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
Jeff Kikel, ChFC®, CRPC® Jeff Kikel, ChFC®, CRPC®'s Charles Schwab Experience January 2011 - February 2013
Job Vice President of Business Development and Senior Investment Advisor at South Texas Money Management
Industry Financial Services
Experience
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
Carrie Schwab-Pomerantz Carrie Schwab-Pomerantz's Charles Schwab Experience 2002 - Present
Job President, Charles Schwab Foundation & Senior Vice President, Charles Schwab; Chairman of the Board, Schwab Charitable
Industry Financial Services
Experience
Charles Schwab 2002 - Present
Schwab Charitable 2012 - Present
Charles Schwab 2000 - Present
President’s Advisory Council for Financial Capability 2010 - 2013
Charles Schwab 1999 - 2003
Charles Schwab 1983 - 1999
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Financial Services, Philanthropy, Wealth Management, Series 63, Securities, Corporate Social..., Equities, Retirement, Retirement Planning, Strategic Financial...
Education
The George Washington University
Master of Business Administration (MBA), Marketing
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Charles Schwab 2002 - Present
Schwab Charitable 2012 - Present
Charles Schwab 2000 - Present
President’s Advisory Council for Financial Capability 2010 - 2013
Charles Schwab 1999 - 2003
Charles Schwab 1983 - 1999
Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Financial Services, Philanthropy, Wealth Management, Series 63, Securities, Corporate Social..., Equities, Retirement, Retirement Planning, Strategic Financial...
Education
The George Washington University
Master of Business Administration (MBA), Marketing
University of California, Berkeley
Bachelor of Arts (BA), Political Science
Dan Thrift Dan Thrift's Charles Schwab Experience 1999 - 2001
Job Technologist
Industry Computer & Network Security
Experience
South Bay Auto Auction Inc. June 2011 - July 2011
TG Infosystems Inc. Pleasanton, CA January 2009 - April 2011
SanDisk 2006 - 2008
Bedford Properties 2004 - 2006
Wells Fargo Bank 2001 - 2003
Charles Schwab 1999 - 2001
Thrift Automation 1976 - 1999
Skills
Cloud Computing, Telecommunications, ITIL, Storage Area Networks, Integration, Virtualization, VMware, Enterprise Architecture, JavaScript, Data Center, Software Development, SaaS, System Architecture, Active Directory, Storage, Network Security, TCP/IP, Disaster Recovery, SAN, IT Management, VPN, Firewalls, WAN, IT Operations, Security, Switches, VMware ESX, Information Security, Routers, Cisco Technologies, NAS, Computer Security, System Administration
Education
The Johns Hopkins University 2015 — 2015
Certification, Data Scientist's Toolbox, 98
The Johns Hopkins University 2015 — 2015
Certification, Introduction to Genomic Technologies, 98.5
The Johns Hopkins University 2015 — 2015
Certification, Getting and Cleaning Data, 96.8
University of California Irvine 2015 — 2015
Certification, Initiating and Planning Projects, 94
University of California Irvine 2015 — 2015
Certification, Budgeting and Scheduling Projects, 93
University of California, Irvine 2015 — 2015
Certification, Managing Project Risks and Changes, 100
University of Pennsylvania - The Wharton School 2015 — 2015
Certification, Gamification 96
SDSN.edu 2014 — 2015
Certification, Climate Change Science and Negotiation, 97
UCSF Medical School San Francisco, CA. 2014 — 2014
Certification, Genomic and Precision Medicine, 88.7
University of Maryland 2014 — 2014
Certification, Programming Mobile Applications for Android Handheld Systems, 95.25
South Bay Auto Auction Inc. June 2011 - July 2011
TG Infosystems Inc. Pleasanton, CA January 2009 - April 2011
SanDisk 2006 - 2008
Bedford Properties 2004 - 2006
Wells Fargo Bank 2001 - 2003
Charles Schwab 1999 - 2001
Thrift Automation 1976 - 1999
Skills
Cloud Computing, Telecommunications, ITIL, Storage Area Networks, Integration, Virtualization, VMware, Enterprise Architecture, JavaScript, Data Center, Software Development, SaaS, System Architecture, Active Directory, Storage, Network Security, TCP/IP, Disaster Recovery, SAN, IT Management, VPN, Firewalls, WAN, IT Operations, Security, Switches, VMware ESX, Information Security, Routers, Cisco Technologies, NAS, Computer Security, System Administration
Education
The Johns Hopkins University 2015 — 2015
Certification, Data Scientist's Toolbox, 98
The Johns Hopkins University 2015 — 2015
Certification, Introduction to Genomic Technologies, 98.5
The Johns Hopkins University 2015 — 2015
Certification, Getting and Cleaning Data, 96.8
University of California Irvine 2015 — 2015
Certification, Initiating and Planning Projects, 94
University of California Irvine 2015 — 2015
Certification, Budgeting and Scheduling Projects, 93
University of California, Irvine 2015 — 2015
Certification, Managing Project Risks and Changes, 100
University of Pennsylvania - The Wharton School 2015 — 2015
Certification, Gamification 96
SDSN.edu 2014 — 2015
Certification, Climate Change Science and Negotiation, 97
UCSF Medical School San Francisco, CA. 2014 — 2014
Certification, Genomic and Precision Medicine, 88.7
University of Maryland 2014 — 2014
Certification, Programming Mobile Applications for Android Handheld Systems, 95.25
Paulette Tribulato Paulette Tribulato's Charles Schwab Experience February 1988 - October 2008
Job Life Designer and Health Coach
Industry Health, Wellness and Fitness
Experience
PaulettesLifePalette.com March 2012 - Present
ThinkPureOils.com March 2012 - Present
LifeInWater.com October 2008 - Present
The Global Information Network 2011 - Present
SeneGence International 2002 - 2011
Charles Schwab February 1988 - October 2008
Skills
Personal Development, Holistic Health, Success Mastery, Coaching, Wellness Coaching, Public Speaking, Wellness, Nutrition, Entrepreneurship, Meditation, Health, Lifestyle Coaching, Motivational Speaking, Home Based Business, Stress Management, Social Networking, Leadership, Lifestyle, Wellbeing, Small Business, Team Building, Fitness, Training, Personal Training, Reiki, Leadership Development, Alternative Medicine, Relaxation, Nutritional Counseling, Healing, Skin Care, Stress, Healthcare, Network Marketing, Supplements, Pain Management, Executive Coaching, NLP, Yoga, Life Coaching, Fitness Training, Business Coaching, Workshop Facilitation, Strength Training, Weight, Emotional Intelligence, Health Education, Business Networking, Nutrition Education, Therapeutic Massage
Education
Global Information Network 2011 — 2013
Level V Candidate, Inner Circle Member, Success Mastery Course, Level V Candidate
Institute for Integrative Nutrition, New York 2010 — 2011
Health Coach/Consultant, Holistic Health
Texas Tech University
BBA, Business
PaulettesLifePalette.com March 2012 - Present
ThinkPureOils.com March 2012 - Present
LifeInWater.com October 2008 - Present
The Global Information Network 2011 - Present
SeneGence International 2002 - 2011
Charles Schwab February 1988 - October 2008
Skills
Personal Development, Holistic Health, Success Mastery, Coaching, Wellness Coaching, Public Speaking, Wellness, Nutrition, Entrepreneurship, Meditation, Health, Lifestyle Coaching, Motivational Speaking, Home Based Business, Stress Management, Social Networking, Leadership, Lifestyle, Wellbeing, Small Business, Team Building, Fitness, Training, Personal Training, Reiki, Leadership Development, Alternative Medicine, Relaxation, Nutritional Counseling, Healing, Skin Care, Stress, Healthcare, Network Marketing, Supplements, Pain Management, Executive Coaching, NLP, Yoga, Life Coaching, Fitness Training, Business Coaching, Workshop Facilitation, Strength Training, Weight, Emotional Intelligence, Health Education, Business Networking, Nutrition Education, Therapeutic Massage
Education
Global Information Network 2011 — 2013
Level V Candidate, Inner Circle Member, Success Mastery Course, Level V Candidate
Institute for Integrative Nutrition, New York 2010 — 2011
Health Coach/Consultant, Holistic Health
Texas Tech University
BBA, Business
Andrea Bacak McGowan Andrea Bacak McGowan's Charles Schwab Experience June 2014 - Present
Job Talent Attraction Specialist at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Dell February 2010 - February 2014
Dell February 2010 - April 2011
Supplemental Health Care 2007 - 2010
Skills
Onboarding, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Talent Management, Benefits Negotiation, Recruiting, College Recruiting, Sourcing, Employer Branding, Vendor Management, Screening Resumes, Account Management, Screening, SDLC, Cold Calling
Education
Texas Tech University 2000 — 2006
Bachelor of Arts and Sciences, Communications
Charles Schwab June 2014 - Present
Dell February 2010 - February 2014
Dell February 2010 - April 2011
Supplemental Health Care 2007 - 2010
Skills
Onboarding, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Talent Management, Benefits Negotiation, Recruiting, College Recruiting, Sourcing, Employer Branding, Vendor Management, Screening Resumes, Account Management, Screening, SDLC, Cold Calling
Education
Texas Tech University 2000 — 2006
Bachelor of Arts and Sciences, Communications
Jennifer (Netzer) Spencer Jennifer (Netzer) Spencer's Charles Schwab Experience August 1999 - May 2001
Job Director at Beautycounter
Industry Medical Practice
Experience
Beautycounter August 2014 - Present
Superior Pediatrics August 2009 - Present
Parent Pardners, Inc. August 2005 - Present
Pediatric TheraPlay, inc. August 2005 - June 2009
Central Florida Therapy Solutions, inc. 2001 - 2004
Charles Schwab August 1999 - May 2001
PRN therapist January 1999 - May 2001
TheraNet, Inc January 1998 - January 1999
Skills
Pediatric evaluation..., Teacher Training, Employee Training, Marketing Strategy, Organization &..., Creative Problem Solving, Parent Education, Professional Mentoring, Resource Management, Team Leadership, Performance Management, Time Management, Innovation Development, Neuroscience, Orthopedic Rehab, Sensory Evaluation, Treatment
Education
Texas Tech University Health Sciences Center 1993 — 1997
Bachelor's Degree, Occupational Therapy/Therapist, Graduated Cum Laude
The University of Texas at Arlington 1991 — 1993
Pre-Medicine/Pre-Medical Studies
Beautycounter August 2014 - Present
Superior Pediatrics August 2009 - Present
Parent Pardners, Inc. August 2005 - Present
Pediatric TheraPlay, inc. August 2005 - June 2009
Central Florida Therapy Solutions, inc. 2001 - 2004
Charles Schwab August 1999 - May 2001
PRN therapist January 1999 - May 2001
TheraNet, Inc January 1998 - January 1999
Skills
Pediatric evaluation..., Teacher Training, Employee Training, Marketing Strategy, Organization &..., Creative Problem Solving, Parent Education, Professional Mentoring, Resource Management, Team Leadership, Performance Management, Time Management, Innovation Development, Neuroscience, Orthopedic Rehab, Sensory Evaluation, Treatment
Education
Texas Tech University Health Sciences Center 1993 — 1997
Bachelor's Degree, Occupational Therapy/Therapist, Graduated Cum Laude
The University of Texas at Arlington 1991 — 1993
Pre-Medicine/Pre-Medical Studies
Ben Widders Ben Widders's Charles Schwab Experience December 2003 - May 2009
Job Vice President at EP Wealth Advisors
Industry Investment Management
Experience
EP Wealth Advisors August 2009 - Present
Charles Schwab December 2003 - May 2009
Education
The Master's College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
EP Wealth Advisors August 2009 - Present
Charles Schwab December 2003 - May 2009
Education
The Master's College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration
Ira Freilich Ira Freilich's Charles Schwab Experience March 2010 - December 2012
Job Associate, Client Audit Services at Charles Schwab
Industry Accounting
Experience
Charles Schwab March 2010 - December 2012
National Oilwell Varco February 2007 - March 2010
Barnes & Noble August 2006 - January 2007
Skills
Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Charles Schwab March 2010 - December 2012
National Oilwell Varco February 2007 - March 2010
Barnes & Noble August 2006 - January 2007
Skills
Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Finance
Mick Chamberlain Mick Chamberlain's Charles Schwab Experience January 1997 - February 2001
Job Principal at IntelliSchool PV
Industry Higher Education
Experience
IntelliSchool PV 2014 - 2015
EVIT Adult Education 2013 - 2014
Skyline Prep HS 2012 - 2013
Maricopa Community Colleges June 2007 - June 2012
Precision High School 2004 - 2007
Charles Schwab January 1997 - February 2001
Scudder Stevens & Clark 1994 - 1997
BFDS 1989 - 1994
Skills
Teacher Training, Instructional Design, Educational Leadership, Tutoring, Public Speaking, Curriculum Development, Instructional Technology, Classroom, Educational Technology, Higher Education, Staff Development, Adult Education, E-Learning, Program Development, Distance Learning, Teaching, Grant Writing, Vendor Management, Curriculum Design, Student Development, Student Affairs, Process Improvement, Program Management, Nonprofits, Leadership Development, Leadership, Project Management, Research, Management, Strategic Planning
Education
University of Phoenix 2008 — 2010
Master's degree, Educational Administration and Supervision
University of Phoenix 2004 — 2006
Master of Arts (M.A.), Secondary Education and Teaching
The London School of Economics and Political Science (LSE) 1972 — 1975
Bachelor of Science (BSc)
IntelliSchool PV 2014 - 2015
EVIT Adult Education 2013 - 2014
Skyline Prep HS 2012 - 2013
Maricopa Community Colleges June 2007 - June 2012
Precision High School 2004 - 2007
Charles Schwab January 1997 - February 2001
Scudder Stevens & Clark 1994 - 1997
BFDS 1989 - 1994
Skills
Teacher Training, Instructional Design, Educational Leadership, Tutoring, Public Speaking, Curriculum Development, Instructional Technology, Classroom, Educational Technology, Higher Education, Staff Development, Adult Education, E-Learning, Program Development, Distance Learning, Teaching, Grant Writing, Vendor Management, Curriculum Design, Student Development, Student Affairs, Process Improvement, Program Management, Nonprofits, Leadership Development, Leadership, Project Management, Research, Management, Strategic Planning
Education
University of Phoenix 2008 — 2010
Master's degree, Educational Administration and Supervision
University of Phoenix 2004 — 2006
Master of Arts (M.A.), Secondary Education and Teaching
The London School of Economics and Political Science (LSE) 1972 — 1975
Bachelor of Science (BSc)
Tolu Lola Adesina's Charles Schwab Experience August 2014 - August 2015
Job
Industry Staffing and Recruiting
Experience
Electronic Arts (EA) September 2015 - Present
Charles Schwab August 2014 - August 2015
Google September 2013 - August 2014
Adaptive Learning January 2012 - September 2013
Kool Smiles Dentistry April 2011 - October 2011
Skills
Fundraising, Event Planning, Community Relations, Publicity, Public Speaking, Non-profits, Marketing Communications, Microsoft Office, Promotions, Customer Service, Sales Management, Management, Investments, Investment Banking, Financial Analysis, Economic Development, Economics, Recruiting, Student Recruiting, Relationship Marketing, Strategic Planning, Business Analysis, Team Leadership, Sourcing, Talent Acquisition, Social Media, Social Networking, Sales, Interviews, Nonprofits, Community Development, Consulting, Hiring, Leadership, Temporary Placement
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, 1st Major: Economics 2nd Major: Communications (Public Affairs) Minor: Sociology
Electronic Arts (EA) September 2015 - Present
Charles Schwab August 2014 - August 2015
Google September 2013 - August 2014
Adaptive Learning January 2012 - September 2013
Kool Smiles Dentistry April 2011 - October 2011
Skills
Fundraising, Event Planning, Community Relations, Publicity, Public Speaking, Non-profits, Marketing Communications, Microsoft Office, Promotions, Customer Service, Sales Management, Management, Investments, Investment Banking, Financial Analysis, Economic Development, Economics, Recruiting, Student Recruiting, Relationship Marketing, Strategic Planning, Business Analysis, Team Leadership, Sourcing, Talent Acquisition, Social Media, Social Networking, Sales, Interviews, Nonprofits, Community Development, Consulting, Hiring, Leadership, Temporary Placement
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, 1st Major: Economics 2nd Major: Communications (Public Affairs) Minor: Sociology
Joshua Lansbery Joshua Lansbery's Charles Schwab Experience August 2014 - Present
Job Product Manager, Mobile Platforms & Products
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab November 2010 - August 2014
Charles Schwab August 2008 - November 2010
Skills
Series 7, Series 63
Education
Texas State University-San Marcos 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas State University-San Marcos
Charles Schwab August 2014 - Present
Charles Schwab November 2010 - August 2014
Charles Schwab August 2008 - November 2010
Skills
Series 7, Series 63
Education
Texas State University-San Marcos 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas State University-San Marcos
Sherry Perez Sherry Perez's Charles Schwab Experience March 2014 - Present
Job PS Brokerage Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
A+ Federal Credit Union April 2013 - March 2014
Broadway National Bank August 2012 - May 2013
San Marcos Tailors 2008 - 2012
Skills
Microsoft Excel, Commercial Banking, Credit, Loans, Banking, Retail Banking, Credit Analysis, Customer Service, Consumer Lending, Risk Management, Finance, Commercial Lending
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Charles Schwab March 2014 - Present
A+ Federal Credit Union April 2013 - March 2014
Broadway National Bank August 2012 - May 2013
San Marcos Tailors 2008 - 2012
Skills
Microsoft Excel, Commercial Banking, Credit, Loans, Banking, Retail Banking, Credit Analysis, Customer Service, Consumer Lending, Risk Management, Finance, Commercial Lending
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Sean Dye Sean Dye's Charles Schwab Experience December 2012 - Present
Job Trading and Transfer of Assets at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Charles Schwab April 2011 - December 2012
Best Buy March 2009 - April 2011
Skills
Financial Services, Trading, Financial Risk, Cash Management, Microsoft Office, 401k, Banking, Customer Service, Microsoft Excel, Finance, Sales, Microsoft Word, PowerPoint, Equities, Outlook, Corporate Finance, Process Improvement, Retirement Plan..., Financial Analysis, Alternative Investments, Hedge Funds, Private Equity, REIT, Mutual Funds, Trustee, Trust Services, Qualified Retirement..., Broker-Dealer
Education
Texas State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Texas State University-San Marcos 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Charles Schwab December 2012 - Present
Charles Schwab April 2011 - December 2012
Best Buy March 2009 - April 2011
Skills
Financial Services, Trading, Financial Risk, Cash Management, Microsoft Office, 401k, Banking, Customer Service, Microsoft Excel, Finance, Sales, Microsoft Word, PowerPoint, Equities, Outlook, Corporate Finance, Process Improvement, Retirement Plan..., Financial Analysis, Alternative Investments, Hedge Funds, Private Equity, REIT, Mutual Funds, Trustee, Trust Services, Qualified Retirement..., Broker-Dealer
Education
Texas State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Texas State University-San Marcos 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Maria V. Schwieder Maria V. Schwieder's Charles Schwab Experience 2005 - 2006
Job Director at SolarWinds
Industry Information Technology and Services
Experience
SolarWinds May 2015 - Present
SolarWinds October 2013 - May 2015
SolarWinds October 2011 - October 2013
Infochimps 2011 - 2011
Dimensional Fund Advisors 2010 - 2011
Alliance Tech May 2009 - August 2009
Nuveen Investments 2006 - 2008
Charles Schwab 2005 - 2006
The Monitor Group, Inc. 2004 - 2005
Skills
Digital Marketing, Competitive Analysis, Analytics, Negotiation, SEO, Lead Generation, Web Analytics, Google Analytics, Strategy, Marketing, Start-ups, Business Development, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
The Catholic University of America 2000 — 2004
Bachelor of Arts, Media Studies and English
SolarWinds May 2015 - Present
SolarWinds October 2013 - May 2015
SolarWinds October 2011 - October 2013
Infochimps 2011 - 2011
Dimensional Fund Advisors 2010 - 2011
Alliance Tech May 2009 - August 2009
Nuveen Investments 2006 - 2008
Charles Schwab 2005 - 2006
The Monitor Group, Inc. 2004 - 2005
Skills
Digital Marketing, Competitive Analysis, Analytics, Negotiation, SEO, Lead Generation, Web Analytics, Google Analytics, Strategy, Marketing, Start-ups, Business Development, Product Marketing
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
The Catholic University of America 2000 — 2004
Bachelor of Arts, Media Studies and English
Chris Thom, CFP® Chris Thom, CFP®'s Charles Schwab Experience March 2014 - Present
Job Vice President, Portfolio Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab October 2012 - March 2014
JWA Financial Group, Inc. September 2011 - September 2012
USAA September 2009 - September 2011
USAA May 2008 - September 2009
USAA July 2007 - May 2008
USAA March 2006 - July 2007
First Texas Financial Services July 2005 - March 2006
TAI Financial Services, Inc. February 1999 - June 2005
Skills
Wealth Management, Asset Management, Financial Planning, Sales Management, Insurance, Strategic Financial..., Asset Managment, High Net Worth..., Series 24, Series 7, Retirement Planning, Life Insurance, Financial Planners, Financial Services, Wealth Management..., Wealth, Investments, Financial Advisory, Equities
Education
Texas Tech University 1992 — 1996
BBA, Marketing
Prattville High School, AL 1991 — 1992
Diploma
Frankfurt American High School (Germany) 1989 — 1991
Charles Schwab March 2014 - Present
Charles Schwab October 2012 - March 2014
JWA Financial Group, Inc. September 2011 - September 2012
USAA September 2009 - September 2011
USAA May 2008 - September 2009
USAA July 2007 - May 2008
USAA March 2006 - July 2007
First Texas Financial Services July 2005 - March 2006
TAI Financial Services, Inc. February 1999 - June 2005
Skills
Wealth Management, Asset Management, Financial Planning, Sales Management, Insurance, Strategic Financial..., Asset Managment, High Net Worth..., Series 24, Series 7, Retirement Planning, Life Insurance, Financial Planners, Financial Services, Wealth Management..., Wealth, Investments, Financial Advisory, Equities
Education
Texas Tech University 1992 — 1996
BBA, Marketing
Prattville High School, AL 1991 — 1992
Diploma
Frankfurt American High School (Germany) 1989 — 1991
Mark Lovell Anderson's Charles Schwab Experience November 1999 - December 2004
Job Solutions Consultant Account Manager TTI Success Insights (DISC)
Industry Management Consulting
Experience
TTI Success Insights June 2015 - September 2015
JPMorgan Chase September 2012 - September 2014
Charles Schwab & Co. Inc. October 2006 - October 2008
Charles Schwab & Co, Inc. January 2005 - October 2006
Charles Schwab November 1999 - December 2004
DHL May 1997 - November 1999
Skills
People Management, Change Management, Process Improvement, Team Leadership, Team Motivator, Labor Relations, Employee Relations, recruiting, Training & Development, Performance Management, qa/testing, Employee Engagement, client relations, Negotiation, branding, Public Relations, Risk Mitigation, threat assessment &..., Leadership, Recruiting, Coaching, Call Centers, Management, Human Resources, Risk Management, Team Building, Sales, Training, Strategy
Education
The George Washington University 1991 — 1994
Bachelor's Degree, French Literature
The Lawrenceville School 1985 — 1989
TTI Success Insights June 2015 - September 2015
JPMorgan Chase September 2012 - September 2014
Charles Schwab & Co. Inc. October 2006 - October 2008
Charles Schwab & Co, Inc. January 2005 - October 2006
Charles Schwab November 1999 - December 2004
DHL May 1997 - November 1999
Skills
People Management, Change Management, Process Improvement, Team Leadership, Team Motivator, Labor Relations, Employee Relations, recruiting, Training & Development, Performance Management, qa/testing, Employee Engagement, client relations, Negotiation, branding, Public Relations, Risk Mitigation, threat assessment &..., Leadership, Recruiting, Coaching, Call Centers, Management, Human Resources, Risk Management, Team Building, Sales, Training, Strategy
Education
The George Washington University 1991 — 1994
Bachelor's Degree, French Literature
The Lawrenceville School 1985 — 1989
Grant Hurd's Charles Schwab Experience June 2014 - August 2014
Job Commercial Leadership Program at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank June 2015 - Present
Charles Schwab June 2014 - August 2014
Shealy Electrical Wholesalers, Inc. June 2012 - July 2012
Crave Kitchen and Cocktails June 2012 - July 2012
Bank of America May 2011 - May 2011
Skills
Teamwork, English, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Accounting, Customer Service, Microsoft Word, Research, Outlook, Windows, Financial Analysis, QuickBooks, Public Speaking, Marketing, Building Relationships, Team Building, International Business, Financial Reporting, Leadership
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: International Business and Finance
University of Strathclyde 2014 — 2014
International Business
London School of Economics and Political Science 2013 — 2013
International Law and British Law
Charlotte Latin School 1999 — 2011
Fifth Third Bank June 2015 - Present
Charles Schwab June 2014 - August 2014
Shealy Electrical Wholesalers, Inc. June 2012 - July 2012
Crave Kitchen and Cocktails June 2012 - July 2012
Bank of America May 2011 - May 2011
Skills
Teamwork, English, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Accounting, Customer Service, Microsoft Word, Research, Outlook, Windows, Financial Analysis, QuickBooks, Public Speaking, Marketing, Building Relationships, Team Building, International Business, Financial Reporting, Leadership
Education
University of South Carolina - The Moore School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: International Business and Finance
University of Strathclyde 2014 — 2014
International Business
London School of Economics and Political Science 2013 — 2013
International Law and British Law
Charlotte Latin School 1999 — 2011
Rolli Sandera Rolli Sandera's Charles Schwab Experience June 2012 - June 2013
Job Financial Analyst at Capitol Wealth Strategies
Industry Financial Services
Experience
Capitol Wealth Strategies April 2015 - Present
PetroCloud - Oilfield Automation Made Simple April 2014 - January 2015
J.P. Morgan June 2013 - April 2014
Charles Schwab June 2012 - June 2013
Texas State University Department of Accounting January 2012 - June 2012
HEB August 2010 - June 2012
HEB August 2007 - July 2010
Skills
Customer Service, Leadership, Public Relations, Sales, Accounting, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Capitol Wealth Strategies April 2015 - Present
PetroCloud - Oilfield Automation Made Simple April 2014 - January 2015
J.P. Morgan June 2013 - April 2014
Charles Schwab June 2012 - June 2013
Texas State University Department of Accounting January 2012 - June 2012
HEB August 2010 - June 2012
HEB August 2007 - July 2010
Skills
Customer Service, Leadership, Public Relations, Sales, Accounting, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Arie Goldshlager Arie Goldshlager's Charles Schwab Experience 1995 - 1996
Job Customer Strategy, Customer Insight, and Innovation Consultant
Industry Management Consulting
Experience
The Fine Balance Consulting Group August 2009 - Present
KPMG March 2012 - May 2013
SunTrust Bank August 2003 - July 2009
The 2008 Dialogue Conference (Dialogkonferansen) August 2008 - August 2008
AGENCY.COM 2000 - 2002
PeoplePC 2000 - 2000
Ernst & Young 1997 - 2000
Charles Schwab 1995 - 1996
Digitas 1993 - 1995
Epsilon 1989 - 1992
Skills
Customer Experience, Customer Acquisition, Customer Service, Customer Retention, Customer Engagement, Customer Insight, Innovation, Credit Cards, Telecommunications, Segmentation, Analytics, Customer Loyalty, Call Center, Cross Selling, Multi-channel Marketing, Marketing Strategy, Relationship Marketing, Consumer Insights, Loyalty Programs, Marketing Management, Integrated Marketing, Retail, Loyalty Marketing, Banking, Customer Lifecycle..., Customer Value..., Voice of the Customer, Customer Centricity, Management Consulting, Customer Interaction..., Customer Experience..., Customer Profitability, Predictive Modeling, Data Mining, Product Marketing, Customer Experience..., CRM, Customer Analysis, Start-ups, Call Centers, Financial Services, Brand Loyalty, Digital Marketing, Strategy, Social CRM, Cross-functional Team..., Database Marketing, Program Management, Leadership, Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master's Degree, Marketing
The Hebrew University 1981 — 1985
BA, Economics, Cum Laude
The Fine Balance Consulting Group August 2009 - Present
KPMG March 2012 - May 2013
SunTrust Bank August 2003 - July 2009
The 2008 Dialogue Conference (Dialogkonferansen) August 2008 - August 2008
AGENCY.COM 2000 - 2002
PeoplePC 2000 - 2000
Ernst & Young 1997 - 2000
Charles Schwab 1995 - 1996
Digitas 1993 - 1995
Epsilon 1989 - 1992
Skills
Customer Experience, Customer Acquisition, Customer Service, Customer Retention, Customer Engagement, Customer Insight, Innovation, Credit Cards, Telecommunications, Segmentation, Analytics, Customer Loyalty, Call Center, Cross Selling, Multi-channel Marketing, Marketing Strategy, Relationship Marketing, Consumer Insights, Loyalty Programs, Marketing Management, Integrated Marketing, Retail, Loyalty Marketing, Banking, Customer Lifecycle..., Customer Value..., Voice of the Customer, Customer Centricity, Management Consulting, Customer Interaction..., Customer Experience..., Customer Profitability, Predictive Modeling, Data Mining, Product Marketing, Customer Experience..., CRM, Customer Analysis, Start-ups, Call Centers, Financial Services, Brand Loyalty, Digital Marketing, Strategy, Social CRM, Cross-functional Team..., Database Marketing, Program Management, Leadership, Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master's Degree, Marketing
The Hebrew University 1981 — 1985
BA, Economics, Cum Laude
Nadira Deery, CFP®'s Charles Schwab Experience June 1999 - August 2005
Job Wealth Advisor at The Ayco Company, L.P., a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - Present
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - Present
SunTrust Bank February 2014 - October 2014
Fidelity Investments January 2006 - August 2013
Weichert Realtors September 2005 - December 2005
Charles Schwab June 1999 - August 2005
Skills
Management, Leadership, Finance, Marketing, Selling, Insurance, Investments, Portfolio Management, Banking, Financial Services, Credit, Estate Planning, Retirement, Financial Analysis, Sales, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 2009 — 2011
Master of Science, Finance
University of Florida 1995 — 1997
Bachelor of Science (BS), Economics
University of Florida 1990 — 1995
Bachelor of Science (BS), Environmental Science
Stan Shepard's Charles Schwab Experience March 2015 - April 2015
Job Head of Commercial Transactions at Atlassian
Industry Law Practice
Experience
Atlassian April 2015 - Present
Charles Schwab March 2015 - April 2015
Charles Schwab October 2007 - March 2015
Gunderson Dettmer June 2005 - October 2007
Skills
Intellectual Property, Mergers, Corporate Law, Licensing, Mergers & Acquisitions, Strategy, Enterprise Software, Cloud Computing, Commercial Litigation, Management, Mobile Devices, Patents, Negotiation, Outsourcing, Telecommunications, Digital Media, Portfolio Management, Professional Services, Data Center
Education
Yale University 1993 — 1997
B.A., History
The London School of Economics and Political Science (LSE) 1997 — 1998
M.Sc., International Political Economy
University of Michigan Law School 2002 — 2004
J.D.
Atlassian April 2015 - Present
Charles Schwab March 2015 - April 2015
Charles Schwab October 2007 - March 2015
Gunderson Dettmer June 2005 - October 2007
Skills
Intellectual Property, Mergers, Corporate Law, Licensing, Mergers & Acquisitions, Strategy, Enterprise Software, Cloud Computing, Commercial Litigation, Management, Mobile Devices, Patents, Negotiation, Outsourcing, Telecommunications, Digital Media, Portfolio Management, Professional Services, Data Center
Education
Yale University 1993 — 1997
B.A., History
The London School of Economics and Political Science (LSE) 1997 — 1998
M.Sc., International Political Economy
University of Michigan Law School 2002 — 2004
J.D.
Mark Forester Mark Forester's Charles Schwab Experience 1992 - 2001
Job Chief Executive Officer at 7x7 Executive Transportation
Industry Transportation/Trucking/Railroad
Experience
7x7 Executive Transportation January 2011 - Present
Western Asset Management May 2010 - June 2013
Practice Corporation 2004 - 2004
Charles Schwab Australia 2000 - 2001
Charles Schwab 1992 - 2001
Esprit de Corp 1986 - 1992
Myers-Holum 1988 - 1990
Rand Information Systems 1977 - 1984
Baltimore City Department of Planning 1972 - 1976
Skills
SDLC, Portfolio Management, Fixed Income, Financial Services, IT Strategy, Cross-functional Team..., Leadership, Trading Systems, Vendor Management, Business Intelligence, Enterprise Architecture, Project Portfolio..., Integration, Strategy, Business Process..., Entrepreneurship, Luxury Transportation
Education
Staples High School
The Johns Hopkins University
BA
7x7 Executive Transportation January 2011 - Present
Western Asset Management May 2010 - June 2013
Practice Corporation 2004 - 2004
Charles Schwab Australia 2000 - 2001
Charles Schwab 1992 - 2001
Esprit de Corp 1986 - 1992
Myers-Holum 1988 - 1990
Rand Information Systems 1977 - 1984
Baltimore City Department of Planning 1972 - 1976
Skills
SDLC, Portfolio Management, Fixed Income, Financial Services, IT Strategy, Cross-functional Team..., Leadership, Trading Systems, Vendor Management, Business Intelligence, Enterprise Architecture, Project Portfolio..., Integration, Strategy, Business Process..., Entrepreneurship, Luxury Transportation
Education
Staples High School
The Johns Hopkins University
BA
Steven Gomer Steven Gomer's Charles Schwab Experience August 2000 - December 2001
Job Home Loan Consultant at Equity Source Home Loans, LLC
Industry Real Estate
Experience
Equity Source Home Loans, LLC 2006 - 2011
Equity Source Home Loans, LLC 2003 - 2006
Charles Schwab August 2000 - December 2001
Charles Schwab 1997 - June 2000
Charles Schwab 1995 - 1997
Charles Schwab 1993 - 1995
Skills
Public Relations, Risk Management, Banking, Management
Education
The George Washington University 1985 — 1989
BA, International Affairs
Equity Source Home Loans, LLC 2006 - 2011
Equity Source Home Loans, LLC 2003 - 2006
Charles Schwab August 2000 - December 2001
Charles Schwab 1997 - June 2000
Charles Schwab 1995 - 1997
Charles Schwab 1993 - 1995
Skills
Public Relations, Risk Management, Banking, Management
Education
The George Washington University 1985 — 1989
BA, International Affairs
jim schwenke jim schwenke's Charles Schwab Experience 1995 - 2000
Job Creative Director, Integrated Behavioral Messaging
Industry Marketing and Advertising
Experience
Independent Digital Expert (on- and offline) 2009 - Present
Varian Medical Systems 2013 - 2013
Comunic8 2007 - 2013
89 Degrees 2010 - 2011
R2C Group (Chautauqua Communications) 2007 - 2008
Young & Rubicam Brands (Wunderman) 2006 - 2007
Nimblefish 2006 - 2006
Digital Impact (Acxiom) 2002 - 2005
Frankel (a Publicis Company) 2000 - 2002
Charles Schwab 1995 - 2000
Skills
Integrated Marketing, Creative Direction, Direct Marketing, Advertising, Creative Strategy, Digital Marketing, Copywriting, Art Direction, E-commerce, Digital Strategy, Direct Mail, Multi-channel Marketing, Interactive Marketing, Interactive Advertising, Email Marketing, Marketing, Content Strategy, SEM, Interaction Design, Corporate Branding, Start-ups, User Experience, Mobile Marketing, Social Media Marketing, Management, Concept Development, Corporate Identity, Brand Development, Online Advertising, Relationship Marketing, B2B, Information Architecture, Creative Problem Solving, SEO, Online Marketing, B2C, User Interface Design, User-centered Design, Personas, Usability Design, Customer Experience, Creative Concept..., Creative Briefs, Creative Writing, Managing Creative Teams, Thought Leadership, Idea Generation, Mentoring, Web Analytics, Strategy
Education
The Citadel
University of Florida
Independent Digital Expert (on- and offline) 2009 - Present
Varian Medical Systems 2013 - 2013
Comunic8 2007 - 2013
89 Degrees 2010 - 2011
R2C Group (Chautauqua Communications) 2007 - 2008
Young & Rubicam Brands (Wunderman) 2006 - 2007
Nimblefish 2006 - 2006
Digital Impact (Acxiom) 2002 - 2005
Frankel (a Publicis Company) 2000 - 2002
Charles Schwab 1995 - 2000
Skills
Integrated Marketing, Creative Direction, Direct Marketing, Advertising, Creative Strategy, Digital Marketing, Copywriting, Art Direction, E-commerce, Digital Strategy, Direct Mail, Multi-channel Marketing, Interactive Marketing, Interactive Advertising, Email Marketing, Marketing, Content Strategy, SEM, Interaction Design, Corporate Branding, Start-ups, User Experience, Mobile Marketing, Social Media Marketing, Management, Concept Development, Corporate Identity, Brand Development, Online Advertising, Relationship Marketing, B2B, Information Architecture, Creative Problem Solving, SEO, Online Marketing, B2C, User Interface Design, User-centered Design, Personas, Usability Design, Customer Experience, Creative Concept..., Creative Briefs, Creative Writing, Managing Creative Teams, Thought Leadership, Idea Generation, Mentoring, Web Analytics, Strategy
Education
The Citadel
University of Florida
Jennifer McIntire Jennifer McIntire's Charles Schwab Experience August 2014 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
LeakyNews.com 2013 - 2014
Care.com 2012 - 2014
Books A Million 2010 - 2011
COSI - Center of Science and Industry 2009 - 2010
Skills
Customer Service, Organizational..., Team Leadership, Time Management, Operations Management, Client Relations Skills, Elementary Education, Music Education, Special Education, Special Events..., Social Networking, Public Speaking
Education
The Ohio State University 2006 — 2013
Bachelor of Human Ecology, Human Development and Family Studies, General
Wright State University 2005 — 2006
Kenton Ridge High School 2001 — 2005
High School Diploma, General Studies
Charles Schwab August 2014 - Present
LeakyNews.com 2013 - 2014
Care.com 2012 - 2014
Books A Million 2010 - 2011
COSI - Center of Science and Industry 2009 - 2010
Skills
Customer Service, Organizational..., Team Leadership, Time Management, Operations Management, Client Relations Skills, Elementary Education, Music Education, Special Education, Special Events..., Social Networking, Public Speaking
Education
The Ohio State University 2006 — 2013
Bachelor of Human Ecology, Human Development and Family Studies, General
Wright State University 2005 — 2006
Kenton Ridge High School 2001 — 2005
High School Diploma, General Studies
Nathan Hamilton Nathan Hamilton's Charles Schwab Experience June 2008 - July 2011
Job Tech and Consumer Goods @ Motley Fool
Industry Financial Services
Experience
The Motley Fool May 2014 - Present
Contractor PropThink.com November 2013 - May 2014
TAMRO Capital Partners June 2013 - August 2013
Smithsonian Office of Investments June 2012 - June 2013
Charles Schwab June 2008 - July 2011
Gibson Arnold & Associates June 2006 - June 2008
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Equities, Financial Analysis, Investments, Series 7, Capital Markets, Fixed Income, Asset Managment, Options, Portfolio Management, Series 63, Derivatives, Securities, Trading, Hedge Funds, Asset Management
Education
The George Washington University - School of Business 2011 — 2013
MBA, Finance
University of Colorado at Denver 2000 — 2004
BA, Psychology
The Motley Fool May 2014 - Present
Contractor PropThink.com November 2013 - May 2014
TAMRO Capital Partners June 2013 - August 2013
Smithsonian Office of Investments June 2012 - June 2013
Charles Schwab June 2008 - July 2011
Gibson Arnold & Associates June 2006 - June 2008
Skills
Financial Modeling, Valuation, Bloomberg Terminal, Equities, Financial Analysis, Investments, Series 7, Capital Markets, Fixed Income, Asset Managment, Options, Portfolio Management, Series 63, Derivatives, Securities, Trading, Hedge Funds, Asset Management
Education
The George Washington University - School of Business 2011 — 2013
MBA, Finance
University of Colorado at Denver 2000 — 2004
BA, Psychology
Mark Josefczyk Mark Josefczyk's Charles Schwab Experience 1988 - 1994
Job Helping Financial Advisors achieve true independence...say goodbye to FINRA!
Industry Financial Services
Experience
TD Ameritrade Institutional September 2007 - Present
Schwab Advisor Services Schwab Institutional January 2006 - September 2007
Haberer Registered Investment Advisor Huntington Investment Compay 1996 - 2006
Schwab Institutional 1994 - 1996
Charles Schwab 1988 - 1994
Ruff Times Publishing, LLC 1986 - 1988
Skills
Consulting, Entertainment, Golf, Networking, New Business Development, Relationship Management, Sales, Building Relationships
Education
University of California, Davis 1983 — 1986
BS, Managerial Economics
The Ohio State University 1981 — 1983
transferred, Managerial Economics
Northmont High School 1978 — 1981
TD Ameritrade Institutional September 2007 - Present
Schwab Advisor Services Schwab Institutional January 2006 - September 2007
Haberer Registered Investment Advisor Huntington Investment Compay 1996 - 2006
Schwab Institutional 1994 - 1996
Charles Schwab 1988 - 1994
Ruff Times Publishing, LLC 1986 - 1988
Skills
Consulting, Entertainment, Golf, Networking, New Business Development, Relationship Management, Sales, Building Relationships
Education
University of California, Davis 1983 — 1986
BS, Managerial Economics
The Ohio State University 1981 — 1983
transferred, Managerial Economics
Northmont High School 1978 — 1981
Chris Hager Chris Hager's Charles Schwab Experience May 2014 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
Charles Schwab May 2014 - Present
TD Ameritrade March 2008 - April 2014
Allstate November 2004 - March 2008
New York Life Insurance Company October 2002 - November 2004
Charles Schwab 1999 - 2002
Skills
Investments
Education
The George Washington University 1993 — 1996
Master of Arts (MA), Political Management
The University of Texas at Austin 1988 — 1993
Bachelor of Science, Economics
Christine Ringleb, PhD, PMP Christine Ringleb, PhD, PMP's Charles Schwab Experience November 2010 - Present
Job Sr Business Systems Analyst
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Heurisis, LLC February 2004 - May 2011
Wells Fargo with INT Technologies October 2009 - October 2010
Jeppesen with Compri Consulting and Istonish January 2007 - August 2009
OppenheimerFunds September 2007 - March 2009
Qwest Communications with CurrentConsulting August 2007 - September 2007
BoldTech Systems at Corporate Express September 2006 - December 2006
Westerra CU January 2006 - June 2006
Denver Water June 2004 - December 2005
Archstone-Smith March 2004 - June 2004
Skills
Requirements Analysis, Business Analysis, Business Intelligence, Project Management, IT Management, User Experience, Algorithm Design, Scrum, UML, RUP, OOAD, SDLC
Education
FINRA 2013 — 2013
Series 7 Certification
Project Management Institute 2003 — 2011
PMP, Project Management
Object Management Institute 2008 — 2008
UML 2.0 certiification, UML 2.0
University of Aberdeen 1972 — 1977
Doctor of Philosophy, Science, Ecology
The Goethe University Frankfurt 1967 — 1972
Diplom equivalent to B.S., Biology, Mathematics, Statistics
Charles Schwab November 2010 - Present
Heurisis, LLC February 2004 - May 2011
Wells Fargo with INT Technologies October 2009 - October 2010
Jeppesen with Compri Consulting and Istonish January 2007 - August 2009
OppenheimerFunds September 2007 - March 2009
Qwest Communications with CurrentConsulting August 2007 - September 2007
BoldTech Systems at Corporate Express September 2006 - December 2006
Westerra CU January 2006 - June 2006
Denver Water June 2004 - December 2005
Archstone-Smith March 2004 - June 2004
Skills
Requirements Analysis, Business Analysis, Business Intelligence, Project Management, IT Management, User Experience, Algorithm Design, Scrum, UML, RUP, OOAD, SDLC
Education
FINRA 2013 — 2013
Series 7 Certification
Project Management Institute 2003 — 2011
PMP, Project Management
Object Management Institute 2008 — 2008
UML 2.0 certiification, UML 2.0
University of Aberdeen 1972 — 1977
Doctor of Philosophy, Science, Ecology
The Goethe University Frankfurt 1967 — 1972
Diplom equivalent to B.S., Biology, Mathematics, Statistics
Blaine Malcolm, CFP® Blaine Malcolm, CFP®'s Charles Schwab Experience August 2003 - July 2009
Job Chief Advisory Officer at Botsford Financial Group
Industry Financial Services
Experience
Botsford Financial Group 2009 - Present
Charles Schwab August 2003 - July 2009
Olde/ H&R Block Financial March 2000 - August 2003
Skills
Securities, Series 7, Retirement Planning, Series 65, Wealth Management, Series 63, Series 24, Series 6, Certified Financial..., FINRA, Mutual Funds, Investments, Asset Allocation
Education
Texas Tech University 1994 — 1999
Marketing
Botsford Financial Group 2009 - Present
Charles Schwab August 2003 - July 2009
Olde/ H&R Block Financial March 2000 - August 2003
Skills
Securities, Series 7, Retirement Planning, Series 65, Wealth Management, Series 63, Series 24, Series 6, Certified Financial..., FINRA, Mutual Funds, Investments, Asset Allocation
Education
Texas Tech University 1994 — 1999
Marketing
Mark Medellin Mark Medellin's Charles Schwab Experience April 2007 - Present
Job Quality Assurance Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab April 2007 - Present
The 401(k) Company June 1998 - April 2007
Skills
Requirements Analysis, Agile Methodologies
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Marketing
Charles Schwab April 2007 - Present
The 401(k) Company June 1998 - April 2007
Skills
Requirements Analysis, Agile Methodologies
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Marketing
Troy Thingelstad Troy Thingelstad's Charles Schwab Experience June 2000 - September 2002
Job District Manager at Panera Bread
Industry Restaurants
Experience
Panera Bread April 2007 - Present
Pei Wei Asian Diner April 2005 - April 2007
Panera Bread September 2002 - April 2005
Charles Schwab June 2000 - September 2002
Skills
Leadership Development, Leadership, Team Management, Team Leadership, Operations Management, Management, Multi-unit, District Management, Multi-Unit Management, Operational Strategy, New Store Development, Team Building, Restaurants, Restaurant Management, Training, P&L, P&L Management, Business Process..., Inventory Management, Employee Training, Operational Planning, Labor Control, Labor Management, Operational Analysis, Customer Satisfaction, Food Service, New Restaurant Openings, Hiring, Retail, New Store Openings, ServSafe, Merchandising, Investments, Microsoft Office, Strategic Financial..., Time Management, Driving Results, Serve Safe Certified, Forecasting, Sales, Sales Management, Store Operations, Local Marketing, Customer Experience, POS, Budgets, P&L Analysis, Alcoholic Beverages, Teamwork, Finance
Education
Towson University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management
The Johns Hopkins University 1992 — 1994
St. Paul's School
Panera Bread April 2007 - Present
Pei Wei Asian Diner April 2005 - April 2007
Panera Bread September 2002 - April 2005
Charles Schwab June 2000 - September 2002
Skills
Leadership Development, Leadership, Team Management, Team Leadership, Operations Management, Management, Multi-unit, District Management, Multi-Unit Management, Operational Strategy, New Store Development, Team Building, Restaurants, Restaurant Management, Training, P&L, P&L Management, Business Process..., Inventory Management, Employee Training, Operational Planning, Labor Control, Labor Management, Operational Analysis, Customer Satisfaction, Food Service, New Restaurant Openings, Hiring, Retail, New Store Openings, ServSafe, Merchandising, Investments, Microsoft Office, Strategic Financial..., Time Management, Driving Results, Serve Safe Certified, Forecasting, Sales, Sales Management, Store Operations, Local Marketing, Customer Experience, POS, Budgets, P&L Analysis, Alcoholic Beverages, Teamwork, Finance
Education
Towson University 1995 — 1999
Bachelor of Science (BS), Business Administration and Management
The Johns Hopkins University 1992 — 1994
St. Paul's School
Todd M Bennett Todd M Bennett's Charles Schwab Experience January 2005 - November 2008
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
Charles Schwab January 2005 - November 2008
Charles Schwab October 2002 - December 2005
Charles Schwab March 2002 - October 2002
Charles Schwab February 2002 - October 2002
Charles Schwab October 2001 - February 2002
Charles Schwab October 2001 - February 2002
Charles Schwab May 2000 - October 2001
Charles Schwab October 1999 - October 2001
Charles Schwab May 1999 - September 1999
Winona State University July 1996 - August 1998
Skills
Wealth Management, Training, Public Speaking, Mutual Funds, Management, Sales, Series 7, Information Security, Investments, Risk Management, Small Business, Entrepreneurship, Financial Services, Retirement Planning, Finance, Asset Allocation, Series 63, Financial Advisory, Strategic Financial..., Financial Planning
Education
The American College 2004 — 2008
Financial Planning
Chicago Board of Options Exchange Advanced Options Training 2007 — 2007
Option Price Theory & Volatility
Winona State University 1993 — 1998
Marketing
Faribault Senior High School 1990 — 1993
Charles Schwab January 2005 - November 2008
Charles Schwab October 2002 - December 2005
Charles Schwab March 2002 - October 2002
Charles Schwab February 2002 - October 2002
Charles Schwab October 2001 - February 2002
Charles Schwab October 2001 - February 2002
Charles Schwab May 2000 - October 2001
Charles Schwab October 1999 - October 2001
Charles Schwab May 1999 - September 1999
Winona State University July 1996 - August 1998
Skills
Wealth Management, Training, Public Speaking, Mutual Funds, Management, Sales, Series 7, Information Security, Investments, Risk Management, Small Business, Entrepreneurship, Financial Services, Retirement Planning, Finance, Asset Allocation, Series 63, Financial Advisory, Strategic Financial..., Financial Planning
Education
The American College 2004 — 2008
Financial Planning
Chicago Board of Options Exchange Advanced Options Training 2007 — 2007
Option Price Theory & Volatility
Winona State University 1993 — 1998
Marketing
Faribault Senior High School 1990 — 1993
Alisa Monroe Alisa Monroe's Charles Schwab Experience March 2014 - Present
Job Managing Director, Talent Acquisition at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab & Co., Inc. January 2012 - February 2014
Charles Schwab October 2004 - December 2011
Plains Capital Bank February 2000 - September 2004
Education
Texas Tech University
Bachelors, Communications
Charles Schwab March 2014 - Present
Charles Schwab & Co., Inc. January 2012 - February 2014
Charles Schwab October 2004 - December 2011
Plains Capital Bank February 2000 - September 2004
Education
Texas Tech University
Bachelors, Communications
Rachel Schmidt, CFP® Rachel Schmidt, CFP®'s Charles Schwab Experience September 1998 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1998 - Present
Skills
Asset Allocation, Investment Strategies, Investment Advisory
Education
Texas State University 1996 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Cum Laude
Charles Schwab September 1998 - Present
Skills
Asset Allocation, Investment Strategies, Investment Advisory
Education
Texas State University 1996 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Cum Laude
Garrett Cypert's Charles Schwab Experience July 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab November 2013 - Present
Ouray Sportswear January 2013 - November 2013
Zerosun Pictures June 2012 - January 2013
iHigh.com July 2012 - November 2012
Welltok, Inc. April 2012 - July 2012
University of Denver August 2011 - June 2012
Zerosun Pictures January 2011 - April 2012
American Recreation Products November 2011 - December 2011
University of Denver August 2010 - March 2011
Skills
Blogging, Video Production, Online Marketing, Website Administration, Graphic Design, Managing Employees, Managing Groups, Marketing Strategy, Visual Communication, Visual Arts, Final Cut Pro, Photoshop, Photography, Online Video Production, Direct Sales, Pharmaceuticals, Group Presentations, Public Speaking, Radio Production, Social Media, Social Media Marketing, Post Production, Digital Media, Media Production
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Marketing
Texas Tech University 2006 — 2010
Bachelor, Honors Arts and Letters
Florence University of the Arts 2007 — 2007
N/A, Videomaking and Architecture
Charles Schwab July 2015 - Present
Charles Schwab November 2013 - Present
Ouray Sportswear January 2013 - November 2013
Zerosun Pictures June 2012 - January 2013
iHigh.com July 2012 - November 2012
Welltok, Inc. April 2012 - July 2012
University of Denver August 2011 - June 2012
Zerosun Pictures January 2011 - April 2012
American Recreation Products November 2011 - December 2011
University of Denver August 2010 - March 2011
Skills
Blogging, Video Production, Online Marketing, Website Administration, Graphic Design, Managing Employees, Managing Groups, Marketing Strategy, Visual Communication, Visual Arts, Final Cut Pro, Photoshop, Photography, Online Video Production, Direct Sales, Pharmaceuticals, Group Presentations, Public Speaking, Radio Production, Social Media, Social Media Marketing, Post Production, Digital Media, Media Production
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Marketing
Texas Tech University 2006 — 2010
Bachelor, Honors Arts and Letters
Florence University of the Arts 2007 — 2007
N/A, Videomaking and Architecture
David Greenberg, PMP David Greenberg, PMP's Charles Schwab Experience February 2010 - February 2011
Job eCommerce Product Manager Consumer Marketing at Dealer Tire
Industry Internet
Experience
Dealer Tire February 2011 - Present
Charles Schwab February 2010 - February 2011
IceHouse Internet & eCommerce Consulting May 2009 - February 2011
Key Bank - KeyDirect.com August 2008 - May 2009
Williams-Sonoma, Inc. June 2003 - August 2008
IBM Business Consulting Services June 2002 - June 2003
PricewaterhouseCoopers Consulting February 1998 - June 2002
StorageTek (Currently a Division of Oracle Corp.) 1993 - 1998
Square One Technology 1990 - 1993
The Chase Manhattan Bank 1988 - 1990
Skills
Email Marketing, Project Management, Competitive Analysis, E-commerce, Online Marketing, SEO, Product Management, Analytics, Social Media Marketing, CRM, Marketing, Strategy, Salesforce.com, Start-ups, Management, Leadership, Sales, Customer Retention, Forecasting, Multi-channel Marketing, Retail, Online Advertising, Analysis, Business Planning, Market Analysis, Market Research, Team Leadership, Marketing Strategy, Web Design, Change Management, Web Analytics, Business Analysis, SEM, Business Intelligence, Consulting, SaaS, Account Management, Digital Marketing, Product Development, Quality Assurance, Cross-functional Team..., Business Development, Strategic Partnerships, B2B, New Business Development, Business Strategy, Lead Generation, Product Marketing, Direct Marketing, Strategic Planning
Education
University of Denver - University College 1996 — 1999
Master Of Technology Management, MoTM
The George Washington University - School of Business 1984 — 1988
Bachelor of Business Administration, Finance
Dealer Tire February 2011 - Present
Charles Schwab February 2010 - February 2011
IceHouse Internet & eCommerce Consulting May 2009 - February 2011
Key Bank - KeyDirect.com August 2008 - May 2009
Williams-Sonoma, Inc. June 2003 - August 2008
IBM Business Consulting Services June 2002 - June 2003
PricewaterhouseCoopers Consulting February 1998 - June 2002
StorageTek (Currently a Division of Oracle Corp.) 1993 - 1998
Square One Technology 1990 - 1993
The Chase Manhattan Bank 1988 - 1990
Skills
Email Marketing, Project Management, Competitive Analysis, E-commerce, Online Marketing, SEO, Product Management, Analytics, Social Media Marketing, CRM, Marketing, Strategy, Salesforce.com, Start-ups, Management, Leadership, Sales, Customer Retention, Forecasting, Multi-channel Marketing, Retail, Online Advertising, Analysis, Business Planning, Market Analysis, Market Research, Team Leadership, Marketing Strategy, Web Design, Change Management, Web Analytics, Business Analysis, SEM, Business Intelligence, Consulting, SaaS, Account Management, Digital Marketing, Product Development, Quality Assurance, Cross-functional Team..., Business Development, Strategic Partnerships, B2B, New Business Development, Business Strategy, Lead Generation, Product Marketing, Direct Marketing, Strategic Planning
Education
University of Denver - University College 1996 — 1999
Master Of Technology Management, MoTM
The George Washington University - School of Business 1984 — 1988
Bachelor of Business Administration, Finance
Douglas Weaver, MBA, PMP, CSM's Charles Schwab Experience June 2014 - Present
Job Managing Director
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Cheyenne Village August 2012 - August 2014
T. Rowe Price August 2011 - June 2014
T. Rowe Price August 2000 - August 2011
IHS INC. August 1998 - August 2000
Mental Health Company August 1995 - August 1998
U.S. ARMY and Maryland National Guard January 1986 - January 1994
Skills
Account Management, Program Management, Business Analysis, Change Management, SDLC, Leadership, Project Management, Process Improvement, Strategic Planning, Vendor Management, Team Building, Integration, Team Leadership, PMP, SharePoint, Series 7, Risk Management, Agile Methodologies, Business Process..., Project Planning, Software Documentation, Management Consulting, Analysis, CRM, Requirements Gathering, IT Management, Strategy, Product Management, Cross-functional Team..., Security, Management, Disaster Recovery, MS Project, Governance, PMO, Business Intelligence, Visio, Requirements Analysis, IT Strategy, Human Resources, Software Project..., Enterprise Architecture, Project Portfolio..., Process Engineering, Business Requirements, Consulting, Systems Analysis, Outsourcing, Business Process, Agile Project Management
Education
The Johns Hopkins University - Carey Business School
MBA
The Johns Hopkins University - Carey Business School
M.S. Information Systems
Towson University
M.A. Psyc, Counseling Psyc
Charles Schwab June 2014 - Present
Cheyenne Village August 2012 - August 2014
T. Rowe Price August 2011 - June 2014
T. Rowe Price August 2000 - August 2011
IHS INC. August 1998 - August 2000
Mental Health Company August 1995 - August 1998
U.S. ARMY and Maryland National Guard January 1986 - January 1994
Skills
Account Management, Program Management, Business Analysis, Change Management, SDLC, Leadership, Project Management, Process Improvement, Strategic Planning, Vendor Management, Team Building, Integration, Team Leadership, PMP, SharePoint, Series 7, Risk Management, Agile Methodologies, Business Process..., Project Planning, Software Documentation, Management Consulting, Analysis, CRM, Requirements Gathering, IT Management, Strategy, Product Management, Cross-functional Team..., Security, Management, Disaster Recovery, MS Project, Governance, PMO, Business Intelligence, Visio, Requirements Analysis, IT Strategy, Human Resources, Software Project..., Enterprise Architecture, Project Portfolio..., Process Engineering, Business Requirements, Consulting, Systems Analysis, Outsourcing, Business Process, Agile Project Management
Education
The Johns Hopkins University - Carey Business School
MBA
The Johns Hopkins University - Carey Business School
M.S. Information Systems
Towson University
M.A. Psyc, Counseling Psyc
Marshall Scott Owens Marshall Scott Owens's Charles Schwab Experience September 2012 - Present
Job Studying for the CFP® exam
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Texas Tech University August 2011 - December 2011
USAA May 2011 - August 2011
Texas Tech University August 2008 - May 2011
Skills
Morningstar, Microsoft Office, Salesforce.com, Windows, Mac OS, Junxure, Strategic Financial..., Microsoft Excel, Financial Planners, PowerPoint, Public Speaking, Research, Finance, Leadership, Financial Planning
Education
Texas Tech University 2007 — 2011
B, BS Personal Financial Planning
Charles Schwab September 2012 - Present
Texas Tech University August 2011 - December 2011
USAA May 2011 - August 2011
Texas Tech University August 2008 - May 2011
Skills
Morningstar, Microsoft Office, Salesforce.com, Windows, Mac OS, Junxure, Strategic Financial..., Microsoft Excel, Financial Planners, PowerPoint, Public Speaking, Research, Finance, Leadership, Financial Planning
Education
Texas Tech University 2007 — 2011
B, BS Personal Financial Planning
Tonya Mackin Tonya Mackin's Charles Schwab Experience December 2009 - March 2013
Job Executive Director / Founder Athletes Mentored to Achieve Greatness, Inc.
Industry Nonprofit Organization Management
Experience
Self-employed May 2010 - Present
Wells Fargo Advisors April 2013 - June 2013
Charles Schwab December 2009 - March 2013
Charles Schwab September 2006 - December 2009
Skills
Marketing, Communication Skills, New Business Development, Nonprofits, Leadership, Finance, Strategic Planning, Sales, Fundraising, Leadership Development
Education
The Chicago School of Professional Psychology at Washington DC 2013 — 2017
Master of Arts (MA), Clinical Counseling and Applied Psychology
Winston-Salem State University 1987 — 1993
Bachelor of Science (BS), Accounting
Self-employed May 2010 - Present
Wells Fargo Advisors April 2013 - June 2013
Charles Schwab December 2009 - March 2013
Charles Schwab September 2006 - December 2009
Skills
Marketing, Communication Skills, New Business Development, Nonprofits, Leadership, Finance, Strategic Planning, Sales, Fundraising, Leadership Development
Education
The Chicago School of Professional Psychology at Washington DC 2013 — 2017
Master of Arts (MA), Clinical Counseling and Applied Psychology
Winston-Salem State University 1987 — 1993
Bachelor of Science (BS), Accounting
Brett Lacey Brett Lacey's Charles Schwab Experience February 2001 - October 2004
Job Employee Benefits Consultant
Industry Consumer Services
Experience
Benefit Advisors, Inc 2011 - Present
Sam's Club 2011 - 2012
Big Water Pool Services, Inc. January 2006 - February 2011
Charles Schwab February 2001 - October 2004
Skills
Employee Benefits, Customer Service, Workers Compensation, Payroll, Insurance
Education
The Ohio State University 1990 — 1993
Aviation Science
The Ohio State University
Benefit Advisors, Inc 2011 - Present
Sam's Club 2011 - 2012
Big Water Pool Services, Inc. January 2006 - February 2011
Charles Schwab February 2001 - October 2004
Skills
Employee Benefits, Customer Service, Workers Compensation, Payroll, Insurance
Education
The Ohio State University 1990 — 1993
Aviation Science
The Ohio State University
Meagan Dollins's Charles Schwab Experience August 2011 - September 2012
Job Business Development Consultant at Oracle
Industry Computer Software
Experience
Oracle December 2014 - Present
Mozu Enterprise Commerce November 2013 - December 2014
Volusion September 2012 - November 2013
Charles Schwab August 2011 - September 2012
Roscoe Properties November 2010 - March 2011
Lincoln Property Company February 2010 - November 2010
The LIVESTRONG Foundation May 2008 - September 2008
Northwestern Mutual May 2007 - September 2007
Skills
Sales, CRM, Business Development, Enterprise Software, Salesforce.com, E-commerce, Management, Leadership, SaaS, Customer Satisfaction, Sales Operations, Cold Calling, Lead Generation, Customer Service, Marketing, Account Management, Contract Negotiation, ERP, Investments, Strategy, Software Integrations, APIs, Strategic Partnerships, Solution Selling, Professional Services, Marketing Strategy, Social Media
Education
Texas State University-San Marcos 2007 — 2009
BBA
Oracle December 2014 - Present
Mozu Enterprise Commerce November 2013 - December 2014
Volusion September 2012 - November 2013
Charles Schwab August 2011 - September 2012
Roscoe Properties November 2010 - March 2011
Lincoln Property Company February 2010 - November 2010
The LIVESTRONG Foundation May 2008 - September 2008
Northwestern Mutual May 2007 - September 2007
Skills
Sales, CRM, Business Development, Enterprise Software, Salesforce.com, E-commerce, Management, Leadership, SaaS, Customer Satisfaction, Sales Operations, Cold Calling, Lead Generation, Customer Service, Marketing, Account Management, Contract Negotiation, ERP, Investments, Strategy, Software Integrations, APIs, Strategic Partnerships, Solution Selling, Professional Services, Marketing Strategy, Social Media
Education
Texas State University-San Marcos 2007 — 2009
BBA
Lauren Merluzzi Lauren Merluzzi's Charles Schwab Experience March 2015 - Present
Job Recruiting Coordinator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Surveying And Mapping, LLC. (SAM) March 2013 - January 2015
U.S. Global Investors June 2012 - August 2012
U.S. Global Investors May 2011 - February 2012
Education
Texas State University-San Marcos
Bachelors of Business Administration, Management with a focus in Human Resources
Charles Schwab March 2015 - Present
Surveying And Mapping, LLC. (SAM) March 2013 - January 2015
U.S. Global Investors June 2012 - August 2012
U.S. Global Investors May 2011 - February 2012
Education
Texas State University-San Marcos
Bachelors of Business Administration, Management with a focus in Human Resources
Lee Nardo Lee Nardo's Charles Schwab Experience June 2015 - Present
Job Operations Intern at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
Golden Frog June 2014 - June 2015
Office Depot January 2013 - October 2013
Skills
C++ Language, C++, C, Java, Linux, Unix Shell Scripting, Programming, HTML, Software Development, Operating Systems, Python, Customer Service, SharePoint, Linux Server, Networking, IT Solutions, Software, Computer Hardware, Microsoft Office, Sales, Windows, Ruby, UML, Microsoft Excel, Microsoft Word, PowerPoint, Software Engineering, Perl, CSS, PHP, PostgreSQL, SQLite
Education
Texas State University-San Marcos 2012 — 2015
Bachelor's Degree, Computer Science
Charles Schwab June 2015 - Present
Golden Frog June 2014 - June 2015
Office Depot January 2013 - October 2013
Skills
C++ Language, C++, C, Java, Linux, Unix Shell Scripting, Programming, HTML, Software Development, Operating Systems, Python, Customer Service, SharePoint, Linux Server, Networking, IT Solutions, Software, Computer Hardware, Microsoft Office, Sales, Windows, Ruby, UML, Microsoft Excel, Microsoft Word, PowerPoint, Software Engineering, Perl, CSS, PHP, PostgreSQL, SQLite
Education
Texas State University-San Marcos 2012 — 2015
Bachelor's Degree, Computer Science
Trevor McCurry's Charles Schwab Experience April 2011 - August 2012
Job Platform & Product Solutions at Charles Schwab
Industry Internet
Experience
Charles Schwab April 2011 - August 2012
Mercy Ships December 2009 - April 2011
Blue Owl Vintage July 2008 - August 2009
KTXT FM May 2007 - December 2007
Skills
Social Media, Email Marketing, Blogging, Web Analytics, Marketing Communications, Editing, Marketing, CMS, Social Networking, Event Planning, Strategy, Management, Content Management, Facebook, Fundraising, Copywriting, Photography, Newsletters, Advertising, Marketo, Demand Generation, Marketing Automation, Content Marketing, Salesforce.com, Web Content, Social Media Marketing, Digital Marketing, Strategic Communications, WordPress, Online Marketing, Copy Editing, Online Advertising, HTML, Publishing, Web Content Management, Digital Strategy, E-commerce, Brand Development, Web Project Management, Storytelling, Creative Direction, Marketing Strategy, Journalism, Event Management, Creative Writing, Web Marketing, AP Style, Creative Strategy, Media Planning, Wordsmithing
Education
Texas Tech University 2003 — 2007
BA, Mass Communications, Journalism
Charles Schwab April 2011 - August 2012
Mercy Ships December 2009 - April 2011
Blue Owl Vintage July 2008 - August 2009
KTXT FM May 2007 - December 2007
Skills
Social Media, Email Marketing, Blogging, Web Analytics, Marketing Communications, Editing, Marketing, CMS, Social Networking, Event Planning, Strategy, Management, Content Management, Facebook, Fundraising, Copywriting, Photography, Newsletters, Advertising, Marketo, Demand Generation, Marketing Automation, Content Marketing, Salesforce.com, Web Content, Social Media Marketing, Digital Marketing, Strategic Communications, WordPress, Online Marketing, Copy Editing, Online Advertising, HTML, Publishing, Web Content Management, Digital Strategy, E-commerce, Brand Development, Web Project Management, Storytelling, Creative Direction, Marketing Strategy, Journalism, Event Management, Creative Writing, Web Marketing, AP Style, Creative Strategy, Media Planning, Wordsmithing
Education
Texas Tech University 2003 — 2007
BA, Mass Communications, Journalism
Dillon Johnson Dillon Johnson's Charles Schwab Experience December 2012 - November 2013
Job Data Services Specialist at Q2ebanking
Industry Information Technology and Services
Experience
Q2ebanking November 2014 - Present
HomeAway.com January 2014 - November 2014
Charles Schwab December 2012 - November 2013
Blizzard Entertainment November 2010 - December 2012
Skills
Technical Support, Troubleshooting, Hardware, Networking, Windows 7, Software Documentation, Windows, Network Administration, Security, Computer Hardware, System Administration, Customer Service, Team Leadership, Vendor Management, Administration, Customer Experience, Data Center, Access, SharePoint, Visio, Call Centers, XML Databases, Salesforce.com, Integration Testing, Technology Integration, Integration, Leadership, Management, Microsoft Office
Education
Texas Tech University 2005 — 2010
Bachelor of Arts (B.A.), Political Science
Q2ebanking November 2014 - Present
HomeAway.com January 2014 - November 2014
Charles Schwab December 2012 - November 2013
Blizzard Entertainment November 2010 - December 2012
Skills
Technical Support, Troubleshooting, Hardware, Networking, Windows 7, Software Documentation, Windows, Network Administration, Security, Computer Hardware, System Administration, Customer Service, Team Leadership, Vendor Management, Administration, Customer Experience, Data Center, Access, SharePoint, Visio, Call Centers, XML Databases, Salesforce.com, Integration Testing, Technology Integration, Integration, Leadership, Management, Microsoft Office
Education
Texas Tech University 2005 — 2010
Bachelor of Arts (B.A.), Political Science
Brian Walker Brian Walker's Charles Schwab Experience 1996 - 1998
Job VP of Product Development
Industry Health, Wellness and Fitness
Experience
Visual Fitness Planner September 2009 - Present
Gold's Gym International March 2000 - May 2008
ZDNet/CNet/ CBS 1998 - 2000
Charles Schwab 1996 - 1998
Interactive Technologies, Inc. 1992 - 1996
Skills
Fitness, Personal Training, Fitness Training, Team Building, Salesforce.com, Coaching, Leadership, Public Speaking, Strategic Planning, Management, Staff Development, Team Leadership, Strategic Partnerships, Employee Wellness, Presenter, Product Development, Program Management, New Business Development, Organizational..., Business Development, Competitive Analysis, Strength Training, Wellness Coaching, Weight Training, Healthcare, Training, Leadership Development, Sales Operations, Operations Management, Nutrition Education, Consulting, Exercise Physiology, Entrepreneurship
Education
University of Haifa 1988 — 1989
Continued Education, Languages
The Ohio State University 1985 — 1988
Elecrical Engineering
Visual Fitness Planner September 2009 - Present
Gold's Gym International March 2000 - May 2008
ZDNet/CNet/ CBS 1998 - 2000
Charles Schwab 1996 - 1998
Interactive Technologies, Inc. 1992 - 1996
Skills
Fitness, Personal Training, Fitness Training, Team Building, Salesforce.com, Coaching, Leadership, Public Speaking, Strategic Planning, Management, Staff Development, Team Leadership, Strategic Partnerships, Employee Wellness, Presenter, Product Development, Program Management, New Business Development, Organizational..., Business Development, Competitive Analysis, Strength Training, Wellness Coaching, Weight Training, Healthcare, Training, Leadership Development, Sales Operations, Operations Management, Nutrition Education, Consulting, Exercise Physiology, Entrepreneurship
Education
University of Haifa 1988 — 1989
Continued Education, Languages
The Ohio State University 1985 — 1988
Elecrical Engineering
Myka Bradley Myka Bradley's Charles Schwab Experience February 2012 - January 2013
Job Associate Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
James Dishun's Charles Schwab Experience December 1999 - November 2001
Job Hazard Mitigation Performance Analyst at FEMA (Geospatial)
Industry Government Administration
Experience
FEMA June 2010 - Present
FEMA April 2006 - June 2010
Charles Schwab December 1999 - November 2001
IBM 1968 - 1998
Skills
Government, GIS, ArcGIS, ESRI, Spatial Analysis, Cartography, ArcMap, Geomatics, Emergency Management, Homeland Security, Geography
Education
Humboldt State University 2003 — 2005
Certificate in Geographic Information Systems and Remote Sensing, Geospatial Systems, 3.8
The Ohio State University 1958 — 1962
Bachelor of Science (BS), Psychology, Engineering
FEMA June 2010 - Present
FEMA April 2006 - June 2010
Charles Schwab December 1999 - November 2001
IBM 1968 - 1998
Skills
Government, GIS, ArcGIS, ESRI, Spatial Analysis, Cartography, ArcMap, Geomatics, Emergency Management, Homeland Security, Geography
Education
Humboldt State University 2003 — 2005
Certificate in Geographic Information Systems and Remote Sensing, Geospatial Systems, 3.8
The Ohio State University 1958 — 1962
Bachelor of Science (BS), Psychology, Engineering
Mary Kate Flaherty's Charles Schwab Experience August 2015 - Present
Job VP Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab September 2014 - August 2015
Charles Schwab November 2011 - August 2014
Triage Custom Inc. January 2010 - June 2010
Skills
Investments, Series 7, Series 63, Bloomberg, Equities, Asset Managment, Financial Markets, Options, Securities, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Investment Banking, Financial Planners, Spanish, Management, Financial Modeling, Equity Research, Bloomberg Terminal, Asset Management, FINRA, Equity Valuation, Financial Analysis, Trading, Financial Services
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance; Biological Sciences
Universidad de Granada 2009 — 2010
Shattuck - St. Mary's School 2005 — 2007
Diploma with honors
The London School of Economics and Political Science (LSE)
University of Minnesota - Carlson School of Management
Finance and Financial Management Services
Charles Schwab August 2015 - Present
Charles Schwab September 2014 - August 2015
Charles Schwab November 2011 - August 2014
Triage Custom Inc. January 2010 - June 2010
Skills
Investments, Series 7, Series 63, Bloomberg, Equities, Asset Managment, Financial Markets, Options, Securities, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Finance, Investment Banking, Financial Planners, Spanish, Management, Financial Modeling, Equity Research, Bloomberg Terminal, Asset Management, FINRA, Equity Valuation, Financial Analysis, Trading, Financial Services
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance; Biological Sciences
Universidad de Granada 2009 — 2010
Shattuck - St. Mary's School 2005 — 2007
Diploma with honors
The London School of Economics and Political Science (LSE)
University of Minnesota - Carlson School of Management
Finance and Financial Management Services
Scot Waye, PhD Scot Waye, PhD's Charles Schwab Experience May 2015 - Present
Job Data Scientist | Mechanical Engineer
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
National Renewable Energy Laboratory November 2012 - May 2015
CPP Wind Engineering Consultants August 2012 - November 2012
Knight Piésold Consulting January 2012 - July 2012
CPP Wind Engineering Consultants January 2009 - January 2012
University of Texas at Austin August 2006 - August 2008
Skills
Data Science, Data Analysis, R, SAS Programming, SQL, Matlab, Modeling, Segmentation, Statistical Inference, Machine Learning, Optimization, Regression Analysis, Cluster Analysis, Statistics, Numerical Analysis, Monte Carlo, Design of Experiments, Project Management, Bayesian statistics, Disco, ProM, Github, Python, Engineering, Mechanical Engineering, Heat Transfer, CFD, Thermodynamics, Fluid Mechanics, Fluid Dynamics, Turbulence, Fluent, ANSYS, SolidWorks, Pro Engineer, MathCAD, Consulting, Renewable Energy, Solar Energy, Energy, Wind, Indoor Air Quality, Energy Efficiency, LabVIEW, Data Mining
Education
The University of Texas at Austin
Ph.D., Mechanical Engineering
The University of Texas at Austin
M.S., Mechanical Engineering
University of Utah
B.S., Mechanical Engineering, magna cum laude
The Johns Hopkins University 2014 — 2015
Data Science Specialization (Coursera)
Independent Coursework 2014 — 2015
Charles Schwab May 2015 - Present
National Renewable Energy Laboratory November 2012 - May 2015
CPP Wind Engineering Consultants August 2012 - November 2012
Knight Piésold Consulting January 2012 - July 2012
CPP Wind Engineering Consultants January 2009 - January 2012
University of Texas at Austin August 2006 - August 2008
Skills
Data Science, Data Analysis, R, SAS Programming, SQL, Matlab, Modeling, Segmentation, Statistical Inference, Machine Learning, Optimization, Regression Analysis, Cluster Analysis, Statistics, Numerical Analysis, Monte Carlo, Design of Experiments, Project Management, Bayesian statistics, Disco, ProM, Github, Python, Engineering, Mechanical Engineering, Heat Transfer, CFD, Thermodynamics, Fluid Mechanics, Fluid Dynamics, Turbulence, Fluent, ANSYS, SolidWorks, Pro Engineer, MathCAD, Consulting, Renewable Energy, Solar Energy, Energy, Wind, Indoor Air Quality, Energy Efficiency, LabVIEW, Data Mining
Education
The University of Texas at Austin
Ph.D., Mechanical Engineering
The University of Texas at Austin
M.S., Mechanical Engineering
University of Utah
B.S., Mechanical Engineering, magna cum laude
The Johns Hopkins University 2014 — 2015
Data Science Specialization (Coursera)
Independent Coursework 2014 — 2015
Christopher C. Mitchell's Charles Schwab Experience March 2013 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Pacific Capital Resource Group, Inc. July 2009 - March 2013
Kroger May 2008 - July 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Education
Washington State University - College of Business and Economics 2005 — 2009
B.A., Finance
The American College
Charles Schwab March 2013 - Present
Pacific Capital Resource Group, Inc. July 2009 - March 2013
Kroger May 2008 - July 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Education
Washington State University - College of Business and Economics 2005 — 2009
B.A., Finance
The American College
Latha Balaji Latha Balaji's Charles Schwab Experience October 2012 - Present
Job Software Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab October 2012 - Present
Starmount Inc., February 2011 - June 2012
Skills
Java, Design Patterns, SQL, Hibernate 3.1, JPA, XML, EJB 2.0, Test Driven Development..., Eclipse, Software Development
Education
Texas State University-San Marcos 2008 — 2011
Master's degree, Computer Science
University of Texas at Dallas 2001 — 2005
Bachelor's degree, Computer Science
Charles Schwab October 2012 - Present
Starmount Inc., February 2011 - June 2012
Skills
Java, Design Patterns, SQL, Hibernate 3.1, JPA, XML, EJB 2.0, Test Driven Development..., Eclipse, Software Development
Education
Texas State University-San Marcos 2008 — 2011
Master's degree, Computer Science
University of Texas at Dallas 2001 — 2005
Bachelor's degree, Computer Science
Rich Judd, CFP®, ChFC®, CLU®, CASL® Rich Judd, CFP®, ChFC®, CLU®, CASL®'s Charles Schwab Experience March 2000 - August 2005
Job President at R Judd Wealth Management
Industry Investment Management
Experience
R Judd Wealth Management January 2015 - Present
Century Management September 2005 - January 2015
Charles Schwab March 2000 - August 2005
Morgan Stanley June 1999 - February 2000
Skills
Portfolio Management, Investments, Wealth Management, Insurance, Investment Advisory, Financial Analysis, Equities, Alternative Investments, Securities, Asset Allocation, Financial Services, Asset Management, Finance, Series 7, Financial Modeling, Mutual Funds, Estate Planning, Relationship Management, Investment Strategies, Fixed Income, Investment Management, Financial Markets, Wealth Management..., Hedge Funds, Capital Markets, Investment Banking, Series 63, ETFs, Wealth, Private Equity, Corporate Finance, Banking, Equity Research, Financial Advisory, Credit Analysis, Bonds, Private Banking, High Net Worth..., Credit, Certified Financial..., Retirement Planning, Long-term Care, Series 65, Series 24, 401k, Personal Financial..., Separately Managed..., Uniform Combined State..., Financial Planners, IRAs
Education
The American College 2007 — 2007
ChFC®, Advanced Financial Planning
The American College 2007 — 2007
CLU®, Chartered Life Underwriter
The American College 2007 — 2007
CASL, Chartered Advisor for Senior Living
The American College 2006 — 2007
CFP®, Certified Financial Planner
The College of Wooster 1995 — 1999
Bachelor's Degree, Economics
R Judd Wealth Management January 2015 - Present
Century Management September 2005 - January 2015
Charles Schwab March 2000 - August 2005
Morgan Stanley June 1999 - February 2000
Skills
Portfolio Management, Investments, Wealth Management, Insurance, Investment Advisory, Financial Analysis, Equities, Alternative Investments, Securities, Asset Allocation, Financial Services, Asset Management, Finance, Series 7, Financial Modeling, Mutual Funds, Estate Planning, Relationship Management, Investment Strategies, Fixed Income, Investment Management, Financial Markets, Wealth Management..., Hedge Funds, Capital Markets, Investment Banking, Series 63, ETFs, Wealth, Private Equity, Corporate Finance, Banking, Equity Research, Financial Advisory, Credit Analysis, Bonds, Private Banking, High Net Worth..., Credit, Certified Financial..., Retirement Planning, Long-term Care, Series 65, Series 24, 401k, Personal Financial..., Separately Managed..., Uniform Combined State..., Financial Planners, IRAs
Education
The American College 2007 — 2007
ChFC®, Advanced Financial Planning
The American College 2007 — 2007
CLU®, Chartered Life Underwriter
The American College 2007 — 2007
CASL, Chartered Advisor for Senior Living
The American College 2006 — 2007
CFP®, Certified Financial Planner
The College of Wooster 1995 — 1999
Bachelor's Degree, Economics
Matt Dickey Matt Dickey's Charles Schwab Experience May 2012 - October 2012
Job Treasury Manager at City of Orlando
Industry Financial Services
Experience
City of Orlando September 2015 - Present
Florida League of Cities October 2012 - August 2015
Charles Schwab May 2012 - October 2012
Self December 2011 - May 2012
Wells Fargo Bank March 2010 - December 2011
Wells Fargo Bank July 2006 - March 2010
Edward Jones Investments July 2005 - June 2006
Skills
Coaching, Networking, Consulting, Management, Mortgage Lending, Consumer Lending, Series 7, Loans, Banking, Credit, Wealth Management, Retirement Planning, Investments, Pensions, Mutual Funds, Portfolio Management, Relationship Management, Financial Services, New Business Development, Account Management, Strategic Planning, Marketing, Sales, Analysis, Financial Analysis, Risk Management, Finance
Education
Texas Tech University 2000 — 2005
Bachelor, General Studies; in English, Spanish, and Chemistry
City of Orlando September 2015 - Present
Florida League of Cities October 2012 - August 2015
Charles Schwab May 2012 - October 2012
Self December 2011 - May 2012
Wells Fargo Bank March 2010 - December 2011
Wells Fargo Bank July 2006 - March 2010
Edward Jones Investments July 2005 - June 2006
Skills
Coaching, Networking, Consulting, Management, Mortgage Lending, Consumer Lending, Series 7, Loans, Banking, Credit, Wealth Management, Retirement Planning, Investments, Pensions, Mutual Funds, Portfolio Management, Relationship Management, Financial Services, New Business Development, Account Management, Strategic Planning, Marketing, Sales, Analysis, Financial Analysis, Risk Management, Finance
Education
Texas Tech University 2000 — 2005
Bachelor, General Studies; in English, Spanish, and Chemistry
Jack Duke III's Charles Schwab Experience January 2012 - November 2012
Job Associate Financial Analyst at BMC Software
Industry Computer Software
Experience
BMC Software January 2014 - Present
Duke Commercial Realty November 2011 - January 2014
Phyllis Browning Company May 2013 - September 2013
Charles Schwab January 2012 - November 2012
Phyllis Browning Company June 2008 - August 2008
Phyllis Browning Company June 2007 - August 2007
Skills
Financial Analysis, Real Estate, Investment Properties, Real Estate Economics, Appraisals, Commercial Real Estate..., Financial Market..., Real Estate Valuation, Investment Valuation, Stock Portfolio Analysis, Value Investing, Real Estate Investment, Real Estate Finance, Investment-Porfolio..., Market Analysis, Porter's 5 Forces, Risk Assessment &..., Sales & Networking, Income Properties, Valuation, Property Management, Investments, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Finance, Management
Education
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor of Business, Finance with Real Estate Minor/Emphasis
Champions School of Real Estate 2013 — 2013
Real Estate License
BMC Software January 2014 - Present
Duke Commercial Realty November 2011 - January 2014
Phyllis Browning Company May 2013 - September 2013
Charles Schwab January 2012 - November 2012
Phyllis Browning Company June 2008 - August 2008
Phyllis Browning Company June 2007 - August 2007
Skills
Financial Analysis, Real Estate, Investment Properties, Real Estate Economics, Appraisals, Commercial Real Estate..., Financial Market..., Real Estate Valuation, Investment Valuation, Stock Portfolio Analysis, Value Investing, Real Estate Investment, Real Estate Finance, Investment-Porfolio..., Market Analysis, Porter's 5 Forces, Risk Assessment &..., Sales & Networking, Income Properties, Valuation, Property Management, Investments, Microsoft Excel, Sales, Microsoft Office, PowerPoint, Finance, Management
Education
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor of Business, Finance with Real Estate Minor/Emphasis
Champions School of Real Estate 2013 — 2013
Real Estate License
Shelby New Shelby New's Charles Schwab Experience December 2014 - Present
Job Client Services Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab March 2014 - December 2014
Charles Schwab August 2011 - March 2014
Omni Hotels March 2010 - July 2011
Broadway Bank March 2009 - March 2010
Padgett Stratemann & Co. LLP June 2008 - December 2008
Old Navy August 2007 - December 2007
Skills
Customer Service, Onboarding, Recruiting, Human Resources
Education
Texas State University
MBA, Business Administration
The University of Texas at Austin
Bachelor of Science, Communication Studies: Human Relations
Charles Schwab December 2014 - Present
Charles Schwab March 2014 - December 2014
Charles Schwab August 2011 - March 2014
Omni Hotels March 2010 - July 2011
Broadway Bank March 2009 - March 2010
Padgett Stratemann & Co. LLP June 2008 - December 2008
Old Navy August 2007 - December 2007
Skills
Customer Service, Onboarding, Recruiting, Human Resources
Education
Texas State University
MBA, Business Administration
The University of Texas at Austin
Bachelor of Science, Communication Studies: Human Relations
Lisette Sell Lisette Sell's Charles Schwab Experience 2000 - 2003
Job Special Counsel at Cooley LLP
Industry Legal Services
Experience
Cooley LLP 2006 - Present
Trucker Huss APC 2003 - 2006
Charles Schwab 2000 - 2003
Nyemaster Goode 1996 - 2000
Skills
Employee Benefits, ERISA, Corporate Governance, Investments, Deferred Compensation, Executive Pay, Arbitration, Defined Benefit, COBRA, Securities Regulation, Retirement Planning, Estate Planning, Equities, Commercial Litigation, Litigation, Mergers & Acquisitions, Retirement, Legal Compliance, Employment Law
Education
The College of William and Mary - Marshall Wythe Law School 1987 — 1990
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting
Burlington Community High School
Cooley LLP 2006 - Present
Trucker Huss APC 2003 - 2006
Charles Schwab 2000 - 2003
Nyemaster Goode 1996 - 2000
Skills
Employee Benefits, ERISA, Corporate Governance, Investments, Deferred Compensation, Executive Pay, Arbitration, Defined Benefit, COBRA, Securities Regulation, Retirement Planning, Estate Planning, Equities, Commercial Litigation, Litigation, Mergers & Acquisitions, Retirement, Legal Compliance, Employment Law
Education
The College of William and Mary - Marshall Wythe Law School 1987 — 1990
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Accounting
Burlington Community High School
Ryan Penshorn Ryan Penshorn's Charles Schwab Experience April 2013 - Present
Job Managing Director, Compliance
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
NFP Securities November 2005 - April 2013
Broadway Brokerage Services, Inc. 2005 - 2005
Alliance Bernstein 2003 - 2005
Charles Schwab 1999 - 2002
Morgan Stanley 1998 - 1999
Education
Texas State University 1994 — 1998
BBA, Finance
Charles Schwab April 2013 - Present
NFP Securities November 2005 - April 2013
Broadway Brokerage Services, Inc. 2005 - 2005
Alliance Bernstein 2003 - 2005
Charles Schwab 1999 - 2002
Morgan Stanley 1998 - 1999
Education
Texas State University 1994 — 1998
BBA, Finance
Blair Lowery Blair Lowery's Charles Schwab Experience February 2008 - November 2008
Job Director of Human Resources at Restaurant Solutions, Inc.
Industry Financial Services
Experience
Restaurant Solutions, Inc. November 2011 - Present
Restaurant Solutions, Inc. November 2008 - November 2011
Charles Schwab February 2008 - November 2008
Skills
Payroll, Customer Service, Hospitality, Leadership, Training, Account Management, Restaurants, Employee Benefits, Operations Management, Recruiting
Education
University of Denver 2005 — 2007
M.A., Psychology
The College of St. Scholastica 2001 — 2005
B.A., Psychology
Restaurant Solutions, Inc. November 2011 - Present
Restaurant Solutions, Inc. November 2008 - November 2011
Charles Schwab February 2008 - November 2008
Skills
Payroll, Customer Service, Hospitality, Leadership, Training, Account Management, Restaurants, Employee Benefits, Operations Management, Recruiting
Education
University of Denver 2005 — 2007
M.A., Psychology
The College of St. Scholastica 2001 — 2005
B.A., Psychology
Eric Wiegand, CFP® Eric Wiegand, CFP®'s Charles Schwab Experience August 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
Charles Schwab August 2013 - Present
Sandy Spring Trust August 2011 - August 2013
HSBC February 2010 - August 2011
Wells Fargo November 2008 - February 2010
Ameriprise Financial Advisors August 2006 - November 2008
Mororstuka Board of Education August 2005 - August 2006
Education
University of Virginia 2011 — 2012
Certificate in Financial Planning, Requirement of The CERTIFIED FINANCIAL PLANNER™ Designation
The George Washington University 2001 — 2005
BA, English
Brophy College Prep 1998 — 2001
High School, General Knowledge
Mountainside Middle School
Peter Randol Peter Randol's Charles Schwab Experience January 2008 - May 2009
Job Director Beneficiary Relationship Team at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Charles Schwab January 2008 - May 2009
Charles Schwab August 1999 - January 2008
Charles Schwab September 1995 - August 1999
Education
The College of Wooster 1978 — 1982
B.A., Political Science
Brentwood School 1977 — 1978
Completed 'O' Level, Political Science
Cranbrook Schools
TIAA-CREF September 2010 - Present
Charles Schwab January 2008 - May 2009
Charles Schwab August 1999 - January 2008
Charles Schwab September 1995 - August 1999
Education
The College of Wooster 1978 — 1982
B.A., Political Science
Brentwood School 1977 — 1978
Completed 'O' Level, Political Science
Cranbrook Schools
Samantha Leach's Charles Schwab Experience December 1998 - June 2000
Job Member/Consultant at Expressworks International
Industry Information Technology and Services
Experience
Chevron September 2006 - Present
Expressworks International September 2006 - Present
Aislin Consulting Inc. July 2006 - Present
Taos April 2004 - June 2006
Kanisa June 2000 - April 2004
Charles Schwab December 1998 - June 2000
VeriFone December 1995 - August 1998
Charles Schwab August 1993 - December 1995
Frontier Engineering 1992 - 1993
Wright Patterson Air Force Base 1991 - 1993
Skills
Project Management, Change Management, Facilitations, Process Improvement, Business Analysis, Technical Leadership, SharePoint, Tririga, CRM, Collaborative Problem..., Sales Presentations, Sarbanes-Oxley, Program Management, Business Process, Start-ups, Facilitators, Leadership, Requirements Analysis, Cross-functional Team..., Strategic Planning, Consulting, Six Sigma, Agile Project Management, Business Process..., IT Strategy, Business Intelligence, Professional Services, Vendor Management, Integration, Project Portfolio..., PMO, Business Process..., Software Project..., Business Transformation, Enterprise Architecture, SDLC, PMP, Enterprise Software, Management Consulting, Strategy, Management, Product Management, Business Process Design, Process Engineering, Cloud Computing, Governance, Outsourcing, SaaS, Team Leadership, Organizational Design
Education
Animal Behavior College 2015 — 2016
Certificate in Animal Behavior, Dog Training
Villanova University 2012 — 2013
Certificate, Six Sigma/Lean Sigma, A
University of San Francisco 1998 — 2000
MBA, International Business
George Washington University 1985 — 1990
BS, Electrical Engineering/Computer Science
Chevron September 2006 - Present
Expressworks International September 2006 - Present
Aislin Consulting Inc. July 2006 - Present
Taos April 2004 - June 2006
Kanisa June 2000 - April 2004
Charles Schwab December 1998 - June 2000
VeriFone December 1995 - August 1998
Charles Schwab August 1993 - December 1995
Frontier Engineering 1992 - 1993
Wright Patterson Air Force Base 1991 - 1993
Skills
Project Management, Change Management, Facilitations, Process Improvement, Business Analysis, Technical Leadership, SharePoint, Tririga, CRM, Collaborative Problem..., Sales Presentations, Sarbanes-Oxley, Program Management, Business Process, Start-ups, Facilitators, Leadership, Requirements Analysis, Cross-functional Team..., Strategic Planning, Consulting, Six Sigma, Agile Project Management, Business Process..., IT Strategy, Business Intelligence, Professional Services, Vendor Management, Integration, Project Portfolio..., PMO, Business Process..., Software Project..., Business Transformation, Enterprise Architecture, SDLC, PMP, Enterprise Software, Management Consulting, Strategy, Management, Product Management, Business Process Design, Process Engineering, Cloud Computing, Governance, Outsourcing, SaaS, Team Leadership, Organizational Design
Education
Animal Behavior College 2015 — 2016
Certificate in Animal Behavior, Dog Training
Villanova University 2012 — 2013
Certificate, Six Sigma/Lean Sigma, A
University of San Francisco 1998 — 2000
MBA, International Business
George Washington University 1985 — 1990
BS, Electrical Engineering/Computer Science
Mark Neuenschwander's Charles Schwab Experience October 2007 - Present
Job
Industry Facilities Services
Experience
Charles Schwab October 2007 - Present
State Farm Insurance June 2006 - October 2007
The Home Depot October 2005 - June 2006
Dell December 2002 - November 2005
Charles Schwab June 2000 - October 2002
State Farm Insurance September 1987 - June 2000
Education
The American College 1995 — 1997
CLU
Tarkio College 1985 — 1987
BS
University of Central Missouri 1981 — 1984
Charles Schwab October 2007 - Present
State Farm Insurance June 2006 - October 2007
The Home Depot October 2005 - June 2006
Dell December 2002 - November 2005
Charles Schwab June 2000 - October 2002
State Farm Insurance September 1987 - June 2000
Education
The American College 1995 — 1997
CLU
Tarkio College 1985 — 1987
BS
University of Central Missouri 1981 — 1984
Barry Streit's Charles Schwab Experience 1994 - 2003
Job Senior Vice President Sales at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
Vince Truman's Charles Schwab Experience December 2006 - Present
Job Managing Director, Trading Services
Industry Computer Software
Experience
Charles Schwab December 2006 - Present
Infoglide Software February 2000 - December 2006
Rothenberg Systems Intl January 1998 - February 2000
Education
The George Washington University 1988 — 1992
Charles Schwab December 2006 - Present
Infoglide Software February 2000 - December 2006
Rothenberg Systems Intl January 1998 - February 2000
Education
The George Washington University 1988 — 1992
Jeanne McCarthy's Charles Schwab Experience March 2013 - Present
Job Technical Director, Business Intelligence
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab 2003 - February 2013
Openwave Systems 2002 - 2003
Robertson Stephens Investment Banking 1999 - 2001
Accenture 1995 - 1999
Skills
ERP, Project Management, SaaS, PeopleSoft, Data Warehousing, PMO, Business Intelligence, HRIS, SAP HR, Oracle HR, PMP, Business Analysis, Product Management, Technical Project..., HR Solutions, Workday, Requirements Analysis, Integration, SDLC
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Management
University of California, San Diego 1986 — 1991
BA, Political Science, Chinese Studies
The Chinese University of Hong Kong 1989 — 1990
OISP - UC Education Abroad Program
Charles Schwab March 2013 - Present
Charles Schwab 2003 - February 2013
Openwave Systems 2002 - 2003
Robertson Stephens Investment Banking 1999 - 2001
Accenture 1995 - 1999
Skills
ERP, Project Management, SaaS, PeopleSoft, Data Warehousing, PMO, Business Intelligence, HRIS, SAP HR, Oracle HR, PMP, Business Analysis, Product Management, Technical Project..., HR Solutions, Workday, Requirements Analysis, Integration, SDLC
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Management
University of California, San Diego 1986 — 1991
BA, Political Science, Chinese Studies
The Chinese University of Hong Kong 1989 — 1990
OISP - UC Education Abroad Program
Lee Bohl's Charles Schwab Experience 2004 - Present
Job Manager Active Trader LiveOnline at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Skills
Portfolio Management, Series 63, Series 7, Wealth Management, Securities, Equities, Technical Analysis, Trading, Mutual Funds
Education
The Johns Hopkins University 1970 — 1973
BA, Natural Sciences
Charles Schwab 2004 - Present
Skills
Portfolio Management, Series 63, Series 7, Wealth Management, Securities, Equities, Technical Analysis, Trading, Mutual Funds
Education
The Johns Hopkins University 1970 — 1973
BA, Natural Sciences
Michael Richman's Charles Schwab Experience November 2000 - February 2002
Job Software Engineer at Energy Trust of Oregon
Industry Information Technology and Services
Experience
Energy Trust of Oregon July 2014 - Present
Integra Telecom July 2013 - January 2014
Banfield Pet Hospital 2014 - 2014
Slalom Consulting July 2012 - July 2013
BPA November 2009 - July 2012
Portland General Electric June 2007 - September 2009
Mellon Capital Management October 2004 - May 2007
Pacific Gas and Electric April 2003 - October 2004
Strategic Office Solutions August 2002 - January 2003
Charles Schwab November 2000 - February 2002
Skills
Software Development, Microsoft SQL Server, XML, Analysis, ASP.NET, VBA, SOAP, ASP, .NET, C#, Visual Studio, Business Analysis, PL/SQL, T-SQL, Visual Basic, Databases, HTML, Java, JavaScript, Leadership, SharePoint, Project Management, Web Applications, Oracle, IIS, Start-ups, Security, Access, Systems Analysis, Object Oriented Design, Management, MS Project
Education
The Johns Hopkins University 1972 — 1976
BES, Engineering
Golden Gate University
MS, Information Systems
Johns Hopkins University
Bachelor, Engineering Science
Energy Trust of Oregon July 2014 - Present
Integra Telecom July 2013 - January 2014
Banfield Pet Hospital 2014 - 2014
Slalom Consulting July 2012 - July 2013
BPA November 2009 - July 2012
Portland General Electric June 2007 - September 2009
Mellon Capital Management October 2004 - May 2007
Pacific Gas and Electric April 2003 - October 2004
Strategic Office Solutions August 2002 - January 2003
Charles Schwab November 2000 - February 2002
Skills
Software Development, Microsoft SQL Server, XML, Analysis, ASP.NET, VBA, SOAP, ASP, .NET, C#, Visual Studio, Business Analysis, PL/SQL, T-SQL, Visual Basic, Databases, HTML, Java, JavaScript, Leadership, SharePoint, Project Management, Web Applications, Oracle, IIS, Start-ups, Security, Access, Systems Analysis, Object Oriented Design, Management, MS Project
Education
The Johns Hopkins University 1972 — 1976
BES, Engineering
Golden Gate University
MS, Information Systems
Johns Hopkins University
Bachelor, Engineering Science
Carol Karer's Charles Schwab Experience November 2005 - August 2006
Job Franchisee Owner at Genius Kids Palo Alto
Industry Education Management
Experience
Genius Kids - Palo Alto July 2012 - Present
RSM McGladrey November 2007 - January 2011
Charles Schwab November 2005 - August 2006
Deloitte July 2001 - November 2005
Skills
Passed BV 203 of the..., MS Access, Mandarin Chinese..., Financial Modeling, Business Strategy, Due Diligence, Corporate Finance, Valuation, Accounting, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
The Chinese University of Hong Kong 1997 — 1998
Mandarin Chinese
University of Kansas 1990 — 1994
Bachelor of Science (B.S.), Accounting and Business/Management, 3.5
Genius Kids - Palo Alto July 2012 - Present
RSM McGladrey November 2007 - January 2011
Charles Schwab November 2005 - August 2006
Deloitte July 2001 - November 2005
Skills
Passed BV 203 of the..., MS Access, Mandarin Chinese..., Financial Modeling, Business Strategy, Due Diligence, Corporate Finance, Valuation, Accounting, Mergers & Acquisitions
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
The Chinese University of Hong Kong 1997 — 1998
Mandarin Chinese
University of Kansas 1990 — 1994
Bachelor of Science (B.S.), Accounting and Business/Management, 3.5
Alyssa Huffman, MBA's Charles Schwab Experience November 2013 - Present
Job Senior Manager Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Self Employed June 2013 - November 2013
ING U.S. Investment Management March 2013 - April 2013
ING U.S. Investment Management March 2011 - March 2013
ING U.S. Investment Management March 2009 - March 2011
ING U.S. Investment Management January 2007 - March 2009
ING U.S. Investment Management July 2003 - January 2007
Dechert LLP June 2001 - June 2003
Skills
Mutual Funds, 1940 Act, Compliance, Financial Services, Charles River IMS, Employee Management, Team Leadership, Building Relationships, Securities Regulation, Microsoft Office, Adobe Professional, Analysis
Education
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA), 4.0
The George Washington University 1998 — 2001
Bachelor of Arts (BA), International Affairs
Charles Schwab November 2013 - Present
Self Employed June 2013 - November 2013
ING U.S. Investment Management March 2013 - April 2013
ING U.S. Investment Management March 2011 - March 2013
ING U.S. Investment Management March 2009 - March 2011
ING U.S. Investment Management January 2007 - March 2009
ING U.S. Investment Management July 2003 - January 2007
Dechert LLP June 2001 - June 2003
Skills
Mutual Funds, 1940 Act, Compliance, Financial Services, Charles River IMS, Employee Management, Team Leadership, Building Relationships, Securities Regulation, Microsoft Office, Adobe Professional, Analysis
Education
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA), 4.0
The George Washington University 1998 — 2001
Bachelor of Arts (BA), International Affairs
Dan Mahoney's Charles Schwab Experience March 2011 - November 2012
Job Manager, Corporate Communications at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley July 2014 - Present
LaForce + Stevens October 2013 - April 2014
Ketchum November 2012 - October 2013
Charles Schwab March 2011 - November 2012
Ketchum May 2008 - March 2011
Vida Communication May 2007 - May 2008
Congressman Ron Kind (WI-03) January 2007 - May 2007
GMMB May 2006 - September 2006
Skills
Message Development, Crisis Communications, Media Relations, Strategic Communications, Reputation Management, Press Releases, Speech Writing, Corporate Communications, Internal Communications, Publicity, Public Affairs, Integrated Marketing, Public Relations, Messaging, Crisis Management, Collateral, Social Media, Corporate Social..., Marketing Communications, Newsletters, Blogging, Web Content, Event Planning, Editorial, Strategy, Editing, Event Management, Strategic Planning
Education
The George Washington University
B.A., Elliott School of International Affairs
Morgan Stanley July 2014 - Present
LaForce + Stevens October 2013 - April 2014
Ketchum November 2012 - October 2013
Charles Schwab March 2011 - November 2012
Ketchum May 2008 - March 2011
Vida Communication May 2007 - May 2008
Congressman Ron Kind (WI-03) January 2007 - May 2007
GMMB May 2006 - September 2006
Skills
Message Development, Crisis Communications, Media Relations, Strategic Communications, Reputation Management, Press Releases, Speech Writing, Corporate Communications, Internal Communications, Publicity, Public Affairs, Integrated Marketing, Public Relations, Messaging, Crisis Management, Collateral, Social Media, Corporate Social..., Marketing Communications, Newsletters, Blogging, Web Content, Event Planning, Editorial, Strategy, Editing, Event Management, Strategic Planning
Education
The George Washington University
B.A., Elliott School of International Affairs
Liz Carey's Charles Schwab Experience 2000 - 2001
Job Director, Alumnae Marketing and Communications at Wellesley College
Industry Marketing and Advertising
Experience
Wellesley College 2012 - 2015
JF&CS 2002 - 2012
Charles Schwab 2000 - 2001
The Wharton School 1998 - 2000
WGBH 1994 - 1998
CNN 1993 - 1994
Education
The George Washington University 1989 — 1993
BA, Political Communications
Wellesley College 2012 - 2015
JF&CS 2002 - 2012
Charles Schwab 2000 - 2001
The Wharton School 1998 - 2000
WGBH 1994 - 1998
CNN 1993 - 1994
Education
The George Washington University 1989 — 1993
BA, Political Communications
Eric Strohecker's Charles Schwab Experience January 2007 - Present
Job Corporate and Retirement Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Bright Trading / PairCo 2005 - 2006
Butler Wick May 2004 - June 2005
Education
The Ohio State University 1994 — 1996
Bachelor of Science (BS), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Bachelor of Science (BS), Finance, General
Charles Schwab January 2007 - Present
Bright Trading / PairCo 2005 - 2006
Butler Wick May 2004 - June 2005
Education
The Ohio State University 1994 — 1996
Bachelor of Science (BS), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1994 — 1996
Bachelor of Science (BS), Finance, General
Jeff Benton's Charles Schwab Experience 1986 - 2003
Job CEO, President at ZOO Fans, Inc.
Industry Renewables & Environment
Experience
ZOO Fans, Inc. January 2010 - Present
American Century Investments October 2007 - October 2009
Smith Barney October 2006 - May 2007
Charles Schwab 1986 - 2003
Skills
Brokerage, Insurance, Investments, Direct Sales, Client Services, Retail, Strategic Planning, Profitability, Sales Management, CRM, Finance, Management, Financial Services, Business Development, Program Management, Sales, Strategy, Marketing Strategy, Contract Negotiation, Marketing, Leadership, Negotiation, New Business Development
Education
The Johns Hopkins University 1972 — 1976
ZOO Fans, Inc. January 2010 - Present
American Century Investments October 2007 - October 2009
Smith Barney October 2006 - May 2007
Charles Schwab 1986 - 2003
Skills
Brokerage, Insurance, Investments, Direct Sales, Client Services, Retail, Strategic Planning, Profitability, Sales Management, CRM, Finance, Management, Financial Services, Business Development, Program Management, Sales, Strategy, Marketing Strategy, Contract Negotiation, Marketing, Leadership, Negotiation, New Business Development
Education
The Johns Hopkins University 1972 — 1976
Lee Block's Charles Schwab Experience August 2007 - December 2007
Job Project Manager at Google
Industry Information Technology and Services
Experience
Google June 2012 - November 2013
St Endellion/Nektan August 2011 - February 2012
Infocrossing/Wipro July 2011 - August 2011
Wells Fargo Bank July 2010 - March 2011
BlackRock December 2009 - July 2010
Barclays Global Investors February 2008 - December 2009
Charles Schwab August 2007 - December 2007
Wells Fargo & Co. 2002 - 2006
Pacific Gas and Electric Company April 2000 - April 2001
System Management Specialists/Esprit d'Corp November 1999 - April 2000
Skills
Business Analysis, PMO, PMP, Integration, Business Process, Business Process..., SDLC, Visio, Sybase, Vendor Management, Software Project..., Project Portfolio..., Waterfall, Agile Methodologies, IT Strategy, MS Project, Software Development, Software Documentation
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 1984 — 1985
MMHS, Masters Management of Human Services
Wheelock College 1980 — 1984
BS, ECE
Google June 2012 - November 2013
St Endellion/Nektan August 2011 - February 2012
Infocrossing/Wipro July 2011 - August 2011
Wells Fargo Bank July 2010 - March 2011
BlackRock December 2009 - July 2010
Barclays Global Investors February 2008 - December 2009
Charles Schwab August 2007 - December 2007
Wells Fargo & Co. 2002 - 2006
Pacific Gas and Electric Company April 2000 - April 2001
System Management Specialists/Esprit d'Corp November 1999 - April 2000
Skills
Business Analysis, PMO, PMP, Integration, Business Process, Business Process..., SDLC, Visio, Sybase, Vendor Management, Software Project..., Project Portfolio..., Waterfall, Agile Methodologies, IT Strategy, MS Project, Software Development, Software Documentation
Education
Brandeis University, Heller - The Heller School for Social Policy and Management 1984 — 1985
MMHS, Masters Management of Human Services
Wheelock College 1980 — 1984
BS, ECE
Jennifer Alabiso's Charles Schwab Experience November 2014 - Present
Job Managing Director, Compliance
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Curian Capital, LLC August 2012 - November 2014
Janus Capital Group August 2009 - August 2012
Janus August 2009 - August 2012
Janus Capital Group April 2004 - August 2009
Education
The College of Saint Rose 1997 — 1998
Masters of Science, Accounting
Charles Schwab November 2014 - Present
Curian Capital, LLC August 2012 - November 2014
Janus Capital Group August 2009 - August 2012
Janus August 2009 - August 2012
Janus Capital Group April 2004 - August 2009
Education
The College of Saint Rose 1997 — 1998
Masters of Science, Accounting
Mark Dickens's Charles Schwab Experience April 2008 - February 2012
Job Investment Research Associate at SWBC
Industry Financial Services
Experience
SWBC January 2012 - Present
Charles Schwab April 2008 - February 2012
St. Davids Healthcare Partnership January 2008 - March 2008
Meaden & Moore September 2007 - January 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, Financial Reporting, General Ledger, Strategic Financial..., Access, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Management, Defined Benefit, Financial Accounting
Education
Texas State University 2003 — 2007
Finance, Finance and Accounting
SWBC January 2012 - Present
Charles Schwab April 2008 - February 2012
St. Davids Healthcare Partnership January 2008 - March 2008
Meaden & Moore September 2007 - January 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, Financial Reporting, General Ledger, Strategic Financial..., Access, Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Asset Management, Defined Benefit, Financial Accounting
Education
Texas State University 2003 — 2007
Finance, Finance and Accounting
Cliff Cyphers's Charles Schwab Experience October 2008 - December 2008
Job Web Developer at One Technologies, LP
Industry Information Technology and Services
Experience
One Technologies, LP September 2015 - Present
MVP Index December 2014 - June 2015
Bartech Group December 2013 - October 2014
Samsung Austin Research Center May 2013 - September 2013
GameSalad, Inc March 2013 - April 2013
E*TRADE Financial December 2011 - October 2012
Cyber Connects, LLC December 2010 - 2011
Crossroads Systems June 2009 - November 2009
Charles Schwab October 2008 - December 2008
Gap Inc. Direct October 2007 - September 2008
Skills
DB2, Ruby, WebSphere Application..., PHP, MySQL, Apache, JavaScript, Programming, Servers, WebSphere MQ, High Performance..., PostgreSQL, Sendmail, Postfix, IBM Tivoli, Snort, OpenSSH, OpenVPN, Spamassassin, Nginx, Lua, Node.js, Socket.io, Backbone.js, Redis, Tcpdump, Protocols TCP/IP, TCP/IP stack, Puppet, Vim, Ruby on Rails, Sinatra, Capistrano, Tunneling, SSL, CSS, JavaScript Libraries, jQuery, jQuery UI, Unicorn, Passenger, Thin, Curl, OAuth, Test Automation, Integration, Web Applications, Testing, Perl, Unix
Education
Texas Tech University 1999 — 2002
BS, Computer Science
One Technologies, LP September 2015 - Present
MVP Index December 2014 - June 2015
Bartech Group December 2013 - October 2014
Samsung Austin Research Center May 2013 - September 2013
GameSalad, Inc March 2013 - April 2013
E*TRADE Financial December 2011 - October 2012
Cyber Connects, LLC December 2010 - 2011
Crossroads Systems June 2009 - November 2009
Charles Schwab October 2008 - December 2008
Gap Inc. Direct October 2007 - September 2008
Skills
DB2, Ruby, WebSphere Application..., PHP, MySQL, Apache, JavaScript, Programming, Servers, WebSphere MQ, High Performance..., PostgreSQL, Sendmail, Postfix, IBM Tivoli, Snort, OpenSSH, OpenVPN, Spamassassin, Nginx, Lua, Node.js, Socket.io, Backbone.js, Redis, Tcpdump, Protocols TCP/IP, TCP/IP stack, Puppet, Vim, Ruby on Rails, Sinatra, Capistrano, Tunneling, SSL, CSS, JavaScript Libraries, jQuery, jQuery UI, Unicorn, Passenger, Thin, Curl, OAuth, Test Automation, Integration, Web Applications, Testing, Perl, Unix
Education
Texas Tech University 1999 — 2002
BS, Computer Science
Kathleen Lai's Charles Schwab Experience 2006 - 2009
Job Global Product/Program Management
Industry Internet
Experience
Google October 2011 - Present
PayPal April 2011 - October 2011
PayPal July 2009 - April 2011
Charles Schwab 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 2000 - 2002
Hong Kong Government 1997 - 2000
Hong Kong Government 1995 - 1997
The Hong Kong and China Gas Company Limited (Towngas) June 1995 - October 1995
Skills
Program Management, Global Product..., Product Launch, Localization, Content Management, Portfolio Management, Business Process..., Agile Project Management, Google Adwords, Information Architecture, Globalization, Software Project..., Content Strategy, Teamwork, Editing, Cross-functional Team..., Government, Process Improvement, Translation, Internal Audit, Public Relations, Copywriting, Online Lead Generation, Strategic Planning, User Experience, Vendor Management, Creative Writing
Education
The Chinese University of Hong Kong 1996 — 1998
M.A., Translation
The Chinese University of Hong Kong 1990 — 1995
B.A., Chinese Literature & Translation
University of California, Los Angeles 1993 — 1994
Exchange Student, Communications, Linguistics
Google October 2011 - Present
PayPal April 2011 - October 2011
PayPal July 2009 - April 2011
Charles Schwab 2006 - 2009
Charles Schwab 2002 - 2006
Charles Schwab 2000 - 2002
Hong Kong Government 1997 - 2000
Hong Kong Government 1995 - 1997
The Hong Kong and China Gas Company Limited (Towngas) June 1995 - October 1995
Skills
Program Management, Global Product..., Product Launch, Localization, Content Management, Portfolio Management, Business Process..., Agile Project Management, Google Adwords, Information Architecture, Globalization, Software Project..., Content Strategy, Teamwork, Editing, Cross-functional Team..., Government, Process Improvement, Translation, Internal Audit, Public Relations, Copywriting, Online Lead Generation, Strategic Planning, User Experience, Vendor Management, Creative Writing
Education
The Chinese University of Hong Kong 1996 — 1998
M.A., Translation
The Chinese University of Hong Kong 1990 — 1995
B.A., Chinese Literature & Translation
University of California, Los Angeles 1993 — 1994
Exchange Student, Communications, Linguistics
Ernst Williams's Charles Schwab Experience September 2000 - April 2005
Job Senior Investigator at U.S. Department of Labor
Industry Law Practice
Experience
U.S. Department of Labor August 2008 - Present
The Catholic University of America 2007 - 2007
Charles Schwab September 2000 - April 2005
Skills
Trading, Retirement, ERISA, Legal Research, Venture Capital, Litigation, Securities, Investments, Risk Management, Equities, Policy, Employee Benefits
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
JD, Law
University of Virginia 1994 — 1998
BA, English, German
U.S. Department of Labor August 2008 - Present
The Catholic University of America 2007 - 2007
Charles Schwab September 2000 - April 2005
Skills
Trading, Retirement, ERISA, Legal Research, Venture Capital, Litigation, Securities, Investments, Risk Management, Equities, Policy, Employee Benefits
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
JD, Law
University of Virginia 1994 — 1998
BA, English, German
Vidyasagar Ummadisetty's Charles Schwab Experience Senior Software EngineerIIS InfotechFebruary 1998 - December 1998
Job Senior Staff Tech Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Senior Software EngineerIIS InfotechFebruary 1998 - December 1998
Education
The Maharaja Sayajirao University of Baroda 1994 — 1996
Master Of Engineering, Fracture Mechanics
Charles Schwab Senior Software EngineerIIS InfotechFebruary 1998 - December 1998
Education
The Maharaja Sayajirao University of Baroda 1994 — 1996
Master Of Engineering, Fracture Mechanics
Kazume Nishiyama's Charles Schwab Experience May 2003 - December 2004
Job Adjunct Professor at Manhattan College
Industry Financial Services
Experience
Manhattan College March 2015 - Present
Freelance Translator October 2011 - February 2015
Independent September 2007 - October 2013
Federal Home Loan Bank of New York September 2006 - September 2007
ABN Amro Co. June 2005 - September 2006
Charles Schwab May 2003 - December 2004
Goldman Sachs Co. / Spear, Leeds and Kellogg / TLW Securities February 2000 - April 2002
Prebon-Yamae (U.S.A.) Inc. (now Tullet Prebon) September 1997 - August 1999
AT&T August 1995 - August 1997
The Brooklyn College, Department of Economics September 1994 - May 1995
Skills
Risk Management, Financial Analysis, Investments, Banking, Finance, Financial Services, Financial Modeling, Credit, Equities, Portfolio Management, Series 7, Management, Retirement Planning, Options
Education
The Graduate Center, City University of New York 1990 — 1997
Doctor of Philosophy (Ph.D.), Economics, GPA 3.82
Clarkson University 1989 — 1990
Master of Business Administration (MBA), 3.7
Manhattan College March 2015 - Present
Freelance Translator October 2011 - February 2015
Independent September 2007 - October 2013
Federal Home Loan Bank of New York September 2006 - September 2007
ABN Amro Co. June 2005 - September 2006
Charles Schwab May 2003 - December 2004
Goldman Sachs Co. / Spear, Leeds and Kellogg / TLW Securities February 2000 - April 2002
Prebon-Yamae (U.S.A.) Inc. (now Tullet Prebon) September 1997 - August 1999
AT&T August 1995 - August 1997
The Brooklyn College, Department of Economics September 1994 - May 1995
Skills
Risk Management, Financial Analysis, Investments, Banking, Finance, Financial Services, Financial Modeling, Credit, Equities, Portfolio Management, Series 7, Management, Retirement Planning, Options
Education
The Graduate Center, City University of New York 1990 — 1997
Doctor of Philosophy (Ph.D.), Economics, GPA 3.82
Clarkson University 1989 — 1990
Master of Business Administration (MBA), 3.7
Renaud Delapierre's Charles Schwab Experience November 2009 - Present
Job Northeast Director of Sales Strategy & Distribution
Industry Financial Services
Experience
Charles Schwab November 2009 - Present
Charles Schwab November 2004 - November 2009
Charles Schwab October 2003 - November 2004
Charles Schwab June 2000 - October 2003
Charles Schwab June 1998 - June 2000
Charles Schwab November 1994 - June 1998
Olde Stockbrokers October 1993 - November 1994
Skills
Series 7, 9, 10, 63, 66..., Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Fixed Income, Strategic Financial..., Investment Strategies, Relationship Management, Securities, Retirement, Investment Management
Education
The George Washington University - School of Business 1988 — 1992
BBA, Economics & International Business
Lycee Francais de Washington 1979 — 1985
Charles Schwab November 2009 - Present
Charles Schwab November 2004 - November 2009
Charles Schwab October 2003 - November 2004
Charles Schwab June 2000 - October 2003
Charles Schwab June 1998 - June 2000
Charles Schwab November 1994 - June 1998
Olde Stockbrokers October 1993 - November 1994
Skills
Series 7, 9, 10, 63, 66..., Series 7, Mutual Funds, Series 63, Wealth Management, Investments, Asset Allocation, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Equities, Investment Advisory, Alternative Investments, Fixed Income, Strategic Financial..., Investment Strategies, Relationship Management, Securities, Retirement, Investment Management
Education
The George Washington University - School of Business 1988 — 1992
BBA, Economics & International Business
Lycee Francais de Washington 1979 — 1985
Benjamin Arizmendi's Charles Schwab Experience January 2006 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
RBC Dain Rauscher May 2002 - May 2005
Swidler & Berlin January 2000 - January 2001
Education
The George Washington University Law School 1996 — 1999
JD, Law
University of California, Los Angeles 1990 — 1995
BA, Philosophy
Charles Schwab January 2006 - Present
RBC Dain Rauscher May 2002 - May 2005
Swidler & Berlin January 2000 - January 2001
Education
The George Washington University Law School 1996 — 1999
JD, Law
University of California, Los Angeles 1990 — 1995
BA, Philosophy
Regina Guinn's Charles Schwab Experience 2007 - 2009
Job Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo 2013 - June 2014
Wells Fargo 2010 - 2013
CoolTrade April 2009 - December 2009
Charles Schwab 2007 - 2009
Charles Schwab 1995 - 2007
Merrill Lynch 1993 - 1994
Skills
Process Improvement, Gap Analysis, Six Sigma, Cycle Time Reduction, Value Stream, SIPOC, Project Facilitation, Leading Cross..., Detailed Planning, System Enhancements, Performance Metrics, Root Cause Analysis, Metrics, KPI, Dashboard, SDLC, Business Process, Business Requirements, User Acceptance Testing, Business Process..., Process Mapping, Business Analysis, Process Engineering, Requirements Analysis, Process Development, Business Process Design, Requirements Gathering, Key Performance..., Business Process Mapping, Process Simulation, Project Management, Risk Management, Software Project..., Cross-functional Team..., Requirements Management, Management, Project Planning, Enterprise Software, Agile Methodologies, Plannning, Value Stream Mapping, Billing Systems
Education
The Catholic University of America
Mechanical Engineering
Wells Fargo June 2014 - Present
Wells Fargo 2013 - June 2014
Wells Fargo 2010 - 2013
CoolTrade April 2009 - December 2009
Charles Schwab 2007 - 2009
Charles Schwab 1995 - 2007
Merrill Lynch 1993 - 1994
Skills
Process Improvement, Gap Analysis, Six Sigma, Cycle Time Reduction, Value Stream, SIPOC, Project Facilitation, Leading Cross..., Detailed Planning, System Enhancements, Performance Metrics, Root Cause Analysis, Metrics, KPI, Dashboard, SDLC, Business Process, Business Requirements, User Acceptance Testing, Business Process..., Process Mapping, Business Analysis, Process Engineering, Requirements Analysis, Process Development, Business Process Design, Requirements Gathering, Key Performance..., Business Process Mapping, Process Simulation, Project Management, Risk Management, Software Project..., Cross-functional Team..., Requirements Management, Management, Project Planning, Enterprise Software, Agile Methodologies, Plannning, Value Stream Mapping, Billing Systems
Education
The Catholic University of America
Mechanical Engineering
Zach Leeds - zachleeds@me.com's Charles Schwab Experience November 2009 - April 2012
Job Investor/Day Trader at Leeds Financial
Industry Financial Services
Experience
Leeds Financial 2012 - Present
Charles Schwab November 2009 - April 2012
American Express July 2009 - November 2009
Financial Services Company May 2009 - July 2009
Charles Schwab February 2006 - February 2009
The College of Wooster August 2003 - May 2005
Skills
Technical Support, Microsoft Office, Leadership, Training, Risk Management, Management, Project Management, Quality Assurance, Investments, Financial Services, Finance, Access, Customer Service, Analysis, SQL, Series 7, Series 63
Education
Charles Schwab 2006 — 2008
CE, Finance
The College of Wooster 2001 — 2005
B.A., Computer Science
Leeds Financial 2012 - Present
Charles Schwab November 2009 - April 2012
American Express July 2009 - November 2009
Financial Services Company May 2009 - July 2009
Charles Schwab February 2006 - February 2009
The College of Wooster August 2003 - May 2005
Skills
Technical Support, Microsoft Office, Leadership, Training, Risk Management, Management, Project Management, Quality Assurance, Investments, Financial Services, Finance, Access, Customer Service, Analysis, SQL, Series 7, Series 63
Education
Charles Schwab 2006 — 2008
CE, Finance
The College of Wooster 2001 — 2005
B.A., Computer Science
Heidi Morton's Charles Schwab Experience 1997 - 2001
Job Photographer at Heidi Morton Photography
Industry Financial Services
Experience
Heidi Morton Photography d/b/a Peachtree Pictures October 2003 - Present
CirclePix 2003 - 2008
Charles Schwab 1997 - 2001
The Ayco Company 1987 - 1997
Skills
Commercial Photography, Fine Art Photography, Event Photography, Travel Photography, Digital Photography, Photoshop, Portrait Photography, Mac, Microsoft Word, Customer Service, Web Design, Property Photography, Family Photography, Sports Photography, Candid Photography, Food Photography, Lifestyle Photography, Group Photos, Final Cut Pro, Marketing, Direct Sales, Retail Sales, Windows, QuickBooks, Microsoft Office, Microsoft Excel, PowerPoint, Digital Darkroom, Web Development, Book Design, iMovie
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Finance
Ridgeview High School
The Creative Circus
Professional Certificate, Photography
Heidi Morton Photography d/b/a Peachtree Pictures October 2003 - Present
CirclePix 2003 - 2008
Charles Schwab 1997 - 2001
The Ayco Company 1987 - 1997
Skills
Commercial Photography, Fine Art Photography, Event Photography, Travel Photography, Digital Photography, Photoshop, Portrait Photography, Mac, Microsoft Word, Customer Service, Web Design, Property Photography, Family Photography, Sports Photography, Candid Photography, Food Photography, Lifestyle Photography, Group Photos, Final Cut Pro, Marketing, Direct Sales, Retail Sales, Windows, QuickBooks, Microsoft Office, Microsoft Excel, PowerPoint, Digital Darkroom, Web Development, Book Design, iMovie
Education
University of Georgia - Terry College of Business 1980 — 1984
BBA, Finance
Ridgeview High School
The Creative Circus
Professional Certificate, Photography
Paul Henry's Charles Schwab Experience 1995 - 1998
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Matthew Woody's Charles Schwab Experience November 1999 - December 2004
Job Market Manager at Western Federal Credit Union
Industry Banking
Experience
Western Federal Credit Union April 2015 - Present
Pro Martial Arts Franchise Corp May 2013 - April 2015
Capital One Bank January 2007 - December 2012
Capital One Bank January 2006 - January 2007
J.P. Morgan Chase January 2005 - July 2006
Charles Schwab November 1999 - December 2004
Feature Film Production January 1990 - October 1999
Skills
Banking, Leadership, Credit, Small Business Lending, Retail Banking, Management, Portfolio Management, Loans, Financial Services, Commercial Banking, Training, Mortgage Lending, Investments, Consumer Lending, Commercial Lending, Risk Management, Recruiting
Education
Texas State University 1985 — 1988
Western Federal Credit Union April 2015 - Present
Pro Martial Arts Franchise Corp May 2013 - April 2015
Capital One Bank January 2007 - December 2012
Capital One Bank January 2006 - January 2007
J.P. Morgan Chase January 2005 - July 2006
Charles Schwab November 1999 - December 2004
Feature Film Production January 1990 - October 1999
Skills
Banking, Leadership, Credit, Small Business Lending, Retail Banking, Management, Portfolio Management, Loans, Financial Services, Commercial Banking, Training, Mortgage Lending, Investments, Consumer Lending, Commercial Lending, Risk Management, Recruiting
Education
Texas State University 1985 — 1988
Sarena Shapiro's Charles Schwab Experience September 1999 - Present
Job Managing Director, Marketing
Industry Marketing and Advertising
Experience
Charles Schwab September 1999 - Present
World Savings and Loan Association 1996 - 1999
Moore Iacofano Goltsman, Inc. 1994 - 1996
Certus Financial Corporation 1992 - 1993
Skills
Integrated Marketing, Leadership, Management, Program Management, B2B, Team Building, Multi-channel Marketing, Strategy, B2C
Education
London School of Economics and Political Science
MSc, Anthropology
University of Vermont
BA, Economics, Anthropology
Charles Schwab September 1999 - Present
World Savings and Loan Association 1996 - 1999
Moore Iacofano Goltsman, Inc. 1994 - 1996
Certus Financial Corporation 1992 - 1993
Skills
Integrated Marketing, Leadership, Management, Program Management, B2B, Team Building, Multi-channel Marketing, Strategy, B2C
Education
London School of Economics and Political Science
MSc, Anthropology
University of Vermont
BA, Economics, Anthropology
Padmaja Erella's Charles Schwab Experience January 2013 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab October 2011 - Present
Aspira Plastic Surgery January 2010 - 2012
Zebra Imaging 2011 - 2011
Rolls-Royce June 2008 - October 2009
SunGard 2006 - 2008
Skills
Quality Center, User Acceptance Testing, Test Planning, QTP, SDLC, Software Quality..., Waterfall, Test Cases, Regression Testing, Defect Tracking, Test Automation, WinRunner
Education
The George Washington University 1996 — 1998
Master's degree
The George Washington University
Bachelor's degree
Charles Schwab January 2013 - Present
Charles Schwab October 2011 - Present
Aspira Plastic Surgery January 2010 - 2012
Zebra Imaging 2011 - 2011
Rolls-Royce June 2008 - October 2009
SunGard 2006 - 2008
Skills
Quality Center, User Acceptance Testing, Test Planning, QTP, SDLC, Software Quality..., Waterfall, Test Cases, Regression Testing, Defect Tracking, Test Automation, WinRunner
Education
The George Washington University 1996 — 1998
Master's degree
The George Washington University
Bachelor's degree
Linda C. Badilo's Charles Schwab Experience June 2004 - Present
Job Recent graduate
Industry Government Relations
Experience
Soma Intimates January 2009 - Present
Charles Schwab June 2004 - Present
HEB Grocery Stores June 2009 - December 2009
Texas Democratic Party2008 June 2008 - December 2008
Education
Texas Tech University
University of Texas
BA, Government
Soma Intimates January 2009 - Present
Charles Schwab June 2004 - Present
HEB Grocery Stores June 2009 - December 2009
Texas Democratic Party2008 June 2008 - December 2008
Education
Texas Tech University
University of Texas
BA, Government
Mark Senzamici's Charles Schwab Experience 1997 - 2002
Job NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext 2003 - Present
Charles Schwab 1997 - 2002
Education
The College of New Jersey
NYSE Euronext 2003 - Present
Charles Schwab 1997 - 2002
Education
The College of New Jersey
Todd Berg, ChFC®'s Charles Schwab Experience August 1999 - April 2008
Job Managing Partner/Senior Private Wealth Advisor at Guardian Wealth Management
Industry Financial Services
Experience
Guardian Wealth Management April 2008 - Present
Charles Schwab August 1999 - April 2008
Charles Schwab April 1995 - August 1999
American Express Financial Advisors March 1990 - April 1995
Skills
Leadership, Strategic Planning, Customer Service, Project Management, Business Development, Business Strategy, Wealth Management, Retirement, Investment Management, Portfolio Management, Financial Planning, Investments, Finance, Asset Management, Risk Management, Financial Services, Financial Analysis
Education
The American College 2012 — 2015
Chartered Financial Consultant, ChFC
University of Utah 1984 — 1988
Organizational Communication
Guardian Wealth Management April 2008 - Present
Charles Schwab August 1999 - April 2008
Charles Schwab April 1995 - August 1999
American Express Financial Advisors March 1990 - April 1995
Skills
Leadership, Strategic Planning, Customer Service, Project Management, Business Development, Business Strategy, Wealth Management, Retirement, Investment Management, Portfolio Management, Financial Planning, Investments, Finance, Asset Management, Risk Management, Financial Services, Financial Analysis
Education
The American College 2012 — 2015
Chartered Financial Consultant, ChFC
University of Utah 1984 — 1988
Organizational Communication
Cameron Glinton's Charles Schwab Experience 2001 - 2002
Job Real Estate Investment Services & Sales at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap June 2011 - Present
CDM 2002 - 2004
Charles Schwab 2001 - 2002
Skills
Marketing Strategy, Marketing, Contract Negotiation, Sales, Negotiation, Commercial Real Estate, Marketing Communications, Business Development, Investments
Education
University of Denver - Daniels College of Business 1999 — 2009
B.S. Marketing, Marketing
The George Washington University 2003 — 2003
ESI- Federal Contracting Basics
Marcus & Millichap June 2011 - Present
CDM 2002 - 2004
Charles Schwab 2001 - 2002
Skills
Marketing Strategy, Marketing, Contract Negotiation, Sales, Negotiation, Commercial Real Estate, Marketing Communications, Business Development, Investments
Education
University of Denver - Daniels College of Business 1999 — 2009
B.S. Marketing, Marketing
The George Washington University 2003 — 2003
ESI- Federal Contracting Basics
Maryann Jennings's Charles Schwab Experience
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Brokerage, Leadership, Leadership Development, Management, Microsoft Office, Public Speaking, Nonprofits, Community Outreach
Education
The George Washington University
Master of Education (M.Ed.), Reading
Wesleyan University
Bachelor of Arts (B.A.), Government, Education
Charles Schwab
Skills
Brokerage, Leadership, Leadership Development, Management, Microsoft Office, Public Speaking, Nonprofits, Community Outreach
Education
The George Washington University
Master of Education (M.Ed.), Reading
Wesleyan University
Bachelor of Arts (B.A.), Government, Education
Matthew Hanzelka's Charles Schwab Experience November 2006 - May 2009
Job Chaplain Candidate at United States Air Force Reserve
Industry Nonprofit Organization Management
Experience
United States Air Force Reserve April 2010 - Present
Texas Department of Public Safety August 2010 - April 2011
Texas Department of Public Safety June 2009 - August 2010
Charles Schwab November 2006 - May 2009
Education
George W. Truett Theological Seminary 2010 — 2013
MDIV, Master of Divinity (Theology)
Texas Tech University 2001 — 2006
B.S., Financial Planning
United States Air Force Reserve April 2010 - Present
Texas Department of Public Safety August 2010 - April 2011
Texas Department of Public Safety June 2009 - August 2010
Charles Schwab November 2006 - May 2009
Education
George W. Truett Theological Seminary 2010 — 2013
MDIV, Master of Divinity (Theology)
Texas Tech University 2001 — 2006
B.S., Financial Planning
Michele Magidoff, CFA's Charles Schwab Experience 1996 - 2000
Job Senior Analyst at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco 2004 - Present
Wells Capital Management 2003 - 2004
Montgomery Asset Management 2000 - 2003
Charles Schwab 1996 - 2000
Skills
Financial Modeling, Financial Risk, Financial Risk..., Banking, Investment Management, Credit Risk
Education
Johns Hopkins SAIS
MA, International economics
UCLA
BA, International economics
Federal Reserve Bank of San Francisco 2004 - Present
Wells Capital Management 2003 - 2004
Montgomery Asset Management 2000 - 2003
Charles Schwab 1996 - 2000
Skills
Financial Modeling, Financial Risk, Financial Risk..., Banking, Investment Management, Credit Risk
Education
Johns Hopkins SAIS
MA, International economics
UCLA
BA, International economics
Donna Hay's Charles Schwab Experience July 2000 - October 2002
Job Registered Sales Assistant at Comerica Securities
Industry Financial Services
Experience
Comerica Securities February 2008 - Present
Supreme Lending January 2007 - February 2008
free lance / self employed March 2003 - January 2007
Charles Schwab July 2000 - October 2002
Skills
Securities, Retirement Planning, Investments, Series 7, Portfolio Management, Relationship Management, Retail Banking, Financial Advisory, Series 63, Credit Analysis, Finance, Commercial Banking, Financial Analysis, Financial Services, Mortgage Lending, Small Business Lending, Credit, Banking
Education
Texas Tech University
BS
Comerica Securities February 2008 - Present
Supreme Lending January 2007 - February 2008
free lance / self employed March 2003 - January 2007
Charles Schwab July 2000 - October 2002
Skills
Securities, Retirement Planning, Investments, Series 7, Portfolio Management, Relationship Management, Retail Banking, Financial Advisory, Series 63, Credit Analysis, Finance, Commercial Banking, Financial Analysis, Financial Services, Mortgage Lending, Small Business Lending, Credit, Banking
Education
Texas Tech University
BS
Ed Kritz's Charles Schwab Experience January 1999 - August 2004
Job Relationship Manager at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services April 2011 - Present
Fifth Third Bank September 2004 - April 2011
Charles Schwab January 1999 - August 2004
Skills
Investments, 401k, Relationship Management, Mutual Funds, Financial Services, Banking, Employee Benefits
Education
The Ohio State University 1988 — 1993
Bachelor of Science, Accounting
PNC Financial Services April 2011 - Present
Fifth Third Bank September 2004 - April 2011
Charles Schwab January 1999 - August 2004
Skills
Investments, 401k, Relationship Management, Mutual Funds, Financial Services, Banking, Employee Benefits
Education
The Ohio State University 1988 — 1993
Bachelor of Science, Accounting
Matthew Kovac's Charles Schwab Experience June 2014 - Present
Job Technical Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Randstad Technologies US August 2012 - June 2013
Self-employed 2009 - August 2012
Dell June 2008 - April 2009
Dell November 2007 - June 2008
Dell May 2007 - October 2007
Hurst-Euless-Bedford I.S.D May 2004 - August 2004
Skills
Inside Sales, Salesforce.com, Corporate Communications, Marketing Communications, Internal Communications, Software Installation, Computer Hardware, Computer Maintenance, Computer Building, Management
Education
Texas Tech University 2002 — 2007
Bachelor of Arts, Communication Studies
L.D. Bell High School 1998 — 2002
HIgh School Diploma
Charles Schwab June 2014 - Present
Randstad Technologies US August 2012 - June 2013
Self-employed 2009 - August 2012
Dell June 2008 - April 2009
Dell November 2007 - June 2008
Dell May 2007 - October 2007
Hurst-Euless-Bedford I.S.D May 2004 - August 2004
Skills
Inside Sales, Salesforce.com, Corporate Communications, Marketing Communications, Internal Communications, Software Installation, Computer Hardware, Computer Maintenance, Computer Building, Management
Education
Texas Tech University 2002 — 2007
Bachelor of Arts, Communication Studies
L.D. Bell High School 1998 — 2002
HIgh School Diploma
Kristen Zychowski's Charles Schwab Experience July 2014 - Present
Job Cashier/Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Pei Wei Asian Diner September 2012 - July 2014
Sur La Table March 2010 - September 2012
Roy's Hawaiian Fusion Cuisine November 2005 - September 2012
Skills
Management, Customer Service, General Administrative..., Client Relations Skills, Team-oriented, Positive Can-do Attitude, Human Resources, Employee Training, Training, Microsoft Office, Hiring, Data Entry, Food Cost Management, Inventory Management, Schedule Writing, P & L Ownership, Multi Tasking, Payroll, Product Ordering, Restaurant Management, Food & Beverage, Food Safety, Culinary Skills, Menu Development, Fine Dining, Food Service, Wine, Catering, Hospitality, Banquets, Asian Cuisine, Sushi, Seafood
Education
Culinary Institute of America 2001 — 2003
Associate's degree, Culinary Arts/Chef Training
Charles Schwab July 2014 - Present
Pei Wei Asian Diner September 2012 - July 2014
Sur La Table March 2010 - September 2012
Roy's Hawaiian Fusion Cuisine November 2005 - September 2012
Skills
Management, Customer Service, General Administrative..., Client Relations Skills, Team-oriented, Positive Can-do Attitude, Human Resources, Employee Training, Training, Microsoft Office, Hiring, Data Entry, Food Cost Management, Inventory Management, Schedule Writing, P & L Ownership, Multi Tasking, Payroll, Product Ordering, Restaurant Management, Food & Beverage, Food Safety, Culinary Skills, Menu Development, Fine Dining, Food Service, Wine, Catering, Hospitality, Banquets, Asian Cuisine, Sushi, Seafood
Education
Culinary Institute of America 2001 — 2003
Associate's degree, Culinary Arts/Chef Training
Timothy Olthouse's Charles Schwab Experience July 2014 - January 2015
Job Apple Specialist Independent Contractor
Industry Information Technology and Services
Experience
University of Phoenix June 2015 - Present
Cancer Treatment Centers of America March 2015 - Present
PetSmart February 2015 - February 2015
Charles Schwab July 2014 - January 2015
Heritage - Crystal Clean October 2013 - June 2014
Apple June 2010 - August 2013
U.S. Cellular October 2007 - March 2009
Skills
IT Solutions, IT Strategy, Employee Training, Hands-on Training, Computer Repair, iPhone Support, Networking, iPhone, Troubleshooting, Laptops, System Deployment, OS X, iOS, Hardware Support, Technical Support, iLife, Printers, Remote Desktop, Windows 7, Help Desk Support, Computer Maintenance, iWork, Hardware Installation, Technical Training, Software Installation, Microsoft Exchange, Active Directory, Computer Software..., Apple Certified
Education
The Art Institute of California-San Diego 2004 — 2006
University of Phoenix June 2015 - Present
Cancer Treatment Centers of America March 2015 - Present
PetSmart February 2015 - February 2015
Charles Schwab July 2014 - January 2015
Heritage - Crystal Clean October 2013 - June 2014
Apple June 2010 - August 2013
U.S. Cellular October 2007 - March 2009
Skills
IT Solutions, IT Strategy, Employee Training, Hands-on Training, Computer Repair, iPhone Support, Networking, iPhone, Troubleshooting, Laptops, System Deployment, OS X, iOS, Hardware Support, Technical Support, iLife, Printers, Remote Desktop, Windows 7, Help Desk Support, Computer Maintenance, iWork, Hardware Installation, Technical Training, Software Installation, Microsoft Exchange, Active Directory, Computer Software..., Apple Certified
Education
The Art Institute of California-San Diego 2004 — 2006
Stephen Marcopulos's Charles Schwab Experience June 2014 - August 2014
Job Student at The George Washington University, Finance and International Business
Industry Financial Services
Experience
Charles Schwab June 2014 - August 2014
U.S. Space & Rocket Center May 2012 - August 2013
Education
The George Washington University 2011 — 2015
International Business and Finance
Johns Creek High School 2007 — 2011
Charles Schwab June 2014 - August 2014
U.S. Space & Rocket Center May 2012 - August 2013
Education
The George Washington University 2011 — 2015
International Business and Finance
Johns Creek High School 2007 — 2011
Daniel Ngo's Charles Schwab Experience October 2011 - March 2012
Job Epic Application Analyst at CHI St. Luke's Health
Industry Hospital & Health Care
Experience
CHI St. Luke's Health April 2014 - Present
Scott & White Healthcare 2012 - 2014
Charles Schwab October 2011 - March 2012
Skills
Epic Systems, Healthcare Information..., EHR, HIPAA, EMR, Healthcare, Data Analysis, HL7, Healthcare Management, Informatics, Process Improvement, Software Documentation, Software Implementation, Troubleshooting, Visio
Education
The University of Texas at San Antonio 2006 — 2008
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Texas Tech University 1998 — 2000
Bachelor of Science (B.S.), Biology, General
CHI St. Luke's Health April 2014 - Present
Scott & White Healthcare 2012 - 2014
Charles Schwab October 2011 - March 2012
Skills
Epic Systems, Healthcare Information..., EHR, HIPAA, EMR, Healthcare, Data Analysis, HL7, Healthcare Management, Informatics, Process Improvement, Software Documentation, Software Implementation, Troubleshooting, Visio
Education
The University of Texas at San Antonio 2006 — 2008
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Texas Tech University 1998 — 2000
Bachelor of Science (B.S.), Biology, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank