Charles Schwab

Industry: Financial services company

Description

The 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.

Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.

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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
Alfredo Jacobo Alfredo Jacobo San Francisco Bay Area Details
Alfredo Jacobo's Charles Schwab Experience 2001 - 2002
Job Full Stack Developer (db, serverside, middleware, frontend, ux)
Industry Computer Software
Experience
Internet domain   1997 - 2015
Autodesk  2014 - 2014
Apple  2013 - 2014
Stanford University  2011 - 2012
Amazon  2011 - 2011
Recovery Systems   2008 - 2011
Technology for Communications International  2006 - 2008
Charles Schwab   2001 - 2002
myplay.com   2000 - 2001
Liquid Audio  2000 - 2001

Skills
Software Engineering, Node.js, AngularJS, Software Development, css3, Perl, JavaScript, Website Development, HTML5, CSS, Web Applications, PHP, jQuery, JSP, c#, .NET, VB.NET, MySQL, SQL, Microsoft SQL Server, SQL Server, Apache, Testing, QuadBase, Multimedia, Team Leadership, Mail Server, TCP/IP, FTP, Linux, Mac OS, OS X, Architecture, Servers, Machine Control, Photoshop

Education
San Francisco State University
Computer Science

George Washington High School

Everett Junior High School

Loren Kertz Loren Kertz San Francisco Bay Area Details
Loren Kertz's Charles Schwab Experience December 1996 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 1996 - Present
Wells Fargo  1990 - 1996
Wells Fargo  1990 - 1996

Education
San Francisco State University   1994 — 2001
MBA, Marketing

San Diego State University-California State University   1984 — 1989
BS, Finance

Jesse Cels Jesse Cels Orange County, California Area Details
Jesse Cels's Charles Schwab Experience April 2011 - May 2012
Job Private Banking Officer at Comerica Bank
Industry Banking
Experience
Comerica Bank  June 2014 - Present
Comerica Bank  September 2012 - June 2014
Charles Schwab   April 2011 - May 2012

Skills
Accounting, Financial Analysis, Financial Statement..., Small Business Lending, Loan Origination, Loan Pricing, Options Strategies, Equity Research Analysis, Portfolio Development, Private Banking, Loans, Finance, Commercial Lending, Credit, Commercial Banking, Portfolio Management, Credit Analysis

Education
San Diego State University-California State University   2008 — 2010
Bachelor of Science (BS), Finance, General

Jonathan Wan Jonathan Wan San Francisco Bay Area Details
Jonathan Wan's Charles Schwab Experience December 1998 - March 2000
Job Director, Mobile Channel Enablement, Visa
Industry Banking
Experience
Visa  May 2015 - Present
International Retail Banking, BNP Paribas (Parent company of Bank of the West)   October 2014 - May 2015
Bank of the West  April 2012 - September 2014
Global Expansion Team, Global Banking, Wells Fargo Bank   May 2011 - April 2012
WF Labs/Incubator, Wells Fargo Bank   February 2007 - May 2011
Merchant Services, Wells Fargo Bank   July 2005 - March 2007
Charles Schwab, Schwab Institutional   November 2002 - June 2004
OgilvyInteractive, Hong Kong   August 2001 - August 2002
Sina.com  April 2000 - August 2001
Charles Schwab   December 1998 - March 2000

Skills
Enterprise Start-up, Start-ups, Product Management, Cross-functional Team..., Enterprise Software, Product Development, Analytics, Management, Strategy, Project Management, Risk Management, SDLC, Agile Methodologies, Program Management, Web Design, Leadership, Integration, Banking, Financial Services, Mobile Devices, Business Intelligence, Business Analysis, Software Project..., Business Development, Management Consulting

Education
San Francisco State University   1996 — 1998
M.A., Industrial Design

San Francisco State University   1992 — 1996
B.A., Industrial Arts

Shana Love Shana Love San Francisco Bay Area Details
Shana Love's Charles Schwab Experience August 2007 - February 2009
Job Bringing efficiency & effectiveness to organizations and individuals.
Industry Professional Training & Coaching
Experience
Aleph Life Coaching and Consulting   September 2012 - July 2014
Giant Creative Strategy  January 2012 - July 2012
Atieva, Inc.   June 2010 - January 2012
A.P. Giannini Middle School   July 2009 - June 2010
World Stage Theater   February 2009 - July 2009
Charles Schwab   August 2007 - February 2009
Kaiser Permanente  February 2003 - May 2005
Ecker & Associates   February 1999 - August 2001

Skills
Program Management, Vendor Management, Marketing, Leadership, RFP, Recruiting, Team Building, Event Planning, Management, Public Speaking, Community Outreach, Budgets, Data Analysis, Editing, Interviews, Customer Service, Process Improvement, Research, PowerPoint, Organizational..., Training, Leadership Development, Microsoft Excel

Education
San Francisco State University
MPA, Public Administration, 3.54 GPA

Spelman College
BA, Dramatic Arts

Carolyn Kohler Carolyn Kohler San Francisco Bay Area Details
Carolyn Kohler's Charles Schwab Experience July 1998 - April 2001
Job Copywriter and SEO Specialist Helps Business Owners Tell Their Unique Story to the World
Industry Marketing and Advertising
Experience
Kohler Business Solutions   June 2004 - Present
Levi Strauss & Co.   May 2001 - May 2004
Charles Schwab   July 1998 - April 2001
Levi Strauss & Co.   April 1988 - June 1998

Skills
Web Content, SEO, SEO copywriting, Copywriting, White Papers, Press Releases, Blogging, Marketing Communications, Online Marketing, Project Management, Writing, Leadership, Management, Marketing, Project Planning, Social Media Marketing, Non-profits, Public Speaking, Nonprofits, Small Business, Marketing Strategy

Education
San Francisco State University
MBA, Management

San Francisco State University
BA, Psychology

Laura Donohoe Laura Donohoe San Francisco Bay Area Details
Laura Donohoe's Charles Schwab Experience October 2008 - March 2009
Job Digital Communications & Social Media Consultant
Industry Consumer Services
Experience
Client: Charles Schwab and Company, Inc.   June 2014 - Present
Client: AAA   November 2012 - September 2013
Client: Kaiser Permanente   June 2012 - October 2012
Client: Genworth Financial, now AssetMark   May 2011 - December 2011
Client: Riverbed Technology   August 2010 - February 2011
Barclays Global, now Blackrock   April 2009 - August 2009
Charles Schwab   October 2008 - March 2009
Donohoe Consulting Services   February 2003 - November 2008
Charles Schwab   December 1993 - December 2002

Skills
Marketing Communications, Online Marketing, Relationship Builder, Process Improvement, Cross-functional Team..., Project Management, Event Management, Client Education, Team Building, Vendor Management, Business Development, Sales, Account Management, Analytics, Salesforce.com, Social Media, Strategic Partnerships, Strategy

Education
San Francisco State University
BA

Jordan Tata Jordan Tata Austin, Texas Area Details
Jordan Tata's Charles Schwab Experience April 2011 - February 2012
Job President and Director of Training at Nine Full Innings
Industry Sports
Experience
Nine Full Innings   October 2014 - Present
Merrill Lynch  August 2012 - Present
Positive Baseball Development   January 2012 - October 2014
Charles Schwab   April 2011 - February 2012
Detroit Tigers  June 2003 - April 2009

Skills
Baseball, Sports, Sports Management, Public Speaking, Fundraising, Athletics, Coaching, Sports Marketing, Microsoft Excel, Social Media, Customer Service, PowerPoint, Sales, Finance, Microsoft Office, Microsoft Word, Budgets, Investments, Marketing, Leadership, Social Networking

Education
The University of Texas at Dallas - School of Management   2009 — 2010
Bachelor of Science, Finance

Sam Houston State University   2001 — 2003
None, Mathematics

Bartlesville Wesleyan College   1999 — 2001
None, General Studies

Lake Highlands High School   1996 — 1999

Avneesh Nigam Avneesh Nigam San Francisco, California Details
Avneesh Nigam's Charles Schwab Experience August 2000 - July 2001
Job Manager, Partnership Development at San Francisco Chamber of Commerce
Industry Nonprofit Organization Management
Experience
San Francisco Chamber of Commerce  May 2015 - Present
SteelWave  April 2015 - April 2015
Avneesh Nigam - Mindful Strategies   2011 - March 2015
Summit Real Estate Developments, INC   2004 - April 2013
Perryville Business Centers LLC   2006 - July 2012
Summit LLC   2004 - July 2012
High Field OPEN MRI LLC   2006 - June 2012
Orthopedic, Sports & Rehabilitation Center   October 2010 - March 2012
Charles Schwab   August 2000 - July 2001

Skills
New Business Development, Entrepreneurship, Start-ups, Business Development, Strategy, CRM, Leadership, Project Planning, Management, Contract Negotiation, Forecasting, Mergers & Acquisitions, Marketing, Marketing Strategy, Strategic Planning, Budgets, Finance, Financial Analysis, Risk Management, Analysis, Business Planning, Executive Management, Banking, Asset Management, Business Strategy, Real Estate, Negotiation, Team Building, Operations Management, Small Business, Real Estate Development, Commercial Real Estate, Negotiating Leases, Project Management, Due Diligence, Real Estate Transactions

Education
University of California Berkeley Extension   2005 — 2006
Finance

San Francisco State University   2002 — 2004
MBA

University of Colorado Boulder   1996 — 2000
BA

Culver Academies   1993 — 1996
High School

Tosca Fasso Tosca Fasso Brooklyn, New York Details
Tosca Fasso's Charles Schwab Experience February 2013 - October 2014
Job Director, Content Strategy at Huge Brooklyn
Industry Internet
Experience
Huge  October 2014 - Present
Charles Schwab   February 2013 - October 2014
SUBTXT   January 2009 - April 2013
Razorfish  December 2010 - July 2012
anyweargirl.com   January 2010 - March 2011
Charles Schwab   June 2009 - December 2010
Organic  January 2009 - June 2009
Avenue A Razorfish  December 2004 - May 2008

Skills
Copywriting, Social Media, Content Strategy, Creative Strategy, Content Creation, Blogging, Digital Marketing, User Experience Design, Creative Direction, User Experience, Digital Media, Digital Strategy, Interactive Advertising, Experience Design, Interaction Design, Integrated Marketing, Interactive Marketing, Information Architecture, Content Management, Facebook, Social Media Marketing, Mobile Devices, Art Direction, CMS, Content Development, Online Advertising, SEO, Email Marketing, Brand Development, Web Project Management, New Media, Editing, Writing, Advertising, E-commerce, User Interface Design, Editorial, Web Analytics, Strategy, Web Content Management, Interactive Media, User-centered Design, Wireframes, Mobile Marketing, Analytics, Web Content, SEO copywriting, SEO Copywriting

Education
San Francisco State University   1987 — 1992
BA, Creative Writing

Dmitriy Dusheyko Dmitriy Dusheyko San Francisco Bay Area Details
Dmitriy Dusheyko's Charles Schwab Experience May 2007 - 2008
Job Lead Software Engineer at SquareTrade
Industry Computer Software
Experience
SquareTrade  January 2013 - Present
SquareTrade  April 2011 - January 2013
SquareTrade  March 2010 - April 2011
Vertafore  February 2008 - March 2010
Charles Schwab   May 2007 - 2008

Skills
Java, Hibernate, Spring, REST, Agile Methodologies, AngularJS, Java Enterprise Edition, Web Services, Software Development, AJAX, Struts, Microsoft SQL Server, Scrum, JSP, Software Engineering, JMS, JDBC, Oracle, PostgreSQL, SOAP, Ant, Linux, JSON, JUnit, EJB, JPA, Eclipse, Design Patterns, Integration, OOP, XML, Object Oriented Design, Architecture, Tomcat, Scalability, JBoss Application Server, Git, Distributed Systems, Subversion, JIRA, Web Applications, Maven, Spring Framework

Education
San Francisco State University   2003 — 2008
B.S., Computer Science

Michelle (Lieggi) Henley Michelle (Lieggi) Henley San Francisco, California Details
Michelle (Lieggi) Henley's Charles Schwab Experience July 2000 - November 2004
Job Clinical Research Librarian at UCSF Medical Center
Industry Hospital & Health Care
Experience
UCSF Medical Center  July 2015 - Present
UCSF @ San Francisco General Hospital   November 2012 - July 2015
UCSF  March 2012 - October 2012
Saint Francis Memorial Hospital  September 2007 - October 2012
Kaiser Permanente  February 2005 - September 2007
Charles Schwab   July 2000 - November 2004
Wells Fargo  April 1999 - June 2000
Kaplan McLaughlin Diaz Architects   March 1998 - April 1999
UCSF  September 1995 - February 1998
San Francisco General Hospital  September 1997 - November 1997

Skills
Library Research, Information Management, Digital Libraries, Teaching, Libraries, Reference, Systematic Reviews

Education
San Jose State University
MLS

San Diego State University-California State University
Bachelor of Science (BS)

Michelle Hyde Michelle Hyde San Francisco, California Details
Michelle Hyde's Charles Schwab Experience 2009 - 2014
Job Senior Content Strategist UX at Walmart eCommerce
Industry Online Media
Experience
Walmart eCommerce  April 2014 - Present
Charles Schwab   2009 - 2014
Charles Schwab   2003 - 2009
San Mateo Union High School District  January 2001 - June 2003
Agency.com  2002 - 2003
415, Inc   2002 - 2002
Rare Medium  2000 - 2001
Vivid Studios / Modem Media   1995 - 2000

Skills
Digital Marketing, Integrated Marketing, Financial Services, Analytics, Direct Marketing, Customer Acquisition, Strategy, Strategic Partnerships, Product Management, Segmentation, CRM, Start-ups, Digital Strategy, Business Development, Salesforce.com, Content Strategy, Web Analytics, Email Marketing

Education
University of San Francisco   2007 — 2010
Master's degree, Digital Media and Learning

San Francisco State University
Bachelor of Arts (B.A.), Creative Writing and Technical Editing

Julia Demeter Julia Demeter San Francisco Bay Area Details
Julia Demeter's Charles Schwab Experience June 1989 - October 2001
Job Loan Officer at Commerce Home Mortgage
Industry Real Estate
Experience
Commerce Mortgage  July 2013 - Present
International City Mortgage  January 2011 - June 2013
Mason McDuffie Mortgage  October 2009 - February 2011
Holmgren & Associates   February 2004 - October 2009
Partners Mortgage  October 2002 - January 2004
Charles Schwab   June 1989 - October 2001
Citicorp Mortgage  January 1984 - May 1989
Westamerica Bank  January 1981 - December 1983

Skills
FHA, Mortgage Lending, Mortgage Banking, First Time Home Buyers, Finance, Loans, Residential Mortgages, Loan Origination, Refinance, Real Estate, Condos, USDA, Short Sales, Certified Mortgage..., Customer Service, Financial Services, Investment Properties, Investors, Credit, FHA financing, Private Banking, Real Estate Economics, VA loans, Credit Cards, Investments, Government Loans, Foreclosures, Reverse Mortgages, Residential Homes, Mortgage Underwriting, Real Estate Financing, Real Estate Transactions, Relocation, Sellers, Credit Analysis

Education
San Francisco State University

David Kaye David Kaye San Francisco Bay Area Details
David Kaye's Charles Schwab Experience November 1999 - September 2004
Job Web UI Engineer
Industry Internet
Experience
Glassdoor.com  September 2011 - January 2013
Blue Shield of California  January 2009 - September 2011
Wells Fargo  September 2008 - December 2008
WeatherBill  April 2008 - July 2008
AngelPoints  January 2006 - April 2008
Gap Inc. Direct  May 2005 - November 2005
Clarus Systems  January 2005 - February 2005
Charles Schwab   November 1999 - September 2004
Charles Schwab   June 1997 - November 1999

Skills
Agile Methodologies, AJAX, JSP, Tomcat, Spring, JavaScript, jQuery, CSS, CMS, Scrum, REST, User Interface Design, Web Applications, HTML 5, Test Driven Development, Web Development, Java, User Interface, HTML, XML, JUnit, SQL, Java Enterprise Edition, JSON, XHTML, User Experience, Eclipse, Ant, Software Development, XSLT, Front-end, SEO, Node.js, Git

Education
San Francisco State University   1989 — 1992
English Language and Literature, General

University of California, Santa Barbara   1983 — 1985
BA, Psychology

Celia Carrasco Celia Carrasco San Francisco, California Details
Celia Carrasco's Charles Schwab Experience March 2000 - April 2009
Job Marketing Communications, Community Relations/Outreach, & Nonprofit Development
Industry Philanthropy
Experience
Big Brothers Big Sisters of the Bay Area  June 2010 - Present
Big Brothers Big Sisters of the Bay Area  October 2007 - Present
Hispanic Scholarship Fund  January 2011 - September 2013
Big Brothers Big Sisters of the Bay Area  August 2010 - March 2011
Big Brothers Big Sisters of the North Bay  August 2010 - November 2010
Charles Schwab   March 2000 - April 2009
Charles Schwab   September 1990 - March 2000

Skills
Social Media, Non-profits, Fundraising, Event Planning, Community Outreach, Prospect Research, Donor Prospecting, Community Development, Nonprofits, Training, Public Speaking, Analysis, Volunteer Management, Management, Advertising, Budgets, Media Relations, Research, Project Management, Diversity & Inclusion, Youth Mentoring, Social Justice

Education
San Francisco State University   2009 — 2009
Certificate in Nonprofit Management

Branham

San Jose State University
Bachelor of Arts, Advertising, Marketing Minor

Jen Diaz-Infante Jen Diaz-Infante San Francisco Bay Area Details
Jen Diaz-Infante's Charles Schwab Experience January 2005 - March 2011
Job Program and Product Management
Industry Internet
Experience
SEPHORA  May 2014 - Present
iCrossing  April 2011 - March 2014
Charles Schwab   January 2005 - March 2011
Gloss.com, a division of Estee Lauder Inc.   August 2001 - June 2002
SmartAge.com  March 2000 - August 2001
Archipelago Productions, a division of Harcourt   September 1996 - March 2000

Skills
User Experience, Online Advertising, Content Strategy, Digital Marketing, Information Architecture, E-commerce, Interactive Marketing, Integrated Marketing, Digital Strategy, Email Marketing, Web Project Management, Web Analytics, Social Media, Content Management, Product Management, SEO, Creative Direction, Social Media Marketing, Copywriting, User Interface Design, Interactive Advertising, Mobile Marketing, Web Design, SEM, Strategy, Digital Media, Google Analytics, Marketing, Analytics, User Experience Design, Brand Development, Direct Marketing, Omniture, Creative Strategy, Cross-functional Team..., Project Management, Management, Online Marketing, Leadership, Advertising, Marketing Strategy

Education
Regenerative Design Institute

San Francisco State University
BA, Creative Writing

University of California, Santa Barbara
Music, Classical Guitar Performance

Cynthia Ghaffari Cynthia Ghaffari Greater Seattle Area Details
Cynthia Ghaffari's Charles Schwab Experience November 1988 - March 1993
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  October 2014 - Present
Connecticut Women's Business Development Council   May 2014 - September 2014
Morgan Stanley Wealth Management  January 2012 - April 2014
Morgan Stanley Smith Barney  August 2005 - December 2011
Morgan Stanley  June 2004 - August 2005
Morgan Stanley  May 1999 - June 2004
BankAmerica Investment Services, Inc.   April 1993 - April 1999
Charles Schwab   November 1988 - March 1993

Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management

Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance

University of California, Berkeley
Certificate, Personal Financial Planning

Asad Taheri Asad Taheri San Francisco Bay Area Details
Asad Taheri's Charles Schwab Experience June 2000 - February 2003
Job Premier Mortgage Consultant NMLS#: 377042
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  April 2012 - Present
Union Bank  February 2009 - April 2012
Bank of America  February 2003 - January 2009
Charles Schwab   June 2000 - February 2003

Skills
Foreign National..., Super Jumbo Mortgages, Real Estate, Mortgage Lending, Negotiation, Underwriting, Sales Management, Banking, Expatriate Mortgages, Global Mobility, Account Management, Investors, Real Estate Transactions, Investments, Property, Short Sales, Sales, First Time Home Buyers, Sellers, Referrals, Investment Properties, Marketing, Loans, Credit, Finance, Selling, New Business Development, Portfolio Management, Management, Training, Business Planning, Strategy, Financial Services, Residential Mortgages, Real Estate Financing, Residential Homes, Mortgage Banking, Loan Origination, Commercial Real Estate, Asset Management, Relationship Management

Education
Santa Clara University - Leavey School of Business   2015 — 2016
Certificate of Advanced Accounting Proficiency, Accounting and Finance

San Francisco State University   1996 — 2000
BS, Human Physiology & Chemistry

Brian LoCicero Brian LoCicero South San Francisco, California Details
Brian LoCicero's Charles Schwab Experience October 2014 - Present
Job Experienced UI Engineer
Industry Online Media
Experience
Charles Schwab   October 2014 - Present
CompareNetworks  December 2010 - October 2014
CompareNetworks  November 2008 - November 2010
BRE Properties, Inc  November 2005 - November 2008

Skills
CSS, HTML 5, HTML, JavaScript, jQuery, User Interface, Front-end, HTML5, Mobile Applications, Advanced CSS, Web Applications, angularjs, Sencha, WebGL, Three.JS, Node.js, SASS

Education
Academy of Entertainment Technology   2002 — 2004
Certificate

San Francisco State University   1998 — 2001
B.F.A.

Rancho Cotate High School

Alethea Doane, PMP Alethea Doane, PMP Greater Denver Area Details
Alethea Doane, PMP's Charles Schwab Experience September 2014 - Present
Job Sr. Mgr. Bank Oversight Programs and Applications at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   September 2014 - Present
First Data Corporation  November 2012 - September 2014
CIGNA Healthcare  January 2011 - November 2012
Kyocera Wireless Corp.  April 2006 - March 2009
Kyocera Wireless Corp.  July 2002 - April 2006
Qualcomm Inc.  October 1997 - July 2002
Cubic Defense Systems  January 1996 - October 1997

Skills
Project Management, Oracle, Supply Chain, Strategic Planning, Reverse Logistics, Business Strategy, Streamlining Operations, Cross-functional Team..., Six Sigma, Program Management, Process Improvement, Bill of Materials, Vendor Management, Business Process, Production Planning, PMP, ERP, SharePoint, Manufacturing, Testing, Procurement, IT Strategy, Product Management, Operations Management, Business Development, Business Process..., Integration, MS Project, Software Documentation, Quality Assurance, Visio, Personnel Management, Analysis

Education
San Diego State University-California State University
BS, Information and Decision Making Systems

Jeff Reavis Jeff Reavis San Francisco Bay Area Details
Jeff Reavis's Charles Schwab Experience June 2000 - May 2005
Job Owner, BrightPost
Industry Renewables & Environment
Experience
BrightPost   May 2005 - Present
Charles Schwab   June 2000 - May 2005
PMI Mortgage Insurance Co.  1998 - 2001

Education
San Francisco State University   1989 — 1992
Engineering, Marketing, Design, Plastics

Paula Tang Paula Tang San Francisco Bay Area Details
Paula Tang's Charles Schwab Experience 1995 - 1997
Job Owner/Operator of fitDOG
Industry Health, Wellness and Fitness
Experience
Orinda Country Club  2015 - Present
Active Sports Clubs  2014 - Present
fitDOG   2013 - Present
Club One  2010 - 2014
Pets Are People Too  2010 - 2013
Island Fitness  2007 - 2009
Bainbridge Athletic Club  2005 - 2006
Charles Schwab   1995 - 1997
Charles Schwab   1993 - 1995
Charles Schwab   1988 - 1993

Skills
Personal Training, Coaching, Leadership Development, Fitness, Strategic Planning, Fitness Training, Customer Service, Sales, Public Speaking, Social Networking, Social Media, Leadership, Yoga, Wellness Coaching, Management, Strength Training, Marketing, Fundraising, Marketing Strategy, Team Building, Event Planning, Wellness, Nutrition

Education
Samuel Merritt University
Horticultural Science

Eric Kjellberg Eric Kjellberg Greater Los Angeles Area Details
Eric Kjellberg's Charles Schwab Experience December 2003 - October 2005
Job
Industry Marketing and Advertising
Experience
Lightbox Consulting   January 2009 - Present
Eric Kjellberg Photography   January 2001 - Present
Airtreks.com   October 2005 - December 2008
Charles Schwab   December 2003 - October 2005
U.S. FOURSIS Systems Sales Inc.   April 2002 - July 2003
San Francisco Film Society  April 1998 - May 2002
Don Stasenka Photography   July 2001 - April 2002
(Self-employed)   August 1997 - July 2001
NL Barnes Construction   October 1996 - October 2000

Skills
Wedding Photography, Event Photography, Wedding Photojournalism, Creative Photography, Food Photography, PPC, Keyword Research, Keyword Analysis, Organic Search, Search Advertising, Google Adwords, Social Media Marketing, Photography, Digital Photography, Social Media, Online Marketing, Wordpress, Lead Generation, Creative Direction, Search Analysis, Marketing, Film, WordPress, Online Advertising, Blogging, Videography, Advertising

Education
San Francisco State University   1995 — 1999
Bachelor of Arts

Oakdale High School

Oakdale High School

madalyn mitchell madalyn mitchell San Francisco Bay Area Details
madalyn mitchell's Charles Schwab Experience July 1978 - April 1995
Job Retired!
Industry Real Estate
Experience
Retired  January 2015 - Present
Alain Pinel Realtors  April 2009 - Present
Pacific Union Real Estate  October 2003 - April 2007
Charles Schwab   July 1978 - April 1995

Skills
Real Estate, Sellers, Relocation, First Time Home Buyers, Selling, Residential Homes, Investors

Education
San Diego State University-California State University   1967 — 1971
Bachelor of Arts, Social Welfare

San Diego

Bryan Chun Bryan Chun San Francisco Bay Area Details
Bryan Chun's Charles Schwab Experience February 2000 - November 2004
Job Sale Manager at BRC Motors
Industry Automotive
Experience
BRC Motors   February 2010 - Present
Kaiser Permanente  April 2005 - February 2009
Charles Schwab   February 2000 - November 2004
Pacific Bell Information Services  February 1993 - February 2000

Education
San Francisco State University   1980 — 1982
BS, Computer Science

Phil McDonel Phil McDonel San Francisco Bay Area Details
Phil McDonel's Charles Schwab Experience 1989 - 1998
Job RETIRED Jan. 1, 2013
Industry Graphic Design
Experience
McDonel Design   April 1998 - Present
McDonel Design   January 1998 - Present
The Van Noy Group   January 2005 - January 2013
Riverdeep/The Learning Company   1998 - 2004
Broderbund/Riverdeep   1998 - 2004
Mindscape  1998 - 2004
The Learning Company  1998 - 2004
Charles Schwab   1989 - 1998

Skills
Graphic Design, Packaging, Adobe Creative Suite, Adobe Acrobat, Creative Direction, Pre-press, Advertising, Illustrator, Art Direction, Typography, Illustration, Brand Development, Graphics, Brochures

Education
San Diego State University-California State University   1967 — 1972
Bachelor of Arts (B.A.), Graphic Communications

Leah Ferrer Leah Ferrer San Francisco Bay Area Details
Leah Ferrer's Charles Schwab Experience April 2008 - April 2009
Job Proofreader
Industry Publishing
Experience
Union Bank  January 2015 - Present
Freelance  July 2012 - Present
BlackRock  February 2010 - June 2012
Freelance  April 2009 - February 2010
Charles Schwab   April 2008 - April 2009
TransPerfect Translations  2003 - 2008
RWS Group  2002 - 2003
TIBCO Software  2001 - 2001
Shop the Planet, Inc.   1999 - 2000

Skills
InDesign, Proofreading, RoboHelp, FileMaker, Adobe Acrobat, Editing, PowerPoint, QuarkXPress, FrameMaker

Education
Webster Institute of Technical Writing   1999 — 2001
Certificate, Technical Writing

San Francisco State University
BA

Ben Mecham Ben Mecham Phoenix, Arizona Area Details
Ben Mecham's Charles Schwab Experience 2000 - 2003
Job Sales Rep. at Chase Bank
Industry Financial Services
Experience
Chase Paymentech  April 2012 - Present
Chase Paymentech  January 2006 - Present
Homeowners Loan Corp  September 2000 - December 2005
Charles Schwab   2000 - 2003

Education
San Diego State University-California State University   1996 — 1999
Batchelors, Finance

Ed Damour Ed Damour Indianapolis, Indiana Area Details
Ed Damour's Charles Schwab Experience May 1994 - August 2002
Job Owner, Bodystrippers
Industry Health, Wellness and Fitness
Experience
Bodystrippers   May 1999 - Present
Indianapolis  January 1992 - Present
Charles Schwab   May 1994 - August 2002
Sunnyvale California   February 1974 - June 1980

Skills
Many years of Marketing..., Public Speaking, Customer Service, Event Planning, Social Media, Team Building, Social Networking, Social Media Marketing, Coaching

Education
Pike High School

San Diego State University-California State University

Michele Bousquet Michele Bousquet San Francisco Bay Area Details
Michele Bousquet's Charles Schwab Experience June 1999 - September 2002
Job Taking a breath, enjoying my family, and excited for the next adventure
Industry Financial Services
Experience
Forward  May 2006 - August 2015
RLS  April 2003 - May 2006
Charles Schwab   June 1999 - September 2002

Skills
Mutual Funds, Management, Financial Services, Leadership, Alternative Investments, Investment Management, Hedge Funds, Human Resources, Editing, Investments, Creative Writing, Asset Management, Recruiting, Inspiring People, Asset Managment

Education
San Diego State University-California State University
Bachelor of Arts (B.A.), English Language and Literature/Letters

Jerome Carolfi Jerome Carolfi San Francisco Bay Area Details
Jerome Carolfi's Charles Schwab Experience May 1999 - December 2001
Job Video Editor | Motion Graphics Designer | Video Post/Production Services
Industry Media Production
Experience
Tri-Valley Community Television  April 2015 - Present
Editing  August 2010 - Present
Schawk, Inc.   September 2005 - August 2010
Consulting Services  January 2002 - September 2005
Charles Schwab   May 1999 - December 2001
SoftAd  August 1997 - March 1999
RMS  February 1997 - August 1997
University of Wisconsin-Madison  1987 - 1990

Skills
Project Management, Project work, Video production, Business Services, Application Support, Video Editing Services, Motion Graphics, Video Editing, Video Production, Project Work, Final Cut Pro, Video, Film, Photography, Multimedia, Editing, Screenwriting, Media Production, Adobe Creative Suite, Avid, Documentaries, Post Production, Premiere, Storytelling, Television

Education
San Francisco Art Institute
MFA, Filmmaking

University of Wisconsin-Madison
BA, Communication Arts

Marianne Cook Marianne Cook San Francisco Bay Area Details
Marianne Cook's Charles Schwab Experience 1999 - 2001
Job Business Banking University Leader, Senior Vice President, Wells Fargo Business Banking
Industry Financial Services
Experience
Wells Fargo Business Banking  November 2013 - Present
Wells Fargo  April 2009 - November 2014
Charles Schwab   1999 - 2001

Skills
Management, Leadership, Banking, Wealth Management, Program Management, Financial Services, Strategy, Risk Management, Learning & Development..., Coaching, Business Strategy, Change Management, Portfolio Management, Investments, Asset Management, Relationship Management, Finance, Vendor Management, Credit, Financial Analysis, Financial Planning, Organizational...

Education
San Francisco State University   2002 — 2003
Master of Arts (M.A.), Education, Instructional Technology

University of California, Berkeley   1986 — 1990
BA, Social Sciences

Janet M. Harvey, ICF-Master Certified Coach Janet M. Harvey, ICF-Master Certified Coach Greater Seattle Area Details
Janet M. Harvey, ICF-Master Certified Coach's Charles Schwab Experience 1983 - 1996
Job CEO inviteCHANGE: Talent Solutions & Coach Certification
Industry Professional Training & Coaching
Experience
InviteChange  2003 - Present
Invite Change   2001 - Present
ICF Foundation   January 2013 - Present
International Coach Federation(ICF)   2009 - Present
inviteCHANGE  2013 - Present
International Coach Federation  January 2009 - December 2012
Puget Sound Coaches Association   2005 - 2008
Clarity International   1996 - 2004
Charles Schwab   1983 - 1996

Skills
Emotional Intelligence, Personal Development, HR Consulting, Appreciative Inquiry, Leadership Development, Executive Coaching, Curriculum Development, Coaching, Business, Organizational..., Change Management, Team Building, Leadership, Training, Strategic Planning, Executive Development, Life Coaching, Employee Training, Organizational..., Small Business, Public Speaking, Entrepreneurship, Program Management, Performance Management, Strategy, Management Consulting, NLP, Workshop Facilitation, Business Coaching, Career Development, Career Counseling, Organizational Design, Talent Management, Employee Engagement, Succession Planning, Staff Development, 360 Feedback, Management Development, Motivational Speaking, MBTI, Culture Change, Conflict Resolution, Career Management, Work Life Balance, Personal Branding, Performance Improvement, Presentation Coaching, Training Delivery, Organizational Learning, Lifestyle Coaching

Education
University of San Francisco   1995 — 1997
MA

San Francisco State University   1980 — 1982
Bachelor of Arts (BA)

David Melamed David Melamed San Francisco Bay Area Details
David Melamed's Charles Schwab Experience May 2012 - Present
Job Senior Information Systems Architect at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   May 2012 - Present
Self  January 1985 - May 2012
State Compensation Insurance Fund  March 2009 - April 2012
Wells Fargo Bank  November 2008 - February 2009
Obama for America  October 2008 - November 2008
First Republic Bank  March 2008 - September 2008
Charles Schwab   February 2006 - 2008
Wells Fargo Bank  January 2005 - December 2005
Charles Schwab   October 1998 - December 2004
Levi Strauss & Co.   1994 - 1998

Skills
Software Development, Microsoft SQL Server, Databases, Unix, Data Modeling, Analysis, SDLC, Systems Analysis, Data Warehousing, Data Analysis, Program Management, Business Analysis, Business Intelligence, SQL, Agile Methodologies, Business Requirements, Project Management, Requirements Analysis, Software Documentation

Education
San Francisco State University   1979 — 1982
Music

The Johns Hopkins University   1969 — 1973
Bachelor of Arts, Social Science

Jim Burke Jim Burke San Francisco Bay Area Details
Jim Burke's Charles Schwab Experience 2000 - 2006
Job Chief Information Officer at Bank of Marin
Industry Information Technology and Services
Experience
Bank of Marin  March 2013 - Present
Visa  March 2010 - March 2013
Gateway Bank  February 2010 - March 2010
Irwin Financial Corporation  2006 - January 2009
Charles Schwab   2000 - 2006
Bank of America  1993 - 2000

Education
University of San Francisco   1972 — 1975
BA, Mathematics

San Francisco State University
BA, Mathematics (minor: Economics)

St Finn Barr

Elizabeth Chiarolla Elizabeth Chiarolla San Francisco Bay Area Details
Elizabeth Chiarolla's Charles Schwab Experience 2001 - 2003
Job Principal at Chiarolla Productions
Industry Events Services
Experience
Chiarolla Productions   February 2015 - Present
Dominican University of California  May 2013 - January 2015
Smart Meetings  2011 - 2012
Charles Schwab   2001 - 2003
Wells Fargo  1999 - 2001
Broderbund Software  1996 - 1998
Macy's Passport   1994 - 1996
Bank of America  1993 - 1996
Charles Schwab   1990 - 1993

Skills
Event Planning, Event Management, Corporate Events, Meeting Planning, Creative Direction, Decor & Design, Graphic Design, Budgets, Marketing, Project Management, Strategy, Leadership, Staff Management, Social Media Marketing, Marketing Communications, Trade Shows, Management, Advertising, Corporate Branding, Creative Skills, Social Networking, Creative Solutions

Education
San Francisco State University
B.A., Fine Arts

California College of Arts & Crafts
Commerical Design

Lycee Royale, Belgium
Associate's degree, French

Rebecca Norton Rebecca Norton San Francisco Bay Area Details
Rebecca Norton's Charles Schwab Experience September 2003 - September 2007
Job Assistant Vice President Project Management Manager
Industry Financial Services
Experience
Wells Fargo Bank  March 2011 - Present
Wells Fargo Bank  March 2011 - Present
Wells Fargo  September 2007 - March 2011
Charles Schwab   September 2003 - September 2007

Skills
Project Management, Banking, Internet Banking, Financial Services, Electronic Payments, Online Marketing, Email Marketing

Education
San Diego State University-California State University   1998 — 2002
BA, Business Management

Michael Bankston Michael Bankston Phoenix, Arizona Area Details
Michael Bankston's Charles Schwab Experience Head CoachCanyon State Rite of PassageJune 2012 - Present
Job at
Industry Financial Services
Experience
Charles Schwab   Head CoachCanyon State Rite of PassageJune 2012 - Present
Future for Kids  February 2009 - Present
Brahma Investments   2004 - 2007

Skills
Public Speaking, Account Management, Advertising, Budgets, Business Planning, Business Strategy, Change Management, Coaching, Community Outreach, Contract Negotiation, Customer Service, Entrepreneurship, Event Management, Event Planning, Facebook, Fundraising, Investments, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, Media Relations, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Non-profits, Nonprofits, Outlook, Photoshop, PowerPoint, Program Development, Program Management, Project Management, Project Planning, Public Relations, Research, Retirement Planning, Sales Management, Social Media, Social Networking, Sports, Strategic Planning, Teaching, Team Leadership, Data Analysis, Marketing Communications, Sales

Education
Sam Houston State University   1988 — 1992
BA, Management

Jonathan Leonard Jonathan Leonard Greater Denver Area Details
Jonathan Leonard's Charles Schwab Experience May 2011 - Present
Job Seasoned marketing and business development executive
Industry Financial Services
Experience
Charles Schwab   May 2011 - Present

Education
San Diego State University-California State University   1987 — 1992
BS, Marketing and Finance

Ciaren Reen, CSM, PMP Ciaren Reen, CSM, PMP San Francisco Bay Area Details
Ciaren Reen, CSM, PMP's Charles Schwab Experience July 2000 - February 2010
Job IT Portfolio Manager, Sr. Program Manager, PMO, OCIO
Industry Information Technology and Services
Experience
Informatica  September 2013 - Present
Cisco Systems  July 2011 - August 2013
Symantec  June 2010 - July 2011
Charles Schwab   July 2000 - February 2010
GTE  1998 - 2000
Pacific Bell  1996 - 1998

Skills
IT Strategy, Project Portfolio..., Program Management, Leadership, Vendor Management, Enterprise Software, Security, Lean Thinking, Agile Project Management, Scrum, Cross-functional Team..., Information Technology, Team Building, ITIL, Infrastructure, Project Management, PMP, Management, MS Project

Education
San Francisco State University
BA

Barbara Daniels, MBA Barbara Daniels, MBA San Francisco Bay Area Details
Barbara Daniels, MBA's Charles Schwab Experience May 2011 - September 2011
Job Senior Project Manager
Industry Financial Services
Experience
Wells Fargo Advisors  June 2014 - Present
Wells Fargo  March 2013 - July 2013
U.S. Green Building Council - Northern California Chapter   January 2012 - November 2012
Charles Schwab   May 2011 - September 2011
First Republic Bank  May 2010 - October 2010
Wells Fargo  2008 - 2009
Charles Schwab   April 2007 - October 2008
Bank of America  September 2005 - March 2006
Charles Schwab   2006 - 2006
Paul Capital Partners  2004 - 2005

Skills
Project Management, Team Management, Process Improvement, Vendor Management, PMO, Management, Integration, Product Management, Software Project..., Project Planning, Leadership, CRM, Business Process, Budgets, Training, Team Building, Enterprise Software, Software Development, Product Development, SDLC, Business Process..., Project Portfolio..., Business Analysis, Cross-functional Team..., Strategy

Education
San Diego State University-California State University
MBA

San Diego State University-California State University
BA

Prasad Ramesh Pai Prasad Ramesh Pai San Francisco Bay Area Details
Prasad Ramesh Pai's Charles Schwab Experience May 2010 - May 2014
Job Senior QA Analyst at Esurance
Industry Information Technology and Services
Experience
Esurance  May 2014 - Present
Charles Schwab   May 2010 - May 2014
Leading Asset Management Client for Wipro Technologies   February 2006 - April 2010
Wipro  October 2005 - February 2006

Skills
SDLC, Requirements Analysis, Test Planning, Manual Testing, Quality Center, Quality Assurance, Agile Methodologies, HP Quality Center, Regression Testing, Test Management, Software Project..., QTP, Testing, Test Strategy, Defect Tracking, ClearQuest, HP QTP, System Testing, Visual Basic, Securities, PL/SQL, Waterfall, Client Expectations..., Vendor Management

Education
San Francisco State University   2015 — 2017
Master of Business Administration (MBA), Executive MBA

Mission College   2013 — 2014
Java Programming, Java, A

University of Mumbai   2001 — 2005
BE, Mechanical

Ardalan Shakeri Ardalan Shakeri San Francisco Bay Area Details
Ardalan Shakeri's Charles Schwab Experience August 2012 - August 2013
Job Bilingual Operations Manager
Industry Marketing and Advertising
Experience
Bay Coffee Service   August 2013 - Present
Poco Dolce   October 2013 - January 2014
Charles Schwab   August 2012 - August 2013

Skills
Leadership, Management, Strategy, Program Management, Inventory Management, Sales Operations, Budgets, Retail, Project Planning, Analysis, Marketing, Coaching, Customer Satisfaction, Training, Sales, Team Building, Customer Service, Market Research, Marketing Strategy, Social Networking, Social Media, Pricing, CRM, Cross-functional Team..., Event Planning, Photoshop, Project Management, Strategic Planning, Account Management

Education
University of Phoenix   2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, 3.75 GPA

San Francisco State University   2003 — 2007
Bachelors of Science, Business Administration/Marketing, 3.0 GPA

Habib Lichaa Habib Lichaa San Francisco Bay Area Details
Habib Lichaa's Charles Schwab Experience December 2013 - Present
Job Software Quality Assurance Specialist at Wells Fargo Contractor
Industry Computer Software
Experience
Wells Fargo  July 2015 - Present
Charles Schwab   December 2013 - Present
San Francisco Professional Career Network Meet Up   October 2012 - December 2013
Williams-Sonoma, Inc.   August 2011 - September 2012
Charles Schwab   May 2010 - May 2011
Williams-Sonoma, Inc.   December 2009 - February 2010
Charles Schwab   July 2009 - December 2009
Barclays Global Investors  December 2007 - August 2008
Charles Schwab   March 2007 - November 2007
Schwab  July 2006 - January 2007

Skills
SDLC, Quality Assurance, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Testing, Requirements Analysis, Waterfall, Business Analysis, SQL, Test Cases, Unix, Test Management, Regression Testing, Process Improvement, ClearQuest, Integration, Vendor Management, SharePoint, System Testing, Business Requirements, Manual Testing, Integration Testing, Defect Tracking, Databases, Test Strategy, Bugzilla, Usability Testing, Black Box Testing, Testing Tools, JIRA, Software Documentation, SOA, Test Execution, Business Intelligence, Business Process, Enterprise Software, HP Quality Center

Education
SFSU   2012 — 2012
Certificate in Human Resource Management, Field of study

San Francisco State University   2009 — 2010
Certificate in Biotechnology, Biotechnology

San Francisco State University
BA, Industrial Orginzational Psychology

Greg Benzon Greg Benzon Knoxville, Tennessee Area Details
Greg Benzon's Charles Schwab Experience 1998 - 2002
Job Business Initiatives Consultant
Industry Financial Services
Experience
Wells Fargo  2011 - Present
Wells Fargo  May 2003 - December 2011
Charles Schwab   1998 - 2002
Quantum  1997 - 1999
Pillsbury Winthrop Shaw Pittman LLP  1993 - 1997

Skills
Talent Management, Performance Management, Employee Relations, Succession Planning, Human Resources, Training, Leadership, Change Management, Strategy, Management, Coaching, Organizational..., Personnel Management, Organizational..., Career Development, Payroll, Organizational Design, HR Consulting, Onboarding, Employee Engagement, Team Building, Talent Acquisition, HR Policies, Leadership Development, Program Management

Education
San Diego State University-California State University
B.A., Psychology

Sevia Hui Sevia Hui Greater New York City Area Details
Sevia Hui's Charles Schwab Experience 2006 - 2006
Job Sr. Integrated Producer (Broadcast/Digital/Experiential)
Industry Marketing and Advertising
Experience
VML  August 2013 - August 2014
White & Case  March 2013 - August 2013
SS+K  February 2012 - December 2012
Time Warner Cable  October 2010 - March 2012
TribalDDB  2009 - April 2011
JWT New York  2009 - 2009
DraftFCB  January 2008 - October 2008
Grey San Francisco  2007 - 2008
TBWA Chiat Day  2006 - 2007
Charles Schwab   2006 - 2006

Skills
Integrated Marketing, Advertising, User Experience, Creative Strategy, Project Management, Telecommunications, Interactive Marketing, Marketing Communications, Food & Beverage, Interactive Advertising, Digital Strategy, Copywriting, Leadership, Management, Strategic Planning, Business Development, Social Media Marketing, Social Promotion, Marketing, Strategy

Education
San Francisco State University   1990 — 1995
BA, Psychology

San Francisco State University
Bachelor's degree, Psychology/Gerontology

Sheila Dizon Sheila Dizon San Francisco Bay Area Details
Sheila Dizon's Charles Schwab Experience November 2002 - September 2004
Job Founder & Executive Planner at Event Solutions
Industry Events Services
Experience
Event Solutions San Francisco   October 2000 - Present
SharesPost  March 2014 - August 2015
SharesPost  February 2012 - August 2015
Susquehanna International Group, LLP (SIG)   September 2004 - February 2012
Charles Schwab   November 2002 - September 2004
Global Experience Specialists (GES)   February 2000 - October 2000
Personic Software  April 1997 - October 1999

Skills
Event Planning, Event Management, Wedding Planning, Conference Coordination, Executive..., Financial Transactions, Series 7, Series 63, Marketing Communications, Salesforce.com, Sales Management, Secondary Market, Broker-Dealer, Coordination, Microsoft Office, Microsoft Excel, PowerPoint, Windows Vista, Mac OS X, Marketing, Administrative..., Office Management, Finance, Private Events, Windows, Sales, Account Management, Direct Sales, Sales Operations, Sales Process, Trade Shows, Meeting Planning, Launch Events, Start-ups, Due Diligence, Investment Banking, Roadshows, Pre-IPO, CRM, Strategy, New Business Development, Corporate Events, Investments, Human Resources, Recruiting, Advertising, Private Equity, Financial Services, Equity Research, Venture Capital

Education
San Francisco State University   1997 — 1999
Bachelor of Science, Business Administration in Marketing

John Eckstrom John Eckstrom San Francisco Bay Area Details
John Eckstrom's Charles Schwab Experience January 1996 - January 1997
Job Eckstrom Strategies
Industry Management Consulting
Experience
Netswitch Technology Management, Inc.   June 2015 - Present
Eckstrom Strategies   February 2011 - Present
Topaz Shared Services  January 2013 - December 2013
TriZetto Corporation  January 2013 - December 2013
Haight Ashbury Free Clinics, Inc.   April 2005 - January 2011
DHL  May 2003 - November 2004
Silver Oak Venture Partners   February 2002 - May 2003
KindMark   March 2000 - October 2001
Anytime Access  June 1997 - February 2000
Charles Schwab   January 1996 - January 1997

Skills
Team Building, Leadership Development, Organizational..., Strategic Planning, Executive Coaching, Management Consulting, Process Improvement, Change Management, Coaching, Project Management, Public Speaking, Executive Management, Vendor Management, Non-profits, Leadership, Consulting, Fundraising, Business Strategy, Management, Operations Management, Nonprofits, Strategy, New Business Development, Healthcare, Start-ups, Program Management, Enterprise Software, IT Strategy, Business Process, Analysis, Business Planning, Cross-functional Team..., Integration, Business Analysis, Governance, Information Technology, Strategic Partnerships, Business Development, Entrepreneurship, Budgets, Business Process..., Training, Outsourcing, Product Management, Business Intelligence, Software Development, SDLC, SaaS, E-commerce, Cloud Computing

Education
San Francisco State University   1968 — 1976
Bachelor of Arts (B.A.), Psychology, Cum Laude

Daniel Barker Daniel Barker Palos Verdes Peninsula, California Details
Daniel Barker's Charles Schwab Experience 1991 - 1992
Job Regional Director at Willis Consulting, Inc.
Industry Financial Services
Experience
Blaylock Beal Van, LLC  October 2013 - June 2015
Amernet   August 2011 - October 2013
WorldWide Speakers Group  March 2011 - August 2011
Caldwell, Flores Winters, Inc   January 2007 - January 2009
M.L Stern & Company   April 2003 - December 2006
Western Municipal Securities   January 2000 - January 2003
UBS PaineWebber, Inc  January 1998 - January 2000
Stone & Youngberg LLC   January 1993 - January 1998
Charles Schwab   1991 - 1992
Nuveen Investments  1988 - 1990

Skills
Business Development, Leadership, Sales, Management, Strategic Partnerships, Start-ups, CRM, Strategy, New Business Development, Financial Services, Finance, Banking, Lead Generation, Strategic Planning, Financial Analysis, Enterprise Software, Solution Selling, Series 7, Fixed Income, Securities, trading, municipal bonds, Municipal Bonds, Municipalities, Trading

Education
San Diego State University-California State University   1981 — 1986
Bachelor of Arts, Environmental and Resource Geography

Miramonte High School

tassajara

Vincent J. Crivello Vincent J. Crivello San Francisco Bay Area Details
Vincent J. Crivello's Charles Schwab Experience April 1999 - November 2004
Job Vice President, Loring Ward
Industry Financial Services
Experience
San Francisco Financial Planning Association (FPA)   April 2010 - Present
Loring Ward  March 2009 - Present
Enzo Asset Management   August 2003 - Present
Marin County Estate Planning Council   January 2010 - January 2014
Larkspur Financial Advisors  April 2006 - January 2009
Northstar  November 2004 - December 2005
Charles Schwab   April 1999 - November 2004
CKS Group  April 1996 - April 1999
CKS Group  April 1996 - April 1997
m3i Works   November 1992 - April 1996

Skills
Wealth Management, Wealth, Strategy, Strategic Financial..., Retirement Planning, Practice Management, Portfolio Management, Mergers, Management, Investments, High Net Worth..., Financial Advisory, Investment Strategies, Estate Planning, Asset Allocation, Entrepreneurship

Education
San Diego State University   1987 — 1990
BA

Gregory Matthews Gregory Matthews Washington D.C. Metro Area Details
Gregory Matthews's Charles Schwab Experience January 2012 - Present
Job VP Branch Complex Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2012 - Present
Charles Schwab   2002 - Present
Charles Schwab   2000 - 2002
Charles Schwab   1995 - 1999
Ameriprise Financial Services, Inc.   1993 - 1995

Skills
Team Management, Sales Management, Change Management, Series 7, series 8, Investments, Wealth Management, Series 63, Mutual Funds, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Fixed Income, Financial Services, FINRA, Strategic Financial...

Education
San Diego State University-California State University   2007 — 2010
MBA, Business Administration and Management, General

University of Maryland College Park   1988 — 1992
BS, Finance

David Melendrez David Melendrez San Francisco, California Details
David Melendrez's Charles Schwab Experience 2002 - 2009
Job Manager, Event Marketing & Lead Generation at Nielsen
Industry Marketing and Advertising
Experience
Nielsen  April 2013 - Present
Salesforce.com  July 2012 - October 2012
NASDAQ OMX  2010 - 2012
Charles Schwab   2002 - 2009
Providian Financial  1999 - 2002

Skills
Microsoft Office, Access, Visio, MS Project, Corporate Events, Event Management, Trade Shows, Sponsorship Programs, Spanish, Sponsorship, Management, New Business Development, Meeting Planning, Customer Service, Project Management, Team Building, Strategic Planning, Event Planning, Salesforce.com, Sales, Budgets, Project Planning, Public Speaking, Program Management, Marketing

Education
San Francisco State University

Merced College

Molly (Meherin) Foley Molly (Meherin) Foley Novato, California Details
Molly (Meherin) Foley's Charles Schwab Experience August 1996 - November 2003
Job Community and Public Relations Associate, Bank of Marin
Industry Banking
Experience
Bank of Marin  November 2013 - Present
Marin Conservation League   February 2012 - November 2013
Foundation for Integrative Oncology   September 2008 - March 2012
Charles Schwab   August 1996 - November 2003
Bank of America  February 1993 - February 1996
Sematool Mold & Die Company   June 1991 - January 1993
Great America  March 1989 - June 1991

Skills
Event Planning, Special Events, Organizing, Financial Reporting, Microsoft Office, Excel, Access, PowerPoint, Word, Non-profits, Fundraising, Accounting, Administrative..., Auditing, Office Management, Microsoft Excel, QuickBooks, Nonprofits, Event Management, Leadership, Microsoft Word, Donor Perfect, Administration, Management, Payroll, Budgets, Finance, Customer Service

Education
San Francisco State University   1996 — 1996
Certificate, Event Planning

Santa Clara University   1991 — 1992
B.S., Economics

University of California, Davis   1988 — 1990
Economics

John Xuereb John Xuereb San Francisco, California Details
John Xuereb's Charles Schwab Experience August 1999 - Present
Job Senior Operations Specialist Cost Basis Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 1999 - Present

Skills
Securities, Mutual Funds, Financial Services, Bloomberg, Options, Bonds, Retirement Planning, 401k, Asset Allocation, Cost Basis Reporting, Holds Series 63, Holds Series 9/10, Holds Series 7, Back Office Operations, Series 7, Process Improvement, Investments, Equities, Back Office, Risk Management

Education
San Diego State University-California State University   1980 — 1982
Bachelor's degree, Finance, General

Jeri Lynn Jeri Lynn Crockett, Texas Details
Jeri Lynn's Charles Schwab Experience September 2006 - December 2007
Job Operator at Whitaker Farm
Industry Ranching
Experience
Whitaker Farm   August 2010 - Present
Fidelity Investments  November 2008 - January 2011
Charles Schwab   September 2006 - December 2007
Fidelity Investments  November 2005 - September 2006
American Airlines  May 1996 - August 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, AutoCAD, Social Media, Research, Customer Service, Teamwork, Event Planning, Time Management, Project Management, Analytical Skills, Technical Presentations, Mental Health Counseling

Education
Sam Houston State University   2012 — 2016
Master of Arts (MA), Clinical Mental Health Counseling

The University of Texas at Arlington   1995 — 2002
Bachelor of Science (BS), Architecture

Pam Carey Pam Carey San Francisco Bay Area Details
Pam Carey's Charles Schwab Experience January 2006 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Insurance Services  December 2012 - Present
Wells Fargo Insurance Services  December 2012 - Present
Randstad  May 2011 - December 2011
Bank of the West  March 2010 - April 2011
Charles Schwab   January 2006 - March 2009
All Star Consulting  March 2003 - March 2005
Charles Schwab   April 2000 - February 2003

Skills
Customer Service, Customer Relations, Vendor Management, RUP, Mentoring, Conflict Resolution, Team Building, Call Center, Compliance, Risk Management, Budgeting, Strategic Planning, Program Management, Problem Solving, Process Improvement, Customer Satisfaction, Team Leadership, Planning, Internal Controls, Change Management, Excel, Business Planning, Microsoft Office, Operations Management, Business Strategy, SOX, Hiring, Auditing, Audit, Contract Negotiation, Team Management, PMI, Cross-functional Team..., Financial Analysis, Teamwork, Negotiation, operational risk..., Training, Call Centers, Insurance, Coaching, Microsoft Excel, Budgets, Project Planning, Sarbanes-Oxley Act, Management, Business Analysis, Project Management, Financial Services, CRM

Education
San Francisco State University
BA, Economics

Racquel Kolsrud, CFP®, CDFA™ Racquel Kolsrud, CFP®, CDFA™ Greater San Diego Area Details
Racquel Kolsrud, CFP®, CDFA™'s Charles Schwab Experience January 2000 - June 2009
Job Managing Member at Vigilare Wealth Managment, LLC
Industry Financial Services
Experience
Vigilare Wealth Managment, LLC   June 2011 - Present
Dowling & Yahnke   July 2009 - June 2011
Charles Schwab   January 2000 - June 2009

Skills
Strategic Financial...

Education
San Diego State University-California State University   2006 — 2007
Certified Financial Planner Program

University of Phoenix   1997 — 1999
B.S., Business Administration

Irfan Mirdad Irfan Mirdad San Francisco, California Details
Irfan Mirdad's Charles Schwab Experience 1997 - 1999
Job Sales & Account Manager
Industry Online Media
Experience
Zillow, Inc.   December 2012 - Present
HotPads.com (acquired by Zillow, Inc.)   April 2012 - December 2012
ExpertHub.com (acquired by Internet Brands)   2009 - 2011
LoopNet.com (acquired by CoStar Group)   2003 - 2007
Wells Fargo Funds Managment (now Wells Fargo Advantage Funds)   2000 - 2003
OffRoad Capital (acquired by NYPPEX Private Markets)   1999 - 2000
Charles Schwab   1997 - 1999
Dean Witter Reynolds (now Morgan Stanley Wealth Management)   1995 - 1997

Skills
Account Management, Channel Expansion, Channel Management, Channel Optimization, Client Acquisition, Client Development, Client Education, Client Relationship..., Cold Calling, Competitive Analysis, Consultative Selling, Customer Acquisition, Customer Development, Customer Presentations, Customer Retention, E-commerce, Early Stage Companies, Generating Revenue, Growing Revenue, Growing Sales, High Growth Companies, Lead Generation, New Business Development, Online Marketing, Online Sales, Salesforce.com, Sales Management, Sales Operations, Sales Pipeline..., Sales Presentations, Sales Skills Training, Sales Trainings, Start-ups, Strategic Planning, Team Building, Team Leadership, Team Management, Territory Analysis, Selling, Marketing, Marketing Strategy, Leadership

Education
San Francisco State University
Bachelor of Arts (BA), Philosophy

The Urban School of San Francisco

Daniel May Daniel May Sunnyvale, California Details
Daniel May's Charles Schwab Experience 1997 - July 2015
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   1997 - July 2015
Charles Schwab   1992 - 1997

Skills
Investment Strategies, Alternative Investments, Uniform Combined State..., Series 24, FINRA, Financial Advisory, 401k, Investment Management, ETFs, Wealth Management..., Series 7, Series 65, IRAs, Estate Planning, Options, High Net Worth..., Fixed Income, Trading, Fixed Annuities, Capital Markets

Education
San Diego State University-California State University
Bachelor of Science (B.S.), Finance, General

Cara Brown Cara Brown San Francisco Bay Area Details
Cara Brown's Charles Schwab Experience July 2001 - December 2003
Job ArtistTeacher at Life in Full Color
Industry Arts and Crafts
Experience
Life in Full Color   February 2007 - Present
Niz Realty   May 2012 - May 2013
Light Rain Imaging   August 2007 - May 2012
Life in Full Color   February 2007 - March 2007
Niz Brown Realtors   January 2004 - February 2007
Delicious Journey   2006 - 2006
Charles Schwab   July 2001 - December 2003
Sageware   May 2000 - July 2001
Autonomy  May 1999 - May 2000
Lexiquest  May 1996 - April 1999

Skills
Taxonomy creation, Constant Contact, Watercolor painting, Life coaching, Catering, French, Photoshop, Photoshop Elements, Art Reproduction, Color Correction, Color for interior..., Quickbooks, Watercolor workshop..., Pet portraits, Color theory, Cooking, Pet Portraits, Personal Development, Color Theory, Watercolor, Marketing, Painting, Life Coaching, QuickBooks, Public Speaking, Training, Fundraising, Art, Digital Photography, Photography, Fine Art

Education
San Diego State University-California State University   1980 — 1984
BS, Computer Science

Robert Niehuser Robert Niehuser San Francisco Bay Area Details
Robert Niehuser's Charles Schwab Experience 1998 - 2002
Job Network Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank  2005 - 2011
Judicial Council of California  May 2002 - December 2004
Charles Schwab   1998 - 2002
Charles Schwab   1995 - 1998
Charles Schwab   1991 - 1995
Charles Schwab   1989 - 1991

Skills
Change Impact Analysis, Vendor Management, Vendor Relationships, Security, Risk Assessment, SDLC, Data Center

Education
San Francisco State University   1978 — 1982

Crestmoor High School

Joshua A. Robles Medrano Joshua A. Robles Medrano Austin, Texas Details
Joshua A. Robles Medrano's Charles Schwab Experience January 2015 - Present
Job Trading & Investing
Industry Financial Services
Experience
Charles Schwab   January 2015 - Present
American Cancer Society  May 2013 - January 2015
Spiraledge, Inc  June 2011 - February 2013
San Francisco State University  September 2006 - December 2007
Philips Healthcare  May 2005 - July 2006
Stentor / Philips Healthcare   April 2004 - April 2005

Skills
Public Speaking, Merchandising, Social Networking, Customer Service, Event Planning, Microsoft Office, Patient Counseling, Call Centers, Purchasing, HIV prevention

Education
San Jose State University   2008 — 2012
Bachelor's Degree, Psychology

San Francisco State University   2006 — 2007

Fashion Institute of Design & Merchandising   2002 — 2003
lnterior Design

Randy Briggs Randy Briggs San Francisco Bay Area Details
Randy Briggs's Charles Schwab Experience February 2011 - Present
Job Senior Product Manager
Industry Financial Services
Experience
Charles Schwab   February 2011 - Present
Charles Schwab   2010 - 2011
Wells Fargo Investments  2004 - 2009
Siebel Systems, Inc.   June 2003 - March 2004
Siebel Systems, Inc.   May 2000 - May 2003
Franklin Templeton Private Client Group   May 1996 - May 2000
Franklin Templeton Private Client Group   May 1991 - May 1996

Skills
Strategy, CRM, Program Management

Education
San Francisco State University
BS

Sukey Robb-Wilder, PMP Sukey Robb-Wilder, PMP San Francisco Bay Area Details
Sukey Robb-Wilder, PMP's Charles Schwab Experience September 2000 - September 2009
Job Programs Manager at Stewards of the Coast and Redwoods
Industry Information Technology and Services
Experience
Stewards of the Coast and Redwoods  November 2011 - Present
Systems Analysis and Design Group   May 2010 - July 2011
Charles Schwab   September 2000 - September 2009
Bank of America  February 1988 - September 2000

Skills
PMP, Program Management, Resource Management, Project Management, Business Analysis, MS Project, Risk Management, PMO, Project Delivery, Data Center, Process Improvement, SaaS, Management

Education
San Francisco State University
MA, Speech Communication, Linguistics

University of California, Berkeley
BA, Comparative Literature

Angela Sicord Angela Sicord San Francisco Bay Area Details
Angela Sicord's Charles Schwab Experience November 2012 - April 2014
Job Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Charles Schwab   November 2012 - April 2014
SEC Ventures   December 2010 - September 2012
Wells Fargo  June 2009 - December 2010
Charles Schwab   August 2008 - January 2009
SEC Ventures   May 2006 - May 2008
Charles Schwab & Co., Inc/Schwab Institutional   March 2004 - December 2005
Charles Schwab & Co. Inc./Product Development   January 1998 - January 2002
Charles Schwab & Co., Inc./Product Development   January 1997 - January 1998

Skills
Agile Methodologies, SDLC, Software Development, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Business Requirements, Requirements Gathering, PMO, Project Management, Product Management, Waterfall

Education
San Diego State University
Bachelor of Science - Business

James Staudte James Staudte San Francisco Bay Area Details
James Staudte's Charles Schwab Experience September 2012 - Present
Job Information Technology Manager & Senior Business Analyst
Industry Information Technology and Services
Experience
Charles Schwab   September 2012 - Present

Skills
Business Analysis, Project Management, Requirements Gathering, Oracle, Vendor Management, Visio, PL/SQL, Web Design, Graphic Design, Illustration, Information Technology, Management, Technology Integration, Contract Negotiation, User Interface Design, Photoshop, Illustrator, Business Objects, Visual Studio, Microsoft SQL Server, MySQL, Linux, Windows Server, Mac OS X Server, Apache, IIS, HTML, ASP, JavaScript, Xcode, Objective-C

Education
San Francisco State University   2003 — 2005
Multimedia Studies Program Certificate, Web Development, Digital Graphics Production

University of Miami   1991 — 1995
Bachelors, Music Engineering

David Dull David Dull San Francisco Bay Area Details
David Dull's Charles Schwab Experience May 2006 - May 2008
Job Lab Engineer at Riverbed Technology
Industry Computer Networking
Experience
Riverbed Technology  September 2010 - Present
Wells Fargo  July 2009 - September 2010
GroundWork Open Source  September 2008 - October 2008
Charles Schwab   May 2006 - May 2008
Optimystics, Inc.   January 2006 - June 2006
Visa USA  June 2003 - December 2005
San Francisco State University  October 2001 - August 2003
Bank of America  September 2002 - June 2003
San Francisco State University  May 2001 - September 2002
University of San Francisco  July 2002 - August 2002

Skills
Unix, Linux, Perl, Solaris, Virtualization, Python, Apache, Integration, SQL, Software Development, Oracle, Shell Scripting, Databases, Operating Systems, Servers, Cloud Computing, System Administration, Enterprise Software, TCP/IP, Troubleshooting, Networking, Visio, Cluster, Data Center, VMware, Technical Support, Disaster Recovery, Network Security, Security, Performance Tuning, SAN, Storage, High Availability, Red Hat Linux, DNS, Storage Area Networks, Cisco Technologies, System Architecture, VMware ESX, Firewalls, Network Administration, Hardware, Load Balancing, Enterprise Architecture

Education
University of San Francisco   1986 — 1988
MBA

San Francisco State University   1979 — 1984
B.S.

Sam Head Sam Head San Francisco Bay Area Details
Sam Head's Charles Schwab Experience February 1992 - July 1997
Job Innovation Management Consultant
Industry Financial Services
Experience
Mindjet  August 2011 - Present
Wells Fargo Bank  October 2006 - July 2011
Williams-Sonoma, Inc.   February 2004 - June 2006
Discovery Toys  March 2003 - December 2003
Visa  September 2002 - October 2002
Groundswell  January 2000 - November 2001
SAP  June 1998 - December 1999
Integrated Project Systems   May 1997 - August 1997
Charles Schwab   February 1992 - July 1997
Merrill Lynch  February 1989 - September 1991

Skills
Cross-functional Team..., Financial Analysis, Marketing, Strategic Planning, Analytics, Strategy, Marketing Strategy, Business Analysis, Program Management, Project Management, Product Management, Business Strategy, Leadership, SaaS, Business Development, Enterprise Software, CRM, Change Management, Team Building, Manage Client..., Training, Teaching, Workshop Facilitation, Facilitations, Executive Facilitation, Sales, Consulting, Facilitators, Analysis, Start-ups, Project Planning, Executive Management, Finance, Strategic Partnerships

Education
The University of Texas at Austin - Red McCombs School of Business   1996 — 1998
Master of Business Administration, Marketing, Finance

San Diego State University-California State University   1982 — 1988
BS, Business - Financial Services

Greg Morantz Greg Morantz San Francisco, California Details
Greg Morantz's Charles Schwab Experience October 2006 - May 2011
Job
Industry Information Technology and Services
Experience
Spring Studio  October 2014 - Present
Spring Studio  May 2011 - October 2014
Charles Schwab   October 2006 - May 2011
Spring Studio  October 2006 - May 2011
Euro RSCG  2008 - 2008
Kadium  October 2004 - October 2006
Kadium  October 2004 - October 2006
Electric Pig   2004 - 2005
Kaplan Tech West   June 2001 - December 2003
B2SB (formerly Smartage)   August 2000 - May 2001

Skills
Information Architecture, HTML 5, PHP, User Experience, User Interface Design, User Experience Design, Digital Strategy, Design Strategy, Mobile Applications, Usability Testing, Wire Framing, User Research, Wireframes, User Interface, User-centered Design, Web Design, Interaction Design, E-commerce, Web Applications, Front-end, Heuristic Evaluation, OmniGraffle, Usability, Persona, Experience Design, User Scenarios, Mobile Design

Education
San Francisco State University   1993 — 1998
BA

Curtis Yee Curtis Yee San Francisco Bay Area Details
Curtis Yee's Charles Schwab Experience 1997 - 1998
Job Senior Business Leader, Global Risk and Authentication Products at Visa
Industry Financial Services
Experience
Visa  April 2012 - Present
Dealix, an ADP Company   2011 - 2012
Verifi  2007 - 2010
Visa USA  1998 - 2007
Charles Schwab   1997 - 1998
HSBC, formerly Household Credit Services   1994 - 1997

Skills
Credit Cards, Electronic Payments, Payment Card Processing, Debit Cards, E-payments, Payment Systems, Mobile Payments, Payments, E-commerce, Merchant Services, Product Management, Analytics, Payment Gateways, Product Development, Transaction Processing

Education
San Diego State University-California State University
Finance

Jeff Carlin Jeff Carlin San Francisco Bay Area Details
Jeff Carlin's Charles Schwab Experience December 2002 - January 2009
Job Managing Director, National Sales Manager at Nuveen Investments
Industry Financial Services
Experience
Olympic Club Foundation   January 2011 - Present
Nuveen Investments  July 2010 - Present
Investment Management Consultants Association  January 2008 - January 2012
IndexIQ  January 2009 - July 2010
Charles Schwab   December 2002 - January 2009
Schwab Institutional  December 2002 - January 2009
Smith Barney  September 1995 - December 2002
State Street Bank and Trust  February 1993 - September 1995

Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24

Education
San Diego State University-California State University   1987 — 1992
BS, Finance, emphasis in Real Estate

Rocky Nator Rocky Nator San Francisco Bay Area Details
Rocky Nator's Charles Schwab Experience August 1997 - January 2002
Job Director Software Development, ESS Global
Industry Information Technology and Services
Experience
ESS Global   February 2002 - Present
Charles Schwab   August 1997 - January 2002
Computing Devices  January 1996 - October 1997
Barclays Global Investors  January 1996 - August 1997
Wells Fargo Bank  January 1994 - December 1996
PRC Aviation   September 1989 - December 1995
District Attorney's Office - San Mateo County   January 1990 - January 1994

Education
University of California, Santa Cruz   1991 — 1993
Certificate, Unix System Management and Administration

San Francisco State University   1984 — 1986
BS, Computer Science

US Air Force Officer Training   1983 — 1986
2nd Lieutenant, Commissioned US Air Force Officer

San Diego State University-California State University

Jean Ancheta Jean Ancheta San Francisco, California Details
Jean Ancheta's Charles Schwab Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   July 2013 - March 2015
Charles Schwab   November 2012 - July 2013
Union Bank  December 2009 - November 2012
Union Bank of California  April 2007 - December 2009
American Red Cross  September 2006 - December 2006
Old Navy  November 2000 - May 2002

Skills
Onboarding, Taleo, Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Management, Executive Search, Interviews, Training, Process Improvement, Temporary Placement, Analysis, Hiring

Education
San Diego State University-California State University   2005 — 2006
BS, Business Management

Sharon Broussard Sharon Broussard Annapolis, Maryland Details
Sharon Broussard's Charles Schwab Experience April 2007 - November 2011
Job Experienced Internal Communications Professional
Industry Public Relations and Communications
Experience
Independent Professional  2013 - Present
Charles Schwab   April 2007 - November 2011
Children's Healthcare of Atlanta  2005 - 2007
Cobb County Government  1998 - 2004

Education
San Diego State University-California State University   1991 — 1994
Bachelor of Arts (B.A.), Journalism

Peggy Chastain Peggy Chastain Greater Boston Area Details
Peggy Chastain's Charles Schwab Experience 1996 - 2003
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investment  July 2004 - Present
Washington Mutual  2003 - 2004
Charles Schwab   1996 - 2003
Charles Schwab   1996 - 2003

Education
Samford University
MBA

University of Alabama at Birmingham
BS, Finance, History, English

Eric Gauvin Eric Gauvin Hartford, Connecticut Area Details
Eric Gauvin's Charles Schwab Experience June 2000 - May 2005
Job UX Designer/Architect at Travelers
Industry Insurance
Experience
Travelers  April 2015 - Present
The Hartford  April 2008 - Present
Health Net  August 2005 - February 2008
Charles Schwab   June 2000 - May 2005

Skills
Brand Management, User Research, CSS, User Interface, User Experience, Web Applications, User Interface Design, JavaScript, Web Design, Usability, Information Architecture, Usability Testing, HTML, Interaction Design, User Experience Design, Wireframes

Education
San Francisco State University   1992 — 1995
Master of Arts (MA), English, with a Concentration in Teaching English as a Second or Foreign Language

San Francisco State University   1984 — 1988
Bachelor of Arts (BA), Film

Ryan Woodbury Ryan Woodbury Greater Los Angeles Area Details
Ryan Woodbury's Charles Schwab Experience May 1992 - August 1998
Job Owner, Woodbury Consulting
Industry Accounting
Experience
Woodbury Consulting   February 2005 - Present
H & R Block  2008 - 2009
Deloitte  May 2003 - August 2005
Ernst & Young  September 2000 - October 2002
Charles Schwab   May 1992 - August 1998

Skills
Analysis, Consulting, Tax, Microsoft Office, Management

Education
University of Southern California - Marshall School of Business   2002 — 2006
MBT, Taxation

San Diego State University-California State University   1986 — 1991
BA, Econimics

Matt McCain Matt McCain Greater Denver Area Details
Matt McCain's Charles Schwab Experience July 2011 - June 2012
Job VP Capital Markets / Municipal Bond Trader at Investment Professionals, Inc.
Industry Financial Services
Experience
Investment Professionals, Inc.   June 2012 - Present
Charles Schwab   July 2011 - June 2012
Janco Partners  October 2010 - March 2011
Wall Street Associates   February 2006 - June 2010
Caris & Company  May 2004 - January 2006
Wall Street Associates   May 2003 - October 2003

Skills
Equities, Trading, Hedge Funds, Derivatives, Series 7, Bloomberg, Fixed Income, Municipal Bonds, Options, Compliance, Financial Analysis, Portfolio Management, Valuation, Financial Modeling, Excel, Customer Relations, Research, Risk Management, Microsoft Office, Series 63, Investments, Analysis, Asset Management, Customer Service, Hedging, Securities, Bonds, Alternative Investments

Education
San Diego State University-California State University   2007 — 2009
MBA, Finance

University of Colorado Boulder   1999 — 2003
BS, Finance

Peter Wagener Peter Wagener San Francisco Bay Area Details
Peter Wagener's Charles Schwab Experience August 2005 - August 2012
Job Experienced Commercial Banker
Industry Financial Services
Experience
Merrill Lynch  October 2012 - Present
Charles Schwab   August 2005 - August 2012
Merrill Lynch  2002 - 2005
Mechanics Bank  1997 - 2002

Skills
Loans, Mortgage Lending, Credit, Banking, Credit Risk, Commercial Banking, Commercial Lending, Investments, Credit Analysis, Asset Managment, Asset Based Lending, Underwriting, Loan Origination, Portfolio Management, Risk Management, Financial Analysis, Commercial Mortgages, Mortgage Banking, Small Business Lending, Wealth Management, Private Equity, Series 7, Corporate Finance

Education
San Diego State University-California State University   1988 — 1993
BA, Economics

Steve Ahlstrom Steve Ahlstrom Greater Denver Area Details
Steve Ahlstrom's Charles Schwab Experience March 2008 - November 2008
Job Java Developer at Six Actual
Industry Information Technology and Services
Experience
Six Actual   May 2015 - Present
KillerIT   July 2013 - April 2015
ePlan Services, Inc.   October 2012 - July 2013
Elavon, Inc.   April 2012 - October 2012
Canoe Ventures  October 2011 - April 2012
Elavon  November 2009 - October 2011
Etilize  December 2008 - December 2009
Charles Schwab   March 2008 - November 2008
Aurora Loan Services/Lehman Brothers   2007 - March 2008
InfoFUSION   October 2004 - June 2007

Skills
Hibernate, Java Enterprise Edition, Agile Methodologies, Spring, Java, GWT, JUnit, SOA, XML, SOAP, REST, Software Development, Tomcat, Groovy, Web Services, AJAX, Eclipse, Websphere, Oracle, UML, CVS, EJB, JBoss Application Server, Weblogic, JMS, JPA, Subversion, Maven, Scrum, Continuous Integration, MySQL, JIRA, Perl, Git, Databases, Software Engineering, XSLT, Grails, Web Development, JDBC, Testing, Web Applications, Spring Framework, WebLogic, WebSphere

Education
College of the Sequoias   1969 — 1971
AA, Music

Canadian Academy   1966 — 1967

San Diego State University-California State University
Telecom and Film

Monique Renee San Miguel Monique Renee San Miguel San Francisco, California Details
Monique Renee San Miguel's Charles Schwab Experience August 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab   August 2015 - Present
Habitat for Humanity Greater San Francisco  August 2011 - July 2015
Consumer Credit Counseling Service of San Francisco  July 2008 - August 2011
Trulia  January 2006 - August 2006

Skills
Fundraising, Non-profits, Public Speaking, Grant Writing, Event Planning, Community Outreach, Customer Service, Volunteer Management, Research, Microsoft Office, Event Management, Microsoft Excel, Program Development, PowerPoint, Social Networking, Social Media, Loans, Outlook, Microsoft Word, Spanish, Editing, Nonprofits, Management, Program Management, Policy, Budgets, Grants

Education
San Francisco State University   2014 — 2015
Executive Certificate in Financial Planning (CFP), Financial Planning and Services

San Francisco State University   2005 — 2008
Bachelor of Arts, Economics/Spanish

Universidad de Granada   2006 — 2007
Study Abroad

San Diego State University-California State University

Tarik Getachew Tarik Getachew San Francisco Bay Area Details
Tarik Getachew's Charles Schwab Experience January 2000 - January 2003
Job Sr Site Training Specialist III at Abbott Diagnostics
Industry Medical Devices
Experience
Abbott Diagnostics  January 2013 - Present
Abbott Diagnostics  October 2008 - January 2013
Genentech  2003 - 2008
Charles Schwab   January 2000 - January 2003

Skills
Training, Process Improvement, Team Leadership, Biotechnology, FDA, Sop, Cross-functional Team..., Quality System, GMP, Change Management, Design Control, Project Management, Continuous Improvement, CAPA, Medical Devices, Quality Assurance

Education
San Francisco State University   1998 — 2000
BS, Marketing

Blake Lazear CFP® Blake Lazear CFP® Greater Denver Area Details
Blake Lazear CFP®'s Charles Schwab Experience March 2012 - Present
Job Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2012 - Present
Charles Schwab   2009 - February 2012
Charles Schwab   January 2007 - October 2009

Education
San Diego State University-California State University   2002 — 2006
Bachelors, Economics

Tobias Plumley Tobias Plumley Greater Denver Area Details
Tobias Plumley's Charles Schwab Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Charles Schwab   May 2014 - Present
ShopAtHome.com  February 2012 - May 2014
Dish Network  May 2005 - February 2012

Skills
Customer Acquisition, Database Marketing, Analytics, Direct Marketing, Segmentation, Digital Marketing, Email Marketing, Google Analytics, Web Analytics, SEM

Education
San Diego State University-California State University   2003 — 2005
MSBA, Marketing

University of Colorado at Boulder - Leeds School of Business   1995 — 1999
BS, Finance

Melisa Engebritson Melisa Engebritson Greater San Diego Area Details
Melisa Engebritson's Charles Schwab Experience January 2002 - January 2005
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2011 - Present
Ameriprise Financial  May 2005 - April 2009
Ameriprise Financial Services, In   May 2005 - January 2007
Charles Schwab   January 2002 - January 2005
Charles Schwab   April 1997 - January 2002
PaineWebber  April 1995 - April 1997

Education
San Diego State University-California State University
Bachelors, Public Finance Administration

Dean Jawarski Dean Jawarski Greater Los Angeles Area Details
Dean Jawarski's Charles Schwab Experience 1995 - 1997
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Headhunter   July 1997 - Present
Charles Schwab   1995 - 1997
Prudential Financial  1991 - 1995

Education
San Diego Mesa College

Monique Lockett-Morton Monique Lockett-Morton San Francisco Bay Area Details
Monique Lockett-Morton's Charles Schwab Experience February 2000 - August 2002
Job Business Development Associate at BDO USA, LLP
Industry Law Enforcement
Experience
BDO USA, LLP  March 2015 - Present
About My Fathers Business Ministry   January 2005 - Present
Sheila Lockett Bail Bonds   January 1992 - December 2012
Charles Schwab   February 2000 - August 2002
Charles Schwab   August 1999 - February 2000

Education
San Francisco State University   1989 — 1995
Bachelor's Degree, Sociology

Kathleen M. Hastings, CFP®, CLU, ChFC, CASL Kathleen M. Hastings, CFP®, CLU, ChFC, CASL Washington D.C. Metro Area Details
Kathleen M. Hastings, CFP®, CLU, ChFC, CASL's Charles Schwab Experience 1997 - 2004
Job Portfolio Manager at FBB Capital Partners
Industry Financial Services
Experience
FBB Capital Partners   June 2004 - Present
Charles Schwab   1997 - 2004

Skills
Asset Managment, Investment Strategies, Wealth, High Net Worth..., Finance, Strategy, Alternative Investments, Business Development, Equities, Hedge Funds, Fixed Income, Strategic Planning, Mutual Funds, Bloomberg, Investment Management, Negotiation

Education
San Diego State University-California State University
BA

UCSD

Mark Huhn, CFP® Mark Huhn, CFP® Greater San Diego Area Details
Mark Huhn, CFP®'s Charles Schwab Experience September 2001 - Present
Job Vice President at Charles Schwab in La Jolla
Industry Financial Services
Experience
Charles Schwab   September 2001 - Present
TD Waterhouse  1998 - 2001
Jack White & Co   1995 - 1998
Olde Stockbrokers  1994 - 1995
Citizens National Mortgage   1993 - 1994

Education
San Diego State University-California State University   2006 — 2008
CFP®, Certified Financial Planning Program

University of California, Santa Barbara   1985 — 1989
BA, Business Economics

Andrea Ow Andrea Ow San Francisco Bay Area Details
Andrea Ow's Charles Schwab Experience 2003 - 2009
Job Director at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments  May 2011 - Present
Wells Fargo  March 2011 - May 2011
Charles Schwab   2003 - 2009
Charles Schwab   1998 - 2003
Charles Schwab   1997 - 1998
Lockheed Martin  1988 - 1997

Skills
Asset Management, Cross-functional Team..., Communication, DB2, Enterprise Software, IT Strategy, Integration, Leadership, MS Project, Management, Mainframe, Outsourcing, PMO, People-oriented, Project Management, Risk Management, Project Portfolio..., SDLC, SharePoint, Software Development, Strategy, Vendor Management, Visio

Education
Lowell High School

San Francisco State University
Bachelor of Arts, Information Systems

Nicholas Amodio Nicholas Amodio Greater Los Angeles Area Details
Nicholas Amodio's Charles Schwab Experience April 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2014 - Present
Charles Schwab   January 2013 - April 2014
Charles Schwab   March 2011 - December 2012
Quest Capital Strategies, Inc.   August 2010 - March 2011
Wachovia Securities, LLC  September 2008 - June 2009

Education
San Diego State University-California State University   2005 — 2009
Bachelor's degree, Finance

agoura high school

Stefan Lazar Stefan Lazar San Francisco Bay Area Details
Stefan Lazar's Charles Schwab Experience March 1999 - July 2002
Job Director of Human Resources at Toolworks
Industry Human Resources
Experience
Toolworks  May 2010 - August 2013
Applied Biosystems  July 2002 - January 2009
Charles Schwab   March 1999 - July 2002
Maritz Travel Company  October 1997 - March 1999

Skills
Employee Relations, Employment Law, Training, Benefits Design, Supervisory Experience, Leave of Absence..., Affirmative Action..., Performance Management, Workplace Investigation, American Sign Language, Personnel Management, Organizational..., Human Resources, HRIS, Organizational..., Onboarding, Leadership, Policy, Program Management, Deferred Compensation, HR Policies, Employee Benefits, Succession Planning, FMLA, Payroll, Recruiting, Management, Software Documentation, Strategic Planning, Employee Engagement, Career Development, Workforce Planning, Talent Acquisition, Leadership Development, Talent Management, Benefits Administration, Organizational Design

Education
University of Cincinnati   1969 — 1971
Bachelor of Science, Special Education

San Francisco State University
Masters, Creative Arts

The Ohio State University
Music/Special Education

Jo Ann Carew Jo Ann Carew Phoenix, Arizona Area Details
Jo Ann Carew's Charles Schwab Experience 2002 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones  August 2009 - Present
Charles Schwab   2002 - 2009
Charles Schwab   2000 - 2002
Charles Schwab   1998 - 2000
Charles Schwab   1993 - 1998
Charles Schwab   1992 - 1993

Education
San Francisco State University
B.A., Psychology

Charlene Loen Charlene Loen San Francisco Bay Area Details
Charlene Loen's Charles Schwab Experience 2000 - 2009
Job Sr. Staff Assistant at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente  November 2009 - Present
Charles Schwab   2000 - 2009
American Lung Association of San Francisco & San Mateo Counties   1997 - 2000
Kaiser Permanente  1989 - 1997

Education
University of California, San Francisco
Mandarin

Galileo High

San Francisco State University
BA, Sociology

San Francisco State University
Paralegal Studies

Anthony Poston Anthony Poston San Francisco Bay Area Details
Anthony Poston's Charles Schwab Experience January 2000 - June 2005
Job CEO of ESM Solutions, Inc.
Industry Insurance
Experience
ESM Solutions, Inc.   June 2005 - Present
Charles Schwab   January 2000 - June 2005

Skills
Risk Management, Insurance, Financial Risk, Workers Compensation, Management, Finance, Brokers, Employee Benefits, Property & Casualty..., Enterprise Risk..., Commercial Insurance, Strategic Planning, Analysis, Casualty, Series 7, Series 63, Casualty Insurance, Entrepreneurship

Education
San Francisco State University   1997 — 2001
International Business, Finance

Gunnar Hammerbeck Gunnar Hammerbeck Phoenix, Arizona Area Details
Gunnar Hammerbeck's Charles Schwab Experience 1997 - 2000
Job Founder/CEO at MG Global LLC
Industry Wholesale
Experience
MG Global LLC   2001 - Present
Charles Schwab   1997 - 2000
IBM  1994 - 1996

Education
Thunderbird School of Global Management   1992 — 1993
MBA

San Diego State University-California State University   1984 — 1990
Business

Susan Easterly Williams Susan Easterly Williams Dallas/Fort Worth Area Details
Susan Easterly Williams's Charles Schwab Experience March 2006 - March 2007
Job Recruiter at Caliber Home Loans
Industry Human Resources
Experience
Caliber Home Loans  February 2015 - Present
Exeter Finance Corp  April 2013 - January 2015
Jeppesen  June 2008 - August 2012
Auroran Loan Services   December 2007 - June 2008
IHS  April 2007 - December 2007
Charles Schwab   March 2006 - March 2007
EMC Mortage   May 2001 - September 2005

Skills
Talent Management, Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, Succession Planning, Hiring, Program Management, Technical Recruiting, Sourcing, College Recruiting, Vendor Management, Temporary Placement, Leadership, Management, Team Building, Workforce Planning, Performance Management, Process Improvement, Employee Relations, HRIS

Education
Sam Houston State University
BA, Marketing

Tedd Adams Tedd Adams Orange County, California Area Details
Tedd Adams's Charles Schwab Experience 1997 - 2002
Job Sr. Account Executive at Life Science Intelligence
Industry Research
Experience
Life Science Intelligence   October 2013 - Present
Bank of America Merchant Services  September 2012 - September 2013
Wolters Kluwer Health - Ovid Technologies   April 2010 - October 2011
American Finance Solutions  2007 - 2008
Union Fidelity Mortgage  2005 - 2007
Bank of America  2002 - 2003
Charles Schwab   1997 - 2002

Skills
Loans, Team Leadership, Sales, Business Development, New Business Development, Salesforce.com, Investments, Research, Sales Management, Account Management, Sales Process, Management, CRM

Education
San Diego State University-California State University   1991 — 1995
BA, Economics

San Diego State University-California State University   1991 — 1995
BS Economics

Steve Settles Steve Settles Austin, Texas Area Details
Steve Settles's Charles Schwab Experience June 2002 - August 2002
Job Senior Staff Systems Engineer at Visa
Industry Financial Services
Experience
Visa  August 2013 - Present
Visa  June 2004 - August 2013
Visa  January 2003 - June 2004
Visa  August 2002 - January 2003
Charles Schwab   June 2002 - August 2002
2nd Wave   March 2000 - April 2002
IT Masters  January 1998 - March 2000
IBM (Tivoli)   February 1997 - January 1998
ROSS Technology, Inc.   1996 - 1997
BRC  June 1995 - February 1996

Skills
Servers, Unix, DNS, Operating Systems, Integration, Network Administration, Security, Linux, Solaris, Testing, Perl, Enterprise Architecture, System Deployment, Databases, Oracle, Networking, Enterprise Software, Virtualization, VPN, Routers, Systems Management

Education
Texas A&M University   1990 — 1992
BS, Electrical Engineering

Sam Houston State University   1986 — 1990
BS, Physics

Henry Besada Henry Besada San Francisco Bay Area Details
Henry Besada's Charles Schwab Experience 1996 - 2008
Job Graduate of Samuel Merritt University
Industry Medical Practice
Experience
Charles Schwab   1996 - 2008
Four Seasons Hotels and Resorts  1992 - 1994

Education
Samuel Merritt University   2008 — 2010

Neil Gabe Neil Gabe Concord, California Details
Neil Gabe's Charles Schwab Experience March 1993 - October 2007
Job Paralegal
Industry Legal Services
Experience
Berkeley, California   October 2007 - April 2008
East Bay Community Law Center  October 2007 - April 2008
San Francisco, California  March 1993 - October 2007
Charles Schwab   March 1993 - October 2007

Skills
Client Services, Customer Service, Organizing

Education
Samuel Merritt College   2012 — 2013
Bachelor's degree, Criminal Justice/Law Enforcement Administration

University of Phoenix   2011 — 2013
Criminal Justice/Law Enforcement Administration

Merritt Peralta College   2009 — 2011
AA Degree, Paralegal Studies

Robin Katherman Robin Katherman San Francisco Bay Area Details
Robin Katherman's Charles Schwab Experience June 2000 - January 2007
Job Accounting Operations Manager at Peet's Coffee & Tea
Industry Accounting
Experience
Peet's Coffee & Tea   November 2010 - July 2014
Shorenstein Realty Services  January 2007 - July 2010
Charles Schwab   June 2000 - January 2007
The Matsco Companies   September 1997 - June 2000
ITW/Signode Western Operations   September 1992 - September 1997

Skills
Internal Controls, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, Forecasting, Financial Modeling, Variance Analysis, Cash Management, Budgets, Account Reconciliation, Leadership, Accounts Receivable, Inventory Management, Process Improvement, Training, Management, GAAP, General Ledger, Accounts Payable

Education
San Diego State University-California State University   1991 — 1993
MBA, Business

University of California, Los Angeles   1975 — 1980
BA, Economics

Joshua Gaerlan Joshua Gaerlan San Francisco, California Details
Joshua Gaerlan's Charles Schwab Experience September 2009 - March 2010
Job Bookkeeping Assistant at Crystal Prins Bookkeeping
Industry Telecommunications
Experience
Crystal Prins Bookkeeping   April 2014 - Present
The Bike Kitchen   November 2009 - Present
Adecco Employment Services  July 2000 - Present
Wikia  November 2011 - December 2011
McKesson  April 2010 - June 2011
Charles Schwab   September 2009 - March 2010
McKesson  May 2009 - January 2010
Mountain News  November 2007 - April 2008
McKesson  May 2007 - October 2007
Prescription Solutions  September 2003 - July 2004

Skills
Microsoft Excel, Customer Service, Office Administration, Microsoft Office, Outlook, Data Entry, Database Management, Clerical Duties, Clerical Skills, Word, Excel, PowerPoint, SAP, Fraud Investigations, Phone Etiquette, Internet, Cash Handling, Administrative Support, General Office Duties, Office Equipment, Retail, Photoshop, Journalism, Bicycle, General Administration, Internal Audit, Salesforce.com

Education
San Diego State University-California State University   2004 — 2007
Bachelors of Art, Journalism and Religious Studies

Nanyang Technological University, Singapore   2005 — 2006
Communications

Phil Dillenburg Phil Dillenburg Phoenix, Arizona Area Details
Phil Dillenburg's Charles Schwab Experience February 2011 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2011 - Present
Charles Schwab   October 1997 - February 2011

Education
Cal State University, East Bay
MBA, Business Administration

San Diego State University-California State University
B.S., Marketing

Cosandra Adams-Brown Cosandra Adams-Brown Castle Rock, Colorado Details
Cosandra Adams-Brown's Charles Schwab Experience March 1992 - Present
Job TOA SPECIALIST at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 1992 - Present
Union Bank  March 1990 - November 1992
Bank of America  August 1989 - November 1990

Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Investments, Investment Advisory, Securities, Equities, Series 24, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Retirement, Asset Managment, FINRA, Investment Strategies, ETFs, Alternative Investments

Education
Emery High School

Samuel Merritt College
Laney College, Business Administration, Management and Operations

Dawn Laager Dawn Laager Phoenix, Arizona Area Details
Dawn Laager's Charles Schwab Experience April 2000 - February 2005
Job Mom
Industry Individual & Family Services
Experience
Gold Canyon Candle  2012 - 2014
Charles Schwab   April 2000 - February 2005

Education
San Diego State University-California State University   1995 — 1999
Bachelor of Science (BS), Financial Planning and Services

Gregory Burt Gregory Burt Newport Beach, California Details
Gregory Burt's Charles Schwab Experience 1997 - 2007
Job Hospitality Professional
Industry Hospitality
Experience
Marriott Vacation Club International  2012 - Present
Starwood Vacation Ownership  2006 - 2011
Charles Schwab   1997 - 2007

Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance, General

Jeremiah Corbin Jeremiah Corbin League City, Texas Details
Jeremiah Corbin's Charles Schwab Experience April 2008 - October 2010
Job Account Manager at Texas Wealth Management Inc.
Industry Financial Services
Experience
Texas Wealth Management Inc.   October 2010 - Present
Charles Schwab   April 2008 - October 2010

Education
Sam Houston State University   1998 — 2000
Bachelor of Business Administration (BBA), Finance, General

anthony nealeigh anthony nealeigh Gilbert, Arizona Details
anthony nealeigh's Charles Schwab Experience September 2014 - Present
Job Retirement Plan Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   September 2014 - Present
Fidelity Investments  July 2013 - June 2014
Northwestern Mutual  May 2012 - July 2013
Morgan Stanley Smith Barney  2011 - 2012

Skills
Series 7, Series 66, California Insurance...

Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance

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