Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Scott Lavigne Scott Lavigne's Charles Schwab Experience October 2013 - September 2014
Job Specialist, High Net Worth Individuals at Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab & Co October 2014 - Present
Charles Schwab October 2013 - September 2014
Sawdey Solution Services November 2011 - July 2013
618 Air & Space Operations Center (TACC) August 2006 - December 2011
618 Air & Space Operations Center (TACC) August 2007 - May 2009
618 Air & Space Operations Center (TACC) August 2006 - August 2007
United States Air Force March 2006 - August 2006
437th Operations Group April 2005 - March 2006
United States Air Force August 2003 - April 2005
U.S. Air Force June 1993 - August 2003
Skills
Air Force, Security Clearance, DoD, Command & Control, Aviation, Military Operations, National Security, Military Aviation, Program Management, Defense, Leadership, Joint Military..., Interagency Coordination, NATO, C4ISR, Operational Planning, Project Planning, Electronic Warfare, Flight Training, Readiness, Foreign Military Sales, Team Building, Employee Training, Project Management, Military, Flights, Transportation, Information Assurance, Piloting, Special Operations, Tactics, Military Logistics, Intelligence Analysis, Aviation Operations, Training & Development, Manager, Staff Supervision, Project Supervision, Pilot, Aerial Refueling, Instructor, Staff Scheduling, Evaluation, Problem Solving, Communication Skills, Finance, Customer Service, Stock Trading, Personal Finance, Investments
Education
Arizona State University 1992 — 1993
Master of Arts, History
United States Air Force Academy 1986 — 1990
Bachelor of Science, History
Apollo High School 1982 — 1986
Charles Schwab & Co October 2014 - Present
Charles Schwab October 2013 - September 2014
Sawdey Solution Services November 2011 - July 2013
618 Air & Space Operations Center (TACC) August 2006 - December 2011
618 Air & Space Operations Center (TACC) August 2007 - May 2009
618 Air & Space Operations Center (TACC) August 2006 - August 2007
United States Air Force March 2006 - August 2006
437th Operations Group April 2005 - March 2006
United States Air Force August 2003 - April 2005
U.S. Air Force June 1993 - August 2003
Skills
Air Force, Security Clearance, DoD, Command & Control, Aviation, Military Operations, National Security, Military Aviation, Program Management, Defense, Leadership, Joint Military..., Interagency Coordination, NATO, C4ISR, Operational Planning, Project Planning, Electronic Warfare, Flight Training, Readiness, Foreign Military Sales, Team Building, Employee Training, Project Management, Military, Flights, Transportation, Information Assurance, Piloting, Special Operations, Tactics, Military Logistics, Intelligence Analysis, Aviation Operations, Training & Development, Manager, Staff Supervision, Project Supervision, Pilot, Aerial Refueling, Instructor, Staff Scheduling, Evaluation, Problem Solving, Communication Skills, Finance, Customer Service, Stock Trading, Personal Finance, Investments
Education
Arizona State University 1992 — 1993
Master of Arts, History
United States Air Force Academy 1986 — 1990
Bachelor of Science, History
Apollo High School 1982 — 1986
Sabrina Shelton Sabrina Shelton's Charles Schwab Experience April 2015 - Present
Job Data Operations Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2015 - Present
Healthcare Excellence Institute January 2013 - March 2015
Campus Entertainment August 2011 - May 2013
American Express May 2012 - August 2012
Arizona State University August 2011 - May 2012
Skills
Analysis, Leadership, Microsoft Office, Team Leadership, Process Improvement, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Visio, Project Management, Customer Service, Management, SQL, Arena Simulation..., Access, Windows, Data Analysis, Teamwork, Continuous Improvement
Education
Arizona State University 2012 — 2014
Master's Degree, Industrial Engineering, 3.70
Arizona State University 2009 — 2013
Bachelor of Science, Industrial Engineering, 3.66
Charles Schwab April 2015 - Present
Healthcare Excellence Institute January 2013 - March 2015
Campus Entertainment August 2011 - May 2013
American Express May 2012 - August 2012
Arizona State University August 2011 - May 2012
Skills
Analysis, Leadership, Microsoft Office, Team Leadership, Process Improvement, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Statistics, Visio, Project Management, Customer Service, Management, SQL, Arena Simulation..., Access, Windows, Data Analysis, Teamwork, Continuous Improvement
Education
Arizona State University 2012 — 2014
Master's Degree, Industrial Engineering, 3.70
Arizona State University 2009 — 2013
Bachelor of Science, Industrial Engineering, 3.66
Rick Fife Rick Fife's Charles Schwab Experience September 2011 - Present
Job Senior Team Manager, Global Investing Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab July 2006 - September 2011
Charles Schwab July 1997 - July 2006
Charles Schwab September 1993 - July 1997
Morgan Stanley Smith Barney April 1993 - August 1993
Merrill Lynch October 1989 - April 1993
Skills
Mutual Funds, Options, Series 63, Series 7, Financial Services, Securities, Equities, Investments, Team Building, Portfolio Management, Risk Management, FINRA, Wealth Management, Leadership, Management
Education
Arizona State University 1984 — 1988
BS, Finance
Charles Schwab September 2011 - Present
Charles Schwab July 2006 - September 2011
Charles Schwab July 1997 - July 2006
Charles Schwab September 1993 - July 1997
Morgan Stanley Smith Barney April 1993 - August 1993
Merrill Lynch October 1989 - April 1993
Skills
Mutual Funds, Options, Series 63, Series 7, Financial Services, Securities, Equities, Investments, Team Building, Portfolio Management, Risk Management, FINRA, Wealth Management, Leadership, Management
Education
Arizona State University 1984 — 1988
BS, Finance
Micaiah Beckhart Micaiah Beckhart's Charles Schwab Experience October 2013 - May 2015
Job Customer Service Representative
Industry Financial Services
Experience
Charles Schwab October 2013 - May 2015
Eye Care Centers of America March 2011 - October 2013
Intel Corporation June 2012 - August 2012
Skills
Applied Mathematics, Microsoft Applications, Matlab, Java, C++, Pspice, Solidworks, Windows, Linux, VHDL, Customer Support, Logo Design, Customer Service, PowerPoint, Technical Writing, Microsoft Excel, Public Speaking, SolidWorks, Research, Microsoft Office, Leadership, Social Media, Microsoft Word, Management
Education
Arizona State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering
Chandler/Gilbert Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Charles Schwab October 2013 - May 2015
Eye Care Centers of America March 2011 - October 2013
Intel Corporation June 2012 - August 2012
Skills
Applied Mathematics, Microsoft Applications, Matlab, Java, C++, Pspice, Solidworks, Windows, Linux, VHDL, Customer Support, Logo Design, Customer Service, PowerPoint, Technical Writing, Microsoft Excel, Public Speaking, SolidWorks, Research, Microsoft Office, Leadership, Social Media, Microsoft Word, Management
Education
Arizona State University 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering
Chandler/Gilbert Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Rene Saenz Rene Saenz's Charles Schwab Experience January 2015 - Present
Job Independent Business Owner at ACN
Industry Internet
Experience
Charles Schwab January 2015 - Present
ACN January 2012 - Present
JPMorgan Chase & Co. April 2011 - December 2014
Saenz Enterprises, LLC May 2005 - April 2011
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Portfolio Management, Consumer Lending, Investments, Risk Management, Finance, Loan Origination, Business Analysis, Customer Service, Sales, Public Speaking
Education
Arizona State University 1999 — 2003
Bachelor of Science (BS), Information Technology
Charles Schwab January 2015 - Present
ACN January 2012 - Present
JPMorgan Chase & Co. April 2011 - December 2014
Saenz Enterprises, LLC May 2005 - April 2011
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Commercial Banking, Portfolio Management, Consumer Lending, Investments, Risk Management, Finance, Loan Origination, Business Analysis, Customer Service, Sales, Public Speaking
Education
Arizona State University 1999 — 2003
Bachelor of Science (BS), Information Technology
shane stich shane stich's Charles Schwab Experience August 2014 - Present
Job Corporate Vendor Management Sr. Manager
Industry Information Technology and Services
Experience
Charles Schwab August 2014 - Present
Avnet September 2013 - March 2014
Avnet March 2012 - September 2013
Avnet 1998 - April 2012
Skills
Inventory Management, Vendor, Purchasing, Vendor Management, Supply Chain Management, Supply Chain, Logistics, Contract Negotiation, Contract Management, Budgets, Process Improvement, Cross-functional Team..., Pricing, Forecasting, Management, Program Management, Account Management, SAP, Project Management, Retail, ERP, Change Management, Business Process..., IT Operations, Data Center, IT Management
Education
Arizona State University 1995 — 1996
Business
University of Arizona 1993 — 1995
Business/Forestry
Charles Schwab August 2014 - Present
Avnet September 2013 - March 2014
Avnet March 2012 - September 2013
Avnet 1998 - April 2012
Skills
Inventory Management, Vendor, Purchasing, Vendor Management, Supply Chain Management, Supply Chain, Logistics, Contract Negotiation, Contract Management, Budgets, Process Improvement, Cross-functional Team..., Pricing, Forecasting, Management, Program Management, Account Management, SAP, Project Management, Retail, ERP, Change Management, Business Process..., IT Operations, Data Center, IT Management
Education
Arizona State University 1995 — 1996
Business
University of Arizona 1993 — 1995
Business/Forestry
Molly Stein, AAMS®'s Charles Schwab Experience November 2014 - Present
Job Senior Project Manager
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab February 2013 - Present
Skills
Asset Allocation, Asset Management, Financial Analysis, Investments, Mutual Funds, Process Improvement, Project Planning, Securities, Series 7, Series 63, Financial Services, Wealth Management, Trading, Equities, Strategy, Retirement Planning, Project Management, Retirement, Business Analysis, Client Services, Management, Business Development, Business Strategy, Strategic Planning, Business Planning, Change Management, Team Leadership, Finance, Banking, Investment Management, Team Building, Asset, Risk Management
Education
Arizona State University 2003 — 2007
Bachelor of Arts
Charles Schwab November 2014 - Present
Charles Schwab February 2013 - Present
Skills
Asset Allocation, Asset Management, Financial Analysis, Investments, Mutual Funds, Process Improvement, Project Planning, Securities, Series 7, Series 63, Financial Services, Wealth Management, Trading, Equities, Strategy, Retirement Planning, Project Management, Retirement, Business Analysis, Client Services, Management, Business Development, Business Strategy, Strategic Planning, Business Planning, Change Management, Team Leadership, Finance, Banking, Investment Management, Team Building, Asset, Risk Management
Education
Arizona State University 2003 — 2007
Bachelor of Arts
Samantha Draper Samantha Draper's Charles Schwab Experience May 2008 - May 2009
Job Quality Assurance Manager at Brightcove
Industry Computer Software
Experience
Brightcove December 2014 - Present
Forever Living Products August 2014 - December 2014
Unicorn Media, Inc. July 2011 - August 2014
General Dynamics May 2009 - June 2011
Charles Schwab May 2008 - May 2009
NASA at ASU August 2008 - December 2008
Skills
Java, Software Development, C++, HTML, XML, Eclipse, ClearCase, Object Oriented Design, JavaScript, QA Engineering, Visual Studio, C#, Test Automation, Regression Testing, Test Planning
Education
Arizona State University 2006 — 2010
B.S.E, Computer Systems Engineering, 2010
Brightcove December 2014 - Present
Forever Living Products August 2014 - December 2014
Unicorn Media, Inc. July 2011 - August 2014
General Dynamics May 2009 - June 2011
Charles Schwab May 2008 - May 2009
NASA at ASU August 2008 - December 2008
Skills
Java, Software Development, C++, HTML, XML, Eclipse, ClearCase, Object Oriented Design, JavaScript, QA Engineering, Visual Studio, C#, Test Automation, Regression Testing, Test Planning
Education
Arizona State University 2006 — 2010
B.S.E, Computer Systems Engineering, 2010
Kyla Houge Kyla Houge's Charles Schwab Experience November 2007 - September 2008
Job Honor Student (Volunteer) at Securities & Exchange Commission
Industry Law Practice
Experience
Securities & Exchange Commission August 2015 - Present
FINRA Investor Advocacy Clinic August 2015 - Present
Los Angeles County District Attorney's Office - Victim Impact Program May 2015 - August 2015
Counsel to Secure Justice January 2015 - March 2015
Edward Jones June 2011 - July 2014
Merrill Lynch September 2010 - June 2011
Merrill Lynch September 2008 - April 2010
Charles Schwab November 2007 - September 2008
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Pepperdine University School of Law 2014 — 2017
Master of Dispute Resolution, Dispute Resolution
Arizona State University 2011 — 2013
B.S., Public Service & Public Policy
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts, Communication Studies
Securities & Exchange Commission August 2015 - Present
FINRA Investor Advocacy Clinic August 2015 - Present
Los Angeles County District Attorney's Office - Victim Impact Program May 2015 - August 2015
Counsel to Secure Justice January 2015 - March 2015
Edward Jones June 2011 - July 2014
Merrill Lynch September 2010 - June 2011
Merrill Lynch September 2008 - April 2010
Charles Schwab November 2007 - September 2008
Education
Pepperdine University School of Law 2014 — 2017
Doctor of Law (J.D.), Law
Pepperdine University School of Law 2014 — 2017
Master of Dispute Resolution, Dispute Resolution
Arizona State University 2011 — 2013
B.S., Public Service & Public Policy
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts, Communication Studies
Megan Doumani's Charles Schwab Experience September 2013 - Present
Job Retirement Plan Services at Charles Schwab
Industry Health, Wellness and Fitness
Experience
Charles Schwab September 2013 - Present
The Madison Improvement Cub October 2012 - September 2013
J. Crew March 2012 - November 2012
Plaza Healthcare and Rehabilitation Center July 2011 - September 2011
Plaza Healthcare and Rehabilitation Center August 2010 - July 2011
Lilly Pulitzer February 2007 - June 2007
Skills
Organization, Customer Service, Sales, Store Operations, Microsoft Word, Internet Explorer, Employee Training, Microsoft Excel, PowerPoint, Positive Energy, Positive Team Player, W-2, 1099 Preparation, Leadership, Microsoft Office, Marketing, Event Management, Management, Public Speaking, Event Planning
Education
Arizona State University 2004 — 2010
Bachelor of Arts (B.A.), Communication, General
Charles Schwab September 2013 - Present
The Madison Improvement Cub October 2012 - September 2013
J. Crew March 2012 - November 2012
Plaza Healthcare and Rehabilitation Center July 2011 - September 2011
Plaza Healthcare and Rehabilitation Center August 2010 - July 2011
Lilly Pulitzer February 2007 - June 2007
Skills
Organization, Customer Service, Sales, Store Operations, Microsoft Word, Internet Explorer, Employee Training, Microsoft Excel, PowerPoint, Positive Energy, Positive Team Player, W-2, 1099 Preparation, Leadership, Microsoft Office, Marketing, Event Management, Management, Public Speaking, Event Planning
Education
Arizona State University 2004 — 2010
Bachelor of Arts (B.A.), Communication, General
Lisabel Elsea Lisabel Elsea's Charles Schwab Experience August 2010 - April 2013
Job Human Resources Manager at Royal Remanufacturing
Industry Human Resources
Experience
Royal Remanufacturing March 2014 - Present
DYCOM August 2013 - March 2014
Charles Schwab August 2010 - April 2013
Hilton Worldwide 2009 - 2010
Hilton Worldwide 2007 - 2009
Skills
Human Resources, Employee Training, PeopleSoft, Bilingual-English/Spanis..., ADP Payroll, Payroll, FMLA, Customer Satisfaction, Customer Service, Customer Engagement, New Hire Orientations, New Hire Training, New Hire Paperwork, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Onboarding, Hospitality Industry, Process Improvement, Procedures Documentation, Social Networking, Administrative..., Kronos Timekeeping, Corporate Relocation, Staffing Coordination, Resorts, Hospitality, Employee Engagement, Management, Training, Benefits Administration, Employee Relations, Process Scheduler, Employment Law, Hiring, College Recruiting, Applicant Tracking...
Education
Arizona State University 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Rio Salado College 2010 — 2010
Associate of Arts (A.A.), General Studies
Balboa High School 1995 — 1997
High School Diploma
Royal Remanufacturing March 2014 - Present
DYCOM August 2013 - March 2014
Charles Schwab August 2010 - April 2013
Hilton Worldwide 2009 - 2010
Hilton Worldwide 2007 - 2009
Skills
Human Resources, Employee Training, PeopleSoft, Bilingual-English/Spanis..., ADP Payroll, Payroll, FMLA, Customer Satisfaction, Customer Service, Customer Engagement, New Hire Orientations, New Hire Training, New Hire Paperwork, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Onboarding, Hospitality Industry, Process Improvement, Procedures Documentation, Social Networking, Administrative..., Kronos Timekeeping, Corporate Relocation, Staffing Coordination, Resorts, Hospitality, Employee Engagement, Management, Training, Benefits Administration, Employee Relations, Process Scheduler, Employment Law, Hiring, College Recruiting, Applicant Tracking...
Education
Arizona State University 2011 — 2013
Bachelor of Arts (B.A.), Sociology
Rio Salado College 2010 — 2010
Associate of Arts (A.A.), General Studies
Balboa High School 1995 — 1997
High School Diploma
Michelle Luedtke's Charles Schwab Experience June 2012 - August 2014
Job Student at Arizona State University
Industry
Experience
Charles Schwab June 2012 - August 2014
Goldman Sachs May 2011 - August 2011
SmartPractice November 2008 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Finance, Public Speaking, Leadership
Education
Arizona State University 2014 — 2016
Arizona State University 2010 — 2012
Bachelor's Degree, Economics, 3.8
Charles Schwab June 2012 - August 2014
Goldman Sachs May 2011 - August 2011
SmartPractice November 2008 - May 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Finance, Public Speaking, Leadership
Education
Arizona State University 2014 — 2016
Arizona State University 2010 — 2012
Bachelor's Degree, Economics, 3.8
Ryan Petry Ryan Petry's Charles Schwab Experience October 2006 - November 2009
Job Branch Manager with Scottrade
Industry Financial Services
Experience
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Scottrade May 2014 - Present
TD Ameritrade November 2009 - May 2014
Charles Schwab October 2006 - November 2009
SIMWEY Financial Group July 2005 - September 2006
Skills
Series 7, Series 24, Series 63, Uniform Combined State..., Series 6, Series 66, Series 4
Education
Arizona State University 2002 — 2004
Bachelor's degree, Agribusiness
University of Wisconsin-La Crosse 2000 — 2002
Rebecca Pickthall Rebecca Pickthall's Charles Schwab Experience September 2013 - Present
Job Participant Services Representative at Charles Schwab
Industry Retail
Experience
Charles Schwab September 2013 - Present
Arizona Autism United 2013 - 2013
Millie's Hallmark 2012 - 2013
Deutsche Bank 2011 - 2012
Deutsche Bank 2009 - 2010
Vanguard 2007 - 2009
Skills
Customer Service, Customer Satisfaction, Organizational..., Business Process..., Long-term Customer..., Merchandising, Retail, Store Management, Loss Prevention, Process Efficiency, Profit
Education
St. Mary's University College, London UK
Post Graduate Certificate in International Business
Arizona State University
Bachelor's Degree
Charles Schwab September 2013 - Present
Arizona Autism United 2013 - 2013
Millie's Hallmark 2012 - 2013
Deutsche Bank 2011 - 2012
Deutsche Bank 2009 - 2010
Vanguard 2007 - 2009
Skills
Customer Service, Customer Satisfaction, Organizational..., Business Process..., Long-term Customer..., Merchandising, Retail, Store Management, Loss Prevention, Process Efficiency, Profit
Education
St. Mary's University College, London UK
Post Graduate Certificate in International Business
Arizona State University
Bachelor's Degree
Marion Hebert Marion Hebert's Charles Schwab Experience January 1999 - August 2014
Job Finance
Industry Financial Services
Experience
Motif Investing September 2014 - Present
Charles Schwab January 1999 - August 2014
Skills
Series 7, Series 63, Series 9, Series 10, Securities, Financial Services, Mutual Funds, Process Improvement, Asset Management, Fixed Income, Risk Management, Event Planning, FINRA
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Purchasing and Logistics Management
McClintock High School 1988 — 1992
Motif Investing September 2014 - Present
Charles Schwab January 1999 - August 2014
Skills
Series 7, Series 63, Series 9, Series 10, Securities, Financial Services, Mutual Funds, Process Improvement, Asset Management, Fixed Income, Risk Management, Event Planning, FINRA
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Purchasing and Logistics Management
McClintock High School 1988 — 1992
Melissa Patafio Melissa Patafio's Charles Schwab Experience July 2015 - Present
Job Restricted Stock Specialist
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Fidelity Investments August 2014 - July 2015
Charles Schwab October 2013 - June 2014
Charles Schwab September 2011 - October 2013
American Indian Technology International September 2009 - September 2011
Four Seasons Hotels and Resorts 2000 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Microsoft Excel, Team Building, Event Management, Budgets, Training, Social Media, Leadership, Strategic Planning, Salesforce.com, PowerPoint, Microsoft Office, Hospitality, Public Speaking, Customer Satisfaction, Social Networking, Management, Microsoft Word, Public Relations, Recruiting, Sales, Fundraising, Social Media Marketing, Leadership Development, Coaching, Team Leadership, Administration
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), American Indian/Native American Studies
Charles Schwab July 2015 - Present
Fidelity Investments August 2014 - July 2015
Charles Schwab October 2013 - June 2014
Charles Schwab September 2011 - October 2013
American Indian Technology International September 2009 - September 2011
Four Seasons Hotels and Resorts 2000 - 2009
Skills
Customer Service, Event Planning, Marketing Communications, Microsoft Excel, Team Building, Event Management, Budgets, Training, Social Media, Leadership, Strategic Planning, Salesforce.com, PowerPoint, Microsoft Office, Hospitality, Public Speaking, Customer Satisfaction, Social Networking, Management, Microsoft Word, Public Relations, Recruiting, Sales, Fundraising, Social Media Marketing, Leadership Development, Coaching, Team Leadership, Administration
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), American Indian/Native American Studies
Moremi Okoroh Moremi Okoroh's Charles Schwab Experience January 2011 - January 2012
Job Enthusiastic selfstarter
Industry Entertainment
Experience
Equality California January 2013 - Present
Dirty and Thirty 2012 - Present
Arclight Hollywood January 2012 - January 2013
Charles schwab January 2011 - January 2012
ASU Gammage November 2004 - August 2009
HCA International May 2008 - August 2008
Upward Bound 2006 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Fundraising, Public Speaking, Theatre, Facebook, Research, Volunteer Management, Public Relations, Grant Writing, Legal Research, Entertainment, Time Management, Creative Writing, Blogging, Music, Coaching, Nonprofits, Outlook, Event Management, Customer Service
Education
Arizona State University 2004 — 2009
BA, History, business
Equality California January 2013 - Present
Dirty and Thirty 2012 - Present
Arclight Hollywood January 2012 - January 2013
Charles schwab January 2011 - January 2012
ASU Gammage November 2004 - August 2009
HCA International May 2008 - August 2008
Upward Bound 2006 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Fundraising, Public Speaking, Theatre, Facebook, Research, Volunteer Management, Public Relations, Grant Writing, Legal Research, Entertainment, Time Management, Creative Writing, Blogging, Music, Coaching, Nonprofits, Outlook, Event Management, Customer Service
Education
Arizona State University 2004 — 2009
BA, History, business
Omer Habul Omer Habul's Charles Schwab Experience January 2015 - Present
Job Sr. Risk Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - Present
Charles Schwab September 2012 - January 2014
Grainger January 2008 - August 2012
U-Haul International, Inc. May 2006 - December 2007
Skills
Customer Service, Sales, Leadership, Communication, Series 7, Sales Process, Account Management, Sales Operations, Financial Analysis, Multi Tasking, Team Leadership, Analysis, Series 63, Reports, Coaching, SAP, Sales Presentations, Closing Abilities, Driving New Business, Comfortable working..., Oral & Written..., Data Research, Multi-tasking Skills, Microsoft Office, Securities, Wealth Management, Financial Services, Mutual Funds, Series 9, Series 10
Education
Arizona State University 2009 — 2011
Bachelor of Science (B.S.), Psychology
Arizona State University 2009 — 2011
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Apollo High School 2002 — 2006
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - Present
Charles Schwab September 2012 - January 2014
Grainger January 2008 - August 2012
U-Haul International, Inc. May 2006 - December 2007
Skills
Customer Service, Sales, Leadership, Communication, Series 7, Sales Process, Account Management, Sales Operations, Financial Analysis, Multi Tasking, Team Leadership, Analysis, Series 63, Reports, Coaching, SAP, Sales Presentations, Closing Abilities, Driving New Business, Comfortable working..., Oral & Written..., Data Research, Multi-tasking Skills, Microsoft Office, Securities, Wealth Management, Financial Services, Mutual Funds, Series 9, Series 10
Education
Arizona State University 2009 — 2011
Bachelor of Science (B.S.), Psychology
Arizona State University 2009 — 2011
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Apollo High School 2002 — 2006
Mark Anthony Weldon's Charles Schwab Experience May 2015 - Present
Job Client Specialist Financial Planning at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - April 2015
Self Employed August 2012 - May 2014
Skills
Investment Brokerage, Series 7, Series 66, Photoshop, InDesign, Illustrator, Copy Editing, Microsoft Office, CPR Certified
Education
Arizona State University 2010 — 2014
Bachelor of Science, Sociology
Charles Schwab May 2015 - Present
Ameriprise Financial Services, Inc. September 2014 - April 2015
Self Employed August 2012 - May 2014
Skills
Investment Brokerage, Series 7, Series 66, Photoshop, InDesign, Illustrator, Copy Editing, Microsoft Office, CPR Certified
Education
Arizona State University 2010 — 2014
Bachelor of Science, Sociology
Lisa Villarreal Lisa Villarreal's Charles Schwab Experience October 2013 - April 2015
Job Managing Director, Advisor Services Risk & Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - April 2015
AIG Advisor Group July 2011 - August 2013
AIG Advisor Group August 2009 - July 2011
AIG Advisor Group August 2008 - August 2009
AIG Advisor Group October 2006 - August 2008
AIG Advisor Group April 2003 - October 2006
Skills
FINRA, Risk Management, Financial Services, Mutual Funds, Series 63, Series 7, Asset Management, Wealth Management, Series 24, Securities, AML, Due Diligence, Investment Advisory, Financial Advisory, Internal Audit, Project Management, Process Improvement, Policy Analysis, Compliance Management, Staff Development, Staff Management, Training & Development
Education
Arizona State University 1997 — 1999
Bachelor of Science, Business Marketing
Charles Schwab October 2013 - April 2015
AIG Advisor Group July 2011 - August 2013
AIG Advisor Group August 2009 - July 2011
AIG Advisor Group August 2008 - August 2009
AIG Advisor Group October 2006 - August 2008
AIG Advisor Group April 2003 - October 2006
Skills
FINRA, Risk Management, Financial Services, Mutual Funds, Series 63, Series 7, Asset Management, Wealth Management, Series 24, Securities, AML, Due Diligence, Investment Advisory, Financial Advisory, Internal Audit, Project Management, Process Improvement, Policy Analysis, Compliance Management, Staff Development, Staff Management, Training & Development
Education
Arizona State University 1997 — 1999
Bachelor of Science, Business Marketing
Kris Button Kris Button's Charles Schwab Experience March 2011 - July 2012
Job Education and Employment Consultant at Independence University
Industry Education Management
Experience
Independence University April 2014 - Present
Tumbleweed Center for Youth Development December 2012 - April 2014
University of Southern California August 2012 - March 2014
Charles Schwab March 2011 - July 2012
Merrill Lynch November 2008 - February 2011
Comerica Bank November 2007 - October 2008
JPMorgan Chase October 2004 - November 2007
Charles Schwab January 2000 - December 2004
Canyon Capital, LLC December 1995 - January 2000
Northern Arizona Grand Adventures October 1991 - November 1994
Skills
Long-term Care, Finance, Banking, Public Speaking, Group Therapy, Counseling Psychology, Program Development, Human Resources, Career Counseling, Case Managment, Community Outreach, Case Management, Employee Training, Mental Health, Psychotherapy, Leadership, Team Building, Nonprofits
Education
USC 2012 — 2014
Master of Social Work (MSW), Mental Health Counseling/Counselor
Colorado Technical University 2009 — 2010
Master of Business Administration (MBA), Social and Environmental Sustainability
Arizona State University 1995 — 1999
Bachelor of Science (BS), Psychology
Independence University April 2014 - Present
Tumbleweed Center for Youth Development December 2012 - April 2014
University of Southern California August 2012 - March 2014
Charles Schwab March 2011 - July 2012
Merrill Lynch November 2008 - February 2011
Comerica Bank November 2007 - October 2008
JPMorgan Chase October 2004 - November 2007
Charles Schwab January 2000 - December 2004
Canyon Capital, LLC December 1995 - January 2000
Northern Arizona Grand Adventures October 1991 - November 1994
Skills
Long-term Care, Finance, Banking, Public Speaking, Group Therapy, Counseling Psychology, Program Development, Human Resources, Career Counseling, Case Managment, Community Outreach, Case Management, Employee Training, Mental Health, Psychotherapy, Leadership, Team Building, Nonprofits
Education
USC 2012 — 2014
Master of Social Work (MSW), Mental Health Counseling/Counselor
Colorado Technical University 2009 — 2010
Master of Business Administration (MBA), Social and Environmental Sustainability
Arizona State University 1995 — 1999
Bachelor of Science (BS), Psychology
Robert Bob Fredrikson, CFP, MBA Robert Bob Fredrikson, CFP, MBA's Charles Schwab Experience August 1999 - April 2005
Job Owner, Fredrikson Financial Advisors
Industry Financial Services
Experience
Fredrikson Financial Advisors April 2005 - Present
Liberty Tax Service October 2005 - October 2010
Charles Schwab August 1999 - April 2005
United Airlines October 1990 - August 1999
Amana January 1989 - October 1990
Prudential Securities May 1985 - December 1988
Skills
Financial Advisory, Financial Services, Finance, Tax, Retirement Planning, Financial Planners, Strategic Financial..., Retirement, IRAs, Mutual Funds, Investment Strategies, 401k, Portfolio Management
Education
Butler University - College of Business Administration 2000 — 2004
MBA, Leadership, Entrepreneurship
Arizona State University 1983 — 1988
B.S., Finance
Mcclintock High School 1982 — 1983
Diploma, College Prep
Carl Sandburg High School 1979 — 1983
Diploma
Fredrikson Financial Advisors April 2005 - Present
Liberty Tax Service October 2005 - October 2010
Charles Schwab August 1999 - April 2005
United Airlines October 1990 - August 1999
Amana January 1989 - October 1990
Prudential Securities May 1985 - December 1988
Skills
Financial Advisory, Financial Services, Finance, Tax, Retirement Planning, Financial Planners, Strategic Financial..., Retirement, IRAs, Mutual Funds, Investment Strategies, 401k, Portfolio Management
Education
Butler University - College of Business Administration 2000 — 2004
MBA, Leadership, Entrepreneurship
Arizona State University 1983 — 1988
B.S., Finance
Mcclintock High School 1982 — 1983
Diploma, College Prep
Carl Sandburg High School 1979 — 1983
Diploma
Samantha Rath Samantha Rath's Charles Schwab Experience December 1995 - July 2002
Job Loan Document Specialist 3 at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2013 - Present
Merrill Lynch October 2011 - Present
Vanguard August 2009 - February 2011
Charles Schwab December 1995 - July 2002
Skills
Human Resources, Talent Acquisition, Strategic Planning, Marketing, Sales
Education
Arizona State University 1992 — 1995
BA, Psychology
Wells Fargo Home Mortgage January 2013 - Present
Merrill Lynch October 2011 - Present
Vanguard August 2009 - February 2011
Charles Schwab December 1995 - July 2002
Skills
Human Resources, Talent Acquisition, Strategic Planning, Marketing, Sales
Education
Arizona State University 1992 — 1995
BA, Psychology
JP Somerville JP Somerville's Charles Schwab Experience October 2000 - September 2004
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services February 2008 - Present
Union Bank October 2005 - February 2008
TD Ameritrade October 2004 - September 2005
Charles Schwab October 2000 - September 2004
Skills
Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Series 7, Investments, Banking, Financial Services, Series 63, Equities, Credit, Fixed Income, Securities, Retirement Planning, Investment Advisory
Education
Arizona State University 1995 — 2000
Bachelor's degree, International Business
Charles Schwab Advisor Services February 2008 - Present
Union Bank October 2005 - February 2008
TD Ameritrade October 2004 - September 2005
Charles Schwab October 2000 - September 2004
Skills
Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Series 7, Investments, Banking, Financial Services, Series 63, Equities, Credit, Fixed Income, Securities, Retirement Planning, Investment Advisory
Education
Arizona State University 1995 — 2000
Bachelor's degree, International Business
Ryan Vena, AAMS Ryan Vena, AAMS's Charles Schwab Experience September 2013 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Bank of America July 2011 - September 2013
Arizona Diamondbacks February 2011 - July 2011
Phoenix Suns October 2010 - February 2011
Skills
Mortgage Banking, VA loans, Credit, Mortgage Lending, Loans, Loan Origination, Refinance, FHA, FHA financing, Mortgage Underwriting, USDA, Residential Mortgages, Series 63, Series 7, Investments, AAMS
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Communication, General
Charles Schwab September 2013 - Present
Bank of America July 2011 - September 2013
Arizona Diamondbacks February 2011 - July 2011
Phoenix Suns October 2010 - February 2011
Skills
Mortgage Banking, VA loans, Credit, Mortgage Lending, Loans, Loan Origination, Refinance, FHA, FHA financing, Mortgage Underwriting, USDA, Residential Mortgages, Series 63, Series 7, Investments, AAMS
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Communication, General
John M. Shultz John M. Shultz's Charles Schwab Experience August 2009 - August 2011
Job Retirement Plan Advisor at Slavic401k Retirement Plan Services
Industry Financial Services
Experience
Slavic401k Retirement Plan Services August 2015 - Present
UBS August 2011 - August 2015
Charles Schwab August 2009 - August 2011
City of Scottsdale August 2006 - August 2009
City of Glendale AZ August 2005 - August 2006
City of Mesa August 2002 - August 2005
City of Phoenix August 2000 - August 2002
Education
Arizona State University
B.S., Biology
Western International University
M.B.A., Management
Slavic401k Retirement Plan Services August 2015 - Present
UBS August 2011 - August 2015
Charles Schwab August 2009 - August 2011
City of Scottsdale August 2006 - August 2009
City of Glendale AZ August 2005 - August 2006
City of Mesa August 2002 - August 2005
City of Phoenix August 2000 - August 2002
Education
Arizona State University
B.S., Biology
Western International University
M.B.A., Management
Siobhan Perkins Siobhan Perkins's Charles Schwab Experience August 2008 - March 2011
Job Senior Business Control Specialist at Bank of America
Industry Financial Services
Experience
Bank of America August 2013 - Present
Bank of America June 2012 - September 2013
Bank of America March 2011 - May 2012
Charles Schwab August 2008 - March 2011
JPMorgan Chase May 2007 - February 2008
JPMorgan Chase May 2005 - May 2007
JPMorgan Chase October 2001 - May 2005
Skills
Visio, Clarity, ClearQuest, Business Process Mapping, Six Sigma, Project Management, Access, Projects, Microsoft Excel, FrontPage, PowerPoint, Microsoft Word, Process Improvement, SharePoint, Analysis, Change Management, Leadership, Management, Risk Management, Banking, Business Analysis, Mortgage Banking, Vendor Management
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1994 — 1996
B.S., Justice Studies, Political Science
Bank of America August 2013 - Present
Bank of America June 2012 - September 2013
Bank of America March 2011 - May 2012
Charles Schwab August 2008 - March 2011
JPMorgan Chase May 2007 - February 2008
JPMorgan Chase May 2005 - May 2007
JPMorgan Chase October 2001 - May 2005
Skills
Visio, Clarity, ClearQuest, Business Process Mapping, Six Sigma, Project Management, Access, Projects, Microsoft Excel, FrontPage, PowerPoint, Microsoft Word, Process Improvement, SharePoint, Analysis, Change Management, Leadership, Management, Risk Management, Banking, Business Analysis, Mortgage Banking, Vendor Management
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1994 — 1996
B.S., Justice Studies, Political Science
Sarah Pringle's Charles Schwab Experience June 2011 - August 2011
Job M&A/Auctions Reporter at The Deal
Industry Writing and Editing
Experience
The Deal May 2013 - Present
Bloomberg LP January 2013 - March 2013
Cronkite News Service August 2012 - December 2012
Dow Jones June 2012 - September 2012
Donald W. Reynolds National Center for Business Journalism January 2012 - May 2012
Charles Schwab June 2011 - August 2011
AC Diplomatic Barcelona June 2010 - August 2010
Skills
Ap Style, News Writing, Breaking News, Online Journalism, Storytelling, Final Cut Pro, Social Media, WordPress, ENPS, Freelance Writing, Video Editing, Photojournalism, AP Style, Fact-checking, Content Management, Content Strategy, Digital Journalism, Online News, Press Releases, Publishing, Video
Education
Arizona State University 2011 — 2012
MMC, Business Journalism
University of Arizona, Eller College of Management 2007 — 2011
BS, Major in Business Economics, Minor in Spanish
The Deal May 2013 - Present
Bloomberg LP January 2013 - March 2013
Cronkite News Service August 2012 - December 2012
Dow Jones June 2012 - September 2012
Donald W. Reynolds National Center for Business Journalism January 2012 - May 2012
Charles Schwab June 2011 - August 2011
AC Diplomatic Barcelona June 2010 - August 2010
Skills
Ap Style, News Writing, Breaking News, Online Journalism, Storytelling, Final Cut Pro, Social Media, WordPress, ENPS, Freelance Writing, Video Editing, Photojournalism, AP Style, Fact-checking, Content Management, Content Strategy, Digital Journalism, Online News, Press Releases, Publishing, Video
Education
Arizona State University 2011 — 2012
MMC, Business Journalism
University of Arizona, Eller College of Management 2007 — 2011
BS, Major in Business Economics, Minor in Spanish
Laura Geyer's Charles Schwab Experience July 2008 - November 2012
Job Manager Customer Care GoDaddy
Industry Information Technology and Services
Experience
Go Daddy May 2015 - Present
DHL May 2013 - May 2015
Charles Schwab July 2008 - November 2012
Vanguard June 1996 - July 2008
Wells Fargo Financial May 1993 - November 1997
Skills
Leadership, Financial Services, Mutual Funds, Process Improvement, Team Building, Series 6, Investments, 401k, Relationship Management, Recruiting, Six Sigma, FINRA, Strategy, FINRA Series 6, FINRA 63, ERISA RFP1,RFP2, Retirement Planning, Call Center, Call Center Management, Call Centers, Call Center..., Strategic Leadership, Organizational..., Workforce Management, Coaching, Sales, Employee Benefits, Management, Customer Service, Consulting, Finance, Strategic Planning
Education
Glendale Community College 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration
Arizona State University
Go Daddy May 2015 - Present
DHL May 2013 - May 2015
Charles Schwab July 2008 - November 2012
Vanguard June 1996 - July 2008
Wells Fargo Financial May 1993 - November 1997
Skills
Leadership, Financial Services, Mutual Funds, Process Improvement, Team Building, Series 6, Investments, 401k, Relationship Management, Recruiting, Six Sigma, FINRA, Strategy, FINRA Series 6, FINRA 63, ERISA RFP1,RFP2, Retirement Planning, Call Center, Call Center Management, Call Centers, Call Center..., Strategic Leadership, Organizational..., Workforce Management, Coaching, Sales, Employee Benefits, Management, Customer Service, Consulting, Finance, Strategic Planning
Education
Glendale Community College 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration
Arizona State University
Rene Teran's Charles Schwab Experience August 2015 - Present
Job Financial Services Professional with Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Nationstar Mortgage January 2014 - August 2015
Essential Direct April 2013 - January 2014
Mimi's Cafe July 2012 - April 2013
Urban Outfitters November 2010 - July 2012
Skills
Visual Merchandising, Fashion, Merchandising, Styling, Apparel, Trend Analysis, Retail, Retail Sales, Store Management, Sales, Time Management, Social Networking, Social Media Marketing, Event Planning, Marketing
Education
Arizona State University 2008 — 2012
Bachelor of Arts (BA), Psychology, A
Charles Schwab August 2015 - Present
Nationstar Mortgage January 2014 - August 2015
Essential Direct April 2013 - January 2014
Mimi's Cafe July 2012 - April 2013
Urban Outfitters November 2010 - July 2012
Skills
Visual Merchandising, Fashion, Merchandising, Styling, Apparel, Trend Analysis, Retail, Retail Sales, Store Management, Sales, Time Management, Social Networking, Social Media Marketing, Event Planning, Marketing
Education
Arizona State University 2008 — 2012
Bachelor of Arts (BA), Psychology, A
Michele Herzberg Michele Herzberg's Charles Schwab Experience January 1998 - January 2013
Job Merrill Edge
Industry Investment Management
Experience
Merrill Edge June 2014 - September 2015
Merrill Edge November 2013 - May 2014
Charles Schwab January 1998 - January 2013
Charles Schwab 1998 - 2013
Charles Schwab 1998 - 2010
Skills
Relationship-builder..., Contact Management, Business Development, Customer-focused Selling, Customer-focused Service, Prospect and Lead..., Territory..., Management, Series 7, Series 63, Series 65, Series 9, Series 10, Fixed Income, Wholesale Experience, Alternative Investments, Mutual Funds, FINRA, Asset Allocation, ETFs, Investment Advisory, Investments, Series 6, Uniform Combined State..., Wealth Management
Education
Arizona State University 1983 — 1989
Liberal Arts English
Merrill Edge June 2014 - September 2015
Merrill Edge November 2013 - May 2014
Charles Schwab January 1998 - January 2013
Charles Schwab 1998 - 2013
Charles Schwab 1998 - 2010
Skills
Relationship-builder..., Contact Management, Business Development, Customer-focused Selling, Customer-focused Service, Prospect and Lead..., Territory..., Management, Series 7, Series 63, Series 65, Series 9, Series 10, Fixed Income, Wholesale Experience, Alternative Investments, Mutual Funds, FINRA, Asset Allocation, ETFs, Investment Advisory, Investments, Series 6, Uniform Combined State..., Wealth Management
Education
Arizona State University 1983 — 1989
Liberal Arts English
Randy Forte Randy Forte's Charles Schwab Experience 2003 - 2005
Job Independent Singer/Songwriter, Filmmaker, Writer. Marketing & Operations Mgmt.
Industry Motion Pictures and Film
Experience
Flower Street Scene 2008 - Present
Charles Schwab 2003 - 2005
Charles Schwab 1995 - 2002
Skills
Series 7, Series 63, Agile Methodologies, Financial Services, Securities, Business Analysis, User Experience, Program Management, Product Development, Marketing Strategy, Risk Management, Investments, Creative writing, Public Speaking, Songwriting, Singer-songwriter, Screenwriting
Education
Arizona State University 2006 — 2009
BFA, Film and Media Production
Flower Street Scene 2008 - Present
Charles Schwab 2003 - 2005
Charles Schwab 1995 - 2002
Skills
Series 7, Series 63, Agile Methodologies, Financial Services, Securities, Business Analysis, User Experience, Program Management, Product Development, Marketing Strategy, Risk Management, Investments, Creative writing, Public Speaking, Songwriting, Singer-songwriter, Screenwriting
Education
Arizona State University 2006 — 2009
BFA, Film and Media Production
Parker Fendler Parker Fendler's Charles Schwab Experience August 2011 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Charles Schwab September 2010 - August 2011
Evergreen Devco, Inc. 2006 - July 2010
Charles Schwab 1998 - 2006
Charles Schwab 1995 - 1998
American Express Financial Advisors 1993 - 1995
Skills
Series 7, Series 63, General Securities..., CAMS, USA PATRIOT Act
Education
Arizona State University 1988 — 1993
Bachelor of Science, Finance
Charles Schwab August 2011 - Present
Charles Schwab September 2010 - August 2011
Evergreen Devco, Inc. 2006 - July 2010
Charles Schwab 1998 - 2006
Charles Schwab 1995 - 1998
American Express Financial Advisors 1993 - 1995
Skills
Series 7, Series 63, General Securities..., CAMS, USA PATRIOT Act
Education
Arizona State University 1988 — 1993
Bachelor of Science, Finance
Nathan Mascenic's Charles Schwab Experience 2003 - 2004
Job Vice President, Business Systems at Freedom Financial Network
Industry Financial Services
Experience
Freedom Financial Network September 2007 - Present
Salesforce.com 2008 - 2011
Intuit 2008 - 2009
Inter-Tel June 2004 - September 2007
Chela Education Financing 2004 - 2005
foodchain inc 2003 - 2004
Charles Schwab 2003 - 2004
Apropos Technology 2002 - 2003
Onshore 2001 - 2002
ambulance transportation inc 2000 - 2001
Skills
Unix, Windows, Project Management, Salesforce.com, Agile Methodologies, Business Intelligence, Cloud Computing, Process Improvement, SaaS, SQL, Business Analysis, XML, Troubleshooting, C#, Telecommunications, Microsoft SQL Server, Program Management, VoIP, Java, Training, Call Center, CRM, Integration, Enterprise Software, Software Development, Management, Networking, Team Leadership, Quality Assurance, Testing, Start-ups, Team Building, Team Management, Software Engineering, Force.com, Leadership, Web Development, Web Services, Telephony, CTI, MySQL, Vendor Management, IVR, JavaScript, Windows Server, TCP/IP, HTML
Education
Arizona State University 2005 — 2007
Bachelor's degree, Spanish Language and Literature
University of Illinois at Chicago
Freedom Financial Network September 2007 - Present
Salesforce.com 2008 - 2011
Intuit 2008 - 2009
Inter-Tel June 2004 - September 2007
Chela Education Financing 2004 - 2005
foodchain inc 2003 - 2004
Charles Schwab 2003 - 2004
Apropos Technology 2002 - 2003
Onshore 2001 - 2002
ambulance transportation inc 2000 - 2001
Skills
Unix, Windows, Project Management, Salesforce.com, Agile Methodologies, Business Intelligence, Cloud Computing, Process Improvement, SaaS, SQL, Business Analysis, XML, Troubleshooting, C#, Telecommunications, Microsoft SQL Server, Program Management, VoIP, Java, Training, Call Center, CRM, Integration, Enterprise Software, Software Development, Management, Networking, Team Leadership, Quality Assurance, Testing, Start-ups, Team Building, Team Management, Software Engineering, Force.com, Leadership, Web Development, Web Services, Telephony, CTI, MySQL, Vendor Management, IVR, JavaScript, Windows Server, TCP/IP, HTML
Education
Arizona State University 2005 — 2007
Bachelor's degree, Spanish Language and Literature
University of Illinois at Chicago
Jon Cappadona's Charles Schwab Experience June 1997 - October 1998
Job
Industry Higher Education
Experience
Jon Cappadona March 2013 - Present
New Camaldoli Hermitage March 2005 - September 2012
University of Connecticut August 2003 - May 2005
Credit Suisse February 2000 - February 2001
Wit Capital Management November 1998 - March 2000
Charles Schwab June 1997 - October 1998
Skills
Education, Mindfulness Based..., Mindfulness Meditation, Mindfulness, Tutoring, Academic Tutoring, Financial Services, Student Development, Academia, College Teaching, Student Affairs, Public Speaking, Academic Writing
Education
UMass Medical School 2012 — 2013
Center for Mindfulness Practicum, MBSR
The University of Connecticut 2002 — 2004
Master's degree, Educational Psychology
Arizona State University 1994 — 1997
Bachelor's degree, Entrepreneurial and Small Business Operations
Jon Cappadona March 2013 - Present
New Camaldoli Hermitage March 2005 - September 2012
University of Connecticut August 2003 - May 2005
Credit Suisse February 2000 - February 2001
Wit Capital Management November 1998 - March 2000
Charles Schwab June 1997 - October 1998
Skills
Education, Mindfulness Based..., Mindfulness Meditation, Mindfulness, Tutoring, Academic Tutoring, Financial Services, Student Development, Academia, College Teaching, Student Affairs, Public Speaking, Academic Writing
Education
UMass Medical School 2012 — 2013
Center for Mindfulness Practicum, MBSR
The University of Connecticut 2002 — 2004
Master's degree, Educational Psychology
Arizona State University 1994 — 1997
Bachelor's degree, Entrepreneurial and Small Business Operations
Richard Victor Richard Victor's Charles Schwab Experience March 1993 - September 2001
Job Certified Financial Planner™ Professional, Financial Trainer and Educator, Author of "Help for the 401(k)lueless"
Industry Financial Services
Experience
Financial Interactions LLC May 2005 - Present
RegEd October 2010 - Present
GE 2005 - 2006
Charles Schwab March 1993 - September 2001
Skills
Financial Education, Public Speaking, Series 6 Instructor, Series 63 Instructor, Strategic Planning, Program Management, Series 63, Retirement, Training, Entrepreneurship, Start-ups
Education
Arizona State University 1986 — 1989
Bachelor of Arts (B.A.), English
Financial Interactions LLC May 2005 - Present
RegEd October 2010 - Present
GE 2005 - 2006
Charles Schwab March 1993 - September 2001
Skills
Financial Education, Public Speaking, Series 6 Instructor, Series 63 Instructor, Strategic Planning, Program Management, Series 63, Retirement, Training, Entrepreneurship, Start-ups
Education
Arizona State University 1986 — 1989
Bachelor of Arts (B.A.), English
Scott Short Scott Short's Charles Schwab Experience October 2000 - November 2009
Job President at Directional Asset Management, LLC
Industry Financial Services
Experience
Directional Asset Management, LLC February 2010 - Present
Charles Schwab October 2000 - November 2009
Prudential Securities 1996 - 2000
Skills
Portfolio Management, Strategic Financial..., Asset Managment, Asset Management, Investment Advisory, Risk Management, Asset Allocation, Wealth Management
Education
Arizona State University 1990 — 1996
BS, Quantatative Analysis- History
Chaminade
Directional Asset Management, LLC February 2010 - Present
Charles Schwab October 2000 - November 2009
Prudential Securities 1996 - 2000
Skills
Portfolio Management, Strategic Financial..., Asset Managment, Asset Management, Investment Advisory, Risk Management, Asset Allocation, Wealth Management
Education
Arizona State University 1990 — 1996
BS, Quantatative Analysis- History
Chaminade
Scott Herndon Scott Herndon's Charles Schwab Experience October 1995 - July 1997
Job President at Herndon, Inc.
Industry Construction
Experience
Herndon, Inc. PeopleSoft ContractorIndependentJuly 1998 - July 2005
Charles Schwab October 1995 - July 1997
Skills
Construction, Construction Management, Contractors, Renovation, Custom Homes, Contract Negotiation, Value Engineering, Strategic Planning, Residential Homes, Contract Management, Decks, Green Building, Budgets, New Business Development, Negotiation
Education
Arizona State University 1985 — 1989
BS, Finance
Herndon, Inc. PeopleSoft ContractorIndependentJuly 1998 - July 2005
Charles Schwab October 1995 - July 1997
Skills
Construction, Construction Management, Contractors, Renovation, Custom Homes, Contract Negotiation, Value Engineering, Strategic Planning, Residential Homes, Contract Management, Decks, Green Building, Budgets, New Business Development, Negotiation
Education
Arizona State University 1985 — 1989
BS, Finance
Kevin Golden, CRPC®'s Charles Schwab Experience August 2000 - May 2001
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2001 - Present
Charles Schwab August 2000 - May 2001
Education
College for Financial Planning 2014 — 2014
Certification, Chartered Retirement Planning Couselor
Arizona State University 1995 — 1999
Ameriprise Financial Services, Inc. May 2001 - Present
Charles Schwab August 2000 - May 2001
Education
College for Financial Planning 2014 — 2014
Certification, Chartered Retirement Planning Couselor
Arizona State University 1995 — 1999
Kyle Giannuzzi Kyle Giannuzzi's Charles Schwab Experience May 2005 - August 2005
Job Owner / BMW Mechanic at Self Employed Mechanic
Industry Financial Services
Experience
Self Employed Mechanic January 2004 - Present
SanTan Brewing Company June 2009 - October 2010
CRA Events June 2004 - May 2010
Rocker World June 2009 - February 2010
The Boles Group February 2007 - June 2009
Sodexo February 2005 - February 2007
Charles Schwab May 2005 - August 2005
Ultimate Auto Works May 2004 - July 2004
MY BMW May 2001 - August 2001
Education
Arizona State University 2003 — 2009
B.S., Psychology
Self Employed Mechanic January 2004 - Present
SanTan Brewing Company June 2009 - October 2010
CRA Events June 2004 - May 2010
Rocker World June 2009 - February 2010
The Boles Group February 2007 - June 2009
Sodexo February 2005 - February 2007
Charles Schwab May 2005 - August 2005
Ultimate Auto Works May 2004 - July 2004
MY BMW May 2001 - August 2001
Education
Arizona State University 2003 — 2009
B.S., Psychology
Kevin Roberg Kevin Roberg's Charles Schwab Experience August 1999 - May 2010
Job Inside Sales Agent at Dish Network
Industry Philanthropy
Experience
Dish Network January 2013 - Present
Phoenix CEO-CFO May 2011 - Present
Benedictine University 2014 - 2015
Benedictine University 2014 - 2015
Las Sendas Community Association October 2010 - October 2013
Waddell & Reed August 2010 - February 2013
Charles Schwab August 1999 - May 2010
Arizona Army National Guard December 1998 - May 2003
Viad / Restaura 1998 - 1999
Skills
Program Management, Leadership Development, Marketing Strategy, Project Planning, Sales, Finance, Management, Analysis, Start-ups, Leadership, Insurance, Strategic Financial..., Business Development, Networking, Mutual Funds, Entrepreneurship, Customer Satisfaction, Team Building, Process Improvement, Budgets, Small Business, Financial Advisory, Wealth Management, Time Management
Education
Arizona State University 1993 — 1997
B.S., Business Management
New Mexico Military Institute 1989 — 1993
Diploma, College Preparatory / JROTC
Dish Network January 2013 - Present
Phoenix CEO-CFO May 2011 - Present
Benedictine University 2014 - 2015
Benedictine University 2014 - 2015
Las Sendas Community Association October 2010 - October 2013
Waddell & Reed August 2010 - February 2013
Charles Schwab August 1999 - May 2010
Arizona Army National Guard December 1998 - May 2003
Viad / Restaura 1998 - 1999
Skills
Program Management, Leadership Development, Marketing Strategy, Project Planning, Sales, Finance, Management, Analysis, Start-ups, Leadership, Insurance, Strategic Financial..., Business Development, Networking, Mutual Funds, Entrepreneurship, Customer Satisfaction, Team Building, Process Improvement, Budgets, Small Business, Financial Advisory, Wealth Management, Time Management
Education
Arizona State University 1993 — 1997
B.S., Business Management
New Mexico Military Institute 1989 — 1993
Diploma, College Preparatory / JROTC
Rich Conrad Rich Conrad's Charles Schwab Experience January 2001 - December 2002
Job Owner of RE/MAX Preferred Choice and Owner, RE/MAX Preferred Choice
Industry Real Estate
Experience
RE/MAX Preferred Choice June 2004 - Present
Superior Lending Corporation February 2003 - October 2008
Charles Schwab January 2001 - December 2002
Charles Schwab April 2000 - December 2000
Charles Schwab June 1993 - April 2000
Skills
Investment Properties, Residential Homes, Investors, Real Estate, Real Estate Transactions, REO, Foreclosures, Short Sales, Relocation, Single Family Homes, First Time Home Buyers, Sellers, Luxury, Management, Operations Management, Customer Oriented
Education
Glendale Community College 2003 — 2004
Microsoft Certification, Technology
Arizona State University 1986 — 1992
Bachelor's degree, Finance
RE/MAX Preferred Choice June 2004 - Present
Superior Lending Corporation February 2003 - October 2008
Charles Schwab January 2001 - December 2002
Charles Schwab April 2000 - December 2000
Charles Schwab June 1993 - April 2000
Skills
Investment Properties, Residential Homes, Investors, Real Estate, Real Estate Transactions, REO, Foreclosures, Short Sales, Relocation, Single Family Homes, First Time Home Buyers, Sellers, Luxury, Management, Operations Management, Customer Oriented
Education
Glendale Community College 2003 — 2004
Microsoft Certification, Technology
Arizona State University 1986 — 1992
Bachelor's degree, Finance
Joshua Monaghan Joshua Monaghan's Charles Schwab Experience June 2014 - November 2014
Job Data Analyst Data Design at State Farm
Industry Computer Software
Experience
State Farm June 2015 - Present
Charles Schwab June 2014 - November 2014
Apple May 2013 - September 2013
Chick-fil-A June 2012 - April 2013
Skills
Windows 7, Windows XP Pro, Microsoft Office, OS X, Visio, Microsoft SQL Server, Database Design, C#, Java, Internal Controls, Microsoft Visio, Microsoft Project, Microsoft Access, Customer Service, Root Cause Analysis, Enterprise Fraud..., Technical Debugging, SOX Regulations, Spreadsheets, Operating Systems
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Perry High School
Perry High School
State Farm June 2015 - Present
Charles Schwab June 2014 - November 2014
Apple May 2013 - September 2013
Chick-fil-A June 2012 - April 2013
Skills
Windows 7, Windows XP Pro, Microsoft Office, OS X, Visio, Microsoft SQL Server, Database Design, C#, Java, Internal Controls, Microsoft Visio, Microsoft Project, Microsoft Access, Customer Service, Root Cause Analysis, Enterprise Fraud..., Technical Debugging, SOX Regulations, Spreadsheets, Operating Systems
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems
Perry High School
Perry High School
Joshua McCauley's Charles Schwab Experience 2011 - 2012
Job Process Improvement Specialist
Industry Financial Services
Experience
LawLogix Group, Inc. April 2015 - Present
Financial Engines October 2012 - December 2014
Charles Schwab 2011 - 2012
Discount Tire Company August 2004 - July 2011
Skills
Microsoft Excel, PowerPoint, Visio, Microsoft Word, Access, Financial Analysis, Analysis, Financial Modeling, Process Improvement, Business Analysis, Risk Management, Financial Planning, Customer Service, Accounting, Leadership, Data Analysis, Budgets, Bloomberg, Financial Reporting, Teamwork, Finance, SQL, C#, Lean Six Sigma, VBA
Education
Arizona State University 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
Arizona State University 2007 — 2010
Finance and Financial Management Services
LawLogix Group, Inc. April 2015 - Present
Financial Engines October 2012 - December 2014
Charles Schwab 2011 - 2012
Discount Tire Company August 2004 - July 2011
Skills
Microsoft Excel, PowerPoint, Visio, Microsoft Word, Access, Financial Analysis, Analysis, Financial Modeling, Process Improvement, Business Analysis, Risk Management, Financial Planning, Customer Service, Accounting, Leadership, Data Analysis, Budgets, Bloomberg, Financial Reporting, Teamwork, Finance, SQL, C#, Lean Six Sigma, VBA
Education
Arizona State University 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
Arizona State University 2007 — 2010
Finance and Financial Management Services
Sarah Parks's Charles Schwab Experience October 2007 - April 2009
Job Credit Products Officer I
Industry Financial Services
Experience
BBVA Compass July 2015 - Present
Fashion to Fit You March 2012 - Present
GE Capital April 2015 - July 2015
GE Capital February 2013 - April 2015
Manpower Group October 2012 - February 2013
GE June 2010 - September 2012
Accounting Finance & Professionals October 2009 - January 2010
ULTA Beauty July 2007 - July 2009
Charles Schwab October 2007 - April 2009
Skills
Data Entry, Credit, Excel, Financial Reporting, Loans, Underwriting, Credit Analysis, Lean Process Improvement, Networking, Goal Oriented, Pitch Work, Pitch Development, Portfolio Management, Financial Analysis, Financial Modeling, Project Planning, Project Management, Microsoft Word, Sales, Product Marketing, Problem Solving, Microsoft Excel, author, Blogger, Writing, Stylists, Fashion Blogging, Leadership, Outlook, Customer Service, Analysis, Teamwork, Finance, Microsoft Office, Time Management, Management, Real Estate, Social Media, Social Networking, Public Speaking, Social Media Marketing, Marketing, Risk Management, Marketing Strategy, PowerPoint, Banking, Process Improvement, Financial Risk, Strategy
Education
Arizona State University 2010 — 2012
Bachelor, Finance
Greenway 2002 — 2006
BBVA Compass July 2015 - Present
Fashion to Fit You March 2012 - Present
GE Capital April 2015 - July 2015
GE Capital February 2013 - April 2015
Manpower Group October 2012 - February 2013
GE June 2010 - September 2012
Accounting Finance & Professionals October 2009 - January 2010
ULTA Beauty July 2007 - July 2009
Charles Schwab October 2007 - April 2009
Skills
Data Entry, Credit, Excel, Financial Reporting, Loans, Underwriting, Credit Analysis, Lean Process Improvement, Networking, Goal Oriented, Pitch Work, Pitch Development, Portfolio Management, Financial Analysis, Financial Modeling, Project Planning, Project Management, Microsoft Word, Sales, Product Marketing, Problem Solving, Microsoft Excel, author, Blogger, Writing, Stylists, Fashion Blogging, Leadership, Outlook, Customer Service, Analysis, Teamwork, Finance, Microsoft Office, Time Management, Management, Real Estate, Social Media, Social Networking, Public Speaking, Social Media Marketing, Marketing, Risk Management, Marketing Strategy, PowerPoint, Banking, Process Improvement, Financial Risk, Strategy
Education
Arizona State University 2010 — 2012
Bachelor, Finance
Greenway 2002 — 2006
Megan Womeldorf Megan Womeldorf's Charles Schwab Experience July 2012 - February 2015
Job Experienced Financial Professional
Industry Financial Services
Experience
Charles Schwab July 2012 - February 2015
Walt Disney World August 2011 - February 2012
Walt Disney World January 2011 - August 2011
Starbucks May 2010 - December 2010
City of Phoenix PAC afterschool program May 2005 - May 2010
Skills
Excel Certified, Team Leadership, Organizational Behavior, Leadership, Customer Service, Teamwork, Fitness, Employee Training, Leadership Development, Event Planning, Social Networking, Fashion, Time Management, Human Resources, Event Management, Energetic Self-Starter, Commitment to Customer..., Enthusiast, Social Skills, Organizational..., Photoshop, Social Media, Public Speaking
Education
Arizona State University 2007 — 2011
Bachelors of Interdisciplinary Studies, Bussiness and Communications
University of Arizona 2005 — 2007
Charles Schwab July 2012 - February 2015
Walt Disney World August 2011 - February 2012
Walt Disney World January 2011 - August 2011
Starbucks May 2010 - December 2010
City of Phoenix PAC afterschool program May 2005 - May 2010
Skills
Excel Certified, Team Leadership, Organizational Behavior, Leadership, Customer Service, Teamwork, Fitness, Employee Training, Leadership Development, Event Planning, Social Networking, Fashion, Time Management, Human Resources, Event Management, Energetic Self-Starter, Commitment to Customer..., Enthusiast, Social Skills, Organizational..., Photoshop, Social Media, Public Speaking
Education
Arizona State University 2007 — 2011
Bachelors of Interdisciplinary Studies, Bussiness and Communications
University of Arizona 2005 — 2007
Lindsay Furches Lindsay Furches's Charles Schwab Experience August 2015 - Present
Job Sr. Client Service Specialist
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab August 2013 - July 2015
W Scottsdale September 2012 - September 2013
Arizona State University September 2011 - May 2012
JW Marriott's Spa at the Camelback Inn October 2008 - January 2012
Skills
Hospitality, Time Management, Leadership, Customer Satisfaction, Team Building, Public Speaking, Social Networking, Investments
Education
Arizona State University 2011 — 2014
Bachelor of Arts (BA), Psychology
Scottsdale Community College 2008 — 2010
English
Starr's Mill High School
Charles Schwab August 2015 - Present
Charles Schwab August 2013 - July 2015
W Scottsdale September 2012 - September 2013
Arizona State University September 2011 - May 2012
JW Marriott's Spa at the Camelback Inn October 2008 - January 2012
Skills
Hospitality, Time Management, Leadership, Customer Satisfaction, Team Building, Public Speaking, Social Networking, Investments
Education
Arizona State University 2011 — 2014
Bachelor of Arts (BA), Psychology
Scottsdale Community College 2008 — 2010
English
Starr's Mill High School
Nathan Barba Nathan Barba's Charles Schwab Experience June 2006 - October 2009
Job Researcher at The Space and Terrestrial Robotic Exploration Laboratory (SpaceTREx)
Industry Renewables & Environment
Experience
The Space and Terrestrial Robotic Exploration Laboratory (SpaceTREx) August 2015 - Present
ASU NASA Space Grant July 2015 - Present
RePower Designs October 2011 - Present
North American Roofing June 2012 - November 2012
Megawatt Energy Systems January 2011 - January 2012
Solarmax Arizona March 2009 - December 2010
Charles Schwab June 2006 - October 2009
Skills
Photovoltaics, Business Strategy, Business Process, Solar System Design, Renewable Energy, Renewable Energy Systems, Environmental Permitting, Financial Analysis, Finance, Start-ups, Energy, Energy Efficiency, Sustainability, Business Development, Solar Energy, Entrepreneurship, New Business Development, Strategy, Strategic Planning
Education
Arizona State University 2013 — 2016
Mechanical Engineering, Aerospace, Aeronautical and Astronautical/Space Engineering
The Space and Terrestrial Robotic Exploration Laboratory (SpaceTREx) August 2015 - Present
ASU NASA Space Grant July 2015 - Present
RePower Designs October 2011 - Present
North American Roofing June 2012 - November 2012
Megawatt Energy Systems January 2011 - January 2012
Solarmax Arizona March 2009 - December 2010
Charles Schwab June 2006 - October 2009
Skills
Photovoltaics, Business Strategy, Business Process, Solar System Design, Renewable Energy, Renewable Energy Systems, Environmental Permitting, Financial Analysis, Finance, Start-ups, Energy, Energy Efficiency, Sustainability, Business Development, Solar Energy, Entrepreneurship, New Business Development, Strategy, Strategic Planning
Education
Arizona State University 2013 — 2016
Mechanical Engineering, Aerospace, Aeronautical and Astronautical/Space Engineering
Matthew Fickett's Charles Schwab Experience November 2012 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Sure-Trak Inc June 2011 - November 2012
The Coffee Bean & Tea Leaf® June 2010 - May 2011
American Express June 2009 - May 2010
Best Buy August 2004 - February 2008
Skills
Social Influence, Organizational..., Social Research, Leadership, Microsoft Office, Research, Consumer Psychology, Analysis
Education
Arizona State University
Bachelor of Science (BS), Psychology, 3.77
Charles Schwab November 2012 - Present
Sure-Trak Inc June 2011 - November 2012
The Coffee Bean & Tea Leaf® June 2010 - May 2011
American Express June 2009 - May 2010
Best Buy August 2004 - February 2008
Skills
Social Influence, Organizational..., Social Research, Leadership, Microsoft Office, Research, Consumer Psychology, Analysis
Education
Arizona State University
Bachelor of Science (BS), Psychology, 3.77
Ryan VandenBerg Ryan VandenBerg's Charles Schwab Experience November 2012 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Fidelity Investments October 2014 - Present
Charles Schwab November 2012 - October 2014
UBuildIt - Chandler November 2004 - November 2012
Curves January 2002 - November 2004
Wells Fargo December 1999 - July 2001
Morgan Stanley April 1998 - November 1999
Skills
Negotiation, Business Development, Construction Management, Strategic Planning, Selling, Investments, Sales Management, Business Strategy, Contract Negotiation, New Business Development, Team Building, Start-ups, Green Building, Retirement Planning, Marketing Strategy, Construction, Residential Homes, Operations Management, Leadership, Sales, Pricing, Investment Properties, Real Estate, Account Management, Microsoft Office
Education
University of Wisconsin-Milwaukee - School of Business Administration 1993 — 2001
Bachelor of Business Administration, Marketing
Arizona State University 1994 — 1996
Business
Watertown High School 1989 — 1993
Natasha Benishek's Charles Schwab Experience April 2014 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Wells Fargo October 2012 - April 2014
WyzAnt Tutoring January 2011 - January 2013
Northwestern Mutual August 2011 - February 2012
Skills
Disability Insurance, Life Insurance, Team Building, Microsoft Office, Coaching, Long Term Care Insurance, Fixed Annuities, Sales & Use Tax, Academic Tutoring, Banking, Mutual Funds, Retirement Planning, Risk Management
Education
American University of Rome 2013 — 2013
International Business Certificate
Arizona State University 2011 — 2013
Bachelor's degree, Business/Corporate Communications
Paradise Valley Community College 2009 — 2011
Associate's degree, Business
Charles Schwab April 2014 - Present
Wells Fargo October 2012 - April 2014
WyzAnt Tutoring January 2011 - January 2013
Northwestern Mutual August 2011 - February 2012
Skills
Disability Insurance, Life Insurance, Team Building, Microsoft Office, Coaching, Long Term Care Insurance, Fixed Annuities, Sales & Use Tax, Academic Tutoring, Banking, Mutual Funds, Retirement Planning, Risk Management
Education
American University of Rome 2013 — 2013
International Business Certificate
Arizona State University 2011 — 2013
Bachelor's degree, Business/Corporate Communications
Paradise Valley Community College 2009 — 2011
Associate's degree, Business
Shannon M. Devine's Charles Schwab Experience 2009 - 2010
Job AREM at Digital Realty
Industry Commercial Real Estate
Experience
Digital Realty May 2013 - Present
RMR Wealth Builders August 2011 - December 2012
Barker DZP 2010 - 2011
Charles Schwab 2009 - 2010
Melbourne IT June 2008 - August 2009
Steven J. Wells, PC January 2005 - January 2009
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Series 63, Estate Planning, IRAs, Securities, Insurance, 401k, Investment Advisory, Variable Annuities, Compliance, Finance, Financial Operations, Advertising, Marketing, Project Management, Office Management, Financial Advisory, Executive Administrative, Investment Strategies, Asset Management, Sales, Customer Service, Microsoft Office, Business Development
Education
Arizona State University 2001 — 2006
DePaul University 1999 — 2001
Digital Realty May 2013 - Present
RMR Wealth Builders August 2011 - December 2012
Barker DZP 2010 - 2011
Charles Schwab 2009 - 2010
Melbourne IT June 2008 - August 2009
Steven J. Wells, PC January 2005 - January 2009
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Series 63, Estate Planning, IRAs, Securities, Insurance, 401k, Investment Advisory, Variable Annuities, Compliance, Finance, Financial Operations, Advertising, Marketing, Project Management, Office Management, Financial Advisory, Executive Administrative, Investment Strategies, Asset Management, Sales, Customer Service, Microsoft Office, Business Development
Education
Arizona State University 2001 — 2006
DePaul University 1999 — 2001
Nick Seltun's Charles Schwab Experience January 2007 - March 2013
Job Principal, Financial Advisor at O'Connor Capital Advisory
Industry Financial Services
Experience
O'Connor Capital Advisory 2013 - Present
Charles Schwab January 2007 - March 2013
Skills
Investments, Investment Strategies, Wealth Management, Strategic Vision, Property Management, Real Estate, Investment Properties, Real Estate Development, Renovation, Interior Design, Financial Planning, Asset Allocation, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Management, Behavioral Economics, Retirement Savings, Portfolio Management
Education
Arizona State University
Paradise Valley Community College
University of Washington
University of Phoenix
O'Connor Capital Advisory 2013 - Present
Charles Schwab January 2007 - March 2013
Skills
Investments, Investment Strategies, Wealth Management, Strategic Vision, Property Management, Real Estate, Investment Properties, Real Estate Development, Renovation, Interior Design, Financial Planning, Asset Allocation, Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Management, Behavioral Economics, Retirement Savings, Portfolio Management
Education
Arizona State University
Paradise Valley Community College
University of Washington
University of Phoenix
Kelsey Hudson Kelsey Hudson's Charles Schwab Experience July 2011 - September 2014
Job Operations Specialist at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors October 2014 - Present
Charles Schwab July 2011 - September 2014
Wells Fargo September 2008 - July 2011
Education
Arizona State University 2008 — 2011
Bachelor’s Degree, Multi/Interdisciplinary Studies
RGT Wealth Advisors October 2014 - Present
Charles Schwab July 2011 - September 2014
Wells Fargo September 2008 - July 2011
Education
Arizona State University 2008 — 2011
Bachelor’s Degree, Multi/Interdisciplinary Studies
Nicholas Hammon Nicholas Hammon's Charles Schwab Experience March 2012 - Present
Job Team Lead Alternative Investments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Skills
Customer Service, Microsoft Office, Management, Sales, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, Project Management, Marketing
Education
Arizona State University 2007 — 2011
B.S., Kinesiology
Charles Schwab March 2012 - Present
Skills
Customer Service, Microsoft Office, Management, Sales, Microsoft Excel, Leadership, Strategic Planning, Microsoft Word, Project Management, Marketing
Education
Arizona State University 2007 — 2011
B.S., Kinesiology
Robert VanVliet Robert VanVliet's Charles Schwab Experience July 2015 - Present
Job Talent Sourcing Advisor onsite at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab July 2015 - Present
UnitedHealth Group September 2014 - June 2015
Google September 2013 - September 2014
Discover Financial Services October 2012 - August 2013
Department of Workforce Services August 2010 - October 2012
Primerica May 2010 - December 2010
US Census Bureau May 2010 - August 2010
The Canyons May 2009 - January 2010
Maricopa County July 2007 - May 2009
Benchmark Potato Company June 2005 - August 2006
Skills
Interviews, Resume Writing, Human Resources, Training, Career Development, Sourcing, Employee Relations, Microsoft Excel, Applicant Tracking..., Personnel Management, Employee Training, Conflict Resolution, Job Coaching, Career Counseling, Talent Acquisition, Outlook, Job Search Strategies, Temporary Placement, Coaching, Onboarding, Job Fairs, Job Search, PowerPoint, FMLA, Hiring, HRIS, Photoshop, Sales, New Hire Orientations, PeopleSoft, Workforce Planning, Contract Negotiation, Nonprofits, Interview Preparation, Policy, Payroll, College Recruiting, Internet Recruiting, Full-life Cycle..., Taleo, High Volume Staffing, Workshop Facilitation, Screening Resumes, Interviewing Skills, Job Descriptions, Resume, Word, Excel, Community Advocacy, Salesforce
Education
Arizona State University 2006 — 2008
MPA, Public Administration
Brigham Young University - Idaho 2001 — 2004
BS, Communications
Charles Schwab July 2015 - Present
UnitedHealth Group September 2014 - June 2015
Google September 2013 - September 2014
Discover Financial Services October 2012 - August 2013
Department of Workforce Services August 2010 - October 2012
Primerica May 2010 - December 2010
US Census Bureau May 2010 - August 2010
The Canyons May 2009 - January 2010
Maricopa County July 2007 - May 2009
Benchmark Potato Company June 2005 - August 2006
Skills
Interviews, Resume Writing, Human Resources, Training, Career Development, Sourcing, Employee Relations, Microsoft Excel, Applicant Tracking..., Personnel Management, Employee Training, Conflict Resolution, Job Coaching, Career Counseling, Talent Acquisition, Outlook, Job Search Strategies, Temporary Placement, Coaching, Onboarding, Job Fairs, Job Search, PowerPoint, FMLA, Hiring, HRIS, Photoshop, Sales, New Hire Orientations, PeopleSoft, Workforce Planning, Contract Negotiation, Nonprofits, Interview Preparation, Policy, Payroll, College Recruiting, Internet Recruiting, Full-life Cycle..., Taleo, High Volume Staffing, Workshop Facilitation, Screening Resumes, Interviewing Skills, Job Descriptions, Resume, Word, Excel, Community Advocacy, Salesforce
Education
Arizona State University 2006 — 2008
MPA, Public Administration
Brigham Young University - Idaho 2001 — 2004
BS, Communications
Muhammed Cam's Charles Schwab Experience June 2015 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab December 2014 - June 2015
Charles Schwab December 2012 - November 2014
Charles Schwab February 2011 - November 2012
Turkish Intercultural Dialogue Trip June 2010 - July 2010
D&T Arizona Investments LLC June 2008 - September 2008
Skills
Series 7, Series 63, Customer Service, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Mutual Funds, Marketing, Investments, Market Research, Microsoft Word, Sales Management, Data Analysis, Asset Allocation, Social Media, Team Leadership, Analysis, Financial Analysis, Time Management, Leadership
Education
Arizona State University 2006 — 2010
Bacher of Science, International Marketing
Arizona State University 2006 — 2010
Bachelor of Marketing, International Business, Business
Charles Schwab June 2015 - Present
Charles Schwab December 2014 - June 2015
Charles Schwab December 2012 - November 2014
Charles Schwab February 2011 - November 2012
Turkish Intercultural Dialogue Trip June 2010 - July 2010
D&T Arizona Investments LLC June 2008 - September 2008
Skills
Series 7, Series 63, Customer Service, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Mutual Funds, Marketing, Investments, Market Research, Microsoft Word, Sales Management, Data Analysis, Asset Allocation, Social Media, Team Leadership, Analysis, Financial Analysis, Time Management, Leadership
Education
Arizona State University 2006 — 2010
Bacher of Science, International Marketing
Arizona State University 2006 — 2010
Bachelor of Marketing, International Business, Business
Nicole Sisk Nicole Sisk's Charles Schwab Experience May 2008 - August 2013
Job Senior Workforce Planning Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2008 - August 2013
Discover Financial Services September 2004 - June 2008
Discover Financial Services March 2001 - September 2004
Discover Financial Services June 2000 - March 2001
Devereux June 1998 - June 2000
Helen Keller National Center for Deaf-Blind Youths and Adults May 1996 - June 1998
Skills
IEX Total View, Microsoft Excel, Microsoft Office, AT&T Business Direct, Avaya, Configuration Management
Education
Arizona State University
Paradise Valley Community College
Charles Schwab May 2008 - August 2013
Discover Financial Services September 2004 - June 2008
Discover Financial Services March 2001 - September 2004
Discover Financial Services June 2000 - March 2001
Devereux June 1998 - June 2000
Helen Keller National Center for Deaf-Blind Youths and Adults May 1996 - June 1998
Skills
IEX Total View, Microsoft Excel, Microsoft Office, AT&T Business Direct, Avaya, Configuration Management
Education
Arizona State University
Paradise Valley Community College
Michael Steffes Michael Steffes's Charles Schwab Experience February 2012 - Present
Job Senior Cashier at Charles Schwab
Industry Banking
Experience
Charles Schwab February 2012 - Present
Merrill Lynch April 2011 - March 2012
Bank of America September 2008 - March 2011
Bank of America March 2007 - September 2008
Bank of America May 2005 - March 2007
Bank of America August 2003 - May 2005
GameStop October 2001 - June 2003
Skills
Call Center, Banking, Customer Service, Customer Relations, Problem Solving, Data Entry, Customer Satisfaction, Outlook, Excel, Compliance, Word, PowerPoint, Microsoft Office, Sales, Call Centers, Management, Analysis
Education
Arizona State University 1997 — 2001
Bachelor of Arts, English, English Literature
Charles Schwab February 2012 - Present
Merrill Lynch April 2011 - March 2012
Bank of America September 2008 - March 2011
Bank of America March 2007 - September 2008
Bank of America May 2005 - March 2007
Bank of America August 2003 - May 2005
GameStop October 2001 - June 2003
Skills
Call Center, Banking, Customer Service, Customer Relations, Problem Solving, Data Entry, Customer Satisfaction, Outlook, Excel, Compliance, Word, PowerPoint, Microsoft Office, Sales, Call Centers, Management, Analysis
Education
Arizona State University 1997 — 2001
Bachelor of Arts, English, English Literature
Judy Aguiar Judy Aguiar's Charles Schwab Experience January 2012 - Present
Job Senior ManagerApplication Lifecycle Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2012 - Present
Turnapaige & Reed Moore 2002 - Present
Charles Schwab May 2011 - December 2011
Apollo Group/University of Phoenix September 2010 - May 2011
The European Christmas Market June 1986 - December 2010
Apollo Group/University of Phoenix October 2009 - September 2010
DHL February 2009 - September 2009
City of Surprise May 2008 - January 2009
ThomsonNETg June 2005 - June 2007
Intel Corporation July 1988 - June 1996
Skills
Project Management, Databases, Program Management, Publishing, SharePoint, Visio, Business Analysis, Editing, Windows, Software Documentation, Management, ITIL, Data Center, Quality Assurance, Photography, Access, Requirements Analysis, IT Strategy, Process Improvement, PMO, Security
Education
Arizona State University 1977 — 1984
BA, Hours for MA, English
Karlsruhe American High School 1974 — 1977
Diploma
Charles Schwab January 2012 - Present
Turnapaige & Reed Moore 2002 - Present
Charles Schwab May 2011 - December 2011
Apollo Group/University of Phoenix September 2010 - May 2011
The European Christmas Market June 1986 - December 2010
Apollo Group/University of Phoenix October 2009 - September 2010
DHL February 2009 - September 2009
City of Surprise May 2008 - January 2009
ThomsonNETg June 2005 - June 2007
Intel Corporation July 1988 - June 1996
Skills
Project Management, Databases, Program Management, Publishing, SharePoint, Visio, Business Analysis, Editing, Windows, Software Documentation, Management, ITIL, Data Center, Quality Assurance, Photography, Access, Requirements Analysis, IT Strategy, Process Improvement, PMO, Security
Education
Arizona State University 1977 — 1984
BA, Hours for MA, English
Karlsruhe American High School 1974 — 1977
Diploma
Kevin Coinman Kevin Coinman's Charles Schwab Experience May 2008 - February 2011
Job
Industry Information Technology and Services
Experience
Pearson North America April 2013 - Present
NIS February 2011 - Present
Charles Schwab May 2008 - February 2011
Charles Schwab October 2005 - May 2008
AT&T 1992 - 2005
Skills
Microsoft Servers, Network Administration, Databases, Data Analysis, System Administration, Operating Systems, Wireless Networking, Telecommunications, Windows Vista, Quality Assurance, Windows 7, Mac OS X, Call Centers, Technical Support, Customer Satisfaction, Windows Scripting, Security, Networking, Troubleshooting, Help Desk Support, Disaster Recovery, Vendor Management, Information Technology, Analysis, Management, Network Security, VPN, Linux, DNS, Active Directory, Digital Certificates, PKI, Project Coordination, Linux System..., HTML, Unix Shell Scripting, Information Security, Perl, Python, Team Management, TCP/IP protocols, XP, TCP/IP, IT Management, Cisco Technologies, Windows XP, Windows, Windows Server, OS X
Education
Arizona State University
Bachelor of Science, Justice Studies
University of Phoenix 2004 — 2006
Master of Science, Computer Information Systems
Aims Community College 2001 — 2003
Certificate, Telecommunications
Chandler Gilbert Community College 1997 — 1998
Certificate, Microsoft Product Specialist
New Horizons
Certificates, Windows 2008R2, Active Directory and Linux
Pearson North America April 2013 - Present
NIS February 2011 - Present
Charles Schwab May 2008 - February 2011
Charles Schwab October 2005 - May 2008
AT&T 1992 - 2005
Skills
Microsoft Servers, Network Administration, Databases, Data Analysis, System Administration, Operating Systems, Wireless Networking, Telecommunications, Windows Vista, Quality Assurance, Windows 7, Mac OS X, Call Centers, Technical Support, Customer Satisfaction, Windows Scripting, Security, Networking, Troubleshooting, Help Desk Support, Disaster Recovery, Vendor Management, Information Technology, Analysis, Management, Network Security, VPN, Linux, DNS, Active Directory, Digital Certificates, PKI, Project Coordination, Linux System..., HTML, Unix Shell Scripting, Information Security, Perl, Python, Team Management, TCP/IP protocols, XP, TCP/IP, IT Management, Cisco Technologies, Windows XP, Windows, Windows Server, OS X
Education
Arizona State University
Bachelor of Science, Justice Studies
University of Phoenix 2004 — 2006
Master of Science, Computer Information Systems
Aims Community College 2001 — 2003
Certificate, Telecommunications
Chandler Gilbert Community College 1997 — 1998
Certificate, Microsoft Product Specialist
New Horizons
Certificates, Windows 2008R2, Active Directory and Linux
Nicole Vespoli Nicole Vespoli's Charles Schwab Experience January 2005 - Present
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2005 - Present
Charles Schwab December 2002 - December 2005
Charles Schwab May 1998 - December 2002
Charles Schwab May 1997 - May 1998
Nu Way Realty July 1996 - May 1997
Skills
Wealth Management, Retirement Planning, Business Development, Sales, Series 7, Series 63, Asset Allocation, Finance, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Financial Advisory, Retirement, Investment Advisory, Securities, ETFs, Investment Management, Financial Services, Relationship Management, IRAs, High Net Worth..., Strategic Financial..., Bonds, Asset Management, Fixed Annuities
Education
College For Financial Planning 2006 — 2007
AAMS
Show Low High School 1990 — 1994
Arizona State University
Charles Schwab January 2005 - Present
Charles Schwab December 2002 - December 2005
Charles Schwab May 1998 - December 2002
Charles Schwab May 1997 - May 1998
Nu Way Realty July 1996 - May 1997
Skills
Wealth Management, Retirement Planning, Business Development, Sales, Series 7, Series 63, Asset Allocation, Finance, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Financial Advisory, Retirement, Investment Advisory, Securities, ETFs, Investment Management, Financial Services, Relationship Management, IRAs, High Net Worth..., Strategic Financial..., Bonds, Asset Management, Fixed Annuities
Education
College For Financial Planning 2006 — 2007
AAMS
Show Low High School 1990 — 1994
Arizona State University
Michael Wimmer Michael Wimmer's Charles Schwab Experience 1998 - 2000
Job Software Entrepreneur
Industry Information Technology and Services
Experience
Benevis April 2005 - Present
Proper LLC / Recognition Solutions June 2001 - Present
Charles Schwab 1998 - 2000
Salt River Project 1995 - 1998
A&C Enercom 1989 - 1995
Skills
ASP.NET, C#, Database Development, EDI, Java, PowerBuilder, SQL, Web Services, UML, XML, Unix, Agile Methodologies, Databases, Java Enterprise Edition, Software Engineering, Scrum
Education
Arizona State University 1987 — 1989
Computer Science
Mesa Community College 1985 — 1987
Associates of Applied Science, Electronics
Benevis April 2005 - Present
Proper LLC / Recognition Solutions June 2001 - Present
Charles Schwab 1998 - 2000
Salt River Project 1995 - 1998
A&C Enercom 1989 - 1995
Skills
ASP.NET, C#, Database Development, EDI, Java, PowerBuilder, SQL, Web Services, UML, XML, Unix, Agile Methodologies, Databases, Java Enterprise Edition, Software Engineering, Scrum
Education
Arizona State University 1987 — 1989
Computer Science
Mesa Community College 1985 — 1987
Associates of Applied Science, Electronics
Luis Casian, CFA Luis Casian, CFA's Charles Schwab Experience July 2008 - August 2012
Job Investment Consultant
Industry Financial Services
Experience
Fisher Investments September 2012 - Present
Charles Schwab July 2008 - August 2012
USAA May 2007 - June 2008
Ameriprise Financial Services, Inc. July 2004 - April 2007
Education
Arizona State University 1999 — 2003
B.S, Computer Science
Fisher Investments September 2012 - Present
Charles Schwab July 2008 - August 2012
USAA May 2007 - June 2008
Ameriprise Financial Services, Inc. July 2004 - April 2007
Education
Arizona State University 1999 — 2003
B.S, Computer Science
Larry J. King Larry J. King's Charles Schwab Experience 1995 - 2001
Job Investor/Educator
Industry Management Consulting
Experience
System41.com October 2013 - January 2015
Ultimate Staffing November 2012 - March 2013
Sitel September 2011 - November 2012
King Associates June 2010 - September 2011
Riverside Elementary School District July 2007 - June 2010
Osborn Elementary July 2002 - June 2007
Charles Schwab 1995 - 2001
Fidelity Investments 1989 - 1995
Skills
Management, Investments, Finance, Educational Consulting, Education, Grant Writing, Financial Services, Process Improvement, Program Management, Risk Management, Strategy, Strategic Planning, Project Management, Leadership, Adult Education, Educational Leadership, Educational Technology, Options Strategies, Equities, Higher Education, Customer Service, Curriculum Design, Curriculum Development, Currency, Curriculum Assessment, Training, Leadership Development, Call Centers, Organizational..., Team Building, Staff Development, Consulting
Education
Arizona State University 2003 — 2006
MAEd
University of Phoenix 2001 — 2002
Master's
University of Utah 1978 — 1984
B.S.
System41.com October 2013 - January 2015
Ultimate Staffing November 2012 - March 2013
Sitel September 2011 - November 2012
King Associates June 2010 - September 2011
Riverside Elementary School District July 2007 - June 2010
Osborn Elementary July 2002 - June 2007
Charles Schwab 1995 - 2001
Fidelity Investments 1989 - 1995
Skills
Management, Investments, Finance, Educational Consulting, Education, Grant Writing, Financial Services, Process Improvement, Program Management, Risk Management, Strategy, Strategic Planning, Project Management, Leadership, Adult Education, Educational Leadership, Educational Technology, Options Strategies, Equities, Higher Education, Customer Service, Curriculum Design, Curriculum Development, Currency, Curriculum Assessment, Training, Leadership Development, Call Centers, Organizational..., Team Building, Staff Development, Consulting
Education
Arizona State University 2003 — 2006
MAEd
University of Phoenix 2001 — 2002
Master's
University of Utah 1978 — 1984
B.S.
Kevin Wertz Kevin Wertz's Charles Schwab Experience September 2010 - January 2014
Job Analyst
Industry Airlines/Aviation
Experience
US Airways 2014 - Present
Charles Schwab September 2010 - January 2014
Skills
Analysis, Financial Analysis, Tax Reporting, Problem Solving, Microsoft Office, Microsoft Excel, MS-DOS, Project Management, Project Coordination, Quality Assurance, Quality Control, Team Management, Team-oriented, Communication, Internal Communications, Internal Controls, Procedure Development, Procedure Review, Process Improvement, Operational Efficiency, Error Correction, error ana, Leading Meetings, Managing Processes, Managing Meetings, Reporting & Analysis, Business Communications, Series 7, Series 63, Equity Research, Separately Managed..., Data Analysis, Strategic Planning, Access, Research, Team Building, Teamwork, Customer Service
Education
Arizona State University 2005 — 2009
Bachelor of Science (BS), Finance, General
US Airways 2014 - Present
Charles Schwab September 2010 - January 2014
Skills
Analysis, Financial Analysis, Tax Reporting, Problem Solving, Microsoft Office, Microsoft Excel, MS-DOS, Project Management, Project Coordination, Quality Assurance, Quality Control, Team Management, Team-oriented, Communication, Internal Communications, Internal Controls, Procedure Development, Procedure Review, Process Improvement, Operational Efficiency, Error Correction, error ana, Leading Meetings, Managing Processes, Managing Meetings, Reporting & Analysis, Business Communications, Series 7, Series 63, Equity Research, Separately Managed..., Data Analysis, Strategic Planning, Access, Research, Team Building, Teamwork, Customer Service
Education
Arizona State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Nicole Ferrer Nicole Ferrer's Charles Schwab Experience September 1997 - March 2004
Job Senior Vendor Relationship Manager
Industry Financial Services
Experience
USAA April 2013 - Present
USAA March 2007 - March 2013
NRC CONSULTING, LLC 2006 - 2007
M&R Real Estate Investment company March 2004 - August 2006
Charles Schwab September 1997 - March 2004
Wells Fargo 1996 - 1997
Ashworth 1995 - 1996
Skills
Forecasting, Management, Analysis, Strategy, Training, Cross-functional Team..., Call Centers, Workforce Management, Customer Satisfaction, Budgets, Sales, Supply Chain Management, Third Party Vendor..., Scheduling Management, Vendor Management, Team Building, Risk Management, Leadership, Customer Service, Business Process..., Process Improvement
Education
Arizona State University 1995 — 2000
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Woodland Park High School
Woodland Park High School
USAA April 2013 - Present
USAA March 2007 - March 2013
NRC CONSULTING, LLC 2006 - 2007
M&R Real Estate Investment company March 2004 - August 2006
Charles Schwab September 1997 - March 2004
Wells Fargo 1996 - 1997
Ashworth 1995 - 1996
Skills
Forecasting, Management, Analysis, Strategy, Training, Cross-functional Team..., Call Centers, Workforce Management, Customer Satisfaction, Budgets, Sales, Supply Chain Management, Third Party Vendor..., Scheduling Management, Vendor Management, Team Building, Risk Management, Leadership, Customer Service, Business Process..., Process Improvement
Education
Arizona State University 1995 — 2000
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Woodland Park High School
Woodland Park High School
Karen Sherlock MS, CFP® Karen Sherlock MS, CFP®'s Charles Schwab Experience March 2010 - October 2011
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Schwab Private Client Investment Advisory June 2012 - Present
Schwab Private Client Investment Advisory October 2010 - June 2012
Charles Schwab March 2010 - October 2011
Skills
Portfolio Management, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Asset Management, Series 63
Education
College for Financial Planning 2011 — 2014
Master’s Degree, Financial Planning and Services
Arizona State University 1979 — 1983
BS Marketing, Marketing
Schwab Private Client Investment Advisory June 2012 - Present
Schwab Private Client Investment Advisory October 2010 - June 2012
Charles Schwab March 2010 - October 2011
Skills
Portfolio Management, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Asset Management, Series 63
Education
College for Financial Planning 2011 — 2014
Master’s Degree, Financial Planning and Services
Arizona State University 1979 — 1983
BS Marketing, Marketing
NuNu Nath NuNu Nath's Charles Schwab Experience May 2008 - October 2010
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Charles Schwab May 2008 - October 2010
Charles Schwab November 2006 - May 2008
Bank of America December 1998 - September 2006
Skills
Banking, Series 7, Securities, Uniform Combined State..., Financial Services, Commercial Banking, Portfolio Management, Series 63, Brokerage, Investments, Mutual Funds, Treasury Management, Executive Management, PowerPoint, Asset Allocation, Asset Management, Equities, FINRA, Retirement Planning, Wealth Management, Alternative Investments, Bonds, Fixed Income, Relationship Management, Retirement, Strategic Financial..., Financial Planning
Education
Arizona State University 2000 — 2004
BA, Sociology
Vanguard October 2011 - Present
Charles Schwab May 2008 - October 2010
Charles Schwab November 2006 - May 2008
Bank of America December 1998 - September 2006
Skills
Banking, Series 7, Securities, Uniform Combined State..., Financial Services, Commercial Banking, Portfolio Management, Series 63, Brokerage, Investments, Mutual Funds, Treasury Management, Executive Management, PowerPoint, Asset Allocation, Asset Management, Equities, FINRA, Retirement Planning, Wealth Management, Alternative Investments, Bonds, Fixed Income, Relationship Management, Retirement, Strategic Financial..., Financial Planning
Education
Arizona State University 2000 — 2004
BA, Sociology
Paul Cooke's Charles Schwab Experience April 1999 - December 2005
Job
Industry Information Technology and Services
Experience
Amazon October 2014 - Present
Microsoft April 2010 - October 2014
Microsoft April 2008 - April 2010
Microsoft January 2006 - March 2008
Charles Schwab April 1999 - December 2005
Skills
Program Management, Data Center, Windows, Cloud Computing, Strategy, Software Development, Software Project..., Virtualization, IT Strategy, Security, Enterprise Architecture, Microsoft Technologies, Enterprise Software, IT Management, SaaS, Management, Agile Methodologies
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Technology Management
Arizona State University 1984 — 1989
B.S.E, Computer Systems Engineering
Amazon October 2014 - Present
Microsoft April 2010 - October 2014
Microsoft April 2008 - April 2010
Microsoft January 2006 - March 2008
Charles Schwab April 1999 - December 2005
Skills
Program Management, Data Center, Windows, Cloud Computing, Strategy, Software Development, Software Project..., Virtualization, IT Strategy, Security, Enterprise Architecture, Microsoft Technologies, Enterprise Software, IT Management, SaaS, Management, Agile Methodologies
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Technology Management
Arizona State University 1984 — 1989
B.S.E, Computer Systems Engineering
Sean Savage's Charles Schwab Experience May 2011 - Present
Job Staff Network Security Engineer at Charles Schwab
Industry Computer Networking
Experience
Charles Schwab May 2011 - Present
TEK Systems February 2011 - May 2011
Best Buy August 2007 - February 2011
Best Buy August 2005 - August 2007
Lyric Opera Theatre August 2002 - August 2004
Luigi Aprea Elementary School September 1999 - September 1999
Midcom Corporation June 1998 - August 1998
Education
Arizona State University
Bachelor of Science, Computer Science
Bellarmine College Preparatory 1997 — 2001
H.S.
Charles Schwab May 2011 - Present
TEK Systems February 2011 - May 2011
Best Buy August 2007 - February 2011
Best Buy August 2005 - August 2007
Lyric Opera Theatre August 2002 - August 2004
Luigi Aprea Elementary School September 1999 - September 1999
Midcom Corporation June 1998 - August 1998
Education
Arizona State University
Bachelor of Science, Computer Science
Bellarmine College Preparatory 1997 — 2001
H.S.
Paul Ragan's Charles Schwab Experience May 2010 - Present
Job Database Administrator at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2010 - Present
Charles Schwab April 2008 - May 2010
Charles Schwab June 2007 - April 2008
Jacobs Training and Consulting 2006 - 2006
Skills
Linux, Oracle, Database Administration, SQL, Windows Server, Programming, Oracle RAC
Education
Arizona State University 2003 — 2007
Bachelor of Science, Computer Science
Charles Schwab May 2010 - Present
Charles Schwab April 2008 - May 2010
Charles Schwab June 2007 - April 2008
Jacobs Training and Consulting 2006 - 2006
Skills
Linux, Oracle, Database Administration, SQL, Windows Server, Programming, Oracle RAC
Education
Arizona State University 2003 — 2007
Bachelor of Science, Computer Science
Matthew Billitti, CFP®'s Charles Schwab Experience November 2014 - Present
Job Vice President Branch Manager at Charles Schwab at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab and Co., Inc. January 1998 - Present
Skills
Risk Management, Financial pl, Personal Financial..., Asset Allocation, Finance, Series 63, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Series 7, Leadership
Education
Arizona State University 1993 — 1996
Charles Schwab November 2014 - Present
Charles Schwab and Co., Inc. January 1998 - Present
Skills
Risk Management, Financial pl, Personal Financial..., Asset Allocation, Finance, Series 63, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Series 7, Leadership
Education
Arizona State University 1993 — 1996
Michelle Camen, CMP's Charles Schwab Experience October 2014 - Present
Job Events Manager at Charles Schwab
Industry Events Services
Experience
Charles Schwab October 2014 - Present
IBM August 2009 - October 2014
Scottsdale Convention and Visitors Bureau January 2007 - March 2009
The Wigwam Golf Resort & Spa August 2005 - December 2005
British Airways November 2003 - January 2004
Skills
Event Planning, Event Management, Trade Shows, Social Media, Marketing, Facebook, Hospitality, Customer Service, Project Management, Tourism, Management, Account Management, Marketing Strategy, Training, Analytics, Contract Negotiation, Sales Process, Strategic Planning, Product Marketing, Sales Management, New Business Development, Team Leadership, Salesforce.com, Email Marketing, Lead Generation, CRM, Market Research, B2B, Digital Marketing, Advertising, Online Advertising, Online Marketing, Business Development, Social Networking, Marketing Management, Leadership
Education
Arizona State University 2003 — 2007
Bachelor of Science, Recreation Management and Tourism
Charles Schwab October 2014 - Present
IBM August 2009 - October 2014
Scottsdale Convention and Visitors Bureau January 2007 - March 2009
The Wigwam Golf Resort & Spa August 2005 - December 2005
British Airways November 2003 - January 2004
Skills
Event Planning, Event Management, Trade Shows, Social Media, Marketing, Facebook, Hospitality, Customer Service, Project Management, Tourism, Management, Account Management, Marketing Strategy, Training, Analytics, Contract Negotiation, Sales Process, Strategic Planning, Product Marketing, Sales Management, New Business Development, Team Leadership, Salesforce.com, Email Marketing, Lead Generation, CRM, Market Research, B2B, Digital Marketing, Advertising, Online Advertising, Online Marketing, Business Development, Social Networking, Marketing Management, Leadership
Education
Arizona State University 2003 — 2007
Bachelor of Science, Recreation Management and Tourism
Randie O'Neal's Charles Schwab Experience September 1999 - September 2002
Job Military Advisor Trainer
Industry Military
Experience
Vinnell Arabia February 2015 - Present
US Army Electronic Proving Ground November 2013 - September 2014
US Army (Intelligence Electronic Warfare Test Directorate) June 2011 - November 2013
US Army, US Forces, Iraq February 2011 - May 2011
US Army (Iraqi Federal Police Transition Team) March 2010 - February 2011
US Army (National Security Agency) January 2008 - December 2009
US Army (National Security Agency) January 2006 - January 2008
US Army (63rd Regional Readiness Command) March 2003 - October 2005
US Army, INSCOM, (500th Military Intelligence Brigade) October 2002 - March 2003
Charles Schwab September 1999 - September 2002
Skills
Army, Command, Military, Electronic Warfare, Team Building, Security Clearance, Intelligence Analysis, Counterterrorism, SIGINT, Security Management, Training, Leadership, Information Assurance, Team Management, Intelligence, Counterintelligence, Operations Management, Operational Planning, Team Leadership, Security, Policy, Program Management, Government, Government Contracting, Weapons, DoD, Change Management, National Security, Military Operations, Counterinsurgency, Project Management, Intelligence Community, Defense, Military Experience, Military Logistics, HUMINT, Force Protection, Management, Physical Security, Special Operations, Top Secret, Organizational..., Interagency Coordination, Security Operations, SCI Clearance, Surveillance, Contingency Planning, Afghanistan, Military Liaison, Tactics
Education
Naval War College 2007 — 2015
Master’s Degree, National Security and Strategic Studies
University of Saint Andrews 2008 — 2009
Certificate in Terrorism Studies
Command General Staff College 1998 — 1999
US Army Inteligence Center and School 1984 — 1985
Arizona State University 1981 — 1984
BA, German
Vinnell Arabia February 2015 - Present
US Army Electronic Proving Ground November 2013 - September 2014
US Army (Intelligence Electronic Warfare Test Directorate) June 2011 - November 2013
US Army, US Forces, Iraq February 2011 - May 2011
US Army (Iraqi Federal Police Transition Team) March 2010 - February 2011
US Army (National Security Agency) January 2008 - December 2009
US Army (National Security Agency) January 2006 - January 2008
US Army (63rd Regional Readiness Command) March 2003 - October 2005
US Army, INSCOM, (500th Military Intelligence Brigade) October 2002 - March 2003
Charles Schwab September 1999 - September 2002
Skills
Army, Command, Military, Electronic Warfare, Team Building, Security Clearance, Intelligence Analysis, Counterterrorism, SIGINT, Security Management, Training, Leadership, Information Assurance, Team Management, Intelligence, Counterintelligence, Operations Management, Operational Planning, Team Leadership, Security, Policy, Program Management, Government, Government Contracting, Weapons, DoD, Change Management, National Security, Military Operations, Counterinsurgency, Project Management, Intelligence Community, Defense, Military Experience, Military Logistics, HUMINT, Force Protection, Management, Physical Security, Special Operations, Top Secret, Organizational..., Interagency Coordination, Security Operations, SCI Clearance, Surveillance, Contingency Planning, Afghanistan, Military Liaison, Tactics
Education
Naval War College 2007 — 2015
Master’s Degree, National Security and Strategic Studies
University of Saint Andrews 2008 — 2009
Certificate in Terrorism Studies
Command General Staff College 1998 — 1999
US Army Inteligence Center and School 1984 — 1985
Arizona State University 1981 — 1984
BA, German
Paul Galletley's Charles Schwab Experience February 2007 - May 2009
Job MBA looking for a good home
Industry Financial Services
Experience
Looking for My Next Position February 2012 - Present
Bechtel June 2010 - February 2012
Charles Schwab February 2007 - May 2009
California Casualty June 2006 - February 2007
Farm Bureau Financial Services September 2004 - July 2005
Progressive Insurance October 2003 - September 2004
Insight Enterprises September 1996 - February 2001
Skills
Financial Analysis, Customer Retention, Microsoft Excel, Microsoft Office, Call Center, Process Improvement, Insurance, Business Development, Customer Service, Analysis, Team Building
Education
Arizona State University 2002 — 2004
MBA
Arizona State University 1989 — 1995
B.A., Economics
Looking for My Next Position February 2012 - Present
Bechtel June 2010 - February 2012
Charles Schwab February 2007 - May 2009
California Casualty June 2006 - February 2007
Farm Bureau Financial Services September 2004 - July 2005
Progressive Insurance October 2003 - September 2004
Insight Enterprises September 1996 - February 2001
Skills
Financial Analysis, Customer Retention, Microsoft Excel, Microsoft Office, Call Center, Process Improvement, Insurance, Business Development, Customer Service, Analysis, Team Building
Education
Arizona State University 2002 — 2004
MBA
Arizona State University 1989 — 1995
B.A., Economics
Rob Sievers, CFP®'s Charles Schwab Experience July 2000 - August 2007
Job Director of Client Service at Legacy Wealth Management, Inc.
Industry Financial Services
Experience
Legacy Wealth Management, Inc. (Memphis, TN) March 2013 - Present
Legacy Wealth Management August 2007 - March 2013
Charles Schwab July 2000 - August 2007
Education
Christian Brothers University 2007 — 2008
CFP Education Requirement
Arizona State University 2004 — 2006
MBA, Management
University of Tennessee-Knoxville 1996 — 2000
BS, Finance
Legacy Wealth Management, Inc. (Memphis, TN) March 2013 - Present
Legacy Wealth Management August 2007 - March 2013
Charles Schwab July 2000 - August 2007
Education
Christian Brothers University 2007 — 2008
CFP Education Requirement
Arizona State University 2004 — 2006
MBA, Management
University of Tennessee-Knoxville 1996 — 2000
BS, Finance
Scott Fischler's Charles Schwab Experience 1993 - 1998
Job CoFounder at Hashtag Roundup
Industry Online Media
Experience
@HashtagRoundup January 2015 - Present
@TheHashtagGame February 2012 - Present
U.S. Department of Commerce January 2006 - December 2009
ClearEdge Power 2008 - 2009
U.S. Department of Energy 2006 - 2007
Netozoic, Inc. 2003 - 2007
Universal Music Group 2000 - 2003
The Walt Disney Company 1998 - 1999
Charles Schwab 1993 - 1998
HBO 1990 - 1993
Skills
Comedy, Comedy Writing, Humor, Humor Writing, Satire, Parody, Public Relations, Social Media, Strategic Partnerships, Cleantech, Storytelling, Media Relations, Alternative Energy, Humorist, Entertainment, Project Management, Program Management, Start-ups, Public Speaking, Strategic Planning
Education
Arizona State University
College of Business
UCLA
UCLA Extension Professional Development Program
UC Berkeley
UC Berkeley Extension Professional Development Program
Stanford University
Stanford University Continuing Studies
@HashtagRoundup January 2015 - Present
@TheHashtagGame February 2012 - Present
U.S. Department of Commerce January 2006 - December 2009
ClearEdge Power 2008 - 2009
U.S. Department of Energy 2006 - 2007
Netozoic, Inc. 2003 - 2007
Universal Music Group 2000 - 2003
The Walt Disney Company 1998 - 1999
Charles Schwab 1993 - 1998
HBO 1990 - 1993
Skills
Comedy, Comedy Writing, Humor, Humor Writing, Satire, Parody, Public Relations, Social Media, Strategic Partnerships, Cleantech, Storytelling, Media Relations, Alternative Energy, Humorist, Entertainment, Project Management, Program Management, Start-ups, Public Speaking, Strategic Planning
Education
Arizona State University
College of Business
UCLA
UCLA Extension Professional Development Program
UC Berkeley
UC Berkeley Extension Professional Development Program
Stanford University
Stanford University Continuing Studies
Marc Pourciau's Charles Schwab Experience September 1999 - Present
Job Capacity Planner at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 1999 - Present
Charles Schwab 1999 - 2009
Honeywell (Allied Signal Inc) 1992 - 1999
Allied Signal 1992 - 1999
Education
Arizona State University 1971 — 1976
Business
Charles Schwab September 1999 - Present
Charles Schwab 1999 - 2009
Honeywell (Allied Signal Inc) 1992 - 1999
Allied Signal 1992 - 1999
Education
Arizona State University 1971 — 1976
Business
Lisa Jania's Charles Schwab Experience March 2012 - Present
Job Financial Analyst
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Adecco Group July 2011 - March 2012
Hudson News Distributors March 2007 - July 2008
Brookfield Zoo May 2001 - February 2007
Lewis University January 2001 - May 2002
Lewis University January 1999 - December 2000
Chicago Public Library May 1997 - August 1998
Skills
Outlook, Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Access, Microsoft Office
Education
Nova Southeastern University 2014 — 2017
Master's Degree, Taxation
Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Accounting
Lewis University 1998 — 2002
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
Charles Schwab March 2012 - Present
Adecco Group July 2011 - March 2012
Hudson News Distributors March 2007 - July 2008
Brookfield Zoo May 2001 - February 2007
Lewis University January 2001 - May 2002
Lewis University January 1999 - December 2000
Chicago Public Library May 1997 - August 1998
Skills
Outlook, Financial Analysis, PowerPoint, Microsoft Excel, Analysis, Access, Microsoft Office
Education
Nova Southeastern University 2014 — 2017
Master's Degree, Taxation
Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Accounting
Lewis University 1998 — 2002
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
Shani Tapia's Charles Schwab Experience November 2002 - May 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Lionbridge July 2010 - Present
Spherion 2007 - 2008
Charles Schwab November 2002 - May 2007
Charles Schwab June 1997 - November 2002
Education
Arizona State University
College for Financial Planning
AAMS
Thunderbird School of Global Management
Global Leadership Certificate, International Business
Lionbridge July 2010 - Present
Spherion 2007 - 2008
Charles Schwab November 2002 - May 2007
Charles Schwab June 1997 - November 2002
Education
Arizona State University
College for Financial Planning
AAMS
Thunderbird School of Global Management
Global Leadership Certificate, International Business
John Jacobson, AAMS®'s Charles Schwab Experience October 2008 - Present
Job Financial Services
Industry Financial Services
Experience
Charles Schwab October 2008 - Present
Education
Arizona State University 1986 — 1991
Bachelor of Science (BS), Political Science and Government
Charles Schwab October 2008 - Present
Education
Arizona State University 1986 — 1991
Bachelor of Science (BS), Political Science and Government
Juan Jose Joey Provencio's Charles Schwab Experience April 2014 - Present
Job Senior Capacity Planning Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
American Express April 2011 - March 2014
Toyota Financial Services June 2007 - February 2011
Dell October 2005 - June 2007
Bank of America September 2004 - June 2005
JPMorgan Chase July 1995 - September 2004
Skills
Workforce Management, Call Center, Vendor Management, Process Improvement, Customer Experience, Business Process..., Operations Management, Forecasting, Six Sigma, Change Management, Customer Satisfaction, Business Analysis, Performance Management, Cross-functional Team..., Outsourcing, Capacity Planning, Analytics, Contact Centers, Project Management, Workforce Planning, Financial Services, Strategic Planning, Call Centers, Analysis, Leadership, Management, Service Delivery, Team Management, Team Leadership, Relationship Management, Resource Management, Program Management, CRM, Business Transformation, Business Process, BPO
Education
Arizona State University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab April 2014 - Present
American Express April 2011 - March 2014
Toyota Financial Services June 2007 - February 2011
Dell October 2005 - June 2007
Bank of America September 2004 - June 2005
JPMorgan Chase July 1995 - September 2004
Skills
Workforce Management, Call Center, Vendor Management, Process Improvement, Customer Experience, Business Process..., Operations Management, Forecasting, Six Sigma, Change Management, Customer Satisfaction, Business Analysis, Performance Management, Cross-functional Team..., Outsourcing, Capacity Planning, Analytics, Contact Centers, Project Management, Workforce Planning, Financial Services, Strategic Planning, Call Centers, Analysis, Leadership, Management, Service Delivery, Team Management, Team Leadership, Relationship Management, Resource Management, Program Management, CRM, Business Transformation, Business Process, BPO
Education
Arizona State University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Scott Bennett CLF, LUTCF's Charles Schwab Experience July 2000 - May 2001
Job OwnerFinancial Representative at Scott F Bennett Financial Services LLC COUNTRY Financial
Industry Financial Services
Experience
Scott F Bennett Financial Services LLC COUNTRY Financial October 2012 - Present
COUNTRY ® Financial June 2010 - Present
COUNTRY Financial June 2006 - October 2010
Country Insurance & Financial Services September 2001 - June 2006
Charles Schwab July 2000 - May 2001
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Retirement Planning, Whole Life, Retirement, Property & Casualty..., Commercial Insurance, Health Insurance
Education
Arizona State University 1994 — 1998
Bachelor of Science (BS), English & Business
Scott F Bennett Financial Services LLC COUNTRY Financial October 2012 - Present
COUNTRY ® Financial June 2010 - Present
COUNTRY Financial June 2006 - October 2010
Country Insurance & Financial Services September 2001 - June 2006
Charles Schwab July 2000 - May 2001
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Insurance, Retirement Planning, Whole Life, Retirement, Property & Casualty..., Commercial Insurance, Health Insurance
Education
Arizona State University 1994 — 1998
Bachelor of Science (BS), English & Business
Juanita Gagnard's Charles Schwab Experience August 1999 - May 2011
Job Director Transition Consultant at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services May 2011 - May 2014
Charles Schwab Co 1999 - May 2014
Charles Schwab August 1999 - May 2011
Skills
Series 7, Series 63
Education
Arizona State University 1987 — 1991
Schwab Advisor Services May 2011 - May 2014
Charles Schwab Co 1999 - May 2014
Charles Schwab August 1999 - May 2011
Skills
Series 7, Series 63
Education
Arizona State University 1987 — 1991
Latisha Thomas Bjone's Charles Schwab Experience August 2000 - Present
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
Bank of America August 1995 - August 2000
Education
Arizona State University 1994 — 1998
Bachelor of Science, Finance
Charles Schwab August 2000 - Present
Bank of America August 1995 - August 2000
Education
Arizona State University 1994 — 1998
Bachelor of Science, Finance
Kirk Robertson, PMP's Charles Schwab Experience February 2010 - Present
Job Senior Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 2010 - Present
COMSYS January 2009 - January 2010
Charles Schwab November 2007 - November 2008
Prudential Financial October 2005 - November 2007
Acquity Group April 2005 - October 2005
COMSYS January 2005 - April 2005
CMC, Inc. March 2002 - January 2005
Iconixx September 1999 - August 2001
Accenture May 1998 - September 1999
Education
Arizona State University - W. P. Carey School of Business 1996 — 1998
MBA, Finance and International Business
Arizona State University 1988 — 1992
BS, Industrial Engineering Technology
Charles Schwab February 2010 - Present
COMSYS January 2009 - January 2010
Charles Schwab November 2007 - November 2008
Prudential Financial October 2005 - November 2007
Acquity Group April 2005 - October 2005
COMSYS January 2005 - April 2005
CMC, Inc. March 2002 - January 2005
Iconixx September 1999 - August 2001
Accenture May 1998 - September 1999
Education
Arizona State University - W. P. Carey School of Business 1996 — 1998
MBA, Finance and International Business
Arizona State University 1988 — 1992
BS, Industrial Engineering Technology
Nancy Feilbach's Charles Schwab Experience August 1999 - August 2003
Job Internal Recruiter at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
SagePoint Financial March 2014 - Present
SagePoint Financial September 2013 - February 2014
Walton International Group January 2010 - June 2013
ING Funds September 2007 - December 2009
US Bank September 2003 - July 2007
Charles Schwab August 1999 - August 2003
Skills
Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Wealth Management, FINRA, Financial Services, Retirement Planning, Relationship Management, Finance, Business Development
Education
Arizona State University
BA, Political Science/History
Coronado High School
Rebecca McCauley's Charles Schwab Experience May 2000 - May 2013
Job Financial Services
Industry Financial Services
Experience
Charles Schwab May 2000 - May 2013
Education
Arizona State University
Coronado High School
Charles Schwab May 2000 - May 2013
Education
Arizona State University
Coronado High School
Justin Domber's Charles Schwab Experience August 2012 - June 2014
Job Sr 401(k) Financial Planner at Plante Moran Financial Advisors
Industry Investment Management
Experience
Plante Moran Financial Advisors July 2014 - Present
Charles Schwab August 2012 - June 2014
Charles Schwab August 2008 - August 2012
Skills
Mutual Funds, Securities, Leadership, 401k, Investments
Education
Arizona State University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Michigan-Dearborn 1999 — 2006
Biological Sciences, Biology
Plante Moran Financial Advisors July 2014 - Present
Charles Schwab August 2012 - June 2014
Charles Schwab August 2008 - August 2012
Skills
Mutual Funds, Securities, Leadership, 401k, Investments
Education
Arizona State University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of Michigan-Dearborn 1999 — 2006
Biological Sciences, Biology
Melanie Hoopes, CFA's Charles Schwab Experience May 1997 - August 1997
Job Credit Analyst at County of Orange
Industry Financial Services
Experience
County of Orange March 2015 - Present
FactSet March 2008 - Present
Bedell Investment Counselling 2006 - 2008
University of California at Berkeley, Haas School of Business 2006 - 2006
Core Asset Management 2000 - 2001
Charles Schwab May 1997 - August 1997
Skills
Financial Analysis, Finance, Portfolio Management, Investment Advisory, Retirement, Investments, Investment Strategies, Securities, Equities, Financial Planning
Education
CFA Institute 2003 — 2005
CFA, Financial Analysis
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance
Arizona State University 1989 — 1991
BS, Finance
County of Orange March 2015 - Present
FactSet March 2008 - Present
Bedell Investment Counselling 2006 - 2008
University of California at Berkeley, Haas School of Business 2006 - 2006
Core Asset Management 2000 - 2001
Charles Schwab May 1997 - August 1997
Skills
Financial Analysis, Finance, Portfolio Management, Investment Advisory, Retirement, Investments, Investment Strategies, Securities, Equities, Financial Planning
Education
CFA Institute 2003 — 2005
CFA, Financial Analysis
University of California, Berkeley, Haas School of Business 1997 — 1999
MBA, Finance
Arizona State University 1989 — 1991
BS, Finance
Marc Toth's Charles Schwab Experience August 2000 - May 2001
Job Agent at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance January 2010 - Present
The Hartford November 2001 - June 2009
Charles Schwab August 2000 - May 2001
Skills
Insurance, Series 63, Series 6, Fixed Annuities, Securities, 401k, Life Insurance
Education
Arizona State University 1995 — 2000
Finance, Economics, Concurrent degrees in Finance & Economics
Brophy College Prep.
Farmers Insurance January 2010 - Present
The Hartford November 2001 - June 2009
Charles Schwab August 2000 - May 2001
Skills
Insurance, Series 63, Series 6, Fixed Annuities, Securities, 401k, Life Insurance
Education
Arizona State University 1995 — 2000
Finance, Economics, Concurrent degrees in Finance & Economics
Brophy College Prep.
Ray Gaynor's Charles Schwab Experience June 1999 - February 2005
Job Training and Development Specialist at Pearson
Industry E-Learning
Experience
Pearson North America August 2006 - Present
Pearson North America February 2005 - August 2006
Charles Schwab June 1999 - February 2005
Pearson EMG August 1995 - June 1999
Skills
Curriculum Design, Adult Education, E-Learning
Education
Arizona State University 1999 — 2002
MBA, Business
Arizona State University 1991 — 1995
BA, Spanish
Pearson North America August 2006 - Present
Pearson North America February 2005 - August 2006
Charles Schwab June 1999 - February 2005
Pearson EMG August 1995 - June 1999
Skills
Curriculum Design, Adult Education, E-Learning
Education
Arizona State University 1999 — 2002
MBA, Business
Arizona State University 1991 — 1995
BA, Spanish
Megan Dresch's Charles Schwab Experience September 2015 - Present
Job Database Administrator
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
TransUnion November 2013 - September 2015
General Dynamics C4 Systems January 2005 - November 2013
Skills
Integration, Perl, Systems Engineering, Oracle RAC, Oracle, Databases, Linux, Python, Oracle Enterprise..., SQL, PL/SQL, GoldenGate, Unix Shell Scripting, Unix, Shell Scripting, Oracle Grid, Red Hat Linux, Engineering, Security Clearance, Software Engineering, Excel, Visual Studio, VMware, Troubleshooting, PowerPoint, Microsoft Excel
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering
Charles Schwab September 2015 - Present
TransUnion November 2013 - September 2015
General Dynamics C4 Systems January 2005 - November 2013
Skills
Integration, Perl, Systems Engineering, Oracle RAC, Oracle, Databases, Linux, Python, Oracle Enterprise..., SQL, PL/SQL, GoldenGate, Unix Shell Scripting, Unix, Shell Scripting, Oracle Grid, Red Hat Linux, Engineering, Security Clearance, Software Engineering, Excel, Visual Studio, VMware, Troubleshooting, PowerPoint, Microsoft Excel
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Electrical Engineering
Sampath Ramireddy's Charles Schwab Experience October 2012 - January 2013
Job SAS/SQL Developer
Industry Financial Services
Experience
Charles Schwab October 2012 - January 2013
PayPal March 2012 - September 2012
Charles Schwab February 2011 - February 2012
Wells Fargo June 2010 - December 2010
JP Morgan Chase June 2008 - January 2010
Wachovia October 2007 - June 2008
Skills
SAS/SQL, SAS, Credit Risk, Basel II, Predictive Modeling, Statistical Modeling, Teradata, SAS programming, Risk Management, Financial Risk
Education
Arizona State University 2003 — 2005
Master of Science (M.S.), Industrial Engineering
Sri Venkateswara University 1996 — 2000
Bachelor of Technology (B.Tech.), Mechanical Engineering
Charles Schwab October 2012 - January 2013
PayPal March 2012 - September 2012
Charles Schwab February 2011 - February 2012
Wells Fargo June 2010 - December 2010
JP Morgan Chase June 2008 - January 2010
Wachovia October 2007 - June 2008
Skills
SAS/SQL, SAS, Credit Risk, Basel II, Predictive Modeling, Statistical Modeling, Teradata, SAS programming, Risk Management, Financial Risk
Education
Arizona State University 2003 — 2005
Master of Science (M.S.), Industrial Engineering
Sri Venkateswara University 1996 — 2000
Bachelor of Technology (B.Tech.), Mechanical Engineering
Mark Astrauskas's Charles Schwab Experience January 2011 - Present
Job Information Systems Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab January 2011 - Present
Goldman Sachs June 2010 - August 2010
SCP Construction LLC September 2008 - March 2009
Highwinds February 2004 - September 2008
Skills
Perl, Linux, Java, Networking, Unix, System Administration, Data Center, Servers, Troubleshooting, VMware, Bash, Hardware, Operating Systems, Active Directory, Windows Server, DNS, XP, Windows, Virtualization, Microsoft Exchange, Shell Scripting, Firewalls, Network Security, Security, Computer Hardware, High Availability, VPN, Network Administration, Linux System..., Technical Support, WAN, CentOS, Visual Studio, Switches, Disaster Recovery, Blackberry Enterprise..., HTML, Nagios, Red Hat Linux, Storage, Programming, Architecture, Software Development, VMware ESX, Unix Shell Scripting, Windows XP
Education
Arizona State University 2008 — 2010
Bachelor of Science, Computer Science - Embedded Systems Technology
Mesa Community College
Charles Schwab January 2011 - Present
Goldman Sachs June 2010 - August 2010
SCP Construction LLC September 2008 - March 2009
Highwinds February 2004 - September 2008
Skills
Perl, Linux, Java, Networking, Unix, System Administration, Data Center, Servers, Troubleshooting, VMware, Bash, Hardware, Operating Systems, Active Directory, Windows Server, DNS, XP, Windows, Virtualization, Microsoft Exchange, Shell Scripting, Firewalls, Network Security, Security, Computer Hardware, High Availability, VPN, Network Administration, Linux System..., Technical Support, WAN, CentOS, Visual Studio, Switches, Disaster Recovery, Blackberry Enterprise..., HTML, Nagios, Red Hat Linux, Storage, Programming, Architecture, Software Development, VMware ESX, Unix Shell Scripting, Windows XP
Education
Arizona State University 2008 — 2010
Bachelor of Science, Computer Science - Embedded Systems Technology
Mesa Community College
Neal Dyekman's Charles Schwab Experience July 2011 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Prudential Financial November 2009 - March 2011
Magellan Behavioral Health November 2008 - August 2009
Education
Arizona State University 2003 — 2007
Bachelors, Psychology
Kendall College 2000 — 2003
Associates, Culinary Arts
Charles Schwab July 2011 - Present
Prudential Financial November 2009 - March 2011
Magellan Behavioral Health November 2008 - August 2009
Education
Arizona State University 2003 — 2007
Bachelors, Psychology
Kendall College 2000 — 2003
Associates, Culinary Arts
Johnathan Meade's Charles Schwab Experience September 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Meade Engineering, Inc April 2004 - September 2014
Skills
Electrical Engineering, Power Distribution, Energy Efficiency, Data Center, Power Systems, UPS systems, Timely Decision Making, Cables, Electricity, Project Management, Consulting, Low Voltage, Contractors, AutoCAD, Microsoft Excel, Multi Tasking, Business Analysis, Team Leadership, Fire Alarm, Electrical Design, Critical Power, National Electrical Code, High Voltage, Standby Generators, Emergency Generators, Power Utilities, Electrical Equipment, Circuits, Protective Relays, Lightning Protection, Arc Flash, Fiber Optics, Organization, Interviews, Hiring Employees, Finance, Wealth Management, Modern Portfolio Theory, Portfolio Management, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (MBA), Finance
Arizona State University
Bachelor of Science (B.S.), Economics
Charles Schwab September 2014 - Present
Meade Engineering, Inc April 2004 - September 2014
Skills
Electrical Engineering, Power Distribution, Energy Efficiency, Data Center, Power Systems, UPS systems, Timely Decision Making, Cables, Electricity, Project Management, Consulting, Low Voltage, Contractors, AutoCAD, Microsoft Excel, Multi Tasking, Business Analysis, Team Leadership, Fire Alarm, Electrical Design, Critical Power, National Electrical Code, High Voltage, Standby Generators, Emergency Generators, Power Utilities, Electrical Equipment, Circuits, Protective Relays, Lightning Protection, Arc Flash, Fiber Optics, Organization, Interviews, Hiring Employees, Finance, Wealth Management, Modern Portfolio Theory, Portfolio Management, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master of Business Administration (MBA), Finance
Arizona State University
Bachelor of Science (B.S.), Economics
Kenward Thoi's Charles Schwab Experience January 2011 - November 2013
Job PRPC Developer/CSSA
Industry Computer Software
Experience
Texas Workforce Commission November 2014 - April 2015
Rulesware December 2013 - October 2014
Charles Schwab January 2011 - November 2013
Mollen Immunization Clinics June 2008 - December 2010
Skills
Pegasystems PRPC, Java, JavaScript, C, C++, C#, HTML, MySQL, SQL, JSP
Education
Arizona State University 2005 — 2010
Bachelor of Science (BS), Computer Science
Texas Workforce Commission November 2014 - April 2015
Rulesware December 2013 - October 2014
Charles Schwab January 2011 - November 2013
Mollen Immunization Clinics June 2008 - December 2010
Skills
Pegasystems PRPC, Java, JavaScript, C, C++, C#, HTML, MySQL, SQL, JSP
Education
Arizona State University 2005 — 2010
Bachelor of Science (BS), Computer Science
Michael Nawrocki's Charles Schwab Experience October 2006 - September 2007
Job Credit Portfolio Manager at Grainger
Industry Wholesale
Experience
Grainger Credit Portfolio Manager - Corp AccountsGraingerOctober 2007 - Present
Charles Schwab October 2006 - September 2007
WW Grainger October 2005 - October 2006
Allstate Financial Services, LLC May 2002 - December 2003
UBS - Painweber October 2000 - April 2002
WW Grainger April 1988 - September 2000
Skills
Credit, Supervisory Skills, Customer Service, Negotiation, Problem Solving, Excel, Portfolio Management, SAP, Outlook
Education
Arizona State University 1990 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Grainger Credit Portfolio Manager - Corp AccountsGraingerOctober 2007 - Present
Charles Schwab October 2006 - September 2007
WW Grainger October 2005 - October 2006
Allstate Financial Services, LLC May 2002 - December 2003
UBS - Painweber October 2000 - April 2002
WW Grainger April 1988 - September 2000
Skills
Credit, Supervisory Skills, Customer Service, Negotiation, Problem Solving, Excel, Portfolio Management, SAP, Outlook
Education
Arizona State University 1990 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Rick Trimaloff's Charles Schwab Experience January 2006 - Present
Job Learning Technologist at Charles Schwab
Industry Human Resources
Experience
Charles Schwab January 2006 - Present
Dex One 1991 - 1996
Education
Arizona State University 1994 — 1996
Master's degree, Engineering Technology, General
Arizona State University 1988 — 1993
Bachelor's degree, Engineering Technology, General
Charles Schwab January 2006 - Present
Dex One 1991 - 1996
Education
Arizona State University 1994 — 1996
Master's degree, Engineering Technology, General
Arizona State University 1988 — 1993
Bachelor's degree, Engineering Technology, General
Sara Antonio's Charles Schwab Experience February 2010 - Present
Job Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Goodrich May 2008 - December 2009
Bank of America May 1997 - November 2007
Skills
Banking, Risk Management
Education
Arizona State University 1993 — 1994
Journalism
Charles Schwab February 2010 - Present
Goodrich May 2008 - December 2009
Bank of America May 1997 - November 2007
Skills
Banking, Risk Management
Education
Arizona State University 1993 — 1994
Journalism
Nancy Byrnes's Charles Schwab Experience Associate Portfolio ConsultantCharles SchwabJune 2006 - June 2009
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Associate Portfolio ConsultantCharles SchwabJune 2006 - June 2009
Educ March 2006 - June 2007
Education
Arizona State University 1992 — 1996
Master's, Mathematics
Charles Schwab Associate Portfolio ConsultantCharles SchwabJune 2006 - June 2009
Educ March 2006 - June 2007
Education
Arizona State University 1992 — 1996
Master's, Mathematics
Natalie Bernacchi's Charles Schwab Experience October 2009 - March 2010
Job Account Manager at Criteria Corp
Industry Information Technology and Services
Experience
Criteria Corp March 2014 - Present
Intesource March 2010 - March 2014
Charles Schwab October 2009 - March 2010
Arizona Best Real Estate July 2008 - October 2009
Allergy, Ear, Nose, & Throat, Ltd. June 2007 - June 2008
Skills
Customer Service, Team Leadership, Project Management, Time Management, Marketing Strategy, Leadership, Market Research, e-sourcing, Microsoft Office, Process Improvement, Social Media, Strategic Planning, Microsoft Excel, Data Analysis, Strategic Sourcing, Business, Microsoft Word, PowerPoint, Problem Solving, Social Media Marketing, eSourcing
Education
Arizona State University 2005 — 2009
Bachelor of Arts, Communication
Horizon High School
Criteria Corp March 2014 - Present
Intesource March 2010 - March 2014
Charles Schwab October 2009 - March 2010
Arizona Best Real Estate July 2008 - October 2009
Allergy, Ear, Nose, & Throat, Ltd. June 2007 - June 2008
Skills
Customer Service, Team Leadership, Project Management, Time Management, Marketing Strategy, Leadership, Market Research, e-sourcing, Microsoft Office, Process Improvement, Social Media, Strategic Planning, Microsoft Excel, Data Analysis, Strategic Sourcing, Business, Microsoft Word, PowerPoint, Problem Solving, Social Media Marketing, eSourcing
Education
Arizona State University 2005 — 2009
Bachelor of Arts, Communication
Horizon High School
Kristy Hollings's Charles Schwab Experience September 2012 - Present
Job Depositing and moving funds
Industry Accounting
Experience
Charles Schwab September 2012 - Present
International Rescue Committee October 2010 - July 2011
Education
Arizona State University 2007 — 2010
B.S., Economics
Arizona State University
B.S, Economics
Charles Schwab September 2012 - Present
International Rescue Committee October 2010 - July 2011
Education
Arizona State University 2007 — 2010
B.S., Economics
Arizona State University
B.S, Economics
Scott Christian's Charles Schwab Experience 1999 - 2001
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
VALIC May 2009 - November 2011
Allstate Investments, LLC, September 2008 - May 2009
Edward Jones Investments May 2005 - April 2008
Charles Schwab 1999 - 2001
Skills
Retirement Planning, Mutual Funds
Education
Arizona State University
BS, Sociology
Puttra Som, QKA, MBA's Charles Schwab Experience November 2011 - Present
Job Senior Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Vanguard February 1997 - November 2011
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Masters of Business Administration
Arizona State University 1995 — 1997
Bachelor of Science, Management
Charles Schwab November 2011 - Present
Vanguard February 1997 - November 2011
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Masters of Business Administration
Arizona State University 1995 — 1997
Bachelor of Science, Management
Rachel Calisi's Charles Schwab Experience June 1997 - August 1997
Job Senior Health Benefits Analyst at The Segal Company
Industry Human Resources
Experience
The Segal Company May 2005 - Present
United Concordia June 1998 - May 2005
Charles Schwab June 1997 - August 1997
Skills
Process Improvement, Accounting, Microsoft Excel, Outlook, Customer Service, Microsoft Office, Project Management, Disability Insurance, Human Resources, Life Insurance, Health Insurance
Education
Arizona State University 2002 — 2004
MBA
Arizona State University 1994 — 1998
BS, Management
The Segal Company May 2005 - Present
United Concordia June 1998 - May 2005
Charles Schwab June 1997 - August 1997
Skills
Process Improvement, Accounting, Microsoft Excel, Outlook, Customer Service, Microsoft Office, Project Management, Disability Insurance, Human Resources, Life Insurance, Health Insurance
Education
Arizona State University 2002 — 2004
MBA
Arizona State University 1994 — 1998
BS, Management
Kelly McAlear's Charles Schwab Experience January 1996 - August 2004
Job Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines June 2014 - Present
Caption Colorado LLC October 2010 - Present
Douglas County School District August 2012 - June 2013
Charles Schwab January 1996 - August 2004
Skills
Social Media, Social Media Marketing, Marketing Communications, Public Speaking, Event Planning, Event Management, Nonprofits, Marketing Strategy, Strategic Planning, Leadership, Fundraising, Project Management, Customer Service, Budgets, Teaching
Education
Arizona State University 1994 — 1995
State University of New York at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Economics
Southwest Airlines June 2014 - Present
Caption Colorado LLC October 2010 - Present
Douglas County School District August 2012 - June 2013
Charles Schwab January 1996 - August 2004
Skills
Social Media, Social Media Marketing, Marketing Communications, Public Speaking, Event Planning, Event Management, Nonprofits, Marketing Strategy, Strategic Planning, Leadership, Fundraising, Project Management, Customer Service, Budgets, Teaching
Education
Arizona State University 1994 — 1995
State University of New York at Buffalo 1989 — 1993
Bachelor of Arts (B.A.), Economics
Robert Willers's Charles Schwab Experience May 2003 - Present
Job Senior Staff at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2003 - Present
ON Semiconductor August 1999 - January 2003
Education
Arizona State University 1978 — 1983
Charles Schwab May 2003 - Present
ON Semiconductor August 1999 - January 2003
Education
Arizona State University 1978 — 1983
Kristen Essig's Charles Schwab Experience February 2011 - April 2013
Job Financial Analyst at Allstate
Industry Insurance
Experience
Allstate February 2015 - Present
Desert Schools Federal Credit Union May 2013 - February 2015
Charles Schwab February 2011 - April 2013
Desert Schools Federal Credit Union June 2007 - February 2011
Skills
Asset Management, Equities, Alternative Investments, Financial Advisory, Financial Modeling, Fixed Income, Investment Advisory, Risk Management, Series 63, Customer Service, Series 7, Financial Analysis, Mutual Funds, Data Analysis, Management
Education
Arizona State University 2004 — 2010
Global Business (Finance), International Finance, B
Allstate February 2015 - Present
Desert Schools Federal Credit Union May 2013 - February 2015
Charles Schwab February 2011 - April 2013
Desert Schools Federal Credit Union June 2007 - February 2011
Skills
Asset Management, Equities, Alternative Investments, Financial Advisory, Financial Modeling, Fixed Income, Investment Advisory, Risk Management, Series 63, Customer Service, Series 7, Financial Analysis, Mutual Funds, Data Analysis, Management
Education
Arizona State University 2004 — 2010
Global Business (Finance), International Finance, B
Sandra Speta's Charles Schwab Experience January 2015 - Present
Job Product Manager
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab September 2012 - January 2015
Charles Schwab October 2007 - November 2012
FranklinCovey February 2006 - October 2007
Anthem College April 2004 - February 2006
Corpedia, LLC June 1998 - September 2000
Skills
Management, Analysis, Process Improvement, Program Management, CRM, Business Analysis, Software Documentation, Requirements Analysis, Product Management
Education
Arizona State University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Charles Schwab January 2015 - Present
Charles Schwab September 2012 - January 2015
Charles Schwab October 2007 - November 2012
FranklinCovey February 2006 - October 2007
Anthem College April 2004 - February 2006
Corpedia, LLC June 1998 - September 2000
Skills
Management, Analysis, Process Improvement, Program Management, CRM, Business Analysis, Software Documentation, Requirements Analysis, Product Management
Education
Arizona State University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Laura Eheart's Charles Schwab Experience July 1993 - May 2001
Job Proteomics Researcher at Advanced Testing Laboratory
Industry Biotechnology
Experience
Advanced Testing Laboratory January 2013 - Present
Arizona State University Department of Chemical Engineering 2007 - 2007
Arizona State University Core Proteomics Laboratory Facility December 2004 - December 2006
Arizona State University Department of Life Sciences in Plant Biology September 2002 - December 2004
Charles Schwab July 1993 - May 2001
Education
Purdue University 1990 — 1992
none, Interior Design
Arizona State University
Bachelor’s Degree, Molecular Bioscience and Biotechnology
Advanced Testing Laboratory January 2013 - Present
Arizona State University Department of Chemical Engineering 2007 - 2007
Arizona State University Core Proteomics Laboratory Facility December 2004 - December 2006
Arizona State University Department of Life Sciences in Plant Biology September 2002 - December 2004
Charles Schwab July 1993 - May 2001
Education
Purdue University 1990 — 1992
none, Interior Design
Arizona State University
Bachelor’s Degree, Molecular Bioscience and Biotechnology
MULYADI CHANDRA's Charles Schwab Experience March 2007 - Present
Job Sr. Analyst/Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2007 - Present
Hutchinson Technologies July 2006 - December 2006
Skills
Business Intelligence, Databases, Data Analysis, SQL, Teradata, Oracle, Dashboard, Enterprise Reporting..., Microsoft SQL Server, Performance Tuning
Education
Arizona State University
Master of Science (MS), Management Information Systems and Services, Computer Science
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Computer Science
De Anza College
Associate's degree, Multi-/Interdisciplinary Studies, General
Charles Schwab March 2007 - Present
Hutchinson Technologies July 2006 - December 2006
Skills
Business Intelligence, Databases, Data Analysis, SQL, Teradata, Oracle, Dashboard, Enterprise Reporting..., Microsoft SQL Server, Performance Tuning
Education
Arizona State University
Master of Science (MS), Management Information Systems and Services, Computer Science
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Computer Science
De Anza College
Associate's degree, Multi-/Interdisciplinary Studies, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank