Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Amy Williams Amy Williams's Charles Schwab Experience February 2013 - June 2015
Job Agile Software Program Manager
Industry Information Technology and Services
Experience
Lifesize, a division of Logitech July 2015 - Present
Charles Schwab February 2013 - June 2015
Optaros March 2011 - February 2013
Devis January 2010 - March 2011
Optaros November 2007 - 2008
Near Infinity Corporation January 2006 - September 2007
Central Intelligence Agency September 2003 - December 2005
Skills
Agile Methodologies, Scrum, Agile Project Management, Business Process, E-commerce, Management, Product Management, Project Management, Release Management, SDLC, Software Development, Software Project..., User Interface Design
Education
University of Baltimore 2005 — 2007
Masters in Business Administration
Texas A&M University 1999 — 2003
Computer Science
Lifesize, a division of Logitech July 2015 - Present
Charles Schwab February 2013 - June 2015
Optaros March 2011 - February 2013
Devis January 2010 - March 2011
Optaros November 2007 - 2008
Near Infinity Corporation January 2006 - September 2007
Central Intelligence Agency September 2003 - December 2005
Skills
Agile Methodologies, Scrum, Agile Project Management, Business Process, E-commerce, Management, Product Management, Project Management, Release Management, SDLC, Software Development, Software Project..., User Interface Design
Education
University of Baltimore 2005 — 2007
Masters in Business Administration
Texas A&M University 1999 — 2003
Computer Science
Genevieve Darrouzet Genevieve Darrouzet's Charles Schwab Experience December 2009 - October 2013
Job Advancement Services Coordinator at Good Shepherd Episcopal School
Industry Primary/Secondary Education
Experience
Good Shepherd Episcopal School April 2015 - Present
Good Shepherd Episcopal School October 2013 - Present
Charles Schwab December 2009 - October 2013
Texas A&M University May 2009 - August 2009
Skills
Microsoft Office, Event Planning, Creative Problem Solving, Customer Experience, Multi Tasking, Adaptability, Organization &..., Nonprofits, Newsletters, Data Analysis, Quantitative Research, Accounting, Stewardship, Social Media, Website Updating, Sales, Online Communications, Building Relationships
Education
Texas A&M University 2005 — 2009
Interdisciplinary Studies - Technology Management, Minor in Business
Good Shepherd Episcopal School April 2015 - Present
Good Shepherd Episcopal School October 2013 - Present
Charles Schwab December 2009 - October 2013
Texas A&M University May 2009 - August 2009
Skills
Microsoft Office, Event Planning, Creative Problem Solving, Customer Experience, Multi Tasking, Adaptability, Organization &..., Nonprofits, Newsletters, Data Analysis, Quantitative Research, Accounting, Stewardship, Social Media, Website Updating, Sales, Online Communications, Building Relationships
Education
Texas A&M University 2005 — 2009
Interdisciplinary Studies - Technology Management, Minor in Business
Kent Metschan Kent Metschan's Charles Schwab Experience 1998 - 2004
Job Product Manager of Credit Analytics at Triple Point Technology
Industry Computer Software
Experience
Triple Point Technology 2007 - July 2015
Great Point Capital LLC 2005 - 2007
Kershner Trading Group 2004 - 2005
Charles Schwab 1998 - 2004
Skills
Derivatives, Credit Analysis, Business Analysis, Enterprise Software, Product Management, Software Project..., Agile Methodologies, Requirements Analysis, SaaS, Trading Systems, Business Intelligence, SDLC, Software Development, Trading, Integration, SQL, Business Process, Risk Management, Commodity, Pre-sales
Education
Texas A&M University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Triple Point Technology 2007 - July 2015
Great Point Capital LLC 2005 - 2007
Kershner Trading Group 2004 - 2005
Charles Schwab 1998 - 2004
Skills
Derivatives, Credit Analysis, Business Analysis, Enterprise Software, Product Management, Software Project..., Agile Methodologies, Requirements Analysis, SaaS, Trading Systems, Business Intelligence, SDLC, Software Development, Trading, Integration, SQL, Business Process, Risk Management, Commodity, Pre-sales
Education
Texas A&M University 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
David Jamison, CFP® David Jamison, CFP®'s Charles Schwab Experience May 2011 - Present
Job Investment Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.)
Charles Schwab May 2011 - Present
Education
Texas A&M University 2006 — 2011
Bachelor of Science (B.S.)
Chris Borthwick Chris Borthwick's Charles Schwab Experience June 2008 - December 2010
Job Financial Analyst
Industry Financial Services
Experience
Austin Independent School District August 2015 - Present
CSIdentity April 2015 - July 2015
OneWest Bank January 2012 - April 2015
Charles Schwab June 2008 - December 2010
Charles Schwab July 2003 - June 2008
Guaranty Bank January 2003 - June 2008
Skills
Training, Accounting, Banking, Finance, Leadership, Credit, Customer Service, Investments, Risk Management, Portfolio Management
Education
Texas State University 2003 — 2008
Bachelors, Business Management
Austin Independent School District August 2015 - Present
CSIdentity April 2015 - July 2015
OneWest Bank January 2012 - April 2015
Charles Schwab June 2008 - December 2010
Charles Schwab July 2003 - June 2008
Guaranty Bank January 2003 - June 2008
Skills
Training, Accounting, Banking, Finance, Leadership, Credit, Customer Service, Investments, Risk Management, Portfolio Management
Education
Texas State University 2003 — 2008
Bachelors, Business Management
Katie Laas Katie Laas's Charles Schwab Experience 2008 - 2008
Job President, Strategic Events & Experiences, LLC
Industry Marketing and Advertising
Experience
Strategic Events & Experiences, LLC 2008 - Present
Napa Valley Film Festival November 2012 - Present
Amazon Web Services 2012 - Present
Microsoft 2011 - Present
Salesforce.com 2009 - 2011
Workday 2008 - 2009
Charles Schwab 2008 - 2008
People Soft January 2004 - February 2005
TomorrowNow August 2001 - December 2003
Skills
Demand Generation, Advertising, Analytics, Event Management, Email Marketing, Lead Generation, Integrated Marketing, Cross-functional Team..., Marketing Communications, Digital Marketing, Direct Marketing, Marketing Strategy, CRM, Strategy, Marketing
Education
Texas A&M University
BA, French
Strategic Events & Experiences, LLC 2008 - Present
Napa Valley Film Festival November 2012 - Present
Amazon Web Services 2012 - Present
Microsoft 2011 - Present
Salesforce.com 2009 - 2011
Workday 2008 - 2009
Charles Schwab 2008 - 2008
People Soft January 2004 - February 2005
TomorrowNow August 2001 - December 2003
Skills
Demand Generation, Advertising, Analytics, Event Management, Email Marketing, Lead Generation, Integrated Marketing, Cross-functional Team..., Marketing Communications, Digital Marketing, Direct Marketing, Marketing Strategy, CRM, Strategy, Marketing
Education
Texas A&M University
BA, French
Audrey Farias Audrey Farias's Charles Schwab Experience October 2008 - October 2014
Job Senior Participant Services Representative at Charles Schwab
Industry Financial Services
Experience
Texas Comptroller of Public Accounts October 2014 - Present
Charles Schwab October 2008 - October 2014
Johnston & Murphy August 2005 - August 2007
Merrill Lynch May 2006 - July 2006
Skills
Series 7, Series 66, Time Management, Portfolio Management, Investments, Uniform Combined State..., Finacial Management, Team Leadership, Training, Finance, Retail, Sales
Education
Texas State University-San Marcos 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Texas Comptroller of Public Accounts October 2014 - Present
Charles Schwab October 2008 - October 2014
Johnston & Murphy August 2005 - August 2007
Merrill Lynch May 2006 - July 2006
Skills
Series 7, Series 66, Time Management, Portfolio Management, Investments, Uniform Combined State..., Finacial Management, Team Leadership, Training, Finance, Retail, Sales
Education
Texas State University-San Marcos 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Jan Hier-King Jan Hier-King's Charles Schwab Experience 2008 - October 2011
Job Entrepreneur & Board Member
Industry Financial Services
Experience
Bicycle Financial, Inc. January 2012 - Present
CorpU November 2012 - Present
Charles Schwab 2008 - October 2011
Charles Schwab 2007 - 2008
Charles Schwab 2004 - 2007
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1994 - 1995
Education
Syracuse University
BA, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
MA, Economics
Bicycle Financial, Inc. January 2012 - Present
CorpU November 2012 - Present
Charles Schwab 2008 - October 2011
Charles Schwab 2007 - 2008
Charles Schwab 2004 - 2007
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Charles Schwab 1994 - 1995
Education
Syracuse University
BA, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
MA, Economics
Jonathan Formby Jonathan Formby's Charles Schwab Experience May 2010 - July 2011
Job Product Manager at MatterHackers, Inc.
Industry Consumer Electronics
Experience
MatterHackers, Inc. April 2014 - Present
Clover Wireless March 2013 - April 2014
Safeway July 2011 - February 2013
Charles Schwab May 2010 - July 2011
Taylor University Center for Research and Innovation May 2009 - June 2010
Taylor University January 2008 - May 2010
Skills
MS Project, MS Office Suite, Project Planning, Data Analysis, Research, Microsoft Office, Microsoft Excel, Strategic Planning, Leadership, Project Management, Management, PowerPoint, Marketing, Analysis, Team Building, Microsoft Word, Social Media, Customer Service, Marketing Strategy, Financial Analysis, Product Development, Budgets, Market Research, Public Relations, Business Strategy
Education
Taylor University 2007 — 2010
Bachelor of Arts (B.A.), English Writting
MatterHackers, Inc. April 2014 - Present
Clover Wireless March 2013 - April 2014
Safeway July 2011 - February 2013
Charles Schwab May 2010 - July 2011
Taylor University Center for Research and Innovation May 2009 - June 2010
Taylor University January 2008 - May 2010
Skills
MS Project, MS Office Suite, Project Planning, Data Analysis, Research, Microsoft Office, Microsoft Excel, Strategic Planning, Leadership, Project Management, Management, PowerPoint, Marketing, Analysis, Team Building, Microsoft Word, Social Media, Customer Service, Marketing Strategy, Financial Analysis, Product Development, Budgets, Market Research, Public Relations, Business Strategy
Education
Taylor University 2007 — 2010
Bachelor of Arts (B.A.), English Writting
Mary Tompkins Mary Tompkins's Charles Schwab Experience November 2009 - November 2010
Job Senior Software Test Manager at General Motors
Industry Automotive
Experience
General Motors March 2013 - Present
Lumeris July 2012 - March 2013
Dell November 2010 - July 2012
Charles Schwab November 2009 - November 2010
Dell, inc. June 2008 - November 2009
Dell, Inc. November 2004 - June 2008
Neopost October 2003 - November 2004
Zone Trading Partners, LLC. May 2003 - October 2003
Firemans Fund Insurance Company July 2002 - May 2003
Dell September 2000 - July 2002
Skills
Test Automation, Testing, Risk Management, Quality Assurance, QTP, SDLC, Software Quality..., Requirements Analysis, Test Director, Software Development, Quality Center, SQL, Test Planning, Test Management, Visio, Process Improvement, Test Cases, MS Project, Unix
Education
Texas A&M University 1991 — 1995
BS, Geophysics
R.L. Paschal High School (Ft. Worth, TX) 1987 — 1991
General Motors March 2013 - Present
Lumeris July 2012 - March 2013
Dell November 2010 - July 2012
Charles Schwab November 2009 - November 2010
Dell, inc. June 2008 - November 2009
Dell, Inc. November 2004 - June 2008
Neopost October 2003 - November 2004
Zone Trading Partners, LLC. May 2003 - October 2003
Firemans Fund Insurance Company July 2002 - May 2003
Dell September 2000 - July 2002
Skills
Test Automation, Testing, Risk Management, Quality Assurance, QTP, SDLC, Software Quality..., Requirements Analysis, Test Director, Software Development, Quality Center, SQL, Test Planning, Test Management, Visio, Process Improvement, Test Cases, MS Project, Unix
Education
Texas A&M University 1991 — 1995
BS, Geophysics
R.L. Paschal High School (Ft. Worth, TX) 1987 — 1991
Charles Cowgill Charles Cowgill's Charles Schwab Experience June 2006 - Present
Job Financial Service Professional
Industry Financial Services
Experience
Charles Schwab June 2006 - Present
Skills
Series 7, Series 63, IRAs, Investments, Financial Analysis, Series 9, AAMS, Series 10
Education
Taylor University 2007 — 2008
MBA
Taylor University 2002 — 2006
BS, Finance
Charles Schwab June 2006 - Present
Skills
Series 7, Series 63, IRAs, Investments, Financial Analysis, Series 9, AAMS, Series 10
Education
Taylor University 2007 — 2008
MBA
Taylor University 2002 — 2006
BS, Finance
Amythest Jones Amythest Jones's Charles Schwab Experience January 2013 - Present
Job Talent Advisor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Bank of America November 2006 - January 2013
Bank of America June 2004 - November 2006
Bank of America September 2001 - May 2004
Bank of America July 1997 - September 2001
Skills
Talent Acquisition, Operational Excellence, Process Excellence, Associate Development, Personnel Recruiting, Customer Satisfaction, Training, Organizational..., Project Work, Peer Mentoring, Sourcing, Temporary Placement, Interviews, Personnel Selection, Management, Onboarding, Recruiting, Performance Management, Banking, Customer Service
Education
Texas A&M University 1998 — 2003
Bachelor of Sicence, Psychology
Klein Forest High School 1992 — 1996
HS
Charles Schwab January 2013 - Present
Bank of America November 2006 - January 2013
Bank of America June 2004 - November 2006
Bank of America September 2001 - May 2004
Bank of America July 1997 - September 2001
Skills
Talent Acquisition, Operational Excellence, Process Excellence, Associate Development, Personnel Recruiting, Customer Satisfaction, Training, Organizational..., Project Work, Peer Mentoring, Sourcing, Temporary Placement, Interviews, Personnel Selection, Management, Onboarding, Recruiting, Performance Management, Banking, Customer Service
Education
Texas A&M University 1998 — 2003
Bachelor of Sicence, Psychology
Klein Forest High School 1992 — 1996
HS
Jessica A. Mayfield Jessica A. Mayfield's Charles Schwab Experience January 2014 - Present
Job Account Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab January 2014 - Present
nFusion August 2011 - June 2013
Enfatico May 2010 - August 2011
LatinWorks September 2005 - March 2010
Tocquigny January 2005 - September 2005
National Instruments November 2000 - June 2004
LatinWorks September 1999 - November 2000
Austin-American Statesman September 1998 - September 1999
Skills
Integrated Marketing, Advertising, Online Marketing, Interactive Marketing, Digital Marketing, Digital Strategy, Marketing Communications, Hispanic Market, International Marketing, Marketing, Strategy, Competitive Analysis, Media Planning, Account Management, Creative Direction, CRM
Education
Texas State University 1994 — 1998
BA, Mass Communications: Advertising
Charles Schwab January 2014 - Present
nFusion August 2011 - June 2013
Enfatico May 2010 - August 2011
LatinWorks September 2005 - March 2010
Tocquigny January 2005 - September 2005
National Instruments November 2000 - June 2004
LatinWorks September 1999 - November 2000
Austin-American Statesman September 1998 - September 1999
Skills
Integrated Marketing, Advertising, Online Marketing, Interactive Marketing, Digital Marketing, Digital Strategy, Marketing Communications, Hispanic Market, International Marketing, Marketing, Strategy, Competitive Analysis, Media Planning, Account Management, Creative Direction, CRM
Education
Texas State University 1994 — 1998
BA, Mass Communications: Advertising
Jason Shepard Jason Shepard's Charles Schwab Experience 2015 - Present
Job Participant Services Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2015 - Present
Pour House Pints and Pies October 2013 - Present
Mugshots November 2006 - September 2013
Skills
Microsoft Excel, Food, Hospitality Management, Microsoft Office, Teamwork, Financial Reporting, Econometrics, Statistical Data..., Economic Modeling, Analysis, Finance, Economics, Coaching, Marketing
Education
The University of Texas at Austin 2012 — 2014
Bachelor of Arts, Economics and Business, 3.91
Texas State University 2001 — 2002
N/A, Physics
Charles Schwab 2015 - Present
Pour House Pints and Pies October 2013 - Present
Mugshots November 2006 - September 2013
Skills
Microsoft Excel, Food, Hospitality Management, Microsoft Office, Teamwork, Financial Reporting, Econometrics, Statistical Data..., Economic Modeling, Analysis, Finance, Economics, Coaching, Marketing
Education
The University of Texas at Austin 2012 — 2014
Bachelor of Arts, Economics and Business, 3.91
Texas State University 2001 — 2002
N/A, Physics
Celina Hernandez Celina Hernandez's Charles Schwab Experience September 2014 - Present
Job Accounts Solutions Representative at Charles Schwab
Industry Restaurants
Experience
Charles Schwab September 2014 - Present
The Sushi Place January 2013 - December 2013
The Sushi Place January 2012 - December 2013
Hollister Co. January 2010 - August 2010
Skills
Interviews, Payroll, Inventory Control, Loss Prevention, Inventory Management, Customer Service, Time Management, Restaurants, Retail, Food Service, Customer Satisfaction, Food & Beverage, Social Networking, Sales, Management, Teamwork, Advertising, Social Media, Marketing
Education
The University of Texas at El Paso 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Charles Schwab September 2014 - Present
The Sushi Place January 2013 - December 2013
The Sushi Place January 2012 - December 2013
Hollister Co. January 2010 - August 2010
Skills
Interviews, Payroll, Inventory Control, Loss Prevention, Inventory Management, Customer Service, Time Management, Restaurants, Retail, Food Service, Customer Satisfaction, Food & Beverage, Social Networking, Sales, Management, Teamwork, Advertising, Social Media, Marketing
Education
The University of Texas at El Paso 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey 2005 — 2005
Brant Bommarito Brant Bommarito's Charles Schwab Experience 2006 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Rêv Worldwide September 2013 - Present
Charles Schwab 2006 - 2013
State of Texas January 2006 - May 2006
Skills
•Accounting /..., •401(k) Account..., •Non-Qualified Plan..., •Assist with Internal..., •Internal Control..., •Process Flow Analysis..., •Strategic Planning, •Advanced Variance..., •Productivity Analysis..., •Risk Assessment /..., •Participant Quarterly..., •GL Accounting, •Forensic Financial..., •Advanced..., •Conversion to Omnibus..., •System Design /..., •Due Diligence, •Service Clients and ..., Mutual Funds, Process Improvement, Microsoft Excel, Account Reconciliation, Accounting, Management, Financial Analysis, Risk Management
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Rêv Worldwide September 2013 - Present
Charles Schwab 2006 - 2013
State of Texas January 2006 - May 2006
Skills
•Accounting /..., •401(k) Account..., •Non-Qualified Plan..., •Assist with Internal..., •Internal Control..., •Process Flow Analysis..., •Strategic Planning, •Advanced Variance..., •Productivity Analysis..., •Risk Assessment /..., •Participant Quarterly..., •GL Accounting, •Forensic Financial..., •Advanced..., •Conversion to Omnibus..., •System Design /..., •Due Diligence, •Service Clients and ..., Mutual Funds, Process Improvement, Microsoft Excel, Account Reconciliation, Accounting, Management, Financial Analysis, Risk Management
Education
Texas State University-San Marcos 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Doug Cochran Doug Cochran's Charles Schwab Experience November 1996 - March 1998
Job Wealth Manager LPL Financial, 2012, 2013 & 2014 Five Star Wealth Manager
Industry Financial Services
Experience
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
LPL Financial November 2006 - Present
Banc of America Investments November 2000 - October 2006
JP Morgan Chase April 1998 - October 2000
Charles Schwab November 1996 - March 1998
Fidelity Investments May 1995 - February 1997
Edward Jones February 1993 - April 1995
Skills
Securities, Strategic Financial..., Financial Goals, Investment Advisory, Retirement Planning, Wealth Management, Estate Planning, Series 65, Investments, Series 7, IRAs, 401k Rollovers, Financial Advisory, Insurance, Fixed Annuities, Mutual Funds, Equities, 401k, Finance, Retirement, Financial Services, FINRA, Bonds, Uniform Combined State..., Life Insurance, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management
Education
Texas State University-San Marcos 1988 — 1992
Bachelor of Arts, Political Science
Jesse Fox, CFA Jesse Fox, CFA's Charles Schwab Experience 2000 - 2002
Job Securities Industry Professional
Industry Financial Services
Experience
NFP December 2010 - April 2012
National Financial Partners July 2006 - July 2007
Charles Schwab (CyberTrader) January 2006 - June 2006
Charles Schwab (CyberTrader) October 2003 - January 2006
Charles Schwab 2000 - 2002
Skills
Risk Management, Business Relationship..., Trend Analysis, Mutual Funds, Due Diligence, Series 63, Project Management, Finance, Sales, FINRA, Series 7, Securities, Financial Services, Relationship Management, Business Development, Equities, Portfolio Management
Education
University of Colorado Denver 2015 — 2017
Master of Science (MS), Accounting - Information Systems Audit and Control
Tecnológico de Monterrey 1999 — 2000
International Studies, Finance/ Trade
The University of Texas at Austin
BA, Economics
NFP December 2010 - April 2012
National Financial Partners July 2006 - July 2007
Charles Schwab (CyberTrader) January 2006 - June 2006
Charles Schwab (CyberTrader) October 2003 - January 2006
Charles Schwab 2000 - 2002
Skills
Risk Management, Business Relationship..., Trend Analysis, Mutual Funds, Due Diligence, Series 63, Project Management, Finance, Sales, FINRA, Series 7, Securities, Financial Services, Relationship Management, Business Development, Equities, Portfolio Management
Education
University of Colorado Denver 2015 — 2017
Master of Science (MS), Accounting - Information Systems Audit and Control
Tecnológico de Monterrey 1999 — 2000
International Studies, Finance/ Trade
The University of Texas at Austin
BA, Economics
Harvey Strait Harvey Strait's Charles Schwab Experience 2000 - 2003
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2007 - Present
National Financial Partners 2004 - 2007
Executive Compensation Institute (M Financial Member Firm), 2003 - 2004
Charles Schwab 2000 - 2003
Skills
Life Insurance, Retirement Planning, Estate Planning, Series 7, Executive Benefits, Long Term Care, Advanced Sales, Series 26
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance, General
Pacific Life Insurance Company June 2007 - Present
National Financial Partners 2004 - 2007
Executive Compensation Institute (M Financial Member Firm), 2003 - 2004
Charles Schwab 2000 - 2003
Skills
Life Insurance, Retirement Planning, Estate Planning, Series 7, Executive Benefits, Long Term Care, Advanced Sales, Series 26
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance, General
Debra Pound Debra Pound's Charles Schwab Experience April 2006 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2006 - Present
Wells Real Estate Funds February 2004 - April 2006
PaineWebber 2000 - 2004
Skills
Series 7, Series 63, Relationship Management, Sales and Marketing, Public Speaking, Business Consulting, Practice Management, Account Management, Asset Management, Management Consulting, Process Improvement
Education
Columbia University Teachers College 1990 — 1991
Psychology
Winthrop University 1978 — 1982
BA, English
Rock Hill High School
Charles Schwab April 2006 - Present
Wells Real Estate Funds February 2004 - April 2006
PaineWebber 2000 - 2004
Skills
Series 7, Series 63, Relationship Management, Sales and Marketing, Public Speaking, Business Consulting, Practice Management, Account Management, Asset Management, Management Consulting, Process Improvement
Education
Columbia University Teachers College 1990 — 1991
Psychology
Winthrop University 1978 — 1982
BA, English
Rock Hill High School
Laurel (Perry) Hernandez Laurel (Perry) Hernandez's Charles Schwab Experience October 2013 - Present
Job Specialist, Asset Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Skills
Customer Service, Accounting, Team Building, Risk Management, Banking, Training Delivery, Team Facilitation, Trading, Finance, Microsoft Excel, PowerPoint, Research, Sales, Social Media Marketing
Education
Texas Lutheran University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charles Schwab October 2013 - Present
Skills
Customer Service, Accounting, Team Building, Risk Management, Banking, Training Delivery, Team Facilitation, Trading, Finance, Microsoft Excel, PowerPoint, Research, Sales, Social Media Marketing
Education
Texas Lutheran University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Craig Gholston Craig Gholston's Charles Schwab Experience 2007 - 2011
Job Liquidation Channel
Industry Accounting
Experience
Liquidation Channel June 2012 - Present
Charles Schwab 2007 - 2011
Gen-X Invest! September 1995 - September 2000
Franklin Templeton Investments August 1988 - August 1995
Skills
Chargebacks, Excel, Day Trading, Apple Software
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Texas A&M University 1983 — 1986
Business Administration and Management, General
Liquidation Channel June 2012 - Present
Charles Schwab 2007 - 2011
Gen-X Invest! September 1995 - September 2000
Franklin Templeton Investments August 1988 - August 1995
Skills
Chargebacks, Excel, Day Trading, Apple Software
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Texas A&M University 1983 — 1986
Business Administration and Management, General
Emma Arce Emma Arce's Charles Schwab Experience September 2009 - December 2010
Job User Interface Engineer at General Motors
Industry Information Technology and Services
Experience
General Motors April 2015 - Present
NextGen Healthcare March 2013 - April 2015
AMD October 2011 - February 2013
National Financial Partners March 2011 - October 2011
Charles Schwab September 2009 - December 2010
ACS, A Xerox Company November 2007 - August 2009
Liberty Source October 2007 - November 2007
St. Edward's University November 2001 - July 2006
Thinkwell September 1999 - August 2001
ITESM January 1996 - July 1999
Skills
HTML, JavaScript, jQuery, Advanced CSS, ColdFusion, Visual Studio, Agile, ASP.NET MVC, User Interface Design, Photoshop, XHTML, Accessibility, Agile Methodologies, HTML 5, Microsoft SQL Server, Front-end, Subversion, AngularJS, SASS, Compass, LESS, Twitter Bootstrap, Balsamiq Mockups, SQL Server 2000-2008, Selenium, Web Development, Usability, CSS3, Web Applications, CSS, HTML5
Education
Tecnológico de Monterrey 1996 — 1998
Master's degree, Information Technology Management
Tecnológico de Monterrey 1991 — 1995
Chemical and Systems Engineering, Chemistry, Systems
Jose Vasconcelos 1988 — 1990
General Motors April 2015 - Present
NextGen Healthcare March 2013 - April 2015
AMD October 2011 - February 2013
National Financial Partners March 2011 - October 2011
Charles Schwab September 2009 - December 2010
ACS, A Xerox Company November 2007 - August 2009
Liberty Source October 2007 - November 2007
St. Edward's University November 2001 - July 2006
Thinkwell September 1999 - August 2001
ITESM January 1996 - July 1999
Skills
HTML, JavaScript, jQuery, Advanced CSS, ColdFusion, Visual Studio, Agile, ASP.NET MVC, User Interface Design, Photoshop, XHTML, Accessibility, Agile Methodologies, HTML 5, Microsoft SQL Server, Front-end, Subversion, AngularJS, SASS, Compass, LESS, Twitter Bootstrap, Balsamiq Mockups, SQL Server 2000-2008, Selenium, Web Development, Usability, CSS3, Web Applications, CSS, HTML5
Education
Tecnológico de Monterrey 1996 — 1998
Master's degree, Information Technology Management
Tecnológico de Monterrey 1991 — 1995
Chemical and Systems Engineering, Chemistry, Systems
Jose Vasconcelos 1988 — 1990
Armando Cardenas-Nolazco's Charles Schwab Experience October 1998 - March 2000
Job Chief Technology Officer
Industry Online Media
Experience
Independent Consultant June 2009 - Present
The Knot, Inc. a Hummer-Winblad Company December 2004 - August 2008
Harcourt Assessment a Reed Elsevier Company June 2003 - November 2004
DevX.com Inc. a Hummer-Winblad Company December 2001 - May 2003
BroadVision Management Consulting January 2001 - December 2001
Dean and Deluca a Hummer-Winblad Company March 2000 - December 2000
Charles Schwab October 1998 - March 2000
SBC Communications (AT&T) January 1993 - July 1998
Kaiser Permanente December 1991 - January 1993
Various Companies December 1981 - December 1991
Skills
Integration, E-commerce, Requirements Analysis, IT Strategy, Enterprise Architecture, Business Process..., Strategy, Information Technology, Start-ups, Software Project..., Vendor Management
Education
Tecnológico de Monterrey 1978 — 1981
Bachelors, Computer Sciences
Independent Consultant June 2009 - Present
The Knot, Inc. a Hummer-Winblad Company December 2004 - August 2008
Harcourt Assessment a Reed Elsevier Company June 2003 - November 2004
DevX.com Inc. a Hummer-Winblad Company December 2001 - May 2003
BroadVision Management Consulting January 2001 - December 2001
Dean and Deluca a Hummer-Winblad Company March 2000 - December 2000
Charles Schwab October 1998 - March 2000
SBC Communications (AT&T) January 1993 - July 1998
Kaiser Permanente December 1991 - January 1993
Various Companies December 1981 - December 1991
Skills
Integration, E-commerce, Requirements Analysis, IT Strategy, Enterprise Architecture, Business Process..., Strategy, Information Technology, Start-ups, Software Project..., Vendor Management
Education
Tecnológico de Monterrey 1978 — 1981
Bachelors, Computer Sciences
Hannah Strebe Hannah Strebe's Charles Schwab Experience August 2014 - Present
Job Associate Financial Service Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Hurricane Harry's August 2012 - Present
Skills
Agriculture, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Teamwork, Research, Microsoft Excel, Time Management
Education
Texas A&M University 2012 — 2014
Bachelor of Science (BS), Agricultural Business and Management
Texas A&M University-Corpus Christi
Charles Schwab August 2014 - Present
Hurricane Harry's August 2012 - Present
Skills
Agriculture, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Teamwork, Research, Microsoft Excel, Time Management
Education
Texas A&M University 2012 — 2014
Bachelor of Science (BS), Agricultural Business and Management
Texas A&M University-Corpus Christi
Ian Arellano's Charles Schwab Experience November 2013 - Present
Job Representative Retirement Participant Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
New York Life Insurance Company June 2012 - September 2013
Best Buy August 2011 - July 2012
Education
Texas State University-San Marcos 2008 — 2011
Bachelors in Political Science, Liberal Arts and Sciences
James Bowie High School 2002 — 2006
Charles Schwab November 2013 - Present
New York Life Insurance Company June 2012 - September 2013
Best Buy August 2011 - July 2012
Education
Texas State University-San Marcos 2008 — 2011
Bachelors in Political Science, Liberal Arts and Sciences
James Bowie High School 2002 — 2006
Mary Ellen (Kelly) Miele Mary Ellen (Kelly) Miele's Charles Schwab Experience September 1993 - May 1997
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
River Valley Financial Advisors, An Independent Firm February 2013 - Present
Morgan Stanley Wealth Management May 1997 - February 2013
Charles Schwab September 1993 - May 1997
Education
Temple University
Bachelor of Arts & Sciences, Spanish, Portuguese, Business Translation
River Valley Financial Advisors, An Independent Firm February 2013 - Present
Morgan Stanley Wealth Management May 1997 - February 2013
Charles Schwab September 1993 - May 1997
Education
Temple University
Bachelor of Arts & Sciences, Spanish, Portuguese, Business Translation
Jason Leggett Jason Leggett's Charles Schwab Experience May 1999 - June 2008
Job VP Application Engineering at Malauzai Software Inc
Industry Computer Software
Experience
Malauzai Software Inc 2011 - Present
Vivox July 2008 - March 2011
Charles Schwab May 1999 - June 2008
Skills
Software Development, Integration, Start-ups, Testing, JavaScript, SQL, C#, Software Project..., PHP, Training, Product Development, Python, HTML, Security, TCP/IP, Integrated Marketing
Education
Texas State University-San Marcos 1996 — 1998
B.S., Psychology
Malauzai Software Inc 2011 - Present
Vivox July 2008 - March 2011
Charles Schwab May 1999 - June 2008
Skills
Software Development, Integration, Start-ups, Testing, JavaScript, SQL, C#, Software Project..., PHP, Training, Product Development, Python, HTML, Security, TCP/IP, Integrated Marketing
Education
Texas State University-San Marcos 1996 — 1998
B.S., Psychology
Ben Franks Ben Franks's Charles Schwab Experience February 2014 - June 2014
Job Desktop Technician
Industry Computer Hardware
Experience
Trusource Labs December 2014 - Present
Charles Schwab February 2014 - June 2014
St. David's Medical Center September 2013 - December 2013
Dell/Seton October 2012 - April 2013
Unisys January 2011 - October 2012
teleNetwork October 2009 - June 2010
teleNetwork October 2008 - October 2009
US Army August 1987 - February 1989
Skills
Computer Repair, Computer Hardware, Proofreading, Computer Troubleshooting, Windows XP, Windows 7, Microsoft Office, XP, Operating Systems, Windows Server, Laptops, Printers, Troubleshooting, Hardware, Help Desk Support, Technical Support, Software Installation, Antivirus, Networking, Remote Desktop, Desktop Computers, Routers, DHCP, Windows Vista, LAN-WAN, System Deployment, Windows XP Pro, Wireless Networking, A+ Certified, Hardware Support, Workstations
Education
Tarleton State University 1996 — 1999
Bachelor of Science (BS) (Incomplete), Computer Information Systems
Trusource Labs December 2014 - Present
Charles Schwab February 2014 - June 2014
St. David's Medical Center September 2013 - December 2013
Dell/Seton October 2012 - April 2013
Unisys January 2011 - October 2012
teleNetwork October 2009 - June 2010
teleNetwork October 2008 - October 2009
US Army August 1987 - February 1989
Skills
Computer Repair, Computer Hardware, Proofreading, Computer Troubleshooting, Windows XP, Windows 7, Microsoft Office, XP, Operating Systems, Windows Server, Laptops, Printers, Troubleshooting, Hardware, Help Desk Support, Technical Support, Software Installation, Antivirus, Networking, Remote Desktop, Desktop Computers, Routers, DHCP, Windows Vista, LAN-WAN, System Deployment, Windows XP Pro, Wireless Networking, A+ Certified, Hardware Support, Workstations
Education
Tarleton State University 1996 — 1999
Bachelor of Science (BS) (Incomplete), Computer Information Systems
Soonie Suh's Charles Schwab Experience 1999 - 2000
Job Sr. Workforce Analyst
Industry Human Resources
Experience
in the Financial Services Industry June 2013 - Present
in the Financial Services Industry December 2011 - Present
UDR December 2010 - December 2011
Qwest Communications November 2001 - August 2010
Charles Schwab 1999 - 2000
Key Bank 1995 - 1998
Skills
Process Improvement, Budgets, Vendor Management, Forecasting, Performance Management, Management, Telecommunications, Sales, Customer Service, Retail, Customer Retention, Direct Sales, Deferred Compensation, Program Management, Strategic Planning, Financial Modeling, Microsoft Excel, Leadership, Project Management, Negotiation, Customer Satisfaction, Contract Negotiation, Team Building, Change Management, Operations Management, Visio, Business Analysis, Account Management, Team Leadership, Business Intelligence, Call Center, Financial Analysis, Employee Relations, Outlook, Business Process..., Project Planning, Software Documentation, Business Planning, Analysis, Call Centers, Data Analysis, Strategy, Training, Cross-functional Team..., Competitive Analysis, Access, Business Development, Recruiting, PeopleSoft, Human Resources
Education
University of Denver - Daniels College of Business 1998 — 2001
MBA
Syracuse University 1990 — 1994
BA, International Relations
in the Financial Services Industry June 2013 - Present
in the Financial Services Industry December 2011 - Present
UDR December 2010 - December 2011
Qwest Communications November 2001 - August 2010
Charles Schwab 1999 - 2000
Key Bank 1995 - 1998
Skills
Process Improvement, Budgets, Vendor Management, Forecasting, Performance Management, Management, Telecommunications, Sales, Customer Service, Retail, Customer Retention, Direct Sales, Deferred Compensation, Program Management, Strategic Planning, Financial Modeling, Microsoft Excel, Leadership, Project Management, Negotiation, Customer Satisfaction, Contract Negotiation, Team Building, Change Management, Operations Management, Visio, Business Analysis, Account Management, Team Leadership, Business Intelligence, Call Center, Financial Analysis, Employee Relations, Outlook, Business Process..., Project Planning, Software Documentation, Business Planning, Analysis, Call Centers, Data Analysis, Strategy, Training, Cross-functional Team..., Competitive Analysis, Access, Business Development, Recruiting, PeopleSoft, Human Resources
Education
University of Denver - Daniels College of Business 1998 — 2001
MBA
Syracuse University 1990 — 1994
BA, International Relations
Jeffrey Sonshine Jeffrey Sonshine's Charles Schwab Experience April 2010 - August 2010
Job Private Investor
Industry Financial Services
Experience
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Michael Rundell Michael Rundell's Charles Schwab Experience 2004 - 2009
Job Software Development Professional
Industry Financial Services
Experience
Enterprise Products 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
Charles Schwab 2004 - 2009
CyberTrader 2001 - 2007
Web IQ 2000 - 2001
Sears 1996 - 2000
Skills
Integration, Agile Methodologies, Distributed Systems, Software Development, SOA, Databases, Leadership, Software Project..., Enterprise Software, .NET, SQL, C#, Scrum, Product Management, Quality Assurance, MySQL
Education
Texas State University 1993 — 1996
BS, Computer Science
Enterprise Products 2014 - Present
Bank of America Merrill Lynch 2009 - 2014
Charles Schwab 2004 - 2009
CyberTrader 2001 - 2007
Web IQ 2000 - 2001
Sears 1996 - 2000
Skills
Integration, Agile Methodologies, Distributed Systems, Software Development, SOA, Databases, Leadership, Software Project..., Enterprise Software, .NET, SQL, C#, Scrum, Product Management, Quality Assurance, MySQL
Education
Texas State University 1993 — 1996
BS, Computer Science
Julie Key Julie Key's Charles Schwab Experience January 2011 - Present
Job Sr Manager, Web Solutions at Charles Schwab
Industry Computer Software
Experience
Charles Schwab January 2011 - Present
Keyworks Consulting January 2003 - Present
Surgient November 2006 - November 2007
Vignette October 1999 - January 2003
IBM January 1998 - October 1999
IBM February 1997 - January 1998
IBM June 1995 - February 1997
IBM January 1989 - June 1995
Skills
Enterprise Software, SaaS, Agile Methodologies, Software Development, Cloud Computing, CRM, Software Project..., Scrum, Project Management, PMP, Unix, IT Strategy, Integration, Professional Services, Management, IT Management, Software Engineering, Distributed Systems, System Architecture, Virtualization, Program Management, Architecture, Cross-functional Team..., Technical Leadership, Solution Architecture, Testing, Enterprise Architecture, Security, SDLC, Vendor Management, Mobile Devices, Agile Project Management, SOA, Product Management, Business Intelligence, Requirements Analysis, Consulting, Business Analysis, Business Development, Data Center, PMO
Education
Texas A&M University 1984 — 1988
Bachelor of Science, Computer Science
Charles Schwab January 2011 - Present
Keyworks Consulting January 2003 - Present
Surgient November 2006 - November 2007
Vignette October 1999 - January 2003
IBM January 1998 - October 1999
IBM February 1997 - January 1998
IBM June 1995 - February 1997
IBM January 1989 - June 1995
Skills
Enterprise Software, SaaS, Agile Methodologies, Software Development, Cloud Computing, CRM, Software Project..., Scrum, Project Management, PMP, Unix, IT Strategy, Integration, Professional Services, Management, IT Management, Software Engineering, Distributed Systems, System Architecture, Virtualization, Program Management, Architecture, Cross-functional Team..., Technical Leadership, Solution Architecture, Testing, Enterprise Architecture, Security, SDLC, Vendor Management, Mobile Devices, Agile Project Management, SOA, Product Management, Business Intelligence, Requirements Analysis, Consulting, Business Analysis, Business Development, Data Center, PMO
Education
Texas A&M University 1984 — 1988
Bachelor of Science, Computer Science
Kirk Gholson's Charles Schwab Experience June 2015 - Present
Job Talent Sourcing Advisor through Randstad at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab June 2015 - Present
Aerotek January 2014 - May 2015
Prada August 2012 - December 2013
Louis Vuitton March 2012 - July 2012
Coach July 2010 - March 2012
Nike 2007 - 2010
Skills
Recruiting, Customer Service, Social Networking, Marketing, Advertising, Clienteling, Store Operations, Cold Calling, Business Development, Time Management, Sales, Communication
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Burnet High School 2000 — 2005
Charles Schwab June 2015 - Present
Aerotek January 2014 - May 2015
Prada August 2012 - December 2013
Louis Vuitton March 2012 - July 2012
Coach July 2010 - March 2012
Nike 2007 - 2010
Skills
Recruiting, Customer Service, Social Networking, Marketing, Advertising, Clienteling, Store Operations, Cold Calling, Business Development, Time Management, Sales, Communication
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Burnet High School 2000 — 2005
Sondra Harris Sondra Harris's Charles Schwab Experience November 2000 - April 2009
Job Public Relations Strategist at Wells Fargo Mutual Funds
Industry Public Relations and Communications
Experience
Wells Fargo Mutual Funds May 2013 - Present
Sondra Harris Public Relations 2009 - Present
Charles Schwab November 2000 - April 2009
Fair Isaac 1991 - 2000
Skills
Media Relations, Public Relations, Internal Communications, Corporate Communications, Blogging, Marketing Communications, Message Development, Press Releases, Marketing, Program Management, Strategic Communications, Digital Marketing, Integrated Marketing, Thought Leadership, Copywriting, Strategic Planning, Newsletters, Management, Advertising, Crisis Communications, B2B, Product Launch, Brand Development
Education
Syracuse University
B.A., English, drama
Wells Fargo Mutual Funds May 2013 - Present
Sondra Harris Public Relations 2009 - Present
Charles Schwab November 2000 - April 2009
Fair Isaac 1991 - 2000
Skills
Media Relations, Public Relations, Internal Communications, Corporate Communications, Blogging, Marketing Communications, Message Development, Press Releases, Marketing, Program Management, Strategic Communications, Digital Marketing, Integrated Marketing, Thought Leadership, Copywriting, Strategic Planning, Newsletters, Management, Advertising, Crisis Communications, B2B, Product Launch, Brand Development
Education
Syracuse University
B.A., English, drama
Clyde Langley Clyde Langley's Charles Schwab Experience August 2014 - Present
Job VP Fraud Prevention & Investigations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
DOJ April 1992 - July 2014
Skills
Enforcement, Security, Public Speaking, Criminal Justice, Sarbanes-Oxley, Investigation, Windows, Internal Investigations, Criminal Law, Police, Private Investigations, Fraud, Negotiation, Research, Criminal Investigations, Counterterrorism, Risk Assessment, Critical Thinking, Security Clearance, Government, Emergency Management, Intelligence Analysis, Foreign Relations, Strategic Planning, PowerPoint, Background Checks, Surveillance, Counterintelligence, Bank Secrecy Act, Intelligence, Firearms, Homeland Security, Editing, Interrogation, National Security, Executive Development, Microsoft Office, Evidence Collection, Teaching, Operational Risk..., International Relations, Team Building, Crisis Management, Security Operations, Analysis, Project Management, Policy Analysis, Physical Security, Anti Money Laundering, Risk Management
Education
Texas A&M University 1981 — 1986
Bachelor's Degree, Accounting
Charles Schwab August 2014 - Present
DOJ April 1992 - July 2014
Skills
Enforcement, Security, Public Speaking, Criminal Justice, Sarbanes-Oxley, Investigation, Windows, Internal Investigations, Criminal Law, Police, Private Investigations, Fraud, Negotiation, Research, Criminal Investigations, Counterterrorism, Risk Assessment, Critical Thinking, Security Clearance, Government, Emergency Management, Intelligence Analysis, Foreign Relations, Strategic Planning, PowerPoint, Background Checks, Surveillance, Counterintelligence, Bank Secrecy Act, Intelligence, Firearms, Homeland Security, Editing, Interrogation, National Security, Executive Development, Microsoft Office, Evidence Collection, Teaching, Operational Risk..., International Relations, Team Building, Crisis Management, Security Operations, Analysis, Project Management, Policy Analysis, Physical Security, Anti Money Laundering, Risk Management
Education
Texas A&M University 1981 — 1986
Bachelor's Degree, Accounting
Kendall Smelser's Charles Schwab Experience May 2015 - Present
Job Talent Advisor onsite at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Yum! Brands February 2014 - April 2015
Yum! Brands May 2013 - February 2014
PepsiCo April 2012 - May 2013
PepsiCo March 2011 - April 2012
PepsiCo August 2010 - March 2011
PepsiCo June 2009 - August 2010
Texas PetroChemicals March 2008 - May 2009
Skills
Corporate Communications, Sales, Talent Management, CRM, Press Releases, Public Relations, Sales Operations, Retail, Media Relations, Internal Communications, Recruiting, Talent Acquisition, Human Resources, Coaching, Management, Public Speaking, Marketing, Training, Leadership, Interviews, Account Management, Employee Training, Performance Management, Onboarding
Education
Texas A&M University 2005 — 2009
Bachelor's degree, Communications
Charles Schwab May 2015 - Present
Yum! Brands February 2014 - April 2015
Yum! Brands May 2013 - February 2014
PepsiCo April 2012 - May 2013
PepsiCo March 2011 - April 2012
PepsiCo August 2010 - March 2011
PepsiCo June 2009 - August 2010
Texas PetroChemicals March 2008 - May 2009
Skills
Corporate Communications, Sales, Talent Management, CRM, Press Releases, Public Relations, Sales Operations, Retail, Media Relations, Internal Communications, Recruiting, Talent Acquisition, Human Resources, Coaching, Management, Public Speaking, Marketing, Training, Leadership, Interviews, Account Management, Employee Training, Performance Management, Onboarding
Education
Texas A&M University 2005 — 2009
Bachelor's degree, Communications
Shawn Oxenham Shawn Oxenham's Charles Schwab Experience February 2000 - October 2006
Job Director Institutional Fixed Income Sales at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets January 2014 - Present
Credit Suisse July 2008 - January 2014
Lehman Brothers October 2006 - July 2008
Charles Schwab February 2000 - October 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Trading, Capital Markets, Futures, Banking, Rates, Government Bonds, Financial Risk, Swaps
Education
Syracuse University 1992 — 1996
Bachelor of Science (B.S.), Broadcast Journalism
BMO Capital Markets January 2014 - Present
Credit Suisse July 2008 - January 2014
Lehman Brothers October 2006 - July 2008
Charles Schwab February 2000 - October 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Portfolio Management, Trading, Capital Markets, Futures, Banking, Rates, Government Bonds, Financial Risk, Swaps
Education
Syracuse University 1992 — 1996
Bachelor of Science (B.S.), Broadcast Journalism
Jorge Maciel Jorge Maciel's Charles Schwab Experience June 2015 - Present
Job Finance Manager
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Jones International University November 2014 - May 2015
Cricket Wireless (ATT Mobility) September 2010 - July 2014
TeleTech June 2008 - September 2010
GMAC, LLC April 2004 - May 2008
Prudential Financial (American Skandia) June 2001 - March 2004
American Express Financial Advisors (TeleTech) March 2000 - February 2001
Skills
Spanish, Corporate Finance, Financial Analysis, Financial Reporting, Commercial Lending, Credit, Credit Risk, Financial Modeling, Forecasting, Accounting, Cash Flow, Risk Management, Financial Planning, Hyperion, Excel, Budgeting, Mergers, Portfolio Management, Analysis, Compliance, Access, Account Management, Credit Analysis, Customer Relations, Financial Management, Strategic Planning, Valuation, Microsoft Office, Essbase, General Ledger, Word, Business Analysis, Analytics, Due Diligence, Business Planning, Accounts Receivable, Audit, Loans, Cash Management, Internal Controls, Microsoft Excel, Budgets, Customer Service, Hyperion Enterprise, Strategic Financial..., Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Leadership
Education
University of Denver - Daniels College of Business 2002 — 2004
Master of Science (MS), Finance, 3.71
University of Denver - Daniels College of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business, 3.71
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Charles Schwab June 2015 - Present
Jones International University November 2014 - May 2015
Cricket Wireless (ATT Mobility) September 2010 - July 2014
TeleTech June 2008 - September 2010
GMAC, LLC April 2004 - May 2008
Prudential Financial (American Skandia) June 2001 - March 2004
American Express Financial Advisors (TeleTech) March 2000 - February 2001
Skills
Spanish, Corporate Finance, Financial Analysis, Financial Reporting, Commercial Lending, Credit, Credit Risk, Financial Modeling, Forecasting, Accounting, Cash Flow, Risk Management, Financial Planning, Hyperion, Excel, Budgeting, Mergers, Portfolio Management, Analysis, Compliance, Access, Account Management, Credit Analysis, Customer Relations, Financial Management, Strategic Planning, Valuation, Microsoft Office, Essbase, General Ledger, Word, Business Analysis, Analytics, Due Diligence, Business Planning, Accounts Receivable, Audit, Loans, Cash Management, Internal Controls, Microsoft Excel, Budgets, Customer Service, Hyperion Enterprise, Strategic Financial..., Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Leadership
Education
University of Denver - Daniels College of Business 2002 — 2004
Master of Science (MS), Finance, 3.71
University of Denver - Daniels College of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business, 3.71
Instituto Tecnológico y de Estudios Superiores de Monterrey 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Christine Stanfield Christine Stanfield's Charles Schwab Experience 1997 - 2007
Job VP, Regional Facilities Manager at KeyBank
Industry Banking
Experience
Charles Schwab 1997 - 2007
Healthsoure Indiana, Inc. 1990 - 1995
Skills
Program Management, Facilities Management, Risk Management, Public Speaking, Team Building, Budgets, Management, Contract Negotiation, Vendor Management, Strategic Planning, Project Management, Operations Management, Process Improvement, Microsoft Word, Organizational..., Leadership, Team Leadership, Contract Management
Education
Tennessee Temple University
Business Administration
Charles Schwab 1997 - 2007
Healthsoure Indiana, Inc. 1990 - 1995
Skills
Program Management, Facilities Management, Risk Management, Public Speaking, Team Building, Budgets, Management, Contract Negotiation, Vendor Management, Strategic Planning, Project Management, Operations Management, Process Improvement, Microsoft Word, Organizational..., Leadership, Team Leadership, Contract Management
Education
Tennessee Temple University
Business Administration
Steve Cummings Steve Cummings's Charles Schwab Experience March 2013 - March 2014
Job Marketing Communications Manager
Industry Marketing and Advertising
Experience
IHS November 2014 - March 2015
The NPD Group May 2014 - November 2014
Charles Schwab March 2013 - March 2014
AMD April 2012 - November 2012
Oxford Instruments, Austin Scientific November 2011 - April 2012
Molecular Imprints, Inc. February 2009 - November 2011
Crossroads Systems, Inc. March 2003 - January 2009
Skills
Certified Six Sigma..., Cost Control, Inventory Control, Project Coordination, Microsoft Office, Product Management, Product Marketing, Marketing Communications, Revenue Forecasting, Budget Development, Marketing Management, Competitive Analysis, Cross-functional Team..., Six Sigma, Start-ups, CRM, Integrated Marketing, Program Management, Management, Business Development, Leadership, Process Improvement, Strategic Planning, Project Management, Go-to-market Strategy, Product Launch, E-commerce, Marketing, Demand Generation, Strategy, Strategic Partnerships, SEO, Product Development, Training, Online Marketing, Marketing Strategy
Education
Texas A&M University 1977 — 1980
BS, Industrial Engineering
Vanderbilt University 1973 — 1977
BA, Psychology, Chemistry
IHS November 2014 - March 2015
The NPD Group May 2014 - November 2014
Charles Schwab March 2013 - March 2014
AMD April 2012 - November 2012
Oxford Instruments, Austin Scientific November 2011 - April 2012
Molecular Imprints, Inc. February 2009 - November 2011
Crossroads Systems, Inc. March 2003 - January 2009
Skills
Certified Six Sigma..., Cost Control, Inventory Control, Project Coordination, Microsoft Office, Product Management, Product Marketing, Marketing Communications, Revenue Forecasting, Budget Development, Marketing Management, Competitive Analysis, Cross-functional Team..., Six Sigma, Start-ups, CRM, Integrated Marketing, Program Management, Management, Business Development, Leadership, Process Improvement, Strategic Planning, Project Management, Go-to-market Strategy, Product Launch, E-commerce, Marketing, Demand Generation, Strategy, Strategic Partnerships, SEO, Product Development, Training, Online Marketing, Marketing Strategy
Education
Texas A&M University 1977 — 1980
BS, Industrial Engineering
Vanderbilt University 1973 — 1977
BA, Psychology, Chemistry
Aman Ghavim Aman Ghavim's Charles Schwab Experience January 2007 - October 2007
Job Senior Programmer/Analyst at Raley's Family of Fine Stores
Industry Information Technology and Services
Experience
Raleys February 2015 - Present
TE Connectivity July 2013 - February 2015
Union Bank December 2012 - July 2013
Sempra Energy May 2012 - December 2012
Northrop Grumman Corporation December 2010 - May 2012
Union Bank October 2010 - December 2010
Northrop Grumman Corporation October 2007 - October 2010
Charles Schwab January 2007 - October 2007
University of California July 2006 - January 2007
AT&T July 2004 - August 2005
Skills
TSO, Xpediter, Endeavor, DB2, CICS, IBM Mainframe, z/OS, VSAM, Fileaid, Mainframe, JCL, MVS, COBOL, Easytrieve, IBM Utilities, IMS DB/DC, REXX, QMF, SPUFI, Syncsort
Education
SAP Academy - ABAP Training 1998 — 1998
Texas A&M University-Commerce 1978 — 1981
Master of Science, Commerce; Industry and Technology
Texas A&M University-Commerce 1978 — 1979
Bachelor of Science, Computer Science
Raleys February 2015 - Present
TE Connectivity July 2013 - February 2015
Union Bank December 2012 - July 2013
Sempra Energy May 2012 - December 2012
Northrop Grumman Corporation December 2010 - May 2012
Union Bank October 2010 - December 2010
Northrop Grumman Corporation October 2007 - October 2010
Charles Schwab January 2007 - October 2007
University of California July 2006 - January 2007
AT&T July 2004 - August 2005
Skills
TSO, Xpediter, Endeavor, DB2, CICS, IBM Mainframe, z/OS, VSAM, Fileaid, Mainframe, JCL, MVS, COBOL, Easytrieve, IBM Utilities, IMS DB/DC, REXX, QMF, SPUFI, Syncsort
Education
SAP Academy - ABAP Training 1998 — 1998
Texas A&M University-Commerce 1978 — 1981
Master of Science, Commerce; Industry and Technology
Texas A&M University-Commerce 1978 — 1979
Bachelor of Science, Computer Science
Clay Hammock Clay Hammock's Charles Schwab Experience January 1999 - November 2000
Job Retired Appraiser
Industry Real Estate
Experience
Clay Hammock Appraisals January 2009 - December 2013
Brennan Appraisal Services November 2001 - December 2013
Charles Schwab January 1999 - November 2000
Riley-Harris Sales August 1992 - September 1997
Thermco Systems, Inc. September 1984 - August 1992
Harper Investments Co. June 1984 - September 1984
General Instrument, Co. December 1980 - June 1984
American Micro Systems Incorporated April 1979 - December 1980
Motorola, Inc. August 1978 - April 1979
Texas Department of Public Safety November 1977 - August 1978
Skills
Single Family Homes, Real Estate, Investment Properties, Residential Homes, Property, Appraisals, Sales, Short Sales, Sellers, Semiconductors, Foreclosures, REO, Condos
Education
Texas A&M University-Kingsville 1968 — 1978
BS, Chemistry
Clay Hammock Appraisals January 2009 - December 2013
Brennan Appraisal Services November 2001 - December 2013
Charles Schwab January 1999 - November 2000
Riley-Harris Sales August 1992 - September 1997
Thermco Systems, Inc. September 1984 - August 1992
Harper Investments Co. June 1984 - September 1984
General Instrument, Co. December 1980 - June 1984
American Micro Systems Incorporated April 1979 - December 1980
Motorola, Inc. August 1978 - April 1979
Texas Department of Public Safety November 1977 - August 1978
Skills
Single Family Homes, Real Estate, Investment Properties, Residential Homes, Property, Appraisals, Sales, Short Sales, Sellers, Semiconductors, Foreclosures, REO, Condos
Education
Texas A&M University-Kingsville 1968 — 1978
BS, Chemistry
Arash Mehjati, CSM Arash Mehjati, CSM's Charles Schwab Experience September 2012 - Present
Job Scrum Master at Charles Schwab
Industry Computer Software
Experience
Charles Schwab September 2012 - Present
Charles Schwab April 2010 - September 2012
PROACE Technology Services June 2006 - January 2010
Image Micro Systems July 2004 - December 2005
Optogenesis May 2002 - June 2004
Skills
SDLC, CRM, Budgets, Analysis, Certified Project..., Team Building, Functional Requirements, Team Leadership, Financial Services, Consensus Building, PeopleSoft, Business Process, MS Project, Certified Scrum Master..., Agile Project Management, Agile Methodologies
Education
The University of Texas at Austin 2010 — 2013
Project Management Certification
The University of Texas at Austin 2010 — 2012
Master of Science
CompTIA certified
Certification
Texas State University 2001 — 2004
Bachelor of Science
Charles Schwab September 2012 - Present
Charles Schwab April 2010 - September 2012
PROACE Technology Services June 2006 - January 2010
Image Micro Systems July 2004 - December 2005
Optogenesis May 2002 - June 2004
Skills
SDLC, CRM, Budgets, Analysis, Certified Project..., Team Building, Functional Requirements, Team Leadership, Financial Services, Consensus Building, PeopleSoft, Business Process, MS Project, Certified Scrum Master..., Agile Project Management, Agile Methodologies
Education
The University of Texas at Austin 2010 — 2013
Project Management Certification
The University of Texas at Austin 2010 — 2012
Master of Science
CompTIA certified
Certification
Texas State University 2001 — 2004
Bachelor of Science
Mary Jo Lyons, CFP® Mary Jo Lyons, CFP®'s Charles Schwab Experience September 2002 - November 2004
Job Experienced Wealth Management Professional
Industry Financial Services
Experience
Begay & Associates October 2013 - Present
MJL Financial Inc. January 2013 - September 2013
Preferred Financial Strategies, Inc. January 2011 - December 2012
TIAA-CREF February 2008 - May 2010
TIAA-CREF June 2007 - March 2008
TIAA-CREF October 2006 - June 2007
TIAA-CREF April 2006 - October 2006
TIAA-CREF November 2004 - April 2006
Charles Schwab September 2002 - November 2004
Charles Schwab 2001 - 2001
Skills
Retirement Planning, Stocks, Wealth Management, IRAs, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Retirement, Securities, Estate Planning, 401k, Qualified Retirement..., Income Protection, Income for Life, Charitable Gift Planning, Elder Care, Long-Term Disability, Long-term Care, 403 b, 401k Rollovers, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, 529 Plans, Philanthropy, Cash Flow, Personal Financial...
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration, Marketing
Begay & Associates October 2013 - Present
MJL Financial Inc. January 2013 - September 2013
Preferred Financial Strategies, Inc. January 2011 - December 2012
TIAA-CREF February 2008 - May 2010
TIAA-CREF June 2007 - March 2008
TIAA-CREF October 2006 - June 2007
TIAA-CREF April 2006 - October 2006
TIAA-CREF November 2004 - April 2006
Charles Schwab September 2002 - November 2004
Charles Schwab 2001 - 2001
Skills
Retirement Planning, Stocks, Wealth Management, IRAs, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Advisory, Investments, Retirement, Securities, Estate Planning, 401k, Qualified Retirement..., Income Protection, Income for Life, Charitable Gift Planning, Elder Care, Long-Term Disability, Long-term Care, 403 b, 401k Rollovers, Life Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, 529 Plans, Philanthropy, Cash Flow, Personal Financial...
Education
Texas A&M University-Corpus Christi
Bachelor of Business Administration, Marketing
David Giancola David Giancola's Charles Schwab Experience 1999 - 2001
Job Director, National Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Andres Infante Andres Infante's Charles Schwab Experience March 2015 - Present
Job UX Architect at Charles Schwab
Industry Internet
Experience
Charles Schwab March 2015 - Present
The College Board February 2014 - Present
PR Newswire October 2013 - February 2014
Wunderman July 2013 - October 2013
The Garrigan Lyman Group September 2012 - June 2013
Foundry9 January 2012 - August 2012
Sudler Digital / WPP November 2011 - January 2012
Sotheby's June 2011 - October 2011
Penton Media October 2010 - June 2011
G2 April 2010 - September 2010
Skills
User Experience, Personas, Site Maps, User Scenarios, Wire Framing, Contextual Research, Heuristic Analysis, Audience Segmentation, User Profiling, Contextual Inquiry, Usability Testing, Information Architecture, Digital Strategy, Web Analytics, Content Strategy, Content Development, Interaction Design, User Interface Design, Usability Design, Mobile, Prototyping, Mobile Applications, User Interface, Axure, Experience Design, Requirements Gathering, Information Design, Human-computer..., Web Design, E-commerce, OmniGraffle, Card Sorting, Ethnography, Web 2.0, Visio, Flash, Content Management, Accessibility, Creative Direction, SEO, Dreamweaver, Task Analysis, Wordpress, Competitive Analysis, CMS, Usability Engineering, Fireworks, Focus Groups, Mockups, Eye Tracking
Education
Texas A&M University
MS, Human Factors
Texas A&M University
BS, Industrial Engineering
Charles Schwab March 2015 - Present
The College Board February 2014 - Present
PR Newswire October 2013 - February 2014
Wunderman July 2013 - October 2013
The Garrigan Lyman Group September 2012 - June 2013
Foundry9 January 2012 - August 2012
Sudler Digital / WPP November 2011 - January 2012
Sotheby's June 2011 - October 2011
Penton Media October 2010 - June 2011
G2 April 2010 - September 2010
Skills
User Experience, Personas, Site Maps, User Scenarios, Wire Framing, Contextual Research, Heuristic Analysis, Audience Segmentation, User Profiling, Contextual Inquiry, Usability Testing, Information Architecture, Digital Strategy, Web Analytics, Content Strategy, Content Development, Interaction Design, User Interface Design, Usability Design, Mobile, Prototyping, Mobile Applications, User Interface, Axure, Experience Design, Requirements Gathering, Information Design, Human-computer..., Web Design, E-commerce, OmniGraffle, Card Sorting, Ethnography, Web 2.0, Visio, Flash, Content Management, Accessibility, Creative Direction, SEO, Dreamweaver, Task Analysis, Wordpress, Competitive Analysis, CMS, Usability Engineering, Fireworks, Focus Groups, Mockups, Eye Tracking
Education
Texas A&M University
MS, Human Factors
Texas A&M University
BS, Industrial Engineering
Clarese Walker Clarese Walker's Charles Schwab Experience April 2008 - December 2008
Job Systems Analyst BA and Test Lead at DSHS Central Office
Industry Information Technology and Services
Experience
DSHS - Central Office April 2013 - Present
DSHS - Central Office March 2012 - February 2013
Austin CERT February 2012 - December 2012
3M MVSS June 2011 - December 2011
Farm Credit Bank of Texas September 2009 - February 2010
Mystic Pharmaceuticals, Inc. May 2009 - August 2009
Charles Schwab April 2008 - December 2008
Citi April 2006 - February 2008
Enterprise Solution Providers May 2003 - March 2006
Project Management Institute 2005 - 2006
Skills
PMO, Business Analysis, Program Management, Risk, SDLC, MS Project, PMP, Project Portfolio..., Requirements Analysis, Vendor Management, Documentation, Quality Assurance, Software Project..., Project Planning, Process Improvement, Team Leadership, Change Management, Integration, Management Consulting, IT Governance, Scrum Master, Scrum Product Owner, Governance, Leadership, Security, Software Documentation, Project Management, CRM, Agile Methodologies, Management, Product Management, Testing, Telecommunications, Data Center, SharePoint
Education
New School University 1994 — 1999
MA, Media Studies
Texas A&M University-Commerce
BS, Computer Science
DSHS - Central Office April 2013 - Present
DSHS - Central Office March 2012 - February 2013
Austin CERT February 2012 - December 2012
3M MVSS June 2011 - December 2011
Farm Credit Bank of Texas September 2009 - February 2010
Mystic Pharmaceuticals, Inc. May 2009 - August 2009
Charles Schwab April 2008 - December 2008
Citi April 2006 - February 2008
Enterprise Solution Providers May 2003 - March 2006
Project Management Institute 2005 - 2006
Skills
PMO, Business Analysis, Program Management, Risk, SDLC, MS Project, PMP, Project Portfolio..., Requirements Analysis, Vendor Management, Documentation, Quality Assurance, Software Project..., Project Planning, Process Improvement, Team Leadership, Change Management, Integration, Management Consulting, IT Governance, Scrum Master, Scrum Product Owner, Governance, Leadership, Security, Software Documentation, Project Management, CRM, Agile Methodologies, Management, Product Management, Testing, Telecommunications, Data Center, SharePoint
Education
New School University 1994 — 1999
MA, Media Studies
Texas A&M University-Commerce
BS, Computer Science
Jim Wilroy Jim Wilroy's Charles Schwab Experience February 1999 - August 2006
Job Financial Services Marketing & Sales Professional
Industry Nonprofit Organization Management
Experience
Buckekew Programs January 2011 - January 2012
Schwab Charitable August 2006 - November 2008
Charles Schwab February 1999 - August 2006
Charles Schwab January 1996 - February 1999
Education
Temple University - James E. Beasley School of Law
JD
Buckekew Programs January 2011 - January 2012
Schwab Charitable August 2006 - November 2008
Charles Schwab February 1999 - August 2006
Charles Schwab January 1996 - February 1999
Education
Temple University - James E. Beasley School of Law
JD
Joe Wodarski Joe Wodarski's Charles Schwab Experience February 1989 - December 2001
Job Site Leader, Insurance Customer Service at CSAA Insurance Group, a AAA Insurer
Industry Financial Services
Experience
CSAA Insurance Group, a AAA Insurer June 2013 - Present
The Hartford September 2003 - June 2013
Charles Schwab February 1989 - December 2001
Skills
Leadership, Customer Service, Retail, Process Improvement, Insurance, Vendor Management, Risk Management, Financial Services, Call Centers, Change Management, Operations Management, Mutual Funds, Underwriting, Securities, Business Analysis
Education
Texas A&M University 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
CSAA Insurance Group, a AAA Insurer June 2013 - Present
The Hartford September 2003 - June 2013
Charles Schwab February 1989 - December 2001
Skills
Leadership, Customer Service, Retail, Process Improvement, Insurance, Vendor Management, Risk Management, Financial Services, Call Centers, Change Management, Operations Management, Mutual Funds, Underwriting, Securities, Business Analysis
Education
Texas A&M University 1985 — 1988
Bachelor of Business Administration (BBA), Finance, General
Manan Parikh Manan Parikh's Charles Schwab Experience October 2010 - February 2011
Job Manager of Finance & Treasury at Boston's Restaurant & Sports Bar
Industry Restaurants
Experience
Boston's Restaurant & Sports Bar June 2015 - Present
Parikh Family Account December 2003 - Present
Dave & Buster's March 2013 - June 2015
Texas A&M University July 2011 - December 2012
Four Seasons Hotels and Resorts June 2012 - August 2012
Charles Schwab October 2010 - February 2011
Highline Financial April 2010 - July 2010
Kershner Trading Group, LLC July 2007 - November 2009
CORDA Investment Management December 2006 - June 2007
Skills
Asset Management, Equity Valuation, Equity Trading, Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Risk Management, Corporate Finance, Trading, Analysis, Finance, Strategic Financial..., Forecasting
Education
Texas A&M University - Mays Business School 2011 — 2012
Master of Business Administration (MBA)
The University of Houston, Bauer College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Boston's Restaurant & Sports Bar June 2015 - Present
Parikh Family Account December 2003 - Present
Dave & Buster's March 2013 - June 2015
Texas A&M University July 2011 - December 2012
Four Seasons Hotels and Resorts June 2012 - August 2012
Charles Schwab October 2010 - February 2011
Highline Financial April 2010 - July 2010
Kershner Trading Group, LLC July 2007 - November 2009
CORDA Investment Management December 2006 - June 2007
Skills
Asset Management, Equity Valuation, Equity Trading, Research, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Risk Management, Corporate Finance, Trading, Analysis, Finance, Strategic Financial..., Forecasting
Education
Texas A&M University - Mays Business School 2011 — 2012
Master of Business Administration (MBA)
The University of Houston, Bauer College of Business 2003 — 2007
Bachelor of Business Administration, Finance
Jennifer Morton Jennifer Morton's Charles Schwab Experience June 1999 - August 2002
Job Founder and Head Coach at Life Ethic, Inc.
Industry Professional Training & Coaching
Experience
Life Ethic, Inc June 2009 - Present
Fitness Ridge April 2014 - Present
The Biggest Loser Resorts January 2010 - December 2012
The Effective Edge June 2009 - December 2012
Cardinal Health April 2006 - May 2009
Accenture July 2005 - April 2006
Administaff September 2003 - June 2005
E*TRADE Financial Corporation March 2003 - September 2003
Charles Schwab June 1999 - August 2002
Skills
Executive Coaching, Wellness Coaching, Lifestyle Coaching, Management Consulting, Performance Consulting, Strategic Consulting, Wellness Programming, Wellness Programs, Training &..., Staff Training, Personal Training, Training Delivery, Organizational..., Organizational..., Coaching, Process Improvement, Small Business, Wellness, Training, Public Speaking, Strategy, Team Building, Leadership, Strategic Planning, Leadership Development, Management, Performance Management
Education
Texas A&M University 1994 — 1998
BS, Economics
Life Ethic, Inc June 2009 - Present
Fitness Ridge April 2014 - Present
The Biggest Loser Resorts January 2010 - December 2012
The Effective Edge June 2009 - December 2012
Cardinal Health April 2006 - May 2009
Accenture July 2005 - April 2006
Administaff September 2003 - June 2005
E*TRADE Financial Corporation March 2003 - September 2003
Charles Schwab June 1999 - August 2002
Skills
Executive Coaching, Wellness Coaching, Lifestyle Coaching, Management Consulting, Performance Consulting, Strategic Consulting, Wellness Programming, Wellness Programs, Training &..., Staff Training, Personal Training, Training Delivery, Organizational..., Organizational..., Coaching, Process Improvement, Small Business, Wellness, Training, Public Speaking, Strategy, Team Building, Leadership, Strategic Planning, Leadership Development, Management, Performance Management
Education
Texas A&M University 1994 — 1998
BS, Economics
Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU Brad L Reichert, MBA, CFA, CFP®, ChFC, CLU's Charles Schwab Experience 2006 - 2009
Job CrossBorder Financial Planner (USCanada) at KeatsConnelly
Industry Financial Services
Experience
KeatsConnelly 2013 - Present
Bank of America 2011 - 2013
BLR Mobile Notary LLC 2005 - 2011
Charles Schwab 2006 - 2009
USAA 2005 - 2006
AFM Asset Management Ltd 2003 - 2005
Skills
Portfolio Management, Financial Analysis, Wealth Management, Relationship Management, Strategic Financial..., Investment Advisory, Financial Modeling, Accounting, Alternative Investments, Capital Markets..., Asset Valuation, Team Leadership, Financial Markets..., Leadership Development, Portfolio Optimization, Financial Software, Customer Relations, Business Development, Marketing Strategy, Electronic Trading, Professional Integrity, Sales Leadership and..., Online Marketing, Project Management, Project Implementation
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA), Finance
University of Wisconsin-Oshkosh
Bachelor of Business Administration (BBA) in Finance, and Bachelor of Science (BS) in Economics (Dual Degree Program)
KeatsConnelly 2013 - Present
Bank of America 2011 - 2013
BLR Mobile Notary LLC 2005 - 2011
Charles Schwab 2006 - 2009
USAA 2005 - 2006
AFM Asset Management Ltd 2003 - 2005
Skills
Portfolio Management, Financial Analysis, Wealth Management, Relationship Management, Strategic Financial..., Investment Advisory, Financial Modeling, Accounting, Alternative Investments, Capital Markets..., Asset Valuation, Team Leadership, Financial Markets..., Leadership Development, Portfolio Optimization, Financial Software, Customer Relations, Business Development, Marketing Strategy, Electronic Trading, Professional Integrity, Sales Leadership and..., Online Marketing, Project Management, Project Implementation
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA), Finance
University of Wisconsin-Oshkosh
Bachelor of Business Administration (BBA) in Finance, and Bachelor of Science (BS) in Economics (Dual Degree Program)
Terry Nolen Terry Nolen's Charles Schwab Experience April 2011 - Present
Job Technical Director of Data Governance Technology and Data Scientist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Sabre Holdings, Sabre Airline Solutions 2003 - April 2011
GetThere a Sabre Holdings Company 2001 - 2003
Avaya 1998 - 2001
Energy Imperium 1996 - 1998
EDS 1989 - 1996
Skills
Technical Leadership, IT Strategy, Architecture, Data Architecture, Oracle, Business Intelligence, Database Architecture, Strategic Planning, Database Admin, Database Design, Databases, Microsoft SQL Server, Data Modeling, ETL, Guardium Data Security, Big Data, Database Security, MongoDB, Hadoop, Technology Roadmapping, Database Rationalization, Fit-for-Purpose, Enterprise Architecture, Enterprise Software, SOA, Architectures, Agile Methodologies, Agile Project Management, Scrum, Software Development, Data Center
Education
University of Houston-Clear Lake 1981 — 1987
BA
Southwest Texas State University 1978 — 1980
Charles Schwab April 2011 - Present
Sabre Holdings, Sabre Airline Solutions 2003 - April 2011
GetThere a Sabre Holdings Company 2001 - 2003
Avaya 1998 - 2001
Energy Imperium 1996 - 1998
EDS 1989 - 1996
Skills
Technical Leadership, IT Strategy, Architecture, Data Architecture, Oracle, Business Intelligence, Database Architecture, Strategic Planning, Database Admin, Database Design, Databases, Microsoft SQL Server, Data Modeling, ETL, Guardium Data Security, Big Data, Database Security, MongoDB, Hadoop, Technology Roadmapping, Database Rationalization, Fit-for-Purpose, Enterprise Architecture, Enterprise Software, SOA, Architectures, Agile Methodologies, Agile Project Management, Scrum, Software Development, Data Center
Education
University of Houston-Clear Lake 1981 — 1987
BA
Southwest Texas State University 1978 — 1980
Matt Brunton Matt Brunton's Charles Schwab Experience September 1999 - September 2003
Job Independent IT/Technology and Finance Professional, Therapist/Career Counselor, Founder of 501c3 Nonprofit
Industry Information Technology and Services
Experience
Deaconess Health System October 2014 - Present
Sojourn Newburgh, IN September 2007 - Present
Grad school/MA Counseling PGCF/Libertyville Covenant September 2004 - August 2006
Charles Schwab September 1999 - September 2003
Skills
Spanish, IT Management, Project Management, Counseling Psychology, Career Counseling, Pastoral Counseling, Mental Health Counseling, Grief Counseling, Couples Counseling, Investment Advisory, Strategic Financial..., Fundraising, Theology, Training, Public Speaking, Organizational..., Leadership Development, Teaching, Event Planning, Volunteer Management
Education
Trinity International University 2001 — 2004
MDiv, Theology
The Seattle School of Theology & Psychology 1997 — 1999
MA, Counseling
Taylor University 1992 — 1996
BA, International Studies, Spanish, and Finance
Deaconess Health System October 2014 - Present
Sojourn Newburgh, IN September 2007 - Present
Grad school/MA Counseling PGCF/Libertyville Covenant September 2004 - August 2006
Charles Schwab September 1999 - September 2003
Skills
Spanish, IT Management, Project Management, Counseling Psychology, Career Counseling, Pastoral Counseling, Mental Health Counseling, Grief Counseling, Couples Counseling, Investment Advisory, Strategic Financial..., Fundraising, Theology, Training, Public Speaking, Organizational..., Leadership Development, Teaching, Event Planning, Volunteer Management
Education
Trinity International University 2001 — 2004
MDiv, Theology
The Seattle School of Theology & Psychology 1997 — 1999
MA, Counseling
Taylor University 1992 — 1996
BA, International Studies, Spanish, and Finance
R. Clayton Anderson R. Clayton Anderson's Charles Schwab Experience October 2010 - May 2014
Job Financial Operations Manager at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2014 - Present
Charles Schwab October 2010 - May 2014
AXA Advisors June 2009 - August 2010
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Texas A&M University
AXA Advisors May 2014 - Present
Charles Schwab October 2010 - May 2014
AXA Advisors June 2009 - August 2010
Education
Texas A&M University - Mays Business School 2005 — 2009
BBA, Finance
Texas A&M University
Christina Boothe Christina Boothe's Charles Schwab Experience 2015 - 2015
Job Islander Baseball Student Marketing Intern at Islander Athletics
Industry Marketing and Advertising
Experience
Islander Athletics August 2014 - Present
Charles Schwab 2015 - 2015
Island Waves January 2014 - May 2014
Skills
Creative Writing, Journalism, Marketing, Advertising, Sports, Social Media
Education
Texas A&M University-Corpus Christi 2013 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.8
Islander Athletics August 2014 - Present
Charles Schwab 2015 - 2015
Island Waves January 2014 - May 2014
Skills
Creative Writing, Journalism, Marketing, Advertising, Sports, Social Media
Education
Texas A&M University-Corpus Christi 2013 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, 3.8
Brendon Saul Brendon Saul's Charles Schwab Experience December 2014 - Present
Job Talent Advisor at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab July 2014 - December 2014
TEKsystems September 2012 - June 2014
Dell July 2011 - September 2012
University of the Incarnate Word June 2010 - June 2011
University of the Incarnate Word June 2009 - June 2011
New Braunfels Independent School District August 2007 - May 2009
Telenetwork January 2006 - May 2007
Skills
Windows 7, Coaching, Microsoft Office, Customer Service, Microsoft Excel, DSV, Coach Comm Software, Physical Education, History, Special Education, Software, Negotiation, Time Management, Training, Interviews, Recruiting, Technical Recruiting, Management, Staffing Services, Screening, Networking, System Administration, Sales, Applicant Tracking..., Consulting, Employee Relations, Enterprise Software, Human Resources, Internet Recruiting, Leadership, Talent Acquisition, Social Networking, Team Leadership, Teamwork, Temporary Placement, College Recruiting, Contract Recruitment, Cold Calling, Screening Resumes, IT Recruitment
Education
Texas State University-San Marcos 2004 — 2008
Bachelor of Science (B.S.), Exercise and Sports Science
Sweeny Isd 2001 — 2005
University of the Incarnate Word
Charles Schwab December 2014 - Present
Charles Schwab July 2014 - December 2014
TEKsystems September 2012 - June 2014
Dell July 2011 - September 2012
University of the Incarnate Word June 2010 - June 2011
University of the Incarnate Word June 2009 - June 2011
New Braunfels Independent School District August 2007 - May 2009
Telenetwork January 2006 - May 2007
Skills
Windows 7, Coaching, Microsoft Office, Customer Service, Microsoft Excel, DSV, Coach Comm Software, Physical Education, History, Special Education, Software, Negotiation, Time Management, Training, Interviews, Recruiting, Technical Recruiting, Management, Staffing Services, Screening, Networking, System Administration, Sales, Applicant Tracking..., Consulting, Employee Relations, Enterprise Software, Human Resources, Internet Recruiting, Leadership, Talent Acquisition, Social Networking, Team Leadership, Teamwork, Temporary Placement, College Recruiting, Contract Recruitment, Cold Calling, Screening Resumes, IT Recruitment
Education
Texas State University-San Marcos 2004 — 2008
Bachelor of Science (B.S.), Exercise and Sports Science
Sweeny Isd 2001 — 2005
University of the Incarnate Word
Jordan Chesnut Jordan Chesnut's Charles Schwab Experience September 2011 - Present
Job Field Integration Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
KPMG September 2009 - September 2011
KPMG Advisory June 2008 - August 2008
Merrill Lynch - College Station April 2006 - July 2007
Skills
Business Intelligence, Finance, IT Strategy, Integration, Project Planning
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Abilene High School 2001 — 2005
Charles Schwab September 2011 - Present
KPMG September 2009 - September 2011
KPMG Advisory June 2008 - August 2008
Merrill Lynch - College Station April 2006 - July 2007
Skills
Business Intelligence, Finance, IT Strategy, Integration, Project Planning
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Abilene High School 2001 — 2005
Steven Dillingham's Charles Schwab Experience August 2013 - Present
Job Client Relationship Manager at NFP
Industry Insurance
Experience
Charles Schwab August 2013 - Present
Charles Schwab February 2012 - August 2013
Employees Retirement System of Texas May 2009 - February 2012
Employees Retirement System of Texas May 2008 - May 2009
Guggenheim Partners April 2005 - February 2008
JPMorgan Chase & Co. April 2003 - April 2005
Moody Review, Inc. February 2002 - April 2003
Western Lithograph, An RR Donnelley Company January 2001 - February 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Charles Schwab August 2013 - Present
Charles Schwab February 2012 - August 2013
Employees Retirement System of Texas May 2009 - February 2012
Employees Retirement System of Texas May 2008 - May 2009
Guggenheim Partners April 2005 - February 2008
JPMorgan Chase & Co. April 2003 - April 2005
Moody Review, Inc. February 2002 - April 2003
Western Lithograph, An RR Donnelley Company January 2001 - February 2002
Education
Texas A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Randi Hughes-Fraire Randi Hughes-Fraire's Charles Schwab Experience August 2011 - July 2012
Job Research AnalystUpstream at IHS
Industry Oil & Energy
Experience
IHS April 2015 - Present
Texas A&M University August 2013 - Present
IHS October 2013 - April 2015
IHS May 2014 - December 2014
Texas A&M University September 2012 - August 2013
Charles Schwab August 2011 - July 2012
Texas A&M University May 2010 - January 2011
Department of Homeland Security - National Center for Foreign Animal and Zoonotic Disease Defense August 2009 - May 2010
US House of Representatives January 2008 - May 2008
Texas A&M University August 2007 - December 2007
Skills
Research, Economics, Statistics, Stata, SAS, Analysis, GAMS, R, Microsoft Office, Spanish, Bioenergy, Biology, Matlab, Teaching, Agriculture, Microsoft Word, Access, English, Qualitative Research, Public Speaking, Public Policy, Agricultural Economics, Higher Education, Time Series Analysis, VBA, JMP
Education
Texas A&M University 2012 — 2013
Doctor of Philosophy (PhD), Applied Economics and Statistics
Texas A&M University 2007 — 2011
Master, Applied Economics
Texas A&M University 2003 — 2007
Bachelor, Bioenvironmental Science
IHS April 2015 - Present
Texas A&M University August 2013 - Present
IHS October 2013 - April 2015
IHS May 2014 - December 2014
Texas A&M University September 2012 - August 2013
Charles Schwab August 2011 - July 2012
Texas A&M University May 2010 - January 2011
Department of Homeland Security - National Center for Foreign Animal and Zoonotic Disease Defense August 2009 - May 2010
US House of Representatives January 2008 - May 2008
Texas A&M University August 2007 - December 2007
Skills
Research, Economics, Statistics, Stata, SAS, Analysis, GAMS, R, Microsoft Office, Spanish, Bioenergy, Biology, Matlab, Teaching, Agriculture, Microsoft Word, Access, English, Qualitative Research, Public Speaking, Public Policy, Agricultural Economics, Higher Education, Time Series Analysis, VBA, JMP
Education
Texas A&M University 2012 — 2013
Doctor of Philosophy (PhD), Applied Economics and Statistics
Texas A&M University 2007 — 2011
Master, Applied Economics
Texas A&M University 2003 — 2007
Bachelor, Bioenvironmental Science
James Wakefield, CPA, CFE James Wakefield, CPA, CFE's Charles Schwab Experience August 2006 - March 2007
Job Senior Accountant at CBRE
Industry Financial Services
Experience
CBRE March 2014 - Present
Mayer Hoffman McCann P.C. January 2013 - March 2014
SagePoint Financial , Inc. March 2007 - December 2012
Tax Preparation January 2012 - April 2012
H&R Block January 2010 - April 2010
Texas Army National Guard August 1999 - August 2007
Charles Schwab August 2006 - March 2007
Skills
Auditing, Tax, Sales Tax, Due Diligence, Nonprofits, Tax Preparation, Strategic Financial..., Policy, Financial Analysis, Accounting, Internal Audit, Leadership, Management, Risk Assessment, Analysis, Tax Returns, Training, Financial Reporting, FINRA, Securities, Risk Management, Series 24, Series 63, CPA, Finance, SEC filings, GAAP, Forensic Accounting, US GAAP, Corporate Tax, Internal Controls, Sarbanes-Oxley Act
Education
Keller School of Mangement Devry University 2010 — 2012
MS, Accounting and Financial Management
University of Phoenix 2009 — 2010
Graduate Certificate, Accounting
Tarleton State University 1999 — 2004
BS, Mathematics
Tarleton State University 1999 — 2004
BS, Geology
CBRE March 2014 - Present
Mayer Hoffman McCann P.C. January 2013 - March 2014
SagePoint Financial , Inc. March 2007 - December 2012
Tax Preparation January 2012 - April 2012
H&R Block January 2010 - April 2010
Texas Army National Guard August 1999 - August 2007
Charles Schwab August 2006 - March 2007
Skills
Auditing, Tax, Sales Tax, Due Diligence, Nonprofits, Tax Preparation, Strategic Financial..., Policy, Financial Analysis, Accounting, Internal Audit, Leadership, Management, Risk Assessment, Analysis, Tax Returns, Training, Financial Reporting, FINRA, Securities, Risk Management, Series 24, Series 63, CPA, Finance, SEC filings, GAAP, Forensic Accounting, US GAAP, Corporate Tax, Internal Controls, Sarbanes-Oxley Act
Education
Keller School of Mangement Devry University 2010 — 2012
MS, Accounting and Financial Management
University of Phoenix 2009 — 2010
Graduate Certificate, Accounting
Tarleton State University 1999 — 2004
BS, Mathematics
Tarleton State University 1999 — 2004
BS, Geology
Bryan Perez , MCS, PMP, CSM Bryan Perez , MCS, PMP, CSM's Charles Schwab Experience January 2011 - Present
Job Sr. Technical Project Manager at Practice Fusion
Industry Information Technology and Services
Experience
Practice Fusion February 2014 - Present
Charles Schwab January 2011 - Present
PMstudy.com January 2010 - Present
Department of Health and Human Services May 2008 - December 2010
Texas Workforce Commission 2005 - 2008
UNIVERSITY OF TEXAS PAN - AMERICAN 2003 - 2005
UAEM (University Of Mexico) 2003 - 2003
ITESM (Monterrey Institute of Technology) 2003 - 2003
3Er Millennium 1995 - 2002
Skills
IT Project & Program..., PMP, Certified Scrum Master..., Cyber Defense, Cloud Computing, SaaS, Red Hat Linux, Project Management, IT Service Management, Six Sigma, Scrum, Agile Project Management, Software Project..., Integration, Management, Migration Projects, Computer Security, Penetration Testing, Cyber Operations, Databases, Offshore Resource..., Offshore Software..., SQL, Linux, Vendor Management, Enterprise Software, Program Management, Agile Methodologies, Leadership, Strategy, SDLC
Education
The University of Texas-Pan American 2003 — 2004
Masters, Information Technology and Computer Science
Tecnológico de Monterrey 1998 — 2001
Bachelor of Science (BS), Industrial Engineering and Computer Software Engineering
facebook
facebook
Practice Fusion February 2014 - Present
Charles Schwab January 2011 - Present
PMstudy.com January 2010 - Present
Department of Health and Human Services May 2008 - December 2010
Texas Workforce Commission 2005 - 2008
UNIVERSITY OF TEXAS PAN - AMERICAN 2003 - 2005
UAEM (University Of Mexico) 2003 - 2003
ITESM (Monterrey Institute of Technology) 2003 - 2003
3Er Millennium 1995 - 2002
Skills
IT Project & Program..., PMP, Certified Scrum Master..., Cyber Defense, Cloud Computing, SaaS, Red Hat Linux, Project Management, IT Service Management, Six Sigma, Scrum, Agile Project Management, Software Project..., Integration, Management, Migration Projects, Computer Security, Penetration Testing, Cyber Operations, Databases, Offshore Resource..., Offshore Software..., SQL, Linux, Vendor Management, Enterprise Software, Program Management, Agile Methodologies, Leadership, Strategy, SDLC
Education
The University of Texas-Pan American 2003 — 2004
Masters, Information Technology and Computer Science
Tecnológico de Monterrey 1998 — 2001
Bachelor of Science (BS), Industrial Engineering and Computer Software Engineering
Brian Troyano Brian Troyano's Charles Schwab Experience 2013 - Present
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Overwatch Systems Tactical Operations May 2012 - November 2012
Skills
Salesforce.com, Google Analytics, Sales Management, Customer Acquisition, Sales Presentations, Bloomberg Terminal, Data Entry, Financial Reporting, Microsoft Office, Microsoft Excel, SAP, Marketing Research, Microsoft Word, Music Production, Propellerheads Reason, Topspin, Soundscan
Education
Texas State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Charles Schwab 2013 - Present
Overwatch Systems Tactical Operations May 2012 - November 2012
Skills
Salesforce.com, Google Analytics, Sales Management, Customer Acquisition, Sales Presentations, Bloomberg Terminal, Data Entry, Financial Reporting, Microsoft Office, Microsoft Excel, SAP, Marketing Research, Microsoft Word, Music Production, Propellerheads Reason, Topspin, Soundscan
Education
Texas State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Steven Auditore Steven Auditore's Charles Schwab Experience February 2005 - Present
Job Senior Specialist Internal Control & Risk Mitigation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2005 - Present
Dell March 2004 - February 2005
AIM Investments September 1999 - November 2004
Telequest Communications/MCI September 1995 - November 1999
Internal Revenue Service - Austin March 1994 - September 1995
Skills
Management
Education
Texas State University
Charles Schwab February 2005 - Present
Dell March 2004 - February 2005
AIM Investments September 1999 - November 2004
Telequest Communications/MCI September 1995 - November 1999
Internal Revenue Service - Austin March 1994 - September 1995
Skills
Management
Education
Texas State University
James Patrick Darby II's Charles Schwab Experience December 2014 - August 2015
Job Registered Associate at US Capital Advsors
Industry Financial Services
Experience
U.S. Capital Advisors LLC August 2015 - Present
Charles Schwab December 2014 - August 2015
BBVA Compass July 2014 - November 2014
lululemon athletica January 2013 - July 2014
Galveston Island Beach Patrol April 2012 - March 2013
Williams-Sonoma, Inc. October 2006 - January 2013
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Store Management, Microsoft Office, Loss Prevention, Visual Merchandising, Merchandising, Retail, Inventory Management
Education
University of Houston 2013 — 2013
Bachelor of Science (BS), Economics
Texas A&M University 2007 — 2012
Bachelor's degree, Economics
U.S. Capital Advisors LLC August 2015 - Present
Charles Schwab December 2014 - August 2015
BBVA Compass July 2014 - November 2014
lululemon athletica January 2013 - July 2014
Galveston Island Beach Patrol April 2012 - March 2013
Williams-Sonoma, Inc. October 2006 - January 2013
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Store Management, Microsoft Office, Loss Prevention, Visual Merchandising, Merchandising, Retail, Inventory Management
Education
University of Houston 2013 — 2013
Bachelor of Science (BS), Economics
Texas A&M University 2007 — 2012
Bachelor's degree, Economics
Dustin Millard Dustin Millard's Charles Schwab Experience 2012 - Present
Job Sr. Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Charles Schwab 2012 - Present
TD Ameritrade August 2010 - August 2012
Fidelity Investments August 2002 - August 2010
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Anthony Barahona's Charles Schwab Experience June 2011 - November 2011
Job Web Developer at 3M
Industry Mechanical or Industrial Engineering
Experience
3M May 2013 - Present
Premier Research Labs August 2012 - April 2013
First Data Corporation November 2011 - June 2012
Charles Schwab June 2011 - November 2011
Convio January 2006 - January 2011
Army National Guard September 1994 - November 2000
US Army September 1990 - September 1994
Skills
JavaScript, SQL, CSS, jQuery, JSP, XHTML, jQuery UI, HTML 5, MVC, Front End Developers, LAMP, PHP4/5, IBM Rational System..., Websphere, AJAX, Subversion, CSS3, SVN, HTML5, Bootstrap, Backbone.js, Underscore.js
Education
Texas State University 1998 — 2001
Bachelor's degree, Computer Science
3M May 2013 - Present
Premier Research Labs August 2012 - April 2013
First Data Corporation November 2011 - June 2012
Charles Schwab June 2011 - November 2011
Convio January 2006 - January 2011
Army National Guard September 1994 - November 2000
US Army September 1990 - September 1994
Skills
JavaScript, SQL, CSS, jQuery, JSP, XHTML, jQuery UI, HTML 5, MVC, Front End Developers, LAMP, PHP4/5, IBM Rational System..., Websphere, AJAX, Subversion, CSS3, SVN, HTML5, Bootstrap, Backbone.js, Underscore.js
Education
Texas State University 1998 — 2001
Bachelor's degree, Computer Science
Matthew Bungo, CFP®, AAMS®, ADPA®'s Charles Schwab Experience June 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Education
Texas State University 2003 — 2007
BBA, Finance
Charles Schwab June 2013 - Present
Education
Texas State University 2003 — 2007
BBA, Finance
Kathryn McDermott Kathryn McDermott's Charles Schwab Experience July 2015 - Present
Job Senior Manager, Retirement Plan Services Marketing at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab July 2015 - Present
The Greater Scranton Chamber of Commerce February 2013 - June 2015
Benco Dental April 2011 - February 2013
Anne Klein Communications Group March 2006 - March 2011
Skills
Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Writing, Crisis Communications, Media Relations, Creative Strategy, Creative Direction, Magazine Management, Social Media, Internal Communications, Advertising, Event Management, Social Media Marketing, Press Releases, Corporate Communications, Publicity, Copywriting, Event Planning, Communications Planning, Integrated Marketing, Reputation Management, Marketing, Newsletters, Graphic Design, Social Networking, Copy Editing, Speech Writing, Facebook, Brand Development, Spokesperson
Education
Temple University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Journalism and Advertising
Charles Schwab July 2015 - Present
The Greater Scranton Chamber of Commerce February 2013 - June 2015
Benco Dental April 2011 - February 2013
Anne Klein Communications Group March 2006 - March 2011
Skills
Public Relations, Strategic Communications, Marketing Strategy, Marketing Communications, Writing, Crisis Communications, Media Relations, Creative Strategy, Creative Direction, Magazine Management, Social Media, Internal Communications, Advertising, Event Management, Social Media Marketing, Press Releases, Corporate Communications, Publicity, Copywriting, Event Planning, Communications Planning, Integrated Marketing, Reputation Management, Marketing, Newsletters, Graphic Design, Social Networking, Copy Editing, Speech Writing, Facebook, Brand Development, Spokesperson
Education
Temple University 1999 — 2003
Bachelor of Arts (B.A.), Public Relations, Journalism and Advertising
Bryan Tower Bryan Tower's Charles Schwab Experience September 2010 - June 2012
Job Technical Project Manager and Program Manager at Dell
Industry Management Consulting
Experience
Dell April 2011 - Present
Charles Schwab September 2010 - June 2012
BearingPoint January 2008 - January 2010
Fidelity National Title December 2005 - January 2007
Skills
Software Project..., SDLC, Agile Methodologies, Software Development, SOA
Education
Texas State University 1992 — 1995
BS, Computer Science
Dell April 2011 - Present
Charles Schwab September 2010 - June 2012
BearingPoint January 2008 - January 2010
Fidelity National Title December 2005 - January 2007
Skills
Software Project..., SDLC, Agile Methodologies, Software Development, SOA
Education
Texas State University 1992 — 1995
BS, Computer Science
Luke Hsiao Luke Hsiao's Charles Schwab Experience 2014 - Present
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Round-The-World Logistics Corp August 2010 - Present
Ardentec Corp. May 2007 - July 2007
Skills
Logistics, Business Strategy, Sales, Sales Management, Business Development, New Business Development, Project Planning, Sales Operations
Education
Texas A&M University 2005 — 2009
BA, Economics, Business
Charles Schwab 2014 - Present
Round-The-World Logistics Corp August 2010 - Present
Ardentec Corp. May 2007 - July 2007
Skills
Logistics, Business Strategy, Sales, Sales Management, Business Development, New Business Development, Project Planning, Sales Operations
Education
Texas A&M University 2005 — 2009
BA, Economics, Business
Joab Salce II Joab Salce II's Charles Schwab Experience December 2012 - April 2014
Job Business Consultant at NFP
Industry Investment Management
Experience
NFP - National Financial Partners Corporation April 2014 - Present
Charles Schwab December 2012 - April 2014
Dimensional Fund Advisors June 2007 - November 2012
INVESCO May 2002 - June 2007
COMSYS September 2001 - May 2002
AIM Management Group, Inc. April 1996 - September 2001
Skills
Bloomberg, Equities, Trading Systems, Financial Markets, Factset, Market Data, Mutual Funds, Electronic Trading, Business Analysis, Vendor Management, Process Improvement, ITIL v3 Foundations..., Reuters, Instinet, Bloomberg Data License, Morningstar, Investment Banking, Asset Management, Derivatives, Securities, Portfolio Management, Equity Trading, Trading, Bloomberg Terminal, Series 7, Options, Series 63, Asset Allocation, Corporate Actions, Middle Office, Investment Management
Education
University of Houston 2005 — 2008
MBA, Finance
Texas A&M University 1990 — 1995
Education, Sports Management
NFP - National Financial Partners Corporation April 2014 - Present
Charles Schwab December 2012 - April 2014
Dimensional Fund Advisors June 2007 - November 2012
INVESCO May 2002 - June 2007
COMSYS September 2001 - May 2002
AIM Management Group, Inc. April 1996 - September 2001
Skills
Bloomberg, Equities, Trading Systems, Financial Markets, Factset, Market Data, Mutual Funds, Electronic Trading, Business Analysis, Vendor Management, Process Improvement, ITIL v3 Foundations..., Reuters, Instinet, Bloomberg Data License, Morningstar, Investment Banking, Asset Management, Derivatives, Securities, Portfolio Management, Equity Trading, Trading, Bloomberg Terminal, Series 7, Options, Series 63, Asset Allocation, Corporate Actions, Middle Office, Investment Management
Education
University of Houston 2005 — 2008
MBA, Finance
Texas A&M University 1990 — 1995
Education, Sports Management
Jeff Teicher Jeff Teicher's Charles Schwab Experience September 2010 - March 2012
Job Sr. Art Director at AdPeople Worldwide
Industry Marketing and Advertising
Experience
AdPeople Worldwide March 2012 - Present
Teicher Creative October 2008 - Present
Charles Schwab September 2010 - March 2012
On Ideas 2008 - 2008
PRACO 2007 - 2008
GSD&M's Idea City 2004 - 2007
GSD&M 2003 - 2004
GSD&M 2001 - 2003
Bam! 1998 - 2001
T3 1995 - 1998
Skills
Art Direction, Graphic Design, Digital, Adobe Creative Suite, Photo Shoots, Advertising, Concept Development, Typography, Logo Design, Brand Development, Creative Strategy, Online Advertising, Outdoor Advertising, Art, Image Manipulation, Banners, Collateral, Creative Direction, Visual Communication, Graphics, Marketing, Digital Strategy, Video, InDesign, Brochures, Interactive Advertising, Layout, Posters, Branding & Identity, Strategy, Corporate Branding, Interaction Design, Corporate Identity, Integrated Marketing, Catalogs, Interactive Marketing, Email Marketing, Video Production, Mac, User Interface Design, Web Design, User Experience, Pre-press, Creative Services, Flash, Direct Mail, Copywriting, Direct Marketing, Digital Media, Digital Marketing
Education
Texas State University 1987 — 1991
BA, Advertising & Finance
AdPeople Worldwide March 2012 - Present
Teicher Creative October 2008 - Present
Charles Schwab September 2010 - March 2012
On Ideas 2008 - 2008
PRACO 2007 - 2008
GSD&M's Idea City 2004 - 2007
GSD&M 2003 - 2004
GSD&M 2001 - 2003
Bam! 1998 - 2001
T3 1995 - 1998
Skills
Art Direction, Graphic Design, Digital, Adobe Creative Suite, Photo Shoots, Advertising, Concept Development, Typography, Logo Design, Brand Development, Creative Strategy, Online Advertising, Outdoor Advertising, Art, Image Manipulation, Banners, Collateral, Creative Direction, Visual Communication, Graphics, Marketing, Digital Strategy, Video, InDesign, Brochures, Interactive Advertising, Layout, Posters, Branding & Identity, Strategy, Corporate Branding, Interaction Design, Corporate Identity, Integrated Marketing, Catalogs, Interactive Marketing, Email Marketing, Video Production, Mac, User Interface Design, Web Design, User Experience, Pre-press, Creative Services, Flash, Direct Mail, Copywriting, Direct Marketing, Digital Media, Digital Marketing
Education
Texas State University 1987 — 1991
BA, Advertising & Finance
Janell Soto Janell Soto's Charles Schwab Experience April 2014 - Present
Job Resolutions at Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2014 - Present
Charles Schwab April 2012 - April 2014
Jackson Hewitt Tax Service October 2006 - April 2012
Dell November 2005 - October 2006
Skills
Query Resolution, Conflict Resolution, Marketing, Solution Selling, Direct Sales, Customer Service, Leadership, Time Management, Sales, Employee Engagement
Education
Texas State University-San Marcos 2000 — 2005
Mass Communications - Advertising, Minor in Fashion Merchandising
Charles Schwab April 2014 - Present
Charles Schwab April 2012 - April 2014
Jackson Hewitt Tax Service October 2006 - April 2012
Dell November 2005 - October 2006
Skills
Query Resolution, Conflict Resolution, Marketing, Solution Selling, Direct Sales, Customer Service, Leadership, Time Management, Sales, Employee Engagement
Education
Texas State University-San Marcos 2000 — 2005
Mass Communications - Advertising, Minor in Fashion Merchandising
Ben Sheppard Ben Sheppard's Charles Schwab Experience March 2010 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab December 2008 - March 2010
Charles Schwab September 2008 - December 2008
Merrill Lynch, The Retirement Group June 1996 - August 2008
Fidelity Investments February 1989 - June 1996
Skills
Relationship Management, Equities, Employee Benefits, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Defined Contribution, Defined Benefit, CRM, FINRA, Investment Advisory, Series 24, Uniform Combined State..., Series 6
Education
The University of Dallas 1993 — 1996
MBA, Management, Marketing
Texas State University 1983 — 1988
BBA, Finance, Accounting
James Madison High School 1980 — 1983
Charles Schwab March 2010 - Present
Charles Schwab December 2008 - March 2010
Charles Schwab September 2008 - December 2008
Merrill Lynch, The Retirement Group June 1996 - August 2008
Fidelity Investments February 1989 - June 1996
Skills
Relationship Management, Equities, Employee Benefits, Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Wealth Management, Retirement, Alternative Investments, Financial Services, Financial Advisory, Securities, Retirement Planning, Defined Contribution, Defined Benefit, CRM, FINRA, Investment Advisory, Series 24, Uniform Combined State..., Series 6
Education
The University of Dallas 1993 — 1996
MBA, Management, Marketing
Texas State University 1983 — 1988
BBA, Finance, Accounting
James Madison High School 1980 — 1983
Marcelo Castaneda Marcelo Castaneda's Charles Schwab Experience May 2011 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
AXA Advisors April 2007 - May 2011
Inspire Financial Group August 2004 - March 2007
Skills
Sales, Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Strategic Financial..., 401k, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services, Securities, Asset Management, Estate Planning, Financial Modeling, Investment Strategies, Financial Analysis
Education
Texas State University-San Marcos 1997 — 2000
BA in Mass Communication
University of Missouri-Columbia 1991 — 1993
Clark High School 1987 — 1991
Charles Schwab May 2011 - Present
AXA Advisors April 2007 - May 2011
Inspire Financial Group August 2004 - March 2007
Skills
Sales, Finance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Strategic Financial..., 401k, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Financial Services, Securities, Asset Management, Estate Planning, Financial Modeling, Investment Strategies, Financial Analysis
Education
Texas State University-San Marcos 1997 — 2000
BA in Mass Communication
University of Missouri-Columbia 1991 — 1993
Clark High School 1987 — 1991
Ed Fulkerson Ed Fulkerson's Charles Schwab Experience December 1995 - Present
Job Franchise Business Director Independent Branch Services
Industry Financial Services
Experience
Charles Schwab December 1995 - Present
Rotary Club of San Antonio March 2009 - June 2014
San Antonio Opera February 2006 - July 2010
Olde Discount Brokers December 1994 - November 1995
United States Marine Corps May 1988 - June 1992
Education
Texas A&M University 1992 — 1994
BBA, Finance
Charles Schwab December 1995 - Present
Rotary Club of San Antonio March 2009 - June 2014
San Antonio Opera February 2006 - July 2010
Olde Discount Brokers December 1994 - November 1995
United States Marine Corps May 1988 - June 1992
Education
Texas A&M University 1992 — 1994
BBA, Finance
Rebecca Barnes Wekesser Rebecca Barnes Wekesser's Charles Schwab Experience July 2015 - Present
Job Manager, Workforce Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Comcast June 2012 - July 2015
T-Mobile April 2008 - June 2012
OppenheimerFunds May 2006 - April 2007
OppenheimerFunds January 2004 - May 2006
OppenheimerFunds October 2001 - January 2004
OppenheimerFunds August 2000 - October 2001
FirstBank July 1997 - July 1998
Skills
Outstanding Customer..., Talent Development, Talent Acquisition, Workforce Management, Leadership Development, Performance Metrics, Budget Management, Benchmarking, Succession Planning, Talent Management, Performance Management, Workforce Planning, Coaching, Change Management, Onboarding, Talent Assessment, Interviewing, Hiring, Mentoring, Team Building, Personal Development, Call Center, Customer Service, Recruiting, Project Management, Organizational..., Customer Experience, Management, Call Centers, Team Leadership, Interviews, Leadership, Budgets, Customer Satisfaction, Project Planning, Time Management, Process Improvement, Operations Management
Education
Taylor University 1993 — 1997
BA, History
Charles Schwab July 2015 - Present
Comcast June 2012 - July 2015
T-Mobile April 2008 - June 2012
OppenheimerFunds May 2006 - April 2007
OppenheimerFunds January 2004 - May 2006
OppenheimerFunds October 2001 - January 2004
OppenheimerFunds August 2000 - October 2001
FirstBank July 1997 - July 1998
Skills
Outstanding Customer..., Talent Development, Talent Acquisition, Workforce Management, Leadership Development, Performance Metrics, Budget Management, Benchmarking, Succession Planning, Talent Management, Performance Management, Workforce Planning, Coaching, Change Management, Onboarding, Talent Assessment, Interviewing, Hiring, Mentoring, Team Building, Personal Development, Call Center, Customer Service, Recruiting, Project Management, Organizational..., Customer Experience, Management, Call Centers, Team Leadership, Interviews, Leadership, Budgets, Customer Satisfaction, Project Planning, Time Management, Process Improvement, Operations Management
Education
Taylor University 1993 — 1997
BA, History
Michael Maham's Charles Schwab Experience April 2011 - Present
Job Senior Product Manager, Active Investor Client Experience at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2011 - Present
Charles Schwab November 2009 - March 2011
Borland Software July 2005 - January 2011
Activant February 2004 - June 2005
Texas Legislative Council November 2002 - February 2004
ITT Technical Institute September 2002 - December 2003
TeraQuest Metrics, Inc. March 1997 - August 2002
Skills
Visio, XML, Visual Basic, Visual Studio, IIS, MS Project, VSS, Views, Software Project..., Microsoft Exchange, StarTeam, Software Development, Scrum, Delphi, Consulting, Agile Project Management, Agile Methodologies, .NET, Business Intelligence, CMMI, Certified Scrum Master..., Databases, Enterprise Architecture, Process Improvement, Product Management, Program Management, Project Portfolio..., SDLC, Software Design, Software Quality..., Project Management, Requirements Analysis, Requirements Gathering, Requirements Management, Software Engineering
Education
The University of Texas at Austin 1994 — 1995
Master's of Engineering, Operations Research
Texas A&M University 1988 — 1993
BS, Applied Mathematics
Texas A&M University 1988 — 1993
BA, Philosophy
Charles Schwab April 2011 - Present
Charles Schwab November 2009 - March 2011
Borland Software July 2005 - January 2011
Activant February 2004 - June 2005
Texas Legislative Council November 2002 - February 2004
ITT Technical Institute September 2002 - December 2003
TeraQuest Metrics, Inc. March 1997 - August 2002
Skills
Visio, XML, Visual Basic, Visual Studio, IIS, MS Project, VSS, Views, Software Project..., Microsoft Exchange, StarTeam, Software Development, Scrum, Delphi, Consulting, Agile Project Management, Agile Methodologies, .NET, Business Intelligence, CMMI, Certified Scrum Master..., Databases, Enterprise Architecture, Process Improvement, Product Management, Program Management, Project Portfolio..., SDLC, Software Design, Software Quality..., Project Management, Requirements Analysis, Requirements Gathering, Requirements Management, Software Engineering
Education
The University of Texas at Austin 1994 — 1995
Master's of Engineering, Operations Research
Texas A&M University 1988 — 1993
BS, Applied Mathematics
Texas A&M University 1988 — 1993
BA, Philosophy
Pete Reitmeyer's Charles Schwab Experience 2005 - 2008
Job Highly motivated, versatile, and effective crossfunctional leader
Industry Computer Software
Experience
CACI International Inc 2010 - Present
Ticom Geomatics (now a CACI International Inc. subsidiary) 2008 - 2010
Charles Schwab 2005 - 2008
Charles Schwab 2002 - 2005
Baxter Planning Systems 2001 - 2002
BMC Software 2000 - 2001
BMC Software 1999 - 2000
IBM 1998 - 1999
IBM 1997 - 1999
IBM 1995 - 1997
Skills
Agile Methodologies, Enterprise Software, Requirements Analysis, Software Development, Distributed Systems, Integration, Software Project..., Program Management, Leadership, Management, Quality Assurance, Software Engineering, SDLC, Testing, Product Management, Object Oriented Design, Cloud Computing, Project Management
Education
Texas A&M University 1983 — 1989
B.S, M.S., Comp.Sci., IN.EN.
CACI International Inc 2010 - Present
Ticom Geomatics (now a CACI International Inc. subsidiary) 2008 - 2010
Charles Schwab 2005 - 2008
Charles Schwab 2002 - 2005
Baxter Planning Systems 2001 - 2002
BMC Software 2000 - 2001
BMC Software 1999 - 2000
IBM 1998 - 1999
IBM 1997 - 1999
IBM 1995 - 1997
Skills
Agile Methodologies, Enterprise Software, Requirements Analysis, Software Development, Distributed Systems, Integration, Software Project..., Program Management, Leadership, Management, Quality Assurance, Software Engineering, SDLC, Testing, Product Management, Object Oriented Design, Cloud Computing, Project Management
Education
Texas A&M University 1983 — 1989
B.S, M.S., Comp.Sci., IN.EN.
Doug Poirier's Charles Schwab Experience January 2008 - August 2014
Job Mobile Application Development Manager at DaVita Kidney Care
Industry Computer Software
Experience
DaVita Kidney Care May 2015 - Present
Chipotle Mexican Grill September 2014 - Present
Charles Schwab January 2008 - August 2014
GroupSystems, Inc. February 2005 - January 2008
Computer Research, Inc. April 2003 - February 2005
Indigio Group, Inc February 2001 - April 2003
Interlink Group, Inc. August 1999 - February 2001
XVT Software for Precision Technologies, Dresden, Germany September 1998 - July 1999
Digital Camera Network September 1997 - August 1998
Vail Resorts, Inc. November 1992 - September 1997
Skills
Agile Methodologies, Scrum, Software Development, XML, Requirements Analysis, Web Services, Java, Java Enterprise Edition, Integration, Testing, Spring, JMS, Enterprise Software, SDLC, Project Management, Process Improvement, Agile Project Management
Education
Texas A&M University 1985 — 1990
Bachelor's, Computer Science
Texas A&M University 1985 — 1990
Bachelor of Science (B.S.), Computer Science
DaVita Kidney Care May 2015 - Present
Chipotle Mexican Grill September 2014 - Present
Charles Schwab January 2008 - August 2014
GroupSystems, Inc. February 2005 - January 2008
Computer Research, Inc. April 2003 - February 2005
Indigio Group, Inc February 2001 - April 2003
Interlink Group, Inc. August 1999 - February 2001
XVT Software for Precision Technologies, Dresden, Germany September 1998 - July 1999
Digital Camera Network September 1997 - August 1998
Vail Resorts, Inc. November 1992 - September 1997
Skills
Agile Methodologies, Scrum, Software Development, XML, Requirements Analysis, Web Services, Java, Java Enterprise Edition, Integration, Testing, Spring, JMS, Enterprise Software, SDLC, Project Management, Process Improvement, Agile Project Management
Education
Texas A&M University 1985 — 1990
Bachelor's, Computer Science
Texas A&M University 1985 — 1990
Bachelor of Science (B.S.), Computer Science
Paul Winans's Charles Schwab Experience January 1999 - February 2000
Job
Industry Information Technology and Services
Experience
Textainer February 2001 - May 2008
ehow.com February 2000 - January 2001
Charles Schwab January 1999 - February 2000
Montgomery Management, Inc. November 1998 - January 1999
The Provident, Inc. January 1998 - November 1998
Lisbon Children's Center December 1997 - January 1998
Healing Hands Massage, Inc. October 1997 - November 1997
Chemical Leaman Tank Lines, Inc. April 1996 - October 1997
Quality Greeting Cards, Inc. February 1993 - April 1996
Education
Temple University 1992 — 1995
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts
Textainer February 2001 - May 2008
ehow.com February 2000 - January 2001
Charles Schwab January 1999 - February 2000
Montgomery Management, Inc. November 1998 - January 1999
The Provident, Inc. January 1998 - November 1998
Lisbon Children's Center December 1997 - January 1998
Healing Hands Massage, Inc. October 1997 - November 1997
Chemical Leaman Tank Lines, Inc. April 1996 - October 1997
Quality Greeting Cards, Inc. February 1993 - April 1996
Education
Temple University 1992 — 1995
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts
Ned Cullen's Charles Schwab Experience May 2014 - Present
Job Database Marketing/Predictive Analytics/Marketing Ops/Customer Engagement Leader
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Hewlett-Packard May 2013 - May 2014
VMware July 2012 - April 2013
Allegro Associates June 2011 - June 2012
Meredith Integrated Marketing April 2009 - May 2011
HP July 2006 - February 2009
HP September 2005 - July 2006
Dell May 2002 - September 2005
Prodigy (Acquired by SBC) 2001 - 2002
Travelocity September 2000 - May 2001
Skills
Analytics, Segmentation, CRM, Database Marketing, Strategy, Program Management, Email Marketing, Multi-channel Marketing, Data Mining, Marketing Automation, Customer Analysis, Customer Acquisition, Data Warehousing, Predictive Analytics, SAS, Customer Retention, Analysis, Mobile Marketing, B2B, Marketing, Marketing Analytics, SQL, Contact Strategy, B2B Marketing, Salesforce.com, Customer Analytics, Customer Value..., Customer Segmentation, Teradata, Predictive Modeling, Response Analysis, Marketing ROI, Lead Scoring, Lead Management, Marketing Operations, Teradata Data Warehouse, Auto Racing, B2C marketing, Marketing Technology, Marketing O, One-to-one Marketing, Motorsports, Customer Experience, Customer Experience..., Machine Learning, Real Time Decisioning
Education
Texas A&M University 1984 — 1988
BS, Economics
Charles Schwab May 2014 - Present
Hewlett-Packard May 2013 - May 2014
VMware July 2012 - April 2013
Allegro Associates June 2011 - June 2012
Meredith Integrated Marketing April 2009 - May 2011
HP July 2006 - February 2009
HP September 2005 - July 2006
Dell May 2002 - September 2005
Prodigy (Acquired by SBC) 2001 - 2002
Travelocity September 2000 - May 2001
Skills
Analytics, Segmentation, CRM, Database Marketing, Strategy, Program Management, Email Marketing, Multi-channel Marketing, Data Mining, Marketing Automation, Customer Analysis, Customer Acquisition, Data Warehousing, Predictive Analytics, SAS, Customer Retention, Analysis, Mobile Marketing, B2B, Marketing, Marketing Analytics, SQL, Contact Strategy, B2B Marketing, Salesforce.com, Customer Analytics, Customer Value..., Customer Segmentation, Teradata, Predictive Modeling, Response Analysis, Marketing ROI, Lead Scoring, Lead Management, Marketing Operations, Teradata Data Warehouse, Auto Racing, B2C marketing, Marketing Technology, Marketing O, One-to-one Marketing, Motorsports, Customer Experience, Customer Experience..., Machine Learning, Real Time Decisioning
Education
Texas A&M University 1984 — 1988
BS, Economics
Jason Sherry's Charles Schwab Experience July 2000 - August 2004
Job Logistics Specialist at Seba International
Industry Insurance
Experience
Seba International October 2014 - Present
Service Corporation International January 2008 - October 2014
Liberty Mutual May 2006 - May 2007
Charles Schwab July 2000 - August 2004
Skills
Financial Analysis, Financial Modeling, Data Analysis, Pricing, Risk Management
Education
Texas A&M University - Mays Business School 2004 — 2006
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1998
BBA, Finance
Seba International October 2014 - Present
Service Corporation International January 2008 - October 2014
Liberty Mutual May 2006 - May 2007
Charles Schwab July 2000 - August 2004
Skills
Financial Analysis, Financial Modeling, Data Analysis, Pricing, Risk Management
Education
Texas A&M University - Mays Business School 2004 — 2006
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1993 — 1998
BBA, Finance
John Giacalone's Charles Schwab Experience September 2000 - Present
Job Sr. Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2000 - Present
CyberTrader September 2000 - December 2007
Epsiia February 2000 - September 2001
CPI 1997 - 2000
Skills
Agile Methodologies, Software Development, SDLC, Design Patterns, OOAD, MFC, Distributed Systems, Scrum, Object Oriented Design, TFS, SQL, C++, JavaScript, XML, C#, Integration, Requirements Analysis
Education
Texas State University 2005 — 2008
MBA, MBA, Latin America emphasis
The University of Texas at Austin 1998 — 2002
BS, Computer Science
Charles Schwab September 2000 - Present
CyberTrader September 2000 - December 2007
Epsiia February 2000 - September 2001
CPI 1997 - 2000
Skills
Agile Methodologies, Software Development, SDLC, Design Patterns, OOAD, MFC, Distributed Systems, Scrum, Object Oriented Design, TFS, SQL, C++, JavaScript, XML, C#, Integration, Requirements Analysis
Education
Texas State University 2005 — 2008
MBA, MBA, Latin America emphasis
The University of Texas at Austin 1998 — 2002
BS, Computer Science
Ashley Malina, QPA, QKA's Charles Schwab Experience 2012 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Schwab Retirement Plan Services Company September 2007 - September 2012
The 401(k) Company July 2006 - September 2007
Frost National Bank October 2003 - July 2006
International Controls January 1996 - January 2003
Skills
Series 63, Investments, Retirement, 401k, Client Services, Relationship Management, ERISA, Defined Benefit, Defined Compensation, Business Planing, Profit Sharing, Retirement Planning, Qualified Retirement...
Education
Texas A&M University - Mays Business School 1998 — 2003
Bachelors, Finance
Charles Schwab 2012 - Present
Schwab Retirement Plan Services Company September 2007 - September 2012
The 401(k) Company July 2006 - September 2007
Frost National Bank October 2003 - July 2006
International Controls January 1996 - January 2003
Skills
Series 63, Investments, Retirement, 401k, Client Services, Relationship Management, ERISA, Defined Benefit, Defined Compensation, Business Planing, Profit Sharing, Retirement Planning, Qualified Retirement...
Education
Texas A&M University - Mays Business School 1998 — 2003
Bachelors, Finance
Melissa Chicko's Charles Schwab Experience August 2011 - Present
Job Conversion Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Charles Schwab April 2010 - August 2011
Charles Schwab Co. 2007 - April 2010
CyberTrader Inc August 2007 - December 2007
The 401k Company/ Charles Schwab June 2007 - August 2007
Education
Texas A&M University 1999 — 2003
Charles Schwab August 2011 - Present
Charles Schwab April 2010 - August 2011
Charles Schwab Co. 2007 - April 2010
CyberTrader Inc August 2007 - December 2007
The 401k Company/ Charles Schwab June 2007 - August 2007
Education
Texas A&M University 1999 — 2003
Dacyl Armendariz's Charles Schwab Experience May 2006 - February 2007
Job External Communications Manager at car2go
Industry Public Relations and Communications
Experience
car2go N.A., LLC February 2015 - Present
Lois Paul and Partners 2014 - January 2015
Fons PR 2010 - 2014
Acceleration Retirement September 2009 - March 2011
Fidelity Investments February 2007 - August 2009
Charles Schwab May 2006 - February 2007
Fidelity Investments June 2004 - May 2006
Skills
Program Management, Sales, Strategic Planning, Social Media, Public Speaking, Public Relations, Marketing, Project Management, Marketing Strategy, Event Management, Event Planning, New Business Development, Account Management, Cross-functional Team..., Social Networking, Social Media Marketing, Digital Marketing, Marketing Communications, Integrated Marketing, Facebook, Copywriting, Media Relations, Strategic Communications, Media Outreach, Press Releases, Publicity, Corporate Communications, Digital Media
Education
Texas A&M University 1999 — 2004
B.S., Economics
car2go N.A., LLC February 2015 - Present
Lois Paul and Partners 2014 - January 2015
Fons PR 2010 - 2014
Acceleration Retirement September 2009 - March 2011
Fidelity Investments February 2007 - August 2009
Charles Schwab May 2006 - February 2007
Fidelity Investments June 2004 - May 2006
Skills
Program Management, Sales, Strategic Planning, Social Media, Public Speaking, Public Relations, Marketing, Project Management, Marketing Strategy, Event Management, Event Planning, New Business Development, Account Management, Cross-functional Team..., Social Networking, Social Media Marketing, Digital Marketing, Marketing Communications, Integrated Marketing, Facebook, Copywriting, Media Relations, Strategic Communications, Media Outreach, Press Releases, Publicity, Corporate Communications, Digital Media
Education
Texas A&M University 1999 — 2004
B.S., Economics
Jill Brousseau's Charles Schwab Experience 2010 - Present
Job Desktop Support Senior Manager
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Schwab Institutional February 2009 - June 2010
Schwab Institutional July 2006 - February 2009
Schwab Institutional January 2003 - July 2006
Skills
Risk Management, Portfolio Management, FINRA, Equities, Securities, Options, Investments, ETFs, Mutual Funds, Wealth Management
Education
Syracuse University 1989 — 1993
Charles Schwab 2010 - Present
Schwab Institutional February 2009 - June 2010
Schwab Institutional July 2006 - February 2009
Schwab Institutional January 2003 - July 2006
Skills
Risk Management, Portfolio Management, FINRA, Equities, Securities, Options, Investments, ETFs, Mutual Funds, Wealth Management
Education
Syracuse University 1989 — 1993
Jeffrey Estes's Charles Schwab Experience March 2014 - July 2015
Job
Industry Financial Services
Experience
MicroVentures July 2015 - Present
Charles Schwab March 2014 - July 2015
Charles Schwab September 2011 - March 2014
Charles Schwab November 2009 - September 2011
Wachovia June 2007 - November 2009
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 9, FINRA Series 10, Leadership, Management, Finance, Portfolio Management, Investments, Financial Analysis, Technical Analysis, Customer Service, Risk Management, Training, Equities, ETFs, Mutual Funds, Options, Derivatives, Trading Strategies, Investment Strategies, Retirement Planning
Education
Texas A&M University 2002 — 2006
BSc, Economics
MicroVentures July 2015 - Present
Charles Schwab March 2014 - July 2015
Charles Schwab September 2011 - March 2014
Charles Schwab November 2009 - September 2011
Wachovia June 2007 - November 2009
Skills
FINRA Series 7, FINRA Series 66, FINRA Series 9, FINRA Series 10, Leadership, Management, Finance, Portfolio Management, Investments, Financial Analysis, Technical Analysis, Customer Service, Risk Management, Training, Equities, ETFs, Mutual Funds, Options, Derivatives, Trading Strategies, Investment Strategies, Retirement Planning
Education
Texas A&M University 2002 — 2006
BSc, Economics
Daniel J. Cazac, MBA, CFP®'s Charles Schwab Experience August 2012 - September 2014
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Fidelity Investments September 2014 - Present
Charles Schwab August 2012 - September 2014
Chase Investment Services Corporation 2009 - August 2012
Chase Investment Services Corp December 2009 - August 2010
Edward Jones 2007 - 2009
Education
Texas A&M Commerce 2010 — 2011
Certificate in Financial Planning
Tarleton State University 2009 — 2010
Master of Business Administration (MBA), Finance
Tarleton State University
Bachelor's degree, Business Management
Christine Ruth's Charles Schwab Experience September 2014 - Present
Job Senior Design Manager
Industry Real Estate
Experience
Charles Schwab September 2014 - Present
Dell January 2012 - September 2014
Pitney Bowes December 2004 - February 2012
Dell April 2000 - July 2004
Dell September 1998 - March 2000
STG Design September 1994 - September 1998
Skills
Six Sigma, Budgets, Facilities Management, Project Management, Business Strategy, Negotiation, Project Planning, Construction Management, Program Management, Contract Negotiation, Vendor Management, Contract Management, Operations Management, Management, Process Improvement, Team Building
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Science, Interior Design
Charles Schwab September 2014 - Present
Dell January 2012 - September 2014
Pitney Bowes December 2004 - February 2012
Dell April 2000 - July 2004
Dell September 1998 - March 2000
STG Design September 1994 - September 1998
Skills
Six Sigma, Budgets, Facilities Management, Project Management, Business Strategy, Negotiation, Project Planning, Construction Management, Program Management, Contract Negotiation, Vendor Management, Contract Management, Operations Management, Management, Process Improvement, Team Building
Education
Texas State University-San Marcos 1987 — 1992
Bachelor of Science, Interior Design
Drew Bierlein's Charles Schwab Experience October 2006 - October 2007
Job VP, Technology Project Manager at Bank of America
Industry Information Technology and Services
Experience
Reboot Technology Services September 2011 - Present
Bank of America October 2007 - Present
Charles Schwab October 2006 - October 2007
Tek Systems 2006 - October 2007
Arizona Department of Revenue March 2003 - October 2006
Accenture August 2001 - October 2006
Indiana Department of Revenue August 2001 - March 2003
Etropia LLC 1999 - 2001
Beickman Performing Arts Center 1993 - 1997
Skills
SDLC, Software Project..., MS Project, Oracle, Requirements Analysis, Business Intelligence, Data Warehousing, Leadership, PMP, Program Management, PL/SQL, Unix, User Acceptance Testing, Enterprise Architecture, Access, Analysis, Databases, Quality Assurance, Team Leadership, Crystal Reports, Management, Vendor Management, Business Analysis, Project Management
Education
Taylor University 1997 — 2001
BS, Business Systems
Reboot Technology Services September 2011 - Present
Bank of America October 2007 - Present
Charles Schwab October 2006 - October 2007
Tek Systems 2006 - October 2007
Arizona Department of Revenue March 2003 - October 2006
Accenture August 2001 - October 2006
Indiana Department of Revenue August 2001 - March 2003
Etropia LLC 1999 - 2001
Beickman Performing Arts Center 1993 - 1997
Skills
SDLC, Software Project..., MS Project, Oracle, Requirements Analysis, Business Intelligence, Data Warehousing, Leadership, PMP, Program Management, PL/SQL, Unix, User Acceptance Testing, Enterprise Architecture, Access, Analysis, Databases, Quality Assurance, Team Leadership, Crystal Reports, Management, Vendor Management, Business Analysis, Project Management
Education
Taylor University 1997 — 2001
BS, Business Systems
Lupe Cantu's Charles Schwab Experience 1999 - 2004
Job UI Developer, Creative Designer at Can2 Multimedia
Industry Internet
Experience
CAN2 MULTIMEDIA March 2005 - Present
CloudHashing February 2014 - December 2014
Drillinginfo March 2006 - August 2011
NION Interactive September 2005 - August 2006
Charles Schwab 1999 - 2004
Valley Morning Star March 1998 - November 1999
Texas State Technical College March 1998 - November 1999
High School Sports Magazine January 1997 - March 1998
Skills
CSS, HTML, JavaScript, XML, ActionScript, Adobe Flash CS5, Adobe Photoshop CS5, Adobe Fireworks, Adobe Illustrator, Adobe Streamline, Adobe After Effects, Adobe Premiere Pro, MDM Zinc, Corel Draw, Painter, InDesign, QuarkXPress, Pagemaker, MS Word, PowerPoint, Quickbase, JIRA, Photoshop, Premiere, Flash, Illustrator, Web Design, After Effects, Layout, Advertising, WordPress, Adobe Creative Suite, Flash Animation, Image Editing, Image Manipulation, ImageReady, Macromedia, Mentoring, Teaching
Education
Texas State Technical College 1995 — 1997
Associate, Multimedia
The University of Texas-Pan American 1990 — 1993
CAN2 MULTIMEDIA March 2005 - Present
CloudHashing February 2014 - December 2014
Drillinginfo March 2006 - August 2011
NION Interactive September 2005 - August 2006
Charles Schwab 1999 - 2004
Valley Morning Star March 1998 - November 1999
Texas State Technical College March 1998 - November 1999
High School Sports Magazine January 1997 - March 1998
Skills
CSS, HTML, JavaScript, XML, ActionScript, Adobe Flash CS5, Adobe Photoshop CS5, Adobe Fireworks, Adobe Illustrator, Adobe Streamline, Adobe After Effects, Adobe Premiere Pro, MDM Zinc, Corel Draw, Painter, InDesign, QuarkXPress, Pagemaker, MS Word, PowerPoint, Quickbase, JIRA, Photoshop, Premiere, Flash, Illustrator, Web Design, After Effects, Layout, Advertising, WordPress, Adobe Creative Suite, Flash Animation, Image Editing, Image Manipulation, ImageReady, Macromedia, Mentoring, Teaching
Education
Texas State Technical College 1995 — 1997
Associate, Multimedia
The University of Texas-Pan American 1990 — 1993
Donna Schiano's Charles Schwab Experience February 2005 - December 2007
Job Administrative Support Team at Macy's
Industry Retail
Experience
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Dickey's Barbecue Pit San Ramon CA February 2012 - November 2014
Advisor Partners, LLC September 2010 - February 2012
Advisor Partners, LLC September 2010 - December 2010
Kaiser Permanente 2008 - 2008
Charles Schwab February 2005 - December 2007
Lend Lease Rosen Real Estate Securities January 2001 - February 2004
Bank of America January 1996 - December 2000
Lehman Brothers, Inc August 1987 - December 1994
Man International Futures, Inc. October 1984 - August 1987
Hunt Energy, Inc. August 1982 - August 1984
Skills
Cost Basis, Trading, Accounting, FX, Asset Management, Operations Management, Hedge Fund Product..., Compliance, Risk Management, Investments, Risk, Portfolio Management, Internal Audit, SOX, Risk Mitigation, Equities, SEC reporting, Internal Controls, Risk Assessment, Financial Management, Mutual Funds, Capital Markets, Derivatives, Process Improvement, Corporate Governance, Process Engineering, Mergers, Vendor Management, Financial Accounting, Change Management, FX Options, Financial Risk, Mergers & Acquisitions, Sarbanes-Oxley Act, BBQ, Financial Services, Management, Options, Start-ups
Education
Texas A&M University 1976 — 1981
BBA
Ambika Kumar's Charles Schwab Experience September 2013 - Present
Job Software Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2013 - Present
ACI Payment Systems September 2012 - September 2013
Charles Schwab April 2011 - August 2012
IBM January 2007 - April 2011
The Home Depot 2005 - 2007
Neubus 2003 - 2005
Winaix 2000 - 2001
Skills
SDLC, Agile Methodologies, DB2, Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, SOA, Websphere, SQL, Solution Architecture, Web Services, Software Project..., Unix, Integration, WebSphere, XML
Education
Texas State University-San Marcos 2002 — 2004
Master's degree, Computer Science
Maharaja Engineering College 1994 — 1998
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Charles Schwab September 2013 - Present
ACI Payment Systems September 2012 - September 2013
Charles Schwab April 2011 - August 2012
IBM January 2007 - April 2011
The Home Depot 2005 - 2007
Neubus 2003 - 2005
Winaix 2000 - 2001
Skills
SDLC, Agile Methodologies, DB2, Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, SOA, Websphere, SQL, Solution Architecture, Web Services, Software Project..., Unix, Integration, WebSphere, XML
Education
Texas State University-San Marcos 2002 — 2004
Master's degree, Computer Science
Maharaja Engineering College 1994 — 1998
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Virginia Linman's Charles Schwab Experience September 2009 - May 2010
Job EHR Template Developer Technical Consultant at QSI | NextGen Healthcare
Industry Computer Software
Experience
QSI NextGen Healthcare August 2014 - Present
Lone Star Circle of Care July 2014 - August 2014
Centex System Support Services September 2010 - May 2014
Charles Schwab September 2009 - May 2010
e-MDs July 2000 - February 2008
The 401K Company 1998 - 2000
The Good Guys 1994 - 1998
Skills
EHR, SQL, Healthcare Information..., XML, Databases, EMR, Microsoft SQL Server, Process Improvement, C#, Software Development, .NET, Integration, NextGen, Troubleshooting, Customer Service, Small Business, Template Creation, Visual Studio, Software Documentation, Windows, Crystal Reports, Business Analysis, Visio, SDLC, SharePoint, Software Project..., Agile Methodologies, Access, Quality Assurance, Project Management, Software Implementation, Requirements Analysis, Scrum, Subversion, Unix
Education
Texas State University-San Marcos 1984 — 1987
MS, Computer Science
University of North Carolina at Greensboro 1972 — 1976
BA, Biology
Walter Hines Page High School
QSI NextGen Healthcare August 2014 - Present
Lone Star Circle of Care July 2014 - August 2014
Centex System Support Services September 2010 - May 2014
Charles Schwab September 2009 - May 2010
e-MDs July 2000 - February 2008
The 401K Company 1998 - 2000
The Good Guys 1994 - 1998
Skills
EHR, SQL, Healthcare Information..., XML, Databases, EMR, Microsoft SQL Server, Process Improvement, C#, Software Development, .NET, Integration, NextGen, Troubleshooting, Customer Service, Small Business, Template Creation, Visual Studio, Software Documentation, Windows, Crystal Reports, Business Analysis, Visio, SDLC, SharePoint, Software Project..., Agile Methodologies, Access, Quality Assurance, Project Management, Software Implementation, Requirements Analysis, Scrum, Subversion, Unix
Education
Texas State University-San Marcos 1984 — 1987
MS, Computer Science
University of North Carolina at Greensboro 1972 — 1976
BA, Biology
Walter Hines Page High School
Jim Coughenour's Charles Schwab Experience January 1999 - January 2010
Job Senior Experience Designer at Salesforce
Industry Online Media
Experience
Salesforce July 2015 - Present
Wells Fargo September 2014 - April 2015
IOIntegration February 2012 - September 2014
R/West 2013 - February 2014
Seedchange 2012 - 2013
Walmart International September 2010 - October 2011
Charles Schwab January 1999 - January 2010
Skills
Collaborative UX..., Brainstorming, Presentation Development, Rapid Prototyping, Agile Stories, Author User Training..., Wireframes, Cartoons, Creative Writings, User Interface, Agile, InDesign, Usability Testing, Usability Design, Information Architecture, Interaction Design, User Experience, Prototyping, User Interface Design, User-centered Design, Information Design, Storyboarding, User Interviews /..., Experience Maps, User Experience Design, Agile Methodologies, Heuristic Evaluation, User Research, Art Direction, Mobile Applications, Usability Engineering, Usability
Education
The University of Chicago 1981 — 1983
–, Doctoral studies in literature and religion
Andover Newton 1978 — 1980
MA, Systematic Theology
Taylor University
BA, Political Science
The University of Chicago
ABD; MA, Literature & Religion; Theology
Salesforce July 2015 - Present
Wells Fargo September 2014 - April 2015
IOIntegration February 2012 - September 2014
R/West 2013 - February 2014
Seedchange 2012 - 2013
Walmart International September 2010 - October 2011
Charles Schwab January 1999 - January 2010
Skills
Collaborative UX..., Brainstorming, Presentation Development, Rapid Prototyping, Agile Stories, Author User Training..., Wireframes, Cartoons, Creative Writings, User Interface, Agile, InDesign, Usability Testing, Usability Design, Information Architecture, Interaction Design, User Experience, Prototyping, User Interface Design, User-centered Design, Information Design, Storyboarding, User Interviews /..., Experience Maps, User Experience Design, Agile Methodologies, Heuristic Evaluation, User Research, Art Direction, Mobile Applications, Usability Engineering, Usability
Education
The University of Chicago 1981 — 1983
–, Doctoral studies in literature and religion
Andover Newton 1978 — 1980
MA, Systematic Theology
Taylor University
BA, Political Science
The University of Chicago
ABD; MA, Literature & Religion; Theology
Kevin Sutcliffe, CFP®'s Charles Schwab Experience 1999 - Present
Job Senior Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Education
Taylor University 1993 — 1997
Bachelor of Arts (B.A.), Business Administration
Charles Schwab 1999 - Present
Education
Taylor University 1993 — 1997
Bachelor of Arts (B.A.), Business Administration
Valerie Sinzdak's Charles Schwab Experience Associate Senior EditorLonely PlanetMay 1999 - July 2002
Job Senior copy editor/proofreader at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab Associate Senior EditorLonely PlanetMay 1999 - July 2002
Worldview June 1996 - February 1998
Education
Syracuse University 1993 — 1995
M.A., English
University of Missouri-Columbia 1989 — 1992
B.A., English
Charles Schwab Associate Senior EditorLonely PlanetMay 1999 - July 2002
Worldview June 1996 - February 1998
Education
Syracuse University 1993 — 1995
M.A., English
University of Missouri-Columbia 1989 — 1992
B.A., English
Glenn Schaul's Charles Schwab Experience 1995 - 1998
Job Relationship Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing November 2011 - Present
Chase Investment Services April 2010 - November 2011
Raymond James Financial November 2006 - June 2009
Wells Real Estate Funds March 2004 - March 2006
Schwab Institutional October 1998 - March 2004
Charles Schwab 1995 - 1998
Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance
Albridge, an Affiliate of Pershing November 2011 - Present
Chase Investment Services April 2010 - November 2011
Raymond James Financial November 2006 - June 2009
Wells Real Estate Funds March 2004 - March 2006
Schwab Institutional October 1998 - March 2004
Charles Schwab 1995 - 1998
Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management
Education
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Finance
Brian Gipson's Charles Schwab Experience March 2015 - Present
Job Sr. Systems Engineer and Software Architect
Industry Computer Software
Experience
Charles Schwab March 2015 - Present
Métier February 1999 - March 2015
Camelot Consulting Group February 1999 - June 2000
Skills
Project Portfolio..., SDLC, Agile Methodologies, SQL, Software Project..., Microsoft SQL Server, SOA, Integration, Business Intelligence, JavaScript, .NET, C#, Requirements Analysis, Requirements Gathering, Java, SaaS, Leadership, Business Analysis, Oracle, MS Project, Software Development, Visual Studio, ASP.NET, Enterprise Architecture, Business Process, Cloud Computing, PMP, Visio, Project Management, Testing, Web Services, Web Design, Agile Web Development, XSLT, Visual Basic, Database Design, CSS, NUnit, T-SQL, Technical Writing, Regular Expressions, NAnt, CruiseControl, Software Engineering, Software Design, BIRT, Report Writing, RESTful WebServices, SOAP, Microsoft Project
Education
Texas State University 1990 — 1995
Bachelor of Arts (B.A.), Computer Science
Charles Schwab March 2015 - Present
Métier February 1999 - March 2015
Camelot Consulting Group February 1999 - June 2000
Skills
Project Portfolio..., SDLC, Agile Methodologies, SQL, Software Project..., Microsoft SQL Server, SOA, Integration, Business Intelligence, JavaScript, .NET, C#, Requirements Analysis, Requirements Gathering, Java, SaaS, Leadership, Business Analysis, Oracle, MS Project, Software Development, Visual Studio, ASP.NET, Enterprise Architecture, Business Process, Cloud Computing, PMP, Visio, Project Management, Testing, Web Services, Web Design, Agile Web Development, XSLT, Visual Basic, Database Design, CSS, NUnit, T-SQL, Technical Writing, Regular Expressions, NAnt, CruiseControl, Software Engineering, Software Design, BIRT, Report Writing, RESTful WebServices, SOAP, Microsoft Project
Education
Texas State University 1990 — 1995
Bachelor of Arts (B.A.), Computer Science
Daniel Ramazani's Charles Schwab Experience February 2012 - Present
Job Staff Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab February 2012 - Present
Charles Schwab January 2011 - February 2012
Charles Schwab June 2009 - January 2011
Skills
Agile Methodologies, C#, .NET, SOA, Scrum, Software Engineering, JavaScript, Object Oriented Design, ASP.NET, jQuery, CSS, IIS, Web Development, Design Patterns, HTML 5, ASP.NET MVC, Node.js, AngularJS, Integration, Continuous Integration
Education
Texas State University-San Marcos 2008 — 2010
BS, Computer Science
Charles Schwab February 2012 - Present
Charles Schwab January 2011 - February 2012
Charles Schwab June 2009 - January 2011
Skills
Agile Methodologies, C#, .NET, SOA, Scrum, Software Engineering, JavaScript, Object Oriented Design, ASP.NET, jQuery, CSS, IIS, Web Development, Design Patterns, HTML 5, ASP.NET MVC, Node.js, AngularJS, Integration, Continuous Integration
Education
Texas State University-San Marcos 2008 — 2010
BS, Computer Science
Don Hoskins's Charles Schwab Experience May 1999 - October 2001
Job Manager, Revenue Cycle Support and Project Management at Consolidated Health Services/ CHI
Industry Financial Services
Experience
CHI/ Consolidated Health Services April 2013 - Present
The Medlab April 2011 - January 2013
General Revenue Corporation (Sallie Mae) September 2010 - May 2011
General Revenue Corporation (Sallie Mae) December 2005 - September 2010
Inviva, Inc. April 2003 - November 2005
Conseco November 2001 - April 2003
Charles Schwab May 1999 - October 2001
Fidelity Investments August 1993 - March 1999
Skills
Process Improvement, Leadership, Analysis, Call Center, Management, Customer Service, Team Building, Call Centers, Change Management, Healthcare, Microsoft Office, Operations Management, Software Documentation, Training, Strategic Planning, Team Leadership, Business Analysis
Education
Texas State University-San Marcos 1986 — 1990
General Studies - Economics
CHI/ Consolidated Health Services April 2013 - Present
The Medlab April 2011 - January 2013
General Revenue Corporation (Sallie Mae) September 2010 - May 2011
General Revenue Corporation (Sallie Mae) December 2005 - September 2010
Inviva, Inc. April 2003 - November 2005
Conseco November 2001 - April 2003
Charles Schwab May 1999 - October 2001
Fidelity Investments August 1993 - March 1999
Skills
Process Improvement, Leadership, Analysis, Call Center, Management, Customer Service, Team Building, Call Centers, Change Management, Healthcare, Microsoft Office, Operations Management, Software Documentation, Training, Strategic Planning, Team Leadership, Business Analysis
Education
Texas State University-San Marcos 1986 — 1990
General Studies - Economics
Kevin Boriack CFP®'s Charles Schwab Experience November 1990 - Present
Job Vice President / Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1990 - Present
Skills
Investment Advisory, Strategic Financial..., Series 7, Securities, Retirement Planning, Asset Allocation, Business Analysis, Investment Strategies, Retirement, Financial Planning
Education
Texas Lutheran University 1986 — 1990
B.S., Finance
Charles Schwab November 1990 - Present
Skills
Investment Advisory, Strategic Financial..., Series 7, Securities, Retirement Planning, Asset Allocation, Business Analysis, Investment Strategies, Retirement, Financial Planning
Education
Texas Lutheran University 1986 — 1990
B.S., Finance
Laura Ayars's Charles Schwab Experience April 2005 - Present
Job Senior Client Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2005 - Present
AIM Trimark Investments March 2001 - April 2005
Education
Texas A&M University 1992 — 1995
BBA, Marketing
Charles Schwab April 2005 - Present
AIM Trimark Investments March 2001 - April 2005
Education
Texas A&M University 1992 — 1995
BBA, Marketing
Darrell Kurten's Charles Schwab Experience September 2006 - November 2009
Job State Government Administration
Industry Government Administration
Experience
Texas Health and Human Services November 2009 - Present
Charles Schwab September 2006 - November 2009
Texas Department of Aging and Disability Services December 1996 - September 2006
Education
Texas State University
BFA, ART
Texas Health and Human Services November 2009 - Present
Charles Schwab September 2006 - November 2009
Texas Department of Aging and Disability Services December 1996 - September 2006
Education
Texas State University
BFA, ART
Charis Pollard's Charles Schwab Experience April 2000 - October 2002
Job Chief Human Resource Officer at Associated Credit Union of Texas
Industry
Experience
CU Financial Group, LLC April 2004 - Present
Associated Credit Union of Texas October 2002 - Present
Charles Schwab April 2000 - October 2002
Skills
Leadership, Team Building, Recruiting, Budgets, Human Resources, Management, Mergers & Acquisitions, Organizational..., Strategic Planning, Training, Employee Relations, Banking, Team Leadership, Mediation, Sales
Education
Texas A&M University 1992 — 2015
BS, Bioenvironmental Science
University of Houston 2002 — 2006
MBA, Human Resources
CU Financial Group, LLC April 2004 - Present
Associated Credit Union of Texas October 2002 - Present
Charles Schwab April 2000 - October 2002
Skills
Leadership, Team Building, Recruiting, Budgets, Human Resources, Management, Mergers & Acquisitions, Organizational..., Strategic Planning, Training, Employee Relations, Banking, Team Leadership, Mediation, Sales
Education
Texas A&M University 1992 — 2015
BS, Bioenvironmental Science
University of Houston 2002 — 2006
MBA, Human Resources
Todd Garza's Charles Schwab Experience July 2010 - December 2011
Job Software UI Developer
Industry Computer Software
Experience
TriTech Software Systems January 2012 - April 2015
Charles Schwab July 2010 - December 2011
Crossroads Systems October 2009 - May 2010
Tiburon April 2007 - August 2009
Tiburon April 1997 - January 2006
Design Security Incorporated June 1995 - June 1997
Data Interface Systems Corporation December 1995 - April 1997
Data Interface Systems Corporation September 1991 - December 1995
Skills
Rhino Mocks, Moq, WPF, TFS, MsBuild, .NET, C#, Visual Studio, Resharper, WinForms, EasyMock, Agile Methodologies, Integration, MSBuild, WCF, Software Development, Unit Testing, Microsoft SQL Server, Web Services, Testing, Requirements Analysis, ReSharper, IIS, Design Patterns, SQL, Team Building
Education
Pluralsight Online Training 2011 — 2015
Texas A&M University 1986 — 1989
Bachelor Of Science, Engineering Technology (Electronics Specialty)
TriTech Software Systems January 2012 - April 2015
Charles Schwab July 2010 - December 2011
Crossroads Systems October 2009 - May 2010
Tiburon April 2007 - August 2009
Tiburon April 1997 - January 2006
Design Security Incorporated June 1995 - June 1997
Data Interface Systems Corporation December 1995 - April 1997
Data Interface Systems Corporation September 1991 - December 1995
Skills
Rhino Mocks, Moq, WPF, TFS, MsBuild, .NET, C#, Visual Studio, Resharper, WinForms, EasyMock, Agile Methodologies, Integration, MSBuild, WCF, Software Development, Unit Testing, Microsoft SQL Server, Web Services, Testing, Requirements Analysis, ReSharper, IIS, Design Patterns, SQL, Team Building
Education
Pluralsight Online Training 2011 — 2015
Texas A&M University 1986 — 1989
Bachelor Of Science, Engineering Technology (Electronics Specialty)
Jennifer Uremovich's Charles Schwab Experience December 2010 - Present
Job Project Manager Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab December 2010 - Present
Skills
Email Marketing, Management, Marketing, Advertising, Creative Direction
Education
Texas State University 1990 — 1995
Bachelor of Fine Arts (B.F.A.), Commercial and Advertising Art
Charles Schwab December 2010 - Present
Skills
Email Marketing, Management, Marketing, Advertising, Creative Direction
Education
Texas State University 1990 — 1995
Bachelor of Fine Arts (B.F.A.), Commercial and Advertising Art
Brent Lankford's Charles Schwab Experience September 2010 - May 2011
Job Quality Assurance Manager @ NFP Advisor Services
Industry Financial Services
Experience
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
National Financial Partners September 2011 - Present
Charles Schwab September 2010 - May 2011
Spherion November 2008 - October 2009
Spherion July 2006 - November 2008
Aerotek March 2005 - July 2006
Spherion August 2004 - March 2005
Invesco March 2000 - November 2003
Dun & Bradstreet (D&B) 1997 - 1999
Skills
Quality Assurance, Coaching, Training, Employee Training, Process Improvement, CRM, Call Centers, Management, Analysis, Leadership, Customer Experience, Series 7, Series 63, Customer Service, Sales, Risk Management, Vendor Management, Operations Management, Performance Management, Six Sigma
Education
Texas State University
BBA, Management
Lee Perez's Charles Schwab Experience 2012 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
TG 2008 - 2012
Education
Texas State University-San Marcos 2008 — 2010
Master of Business Administration (MBA)
The University of Texas-Pan American 2003 — 2006
Bachelor of Business Administration (BBA)
Charles Schwab 2012 - Present
TG 2008 - 2012
Education
Texas State University-San Marcos 2008 — 2010
Master of Business Administration (MBA)
The University of Texas-Pan American 2003 — 2006
Bachelor of Business Administration (BBA)
Jordan Baldwin's Charles Schwab Experience July 2010 - Present
Job
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Education
Texas A&M University 2003 — 2008
BS, Political Science
Charles Schwab July 2010 - Present
Education
Texas A&M University 2003 — 2008
BS, Political Science
Greg Giddens's Charles Schwab Experience March 2003 - February 2005
Job Regional Sales Manager at GAF Materials Corporation
Industry Building Materials
Experience
GAF Materials Corporation 2012 - Present
GAF Materials Corporation November 2007 - January 2012
GAF-ELK February 2006 - November 2007
W.W. Grainger March 2005 - February 2006
Charles Schwab March 2003 - February 2005
Salomon Smith Barney October 2000 - February 2003
W.W. Grainger January 1996 - September 2000
W.W. Grainger January 1992 - December 1995
Skills
Pricing, New Business Development, Sales Management, Sales Operations, Forecasting, Selling, Operations Management, Building Materials, Sales, Sales Process, Contract Negotiation, Contract Management, Purchasing, Business Development, Inventory Management, Cold Calling, Account Management, Income Statement, Sales Presentations, B2B, P&L Management, Direct Sales, Key Account Development, Negotiation, Sales Force Development, Team Building, Key Account Management, Competitive Analysis, National Accounts, Outside Sales, Product Development, Trade Shows, Customer Retention, Profit, Budgets, Cross-functional Team..., Business Planning, Market Planning, Pricing Strategy, Customer Satisfaction, Sales Growth, P&L, Product Marketing, International Sales, Market Development, Strategic Planning, Strategy, Distributors, CRM, Solution Selling
Education
Columbia University Business School - Executive Education 2011 — 2011
Negotiation / Decision-Making Strategies
University of Notre Dame - Mendoza College of Business 2011 — 2011
Executive Integral Leadership
The University of Dallas 2000 — 2005
MBA, Corporate Finance
Texas A&M University 1987 — 1991
BS in Engineering, Industrial Distribution
GAF Materials Corporation 2012 - Present
GAF Materials Corporation November 2007 - January 2012
GAF-ELK February 2006 - November 2007
W.W. Grainger March 2005 - February 2006
Charles Schwab March 2003 - February 2005
Salomon Smith Barney October 2000 - February 2003
W.W. Grainger January 1996 - September 2000
W.W. Grainger January 1992 - December 1995
Skills
Pricing, New Business Development, Sales Management, Sales Operations, Forecasting, Selling, Operations Management, Building Materials, Sales, Sales Process, Contract Negotiation, Contract Management, Purchasing, Business Development, Inventory Management, Cold Calling, Account Management, Income Statement, Sales Presentations, B2B, P&L Management, Direct Sales, Key Account Development, Negotiation, Sales Force Development, Team Building, Key Account Management, Competitive Analysis, National Accounts, Outside Sales, Product Development, Trade Shows, Customer Retention, Profit, Budgets, Cross-functional Team..., Business Planning, Market Planning, Pricing Strategy, Customer Satisfaction, Sales Growth, P&L, Product Marketing, International Sales, Market Development, Strategic Planning, Strategy, Distributors, CRM, Solution Selling
Education
Columbia University Business School - Executive Education 2011 — 2011
Negotiation / Decision-Making Strategies
University of Notre Dame - Mendoza College of Business 2011 — 2011
Executive Integral Leadership
The University of Dallas 2000 — 2005
MBA, Corporate Finance
Texas A&M University 1987 — 1991
BS in Engineering, Industrial Distribution
Kristin Janik's Charles Schwab Experience August 2013 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Charles Schwab December 1998 - Present
Insperity 1994 - August 1998
Arthur Andersen July 1991 - May 1994
Skills
Agile Methodologies, SDLC, Software Development, XML, Unix, C#, .NET, Java, Requirements Analysis, Integration, DB2, HTML, Project Management
Education
Texas A&M University - Mays Business School 1987 — 1991
BBA, Business Analysis
Charles Schwab August 2013 - Present
Charles Schwab December 1998 - Present
Insperity 1994 - August 1998
Arthur Andersen July 1991 - May 1994
Skills
Agile Methodologies, SDLC, Software Development, XML, Unix, C#, .NET, Java, Requirements Analysis, Integration, DB2, HTML, Project Management
Education
Texas A&M University - Mays Business School 1987 — 1991
BBA, Business Analysis
Hans Bohlmann's Charles Schwab Experience November 2014 - Present
Job System Administrator SFTS Group at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Broadcast Television Group LLC September 2013 - January 2014
OMNIPOTECH, Ltd. July 2011 - September 2013
Keais Records Service October 2009 - June 2011
Keais Records Service April 2007 - June 2011
Skills
Customer Service, Network Architecture, Microsoft Office, Windows 7, Cloud Computing, Litigation Support, Security, Windows Server, VoIP, Contract Negotiation, System Administration, Firewalls, Windows, Active Directory, Networking, Cisco Technologies, Network Security, VMware, VPN, Servers, Data Center
Education
Texas State University 1991 — 1995
Bachelor, Music & Sound Recording Technology
Charles Schwab November 2014 - Present
Broadcast Television Group LLC September 2013 - January 2014
OMNIPOTECH, Ltd. July 2011 - September 2013
Keais Records Service October 2009 - June 2011
Keais Records Service April 2007 - June 2011
Skills
Customer Service, Network Architecture, Microsoft Office, Windows 7, Cloud Computing, Litigation Support, Security, Windows Server, VoIP, Contract Negotiation, System Administration, Firewalls, Windows, Active Directory, Networking, Cisco Technologies, Network Security, VMware, VPN, Servers, Data Center
Education
Texas State University 1991 — 1995
Bachelor, Music & Sound Recording Technology
Cynthia Quinones's Charles Schwab Experience January 2014 - Present
Job Communication Consultant for Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
Charles Schwab January 2014 - Present
PNC Investments March 2011 - January 2014
Wells Fargo Institutional Retirement & Trust October 2007 - February 2011
Nationwide Financial 2006 - 2007
Multi-Wall Packaging November 2005 - October 2006
Skills
Analysis, Marketing, Business Planning, Human Resources, Retirement, Retirement Planning, Asset Allocation, Customer Satisfaction, Investments, 401k, Customer Service, Pensions, Microsoft Word, Teamwork, Banking, Financial Services, Relationship Management
Education
Texas State Technical College 1994 — 1996
Associate, Applied Science; Health Information
Mark S. Princisvalle's Charles Schwab Experience November 1999 - November 2004
Job Global Economic Development Specialist
Industry International Affairs
Experience
Independent Practice July 2009 - Present
HSBC January 2008 - June 2009
HP Consultants, Inc. November 2006 - December 2007
Bank of America August 2005 - October 2006
Charles Schwab November 1999 - November 2004
TD October 1993 - May 1997
Skills
SPSS, Credit, Policy Analysis, Financial Analysis, Start-ups, Wealth Management, Team Leadership, Social Media, Microsoft Office, Finance, Investments, Strategic Planning, Research, Financial Advisory, Marketing, Microsoft Excel, Mortgage Lending, Financial Modeling, Financial Services, Nonprofits
Education
University of Pittsburgh 2010 — 2011
Master's Public Policy Management, Global Political Economy
Syracuse University 1986 — 1991
Bachelor of Science (B.S.), Finance & Minor in Economics
Independent Practice July 2009 - Present
HSBC January 2008 - June 2009
HP Consultants, Inc. November 2006 - December 2007
Bank of America August 2005 - October 2006
Charles Schwab November 1999 - November 2004
TD October 1993 - May 1997
Skills
SPSS, Credit, Policy Analysis, Financial Analysis, Start-ups, Wealth Management, Team Leadership, Social Media, Microsoft Office, Finance, Investments, Strategic Planning, Research, Financial Advisory, Marketing, Microsoft Excel, Mortgage Lending, Financial Modeling, Financial Services, Nonprofits
Education
University of Pittsburgh 2010 — 2011
Master's Public Policy Management, Global Political Economy
Syracuse University 1986 — 1991
Bachelor of Science (B.S.), Finance & Minor in Economics
Eric Lambright's Charles Schwab Experience 2007 - Present
Job Structured Cabling Project Manager / IT Networks / New Construction
Industry Computer Networking
Experience
Charles Schwab 2007 - Present
Contract / Freelance January 1995 - Present
Skills
Project Management, IT Management, Networking, Vendor Management, Servers, PMP, Network Administration, Cisco Technologies, Data Center, Visio, SharePoint
Education
Soutwest Texas State University 1986 — 2001
Bachelor of Fine Arts Degree, Visual Communications / Public Relations
Texas State University-San Marcos 1987 — 1991
Public relations degree, Spanish, graphic design, communications, BFA 1991
Charles Schwab 2007 - Present
Contract / Freelance January 1995 - Present
Skills
Project Management, IT Management, Networking, Vendor Management, Servers, PMP, Network Administration, Cisco Technologies, Data Center, Visio, SharePoint
Education
Soutwest Texas State University 1986 — 2001
Bachelor of Fine Arts Degree, Visual Communications / Public Relations
Texas State University-San Marcos 1987 — 1991
Public relations degree, Spanish, graphic design, communications, BFA 1991
Chad Rainey's Charles Schwab Experience June 2013 - April 2014
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab June 2013 - April 2014
Cole Capital April 2012 - April 2013
Vanguard May 2006 - April 2012
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Microsoft Excel, Relationship Management, Data Analysis, Process Improvement, PowerPoint, Series 6, Series 7, Series 66, Insurance, Retirement, Fixed Annuities
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Kinesiology
Charles Schwab June 2013 - April 2014
Cole Capital April 2012 - April 2013
Vanguard May 2006 - April 2012
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Microsoft Excel, Relationship Management, Data Analysis, Process Improvement, PowerPoint, Series 6, Series 7, Series 66, Insurance, Retirement, Fixed Annuities
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Kinesiology
Dan McSherry's Charles Schwab Experience October 2005 - March 2008
Job Senior Analyst, Manager of Analytics at Bankers Healthcare Group, Inc.
Industry Defense & Space
Experience
Bankers Healthcare Group, Inc. August 2013 - Present
Lockheed Martin, Mission Systems & Sensors May 2009 - August 2013
Charles Schwab October 2005 - March 2008
Skills
Business Strategy, Program Management, Data Analysis, Strategic Planning, Financial Reporting, Integration, Risk Management, Financial Analysis, Microsoft Office, Research, Microsoft Excel, Forecasting, Financial Modeling, Business Analysis, Accounting, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2010
Master of Business Administration (MBA), Banking, Corporate Finance
Syracuse University - Martin J. Whitman School of Management 1996 — 1999
Bachelor of Science (B.S.), Finance
Bankers Healthcare Group, Inc. August 2013 - Present
Lockheed Martin, Mission Systems & Sensors May 2009 - August 2013
Charles Schwab October 2005 - March 2008
Skills
Business Strategy, Program Management, Data Analysis, Strategic Planning, Financial Reporting, Integration, Risk Management, Financial Analysis, Microsoft Office, Research, Microsoft Excel, Forecasting, Financial Modeling, Business Analysis, Accounting, Leadership
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2010
Master of Business Administration (MBA), Banking, Corporate Finance
Syracuse University - Martin J. Whitman School of Management 1996 — 1999
Bachelor of Science (B.S.), Finance
joe sharkey's Charles Schwab Experience October 1982 - July 1999
Job data migration expert at Legal Cost Control, Inc.
Industry Legal Services
Experience
Legal Cost Control, Inc. April 2012 - Present
Charles Schwab October 1982 - July 1999
Skills
Stand-up Comedy, Improvisational Comedy, puzzle wizard, hack golfer
Education
Temple University 1969 — 1971
northeast catholic hs 1963 — 1967
Legal Cost Control, Inc. April 2012 - Present
Charles Schwab October 1982 - July 1999
Skills
Stand-up Comedy, Improvisational Comedy, puzzle wizard, hack golfer
Education
Temple University 1969 — 1971
northeast catholic hs 1963 — 1967
Monica Royce's Charles Schwab Experience August 2012 - Present
Job Financial Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Peace Corps 2010 - 2012
Target November 2006 - July 2010
Education
Temple University 2010 — 2011
Master of Business Administration (MBA), Finance
Tuskegee University 2005 — 2008
Bachelor's degree, Finance, General
Broad Ripple High School 2001 — 2005
Core 40, High School/Secondary Diplomas and Certificates
Charles Schwab August 2012 - Present
Peace Corps 2010 - 2012
Target November 2006 - July 2010
Education
Temple University 2010 — 2011
Master of Business Administration (MBA), Finance
Tuskegee University 2005 — 2008
Bachelor's degree, Finance, General
Broad Ripple High School 2001 — 2005
Core 40, High School/Secondary Diplomas and Certificates
James Pastor's Charles Schwab Experience 1999 - 2002
Job Owner
Industry Real Estate
Experience
Pro-Tek Rennovations and Restoration. 2005 - 2014
Kershner Trading Group 2002 - 2003
Charles Schwab 1999 - 2002
Skills
Investments, Trading, Customer Service, Project Management, People Skills, Research, Inventory Management, Financial Analysis, Leadership, Corporate Finance, Cathodic Protection, International Business
Education
Texas A&M University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, 3.87 in Finance
Pro-Tek Rennovations and Restoration. 2005 - 2014
Kershner Trading Group 2002 - 2003
Charles Schwab 1999 - 2002
Skills
Investments, Trading, Customer Service, Project Management, People Skills, Research, Inventory Management, Financial Analysis, Leadership, Corporate Finance, Cathodic Protection, International Business
Education
Texas A&M University 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, 3.87 in Finance
David J. Foster's Charles Schwab Experience July 2010 - Present
Job Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Customer Care, Inc. June 2010 - July 2010
Accenture December 2007 - May 2010
Tata Consultancy Services June 2007 - November 2007
Accenture October 2005 - May 2007
Skills
Software Development, UML, .NET, ASP.NET MVC, C#, Java, J2EE, MongoDB, Powershell, Authentication Protocols, Authorization, EJB, JSP, SQL, IIS, Linux, Agile Methodologies, Kanban, Eclipse, Visual Studio, Maven, Git, PaaS, SOA, REST, SOAP, SDLC, Splunk, Unit Testing, Scrum, Continuous Integration, HTML
Education
Texas State University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Austin Community College 1998 — 2001
Associate of Science (A.S.), Physical Science
Charles Schwab July 2010 - Present
Customer Care, Inc. June 2010 - July 2010
Accenture December 2007 - May 2010
Tata Consultancy Services June 2007 - November 2007
Accenture October 2005 - May 2007
Skills
Software Development, UML, .NET, ASP.NET MVC, C#, Java, J2EE, MongoDB, Powershell, Authentication Protocols, Authorization, EJB, JSP, SQL, IIS, Linux, Agile Methodologies, Kanban, Eclipse, Visual Studio, Maven, Git, PaaS, SOA, REST, SOAP, SDLC, Splunk, Unit Testing, Scrum, Continuous Integration, HTML
Education
Texas State University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Austin Community College 1998 — 2001
Associate of Science (A.S.), Physical Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank