Charles Schwab

Industry: Financial services company

Description

The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,

Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Emily Dirgo Emily Dirgo Greater Denver Area Details
Emily Dirgo's Charles Schwab Experience January 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab   January 2015 - Present
Lincoln Property Company  June 2014 - January 2015
Lincoln Property Company  October 2013 - June 2014
Lincoln Property Company  June 2012 - October 2013

Skills
Management, Real Estate, Marketing, Property Management, Microsoft Office, Sales, Customer Service, Budgets

Education
Southern Connecticut State University   2006 — 2011
Bachelor's degree, Finance, General

Jas Takhar Jas Takhar San Francisco Bay Area Details
Jas Takhar's Charles Schwab Experience August 2000 - October 2001
Job Director Engineering at Desk.com
Industry Financial Services
Experience
Desk.com  March 2013 - Present
AgileCredit   April 2013 - March 2014
BlackRock  December 2009 - April 2013
Barclays Global Investors  February 2006 - December 2009
Barclays Global Investors  March 2003 - January 2005
Pacific Exchange  October 2001 - March 2003
Charles Schwab   August 2000 - October 2001

Skills
Java, Genetic Algorithms, Agile, Machine Learning, Object Oriented Design, Agile Methodologies, Management, Hibernate, Product Management, Fixed Income, Java Enterprise Edition, Portfolio Management, Software Development, Software Engineering, Sybase, Trading Systems, Start-ups, SDLC, Business Analysis, SQL, Project Management, SaaS

Education
Sheffield Hallam University
PhD, VLSI Testing & Genetic Algorithms

The University of Sheffield
BEng Electronic Engineering, VLSI/Communications

David Pitts David Pitts Greater Seattle Area Details
David Pitts's Charles Schwab Experience January 2006 - April 2009
Job Snr Product Planner, Bing DnA at Microsoft
Industry Information Technology and Services
Experience
Microsoft  April 2013 - Present
EMC - Isilon Storage Division  December 2011 - April 2013
SolutionsIQ  October 2011 - November 2011
HCL America  April 2009 - July 2011
Charles Schwab   January 2006 - April 2009
KLA-Tencor  March 2000 - December 2005
KLA-Tencor  September 2001 - September 2004
Honeywell Measurex  1999 - 2000
Honeywell Corporate Software Initiative   1996 - 1999
Honeywell Building Systems Center Europe, Maintal Germany   1994 - 1996

Skills
Business Process..., Program Management, Process Improvement, Outsourcing, Software Project..., Six Sigma, Business Process, Metrics, Management, Analytics, Big Data, Agile Project Management, Integration, Data Warehousing, Software Engineering, PowerPivot, Statistical Modeling, Predictive Analytics, Microsoft Office, Microsoft Excel, Business Analysis, Data Analysis, Performance Metrics, Software Quality..., Software Estimation, Strategic Planning, Data Visualization, Predictive Modeling, Creative Problem Solving, DAX, Data Mining, Data Quality, Metrics Definition, Business Intelligence, Probability, Monte Carlo Simulation, VBA, Problem Solving, Offshore, Software Measurement, Risk Analysis, Decision Analysis, Bayesian methods, Project Estimation, R, Minitab, StatPro, Statistics, Product Management, SQL

Education
University of Bradford   1984 — 1985
M.Sc, Computer Science

Sheffield Hallam University   1980 — 1984
B.Sc. (Hons), Applied Statistics

Rusty Beard Rusty Beard Phoenix, Arizona Details
Rusty Beard's Charles Schwab Experience February 1999 - February 2001
Job Storage Architect at Sirius Computer Solutions
Industry Information Technology and Services
Experience
Sirius Computer Solutions  November 2012 - Present
ThinkASG  September 2002 - November 2012
SANZ  February 2001 - August 2002
Charles Schwab   February 1999 - February 2001
MicroAge  May 1997 - February 1999

Skills
AIX, SAN, Virtualization, Linux, HACMP, PowerVM, Storage, Brocade, NetApp, Storage Virtualization, VMware, NAS, Disaster Recovery, iSCSI, Storage Area Networks, Solaris, High Availability, System Administration, Unix, Servers, Data Center, Red Hat Linux, DS4000, Enterprise Architecture, Storage Solutions, Cloud Computing, Enterprise Software, Enterprise Storage, Windows Server, DNS, Tape, Cluster, Cisco Technologies, VMware Infrastructure, Storage Architecture, Deduplication, Server Architecture, VMware ESX, IBM AIX

Education
Southern Illinois University, Edwardsville   1986 — 1991
MBA, Business Administration and Management, General

Don T. Camillo Don T. Camillo Menlo Park, California Details
Don T. Camillo's Charles Schwab Experience April 2007 - November 2007
Job Principal at NewCap Partners
Industry Financial Services
Experience
NewCap Partners   January 2013 - Present
Various Companies  January 2010 - Present
Natixis Global Associates  November 2007 - December 2009
Charles Schwab   April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets   June 2006 - March 2007
GLG Council of Advisors   April 2005 - March 2007
BrokerageAmerica, Inc.   November 2000 - April 2005
Credit Suisse First Boston  October 1999 - October 2000
E*Trade  February 1996 - September 1999
Fidelity Investments  1991 - 1996

Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options

Education
Southern Methodist University   1986 — 1990
B.A., Economics

John L. Miller Great Neck North High School

Harold Rogers Jr. CPO Harold Rogers Jr. CPO San Francisco Bay Area Details
Harold Rogers Jr. CPO's Charles Schwab Experience March 1980 - April 1999
Job Property Manager
Industry Real Estate
Experience
Eden Housing, Inc.   August 2014 - Present
Charities Housing Development Corporation  September 2013 - August 2014
EPMI, a Bayside Company  September 2012 - March 2013
Affordable Housing Management Association of Northern California, Nevada, and Hawaii   May 2009 - September 2012
Da House of Suds   June 2000 - January 2012
Charles Schwab   March 1980 - April 1999

Skills
Project Managerment, Financial Analysis, Public Speaking, Customer Service, Customer Relations, Problem Solving, Accounting, Microsoft Office, Strategic Planning, Budgeting, Excel, Coaching, Research, Word, PowerPoint, Budgets, Project Management, Microsoft Excel, Microsoft Word, Property Management, Outlook, Leadership, Team Building, Account Management, New Business Development, Business Planning, Management, Real Estate, Marketing, Contract Negotiation, Negotiation, Social Networking, Training, Leadership Development, Finance, Asset Management, Investments, Teamwork, Market Research, Business Strategy, Advertising, Nonprofits, Sales, Time Management, Customer Satisfaction, Risk Management, Business Development, Selling, Executive Management, Tenant

Education
City College of San Francisco   2013 — 2013
Fire Science/Fire-fighting

Patten University   1999 — 2000
Business Administration

Skyline College   1979 — 1980

Todd Growney, CFP® Todd Growney, CFP® Washington D.C. Metro Area Details
Todd Growney, CFP®'s Charles Schwab Experience 1997 - 2004
Job Wealth Management Expert & VP at Burt Wealth Advisors | Improving Clients' Financial Lives | BaltimoreWashington Metro
Industry Investment Management
Experience
Burt Wealth Advisors   2004 - Present
Charles Schwab   1997 - 2004

Skills
Asset Allocation, Bonds, Certified Financial..., Client Relations, Cost Benefit, Customer-focused Service, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Services, Fixed Income Strategies, Investment Advisory, Investment Management, Long Term Care Insurance, Long-Term Financial..., Market Analysis, Money Management, Money Market, Mutual Funds, Portfolio Management, Retirement Planning, Retirement Investment..., Registered Investment..., RIA, Stock Market Analysis, Wealth Accumulation, Wealth Management..., Wealth Preservation...

Education
Shippensburg University of Pennsylvania   1988 — 1992
Bachelor of Arts (B.A.), GeoEnvironmental Sciences

Kelly Gillette Kelly Gillette San Francisco Bay Area Details
Kelly Gillette's Charles Schwab Experience September 1996 - October 2001
Job Director of Operations Whitham Group Renewable Energy Cleantech Search Kelly@WhithamGroup.com
Industry Staffing and Recruiting
Experience
Whitham Group Renewable Energy Cleantech Search   2014 - Present
Healdsburg Toffee Company   May 2012 - July 2014
L2 Environmental   January 2011 - April 2012
Student & Caregiver   October 2001 - April 2012
Charles Schwab   September 1996 - October 2001
Charles Schwab   September 1995 - September 1996
Charles Schwab   June 1994 - September 1995

Skills
Sustainability, Management, Recycling, Zero Waste, Community Outreach, Research, Sustainable Business, Product Launch, Technology, Sales, Microsoft Office, Google Docs, QuickBooks, Critical Thinking, Brokerage, Stock Trading, Office Management, Production Managment, Start-ups, Leadership, Business Development, Program Management, Strategic Planning, Analysis, Cross-functional Team..., Business Strategy, New Business Development, Strategy, Business Networking, Cold Calling, Executive Networking

Education
Sonoma State University
Bachelor of Arts, Anthropology - Biological, Cultural, Archaeology, & Linguistics

San Domenico School

Rachel Formaro Rachel Formaro Des Moines, Iowa Area Details
Rachel Formaro's Charles Schwab Experience April 2006 - November 2014
Job Marketing, Communications and Content Strategist, Writer, Editor, Community Builder
Industry Marketing and Advertising
Experience
Blu Pagoda LLC   November 2014 - Present
Charles Schwab   April 2006 - November 2014
Colborne Street Creative   January 2003 - April 2006
Charles Schwab International   January 2001 - December 2002
Charles Schwab Canada   December 1998 - February 2001
Dove Street Media, Inc.   May 1996 - December 1998
Grey Canada  April 1995 - April 1996
Mariposa Communications  1994 - 1996
Mariposa Communications  1994 - 1996
Ipsos-Reid  September 1993 - April 1995

Skills
Marketing Communications, Integrated Marketing, Strategy, Copywriting, Marketing Strategy, Marketing, Social Media, Leadership, Creative Direction, Public Relations, Strategic Communications, Management, Strategic Planning, CRM, Market Research, Product Marketing, Direct Marketing, Blogging, Email Marketing, Writing, Social Media Marketing, Brand Development, SEO, Account Management, Event Management, Project Management, Corporate Communications, Lead Generation, Internal Communications, Media Planning, Media Relations, Social Networking, Entrepreneurship, Fundraising, Sales, Online Marketing, Online Advertising, Digital Marketing, Community Management, Community Building, Newsletters, Creative Development, Market Planning, Product Development, Event Planning, Copy Editing, Message Development, Crisis Communications, Storytelling, Squarespace

Education
University of Toronto   1989 — 1993
B.A., English

Sheridan College   1993 — 1994
Post-Graduate Certificate, Market Research Analysis

Tonia Carlson Tonia Carlson Phoenix, Arizona Area Details
Tonia Carlson's Charles Schwab Experience August 2014 - Present
Job ACS TOA Liaison Contractor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2014 - Present

Skills
Human Resources, Office Management, Access, Microsoft Excel, Training, Reports, Document Management, Microsoft Office, QuickBooks, Salesforce.com..., SharePoint, Client, Event Management, Staff Development, Processing, Inventory Management, HR Policies, Procedure Development, Expense Management, Ultipro, Ascenits, AMP, Client Central, Administrative..., Employee Relations, Office Administration, Hiring, Employee Training, Invoicing, Outlook, Interviews, Coaching, Performance Management, Spreadsheets, Social Networking, Critical Thinking, Onboarding, Data Analysis, New Hire Orientations, PowerPoint

Education
Scottsdale Community College

Jonathan Baucom Jonathan Baucom Orlando, Florida Area Details
Jonathan Baucom's Charles Schwab Experience May 2015 - Present
Job Management
Industry Logistics and Supply Chain
Experience
Charles Schwab   May 2015 - Present
Biotest Pharmaceuticals Corporation  July 2013 - May 2015
Picerne Real Estate Group  August 2012 - July 2013
The Pointe at Central   July 2011 - August 2012
University of Central Florida  August 2010 - August 2011

Skills
Microsoft Office, Word, PowerPoint, Excel, Customer Service, Public Speaking, Leadership Development, Events Organisation, Microsoft Excel, Training, Sales, Team Leadership, Social Media, Research, Data Analysis, Management, Microsoft Word, Community Outreach, Fundraising, Social Media Marketing, Budgets, Time Management, Marketing, Spanish, Teamwork, Public Relations, Social Networking, Non-profits, Event Planning, Customer Satisfaction, Data Entry, System Administration, Facebook, Leadership, Access, Higher Education, Event Management, Outlook, Analysis, Inventory Management, Recruiting, Coaching, Strategic Planning, Retail, Nonprofits, Entrepreneurship, Advertising, Critical Thinking, Team Building, Market Research

Education
Seminole State College of Florida   2014 — 2015
Bachelor of Science (B.S.), Management Information Systems and Services

University of Central Florida - College of Business Administration   2009 — 2012
Bachelor's degree, Business Management

Seminole Community College   2007 — 2009
AA, Business

Tami Reckler-Smith Tami Reckler-Smith Clayton, California Details
Tami Reckler-Smith's Charles Schwab Experience January 1994 - June 2000
Job Seasoned Project Manager & Event Planner Seeking Corporate Customer Service Project Coordinator Position
Industry Events Services
Experience
Actively Seeking New Opportunities  April 2015 - Present
Office Team a Division of Robert Half   October 2014 - Present
Mt. Diablo Unified School District  November 2008 - February 2013
XcelR8 Partners   January 2010 - December 2012
Cold Stone Creamery  January 2006 - December 2008
Charles Schwab   January 1994 - June 2000
Scudder Investments  January 1987 - September 1993
Filene's  1984 - 1987

Skills
Management, Customer Service, Payroll, Medical Terminology, Organized Multi-tasker, Dependable Team Player, Cpr Certified, Outstanding Communicator, Team Leadership, Close Attention to..., Energetic team player, Relationship Management, Mutual Funds, Bookkeeping, Volunteering, High degree of..., Leadership, Event Planning, Project Management, Meeting Planning, Organization Skills, Streamlining Operations, Marketing, Maintaining Strong..., Program Improvement, Prioritize Workload, Analytic Thinking, Creative Problem Solving, Interpersonal..., Team Management, Volunteer Recruiting, Troubleshooting, Project Implementation, Strategic Negotiations, Contract Management, Comfortable working..., Supervisory Skills, QuickBooks, Education, Instructional Skills, Academic Tutoring, First Aid, Community Emergency..., Environmental Awareness, Problem Solving, Accounts Payable, Accounts Receivable, Website Administration, Artistic Abilities, Creative Arts

Education
University of California, Berkeley Extension, Berkeley, CA   2013 — 2013
Overview of Healthcare Advocacy

Simmons College
Bachelor's Degree, Management Marketing Major with General Biology Minor

Lenny Letcher Lenny Letcher Phoenix, Arizona Area Details
Lenny Letcher's Charles Schwab Experience October 2012 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2012 - Present
Charles Schwab   November 2009 - October 2012
United States Air Force  April 2004 - April 2008

Skills
Series 7, Call Centers, Equities, Investments, Mutual Funds, Fixed Income, Retirement, FINRA, Trading, Options, Series 63, Securities

Education
Scottsdale Community College   2008 — 2009

Amanda Beydoun Amanda Beydoun Scottsdale, Arizona Details
Amanda Beydoun's Charles Schwab Experience August 2005 - August 2006
Job Administrative Assistant
Industry Restaurants
Experience
Terroir Wine Pub   June 2010 - June 2014
Grimaldi’s Corporate   June 2012 - November 2012
Sushi Land   January 2009 - May 2010
Walgreens Pharmacy  December 2007 - May 2008
Terroir Wine Pub   April 2007 - November 2007
Charles Schwab   August 2005 - August 2006
Suede Lounge   February 2004 - November 2005
Walgreens Pharmacy  February 2003 - June 2005

Skills
Creative Writing, Proofreading, Editing, Fiction, Non-fiction, Short Stories, Journalism, Fiction Writing, Poetry, Books, Typing, Facebook, Telephone Skills, Interviews, Restaurants, Cash Register, Photography, Cashiering, Wine, Data Entry, Food, 10 Key, Customer Service, Management, Microsoft Office, Teamwork, Social Media, Food, Hospitality

Education
Grand Canyon University   2013 — 2014
Bachelor of Education (BEd), English/Language Arts Teacher Education

Edmonds College   2010 — 2010
English/Language Arts Teacher Education

Rio Salado Community College   2004 — 2005
English/Language Arts Teacher Education

Scottsdale Community College   2003 — 2004
English/Language Arts Teacher Education

Sandi Gau Sandi Gau Austin, Texas Area Details
Sandi Gau's Charles Schwab Experience October 2014 - Present
Job One must overcome failure to find success
Industry International Affairs
Experience
Charles Schwab   October 2014 - Present
RASi   June 2014 - October 2014
The University of Texas at Austin  August 2011 - April 2014
U.S. Army   June 2004 - November 2010

Education
The University of Texas at Austin - Liberal Arts   2013 — 2014
Bachelor of Arts, International Relations and Global Studies, 3.7

Sophia University   2012 — 2013
General Exchange Study Abroad Program, Internation Relations and Global Studies, 3.5

Elliott Appel, CFP® Elliott Appel, CFP® Greater Seattle Area Details
Elliott Appel, CFP®'s Charles Schwab Experience June 2011 - August 2011
Job Associate Financial Advisor at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management  January 2014 - Present
Empirical Wealth Management  August 2012 - January 2014
Seattle University Redhawk Fund   June 2011 - December 2012
Empirical Wealth Management  September 2011 - July 2012
Charles Schwab   June 2011 - August 2011

Education
Seattle University   2009 — 2012
Bachelor of Arts, Business Administration, Finance Major, Graduated Summa Cum Laude

Carrie Malik Carrie Malik Orlando, Florida Details
Carrie Malik's Charles Schwab Experience September 2014 - Present
Job Relationship Specialist/Advisor Servies
Industry Investment Banking
Experience
Charles Schwab   September 2014 - Present
ZeroChaos  December 2010 - September 2014

Skills
Temporary Staffing, Human Resources, Payroll, Applicant Tracking..., Technical Recruiting, Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Contract Recruitment, Temporary Placement, Sourcing, Process Scheduler, Onboarding, Talent Management, Screening Resumes, Interviews, Permanent Placement, Executive Search, Staff Augmentation

Education
Southeastern University   2006 — 2010
Bachelor of Arts (B.A.), Psychology

Michael Eggerling Michael Eggerling Seattle, Washington Details
Michael Eggerling's Charles Schwab Experience 2006 - 2006
Job Product Marketing, Business Intelligence at CDK Global
Industry Marketing and Advertising
Experience
Edelman Digital  2014 - 2015
RealNetworks  2011 - 2014
RealNetworks  2011 - 2012
Edelman  2007 - 2011
Expedia  2008 - 2009
Charles Schwab   2006 - 2006

Skills
Product Marketing, Marketing Communications, Social Media Marketing, Corporate Communications, Public Relations, Social Media, Strategy, Ap Style, Coordinating Events, Adobe Creative Suite, Integrated Marketing, Product Launch, Social Media Measurement, Email Marketing, Media Relations, Marketing Strategy, Press Releases, Ektron Content..., Digital Marketing, Crisis Communications, Cision

Education
Seattle University   2011 — 2013
Master of Business Administration (M.B.A.), Marketing and Economics, GPA: 3.7

Western Washington University   2003 — 2007
Bachelor of Arts, Marketing

Erik Nero Erik Nero Greater New York City Area Details
Erik Nero's Charles Schwab Experience September 2005 - September 2008
Job VP, Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2011 - Present
J.P. Morgan   September 2008 - November 2011
Charles Schwab   September 2005 - September 2008
Merrill Lynch  September 2004 - September 2005
JPMorgan Chase  December 2002 - September 2004
Merrill Lynch  May 1999 - December 2002
BNY Mellon  June 1998 - May 1999

Education
Siena College   1994 — 1998
BA, English Language and Literature, General

Scott Aikman Scott Aikman Phoenix, Arizona Details
Scott Aikman's Charles Schwab Experience August 2011 - August 2013
Job Area Construction Manager Redwood Construction
Industry Financial Services
Experience
Redwood Construction  December 2014 - Present
Edward Jones  August 2013 - December 2014
Charles Schwab   August 2011 - August 2013
Grand Canyon University  2011 - 2013
Siegel/Yocum Asset Management, LLC   July 2011 - August 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, Analysis, Data Analysis, Access, Management, Leadership, Time Management, Strategic Planning, Team Building, Negotiation, Team Leadership, Financial Analysis, Finance, Microsoft Excel, Public Relations

Education
Grand Canyon University   2011 — 2013
Bachelor's degree, Finance and Economics

Scottsdale Community College   2009 — 2011
Associate of Arts (A.A.), International Business, Trade, and Tax Law

Theresa Baker Theresa Baker Orlando, Florida Details
Theresa Baker's Charles Schwab Experience December 2014 - Present
Job Contract @ Charles schwab & Co
Industry Financial Services
Experience
Charles Schwab   December 2014 - Present
Workforce Central Florida  April 2012 - Present
Novitex Enterprise Solutions contract @ Charles Schwab & Co   March 2012 - November 2014
Workforce Central Florida  October 2012 - February 2014
Anderson and Associates, P.A.   October 2011 - April 2012
Mears Transportation Group  October 2010 - August 2011

Skills
Data Entry, Customer Service, Scanners, Administrative..., Training, Microsoft Office, Software Documentation, Accounts Payable, Account Management, Employee Training, Microsoft Excel, Image One Scanning, MS..., Asset, Paperwork, Office Equipment, Filing, Job Scanning, Clerical Skills, File Management, Document Management, Inventory Management, Spreadsheets, Multi-line Phone, Invoicing, Data Validation, Mail Sorting

Education
Seminole State College of Florida   2012 — 2014
Associate of Arts and Sciences (AA), Business Information Management

Tallahassee Community College   2009 — 2010

Jim Daugherty Jim Daugherty San Francisco Bay Area Details
Jim Daugherty's Charles Schwab Experience June 2007 - August 2010
Job Senior Digital Writer, Consultant, Digital Marketing
Industry Internet
Experience
TIAA-CREF  March 2015 - Present
Wells Fargo  November 2012 - June 2014
Wells Fargo  February 2011 - November 2012
Charles Schwab   June 2007 - August 2010
Cisco Systems  January 2007 - June 2007
Cisco Systems  September 1999 - January 2007

Skills
Web Content Management, Technical Writing, Project Management, Business Analysis, User Experience, Editing for Web, Information Architecture, Content Strategy, Content Development, Usability Testing, Web Analytics, User-centered Design, Web Content, User Interface Design, E-commerce, Online Advertising, Omniture, Product Management, Interaction Design, Social Media, CMS, Web 2.0, Digital Media, Usability, Web Project Management, SEO, Copywriting

Education
Southern Illinois University, Edwardsville   1996 — 1999
Bachelor of Arts, Psychology

Jill Hernstat Jill Hernstat San Francisco Bay Area Details
Jill Hernstat's Charles Schwab Experience 1997 - 1999
Job Experienced Executive Recruiter
Industry Staffing and Recruiting
Experience
Hernstat & Company   December 2001 - Present
Access Communications  September 2004 - December 2007
Commerce One  1999 - 2001
Charles Schwab   1997 - 1999
Sterling Group/Truex   1995 - 1997

Skills
Start-ups, New Business Development, Business Development, Recruiting, Sales, Talent Acquisition, Consulting, Strategic Communications, Strategic Partnerships, Lead Generation, Social Networking, Public Relations, Media Relations, Marketing, Social Media, Thought Leadership, Corporate Communications, CRM, Publicity, Integrated Marketing, Executive Search, Human Resources, Management, Team Building, Facebook, Strategy, Internet Recruiting, Networking, Interviews, B2B, Social Media Marketing, Online Advertising, Cold Calling, Entrepreneurship, Business Strategy, Negotiation, Online Marketing, Digital Marketing, Digital Strategy, Marketing Communications, Digital Media, Leadership, Email Marketing, Account Management, Internal Communications, Product Marketing, Market Research, Brand Development, Brand Management, Salesforce.com

Education
Southern Methodist University   1989 — 1993
BA, Communications

Greenwich High School

Joe Getty Joe Getty Denver, Colorado Details
Joe Getty's Charles Schwab Experience January 2015 - Present
Job Fraud Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2015 - Present
Northwestern Mutual  June 2014 - December 2014
Colorado Commercial Services Inc.   May 2013 - June 2014
Colorado Commercial Services   August 2012 - May 2013
University of Alabama  August 2008 - October 2012
Sears Holdings Corporation  April 2011 - August 2012
Chaminade Julienne High School  December 2008 - December 2010

Skills
Fraud Investigations, Fraud Claims, Data Entry, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Microsoft Word, Management, Event Planning, Human Resources, Training, Spreadsheets, Customer Satisfaction, Word, Excel, Typing

Education
University of Alabama   2010 — 2012
Bachelor of Science in Commerce and Business Administration, Economic Finance, Specialization: Financial Management

Sinclair Community College   2008 — 2010
Business Administration and Management, General

Chaminade Julienne High School   2004 — 2008

Penelope Grzebik Penelope Grzebik San Francisco Bay Area Details
Penelope Grzebik's Charles Schwab Experience April 2004 - November 2004
Job Marketing and Promotion Manager for David Luning
Industry Nonprofit Organization Management
Experience
David Luning   January 2014 - Present
International Spine Intervention Society  October 2013 - Present
Copain Wines   February 2013 - October 2013
Copain Wines   May 2011 - February 2013
Foley Family Wines  October 2009 - June 2010
HydroPoint Data Systems  February 2007 - July 2008
Fosters Group  November 2004 - January 2006
Charles Schwab   April 2004 - November 2004
American List Counsel  August 2003 - April 2004

Skills
Marketing, Direct Marketing, Online Marketing, Email Marketing, Marketing Strategy, Budgets, Account Management, E-commerce, Public Relations, Strategy, Event Management, Marketing Communications, Sales, Wine, Social Media, Lead Generation

Education
University of Alabama at Birmingham   1988 — 1989
BS, Marketing

University of California, Davis   2008 — 2010
Land Use and Environmental Planning Certificate

Sonoma State University   2008 — 2009
Green Building Professional Certificate

Carlos Marroquin Carlos Marroquin South San Francisco, California Details
Carlos Marroquin's Charles Schwab Experience August 2014 - January 2015
Job Customer Support Specialist at Mercari
Industry Information Technology and Services
Experience
Mercari   February 2015 - Present
Charles Schwab   August 2014 - January 2015
Year Up  March 2014 - January 2015

Skills
Troubleshooting, Teamwork, Public Speaking, Presentations, PowerPoint, Proficient Typing Skills, Team Management, Microsoft Excel, Microsoft Word, Communication, Cisco IOS, Putty, VLAN, Subnetting, Aruba Wireless, Visio

Education
Year Up   2014 — 2015
Information Technology

Skyline College

Renee Owens Schlachter Renee Owens Schlachter Portland, Oregon Area Details
Renee Owens Schlachter's Charles Schwab Experience 1999 - 2000
Job HR Director
Industry Human Resources
Experience
Celartem Inc., dba Extensis & LizardTech   June 2001 - Present
Nextdoor Networks/eFrenzy   2000 - 2001
Charles Schwab   1999 - 2000
ICC Corporation   1997 - 1999

Skills
Talent Acquisition, Performance Management, Employee Relations, Human Resources, Management, Compensation & Benefit, Business Development, Strategic Planning, Talent Management, Employee Benefits, Employee Engagement, Coaching, Sourcing, Workforce Planning, Interviews, Organizational Design, Executive Search, HR Policies

Education
Sonoma State University
BA, Business Management

Cindy Laughlin, SPHR-CA, SHRM-SCP Cindy Laughlin, SPHR-CA, SHRM-SCP San Francisco Bay Area Details
Cindy Laughlin, SPHR-CA, SHRM-SCP's Charles Schwab Experience July 2007 - March 2009
Job Business Engagement Leader at Intel
Industry Human Resources
Experience
Intel Corporation  September 2015 - Present
Good Technology  April 2013 - August 2015
Good Technology  March 2012 - April 2013
Pacific Pulmonary Services  September 2010 - August 2011
Genentech  March 2009 - September 2010
Charles Schwab   July 2007 - March 2009
Business for Social Responsibility  October 2005 - July 2007
Thomson Corporation  April 2005 - October 2005
Best Buy  July 2002 - December 2004
Deluxe Corporation  June 1997 - July 2002

Skills
Talent Management, Learning & Development, Change Leadership, Globalization, Diversity & Inclusion, Employee Engagement, Organizational..., Employee Relations, Project Leadership, Strategic Planning, System Integrators, Organizational Change, Performance Management, HR Strategy, Human Capital Management, Change Management, Leadership, Talent Acquisition, Organizational Design, Organizational..., Executive Coaching, HRIS, Onboarding, Recruiting, Strategy, Human Resources, Training, Management Development, Career Development, Management, Workforce Planning, Succession Planning, Deferred Compensation, Leadership Development, College Recruiting, Applicant Tracking..., Employer Branding, Employee Benefits, Interviews, Technical Recruiting, Executive Search, Benefits Administration, Hiring, Program Management, New Hire Orientations, Temporary Placement, HR Policies, Internet Recruiting, Employee Training, HR Consulting

Education
Santa Clara County Dispute Resolution Program   2014 — 2014
Certified Mediator, Mediation and Conflict Resolution

Diversity Training University International   2007 — 2010
CDP, Inclusion, Cultural Competece and Diversity

SPHR-CA Professional Certification   2007 — 2008
SPHR-CA, California HR Certification

SPHR Professional Certification   2002 — 2003
SPHR, Human Resources National Certification

Southern Connecticut State University
BS, Physical Education

Springfield College
MS, Sports Psychology and Motor Learning

Tammy Robinson Tammy Robinson San Francisco Bay Area Details
Tammy Robinson's Charles Schwab Experience July 2013 - August 2015
Job Software Applications Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Fairchild  September 2015 - Present
Charles Schwab   July 2013 - August 2015
Texas Instruments  October 2011 - January 2013
National Semiconductor  May 2010 - September 2011
National Semiconductor Corp  September 1995 - April 2010
Lockheed Martin Corp  1989 - 1995

Skills
.NET, J2EE Application..., Sybase, Oracle, Product Lifecycle..., Business Analysis, Software Development, IT Management, Cross-functional Team..., Cross-platform..., Integration, Unix, Unix Shell Scripting, Visual C++, SDLC, Mainframe, Collaborative Problem..., Certified Group..., Microsoft SQL Server, Business Process, Team Leadership, System Architecture, Shell Scripting, SAP, JavaScript, Perl, Project Management, Management, Databases, Software Design, PL/SQL, AJAX, HTML, Java Enterprise Edition, Testing

Education
Southeastern Louisiana University   1984 — 1988
BS, Computer Science

Cristina Castellanos Cristina Castellanos Maitland, Florida Details
Cristina Castellanos's Charles Schwab Experience April 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2015 - Present
Wells Fargo  August 2013 - April 2015
Popular Community Bank  July 2008 - August 2013
Verizon Wireless  October 2007 - July 2008
JPMorgan Chase  January 2006 - September 2007
Bank of America  July 2002 - June 2005

Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Spanish, Open Minded, Call Center, Customer Service, Banking, Human Resources, Customer Retention, Sales, Employee Benefits, Customer Satisfaction, Training, Call Centers, Management

Education
DeVry University   2007 — 2010
Bachelors, Business Administration with Human Resources Management

Seminole State College of Florida   2000 — 2002
Associate in Arts, Business

Pine Ridge High School   1997 — 1999
High School Diploma

Michelle Sykes Michelle Sykes Orlando, Florida Area Details
Michelle Sykes's Charles Schwab Experience October 1997 - September 2001
Job Human Resources Professional
Industry Human Resources
Experience
Universal Event Photography  January 2010 - May 2010
Embassy Suites  December 2007 - April 2008
ACCOUNT TEMPS/OFFICE   June 2006 - April 2008
Southerland Place   September 2006 - August 2007
KForce Professional Services   June 2006 - August 2006
Workforce Central Florida  January 2005 - June 2006
CHARLES SCHWAB & COMPANY, INC   January 2004 - June 2004
Charles Schwab   October 1997 - September 2001
Charles Schwab   January 1997 - January 2001

Education
Southern Adventist University
BACHELOR OF SCIENCE DEGREE, Psychology

Southern Adventist University   1987 — 1992
BS, Psychology/Family Relations

Southern Adventist University   1987 — 1992
BACHELOR OF SCIENCE DEGREE, Family Relations

Karthikeyan Balasubramanian Karthikeyan Balasubramanian Round Rock, Texas Details
Karthikeyan Balasubramanian's Charles Schwab Experience January 2000 - November 2004
Job Principal Member of Technical Staff at Oracle
Industry Information Technology and Services
Experience
Oracle  June 2008 - Present
BEA Systems  November 2004 - May 2008
Charles Schwab   January 2000 - November 2004
Mastech  March 1998 - December 1999
Infosys  November 1996 - March 1998

Skills
Weblogic, Oracle SOA Suite, Oracle Fusion Middleware, Oracle, Java, BAM, OSB, Software Design, SOA, Java Enterprise Edition, Middleware, Web Services, JMS, Enterprise Architecture, ESB

Education
Shanmugha Arts, Science, Technology and Research Academy   1992 — 1996
BE, Electronics and Instrumentation Engineering

Don Bosco Higher Secondary School, Perambur, Chennai   1990 — 1992
HSSLC, Higher Secondary

Smt. Narbada Devi J Agarwal Vivekananda Vidyalaya, Vyasarpadi, Chennai   1981 — 1990
SSLC, High School

Bill Barnes Bill Barnes Dallas/Fort Worth Area Details
Bill Barnes's Charles Schwab Experience April 2001 - November 2004
Job Dallas Financial Planner, over 20 years financial experience, 10 years oil and gas experience, and startup experience
Industry Oil & Energy
Experience
Personal Economics Group  January 2015 - Present
Barnes Oil and Gas LLC   June 2007 - Present
B&R Energy   November 2004 - Present
MirGroup   June 2010 - October 2010
Brookstreet Securities  April 2005 - July 2007
Charles Schwab   April 2001 - November 2004
Charles Schwab   September 1998 - April 2001
Charles Schwab   November 1995 - September 1998
Charles Schwab   March 1993 - November 1995

Skills
Financial Modeling, Data Analysis, Project Management, Business Strategy, Customer Service, Process Improvement, Risk Management, Risk Analysis, Business Process..., Management, Mergers & Acquisitions, Internal Controls, Cross-functional Team..., Financial Analysis, Project Planning, Leadership, Management Consulting, Program Management, Accounting, Business Development, Banking, Strategic Planning, Forecasting, Due Diligence, Auditing, Strategy, Analysis, Start-ups, Training, Finance, Six Sigma, Executive Management, Business Analysis, Investments, Access, Security, Cloud Computing, Project Portfolio..., Vendor Management, Business Intelligence, IT Strategy, Outsourcing, Business Planning, Business Process, Sales, Integration, Operations Management, Change Management, Product Management, Financial Risk

Education
Six Sigma
Lean Six Sigma - Green Belt

Thunderbird School of Global Management   1990 — 1991
MIM, Intl Finance, Mandarin, Asian Studies

Southern Methodist University   1985 — 1989
Bachelor of Arts, Psychology

Jesuit College Prep   1981 — 1985

Bryan Gregston Bryan Gregston Greater Denver Area Details
Bryan Gregston's Charles Schwab Experience August 2013 - June 2015
Job Senior Manager, Client Experience at Charles Schwab
Industry Financial Services
Experience
Schwab Charitable  June 2015 - Present
Charles Schwab   August 2013 - June 2015
Bay Area Financial Services Firm   August 2010 - July 2012
Charles Schwab   August 2010 - June 2012
AXA Advisors  August 2009 - March 2010
TIAA-CREF  June 2007 - August 2008
TIAA-CREF  July 2006 - June 2007
TIAA-CREF  September 2004 - June 2006
TIAA-CREF  July 2000 - September 2003

Skills
401k, Budgets, Business Development, Business Planning, Change Management, Consulting, Finance, Financial Services, Fundraising, Investments, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Mutual Funds, Pensions, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Project Planning, Retirement, Retirement Planning, Segmentation, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Testing, Time Management, Training, Wealth Management

Education
Simpson College   1983 — 1987
B.A, Economics and Management with Marketing emphasis

Simpson College   1983 — 1987
BA, Management, Economics

David L. Fryer David L. Fryer Warwick, New York Details
David L. Fryer's Charles Schwab Experience September 1995 - April 1996
Job Product Specialist
Industry Investment Management
Experience
Nile Capital Group LLC   Product SpecialistPinnacle AssociatesJanuary 2015 - Present
ARTIO GLOBAL  October 2010 - June 2013
Bank Julius Baer  January 2007 - October 2010
Bank Julius Baer  June 2005 - January 2007
Bank Julius Baer  March 1998 - June 2005
Oppenheimer & Co. Inc.   August 1996 - March 1998
Charles Schwab   September 1995 - April 1996

Skills
Equities, Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Investment Management, Equity Research, Asset Allocation, Asset Management, Options, Wealth Management, Series 7, Investment Advisory, Performance Attribution, Equity Trading, Capital Markets, Hedging, Securities, Financial Modeling, FINRA, Institutional..., Mutual Funds, Series 63, Investment Strategies, Electronic Trading, Private Equity, ETFs, Equity Valuation, Derivatives, Trading Systems, Portfolio Management, Investment Banking, Valuation, Middle Office, Chartered Financial..., Bonds, Investments, Emerging Markets, Bloomberg Terminal, Trading, Equity Derivatives, Financial Markets, Credit Derivatives, Investor Relations, Financial Services

Education
Siena College   1991 — 1995
Bachelor of Arts (B.A.), History

Siena College

Adolfo Samuel Hernandez Adolfo Samuel Hernandez Phoenix, Arizona Area Details
Adolfo Samuel Hernandez's Charles Schwab Experience May 2014 - Present
Job Senior Administrator, Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2014 - Present
Arizona State University  September 2012 - May 2014
Safeway Foods   August 2011 - September 2012
Super Sol Lawn Services   January 1998 - August 2011

Skills
Access, Management, Microsoft Excel, Process Scheduler, Payroll, Databases, Accounts Payable, Leadership, Spanish, Data Analysis, Microsoft Office, PowerPoint, Analysis, Process Improvement, Team Leadership, Public Speaking, Project Management

Education
Arizona State University   2012 — 2014
BS, Business Management

Scottsdale Community College   2011 — 2012
Associates, Business

Brophy College Preparatory   1995 — 1999

Eric Boatwright, CFP® Eric Boatwright, CFP® Des Moines, Iowa Area Details
Eric Boatwright, CFP®'s Charles Schwab Experience August 2008 - January 2012
Job Regional Vice President at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  May 2014 - Present
Principal Funds  January 2012 - April 2014
Charles Schwab   August 2008 - January 2012
City of Bondurant City Council   January 2008 - December 2011
Positive Impact Media, Inc.   May 2007 - June 2008
Pulse 99.5 FM   May 2007 - June 2008
Bondurant Community Library   February 2002 - December 2007
Principal Financial Group  May 2006 - May 2007
Principal Financial Group  March 2003 - May 2006
AXA Advisors  2002 - 2003

Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Leadership, Retirement, Wealth Management, Series 63, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Uniform Combined State..., Series 6, Investment Strategies, Asset Management, Finance, Financial Advisory, Alternative Investments, Investment Management, Portfolio Management, Estate Planning, ETFs, Financial Services

Education
Simpson College   1994 — 1997
B.A., Management, Criminal Justice

East   1988 — 1992
Diploma, 1992

Ashley Burkhardt Duva Ashley Burkhardt Duva Orange County, California Area Details
Ashley Burkhardt Duva's Charles Schwab Experience February 2006 - May 2007
Job
Industry Financial Services
Experience
Duva International Group   August 2012 - Present
Strategic Global Advisors, LLC   June 2007 - July 2012
Charles Schwab   February 2006 - May 2007
Charles Schwab   February 2001 - February 2006
Charles Schwab & Co.   June 1999 - February 2001

Education
Sewanee-The University of the South   1994 — 1998
BA

Rhonda Morgan, PMP Rhonda Morgan, PMP Orlando, Florida Area Details
Rhonda Morgan, PMP's Charles Schwab Experience December 2000 - April 2005
Job Business Analyst
Industry Entertainment
Experience
The Walt Disney Company  June 2013 - Present
Orlando Utilities Commission  March 2009 - January 2013
Orange Lake Resorts  2013 - 2013
Presidio Networked Solutions  2009 - 2012
Charles Schwab   December 2000 - April 2005

Skills
Project Management, Business Analysis, Requirements Analysis, Change Management, Visio, Disaster Recovery, Process Improvement, Requirements Gathering, Software Project..., PMP, Training, SDLC, Business Process, Management, Business Process..., MS Project, Program Management, Telecommunications, SharePoint, Scrum, Databases, Security, Access

Education
Seminole Community College   1995 — 1998
AS, Information Technology

Derek Thomas Derek Thomas Austin, Texas Area Details
Derek Thomas's Charles Schwab Experience June 2010 - May 2011
Job Chairman and CTO at Carter Thomas Consulting, LLC
Industry Information Technology and Services
Experience
Carter Thomas Consulting   January 2013 - Present
Texas Conference of Urban Counties- TechShare   May 2014 - September 2015
Actian/Pervasive Software   May 2011 - May 2014
Charles Schwab   June 2010 - May 2011
IBM  May 2007 - June 2010
IBM  February 2005 - May 2007
Dell  2004 - 2005
Dell  2000 - 2002
CoreComm/Metamor Worldwide/PSINet Inc.   1996 - 2000

Skills
CMS, FrameMaker, SharePoint, HTML, Visio, Quality Assurance, Technical Writing, Cloud Computing, Information Architecture, Business Intelligence, Product Management, Requirements Analysis, Requirements Gathering, Business Analysis, Technical Training, Social Networking, Technical Documentation, Lotus Notes, Web Applications, Qualys, Disaster Recovery, Linux, Security, XML, SSAE 16, Analytics, Agile Methodologies, Salesforce.com, Cross-functional Team..., Team Building, Networking, Information Technology, Information Security..., Toastmasters, SaaS, Enterprise Software, Software Development, Strategy, Business Process, Integration, Software Documentation, Scrum, Leadership, Web Analytics, Process Improvement, Amazon Web Services..., Hardware, Web Development, SDLC, Data Integration

Education
University of Phoenix- Austin Campus
Information Systems

South Plains College
Performing Arts

South Plains College
Sound Technology

South Plains College
Telecommunications

Texas Tech University
Computer Science

Geri Rebstock Geri Rebstock San Francisco Bay Area Details
Geri Rebstock's Charles Schwab Experience January 1999 - June 2000
Job Lead Technical Writer at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com  September 2012 - Present
salesforce.com  July 2009 - August 2012
Apprivo, Inc.   May 2008 - November 2010
Advent Software  October 2000 - August 2006
Charles Schwab   January 1999 - June 2000
BancAmerica Robertson Stephens   October 1997 - April 1998
SBC  April 1996 - October 1997

Skills
Online Help, Technical Writing, White Papers, Web Content, Salesforce.com, End User Training, Adobe Creative Suite, DITA, Technical Communication, Arbortext, Technical Documentation, Single Sourcing, Information Design, Software Documentation, User Interaction

Education
University of California, Berkeley   2004 — 2007
Interior Design and Interior Architecture, Interior Architecture, Interior Design

Southern Illinois University, Carbondale   1986 — 1989
M.A., English

Southern Illinois University, Carbondale   1982 — 1986
B.A., English

Jo Ann Lopez Jo Ann Lopez San Francisco Bay Area Details
Jo Ann Lopez's Charles Schwab Experience August 2007 - July 2011
Job Business Analyst at Paratnerhship HealthPlan of California
Industry Information Technology and Services
Experience
Partnership HealthPlan of California  September 2015 - Present
Pacific Pulmonary Services  October 2014 - June 2015
UCSF  April 2013 - September 2014
One World Stuff   October 2012 - June 2013
UCSF  August 2011 - September 2012
Charles Schwab   August 2007 - July 2011
Charles Schwab   August 2006 - August 2007
SBC/AT&T   July 2004 - July 2006
HeathCentral.com   March 1999 - April 2000
Kiss Principle   1998 - 1998

Skills
Data Warehousing, Project Management, Data Analysis, Business Intelligence, Oracle, Business Analysis, SQL, Business Objects, Visio, SDLC, Data Management, Microsoft SQL Server, Integration, Software Project..., Software Development, Management, PMP, Program Management, Vendor Management, Teradata, Data Modeling, Data Migration, Requirements Gathering, ETL, Process Improvement, Project Portfolio..., IT Strategy, Requirements Analysis, Agile Project Management, Enterprise Architecture, Databases, Analytics

Education
Sonoma State University   1978 — 1985
BA, Psychology/Philosop

Washington State University
Communications/Drama

M. Anthony Rivera M. Anthony Rivera Greater New York City Area Details
M. Anthony Rivera's Charles Schwab Experience 2004 - 2006
Job Senior Managing Partner of AGR Enterprises
Industry Commercial Real Estate
Experience
Flashing Lights Global Media   October 2009 - Present
RD Management  April 2012 - November 2014
Horizon Point Wealth Management   April 2010 - April 2012
The Goldstein Group  November 2009 - April 2012
J.P. Morgan Chase   June 2006 - October 2008
Charles Schwab   2004 - 2006
Fidelity Investments  2003 - 2005

Skills
Investments, Real Estate Transactions, Sales, Real Estate, Finance, Real Estate Development, Asset Management, Brokerage, Management, Marketing, Investment Properties, Leases, Real Estate Economics, Property Management, Asset Managment, Negotiation

Education
Seton Hall University   1991 — 1995
Bachelor of Arts, Communications, Political Science, English

Thomas Jefferson School of Law

Todd Haley Todd Haley Phoenix, Arizona Area Details
Todd Haley's Charles Schwab Experience May 2015 - Present
Job Managing Director, IT Service Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   May 2015 - Present
Honeywell  October 2014 - May 2015
Honeywell  April 2013 - October 2014
Honeywell  January 2012 - April 2013
Honeywell  March 2009 - January 2012

Skills
ITIL, Six Sigma, Change Management, Program Management, Process Improvement, IT Service Management, PMP, Vendor Management, MS Project, Service Management, Security, Governance, Integration, Process Engineering, Software Project..., Management, Outsourcing, Risk Management, IT Strategy, Business Process..., ERP, Requirements Analysis, Team Management, Team Leadership, Project Management, SharePoint, Project Planning, Project Portfolio..., Incident Management, Cross-functional Team..., Business Analysis, PMO, SDLC, Business Intelligence, Service Delivery, Information Technology, IT Management, Business Process, IT Operations, Data Center, Enterprise Software, Disaster Recovery, Software Documentation, Enterprise Architecture, Visio, CRM

Education
Seattle University   1993 — 1995
MPA, Public Administration- Institute of Public Service

Seattle Pacific University   1988 — 1992
BA, Political Science- School of Business, Government, and Economics

Jason Burkholder, CFA, CFP Jason Burkholder, CFA, CFP Smithville, Ohio Details
Jason Burkholder, CFA, CFP's Charles Schwab Experience 2008 - 2009
Job President at New Legacy Financial Group, LLC
Industry Investment Management
Experience
New Legacy Financial Group, LLC   July 2009 - Present
Charles Schwab   2008 - 2009
Goodyear  2004 - 2008
Barclays Global Investors  2000 - 2004
Schultz & Schultz, Inc.   1996 - 2000

Skills
Investment Management, Financial Planning, Investments, Investment Strategies, Holistic Financial..., Strategic Financial..., Retirement Planning, Retirement Plan...

Education
University of Nevada-Reno   1994 — 1995
Bachelors of Science, Finance

Sierra College   1991 — 1993
A.A., Liberal Arts

Peter Padalino Peter Padalino Greater Denver Area Details
Peter Padalino's Charles Schwab Experience December 1996 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 1996 - Present

Education
Siena College   1983 — 1987
Bachelor's degree, Marketing/Marketing Management, General

Lisa Rapp Lisa Rapp Brevard, North Carolina Details
Lisa Rapp's Charles Schwab Experience April 1999 - September 2001
Job Instructional Designer at IBM
Industry E-Learning
Experience
American Red Cross  April 2010 - August 2012
Barry-Wehmiller Design Group  March 2008 - October 2009
Bank of America  July 2007 - January 2008
PCOffice Pro   January 2006 - January 2007
Wells Fargo Bank  January 2005 - July 2005
Performance Management Group  August 2003 - October 2003
Charles Schwab   April 1999 - September 2001

Skills
Instructional Design, Instructor-led Training, Captivate, Blended Learning, E-Learning, ADDIE, Lectora, Training, SnagIt, Learning Management..., Needs Analysis, Curriculum Design, Curriculum Development, Multimedia, Organizational Learning

Education
Sonoma State University   1989 — 1992
Bachelors, Art

Glen Amason Glen Amason Dallas/Fort Worth Area Details
Glen Amason's Charles Schwab Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade  2013 - Present
Boy Scouts of America - Troop 366   1986 - Present
Fidelity Investments  2012 - 2013
Denton Bible Church  2011 - 2013
BB&T  2011 - 2011
The Botsford Group  2010 - 2010
First Dallas Financial Group, Inc.   2009 - 2010
Charles Schwab   2007 - 2009
Bank of America  2006 - 2007
Sally Beauty Company, Inc   2005 - 2006

Skills
Asset Allocation, Financial Planning, Investment Strategies, Wealth Management, Series 7, Investments, Retirement, 401k, Retirement Planning, Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Investment Advisory, Securities, Equities, Risk Management, Financial Analysis, Series 63, Financial Modeling, Annuities, Alternative Investments, Insurance Planning, Bonds, Insurance, Estate Planning, Financial Advisory, ETFs, Wealth, Long Term Care, Wealth Accumulation, Financial Markets, Stocks, IRA's, Strategic Financial..., Wealth Management..., High Net Worth..., Fixed Annuities, Finance, Financial Services, IRAs, Life Insurance, Investment Management, FINRA, Financial Planners, Leadership, Relationship Management, Personal Financial..., Options, CRM

Education
Southern Arkansas University
Master of Business Administration (M.B.A.)

Southern Arkansas University
Bachelor's Degree, Finance

Texas A&M University

Bill McCart Bill McCart San Francisco Bay Area Details
Bill McCart's Charles Schwab Experience December 2000 - December 2003
Job Online Learning Consultant
Industry E-Learning
Experience
Bill McCart Consulting   September 2011 - Present
The Shift Network  September 2011 - May 2012
Evolving Wisdom  August 2010 - July 2011
Pitney Bowes Management Services  June 2007 - September 2010
Pitney Bowes Management Services  December 2003 - June 2007
Charles Schwab   December 2000 - December 2003
University of California, Berkeley  October 1992 - December 2000
University of California, Berkeley  April 1986 - October 1992

Skills
Project Management, Management, Customer Service, Strategic Planning, Team Building, Change Management, Public Speaking, Organizational..., Entrepreneurship, Marketing Strategy, Research, Fundraising, Training, Business Development, Start-ups, Marketing

Education
University of California, Berkeley   1987 — 1989
Economics, Accounting, Calculus

Seton Hall University   1972 — 1976
BA, Sociology/Anthropology

Whitney Dufner-Fortna Whitney Dufner-Fortna Orlando, Florida Area Details
Whitney Dufner-Fortna's Charles Schwab Experience October 2007 - April 2013
Job Underwriter Fraud Analyst
Industry Financial Services
Experience
Self  March 2014 - Present
Digital Risk  March 2014 - Present
Digital Risk  July 2013 - March 2014
Charles Schwab   October 2007 - April 2013
TransLand Financial Services  January 2005 - September 2007
Hometek Mortage Group   January 2001 - January 2005

Skills
Mortgage Lending, Banking, Credit, Loans, Mortgage Banking, Series 7, Loan Origination, Underwriting, Portfolio Management, Relationship Management, Asset Management, Credit Analysis, Leadership, Investments, Financial Services, Business Analysis, Mutual Funds, Finance, Residential Mortgages, Securities, Financial Analysis, Risk Management, Financial Risk, Strategic Financial...

Education
Seminole State College of Florida   2012 — 2014

Seminole Community College   2000 — 2002
AS, Health, Wellness and Fitness

Steinberg Jeff Steinberg Jeff San Francisco Bay Area Details
Steinberg Jeff's Charles Schwab Experience June 2000 - August 2010
Job Data Mobility Specialist at St. Joseph Health
Industry Health, Wellness and Fitness
Experience
St. Joseph Health  February 2012 - Present
Universtity of California Office of the President   August 2011 - March 2012
Peets Coffee and Tea  July 2011 - August 2011
ADP  May 2011 - July 2011
Federal Home Loan Bank of San Francisco  December 2010 - May 2011
Charles Schwab   June 2000 - August 2010
Pacific Gas & Electric  February 1986 - July 2000

Skills
Mac OS, Windows 2000, Active Directory

Education
Skyline College   1982 — 1984
Automotive/General Studies

Rose Wilcox, PMP, CSM Rose Wilcox, PMP, CSM Phoenix, Arizona Area Details
Rose Wilcox, PMP, CSM's Charles Schwab Experience November 2010 - October 2012
Job Business Systems Analyst for Wells Fargo at Apex Systems
Industry Information Technology and Services
Experience
Apex Systems  March 2015 - Present
TSYS  June 2013 - March 2015
The Centrics Group  March 2013 - June 2013
LearningMate  October 2012 - February 2013
Charles Schwab   November 2010 - October 2012
TEKsystems  November 2009 - December 2010
Tech One  January 2009 - October 2009
TEKsystems  September 2007 - December 2008
Manpower Professional at Honeywell   July 2007 - September 2007
Modis  August 2006 - June 2007

Skills
SDLC, User Acceptance Testing, Business Analysis, Gap Analysis, XML, Project Planning, Requirements Gathering, Test Planning, Software Project..., Manuals, Agile Methodologies, Testing, Quality Assurance, Process Improvement, Scrum, Software Documentation, Business Requirements, MS Project, Business Process, Project Management, Integration, Team Building, Analysis, SharePoint, Visio, Business Process..., Requirements Analysis, Software Development, Composition, Databases, Training, Waterfall, CRM, Six Sigma, Management, PMP, Technical Writing, PMO, ITIL, Enterprise Software, Risk Management, Systems Analysis, Leadership, .NET, Outsourcing, Vendor Management, Project Portfolio..., Business Process..., Agile Project Management, Business Intelligence

Education
Southern Illinois University, Carbondale   1980 — 1984
Bachelors of Science, Data Processing Training Systems

Jeff Cachapero Jeff Cachapero San Francisco Bay Area Details
Jeff Cachapero's Charles Schwab Experience June 2007 - August 2007
Job Walmart.com
Industry Information Technology and Services
Experience
Genentech  February 2010 - February 2011
Gap Inc.  August 2007 - August 2008
Charles Schwab   June 2007 - August 2007
bebe  2000 - 2003
Safeway  1989 - 2000

Skills
Troubleshooting, Software Documentation, Windows 7, Active Directory, Windows XP, Microsoft Exchange, Operating Systems, Network Security, Windows, Technical Support, Help Desk Support, Hardware, Cloud Computing, Printers, Laptops, Lotus Notes, VMware

Education
Techskills   2006 — 2007
IT Certifications

Sacred Heart

Skyline College

Jennifer Garofalo Taylor Jennifer Garofalo Taylor Orlando, Florida Area Details
Jennifer Garofalo Taylor's Charles Schwab Experience March 2000 - May 2004
Job Independent Sales Consultant for ThirtyOne
Industry Retail
Experience
Thirty-One  March 2012 - Present
Charles Schwab   March 2000 - May 2004

Skills
Call Centers, Customer Service, Microsoft Office, Series 7, Series 63, Banking, Mutual Funds, Investments, Event Planning, Sales Management, Public Speaking, Wealth Management, Customer Experience, Vendor Management, Customer Satisfaction, Visio, Process Improvement, SDLC, Business Analysis, Financial Services

Education
Seminole Community College

Bridget Van Derlofske Bridget Van Derlofske Orlando, Florida Area Details
Bridget Van Derlofske's Charles Schwab Experience June 2008 - March 2012
Job Associate at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  March 2012 - Present
Charles Schwab   June 2008 - March 2012
The Wright Firm, P.A.   May 2007 - May 2008
Seminole County Clerk of Court  September 2006 - April 2007

Skills
Banking, Civil Litigation, Courts, Invoicing, Licensing, Management, Series 7

Education
Seminole State College of Florida
Associate of Arts (A.A.), Finance, General

Seminole Community College

Chad Van Holland Chad Van Holland Austin, Texas Area Details
Chad Van Holland's Charles Schwab Experience May 2011 - May 2013
Job Managing Engineering Director at LibreDigital
Industry Information Technology and Services
Experience
Charles Schwab   May 2011 - May 2013
Rackspace Hosting  May 2009 - April 2011
Knowledge Management, Inc   October 2008 - May 2009
National Financial Partners  April 2005 - September 2008
Microsoft  August 1996 - December 2005
Boeing  June 1990 - August 1995

Skills
Program Management, SDLC, Team Building, Enterprise Architecture, Business Analysis, Agile Methodologies, Business Intelligence, Software Development, Project Management, Team Leadership, Leadership, Management, Cloud Computing, Product Management, CRM, Enterprise Software, Product Development, Analysis, SQL, Change Management, Strategy, Vendor Management

Education
Tarleton State University   2009 — 2011
MIS, Technology

Seattle Pacific University   1989 — 1993
BA, Business, Accounting, Mathematics

Andrew Ferrette Andrew Ferrette Greater San Diego Area Details
Andrew Ferrette's Charles Schwab Experience 2008 - 2010
Job Director of Client Services at Beta Wealth Group
Industry Financial Services
Experience
Beta Wealth Group   May 2015 - June 2015
TD Ameritrade Institutional  May 2013 - May 2015
LPL Financial  November 2012 - January 2013
Bellatore Financial, Inc.   August 2010 - April 2012
Charles Schwab   2008 - 2010

Skills
Finance, Equity Trading, Financial Services, Trading, Superior Client Service, Financial Modeling, Series 7, Series 63

Education
Sonoma State University   2004 — 2008
Bachelor of Arts (B.A.), Economics

Rancho Bernardo High School

Rancho Bernardo High School

Rancho Bernardo High School

Rancho Bernardo High School

John Paul Katich John Paul Katich Greater Pittsburgh Area Details
John Paul Katich's Charles Schwab Experience October 2006 - June 2007
Job Regional Account Executive Jani King
Industry Consumer Services
Experience
Jani King  March 2014 - Present
Katich Construction   April 2008 - Present
American Equity Mortgage  November 2013 - March 2014
Reliance First Capital  November 2012 - November 2013
South University  June 2010 - February 2012
Kittanning Area YMCA   May 2009 - June 2010
Scottrade  October 2006 - April 2008
Charles Schwab   October 2006 - June 2007

Skills
Program Development, Sales, Sales Management, Entrepreneurship, Strategic Financial..., Admissions Counseling, Recruiting, Cold Calling, Face to Face Selling, Customer Service, Management, Leadership, Team Building, Customer Retention, Strategic Planning, Finance, Strategy, Mortgage Lending, Loans, Analysis, Coaching, Residential Mortgages, Refinance, Investments, Sales Process, Negotiation, Financial Services, Contract Negotiation, Banking, Microsoft Office, Marketing Strategy

Education
2009Slippery Rock UniversitySlippery   2001 — 2006
B.S, Resort and Recreation/Tourism Management

Slippery Rock University of Pennsylvania   2001 — 2006
Bachelor's degree, Resort Management

Weston Coy Weston Coy Orlando, Florida Details
Weston Coy's Charles Schwab Experience January 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2015 - Present
J.P. Morgan   April 2014 - January 2015
J.P. Morgan   February 2012 - April 2014

Skills
Microsoft Office, Microsoft Word, Management, Microsoft Excel, PowerPoint, Sales, Leadership, Process Improvement, Outlook, SQL, Windows, English

Education
Seminole State College of Florida   2012 — 2016
Associates in Finance, Banking, Corporate, Finance, and Securities Law

Miron Cuperman Miron Cuperman San Francisco Bay Area Details
Miron Cuperman's Charles Schwab Experience 2000 - 2003
Job Technical Entrepreneur
Industry Internet
Experience
Blockstack   January 2015 - Present
CryptoCorp   January 2014 - Present
The Guardian Project   January 2010 - Present
TradeHill   January 2013 - December 2013
Google  August 2010 - February 2013
Stealth Bioinformatics startup   June 2009 - May 2010
MyWhuffie.com   January 2008 - January 2009
FillZ Inc. (acquired by Abebooks)   June 2003 - February 2008
Charles Schwab   2000 - 2003
Medianix Semiconductor   1995 - 1998

Skills
Open Source, Start-ups, Entrepreneurship, Security, Scalability, Ruby on Rails, Perl, Ruby, Linux, Cloud Computing, Software Development, Agile Methodologies, Big Data, Java, Software Engineering, Python, Distributed Systems, SaaS, MySQL, Mobile Applications, C++, Databases, C, Integration, Architectures, Architecture

Education
Simon Fraser University   1990 — 1992
B.Sc., Computer Engineering

Technion - Israel Institute of Technology   1987 — 1989
B.Sc., Computer Engineering

Aaron Foster Aaron Foster San Jose, California Details
Aaron Foster's Charles Schwab Experience March 2015 - June 2015
Job Associate, Brokerage Service Rep at Charles Schwab
Industry Higher Education
Experience
Charles Schwab   March 2015 - June 2015
Costco Wholesale  November 2014 - March 2015
Union Bank  May 2014 - August 2014
Union Bank  July 2013 - May 2014
Travis Credit Union  May 2012 - June 2013
Starbucks  May 2009 - May 2012

Education
San Jose State University   2013 — 2015
Bachelor of Science (BS), Finance, General, N/A

Solano Community College   2009 — 2013
Associate's degree, Business Administration, General & Social Sciences, 3.2

Angelo Rodriguez high school   2005 — 2009
High School Diploma, General Studies, 3.60

Tad DeVan Tad DeVan Orlando, Florida Area Details
Tad DeVan's Charles Schwab Experience April 2007 - March 2008
Job Creative Education and Development at Market Traders Institute, Inc
Industry Financial Services
Experience
Market Traders Institute, Inc  March 2008 - Present
Charles Schwab   April 2007 - March 2008

Skills
Market Analysis, Event Planning, Logistics, Account Management, Analysis, Budgets, Business Development, Business Planning, Business Strategy, Marketing, Marketing Strategy, Strategic Planning, Trading, Email Marketing, CRM

Education
Seminole Community College   2004 — 2006
Associate of Arts (AA), Business Administration and Management, General

Cory Britton Cory Britton Greater St. Louis Area Details
Cory Britton's Charles Schwab Experience March 2011 - March 2012
Job Controls Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Wells Fargo Advisors  May 2012 - October 2014
Charles Schwab   March 2011 - March 2012
Charles Schwab   March 2010 - March 2011
Charles Schwab   April 2008 - March 2010

Skills
Regulatory Compliance, Surveillance, Risk Management, Fraud Prevention, Project Management

Education
Southern Illinois University, Carbondale   2005 — 2007
Bachelor's degree, Finance, General

Carlos Loucel Carlos Loucel San Francisco Bay Area Details
Carlos Loucel's Charles Schwab Experience 1999 - 2002
Job Staff Accountant
Industry Accounting
Experience
BVOH  2014 - Present
NELSON  2011 - 2013
Accountemps  2009 - 2010
Banc of America Securities  2003 - 2008
Charles Schwab   1999 - 2002
United States Marine Corps  1998 - 1998

Skills
QuickBooks, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Banking, Internal Controls, GAAP, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Financial Accounting, Microsoft Office, Accounts Receivable, Journal Entries, Revenue Recognition, Payroll, PowerPoint, Budgets

Education
University of Phoenix   2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Skyline College   1993 — 1996
Associate of Science (A.S.), Accounting and Finance

MONICA BOWDEN MONICA BOWDEN Indianapolis, Indiana Details
MONICA BOWDEN's Charles Schwab Experience November 1996 - Present
Job Sr Quality Assurance Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   November 1996 - Present

Education
Scripps College

Michael Ratcliff Michael Ratcliff Austin, Texas Details
Michael Ratcliff's Charles Schwab Experience July 2013 - August 2014
Job System Analyst
Industry Information Technology and Services
Experience
ONEGas  September 2014 - Present
Charles Schwab   July 2013 - August 2014
IBM  May 2013 - July 2013
Dell  October 2012 - December 2012
Mission CISD  August 2009 - June 2012
South Texas College  August 2008 - December 2008

Skills
SCCM, Ruby, Python, HTML 5, Powershell, SQL, C#, Active Directory, Linux Kernel, Objective-C, ASP.NET, Visual Studio, ASP.NET MVC, jQuery, Microsoft Office, HTML, Xcode, Cocos2d, iOS development, CSS3, DHTML, C++ Language, Programming, Servers, C++, CSS, Orion, Puppet, HTML5, Technical Support, Linux, Customer Service, Network Administration

Education
South Texas College   2006 — 2013
Bachelor's of Applied Technology, Computer & Information Technologies, 3.0

South Texas College   2006 — 2013
Bachelor's degree, Information Technology

Jennifer Pello, CFP® Jennifer Pello, CFP® Dallas/Fort Worth Area Details
Jennifer Pello, CFP®'s Charles Schwab Experience February 2011 - Present
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab   February 2011 - Present

Skills
Series 7, Series 66, Personal Financial..., Negotiation, Strategic Financial..., B2B Sales, Investment Advisory..., Asset Allocation, Strategic Consulting, Wealth Management..., Client Rapport, Trading, Client Development

Education
Southern Methodist University   2011 — 2013
Certificate in Financial Planning

Walsh College of Accountancy and Business Administration   2005 — 2009
Master of Business Administration

Western Michigan University   1999 — 2004
Bachelor of Science, Magna Cume Laude

Western Michigan University - Haworth College of Business   1999 — 2004
Bachelor of Business Administration, Magna Cum Laude

Theresa Bonilla Theresa Bonilla San Francisco, California Details
Theresa Bonilla's Charles Schwab Experience March 2012 - July 2012
Job Respiratory Care Practitioner at CPMC
Industry Hospitality
Experience
Stanford Health Care  September 2015 - Present
CPMC  October 2014 - Present
Charles Schwab   March 2012 - July 2012
Bureau Veritas (@ William Sonoma Corporate)   July 2002 - January 2010

Skills
Leadership, Marketing, Mechanical Ventilation, Respiratory Care, Social Networking

Education
Skyline College   2012 — 2014
Respiratory Care Therapy/Therapist

Rebecca Gottstein Rebecca Gottstein Anchorage, Alaska Details
Rebecca Gottstein's Charles Schwab Experience January 2013 - May 2014
Job Student at Steller Secondary
Industry
Experience
Purely Alaskan Water Inc   May 2014 - Present
M Bar D Feed & Tack, inc.   August 2010 - Present
Charles Schwab   January 2013 - May 2014

Skills
Customer Service

Education
Seattle University   2014 — 2018
Business Administration Economics

Steller Secondary   2008 — 2014

Bob DeFazio Bob DeFazio San Francisco Bay Area Details
Bob DeFazio's Charles Schwab Experience February 2011 - August 2011
Job Kohlberg Kravis Roberts
Industry Financial Services
Experience
KKR  March 2013 - Present
Boudin  2012 - 2012
Charles Schwab   February 2011 - August 2011
University of San Francisco  June 2010 - July 2011

Skills
Fundamental Research, Stata, Financial Accounting, Quantitative Analysis, Alternative Investments, Financial Statement..., Financial Modeling, Fixed Income Strategies, Econometric Modeling, Microsoft Excel, Fixed Income, Valuation, Portfolio Management

Education
University of San Francisco
MS, Financial Analysis

Sonoma State University
BA, Economics, History

Jesuit High School, Sacramento

Michelle Fooks Michelle Fooks Parker, Colorado Details
Michelle Fooks's Charles Schwab Experience March 2015 - Present
Job Build Release Engineer
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
University of Northern Colorado  December 2014 - March 2015
Missouri State Highway Patrol  June 2004 - July 2014
United States Air Force  January 1996 - October 1999

Skills
SQL, XML, Microsoft SQL Server, Java, JavaScript, Software Development, C#, .NET, MySQL, Oracle, Databases, HTML, CSS, Web Applications, Database Design, AJAX, Software Project..., SharePoint, Requirements Analysis, Integration, Business Analysis, PL/SQL, Web Services, SDLC, Business Intelligence, Data Warehousing, C++, Visual Basic, Web Development, Java Enterprise Edition, Visual Studio, Lotus Domino, LotusScript, Lotus Notes, Application Developer, Web Developers, RAD, Eclipse, Microsoft Office, VB.NET, Training, Project Management, Public Safety, Management, Emergency Management

Education
Columbia College   2000 — 2002
Bachelor's Degree, Computer Information Systems

Lincoln University   1992 — 1995
Business Administration and Management, General

Southeast Missouri State University   1991 — 1992
Marketing

Joe Viazzo Joe Viazzo New York, New York Details
Joe Viazzo's Charles Schwab Experience October 2012 - November 2013
Job ACT Middle Office Trader/Analyst
Industry Investment Banking
Experience
Charles Schwab Advisor Services  2013 - June 2015
Charles Schwab   October 2012 - November 2013

Skills
Investments, Series 7, Trading, Strategic Planning, Series 63, Equity Trading, Mutual Funds, Market Research, Microsoft Excel, Bloomberg Terminal, Options Strategies, Series 9/10, Equities

Education
Siena College   2007 — 2010
B.S., Finance

Alissa Merrick Alissa Merrick Greater Boston Area Details
Alissa Merrick's Charles Schwab Experience February 2012 - Present
Job Senior Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2012 - Present
Charles Schwab   May 2007 - February 2012
Charles Schwab   March 2005 - May 2007
Putnam Investments  2001 - 2005

Education
Simmons College   1998 — 2001

Amy Kasten Amy Kasten Parker, Colorado Details
Amy Kasten's Charles Schwab Experience December 2014 - Present
Job Workforce Management at Charles Schwab
Industry Consumer Services
Experience
Charles Schwab   December 2014 - Present
Staples  February 2013 - December 2014
Frontier Airlines  January 2012 - January 2013
Douglas County School District  August 2005 - January 2012
Kohl's Department Stores  September 2001 - August 2005
Citibank S.D. NA   May 1988 - January 1997

Skills
Call Centers, Avaya, Aspect, RTA, KANA, Moxie Software, Echopass, Airlines, Flights, Analytics, Sabre, Process Improvement, Customer Satisfaction, Customer Experience, Customer Service, Process Scheduler, Forecasting, Kronos

Education
South Dakota State University   1987 — 1994
Sociology

Jeff Krueg Jeff Krueg Phoenix, Arizona Area Details
Jeff Krueg's Charles Schwab Experience December 1990 - November 2004
Job President & Managing Partner at Hanei Private Wealth Advisors
Industry Financial Services
Experience
Hanei Private Wealth Advisors   January 2013 - Present
Krueg Enterprises, LLC   November 2011 - January 2013
WealthTrust - Arizona   January 2005 - November 2011
Charles Schwab   December 1990 - November 2004

Skills
Business Development, Wealth Management, Sales Management, Management, Leadership, Sales, Training, Team Building, Change Management, Operations Management, Selling, Relationship Management, Financial Services, Key Account Management, Investments, Asset Management, Strategic Financial..., Executive Management, Strategy, Banking, Business Strategy, Risk Management, Strategic Planning

Education
Seattle Pacific University   1975 — 1979
Sciences & Business

Holly Wallace Holly Wallace San Francisco Bay Area Details
Holly Wallace's Charles Schwab Experience September 2006 - November 2007
Job Application Development and Support Manager at Berkshire Hathaway Homestate Companies
Industry Information Technology and Services
Experience
Berkshire Hathaway Homestate Companies  October 2011 - April 2013
Delta Dental of California  November 2007 - October 2011
Charles Schwab   September 2006 - November 2007
Fireman's Fund Insurance  1999 - 2005
Island Graphics - no longer in business   January 1990 - June 1993
Stanford Linear Accelerator Center  June 1984 - December 1986

Skills
Unix, Software Development, Databases, Testing, Oracle, ETL, Software Documentation, MS Project, System Administration, Quality Assurance, SharePoint, SDLC

Education
Sonoma State University
BS, Physics

Ashish Chopra Ashish Chopra Phoenix, Arizona Area Details
Ashish Chopra's Charles Schwab Experience January 2014 - April 2014
Job Vice President Project Management at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  May 2014 - Present
Charles Schwab   January 2014 - April 2014
Wells Fargo  March 2010 - December 2013
KMD Global   May 2007 - May 2012
Target  May 2007 - March 2010
Sprint  October 2004 - May 2007
IBM Global Business Process Services  October 1997 - October 2004

Skills
IT Strategy, Program Management, Change Management, Resource Management, Business Strategy, IT Service Management, Business Transformation, Mergers & Acquisitions, P&L Management, Business Process..., Business Process..., PMO set-up, Leadership, Management, Project Delivery, Entrepreneurship, Operational Excellence, Start-ups, Global Delivery, Six Sigma, PMO, BFSI, IT Outsourcing, Pre-sales, Account Management, Integration, Retail Banking, Full P&L Responsibility, Full P&L, Enterprise Architecture, SDLC, Telecommunications, Business Intelligence, Consulting, CRM, Software Project..., PMP, Strategy, Pharmaceutical Industry, SOA

Education
Shivaji University   1993 — 1997

J D Tytler School   1990 — 1992
High School

Joyce Siegel Joyce Siegel Greater Los Angeles Area Details
Joyce Siegel's Charles Schwab Experience 1999 - 2007
Job Licensed Financial Services Professional
Industry Financial Services
Experience
Etrade Financial  September 2008 - July 2012
Charles Schwab   1999 - 2007
Charles Schwab   1993 - 1999
Dale Carnegie & Assoc., Inc.   1991 - 1993

Education
Southern Connecticut State University
BS

University of Miami

Alan Blundell Alan Blundell San Francisco Bay Area Details
Alan Blundell's Charles Schwab Experience Project LeaderOracle Corporation1997 - 2005
Job Sr. Analyst / Programmer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   Project LeaderOracle Corporation1997 - 2005
Logica  1993 - 1997

Education
Sheffield Hallam University   1989 — 1993

Al Selby, PMP, CSM Al Selby, PMP, CSM San Francisco Bay Area Details
Al Selby, PMP, CSM's Charles Schwab Experience February 2007 - November 2007
Job Business Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  April 2015 - Present
Wells Fargo  February 2013 - August 2014
Accretive Solutions  July 2010 - November 2012
Wells Fargo  July 2009 - June 2010
Charles Schwab   February 2007 - November 2007
Charles Schwab   February 2006 - November 2006

Skills
PMO, SDLC, Project Portfolio..., PMBOK, PMI, PeopleSoft Deployment

Education
Sonoma State University
BS, Computer Science

Scott Dalton Scott Dalton Phoenix, Arizona Area Details
Scott Dalton's Charles Schwab Experience July 2000 - July 2003
Job Human Resources Partner Leader, VP, SPHR at Wells Fargo
Industry Banking
Experience
Wells Fargo  October 2014 - Present
Wells Fargo  August 2003 - September 2014
Charles Schwab   July 2000 - July 2003
State Farm Insurance Companies  October 1987 - June 2000

Skills
Talent Acquisition, Workforce Planning, Human Resources, Recruiting, Personnel Management, Management, Strategy, Team Management, Onboarding, Succession Planning, Talent Management, College Recruiting, Performance Management, Employee Relations, PeopleSoft, Employee Engagement, Employee Benefits, Internet Recruiting, Organizational..., Leadership

Education
Shippensburg University of Pennsylvania   1983 — 1987
BS, Business Administration - Personnel and Industrial Relations

Great Valley Senior High School   1979 — 1983

Hana Hanachi Hana Hanachi Chicago, Illinois Details
Hana Hanachi's Charles Schwab Experience February 2010 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2010 - Present
TIAA-CREF  August 2007 - October 2009
Wells Fargo  November 2005 - August 2007

Skills
Series 7, Asset Allocation, Private Placements, Finance, Financial Advisory, Financial Services, Retirement, Retirement Planning, Securities, Wealth Management

Education
The University of Texas at Dallas   2006 — 2008
MS, BUSINESS - FINANCE

Shahid Beheshti University   1995 — 2000
BS, Electrical Engineering

Betty Oesterle Betty Oesterle Phoenix, Arizona Area Details
Betty Oesterle's Charles Schwab Experience February 1992 - December 2004
Job Section Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  June 2005 - June 2012
Charles Schwab   February 1992 - December 2004

Skills
Mutual Funds, Financial Services, Analysis, Management, Customer Service, Quality Assurance, Banking

Education
Southeast Missouri State University

Jan Burch Jan Burch San Francisco Bay Area Details
Jan Burch's Charles Schwab Experience March 1998 - March 2009
Job Personal Computer Training and Assistance
Industry Information Technology and Services
Experience
Charles Schwab   March 1998 - March 2009
United Behavioral Health  1995 - 1998

Education
Siena Heights University   1960 — 1968

Charlene Hollands Charlene Hollands San Francisco Bay Area Details
Charlene Hollands's Charles Schwab Experience March 2006 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2006 - Present
Charles Schwab   March 2000 - April 2006
Charles Schwab   February 1997 - March 2000

Education
Sonoma State University   1986 — 1991
Bachelor of Arts, Business Information Systems

Anson Tse Anson Tse Greater Seattle Area Details
Anson Tse's Charles Schwab Experience February 1999 - February 2000
Job CFP®
Industry Financial Services
Experience
Self-Employed  February 2008 - Present
MassMutual  May 2006 - February 2008
Symetra Financial  February 2001 - March 2006
Amercian Express  May 2000 - October 2000
Charles Schwab   February 1999 - February 2000

Education
Seattle University   2006 — 2007
Certifcate, Executive Certificate in Financial Planning

University of California, Riverside   1994 — 1998

Alessandro Compagni Alessandro Compagni Greater New York City Area Details
Alessandro Compagni's Charles Schwab Experience March 1997 - December 1998
Job Senior Project Engineer at Bechtel
Industry Construction
Experience
Bechtel  December 2001 - Present
Prudential Financial  January 1999 - September 2001
Charles Schwab   March 1997 - December 1998

Education
University of Rochester - Simon Business School   2000 — 2003
MBA, Construction Management

Seton Hall University   1994 — 1998

Monica Protz Monica Protz Greater Denver Area Details
Monica Protz's Charles Schwab Experience July 2014 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2014 - Present
Experis Finance  April 2011 - November 2013
First Data Corporation  November 2005 - May 2009

Skills
Risk Management, Governance, Program Management, IT Audit, Payments, AML, Anti Money Laundering, Financial Analysis, Change Management

Education
Southern Illinois University, Edwardsville   1989 — 1992
Finance and Economics

University of South Dakota
MBA

Karthik Bala Karthik Bala San Francisco Bay Area Details
Karthik Bala's Charles Schwab Experience November 2000 - November 2004
Job SMTS SOA SE/DDR @ Oracle
Industry Information Technology and Services
Experience
Oracle  June 2008 - Present
BEA Systems Inc  November 2004 - May 2008
Charles Schwab   November 2000 - November 2004

Education
Shanmugha Arts, Science, Technology and Research Academy   1992 — 1996
Bachelor Of Engineering, Electronic And Instrumentation

Don Bosco Higher Secondary School   1990 — 1992

Megan Berling, MBA Megan Berling, MBA San Francisco Bay Area Details
Megan Berling, MBA's Charles Schwab Experience June 2007 - Present
Job Project Manager | Brand | Marketing | Communications
Industry Financial Services
Experience
Charles Schwab   June 2007 - Present
Advanced Courtroom Technologies   October 2006 - June 2007

Skills
Process Improvement, Business Analysis, PowerPoint, Strategy, Management, Human Resources, Marketing Communications, Auditing, Employee Benefits, Marketing, Strategic Planning, Leadership, Analysis, Program Management, Project Management, Customer Service, Compliance

Education
Sonoma State University   2010 — 2012
Master of Business Administration (M.B.A.), Leadership and Entrepreneurship, 3.8

University of California, Davis   2004 — 2006
BA, Psychology

Chandra Guptan ChandraBose Chandra Guptan ChandraBose Monterey Park, California Details
Chandra Guptan ChandraBose's Charles Schwab Experience April 2005 - September 2007
Job Vice President Operational Risk Data Integration at MUFG Americas
Industry Information Technology and Services
Experience
MUFG Americas  March 2015 - Present
Union Bank  September 2009 - March 2015
Aurora Bank FSB  September 2008 - September 2009
Union Bank of California  September 2007 - August 2008
iGATE  January 2005 - August 2008
UBOC  2007 - 2008
Charles Schwab   April 2005 - September 2007

Skills
Data Warehousing, Informatica, ETL, Teradata, Data Modeling, Erwin, XML, Databases, Banking, Business Objects, Competitive Analysis, SDLC, JSP, Java, Wholesale Banking, Retail Banking, Basel II, Unix Shell Scripting, Autosys, JavaScript, CSS, HTML, Greenplum, PostgreSQL, jQuery, Commercial Banking, Credit Risk, Credit Analysis, Reserve Analysis, Capital Allowances, Handlebars, Risk Analytics, MKS Integrity, Alpine Data Miner, AJAX, Eclipse, JSON, Selenium, Hibernate 3.1, Spring, Financial Risk, Market Risk, Total Return Swaps, Calypso, Endur, Risk Metrics, IBM Algo Credit Manager, Moodys Risk Analyst, Moodys Risk Frontier, Moody's Risk Authority

Education
The Johns Hopkins University   2014 — 2014
Computation in Data Analysis - R Programming

University of Michigan   2014 — 2014
Finance, Finance & Accounting, A

Yale University   2014 — 2014
Financial Markets, Financial Markets, A

University of California, Irvine   2013 — 2013
Certificate Program, Specialized Studies In Business Intelligence & Data Warehousing, A

Shanmugha Arts, Science, Technology and Research Academy   1999 — 2003
Bachelors Of Engineering, Electronics And Communications

Alex Qin Alex Qin Phoenix, Arizona Area Details
Alex Qin's Charles Schwab Experience 2010 - Present
Job at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab   2010 - Present
Borders  2006 - 2009
IBM Global Services  2004 - 2006

Skills
WebSphere Application..., AIX, IBM Certified, DB2

Education
Shanghai Jiao Tong University   1990 — 1994
B. Sc., C.S. & M. E.

Andrew Magliozzi Andrew Magliozzi San Francisco, California Details
Andrew Magliozzi's Charles Schwab Experience January 2013 - July 2014
Job Investor Services Executive at Lending Club
Industry Financial Services
Experience
Lending Club  May 2015 - Present
Lending Club  July 2014 - May 2015
Charles Schwab   January 2013 - July 2014
Scottrade  September 2010 - January 2013
Scottrade  September 2007 - September 2010
Sonoma State University  June 2006 - September 2007

Skills
Series 63, Equities, Wealth Management, Asset Allocation, Series 7, Mutual Funds, Investments, Finance, Portfolio Management, Salesforce.com, Marketing Strategy, Customer Service, Team Building

Education
Sonoma State University   2003 — 2007
B.S., Finance

Lori Holmgren Lori Holmgren San Francisco Bay Area Details
Lori Holmgren's Charles Schwab Experience March 2001 - March 2009
Job Principal Program Manager at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente  April 2011 - Present
Wells Fargo, Visa   2009 - April 2011
Charles Schwab   March 2001 - March 2009
Charles Schwab   March 1997 - March 2001
Digital Equipment Corporation  1988 - 1993

Skills
Healthcare, Call Center, Banking, Integration, Software Development, Program Management, Project Portfolio..., PMO, SDLC, Insurance, Vendor Management, Process Improvement, Project Planning, PMP, Project Management, Strategy, Risk Management, IT Management, Portfolio Management, Software Project..., IT Strategy, CRM, Enterprise Architecture, Data Warehousing, Call Centers, Resource Management, Change Management, Management, Consulting, Business Analysis, Leadership, Business Process, Business Process..., Strategic Planning, Visio, Requirements Gathering, SharePoint, Product Management, Agile Project Management, Enterprise Software, Cross-functional Team..., Outsourcing, Business Intelligence, Governance, SaaS, Operations Management, Agile Methodologies, Requirements Analysis, Cloud Computing, Disaster Recovery

Education
University of St. Thomas   1978 — 1981
MBA, Business

Southern Illinois University, Carbondale
B.S., Mathematics, Computer Science

Kelly Hearne Kelly Hearne San Francisco Bay Area Details
Kelly Hearne's Charles Schwab Experience July 1991 - May 2011
Job Senior Manager, Vendor Relationship Management
Industry Financial Services
Experience
Charles Schwab Bank  June 2011 - Present
Charles Schwab   July 1991 - May 2011

Skills
Management, Leadership, Banking, Business Analysis, Program Management, Process Improvement, Risk Management, Vendor Management, Financial Services, Project Management

Education
Sonoma State University   1985 — 1990
BA, Physical Education Teaching and Coaching

Hetal Chandaria Hetal Chandaria San Francisco Bay Area Details
Hetal Chandaria's Charles Schwab Experience May 2006 - March 2009
Job Product Manager, Identity and Trust Management at eBay Inc.
Industry Computer Software
Experience
eBay Inc  November 2014 - Present
eBay Inc  July 2012 - October 2014
Serene Corporation  June 2011 - July 2012
SMS Management and Technology   March 2010 - June 2011
Bright Blue Solutions   June 2009 - March 2010
Wipro Technologies  July 2004 - May 2009
Charles Schwab   May 2006 - March 2009

Skills
Web Services, Requirements Analysis, CRM, Databases, Integration, Solution Architecture, Siebel, EAI, Oracle, Requirements Gathering, EIM, Business Requirements, Data Warehousing, SOA, E-commerce

Education
University of California, Berkeley   2015 — 2016
Master’s Degree, Information and Data Science

Stanford University   2014 — 2014

Shreemati Nathibai Damodar Thackersey Women's University   2000 — 2004
Bachelor of Technology, Computer Science & Technology

Greg S. Porter, CFP® Greg S. Porter, CFP® Sacramento, California Area Details
Greg S. Porter, CFP®'s Charles Schwab Experience July 2012 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   July 2012 - Present
CLC, Incorporated  July 2004 - June 2012
Greg S. Porter   March 2002 - April 2012
Core Asset Management  1998 - 2002

Skills
Asset Management, Account Management, Investments, Financial Planning, Portfolio Management, Estate Planning, Employee Benefits, Banking, Retirement Planning, Series 7, Finance, Mortgage Lending, Public Speaking, Customer Service, Management, Budgets, Coaching, Retirement

Education
Sonoma State University   1978 — 1982
BA, Management

Debbra Dufresne Debbra Dufresne Phoenix, Arizona Area Details
Debbra Dufresne's Charles Schwab Experience 1997 - 2004
Job Experienced Financial Services Representative
Industry Financial Services
Experience
USAA  April 2014 - Present
Amazon  November 2013 - December 2013
CVS Caremark Corporation  March 2013 - October 2013
Vanguard  2008 - 2009
M & I Bank  2004 - 2008
Charles Schwab   1997 - 2004
James W. Shaw Estate Planning   1995 - 1997
Bear Stearns  1990 - 1995

Education
Scottsdale Community College
Attended, Business Administration, Management and Operations

University of Southern Maine - School of Business
Attended, Business Administration and Management, General

Chad Kinchen Chad Kinchen Austin, Texas Area Details
Chad Kinchen's Charles Schwab Experience May 2014 - Present
Job Product Manager at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab   May 2014 - Present
Cenpatico  August 2013 - May 2014
MHNet Behavioral Health/Coventry Health Care   March 2011 - August 2013
AT&T Mobility  October 2006 - March 2011
AT&T Mobility  August 2000 - October 2006
Carrollton-Farmer's Branch ISD/ Dan F. Long Middle School   January 1998 - January 2000
Ascension Parish School Board/Lowery Middle School   January 1997 - January 1998
Ascension Parish School Board/East Ascension High School   January 1996 - June 1996

Skills
Business Analysis, Customer Service, Access, Microsoft Office, Business Requirements, SharePoint, Software Documentation, Training, Program Management, Call Center, Visio, Process Improvement, Vendor Management, Project Management, SDLC, Requirements Gathering, Insurance, Data Analysis, Health Insurance, Requirements Analysis, Microsoft Excel, Agile Methodologies, Tableau

Education
Southeastern Louisiana University   1992 — 1996
Bachelor's Degree; B.A, Secondary Social Studies Education

Southeastern Louisiana University   1989 — 1996
BS, Secondary Education

Joseph Puca Joseph Puca South River, New Jersey Details
Joseph Puca's Charles Schwab Experience March 1996 - April 2004
Job Owner, A Candle Co. / Joseph Paul Fragrance
Industry Wholesale
Experience
A Candle Co.   April 2002 - Present
Charles Schwab   March 1996 - April 2004

Skills
Product Design and..., Custom Candle..., Custom Fragrance..., Private Label, Import

Education
Seton Hall University   1990 — 1994
BA, Finance

Bev Ducey Bev Ducey Olympic Valley, California Details
Bev Ducey's Charles Schwab Experience November 1989 - December 2001
Job Marketing, Communication and Strategic Planning
Industry Marketing and Advertising
Experience
Tahoe Prosperity Center   January 2013 - Present
Charles Schwab   November 1989 - December 2001
Liquidity Fund   February 1984 - October 1987

Skills
Marketing and..., Grant Writing and..., Research and Analysis, Strategic Planning, Financial Accounting, Financial Analysis, Leadership Development, Project Management, Community Outreach

Education
University of California, Berkeley   1982 — 1984
BS, Business Administration

Sierra College   1979 — 1982

Monta Vista High School   1971 — 1973

St. Callistus

Ilse Miranda Ilse Miranda San Francisco Bay Area Details
Ilse Miranda's Charles Schwab Experience August 1999 - June 2008
Job Lancome Beauty Advisor at Macy's
Industry Nonprofit Organization Management
Experience
Macy's  November 2013 - Present
San Francisco AIDS Foundation  June 2008 - November 2012
Charles Schwab   August 1999 - June 2008
PMI Mortgage Insurance Co.  October 1992 - August 1999
Pacific Bell  July 1980 - October 1992

Skills
Windows, Fundraising, Windows 7, Budgets, Business Analysis, Project Planning, Vendor Management, Strategic Planning, Project Management, Management, SharePoint, Program Management, Nonprofits, Microsoft Excel, Recruiting, Troubleshooting, Talent Acquisition, Microsoft Office, Customer Service, System Administration, Operations Management, Change Management, Security, Leadership, Training, Technical Support, Networking

Education
Skyline College

Hunter Thayer Hunter Thayer San Francisco, California Details
Hunter Thayer's Charles Schwab Experience August 2014 - Present
Job Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2014 - Present
Jefferies LLC  October 2011 - June 2014
Citi  June 2011 - September 2011
Morgan Stanley  May 2010 - August 2010

Skills
Equities, Bloomberg, Financial Modeling, Financial Analysis, Investment Banking

Education
Skidmore College   2007 — 2011
B.S., Economics, Business

Jonathan Salaciak Jonathan Salaciak Greater Boston Area Details
Jonathan Salaciak's Charles Schwab Experience September 1993 - May 2005
Job Sales Supervisor
Industry Financial Services
Experience
Finacial Services Provider   August 2013 - Present
Merrill Lynch  April 2010 - September 2012
Senior Whole Health  April 2007 - February 2009
Commonwealth Financial Network  July 2006 - April 2007
Goldman Sachs  May 2005 - July 2006
Charles Schwab   September 1993 - May 2005

Skills
Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, Sales Management, Sales Support, Compliance, Compliance Management, Financial Advisory, Operations Management, Sales Operations, Operations, Service Operations, Health Insurance, Term Life Insurance, Variable, Uniform Combined State..., Risk Management, AML, Variable Annuities, Financial Services, Wealth Management, Securities, Alternative Investments, Finance, Trading, Wealth Management..., Separately Managed...

Education
Southern Methodist University

Scott Hamill Scott Hamill Greater Chicago Area Details
Scott Hamill's Charles Schwab Experience September 1998 - March 2002
Job Executive Casino Host at Grand Victoria Casino
Industry Gambling & Casinos
Experience
Grand Victoria Casino  January 2010 - Present
Harrah's Entertainment  December 2005 - January 2010
Charles Schwab   September 1998 - March 2002
Citibank  August 1985 - April 1994
Shadow Traffic Network   1979 - 1981
University of Illinois Medical Center, Chicago   1978 - 1979

Skills
Hospitality, Customer Service, Casino, Gaming Industry, Gambling

Education
Southern Illinois University, Carbondale   1975 — 1978
BA Radio and TV

Robert Messing Robert Messing Tampa/St. Petersburg, Florida Area Details
Robert Messing's Charles Schwab Experience June 1998 - September 2001
Job Sales, Coastal
Industry Building Materials
Experience
Coastal  May 2005 - Present
Universewerks   June 1995 - Present
Charles Schwab   June 1998 - September 2001

Skills
Music Production, Songwriting, Recording, Audio Engineering, Pro Tools, Band, Music, Music Industry, Composition, Entertainment, Studio Recording, Guitar, Rock, Music Publishing, Music Licensing, Concerts, Guitarist, Record Labels

Education
University of Central Florida   1998 — 2000
Finance, General

Seminole Community College   1995 — 1997
Associate's degree

Milwaukee Conservatory of Music

Rachel Moniz Rachel Moniz San Francisco Bay Area Details
Rachel Moniz's Charles Schwab Experience 2000 - 2008
Job Chief Operating Officer for Northwestern Mutual San Francisco
Industry Financial Services
Experience
Northwestern Mutual  March 2015 - Present
Northwestern Mutual  October 2008 - Present
Charles Schwab   2000 - 2008

Education
Sonoma State University   1995 — 1999
BA, Criminal Justice Administration

Kelly Lancy Kelly Lancy Greater Denver Area Details
Kelly Lancy's Charles Schwab Experience August 2014 - Present
Job Contract Specialist Charles Schwab
Industry Investment Management
Experience
Charles Schwab   August 2014 - Present
US Navy Reserve  August 2009 - Present
United Launch Alliance (ULA)   February 2011 - August 2014
National Renewable Energy Laboratory  March 2010 - February 2011
Arcata Associates  July 2007 - February 2010
Navel and Telecommunications Stations Puget Sound   September 2003 - July 2007

Skills
DoD, Procurement, Government Contracting, Supply Management, Logistics, Government Procurement, Military, Earned Value Management, Aerospace, Materials Management, Supply Chain Management, Contract Management, Government, Process Improvement, Six Sigma, Program Management, Proposal Writing, Security Clearance, Defense, Strategic Sourcing, Operations Management, Cross-functional Team..., Project Planning, Engineering Management, FAR, ITAR, Logistics Management, Defense Contracting, Federal Government, Subcontracting, Supply Chain

Education
Villanova University   2014 — 2015
Purchasing, Procurement/Acquisitions and Contracts Management

Ashford University   2009 — 2011
Master of Arts (MA), Logistics, Materials, and Supply Chain Management

Central Bucks East   2003 — 2007
General Studies

Southern Illinois University, Carbondale   2003 — 2007
Bachelor of Science, Workforce Education and Development

Tatyana Kaganer, CFA Tatyana Kaganer, CFA Greater Denver Area Details
Tatyana Kaganer, CFA's Charles Schwab Experience August 2012 - Present
Job Director, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2012 - Present
SquareTwo Financial  November 2009 - August 2012
DIRECTV  June 2009 - November 2009
Crescat Capital  January 2008 - January 2009
First Data Corporation  January 2006 - September 2007
Parametric Portfolio Associates  September 1999 - November 2005

Skills
SAS Certified Advanced..., SQL, CFA, Risk Management, Portfolio Management, Financial Modeling, Bloomberg, Data Mining, Excel, SAS, Credit Risk, Microsoft Excel, Equities, Chartered Financial..., Valuation, Financial Analysis, Financial Risk, Business Analysis, Analysis

Education
Seattle University   1999 — 2001
Master, Finance

University of Alaska Anchorage   1993 — 1997
BBA, Finance

Nicholas Giedt Nicholas Giedt Greater Denver Area Details
Nicholas Giedt's Charles Schwab Experience March 2012 - Present
Job Application Lifecycle Manager/ Technical Project Manager
Industry Financial Services
Experience
Charles Schwab   March 2012 - Present
Charles Schwab   April 2011 - March 2012
Community College of Aurora  July 2010 - May 2011
South Dakota State University  August 2007 - May 2010
Daktronics  May 2008 - August 2008

Skills
Technical Writing, Software Documentation, Technical Documentation, Project Management, Application Lifecycle..., Software Project..., Salesforce.com..., Salesforce.com, Change Management, MS Project, Product Lifecycle..., Requirements Gathering, SharePoint Designer, Public Speaking, Agile Project Management, Microsoft Office, Training & Development, Internal Communications, Social Networking, E-Learning, TFS, Windows, Teacher Training

Education
South Dakota State University   2007 — 2010
M.A., English Literature, 4.0

South Dakota State University   2003 — 2007
B.A., English

Alan Carey Alan Carey San Francisco Bay Area Details
Alan Carey's Charles Schwab Experience January 2012 - May 2014
Job Data Architect at Pine River Capital Management
Industry Information Technology and Services
Experience
Pine River Capital Management  September 2014 - Present
Charles Schwab   January 2012 - May 2014
TEKsystems  September 2010 - January 2012
BlackRock  December 2009 - May 2010
Barclays Global Investors  December 2006 - December 2009
Bank of America  May 2005 - July 2006
Goldman Sachs  November 2004 - May 2005
Banc of America Securities  December 2000 - October 2004
iXL  July 1998 - December 2000
CyberSafe  May 1990 - July 1998

Skills
Data Modeling, Databases, Oracle, Data Integration, Business Intelligence, DB2, SDLC, Enterprise Software, ETL, Relational Databases, Data Warehousing, Enterprise Architecture, Data Architecture, Data Warehouse..., Erwin

Education
Sonoma State University   1988 — 1990
BS, Computer Science

Janice Zhou Janice Zhou San Francisco Bay Area Details
Janice Zhou's Charles Schwab Experience September 2007 - December 2014
Job Chinese Localization Professional
Industry Internet
Experience
Charles Schwab   September 2007 - December 2014
Adobe  September 2006 - August 2007
谷歌   July 2005 - June 2006
Product Quality Partners, Inc.   September 2003 - August 2004
Celestry Design Technologies, Inc.   May 2001 - September 2003
Palm Inc.  September 2000 - April 2001

Skills
HTML, Chinese, Localization, Quality Assurance, Test Planning, Testing, Integration, Agile Methodologies, Software Project..., Software Development

Education
University of Manitoba, Canada   1997 — 1999
M.Sc.,, Computer Engineering

山东大学   1979 — 1983
Bachelor’s Degree, Electronic Engineering

Victoria Huynh Victoria Huynh San Francisco Bay Area Details
Victoria Huynh's Charles Schwab Experience September 2006 - September 2010
Job Senior Financial Analyst at Cisco
Industry Financial Services
Experience
Cisco  March 2011 - Present
Salesforce.com  November 2010 - February 2011
Charles Schwab   September 2006 - September 2010
Charles Schwab   May 2000 - February 2005
Procyon Group Inc.   October 1998 - April 2000
Charles Schwab - SITE Finance   October 1996 - September 1998
GE Capital Investment Advisor, Inc   March 1995 - September 1996
Dreyer's Grand Ice Cream Corporation   December 1993 - February 1995

Education
Seattle University
BA, Accounting

Fahmida Raza Fahmida Raza Orlando, Florida Area Details
Fahmida Raza's Charles Schwab Experience November 2007 - March 2008
Job Communication Specialist at Rasmussen Inc
Industry Education Management
Experience
Rasmussen College  February 2010 - Present
Charles Schwab   November 2007 - March 2008
Sterling Industries 11   November 2000 - November 2001

Skills
Salesforce.com, Leadership, Event Planning, Public Speaking, Team Building, Program Management

Education
Southeastern University
Master of Business Administration (MBA)

Marilyn Snyder Marilyn Snyder Phoenix, Arizona Details
Marilyn Snyder's Charles Schwab Experience June 2000 - Present
Job Executive Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2000 - Present
Mercer Human Resource Consulting  February 1996 - June 2000

Education
Scottsdale Community College
Business law

Jie Wang Jie Wang San Francisco Bay Area Details
Jie Wang's Charles Schwab Experience May 2014 - Present
Job Android developer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab   May 2014 - Present
Lab2Apps   October 2013 - May 2014
Simbiosys Mobile Solutions, Inc.   December 2012 - September 2013

Education
State University of New York at Stony Brook   2011 — 2013
Master of Science (M.S.), Electrical Engineering

Shanghai University   2007 — 2011
Bachelor of Applied Science (BASc), Microelectronics

Ricky Fox Ricky Fox Portland, Maine Area Details
Ricky Fox's Charles Schwab Experience 1985 - 1991
Job Owner Managing Partner at SHBP LLC.
Industry Consumer Services
Experience
SHBP LLC.   February 2013 - Present
Time Warner Cable  January 2013 - Present
Dr. Newtons Naturals  March 2010 - October 2012
IDEXX Laboratories  2004 - 2006
Prudential Financial  2000 - 2002
Morgan Stanley Smith Barney  1995 - 2000
Charles Schwab   1985 - 1991

Skills
Sales Management, Sales, Strategic Planning, Customer Service, Team Building, Team Leadership, Contract Negotiation, Microsoft Office, Sales Process, Microsoft Excel, Social Media, PowerPoint, Account Management, Lead Generation, Solution Selling, Sales Operations

Education
Union College   1985 — 1987
MBA, Finance

Siena College   1980 — 1984
BS, Management

Jon Bonham Jon Bonham Knoxville, Tennessee Area Details
Jon Bonham's Charles Schwab Experience 1993 - 2002
Job Director, Higher Education and State and Local Government
Industry Computer & Network Security
Experience
Coalfire Systems, Inc.   September 2008 - Present
Coalfire Systems, Inc.   September 2008 - Present
SMCC  August 2004 - September 2008
IPS Mutual Funds   February 2002 - April 2004
Charles Schwab   1993 - 2002

Education
Seminole Community College

University of Phoenix

Sandra Coppola Sandra Coppola Greater New York City Area Details
Sandra Coppola's Charles Schwab Experience 1988 - 1993
Job Owner at ABM Enterprises NJ Inc.
Industry Building Materials
Experience
ABM Enterprises NJ Inc.   2005 - Present
H&R Block  2009 - 2011
Thermaltech Industries Inc.   1996 - 2002
UJB Financial Services Inc   1993 - 1996
Charles Schwab   1988 - 1993

Skills
New Business Development, Marketing Strategy, Sales Management, Business Strategy, Entrepreneurship, Strategic Planning, Team Building, Negotiation, Product Development, Sales, Start-ups, Small Business

Education
Seton Hall University   1985 — 1989
Bachelor’s Degree, Criminal Justice, Cum Laude

Corey Harman Corey Harman New York, New York Details
Corey Harman's Charles Schwab Experience February 2013 - Present
Job Charitable Support Specialist at Charles Schwab
Industry Financial Services
Experience
Schwab Charitable  July 2015 - Present
Charles Schwab   February 2013 - Present
Wells Fargo Bank  April 2010 - February 2013
TEFL  2011 - 2011
Orlando Convention Aid   2010 - 2011

Skills
Mac OS, Access, Leadership Development, Coaching, Troubleshooting, HTML, Social Networking, Database Administration, Outlook, XP, Sales, Networking, Event Management, Online Research, Facebook, Mac, Windows 7, Customer Service, Customer Satisfaction, Employee Training, Marketing, Event Planning, Microsoft Word

Education
TEFL International   2011 — 2011
TESOL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor

University of Central Florida   2007 — 2009
Bachelor of Science, Hospitality Management

Seminole State College   2005 — 2007
Associate of Arts (A.A.), General Studies

Wen Guo Wen Guo San Francisco Bay Area Details
Wen Guo's Charles Schwab Experience 2005 - 2008
Job Tax Program Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems, Inc.   2008 - Present
Charles Schwab   2005 - 2008
Moss Adams LLP  2000 - 2007

Education
Shanghai University of Finance and Economics
Bachelor, Taxation

University of Nebraska-Lincoln
Master, Accounting

Brian Mayard Brian Mayard Greater Denver Area Details
Brian Mayard's Charles Schwab Experience January 1996 - February 2005
Job Colorado Army National Guard Officer
Industry Facilities Services
Experience
Colorado National Guard  May 2013 - Present
Colorado Army National Guard  February 2005 - May 2013
Charles Schwab   January 1996 - February 2005

Skills
Leadership, Project Planning, DoD, Program Management, Government, Security Clearance, Military, Training, Army, Emergency Management, Military Operations, Operations Management, Operational Planning, Command, Team Leadership

Education
Webster University   2010 — 2011
Master of Arts (MA), Management and Leadership

Tulane University   1984 — 1986
Bachelor of Science (BS), Computer Information Systems

Southeastern Louisiana University   1979 — 1982
Associate of Science (AS), Computer Science

Sandra Govic Sandra Govic Greater New York City Area Details
Sandra Govic's Charles Schwab Experience 2000 - 2005
Job Vice President, Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management  September 2005 - Present
Charles Schwab   2000 - 2005
Institutional Trading   1991 - 2000

Skills
Investment Advisory, Investment Strategies, Portfolio Management, Asset Managment, Wealth Management, Risk Management, High Net Worth..., Alternative Investments, Investments, Retirement, Trust Management, Sales, Trusted Advisor, Fiduciary Services, Fiduciary Management, Finance, Asset Management, Banking, Retirement Planning, Bonds, Financial Services

Education
Seton Hall University   1987 — 1991
Bachelor of Science (BS), Marketing/Finance

Alex Catarroja Alex Catarroja South San Francisco, California Details
Alex Catarroja's Charles Schwab Experience March 2007 - Present
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2007 - Present
Charles Schwab   August 2000 - February 2007

Education
The Master's College   2012 — 2016
Bachelor of Science (BS), Organizational Management

Skyline College   2012 — 2014

Jiger Patel Jiger Patel Redwood City, California Details
Jiger Patel's Charles Schwab Experience July 2008 - December 2008
Job Software Engineer at Chargepoint
Industry Computer Software
Experience
Chargepoint  February 2009 - Present
Charles Schwab   July 2008 - December 2008
Charles Schwab   July 2008 - December 2008

Skills
PHP, JavaScript, Web Services, MySQL, AJAX, Ruby on Rails, Web Development, JSON

Education
South Gujarat University   2000 — 2005
Master in Information Technology

Kelvin You Kelvin You Los Angeles, California Details
Kelvin You's Charles Schwab Experience 2009 - 2011
Job Chief Amazement Officer at ColorQuartz
Industry Building Materials
Experience
ColorQuartz   2011 - Present
Charles Schwab   2009 - 2011
Bank of America  2008 - 2009

Skills
Marketing Strategy, Customer Service, Strategy, Business Strategy, Project Management

Education
Shanghai Jiao Tong University
Master of Business Administration (M.B.A.), Business Administration and Management, General

USC Marshall School of Business
Bachelor’s Degree, Business Administration and Management, General

Ed Budd Jr. Ed Budd Jr. Waterford, New York Details
Ed Budd Jr.'s Charles Schwab Experience April 1997 - November 2007
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  May 2009 - Present
Bancnorth Investment Group of TD Banknorth   May 2008 - May 2009
Charles Schwab   April 1997 - November 2007
The Family Investment Services Inc.   1995 - 1997
Merrill Lynch  1993 - 1995

Skills
Investments, Customer Service, Sales Management, Portfolio Management, Financial Services, Trade Compliance, Risk Management, Financial Analysis, Complaint Management, Finance, Banking, Credit, Loans, Regulatory Compliance, Series 7, Series 63, Series 65, Series 9, Series 10, Life Insurance, Variable Annuities, Fixed Annuities

Education
Siena College
Bachelor’s Degree, Finance, General

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