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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Charles Schwab Employees
Employee
Years
Job
Industry
Robert McCullock, CFP® Robert McCullock, CFP®'s Charles Schwab Experience 1999 - 2004
Job Financial Planner
Industry Financial Services
Experience
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Pure Financial Advisors August 2013 - Present
TD Ameritrade 2004 - August 2013
Charles Schwab 1999 - 2004
RWB Asset Management 1997 - 1999
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Series 65, Investment Advisory, Securities, Investments, FINRA, Asset Allocation, Strategic Financial..., Retirement, 401k, Investment Strategies, ETFs, Separately Managed..., IRAs, 401k Rollovers, Bonds, Stocks, Personal Finance, Investment Management, Portfolio Management, Personal Financial..., Financial Advisory, Certified Financial...
Education
College for Financial Planning 2012 — 2012
Certifi, Financial Planning and Services
San Jose State University 1995 — 1997
BS, Business Administration
San Jose City College 1994 — 1995
Bachelor of Science (BS), Finance, General
Jason Barba Jason Barba's Charles Schwab Experience July 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - June 2015
Merrill Lynch July 2010 - March 2012
Mike Pero Mortgages June 2008 - March 2010
World Savings January 2003 - November 2004
Skills
Investment Management, Personal Financial..., Investments, Mortgage Lending, Finance, Insurance, Loans, Retirement Planning, Portfolio Management, Financial Planning, Relationship Management, Wealth Management, Series 7, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Life Insurance
Education
San Jose State University 1996 — 2000
Charles Schwab July 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - June 2015
Merrill Lynch July 2010 - March 2012
Mike Pero Mortgages June 2008 - March 2010
World Savings January 2003 - November 2004
Skills
Investment Management, Personal Financial..., Investments, Mortgage Lending, Finance, Insurance, Loans, Retirement Planning, Portfolio Management, Financial Planning, Relationship Management, Wealth Management, Series 7, Retirement, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Life Insurance
Education
San Jose State University 1996 — 2000
Jonathan Keane Jonathan Keane's Charles Schwab Experience September 2011 - May 2013
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
ICONIQ Capital December 2014 - March 2015
Fisher Investments June 2013 - November 2014
Charles Schwab September 2011 - May 2013
Jonathan Keane Golf January 2010 - August 2011
Fry's Electronics October 2007 - October 2010
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Graduated
Fisher Investments March 2015 - Present
ICONIQ Capital December 2014 - March 2015
Fisher Investments June 2013 - November 2014
Charles Schwab September 2011 - May 2013
Jonathan Keane Golf January 2010 - August 2011
Fry's Electronics October 2007 - October 2010
Education
Santa Clara University - Leavey School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Graduated
Omar Rahman Omar Rahman's Charles Schwab Experience March 2014 - Present
Job Senior Manager, Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Grey Group August 2012 - March 2014
The Clorox Company June 2011 - August 2012
24 Hour Fitness October 2007 - June 2011
Encore Capital Group May 2006 - September 2007
Simply Wireless December 2004 - April 2006
Skills
Forecasting, Strategy, Market Research, Marketing Strategy, Analytics, Business Analysis, Strategic Planning, Financial Analysis, Analysis, Project Management, Cross-functional Team..., Business Intelligence, Finance, Management, Leadership, Marketing Analytics, Pricing, Budget Process, Business Strategy, Email Marketing, Direct Marketing, Competitive Analysis, SAS, SAS EG
Education
San Francisco State University, College of Business 2010 — 2012
MBA, Marketing & Decision Sciences
George Mason University - School of Business 2000 — 2004
BS, Finance
Charles Schwab March 2014 - Present
Grey Group August 2012 - March 2014
The Clorox Company June 2011 - August 2012
24 Hour Fitness October 2007 - June 2011
Encore Capital Group May 2006 - September 2007
Simply Wireless December 2004 - April 2006
Skills
Forecasting, Strategy, Market Research, Marketing Strategy, Analytics, Business Analysis, Strategic Planning, Financial Analysis, Analysis, Project Management, Cross-functional Team..., Business Intelligence, Finance, Management, Leadership, Marketing Analytics, Pricing, Budget Process, Business Strategy, Email Marketing, Direct Marketing, Competitive Analysis, SAS, SAS EG
Education
San Francisco State University, College of Business 2010 — 2012
MBA, Marketing & Decision Sciences
George Mason University - School of Business 2000 — 2004
BS, Finance
Craig Pottruck's Charles Schwab Experience 1999 - 1999
Job CEO at Adviously Inc.
Industry Marketing and Advertising
Experience
Adviously August 2013 - Present
NestGSV March 2013 - March 2014
Plug and Play Tech Center February 2013 - March 2013
Plug and Play Tech Center June 2012 - January 2013
Ogilvy & Mather June 2009 - August 2009
Sandbox Technologies 2007 - 2008
MTM Technologies October 2006 - April 2007
Warner Music Group 2005 - 2006
Charles Schwab 1999 - 1999
Charles Schwab 1996 - 1998
Skills
Start-ups, Entrepreneurship, Business Development, Strategic Planning, New Business Development, Strategy, Leadership, Cloud Computing, Market Research, Project Management, Public Speaking, Research, Program Management, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Pennsylvania 2010 — 2012
Bachelor of Arts (B.A.), Intellectual History
Santa Monica College 2008 — 2009
Economics
Wasatch Academy 1995 — 1997
Adviously August 2013 - Present
NestGSV March 2013 - March 2014
Plug and Play Tech Center February 2013 - March 2013
Plug and Play Tech Center June 2012 - January 2013
Ogilvy & Mather June 2009 - August 2009
Sandbox Technologies 2007 - 2008
MTM Technologies October 2006 - April 2007
Warner Music Group 2005 - 2006
Charles Schwab 1999 - 1999
Charles Schwab 1996 - 1998
Skills
Start-ups, Entrepreneurship, Business Development, Strategic Planning, New Business Development, Strategy, Leadership, Cloud Computing, Market Research, Project Management, Public Speaking, Research, Program Management, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Pennsylvania 2010 — 2012
Bachelor of Arts (B.A.), Intellectual History
Santa Monica College 2008 — 2009
Economics
Wasatch Academy 1995 — 1997
Sarbag Sidhu Sarbag Sidhu's Charles Schwab Experience October 2013 - February 2015
Job Google Wallet Compliance Analyst
Industry Information Technology and Services
Experience
Google February 2015 - Present
Charles Schwab October 2013 - February 2015
Remax/Prime Properties of CA. 2005 - September 2013
KMVT15 2013 - 2013
San Jose State Sikh Student Association 2012 - 2013
Command Security & Allied Barton 2009 - 2012
Skills
Management, Microsoft Office, Project Status Reporting, MS Project, Works well in a team, Real Estate, Sales, Customer Service, Reports, Visio, Visual Basic, Analysis, Databases, Microsoft Excel, Microsoft Project, Access
Education
San Jose State University 2011 — 2013
Bachelors of Science, Management Information Systems
Google February 2015 - Present
Charles Schwab October 2013 - February 2015
Remax/Prime Properties of CA. 2005 - September 2013
KMVT15 2013 - 2013
San Jose State Sikh Student Association 2012 - 2013
Command Security & Allied Barton 2009 - 2012
Skills
Management, Microsoft Office, Project Status Reporting, MS Project, Works well in a team, Real Estate, Sales, Customer Service, Reports, Visio, Visual Basic, Analysis, Databases, Microsoft Excel, Microsoft Project, Access
Education
San Jose State University 2011 — 2013
Bachelors of Science, Management Information Systems
Aaron Ard Aaron Ard's Charles Schwab Experience August 1997 - March 2002
Job Cofounder and General Manager at Kountermove, Inc.
Industry Sports
Experience
Kountermove August 2011 - Present
Ribeiro Jiu Jitsu Association & Other Select Academies Worldwide March 2008 - December 2013
San Francisco District Attorney Office January 2007 - May 2007
Santa Clara Center for Global Law & Policy May 2006 - July 2006
Kochis Fitz Tracy Fitzhugh & Gott April 2002 - May 2003
Michigan Attorney General Office March 2002 - August 2002
Charles Schwab August 1997 - March 2002
Skills
Sports, Strategic Financial..., Finance, Sports Marketing, Business Development, Entrepreneurship, Start-ups, Sales, Social Media Marketing, Wealth Management, Marketing Strategy, Social Media, Marketing, Business Strategy, Investments, Retirement Planning, Sponsorship, Strategic Partnerships, Asset Allocation, New Business Development
Education
Santa Clara University School of Law
Juris Doctorate, focused on sports law, technology licensing, and business negotiations.
University of Arizona 1990 — 1995
Bachelor's degree, Accounting
Ribeiro Jiu-Jitsu Association (RJJA) 1998 — 2012
Black Belt, Brazilian Jiu-Jitsu
Kountermove August 2011 - Present
Ribeiro Jiu Jitsu Association & Other Select Academies Worldwide March 2008 - December 2013
San Francisco District Attorney Office January 2007 - May 2007
Santa Clara Center for Global Law & Policy May 2006 - July 2006
Kochis Fitz Tracy Fitzhugh & Gott April 2002 - May 2003
Michigan Attorney General Office March 2002 - August 2002
Charles Schwab August 1997 - March 2002
Skills
Sports, Strategic Financial..., Finance, Sports Marketing, Business Development, Entrepreneurship, Start-ups, Sales, Social Media Marketing, Wealth Management, Marketing Strategy, Social Media, Marketing, Business Strategy, Investments, Retirement Planning, Sponsorship, Strategic Partnerships, Asset Allocation, New Business Development
Education
Santa Clara University School of Law
Juris Doctorate, focused on sports law, technology licensing, and business negotiations.
University of Arizona 1990 — 1995
Bachelor's degree, Accounting
Ribeiro Jiu-Jitsu Association (RJJA) 1998 — 2012
Black Belt, Brazilian Jiu-Jitsu
Scott Wibirt Scott Wibirt's Charles Schwab Experience November 2000 - September 2002
Job Global Director of Information Technology at Expedia, Inc.
Industry Information Technology and Services
Experience
Expedia, Inc. August 2015 - Present
Wibirt Consulting, LLC April 2013 - Present
Microsoft March 2014 - December 2014
MS Cloud Services January 2013 - April 2013
Sundance Institute May 2011 - December 2012
T-Mobile March 2008 - May 2011
Washington Mutual Savings Bank October 2002 - March 2008
Charles Schwab November 2000 - September 2002
Protocol Technology Partners September 1999 - November 2000
Alliance Consulting Group June 1998 - September 1999
Skills
Vendor Management, Program Management, Hybrid Cloud, Cloud Computing, Management, SaaS, Enterprise Software, Project Management, Strategic Planning, IT Strategy, Business Transformation, Leadership, Telecommunications, Strategy, Team Leadership, Enterprise Architecture, Microsoft Office, Business Development, CRM, Customer Service, Business Intelligence, Business Process, Management Consulting, Integration, Negotiation, New Business Development, Data Center, Consulting, Professional Services, Budgets, Account Management, Cloud Storage, Executive Management, Networking, Start-ups, Call Centers, Contract Negotiation, IT Management, Outsourcing, Cross-functional Team..., Strategic Partnerships, Product Management, Mobile Devices, Project Delivery, E-commerce, Cost Planning, SDLC
Education
Scottsdale Community College 1981 — 1982
Computer and Information Sciences and Support Services
Expedia, Inc. August 2015 - Present
Wibirt Consulting, LLC April 2013 - Present
Microsoft March 2014 - December 2014
MS Cloud Services January 2013 - April 2013
Sundance Institute May 2011 - December 2012
T-Mobile March 2008 - May 2011
Washington Mutual Savings Bank October 2002 - March 2008
Charles Schwab November 2000 - September 2002
Protocol Technology Partners September 1999 - November 2000
Alliance Consulting Group June 1998 - September 1999
Skills
Vendor Management, Program Management, Hybrid Cloud, Cloud Computing, Management, SaaS, Enterprise Software, Project Management, Strategic Planning, IT Strategy, Business Transformation, Leadership, Telecommunications, Strategy, Team Leadership, Enterprise Architecture, Microsoft Office, Business Development, CRM, Customer Service, Business Intelligence, Business Process, Management Consulting, Integration, Negotiation, New Business Development, Data Center, Consulting, Professional Services, Budgets, Account Management, Cloud Storage, Executive Management, Networking, Start-ups, Call Centers, Contract Negotiation, IT Management, Outsourcing, Cross-functional Team..., Strategic Partnerships, Product Management, Mobile Devices, Project Delivery, E-commerce, Cost Planning, SDLC
Education
Scottsdale Community College 1981 — 1982
Computer and Information Sciences and Support Services
Renee Hirschmiller Renee Hirschmiller's Charles Schwab Experience 1997 - 2002
Job Customer Service Representative at TMHP/Accenture
Industry Government Administration
Experience
TMHP/Accenture April 2015 - Present
Invenio Marketing Solutions October 2012 - May 2014
Temporary Contract Employee December 2011 - October 2012
Thompson Media Group/Sheshunoff April 2008 - March 2011
Texas Association of Life and Health Insurers March 2006 - May 2007
Charles Schwab 1997 - 2002
Skills
Product Sales, Client Service, Listening Skills, Problem Solving, Client Retention, New Business Development, Research, Promoting, Vendor Relations, Records Management, Compliance, Computer Literate, SAP, Customer Relations, Process Improvement, Call Center, Microsoft Office, Team Building, Fundraising, Creative Problem Solving, Trade Shows, Event Management, Teamwork, Lead Generation, Event Planning, Promotions, B2B, Negotiation, Sales Management, Time Management, Writing
Education
Santa Rosa Junior College
English and Social Science
TMHP/Accenture April 2015 - Present
Invenio Marketing Solutions October 2012 - May 2014
Temporary Contract Employee December 2011 - October 2012
Thompson Media Group/Sheshunoff April 2008 - March 2011
Texas Association of Life and Health Insurers March 2006 - May 2007
Charles Schwab 1997 - 2002
Skills
Product Sales, Client Service, Listening Skills, Problem Solving, Client Retention, New Business Development, Research, Promoting, Vendor Relations, Records Management, Compliance, Computer Literate, SAP, Customer Relations, Process Improvement, Call Center, Microsoft Office, Team Building, Fundraising, Creative Problem Solving, Trade Shows, Event Management, Teamwork, Lead Generation, Event Planning, Promotions, B2B, Negotiation, Sales Management, Time Management, Writing
Education
Santa Rosa Junior College
English and Social Science
Tian Liew's Charles Schwab Experience June 2015 - Present
Job Sr. HR Analyst
Industry Human Resources
Experience
Charles Schwab June 2015 - Present
AppliedMicro February 2015 - June 2015
AppliedMicro June 2012 - February 2015
Zpizza June 2009 - June 2012
California Sports Center November 2008 - May 2009
Fry's Electronics July 2007 - April 2008
JC Penney August 2006 - November 2007
Skills
Human Resources, ADP HRB, HRIS, Workday, Onboarding, Benefits Administration, Employee Benefits, Data Analysis, Marketing, Project Management, Microsoft Office, Management, Event Planning, Customer Service, Social Media, Microsoft Excel, Trade Shows, PowerPoint, Illustrator, Leadership, Communication, Adobe Illustrator, Organization, Marketing Communications
Education
San Jose State University 2007 — 2012
Bachelor's degree, Economics
Monta Vista High School 2003 — 2007
Charles Schwab June 2015 - Present
AppliedMicro February 2015 - June 2015
AppliedMicro June 2012 - February 2015
Zpizza June 2009 - June 2012
California Sports Center November 2008 - May 2009
Fry's Electronics July 2007 - April 2008
JC Penney August 2006 - November 2007
Skills
Human Resources, ADP HRB, HRIS, Workday, Onboarding, Benefits Administration, Employee Benefits, Data Analysis, Marketing, Project Management, Microsoft Office, Management, Event Planning, Customer Service, Social Media, Microsoft Excel, Trade Shows, PowerPoint, Illustrator, Leadership, Communication, Adobe Illustrator, Organization, Marketing Communications
Education
San Jose State University 2007 — 2012
Bachelor's degree, Economics
Monta Vista High School 2003 — 2007
Ashley Emshoff Ashley Emshoff's Charles Schwab Experience January 2001 - January 2003
Job Client Account Specialist at One Source Risk Managment and Funding
Industry Insurance
Experience
One Source Risk Managment and Funding February 2012 - Present
Linscomb & Williams December 2003 - March 2008
Charles Schwab January 2001 - January 2003
The Ranch Radio Group KRNH January 2000 - January 2001
Kerrville Area Chamber of Commerce January 1999 - January 2000
Education
Schreiner University 1996 — 2001
Bachelor of Arts, Business Administration
One Source Risk Managment and Funding February 2012 - Present
Linscomb & Williams December 2003 - March 2008
Charles Schwab January 2001 - January 2003
The Ranch Radio Group KRNH January 2000 - January 2001
Kerrville Area Chamber of Commerce January 1999 - January 2000
Education
Schreiner University 1996 — 2001
Bachelor of Arts, Business Administration
Erika Rael Erika Rael's Charles Schwab Experience August 2015 - Present
Job Technical Program Manager
Industry Information Technology and Services
Experience
Charles Schwab August 2015 - Present
Jawbone August 2014 - August 2015
Symantec March 2013 - August 2014
Symantec September 2011 - March 2013
Cisco Systems December 2010 - April 2011
Cisco Systems January 2010 - October 2010
Cisco April 2008 - January 2010
Comcast Cable April 2004 - April 2008
Center Partners 2003 - 2004
Skills
Vendor Management, SaaS, SDLC, Integration, Enterprise Software, Visio, Management, Project Management, Leadership, Training, Analysis, Six Sigma
Education
San Jose State University 2008 — 2009
BS, Business Organization and Management
West Valley College 2004 — 2008
AA, Business Administration, Liberal Arts
Charles Schwab August 2015 - Present
Jawbone August 2014 - August 2015
Symantec March 2013 - August 2014
Symantec September 2011 - March 2013
Cisco Systems December 2010 - April 2011
Cisco Systems January 2010 - October 2010
Cisco April 2008 - January 2010
Comcast Cable April 2004 - April 2008
Center Partners 2003 - 2004
Skills
Vendor Management, SaaS, SDLC, Integration, Enterprise Software, Visio, Management, Project Management, Leadership, Training, Analysis, Six Sigma
Education
San Jose State University 2008 — 2009
BS, Business Organization and Management
West Valley College 2004 — 2008
AA, Business Administration, Liberal Arts
Bradley Van Vechten, CIMA® CFP® CLU®, ChFC® Bradley Van Vechten, CIMA® CFP® CLU®, ChFC®'s Charles Schwab Experience September 2011 - March 2013
Job Independent, Fee Only, Certified Financial Planner® at Private Wealth Management Solutions, LLC
Industry Financial Services
Experience
Private Wealth Management Solutions, LLC July 2013 - Present
Charles Schwab September 2011 - March 2013
Bradley Van Vechten, CFP September 2001 - August 2011
Bradley Van Vechten, CFP, RIA January 2001 - January 2011
US Bancorp Piper Jaffray January 1999 - January 2001
Union Bank of California Investment Services January 1997 - January 1999
Skills
CFP®, CIMA, ChFC, Registered Investment..., Strategic Financial..., Investments, Investment Strategies, Certified Financial..., Securities, Investment Management, RIA, Financial Advisory, Financial Services, Finance
Education
University of California, Berkeley
Certificate, Personal Financial Planning
San Jose State University
B.S, Business Administration (Management)
Private Wealth Management Solutions, LLC July 2013 - Present
Charles Schwab September 2011 - March 2013
Bradley Van Vechten, CFP September 2001 - August 2011
Bradley Van Vechten, CFP, RIA January 2001 - January 2011
US Bancorp Piper Jaffray January 1999 - January 2001
Union Bank of California Investment Services January 1997 - January 1999
Skills
CFP®, CIMA, ChFC, Registered Investment..., Strategic Financial..., Investments, Investment Strategies, Certified Financial..., Securities, Investment Management, RIA, Financial Advisory, Financial Services, Finance
Education
University of California, Berkeley
Certificate, Personal Financial Planning
San Jose State University
B.S, Business Administration (Management)
Henry Silverman's Charles Schwab Experience May 2007 - September 2007
Job Policy Lead at Acumen LLC
Industry Public Policy
Experience
Acumen LLC December 2012 - Present
Acumen LLC July 2011 - December 2012
Acumen LLC August 2010 - July 2011
UC Berkeley May 2009 - October 2009
Charles Schwab May 2007 - September 2007
Stanford University School of Medicine May 2006 - September 2006
Skills
SAS, Stata, R, Matlab, VBA, Health Services Research, Policy Analysis, Economics, Econometrics, Data Analysis, Medicare, Medicaid, Statistical Programming, Microsoft Excel, Quantitative Research, Acting, Alexander Technique, Linklater Voice, Statistics, Analysis, Management, Research
Education
University of California, Los Angeles
Bachelor of Applied Science (B.A.Sc.), Mathematics/Economics, Theater
Institut d'Etudes politiques de Paris / Sciences Po Paris 2008 — 2009
Université Paris Sorbonne (Paris IV) / Sorbonne University 2008 — 2009
University of California, Berkeley 2005 — 2005
Acumen LLC December 2012 - Present
Acumen LLC July 2011 - December 2012
Acumen LLC August 2010 - July 2011
UC Berkeley May 2009 - October 2009
Charles Schwab May 2007 - September 2007
Stanford University School of Medicine May 2006 - September 2006
Skills
SAS, Stata, R, Matlab, VBA, Health Services Research, Policy Analysis, Economics, Econometrics, Data Analysis, Medicare, Medicaid, Statistical Programming, Microsoft Excel, Quantitative Research, Acting, Alexander Technique, Linklater Voice, Statistics, Analysis, Management, Research
Education
University of California, Los Angeles
Bachelor of Applied Science (B.A.Sc.), Mathematics/Economics, Theater
Institut d'Etudes politiques de Paris / Sciences Po Paris 2008 — 2009
Université Paris Sorbonne (Paris IV) / Sorbonne University 2008 — 2009
University of California, Berkeley 2005 — 2005
Diane Baumert Diane Baumert's Charles Schwab Experience May 1998 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1998 - Present
Pacific Bell November 1996 - May 1998
Giaretto Institute August 1994 - November 1996
Pacific Bell July 1970 - March 1994
Skills
SDLC, Vendor Management, Risk Management, Series 63, Portfolio Management, Series 7, Financial Services, Project Management, PMP, Business Requirements, Process Improvement, Resource Management, IT Management, Program Management, Business Analysis, Cross-functional Team..., Project Portfolio..., Change Management, Software Development, Management, Visio
Education
San Jose State University
Charles Schwab May 1998 - Present
Pacific Bell November 1996 - May 1998
Giaretto Institute August 1994 - November 1996
Pacific Bell July 1970 - March 1994
Skills
SDLC, Vendor Management, Risk Management, Series 63, Portfolio Management, Series 7, Financial Services, Project Management, PMP, Business Requirements, Process Improvement, Resource Management, IT Management, Program Management, Business Analysis, Cross-functional Team..., Project Portfolio..., Change Management, Software Development, Management, Visio
Education
San Jose State University
Arlene Dodge Arlene Dodge's Charles Schwab Experience 2005 - 2006
Job Realtor at Campi Properties
Industry Education Management
Experience
Campi Properties February 2012 - Present
http://arlenedodge.com April 2010 - March 2012
Alum Rock School District August 2007 - August 2009
Sales Training & Instructional Design 2005 - 2006
Charles Schwab 2005 - 2006
San Jose State University 2000 - 2003
Skills
Sales Process, Teaching, Leadership Development, Selling, Instructional Design, Public Speaking, Staff Development, Leadership, Strategy, Training, Program Development, Social Networking, Customer Service, Entrepreneurship, Coaching, Team Building
Education
Santa Clara University 2004 — 2005
Administrative Credential, Educational Leadership and Administration, General
Campi Properties February 2012 - Present
http://arlenedodge.com April 2010 - March 2012
Alum Rock School District August 2007 - August 2009
Sales Training & Instructional Design 2005 - 2006
Charles Schwab 2005 - 2006
San Jose State University 2000 - 2003
Skills
Sales Process, Teaching, Leadership Development, Selling, Instructional Design, Public Speaking, Staff Development, Leadership, Strategy, Training, Program Development, Social Networking, Customer Service, Entrepreneurship, Coaching, Team Building
Education
Santa Clara University 2004 — 2005
Administrative Credential, Educational Leadership and Administration, General
Alan Ryter Alan Ryter's Charles Schwab Experience January 2009 - February 2013
Job Learning and Development Professional
Industry Professional Training & Coaching
Experience
Google (via CDI Corporation) April 2014 - November 2014
Google (via CDI Corporation) November 2013 - February 2014
Charles Schwab January 2009 - February 2013
Charles Schwab January 2007 - December 2008
Autonomy (formerly Verity) August 2004 - September 2006
Entrieva Software September 2002 - March 2004
Semio February 2001 - July 2002
Skills
Instructional Design, Program Management, Needs Analysis, Organizational..., Adult Education, Knowledge Management, Curriculum Development, Project Management, Change Management, Team Building, Staff Development, Instructor-led Training, Training Delivery, Training, Coaching, E-Learning, Manager Development, Employee Onboarding, Employee Engagement, Vendor Management, Leadership Development, Strategy, Workshop Facilitation, Performance Management, Employee Training, Organizational..., Public Speaking, Career Development, Learning Management, Blended Learning, Talent Management, Succession Planning, Executive Coaching, Performance Improvement, Culture Change, Onboarding, Management Development
Education
School for International Training
MA, Teaching
University of Wisconsin-Madison
BA, History
Newton South High School
Google (via CDI Corporation) April 2014 - November 2014
Google (via CDI Corporation) November 2013 - February 2014
Charles Schwab January 2009 - February 2013
Charles Schwab January 2007 - December 2008
Autonomy (formerly Verity) August 2004 - September 2006
Entrieva Software September 2002 - March 2004
Semio February 2001 - July 2002
Skills
Instructional Design, Program Management, Needs Analysis, Organizational..., Adult Education, Knowledge Management, Curriculum Development, Project Management, Change Management, Team Building, Staff Development, Instructor-led Training, Training Delivery, Training, Coaching, E-Learning, Manager Development, Employee Onboarding, Employee Engagement, Vendor Management, Leadership Development, Strategy, Workshop Facilitation, Performance Management, Employee Training, Organizational..., Public Speaking, Career Development, Learning Management, Blended Learning, Talent Management, Succession Planning, Executive Coaching, Performance Improvement, Culture Change, Onboarding, Management Development
Education
School for International Training
MA, Teaching
University of Wisconsin-Madison
BA, History
Newton South High School
Dwight Geddes's Charles Schwab Experience July 2000 - October 2001
Job Major Incident Manager at LDS Church
Industry Computer & Network Security
Experience
The Church of Jesus Christ of Latter-day Saints May 2011 - Present
Unisys May 2007 - May 2011
Unisys November 2006 - May 2007
Unisys March 2006 - November 2006
Sulzer October 2000 - October 2005
Charles Schwab July 2000 - October 2001
Sysco December 1996 - July 2000
New Horizons CLC January 1995 - December 1996
HSA, Inc. January 1992 - January 1995
Skills
Major Incident..., Service Management, Process Management, ITIL, Disaster Recovery, IT Service Management, Servers, Active Directory, Security, Windows Server, IT Management, Troubleshooting, Incident Management, Cloud Computing, Technical Support, Microsoft Exchange, Networking, Databases, Solution Architecture, Data Center, VPN, Enterprise Software, HP, Service Delivery, VMware, Hardware, Outsourcing, Infrastructure, System Administration, VMware ESX, Process Improvement, Management, Unix, Virtualization, System Deployment, Operating Systems, BMC Remedy, Network Security, Microsoft Technologies, IT Operations, Cisco Technologies, Windows, Software Documentation, Citrix, IIS, DNS, Identity Management, ServiceNow, HPSM, Leadership
Education
University of Phoenix 1998 — 1999
BS/BIS, Information Systems
Scottsdale Community College 1994 — 1994
Associate, Arts
The Church of Jesus Christ of Latter-day Saints May 2011 - Present
Unisys May 2007 - May 2011
Unisys November 2006 - May 2007
Unisys March 2006 - November 2006
Sulzer October 2000 - October 2005
Charles Schwab July 2000 - October 2001
Sysco December 1996 - July 2000
New Horizons CLC January 1995 - December 1996
HSA, Inc. January 1992 - January 1995
Skills
Major Incident..., Service Management, Process Management, ITIL, Disaster Recovery, IT Service Management, Servers, Active Directory, Security, Windows Server, IT Management, Troubleshooting, Incident Management, Cloud Computing, Technical Support, Microsoft Exchange, Networking, Databases, Solution Architecture, Data Center, VPN, Enterprise Software, HP, Service Delivery, VMware, Hardware, Outsourcing, Infrastructure, System Administration, VMware ESX, Process Improvement, Management, Unix, Virtualization, System Deployment, Operating Systems, BMC Remedy, Network Security, Microsoft Technologies, IT Operations, Cisco Technologies, Windows, Software Documentation, Citrix, IIS, DNS, Identity Management, ServiceNow, HPSM, Leadership
Education
University of Phoenix 1998 — 1999
BS/BIS, Information Systems
Scottsdale Community College 1994 — 1994
Associate, Arts
John Callegari, CFA John Callegari, CFA's Charles Schwab Experience May 2000 - January 2005
Job Portfolio Manager Cascade Investment Advisors, Inc.
Industry Financial Services
Experience
Cascade Investment Advisors November 2008 - Present
Fort Vancouver National Trust 2007 - Present
Schwab Charitable Foundation December 2009 - Present
Mt Angel Abbey September 2013 - Present
Mount Angel Abbey January 2012 - July 2013
First Independent Bank March 2008 - November 2008
First Independent Bank April 2007 - March 2008
Harvest Capital Advisors January 2005 - March 2008
Charles Schwab May 2000 - January 2005
Education
Santa Clara University 1992 — 1994
B.S., Biology
San Jose State University 1990 — 1992
International Business
CFA Institute
Chartered Financial Analyst
Cascade Investment Advisors November 2008 - Present
Fort Vancouver National Trust 2007 - Present
Schwab Charitable Foundation December 2009 - Present
Mt Angel Abbey September 2013 - Present
Mount Angel Abbey January 2012 - July 2013
First Independent Bank March 2008 - November 2008
First Independent Bank April 2007 - March 2008
Harvest Capital Advisors January 2005 - March 2008
Charles Schwab May 2000 - January 2005
Education
Santa Clara University 1992 — 1994
B.S., Biology
San Jose State University 1990 — 1992
International Business
CFA Institute
Chartered Financial Analyst
Jeannie Fox Jeannie Fox's Charles Schwab Experience July 1979 - December 1982
Job HITPRO Project Implementation Manager/Trainer
Industry Information Technology and Services
Experience
EduTone Corporation January 2011 - Present
Alachua County Public Schools June 1998 - Present
Alachua County Public Schools January 1996 - June 1998
Charles Schwab July 1979 - December 1982
Education
Santa Fe College 2011 — 2011
HIT, Health Information Technology Management
Santa Fe College 2007 — 2009
AS Computer Science, Internet Services Technology
EduTone Corporation January 2011 - Present
Alachua County Public Schools June 1998 - Present
Alachua County Public Schools January 1996 - June 1998
Charles Schwab July 1979 - December 1982
Education
Santa Fe College 2011 — 2011
HIT, Health Information Technology Management
Santa Fe College 2007 — 2009
AS Computer Science, Internet Services Technology
Gail Doering Gail Doering's Charles Schwab Experience 1986 - 1988
Job Interim Pastor at First Presbyterian Church, North Bend, OR
Industry Religious Institutions
Experience
First Presbyterian Church, North Bend, OR June 2014 - Present
First Presbyterian Church of Livermore May 2013 - June 2014
Clayton Valley Presbyterian October 2007 - April 2013
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
charles schwab 1986 - 1988
convergent technologies 1983 - 1986
Skills
Preaching, Pastoral Care, Church Growth, Teaching, Biblical Studies, Pastoring, Fundraising, Nonprofits, Grant Writing, Event Planning, Psychotherapy, Leadership, Liturgy, Team Building, Gospel, Community Organizing, Religion, Pastoral, Theology, Discipleship, Religious Studies, Evangelism, Pastoral Counseling, Leadership Development, Spiritual Direction, Social Media, Program Development, Research, Non-profit..., Chaplaincy, Youth Ministry, Strategic Planning, Church Events, Curriculum Design, Coaching, Ethics, Social Justice, Volunteer Management, Editing, Conflict Resolution, Public Relations, Organizational..., Public Speaking, Community Outreach, Missions, Student Ministry, Church Administration, Church Consulting
Education
San Francisco Theological Seminary 1998 — 2001
MDiv., Theology
San Jose State University 1980 — 1983
BA, History
First Presbyterian Church, North Bend, OR June 2014 - Present
First Presbyterian Church of Livermore May 2013 - June 2014
Clayton Valley Presbyterian October 2007 - April 2013
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
silicon graphics 1989 - 1997
charles schwab 1986 - 1988
convergent technologies 1983 - 1986
Skills
Preaching, Pastoral Care, Church Growth, Teaching, Biblical Studies, Pastoring, Fundraising, Nonprofits, Grant Writing, Event Planning, Psychotherapy, Leadership, Liturgy, Team Building, Gospel, Community Organizing, Religion, Pastoral, Theology, Discipleship, Religious Studies, Evangelism, Pastoral Counseling, Leadership Development, Spiritual Direction, Social Media, Program Development, Research, Non-profit..., Chaplaincy, Youth Ministry, Strategic Planning, Church Events, Curriculum Design, Coaching, Ethics, Social Justice, Volunteer Management, Editing, Conflict Resolution, Public Relations, Organizational..., Public Speaking, Community Outreach, Missions, Student Ministry, Church Administration, Church Consulting
Education
San Francisco Theological Seminary 1998 — 2001
MDiv., Theology
San Jose State University 1980 — 1983
BA, History
Sara Satten Sara Satten's Charles Schwab Experience July 2000 - December 2002
Job SVP, Chief Operating Officer & Head of Program Administration, Regulatory Risk Management at Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo July 2005 - March 2013
Intuit January 2003 - June 2005
Charles Schwab July 2000 - December 2002
BankServ December 1999 - June 2000
Wells Fargo September 1997 - May 1999
Wells Fargo August 1988 - September 1997
Education
Santa Clara University 1974 — 1977
J.D., Law
Wellesley College 1969 — 1973
B.A., History
Wells Fargo March 2013 - Present
Wells Fargo July 2005 - March 2013
Intuit January 2003 - June 2005
Charles Schwab July 2000 - December 2002
BankServ December 1999 - June 2000
Wells Fargo September 1997 - May 1999
Wells Fargo August 1988 - September 1997
Education
Santa Clara University 1974 — 1977
J.D., Law
Wellesley College 1969 — 1973
B.A., History
Jeff Sanpore's Charles Schwab Experience October 2009 - December 2009
Job Supreme Senior Master Chief Software Engineer at Sentient Technologies
Industry Investment Management
Experience
Sentient Technologies Holdings Limited January 2012 - Present
Cognotrade, LLC November 2007 - January 2012
Parallax Fund, L.P. September 2011 - December 2011
Charles Schwab October 2009 - December 2009
RSA, The Security Division of EMC May 2007 - November 2007
Money Management Group December 2005 - January 2007
Verizon Wireless January 2000 - October 2005
Catalyst Concepts, Inc March 1991 - October 2005
Airtouch Cellular August 1993 - December 1999
Bechtel June 1986 - March 1991
Skills
Software Engineering, Java, OOP, C#, Software Project..., Databases, Distributed Systems, Trading Systems, SQL, Architectures, Object Oriented Design, Algorithms, Enterprise Software, MySQL, Software Development, Eclipse, Visual Studio, Test Driven Development, Spring, Design Patterns, Linux, JUnit, Trading Strategies, Market Data, Ruby, Integration, Agile Methodologies, UML, Optimization, Unit Testing, JMS, Ruby on Rails, Architecture, XML
Education
University of California, Berkeley
Santa Clara University 2005 — 2007
Computer Science
SUNY Oswego 1982 — 1985
BA, Computer Science
Sentient Technologies Holdings Limited January 2012 - Present
Cognotrade, LLC November 2007 - January 2012
Parallax Fund, L.P. September 2011 - December 2011
Charles Schwab October 2009 - December 2009
RSA, The Security Division of EMC May 2007 - November 2007
Money Management Group December 2005 - January 2007
Verizon Wireless January 2000 - October 2005
Catalyst Concepts, Inc March 1991 - October 2005
Airtouch Cellular August 1993 - December 1999
Bechtel June 1986 - March 1991
Skills
Software Engineering, Java, OOP, C#, Software Project..., Databases, Distributed Systems, Trading Systems, SQL, Architectures, Object Oriented Design, Algorithms, Enterprise Software, MySQL, Software Development, Eclipse, Visual Studio, Test Driven Development, Spring, Design Patterns, Linux, JUnit, Trading Strategies, Market Data, Ruby, Integration, Agile Methodologies, UML, Optimization, Unit Testing, JMS, Ruby on Rails, Architecture, XML
Education
University of California, Berkeley
Santa Clara University 2005 — 2007
Computer Science
SUNY Oswego 1982 — 1985
BA, Computer Science
Jackie Wen's Charles Schwab Experience 1998 - Present
Job VP Financial Consultant, CFP® at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1998 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Skills
Financial planning,..., Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Certified Financial...
Education
San Jose State University 1997 — 2000
MBA, Finance
Charles Schwab 1998 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Skills
Financial planning,..., Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Certified Financial...
Education
San Jose State University 1997 — 2000
MBA, Finance
Kristin Kassis Kristin Kassis's Charles Schwab Experience April 1997 - May 2000
Job Technology Enablement
Industry Information Technology and Services
Experience
WorkWise, LLC September 2011 - Present
Competitive Computing June 2010 - September 2011
Deltek January 2007 - May 2010
Agile Software (acquired by Oracle Corporation) May 2003 - May 2006
MS2 (acquired by Agile Software) June 2000 - May 2003
Charles Schwab April 1997 - May 2000
Wells Fargo Bank May 1990 - March 1997
Skills
Cross-functional Team..., Program Management, Systems Training &..., Technology Change..., Software Implementation..., Technical Product..., Enterprise Account..., Personnel Management &..., Product Lifecycle..., E-commerce, Change Management, Strategic Planning, Professional Services, Training, Integration, CRM, Salesforce.com, Product Management, Vendor Management, Product Development, Enterprise Software, Cloud Computing
Education
Santa Clara University 1986 — 1990
BA, Business
WorkWise, LLC September 2011 - Present
Competitive Computing June 2010 - September 2011
Deltek January 2007 - May 2010
Agile Software (acquired by Oracle Corporation) May 2003 - May 2006
MS2 (acquired by Agile Software) June 2000 - May 2003
Charles Schwab April 1997 - May 2000
Wells Fargo Bank May 1990 - March 1997
Skills
Cross-functional Team..., Program Management, Systems Training &..., Technology Change..., Software Implementation..., Technical Product..., Enterprise Account..., Personnel Management &..., Product Lifecycle..., E-commerce, Change Management, Strategic Planning, Professional Services, Training, Integration, CRM, Salesforce.com, Product Management, Vendor Management, Product Development, Enterprise Software, Cloud Computing
Education
Santa Clara University 1986 — 1990
BA, Business
C. Thomas Boone C. Thomas Boone's Charles Schwab Experience 1995 - 1997
Job In transition, seeking freelance transcription, legal support, paralegal work (fulltime or parttime)
Industry Nonprofit Organization Management
Experience
INDEPENDENT July 2014 - Present
Ashoka March 2013 - June 2014
Ashoka 2004 - 2013
Cumberland & Erly 2002 - 2004
Center for Family & Divorce Mediation January 1999 - January 2002
PSEG Public Service Electric & Gas 1997 - 1999
Charles Schwab 1995 - 1997
Liddle & Robinson 1987 - 1996
Law Offices of Michael Kennedy 1984 - 1987
Coudert Brothers January 1982 - January 1984
Skills
Trial Preparation, Litigation Support, Mediation, Transcription, Trials, Typing, Proofreading, Copywriting, Editing
Education
Brooklyn College (City University of New York) 1982 — 1986
Bachelor's degree, Sociology
School of Visual Arts 1978 — 1979
Advertising Composition and Design, Typepography
Columbia College of the City of New York 1972 — 1974
Candidate Bachelors of Arts, BA candidate Sociology and Journalism
INDEPENDENT July 2014 - Present
Ashoka March 2013 - June 2014
Ashoka 2004 - 2013
Cumberland & Erly 2002 - 2004
Center for Family & Divorce Mediation January 1999 - January 2002
PSEG Public Service Electric & Gas 1997 - 1999
Charles Schwab 1995 - 1997
Liddle & Robinson 1987 - 1996
Law Offices of Michael Kennedy 1984 - 1987
Coudert Brothers January 1982 - January 1984
Skills
Trial Preparation, Litigation Support, Mediation, Transcription, Trials, Typing, Proofreading, Copywriting, Editing
Education
Brooklyn College (City University of New York) 1982 — 1986
Bachelor's degree, Sociology
School of Visual Arts 1978 — 1979
Advertising Composition and Design, Typepography
Columbia College of the City of New York 1972 — 1974
Candidate Bachelors of Arts, BA candidate Sociology and Journalism
Chet Chappell Chet Chappell's Charles Schwab Experience 1995 - 2008
Job Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments May 2011 - Present
Grail Advisors June 2008 - May 2011
Charles Schwab 1995 - 2008
Skills
Mutual Funds, Start-ups, Series 7, Investments, ETFs, Series 24
Education
University of San Francisco 1988 — 1991
MBA, International Business
Santa Clara University 1982 — 1986
BS, Finance
Columbia Threadneedle Investments May 2011 - Present
Grail Advisors June 2008 - May 2011
Charles Schwab 1995 - 2008
Skills
Mutual Funds, Start-ups, Series 7, Investments, ETFs, Series 24
Education
University of San Francisco 1988 — 1991
MBA, International Business
Santa Clara University 1982 — 1986
BS, Finance
Pat Castle DMA MBA Pat Castle DMA MBA's Charles Schwab Experience 2005 - 2011
Job Music composer and arranger as needed at All Saints' Episcopal Church
Industry Music
Experience
All Saints' Episcopal Church March 2014 - Present
Celebration Brass January 2009 - April 2012
Charles Schwab 2005 - 2011
New York University September 1980 - May 1985
University of Illinois at Urbana-Champaign September 1978 - May 1980
University of Wisconsin - Stevens Point September 1975 - May 1977
Skills
Piano, Studio Recording, Music Production, Songwriting, Guitar, Recording, Composition, Music Theory, Music Industry, Music, Conductor, Trumpet, Flugel Horn, Arranging, Acoustic Bass, Classical, Music Education, Contemporary Music, Jazz, Teaching, Ensemble, Improvisation, Concerts, Sound Design, Music Publishing, Singing, Performing Arts, Songs, Theatre, Musical Theatre, Sound, Musicians, Entertainment, Festivals, Performing, Audio Engineering, Radio, Arts Administration, Real Estate Investor, Pianist, Finale, Original Music, Orchestral Music, Sibelius, Music History, Chamber Music, Film Scoring, Bass, Music Technology, Blues
Education
University of Illinois at Urbana-Champaign 1973 — 1980
Master of Music (MM), Doctor of Musical Arts (DMA), Music Composition
New York University - Leonard N. Stern School of Business 1985 — 1988
Master of Business Administration (MBA), Finance
San Jose State University 1965 — 1967
BA, Music
All Saints' Episcopal Church March 2014 - Present
Celebration Brass January 2009 - April 2012
Charles Schwab 2005 - 2011
New York University September 1980 - May 1985
University of Illinois at Urbana-Champaign September 1978 - May 1980
University of Wisconsin - Stevens Point September 1975 - May 1977
Skills
Piano, Studio Recording, Music Production, Songwriting, Guitar, Recording, Composition, Music Theory, Music Industry, Music, Conductor, Trumpet, Flugel Horn, Arranging, Acoustic Bass, Classical, Music Education, Contemporary Music, Jazz, Teaching, Ensemble, Improvisation, Concerts, Sound Design, Music Publishing, Singing, Performing Arts, Songs, Theatre, Musical Theatre, Sound, Musicians, Entertainment, Festivals, Performing, Audio Engineering, Radio, Arts Administration, Real Estate Investor, Pianist, Finale, Original Music, Orchestral Music, Sibelius, Music History, Chamber Music, Film Scoring, Bass, Music Technology, Blues
Education
University of Illinois at Urbana-Champaign 1973 — 1980
Master of Music (MM), Doctor of Musical Arts (DMA), Music Composition
New York University - Leonard N. Stern School of Business 1985 — 1988
Master of Business Administration (MBA), Finance
San Jose State University 1965 — 1967
BA, Music
Cynthia Ng Cynthia Ng's Charles Schwab Experience April 2015 - Present
Job Freelance Art Director at Charles Schwab
Industry Design
Experience
Charles Schwab April 2015 - Present
Elemental Design October 2005 - Present
Robert Half International March 2012 - April 2015
Rauxa December 2011 - December 2011
Wells Fargo September 2011 - December 2011
SolutionSet June 2011 - July 2011
McKesson April 2011 - May 2011
KPMG September 2010 - February 2011
WestEd August 2008 - April 2010
Charles Schwab Creative Services Division April 2007 - May 2008
Skills
Print Collateral, Flash, Graphics, Brochures, Graphic Design, Illustrator, Illustration, Dreamweaver, Typography, InDesign, Adobe Creative Suite, Adobe Acrobat, Logo Design, Web Design, Logos, Photoshop, Mac, Print Production, Corporate Identity, Posters, Photography, CSS, Retouching, HTML, Animation, Direct Mail, Interaction Design, Collateral, User Experience, Layout, Creative Direction, User Interface Design, Flyers, Banners, Advertising, Image Manipulation, Storyboarding, Adobe Fireworks, Concept Development, QuarkXPress
Education
San Jose State University 1998 — 2002
B.A., Graphic Design
George Washington High School 1994 — 1998
Charles Schwab April 2015 - Present
Elemental Design October 2005 - Present
Robert Half International March 2012 - April 2015
Rauxa December 2011 - December 2011
Wells Fargo September 2011 - December 2011
SolutionSet June 2011 - July 2011
McKesson April 2011 - May 2011
KPMG September 2010 - February 2011
WestEd August 2008 - April 2010
Charles Schwab Creative Services Division April 2007 - May 2008
Skills
Print Collateral, Flash, Graphics, Brochures, Graphic Design, Illustrator, Illustration, Dreamweaver, Typography, InDesign, Adobe Creative Suite, Adobe Acrobat, Logo Design, Web Design, Logos, Photoshop, Mac, Print Production, Corporate Identity, Posters, Photography, CSS, Retouching, HTML, Animation, Direct Mail, Interaction Design, Collateral, User Experience, Layout, Creative Direction, User Interface Design, Flyers, Banners, Advertising, Image Manipulation, Storyboarding, Adobe Fireworks, Concept Development, QuarkXPress
Education
San Jose State University 1998 — 2002
B.A., Graphic Design
George Washington High School 1994 — 1998
Bhaumik Parikh's Charles Schwab Experience April 2006 - April 2007
Job BI Architect at Mars
Industry Computer Software
Experience
Mars April 2009 - Present
Virtue Group November 2005 - Present
DC Government April 2007 - April 2009
i3 Software 2008 - 2008
Charles Schwab April 2006 - April 2007
Skills
Business Objects, Xcelsius, Oracle, Data Warehousing, Business Intelligence, ETL, Data Modeling, Informatica, Teradata, Business Intelligence..., Dashboard, PL/SQL, Requirements Analysis, SDLC, Crystal Reports, SQL, Microsoft SQL Server, Analysis
Education
Sardar Patel University
BS, Computer Applications
Mars April 2009 - Present
Virtue Group November 2005 - Present
DC Government April 2007 - April 2009
i3 Software 2008 - 2008
Charles Schwab April 2006 - April 2007
Skills
Business Objects, Xcelsius, Oracle, Data Warehousing, Business Intelligence, ETL, Data Modeling, Informatica, Teradata, Business Intelligence..., Dashboard, PL/SQL, Requirements Analysis, SDLC, Crystal Reports, SQL, Microsoft SQL Server, Analysis
Education
Sardar Patel University
BS, Computer Applications
Irene Gilbert Irene Gilbert's Charles Schwab Experience February 2012 - Present
Job Vice President Regulatory Affairs at Charles Schwab
Industry Legal Services
Experience
Charles Schwab February 2012 - Present
Wright Finlay & Zak, LLP October 2011 - February 2012
DebtMarket June 2011 - September 2011
GreenPoint Mortgage Funding, Inc./Capital One Financial Corp 2004 - 2010
GreenPoint Mortgage November 2002 - May 2004
Fair Isaac 1997 - 2002
Federal Deposit Insurance Corp 1987 - 1997
Skills
Litigation Management, Contract Law, Litigation, Employment Law, Intellectual Property, Corporate Law, Property Law, Mortgage Compliance, Corporate Governance, Privacy Law, Banking Law, Bankruptcy, Commercial Litigation, Legal Advice, Licensing, Risk Management, Software Licensing
Education
Santa Clara University School of Law 1979 — 1982
J.D.
Stanford University
B.A., Social Sciences
Charles Schwab February 2012 - Present
Wright Finlay & Zak, LLP October 2011 - February 2012
DebtMarket June 2011 - September 2011
GreenPoint Mortgage Funding, Inc./Capital One Financial Corp 2004 - 2010
GreenPoint Mortgage November 2002 - May 2004
Fair Isaac 1997 - 2002
Federal Deposit Insurance Corp 1987 - 1997
Skills
Litigation Management, Contract Law, Litigation, Employment Law, Intellectual Property, Corporate Law, Property Law, Mortgage Compliance, Corporate Governance, Privacy Law, Banking Law, Bankruptcy, Commercial Litigation, Legal Advice, Licensing, Risk Management, Software Licensing
Education
Santa Clara University School of Law 1979 — 1982
J.D.
Stanford University
B.A., Social Sciences
Thomas R. Alley's Charles Schwab Experience November 1999 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1999 - Present
Prolab Orthotics January 1976 - September 1996
Education
San Francisco State University 1998 — 2002
Charles Schwab November 1999 - Present
Prolab Orthotics January 1976 - September 1996
Education
San Francisco State University 1998 — 2002
Tamra Bidegary Tamra Bidegary's Charles Schwab Experience September 2012 - November 2014
Job Senior Marketing Manager MARCOM at Charles Schwab
Industry Banking
Experience
Bank of the West November 2014 - Present
Charles Schwab September 2012 - November 2014
Union Bank January 2007 - September 2012
Bridger Commercial Funding 2005 - 2007
Holland-Parlette Associates January 2004 - November 2005
Southwest Airlines 2001 - 2003
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Integrated Marketing, Direct Marketing, Advertising, Online Marketing, Public Relations, Marketing Management, Brand Management, Event Management, Corporate Communications, Vendor Management, Strategic Planning, Business Strategy, New Business Development, Lead Generation, Project Management, Email Marketing, Market Research, Cross-functional Team..., Budgets, Negotiation, Risk Management, Analytics, Business Development, Sales, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Management, Social Media Marketing
Education
National Holistic Institute 2009 — 2010
CMT, Sports Therapy Rehabilitation
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Marketing
Albert M Lowry High School 1996 — 1999
Bachelor of Science (B.S.), Marketing
Bank of the West November 2014 - Present
Charles Schwab September 2012 - November 2014
Union Bank January 2007 - September 2012
Bridger Commercial Funding 2005 - 2007
Holland-Parlette Associates January 2004 - November 2005
Southwest Airlines 2001 - 2003
Skills
Marketing Strategy, Marketing, Marketing Communications, Event Planning, Integrated Marketing, Direct Marketing, Advertising, Online Marketing, Public Relations, Marketing Management, Brand Management, Event Management, Corporate Communications, Vendor Management, Strategic Planning, Business Strategy, New Business Development, Lead Generation, Project Management, Email Marketing, Market Research, Cross-functional Team..., Budgets, Negotiation, Risk Management, Analytics, Business Development, Sales, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Management, Social Media Marketing
Education
National Holistic Institute 2009 — 2010
CMT, Sports Therapy Rehabilitation
Santa Clara University 1999 — 2003
Bachelor of Science (BS), Marketing
Albert M Lowry High School 1996 — 1999
Bachelor of Science (B.S.), Marketing
Hanh Schnittgrund Hanh Schnittgrund's Charles Schwab Experience July 2012 - July 2013
Job Product Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Charles Schwab July 2012 - July 2013
Advanced Micro Devices May 2005 - January 2012
Wells Fargo Bank December 2000 - January 2004
Visa November 1996 - December 1999
Skills
Project Management, Creative Direction, Web Analytics, Social Media, User Experience, Web Design, Product Development, Product Marketing, Marketing Strategy, Marketing, Product Management, Web Development, E-commerce, Content Management, User Interface Design, Usability Testing, Usability, Multi-channel Marketing, Web Project Management, Web Content Management, Leadership, Cross-functional Team..., Information Architecture, Website Development, Agile Methodologies, Vendor Management, Global Marketing, Strategy, B2B Marketing, B2C marketing, Analytics, Social Media Marketing, Google Analytics, SEO, CRM, Omniture, Content Strategy, SaaS, Digital Marketing, Digital Strategy, Demand Generation, SEM, Strategic Partnerships
Education
San Jose State University 1991 — 1993
BS, Advertising
Wells Fargo June 2015 - Present
Charles Schwab July 2012 - July 2013
Advanced Micro Devices May 2005 - January 2012
Wells Fargo Bank December 2000 - January 2004
Visa November 1996 - December 1999
Skills
Project Management, Creative Direction, Web Analytics, Social Media, User Experience, Web Design, Product Development, Product Marketing, Marketing Strategy, Marketing, Product Management, Web Development, E-commerce, Content Management, User Interface Design, Usability Testing, Usability, Multi-channel Marketing, Web Project Management, Web Content Management, Leadership, Cross-functional Team..., Information Architecture, Website Development, Agile Methodologies, Vendor Management, Global Marketing, Strategy, B2B Marketing, B2C marketing, Analytics, Social Media Marketing, Google Analytics, SEO, CRM, Omniture, Content Strategy, SaaS, Digital Marketing, Digital Strategy, Demand Generation, SEM, Strategic Partnerships
Education
San Jose State University 1991 — 1993
BS, Advertising
Janaye Roy's Charles Schwab Experience April 2011 - Present
Job Sr. Manager, Franchise Programs, Sales and Marketing, Schwab Independent Branch Services
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Genentech, a Member of the Roche Group March 2008 - April 2011
Genentech September 2006 - February 2008
Genentech January 2005 - August 2006
Genentech December 2003 - December 2004
San Mateo County Workforce Development Board December 2002 - January 2004
San Francisco Elections Department February 2002 - December 2002
Skills
Franchise Consulting, Talent Acquisition, Program Management..., Technical Recruiting, Project Planning, Event Planning, Event Management, Program Management, Marketing, Team Building, Human Resources, Retail, Leadership Development, Networking, Strategic Planning, Recruiting, Project Management, Leadership, Business Development, Management, Business Strategy, Training, Social Networking, Organizational..., Coaching, New Business Development, Change Management, Budgets, Management Consulting, Financial Services, Start-ups, Vendor Management
Education
San Francisco State University, College of Business
BS, Business Administration and Marketing
Northern California Human Resource Association
Professional in Human Resources Certification, Talent Acquisition
Charles Schwab April 2011 - Present
Genentech, a Member of the Roche Group March 2008 - April 2011
Genentech September 2006 - February 2008
Genentech January 2005 - August 2006
Genentech December 2003 - December 2004
San Mateo County Workforce Development Board December 2002 - January 2004
San Francisco Elections Department February 2002 - December 2002
Skills
Franchise Consulting, Talent Acquisition, Program Management..., Technical Recruiting, Project Planning, Event Planning, Event Management, Program Management, Marketing, Team Building, Human Resources, Retail, Leadership Development, Networking, Strategic Planning, Recruiting, Project Management, Leadership, Business Development, Management, Business Strategy, Training, Social Networking, Organizational..., Coaching, New Business Development, Change Management, Budgets, Management Consulting, Financial Services, Start-ups, Vendor Management
Education
San Francisco State University, College of Business
BS, Business Administration and Marketing
Northern California Human Resource Association
Professional in Human Resources Certification, Talent Acquisition
Bridget Christian Bridget Christian's Charles Schwab Experience June 2011 - March 2012
Job Currently Looking
Industry Financial Services
Experience
Western Union Digital Ventures June 2012 - May 2013
Charles Schwab June 2011 - March 2012
JPMorgan Chase December 2005 - June 2010
Providian Financial September 2005 - December 2005
Washington Mutual March 2002 - August 2005
Providian Financial May 2000 - March 2002
Skills
Payments, Customer Service, Credit Cards, Call Center, Process Improvement
Education
San Joaquin Delta College 1991 — 1992
N/A, Basic studies for AA
San Joaquin Delta College
Basic Studies
Tulane
Diploma; Masters Certification, Business Administration
Villanova University, Florida
Certification, Human Rsources
Western Union Digital Ventures June 2012 - May 2013
Charles Schwab June 2011 - March 2012
JPMorgan Chase December 2005 - June 2010
Providian Financial September 2005 - December 2005
Washington Mutual March 2002 - August 2005
Providian Financial May 2000 - March 2002
Skills
Payments, Customer Service, Credit Cards, Call Center, Process Improvement
Education
San Joaquin Delta College 1991 — 1992
N/A, Basic studies for AA
San Joaquin Delta College
Basic Studies
Tulane
Diploma; Masters Certification, Business Administration
Villanova University, Florida
Certification, Human Rsources
Kathy Deans Kathy Deans's Charles Schwab Experience 2004 - 2009
Job Senior Project Manager at Kaiser Permanente, PMO
Industry Information Technology and Services
Experience
Kaiser Permanente September 2009 - Present
Charles Schwab 2004 - 2009
Commerce One 2000 - 2002
Electronic Data Systems 1999 - 2000
MCI 1996 - 1999
Systemhouse 1996 - 1997
Apple Computer 1990 - 1996
All Wrapped Up 1989 - 1990
Dataquest 1988 - 1989
Ross Systems 1986 - 1987
Education
San Jose State University 1971 — 1973
BS, Busniess Administration Management
Kaiser Permanente September 2009 - Present
Charles Schwab 2004 - 2009
Commerce One 2000 - 2002
Electronic Data Systems 1999 - 2000
MCI 1996 - 1999
Systemhouse 1996 - 1997
Apple Computer 1990 - 1996
All Wrapped Up 1989 - 1990
Dataquest 1988 - 1989
Ross Systems 1986 - 1987
Education
San Jose State University 1971 — 1973
BS, Busniess Administration Management
Thin Dang Thin Dang's Charles Schwab Experience July 1999 - February 2009
Job Senior Software Engineer at Walmart Global eCommerce
Industry Information Technology and Services
Experience
Walmart Global eCommerce 2010 - Present
Charles Schwab July 1999 - February 2009
Dreyers Grand Ice Cream January 1997 - January 1999
Hewlett-Packard January 1996 - January 1997
Apple Computer, Cupertino January 1995 - January 1997
FIRST IMAGE January 1993 - January 1995
EPRI (Electric Power Research Institute) January 1991 - January 1995
Bank of America January 1983 - January 1995
Skills
ETL, Modeling, Software Development, Databases, SQL, Unix, Data Warehousing, Agile Methodologies, SDLC, Oracle, Business Intelligence, Software Project..., Requirements Analysis, PL/SQL
Education
San Francisco State University 1971 — 1980
Bachelor of Music, Theory & Composition
Walmart Global eCommerce 2010 - Present
Charles Schwab July 1999 - February 2009
Dreyers Grand Ice Cream January 1997 - January 1999
Hewlett-Packard January 1996 - January 1997
Apple Computer, Cupertino January 1995 - January 1997
FIRST IMAGE January 1993 - January 1995
EPRI (Electric Power Research Institute) January 1991 - January 1995
Bank of America January 1983 - January 1995
Skills
ETL, Modeling, Software Development, Databases, SQL, Unix, Data Warehousing, Agile Methodologies, SDLC, Oracle, Business Intelligence, Software Project..., Requirements Analysis, PL/SQL
Education
San Francisco State University 1971 — 1980
Bachelor of Music, Theory & Composition
Gina Farr Gina Farr's Charles Schwab Experience 1982 - 1983
Job P.R. Agency for the Earth: Creative communications & video productions; messaging strategy; sound & visual design
Industry Media Production
Experience
Farr Visions Communications 1986 - Present
Syndvest Properties, Inc. 1986 - 1989
Bank of America 1983 - 1986
Charles Schwab 1982 - 1983
Skills
Marketing Communications, Multimedia, Creative Direction, Public Relations, Art Direction, Video, Photography, Videography, Narration, Soundtrack scoring, Sound Design, Video Editing, Video Production, Field Recording, Public Speaking, Strategic Communications, Web Design, Graphic Design, Copywriting, Mac, Writing, Adobe Creative Suite, Final Cut Pro, Content Development, Social Networking, Advertising, Content Strategy, Music, Newsletters, New Media, Graphics, Digital Strategy, Digital Photography, Illustrator, Brochures, Editing, Copy Editing, Blogging, Social Media Marketing, Voice Over, Logo Design, Press Releases, Online Marketing, Entertainment, Creative Writing, Content Management, Art, Journalism, Social Media, Digital Media
Education
San Francisco State University, College of Business 1978 — 1982
B.S., management and communications; biology
Farr Visions Communications 1986 - Present
Syndvest Properties, Inc. 1986 - 1989
Bank of America 1983 - 1986
Charles Schwab 1982 - 1983
Skills
Marketing Communications, Multimedia, Creative Direction, Public Relations, Art Direction, Video, Photography, Videography, Narration, Soundtrack scoring, Sound Design, Video Editing, Video Production, Field Recording, Public Speaking, Strategic Communications, Web Design, Graphic Design, Copywriting, Mac, Writing, Adobe Creative Suite, Final Cut Pro, Content Development, Social Networking, Advertising, Content Strategy, Music, Newsletters, New Media, Graphics, Digital Strategy, Digital Photography, Illustrator, Brochures, Editing, Copy Editing, Blogging, Social Media Marketing, Voice Over, Logo Design, Press Releases, Online Marketing, Entertainment, Creative Writing, Content Management, Art, Journalism, Social Media, Digital Media
Education
San Francisco State University, College of Business 1978 — 1982
B.S., management and communications; biology
Pavan W. Auman, CFA's Charles Schwab Experience June 2008 - September 2014
Job Research Analyst at Bernstein Global Wealth Management
Industry Financial Services
Experience
AllianceBernstein September 2014 - Present
Charles Schwab June 2008 - September 2014
Charles Schwab February 2007 - June 2008
VisageMobile.Com May 2005 - February 2007
Bricsnet Incorporated December 2002 - March 2005
ChemConnect August 2000 - March 2002
SmartAge March 2000 - August 2000
StockMaster.Com October 1998 - December 1999
U.S. Department of Energy June 1998 - October 1998
Education
Santa Clara University 2003 — 2007
MBA, Finance
AllianceBernstein September 2014 - Present
Charles Schwab June 2008 - September 2014
Charles Schwab February 2007 - June 2008
VisageMobile.Com May 2005 - February 2007
Bricsnet Incorporated December 2002 - March 2005
ChemConnect August 2000 - March 2002
SmartAge March 2000 - August 2000
StockMaster.Com October 1998 - December 1999
U.S. Department of Energy June 1998 - October 1998
Education
Santa Clara University 2003 — 2007
MBA, Finance
Jamieson Suriyakam Jamieson Suriyakam's Charles Schwab Experience December 2013 - Present
Job Sr. Manager, Real Estate Strategy at Charles Schwab
Industry Real Estate
Experience
Charles Schwab December 2013 - Present
Cushman & Wakefield October 2012 - December 2013
Jones Lang LaSalle December 2011 - October 2012
PwC January 2011 - December 2011
Jones Lang LaSalle June 2008 - January 2011
Grubb and Ellis June 2007 - June 2008
Lockheed Martin Space Systems Company November 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Investments, Real Estate, Variance Analysis, Commercial Real Estate, Real Estate Transactions, Finance, Real Estate Economics, Valuation, Due Diligence, Leases, Corporate Real Estate, Disposition, Investment Properties, Analysis
Education
Santa Clara University 2008 — 2012
Master of Business Administration (MBA), Accounting and Finance
Santa Clara University 2002 — 2006
Bachelor of Science, Finance
Seabury Hall 1998 — 2002
Charles Schwab December 2013 - Present
Cushman & Wakefield October 2012 - December 2013
Jones Lang LaSalle December 2011 - October 2012
PwC January 2011 - December 2011
Jones Lang LaSalle June 2008 - January 2011
Grubb and Ellis June 2007 - June 2008
Lockheed Martin Space Systems Company November 2006 - June 2007
Skills
Financial Analysis, Financial Modeling, Investments, Real Estate, Variance Analysis, Commercial Real Estate, Real Estate Transactions, Finance, Real Estate Economics, Valuation, Due Diligence, Leases, Corporate Real Estate, Disposition, Investment Properties, Analysis
Education
Santa Clara University 2008 — 2012
Master of Business Administration (MBA), Accounting and Finance
Santa Clara University 2002 — 2006
Bachelor of Science, Finance
Seabury Hall 1998 — 2002
Virginia M Fournier's Charles Schwab Experience May 2010 - January 2011
Job Senior Standards Counsel at Apple
Industry Legal Services
Experience
Apple August 2015 - Present
Hewlett-Packard March 2013 - August 2015
Aricent Group March 2011 - March 2013
Axiom Global, Inc. May 2010 - March 2011
Charles Schwab May 2010 - January 2011
Sun Microsystems, Inc. July 2005 - February 2010
Sun Microsystems September 2003 - July 2005
Sun Microsystems January 2000 - September 2003
Charles Schwab & Co., Inc. January 1998 - January 2000
Oracle Corporation September 1997 - January 1998
Skills
Intellectual Property, Licensing, Contract Negotiation, Licensing Agreements, Technology Transactions, Software Licensing, Legal Writing, Corporate Law, Mergers, Mergers & Acquisitions, Mobile Devices, Open Source, Cloud Computing, BYOD, Privacy Law, Start-ups, Trademarks, Strategy, Business Development, Enterprise Software, Outsourcing, Program Management, E-commerce, Management, Strategic Partnerships, Negotiation
Education
Santa Clara University School of Law 1989 — 1993
JD, Law
University of Northern Colorado 1981 — 1985
BA, French and Education, Spanish
Apple August 2015 - Present
Hewlett-Packard March 2013 - August 2015
Aricent Group March 2011 - March 2013
Axiom Global, Inc. May 2010 - March 2011
Charles Schwab May 2010 - January 2011
Sun Microsystems, Inc. July 2005 - February 2010
Sun Microsystems September 2003 - July 2005
Sun Microsystems January 2000 - September 2003
Charles Schwab & Co., Inc. January 1998 - January 2000
Oracle Corporation September 1997 - January 1998
Skills
Intellectual Property, Licensing, Contract Negotiation, Licensing Agreements, Technology Transactions, Software Licensing, Legal Writing, Corporate Law, Mergers, Mergers & Acquisitions, Mobile Devices, Open Source, Cloud Computing, BYOD, Privacy Law, Start-ups, Trademarks, Strategy, Business Development, Enterprise Software, Outsourcing, Program Management, E-commerce, Management, Strategic Partnerships, Negotiation
Education
Santa Clara University School of Law 1989 — 1993
JD, Law
University of Northern Colorado 1981 — 1985
BA, French and Education, Spanish
Pamela O'Sullivan Pamela O'Sullivan's Charles Schwab Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2002 - 2005
Charles Schwab February 1999 - 2002
Wells Fargo 1992 - 1999
California Casualty Management Company 1991 - 1992
Skills
Cross-functional Team...
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Santa Clara University 1986 — 1990
Bachelor's Degree, Marketing/Marketing Management, General
Charles Schwab 2002 - 2005
Charles Schwab February 1999 - 2002
Wells Fargo 1992 - 1999
California Casualty Management Company 1991 - 1992
Skills
Cross-functional Team...
Education
UCLA Anderson School of Management 1999 — 2001
Master of Business Administration (M.B.A.)
Santa Clara University 1986 — 1990
Bachelor's Degree, Marketing/Marketing Management, General
AJ Leighton AJ Leighton's Charles Schwab Experience June 2014 - June 2015
Job Experienced production artist and graphic designer.
Industry Graphic Design
Experience
Jack Morton Worldwide June 2015 - August 2015
Charles Schwab June 2014 - June 2015
PsPrint August 2013 - May 2014
Canterbury Media April 2013 - July 2013
TRUSTe 2008 - 2010
Village Voice Media/East Bay Express 2007 - 2007
Skills
Adobe Creative Suite, HTML + CSS, Report Writing, Accounts Payable, Creative Writing, Photoshop, Graphic Design, CSS, Copywriting, HTML, InDesign, Flash, Dreamweaver, Illustrator, ActionScript, Mac, Word, Illustration, Brochures, Logo Design, Advertising, Layout, Graphics
Education
San Jose State University 2008 — 2010
Bachelor of Science - Journalism, newscasting, news writing, advertising, creative writing
Laney College 2010 — 2012
Applied Graphic Design, Typography, AdobeCS5, Print Production, Publication Design
Jack Morton Worldwide June 2015 - August 2015
Charles Schwab June 2014 - June 2015
PsPrint August 2013 - May 2014
Canterbury Media April 2013 - July 2013
TRUSTe 2008 - 2010
Village Voice Media/East Bay Express 2007 - 2007
Skills
Adobe Creative Suite, HTML + CSS, Report Writing, Accounts Payable, Creative Writing, Photoshop, Graphic Design, CSS, Copywriting, HTML, InDesign, Flash, Dreamweaver, Illustrator, ActionScript, Mac, Word, Illustration, Brochures, Logo Design, Advertising, Layout, Graphics
Education
San Jose State University 2008 — 2010
Bachelor of Science - Journalism, newscasting, news writing, advertising, creative writing
Laney College 2010 — 2012
Applied Graphic Design, Typography, AdobeCS5, Print Production, Publication Design
Jeffrey Gong's Charles Schwab Experience August 2012 - Present
Job Client Services Specialist at Charles Schwab
Industry Events Services
Experience
Charles Schwab August 2012 - Present
Heritage House Tableware June 2009 - September 2012
Pump It Up of San Francisco June 2009 - August 2012
Gilroy Gardens Family Theme Park June 2007 - July 2008
Gap Outlet 2005 - 2007
Skills
Social Media, Marketing, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Project Management, Microsoft Word, Customer Satisfaction, Sales Operations, E-commerce Optimization
Education
San Francisco State University, College of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab August 2012 - Present
Heritage House Tableware June 2009 - September 2012
Pump It Up of San Francisco June 2009 - August 2012
Gilroy Gardens Family Theme Park June 2007 - July 2008
Gap Outlet 2005 - 2007
Skills
Social Media, Marketing, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Project Management, Microsoft Word, Customer Satisfaction, Sales Operations, E-commerce Optimization
Education
San Francisco State University, College of Business 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Ramganesh Kanagasabai, CEH's Charles Schwab Experience May 2009 - January 2010
Job KBR APT Sr. Technology and Information Security Advisor
Industry Information Technology and Services
Experience
KBR, Inc. February 2014 - Present
AMD January 2010 - January 2014
Charles Schwab May 2009 - January 2010
JPMorgan Chase June 2007 - June 2009
The Regence Group April 2005 - June 2007
Smartzoid Research Corporation January 2001 - March 2005
Intel Corporation October 1999 - June 2004
PCL Mindware July 1994 - February 1997
Skills
Solution Architect, Clarity PPM, .NET/Java, Architecture, Project Management, Performance Tuning, CA Clarity, SQL
Education
Sathyabama Institute of Science and Technology 1988 — 2002
BE
T.I Matriculation Higher Secondary School 1986 — 1988
High School
St. Mary's Matriculation Higher Secondary School, Redhills 1981 — 1986
High School
KBR, Inc. February 2014 - Present
AMD January 2010 - January 2014
Charles Schwab May 2009 - January 2010
JPMorgan Chase June 2007 - June 2009
The Regence Group April 2005 - June 2007
Smartzoid Research Corporation January 2001 - March 2005
Intel Corporation October 1999 - June 2004
PCL Mindware July 1994 - February 1997
Skills
Solution Architect, Clarity PPM, .NET/Java, Architecture, Project Management, Performance Tuning, CA Clarity, SQL
Education
Sathyabama Institute of Science and Technology 1988 — 2002
BE
T.I Matriculation Higher Secondary School 1986 — 1988
High School
St. Mary's Matriculation Higher Secondary School, Redhills 1981 — 1986
High School
Vidhyutkumar Rabari Vidhyutkumar Rabari's Charles Schwab Experience May 2011 - Present
Job Senior Consultant at SIRVA Worldwide Relocation & Moving
Industry Financial Services
Experience
SIRVA Worldwide Relocation & Moving August 2015 - Present
Charles Schwab May 2011 - Present
Verizon Data Services July 2010 - May 2011
Verizon Wireless January 2010 - May 2010
Verizon Wireless January 2009 - December 2009
Verizon Wireless January 2008 - December 2008
Young Gujarat IT Solution July 2005 - December 2007
Skills
MVC Architecture, C#, WCF, ASP.NET MVC, ASP.NET Web API, ASP.NET AJAX, KnockoutJS, AngularJS, Node.js, Razor, Application Architecture, Cloud Applications, Microsoft SQL Server, T-SQL, Database Design, HTML5, jQuery, JavaScript, Katana, Owins, IoC, SQL, .NET, Agile Methodologies, SDLC
Education
Sardar Patel University 2004 — 2006
Master’s Degree, Computer Programming, Specific Applications, First
Sardar Patel University 2001 — 2003
Bachelor’s Degree, Computer Programming, Specific Applications, First
SIRVA Worldwide Relocation & Moving August 2015 - Present
Charles Schwab May 2011 - Present
Verizon Data Services July 2010 - May 2011
Verizon Wireless January 2010 - May 2010
Verizon Wireless January 2009 - December 2009
Verizon Wireless January 2008 - December 2008
Young Gujarat IT Solution July 2005 - December 2007
Skills
MVC Architecture, C#, WCF, ASP.NET MVC, ASP.NET Web API, ASP.NET AJAX, KnockoutJS, AngularJS, Node.js, Razor, Application Architecture, Cloud Applications, Microsoft SQL Server, T-SQL, Database Design, HTML5, jQuery, JavaScript, Katana, Owins, IoC, SQL, .NET, Agile Methodologies, SDLC
Education
Sardar Patel University 2004 — 2006
Master’s Degree, Computer Programming, Specific Applications, First
Sardar Patel University 2001 — 2003
Bachelor’s Degree, Computer Programming, Specific Applications, First
Leslie Gambon Leslie Gambon's Charles Schwab Experience November 2014 - Present
Job Fiduciary Oversight Officer at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
BlackRock 2011 - August 2014
BlackRock 2009 - 2011
Barclays 2007 - 2009
Barclays 2004 - 2007
Barclays 2001 - 2004
Barclays 1999 - 2001
Barclays 1996 - 1999
Wells Fargo / Nikko Investment Advisors 1990 - 1996
Skills
ETFs, Hedge Funds, Fixed Income, Asset Managment, Investment Strategies, Equities, Derivatives, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Financial Services, Equity Derivatives, Fund Of Funds, FX Options, Capital Markets, Securities, Asset Allocation, Trading Systems, Asset Management, Emerging Markets, Bonds, Equity Research, Alternative Investments, Series 7, Financial Markets, Quantitative Finance, Middle Office
Education
San Francisco State University, College of Business 1985 — 1989
BS, Finance and Real Estate
Charles Schwab November 2014 - Present
BlackRock 2011 - August 2014
BlackRock 2009 - 2011
Barclays 2007 - 2009
Barclays 2004 - 2007
Barclays 2001 - 2004
Barclays 1999 - 2001
Barclays 1996 - 1999
Wells Fargo / Nikko Investment Advisors 1990 - 1996
Skills
ETFs, Hedge Funds, Fixed Income, Asset Managment, Investment Strategies, Equities, Derivatives, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Financial Services, Equity Derivatives, Fund Of Funds, FX Options, Capital Markets, Securities, Asset Allocation, Trading Systems, Asset Management, Emerging Markets, Bonds, Equity Research, Alternative Investments, Series 7, Financial Markets, Quantitative Finance, Middle Office
Education
San Francisco State University, College of Business 1985 — 1989
BS, Finance and Real Estate
Noumit Pathak Noumit Pathak's Charles Schwab Experience January 2015 - Present
Job Sr. Program Manager at Infosys Technologies Ltd
Industry Information Technology and Services
Experience
Charles Schwab January 2015 - Present
Infosys Technologies Ltd October 2000 - Present
Ameriprise Financial 2005 - 2008
Skills
Global Delivery, IT Strategy, Program Management, Account Management, Project Governance, SDLC, Agile Project Management, Requirements Analysis, PMP, Software Project..., Management, Project Portfolio..., COBOL, Business Analysis, Requirements Gathering, Engagement Management, Mainframe, PMO, Project Management, CRM, Java, .NET, Vendor Management
Education
G H Patel College of Engineering & Technology 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Sardar Patel University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Charles Schwab January 2015 - Present
Infosys Technologies Ltd October 2000 - Present
Ameriprise Financial 2005 - 2008
Skills
Global Delivery, IT Strategy, Program Management, Account Management, Project Governance, SDLC, Agile Project Management, Requirements Analysis, PMP, Software Project..., Management, Project Portfolio..., COBOL, Business Analysis, Requirements Gathering, Engagement Management, Mainframe, PMO, Project Management, CRM, Java, .NET, Vendor Management
Education
G H Patel College of Engineering & Technology 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
Sardar Patel University 1996 — 2000
Bachelor of Engineering (BE), Chemical Engineering
David Sepe David Sepe's Charles Schwab Experience June 2005 - March 2007
Job Group Controller at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank March 2013 - September 2013
Silicon Valley Bank September 2009 - March 2013
Silicon Valley Bank September 2007 - September 2009
Charles Schwab June 2005 - March 2007
Deloitte May 2004 - May 2005
KPMG September 2002 - May 2004
Skills
Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
Santa Clara University 1997 — 2001
Finance/Accounting, Accounting and Finance
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank March 2013 - September 2013
Silicon Valley Bank September 2009 - March 2013
Silicon Valley Bank September 2007 - September 2009
Charles Schwab June 2005 - March 2007
Deloitte May 2004 - May 2005
KPMG September 2002 - May 2004
Skills
Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
Santa Clara University 1997 — 2001
Finance/Accounting, Accounting and Finance
Caitlyn Remenyi Caitlyn Remenyi's Charles Schwab Experience July 2015 - Present
Job Client Service & Support, Stock Plan Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Everest College Phoenix Online June 2012 - April 2015
The Cheesecake Factory June 2007 - February 2012
Santa Clara University August 2009 - March 2011
Skills
Higher Education, Event Planning, Research, Customer Service, Microsoft Office, PowerPoint, Teamwork, Internal Customers, Facebook, Work Flow Manaement, Staff Development, Client Relationship..., Leadership, Recruitment/Hiring, Master Scheduling, Statistical Data..., Public Speaking, Microsoft Excel, Management, Leadership Development, Data Analysis, Training, Coaching, Career Counseling, Social Networking, Time Management, Adult Education, Student Affairs, Team Building, Student Development
Education
Santa Clara University 2009 — 2011
Bachelors of Science, Sociology
Fremont Beauty College 2005 — 2006
Licensed, Cosmetologist
American High School 2002 — 2006
Mission Valley Regional Occupational College 2004 — 2005
Certified, Medical Assistant
Charles Schwab July 2015 - Present
Everest College Phoenix Online June 2012 - April 2015
The Cheesecake Factory June 2007 - February 2012
Santa Clara University August 2009 - March 2011
Skills
Higher Education, Event Planning, Research, Customer Service, Microsoft Office, PowerPoint, Teamwork, Internal Customers, Facebook, Work Flow Manaement, Staff Development, Client Relationship..., Leadership, Recruitment/Hiring, Master Scheduling, Statistical Data..., Public Speaking, Microsoft Excel, Management, Leadership Development, Data Analysis, Training, Coaching, Career Counseling, Social Networking, Time Management, Adult Education, Student Affairs, Team Building, Student Development
Education
Santa Clara University 2009 — 2011
Bachelors of Science, Sociology
Fremont Beauty College 2005 — 2006
Licensed, Cosmetologist
American High School 2002 — 2006
Mission Valley Regional Occupational College 2004 — 2005
Certified, Medical Assistant
Jelena Martinez Jelena Martinez's Charles Schwab Experience November 2014 - Present
Job Sr. Administrator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
RHA Holdings, LLC January 2000 - January 2014
Oracle November 2010 - January 2011
Skills
Business Management, Customer Service, Asset Management, Team Management, Computer Science, Computer Proficiency, Customer Satisfaction, Customer Relations, Customer Retention, Financial Services, Inventory Management, Small Business, Employee Training, Employee Engagement, Communication, Coaching, Technical Writing
Education
San Jose State University 2005 — 2008
Bachelor of Science (B.S.), Computer Science
Charles Schwab November 2014 - Present
RHA Holdings, LLC January 2000 - January 2014
Oracle November 2010 - January 2011
Skills
Business Management, Customer Service, Asset Management, Team Management, Computer Science, Computer Proficiency, Customer Satisfaction, Customer Relations, Customer Retention, Financial Services, Inventory Management, Small Business, Employee Training, Employee Engagement, Communication, Coaching, Technical Writing
Education
San Jose State University 2005 — 2008
Bachelor of Science (B.S.), Computer Science
Donald Lynskey's Charles Schwab Experience March 2001 - March 2002
Job ITAnalyst at CSAA Insurance Group
Industry Insurance
Experience
CSAA Insurance Group March 2015 - Present
AAA NCNU Auto Club December 2012 - March 2015
AAA Northern California Nevada & Utah March 2002 - August 2011
Charles Schwab March 2001 - March 2002
Charles Schwab August 2000 - December 2000
Charles Schwab March 2000 - August 2000
California State Automobile Association February 1997 - December 1999
Skills
Salesforce.com..., Salesforce.com..., Certified..., Certified..., Business Systems..., Certified Business..., Agile Methodologies, Scrum, Certified Agile Product..., User Stories, Use Case Analysis, Siebel 7.x, CRM Databases, User Acceptance Testing, Cloud Computing, Cloud Applications, Salesforce.com, SharePoint, Software Development, CRM, Business Analysis, Oracle, Testing, Software Documentation, Business Process..., Software Quality..., Business Capability...
Education
Salesforce Training & Certification
Level 401 Salesforce Developer, Salesforce Development
George Washington University 2005 — 2008
Professional Certificate, Business Analysis
Salesforce Training & Certification
Level 201 Salesforce Administrator, Salesforce Administration
San Jose City College 1972 — 1977
Associate of Arts (A.A.), Fine/Studio Arts, General
CSAA Insurance Group March 2015 - Present
AAA NCNU Auto Club December 2012 - March 2015
AAA Northern California Nevada & Utah March 2002 - August 2011
Charles Schwab March 2001 - March 2002
Charles Schwab August 2000 - December 2000
Charles Schwab March 2000 - August 2000
California State Automobile Association February 1997 - December 1999
Skills
Salesforce.com..., Salesforce.com..., Certified..., Certified..., Business Systems..., Certified Business..., Agile Methodologies, Scrum, Certified Agile Product..., User Stories, Use Case Analysis, Siebel 7.x, CRM Databases, User Acceptance Testing, Cloud Computing, Cloud Applications, Salesforce.com, SharePoint, Software Development, CRM, Business Analysis, Oracle, Testing, Software Documentation, Business Process..., Software Quality..., Business Capability...
Education
Salesforce Training & Certification
Level 401 Salesforce Developer, Salesforce Development
George Washington University 2005 — 2008
Professional Certificate, Business Analysis
Salesforce Training & Certification
Level 201 Salesforce Administrator, Salesforce Administration
San Jose City College 1972 — 1977
Associate of Arts (A.A.), Fine/Studio Arts, General
Courtney Bohl Courtney Bohl's Charles Schwab Experience September 2011 - April 2012
Job Associate at Seyfarth Shaw LLP
Industry Law Practice
Experience
Seyfarth Shaw April 2012 - Present
Charles Schwab September 2011 - April 2012
Lepera & Associates May 2010 - May 2011
Stetson University College of Law May 2009 - August 2009
Sixth Judicial Circuit of Florida Court Administration May 2009 - August 2009
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Civil Litigation, Employment Law, Class Actions
Education
Santa Clara University School of Law 2009 — 2011
J.D., Law, Cum Laude
Stetson University College of Law 2008 — 2009
Law
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Seyfarth Shaw April 2012 - Present
Charles Schwab September 2011 - April 2012
Lepera & Associates May 2010 - May 2011
Stetson University College of Law May 2009 - August 2009
Sixth Judicial Circuit of Florida Court Administration May 2009 - August 2009
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Civil Litigation, Employment Law, Class Actions
Education
Santa Clara University School of Law 2009 — 2011
J.D., Law, Cum Laude
Stetson University College of Law 2008 — 2009
Law
University of California, Davis 2002 — 2006
B.S., Managerial Economics
Michael Vertin, AWMA® Michael Vertin, AWMA®'s Charles Schwab Experience March 1998 - November 2010
Job Investment Advisor at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2011 - Present
Fidelity Investments November 2010 - May 2011
Charles Schwab March 1998 - November 2010
Skills
Series 7, Investments, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, 529 Plans, Investment Strategies, Investment Advisory
Education
San Jose State University 1977 — 1980
Accounting
American Century Investments September 2011 - Present
Fidelity Investments November 2010 - May 2011
Charles Schwab March 1998 - November 2010
Skills
Series 7, Investments, Finance, Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, 529 Plans, Investment Strategies, Investment Advisory
Education
San Jose State University 1977 — 1980
Accounting
Jordan Olivier's Charles Schwab Experience March 2010 - June 2013
Job Vice President, Head of Fund Finance at Lending Club
Industry Financial Services
Experience
Lending Club August 2013 - Present
Charles Schwab March 2010 - June 2013
Charles Schwab February 2009 - March 2010
Charles Schwab August 2007 - February 2009
Charles Schwab November 2005 - August 2007
Charles Schwab May 2003 - November 2005
Charles Schwab August 2000 - May 2003
Deloitte & Touche, LLP November 1996 - August 2000
U.S. Treasury June 1991 - November 1996
Skills
Derivatives, Valuation, Trading, Options, Credit, Bonds, Finance, Corporate Finance, Mutual Funds, Financial Analysis, Financial Modeling, Revenue Forecasting, Planning Budgeting &..., Pricing Strategy, Cash Flow Forecasting, Fair Value, Fund Accounting, Strategic Planning, Strategy, Process Improvement
Education
University of San Francisco
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (B.S.), Finance, General
Lending Club August 2013 - Present
Charles Schwab March 2010 - June 2013
Charles Schwab February 2009 - March 2010
Charles Schwab August 2007 - February 2009
Charles Schwab November 2005 - August 2007
Charles Schwab May 2003 - November 2005
Charles Schwab August 2000 - May 2003
Deloitte & Touche, LLP November 1996 - August 2000
U.S. Treasury June 1991 - November 1996
Skills
Derivatives, Valuation, Trading, Options, Credit, Bonds, Finance, Corporate Finance, Mutual Funds, Financial Analysis, Financial Modeling, Revenue Forecasting, Planning Budgeting &..., Pricing Strategy, Cash Flow Forecasting, Fair Value, Fund Accounting, Strategic Planning, Strategy, Process Improvement
Education
University of San Francisco
Master of Business Administration (MBA)
San Jose State University
Bachelor of Science (B.S.), Finance, General
Howie Kennedy Howie Kennedy's Charles Schwab Experience July 1991 - Present
Job Vice President, Securities Lending at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1991 - Present
Skills
Fixed Income, Securities, Series 63, Mutual Funds, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Capital Markets, Alternative Investments, Equities, Series 7, Financial Services, Derivatives, Investments, Trading, Financial Markets, Risk Management, Trading Systems
Education
Santa Clara University 1987 — 1991
BS, Finance, General
Charles Schwab July 1991 - Present
Skills
Fixed Income, Securities, Series 63, Mutual Funds, Hedge Funds, Portfolio Management, Bloomberg, Asset Management, Capital Markets, Alternative Investments, Equities, Series 7, Financial Services, Derivatives, Investments, Trading, Financial Markets, Risk Management, Trading Systems
Education
Santa Clara University 1987 — 1991
BS, Finance, General
Robert Santoriello Robert Santoriello's Charles Schwab Experience 1989 - 2005
Job President & CEO of Rios & Associates, Inc.
Industry Financial Services
Experience
Rios & Associates, Inc. June 2014 - Present
Rios & Associates August 2008 - Present
Brecek & Young 2006 - 2008
Charles Schwab 1989 - 2005
Skills
Series 7, Series 63, FINRA, Series 24, Mutual Funds, Asset Allocation, Retirement Income..., Wealth Management, Wealth Preservation..., Succession Planning, Practice Management, Buy-sell Agreements
Education
Santa Clara University 1982 — 1991
BA, Economics
Monta Vista High School
Rios & Associates, Inc. June 2014 - Present
Rios & Associates August 2008 - Present
Brecek & Young 2006 - 2008
Charles Schwab 1989 - 2005
Skills
Series 7, Series 63, FINRA, Series 24, Mutual Funds, Asset Allocation, Retirement Income..., Wealth Management, Wealth Preservation..., Succession Planning, Practice Management, Buy-sell Agreements
Education
Santa Clara University 1982 — 1991
BA, Economics
Monta Vista High School
Mark Rafael Mark Rafael's Charles Schwab Experience February 2013 - May 2014
Job Senior Software Engineer at RockYou
Industry Internet
Experience
RockYou April 2015 - Present
Kabam May 2014 - April 2015
Charles Schwab February 2013 - May 2014
QuinStreet February 2011 - February 2013
SET-Solar Corporation September 2009 - February 2011
NASA Ames Research Center June 2008 - August 2008
Menzies Aviation June 2007 - August 2007
Skills
Ruby on Rails, Ruby, PHP, jQuery, CSS, JavaScript, MySQL, Web Development, Photoshop, XML, HTML, LAMP, Web Applications, MVC, Windows, Linux, HTML + CSS, WordPress, Front-end, Mac OS X, CodeIgniter, CMS, AJAX, Adobe Creative Suite, JSON, Git, OOP, SEO, HTML 5, XHTML, Node.js, Apache, Databases
Education
San Jose State University 2003 — 2008
Electrical Engineering, Engineering
RockYou April 2015 - Present
Kabam May 2014 - April 2015
Charles Schwab February 2013 - May 2014
QuinStreet February 2011 - February 2013
SET-Solar Corporation September 2009 - February 2011
NASA Ames Research Center June 2008 - August 2008
Menzies Aviation June 2007 - August 2007
Skills
Ruby on Rails, Ruby, PHP, jQuery, CSS, JavaScript, MySQL, Web Development, Photoshop, XML, HTML, LAMP, Web Applications, MVC, Windows, Linux, HTML + CSS, WordPress, Front-end, Mac OS X, CodeIgniter, CMS, AJAX, Adobe Creative Suite, JSON, Git, OOP, SEO, HTML 5, XHTML, Node.js, Apache, Databases
Education
San Jose State University 2003 — 2008
Electrical Engineering, Engineering
Robert Dobrin Robert Dobrin's Charles Schwab Experience 1997 - 2004
Job Chief Ding Dong Officer at ElectraChime
Industry Consumer Goods
Experience
ElectraChime January 2005 - Present
Wells Fargo 1995 - 2008
Charles Schwab 1997 - 2004
First Nationwide Bank 1984 - 1990
Skills
Product Management, Financial Services, Segmentation, Competitive Analysis, Analytics, Portfolio Management, Product Marketing, Customer Acquisition, Vendor Management, Product Development, Direct Marketing, Cross-functional Team..., Relationship Management, Strategic Planning, Business Strategy, Trading, Market Research, Marketing Strategy, Equities
Education
San Francisco State University, College of Business 1979 — 1982
Marketing
ElectraChime January 2005 - Present
Wells Fargo 1995 - 2008
Charles Schwab 1997 - 2004
First Nationwide Bank 1984 - 1990
Skills
Product Management, Financial Services, Segmentation, Competitive Analysis, Analytics, Portfolio Management, Product Marketing, Customer Acquisition, Vendor Management, Product Development, Direct Marketing, Cross-functional Team..., Relationship Management, Strategic Planning, Business Strategy, Trading, Market Research, Marketing Strategy, Equities
Education
San Francisco State University, College of Business 1979 — 1982
Marketing
John Maffeo John Maffeo's Charles Schwab Experience June 2015 - Present
Job Portfolio Management Equity Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Santa Clara University September 2014 - Present
Boston College July 2013 - September 2014
Practical Applications, Inc. June 2012 - September 2012
Skills
Research, Econometrics, R, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, PeopleSoft, C++, AutoCAD, Editing, Data Analysis, Statistics, Tutoring, Data Entry, CPR Certified, Economics, Analytics
Education
Santa Clara University 2012 — 2016
BS, Economics, Mathematics
Charles Schwab June 2015 - Present
Santa Clara University September 2014 - Present
Boston College July 2013 - September 2014
Practical Applications, Inc. June 2012 - September 2012
Skills
Research, Econometrics, R, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, PeopleSoft, C++, AutoCAD, Editing, Data Analysis, Statistics, Tutoring, Data Entry, CPR Certified, Economics, Analytics
Education
Santa Clara University 2012 — 2016
BS, Economics, Mathematics
Khafra K Omrazeti Khafra K Omrazeti's Charles Schwab Experience January 1990 - March 1997
Job Real Estate Business Broker at KMT Real Properties LLC
Industry Real Estate
Experience
Homesmart: Instrust Realty Group July 2014 - Present
KMT Publications January 2008 - Present
New College of California August 2003 - December 2008
KMT Publications March 1996 - May 2008
Charles Schwab January 1990 - March 1997
Skills
Real Estate Investor, Foreclosures, Real Estate, Investors, REO
Education
San Francisco State University, College of Business 1976 — 1987
BA and MBA, Business
City College of San Francisco
Associate of Arts (AA)
Homesmart: Instrust Realty Group July 2014 - Present
KMT Publications January 2008 - Present
New College of California August 2003 - December 2008
KMT Publications March 1996 - May 2008
Charles Schwab January 1990 - March 1997
Skills
Real Estate Investor, Foreclosures, Real Estate, Investors, REO
Education
San Francisco State University, College of Business 1976 — 1987
BA and MBA, Business
City College of San Francisco
Associate of Arts (AA)
Maureen Leifheit, CAPM Maureen Leifheit, CAPM's Charles Schwab Experience October 1994 - May 1997
Job Financial Services Project Manager
Industry Financial Services
Experience
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Alex Florea's Charles Schwab Experience 2007 — 2009
Job Account Executive at Armanino LLP
Industry Financial Services
Experience
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Seth Cohen's Charles Schwab Experience April 1997 - March 1999
Job Owner at Quonundrums, Inc.
Industry Internet
Experience
Quonundrums, Inc. January 2011 - Present
Cohen Horning Consulting, Ltd. May 2009 - Present
Spot Runner January 2008 - March 2009
Spot Runner June 2005 - January 2008
eBay, Inc. February 2002 - May 2005
Excite@Home March 1999 - January 2002
Charles Schwab April 1997 - March 1999
Visa International October 1989 - December 1996
Skills
Marketing, Business Strategy, Go-to-market Strategy, Management Consulting, Marketing Research, Web Analytics, Analytics, Start-ups, Online Marketing, Strategy, SEO, Market Research, Online Advertising, Marketing Strategy, E-commerce, Business Development, CRM, Leadership, Customer Insight, Lead Generation, Product Management, Competitive Analysis, Management, Advertising, Strategic Partnerships, SEM, Mobile Marketing, Digital Strategy
Education
Santa Clara University
MBA
University of California, Santa Cruz
Bachelor of Arts (B.A.)
Quonundrums, Inc. January 2011 - Present
Cohen Horning Consulting, Ltd. May 2009 - Present
Spot Runner January 2008 - March 2009
Spot Runner June 2005 - January 2008
eBay, Inc. February 2002 - May 2005
Excite@Home March 1999 - January 2002
Charles Schwab April 1997 - March 1999
Visa International October 1989 - December 1996
Skills
Marketing, Business Strategy, Go-to-market Strategy, Management Consulting, Marketing Research, Web Analytics, Analytics, Start-ups, Online Marketing, Strategy, SEO, Market Research, Online Advertising, Marketing Strategy, E-commerce, Business Development, CRM, Leadership, Customer Insight, Lead Generation, Product Management, Competitive Analysis, Management, Advertising, Strategic Partnerships, SEM, Mobile Marketing, Digital Strategy
Education
Santa Clara University
MBA
University of California, Santa Cruz
Bachelor of Arts (B.A.)
David Solis's Charles Schwab Experience January 2002 - November 2004
Job Software Quality Leader
Industry Computer Software
Experience
IGT September 2006 - Present
Wells Fargo April 2005 - September 2006
Gap Inc. November 2004 - March 2005
Charles Schwab January 2002 - November 2004
Bank of America May 2002 - December 2002
GreenPoint Mortgage December 2001 - April 2002
Charles Schwab April 1998 - September 2001
IBM February 1998 - October 1998
PointCast February 1997 - March 1998
Apple October 1994 - February 1997
Skills
Agile Methodologies, Test Automation, Test Planning, Software, Testing
Education
San Jose State University 1986 — 1988
Aerospace, Aeronautical and Astronautical Engineering
IGT September 2006 - Present
Wells Fargo April 2005 - September 2006
Gap Inc. November 2004 - March 2005
Charles Schwab January 2002 - November 2004
Bank of America May 2002 - December 2002
GreenPoint Mortgage December 2001 - April 2002
Charles Schwab April 1998 - September 2001
IBM February 1998 - October 1998
PointCast February 1997 - March 1998
Apple October 1994 - February 1997
Skills
Agile Methodologies, Test Automation, Test Planning, Software, Testing
Education
San Jose State University 1986 — 1988
Aerospace, Aeronautical and Astronautical Engineering
Giovanni Torre's Charles Schwab Experience 2001 - 2005
Job Experienced SeniorLevel Product Manager
Industry Financial Services
Experience
Chares Schwab October 2010 - Present
Schwab Institutional 2005 - October 2010
Charles Schwab 2001 - 2005
Zaplet 2000 - 2001
Charles Schwab April 1999 - April 2000
Franklin Templeton 1993 - 1999
Skills
Product Management, Product Marketing, B2B, Product Development, Analytics, Program Management, Financial Services, Professional Services, Management, SaaS, Agile/Scrum product..., Certified Scrum Product..., Cloud Computing, Enterprise Software, Marketing
Education
Santa Clara University
BS
St. Ignatius
Chares Schwab October 2010 - Present
Schwab Institutional 2005 - October 2010
Charles Schwab 2001 - 2005
Zaplet 2000 - 2001
Charles Schwab April 1999 - April 2000
Franklin Templeton 1993 - 1999
Skills
Product Management, Product Marketing, B2B, Product Development, Analytics, Program Management, Financial Services, Professional Services, Management, SaaS, Agile/Scrum product..., Certified Scrum Product..., Cloud Computing, Enterprise Software, Marketing
Education
Santa Clara University
BS
St. Ignatius
Tom Yamada's Charles Schwab Experience April 2006 - July 2015
Job Software Consultant for Innovent Solutions
Industry Information Technology and Services
Experience
Innovent Solutions June 1999 - Present
Charles Schwab April 2006 - July 2015
Blackboard December 2010 - December 2012
Harris IT Services September 2011 - August 2012
KANA Software July 2011 - February 2012
Order Lunches August 2011 - October 2011
American Suzuki Motor Corporation March 2011 - June 2011
Republic Services Inc April 2011 - April 2011
M Squared Group November 2010 - March 2011
The Circle C Company 2010 - 2010
Skills
Actuate Report, SQL, Microsoft SQL Server, Business Intelligence, Data Warehousing, Oracle, ETL, Java, C#, SDLC, Agile Methodologies, .NET, Web Services, Integration, Software Development, Testing, Visual Basic, DB2, Servers, Quality Assurance, SSRS, MySQL, Databases, Cloud Computing, Enterprise Architecture
Education
Santa Barbara City College 1973 — 1981
AS, Geology
Dos Pueblos HS 1968 — 1972
Innovent Solutions June 1999 - Present
Charles Schwab April 2006 - July 2015
Blackboard December 2010 - December 2012
Harris IT Services September 2011 - August 2012
KANA Software July 2011 - February 2012
Order Lunches August 2011 - October 2011
American Suzuki Motor Corporation March 2011 - June 2011
Republic Services Inc April 2011 - April 2011
M Squared Group November 2010 - March 2011
The Circle C Company 2010 - 2010
Skills
Actuate Report, SQL, Microsoft SQL Server, Business Intelligence, Data Warehousing, Oracle, ETL, Java, C#, SDLC, Agile Methodologies, .NET, Web Services, Integration, Software Development, Testing, Visual Basic, DB2, Servers, Quality Assurance, SSRS, MySQL, Databases, Cloud Computing, Enterprise Architecture
Education
Santa Barbara City College 1973 — 1981
AS, Geology
Dos Pueblos HS 1968 — 1972
Dan Partlow's Charles Schwab Experience June 2014 - March 2015
Job Talent Acquisition
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - March 2015
American Cancer Society June 2013 - December 2013
Time Warner Cable October 2012 - May 2013
Kinetic Concepts July 2012 - October 2012
Dell October 2006 - March 2012
Lifttemp October 2005 - March 2006
The Home Depot 2006 - 2006
ITRM/STAT Medical & Dental Staffing October 2002 - May 2005
Alltel July 1997 - September 1999
Skills
Talent Acquisition
Education
Savannah College of Art and Design 1992 — 1996
Bachelor of Arts, Sequential Art
Charles Schwab June 2014 - March 2015
American Cancer Society June 2013 - December 2013
Time Warner Cable October 2012 - May 2013
Kinetic Concepts July 2012 - October 2012
Dell October 2006 - March 2012
Lifttemp October 2005 - March 2006
The Home Depot 2006 - 2006
ITRM/STAT Medical & Dental Staffing October 2002 - May 2005
Alltel July 1997 - September 1999
Skills
Talent Acquisition
Education
Savannah College of Art and Design 1992 — 1996
Bachelor of Arts, Sequential Art
Lorraine Gatdula's Charles Schwab Experience January 2008 - September 2015
Job Marketing Manager at AssetMark
Industry Marketing and Advertising
Experience
AssetMark September 2015 - Present
Charles Schwab January 2008 - September 2015
Charles Schwab December 2006 - January 2008
San Francisco Federal Credit Union March 2005 - December 2006
American List Counsel February 2003 - March 2005
Brocade Communications Systems, Inc. 2001 - 2002
Education
San Jose State University
Bachelor of Science (B.S.)
AssetMark September 2015 - Present
Charles Schwab January 2008 - September 2015
Charles Schwab December 2006 - January 2008
San Francisco Federal Credit Union March 2005 - December 2006
American List Counsel February 2003 - March 2005
Brocade Communications Systems, Inc. 2001 - 2002
Education
San Jose State University
Bachelor of Science (B.S.)
Anna Kuang's Charles Schwab Experience May 2011 - Present
Job Windows Systems Administrator at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Charles Schwab & Co., Inc. March 2007 - March 2009
Hotwire December 2005 - January 2007
Charles Schwab February 1998 - May 2005
Skills
Troubleshooting, Windows, Disaster Recovery, Technical Support, Active Directory, Vendor Management, SDLC, Visio, SharePoint, Data Center, Security, System Administration, Process Improvement
Education
San Jose State University 1990 — 1995
BA, 1. International Business; 2. Marketing
Charles Schwab May 2011 - Present
Charles Schwab & Co., Inc. March 2007 - March 2009
Hotwire December 2005 - January 2007
Charles Schwab February 1998 - May 2005
Skills
Troubleshooting, Windows, Disaster Recovery, Technical Support, Active Directory, Vendor Management, SDLC, Visio, SharePoint, Data Center, Security, System Administration, Process Improvement
Education
San Jose State University 1990 — 1995
BA, 1. International Business; 2. Marketing
Rasika Vaidya Kaura's Charles Schwab Experience March 2000 - June 2005
Job Director Product Management at Adara
Industry Information Technology and Services
Experience
Adara March 2014 - Present
Yahoo! December 2010 - February 2014
Yahoo! May 2008 - November 2010
Wells Fargo Bank May 2005 - May 2008
Charles Schwab March 2000 - June 2005
Kaiser Permanente October 1999 - February 2000
IBM Global Services 1996 - 1998
IBM 1996 - 1998
Skills
Analytics, Product Management, Online Advertising, Strategy, Cross-functional Team..., User Experience, Program Management, Mobile Advertising, Display Advertising, Software Development, Management, Scrum, PMP, Project Management, Agile Methodologies, SaaS, Leadership, Ad Serving, Mobile Devices
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Santa Clara University 2007 — 2009
MBA, Finance & Marketing
V.J.T.I., Mumbai 1992 — 1996
B.E., Electrical Engineering
Adara March 2014 - Present
Yahoo! December 2010 - February 2014
Yahoo! May 2008 - November 2010
Wells Fargo Bank May 2005 - May 2008
Charles Schwab March 2000 - June 2005
Kaiser Permanente October 1999 - February 2000
IBM Global Services 1996 - 1998
IBM 1996 - 1998
Skills
Analytics, Product Management, Online Advertising, Strategy, Cross-functional Team..., User Experience, Program Management, Mobile Advertising, Display Advertising, Software Development, Management, Scrum, PMP, Project Management, Agile Methodologies, SaaS, Leadership, Ad Serving, Mobile Devices
Education
Santa Clara University - Leavey School of Business 2007 — 2010
MBA
Santa Clara University 2007 — 2009
MBA, Finance & Marketing
V.J.T.I., Mumbai 1992 — 1996
B.E., Electrical Engineering
Margaret Gerwe's Charles Schwab Experience October 1998 - Present
Job UNIX Systems Administrator
Industry Financial Services
Experience
Charles Schwab October 1998 - Present
Alliance for Aging Research 1988 - 1992
Skills
Team Building, IT Strategy, Software Development, System Administration, IT Management, AIX, Business Analysis, Strategy, Distributed Systems, Program Management, Solaris, Unix, Unix Shell Scripting, Perl, Integration, IIS, Vendor Relationship...
Education
Santa Clara University 1985 — 1988
Charles Schwab October 1998 - Present
Alliance for Aging Research 1988 - 1992
Skills
Team Building, IT Strategy, Software Development, System Administration, IT Management, AIX, Business Analysis, Strategy, Distributed Systems, Program Management, Solaris, Unix, Unix Shell Scripting, Perl, Integration, IIS, Vendor Relationship...
Education
Santa Clara University 1985 — 1988
Larson Fong's Charles Schwab Experience October 2000 - November 2004
Job Business Analyst at Electronic Data Systems
Industry Information Technology and Services
Experience
Electronic Data Systems Production Support AnalystConstellation NewEnergyFebruary 2005 - October 2005
Charles Schwab October 2000 - November 2004
Education
San Francisco State University, College of Business 1985 — 1988
BS, Bus Admin, Computer Info Systems
Electronic Data Systems Production Support AnalystConstellation NewEnergyFebruary 2005 - October 2005
Charles Schwab October 2000 - November 2004
Education
San Francisco State University, College of Business 1985 — 1988
BS, Bus Admin, Computer Info Systems
Rich Kahan's Charles Schwab Experience July 2011 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2011 - Present
Charles Schwab March 2010 - June 2011
Visa April 2009 - February 2010
C.E. Unterberg, Towbin July 2004 - August 2006
Education
San Francisco State University, College of Business 2007 — 2008
MBA
Syracuse University 2001 — 2004
B.S., Finance
Charles Schwab July 2011 - Present
Charles Schwab March 2010 - June 2011
Visa April 2009 - February 2010
C.E. Unterberg, Towbin July 2004 - August 2006
Education
San Francisco State University, College of Business 2007 — 2008
MBA
Syracuse University 2001 — 2004
B.S., Finance
Nina Del Prado's Charles Schwab Experience September 2000 - June 2002
Job Seasoned People Consultant & Corporate Coach
Industry Human Resources
Experience
Nina Del Prado Consulting February 2008 - Present
Genentech April 2006 - April 2008
Genentech, Inc June 2003 - April 2006
Charles Schwab September 2000 - June 2002
Sephora.com January 2000 - September 2000
Levi Strauss & Co. June 1993 - September 1999
Providian Financial 1989 - 1993
Skills
Management Consulting, Workshop Facilitation, Leadership, Business Development, Onboarding, Human Resources, Recruiting, HR Consulting, Management, Performance Management, Thought Leadership, Workforce Planning, Organizational..., Mergers & Acquisitions, Strategy, Talent Management, Clinical Trials, Project Management, Oncology, Leadership Development, Networking, Employee Training, Career Counseling, Coaching, Succession Planning, Biotechnology, Mentoring, Training, Organizational..., Personnel Management, Cross-functional Team...
Education
Santa Clara University
BS, Business Administration, Finance
Santa Clara University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Nina Del Prado Consulting February 2008 - Present
Genentech April 2006 - April 2008
Genentech, Inc June 2003 - April 2006
Charles Schwab September 2000 - June 2002
Sephora.com January 2000 - September 2000
Levi Strauss & Co. June 1993 - September 1999
Providian Financial 1989 - 1993
Skills
Management Consulting, Workshop Facilitation, Leadership, Business Development, Onboarding, Human Resources, Recruiting, HR Consulting, Management, Performance Management, Thought Leadership, Workforce Planning, Organizational..., Mergers & Acquisitions, Strategy, Talent Management, Clinical Trials, Project Management, Oncology, Leadership Development, Networking, Employee Training, Career Counseling, Coaching, Succession Planning, Biotechnology, Mentoring, Training, Organizational..., Personnel Management, Cross-functional Team...
Education
Santa Clara University
BS, Business Administration, Finance
Santa Clara University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Andrew Luiz's Charles Schwab Experience September 1986 - August 1994
Job Consultant at Ansante
Industry Financial Services
Experience
Ansante April 2000 - Present
Concept Five Technology October 1997 - March 2000
Wells Fargo Bank April 1994 - September 1997
Charles Schwab September 1986 - August 1994
Education
San Jose State University 1978 — 1980
BS, MS, Industrial and Systems Engineering
Ansante April 2000 - Present
Concept Five Technology October 1997 - March 2000
Wells Fargo Bank April 1994 - September 1997
Charles Schwab September 1986 - August 1994
Education
San Jose State University 1978 — 1980
BS, MS, Industrial and Systems Engineering
Alan Chantrapai's Charles Schwab Experience 2000 - 2002
Job Technical Support
Industry Internet
Experience
Livevox April 2009 - Present
Charles Schwab 2000 - 2002
Education
San Francisco State University, College of Business 1995 — 2000
MC Class of '95
Livevox April 2009 - Present
Charles Schwab 2000 - 2002
Education
San Francisco State University, College of Business 1995 — 2000
MC Class of '95
Doris Keller's Charles Schwab Experience June 1996 - July 1998
Job Customer Success Professional at SuccessFactors
Industry Information Technology and Services
Experience
SuccessFactors March 2015 - Present
IntApp March 2012 - March 2015
American Century Investments September 2009 - June 2011
Financial Engines May 2004 - May 2009
Wachovia, Info-One June 2000 - August 2003
Jackson National Life July 1998 - June 2000
Charles Schwab June 1996 - July 1998
Skills
Customer Relations, Presentation Development, Account Management, Integration, SaaS, Project Management, Software Project..., Cross-functional Team..., Business Analysis, Business Process..., Marketing, Program Management, Relationship Management, CRM, Customer Service, Management, Product Marketing, Salesforce.com, Team Leadership
Education
Santa Clara University - Leavey School of Business 2009 — 2013
MBA
University of the Pacific 1992 — 1996
Bachelor of Arts
SuccessFactors March 2015 - Present
IntApp March 2012 - March 2015
American Century Investments September 2009 - June 2011
Financial Engines May 2004 - May 2009
Wachovia, Info-One June 2000 - August 2003
Jackson National Life July 1998 - June 2000
Charles Schwab June 1996 - July 1998
Skills
Customer Relations, Presentation Development, Account Management, Integration, SaaS, Project Management, Software Project..., Cross-functional Team..., Business Analysis, Business Process..., Marketing, Program Management, Relationship Management, CRM, Customer Service, Management, Product Marketing, Salesforce.com, Team Leadership
Education
Santa Clara University - Leavey School of Business 2009 — 2013
MBA
University of the Pacific 1992 — 1996
Bachelor of Arts
Willcox Joanne's Charles Schwab Experience 2000 - 2004
Job Sr. Learning Consultant at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2005 - November 2008
Charles Schwab 2000 - 2004
Education
San Francisco State University 1998 — 2000
Kaiser Permanente January 2005 - November 2008
Charles Schwab 2000 - 2004
Education
San Francisco State University 1998 — 2000
Dusan Britan's Charles Schwab Experience July 2000 - Present
Job senior developer/analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2000 - Present
Charles Schwab July 1997 - July 2000
GT Global Capital Management July 1993 - July 1997
Skills
Fixed Income, Financial Services, Portfolio Management, Securities, Equities, Asset Management, Mutual Funds, Investment Management, SQL, Hedge Funds, Alternative Investments, Investments, SDLC
Education
San Francisco State University, College of Business 1988 — 1992
MBA, Finance/Investments
Charles Schwab July 2000 - Present
Charles Schwab July 1997 - July 2000
GT Global Capital Management July 1993 - July 1997
Skills
Fixed Income, Financial Services, Portfolio Management, Securities, Equities, Asset Management, Mutual Funds, Investment Management, SQL, Hedge Funds, Alternative Investments, Investments, SDLC
Education
San Francisco State University, College of Business 1988 — 1992
MBA, Finance/Investments
Wallace Gee's Charles Schwab Experience 1997 - 2000
Job Web Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo 2000 - Present
Charles Schwab 1997 - 2000
State Street 1994 - 1997
Education
San Francisco State University, College of Business 1988 — 1993
Wells Fargo 2000 - Present
Charles Schwab 1997 - 2000
State Street 1994 - 1997
Education
San Francisco State University, College of Business 1988 — 1993
Jonathan Gazave's Charles Schwab Experience November 2012 - Present
Job Sr. Mgr. Marketing Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Wells Fargo May 2007 - December 2012
Wells Fargo August 2003 - May 2007
Wells Fargo January 2001 - August 2003
Wells Fargo May 1998 - January 2001
Wells Fargo September 1995 - May 1998
Bayview Bank June 1994 - June 1995
Tuttle & Co. August 1993 - June 1994
Geotronics Corporation January 1985 - June 1987
Alterman Audio 1978 - 1984
Skills
SAS, Predictive Analytics, Business Analysis, Analysis, Teradata, Portfolio Management, Data Warehousing, Financial Risk, Email Marketing, Online Marketing, Business Intelligence, Marketing analytics, KXEN, SQL, Statistics, Basel II, Online Advertising, Online Sales, Online Research, target marketing, Monte Carlo Simulation, Forecasting Models, SAS/SQL, SQL Server, Oracle SQL, Computer Science, Mainframe, Credit Risk, Credit Portfolio..., Risk Analytics, Risk, Microsoft Office, Electronics, Business Ethics, Philosophy of Religion, Philosophy Of Science, Theology, data science, data scientist, Industrial automation, industrial process...
Education
San Francisco State University, College of Business 1991 — 1993
Finance, Statistics, Operations
St. Philip's, Toronto 1988 — 1990
BA, Philosophy
University of New Orleans 1978 — 1982
BS, Physics w/EE/CSCI
Charles Schwab November 2012 - Present
Wells Fargo May 2007 - December 2012
Wells Fargo August 2003 - May 2007
Wells Fargo January 2001 - August 2003
Wells Fargo May 1998 - January 2001
Wells Fargo September 1995 - May 1998
Bayview Bank June 1994 - June 1995
Tuttle & Co. August 1993 - June 1994
Geotronics Corporation January 1985 - June 1987
Alterman Audio 1978 - 1984
Skills
SAS, Predictive Analytics, Business Analysis, Analysis, Teradata, Portfolio Management, Data Warehousing, Financial Risk, Email Marketing, Online Marketing, Business Intelligence, Marketing analytics, KXEN, SQL, Statistics, Basel II, Online Advertising, Online Sales, Online Research, target marketing, Monte Carlo Simulation, Forecasting Models, SAS/SQL, SQL Server, Oracle SQL, Computer Science, Mainframe, Credit Risk, Credit Portfolio..., Risk Analytics, Risk, Microsoft Office, Electronics, Business Ethics, Philosophy of Religion, Philosophy Of Science, Theology, data science, data scientist, Industrial automation, industrial process...
Education
San Francisco State University, College of Business 1991 — 1993
Finance, Statistics, Operations
St. Philip's, Toronto 1988 — 1990
BA, Philosophy
University of New Orleans 1978 — 1982
BS, Physics w/EE/CSCI
Curt Radetich's Charles Schwab Experience 1999 - 2006
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
Brandon Hemley's Charles Schwab Experience July 2000 - Present
Job Director and Corporate Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab July 2000 - Present
Glassberg Pollak & Associates May 1998 - June 2000
Skills
Litigation Support, Compliance, Contract Negotiation, Policy, Information Management, Trade Secret Litigation, Restrictive Covenants, Data Management, Data Analysis, Securities Arbitration, Securities Litigation, Securities Regulation, Legal Writing, Legal Research, Legal Advice, Business Process, HR Policies, Employment Law, Employment Litigation, Employment Contracts, Class Actions, Dispute Resolution
Education
Santa Clara University School of Law 1989 — 1992
J.D., Law
University of California, Berkeley 1984 — 1988
B.A., Political Economy of Industrial Societies
Charles Schwab July 2000 - Present
Glassberg Pollak & Associates May 1998 - June 2000
Skills
Litigation Support, Compliance, Contract Negotiation, Policy, Information Management, Trade Secret Litigation, Restrictive Covenants, Data Management, Data Analysis, Securities Arbitration, Securities Litigation, Securities Regulation, Legal Writing, Legal Research, Legal Advice, Business Process, HR Policies, Employment Law, Employment Litigation, Employment Contracts, Class Actions, Dispute Resolution
Education
Santa Clara University School of Law 1989 — 1992
J.D., Law
University of California, Berkeley 1984 — 1988
B.A., Political Economy of Industrial Societies
Patrick Dunkley's Charles Schwab Experience July 2000 - January 2002
Job Deputy Director of Athletics and Legal Counsel
Industry Higher Education
Experience
Stanford University January 2002 - Present
Charles Schwab July 2000 - January 2002
Pillsbury Winthrop Shaw Pittman 1990 - 2000
Education
Santa Clara University School of Law 1986 — 1990
San Jose State University 1978 — 1982
BS, Business
Stanford University January 2002 - Present
Charles Schwab July 2000 - January 2002
Pillsbury Winthrop Shaw Pittman 1990 - 2000
Education
Santa Clara University School of Law 1986 — 1990
San Jose State University 1978 — 1982
BS, Business
Norma Cili, PMP, CSM's Charles Schwab Experience December 1994 - May 2006
Job Project Manager Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - May 2014
Walmart eCommerce January 2013 - March 2013
Wells Fargo Bank February 2011 - August 2012
BlackRock Institutional Trust Company, N.A. December 2009 - January 2011
Barclays Global Investors June 2006 - December 2009
Charles Schwab December 1994 - May 2006
Skills
PMP, Certified Scrum Master, ITIL Foundation, Strategic Planning, SDLC, PMO, Vendor Management, Software Quality..., Software Development, Budgets, Business Analysis, Agile Methodologies, Software Project..., Process Improvement, Scrum, Quality Assurance, Test Automation, Cross-functional Team..., Requirements Gathering, Project Management, Waterfall, Business Intelligence, User Acceptance Testing, ITIL, JIRA, Integration, IT Management, Databases, Requirements Analysis, Testing, Software Documentation, Agile Project Management, Data Warehousing, E-commerce, Analysis, Outsourcing, Release Management
Education
San Francisco State University, College of Business
B.S., Business Analysis & Information Systems
Wells Fargo April 2013 - May 2014
Walmart eCommerce January 2013 - March 2013
Wells Fargo Bank February 2011 - August 2012
BlackRock Institutional Trust Company, N.A. December 2009 - January 2011
Barclays Global Investors June 2006 - December 2009
Charles Schwab December 1994 - May 2006
Skills
PMP, Certified Scrum Master, ITIL Foundation, Strategic Planning, SDLC, PMO, Vendor Management, Software Quality..., Software Development, Budgets, Business Analysis, Agile Methodologies, Software Project..., Process Improvement, Scrum, Quality Assurance, Test Automation, Cross-functional Team..., Requirements Gathering, Project Management, Waterfall, Business Intelligence, User Acceptance Testing, ITIL, JIRA, Integration, IT Management, Databases, Requirements Analysis, Testing, Software Documentation, Agile Project Management, Data Warehousing, E-commerce, Analysis, Outsourcing, Release Management
Education
San Francisco State University, College of Business
B.S., Business Analysis & Information Systems
Eric Eremia's Charles Schwab Experience September 2000 - July 2007
Job Precious Metals Advisor at Republic Monetary Exchange
Industry Hospital & Health Care
Experience
Republic Monetary Exchange May 2010 - Present
CVS Caremark Corporation 2012 - 2013
Liberty Dialysis LLC August 2008 - May 2010
Charles Schwab September 2000 - July 2007
Education
San Francisco State University, College of Business 1994 — 1997
Western International University
MBA, Finance
Republic Monetary Exchange May 2010 - Present
CVS Caremark Corporation 2012 - 2013
Liberty Dialysis LLC August 2008 - May 2010
Charles Schwab September 2000 - July 2007
Education
San Francisco State University, College of Business 1994 — 1997
Western International University
MBA, Finance
Nancy Damaschino's Charles Schwab Experience September 2003 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank 2010 - Present
Blackhawk Network March 2007 - November 2007
Barclays Global Investors September 2006 - February 2007
Blackhawk Network (through ISTS Worldwide Inc.) 2007 - 2007
Federal Home Loan Bank of San Francisco February 2006 - September 2006
Charles Schwab September 2003 - July 2005
Charles Schwab September 1978 - April 2000
Education
San Jose State University 1971 — 1973
First Republic Bank 2010 - Present
Blackhawk Network March 2007 - November 2007
Barclays Global Investors September 2006 - February 2007
Blackhawk Network (through ISTS Worldwide Inc.) 2007 - 2007
Federal Home Loan Bank of San Francisco February 2006 - September 2006
Charles Schwab September 2003 - July 2005
Charles Schwab September 1978 - April 2000
Education
San Jose State University 1971 — 1973
Shane Ly's Charles Schwab Experience 2007 - 2007
Job PS Consultant at Clarizen
Industry Information Technology and Services
Experience
Clarizen June 2015 - Present
GT Nexus January 2015 - June 2015
Kaiser Permanente August 2012 - January 2015
Kaiser Permanente May 2010 - August 2012
API Systems, Inc. May 2009 - May 2010
Charles Schwab 2007 - 2007
Education
San Francisco State University, College of Business 2006 — 2008
Bachelor's Degree, Information Systems
Clarizen June 2015 - Present
GT Nexus January 2015 - June 2015
Kaiser Permanente August 2012 - January 2015
Kaiser Permanente May 2010 - August 2012
API Systems, Inc. May 2009 - May 2010
Charles Schwab 2007 - 2007
Education
San Francisco State University, College of Business 2006 — 2008
Bachelor's Degree, Information Systems
Wilton Yip's Charles Schwab Experience 2000 - 2005
Job programmer at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente IT October 2008 - Present
Irwin Home Equity August 2005 - August 2008
charles schwab 2000 - 2005
pacific bell 1990 - 2000
Skills
SDLC, Software Development, Requirements Analysis, Software Project..., Integration, Databases, Agile Methodologies, Business Intelligence, Business Analysis, Project Management, IT Management
Education
San Jose State University 1984 — 1988
Kaiser Permanente IT October 2008 - Present
Irwin Home Equity August 2005 - August 2008
charles schwab 2000 - 2005
pacific bell 1990 - 2000
Skills
SDLC, Software Development, Requirements Analysis, Software Project..., Integration, Databases, Agile Methodologies, Business Intelligence, Business Analysis, Project Management, IT Management
Education
San Jose State University 1984 — 1988
Peter Hallquist's Charles Schwab Experience 1986 - 2008
Job Former Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
TD Ameritrade January 2012 - August 2015
OppenheimerFunds May 2011 - March 2012
Charles Schwab 1986 - 2008
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Advisory, Series 24, Retirement Planning, FINRA, Investments, Retirement, Portfolio Management, Asset Managment, Strategic Financial..., 401k, Investment Strategies, Asset Management
Education
San Francisco State University, College of Business 1977 — 1981
Bachelor's degree, Business, Marketing
College of Marin 1977 — 1979
AA, Social Sciences
Ellen Ching, CFP®'s Charles Schwab Experience November 2007 - May 2013
Job Branch Manager/Financial Advisor Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. March 2014 - Present
Charles Schwab November 2007 - May 2013
TD Waterhouse July 1998 - June 2003
Charles Schwab December 1994 - June 1998
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Retirement Planning, FINRA, Alternative Investments, Investment Management, Wealth Management..., Retirement, Securities
Education
San Francisco State University, College of Business 2001 — 2002
MBA - Finance
University of California, Berkeley 1984 — 1989
Bachelor's Degree, Chemical Engineering
Raymond James Financial Services Inc. March 2014 - Present
Charles Schwab November 2007 - May 2013
TD Waterhouse July 1998 - June 2003
Charles Schwab December 1994 - June 1998
Skills
Series 7, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Retirement Planning, FINRA, Alternative Investments, Investment Management, Wealth Management..., Retirement, Securities
Education
San Francisco State University, College of Business 2001 — 2002
MBA - Finance
University of California, Berkeley 1984 — 1989
Bachelor's Degree, Chemical Engineering
Alexa Kelly's Charles Schwab Experience October 2012 - May 2014
Job Customer Success Management Director, Salesforce
Industry Management Consulting
Experience
Salesforce May 2014 - Present
Charles Schwab October 2012 - May 2014
WELLS FARGO BANK N.A., HOME MORTGAGE February 2010 - October 2012
WELLS FARGO BANK N.A., HOME EQUITY February 2004 - February 2010
Accenture October 1997 - January 2004
Skills
Financial Services, Mergers, Banking, Change Management, Portfolio Management, Analytics, Strategic Planning, Financial Modeling, Business Process..., Management Consulting, Program Management, Business Analysis, Strategy, Business Strategy, Acquisition Integration, Business Process..., Product Management, Segmentation, Financial Analysis, Risk Management, Competitive Analysis, Leadership, Cross-functional Team..., CRM, Mergers & Acquisitions, Management
Education
Santa Clara University
Bachelor of Science (BS), Marketing & Management
Salesforce May 2014 - Present
Charles Schwab October 2012 - May 2014
WELLS FARGO BANK N.A., HOME MORTGAGE February 2010 - October 2012
WELLS FARGO BANK N.A., HOME EQUITY February 2004 - February 2010
Accenture October 1997 - January 2004
Skills
Financial Services, Mergers, Banking, Change Management, Portfolio Management, Analytics, Strategic Planning, Financial Modeling, Business Process..., Management Consulting, Program Management, Business Analysis, Strategy, Business Strategy, Acquisition Integration, Business Process..., Product Management, Segmentation, Financial Analysis, Risk Management, Competitive Analysis, Leadership, Cross-functional Team..., CRM, Mergers & Acquisitions, Management
Education
Santa Clara University
Bachelor of Science (BS), Marketing & Management
Tony Fierro's Charles Schwab Experience April 2005 - September 2009
Job Database Administrator at Pro Pacific Fresh
Industry Logistics and Supply Chain
Experience
Pro Pacific Fresh June 2013 - Present
Wells Capital Management October 2009 - May 2013
Charles Schwab April 2005 - September 2009
Charles Schwab December 2003 - April 2005
Charles Schwab November 1998 - December 2003
Skills
Business Analysis, Business Process, Databases, Oracle, Microsoft SQL Server, Risk Management, Project Management, Database Design, .NET, Trading Systems
Education
San Francisco State University 1994 — 1996
San Francisco State University
Information Technology
Pro Pacific Fresh June 2013 - Present
Wells Capital Management October 2009 - May 2013
Charles Schwab April 2005 - September 2009
Charles Schwab December 2003 - April 2005
Charles Schwab November 1998 - December 2003
Skills
Business Analysis, Business Process, Databases, Oracle, Microsoft SQL Server, Risk Management, Project Management, Database Design, .NET, Trading Systems
Education
San Francisco State University 1994 — 1996
San Francisco State University
Information Technology
James Adrian's Charles Schwab Experience Sr. Staff Technology SolutionsCharles Schwab - SPARKS2004 - Present
Job Sr. Staff Technology Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Sr. Staff Technology SolutionsCharles Schwab - SPARKS2004 - Present
Skills
SDLC, Agile Methodologies, Perl, SQL, Unix, Unix Shell Scripting, Software Development, SOA, Java Enterprise Edition, Java, ClearCase, ClearQuest, PL/SQL, Requirements Analysis, Scrum, Linux, Software Project..., XML, Software Engineering
Education
San Jose State University 1977 — 1982
Charles Schwab Sr. Staff Technology SolutionsCharles Schwab - SPARKS2004 - Present
Skills
SDLC, Agile Methodologies, Perl, SQL, Unix, Unix Shell Scripting, Software Development, SOA, Java Enterprise Edition, Java, ClearCase, ClearQuest, PL/SQL, Requirements Analysis, Scrum, Linux, Software Project..., XML, Software Engineering
Education
San Jose State University 1977 — 1982
Kevin Chien's Charles Schwab Experience February 2004 - July 2004
Job Operations Account Manager at Fundtech
Industry Financial Services
Experience
Fundtech October 2014 - Present
Wetherby Asset Management March 2014 - April 2014
Fiserv December 2010 - August 2013
Ralph Lauren October 2008 - November 2010
Natixis Global Asset Management August 2004 - April 2008
Charles Schwab February 2004 - July 2004
APL Consulting Services March 2001 - January 2004
Sutro & Co April 1999 - March 2001
NationsBanc Montgomery Securities January 1999 - March 1999
Federal Reserve Bank September 1998 - December 1998
Skills
Security APL, Separately Managed..., Unified Managed Accounts, Money Management, Account Management, Salesforce.com, Relationship Management, CRM, Financial Services, Risk Management, Portfolio Management, Project Portfolio..., Business Requirements, Business Strategy, Asset Management, Business Process..., Trading Systems, Product Management, Process Improvement, Internal Audit, Bloomberg, Leadership, Business Process, Sales Management, Visio, Securities, Mutual Funds, Series 63, Analytics, Executive Management, Wealth Management, Cross-functional Team..., Auditing, Trading, Strategic Planning, Equities, Accounting, SDLC, Financial Analysis, Loans, Fixed Income, Management, Investments, Business Intelligence, Finance, Sales, Requirements Gathering, Time Management, Business Development, Analysis
Education
Santa Clara University
Bachelor of Science, Finance
Fundtech October 2014 - Present
Wetherby Asset Management March 2014 - April 2014
Fiserv December 2010 - August 2013
Ralph Lauren October 2008 - November 2010
Natixis Global Asset Management August 2004 - April 2008
Charles Schwab February 2004 - July 2004
APL Consulting Services March 2001 - January 2004
Sutro & Co April 1999 - March 2001
NationsBanc Montgomery Securities January 1999 - March 1999
Federal Reserve Bank September 1998 - December 1998
Skills
Security APL, Separately Managed..., Unified Managed Accounts, Money Management, Account Management, Salesforce.com, Relationship Management, CRM, Financial Services, Risk Management, Portfolio Management, Project Portfolio..., Business Requirements, Business Strategy, Asset Management, Business Process..., Trading Systems, Product Management, Process Improvement, Internal Audit, Bloomberg, Leadership, Business Process, Sales Management, Visio, Securities, Mutual Funds, Series 63, Analytics, Executive Management, Wealth Management, Cross-functional Team..., Auditing, Trading, Strategic Planning, Equities, Accounting, SDLC, Financial Analysis, Loans, Fixed Income, Management, Investments, Business Intelligence, Finance, Sales, Requirements Gathering, Time Management, Business Development, Analysis
Education
Santa Clara University
Bachelor of Science, Finance
Victoria Luu's Charles Schwab Experience January 2007 - April 2009
Job Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - April 2009
Group July 2003 - May 2006
Morgan Stanley September 2000 - August 2002
University California of March 1997 - August 2000
Education
San Francisco State University
Bachelor of Arts, Liberal Studies and Asian American Studies
Charles Schwab January 2007 - April 2009
Group July 2003 - May 2006
Morgan Stanley September 2000 - August 2002
University California of March 1997 - August 2000
Education
San Francisco State University
Bachelor of Arts, Liberal Studies and Asian American Studies
Peter Hallquist's Charles Schwab Experience August 1986 - January 2008
Job VP of Recruiting at Snelling Personnel
Industry Financial Services
Experience
Snelling Personnel May 2008 - Present
Charles Schwab August 1986 - January 2008
Education
San Francisco State University, College of Business 1979 — 1981
Snelling Personnel May 2008 - Present
Charles Schwab August 1986 - January 2008
Education
San Francisco State University, College of Business 1979 — 1981
Anastacio Medina Jr's Charles Schwab Experience May 2000 - February 2005
Job Director Sales & Marketing at TFD Group
Industry Computer Software
Experience
TFD Group North America February 2008 - Present
L & M CO, LLC January 2005 - February 2008
Charles Schwab May 2000 - February 2005
Education
San Jose State University 1975 — 1980
TFD Group North America February 2008 - Present
L & M CO, LLC January 2005 - February 2008
Charles Schwab May 2000 - February 2005
Education
San Jose State University 1975 — 1980
Chris Foss, CFA's Charles Schwab Experience October 1998 - October 2004
Job Regional Practice Director at Intelenex
Industry Banking
Experience
Intelenex May 2013 - Present
BlackRock October 2008 - May 2013
Bank of America October 2007 - September 2008
Deloitte & Touche October 2004 - October 2007
Charles Schwab October 1998 - October 2004
Skills
CRM, Management, Analytics, Finance, Business Intelligence, SaaS, Leadership, Financial Analysis, Analysis, Strategy, Treasury, Economic Capital, Basel II, Sales, Asset Management, ETFs
Education
Santa Clara University
Bachelor of Science, Finance
Santa Clara University - Leavey School of Business
Bachelor of Science (B.S.), Finance, General
Intelenex May 2013 - Present
BlackRock October 2008 - May 2013
Bank of America October 2007 - September 2008
Deloitte & Touche October 2004 - October 2007
Charles Schwab October 1998 - October 2004
Skills
CRM, Management, Analytics, Finance, Business Intelligence, SaaS, Leadership, Financial Analysis, Analysis, Strategy, Treasury, Economic Capital, Basel II, Sales, Asset Management, ETFs
Education
Santa Clara University
Bachelor of Science, Finance
Santa Clara University - Leavey School of Business
Bachelor of Science (B.S.), Finance, General
Michael Limpahan's Charles Schwab Experience August 1999 - Present
Job Systems Administrator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1999 - Present
Pacific Gas & Electric July 1997 - August 1999
Data Broadcasting Corp September 1995 - July 1997
Skills
Win8, Windows 7, XP, Disaster Recovery, System Administration, Active Directory, Windows Server, Windows XP, SharePoint, Software Documentation, Mac, Security, Microsoft Office, Vendor Management, Business Continuity, Blackberry, HP, Windows 8, Unix, Casper, Wyse, VDI, OSX, Apple, iPad, iPhone, iOS, Entourage, Project Management, Corporate Moves, Microsoft SCCM, Marimba, BMC Remedy, Hardware and Software..., Technical Support, Microsoft Certified..., Customer Service
Education
San Francisco State University, College of Business 1990 — 1995
B.S., Business Information Technology
Charles Schwab August 1999 - Present
Pacific Gas & Electric July 1997 - August 1999
Data Broadcasting Corp September 1995 - July 1997
Skills
Win8, Windows 7, XP, Disaster Recovery, System Administration, Active Directory, Windows Server, Windows XP, SharePoint, Software Documentation, Mac, Security, Microsoft Office, Vendor Management, Business Continuity, Blackberry, HP, Windows 8, Unix, Casper, Wyse, VDI, OSX, Apple, iPad, iPhone, iOS, Entourage, Project Management, Corporate Moves, Microsoft SCCM, Marimba, BMC Remedy, Hardware and Software..., Technical Support, Microsoft Certified..., Customer Service
Education
San Francisco State University, College of Business 1990 — 1995
B.S., Business Information Technology
Linda Cucinotta's Charles Schwab Experience October 1995 - February 2007
Job Strategic Marketer
Industry Financial Services
Experience
Silicon Valley Bank May 2008 - September 2013
Charles Schwab October 1995 - February 2007
Pacific Gas & Electric January 1981 - October 1995
Skills
Marketing, Creative Direction, Program Management, Integrated Marketing, Talent Acquisition, Segmentation, Digital Strategy, Budgets, Brand Management, Product Marketing, Business Analysis, Corporate Development, Marketing Communications, Analytics, Positioning, Direct Marketing, Media Planning, Product Strategies, Marketing Strategy, Brand Awareness, Competitive Analysis, Market Research, B2B Marketing, Customer Acquisition, Strategic Partnerships, Email Marketing, Multi-channel Marketing, CRM, Product Management
Education
San Jose State University
BS, Marketing
University of San Francisco
Organizational Development
Silicon Valley Bank May 2008 - September 2013
Charles Schwab October 1995 - February 2007
Pacific Gas & Electric January 1981 - October 1995
Skills
Marketing, Creative Direction, Program Management, Integrated Marketing, Talent Acquisition, Segmentation, Digital Strategy, Budgets, Brand Management, Product Marketing, Business Analysis, Corporate Development, Marketing Communications, Analytics, Positioning, Direct Marketing, Media Planning, Product Strategies, Marketing Strategy, Brand Awareness, Competitive Analysis, Market Research, B2B Marketing, Customer Acquisition, Strategic Partnerships, Email Marketing, Multi-channel Marketing, CRM, Product Management
Education
San Jose State University
BS, Marketing
University of San Francisco
Organizational Development
Kent Chan's Charles Schwab Experience 1995 - 2002
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, IWS October 2006 - Present
Fidelity Investments April 2004 - October 2006
TD Ameritrade 2002 - April 2004
Charles Schwab 1995 - 2002
Skills
Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income, Retirement Planning, CRM, Due Diligence, Trading, Business Development, Series 7, Financial Services, FINRA, Portfolio Management, Series 63, Equities, Securities, Wealth Management, Asset Management, Asset Allocation, Relationship Management, Strategic Financial...
Education
San Jose State University 1985 — 1990
BS, Finance/Economics
Fidelity Investments, IWS October 2006 - Present
Fidelity Investments April 2004 - October 2006
TD Ameritrade 2002 - April 2004
Charles Schwab 1995 - 2002
Skills
Mutual Funds, Series 8 and 63, Investments, Alternative Investments, Fixed Income, Retirement Planning, CRM, Due Diligence, Trading, Business Development, Series 7, Financial Services, FINRA, Portfolio Management, Series 63, Equities, Securities, Wealth Management, Asset Management, Asset Allocation, Relationship Management, Strategic Financial...
Education
San Jose State University 1985 — 1990
BS, Finance/Economics
Pam Finlay's Charles Schwab Experience February 1985 - December 1994
Job Technical ICM Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group September 2012 - Present
Frontier Communications July 2010 - April 2012
Verizon Telecom March 2010 - September 2010
WaMu March 1998 - January 2009
Providian Financial 1998 - January 2009
JP Morgan Chase(formerly Washington Mutual and Providian) 2008 - 2009
Providian 1998 - 2008
Washington Mutual Card Services 1998 - 2008
Charles Schwab February 1985 - December 1994
Skills
IVR, Deployment, Call Center, Vendor Management, Cisco ICM
Education
San Joaquin Delta College 1976 — 1978
AA, General Studies
UnitedHealth Group September 2012 - Present
Frontier Communications July 2010 - April 2012
Verizon Telecom March 2010 - September 2010
WaMu March 1998 - January 2009
Providian Financial 1998 - January 2009
JP Morgan Chase(formerly Washington Mutual and Providian) 2008 - 2009
Providian 1998 - 2008
Washington Mutual Card Services 1998 - 2008
Charles Schwab February 1985 - December 1994
Skills
IVR, Deployment, Call Center, Vendor Management, Cisco ICM
Education
San Joaquin Delta College 1976 — 1978
AA, General Studies
Ben Musson's Charles Schwab Experience August 2000 - February 2008
Job Sr. Ops Analyst at Destination Wealth Management
Industry Financial Services
Experience
Destination Wealth Management September 2008 - Present
Charles Schwab August 2000 - February 2008
Education
San Jose State University 1999 — 2005
BA, Sociology
Destination Wealth Management September 2008 - Present
Charles Schwab August 2000 - February 2008
Education
San Jose State University 1999 — 2005
BA, Sociology
Benny Chang's Charles Schwab Experience 2007 - 2008
Job Independent Translation and Localization Professional
Industry Translation and Localization
Experience
Charles Schwab 2007 - 2008
Education
San Jose State University 2001 — 2003
M.A., Instructional Technologies
Fu-hsing High School
Fu-hsing High School
Charles Schwab 2007 - 2008
Education
San Jose State University 2001 — 2003
M.A., Instructional Technologies
Fu-hsing High School
Fu-hsing High School
Anil Panicker's Charles Schwab Experience March 2012 - March 2013
Job Technical Lead at Macy's
Industry Internet
Experience
Macys.com July 2014 - March 2015
Wells Fargo March 2013 - July 2014
Charles Schwab March 2012 - March 2013
Wells Fargo September 2010 - March 2012
Simply Hired April 2009 - August 2010
Yahoo! June 2008 - January 2009
Skills
Java, Spring, Hibernate, Axis2, CXF, Web Services, SOAP, JAX-WS, Design Patterns, Tomcat, JUnit, TestNG, Ant, Maven, JProfiler, JMeter, Hudson, Eclipse, Clover, FindBugs, Subversion, ClearCase, JIRA, HTML, Software Development, JavaScript, XSLT, Spring Framework, Unix, Agile Methodologies
Education
San Jose State University 2007 — 2008
M.S., Computer Science
Mumbai University
Bachelor of Engineering, Computer Engineering
Macys.com July 2014 - March 2015
Wells Fargo March 2013 - July 2014
Charles Schwab March 2012 - March 2013
Wells Fargo September 2010 - March 2012
Simply Hired April 2009 - August 2010
Yahoo! June 2008 - January 2009
Skills
Java, Spring, Hibernate, Axis2, CXF, Web Services, SOAP, JAX-WS, Design Patterns, Tomcat, JUnit, TestNG, Ant, Maven, JProfiler, JMeter, Hudson, Eclipse, Clover, FindBugs, Subversion, ClearCase, JIRA, HTML, Software Development, JavaScript, XSLT, Spring Framework, Unix, Agile Methodologies
Education
San Jose State University 2007 — 2008
M.S., Computer Science
Mumbai University
Bachelor of Engineering, Computer Engineering
Trish Schmeltz's Charles Schwab Experience April 1990 - December 2003
Job Actor Director at The Show
Industry Entertainment
Experience
The Show January 1972 - Present
Chautauqua Playhouse May 2015 - June 2015
Sierra College February 2015 - April 2015
Free Fall Stage January 2015 - February 2015
Free Fall Stage November 2014 - December 2014
Sierra College Drama Dept September 2014 - November 2014
Guiding Transformations November 2004 - January 2007
Charles Schwab April 1990 - December 2003
Skills
Acting, Voice Acting, Improvisation, Movement, Makeup Artistry, Special Effects Makeup, Costumes, Blocking, Assistant Directing, Directing, Internal Controls, Management, Scripting, Process Scheduler, Theatre, Auditing, Microsoft Office, Psychotherapy, Leadership, Event Management, Healthcare, Financial Risk, Event Planning, Community Outreach, Microsoft Excel
Education
Sierra College 2009 — 2013
Associate of Arts (AA), Theatre/Theater
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science, Business Administration, Management
The Show January 1972 - Present
Chautauqua Playhouse May 2015 - June 2015
Sierra College February 2015 - April 2015
Free Fall Stage January 2015 - February 2015
Free Fall Stage November 2014 - December 2014
Sierra College Drama Dept September 2014 - November 2014
Guiding Transformations November 2004 - January 2007
Charles Schwab April 1990 - December 2003
Skills
Acting, Voice Acting, Improvisation, Movement, Makeup Artistry, Special Effects Makeup, Costumes, Blocking, Assistant Directing, Directing, Internal Controls, Management, Scripting, Process Scheduler, Theatre, Auditing, Microsoft Office, Psychotherapy, Leadership, Event Management, Healthcare, Financial Risk, Event Planning, Community Outreach, Microsoft Excel
Education
Sierra College 2009 — 2013
Associate of Arts (AA), Theatre/Theater
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science, Business Administration, Management
Todd Bernsdorf's Charles Schwab Experience April 2011 - Present
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Charles Schwab March 2003 - April 2011
Lucent Technologies April 2000 - February 2003
Levi Strauss & Co. June 1999 - May 2000
CompuCom September 1998 - May 1999
Skills
Business Analysis, Experienced Business..., Agile & Waterfall..., BPMN, Business Process Mapping, Business Process..., Technical Analysis, Technical Data Analysis, RUP, RUP Methodologies, Use Case, Agile Methodologies, User Stories, Sprint Planning, Use Case Analysis, Use Case Diagrams, Iterative Methodologies, SQL Server Management..., SQL, SQL PL, TFS, Vision Development, Stored Procedures, Access Database, Databases, Requirements Gathering, Business Requirements, Visio, iGrafx, Repository Management, Product Lifecycle..., Product Development
Education
San Francisco State University 1995 — 1998
BA, Psychology
Charles Schwab April 2011 - Present
Charles Schwab March 2003 - April 2011
Lucent Technologies April 2000 - February 2003
Levi Strauss & Co. June 1999 - May 2000
CompuCom September 1998 - May 1999
Skills
Business Analysis, Experienced Business..., Agile & Waterfall..., BPMN, Business Process Mapping, Business Process..., Technical Analysis, Technical Data Analysis, RUP, RUP Methodologies, Use Case, Agile Methodologies, User Stories, Sprint Planning, Use Case Analysis, Use Case Diagrams, Iterative Methodologies, SQL Server Management..., SQL, SQL PL, TFS, Vision Development, Stored Procedures, Access Database, Databases, Requirements Gathering, Business Requirements, Visio, iGrafx, Repository Management, Product Lifecycle..., Product Development
Education
San Francisco State University 1995 — 1998
BA, Psychology
Lobab Alkhawaja's Charles Schwab Experience September 2014 - November 2014
Job Sr. Android Engineer at Thync
Industry Computer Software
Experience
Thync July 2015 - Present
Imprivata November 2014 - July 2015
Charles Schwab September 2014 - November 2014
Simbiosys Mobile Solutions, Inc. June 2012 - August 2014
Skills
Java, Eclipse, XML, JavaScript, MySQL, Android Development, Software Engineering, Android, JSON, OOP, Tomcat, REST, SOAP, CSS, Databases, SQL, HTML, Core Java, Web Applications, Java Enterprise Edition, Software Development, JUnit, Programming, HTML5, JSP, Servlets, Web Development, Git, TFS, Perforce, Blackberry Applications, Bluetooth, Xcode
Education
San Jose State University 2006 — 2008
M.S, Software Engineering System
Applied Science University 1998 — 2002
B.S of Computer Science, Computer Science
Thync July 2015 - Present
Imprivata November 2014 - July 2015
Charles Schwab September 2014 - November 2014
Simbiosys Mobile Solutions, Inc. June 2012 - August 2014
Skills
Java, Eclipse, XML, JavaScript, MySQL, Android Development, Software Engineering, Android, JSON, OOP, Tomcat, REST, SOAP, CSS, Databases, SQL, HTML, Core Java, Web Applications, Java Enterprise Edition, Software Development, JUnit, Programming, HTML5, JSP, Servlets, Web Development, Git, TFS, Perforce, Blackberry Applications, Bluetooth, Xcode
Education
San Jose State University 2006 — 2008
M.S, Software Engineering System
Applied Science University 1998 — 2002
B.S of Computer Science, Computer Science
Alan Ajoste's Charles Schwab Experience March 2005 - December 2005
Job Book Buyer at Pacific Gateway Concessions, LLC
Industry Retail
Experience
Pacific Gateway Concessions, LLC September 2013 - Present
Pacific Gateway Concessions December 2005 - August 2013
Charles Schwab March 2005 - December 2005
Skills
Customer Service, Event Planning, Forecasting, Inventory Control, Inventory Management, Leadership, Management, Marketing Communications, Merchandising, Microsoft Office, Pricing, Retail, Social Media, Visual Merchandising, Time Management, Sales, Employee Training, Analysis
Education
San Jose State University 1997 — 2002
BS, Marketing
St. Ignatius High School 1994 — 1997
Pacific Gateway Concessions, LLC September 2013 - Present
Pacific Gateway Concessions December 2005 - August 2013
Charles Schwab March 2005 - December 2005
Skills
Customer Service, Event Planning, Forecasting, Inventory Control, Inventory Management, Leadership, Management, Marketing Communications, Merchandising, Microsoft Office, Pricing, Retail, Social Media, Visual Merchandising, Time Management, Sales, Employee Training, Analysis
Education
San Jose State University 1997 — 2002
BS, Marketing
St. Ignatius High School 1994 — 1997
Harita Dave, CAMS's Charles Schwab Experience July 2011 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Novellus Systems July 2009 - January 2011
Primerica Financial Services August 2004 - January 2011
Novellus Systems June 2008 - July 2009
San Jose Repertory Theatre March 2006 - June 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounts Payable, Accounts Receivable, Budgets, Financial Services
Education
San Jose State University 2006 — 2008
Bachelor's of Science, Corporate Financial Management
San Jose State University
Charles Schwab July 2011 - Present
Novellus Systems July 2009 - January 2011
Primerica Financial Services August 2004 - January 2011
Novellus Systems June 2008 - July 2009
San Jose Repertory Theatre March 2006 - June 2008
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Internal Controls, Accounts Payable, Accounts Receivable, Budgets, Financial Services
Education
San Jose State University 2006 — 2008
Bachelor's of Science, Corporate Financial Management
San Jose State University
Peggy Lao's Charles Schwab Experience April 1999 - May 2002
Job Relationship Banker at Chase
Industry Banking
Experience
JP Morgan Chase March 2011 - Present
East West Bank June 2007 - May 2010
Bank of America May 2002 - June 2007
Charles Schwab April 1999 - May 2002
Rotary Rocket 1998 - 1999
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Loans, Small Business Lending, Mortgage Banking, Mortgage Lending, Cash Management, Retail Banking, Underwriting, Consumer Lending, Lines Of Credit
Education
San Francisco State University, College of Business 1984 — 1988
BS, Accounting
JP Morgan Chase March 2011 - Present
East West Bank June 2007 - May 2010
Bank of America May 2002 - June 2007
Charles Schwab April 1999 - May 2002
Rotary Rocket 1998 - 1999
Skills
Commercial Lending, Credit, Banking, Commercial Banking, Loans, Small Business Lending, Mortgage Banking, Mortgage Lending, Cash Management, Retail Banking, Underwriting, Consumer Lending, Lines Of Credit
Education
San Francisco State University, College of Business 1984 — 1988
BS, Accounting
Melanie Blake D'Souza's Charles Schwab Experience 1997 - 2001
Job Travel Consultant at Divine Destinations
Industry Leisure, Travel & Tourism
Experience
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Casey Smiley, AIF's Charles Schwab Experience 1999 - 2009
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Citigroup 2010 - March 2011
Charles Schwab 1999 - 2009
Charles Schwab 1995 - 1999
Fidelity Investments 1986 - 1995
Education
San Jose State University
Bachelor of Science, Business Finance
TIAA-CREF June 2011 - Present
Citigroup 2010 - March 2011
Charles Schwab 1999 - 2009
Charles Schwab 1995 - 1999
Fidelity Investments 1986 - 1995
Education
San Jose State University
Bachelor of Science, Business Finance
Sucheta Atre's Charles Schwab Experience 1996 - 1997
Job Partner, Advisory Services at SOAProjects
Industry Management Consulting
Experience
SOAProjects 2010 - Present
Ernst & Young 2001 - 2009
Providian Financial 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Internal Audit, Certified Fraud Examiner, PMP, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Financial Reporting, Business Process..., Governance, SAS70, Risk Assessment, Finance, COSO, Financial Accounting, Management, SEC Filings, Forecasting, GAAP, ERP
Education
San Francisco State University, College of Business
BS Business Administration, Concentration in Accounting
SOAProjects 2010 - Present
Ernst & Young 2001 - 2009
Providian Financial 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Internal Audit, Certified Fraud Examiner, PMP, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Financial Reporting, Business Process..., Governance, SAS70, Risk Assessment, Finance, COSO, Financial Accounting, Management, SEC Filings, Forecasting, GAAP, ERP
Education
San Francisco State University, College of Business
BS Business Administration, Concentration in Accounting
Giordani Rivas's Charles Schwab Experience June 2008 - February 2010
Job Finance & Analytics | Entrepreneurial Outlook
Industry Financial Services
Experience
Charles Schwab & Co. March 2010 - Present
Charles Schwab June 2008 - February 2010
Charles Schwab January 2006 - May 2008
Skills
FP&A, financial..., Design Marketing Plan,..., Linear Programming, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Financial Forecasting, Pricing, Analytics, Business Planning, Strategic Financial..., Finance, Valuation, Investments, Budgets
Education
Santa Clara University - Leavey School of Business 2011 — 2013
Master in Business Administration, Finance/Entrepreneurship
University of California, Berkeley 2003 — 2005
Postgraduate Diploma, Corporate Finance
Universidad Santa Maria 1993 — 1998
B.S, Economics
Colegio San Luis
Charles Schwab & Co. March 2010 - Present
Charles Schwab June 2008 - February 2010
Charles Schwab January 2006 - May 2008
Skills
FP&A, financial..., Design Marketing Plan,..., Linear Programming, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Financial Forecasting, Pricing, Analytics, Business Planning, Strategic Financial..., Finance, Valuation, Investments, Budgets
Education
Santa Clara University - Leavey School of Business 2011 — 2013
Master in Business Administration, Finance/Entrepreneurship
University of California, Berkeley 2003 — 2005
Postgraduate Diploma, Corporate Finance
Universidad Santa Maria 1993 — 1998
B.S, Economics
Colegio San Luis
Lisa Sera's Charles Schwab Experience June 1989 - December 2000
Job Project Coordinator | Executive Assistant at ON Partners
Industry Staffing and Recruiting
Experience
ON Partners June 2015 - Present
Korn Ferry November 2009 - June 2015
Bay Area Asian Sports 2006 - 2013
West Portal Lutheran School 2002 - 2013
Charles Schwab June 1989 - December 2000
Skills
Leadership, Fundraising, Executive Search, Nonprofits, Talent Management, Non-profits, Management, Microsoft Office, Microsoft Excel, Strategy, Customer Service, Program Management, Strategic Planning, Change Management, Training, Project Management, Microsoft Word
Education
Lowell High School
San Francisco State University, College of Business
B.S., International Finance
ON Partners June 2015 - Present
Korn Ferry November 2009 - June 2015
Bay Area Asian Sports 2006 - 2013
West Portal Lutheran School 2002 - 2013
Charles Schwab June 1989 - December 2000
Skills
Leadership, Fundraising, Executive Search, Nonprofits, Talent Management, Non-profits, Management, Microsoft Office, Microsoft Excel, Strategy, Customer Service, Program Management, Strategic Planning, Change Management, Training, Project Management, Microsoft Word
Education
Lowell High School
San Francisco State University, College of Business
B.S., International Finance
Anthony Manaois's Charles Schwab Experience January 1997 - May 2005
Job Senior Financial Analyst at Gap Inc.
Industry Retail
Experience
Gap Inc. May 2005 - Present
Charles Schwab January 1997 - May 2005
Skills
Financial Planning &..., Financial Modeling, Cost Savings/Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Reporting, Hyperion Planning, Accounting, Cash Flow Forecasting, Auditing, Process Improvement, Finance, Essbase, Accounting System, Income Statement, Portfolio Management, Data Analysis, Microsoft Excel, Leadership, Retail, Financial Analysis, Outlook, Forecasting, Budgets, Internal Controls, Accounts Payable, Access, Analysis, Cross-functional Team..., Expense Management, Analytics, Business Analysis, Variance Analysis, Inventory Management, P&L, Financial Planning
Education
San Francisco State University, College of Business 1993 — 1996
BS, Business Administration: Accounting
Gap Inc. May 2005 - Present
Charles Schwab January 1997 - May 2005
Skills
Financial Planning &..., Financial Modeling, Cost Savings/Analysis, Sarbanes-Oxley Act, Strategic Financial..., Financial Reporting, Hyperion Planning, Accounting, Cash Flow Forecasting, Auditing, Process Improvement, Finance, Essbase, Accounting System, Income Statement, Portfolio Management, Data Analysis, Microsoft Excel, Leadership, Retail, Financial Analysis, Outlook, Forecasting, Budgets, Internal Controls, Accounts Payable, Access, Analysis, Cross-functional Team..., Expense Management, Analytics, Business Analysis, Variance Analysis, Inventory Management, P&L, Financial Planning
Education
San Francisco State University, College of Business 1993 — 1996
BS, Business Administration: Accounting
Vicki Wildman's Charles Schwab Experience November 1999 - October 2002
Job Account Manager/Executive Recruiter at Executive Recruiters of Danville
Industry Human Resources
Experience
Executive Recruiters of Danville June 2013 - Present
J. Jill June 2010 - June 2013
Executive Recruiters of Danville October 2002 - June 2010
Charles Schwab November 1999 - October 2002
Bank of America October 1997 - November 1999
Everen Securities April 1996 - August 1997
Smith Barney November 1994 - April 1996
Skills
Recruiting, Sourcing, Employee Relations, Talent Acquisition, Performance Management, Interviews, Human Resources, Talent Management, Customer Service, Training, Visual Merchandising, Applicant Tracking..., Retail Buying, Client Development, Client Presentation, Client Education, Manage Client..., Management, Hiring, Onboarding, Personnel Management
Education
University of California, Berkeley 2010 — 2014
Human Resource Certification, Human Resources, With Distinction
San Francisco State University
Bachelor of Arts, Clothing and Textiles
Executive Recruiters of Danville June 2013 - Present
J. Jill June 2010 - June 2013
Executive Recruiters of Danville October 2002 - June 2010
Charles Schwab November 1999 - October 2002
Bank of America October 1997 - November 1999
Everen Securities April 1996 - August 1997
Smith Barney November 1994 - April 1996
Skills
Recruiting, Sourcing, Employee Relations, Talent Acquisition, Performance Management, Interviews, Human Resources, Talent Management, Customer Service, Training, Visual Merchandising, Applicant Tracking..., Retail Buying, Client Development, Client Presentation, Client Education, Manage Client..., Management, Hiring, Onboarding, Personnel Management
Education
University of California, Berkeley 2010 — 2014
Human Resource Certification, Human Resources, With Distinction
San Francisco State University
Bachelor of Arts, Clothing and Textiles
Gregory Surat's Charles Schwab Experience 2008 - 2013
Job Financial Consultant
Industry Financial Services
Experience
E*TRADE Financial Corporation 2014 - Present
Charles Schwab 2008 - 2013
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
Education
San Jose State University
Finance & Marketing
E*TRADE Financial Corporation 2014 - Present
Charles Schwab 2008 - 2013
Merrill Lynch 2006 - 2008
Morgan Stanley 2005 - 2006
Education
San Jose State University
Finance & Marketing
Tung-Hsiu Chang's Charles Schwab Experience March 2012 - September 2013
Job SQL DBA/Developer
Industry Information Technology and Services
Experience
Charles Schwab March 2012 - September 2013
ECAST 2008 - 2012
Kronos Inc; Unicru Inc 2004 - 2008
Ignition Mortgage Technology Solutions 2001 - 2003
ThinkLink Inc 2000 - 2001
Pillsbury, Madison & Sutro LLP 1999 - 2000
Selecttech Insurance Software Company 1998 - 1999
Federal Reserve Bank of San Francisco 1997 - 1998
Skills
SQL, Databases, Database Administration, ETL, SSIS, SSRS, Scrum, Quality Assurance, SDLC
Education
San Francisco State University
Master of Science (MS), Computer Science
University of Kansas
Master of Arts (MA), Art History
Charles Schwab March 2012 - September 2013
ECAST 2008 - 2012
Kronos Inc; Unicru Inc 2004 - 2008
Ignition Mortgage Technology Solutions 2001 - 2003
ThinkLink Inc 2000 - 2001
Pillsbury, Madison & Sutro LLP 1999 - 2000
Selecttech Insurance Software Company 1998 - 1999
Federal Reserve Bank of San Francisco 1997 - 1998
Skills
SQL, Databases, Database Administration, ETL, SSIS, SSRS, Scrum, Quality Assurance, SDLC
Education
San Francisco State University
Master of Science (MS), Computer Science
University of Kansas
Master of Arts (MA), Art History
Xinxin Guo's Charles Schwab Experience 1999 - 2000
Job Realtor
Industry Real Estate
Experience
Intero Real Estate Services Inc., Woodside 2013 - Present
DeLeon Realty 2012 - 2013
K&L Gates 2000 - 2006
Charles Schwab 1999 - 2000
Montgomery Asset Management 1995 - 1996
Education
Santa Clara University
Master of Business Administration (MBA)
Santa Clara University School of Law
Doctor of Law (JD)
Intero Real Estate Services Inc., Woodside 2013 - Present
DeLeon Realty 2012 - 2013
K&L Gates 2000 - 2006
Charles Schwab 1999 - 2000
Montgomery Asset Management 1995 - 1996
Education
Santa Clara University
Master of Business Administration (MBA)
Santa Clara University School of Law
Doctor of Law (JD)
John Hantelman's Charles Schwab Experience February 2003 - March 2009
Job FINANCIAL ADVISOR at Edward Jones
Industry Financial Services
Experience
Edward Jones 2009 - Present
Charles Schwab February 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Finance, Mutual Funds, Series 7, Investment Advisory
Education
San Jose State University 1968 — 1971
Bachelor of Science (BS), Financial Management, B+
Edward Jones 2009 - Present
Charles Schwab February 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Finance, Mutual Funds, Series 7, Investment Advisory
Education
San Jose State University 1968 — 1971
Bachelor of Science (BS), Financial Management, B+
Margarito Gomez Jr's Charles Schwab Experience December 2010 - Present
Job
Industry Financial Services
Experience
Charles Schwab December 2010 - Present
Technology Credit Union August 2007 - November 2010
Nationwide Discount Mortgage January 2003 - August 2007
Skills
Series 7, Series 63, Investments, Banking, Real Estate, Retirement Planning, Customer Service, Translation, Real Estate Financing, International Business, Wealth Management, Portfolio Management, Financial Planning, Finance, Securities, Financial Services, Relationship Management, Mutual Funds, Trading, Retirement, Loans, Asset Management, Credit, Investment Advisory, Equities
Education
San Jose State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
San Jose State University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Charles Schwab December 2010 - Present
Technology Credit Union August 2007 - November 2010
Nationwide Discount Mortgage January 2003 - August 2007
Skills
Series 7, Series 63, Investments, Banking, Real Estate, Retirement Planning, Customer Service, Translation, Real Estate Financing, International Business, Wealth Management, Portfolio Management, Financial Planning, Finance, Securities, Financial Services, Relationship Management, Mutual Funds, Trading, Retirement, Loans, Asset Management, Credit, Investment Advisory, Equities
Education
San Jose State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
San Jose State University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank