech & Support Services (subsidiary of Charles Schwab) August 2004 - October 2006
USTrust Tech & Support Services (subsidiary of Charles Schwab) July 2000 - August 2004
Skills
Securities, Portfolio Management, Fixed Income, Equities, Financial Services, Investments, Derivatives, Trading, Mutual Funds, Management, Analysis, Process Improvement, Options, Finance, Settlement, Account Reconciliation, Accounting, Corporate Actions, Business Process, Customer Service, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1984
B.S., Business Management
Upsala College 1974 — 1976
Abby Honerkamp's Charles Schwab Experience October 2012 - Present
Job Sr. Marketing Manager
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Edward Jones June 2008 - October 2012
American Advertising Federation January 2008 - December 2008
Make-A-Wish Foundation August 2007 - December 2007
Moroch February 2007 - July 2007
Skills
Event Planning, Account Management, Copywriting, Product Marketing, PowerPoint, Marketing, Adobe Creative Suite, Marketing Communications, Microsoft Office, Advertising, Public Relations, Press Releases, Graphic Design, Email Marketing, Marketing Strategy
Education
Saint Louis University 2004 — 2008
Bachelor of Arts (BA), Communication, General
Charles Schwab October 2012 - Present
Edward Jones June 2008 - October 2012
American Advertising Federation January 2008 - December 2008
Make-A-Wish Foundation August 2007 - December 2007
Moroch February 2007 - July 2007
Skills
Event Planning, Account Management, Copywriting, Product Marketing, PowerPoint, Marketing, Adobe Creative Suite, Marketing Communications, Microsoft Office, Advertising, Public Relations, Press Releases, Graphic Design, Email Marketing, Marketing Strategy
Education
Saint Louis University 2004 — 2008
Bachelor of Arts (BA), Communication, General
James Schreiber's Charles Schwab Experience January 2005 - January 2007
Job Audit Liaison at Illinois Department of Employment Security
Industry Government Administration
Experience
Illinois Department of Employment Security May 2013 - Present
Illinois Department of Employment Security October 2008 - April 2013
Charles Schwab January 2005 - January 2007
GFX CORPORATION January 2001 - January 2005
Charles Schwab January 2000 - January 2001
Independently Employed January 1995 - January 2000
FILO CORPORATION January 1985 - January 1995
Skills
Portfolio Management, Investments, Banking, CRM, Management, Analysis, Trading, Training, Cross-functional Team..., Process Improvement, Finance, Wealth Management, Accounting, Customer Service, Sales, Policy, Financial Services, Financial Risk, Marketing, Marketing Strategy, Event Planning, Financial Analysis, Negotiation, Nonprofits, Strategic Planning, New Business Development, Risk Management, Team Building, Strategic Financial..., Budgets, Pricing
Education
St. Joseph's College (IN) 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Saint Xavier University
Marian Catholic
Illinois Department of Employment Security May 2013 - Present
Illinois Department of Employment Security October 2008 - April 2013
Charles Schwab January 2005 - January 2007
GFX CORPORATION January 2001 - January 2005
Charles Schwab January 2000 - January 2001
Independently Employed January 1995 - January 2000
FILO CORPORATION January 1985 - January 1995
Skills
Portfolio Management, Investments, Banking, CRM, Management, Analysis, Trading, Training, Cross-functional Team..., Process Improvement, Finance, Wealth Management, Accounting, Customer Service, Sales, Policy, Financial Services, Financial Risk, Marketing, Marketing Strategy, Event Planning, Financial Analysis, Negotiation, Nonprofits, Strategic Planning, New Business Development, Risk Management, Team Building, Strategic Financial..., Budgets, Pricing
Education
St. Joseph's College (IN) 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Saint Xavier University
Marian Catholic
Aaron Hare's Charles Schwab Experience 2009 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Education
Saint Martin's University 1999 — 2004
BA, MBA, Business Management and Economics
Charles Schwab 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Education
Saint Martin's University 1999 — 2004
BA, MBA, Business Management and Economics
Andrew Hoff's Charles Schwab Experience August 2015 - Present
Job Project Manager
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab September 2014 - August 2015
Charles Schwab March 2010 - September 2014
Charles Schwab January 2008 - March 2010
Chase October 2006 - January 2008
Quill October 2004 - September 2006
Skills
Customer Service, Account Management, Leadership, Series 7, Series 63, Portfolio Management, Management
Education
University of Northern Iowa
BA, History & Geography Education
Roosevelt University
MBA
Charles Schwab August 2015 - Present
Charles Schwab September 2014 - August 2015
Charles Schwab March 2010 - September 2014
Charles Schwab January 2008 - March 2010
Chase October 2006 - January 2008
Quill October 2004 - September 2006
Skills
Customer Service, Account Management, Leadership, Series 7, Series 63, Portfolio Management, Management
Education
University of Northern Iowa
BA, History & Geography Education
Roosevelt University
MBA
Amit Deshpande's Charles Schwab Experience August 2012 - Present
Job Global Head of Investment Risk at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2012 - Present
AllianceBernstein LP December 2009 - September 2012
Alliance Bernstein Japan Limited February 2008 - December 2009
Alliance Bernstein LP April 2004 - January 2008
Alliance Bernstein LP December 2002 - April 2004
Alliance Bernstein LP June 2000 - December 2002
Allied Capital Asset Management, Rye, NY August 1998 - August 2000
Daewoo Corporation, Mumbai, India December 1996 - June 1997
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Derivatives, Bloomberg, Asset Managment, Alternative Investments, Equity Research, Capital Markets, Portfolio Optimization, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1998
MS, Finance
S.P. Jain Institute of Management & Research 1995 — 1997
MBA, International Business
University of Pune 1990 — 1994
BS, Computer Engineering
St. Joseph's Academy, Dehradun 1978 — 1990
ISC, Mathematics, Science
Charles Schwab August 2012 - Present
AllianceBernstein LP December 2009 - September 2012
Alliance Bernstein Japan Limited February 2008 - December 2009
Alliance Bernstein LP April 2004 - January 2008
Alliance Bernstein LP December 2002 - April 2004
Alliance Bernstein LP June 2000 - December 2002
Allied Capital Asset Management, Rye, NY August 1998 - August 2000
Daewoo Corporation, Mumbai, India December 1996 - June 1997
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Derivatives, Bloomberg, Asset Managment, Alternative Investments, Equity Research, Capital Markets, Portfolio Optimization, Trading
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1998
MS, Finance
S.P. Jain Institute of Management & Research 1995 — 1997
MBA, International Business
University of Pune 1990 — 1994
BS, Computer Engineering
St. Joseph's Academy, Dehradun 1978 — 1990
ISC, Mathematics, Science
Hector Silvestre's Charles Schwab Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Albridge, an Affiliate of Pershing February 2005 - July 2014
TD Waterhouse Investor Services January 2003 - February 2005
Skills
Treasury, Portfolio Management, Financial Services, Relationship Management, Mutual Funds, Equities, Fixed Income, Bonds, Investments, Series 7, Wealth Management, Requirements Gathering, Financial Advisory, CRM, Securities, Asset Management, Series 63, Retirement Planning
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor's Degree, Economics
Charles Schwab October 2014 - Present
Albridge, an Affiliate of Pershing February 2005 - July 2014
TD Waterhouse Investor Services January 2003 - February 2005
Skills
Treasury, Portfolio Management, Financial Services, Relationship Management, Mutual Funds, Equities, Fixed Income, Bonds, Investments, Series 7, Wealth Management, Requirements Gathering, Financial Advisory, CRM, Securities, Asset Management, Series 63, Retirement Planning
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor's Degree, Economics
Mark Hammonds, CFP®'s Charles Schwab Experience October 1991 - August 2005
Job Retirement Planning Consultant / Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
SunTrust Bank November 2005 - May 2015
Charles Schwab October 1991 - August 2005
Skills
401k, Retirement Planning, Retirement, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Investment Advisory, Equities, Bonds, Securities, Investment Management, Investment Strategies, Asset Management, Relationship Management, Options, FINRA
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA
University of Central Florida - College of Business Administration 1982 — 1985
BSBA, Accounting
Transamerica Retirement Solutions May 2015 - Present
SunTrust Bank November 2005 - May 2015
Charles Schwab October 1991 - August 2005
Skills
401k, Retirement Planning, Retirement, Financial Services, Wealth Management, Mutual Funds, Asset Allocation, Financial Advisory, Investments, Portfolio Management, Strategic Financial..., Fixed Income, Investment Advisory, Equities, Bonds, Securities, Investment Management, Investment Strategies, Asset Management, Relationship Management, Options, FINRA
Education
Rollins College - Crummer Graduate School of Business 1987 — 1989
MBA
University of Central Florida - College of Business Administration 1982 — 1985
BSBA, Accounting
Thomas Degenaars's Charles Schwab Experience January 2000 - September 2003
Job Vice President, Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities LLC August 2004 - Present
Charles Schwab January 2000 - September 2003
Skills
Fixed Income, Capital Markets, Trading, Investments, Derivatives, Equities, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BS Economics, Economics, Finance
Ramapo Regional High School
Wells Fargo Securities LLC August 2004 - Present
Charles Schwab January 2000 - September 2003
Skills
Fixed Income, Capital Markets, Trading, Investments, Derivatives, Equities, Bloomberg, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
BS Economics, Economics, Finance
Ramapo Regional High School
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
Steven Jaksch's Charles Schwab Experience May 2002 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2002 - Present
Morgan Stanley March 2001 - May 2002
Ingram Micro August 1998 - March 2001
Education
Saddleback College 1995 — 1997
Associates, Mathmatics
Dana
Charles Schwab May 2002 - Present
Morgan Stanley March 2001 - May 2002
Ingram Micro August 1998 - March 2001
Education
Saddleback College 1995 — 1997
Associates, Mathmatics
Dana
Brian Paulson's Charles Schwab Experience March 1999 - December 2002
Job Senior Product Manager, Partner Solutions at Dun and Bradstreet
Industry Information Technology and Services
Experience
Dun and Bradstreet July 2014 - Present
Dun and Bradstreet August 2013 - Present
Globys Inc December 2011 - August 2012
Liberty Mutual Insurance October 2010 - December 2011
InstantService.com, Inc. (acquired by Oracle) April 2008 - August 2010
Moss Adams LLP April 2006 - April 2008
WorkflowOne April 2004 - February 2006
Charles Schwab March 1999 - December 2002
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, SDLC, Software Project..., Product Management, Requirements Gathering, SQL, Business Intelligence, Vendor Management, Program Management, Process Improvement, Visio, Integration, Software Development, Scrum, Business Requirements, Business Process, Microsoft SQL Server, Testing, CRM, Analytics, Analysis
Education
Saint Mary's College of California 1990 — 1992
Bachelor of Science (BS), International Economics
University of Arizona 1989 — 1990
Business Administration and Management, General
Dun and Bradstreet July 2014 - Present
Dun and Bradstreet August 2013 - Present
Globys Inc December 2011 - August 2012
Liberty Mutual Insurance October 2010 - December 2011
InstantService.com, Inc. (acquired by Oracle) April 2008 - August 2010
Moss Adams LLP April 2006 - April 2008
WorkflowOne April 2004 - February 2006
Charles Schwab March 1999 - December 2002
Skills
Business Analysis, Requirements Analysis, Agile Methodologies, Project Management, SDLC, Software Project..., Product Management, Requirements Gathering, SQL, Business Intelligence, Vendor Management, Program Management, Process Improvement, Visio, Integration, Software Development, Scrum, Business Requirements, Business Process, Microsoft SQL Server, Testing, CRM, Analytics, Analysis
Education
Saint Mary's College of California 1990 — 1992
Bachelor of Science (BS), International Economics
University of Arizona 1989 — 1990
Business Administration and Management, General
Joe Ybarra's Charles Schwab Experience November 1998 - January 2009
Job Associate Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
Rebecca Proske, CFP's Charles Schwab Experience February 2013 - Present
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Self Employed in my own Independent Certified Financial Planning Firm November 2012 - January 2013
Ameriprise Financial June 1997 - November 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1997
Bachelor's degree, Marketing
Charles Schwab February 2013 - Present
Self Employed in my own Independent Certified Financial Planning Firm November 2012 - January 2013
Ameriprise Financial June 1997 - November 2012
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1992 — 1997
Bachelor's degree, Marketing
Laura Modenbach's Charles Schwab Experience August 2012 - June 2013
Job Marketing Database Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - January 2015
Charles Schwab August 2012 - June 2013
Bank of America May 2010 - November 2011
Wells Fargo July 2009 - April 2010
Bank of America April 2005 - May 2009
Bank of America January 2005 - April 2005
Bank of America July 1996 - December 2004
Skills
Teradata, ETL, Analytics, Data Analysis, SQL, Data Warehousing
Education
Rutgers University-New Brunswick
BA
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - January 2015
Charles Schwab August 2012 - June 2013
Bank of America May 2010 - November 2011
Wells Fargo July 2009 - April 2010
Bank of America April 2005 - May 2009
Bank of America January 2005 - April 2005
Bank of America July 1996 - December 2004
Skills
Teradata, ETL, Analytics, Data Analysis, SQL, Data Warehousing
Education
Rutgers University-New Brunswick
BA
J.T. Lauterbach's Charles Schwab Experience 2005 - Present
Job at
Industry Financial Services
Experience
Charles Schwab 2005 - Present
Education
Saint Mary's College of California
Charles Schwab 2005 - Present
Education
Saint Mary's College of California
Erik Rasmuson's Charles Schwab Experience November 2004 - August 2006
Job Sales Professional
Industry Computer Software
Experience
iCIMS November 2012 - Present
iCIMS 2014 - 2014
Bloomberg LP May 2010 - July 2012
UBS Investment Bank August 2006 - November 2008
UBS November 2004 - August 2006
Charles Schwab November 2004 - August 2006
Charles Schwab May 2003 - November 2004
Schwab Capital Markets June 2000 - May 2003
BANC OF AMERICA LLC July 1999 - June 2000
Skills
Equity Trading, Pricing, Electronic Trading, Trading, Contract Negotiation, Financial Services, Trading Systems, CRM, Sales, Bloomberg, Equities, Hedge Funds, Derivatives, Securities, SaaS, Finance, Account Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BS, Business Economics
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kinnelon
iCIMS November 2012 - Present
iCIMS 2014 - 2014
Bloomberg LP May 2010 - July 2012
UBS Investment Bank August 2006 - November 2008
UBS November 2004 - August 2006
Charles Schwab November 2004 - August 2006
Charles Schwab May 2003 - November 2004
Schwab Capital Markets June 2000 - May 2003
BANC OF AMERICA LLC July 1999 - June 2000
Skills
Equity Trading, Pricing, Electronic Trading, Trading, Contract Negotiation, Financial Services, Trading Systems, CRM, Sales, Bloomberg, Equities, Hedge Funds, Derivatives, Securities, SaaS, Finance, Account Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BS, Business Economics
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kinnelon
Ofakipouono Mills's Charles Schwab Experience October 2014 - March 2015
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Charles Schwab October 2014 - March 2015
Wells Fargo October 2012 - October 2014
Wells Fargo February 2010 - October 2012
Regus Management Group February 2008 - October 2009
ASUCLA 2002 - 2006
Education
St. Mary's College of California 2011 — 2012
Master's, Financial Analysis & Investment Management
University of California, Los Angeles - School of Public Health 1999 — 2005
B.S, Biology
Antioch High School
Wells Fargo March 2015 - Present
Charles Schwab October 2014 - March 2015
Wells Fargo October 2012 - October 2014
Wells Fargo February 2010 - October 2012
Regus Management Group February 2008 - October 2009
ASUCLA 2002 - 2006
Education
St. Mary's College of California 2011 — 2012
Master's, Financial Analysis & Investment Management
University of California, Los Angeles - School of Public Health 1999 — 2005
B.S, Biology
Antioch High School
Judy Stratton's Charles Schwab Experience 1993 - December 2001
Job Business Analyst at Argus Health Systems
Industry Health, Wellness and Fitness
Experience
Argus Health Systems August 2006 - Present
U.S. Department of the Treasury February 2003 - August 2006
Charles Schwab 1993 - December 2001
1st Nationwide Bank 1984 - 1988
Skills
Business Analysis, Requirements Gathering, SDLC, Visio, Business Requirements, Process Improvement, Requirements Analysis, User Acceptance Testing, Software Documentation, Vendor Management, Project Management, Business Process..., Business Process, Systems Analysis, Software Project..., PMP
Education
St. Mary's College of California
Bachelor's degree, Business Management
Argus Health Systems August 2006 - Present
U.S. Department of the Treasury February 2003 - August 2006
Charles Schwab 1993 - December 2001
1st Nationwide Bank 1984 - 1988
Skills
Business Analysis, Requirements Gathering, SDLC, Visio, Business Requirements, Process Improvement, Requirements Analysis, User Acceptance Testing, Software Documentation, Vendor Management, Project Management, Business Process..., Business Process, Systems Analysis, Software Project..., PMP
Education
St. Mary's College of California
Bachelor's degree, Business Management
Caprice Weaver's Charles Schwab Experience May 2002 - May 2004
Job Business Owner
Industry Construction
Experience
Concrete Floor Systems October 2002 - Present
The Stone Experts, Inc 2002 - 2011
Charles Schwab May 2002 - May 2004
Skills
Contract Negotiation
Education
Sam Houston State University 1990 — 1994
BBA, Accounting
Concrete Floor Systems October 2002 - Present
The Stone Experts, Inc 2002 - 2011
Charles Schwab May 2002 - May 2004
Skills
Contract Negotiation
Education
Sam Houston State University 1990 — 1994
BBA, Accounting
Bill Purvin's Charles Schwab Experience October 2006 - Present
Job Regional Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Charles Schwab October 2006 - Present
Tableside, LLC October 2004 - November 2008
Hold Brothers August 2005 - October 2006
Schwab Capital Markets March 1987 - December 2001
Merrill Lynch January 1985 - March 1987
Bear Stearns November 1983 - January 1985
Skills
Investments, Options, Equities, Capital Markets, Bonds, Mutual Funds, Trading, Securities, Trading Systems, Management, Series 7, Customer Service, Finance, Equity Trading, Wealth Management, Fixed Income, Series 63, Microsoft Office
Education
The Culinary Institute of America 2002 — 2004
AOS, Culinary Arts
New York Institute of Finance
Rutgers, The State University of New Jersey-Newark 1978 — 1983
BA, Economics
Market Technicians Association
CMT, Chartered Market Technician
Charles Schwab October 2006 - Present
Charles Schwab October 2006 - Present
Tableside, LLC October 2004 - November 2008
Hold Brothers August 2005 - October 2006
Schwab Capital Markets March 1987 - December 2001
Merrill Lynch January 1985 - March 1987
Bear Stearns November 1983 - January 1985
Skills
Investments, Options, Equities, Capital Markets, Bonds, Mutual Funds, Trading, Securities, Trading Systems, Management, Series 7, Customer Service, Finance, Equity Trading, Wealth Management, Fixed Income, Series 63, Microsoft Office
Education
The Culinary Institute of America 2002 — 2004
AOS, Culinary Arts
New York Institute of Finance
Rutgers, The State University of New Jersey-Newark 1978 — 1983
BA, Economics
Market Technicians Association
CMT, Chartered Market Technician
Charles F. Fowler, CFA, CFP®, CAIA's Charles Schwab Experience May 2002 - January 2010
Job Investment Manager
Industry Financial Services
Experience
Atlantic Trust Private Wealth Management (a CIBC Company) February 2014 - February 2015
Pure Financial Advisors August 2013 - January 2014
Altegris Investments, Inc. February 2010 - August 2013
Charles Schwab May 2002 - January 2010
Skills
Alternative Investments, Portfolio Management, Investments, Level III CFA Candidate, Financial Planning, Microsoft Excel, DCF Valuation, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Office, Retirement Planning, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
MS, Finance & Tax Planning
Rutgers University-New Brunswick 1989 — 1994
BA, Political Science
Atlantic Trust Private Wealth Management (a CIBC Company) February 2014 - February 2015
Pure Financial Advisors August 2013 - January 2014
Altegris Investments, Inc. February 2010 - August 2013
Charles Schwab May 2002 - January 2010
Skills
Alternative Investments, Portfolio Management, Investments, Level III CFA Candidate, Financial Planning, Microsoft Excel, DCF Valuation, Financial Analysis, Financial Modeling, PowerPoint, Microsoft Office, Retirement Planning, Strategic Financial...
Education
San Diego State University-California State University 2003 — 2006
MS, Finance & Tax Planning
Rutgers University-New Brunswick 1989 — 1994
BA, Political Science
John Rada's Charles Schwab Experience April 2013 - January 2014
Job IS Security Engineer at DHL
Industry Logistics and Supply Chain
Experience
Charles Schwab April 2013 - January 2014
Wells Fargo Bank July 2010 - December 2011
DHL May 1997 - August 2009
DHL Information Systems January 1997 - January 2009
JOHN RADA January 1989 - January 1997
Skills
Active Directory, Security, Computer Hardware, VPN, Unix, Troubleshooting, System Administration, Microsoft Exchange, SharePoint, Virtualization, Technical Support, Information Security, Access, Help Desk Support, Operating Systems, Servers, HP, Networking, IT Management
Education
Sacred Heart University 1977 — 1979
none, liberal arts
Greenwich High School
Sacred Heart University
Charles Schwab April 2013 - January 2014
Wells Fargo Bank July 2010 - December 2011
DHL May 1997 - August 2009
DHL Information Systems January 1997 - January 2009
JOHN RADA January 1989 - January 1997
Skills
Active Directory, Security, Computer Hardware, VPN, Unix, Troubleshooting, System Administration, Microsoft Exchange, SharePoint, Virtualization, Technical Support, Information Security, Access, Help Desk Support, Operating Systems, Servers, HP, Networking, IT Management
Education
Sacred Heart University 1977 — 1979
none, liberal arts
Greenwich High School
Sacred Heart University
Daniel Rossillon, CPA's Charles Schwab Experience November 2011 - Present
Job External Reporting Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab November 2011 - Present
Deloitte September 2008 - November 2011
Wells Fargo Bank August 2006 - August 2008
Bank of America 2001 - 2006
Skills
Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2004 — 2008
BS, Accounting w/ minor in Economics
Charles Schwab November 2011 - Present
Deloitte September 2008 - November 2011
Wells Fargo Bank August 2006 - August 2008
Bank of America 2001 - 2006
Skills
Financial Analysis, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act
Education
Saint Mary's College of California 2004 — 2008
BS, Accounting w/ minor in Economics
Sudip Jha's Charles Schwab Experience May 2007 - September 2010
Job VP Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
Al Voorhees's Charles Schwab Experience 1995 - 2004
Job Independent Insurance Agent
Industry Hospital & Health Care
Experience
USA Benefits Group CEOHome HelpersFebruary 2009 - June 2014
Charles Schwab 1995 - 2004
Sturdivant & Company, Inc. February 1990 - June 1994
Skills
Long-term Care, Healthcare, Small Business, Training, Personal Care, CRM, Public Speaking, Coaching, Social Networking, Seniors, Investments, Customer Service, Nonprofits, Elder Care, Management, Team Building, Leadership, Sales, Medicare, Executive Management, Leadership Development, New Business Development, Home Care, Nursing, Strategic Planning, Fundraising, Marketing Strategy, Entrepreneurship, Marketing
Education
Rutgers University-New Brunswick
BA
USA Benefits Group CEOHome HelpersFebruary 2009 - June 2014
Charles Schwab 1995 - 2004
Sturdivant & Company, Inc. February 1990 - June 1994
Skills
Long-term Care, Healthcare, Small Business, Training, Personal Care, CRM, Public Speaking, Coaching, Social Networking, Seniors, Investments, Customer Service, Nonprofits, Elder Care, Management, Team Building, Leadership, Sales, Medicare, Executive Management, Leadership Development, New Business Development, Home Care, Nursing, Strategic Planning, Fundraising, Marketing Strategy, Entrepreneurship, Marketing
Education
Rutgers University-New Brunswick
BA
Mike Bonardi's Charles Schwab Experience 1999 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Securities, Wealth Management, Investment Management, Equities, Asset Management, Investment Strategies, Financial Services, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California 1996 — 1999
MBA
University of California, Davis
Charles Schwab 1999 - Present
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Securities, Wealth Management, Investment Management, Equities, Asset Management, Investment Strategies, Financial Services, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California 1996 — 1999
MBA
University of California, Davis
Kevin J. Wilkison's Charles Schwab Experience July 2006 - June 2011
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Merrill Edge September 2012 - December 2012
USAA August 2011 - June 2012
Charles Schwab July 2006 - June 2011
Charles Schwab July 2006 - October 2007
Charles Schwab January 1997 - December 2002
Education
Sacred Heart University
Masters of Business Administration, Investment Finance
Southern Connecticut State University
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Merrill Edge September 2012 - December 2012
USAA August 2011 - June 2012
Charles Schwab July 2006 - June 2011
Charles Schwab July 2006 - October 2007
Charles Schwab January 1997 - December 2002
Education
Sacred Heart University
Masters of Business Administration, Investment Finance
Southern Connecticut State University
Bachelor of Science, Economics
Michael Vincent James's Charles Schwab Experience December 2006 - August 2007
Job Lead Consultant (Technical Project Manager) at Infosys
Industry Information Technology and Services
Experience
Infosys March 2012 - Present
Pacific Gas and Electric Company June 2009 - January 2012
eBay December 2007 - November 2008
Symantec September 2007 - November 2007
Charles Schwab December 2006 - August 2007
Skills
Customer Relations, Customer Service, Hiring, Disaster Recovery, Business Continuity, Agile Project Management, Technical Project..., Project Management, Infrastructure Projects, IT Service Management, ITIL, Vendor Management, Technology Assessment, Account Management, Business Analysis, Recoveries
Education
College of Notre Dame, Belmont, Ca. 1994 — 1996
MS, Systems Management
Saint Mary's College of California 1989 — 1991
BA, Management
Infosys March 2012 - Present
Pacific Gas and Electric Company June 2009 - January 2012
eBay December 2007 - November 2008
Symantec September 2007 - November 2007
Charles Schwab December 2006 - August 2007
Skills
Customer Relations, Customer Service, Hiring, Disaster Recovery, Business Continuity, Agile Project Management, Technical Project..., Project Management, Infrastructure Projects, IT Service Management, ITIL, Vendor Management, Technology Assessment, Account Management, Business Analysis, Recoveries
Education
College of Notre Dame, Belmont, Ca. 1994 — 1996
MS, Systems Management
Saint Mary's College of California 1989 — 1991
BA, Management
Alan Forsythe's Charles Schwab Experience November 1999 - December 2001
Job Inside Territory Manager at Microsoft
Industry Computer Software
Experience
Microsoft February 2011 - Present
Insight 2015 - 2015
Stitzii 2014 - 2015
Dell July 2006 - July 2010
Citibank May 2003 - June 2006
Farmers Insurance June 2002 - February 2003
Charles Schwab November 1999 - December 2001
A.G. Edwards June 1996 - June 1999
Skills
Solution Selling, Account Management, Finance, Salesforce.com, Insurance, Lead Generation, Direct Sales, Cold Calling, Sales Process, Sales Management, Sales Operations, Workshop Facilitation, Cloud Computing, Strategic Partnerships, Selling, Investments, SaaS, Enterprise Software, Sales
Education
St. Mary's College of California 1991 — 1994
B.A., Health
Diablo Valley College 1988 — 1991
A.A., Liberal Arts
Acalanes H.S.
Microsoft February 2011 - Present
Insight 2015 - 2015
Stitzii 2014 - 2015
Dell July 2006 - July 2010
Citibank May 2003 - June 2006
Farmers Insurance June 2002 - February 2003
Charles Schwab November 1999 - December 2001
A.G. Edwards June 1996 - June 1999
Skills
Solution Selling, Account Management, Finance, Salesforce.com, Insurance, Lead Generation, Direct Sales, Cold Calling, Sales Process, Sales Management, Sales Operations, Workshop Facilitation, Cloud Computing, Strategic Partnerships, Selling, Investments, SaaS, Enterprise Software, Sales
Education
St. Mary's College of California 1991 — 1994
B.A., Health
Diablo Valley College 1988 — 1991
A.A., Liberal Arts
Acalanes H.S.
Esposito Brian's Charles Schwab Experience March 1993 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1993 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services
Education
Rutgers University
Bachelor of Science (BS), Finance, General
Charles Schwab March 1993 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services
Education
Rutgers University
Bachelor of Science (BS), Finance, General
Julie Majka, AAMS®, IACCP®'s Charles Schwab Experience 2006 - 2010
Job Senior Compliance Administrator at Duff & Phelps Investment Management Co.
Industry Investment Management
Experience
Duff & Phelps Investment Management Co. October 2011 - Present
PNC Investments February 2010 - October 2011
Charles Schwab 2006 - 2010
Merrill Lynch – Private Wealth Center 2004 - 2006
Education
Roosevelt University
MBA, Business Administration and Management, General, 3.8
Duff & Phelps Investment Management Co. October 2011 - Present
PNC Investments February 2010 - October 2011
Charles Schwab 2006 - 2010
Merrill Lynch – Private Wealth Center 2004 - 2006
Education
Roosevelt University
MBA, Business Administration and Management, General, 3.8
Nicole Haynes's Charles Schwab Experience July 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry
Experience
Charles Schwab July 2014 - Present
Southwest Network April 2012 - April 2014
Southwest Behavioral Health Services August 2010 - April 2012
Lifewell Behavioral Wellness, Inc. June 2009 - August 2010
Safer Foundation January 2007 - June 2007
YWCA Metropolitan Chicago June 2006 - February 2007
Ameritech January 1998 - June 2002
Skills
Community Outreach, Clinical Research, Treatment, Crisis Intervention, Behavioral Health, Interviews, Software Documentation, Case Management, Healthcare
Education
Roosevelt University 2006 — 2007
Bachelor's Degree, Psychology
Kennedy King College 2004 — 2006
Associate's Degree, Social Work
Charles Schwab July 2014 - Present
Southwest Network April 2012 - April 2014
Southwest Behavioral Health Services August 2010 - April 2012
Lifewell Behavioral Wellness, Inc. June 2009 - August 2010
Safer Foundation January 2007 - June 2007
YWCA Metropolitan Chicago June 2006 - February 2007
Ameritech January 1998 - June 2002
Skills
Community Outreach, Clinical Research, Treatment, Crisis Intervention, Behavioral Health, Interviews, Software Documentation, Case Management, Healthcare
Education
Roosevelt University 2006 — 2007
Bachelor's Degree, Psychology
Kennedy King College 2004 — 2006
Associate's Degree, Social Work
Kenneth O'Toole's Charles Schwab Experience April 2011 - June 2014
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab April 2011 - June 2014
Fidelity Investments July 2007 - May 2011
Fidelity Investments November 2006 - July 2007
Education
Saint Michael's College 1996 — 2000
Bachelor of Business Administration (B.B.A.)
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab April 2011 - June 2014
Fidelity Investments July 2007 - May 2011
Fidelity Investments November 2006 - July 2007
Education
Saint Michael's College 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Mark Marmo's Charles Schwab Experience 1991 - 2004
Job Sourcing Recruiter; PNC Investments / Asset Management Group at PNC
Industry Financial Services
Experience
PNC 2015 - Present
T. Rowe Price 2007 - 2010
Legg Mason 2006 - 2007
Susquehanna Bank 2005 - 2006
Charles Schwab 1991 - 2004
Skills
Investments, Series 7, Mutual Funds, Management, Sourcing, Banking, Asset Management, Relationship Management, Financial Services, Financial Planning, Recruiting, Finance, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Asset Allocation, Series 24, Series 9, Series 10
Education
Salisbury University
Bachelor of Arts (B.A.), Economics
Salisbury University - Perdue School of Business
Bachelors, Economics
PNC 2015 - Present
T. Rowe Price 2007 - 2010
Legg Mason 2006 - 2007
Susquehanna Bank 2005 - 2006
Charles Schwab 1991 - 2004
Skills
Investments, Series 7, Mutual Funds, Management, Sourcing, Banking, Asset Management, Relationship Management, Financial Services, Financial Planning, Recruiting, Finance, Wealth Management, Portfolio Management, Series 63, Retirement Planning, Asset Allocation, Series 24, Series 9, Series 10
Education
Salisbury University
Bachelor of Arts (B.A.), Economics
Salisbury University - Perdue School of Business
Bachelors, Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank