Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Michelle Privitera Michelle Privitera's Charles Schwab Experience 2013 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Charles Schwab 2013 - Present
Northwestern Mutual 2012 - 2013
Wells Fargo Funds 2009 - 2011
AXA Distributors 2007 - 2009
Wells Fargo Investments 2001 - 2007
Franklin Templeton Resources 1992 - 2001
Skills
Mutual Funds, Customer Relations, Strategic Planning, Sales Support, Annuity, FINRA, Annuities, Consultative Selling, Wealth Management, Securities, Fixed Annuities, Series 7, Customer Service, Sales Operations, Selling, Asset Managment, Financial Services
Education
San Francisco State University
Natasha Lockett, M.S. Natasha Lockett, M.S.'s Charles Schwab Experience July 2000 - June 2006
Job CalWORKs Program Coordinator, Instructor, Academic and Career Counselor at City College of San Francisco
Industry Higher Education
Experience
City College of San Francisco June 2007 - Present
Golden Gate University August 2005 - June 2007
Charles Schwab July 2000 - June 2006
Skills
Resume Writing, Career Assessment, Job Coaching, MBTI, Job Search Strategies, Interview Preparation, Strong Interest..., Public Speaking, Program Development, College Teaching, Community Outreach
Education
San Francisco State University 2004 — 2007
Master of Science (M.S.), Career Counseling
San Francisco State University 1993 — 1999
Bachelor of Science (B.S.), Public Health
City College of San Francisco June 2007 - Present
Golden Gate University August 2005 - June 2007
Charles Schwab July 2000 - June 2006
Skills
Resume Writing, Career Assessment, Job Coaching, MBTI, Job Search Strategies, Interview Preparation, Strong Interest..., Public Speaking, Program Development, College Teaching, Community Outreach
Education
San Francisco State University 2004 — 2007
Master of Science (M.S.), Career Counseling
San Francisco State University 1993 — 1999
Bachelor of Science (B.S.), Public Health
Jacky Giang Jacky Giang's Charles Schwab Experience July 2014 - January 2015
Job Technical Support Assistant at Gunderson Dettmer
Industry
Experience
Gunderson Dettmer August 2015 - Present
San Francisco Department of Public Health March 2015 - August 2015
Charles Schwab July 2014 - January 2015
Year Up 2014 - 2014
St. John ChildCare Program June 2012 - September 2013
Skills
Ticketing, Imaging, Windows 8.1, Microsoft Word, Microsoft Excel, Microsoft Outlook, OS X, Google Drive, Active Directory, Cooperative, Learning Quickly, Collaboration, Teamwork, Responsibility, Determination, Hardwork, Easily Adaptable, Organization &..., Communication, Motivation, Planning
Education
Year Up 2014 — 2015
Information Technology, Project Management, Quality Assurance
San Francisco State University 2010 — 2013
Criminal Justice
George Washington High School 2006 — 2010
High School
Gunderson Dettmer August 2015 - Present
San Francisco Department of Public Health March 2015 - August 2015
Charles Schwab July 2014 - January 2015
Year Up 2014 - 2014
St. John ChildCare Program June 2012 - September 2013
Skills
Ticketing, Imaging, Windows 8.1, Microsoft Word, Microsoft Excel, Microsoft Outlook, OS X, Google Drive, Active Directory, Cooperative, Learning Quickly, Collaboration, Teamwork, Responsibility, Determination, Hardwork, Easily Adaptable, Organization &..., Communication, Motivation, Planning
Education
Year Up 2014 — 2015
Information Technology, Project Management, Quality Assurance
San Francisco State University 2010 — 2013
Criminal Justice
George Washington High School 2006 — 2010
High School
Edmund Lin Edmund Lin's Charles Schwab Experience 2005 - 2006
Job Manager, Global Corporate IT
Industry Information Technology and Services
Experience
Exponential 2007 - Present
Taos Mountain 2005 - December 2007
Hewlett-Packard (Formerly Mercury Interactive) January 2007 - November 2007
Fisher Investments January 2006 - January 2007
Align Technology 2005 - 2006
Charles Schwab 2005 - 2006
LegalMatch 2002 - 2005
Skills
Cloud Computing, VMware, Virtualization, SaaS, Enterprise Software, Network Security, Data Center, Enterprise Architecture, Disaster Recovery, Integration, IT Service Management, IT Management, Servers, Active Directory, Storage Area Networks, Vendor Management, Solaris, SharePoint, Unix, IT Operations, Networking, Infrastructure, IT Strategy, Information Technology, Management, High Availability, Microsoft Exchange, Windows Server, Consulting, Technical Support, Security, SAN, Leadership, Strategy, Mobile Devices, Hyper-V, Computer Security, Data Migration, Technical Leadership, System Administration, Identity Management, DNS, Storage, Windows, Operating Systems, Technical Architecture, Scripting, Office 365, Configuration Management, Lync
Education
San Francisco State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Exponential 2007 - Present
Taos Mountain 2005 - December 2007
Hewlett-Packard (Formerly Mercury Interactive) January 2007 - November 2007
Fisher Investments January 2006 - January 2007
Align Technology 2005 - 2006
Charles Schwab 2005 - 2006
LegalMatch 2002 - 2005
Skills
Cloud Computing, VMware, Virtualization, SaaS, Enterprise Software, Network Security, Data Center, Enterprise Architecture, Disaster Recovery, Integration, IT Service Management, IT Management, Servers, Active Directory, Storage Area Networks, Vendor Management, Solaris, SharePoint, Unix, IT Operations, Networking, Infrastructure, IT Strategy, Information Technology, Management, High Availability, Microsoft Exchange, Windows Server, Consulting, Technical Support, Security, SAN, Leadership, Strategy, Mobile Devices, Hyper-V, Computer Security, Data Migration, Technical Leadership, System Administration, Identity Management, DNS, Storage, Windows, Operating Systems, Technical Architecture, Scripting, Office 365, Configuration Management, Lync
Education
San Francisco State University 1998 — 2002
Bachelor of Science (B.S.), Computer Science
Karen Ta, PHR Karen Ta, PHR's Charles Schwab Experience July 1999 - May 2000
Job Manager, Benefits Systems at Big Heart Pet Brands
Industry Human Resources
Experience
Big Heart Pet Brands August 2014 - Present
Navis May 2008 - August 2014
Judicial Council of California June 2007 - May 2008
Sedgwick LLP May 2000 - June 2007
Charles Schwab July 1999 - May 2000
Skills
HRIS, Employee Benefits, Onboarding, Management, Benefits Administration, Human Resources, Integration, Training, Process Improvement, PeopleSoft, ADP Payroll
Education
San Francisco State University, College of Business
Bachelor of Science (B.S.), Human Resources
San Francisco State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Big Heart Pet Brands August 2014 - Present
Navis May 2008 - August 2014
Judicial Council of California June 2007 - May 2008
Sedgwick LLP May 2000 - June 2007
Charles Schwab July 1999 - May 2000
Skills
HRIS, Employee Benefits, Onboarding, Management, Benefits Administration, Human Resources, Integration, Training, Process Improvement, PeopleSoft, ADP Payroll
Education
San Francisco State University, College of Business
Bachelor of Science (B.S.), Human Resources
San Francisco State University
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Michele Tessorerie Michele Tessorerie's Charles Schwab Experience 1991 - 1997
Job Program Manager at Cisco Systems
Industry Information Technology and Services
Experience
iTalent Corporation October 2010 - Present
Cisco Systems October 2010 - Present
Gap Inc. 1999 - 2002
Charles Schwab 1991 - 1997
Skills
Management, Event Management, Project Planning, Program Management, Vendor Management, Cross-functional Team..., Project Management, Product Management, Change Management, Business Analysis, Customer Service, Strategic Planning, IT Strategy
Education
San Francisco State University
BA, Liberal Arts/Social Science
iTalent Corporation October 2010 - Present
Cisco Systems October 2010 - Present
Gap Inc. 1999 - 2002
Charles Schwab 1991 - 1997
Skills
Management, Event Management, Project Planning, Program Management, Vendor Management, Cross-functional Team..., Project Management, Product Management, Change Management, Business Analysis, Customer Service, Strategic Planning, IT Strategy
Education
San Francisco State University
BA, Liberal Arts/Social Science
Roman Rush Roman Rush's Charles Schwab Experience March 2005 - January 2006
Job Real Estate Agent at ZipRealty
Industry Real Estate
Experience
ZipRealty September 2006 - Present
Charles Schwab March 2005 - January 2006
Charles Schwab March 1999 - October 2005
Macy's July 1993 - September 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Century 21 Las Vegas Key Realty 2006 — 2006
Real Estate, A
San Francisco State University 1992 — 1997
Bachelor of Arts (B.A.), Psychology, B
ZipRealty September 2006 - Present
Charles Schwab March 2005 - January 2006
Charles Schwab March 1999 - October 2005
Macy's July 1993 - September 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing
Education
Century 21 Las Vegas Key Realty 2006 — 2006
Real Estate, A
San Francisco State University 1992 — 1997
Bachelor of Arts (B.A.), Psychology, B
Mark Bringas's Charles Schwab Experience January 2010 - May 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2012 - Present
First Republic Bank July 2011 - July 2012
Charles Schwab January 2010 - May 2011
Charles Schwab October 2009 - January 2010
Education
San Francisco State University
Bachelor of Arts (B.A.), Mathematics
BlackRock July 2012 - Present
First Republic Bank July 2011 - July 2012
Charles Schwab January 2010 - May 2011
Charles Schwab October 2009 - January 2010
Education
San Francisco State University
Bachelor of Arts (B.A.), Mathematics
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
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
Linda Dovbish Linda Dovbish's Charles Schwab Experience November 1998 - November 2002
Job Program Manager at Ceres Community Project of Marin
Industry Nonprofit Organization Management
Experience
Ceres Community Project of Marin March 2013 - Present
Hoffman Institute Foundation January 2010 - May 2012
Charles Schwab November 1998 - November 2002
Compaq March 1996 - March 1998
Rosenbluth International (Travel) November 1990 - June 1995
Bill Graham Presents July 1986 - February 1989
Skills
Management, Event Planning, Fundraising, Event Management, Nonprofits, Strategic Planning
Education
San Francisco State University
Radio and Television
Ceres Community Project of Marin March 2013 - Present
Hoffman Institute Foundation January 2010 - May 2012
Charles Schwab November 1998 - November 2002
Compaq March 1996 - March 1998
Rosenbluth International (Travel) November 1990 - June 1995
Bill Graham Presents July 1986 - February 1989
Skills
Management, Event Planning, Fundraising, Event Management, Nonprofits, Strategic Planning
Education
San Francisco State University
Radio and Television
Jo Magoncelli Jo Magoncelli's Charles Schwab Experience May 2015 - Present
Job Administrative Assistant at Charles Schwab
Industry
Experience
Charles Schwab May 2015 - Present
Randstad USA 2014 - May 2015
Levi Strauss & Co. February 1996 - May 2014
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Spreadsheets, Data Entry, Office Management, Administrative..., Inventory Management, Product Development, Retail, Trend Analysis
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab May 2015 - Present
Randstad USA 2014 - May 2015
Levi Strauss & Co. February 1996 - May 2014
Skills
Microsoft Office, PowerPoint, Outlook, Microsoft Word, Spreadsheets, Data Entry, Office Management, Administrative..., Inventory Management, Product Development, Retail, Trend Analysis
Education
San Francisco State University
Bachelor of Science (B.S.), Business Administration and Management, General
Steven Valentine Steven Valentine's Charles Schwab Experience February 1992 - January 1994
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Freelance Writing and Editorial Services June 2003 - Present
Charles Schwab February 1992 - January 1994
Charles Schwab January 1991 - February 1992
Skills
Leadership Development, Mentoring, Inspiration, Creative Writing, Writing, Poetry, Fiction Writing, Editing, Books, Short Stories, Blogging, Publishing, Proofreading, Public Speaking, Online Publishing, Social Networking, Social Media, Arts, Facebook, Book Reviews, Freelance Writing, Entertainment, Non-fiction, Fiction, Ghostwriting, Storytelling
Education
San Francisco State University 1985 — 1988
Theatre Arts
Solano Community College 1982 — 1984
Freelance Writing and Editorial Services June 2003 - Present
Charles Schwab February 1992 - January 1994
Charles Schwab January 1991 - February 1992
Skills
Leadership Development, Mentoring, Inspiration, Creative Writing, Writing, Poetry, Fiction Writing, Editing, Books, Short Stories, Blogging, Publishing, Proofreading, Public Speaking, Online Publishing, Social Networking, Social Media, Arts, Facebook, Book Reviews, Freelance Writing, Entertainment, Non-fiction, Fiction, Ghostwriting, Storytelling
Education
San Francisco State University 1985 — 1988
Theatre Arts
Solano Community College 1982 — 1984
Randy S. Tam Randy S. Tam's Charles Schwab Experience September 1996 - January 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2005 - Present
Charles Schwab September 1996 - January 2005
Asia Pacific Group January 1994 - August 1996
1st Nationwide Bank 1981 - 1993
Education
San Francisco State University
Banking
Ameriprise Financial Services, Inc. January 2005 - Present
Charles Schwab September 1996 - January 2005
Asia Pacific Group January 1994 - August 1996
1st Nationwide Bank 1981 - 1993
Education
San Francisco State University
Banking
Angelita Sanchez's Charles Schwab Experience March 1987 - May 1996
Job Executive Admin Assistant at Autodesk, Inc
Industry Computer Software
Experience
Autodesk, Inc March 2005 - Present
Charles Schwab March 1987 - May 1996
Skills
Management, Salesforce.com, SharePoint, Leadership, Training, Program Management, Business Development, Event Planning, SaaS, PeopleSoft, Enterprise Software, Cross-functional Team..., Office Management, SAP, Siebel, Calendaring, Microsoft Word, PowerPoint
Education
San Francisco State University
BA, Early Childhood Education
Autodesk, Inc March 2005 - Present
Charles Schwab March 1987 - May 1996
Skills
Management, Salesforce.com, SharePoint, Leadership, Training, Program Management, Business Development, Event Planning, SaaS, PeopleSoft, Enterprise Software, Cross-functional Team..., Office Management, SAP, Siebel, Calendaring, Microsoft Word, PowerPoint
Education
San Francisco State University
BA, Early Childhood Education
Kathee Burgi Smith Kathee Burgi Smith's Charles Schwab Experience January 1986 - June 1999
Job Executive Assistant to Chairman & CEO at Thomas Brady & Associates
Industry Financial Services
Experience
Thomas Brady & Associates April 2013 - Present
Self Employed May 2011 - March 2013
M-Factor Inc February 2008 - April 2011
Traversa Consulting LLC (Management Consultancy) August 2006 - December 2007
Charles Schwab January 1986 - June 1999
Skills
Expense Reports, Executive Support, Administrative..., QuickBooks, Calendaring, SaaS, Concur, Outlook, Office Management, Travel Planning, Venture Capital, Calendars, Project Management, Salesforce.com, Start-ups, Travel Arrangements
Education
San Francisco State University 1983 — 1986
B.A. Degree, International Relations
Thomas Brady & Associates April 2013 - Present
Self Employed May 2011 - March 2013
M-Factor Inc February 2008 - April 2011
Traversa Consulting LLC (Management Consultancy) August 2006 - December 2007
Charles Schwab January 1986 - June 1999
Skills
Expense Reports, Executive Support, Administrative..., QuickBooks, Calendaring, SaaS, Concur, Outlook, Office Management, Travel Planning, Venture Capital, Calendars, Project Management, Salesforce.com, Start-ups, Travel Arrangements
Education
San Francisco State University 1983 — 1986
B.A. Degree, International Relations
David Archer David Archer's Charles Schwab Experience August 2006 - April 2011
Job Senior Investment Management Distribution Executive
Industry Financial Services
Experience
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Investment Management Consultants Association (IMCA) January 2010 - Present
AMG Funds October 2012 - November 2014
Nuveen Investments April 2011 - August 2012
Charles Schwab August 2006 - April 2011
Prudential Financial March 1997 - December 2005
Paine Webber 1994 - 1997
Skills
Series 7, Series 63, FINRA, Mutual Funds, Series 24, CIMA, AIFA, Alternative Investments, Asset Allocation, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Investment Strategies, Investment Advisory, Securities, Investment Management, Financial Services, Hedge Funds, Portfolio Management, Morningstar
Education
San Francisco State University
MBA
University of Michigan
BA, Philosopy
Austin Rathe Austin Rathe's Charles Schwab Experience October 2014 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Wells Fargo Retail Finance August 2012 - January 2014
Wells Fargo January 2011 - August 2012
Skills
Finance, Loans, Banking, Financial Analysis, Credit, Retail Banking, Customer Service, Teamwork
Education
San Francisco State University 2009 — 2013
Bachelor of Science (B.S.), Business Management
Charles Schwab October 2014 - Present
Wells Fargo Retail Finance August 2012 - January 2014
Wells Fargo January 2011 - August 2012
Skills
Finance, Loans, Banking, Financial Analysis, Credit, Retail Banking, Customer Service, Teamwork
Education
San Francisco State University 2009 — 2013
Bachelor of Science (B.S.), Business Management
Chris Hiler Chris Hiler's Charles Schwab Experience August 1999 - June 2001
Job
Industry Financial Services
Experience
Glide Foundation 2010 - 2011
NextStepDC January 2009 - January 2010
NextStepDC April 2002 - January 2009
Charles Schwab August 1999 - June 2001
Charles Schwab January 1992 - January 1998
US Army 1982 - 1984
Skills
Customer Relations, Customer Service, CRM, Human Resources, 401k, Series 7, Software Documentation, Microsoft Excel, Time Management, Mutual Funds, Budgets, Banking, Customer Satisfaction, Microsoft Office
Education
Charles Schwab
San Francisco State University
B.A, English
Glide Foundation 2010 - 2011
NextStepDC January 2009 - January 2010
NextStepDC April 2002 - January 2009
Charles Schwab August 1999 - June 2001
Charles Schwab January 1992 - January 1998
US Army 1982 - 1984
Skills
Customer Relations, Customer Service, CRM, Human Resources, 401k, Series 7, Software Documentation, Microsoft Excel, Time Management, Mutual Funds, Budgets, Banking, Customer Satisfaction, Microsoft Office
Education
Charles Schwab
San Francisco State University
B.A, English
April Valdivia April Valdivia's Charles Schwab Experience June 2011 - June 2014
Job Registered Client Service Associate Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Morgan Stanley Wealth Management June 2014 - Present
Charles Schwab June 2011 - June 2014
Charles Schwab & Co March 2007 - April 2011
Charles Schwab & Co March 2009 - September 2009
Fisher Investments June 2005 - March 2007
Round Hill Securities March 2003 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Equities, FINRA, Series 65, Financial Services, Alternative Investments, Asset Allocation, Asset Management, Finance, Investment Advisory, Microsoft Office, Retirement Planning, Risk Management, Series 24, Wealth Management
Education
San Francisco State University 2000 — 2003
Bachelor of Arts (B.A.), Spanish Language and Literature
San Francisco State University
B.A, Spanish
Marcus Doesserich Marcus Doesserich's Charles Schwab Experience November 2005 - Present
Job Senior Product Manager at Schwab Institutional
Industry Investment Management
Experience
Charles Schwab November 2005 - Present
Barclays Global Investors October 2003 - November 2005
Bank of America August 1997 - March 2003
Briefing.com January 1995 - January 1997
Skills
Product Management, Management, Marketing Strategy, Integration, Portfolio Management, Product Development, Investments, Budgets, Sales, Cross-functional Team..., Strategy, Business Analysis, Finance, Analysis, Project Management, Program Management, Financial Services, SDLC, Agile Methodologies, Marketing, Product Marketing, Leadership, Business Strategy, Software Project...
Education
San Francisco State University 1997 — 2004
MA, Econometrics
San Francisco State University 1996 — 1997
MBA, Business Administration
University of California, Irvine 1986 — 1991
BA, Economics
University of California, Irvine 1986 — 1991
BA, History
University of California, Irvine 1986 — 1991
BA, Literature
Charles Schwab November 2005 - Present
Barclays Global Investors October 2003 - November 2005
Bank of America August 1997 - March 2003
Briefing.com January 1995 - January 1997
Skills
Product Management, Management, Marketing Strategy, Integration, Portfolio Management, Product Development, Investments, Budgets, Sales, Cross-functional Team..., Strategy, Business Analysis, Finance, Analysis, Project Management, Program Management, Financial Services, SDLC, Agile Methodologies, Marketing, Product Marketing, Leadership, Business Strategy, Software Project...
Education
San Francisco State University 1997 — 2004
MA, Econometrics
San Francisco State University 1996 — 1997
MBA, Business Administration
University of California, Irvine 1986 — 1991
BA, Economics
University of California, Irvine 1986 — 1991
BA, History
University of California, Irvine 1986 — 1991
BA, Literature
Vincenta Licata's Charles Schwab Experience 2009 - June 2010
Job Program Manager, Talent Development at Walmart eCommerce
Industry Human Resources
Experience
Walmart eCommerce February 2014 - Present
Walmart eCommerce December 2011 - February 2014
TechProse August 2011 - October 2011
Enact Global Consulting 2010 - 2011
Charles Schwab 2009 - June 2010
Levi Strauss & Co. October 2006 - February 2009
Mervyn's California December 2005 - October 2006
Skills
Organizational..., Workshop Facilitation, Instructional Design, Talent Management, Employee Engagement, Succession Planning, Human Resources, Change Management, Training, Onboarding, Strategy, Leadership, Project Management, Management, Program Management, Consulting, Management Development, Performance Management, Leadership Development, Performance Improvement, E-Learning, Organizational..., Executive Coaching, Employee Training, Cross-functional Team..., Employee Benefits, Interviews, Career Development, Culture Change, Team Building, Coaching
Education
San Francisco State University
B.A., Broadcast Communications Arts
University of California, Berkeley, Extension
Certificate, Training & HRD (UC Berkeley Extension)
Cooper Design, San Francisco
Completed Interaction Design and Design Leadership workshops, User Experience
Walmart eCommerce February 2014 - Present
Walmart eCommerce December 2011 - February 2014
TechProse August 2011 - October 2011
Enact Global Consulting 2010 - 2011
Charles Schwab 2009 - June 2010
Levi Strauss & Co. October 2006 - February 2009
Mervyn's California December 2005 - October 2006
Skills
Organizational..., Workshop Facilitation, Instructional Design, Talent Management, Employee Engagement, Succession Planning, Human Resources, Change Management, Training, Onboarding, Strategy, Leadership, Project Management, Management, Program Management, Consulting, Management Development, Performance Management, Leadership Development, Performance Improvement, E-Learning, Organizational..., Executive Coaching, Employee Training, Cross-functional Team..., Employee Benefits, Interviews, Career Development, Culture Change, Team Building, Coaching
Education
San Francisco State University
B.A., Broadcast Communications Arts
University of California, Berkeley, Extension
Certificate, Training & HRD (UC Berkeley Extension)
Cooper Design, San Francisco
Completed Interaction Design and Design Leadership workshops, User Experience
Dan Kleinman Dan Kleinman's Charles Schwab Experience June 1985 - 1990
Job founder at DanKleinmanConsulting
Industry Human Resources
Experience
DanKleinmanConsulting January 1990 - Present
Charles Schwab June 1985 - 1990
wells fargo 1980 - 1985
wells fargo 1977 - 1980
Wells Fargo 1971 - 1977
Skills
Deferred Compensation, HRIS, Employee Benefits, Human Resources, Personnel Management, Program Management, Payroll, Talent Management, Executive Coaching, Organizational..., Talent Acquisition, Start-ups, Strategic Planning, Leadership Development, Change Management, Management Consulting, Performance Management, Succession Planning, Strategy, Marketing Strategy, Incentive Programs, Recruiting, PeopleSoft, Compensation & Benefit, Organizational Design, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, HR Consulting
Education
San Francisco State University 1973 — 1975
MA, Humanities
DanKleinmanConsulting January 1990 - Present
Charles Schwab June 1985 - 1990
wells fargo 1980 - 1985
wells fargo 1977 - 1980
Wells Fargo 1971 - 1977
Skills
Deferred Compensation, HRIS, Employee Benefits, Human Resources, Personnel Management, Program Management, Payroll, Talent Management, Executive Coaching, Organizational..., Talent Acquisition, Start-ups, Strategic Planning, Leadership Development, Change Management, Management Consulting, Performance Management, Succession Planning, Strategy, Marketing Strategy, Incentive Programs, Recruiting, PeopleSoft, Compensation & Benefit, Organizational Design, Employee Engagement, Employee Relations, Organizational..., Workforce Planning, HR Consulting
Education
San Francisco State University 1973 — 1975
MA, Humanities
Kelley Doherty Kelley Doherty's Charles Schwab Experience 1996 - 1997
Job Retired
Industry Financial Services
Experience
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Wells Fargo January 2009 - September 2012
Wachovia November 2007 - January 2009
Wachovia Bank 2007 - 2008
Bank of America 2004 - 2007
Bank of America 2001 - 2003
Bank of America 1998 - 2001
Bank of America 1997 - 1998
Charles Schwab 1996 - 1997
Charles Schwab 1991 - 1996
Skills
Asset Managment, Portfolio Management, Series 7, Financial Services, Wealth Management, Series 63, Business Strategy, Banking, Asset Allocation, Asset Management, Vendor Management, Finance, Leadership, Retirement, E-commerce, Securities, Management, Relationship Management, Investments, Mutual Funds, Equities
Education
San Francisco State University 1988 — 1992
MBA, BA, BA, Psychology, Business, English
Colleen Bazdarich Colleen Bazdarich's Charles Schwab Experience October 2006 - May 2011
Job
Industry Law Practice
Experience
C. Bazdarich Law June 2014 - Present
Office of the Public Defender, Santa Clara County March 2014 - June 2014
San Francisco Public Defender August 2013 - December 2013
East Bay Community Law Center, Youth Defender Project May 2012 - August 2013
Death Penalty Clinic September 2012 - May 2013
University of California, Berkeley School of Law July 2012 - May 2013
California Appellate Project May 2011 - August 2011
California Asylum Representation Clinic August 2010 - May 2011
Charles Schwab October 2006 - May 2011
Business 2.0 Magazine, Time Inc. April 2000 - November 2005
Skills
Community Outreach, Research, Litigation, Editorial, Web Content, HTML, Books, Magazines, Policy, JavaScript, Criminal Law, Trials, Social Media, Public Speaking, Interviews, Legal Writing
Education
University of California, Berkeley - School of Law 2010 — 2013
JD, Law
San Francisco State University 2003 — 2006
MFA, Creative Writing
Stanford University 1995 — 1999
BA, English
C. Bazdarich Law June 2014 - Present
Office of the Public Defender, Santa Clara County March 2014 - June 2014
San Francisco Public Defender August 2013 - December 2013
East Bay Community Law Center, Youth Defender Project May 2012 - August 2013
Death Penalty Clinic September 2012 - May 2013
University of California, Berkeley School of Law July 2012 - May 2013
California Appellate Project May 2011 - August 2011
California Asylum Representation Clinic August 2010 - May 2011
Charles Schwab October 2006 - May 2011
Business 2.0 Magazine, Time Inc. April 2000 - November 2005
Skills
Community Outreach, Research, Litigation, Editorial, Web Content, HTML, Books, Magazines, Policy, JavaScript, Criminal Law, Trials, Social Media, Public Speaking, Interviews, Legal Writing
Education
University of California, Berkeley - School of Law 2010 — 2013
JD, Law
San Francisco State University 2003 — 2006
MFA, Creative Writing
Stanford University 1995 — 1999
BA, English
Hank Guilbert, CAMS's Charles Schwab Experience 2013 - Present
Job Senior Manager, Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Charles Schwab 2006 - 2013
Charles Schwab 2000 - 2005
Charles Schwab January 1995 - 2000
Skills
Risk Management, Financial Services, Securities, FINRA, Banking, Vendor Management, Fraud, Mutual Funds, Anti Money Laundering, Financial Risk, Performance Management, Program Management, Relationship Management, Microsoft Word, Management, MS Project, Financial Analysis, CAMS Certified, System Administration, LexisNexis, LexisNexis Bridger XG &..., Safe Banking Systems..., Department metrics..., Training Coordination, Finance, FCPA, Anti-bribery, PEP
Education
San Francisco State University
Political Science
Skyline College
AA, Paralegal Studies-Administration of Justice
Charles Schwab 2013 - Present
Charles Schwab 2006 - 2013
Charles Schwab 2000 - 2005
Charles Schwab January 1995 - 2000
Skills
Risk Management, Financial Services, Securities, FINRA, Banking, Vendor Management, Fraud, Mutual Funds, Anti Money Laundering, Financial Risk, Performance Management, Program Management, Relationship Management, Microsoft Word, Management, MS Project, Financial Analysis, CAMS Certified, System Administration, LexisNexis, LexisNexis Bridger XG &..., Safe Banking Systems..., Department metrics..., Training Coordination, Finance, FCPA, Anti-bribery, PEP
Education
San Francisco State University
Political Science
Skyline College
AA, Paralegal Studies-Administration of Justice
Ellen Cheung Ellen Cheung's Charles Schwab Experience 2000 - 2000
Job Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo January 2015 - Present
BevMo! 2002 - 2009
Charles Schwab 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1995 - 1998
Somerset Printing 1994 - 1995
Alonzo Printing 1992 - 1994
Skills
Brand Management, Advertising, Direct Marketing, Creative Direction, Marketing, Management, Sales, Marketing Strategy, Brand Development, Retail, Product Development, Budgets, Integrated Marketing, Cross-functional Team..., Direct Mail
Education
San Francisco State University
Bachelor of Arts (B.A.)
Wells Fargo January 2015 - Present
BevMo! 2002 - 2009
Charles Schwab 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1995 - 1998
Somerset Printing 1994 - 1995
Alonzo Printing 1992 - 1994
Skills
Brand Management, Advertising, Direct Marketing, Creative Direction, Marketing, Management, Sales, Marketing Strategy, Brand Development, Retail, Product Development, Budgets, Integrated Marketing, Cross-functional Team..., Direct Mail
Education
San Francisco State University
Bachelor of Arts (B.A.)
Della Ng Della Ng's Charles Schwab Experience 2000 - 2003
Job Integrated marketing leader with expertise in multicultural and total market strategies
Industry Marketing and Advertising
Experience
Wells Fargo October 2009 - Present
Wells Fargo July 2006 - November 2009
Charles Schwab & Co. December 2003 - May 2006
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Charles Schwab 1994 - 1997
Skills
Strategic Planning, Product Development, Advertising, Segmentation, Integrated Marketing, Consumer Insight, Brand Management, Sponsorship, Event Management, Project Management, Affiliate Marketing, Public Relations, Direct Marketing, Sales Management, Business Model..., Program Management, Marketing, Marketing Strategy, Brand Development, Product Management, Management
Education
San Francisco State University
BS
University of California, Berkeley
Wells Fargo October 2009 - Present
Wells Fargo July 2006 - November 2009
Charles Schwab & Co. December 2003 - May 2006
Charles Schwab 2000 - 2003
Charles Schwab 1998 - 2000
Charles Schwab 1996 - 1998
Charles Schwab 1994 - 1997
Skills
Strategic Planning, Product Development, Advertising, Segmentation, Integrated Marketing, Consumer Insight, Brand Management, Sponsorship, Event Management, Project Management, Affiliate Marketing, Public Relations, Direct Marketing, Sales Management, Business Model..., Program Management, Marketing, Marketing Strategy, Brand Development, Product Management, Management
Education
San Francisco State University
BS
University of California, Berkeley
Kevin C. Smith's Charles Schwab Experience October 2013 - August 2014
Job Marketing Database Consultant at Wells Fargo
Industry Information Services
Experience
Wells Fargo August 2014 - Present
Charles Schwab October 2013 - August 2014
The Men's Wearhouse March 2013 - September 2013
WebMD August 2006 - January 2013
Medsite June 2004 - August 2006
Weill Medical College of Cornell University June 2002 - June 2004
College of New Rochelle September 2002 - January 2003
Skills
Market Research, Data Analysis, SAS programming, Logistic Regression, Statistics, Analytics, Marketing, SAS, Quantitative Research, SPSS, Segmentation, PowerPoint, Marketing Research, Business Intelligence, Customer Insight, Database Marketing, Web Analytics, Strategy, Management
Education
San Francisco State University 1999 — 2001
MA, Research Psychology
University of Pittsburgh 1994 — 1996
B.S., Psychology
Wells Fargo August 2014 - Present
Charles Schwab October 2013 - August 2014
The Men's Wearhouse March 2013 - September 2013
WebMD August 2006 - January 2013
Medsite June 2004 - August 2006
Weill Medical College of Cornell University June 2002 - June 2004
College of New Rochelle September 2002 - January 2003
Skills
Market Research, Data Analysis, SAS programming, Logistic Regression, Statistics, Analytics, Marketing, SAS, Quantitative Research, SPSS, Segmentation, PowerPoint, Marketing Research, Business Intelligence, Customer Insight, Database Marketing, Web Analytics, Strategy, Management
Education
San Francisco State University 1999 — 2001
MA, Research Psychology
University of Pittsburgh 1994 — 1996
B.S., Psychology
Beth Devin Beth Devin's Charles Schwab Experience June 2002 - August 2004
Job CTO/CIO | Digital Transformation Leader | Alvarez & Marsal
Industry Information Technology and Services
Experience
Alvarez & Marsal June 2015 - Present
Silicon Valley Bank May 2013 - April 2015
Manilla.com March 2010 - May 2013
Art.com, Inc. March 2007 - February 2010
Blackhawk Network July 2005 - March 2007
Charles Schwab June 2002 - August 2004
Charles Schwab February 1999 - May 2002
Charles Schwab March 1998 - February 1999
Turner Broadcasting Systems March 1994 - October 1997
Pacific Bell Directory March 1984 - March 1994
Skills
Strategy, Start-ups, E-commerce, Integration, Agile Methodologies, Product Management, Business Strategy, Software Development, Enterprise Software, IT Strategy, Management, Strategic Planning, Program Management, Leadership, Vendor Management, Business Intelligence, Networking, Business Analysis, Budgets, Agile Project Management, Cloud Computing, ERP, Scalability, Team Building, IT Management, Mobile Applications, SaaS, Product Development, SDLC, Mentoring, Software Project..., Outsourcing, Strategic Leadership, Governance, Security, Cross-functional Team..., Change Management, Enterprise Architecture, Executive Management, Budgeting, Technical Leadership, Technology Leadership, Agile, Retail, Architecture, Visionary, Staff Mentor, Web Applications, CRM, IT Service Management
Education
San Francisco State University
Bachelor of Science, Computer Science
Alvarez & Marsal June 2015 - Present
Silicon Valley Bank May 2013 - April 2015
Manilla.com March 2010 - May 2013
Art.com, Inc. March 2007 - February 2010
Blackhawk Network July 2005 - March 2007
Charles Schwab June 2002 - August 2004
Charles Schwab February 1999 - May 2002
Charles Schwab March 1998 - February 1999
Turner Broadcasting Systems March 1994 - October 1997
Pacific Bell Directory March 1984 - March 1994
Skills
Strategy, Start-ups, E-commerce, Integration, Agile Methodologies, Product Management, Business Strategy, Software Development, Enterprise Software, IT Strategy, Management, Strategic Planning, Program Management, Leadership, Vendor Management, Business Intelligence, Networking, Business Analysis, Budgets, Agile Project Management, Cloud Computing, ERP, Scalability, Team Building, IT Management, Mobile Applications, SaaS, Product Development, SDLC, Mentoring, Software Project..., Outsourcing, Strategic Leadership, Governance, Security, Cross-functional Team..., Change Management, Enterprise Architecture, Executive Management, Budgeting, Technical Leadership, Technology Leadership, Agile, Retail, Architecture, Visionary, Staff Mentor, Web Applications, CRM, IT Service Management
Education
San Francisco State University
Bachelor of Science, Computer Science
Deepinder Sekhon Deepinder Sekhon's Charles Schwab Experience 1991 - 2001
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC January 2013 - December 2014
Wells Fargo Advisors, LLC 2008 - December 2012
Washington Mutual 2001 - 2008
Charles Schwab 1991 - 2001
Education
San Francisco State University
Bachelor of Science, Finance
Wells Fargo Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC January 2013 - December 2014
Wells Fargo Advisors, LLC 2008 - December 2012
Washington Mutual 2001 - 2008
Charles Schwab 1991 - 2001
Education
San Francisco State University
Bachelor of Science, Finance
Hemali Nayyar Hemali Nayyar's Charles Schwab Experience September 2014 - Present
Job Manager Product and Platform at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab September 2014 - Present
LevaData Inc January 2014 - August 2014
E*TRADE Financial December 2011 - December 2013
Philips Healthcare Informatics 2009 - December 2011
Wells Fargo 2008 - 2009
Network Appliance February 2006 - March 2007
IP&R July 2005 - January 2006
IP&R January 2005 - June 2005
Stentor Inc, now Philips Medical Systems June 2004 - December 2004
APYL Software & Systems Ltd August 1999 - July 2002
Skills
Software Development, SaaS, Product Management, Product Marketing, Enterprise Software, Requirements Analysis, Software Project..., Agile Methodologies, Cross-functional Team..., Competitive Analysis, CRM, Business Analysis, Business Intelligence, Analytics, Strategy, Management, Product Development, Leadership
Education
San Francisco State University 2003 — 2005
MBA, Marketing and Product Development
UC Berkeley 2003 — 2003
Technical writing, Certification in Technical Writing
Army Institue Of Technology, Pune, INDIA 1994 — 1998
BEng, Computer Science & Engineering
Charles Schwab September 2014 - Present
LevaData Inc January 2014 - August 2014
E*TRADE Financial December 2011 - December 2013
Philips Healthcare Informatics 2009 - December 2011
Wells Fargo 2008 - 2009
Network Appliance February 2006 - March 2007
IP&R July 2005 - January 2006
IP&R January 2005 - June 2005
Stentor Inc, now Philips Medical Systems June 2004 - December 2004
APYL Software & Systems Ltd August 1999 - July 2002
Skills
Software Development, SaaS, Product Management, Product Marketing, Enterprise Software, Requirements Analysis, Software Project..., Agile Methodologies, Cross-functional Team..., Competitive Analysis, CRM, Business Analysis, Business Intelligence, Analytics, Strategy, Management, Product Development, Leadership
Education
San Francisco State University 2003 — 2005
MBA, Marketing and Product Development
UC Berkeley 2003 — 2003
Technical writing, Certification in Technical Writing
Army Institue Of Technology, Pune, INDIA 1994 — 1998
BEng, Computer Science & Engineering
Bella Zhang Bella Zhang's Charles Schwab Experience January 2010 - March 2010
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte October 2014 - Present
Grant Thornton LLP March 2013 - September 2014
WWC, P.C. August 2010 - February 2013
Charles Schwab January 2010 - March 2010
Chektan and Company, CPA firm February 2009 - May 2009
Skills
Accounting, Corporate Tax, Payroll, Internal Audit, Auditing, Tax
Education
San Francisco State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Deloitte October 2014 - Present
Grant Thornton LLP March 2013 - September 2014
WWC, P.C. August 2010 - February 2013
Charles Schwab January 2010 - March 2010
Chektan and Company, CPA firm February 2009 - May 2009
Skills
Accounting, Corporate Tax, Payroll, Internal Audit, Auditing, Tax
Education
San Francisco State University 2007 — 2009
Master of Business Administration (MBA), Accounting
Robert Gee-Kee Robert Gee-Kee's Charles Schwab Experience 1989 - 1999
Job Vice President, Marketing Brand Management at Bank of the West Commercial Banking
Industry Banking
Experience
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica April 2005 - October 2006
Citibank August 2002 - August 2004
EA Invest Securities, Inc. March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc. December 1999 - October 2000
Charles Schwab 1989 - 1999
Skills
Banking, Relationship Management, Financial Services, Marketing, Marketing Strategy, Direct Marketing, Credit Cards, Strategic Planning
Education
San Francisco State University
Bachelor of Arts (B.A.), Economics
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica April 2005 - October 2006
Citibank August 2002 - August 2004
EA Invest Securities, Inc. March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc. December 1999 - October 2000
Charles Schwab 1989 - 1999
Skills
Banking, Relationship Management, Financial Services, Marketing, Marketing Strategy, Direct Marketing, Credit Cards, Strategic Planning
Education
San Francisco State University
Bachelor of Arts (B.A.), Economics
Jasmine David's Charles Schwab Experience January 2005 - July 2007
Job Feng Shui Consultant, Oneness Trainer, Oneness Blessing Giver at Selfemployed
Industry Health, Wellness and Fitness
Experience
Self-employed December 2009 - Present
Self-employed July 2007 - Present
Self-employed 1995 - Present
Charles Schwab January 2005 - July 2007
Feng Shui Environments June 2001 - June 2004
Skills
Customer Service, Business Communications, Office Administration, Research and Analysis, Development and..., Project Management, Eye for detail, Ability to work..., Ability to work as part..., Management &..., Database Administration, Call Center, Consultancy, Report Writing, Development of Office..., Staff Supervision, Vendor Management, Product Development, Product Manufacturing, Product Marketing, Market Research, Training, Analysis, Eye, Marketing, Management, Call Centers, Email Marketing, Customer Satisfaction, Research, Coaching, Team Building, New Business Development, Public Speaking, Web Design, Leadership, Social Networking, Personal Development, Event Management, Small Business, Sales, Wellness Coaching, Leadership Development, Management Consulting, Entrepreneurship, Wellness, Organizational..., Public Relations, Business Development, Nonprofits
Education
SFSU
BA, Economics
Self-employed December 2009 - Present
Self-employed July 2007 - Present
Self-employed 1995 - Present
Charles Schwab January 2005 - July 2007
Feng Shui Environments June 2001 - June 2004
Skills
Customer Service, Business Communications, Office Administration, Research and Analysis, Development and..., Project Management, Eye for detail, Ability to work..., Ability to work as part..., Management &..., Database Administration, Call Center, Consultancy, Report Writing, Development of Office..., Staff Supervision, Vendor Management, Product Development, Product Manufacturing, Product Marketing, Market Research, Training, Analysis, Eye, Marketing, Management, Call Centers, Email Marketing, Customer Satisfaction, Research, Coaching, Team Building, New Business Development, Public Speaking, Web Design, Leadership, Social Networking, Personal Development, Event Management, Small Business, Sales, Wellness Coaching, Leadership Development, Management Consulting, Entrepreneurship, Wellness, Organizational..., Public Relations, Business Development, Nonprofits
Education
SFSU
BA, Economics
Cara Price-Zimmerman's Charles Schwab Experience August 1999 - April 2007
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - November 2013
Charles Schwab August 1999 - April 2007
Skills
Risk Management, Portfolio Management, Leadership, Equities, Process Improvement, Financial Analysis, Finance, Vendor Management, Project Management, Business Analysis, Mutual Funds, Customer Service, Wealth Management, Operations Management, Analysis
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Psychology
University of Phoenix
MBA
Morgan Stanley Smith Barney April 2007 - November 2013
Charles Schwab August 1999 - April 2007
Skills
Risk Management, Portfolio Management, Leadership, Equities, Process Improvement, Financial Analysis, Finance, Vendor Management, Project Management, Business Analysis, Mutual Funds, Customer Service, Wealth Management, Operations Management, Analysis
Education
San Francisco State University 1993 — 1997
Bachelor of Arts, Psychology
University of Phoenix
MBA
Nancy Cech's Charles Schwab Experience November 1999 - October 2013
Job
Industry Marketing and Advertising
Experience
Wells Fargo October 2013 - Present
Charles Schwab November 1999 - October 2013
Carol H. Williams Advertising January 1996 - January 1999
Tri-Valley Growers January 1995 - January 1996
Pacific Bell SMART Yellow Pages January 1985 - January 1996
Skills
Event Marketing, Direct Mail, Marketing Strategy, B2B, Promotions, Online Marketing, Online Advertising, Account Management, Managerial, New Business Development, Web, Series 7, Advertising, Brand Development, Copywriting, Creative Direction, Digital Marketing, Integrated Marketing, Lead Generation, Management, Cross-functional Team..., Direct Marketing, Event Planning, Marketing, Marketing Communications, Product Development, Product Management, Strategy
Education
San Francisco State University
B.A.
Wells Fargo October 2013 - Present
Charles Schwab November 1999 - October 2013
Carol H. Williams Advertising January 1996 - January 1999
Tri-Valley Growers January 1995 - January 1996
Pacific Bell SMART Yellow Pages January 1985 - January 1996
Skills
Event Marketing, Direct Mail, Marketing Strategy, B2B, Promotions, Online Marketing, Online Advertising, Account Management, Managerial, New Business Development, Web, Series 7, Advertising, Brand Development, Copywriting, Creative Direction, Digital Marketing, Integrated Marketing, Lead Generation, Management, Cross-functional Team..., Direct Marketing, Event Planning, Marketing, Marketing Communications, Product Development, Product Management, Strategy
Education
San Francisco State University
B.A.
Ron Lau's Charles Schwab Experience June 2002 - April 2009
Job
Industry Financial Services
Experience
Silicon Valley Bank December 2012 - Present
Wells Fargo June 2010 - December 2012
Wells Fargo April 2009 - June 2010
Charles Schwab June 2002 - April 2009
QuantumShift 1999 - 2002
Electronic Data Systems June 1998 - June 1999
Ernst & Young, LLP January 1997 - June 1998
The Money Store 1992 - 1994
Skills
Management Consulting, Database Marketing, Analytics, Credit, Financial Analysis, Portfolio Management, Banking, Financial Modeling, Software Development, Business Analysis, Investments, Strategy
Education
San Francisco State University
Bachelor of Science
University of San Francisco
Master of Science
Silicon Valley Bank December 2012 - Present
Wells Fargo June 2010 - December 2012
Wells Fargo April 2009 - June 2010
Charles Schwab June 2002 - April 2009
QuantumShift 1999 - 2002
Electronic Data Systems June 1998 - June 1999
Ernst & Young, LLP January 1997 - June 1998
The Money Store 1992 - 1994
Skills
Management Consulting, Database Marketing, Analytics, Credit, Financial Analysis, Portfolio Management, Banking, Financial Modeling, Software Development, Business Analysis, Investments, Strategy
Education
San Francisco State University
Bachelor of Science
University of San Francisco
Master of Science
Teddy Nadell's Charles Schwab Experience January 2001 - January 2002
Job Media and Marketing Manager
Industry Marketing and Advertising
Experience
Starcom MediaVest Group September 2012 - Present
NBCUniversal, Inc. September 2011 - September 2012
ID Media (An Interpublic Group Company) November 2008 - February 2011
ID Media March 2007 - November 2008
ID Media November 2005 - March 2007
Lowe Bozell McAdams August 2004 - June 2005
McKesson January 2002 - August 2004
Charles Schwab January 2001 - January 2002
Harrison & Wilson & Associates April 2000 - October 2000
Z-Card North America November 1999 - April 2000
Skills
Direct Mail, Digital Media, Direct Marketing, Online Advertising, Media Planning, Integrated Marketing, Media Buying, Strategy, Creative Direction, Event Management, Marketing, Newsletters, Sponsorship, Digital Strategy, B2B, Television, Media Strategy, Digital Marketing, Radio, Advertising
Education
San Francisco State University 1998 — 2001
MSBA, Marketing with emphasis on Digital Marketing
University of California, Berkeley 1990 — 1995
B.A., English Literature
Poly Prep
Starcom MediaVest Group September 2012 - Present
NBCUniversal, Inc. September 2011 - September 2012
ID Media (An Interpublic Group Company) November 2008 - February 2011
ID Media March 2007 - November 2008
ID Media November 2005 - March 2007
Lowe Bozell McAdams August 2004 - June 2005
McKesson January 2002 - August 2004
Charles Schwab January 2001 - January 2002
Harrison & Wilson & Associates April 2000 - October 2000
Z-Card North America November 1999 - April 2000
Skills
Direct Mail, Digital Media, Direct Marketing, Online Advertising, Media Planning, Integrated Marketing, Media Buying, Strategy, Creative Direction, Event Management, Marketing, Newsletters, Sponsorship, Digital Strategy, B2B, Television, Media Strategy, Digital Marketing, Radio, Advertising
Education
San Francisco State University 1998 — 2001
MSBA, Marketing with emphasis on Digital Marketing
University of California, Berkeley 1990 — 1995
B.A., English Literature
Poly Prep
Michelle Goldfarb's Charles Schwab Experience March 2012 - November 2013
Job
Industry Financial Services
Experience
HighMark Capital Management February 2015 - Present
CounselWorks LLC November 2013 - February 2015
Charles Schwab March 2012 - November 2013
Charles Schwab March 2008 - March 2012
Charles Schwab November 2005 - February 2008
NASD October 2003 - October 2005
Charles Schwab October 2000 - October 2003
Novogradac & Company LLP January 2000 - October 2000
Education
San Francisco State University 2008 — 2010
MBA
University of San Francisco 1995 — 1999
BSBA
HighMark Capital Management February 2015 - Present
CounselWorks LLC November 2013 - February 2015
Charles Schwab March 2012 - November 2013
Charles Schwab March 2008 - March 2012
Charles Schwab November 2005 - February 2008
NASD October 2003 - October 2005
Charles Schwab October 2000 - October 2003
Novogradac & Company LLP January 2000 - October 2000
Education
San Francisco State University 2008 — 2010
MBA
University of San Francisco 1995 — 1999
BSBA
Bob Waters's Charles Schwab Experience July 2008 - January 2009
Job Business Analyst at BioMarin Pharmaceutical Inc.
Industry Information Technology and Services
Experience
BioMarin Pharmaceutical Inc. June 2014 - December 2014
Copart August 2013 - February 2014
CSI February 2013 - July 2013
HSBC, now CapitlOne December 2011 - October 2012
Wells Fargo Bank July 2010 - February 2012
Kaiser Permanente May 2009 - July 2010
Charles Schwab July 2008 - January 2009
Wells Fargo Bank October 2007 - March 2008
Bayer Pharmaceuticals May 2007 - October 2007
Visa October 2006 - March 2007
Skills
Business Analysis, Business Process, Project Management, SDLC, Vendor Management, Requirements Analysis, Program Management, PMP, Business Intelligence, Software Project..., Business Process..., Resource Management, Process Improvement, CRM, Change Management, Visio, Integration
Education
University of San Francisco 2002 — 2004
Masters, Information Systems
San Francisco State University
Masters, International relations
University of California, Berkeley
Bachelors, Political Science
BioMarin Pharmaceutical Inc. June 2014 - December 2014
Copart August 2013 - February 2014
CSI February 2013 - July 2013
HSBC, now CapitlOne December 2011 - October 2012
Wells Fargo Bank July 2010 - February 2012
Kaiser Permanente May 2009 - July 2010
Charles Schwab July 2008 - January 2009
Wells Fargo Bank October 2007 - March 2008
Bayer Pharmaceuticals May 2007 - October 2007
Visa October 2006 - March 2007
Skills
Business Analysis, Business Process, Project Management, SDLC, Vendor Management, Requirements Analysis, Program Management, PMP, Business Intelligence, Software Project..., Business Process..., Resource Management, Process Improvement, CRM, Change Management, Visio, Integration
Education
University of San Francisco 2002 — 2004
Masters, Information Systems
San Francisco State University
Masters, International relations
University of California, Berkeley
Bachelors, Political Science
Feliks Kerzhner's Charles Schwab Experience January 2000 - September 2001
Job Senior Software Developer
Industry Financial Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors January 2007 - December 2009
Wells Fargo September 2006 - January 2007
Bank of America October 2001 - September 2005
Charles Schwab January 2000 - September 2001
Alcatel June 1998 - December 2000
Education
San Francisco State University
BlackRock December 2009 - Present
Barclays Global Investors January 2007 - December 2009
Wells Fargo September 2006 - January 2007
Bank of America October 2001 - September 2005
Charles Schwab January 2000 - September 2001
Alcatel June 1998 - December 2000
Education
San Francisco State University
Patty Lum's Charles Schwab Experience October 2000 - October 2003
Job Executive Assistant at PG&E Company
Industry Executive Office
Experience
PG&E Company October 2003 - Present
Charles Schwab October 2000 - October 2003
Skills
Organizational..., Influential Communicator, Friendly Personality
Education
CCSF 1980 — 1982
Associate of Science (AS), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
San Francisco State University
Registered Nursing/Registered Nurse
PG&E Company October 2003 - Present
Charles Schwab October 2000 - October 2003
Skills
Organizational..., Influential Communicator, Friendly Personality
Education
CCSF 1980 — 1982
Associate of Science (AS), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
San Francisco State University
Registered Nursing/Registered Nurse
Norm Shikuzawa's Charles Schwab Experience 1983 - 1984
Job Risk Management Officer at Pacific Valley Bank
Industry Accounting
Experience
Pacific Valley Bank December 2010 - Present
UHY LLP August 2006 - July 2008
Jefferson Wells 2004 - 2006
KPMG Advisory 2000 - 2004
Charles Schwab 1983 - 1984
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, COSO, Banking, IT Audit
Education
San Francisco State University
BS
Pacific Valley Bank December 2010 - Present
UHY LLP August 2006 - July 2008
Jefferson Wells 2004 - 2006
KPMG Advisory 2000 - 2004
Charles Schwab 1983 - 1984
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, COSO, Banking, IT Audit
Education
San Francisco State University
BS
Paul Cuneo's Charles Schwab Experience 2005 - Present
Job Creative Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2005 - Present
Chevron 2004 - 2005
J. Walter Thompson Worldwide 1985 - 2003
Activision 1982 - 1985
Experience Also Includes 1980 - 1982
Skills
User Experience, Marketing Communications, Creative Direction, Marketing, Collateral, Television, CRM, Integrated Marketing, Creative Strategy, Art Direction, Storytelling, Corporate Identity, Content Strategy, Brand Development, Online Advertising, Interactive Advertising, Advertising, Concept Development, Digital Strategy, Corporate Branding, Interaction Design, Interactive Marketing
Education
San Francisco State University
Bachelor of Arts with honors, Comparative Literature
Charles Schwab 2005 - Present
Chevron 2004 - 2005
J. Walter Thompson Worldwide 1985 - 2003
Activision 1982 - 1985
Experience Also Includes 1980 - 1982
Skills
User Experience, Marketing Communications, Creative Direction, Marketing, Collateral, Television, CRM, Integrated Marketing, Creative Strategy, Art Direction, Storytelling, Corporate Identity, Content Strategy, Brand Development, Online Advertising, Interactive Advertising, Advertising, Concept Development, Digital Strategy, Corporate Branding, Interaction Design, Interactive Marketing
Education
San Francisco State University
Bachelor of Arts with honors, Comparative Literature
Shawna Moran's Charles Schwab Experience 2008 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2008 - Present
EffectiveUI 2007 - 2007
The Integer Group 2006 - 2007
WRP, The Amazing Race 2006 - 2006
Charles Schwab 2003 - 2006
Digitas 2000 - 2002
Diageo 1998 - 1999
Highway One 1997 - 1998
Education
San Francisco State University 1995 — 1997
Bachelor of Science in Business Administration, Marketing
Charles Schwab 2008 - Present
EffectiveUI 2007 - 2007
The Integer Group 2006 - 2007
WRP, The Amazing Race 2006 - 2006
Charles Schwab 2003 - 2006
Digitas 2000 - 2002
Diageo 1998 - 1999
Highway One 1997 - 1998
Education
San Francisco State University 1995 — 1997
Bachelor of Science in Business Administration, Marketing
Rachel Apalit's Charles Schwab Experience October 2003 - October 2007
Job Sales Support Specialist at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. 2007 - Present
Charles Schwab October 2003 - October 2007
Education
San Francisco State University
Business Administration
Charles Schwab & Co., Inc. 2007 - Present
Charles Schwab October 2003 - October 2007
Education
San Francisco State University
Business Administration
Malia Armstrong, CEP's Charles Schwab Experience August 1999 - January 2007
Job Manager, Stock Administration Albertsons Companies
Industry Food & Beverages
Experience
Albertsons Companies October 2015 - Present
Safeway September 2011 - April 2015
Dolby Technologies January 2007 - September 2011
Charles Schwab August 1999 - January 2007
Skills
Team Building, PeopleSoft, Deferred Compensation, Employee Benefits, Training, Project Management, Process Improvement, Microsoft Excel, Stocks, Employee Relations, Human Resources, Benefits Administration, Mergers, Leadership, Incentive Programs, Organizational..., Performance Management
Education
San Francisco State University 1997 — 1999
BA, Cinema
Albertsons Companies October 2015 - Present
Safeway September 2011 - April 2015
Dolby Technologies January 2007 - September 2011
Charles Schwab August 1999 - January 2007
Skills
Team Building, PeopleSoft, Deferred Compensation, Employee Benefits, Training, Project Management, Process Improvement, Microsoft Excel, Stocks, Employee Relations, Human Resources, Benefits Administration, Mergers, Leadership, Incentive Programs, Organizational..., Performance Management
Education
San Francisco State University 1997 — 1999
BA, Cinema
Kim Bates's Charles Schwab Experience 1982 - 2000
Job Penndragon Standard Poodles
Industry Publishing
Experience
charles schwab 1982 - 2000
Schwab 1982 - 2000
Education
San Francisco State University 1979 — 1983
charles schwab 1982 - 2000
Schwab 1982 - 2000
Education
San Francisco State University 1979 — 1983
Marcia Reisman's Charles Schwab Experience January 1994 - August 1994
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
PG&E 1990 - 1995
Charles Schwab January 1994 - August 1994
Skills
Public Speaking, Curriculum Development
Education
San Francisco State University 1987 — 1990
M.A.Ed, Educational Technology
University of California, Berkeley 1984 — 1984
Bachelor of Arts (B.A.), Legal Studies, General
PG&E 1990 - 1995
Charles Schwab January 1994 - August 1994
Skills
Public Speaking, Curriculum Development
Education
San Francisco State University 1987 — 1990
M.A.Ed, Educational Technology
University of California, Berkeley 1984 — 1984
Bachelor of Arts (B.A.), Legal Studies, General
Weicheng (Vincent) Jiang, MBA's Charles Schwab Experience January 2009 - June 2011
Job Sr. Manager, Enterprise Architecture & Private Cloud
Industry Semiconductors
Experience
Atmel Corporation June 2011 - Present
Charles Schwab January 2009 - June 2011
Charles Schwab January 2006 - December 2008
Charles Schwab November 2000 - January 2006
eve.com September 1999 - October 2000
Compaq April 1999 - October 1999
Skills
Web Services, XSLT, SOA, UML, JSP, JDBC, Ant, SQL, Oracle, JavaScript, Microsoft SQL Server, C#, Servlets, Databases, Visual Studio, CSS, Cloud Computing, AWS, Salesforce.com, Drupal, acquia, WordPress, Amazon Web Services..., Web Development, XML
Education
San Francisco State University 2006 — 2009
MBA, College of Business
South China University of Technology 1993 — 1997
B.S., Electrical Engineering
Atmel Corporation June 2011 - Present
Charles Schwab January 2009 - June 2011
Charles Schwab January 2006 - December 2008
Charles Schwab November 2000 - January 2006
eve.com September 1999 - October 2000
Compaq April 1999 - October 1999
Skills
Web Services, XSLT, SOA, UML, JSP, JDBC, Ant, SQL, Oracle, JavaScript, Microsoft SQL Server, C#, Servlets, Databases, Visual Studio, CSS, Cloud Computing, AWS, Salesforce.com, Drupal, acquia, WordPress, Amazon Web Services..., Web Development, XML
Education
San Francisco State University 2006 — 2009
MBA, College of Business
South China University of Technology 1993 — 1997
B.S., Electrical Engineering
Edwin Icban's Charles Schwab Experience May 1999 - December 2010
Job Associate Training Coordinator
Industry Human Resources
Experience
Genentech February 2014 - Present
San Francisco Department of Human Resources August 2012 - Present
Project Sunshine September 2003 - Present
Charles Schwab May 1999 - December 2010
Kenneth Cole Productions November 1999 - January 2009
Gap Inc./Gap June 1993 - March 1999
Skills
Time Management, Strategic Planning, Social Networking, Sales, Outlook, Program Management, Microsoft Excel, Nonprofits, Organizational..., Customer Service
Education
San Francisco State University 1990 — 1994
Genentech February 2014 - Present
San Francisco Department of Human Resources August 2012 - Present
Project Sunshine September 2003 - Present
Charles Schwab May 1999 - December 2010
Kenneth Cole Productions November 1999 - January 2009
Gap Inc./Gap June 1993 - March 1999
Skills
Time Management, Strategic Planning, Social Networking, Sales, Outlook, Program Management, Microsoft Excel, Nonprofits, Organizational..., Customer Service
Education
San Francisco State University 1990 — 1994
Jed Balce's Charles Schwab Experience April 1999 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Skills
Series 7, Business Requirements, Mutual Funds, Investments, Financial Services, Equities, Securities
Education
San Francisco State University
Finance, Business, Finance
Charles Schwab April 1999 - Present
Skills
Series 7, Business Requirements, Mutual Funds, Investments, Financial Services, Equities, Securities
Education
San Francisco State University
Finance, Business, Finance
Terry Wing's Charles Schwab Experience November 2007 - January 2009
Job Senior Traffic Manager (Contract)
Industry Marketing and Advertising
Experience
Wells Fargo (Contractor) March 2015 - Present
McKesson (Contractor) February 2014 - December 2014
Charles Schwab (Contractor) September 2013 - December 2013
Blue Shield of California March 2011 - September 2013
Blue Shield of California March 2009 - September 2013
Charles Schwab November 2007 - January 2009
Wachovia December 2005 - October 2007
Wachovia July 2002 - October 2007
Kensington 2000 - 2001
Krames Patient Education 1993 - 2000
Skills
Press Releases, Publishing, Integrated Marketing, Direct Marketing, Email Marketing, Advertising, Direct Mail, Marketing Communications, Digital Strategy, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Adobe Creative Suite, Brand Development, Corporate Branding, Graphic Design, Interactive Marketing, Creative Direction, Marketing, Digital Media, Web Analytics, SEM, SEO, Copywriting, Google Analytics, Content Strategy, Creative Strategy, E-commerce, Lead Generation, Brand Management, Mobile Marketing, Campaign Management, Content Management, Interactive Advertising, Analytics, Relationship Marketing, User Experience, Project Management, Facebook
Education
San Francisco State University 1982 — 1989
Bachelor's degree, Marketing and Advertising
Wells Fargo (Contractor) March 2015 - Present
McKesson (Contractor) February 2014 - December 2014
Charles Schwab (Contractor) September 2013 - December 2013
Blue Shield of California March 2011 - September 2013
Blue Shield of California March 2009 - September 2013
Charles Schwab November 2007 - January 2009
Wachovia December 2005 - October 2007
Wachovia July 2002 - October 2007
Kensington 2000 - 2001
Krames Patient Education 1993 - 2000
Skills
Press Releases, Publishing, Integrated Marketing, Direct Marketing, Email Marketing, Advertising, Direct Mail, Marketing Communications, Digital Strategy, Online Advertising, Digital Marketing, Social Media Marketing, Online Marketing, Adobe Creative Suite, Brand Development, Corporate Branding, Graphic Design, Interactive Marketing, Creative Direction, Marketing, Digital Media, Web Analytics, SEM, SEO, Copywriting, Google Analytics, Content Strategy, Creative Strategy, E-commerce, Lead Generation, Brand Management, Mobile Marketing, Campaign Management, Content Management, Interactive Advertising, Analytics, Relationship Marketing, User Experience, Project Management, Facebook
Education
San Francisco State University 1982 — 1989
Bachelor's degree, Marketing and Advertising
Benjamin Chin, PMP SCPM's Charles Schwab Experience 2015 - Present
Job Technical Project Manager Consultant at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab 2015 - Present
Visa 2013 - 2015
Visa 2012 - 2013
Bank of America 2011 - 2012
Wells Fargo & Company 2009 - 2011
Charles Schwab & Co., Inc. 2002 - 2009
Charles Schwab & Co., Inc. 1999 - 2002
Pacific Gas and Electric Company 1999 - 1999
Fleming Companies 1998 - 1999
Pacific Bell 1996 - 1998
Education
San Francisco State University 1984 — 1988
BS, Computer Information Systems
Charles Schwab 2015 - Present
Visa 2013 - 2015
Visa 2012 - 2013
Bank of America 2011 - 2012
Wells Fargo & Company 2009 - 2011
Charles Schwab & Co., Inc. 2002 - 2009
Charles Schwab & Co., Inc. 1999 - 2002
Pacific Gas and Electric Company 1999 - 1999
Fleming Companies 1998 - 1999
Pacific Bell 1996 - 1998
Education
San Francisco State University 1984 — 1988
BS, Computer Information Systems
Tessa (Hedstrom) Edwards's Charles Schwab Experience October 2014 - June 2015
Job Freelance Nonprofit, Government and Corporate Program Work
Industry Nonprofit Organization Management
Experience
Charles Schwab October 2014 - June 2015
HandsOn Bay Area October 2012 - October 2014
City Hall Fellows August 2013 - August 2014
Friends of the Gardens at Lake Merritt May 2013 - November 2013
Points of Light Institute/ Pacific Gas and Electric Company March 2013 - April 2013
HandsOn Bay Area July 2010 - October 2012
Hands On Bay Area September 2006 - July 2010
Hands On Bay Area September 2006 - July 2008
Skills
Volunteer Management, Non-profits, Event Management, Public Speaking, Program Development, Community Outreach, Volunteer Recruiting, Team Leadership, Project Management, Program Management, Program Evaluation, Community Organizing, Community Development, Volunteer Training, Leadership Development, Hiring Employees, Training, Cross-functional Team..., Strategic Leadership, Screening Resumes, Project Coordination, Corporate Social..., Corporate Events, Community Engagement, Community Building, Community Service, Strategy, Nonprofits, Public Relations, Grants, Fundraising, Leadership, Non-profit..., Research, Employee Training
Education
San Francisco State University 1999 — 2004
BA, Political Science (Racial Politics) and Speech and Communications - Intercultural Communication
Charles Schwab October 2014 - June 2015
HandsOn Bay Area October 2012 - October 2014
City Hall Fellows August 2013 - August 2014
Friends of the Gardens at Lake Merritt May 2013 - November 2013
Points of Light Institute/ Pacific Gas and Electric Company March 2013 - April 2013
HandsOn Bay Area July 2010 - October 2012
Hands On Bay Area September 2006 - July 2010
Hands On Bay Area September 2006 - July 2008
Skills
Volunteer Management, Non-profits, Event Management, Public Speaking, Program Development, Community Outreach, Volunteer Recruiting, Team Leadership, Project Management, Program Management, Program Evaluation, Community Organizing, Community Development, Volunteer Training, Leadership Development, Hiring Employees, Training, Cross-functional Team..., Strategic Leadership, Screening Resumes, Project Coordination, Corporate Social..., Corporate Events, Community Engagement, Community Building, Community Service, Strategy, Nonprofits, Public Relations, Grants, Fundraising, Leadership, Non-profit..., Research, Employee Training
Education
San Francisco State University 1999 — 2004
BA, Political Science (Racial Politics) and Speech and Communications - Intercultural Communication
Al Cudiamat's Charles Schwab Experience May 2012 - Present
Job Product Manager Advice & Supervisory Applications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Education
San Francisco State University
Charles Schwab May 2012 - Present
Education
San Francisco State University
Lawrence Ayson's Charles Schwab Experience February 2008 - Present
Job Director Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2008 - Present
Skills
Business Intelligence, Leadership, Product Management, Financial Services, Strategy, SDLC, Management, Project Management, Program Management, Business Analysis, Vendor Management, Strategic Planning, Risk Management, Project Portfolio...
Education
San Francisco State University 1990 — 1994
Bachelor's degree, Business Administration, Management and Operations
Charles Schwab February 2008 - Present
Skills
Business Intelligence, Leadership, Product Management, Financial Services, Strategy, SDLC, Management, Project Management, Program Management, Business Analysis, Vendor Management, Strategic Planning, Risk Management, Project Portfolio...
Education
San Francisco State University 1990 — 1994
Bachelor's degree, Business Administration, Management and Operations
Denise Lawson's Charles Schwab Experience February 2012 - Present
Job Senior Editor at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab February 2012 - Present
Goodby, Silverstein & Partners October 2011 - 2012
Publicis Modem June 2007 - August 2011
Kelsey St. Press January 1990 - January 2004
Sonoma State University American Language Institute January 1996 - January 1999
Carl Djerassi and Diane Middlebrook January 1994 - January 1995
Skills
Copywriting, Copy Editing, Proofreading, Editing, Email Marketing, Social Media, Content Management, Digital Media, InDesign, Press Releases, SEO, Adobe Acrobat, Facebook, Publishing, Marketing, Interactive Advertising, Content Strategy, Creative Strategy, Digital Strategy, Integrated Marketing, Newsletters, Content Development
Education
San Francisco State University
M.F.A., English/Creative Writing
School for International Training
M.A., Teaching English to Speakers of Other Langugages
University of California, Los Angeles
B.A., Communication Studies
Charles Schwab February 2012 - Present
Goodby, Silverstein & Partners October 2011 - 2012
Publicis Modem June 2007 - August 2011
Kelsey St. Press January 1990 - January 2004
Sonoma State University American Language Institute January 1996 - January 1999
Carl Djerassi and Diane Middlebrook January 1994 - January 1995
Skills
Copywriting, Copy Editing, Proofreading, Editing, Email Marketing, Social Media, Content Management, Digital Media, InDesign, Press Releases, SEO, Adobe Acrobat, Facebook, Publishing, Marketing, Interactive Advertising, Content Strategy, Creative Strategy, Digital Strategy, Integrated Marketing, Newsletters, Content Development
Education
San Francisco State University
M.F.A., English/Creative Writing
School for International Training
M.A., Teaching English to Speakers of Other Langugages
University of California, Los Angeles
B.A., Communication Studies
Lyndon Lim's Charles Schwab Experience May 2000 - Present
Job Technical Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2000 - Present
Pacific Gas & Electric December 1978 - April 2000
Education
San Francisco State University 1977 — 1982
B.S., Computer Science
Charles Schwab May 2000 - Present
Pacific Gas & Electric December 1978 - April 2000
Education
San Francisco State University 1977 — 1982
B.S., Computer Science
Kathryn Battles Tucker's Charles Schwab Experience January 1998 - 2002
Job Business Administration
Industry Financial Services
Experience
Tucker HomeCare July 2002 - Present
Charles Schwab January 1998 - 2002
Schwab Institutional January 1995 - January 1998
Education
San Francisco State University
Tucker HomeCare July 2002 - Present
Charles Schwab January 1998 - 2002
Schwab Institutional January 1995 - January 1998
Education
San Francisco State University
gina baluyut nguyen's Charles Schwab Experience June 1999 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
citibank 1990 - 1998
Education
San Francisco State University 1989 — 1992
Charles Schwab June 1999 - Present
citibank 1990 - 1998
Education
San Francisco State University 1989 — 1992
Kathy Heikes's Charles Schwab Experience November 2012 - Present
Job Datacom System DBA at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Clarke American, Harland Clarke February 1999 - November 2012
Harland Clarke / Clarke American 1999 - 2010
Skills
SDLC, DB2, JCL, SQL, Disaster Recovery, Enterprise Architecture, ITIL, Databases, Business Analysis, Data Warehousing, Requirements Analysis, COBOL, Mainframe, Database Design, Integration, CICS, Process Improvement, Microsoft SQL Server, Requirements Gathering, Visio, Unix, Vendor Management
Education
San Francisco State University 1965 — 1968
B.S.
Charles Schwab November 2012 - Present
Clarke American, Harland Clarke February 1999 - November 2012
Harland Clarke / Clarke American 1999 - 2010
Skills
SDLC, DB2, JCL, SQL, Disaster Recovery, Enterprise Architecture, ITIL, Databases, Business Analysis, Data Warehousing, Requirements Analysis, COBOL, Mainframe, Database Design, Integration, CICS, Process Improvement, Microsoft SQL Server, Requirements Gathering, Visio, Unix, Vendor Management
Education
San Francisco State University 1965 — 1968
B.S.
Carla Li's Charles Schwab Experience October 1996 - Present
Job Sr Staff Technology Soltns at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1996 - Present
us leasing 1987 - 1995
Education
San Francisco State University 1983 — 1987
Bachelor of Science, Business with Concentration in Information Systems
Charles Schwab October 1996 - Present
us leasing 1987 - 1995
Education
San Francisco State University 1983 — 1987
Bachelor of Science, Business with Concentration in Information Systems
Mei-Luh Lee's Charles Schwab Experience DirectorCharles Schwab Investment Management Inc.December 2000 - Present
Job Director at Charles Schwab Investment Management Inc.
Industry Investment Management
Experience
Charles Schwab DirectorCharles Schwab Investment Management Inc.December 2000 - Present
Charles Schwab Investment Management, Inc. 2000 - Present
Education
San Francisco State University
Charles Schwab DirectorCharles Schwab Investment Management Inc.December 2000 - Present
Charles Schwab Investment Management, Inc. 2000 - Present
Education
San Francisco State University
Lynne Shen's Charles Schwab Experience June 1999 - Present
Job Senior Technical Solution Staff at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Education
San Francisco State University 1982 — 1986
Bachelor's degree, Computer Science
Minh Duc 1966 — 1975
Charles Schwab June 1999 - Present
Education
San Francisco State University 1982 — 1986
Bachelor's degree, Computer Science
Minh Duc 1966 — 1975
Doug Chickering's Charles Schwab Experience 1991 - 2003
Job Owner, Critter Doctor Animal Hospital, LLC
Industry Medical Practice
Experience
Critter Doctor Animal Hospital 2003 - Present
Charles Schwab 1991 - 2003
Downtown Redding Business Assoc. 1986 - 1988
The Aline House, Inc. 1976 - 1984
San Francisco State University 1973 - 1977
Skills
Sales Management, Marketing Communications, Marketing, Web Marketing, Web Content, Website Promotion, Writing
Education
San Francisco State University 1972 — 1974
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
San Francisco State University 1965 — 1970
Bachelor of Arts (B.A.), English, emphasis on creative writing
Critter Doctor Animal Hospital 2003 - Present
Charles Schwab 1991 - 2003
Downtown Redding Business Assoc. 1986 - 1988
The Aline House, Inc. 1976 - 1984
San Francisco State University 1973 - 1977
Skills
Sales Management, Marketing Communications, Marketing, Web Marketing, Web Content, Website Promotion, Writing
Education
San Francisco State University 1972 — 1974
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor
San Francisco State University 1965 — 1970
Bachelor of Arts (B.A.), English, emphasis on creative writing
Jeff Naylor's Charles Schwab Experience April 1997 - November 2001
Job Technical Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo/Advantage Technical Resourcing June 2011 - December 2011
Wells Fargo Bank June 2009 - August 2011
Les Schwab Tire Centers November 2008 - April 2009
Charles Schwab & Company August 2002 - October 2008
Charles Schwab April 1997 - November 2001
Creative Leisure April 1993 - March 1995
Bank of America June 1980 - December 1985
Education
University of Vermont 1967 — 1971
BA, Zoology & Chemistry
San Francisco State University
MBA, Finance
Wells Fargo March 2012 - Present
Wells Fargo/Advantage Technical Resourcing June 2011 - December 2011
Wells Fargo Bank June 2009 - August 2011
Les Schwab Tire Centers November 2008 - April 2009
Charles Schwab & Company August 2002 - October 2008
Charles Schwab April 1997 - November 2001
Creative Leisure April 1993 - March 1995
Bank of America June 1980 - December 1985
Education
University of Vermont 1967 — 1971
BA, Zoology & Chemistry
San Francisco State University
MBA, Finance
Joann Szeto-Tan's Charles Schwab Experience July 1999 - Present
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1999 - Present
Wells Fargo Bank 1996 - 1999
Skills
Banking
Education
San Francisco State University
BA
Charles Schwab July 1999 - Present
Wells Fargo Bank 1996 - 1999
Skills
Banking
Education
San Francisco State University
BA
Jason Galang's Charles Schwab Experience June 2010 - Present
Job Grants Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
Education
San Francisco State University
Charles Schwab June 2010 - Present
Education
San Francisco State University
Vincent Bones, PMP's Charles Schwab Experience April 2013 - Present
Job Senior Product/Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab November 2011 - March 2013
First Republic Bank January 2011 - September 2011
Mechanics Bank May 2010 - August 2010
Charles Schwab January 2006 - February 2009
Mike McCall Landscape, Inc. January 2004 - December 2005
Tighe Drayage Company May 2002 - December 2003
Charles Schwab January 1990 - April 2002
Skills
Project Management, Vendor Management, Banking, Strategy, CRM, Operations Management
Education
San Francisco State University 1983 — 1986
BA, Economics
Charles Schwab April 2013 - Present
Charles Schwab November 2011 - March 2013
First Republic Bank January 2011 - September 2011
Mechanics Bank May 2010 - August 2010
Charles Schwab January 2006 - February 2009
Mike McCall Landscape, Inc. January 2004 - December 2005
Tighe Drayage Company May 2002 - December 2003
Charles Schwab January 1990 - April 2002
Skills
Project Management, Vendor Management, Banking, Strategy, CRM, Operations Management
Education
San Francisco State University 1983 — 1986
BA, Economics
Joanne Kujawa's Charles Schwab Experience January 2008 - Present
Job Sr. Administrative Assistant at Charles Schwab
Industry Human Resources
Experience
Charles Schwab January 2008 - Present
Champion International Corporation June 1976 - April 2004
Education
San Francisco State University 1961 — 1965
Elementary Education and Teaching
Charles Schwab January 2008 - Present
Champion International Corporation June 1976 - April 2004
Education
San Francisco State University 1961 — 1965
Elementary Education and Teaching
Karen Szeto's Charles Schwab Experience 1991 - 1995
Job Business Analyst Specialist HR Technology at Kaiser Permanante
Industry Hospital & Health Care
Experience
Kaiser Permanente 2009 - Present
Charles Schwab & Co., Inc. 2001 - 2009
Charles Schwab & Co., Inc. 2000 - 2001
Charles Schwab & Co., Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1997 - 1998
Charles Schwab & Co., Inc. 1995 - 1997
Charles Schwab 1991 - 1995
Charles Schwab 1989 - 1991
Charles Schwab 1987 - 1989
San Francisco Newspaper Agency 1986 - 1987
Skills
Vendor Management, Business Analysis, SDLC, PeopleSoft, Process Improvement, Lean Six Sigma, Project Management, Requirements Analysis, Requirements Gathering, Business Development, Business Process, Human Resources, Business Process..., Management, Visio, Employee Benefits, Program Management, Change Management
Education
San Francisco State University
B.S., Business Administration
Kaiser Permanente 2009 - Present
Charles Schwab & Co., Inc. 2001 - 2009
Charles Schwab & Co., Inc. 2000 - 2001
Charles Schwab & Co., Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1997 - 1998
Charles Schwab & Co., Inc. 1995 - 1997
Charles Schwab 1991 - 1995
Charles Schwab 1989 - 1991
Charles Schwab 1987 - 1989
San Francisco Newspaper Agency 1986 - 1987
Skills
Vendor Management, Business Analysis, SDLC, PeopleSoft, Process Improvement, Lean Six Sigma, Project Management, Requirements Analysis, Requirements Gathering, Business Development, Business Process, Human Resources, Business Process..., Management, Visio, Employee Benefits, Program Management, Change Management
Education
San Francisco State University
B.S., Business Administration
Ken Bakar's Charles Schwab Experience 1999 - 2004
Job Marketing Principal at CEG Worldwide
Industry Financial Services
Experience
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
Kris Galenski's Charles Schwab Experience August 1998 - June 2006
Job President JM Financial
Industry Financial Services
Experience
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
JM Financial August 2015 - Present
OneAmerica Securities June 2009 - August 2015
AXA Equitable September 2006 - December 2009
Charles Schwab August 1998 - June 2006
Education
San Francisco State University 2006 — 2007
BS, Finance
Holden Hom's Charles Schwab Experience August 1993 - February 2011
Job Brokerage Operations and Margins Information Architect
Industry Financial Services
Experience
Charles Schwab August 1993 - February 2011
Education
San Francisco State University 1976 — 1978
B.A., Radio and Television
Charles Schwab August 1993 - February 2011
Education
San Francisco State University 1976 — 1978
B.A., Radio and Television
JoAnne Nadritch's Charles Schwab Experience 1997 - 2005
Job CEO at Rocks in Our Heads
Industry Information Technology and Services
Experience
Rocks in Our Heads 2006 - Present
Charles Schwab 1997 - 2005
Union Pacific Railroad/Southern Pacific Railroad 1992 - 1997
Royal Cathay Trading Company 1990 - 1992
Education
San Francisco State University 1987 — 1990
MBA, Marketing & International Business
Sophia International University (Jochi Kokusai Daigaku) 1975 — 1978
BA, History & Political Science
Rocks in Our Heads 2006 - Present
Charles Schwab 1997 - 2005
Union Pacific Railroad/Southern Pacific Railroad 1992 - 1997
Royal Cathay Trading Company 1990 - 1992
Education
San Francisco State University 1987 — 1990
MBA, Marketing & International Business
Sophia International University (Jochi Kokusai Daigaku) 1975 — 1978
BA, History & Political Science
Carol Yarbrough's Charles Schwab Experience 1999 - 2001
Job Business Operations Manager, Telehealth Resource Center at UCSF Medical Center
Industry Hospital & Health Care
Experience
UCSF Medical Center August 2015 - Present
UCSF October 2011 - August 2015
UCSF Dept of Ophthalmology January 2010 - November 2011
UCSF December 2008 - January 2010
UCSF 2005 - 2005
UCSF 2005 - 2005
UCSF 2005 - 2005
UCSF 2005 - 2005
Charles Schwab 1999 - 2001
Skills
Auditing, HIPAA, Revenue Cycle, Healthcare, Medical Coding, Healthcare Management, Healthcare Information..., Medical Billing, Hospitals, EHR, EMR, Epic Systems, Data Analysis
Education
San Francisco State University 1986 — 1987
Secondary Teaching Credential, English
UC Davis
Bachelor of Arts (B.A.), English Language and Literature, General
University of Phoenix - San Francisco Campus
MBA, Technology Management
UCSF Medical Center August 2015 - Present
UCSF October 2011 - August 2015
UCSF Dept of Ophthalmology January 2010 - November 2011
UCSF December 2008 - January 2010
UCSF 2005 - 2005
UCSF 2005 - 2005
UCSF 2005 - 2005
UCSF 2005 - 2005
Charles Schwab 1999 - 2001
Skills
Auditing, HIPAA, Revenue Cycle, Healthcare, Medical Coding, Healthcare Management, Healthcare Information..., Medical Billing, Hospitals, EHR, EMR, Epic Systems, Data Analysis
Education
San Francisco State University 1986 — 1987
Secondary Teaching Credential, English
UC Davis
Bachelor of Arts (B.A.), English Language and Literature, General
University of Phoenix - San Francisco Campus
MBA, Technology Management
Edward So's Charles Schwab Experience 1995 - 1999
Job Managing Director at Golden State Advisors
Industry Financial Services
Experience
Golden State Advisors March 2008 - Present
Wells Fargo Investments 2002 - 2008
Prudential Securities 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Restricted Stock, 10b5-1 Plans, Employee Stock Options, RSU, Charitable Gift Fund, Charitable Remainder..., Tax Efficient Investing, International Investing, Portfolio Management, Asset Allocation, Stocks, Bonds, Mutual Funds, Wealth Management, Gifting Strategies, Start-ups, Real Estate, Life Insurance, Long Term Care Insurance, Investment Strategies
Education
San Francisco State University 1995 — 1997
MBA, FINANCE
Golden State Advisors March 2008 - Present
Wells Fargo Investments 2002 - 2008
Prudential Securities 1999 - 2002
Charles Schwab 1995 - 1999
Skills
Restricted Stock, 10b5-1 Plans, Employee Stock Options, RSU, Charitable Gift Fund, Charitable Remainder..., Tax Efficient Investing, International Investing, Portfolio Management, Asset Allocation, Stocks, Bonds, Mutual Funds, Wealth Management, Gifting Strategies, Start-ups, Real Estate, Life Insurance, Long Term Care Insurance, Investment Strategies
Education
San Francisco State University 1995 — 1997
MBA, FINANCE
Farin Januszewski's Charles Schwab Experience June 2014 - Present
Job Strategy Director
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Infosys October 2002 - June 2014
Sapient 1992 - 2002
Avenue Technologies 1990 - 1996
Deloitte 1989 - 1990
Wells Fargo 1988 - 1989
Skills
IT Strategy, Global Delivery, SDLC, Requirements Analysis, Solution Architecture, Business Transformation, Business Analysis, Pre-sales, Program Management, Business Intelligence, Business Process..., Management Consulting, Requirements Gathering, Business Process, Vendor Management, Business Process..., Outsourcing, Project Portfolio..., Business Process Design, Process Consulting, Agile Methodologies, Integration, Strategy, Change Management, Project Management, Cloud Computing, CRM, Offshoring, SOA, Project Governance, Software Development, Resource Management, Project Delivery, Business Process..., Enterprise Software, SaaS, Agile Project Management, Business Strategy, Business Case, Risk Management, ITIL, PMP, Software Project...
Education
San Francisco State University 1983 — 1986
Bachelor of Science (BS), Finance, General
Charles Schwab June 2014 - Present
Infosys October 2002 - June 2014
Sapient 1992 - 2002
Avenue Technologies 1990 - 1996
Deloitte 1989 - 1990
Wells Fargo 1988 - 1989
Skills
IT Strategy, Global Delivery, SDLC, Requirements Analysis, Solution Architecture, Business Transformation, Business Analysis, Pre-sales, Program Management, Business Intelligence, Business Process..., Management Consulting, Requirements Gathering, Business Process, Vendor Management, Business Process..., Outsourcing, Project Portfolio..., Business Process Design, Process Consulting, Agile Methodologies, Integration, Strategy, Change Management, Project Management, Cloud Computing, CRM, Offshoring, SOA, Project Governance, Software Development, Resource Management, Project Delivery, Business Process..., Enterprise Software, SaaS, Agile Project Management, Business Strategy, Business Case, Risk Management, ITIL, PMP, Software Project...
Education
San Francisco State University 1983 — 1986
Bachelor of Science (BS), Finance, General
Lorena Moudi's Charles Schwab Experience 2003 - 2004
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Morgan Stanley 2013 - Present
Litman Gregory 2012 - 2013
David White & Associates 2009 - 2011
Charles Schwab 2003 - 2004
Merrill Lynch 1999 - 2003
Matthews International Capital Management 1996 - 1998
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Portfolio Management, Wealth Management, Hedge Funds, Equities, Asset Managment, Investments, Wealth Accumulation, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management..., Financial Advisory, Investment Advisory, Series 63, Retirement, Estate Planning, Life Insurance, Securities, Investment Management
Education
San Francisco State University
Roosevelt Tang's Charles Schwab Experience September 1997 - March 2007
Job Director (AVP) at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Wealth Management January 2009 - January 2012
Morgan Stanley Wealth Management April 2007 - January 2009
Charles Schwab September 1997 - March 2007
Bank of America February 1992 - September 1997
Education
San Francisco State University
Banking and Finance
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Wealth Management January 2009 - January 2012
Morgan Stanley Wealth Management April 2007 - January 2009
Charles Schwab September 1997 - March 2007
Bank of America February 1992 - September 1997
Education
San Francisco State University
Banking and Finance
Jim Valencia's Charles Schwab Experience May 2000 - July 2001
Job Experienced Analytics and Training Professional
Industry Professional Training & Coaching
Experience
Independent Contractor - Corporate Training and Consulting August 2006 - Present
Wells Fargo Bank September 2004 - July 2006
Wells Fargo Bank October 2003 - September 2004
City of Kobe (Japan) Board of Education August 2001 - July 2003
Charles Schwab May 2000 - July 2001
Wells Fargo Bank November 1998 - May 2000
Wells Fargo Bank April 1997 - November 1998
Wells Fargo May 1995 - April 1997
Skills
Risk Management, Training, Strategy, Business Analysis, Portfolio Management, Sales, Project Management, Banking, Analysis, Commercial Banking, Management Consulting, Change Management, Strategic Planning, Cash Management, Program Management, Leadership Development, Management, Coaching, Business Development, Vendor Management, Negotiation, Team Building, Marketing, Business Strategy, Relationship Management, Cross-functional Team..., Finance, Financial Services, Data Analysis, Talent Acquisition, Instructional Design, Succession Planning, Analytics, SQL
Education
San Francisco State University 1989 — 1994
Bachelor of Science (B.S.), International Business, 3.65 GPA
Independent Contractor - Corporate Training and Consulting August 2006 - Present
Wells Fargo Bank September 2004 - July 2006
Wells Fargo Bank October 2003 - September 2004
City of Kobe (Japan) Board of Education August 2001 - July 2003
Charles Schwab May 2000 - July 2001
Wells Fargo Bank November 1998 - May 2000
Wells Fargo Bank April 1997 - November 1998
Wells Fargo May 1995 - April 1997
Skills
Risk Management, Training, Strategy, Business Analysis, Portfolio Management, Sales, Project Management, Banking, Analysis, Commercial Banking, Management Consulting, Change Management, Strategic Planning, Cash Management, Program Management, Leadership Development, Management, Coaching, Business Development, Vendor Management, Negotiation, Team Building, Marketing, Business Strategy, Relationship Management, Cross-functional Team..., Finance, Financial Services, Data Analysis, Talent Acquisition, Instructional Design, Succession Planning, Analytics, SQL
Education
San Francisco State University 1989 — 1994
Bachelor of Science (B.S.), International Business, 3.65 GPA
Manori Thakur's Charles Schwab Experience June 2014 - Present
Job Android Applications Developer
Industry Wireless
Experience
Charles Schwab June 2014 - Present
MobiTV August 2011 - May 2014
San Francisco State University January 2011 - May 2011
Cognizant Technology Solutions January 2007 - August 2008
Skills
Android, Lua, Java, Eclipse, iOS development, Facebook API, PHP, Software Engineering
Education
San Francisco State University 2009 — 2011
Master of Science, Computer Science
University of Pune 2002 — 2006
BS, Electronics and Telecom
Charles Schwab June 2014 - Present
MobiTV August 2011 - May 2014
San Francisco State University January 2011 - May 2011
Cognizant Technology Solutions January 2007 - August 2008
Skills
Android, Lua, Java, Eclipse, iOS development, Facebook API, PHP, Software Engineering
Education
San Francisco State University 2009 — 2011
Master of Science, Computer Science
University of Pune 2002 — 2006
BS, Electronics and Telecom
Ted Reed's Charles Schwab Experience June 1996 - September 2004
Job Public Affairs Officer at Apple
Industry Electrical/Electronic Manufacturing
Experience
Public Affairs Jobs HQ May 2012 - Present
ArcSight / HP February 2009 - May 2011
Surfaceink February 2007 - May 2009
Stop Lock October 2004 - January 2007
Charles Schwab June 1996 - September 2004
Chevron September 1989 - May 1996
Skills
Product Development, Product Management, Cross-functional Team..., Product Marketing, Manufacturing, Consumer Electronics, Product Design, Sales Process, Engineering, Salesforce.com, Start-ups, Program Management, Sales Management, New Business Development, Competitive Analysis, Account Management, Business Strategy, Leadership, Team Leadership, Team Building
Education
San Francisco State University 1993 — 1996
Business, Management, Marketing, and Related Support Services
sfcc 1991 — 1993
Associate's degree, RE
Public Affairs Jobs HQ May 2012 - Present
ArcSight / HP February 2009 - May 2011
Surfaceink February 2007 - May 2009
Stop Lock October 2004 - January 2007
Charles Schwab June 1996 - September 2004
Chevron September 1989 - May 1996
Skills
Product Development, Product Management, Cross-functional Team..., Product Marketing, Manufacturing, Consumer Electronics, Product Design, Sales Process, Engineering, Salesforce.com, Start-ups, Program Management, Sales Management, New Business Development, Competitive Analysis, Account Management, Business Strategy, Leadership, Team Leadership, Team Building
Education
San Francisco State University 1993 — 1996
Business, Management, Marketing, and Related Support Services
sfcc 1991 — 1993
Associate's degree, RE
Loretta Wong's Charles Schwab Experience 2004 - 2005
Job Administration
Industry Management Consulting
Experience
Deloitte 2005 - 2012
Charles Schwab 2004 - 2005
DHL 2002 - 2004
Franklin Templeton Investments 2001 - 2002
Wells Fargo 1999 - 2000
Skills
Outlook, Microsoft Office, Project Management, PowerPoint, Management, Event Management, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Leadership, Team Building, Teamwork, Strategic Planning, Event Planning, Administrative..., Research, Data Entry, Calendars, Training, Proposal Writing, Time Management, Marketing Communications, Financial Analysis, Analysis, Marketing, Sales, Financial Reporting, Software Documentation, Program Management, Management Consulting, Change Management, Access, Forecasting, Accounting
Education
San Francisco State University
Business Administration
Deloitte 2005 - 2012
Charles Schwab 2004 - 2005
DHL 2002 - 2004
Franklin Templeton Investments 2001 - 2002
Wells Fargo 1999 - 2000
Skills
Outlook, Microsoft Office, Project Management, PowerPoint, Management, Event Management, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Leadership, Team Building, Teamwork, Strategic Planning, Event Planning, Administrative..., Research, Data Entry, Calendars, Training, Proposal Writing, Time Management, Marketing Communications, Financial Analysis, Analysis, Marketing, Sales, Financial Reporting, Software Documentation, Program Management, Management Consulting, Change Management, Access, Forecasting, Accounting
Education
San Francisco State University
Business Administration
Donna Ushijima's Charles Schwab Experience Application software developerAmerican President Co1988 - 1990
Job Application Software Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Application software developerAmerican President Co1988 - 1990
The Harper Group 1985 - 1987
California Pacific Insurance Services 1978 - 1985
Education
San Francisco State University
Charles Schwab Application software developerAmerican President Co1988 - 1990
The Harper Group 1985 - 1987
California Pacific Insurance Services 1978 - 1985
Education
San Francisco State University
David Stranahan's Charles Schwab Experience August 1996 - Present
Job Schwab Business Intelligence Senior Staff at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1996 - Present
Charles Schwab June 1993 - 1996
Charles Schwab September 1991 - 1993
Charles Schwab December 1985 - July 1989
Northeast Institute of Technology July 1984 - July 1985
Charles Schwab October 1982 - June 1984
East West Newspaper January 1981 - June 1983
Oakland Tribune October 1982 - May 1983
Skills
Series 7, Mutual Funds, Teradata, Business Objects, Business Intelligence, Microsoft Office, Microsoft Excel, PowerPoint, Series 63, Microsoft Word, Microsoft SQL Server, SQL, SAS, ETFs, Unix, Asset Management, Management
Education
University of Hawaii at Manoa 1989 — 1991
MA, Chinese Language & Literature
San Francisco State University 1986 — 1989
BA, Chinese Language
San Francisco State University 1980 — 1982
BA, Broadcast Communication Arts
Pasadena City College 1977 — 1980
AA, Broadcasting
Charles Schwab August 1996 - Present
Charles Schwab June 1993 - 1996
Charles Schwab September 1991 - 1993
Charles Schwab December 1985 - July 1989
Northeast Institute of Technology July 1984 - July 1985
Charles Schwab October 1982 - June 1984
East West Newspaper January 1981 - June 1983
Oakland Tribune October 1982 - May 1983
Skills
Series 7, Mutual Funds, Teradata, Business Objects, Business Intelligence, Microsoft Office, Microsoft Excel, PowerPoint, Series 63, Microsoft Word, Microsoft SQL Server, SQL, SAS, ETFs, Unix, Asset Management, Management
Education
University of Hawaii at Manoa 1989 — 1991
MA, Chinese Language & Literature
San Francisco State University 1986 — 1989
BA, Chinese Language
San Francisco State University 1980 — 1982
BA, Broadcast Communication Arts
Pasadena City College 1977 — 1980
AA, Broadcasting
Deborah Allmon's Charles Schwab Experience January 1999 - January 2001
Job Director, Global Support and Services
Industry Financial Services
Experience
eSignal March 2012 - Present
Interactive Data Corporation 2005 - Present
eSignal, a division of Interactive Data Corporation 2005 - Present
eSignal, Interactive Data 2001 - Present
Charles Schwab January 1999 - January 2001
Levi Strauss & Co. January 1995 - October 1998
Skills
Windows, Customer Relations, Outlook, Analytics, Vendor Management, Team Leadership, Call Centers, Analysis, Customer Service, Business Analysis, Salesforce.com, Product Management, Troubleshooting, Project Management, Financial Markets, Financial Services, Equities, Trading, Trading Systems, Management, Market Data
Education
San Francisco State University 1967 — 1971
BS, Anthropology
eSignal March 2012 - Present
Interactive Data Corporation 2005 - Present
eSignal, a division of Interactive Data Corporation 2005 - Present
eSignal, Interactive Data 2001 - Present
Charles Schwab January 1999 - January 2001
Levi Strauss & Co. January 1995 - October 1998
Skills
Windows, Customer Relations, Outlook, Analytics, Vendor Management, Team Leadership, Call Centers, Analysis, Customer Service, Business Analysis, Salesforce.com, Product Management, Troubleshooting, Project Management, Financial Markets, Financial Services, Equities, Trading, Trading Systems, Management, Market Data
Education
San Francisco State University 1967 — 1971
BS, Anthropology
Angela Chew's Charles Schwab Experience September 2011 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Equities, Uniform Combined State..., Loans, Credit, Mortgage Lending, Credit Analysis, Banking, Retail Banking, Finance, Financial Services, Retirement Planning, Asset Allocation, Fixed Income, Financial Risk
Education
San Francisco State University
BS, Accounting and Finance
Charles Schwab September 2011 - Present
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Equities, Uniform Combined State..., Loans, Credit, Mortgage Lending, Credit Analysis, Banking, Retail Banking, Finance, Financial Services, Retirement Planning, Asset Allocation, Fixed Income, Financial Risk
Education
San Francisco State University
BS, Accounting and Finance
Lyn Fulkerson's Charles Schwab Experience September 2007 - October 2009
Job Freelance Cellist and Librarian
Industry Information Services
Experience
Berkeley Public Library May 2013 - Present
UC Berkeley 2011 - Present
Lyn Fulkerson, Cellist 1996 - Present
First Presbyterian Church of Berkeley March 2010 - July 2013
San Francisco Conservatory of Music March 2011 - October 2011
San Francisco Conservatory of Music January 2011 - March 2011
Charles Schwab September 2007 - October 2009
Volti 2002 - 2007
SF Chamber Singers (now Volti) 2002 - 2002
Skills
Music Librarianship, Library Reference, cello, Chamber Music, Business Resources, Can Read Music, Volunteer Management, Research, Community Outreach, Vocal Coaching, Music Theory, Editing, Music, Orchestral Music, Classical, Library Science, Nonprofits, Music Education, Opera, Teaching, Theatre, Performing Arts, Cello, Piano, Composition, Fundraising, Accompaniment, Vocal, Spanish, Recording, Choral
Education
San Francisco State University
Master of Music, Music
University of Washington
Bachelor of Arts, Music
University of Washington
Master of Library & Information Science (MLIS), Library and Information Science
Berkeley Public Library May 2013 - Present
UC Berkeley 2011 - Present
Lyn Fulkerson, Cellist 1996 - Present
First Presbyterian Church of Berkeley March 2010 - July 2013
San Francisco Conservatory of Music March 2011 - October 2011
San Francisco Conservatory of Music January 2011 - March 2011
Charles Schwab September 2007 - October 2009
Volti 2002 - 2007
SF Chamber Singers (now Volti) 2002 - 2002
Skills
Music Librarianship, Library Reference, cello, Chamber Music, Business Resources, Can Read Music, Volunteer Management, Research, Community Outreach, Vocal Coaching, Music Theory, Editing, Music, Orchestral Music, Classical, Library Science, Nonprofits, Music Education, Opera, Teaching, Theatre, Performing Arts, Cello, Piano, Composition, Fundraising, Accompaniment, Vocal, Spanish, Recording, Choral
Education
San Francisco State University
Master of Music, Music
University of Washington
Bachelor of Arts, Music
University of Washington
Master of Library & Information Science (MLIS), Library and Information Science
Elaine Keratzides's Charles Schwab Experience June 1989 - January 1997
Job Sr. Financial Analyst at Levi Strauss & Co.
Industry Apparel & Fashion
Experience
Levis Strauss January 2003 - Present
Micromuse Inc January 2001 - January 2002
Indus International January 2000 - January 2001
Hewlett Packard Company January 1997 - January 2000
Charles Schwab June 1989 - January 1997
Education
University of San Francisco
MBA, Finance
San Francisco State University
BA, Economics
Levis Strauss January 2003 - Present
Micromuse Inc January 2001 - January 2002
Indus International January 2000 - January 2001
Hewlett Packard Company January 1997 - January 2000
Charles Schwab June 1989 - January 1997
Education
University of San Francisco
MBA, Finance
San Francisco State University
BA, Economics
Raymond Chu's Charles Schwab Experience January 2000 - December 2001
Job Assistant Vice President Business Consultant at Bank of America merchant service
Industry Financial Services
Experience
Bank of America Merchant Services August 2014 - Present
On Lok Lifeways October 2008 - August 2014
AT&T December 2003 - December 2007
San Francisco Department of the Environment December 2001 - November 2003
Charles Schwab January 2000 - December 2001
Skills
Marketing, Advertising, Community Outreach, Nonprofits, Event Planning, Volunteer Management, Program Development, Fundraising, Healthcare, Public Speaking, Social Services, Managed Care, Case Management, Public Relations, Social Media
Education
San Francisco State University
BS, Marketing
Bank of America Merchant Services August 2014 - Present
On Lok Lifeways October 2008 - August 2014
AT&T December 2003 - December 2007
San Francisco Department of the Environment December 2001 - November 2003
Charles Schwab January 2000 - December 2001
Skills
Marketing, Advertising, Community Outreach, Nonprofits, Event Planning, Volunteer Management, Program Development, Fundraising, Healthcare, Public Speaking, Social Services, Managed Care, Case Management, Public Relations, Social Media
Education
San Francisco State University
BS, Marketing
Hank Guilbert's Charles Schwab Experience 2006 - Present
Job Project Manager II at Charles Schwab Risk Management & Investigations Dept.
Industry Financial Services
Experience
Charles Schwab 2006 - Present
Charles Schwab 1990 - 2005
Education
San Francisco State University 1978 — 1979
Legal
Skyline College 1975 — 1977
AA, Legal
Charles Schwab 2006 - Present
Charles Schwab 1990 - 2005
Education
San Francisco State University 1978 — 1979
Legal
Skyline College 1975 — 1977
AA, Legal
Laivu Huynh's Charles Schwab Experience December 2014 - Present
Job Lead Senior Accountant at Wells Fargo
Industry Insurance
Experience
Wells Fargo May 2015 - Present
Charles Schwab December 2014 - Present
AssetMark September 2007 - Present
WACHOVIA SECURITIES (FORMERLY ATLAS SECURITIES & ATLAS ADVISERS) January 2001 - January 2007
Dynavax Technologies January 2000 - January 2001
SOUTHEAST ASIAN COMMUNITY CENTER January 2000 - May 2000
US TOURS & REMITTENT January 1997 - January 1999
COLLEGE OF ALAMEDA January 1995 - January 1997
Skills
Financial Reporting, GAAP, Budgets, Incentive Programs, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Finance, Financial Services, Variance Analysis, Risk Management, Retirement Planning, Essbase, Hyperion Enterprise, Insurance, Investment Advisory, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Account Reconciliation
Education
San Francisco State University 1998 — 2000
BS, Finance and Banking in
College of Alameda 1995 — 1997
Wells Fargo May 2015 - Present
Charles Schwab December 2014 - Present
AssetMark September 2007 - Present
WACHOVIA SECURITIES (FORMERLY ATLAS SECURITIES & ATLAS ADVISERS) January 2001 - January 2007
Dynavax Technologies January 2000 - January 2001
SOUTHEAST ASIAN COMMUNITY CENTER January 2000 - May 2000
US TOURS & REMITTENT January 1997 - January 1999
COLLEGE OF ALAMEDA January 1995 - January 1997
Skills
Financial Reporting, GAAP, Budgets, Incentive Programs, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Finance, Financial Services, Variance Analysis, Risk Management, Retirement Planning, Essbase, Hyperion Enterprise, Insurance, Investment Advisory, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Account Reconciliation
Education
San Francisco State University 1998 — 2000
BS, Finance and Banking in
College of Alameda 1995 — 1997
Karen Zwink's Charles Schwab Experience January 2015 - Present
Job Senior Team Manager, Training at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab January 2012 - January 2015
Charles Schwab March 2008 - January 2012
Accenture 2003 - 2008
Skills
Training, Learning Management, Leadership, Instructional Design, Performance Consulting, Project Management, Program Management, Talent Management, ADDIE, Needs Analysis, Blended Learning, Instructor-led Training, E-Learning, Training Delivery, Learning Management..., Employee Training, Captivate, SnagIt
Education
San Francisco State University
Secondary Education and Teaching
University of Colorado Boulder
Bachelor's Degree
Charles Schwab January 2015 - Present
Charles Schwab January 2012 - January 2015
Charles Schwab March 2008 - January 2012
Accenture 2003 - 2008
Skills
Training, Learning Management, Leadership, Instructional Design, Performance Consulting, Project Management, Program Management, Talent Management, ADDIE, Needs Analysis, Blended Learning, Instructor-led Training, E-Learning, Training Delivery, Learning Management..., Employee Training, Captivate, SnagIt
Education
San Francisco State University
Secondary Education and Teaching
University of Colorado Boulder
Bachelor's Degree
John Niimi's Charles Schwab Experience October 1984 - January 2001
Job Solutions Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Pupukea Project Management January 2001 - September 2011
Charles Schwab October 1984 - January 2001
Skills
Business Analysis, User Acceptance Testing, SDLC, Project Management, Process Improvement, Finance, Vendor Management, Software Development, Business Requirements, Mutual Funds
Education
San Francisco State University
MBA
University of Puget Sound
BA
LPL Financial October 2010 - Present
Pupukea Project Management January 2001 - September 2011
Charles Schwab October 1984 - January 2001
Skills
Business Analysis, User Acceptance Testing, SDLC, Project Management, Process Improvement, Finance, Vendor Management, Software Development, Business Requirements, Mutual Funds
Education
San Francisco State University
MBA
University of Puget Sound
BA
Wendy Tong Perez's Charles Schwab Experience May 2004 - October 2005
Job Financial Accounting Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company January 2013 - Present
UnitedHealth Group - OptumHealth October 2011 - January 2013
McKesson Corporation January 2011 - September 2011
Charles Schwab Bank October 2005 - January 2011
Charles Schwab May 2004 - October 2005
Charles Schwab April 2000 - May 2004
Indus International August 1998 - August 2000
Indus International July 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Accounting, Training, Internal Audit, Accounts Receivable, Forecasting, Internal Controls, Account Reconciliation
Education
San Francisco State University
B.S., Accounting & Management
Pacific Gas and Electric Company January 2013 - Present
UnitedHealth Group - OptumHealth October 2011 - January 2013
McKesson Corporation January 2011 - September 2011
Charles Schwab Bank October 2005 - January 2011
Charles Schwab May 2004 - October 2005
Charles Schwab April 2000 - May 2004
Indus International August 1998 - August 2000
Indus International July 1994 - July 1998
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Accounting, Training, Internal Audit, Accounts Receivable, Forecasting, Internal Controls, Account Reconciliation
Education
San Francisco State University
B.S., Accounting & Management
Alan Gelman's Charles Schwab Experience June 1989 - October 2010
Job Retired
Industry Financial Services
Experience
Alpha Fiduciary January 2011 - June 2011
Charles Schwab June 1989 - October 2010
Education
San Francisco State University 1981 — 1985
Bachelor of Arts, Human Movement Studies
Alpha Fiduciary January 2011 - June 2011
Charles Schwab June 1989 - October 2010
Education
San Francisco State University 1981 — 1985
Bachelor of Arts, Human Movement Studies
Ed Alcazar's Charles Schwab Experience
Job Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Microsoft SQL Server, C#, Project Management, SDLC, Business Analysis, Business Intelligence, Risk Management, Leadership, Software Project..., Financial Services, Requirements Analysis, SharePoint, Databases, SQL, Agile Methodologies, Management
Education
San Francisco State University 1993 — 1996
BA, Political Science
Charles Schwab
Skills
Microsoft SQL Server, C#, Project Management, SDLC, Business Analysis, Business Intelligence, Risk Management, Leadership, Software Project..., Financial Services, Requirements Analysis, SharePoint, Databases, SQL, Agile Methodologies, Management
Education
San Francisco State University 1993 — 1996
BA, Political Science
E. Mark Moon's Charles Schwab Experience January 1996 - October 2004
Job AVP, Financial Solutions Advisor at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America October 2011 - Present
Wells Fargo Advisors June 2005 - January 2011
Charles Schwab January 1996 - October 2004
Smith Barney January 1989 - October 1994
Skills
Series 7, Uniform Combined State..., Wealth Management, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Wealth Management..., Financial Services, FINRA, Fixed Income, Financial Planning, Estate Planning, Finance, Financial Advisory, High Net Worth..., Insurance
Education
University of California, San Francisco 1982 — 1986
Doctor of Pharmacy, Pharmacy
San Francisco State University 1981 — 1982
Bachelor of Arts, Biochemistry/Molecular Biology, Double Major
Merrill Lynch / Bank of America October 2011 - Present
Wells Fargo Advisors June 2005 - January 2011
Charles Schwab January 1996 - October 2004
Smith Barney January 1989 - October 1994
Skills
Series 7, Uniform Combined State..., Wealth Management, Series 63, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Retirement Planning, Retirement, Strategic Financial..., Wealth Management..., Financial Services, FINRA, Fixed Income, Financial Planning, Estate Planning, Finance, Financial Advisory, High Net Worth..., Insurance
Education
University of California, San Francisco 1982 — 1986
Doctor of Pharmacy, Pharmacy
San Francisco State University 1981 — 1982
Bachelor of Arts, Biochemistry/Molecular Biology, Double Major
Luciano Trentoni's Charles Schwab Experience November 2012 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Charles Schwab November 2012 - Present
Merrill Lynch August 2011 - November 2012
Wells Fargo Advisors May 2007 - June 2011
Skills
Wealth Management, Investments, Securities, Insurance, Quantitative Analytics, Series 7, Asset Allocation, Wealth Management..., ETFs, Investment Advisory, Separately Managed..., Series 66, Customer Satisfaction, Banking, Mutual Funds, Financial Services, Retirement Planning, Series 63, Finance, Portfolio Management, Uniform Combined State...
Education
St. Mary's College of California 2012 — 2013
Financial analysis and investment management, Accounting and Finance
San Francisco State University 2002 — 2007
Bachelor of Science (BSc), Business/Managerial Economics, 3.64
Linda Peacher's Charles Schwab Experience 1996 - 1999
Job Legal Assistant at Nelson & Weinkauf
Industry Legal Services
Experience
Nelson & Weinkauf September 2006 - Present
Charles Schwab 1996 - 1999
Skills
Timeslips, Outlook, Quickbooks, Word, Excel, Microsoft Office, PowerPoint, Administrative..., QuickBooks, Microsoft Word
Education
San Francisco State University
Nelson & Weinkauf September 2006 - Present
Charles Schwab 1996 - 1999
Skills
Timeslips, Outlook, Quickbooks, Word, Excel, Microsoft Office, PowerPoint, Administrative..., QuickBooks, Microsoft Word
Education
San Francisco State University
Caden Gray's Charles Schwab Experience January 2013 - Present
Job Business Continuity Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab October 2004 - January 2013
Charles Schwab June 2002 - October 2004
American Medical Response January 2001 - January 2002
American Medical Response September 1996 - December 2000
Canyon Explorations May 1991 - August 1998
Arizona Daily Sun July 1990 - December 1990
Skills
Public Speaking, Risk Management, Business Continuity, Program Management, Process Improvement, Training, Emergency Management, Change Management, Strategic Planning, Government, Crisis Management
Education
San Francisco State University 1986 — 1990
BA, Journalism
Charles Schwab January 2013 - Present
Charles Schwab October 2004 - January 2013
Charles Schwab June 2002 - October 2004
American Medical Response January 2001 - January 2002
American Medical Response September 1996 - December 2000
Canyon Explorations May 1991 - August 1998
Arizona Daily Sun July 1990 - December 1990
Skills
Public Speaking, Risk Management, Business Continuity, Program Management, Process Improvement, Training, Emergency Management, Change Management, Strategic Planning, Government, Crisis Management
Education
San Francisco State University 1986 — 1990
BA, Journalism
Ruben Palate's Charles Schwab Experience August 1999 - March 2007
Job Financial Systems Analyst at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group April 2007 - Present
Charles Schwab August 1999 - March 2007
Franklin Templeton Investments July 1998 - March 1999
ASE Customs Co June 1997 - July 1998
Skills
Web Development, Visual Basic, Microsoft SQL Server, Oracle SQL, Data Analysis, Financial Systems, Databases, Visio, PL/SQL
Education
San Francisco State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
UnitedHealth Group April 2007 - Present
Charles Schwab August 1999 - March 2007
Franklin Templeton Investments July 1998 - March 1999
ASE Customs Co June 1997 - July 1998
Skills
Web Development, Visual Basic, Microsoft SQL Server, Oracle SQL, Data Analysis, Financial Systems, Databases, Visio, PL/SQL
Education
San Francisco State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Dina Palaad's Charles Schwab Experience
Job Manager, Corporate Paralegal at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Financial Services, Series 7, Portfolio Management, Equities, Investments, Project Management, Wealth Management, Mutual Funds, Program Management
Education
San Francisco State University
Charles Schwab
Skills
Financial Services, Series 7, Portfolio Management, Equities, Investments, Project Management, Wealth Management, Mutual Funds, Program Management
Education
San Francisco State University
Jackie Forks's Charles Schwab Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2008 - 2011
Charles Schwab 2004 - 2008
Skills
Account Reconciliation, Customer Oriented, Highly detail oriented, Accounts Payable, Employee Training, Microsoft Word, Equity Research, Microsoft Excel, Church Administration
Education
San Francisco State University
Bachelor of Arts (B.A.), Business Administration and Management, General
Charles Schwab 2008 - 2011
Charles Schwab 2004 - 2008
Skills
Account Reconciliation, Customer Oriented, Highly detail oriented, Accounts Payable, Employee Training, Microsoft Word, Equity Research, Microsoft Excel, Church Administration
Education
San Francisco State University
Bachelor of Arts (B.A.), Business Administration and Management, General
Michael E. Williams's Charles Schwab Experience June 1994 - April 2004
Job Financial Advisor at U.S. Bancorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
U.S. Banccorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC 2010 - Present
JPMorgan Chase June 2004 - March 2010
Charles Schwab June 1994 - April 2004
WM Financial 1991 - 1995
Education
San Francisco State University 1984 — 1987
Bachelor of Science (B.S.), Finance
Stewart County High School
U.S. Banccorp Investments, Inc. and U.S. Bancorp Insurance Services, LLC 2010 - Present
JPMorgan Chase June 2004 - March 2010
Charles Schwab June 1994 - April 2004
WM Financial 1991 - 1995
Education
San Francisco State University 1984 — 1987
Bachelor of Science (B.S.), Finance
Stewart County High School
Amy Cheong, CPA's Charles Schwab Experience April 2003 - April 2005
Job Sr. Accounting Manager at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group June 2010 - Present
Barclays Global Investors April 2005 - May 2010
Charles Schwab April 2003 - April 2005
Education
San Francisco State University
Bachelor of Science (BS), Accounting
SVB Financial Group June 2010 - Present
Barclays Global Investors April 2005 - May 2010
Charles Schwab April 2003 - April 2005
Education
San Francisco State University
Bachelor of Science (BS), Accounting
Bernadette deRuyter's Charles Schwab Experience 2009 - Present
Job Fraud Investigator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Macy*s West 1976 - 2009
Education
San Francisco State University
Bachelor of Arts (BA), Psychology
Charles Schwab 2009 - Present
Macy*s West 1976 - 2009
Education
San Francisco State University
Bachelor of Arts (BA), Psychology
sonja ferry-susantio's Charles Schwab Experience October 2007 - Present
Job Fund Administration Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2007 - Present
State Street 1996 - 2006
Education
San Francisco State University
Bachelor of Science (BS), Hospitality Administration/Management
Charles Schwab October 2007 - Present
State Street 1996 - 2006
Education
San Francisco State University
Bachelor of Science (BS), Hospitality Administration/Management
Patcharapa Chiwarak's Charles Schwab Experience July 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Wells Fargo Advisors February 2013 - May 2013
JPMorgan Chase & Co. May 2011 - February 2013
Education
San Francisco State University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
San Francisco State University 2003 — 2006
Bachelor of Science (B.S.), Marketing
Charles Schwab July 2013 - Present
Wells Fargo Advisors February 2013 - May 2013
JPMorgan Chase & Co. May 2011 - February 2013
Education
San Francisco State University 2006 — 2010
Master of Business Administration (M.B.A.), Finance
San Francisco State University 2003 — 2006
Bachelor of Science (B.S.), Marketing
Ada Tse's Charles Schwab Experience May 2013 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Charles Schwab January 2004 - June 2011
Education
San Francisco State University
B.Sc, International Business
Charles Schwab May 2013 - Present
Charles Schwab January 2004 - June 2011
Education
San Francisco State University
B.Sc, International Business
Jennifer Loreto's Charles Schwab Experience June 1992 - March 1999
Job Assistant at Marion B. Iles, CPA
Industry Accounting
Experience
Marion B. Iles, CPA January 2012 - Present
Charles Schwab June 1992 - March 1999
Skills
Microsoft Excel, QuickBooks, Mac OS, Windows 8, Bank Reconciliation, Account Reconciliation, Data Entry
Education
San Francisco State University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Marion B. Iles, CPA January 2012 - Present
Charles Schwab June 1992 - March 1999
Skills
Microsoft Excel, QuickBooks, Mac OS, Windows 8, Bank Reconciliation, Account Reconciliation, Data Entry
Education
San Francisco State University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Monique Morton's Charles Schwab Experience August 1998 - August 2002
Job Business Development Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP March 2015 - Present
Charles Schwab August 1998 - August 2002
Skills
Microsoft Excel, Business Development, Financial Analysis, Customer Service, Microsoft Word, PowerPoint, Management, Financial Reporting, Strategic Planning, Research, Finance
Education
San Francisco State University
Bachelor of Arts (B.A.), Sociology
San Francisco State University
BDO USA, LLP March 2015 - Present
Charles Schwab August 1998 - August 2002
Skills
Microsoft Excel, Business Development, Financial Analysis, Customer Service, Microsoft Word, PowerPoint, Management, Financial Reporting, Strategic Planning, Research, Finance
Education
San Francisco State University
Bachelor of Arts (B.A.), Sociology
San Francisco State University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank