Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Akram Elbardawil, CFA Akram Elbardawil, CFA's Charles Schwab Experience 1995 - 2004
Job
Industry Financial Services
Philip Kendall, CFA, CFP® Philip Kendall, CFA, CFP®'s Charles Schwab Experience March 2014 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab October 2009 - March 2014
Fidelity Investments February 2001 - March 2009
Colonial Bank 2009 - 2009
Education
The University of Texas at Austin 1989 — 1993
Bachelor, Political Science and Government
The University of Dallas 1999 — 2001
MBA, Corporate Finance
Charles Schwab March 2014 - Present
Charles Schwab October 2009 - March 2014
Fidelity Investments February 2001 - March 2009
Colonial Bank 2009 - 2009
Education
The University of Texas at Austin 1989 — 1993
Bachelor, Political Science and Government
The University of Dallas 1999 — 2001
MBA, Corporate Finance
Hayley Block Hayley Block's Charles Schwab Experience October 2014 - Present
Job Senior Manager, Business Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Gillum Strategy Partners October 2013 - October 2014
CME Group December 2011 - June 2013
CME Group June 2010 - December 2011
Boston Consulting Group September 2008 - June 2010
GE Equity Funds February 2008 - September 2008
GE Commercial Finance July 2006 - September 2008
GE Commercial Finance August 2007 - February 2008
GE Equity Directs Team January 2007 - July 2007
GE Corporate Treasury July 2006 - January 2007
Skills
Budgets, Financial Modeling, Financial Analysis, FX Options, Equities, Portfolio Management, Options, Trading, Hedge Funds, Financial Markets, Finance, Business Strategy, New Business Development, Analysis, Strategic Planning, Management, Research Design, Quantitative Research, Investments, Financial Services, Asset Management, Statistical Data...
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Strategy, Economics, International Business
University of Vermont 2002 — 2006
College of Arts and Sciences, Economics, Political Science
Brookline High School 1998 — 2002
Charles Schwab October 2014 - Present
Gillum Strategy Partners October 2013 - October 2014
CME Group December 2011 - June 2013
CME Group June 2010 - December 2011
Boston Consulting Group September 2008 - June 2010
GE Equity Funds February 2008 - September 2008
GE Commercial Finance July 2006 - September 2008
GE Commercial Finance August 2007 - February 2008
GE Equity Directs Team January 2007 - July 2007
GE Corporate Treasury July 2006 - January 2007
Skills
Budgets, Financial Modeling, Financial Analysis, FX Options, Equities, Portfolio Management, Options, Trading, Hedge Funds, Financial Markets, Finance, Business Strategy, New Business Development, Analysis, Strategic Planning, Management, Research Design, Quantitative Research, Investments, Financial Services, Asset Management, Statistical Data...
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Strategy, Economics, International Business
University of Vermont 2002 — 2006
College of Arts and Sciences, Economics, Political Science
Brookline High School 1998 — 2002
Laura Mogilner Laura Mogilner's Charles Schwab Experience 2003 - 2006
Job Chief of Staff Office, Strategic Planning at Pacific Gas and Electric Company
Industry Renewables & Environment
Experience
Pacific Gas and Electric Company April 2015 - Present
Pacific Gas and Electric Company January 2014 - March 2015
Clean Power Finance June 2009 - June 2013
Google June 2007 - August 2007
Charles Schwab 2003 - 2006
Metamarkets March 2000 - September 2001
Skills
Program Management, Product Management, Analytics, Project Management, Strategic Partnerships, Enterprise Software, Financial Modeling, Product Strategies, Product Marketing, Training, Cross-functional Team..., Communication, Financial Services, Solar Energy, Energy Efficiency, Cleantech
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
University of Illinois
B.S.
Pacific Gas and Electric Company April 2015 - Present
Pacific Gas and Electric Company January 2014 - March 2015
Clean Power Finance June 2009 - June 2013
Google June 2007 - August 2007
Charles Schwab 2003 - 2006
Metamarkets March 2000 - September 2001
Skills
Program Management, Product Management, Analytics, Project Management, Strategic Partnerships, Enterprise Software, Financial Modeling, Product Strategies, Product Marketing, Training, Cross-functional Team..., Communication, Financial Services, Solar Energy, Energy Efficiency, Cleantech
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
University of Illinois
B.S.
Jaysen Mercer Jaysen Mercer's Charles Schwab Experience June 2014 - Present
Job Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
None Too Fragile February 2012 - Present
SS&G October 2012 - June 2014
SS&G November 2007 - October 2012
Charles Schwab May 2002 - November 2007
Skills
Tax Accounting, ProSystem fx Tax, Tax Research, Corporate Tax, Tax Preparation, CPA, Retirement Plan..., Qualified Retirement..., Retirement Planning, Project Management, Marketing, Form 5500, ERISA, QPA, QKA, Financial Planners, Pensions, Preparation, Tax Returns, Finance, Tax, Accounting
Education
University of Akron School of Law 2015 — 2019
Doctor of Law (JD), Law
The University of Akron 1993 — 1998
Bachelor of Science (B.S.), Accounting
Charles Schwab June 2014 - Present
None Too Fragile February 2012 - Present
SS&G October 2012 - June 2014
SS&G November 2007 - October 2012
Charles Schwab May 2002 - November 2007
Skills
Tax Accounting, ProSystem fx Tax, Tax Research, Corporate Tax, Tax Preparation, CPA, Retirement Plan..., Qualified Retirement..., Retirement Planning, Project Management, Marketing, Form 5500, ERISA, QPA, QKA, Financial Planners, Pensions, Preparation, Tax Returns, Finance, Tax, Accounting
Education
University of Akron School of Law 2015 — 2019
Doctor of Law (JD), Law
The University of Akron 1993 — 1998
Bachelor of Science (B.S.), Accounting
Ed Uyeshima Ed Uyeshima's Charles Schwab Experience April 1993 - May 1994
Job Senior Digital Strategy Leader Clearing the Path Toward Total Customer Engagement
Industry Financial Services
Experience
RS Investments October 2012 - Present
SVB Financial Group November 2011 - September 2012
BlackRock November 2008 - November 2011
Uyeshima Consulting LLC May 2003 - October 2008
Charles Schwab (Schwab Institutional) June 2000 - May 2003
Charles Schwab (Schwab Institutional) September 1997 - June 2000
Charles Schwab (Schwab Institutional) May 1994 - September 1997
Charles Schwab April 1993 - May 1994
Charles Schwab December 1991 - April 1993
Skills
Digital Strategy, Product Management, Product Marketing, People Management, Talent Acquisition, Developing Talent, Financial Advisor..., Strategy Development, Presentation Development, Strategic Communications, Vendor Management, Client Communication, Client Engagement, Channel Management, Channel Marketing, Social Media, Marketing Operations, Mobile Strategy, Business Planning, Strategic Planning, Trend Analysis, Multi-channel Marketing, Creative Writer, Creativity, Digital Communication..., Strategy, Customer Engagement, Product Development, Management, Digital Marketing, Market Research, Marketing Strategy, Channel Partners, Online Marketing, Cross-functional Team..., Business Development, Mobile Devices, Program Management, Project Management, Marketing, Leadership, Investments, B2B, Process Improvement, Analysis, Business Strategy, Budgets, Portfolio Management, Segmentation, Start-ups
Education
The University of Chicago - Booth School of Business
MBA, Finance, Marketing, Statistics
University of California, Berkeley
BA, Political Economics, Mass Communications
RS Investments October 2012 - Present
SVB Financial Group November 2011 - September 2012
BlackRock November 2008 - November 2011
Uyeshima Consulting LLC May 2003 - October 2008
Charles Schwab (Schwab Institutional) June 2000 - May 2003
Charles Schwab (Schwab Institutional) September 1997 - June 2000
Charles Schwab (Schwab Institutional) May 1994 - September 1997
Charles Schwab April 1993 - May 1994
Charles Schwab December 1991 - April 1993
Skills
Digital Strategy, Product Management, Product Marketing, People Management, Talent Acquisition, Developing Talent, Financial Advisor..., Strategy Development, Presentation Development, Strategic Communications, Vendor Management, Client Communication, Client Engagement, Channel Management, Channel Marketing, Social Media, Marketing Operations, Mobile Strategy, Business Planning, Strategic Planning, Trend Analysis, Multi-channel Marketing, Creative Writer, Creativity, Digital Communication..., Strategy, Customer Engagement, Product Development, Management, Digital Marketing, Market Research, Marketing Strategy, Channel Partners, Online Marketing, Cross-functional Team..., Business Development, Mobile Devices, Program Management, Project Management, Marketing, Leadership, Investments, B2B, Process Improvement, Analysis, Business Strategy, Budgets, Portfolio Management, Segmentation, Start-ups
Education
The University of Chicago - Booth School of Business
MBA, Finance, Marketing, Statistics
University of California, Berkeley
BA, Political Economics, Mass Communications
Joseph Steiger Joseph Steiger's Charles Schwab Experience 1996 - 2002
Job Field Service at US Census Dept
Industry Financial Services
Experience
US Census Dept March 2015 - Present
UnitedHealth Care September 2013 - Present
IRS VITA November 2004 - Present
Steiger and Steiger Financial Services November 2005 - Present
Charles Schwab 1996 - 2002
American Express Financial Advisors Inc January 1995 - November 1995
American First Mortgage February 1990 - October 1994
Skills
Finance, Health Insurance, Managerial Finance, Medicare, Personal Finance, Security, Tax Preparation, Financial Modeling, Insurance, Financial Reporting, Office Management, Accounting, Property & Casualty..., Process Improvement, Forecasting, Volunteer Management
Education
The Ohio State University
Bachelor's degree, Finance, General
US Census Dept March 2015 - Present
UnitedHealth Care September 2013 - Present
IRS VITA November 2004 - Present
Steiger and Steiger Financial Services November 2005 - Present
Charles Schwab 1996 - 2002
American Express Financial Advisors Inc January 1995 - November 1995
American First Mortgage February 1990 - October 1994
Skills
Finance, Health Insurance, Managerial Finance, Medicare, Personal Finance, Security, Tax Preparation, Financial Modeling, Insurance, Financial Reporting, Office Management, Accounting, Property & Casualty..., Process Improvement, Forecasting, Volunteer Management
Education
The Ohio State University
Bachelor's degree, Finance, General
Greg Cella Greg Cella's Charles Schwab Experience June 2012 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Education
The Ohio State University
San Mateo High School
Charles Schwab June 2012 - Present
Education
The Ohio State University
San Mateo High School
Ray Nicholson Ray Nicholson's Charles Schwab Experience 2006 - 2007
Job Project Director Employer Outreach at Arizona Career Pathways
Industry Human Resources
Experience
Arizona Career Pathways October 2014 - Present
Valley Interfaith Project Education Fund June 2014 - Present
Valley Interfaith Project May 2011 - Present
Leadership Transitions Solutions, LLC November 2011 - November 2013
Matrix Absence Management May 2010 - June 2011
Orthotic Specialists, Inc. 2008 - 2009
Charles Schwab 2006 - 2007
Voluntary Plan Administrators of California (VPA) 2004 - 2006
Rehabilitation & Evaluation Services, Inc. 2002 - 2004
The Boeing Company 1996 - 2001
Skills
Human Resources, Interviews, FMLA, Workers Compensation, Coaching, Employee Benefits, Program Management, Leadership, Organizational..., Benefits Administration, Management, Career Development, Leadership Development, Training, Employee Relations, Strategy, Strategic Planning, Nonprofits
Education
Valley of the Sun United Way 2015 — 2015
Financial Coaching Certificate, Personal Financial Coaching
American Jewish University, Los Angeles, CA 2013 — 2013
Organizational Leadership
Disability Management Commission 1997 — 2007
CDMS, Certified Disability Management Specialist
University of Washington 1991 — 1992
Graduate studies, Disability Management
The University of British Columbia 1977 — 1980
BA, Liberal Arts/Psychology
Arizona Career Pathways October 2014 - Present
Valley Interfaith Project Education Fund June 2014 - Present
Valley Interfaith Project May 2011 - Present
Leadership Transitions Solutions, LLC November 2011 - November 2013
Matrix Absence Management May 2010 - June 2011
Orthotic Specialists, Inc. 2008 - 2009
Charles Schwab 2006 - 2007
Voluntary Plan Administrators of California (VPA) 2004 - 2006
Rehabilitation & Evaluation Services, Inc. 2002 - 2004
The Boeing Company 1996 - 2001
Skills
Human Resources, Interviews, FMLA, Workers Compensation, Coaching, Employee Benefits, Program Management, Leadership, Organizational..., Benefits Administration, Management, Career Development, Leadership Development, Training, Employee Relations, Strategy, Strategic Planning, Nonprofits
Education
Valley of the Sun United Way 2015 — 2015
Financial Coaching Certificate, Personal Financial Coaching
American Jewish University, Los Angeles, CA 2013 — 2013
Organizational Leadership
Disability Management Commission 1997 — 2007
CDMS, Certified Disability Management Specialist
University of Washington 1991 — 1992
Graduate studies, Disability Management
The University of British Columbia 1977 — 1980
BA, Liberal Arts/Psychology
Jennifer Heyman Jennifer Heyman's Charles Schwab Experience June 2008 - January 2009
Job VP, Social Media Team at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo November 2009 - March 2012
Organic February 2009 - May 2009
Charles Schwab June 2008 - January 2009
Oracle March 2008 - May 2008
Carrollco Marketing 2005 - 2008
Houghton Mifflin March 2006 - June 2007
Charles Schwab November 1996 - January 2006
Skills
Internet Product..., Client Acquisition, Integrated Marketing, Product Management, Project Management, Social Media, Customer Acquisition, Community Management, Social Media Marketing, Marketing Communications, Event Management, Advertising Agency, Financial Analysis, Sports Marketing, Knitting, Digital Strategy, Strategy, Lead Generation, Marketing, Market Research, Product Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Leadership, Web Analytics, Management, Advertising, Analytics
Education
The University of Chicago - Booth School of Business 1991 — 1994
MBA
University of Melbourne - Melbourne Business School
MBA
University of Michigan
BA
High School
Wells Fargo January 2015 - Present
Wells Fargo November 2012 - December 2014
Wells Fargo November 2009 - March 2012
Organic February 2009 - May 2009
Charles Schwab June 2008 - January 2009
Oracle March 2008 - May 2008
Carrollco Marketing 2005 - 2008
Houghton Mifflin March 2006 - June 2007
Charles Schwab November 1996 - January 2006
Skills
Internet Product..., Client Acquisition, Integrated Marketing, Product Management, Project Management, Social Media, Customer Acquisition, Community Management, Social Media Marketing, Marketing Communications, Event Management, Advertising Agency, Financial Analysis, Sports Marketing, Knitting, Digital Strategy, Strategy, Lead Generation, Marketing, Market Research, Product Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Leadership, Web Analytics, Management, Advertising, Analytics
Education
The University of Chicago - Booth School of Business 1991 — 1994
MBA
University of Melbourne - Melbourne Business School
MBA
University of Michigan
BA
High School
Kenneth Jennings's Charles Schwab Experience January 2000 - April 2015
Job Regional Brokerage Consultant
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Charles Schwab January 2000 - April 2015
Education
University of Colorado at Denver 2004 — 2005
Master's degree, Finance
The Ohio State University 1996 — 1999
Family Financial Management, Family Financial Management
Fidelity Investments April 2015 - Present
Charles Schwab January 2000 - April 2015
Education
University of Colorado at Denver 2004 — 2005
Master's degree, Finance
The Ohio State University 1996 — 1999
Family Financial Management, Family Financial Management
F. Phillip Bruno's Charles Schwab Experience July 2010 - February 2011
Job Digital Creative Director
Industry Marketing and Advertising
Experience
Epsilon February 2012 - Present
Walgreens Co. February 2011 - February 2012
Charles Schwab July 2010 - February 2011
Sears Holdings Corporation November 2009 - June 2010
Maurice Sporting Goods June 2003 - November 2009
Maurice Sporting Goods June 2003 - January 2008
Education
University of Miami 1999 — 2003
BA, Graphic Design, Film Production, Film Business
The Ohio State University
Epsilon February 2012 - Present
Walgreens Co. February 2011 - February 2012
Charles Schwab July 2010 - February 2011
Sears Holdings Corporation November 2009 - June 2010
Maurice Sporting Goods June 2003 - November 2009
Maurice Sporting Goods June 2003 - January 2008
Education
University of Miami 1999 — 2003
BA, Graphic Design, Film Production, Film Business
The Ohio State University
Matthew Shahani Matthew Shahani's Charles Schwab Experience October 2014 - May 2015
Job Financial Analyst at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson October 2015 - Present
Charles Schwab October 2014 - May 2015
Aqua Cars & Finance May 2013 - July 2013
RG Dialani Insurance Services May 2012 - August 2012
Tectron International May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, StatTools
Education
The Ohio State University 2012 — 2014
Bachelor's Degree, Business Administration: Finance - Investment Management
Johnson & Johnson October 2015 - Present
Charles Schwab October 2014 - May 2015
Aqua Cars & Finance May 2013 - July 2013
RG Dialani Insurance Services May 2012 - August 2012
Tectron International May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, StatTools
Education
The Ohio State University 2012 — 2014
Bachelor's Degree, Business Administration: Finance - Investment Management
Scott Rister Scott Rister's Charles Schwab Experience January 2008 - November 2012
Job V.P. & General Manager, Schwab Compliance Solutions at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. October 2012 - Present
Charles Schwab January 2008 - November 2012
Charles Schwab April 2005 - January 2008
Charles Schwab April 2003 - April 2005
Charles Schwab June 1999 - April 2003
Range Resources 1996 - 1999
Rubbermaid Home Products 1994 - 1996
Ernst & Young 1990 - 1994
Education
The University of Akron 1988 — 1990
B.S., Accounting
The Ohio State University 1983 — 1985
Engineering
Margaretta High School
Charles Schwab & Co. October 2012 - Present
Charles Schwab January 2008 - November 2012
Charles Schwab April 2005 - January 2008
Charles Schwab April 2003 - April 2005
Charles Schwab June 1999 - April 2003
Range Resources 1996 - 1999
Rubbermaid Home Products 1994 - 1996
Ernst & Young 1990 - 1994
Education
The University of Akron 1988 — 1990
B.S., Accounting
The Ohio State University 1983 — 1985
Engineering
Margaretta High School
Davor Hrboka Davor Hrboka's Charles Schwab Experience January 2003 - October 2003
Job IT Apps Programmer Lead at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance October 2003 - Present
Charles Schwab January 2003 - October 2003
NeoCom, Inc. April 2002 - January 2003
EmployOn, Inc. November 2000 - April 2002
Gooey Industries July 2000 - November 2000
Dealers Group, LTD April 1999 - July 2000
Progressive Insurance April 1998 - April 1999
Insurance Data Processing, Inc March 1996 - April 1998
Insurance Automation Systems, Inc June 1986 - March 1996
Skills
Program Management, Programming, Web Development, C++, C#, Visual Basic, Visual Studio, Pascal, Delphi, SQL, SQL database design, SQL Server, Microsoft Office, Flow Charts, Microsoft SQL Server, IIS, Databases, TFS, Agile Methodologies, JavaScript, ASP, XML, .NET, HTML, VBScript, T-SQL, VB.NET, ASP.NET, WCF
Education
The University of Akron 1986 — 1986
Certificate of Completion, C Course
Willoughby-Eastlake Technical Center 1985 — 1986
Vocational Certificate - Data Processing, Data Processing
Progressive Insurance October 2003 - Present
Charles Schwab January 2003 - October 2003
NeoCom, Inc. April 2002 - January 2003
EmployOn, Inc. November 2000 - April 2002
Gooey Industries July 2000 - November 2000
Dealers Group, LTD April 1999 - July 2000
Progressive Insurance April 1998 - April 1999
Insurance Data Processing, Inc March 1996 - April 1998
Insurance Automation Systems, Inc June 1986 - March 1996
Skills
Program Management, Programming, Web Development, C++, C#, Visual Basic, Visual Studio, Pascal, Delphi, SQL, SQL database design, SQL Server, Microsoft Office, Flow Charts, Microsoft SQL Server, IIS, Databases, TFS, Agile Methodologies, JavaScript, ASP, XML, .NET, HTML, VBScript, T-SQL, VB.NET, ASP.NET, WCF
Education
The University of Akron 1986 — 1986
Certificate of Completion, C Course
Willoughby-Eastlake Technical Center 1985 — 1986
Vocational Certificate - Data Processing, Data Processing
Marcus Bishop's Charles Schwab Experience April 1997 - June 1998
Job Vice President Product Management at FICO
Industry Computer Software
Experience
FICO May 2000 - Present
Accenture July 1998 - February 2000
Charles Schwab April 1997 - June 1998
Safeway October 1995 - March 1997
GE Capital July 1990 - September 1995
Skills
Analytics, Strategy Development, Business Planning, Budgeting, Product Management, P&L Management, Partnership Development, Contract Negotiation, Financial Analysis, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA, Finance
The Ohio State University 1986 — 1990
Bachelor of Science, Finance and Economics
FICO May 2000 - Present
Accenture July 1998 - February 2000
Charles Schwab April 1997 - June 1998
Safeway October 1995 - March 1997
GE Capital July 1990 - September 1995
Skills
Analytics, Strategy Development, Business Planning, Budgeting, Product Management, P&L Management, Partnership Development, Contract Negotiation, Financial Analysis, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA, Finance
The Ohio State University 1986 — 1990
Bachelor of Science, Finance and Economics
Brian Six Brian Six's Charles Schwab Experience January 2012 - June 2014
Job Actuarial Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson July 2014 - Present
Charles Schwab January 2012 - June 2014
Skills
Actuarial Science, Pensions, Defined Benefit, ALM, Retirement, VBA, SAS, Financial Risk, Life Insurance, Insurance, Enterprise Risk..., Fixed Annuities, Defined Contribution
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Actuarial Science
Towers Watson July 2014 - Present
Charles Schwab January 2012 - June 2014
Skills
Actuarial Science, Pensions, Defined Benefit, ALM, Retirement, VBA, SAS, Financial Risk, Life Insurance, Insurance, Enterprise Risk..., Fixed Annuities, Defined Contribution
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Actuarial Science
John Adzema, QPA, QKA, TGPC, AIF® John Adzema, QPA, QKA, TGPC, AIF®'s Charles Schwab Experience January 1995 - January 2005
Job Regional Sales Director, Midwest at CBIZ
Industry Financial Services
Experience
CBIZ June 2014 - Present
Tegrit Group May 2012 - May 2014
Summit Retirement Plan Services, Inc. January 2010 - April 2012
Summit Retirement Plan Services, Inc. September 2008 - December 2009
Summit Retirement Plan Services, Inc. August 2005 - August 2008
Charles Schwab January 1995 - January 2005
Famous Enterprises May 1990 - January 1995
KPMG July 1988 - May 1990
Skills
New Business Development, ERISA, Employee Benefits, 401k, Pensions, Plan Design, Executive Compensation, Executive Pay, Retirement Planning, Retirement, Business Planning, Retirement Plan..., Investments, Mutual Funds, Financial Services, Defined Benefit, Finance, Management, Financial Planning, Financial Analysis, Sales
Education
The University of Akron 1983 — 1988
B.S., Accounting
Solon High School 1979 — 1983
College Prep
CBIZ June 2014 - Present
Tegrit Group May 2012 - May 2014
Summit Retirement Plan Services, Inc. January 2010 - April 2012
Summit Retirement Plan Services, Inc. September 2008 - December 2009
Summit Retirement Plan Services, Inc. August 2005 - August 2008
Charles Schwab January 1995 - January 2005
Famous Enterprises May 1990 - January 1995
KPMG July 1988 - May 1990
Skills
New Business Development, ERISA, Employee Benefits, 401k, Pensions, Plan Design, Executive Compensation, Executive Pay, Retirement Planning, Retirement, Business Planning, Retirement Plan..., Investments, Mutual Funds, Financial Services, Defined Benefit, Finance, Management, Financial Planning, Financial Analysis, Sales
Education
The University of Akron 1983 — 1988
B.S., Accounting
Solon High School 1979 — 1983
College Prep
Carson Carlisle Carson Carlisle's Charles Schwab Experience November 2013 - Present
Job Independent Contractor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Wells Fargo July 2012 - November 2013
Charles Schwab August 2010 - March 2012
Wells Fargo February 2009 - August 2010
Skills
Teradata, SAS, SAS programming, Database Marketing, Analytics, Data Mining
Education
The Ohio State University
MS, Mathematics
The University of the South
BA, Mathematics
Charles Schwab November 2013 - Present
Wells Fargo July 2012 - November 2013
Charles Schwab August 2010 - March 2012
Wells Fargo February 2009 - August 2010
Skills
Teradata, SAS, SAS programming, Database Marketing, Analytics, Data Mining
Education
The Ohio State University
MS, Mathematics
The University of the South
BA, Mathematics
Cynthia Landrebe Cynthia Landrebe's Charles Schwab Experience December 2011 - Present
Job Senior Manager Options Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
The University of Chicago 1999 — 2003
BA
Charles Schwab December 2011 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
MBA
The University of Chicago 1999 — 2003
BA
Jeffrey M. Mastrianna MBA, CFP®, Jeffrey M. Mastrianna MBA, CFP®,'s Charles Schwab Experience June 2010 - Present
Job Vice President Financial Consultant Charles Schwab & Co.
Industry Investment Management
Experience
Charles Schwab June 2010 - Present
JP Morgan Chase Private Client June 2009 - May 2010
Fidelity Investments January 2007 - June 2009
Fidelity Investments February 1994 - December 2006
Fidelity Investments August 1989 - February 1994
David Lerner and Associates June 1988 - January 1989
Advest, Inc 1989 - 1989
Merrill Lynch Equity Management 1985 - 1986
Education
The University of Connecticut School of Business 1990 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1988
BS, Finance
Charles Schwab June 2010 - Present
JP Morgan Chase Private Client June 2009 - May 2010
Fidelity Investments January 2007 - June 2009
Fidelity Investments February 1994 - December 2006
Fidelity Investments August 1989 - February 1994
David Lerner and Associates June 1988 - January 1989
Advest, Inc 1989 - 1989
Merrill Lynch Equity Management 1985 - 1986
Education
The University of Connecticut School of Business 1990 — 2000
MBA, Finance
The University of Connecticut School of Business 1981 — 1988
BS, Finance
Joe Capela, QPA, QKA's Charles Schwab Experience October 1995 - March 2010
Job Senior Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group May 2013 - Present
Tegrit Group March 2010 - April 2013
Summit Retirement Plan Services, Inc. March 2010 - May 2012
Charles Schwab October 1995 - March 2010
Charles Schwab October 1995 - January 2002
Delphi March 1994 - December 1994
Skills
401k, Retirement, Relationship Management, Management, Leadership, Retirement Planning, Pensions, Employee Benefits, Defined Benefit, Building Relationships, Retirement Plan..., Series 7, Investments, Mutual Funds, Defined Contribution, Mergers, Qualified Retirement..., Mergers & Acquisitions, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Strengthening Client..., ERISA, CRM, Securities, Investment Management, Alternative Investments, Strategic Consulting
Education
The University of Akron 1991 — 1996
BA, Accounting
The Newport Group May 2013 - Present
Tegrit Group March 2010 - April 2013
Summit Retirement Plan Services, Inc. March 2010 - May 2012
Charles Schwab October 1995 - March 2010
Charles Schwab October 1995 - January 2002
Delphi March 1994 - December 1994
Skills
401k, Retirement, Relationship Management, Management, Leadership, Retirement Planning, Pensions, Employee Benefits, Defined Benefit, Building Relationships, Retirement Plan..., Series 7, Investments, Mutual Funds, Defined Contribution, Mergers, Qualified Retirement..., Mergers & Acquisitions, Financial Services, Asset Allocation, Investment Advisory, Wealth Management, Investment Strategies, Strengthening Client..., ERISA, CRM, Securities, Investment Management, Alternative Investments, Strategic Consulting
Education
The University of Akron 1991 — 1996
BA, Accounting
Brice Williams, CFA Brice Williams, CFA's Charles Schwab Experience August 1995 - March 2001
Job Vice President, Financial Advisor at Plan Strategies, Inc.
Industry Financial Services
Experience
Plan Strategies, Inc. June 2012 - Present
Lincoln Trust Company March 2008 - Present
Lincoln Trust Company February 2004 - March 2008
Crestone Capital Advisors March 2001 - August 2003
Charles Schwab August 1995 - March 2001
Skills
Broker Dealer Compliance, Financial Analysis, Trading, Retirement Planning, Finance, Mutual Funds, Securities, Management, Risk Management, Investments, Process Improvement, Wealth Management, Series 7
Education
The University of Georgia 1990 — 1995
BBA, International Business
Plan Strategies, Inc. June 2012 - Present
Lincoln Trust Company March 2008 - Present
Lincoln Trust Company February 2004 - March 2008
Crestone Capital Advisors March 2001 - August 2003
Charles Schwab August 1995 - March 2001
Skills
Broker Dealer Compliance, Financial Analysis, Trading, Retirement Planning, Finance, Mutual Funds, Securities, Management, Risk Management, Investments, Process Improvement, Wealth Management, Series 7
Education
The University of Georgia 1990 — 1995
BBA, International Business
Doug Kilchenman Doug Kilchenman's Charles Schwab Experience December 1992 - May 2013
Job Senior Pastor at Bible Baptist Church of Dover
Industry Religious Institutions
Experience
Bible Baptist Church of Dover June 2013 - Present
Charles Schwab December 1992 - May 2013
Skills
Asset Allocation, Asset Management, Building Relationships, Church Events, Coaching, Employee Benefits, Equities, Financial Services, Investment Strategies, Investments, Leadership, Leadership Development, Management, Mutual Funds, Pensions, Process Improvement, Process Management, Qualified Retirement..., Relationship Management, Retirement, Retirement Plan..., 401k, Retirement Planning, Securities, Series 63, Series 7, Strategic Planning, Teaching, Team Building, Team Leadership
Education
Jackson Bible Institute & School of Ministry 2003 — 2006
Graduate, Biblical Studies
The University of Akron 1988 — 1992
Bachelor of Science (BS), Accounting
New Philadelphia High School 1985 — 1988
Bible Baptist Church of Dover June 2013 - Present
Charles Schwab December 1992 - May 2013
Skills
Asset Allocation, Asset Management, Building Relationships, Church Events, Coaching, Employee Benefits, Equities, Financial Services, Investment Strategies, Investments, Leadership, Leadership Development, Management, Mutual Funds, Pensions, Process Improvement, Process Management, Qualified Retirement..., Relationship Management, Retirement, Retirement Plan..., 401k, Retirement Planning, Securities, Series 63, Series 7, Strategic Planning, Teaching, Team Building, Team Leadership
Education
Jackson Bible Institute & School of Ministry 2003 — 2006
Graduate, Biblical Studies
The University of Akron 1988 — 1992
Bachelor of Science (BS), Accounting
New Philadelphia High School 1985 — 1988
Cora Steginsky Cora Steginsky's Charles Schwab Experience 2009 - 2012
Job Partner, RK Associates Business and M&A Advisors
Industry Management Consulting
Experience
RK Associates Business and M&A Advisors July 2012 - Present
Charles Schwab 2009 - 2012
Battelle January 2000 - August 2008
Battelle UK Ltd 2001 - 2008
Battelle 1988 - 1999
The Ohio State University 1985 - 1988
The Ohio State University 1983 - 1985
University of the Philippines 1975 - 1978
Skills
Commercialization, Biotechnology, R&D, Genomics, Licensing, Chemistry, Mergers & Acquisitions, Lifesciences, Market Development, Start-ups, Product Development, Technology Evaluation, Strategic Planning, Strategy, Business Strategy, Patents, Due Diligence, Venture Capital, Business Development, Management, Marketing Strategy, Entrepreneurship, Strategic Partnerships, Cross-functional Team..., Science, Product Management, Competitive Analysis, Program Management, Business Planning, Management Consulting, Intellectual Property
Education
The Ohio State University 1978 — 1983
Ph.D., Biochemistry
University of the Philippines 1971 — 1975
B.S., Chemistry
RK Associates Business and M&A Advisors July 2012 - Present
Charles Schwab 2009 - 2012
Battelle January 2000 - August 2008
Battelle UK Ltd 2001 - 2008
Battelle 1988 - 1999
The Ohio State University 1985 - 1988
The Ohio State University 1983 - 1985
University of the Philippines 1975 - 1978
Skills
Commercialization, Biotechnology, R&D, Genomics, Licensing, Chemistry, Mergers & Acquisitions, Lifesciences, Market Development, Start-ups, Product Development, Technology Evaluation, Strategic Planning, Strategy, Business Strategy, Patents, Due Diligence, Venture Capital, Business Development, Management, Marketing Strategy, Entrepreneurship, Strategic Partnerships, Cross-functional Team..., Science, Product Management, Competitive Analysis, Program Management, Business Planning, Management Consulting, Intellectual Property
Education
The Ohio State University 1978 — 1983
Ph.D., Biochemistry
University of the Philippines 1971 — 1975
B.S., Chemistry
Doris Lederer Doris Lederer's Charles Schwab Experience 1992 - 1997
Job The Mailbox Doctor
Industry Building Materials
Experience
The Mailbox Doctor/Commercial Mailboxes of AZ July 2005 - Present
Lederer Investments, Inc. 1998 - 2005
Charles Schwab 1992 - 1997
Kidder Peabody & Salomon Brothers 1982 - 1989
University of Delaware 1979 - 1982
Education
University of Delaware 1974 — 1979
Ph.D., Educational Psychology
The Ohio State University 1969 — 1973
BA, BS, Psychology & Education
The Mailbox Doctor/Commercial Mailboxes of AZ July 2005 - Present
Lederer Investments, Inc. 1998 - 2005
Charles Schwab 1992 - 1997
Kidder Peabody & Salomon Brothers 1982 - 1989
University of Delaware 1979 - 1982
Education
University of Delaware 1974 — 1979
Ph.D., Educational Psychology
The Ohio State University 1969 — 1973
BA, BS, Psychology & Education
Morgan McKay Morgan McKay's Charles Schwab Experience January 1996 - Present
Job Client Services Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1996 - Present
Skills
Mutual Funds, 401k, Retirement, Pensions, Relationship Management, Wealth Management, Retirement Plan...
Education
The University of Akron 1993 — 1995
Bachelor's degree, Accounting
Charles Schwab January 1996 - Present
Skills
Mutual Funds, 401k, Retirement, Pensions, Relationship Management, Wealth Management, Retirement Plan...
Education
The University of Akron 1993 — 1995
Bachelor's degree, Accounting
Anthony Tremonto, CFM Anthony Tremonto, CFM's Charles Schwab Experience April 2000 - January 2007
Job Owner, Studio ADT
Industry Arts and Crafts
Experience
Studio ADT September 1999 - Present
Safeway October 2007 - April 2009
GoDaddy.com February 2007 - August 2007
Charles Schwab April 2000 - January 2007
Maricopa County October 1998 - March 2000
Carson Design Associates September 1997 - September 1998
Household International September 1987 - June 1996
Skills
Retail, Property Management, Construction Management, Construction, Designers, Picture Frames, Mirrors, Art, Fine Art, Art Direction, Space Planing, AutoCAD, Budgets, Contract Negotiation, Customer Service, Space planning, Marketing, Furnishings, Management, Interior Design, Flooring, Project Management, Sustainability, Business Development, Project Planning, New Business Development, Contractors, Renovation, Space-planning, Purchasing, Project Coordination, Facilities Management, Operations Management, Interior Architecture, Asset Managment, Real Estate Development, Negotiation, Real Estate, Customer Satisfaction, Residential Homes, Photography, Drawing, Furniture, Problem Solving, Microsoft Office, Architecture, Small Business, Design Research, Strategic Planning, Social Media Marketing
Education
The School of the Art Institute of Chicago 1984 — 1988
BFA, Interior Architecture
Triton-College 1980 — 1984
AAS, Architectural Technology
Studio ADT September 1999 - Present
Safeway October 2007 - April 2009
GoDaddy.com February 2007 - August 2007
Charles Schwab April 2000 - January 2007
Maricopa County October 1998 - March 2000
Carson Design Associates September 1997 - September 1998
Household International September 1987 - June 1996
Skills
Retail, Property Management, Construction Management, Construction, Designers, Picture Frames, Mirrors, Art, Fine Art, Art Direction, Space Planing, AutoCAD, Budgets, Contract Negotiation, Customer Service, Space planning, Marketing, Furnishings, Management, Interior Design, Flooring, Project Management, Sustainability, Business Development, Project Planning, New Business Development, Contractors, Renovation, Space-planning, Purchasing, Project Coordination, Facilities Management, Operations Management, Interior Architecture, Asset Managment, Real Estate Development, Negotiation, Real Estate, Customer Satisfaction, Residential Homes, Photography, Drawing, Furniture, Problem Solving, Microsoft Office, Architecture, Small Business, Design Research, Strategic Planning, Social Media Marketing
Education
The School of the Art Institute of Chicago 1984 — 1988
BFA, Interior Architecture
Triton-College 1980 — 1984
AAS, Architectural Technology
Ryan Pittinger, MBA, QKA, TGPC Ryan Pittinger, MBA, QKA, TGPC's Charles Schwab Experience April 2004 - April 2013
Job Director, Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Transamerica Retirement Solutions May 2015 - Present
CBIZ April 2013 - May 2015
Charles Schwab April 2004 - April 2013
Skills
Management, Customer Satisfaction, Accounting, Business Process, Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Process Improvement, Time Management, Team Building, Financial Analysis, Employee Benefits, Analysis, Retirement Plan..., Retirement Planning, Leadership, 401k, Retirement, Investments, Financial Services, Mutual Funds
Education
The University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1999 — 2004
Accounting, Business
Jackson High School 1996 — 1999
College/University Preparatory and Advanced High School/Secondary Diploma Program
Russell Willis Russell Willis's Charles Schwab Experience October 2012 - March 2013
Job Analyst, Technical Expert, Support and Conflict Resolution Specialist, Process and Operation Expert, Leader, and Trainer
Industry Investment Management
Experience
Charles Schwab October 2012 - March 2013
American Funds January 2006 - June 2011
Cox Communications May 2005 - November 2005
American Express January 2005 - April 2005
American Express February 2004 - July 2004
Charles Schwab February 2000 - December 2002
Cardinal Health August 1999 - December 1999
AirTouch Cellular (now Verizon Wireless) August 1997 - May 1999
Simplex Time Recorder December 1996 - May 1997
WinBook Computer Corporation September 1993 - July 1996
Skills
Leadership, Training, Customer Satisfaction, Microsoft Word, Analysis, PowerPoint, Lotus Notes, Public Speaking, 401k, Finance, Insurance, Oral & Written..., Conflict Resolution, Close Attention to..., Quality Assurance, Risk Management, Account Reconciliation, Technical Support, Customer Service, Escalation Resolution, Troubleshooting, Mentoring, Research, Document Review, Document Drafting, Collaboration, Presentations, Multi Tasking, Project Management, Business Operations, Process Improvement, Supervision, Hiring Personnel, Performance Reviews, Microsoft PowerPoint, Microsoft Excel, Mutual Funds, IRAs, Simple IRA, 529 Plans, 403 b, Retirement Planning, Estate Planning, Internet Explorer, Turbo Tax, Sales, Marketing, Apple Safari, Apple Pages, Apple Numbers
Education
The Ohio State University
Bachelor of Science (B.S.), Psychology
Charles Schwab October 2012 - March 2013
American Funds January 2006 - June 2011
Cox Communications May 2005 - November 2005
American Express January 2005 - April 2005
American Express February 2004 - July 2004
Charles Schwab February 2000 - December 2002
Cardinal Health August 1999 - December 1999
AirTouch Cellular (now Verizon Wireless) August 1997 - May 1999
Simplex Time Recorder December 1996 - May 1997
WinBook Computer Corporation September 1993 - July 1996
Skills
Leadership, Training, Customer Satisfaction, Microsoft Word, Analysis, PowerPoint, Lotus Notes, Public Speaking, 401k, Finance, Insurance, Oral & Written..., Conflict Resolution, Close Attention to..., Quality Assurance, Risk Management, Account Reconciliation, Technical Support, Customer Service, Escalation Resolution, Troubleshooting, Mentoring, Research, Document Review, Document Drafting, Collaboration, Presentations, Multi Tasking, Project Management, Business Operations, Process Improvement, Supervision, Hiring Personnel, Performance Reviews, Microsoft PowerPoint, Microsoft Excel, Mutual Funds, IRAs, Simple IRA, 529 Plans, 403 b, Retirement Planning, Estate Planning, Internet Explorer, Turbo Tax, Sales, Marketing, Apple Safari, Apple Pages, Apple Numbers
Education
The Ohio State University
Bachelor of Science (B.S.), Psychology
Douglas Brunswick Douglas Brunswick's Charles Schwab Experience January 2000 - June 2008
Job Project Manager/Scrum Master at Southwest Airlines
Industry Information Technology and Services
Experience
Southwest Airlines May 2015 - Present
AT&T March 2014 - April 2015
Fenway Group October 2011 - March 2014
American Airlines October 2011 - March 2014
Clark Consulting August 2008 - July 2011
Charles Schwab January 2000 - June 2008
Morgan Stanley January 1999 - January 2000
IBM Corporation October 1996 - January 1999
Skills
Agile Project Management, CRM, Business Process, Agile Methodologies, Microsoft Office, Integration, Projects, Change Management, Management, Banking, Strategy, Software Documentation, Requirements Gathering, Relationship Management, Customer Service, E-commerce, Situation Analysis, Databases, Business Analysis, Scrum, Vendor Management, MS Project, Software Project..., Program Management, Visio, SDLC, Process Improvement, Analysis, Business Process..., Cross-functional Team..., SharePoint, Team Leadership
Education
University of North Texas 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The Ohio State University Fisher College of Business 1990 — 1995
BSBA, Marketing
Southwest Airlines May 2015 - Present
AT&T March 2014 - April 2015
Fenway Group October 2011 - March 2014
American Airlines October 2011 - March 2014
Clark Consulting August 2008 - July 2011
Charles Schwab January 2000 - June 2008
Morgan Stanley January 1999 - January 2000
IBM Corporation October 1996 - January 1999
Skills
Agile Project Management, CRM, Business Process, Agile Methodologies, Microsoft Office, Integration, Projects, Change Management, Management, Banking, Strategy, Software Documentation, Requirements Gathering, Relationship Management, Customer Service, E-commerce, Situation Analysis, Databases, Business Analysis, Scrum, Vendor Management, MS Project, Software Project..., Program Management, Visio, SDLC, Process Improvement, Analysis, Business Process..., Cross-functional Team..., SharePoint, Team Leadership
Education
University of North Texas 2011 — 2014
Master of Business Administration (M.B.A.), Strategic Management
The Ohio State University Fisher College of Business 1990 — 1995
BSBA, Marketing
Scott Salamon Scott Salamon's Charles Schwab Experience January 2014 - Present
Job Senior Financial Analyst at Charles Schwab
Industry Accounting
Experience
Charles Schwab January 2014 - Present
Emerson Process Management March 2009 - July 2013
CTB/McGraw-Hill December 2007 - September 2008
Mee Memorial Hospital July 2006 - November 2007
ProEd Communications June 2005 - May 2006
The Babcock & Wilcox Company November 1998 - January 2005
Skills
Variance Analysis, Forecasting, Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, Cash Flow, Budgets, Financial Statements, Fixed Assets, Finance, Internal Audit, Invoicing, Management, Project Management, Sarbanes-Oxley Act, Tax, Business Planning, Cost Accounting
Education
The University of Akron 1986 — 1991
BS, Accounting
Ravenna High School 1983 — 1986
College Prep
Charles Schwab January 2014 - Present
Emerson Process Management March 2009 - July 2013
CTB/McGraw-Hill December 2007 - September 2008
Mee Memorial Hospital July 2006 - November 2007
ProEd Communications June 2005 - May 2006
The Babcock & Wilcox Company November 1998 - January 2005
Skills
Variance Analysis, Forecasting, Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, Cash Flow, Budgets, Financial Statements, Fixed Assets, Finance, Internal Audit, Invoicing, Management, Project Management, Sarbanes-Oxley Act, Tax, Business Planning, Cost Accounting
Education
The University of Akron 1986 — 1991
BS, Accounting
Ravenna High School 1983 — 1986
College Prep
Phil Dillard Phil Dillard's Charles Schwab Experience November 2008 - April 2011
Job Executive, Leader, Strategist, Educator & Advisor
Industry Computer Software
Experience
Black Ant January 2007 - Present
Mango Materials February 2012 - Present
Golden Gate University January 2011 - Present
Accomplice.IO January 2014 - August 2015
Green Cycle Wind Pacifica June 2011 - December 2011
Charles Schwab November 2008 - April 2011
Black Ant Sports Marketing January 2006 - January 2009
Diamond Management and Technology Consultants (a PWC Company) February 2005 - February 2008
Paradox Advisors (Strategy Consulting - Merged into Diamond) December 2003 - February 2005
The Arpac Group (Packaging Machinery Manufacturer) June 2001 - November 2003
Skills
Project Management, Strategic Planning, Business Strategy, Planning, Change Management, Mentoring, Analysis, Alliances, Fundraising, Project Planning, Business Alliances, Negotiations, Business Networking, Negotiation, Team Building, Competitive Analysis, Business Development, Sales, Management, Leadership, Entrepreneurship, Business Planning, Management Consulting, Start-ups, Business Process..., Training, Strategy, Analytics, Consulting, Marketing Strategy, Marketing, New Business Development, SaaS, Strategic Partnerships, Process Improvement
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance & Strategy
United States Naval Academy 1988 — 1992
BS, General Science
Black Ant January 2007 - Present
Mango Materials February 2012 - Present
Golden Gate University January 2011 - Present
Accomplice.IO January 2014 - August 2015
Green Cycle Wind Pacifica June 2011 - December 2011
Charles Schwab November 2008 - April 2011
Black Ant Sports Marketing January 2006 - January 2009
Diamond Management and Technology Consultants (a PWC Company) February 2005 - February 2008
Paradox Advisors (Strategy Consulting - Merged into Diamond) December 2003 - February 2005
The Arpac Group (Packaging Machinery Manufacturer) June 2001 - November 2003
Skills
Project Management, Strategic Planning, Business Strategy, Planning, Change Management, Mentoring, Analysis, Alliances, Fundraising, Project Planning, Business Alliances, Negotiations, Business Networking, Negotiation, Team Building, Competitive Analysis, Business Development, Sales, Management, Leadership, Entrepreneurship, Business Planning, Management Consulting, Start-ups, Business Process..., Training, Strategy, Analytics, Consulting, Marketing Strategy, Marketing, New Business Development, SaaS, Strategic Partnerships, Process Improvement
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance & Strategy
United States Naval Academy 1988 — 1992
BS, General Science
Emily Musal Emily Musal's Charles Schwab Experience June 2012 - August 2012
Job Treasury Analyst at Peoples Bank, Marietta, OH
Industry Banking
Experience
Peoples Bank July 2015 - Present
Peoples Bank May 2014 - August 2015
Peoples Bank June 2013 - May 2014
The Ohio State University September 2011 - May 2013
Charles Schwab June 2012 - August 2012
Skills
Highly personable, Customer Service, Finance, Statistics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Social Media, Time Management, Banking, Analysis, Training, Credit, Leadership, Management
Education
The Ohio State University 2009 — 2013
Bachelor's Degree, Actuarial Science
Peoples Bank July 2015 - Present
Peoples Bank May 2014 - August 2015
Peoples Bank June 2013 - May 2014
The Ohio State University September 2011 - May 2013
Charles Schwab June 2012 - August 2012
Skills
Highly personable, Customer Service, Finance, Statistics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Data Analysis, Social Media, Time Management, Banking, Analysis, Training, Credit, Leadership, Management
Education
The Ohio State University 2009 — 2013
Bachelor's Degree, Actuarial Science
Michael Leftwich, J.D. Michael Leftwich, J.D.'s Charles Schwab Experience April 2001 - May 2009
Job Associate Relations Principal at TheTimken Company
Industry Machinery
Experience
The Timken Company May 2011 - Present
Cuyahoga County May 2009 - May 2011
Charles Schwab April 2001 - May 2009
Skills
Employment Law, Legal Writing, Legal Research, Mediation, Civil Litigation, Courts, Westlaw, Criminal Law, Corporate Law, Legal Issues, Arbitration, Public Speaking, Research, Microsoft Office, Legal Compliance, HR Policies, Government
Education
The University of Akron 2002 — 2006
Juris Doctorate, Law
The University of Akron 1995 — 1999
Bachelor of Organizational Communication, Organizational Communication, General
The Timken Company May 2011 - Present
Cuyahoga County May 2009 - May 2011
Charles Schwab April 2001 - May 2009
Skills
Employment Law, Legal Writing, Legal Research, Mediation, Civil Litigation, Courts, Westlaw, Criminal Law, Corporate Law, Legal Issues, Arbitration, Public Speaking, Research, Microsoft Office, Legal Compliance, HR Policies, Government
Education
The University of Akron 2002 — 2006
Juris Doctorate, Law
The University of Akron 1995 — 1999
Bachelor of Organizational Communication, Organizational Communication, General
Lance Longwater Lance Longwater's Charles Schwab Experience September 2003 - November 2011
Job Private Financial Advisor at SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
SunTrust Investment Services November 2011 - Present
Charles Schwab September 2003 - November 2011
Fidelity Investments 1996 - 2002
Education
The University of Georgia 1992 — 1996
BS, Economics
Benedictine Military Academy 1989 — 1992
Kelly Esterle's Charles Schwab Experience November 2014 - Present
Job Service Implementation Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab December 2010 - November 2014
Charles Schwab May 1999 - December 2010
Skills
Project Management, Business Process, Process Improvement, Leadership, Financial Services, Analysis, Microsoft Office, Risk Management
Education
Winona State University 1990 — 1992
Bachelor of Science (B.S.), Elementary Education and Teaching
The University of Akron 1988 — 1990
Transferred to Winona State University, Elementary Education and Teaching
Charles Schwab November 2014 - Present
Charles Schwab December 2010 - November 2014
Charles Schwab May 1999 - December 2010
Skills
Project Management, Business Process, Process Improvement, Leadership, Financial Services, Analysis, Microsoft Office, Risk Management
Education
Winona State University 1990 — 1992
Bachelor of Science (B.S.), Elementary Education and Teaching
The University of Akron 1988 — 1990
Transferred to Winona State University, Elementary Education and Teaching
Evan Kurt Evan Kurt's Charles Schwab Experience September 2013 - Present
Job Senior Investment Consultant
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
The Ohio State University November 2010 - July 2013
Bellevue Manufacturing June 2011 - August 2011
J.H. Routh Packing June 2009 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Marketing, Team Leadership, Public Speaking, Leadership, Customer Service, Teamwork, Social Networking, Communication
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor of Science (BS), Business Marketing
Youngstown State University 2009 — 2010
Business Marketing
Margaretta High School
Charles Schwab September 2013 - Present
The Ohio State University November 2010 - July 2013
Bellevue Manufacturing June 2011 - August 2011
J.H. Routh Packing June 2009 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Marketing, Team Leadership, Public Speaking, Leadership, Customer Service, Teamwork, Social Networking, Communication
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
Bachelor of Science (BS), Business Marketing
Youngstown State University 2009 — 2010
Business Marketing
Margaretta High School
Christopher Tatro Christopher Tatro's Charles Schwab Experience October 2005 - November 2006
Job Director, iShares Global Business Strategy at BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
BlackRock December 2012 - Present
BlackRock July 2008 - December 2012
BlackRock November 2006 - July 2008
Charles Schwab October 2005 - November 2006
Prudential Financial September 2003 - August 2005
RCM Capital Management April 1995 - July 2001
Callan Associates April 1993 - April 1995
Skills
ETFs, Pricing Strategy, Asset Management, Mutual Funds, Business Planning, Product Development, Investments, Pricing, Segmentation, Business Metrics, Strategic Planning, Competitive Analysis, Separately Managed..., Business Strategy, Managed Accounts, Product Management, Forecasting, Strategy Development, P&L Management, Budgeting, Product Strategy, Asset Managment, Strategy, Budgets, Financial Risk, Financial Services, Finance, Analytics, Financial Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Master of Business Administration
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics and International Business
Tonya Gray, QKA, QPFC, CBP Tonya Gray, QKA, QPFC, CBP's Charles Schwab Experience August 2006 - May 2008
Job Vice President, Benefits at Scripps Networks Interactive
Industry Broadcast Media
Experience
Scripps Networks Interactive October 2013 - Present
Scripps Networks Interactive January 2011 - October 2013
Vanguard June 2008 - January 2011
Charles Schwab August 2006 - May 2008
Charles Schwab June 2004 - August 2006
Charles Schwab March 2000 - June 2004
Skills
401k, Investments, Employee Benefits, Strategy, CRM, Management, Retirement, Leadership, Pensions, Relationship Management, Finance, Business Planning, Mutual Funds, Strategic Planning, Training, Mergers & Acquisitions, Portfolio Management, Financial Services, Retirement Planning, Deferred Compensation, Marketing
Education
The University of Akron
Labor Economics, Minor: Financial Services
Scripps Networks Interactive October 2013 - Present
Scripps Networks Interactive January 2011 - October 2013
Vanguard June 2008 - January 2011
Charles Schwab August 2006 - May 2008
Charles Schwab June 2004 - August 2006
Charles Schwab March 2000 - June 2004
Skills
401k, Investments, Employee Benefits, Strategy, CRM, Management, Retirement, Leadership, Pensions, Relationship Management, Finance, Business Planning, Mutual Funds, Strategic Planning, Training, Mergers & Acquisitions, Portfolio Management, Financial Services, Retirement Planning, Deferred Compensation, Marketing
Education
The University of Akron
Labor Economics, Minor: Financial Services
Robert Mercer Robert Mercer's Charles Schwab Experience September 1999 - March 2011
Job Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2011 - Present
Charles Schwab September 1999 - March 2011
Education
The University of Connecticut School of Business 1995 — 1999
Bachelor of Science, Finance - Health Systems Management
UBS Financial Services Inc. March 2011 - Present
Charles Schwab September 1999 - March 2011
Education
The University of Connecticut School of Business 1995 — 1999
Bachelor of Science, Finance - Health Systems Management
Brian Cavers Brian Cavers's Charles Schwab Experience January 2015 - Present
Job Manager, Statistical Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Baltimore Orioles January 2014 - December 2014
Zurich Financial Services March 2009 - August 2011
Skills
Analysis, Statistics, Modeling, Strategy, Investments, Programming, Valuation, Sports Analysis, Quantitative Finance, Investment Strategies
Education
The University of Chicago - Booth School of Business 2011 — 2013
Analytic Finance and Statistics
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Charles Schwab January 2015 - Present
Baltimore Orioles January 2014 - December 2014
Zurich Financial Services March 2009 - August 2011
Skills
Analysis, Statistics, Modeling, Strategy, Investments, Programming, Valuation, Sports Analysis, Quantitative Finance, Investment Strategies
Education
The University of Chicago - Booth School of Business 2011 — 2013
Analytic Finance and Statistics
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Ben Bury Ben Bury's Charles Schwab Experience December 2014 - Present
Job Finance Major at The University of Akron
Industry
Experience
Charles Schwab December 2014 - Present
Skills
Microsoft Office
Education
The University of Akron 2010 — 2013
Charles Schwab December 2014 - Present
Skills
Microsoft Office
Education
The University of Akron 2010 — 2013
Aline Awais Aline Awais's Charles Schwab Experience 1996 - 1998
Job Realtor
Industry Real Estate
Experience
Coldwell Banker November 2013 - November 2014
Prudential Kathy Reid Realty July 2004 - September 2013
Diebold 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Real Estate, Foreclosures, Sellers, New Home Sales, New Homes, Residential Homes, HUD, Negotiation, ABR, Buyer Representation, Seniors, Listings, Marketing, Investment Properties, Marketing Strategy, First Time Home Buyers, Relocation, SFR, Move Up Buyers, Short Sales, Selling, Relocation Buyers, Condos, Single Family Homes, Real Estate Transactions, Investors, Real Property, Home Staging, Luxury, Corporate Relocation, REO, Rentals, Buyers, Seller Representation, e-PRO, First Time Home Sellers, Real Estate License, Vacation Homes, Buyer's Agent, Real Estate Marketing
Education
The University of Akron 1993 — 1998
Bachelor, International Finance and minor in Spanish
Coldwell Banker November 2013 - November 2014
Prudential Kathy Reid Realty July 2004 - September 2013
Diebold 1998 - 2000
Charles Schwab 1996 - 1998
Skills
Real Estate, Foreclosures, Sellers, New Home Sales, New Homes, Residential Homes, HUD, Negotiation, ABR, Buyer Representation, Seniors, Listings, Marketing, Investment Properties, Marketing Strategy, First Time Home Buyers, Relocation, SFR, Move Up Buyers, Short Sales, Selling, Relocation Buyers, Condos, Single Family Homes, Real Estate Transactions, Investors, Real Property, Home Staging, Luxury, Corporate Relocation, REO, Rentals, Buyers, Seller Representation, e-PRO, First Time Home Sellers, Real Estate License, Vacation Homes, Buyer's Agent, Real Estate Marketing
Education
The University of Akron 1993 — 1998
Bachelor, International Finance and minor in Spanish
Thomas A. Schafer, QKA Thomas A. Schafer, QKA's Charles Schwab Experience August 1996 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1996 - Present
Skills
401k, Relationship Management, Pensions
Education
The University of Akron 1992 — 1996
BSA, Accounting
Charles Schwab August 1996 - Present
Skills
401k, Relationship Management, Pensions
Education
The University of Akron 1992 — 1996
BSA, Accounting
Gabe D'Ortenzio Gabe D'Ortenzio's Charles Schwab Experience January 2007 - April 2008
Job Director of Human Resources at The HC Companies, Inc.
Industry Human Resources
Experience
The HC Companies, Inc. February 2015 - Present
Myers Industries April 2013 - February 2015
Myers Industries February 2011 - April 2013
Myers Industries March 2010 - February 2011
Myers Industries April 2008 - March 2010
Charles Schwab January 2007 - April 2008
Skills
Talent Management, Benefits Administration, Employee Relations, HRIS, Deferred Compensation, Performance Management, Recruiting, New Hire Orientations, Temporary Staffing, Talent Acquisition, Human Resources, Payroll, Process Improvement, Employee Benefits, Interviews, Training, Hiring
Education
The University of Akron 2007 — 2009
MBA, Management
The University of Akron 2002 — 2006
B.S., Human Resources Management
The University of Akron 2002 — 2006
B.S., Management Information Systems
The HC Companies, Inc. February 2015 - Present
Myers Industries April 2013 - February 2015
Myers Industries February 2011 - April 2013
Myers Industries March 2010 - February 2011
Myers Industries April 2008 - March 2010
Charles Schwab January 2007 - April 2008
Skills
Talent Management, Benefits Administration, Employee Relations, HRIS, Deferred Compensation, Performance Management, Recruiting, New Hire Orientations, Temporary Staffing, Talent Acquisition, Human Resources, Payroll, Process Improvement, Employee Benefits, Interviews, Training, Hiring
Education
The University of Akron 2007 — 2009
MBA, Management
The University of Akron 2002 — 2006
B.S., Human Resources Management
The University of Akron 2002 — 2006
B.S., Management Information Systems
David Strubbe David Strubbe's Charles Schwab Experience 1992 - 2003
Job Manager, Information Security at TIAACREF
Industry Computer & Network Security
Experience
TIAA-CREF January 2010 - Present
Charlotte-Mecklenburg Police Department January 2002 - Present
TIAA-CREF January 2009 - January 2010
Novant Health November 2007 - January 2009
Gaston County Government July 2006 - November 2007
MobileHWY, LLC July 2003 - July 2006
Charles Schwab 1992 - 2003
Skills
Computer Forensics, Data Loss Protection, Incident Response, Log Management, ArcSight, EnCase, Vontu, Police, Varonis, Information Security, Information Technology, Information Security..., Security, Computer Security, Network Security, CISSP, Networking
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
MBA, Information Security
Gaston College 2001 — 2001
NC BLET
The University of Akron 1990 — 1993
BS, Applied Math, Comp Sci Minor
TIAA-CREF January 2010 - Present
Charlotte-Mecklenburg Police Department January 2002 - Present
TIAA-CREF January 2009 - January 2010
Novant Health November 2007 - January 2009
Gaston County Government July 2006 - November 2007
MobileHWY, LLC July 2003 - July 2006
Charles Schwab 1992 - 2003
Skills
Computer Forensics, Data Loss Protection, Incident Response, Log Management, ArcSight, EnCase, Vontu, Police, Varonis, Information Security, Information Technology, Information Security..., Security, Computer Security, Network Security, CISSP, Networking
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
MBA, Information Security
Gaston College 2001 — 2001
NC BLET
The University of Akron 1990 — 1993
BS, Applied Math, Comp Sci Minor
Steve Shelvey Steve Shelvey's Charles Schwab Experience March 2005 - August 2011
Job Regional Vice President at Mercer Global Advisors
Industry Financial Services
Experience
Mercer Global Advisors November 2013 - Present
Beacon Financial Group Wealth Management Services August 2011 - November 2013
Charles Schwab March 2005 - August 2011
Fidelity Investments September 1995 - March 2005
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Retirement, Strategic Financial..., Securities, Financial Services, Estate Planning, Financial Advisory, Investment Strategies, Financial Analysis, Alternative Investments, 401k, Equities, Insurance, Operations Management, Finance, FINRA, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2001 — 2004
MBA, Finance
Paschal High School 1979 — 1983
The University of Texas at Arlington - College of Business
BBA, Finance and Accounting
Mercer Global Advisors November 2013 - Present
Beacon Financial Group Wealth Management Services August 2011 - November 2013
Charles Schwab March 2005 - August 2011
Fidelity Investments September 1995 - March 2005
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Retirement, Strategic Financial..., Securities, Financial Services, Estate Planning, Financial Advisory, Investment Strategies, Financial Analysis, Alternative Investments, 401k, Equities, Insurance, Operations Management, Finance, FINRA, Uniform Combined State..., Financial Planning
Education
The University of Dallas 2001 — 2004
MBA, Finance
Paschal High School 1979 — 1983
The University of Texas at Arlington - College of Business
BBA, Finance and Accounting
Mark Kizer, CFP Mark Kizer, CFP's Charles Schwab Experience September 2012 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Paul Spangler Paul Spangler's Charles Schwab Experience 2007 - 2007
Job Division Manager at Superior Search Group
Industry Staffing and Recruiting
Experience
Superior Search Group 2007 - Present
Charles Schwab 2007 - 2007
The Carmon Group 2004 - 2006
Stanley Staffing 2002 - 2004
VMC 1989 - 2002
Skills
Recruiting, Interviews, Leadership, College Recruiting, Budgets, Cold Calling, Management, Workforce Planning, Sales Operations, New Business Development, Manufacturing, Talent Acquisition, Applicant Tracking..., Human Resources, Time Management, Engineering, Training, Process Improvement, Employee Relations, Business Development, Sourcing, Operations Management, Temporary Placement, Project Management, Hiring, Temporary Staffing, Technical Recruiting, Coaching, Performance Management, Executive Management, Sales Management, Team Building, Contract Negotiation, Employee Benefits, Strategic Planning, Screening Resumes, Sales, Succession Planning, Marketing
Education
The University of Akron
Marketing
Superior Search Group 2007 - Present
Charles Schwab 2007 - 2007
The Carmon Group 2004 - 2006
Stanley Staffing 2002 - 2004
VMC 1989 - 2002
Skills
Recruiting, Interviews, Leadership, College Recruiting, Budgets, Cold Calling, Management, Workforce Planning, Sales Operations, New Business Development, Manufacturing, Talent Acquisition, Applicant Tracking..., Human Resources, Time Management, Engineering, Training, Process Improvement, Employee Relations, Business Development, Sourcing, Operations Management, Temporary Placement, Project Management, Hiring, Temporary Staffing, Technical Recruiting, Coaching, Performance Management, Executive Management, Sales Management, Team Building, Contract Negotiation, Employee Benefits, Strategic Planning, Screening Resumes, Sales, Succession Planning, Marketing
Education
The University of Akron
Marketing
James D McCool James D McCool's Charles Schwab Experience ERISA Advisory Board
Job Executive Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab ERISA Advisory Board
NDCC/Spark 2001 - 2007
Hampton Pension Services May 1985 - November 1995
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, 401k, Defined Contribution
Education
The University of Akron 1977 — 1982
BSBA, Finance and Marketing
Hoban
Charles Schwab ERISA Advisory Board
NDCC/Spark 2001 - 2007
Hampton Pension Services May 1985 - November 1995
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Defined Benefit, ERISA, Investment Advisory, Financial Services, Pensions, 401k, Defined Contribution
Education
The University of Akron 1977 — 1982
BSBA, Finance and Marketing
Hoban
David Strayer David Strayer's Charles Schwab Experience December 1997 - September 1999
Job Solution Sales Specialist at Nationwide Business Solutions Group
Industry Insurance
Experience
Nationwide September 2014 - Present
Charles Schwab December 1997 - September 1999
Skills
Fixed Annuities, Series 7, Term Life Insurance, Life Insurance, Retirement Planning, Long-term Care, Public Speaking, Pensions, Sales, Universal Life, Investments, Customer Service, Business Analysis, Account Management, Team Leadership, Annuities, Series 24 and Series 7, Customer Relations, Long Term Care, Mentoring, Annuity, Series 24, FINRA, Retirement, Marketing, Estate Planning, Series 6, Health Insurance, Disability Insurance, Mutual Funds, 401k, Variable Annuities, Risk Management, Whole Life, Financial Services, Long Term Care Insurance
Education
The Ohio State University 1993 — 1997
Bachelors Degree in History, Military History
Nationwide September 2014 - Present
Charles Schwab December 1997 - September 1999
Skills
Fixed Annuities, Series 7, Term Life Insurance, Life Insurance, Retirement Planning, Long-term Care, Public Speaking, Pensions, Sales, Universal Life, Investments, Customer Service, Business Analysis, Account Management, Team Leadership, Annuities, Series 24 and Series 7, Customer Relations, Long Term Care, Mentoring, Annuity, Series 24, FINRA, Retirement, Marketing, Estate Planning, Series 6, Health Insurance, Disability Insurance, Mutual Funds, 401k, Variable Annuities, Risk Management, Whole Life, Financial Services, Long Term Care Insurance
Education
The Ohio State University 1993 — 1997
Bachelors Degree in History, Military History
Kristina Lazowski Kristina Lazowski's Charles Schwab Experience June 2008 - February 2009
Job Sales Executive at Stuart & Associates
Industry Marketing and Advertising
Experience
Stuart & Associates November 2010 - Present
The Shamrock Companies February 2009 - September 2010
Charles Schwab June 2008 - February 2009
Charles Schwab May 2007 - June 2008
Equity Trust Company 2007 - 2007
Education
The University of Findlay 2003 — 2007
BS, Marketing, Finance
Stuart & Associates November 2010 - Present
The Shamrock Companies February 2009 - September 2010
Charles Schwab June 2008 - February 2009
Charles Schwab May 2007 - June 2008
Equity Trust Company 2007 - 2007
Education
The University of Findlay 2003 — 2007
BS, Marketing, Finance
Devin Tharpe Devin Tharpe's Charles Schwab Experience October 2013 - Present
Job Operations Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab October 2013 - Present
Westfield Bank FSB December 2011 - October 2013
Charles Schwab June 2010 - December 2011
Staples October 2007 - June 2010
Home Depot At Home Services May 2006 - October 2007
Mortgage consultant services October 2005 - January 2006
Lexington lending and mortgage group May 2005 - October 2005
Skills
Credit Analysis, Financial Analysis, Strategic Financial..., Mortgage Lending, Asset Managment, Due Diligence, Consumer Lending, Cost Benefit, Investment Management, Investor Relations, Credit, Loans, Banking, Finance, Investments, Management, Sales, Underwriting
Education
Walsh University 2006 — 2008
B.A, Business
The University of Akron 2003 — 2005
associates, Business
Medina High School
Medina High School
Charles Schwab October 2013 - Present
Westfield Bank FSB December 2011 - October 2013
Charles Schwab June 2010 - December 2011
Staples October 2007 - June 2010
Home Depot At Home Services May 2006 - October 2007
Mortgage consultant services October 2005 - January 2006
Lexington lending and mortgage group May 2005 - October 2005
Skills
Credit Analysis, Financial Analysis, Strategic Financial..., Mortgage Lending, Asset Managment, Due Diligence, Consumer Lending, Cost Benefit, Investment Management, Investor Relations, Credit, Loans, Banking, Finance, Investments, Management, Sales, Underwriting
Education
Walsh University 2006 — 2008
B.A, Business
The University of Akron 2003 — 2005
associates, Business
Medina High School
Medina High School
Michael F. Shoaf Michael F. Shoaf's Charles Schwab Experience November 2006 - July 2010
Job President at MFS Partners
Industry Management Consulting
Experience
MFS Partners 2014 - Present
Cityteam International 2012 - 2014
World Vision 2010 - 2012
Charles Schwab November 2006 - July 2010
Fidelity Investments June 1999 - February 2005
Skills
Business Strategy, Cross-functional Team..., Economic Development, Wealth Management..., Volunteer Management, Team Leadership, CRM, Product Management, Strategic Partnerships, Wealth Management, Start-ups, Business Analysis, IT Strategy, Budgets, Management Consulting, Equities, Asset Managment, Valuation, Change Management, Public Speaking, Bloomberg, Leadership Development, Marketing Strategy, Pensions, Team Building, Customer Service, Marketing, Analysis, Vendor Management, Analytics, Management, Leadership
Education
The University of Connecticut School of Business
M.B.A
University of California, Berkeley
B.S., Political Economics
MFS Partners 2014 - Present
Cityteam International 2012 - 2014
World Vision 2010 - 2012
Charles Schwab November 2006 - July 2010
Fidelity Investments June 1999 - February 2005
Skills
Business Strategy, Cross-functional Team..., Economic Development, Wealth Management..., Volunteer Management, Team Leadership, CRM, Product Management, Strategic Partnerships, Wealth Management, Start-ups, Business Analysis, IT Strategy, Budgets, Management Consulting, Equities, Asset Managment, Valuation, Change Management, Public Speaking, Bloomberg, Leadership Development, Marketing Strategy, Pensions, Team Building, Customer Service, Marketing, Analysis, Vendor Management, Analytics, Management, Leadership
Education
The University of Connecticut School of Business
M.B.A
University of California, Berkeley
B.S., Political Economics
Chris Stransky Chris Stransky's Charles Schwab Experience January 2007 - May 2012
Job Senior Information Security Architect, Enterprise Architecture at Key Bank
Industry Information Technology and Services
Experience
KeyBank May 2013 - Present
StarTech Consulting August 2012 - May 2013
YouDocs July 2012 - August 2012
Charles Schwab January 2007 - May 2012
Charles Schwab 1995 - 2009
Charles Schwab January 2000 - December 2006
Charles Schwab January 1996 - December 2000
Hampton Pension Services 1995 - 2000
Skills
.NET, Enterprise Architecture, T-SQL, SDLC, C#, Agile Methodologies, Software Project..., XML, Crystal Reports, Software Architect, ASP.NET, SQL, DB2, SharePoint, JavaScript, Visual C#, SQL Server 2008, VB.NET, Information Security, Integration
Education
The University of Akron 1992 — 1997
Bachelor of Science, Computer Science
Stow high school 1988 — 1992
KeyBank May 2013 - Present
StarTech Consulting August 2012 - May 2013
YouDocs July 2012 - August 2012
Charles Schwab January 2007 - May 2012
Charles Schwab 1995 - 2009
Charles Schwab January 2000 - December 2006
Charles Schwab January 1996 - December 2000
Hampton Pension Services 1995 - 2000
Skills
.NET, Enterprise Architecture, T-SQL, SDLC, C#, Agile Methodologies, Software Project..., XML, Crystal Reports, Software Architect, ASP.NET, SQL, DB2, SharePoint, JavaScript, Visual C#, SQL Server 2008, VB.NET, Information Security, Integration
Education
The University of Akron 1992 — 1997
Bachelor of Science, Computer Science
Stow high school 1988 — 1992
Simeon Jones's Charles Schwab Experience May 2008 - July 2012
Job Founder at Challenge Rx
Industry Computer Software
Experience
Challenge Rx January 2013 - Present
Hartville Group August 2012 - August 2014
Charles Schwab May 2008 - July 2012
Copley Water Warriors April 2009 - May 2011
Noteworthy Medical Systems 2006 - 2008
Key Bank 2006 - 2006
OEConnection 2003 - 2005
Kforce Technology Staffing January 2000 - June 2003
Skills
SQL, C#, XML, JavaScript, VBScript, HTML, CSS, Microsoft SQL Server, Agile Methodologies, SharePoint, .NET, ASP.NET, SSIS, Test Automation, SSRS, T-SQL, Quality Assurance, Testing, Web Services, Databases, SDLC, Software Development
Education
The University of Akron 2012 — 2014
Bachelor's degree, Organizational Leadership
The University of Akron
Associate's degree, CIS Programming
Challenge Rx January 2013 - Present
Hartville Group August 2012 - August 2014
Charles Schwab May 2008 - July 2012
Copley Water Warriors April 2009 - May 2011
Noteworthy Medical Systems 2006 - 2008
Key Bank 2006 - 2006
OEConnection 2003 - 2005
Kforce Technology Staffing January 2000 - June 2003
Skills
SQL, C#, XML, JavaScript, VBScript, HTML, CSS, Microsoft SQL Server, Agile Methodologies, SharePoint, .NET, ASP.NET, SSIS, Test Automation, SSRS, T-SQL, Quality Assurance, Testing, Web Services, Databases, SDLC, Software Development
Education
The University of Akron 2012 — 2014
Bachelor's degree, Organizational Leadership
The University of Akron
Associate's degree, CIS Programming
Joe Zurfley Joe Zurfley's Charles Schwab Experience July 2013 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2013 - Present
Education
The Ohio State University 2003 — 2008
Bachelor of Science (B.S.), Financial Management
Charles Schwab July 2013 - Present
Education
The Ohio State University 2003 — 2008
Bachelor of Science (B.S.), Financial Management
Jeff Parsley's Charles Schwab Experience January 2013 - Present
Job Investment Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab August 2011 - December 2012
JPMorgan Chase December 2007 - July 2011
ASAP Staffing LLC January 2007 - September 2007
Education
The University of Georgia 2002 — 2006
BA, Sociology
Charles Schwab January 2013 - Present
Charles Schwab August 2011 - December 2012
JPMorgan Chase December 2007 - July 2011
ASAP Staffing LLC January 2007 - September 2007
Education
The University of Georgia 2002 — 2006
BA, Sociology
Dan Pringle's Charles Schwab Experience June 2015 - Present
Job Manager
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab April 2007 - June 2015
Skills
Business Analysis, Process Improvement, Project Management
Education
The University of Akron 2002 — 2006
Finance, Corporate Finance, Financial Services, Real Estate
Charles Schwab June 2015 - Present
Charles Schwab April 2007 - June 2015
Skills
Business Analysis, Process Improvement, Project Management
Education
The University of Akron 2002 — 2006
Finance, Corporate Finance, Financial Services, Real Estate
Viraj Rana's Charles Schwab Experience May 2014 - Present
Job Project Manager at Charles Schwab & Co.
Industry Information Technology and Services
Experience
Charles Schwab May 2014 - Present
State Compensation Insurance Fund October 2013 - April 2014
Cisco Systems March 2013 - October 2013
Charles Schwab June 2011 - March 2013
Cisco Systems May 2010 - May 2011
Wells Fargo Bank January 2010 - April 2010
Visa Inc. 2009 - March 2010
Cisco 2010 - 2010
Charles Schwab September 2008 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, SDLC, Software Project..., Agile Methodologies, Business Requirements, Business Intelligence, Risk Management, Vendor Management, Visio, Agile Project Management, ERP, Process Improvement, PMO, Business Process, Program Management, SharePoint, Resource Management, Business Process..., PMP, Change Management, Critical Thinking, Oral & Written..., Project Management, Project Portfolio..., Stakeholder Engagement, Presentation Development, CRM, Data Warehousing, IT Strategy, Enterprise Architecture, Project Delivery, Management, SQL, Integration
Education
The University of Findlay 2005 — 2007
MBA, Finance, Information Technology and International Business
M S University 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Auxilium Convent High School
High School
Don Bosco High School
Charles Schwab May 2014 - Present
State Compensation Insurance Fund October 2013 - April 2014
Cisco Systems March 2013 - October 2013
Charles Schwab June 2011 - March 2013
Cisco Systems May 2010 - May 2011
Wells Fargo Bank January 2010 - April 2010
Visa Inc. 2009 - March 2010
Cisco 2010 - 2010
Charles Schwab September 2008 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, SDLC, Software Project..., Agile Methodologies, Business Requirements, Business Intelligence, Risk Management, Vendor Management, Visio, Agile Project Management, ERP, Process Improvement, PMO, Business Process, Program Management, SharePoint, Resource Management, Business Process..., PMP, Change Management, Critical Thinking, Oral & Written..., Project Management, Project Portfolio..., Stakeholder Engagement, Presentation Development, CRM, Data Warehousing, IT Strategy, Enterprise Architecture, Project Delivery, Management, SQL, Integration
Education
The University of Findlay 2005 — 2007
MBA, Finance, Information Technology and International Business
M S University 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Auxilium Convent High School
High School
Don Bosco High School
Brian Rettke's Charles Schwab Experience September 2014 - Present
Job Senior Network Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2014 - Present
TEKsystems April 2014 - September 2014
GoDaddy August 2011 - April 2014
Cable ONE December 2008 - August 2011
Cable One January 2008 - November 2008
CableONE September 2007 - December 2007
Cable One January 2007 - September 2007
Cable One April 2006 - January 2007
Cable One April 2004 - April 2006
Cable One September 2003 - April 2004
Skills
BGP, OSPF, Cable Modems, Routers, Cisco Technologies, VoIP, WAN, RIP, MPLS, Switches, Routing, VPN, CCNA, TCP/IP, Network Security, Security, Routing Protocols, Cisco IOS, Firewalls, IP, EIGRP, QoS, Data Center, ASA, Cisco Certified, Network Engineering, Switching, Network Design, Network Architecture, LAN-WAN, Ethernet, CCIP, IPv6, Cisco Nexus, MPLS VPN, High Availability, LAN Switching, Red Hat Linux, CCNP, STP, Internet Services, Cisco Routers, Networking, Troubleshooting, Computer Network...
Education
The University of Dallas 1998 — 2002
B.A, Classics
The University of Dallas 1998 — 2002
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Charles Schwab September 2014 - Present
TEKsystems April 2014 - September 2014
GoDaddy August 2011 - April 2014
Cable ONE December 2008 - August 2011
Cable One January 2008 - November 2008
CableONE September 2007 - December 2007
Cable One January 2007 - September 2007
Cable One April 2006 - January 2007
Cable One April 2004 - April 2006
Cable One September 2003 - April 2004
Skills
BGP, OSPF, Cable Modems, Routers, Cisco Technologies, VoIP, WAN, RIP, MPLS, Switches, Routing, VPN, CCNA, TCP/IP, Network Security, Security, Routing Protocols, Cisco IOS, Firewalls, IP, EIGRP, QoS, Data Center, ASA, Cisco Certified, Network Engineering, Switching, Network Design, Network Architecture, LAN-WAN, Ethernet, CCIP, IPv6, Cisco Nexus, MPLS VPN, High Availability, LAN Switching, Red Hat Linux, CCNP, STP, Internet Services, Cisco Routers, Networking, Troubleshooting, Computer Network...
Education
The University of Dallas 1998 — 2002
B.A, Classics
The University of Dallas 1998 — 2002
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Huong Le, CFA's Charles Schwab Experience December 1998 - December 2000
Job Senior Research Analyst
Industry Investment Management
Experience
Great Lakes Advisors (formerly Wintrust Capital Management) January 2004 - Present
Wayne Hummer Investments, a division of Wintrust Wealth Management August 2002 - December 2003
Foote, Cone & Belding January 2001 - July 2002
Charles Schwab December 1998 - December 2000
Evanston Hospital December 1996 - September 1998
Skills
Asset Allocation, Equities, Fixed Income, Asset Managment, Series 7, Mutual Funds, Portfolio Management, Investments, Valuation, Wealth Management, Financial Modeling, Securities, Due Diligence, Financial Services, Financial Analysis, Strategic Financial..., Retirement Planning, Risk Management, Data Analysis, Equity Research
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Analytical Finance
Northwestern University 1992 — 1996
BA, Biology (Neurobiology Concentration), Psychology
Great Lakes Advisors (formerly Wintrust Capital Management) January 2004 - Present
Wayne Hummer Investments, a division of Wintrust Wealth Management August 2002 - December 2003
Foote, Cone & Belding January 2001 - July 2002
Charles Schwab December 1998 - December 2000
Evanston Hospital December 1996 - September 1998
Skills
Asset Allocation, Equities, Fixed Income, Asset Managment, Series 7, Mutual Funds, Portfolio Management, Investments, Valuation, Wealth Management, Financial Modeling, Securities, Due Diligence, Financial Services, Financial Analysis, Strategic Financial..., Retirement Planning, Risk Management, Data Analysis, Equity Research
Education
The University of Chicago Booth School of Business 2002 — 2005
MBA, Analytical Finance
Northwestern University 1992 — 1996
BA, Biology (Neurobiology Concentration), Psychology
Shawn Sague's Charles Schwab Experience July 1997 - August 2008
Job Software Developer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 1997 - August 2008
Education
The Ohio State University 1982 — 1987
BS, Computer Science
Charles Schwab July 1997 - August 2008
Education
The Ohio State University 1982 — 1987
BS, Computer Science
Julie Chluda's Charles Schwab Experience August 2000 - March 2005
Job Senior Manager at Gap Inc.
Industry Architecture & Planning
Experience
Gap Inc. April 2005 - Present
Charles Schwab August 2000 - March 2005
Federal Reserve Bank of San Francisco August 1997 - August 2000
Skills
Retail Design, Construction, Project Planning, Facilities Management, Retail, Space planning, Concept Design, Program Management, Visual Merchandising, Architectural Design, Interior Design, Renovation, Process Improvement, Architecture, Negotiation, Design Management, Cross-functional Team..., Project Management, Procurement, Strategy, Space-planning, Construction Management, Vendor Management, Team Leadership, Project Coordination, Budgets
Education
The Ohio State University 1989 — 1994
Bachelor of Science, Industrial Design
Gap Inc. April 2005 - Present
Charles Schwab August 2000 - March 2005
Federal Reserve Bank of San Francisco August 1997 - August 2000
Skills
Retail Design, Construction, Project Planning, Facilities Management, Retail, Space planning, Concept Design, Program Management, Visual Merchandising, Architectural Design, Interior Design, Renovation, Process Improvement, Architecture, Negotiation, Design Management, Cross-functional Team..., Project Management, Procurement, Strategy, Space-planning, Construction Management, Vendor Management, Team Leadership, Project Coordination, Budgets
Education
The Ohio State University 1989 — 1994
Bachelor of Science, Industrial Design
Keith Hendrickson's Charles Schwab Experience January 1996 - September 2005
Job Computer Programmer at Yardi Systems
Industry Computer Software
Experience
Yardi Systems, Inc. August 2010 - Present
Merge Healthcare September 2005 - July 2010
Charles Schwab January 1996 - September 2005
Skills
Software Development, Product Development, Application Development, C#, VB.NET, ASP.NET, JavaScript, Microsoft SQL Server, .NET, XML, SSIS, SSRS, CSS, jQuery, NUnit, Scrum, ASP.NET AJAX, SDLC, SQL, Software Documentation, Integration, Testing, Visio, Management
Education
The University of Akron 2004 — 2005
Bachelor Degree, Computer Information Systems
The University of Akron 1993 — 1997
Bachelor Degree, Accounting
Yardi Systems, Inc. August 2010 - Present
Merge Healthcare September 2005 - July 2010
Charles Schwab January 1996 - September 2005
Skills
Software Development, Product Development, Application Development, C#, VB.NET, ASP.NET, JavaScript, Microsoft SQL Server, .NET, XML, SSIS, SSRS, CSS, jQuery, NUnit, Scrum, ASP.NET AJAX, SDLC, SQL, Software Documentation, Integration, Testing, Visio, Management
Education
The University of Akron 2004 — 2005
Bachelor Degree, Computer Information Systems
The University of Akron 1993 — 1997
Bachelor Degree, Accounting
Peggy McKleroy's Charles Schwab Experience January 2004 - February 2011
Job J
Industry Financial Services
Experience
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
Reggie Helton, RL's Charles Schwab Experience June 2000 - June 2001
Job Independent Landman at Crownover Energy, LLC
Industry Oil & Energy
Experience
Crownover Energy, LLC April 2013 - Present
Axia Land Services March 2012 - March 2013
Eagle Land Services June 2010 - March 2012
Frost & Sullivan September 2004 - January 2009
Independent Insurance Broker June 2003 - August 2004
USAA December 2001 - December 2002
Charles Schwab June 2000 - June 2001
Sprint January 1997 - June 2000
American Airlines February 1984 - January 1997
Skills
Market Research, Market Analysis, Database Marketing, Project Management, Sales, Operations Management, Process Improvement, Staff Management, Programming, Competitive Analysis, Strategic Planning, Energy Industry
Education
The University of Dallas 1980 — 1983
MBA, International Management
The University of Texas at Arlington 1977 — 1980
BA, Communications
Crownover Energy, LLC April 2013 - Present
Axia Land Services March 2012 - March 2013
Eagle Land Services June 2010 - March 2012
Frost & Sullivan September 2004 - January 2009
Independent Insurance Broker June 2003 - August 2004
USAA December 2001 - December 2002
Charles Schwab June 2000 - June 2001
Sprint January 1997 - June 2000
American Airlines February 1984 - January 1997
Skills
Market Research, Market Analysis, Database Marketing, Project Management, Sales, Operations Management, Process Improvement, Staff Management, Programming, Competitive Analysis, Strategic Planning, Energy Industry
Education
The University of Dallas 1980 — 1983
MBA, International Management
The University of Texas at Arlington 1977 — 1980
BA, Communications
Lily Kwock's Charles Schwab Experience July 1998 - August 2003
Job Brand Manager at Hartz Mountain Corporation
Industry Marketing and Advertising
Experience
Hartz Mountain Corporation November 2011 - Present
Unilever Bestfoods June 2008 - January 2012
Novartis Consumer Health May 2007 - March 2008
Reckitt Benckiser July 2005 - April 2007
Morningstar June 2004 - August 2004
Charles Schwab July 1998 - August 2003
Skills
Brand Management, Product Development, Product Marketing
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration, Strategy and Marketing
Miami University
Bachelor of Philosophy, Int'l Economics & Politics
Hartz Mountain Corporation November 2011 - Present
Unilever Bestfoods June 2008 - January 2012
Novartis Consumer Health May 2007 - March 2008
Reckitt Benckiser July 2005 - April 2007
Morningstar June 2004 - August 2004
Charles Schwab July 1998 - August 2003
Skills
Brand Management, Product Development, Product Marketing
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration, Strategy and Marketing
Miami University
Bachelor of Philosophy, Int'l Economics & Politics
Heidi Clear's Charles Schwab Experience September 2000 - December 2002
Job Independent marketing Professional
Industry Financial Services
Experience
PepsiCo June 2006 - August 2006
PepsiCo January 2006 - August 2006
Charles Schwab September 2000 - December 2002
Van Kampen Investments May 1999 - June 2000
General Mills August 1996 - December 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
mba, marketing & finance
University of Wisconsin-Madison 1985 — 1990
PepsiCo June 2006 - August 2006
PepsiCo January 2006 - August 2006
Charles Schwab September 2000 - December 2002
Van Kampen Investments May 1999 - June 2000
General Mills August 1996 - December 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
mba, marketing & finance
University of Wisconsin-Madison 1985 — 1990
Jennifer Nenadov's Charles Schwab Experience July 2001 - June 2003
Job Senior Manager, Branch Program Management at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank April 2014 - Present
BMO Harris Bank January 2013 - April 2014
Blueprint Consulting Inc May 2011 - January 2013
Innovative Card Solutions, LLC November 2009 - March 2011
Canopy Financial, Inc. January 2007 - November 2009
Fifth Third Bank June 2003 - January 2007
Charles Schwab July 2001 - June 2003
Skills
Payments, Project Management, Credit Cards, Payment Card Processing, Electronic Payments, Strategy, Financial Services, Debit Cards, Financial Risk, Integration, Start-ups, PCI DSS, Banking, Management, Mobile Payments, Transaction Processing, Payment Systems
Education
Xavier University - School of Business Administration 2005 — 2007
MBA
The University of Akron 1997 — 2001
BS, Accounting
BMO Harris Bank April 2014 - Present
BMO Harris Bank January 2013 - April 2014
Blueprint Consulting Inc May 2011 - January 2013
Innovative Card Solutions, LLC November 2009 - March 2011
Canopy Financial, Inc. January 2007 - November 2009
Fifth Third Bank June 2003 - January 2007
Charles Schwab July 2001 - June 2003
Skills
Payments, Project Management, Credit Cards, Payment Card Processing, Electronic Payments, Strategy, Financial Services, Debit Cards, Financial Risk, Integration, Start-ups, PCI DSS, Banking, Management, Mobile Payments, Transaction Processing, Payment Systems
Education
Xavier University - School of Business Administration 2005 — 2007
MBA
The University of Akron 1997 — 2001
BS, Accounting
Cindy McLaughlin's Charles Schwab Experience 1996 - Present
Job Director, Technology Project Delivery at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1996 - Present
Education
The Ohio State University 1980 — 1984
Charles Schwab 1996 - Present
Education
The Ohio State University 1980 — 1984
Kathy Thompson's Charles Schwab Experience September 1999 - Present
Job VP at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 1999 - Present
Advanced Micro Devices 1984 - 1998
Advanced Micro Devices - AMD 1984 - 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
Charles Schwab September 1999 - Present
Advanced Micro Devices 1984 - 1998
Advanced Micro Devices - AMD 1984 - 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
Kim Capps's Charles Schwab Experience 1996 - 2003
Job Payroll Supervisor at Human Arc
Industry Financial Services
Experience
Human Arc September 2009 - Present
U.S. Cotton, LLC August 2008 - December 2008
Ceridian May 2003 - August 2008
Charles Schwab 1996 - 2003
charles schwab 1996 - December 2002
Brubaker& Associates 1992 - 1996
Brubaker& Associates 1992 - 1996
Skills
Payroll, Employee Benefits, Process Improvement, HRIS, Human Resources, Training, 401k, Performance Management, Customer Service, Leadership, FMLA
Education
The University of Akron
Human Arc September 2009 - Present
U.S. Cotton, LLC August 2008 - December 2008
Ceridian May 2003 - August 2008
Charles Schwab 1996 - 2003
charles schwab 1996 - December 2002
Brubaker& Associates 1992 - 1996
Brubaker& Associates 1992 - 1996
Skills
Payroll, Employee Benefits, Process Improvement, HRIS, Human Resources, Training, 401k, Performance Management, Customer Service, Leadership, FMLA
Education
The University of Akron
Elaine Logue Gutbezahl's Charles Schwab Experience 2010 - Present
Job Supervision and Controls
Industry Financial Services
Experience
Charles Schwab 2010 - Present
UBS July 1993 - April 2010
Arthur Andersen 1989 - 1993
Skills
Auditing, Wealth Management, Series 63, Qualified Chartered..., Operational Risk..., Series 7, Series 9/10, Series 24, Series 4, Series 65
Education
The University of Edinburgh 1984 — 1988
BSc, Mathematics
Holyrood Secondary 1978 — 1984
Charles Schwab 2010 - Present
UBS July 1993 - April 2010
Arthur Andersen 1989 - 1993
Skills
Auditing, Wealth Management, Series 63, Qualified Chartered..., Operational Risk..., Series 7, Series 9/10, Series 24, Series 4, Series 65
Education
The University of Edinburgh 1984 — 1988
BSc, Mathematics
Holyrood Secondary 1978 — 1984
Addison Gray, MBA's Charles Schwab Experience June 2002 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2002 - Present
Fidelity Investments June 1995 - June 2002
Education
The University of Dallas 1998 — 2001
MBA, Financial Services
University of North Texas 1992 — 1995
Bachelor's degree, Finance, General
Charles Schwab June 2002 - Present
Fidelity Investments June 1995 - June 2002
Education
The University of Dallas 1998 — 2001
MBA, Financial Services
University of North Texas 1992 — 1995
Bachelor's degree, Finance, General
Brandon Angus's Charles Schwab Experience 1996 - 1998
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Adam Moehring's Charles Schwab Experience January 2008 - Present
Job ERISA Consulting & Compliance Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2008 - Present
Education
The University of Akron 2004 — 2008
Bachelor of Science, Finance
Charles Schwab January 2008 - Present
Education
The University of Akron 2004 — 2008
Bachelor of Science, Finance
Loren Ziegler's Charles Schwab Experience Client Development OfficerCharles SchwabSeptember 1998 - Present
Job at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Client Development OfficerCharles SchwabSeptember 1998 - Present
Education
The Ohio State University 1991 — 1996
BS, Psychology
Westland High School
Charles Schwab Client Development OfficerCharles SchwabSeptember 1998 - Present
Education
The Ohio State University 1991 — 1996
BS, Psychology
Westland High School
Jonathan Sewell's Charles Schwab Experience February 2011 - Present
Job Investment Proposal Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2011 - Present
US Army August 2001 - July 2008
Skills
Security Clearance, Military Experience, Military, Army, Leadership
Education
The University of Akron 2004 — 2008
B.S., Finance
Charles Schwab February 2011 - Present
US Army August 2001 - July 2008
Skills
Security Clearance, Military Experience, Military, Army, Leadership
Education
The University of Akron 2004 — 2008
B.S., Finance
Karen Janes's Charles Schwab Experience April 2004 - Present
Job Director, Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
McDonald Investments, Inc. 1990 - 2003
Education
The University of Akron 1979 — 1983
business, business
Charles Schwab April 2004 - Present
McDonald Investments, Inc. 1990 - 2003
Education
The University of Akron 1979 — 1983
business, business
Kellie Truesdell's Charles Schwab Experience May 2000 - November 2003
Job Human Resources Manager at Lowe's Home Improvement
Industry Human Resources
Experience
Lowe's Home Improvement March 2013 - Present
ViaQuest, Inc. November 2011 - Present
Lowe's Home Improvement 2013 - 2013
ViaQuest, Inc. March 2011 - January 2012
Skoda Minotti June 2007 - March 2010
Rural Metro Ambulance April 2004 - May 2007
Micro Center November 2003 - April 2004
Charles Schwab May 2000 - November 2003
Skills
Employee Relations, Career Counseling, Human Resources, Talent Acquisition
Education
The University of Akron 1994 — 1999
Management, Human Resources
Lowe's Home Improvement March 2013 - Present
ViaQuest, Inc. November 2011 - Present
Lowe's Home Improvement 2013 - 2013
ViaQuest, Inc. March 2011 - January 2012
Skoda Minotti June 2007 - March 2010
Rural Metro Ambulance April 2004 - May 2007
Micro Center November 2003 - April 2004
Charles Schwab May 2000 - November 2003
Skills
Employee Relations, Career Counseling, Human Resources, Talent Acquisition
Education
The University of Akron 1994 — 1999
Management, Human Resources
Matt Rains's Charles Schwab Experience November 1996 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1996 - Present
Key Bank February 1996 - November 1996
Education
The University of Akron 1991 — 1995
Accounting
Charles Schwab November 1996 - Present
Key Bank February 1996 - November 1996
Education
The University of Akron 1991 — 1995
Accounting
Jim Breithaupt's Charles Schwab Experience July 1999 - July 2002
Job Data Integrity Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2013 - Present
Wells Fargo July 2005 - August 2013
Honeywell September 2003 - July 2005
Charles Schwab July 1999 - July 2002
American Express June 1992 - July 1999
Skills
Business Analysis, Project Management, Data Analysis, Access, Risk Management, Banking, Microsoft SQL Server, Financial Services, Training, Visio, Operational Risk, Operational Risk..., SDLC, Enterprise Risk..., IT Audit, Systems Analysis, Governance, Analysis, Management, Auditing, Business Intelligence, Information Security, Internal Audit, Information Security..., Soul Retrieval, Financial Risk
Education
The Ohio State University 1976 — 1978
M.A., English
The Ohio State University 1973 — 1976
B.A., English, Foreign Languages
Wells Fargo Bank September 2013 - Present
Wells Fargo July 2005 - August 2013
Honeywell September 2003 - July 2005
Charles Schwab July 1999 - July 2002
American Express June 1992 - July 1999
Skills
Business Analysis, Project Management, Data Analysis, Access, Risk Management, Banking, Microsoft SQL Server, Financial Services, Training, Visio, Operational Risk, Operational Risk..., SDLC, Enterprise Risk..., IT Audit, Systems Analysis, Governance, Analysis, Management, Auditing, Business Intelligence, Information Security, Internal Audit, Information Security..., Soul Retrieval, Financial Risk
Education
The Ohio State University 1976 — 1978
M.A., English
The Ohio State University 1973 — 1976
B.A., English, Foreign Languages
Harlynn Hobbs's Charles Schwab Experience Brokercharles SchwabNovember 1999 - 2009
Job ManagerBroker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Brokercharles SchwabNovember 1999 - 2009
Skills
401k, Investments, Retirement, Asset Allocation, Asset Management, FINRA, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
The University of Akron 1993 — 1997
Finance, Finance, Computer programing
Charles Schwab Brokercharles SchwabNovember 1999 - 2009
Skills
401k, Investments, Retirement, Asset Allocation, Asset Management, FINRA, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
The University of Akron 1993 — 1997
Finance, Finance, Computer programing
Nancy R. Morris's Charles Schwab Experience January 2014 - Present
Job Managing Director at Charles Schwab
Industry Facilities Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab May 2000 - December 2013
First Merit Corporation August 1979 - May 2000
Skills
Property Management
Education
The University of Akron
Charles Schwab January 2014 - Present
Charles Schwab May 2000 - December 2013
First Merit Corporation August 1979 - May 2000
Skills
Property Management
Education
The University of Akron
MaryAnn T. Coudriet's Charles Schwab Experience July 2002 - Present
Job Field Integration, Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2002 - Present
Key Bank April 1987 - June 2002
National city bank September 1976 - April 1987
Education
The University of Akron
Charles Schwab July 2002 - Present
Key Bank April 1987 - June 2002
National city bank September 1976 - April 1987
Education
The University of Akron
Jim Choma's Charles Schwab Experience 1996 - Present
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1996 - Present
Charles Schwab Corporate 2007 - 2010
Charles Schwab February 2006 - February 2007
Charles Schwab February 2003 - February 2006
Charles Schwab January 1998 - April 2003
FirstMerit Bank January 1992 - December 1996
Skills
Series 63, Series 7, Mutual Funds, Retirement, Investments, Financial Services, 401k, Pensions, Asset Allocation, Retirement Planning, RFP, Project Management, Risk Management, Business Analysis, Asset Managment, ERISA, FINRA, Securities, Series 24, Asset Management
Education
The University of Akron 1989 — 1995
The University of Akron 1988 — 1995
BA, English/Finance
Charles Schwab 1996 - Present
Charles Schwab Corporate 2007 - 2010
Charles Schwab February 2006 - February 2007
Charles Schwab February 2003 - February 2006
Charles Schwab January 1998 - April 2003
FirstMerit Bank January 1992 - December 1996
Skills
Series 63, Series 7, Mutual Funds, Retirement, Investments, Financial Services, 401k, Pensions, Asset Allocation, Retirement Planning, RFP, Project Management, Risk Management, Business Analysis, Asset Managment, ERISA, FINRA, Securities, Series 24, Asset Management
Education
The University of Akron 1989 — 1995
The University of Akron 1988 — 1995
BA, English/Finance
Jeff Mattern's Charles Schwab Experience June 2011 - Present
Job Sr Technical Project Manager at Paragon Consulting, Inc
Industry Information Technology and Services
Experience
Paragon Consulting, Inc June 2011 - Present
Charles Schwab June 2011 - Present
Fidelity National Information Services August 2009 - May 2011
Sallie Mae 2010 - 2010
Federated Investors July 2009 - August 2009
Federated Investors July 2009 - July 2009
A.C. Coy 2009 - 2009
National City Bank January 2007 - October 2008
Mirifex January 2007 - October 2008
CitiFinancial September 2002 - December 2007
Skills
Banking, Management, Microsoft SQL Server, Project Management, Business Analysis
Education
The University of Akron 1989 — 1994
Finance, Finance, Internation Business, Spanish
University of Akron 1989 — 1994
B.S.B.A, Finance/Intl Business
Universidad Autónoma de Guadalajara 1990 — 1991
Spanish - Latin Amer Studies
Wadsworth High Schoool 1986 — 1989
Paragon Consulting, Inc June 2011 - Present
Charles Schwab June 2011 - Present
Fidelity National Information Services August 2009 - May 2011
Sallie Mae 2010 - 2010
Federated Investors July 2009 - August 2009
Federated Investors July 2009 - July 2009
A.C. Coy 2009 - 2009
National City Bank January 2007 - October 2008
Mirifex January 2007 - October 2008
CitiFinancial September 2002 - December 2007
Skills
Banking, Management, Microsoft SQL Server, Project Management, Business Analysis
Education
The University of Akron 1989 — 1994
Finance, Finance, Internation Business, Spanish
University of Akron 1989 — 1994
B.S.B.A, Finance/Intl Business
Universidad Autónoma de Guadalajara 1990 — 1991
Spanish - Latin Amer Studies
Wadsworth High Schoool 1986 — 1989
Terrence Smith Jr., CPC, QPA, QKA's Charles Schwab Experience January 1996 - September 2002
Job Assistant Vice President, Account Manager at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
USI Consulting Group 2009 - Present
Fidelity Investments 2005 - 2009
Wachovia, A Wells Fargo Company September 2002 - June 2005
Charles Schwab January 1996 - September 2002
Skills
Investments, 401k, Insurance, Mutual Funds, Securities, Retirement Planning, Investment Advisory, Retirement, Asset Allocation, Finance, Relationship Management, Series 63
Education
The University of Akron
BSBA, Finance/Accounting
Loren Anderson's Charles Schwab Experience September 1998 - Present
Job Managing Director Relationship Management
Industry Financial Services
Experience
Charles Schwab September 1998 - Present
Education
The Ohio State University 1991 — 1996
BS, Psychology
Charles Schwab September 1998 - Present
Education
The Ohio State University 1991 — 1996
BS, Psychology
Anthony R Feora's Charles Schwab Experience March 2009 - Present
Job Managing Director Client Services
Industry Financial Services
Experience
Charles Schwab March 2009 - Present
Big Brothers and Big Sisters December 2007 - Present
Charles Schwab July 2005 - Present
Charles Schwab February 2004 - Present
Charles Schwab May 2001 - Present
Charles Schwab July 1999 - Present
Charles Schwab July 1998 - Present
The University of Akron August 2009 - August 2011
KeyBank March 1997 - July 1998
KeyBank January 1996 - March 1997
Skills
Mutual Funds, Investments, Financial Services, Business Planning, 401k, Securities, Asset Allocation, Retirement, Alternative Investments, Relationship Management, Retirement Planning, Employee Benefits, Leadership, Management, Pensions
Education
The University of Akron 1985 — 1990
Bachelor of Science (B.S.), Finance, General
Firestone High School
Charles Schwab March 2009 - Present
Big Brothers and Big Sisters December 2007 - Present
Charles Schwab July 2005 - Present
Charles Schwab February 2004 - Present
Charles Schwab May 2001 - Present
Charles Schwab July 1999 - Present
Charles Schwab July 1998 - Present
The University of Akron August 2009 - August 2011
KeyBank March 1997 - July 1998
KeyBank January 1996 - March 1997
Skills
Mutual Funds, Investments, Financial Services, Business Planning, 401k, Securities, Asset Allocation, Retirement, Alternative Investments, Relationship Management, Retirement Planning, Employee Benefits, Leadership, Management, Pensions
Education
The University of Akron 1985 — 1990
Bachelor of Science (B.S.), Finance, General
Firestone High School
Jennifer Frasier's Charles Schwab Experience March 1999 - June 2013
Job Client Support Billing Specialist at FirstCredit, Inc/RevCare
Industry Financial Services
Experience
FirstCredit, Inc/RevCare December 2014 - Present
Cornerstone Medical April 2014 - Present
Charles Schwab March 1999 - June 2013
Ardmore, Inc August 1996 - March 1999
Arby's Restaurant April 1993 - April 1997
Skills
Customer Service, QuarkXPress, Microsoft Office, Data Entry
Education
The University of Akron 1994 — 1996
Social Services
St. Vincent - St. Mary 1989 — 1993
FirstCredit, Inc/RevCare December 2014 - Present
Cornerstone Medical April 2014 - Present
Charles Schwab March 1999 - June 2013
Ardmore, Inc August 1996 - March 1999
Arby's Restaurant April 1993 - April 1997
Skills
Customer Service, QuarkXPress, Microsoft Office, Data Entry
Education
The University of Akron 1994 — 1996
Social Services
St. Vincent - St. Mary 1989 — 1993
Violet Pitstick's Charles Schwab Experience June 2008 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
Charles Schwab March 2005 - June 2008
Stark State College January 2004 - June 2005
SS&G Investment Services, LLC November 2002 - February 2005
Oak Associates Funds January 2000 - October 2002
Skills
Retirement, 401k, Financial Services, Series 7, FINRA, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Management, Relationship Management, Leadership, CRM, Process Improvement
Education
The University of Akron 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of Akron 1994 — 1998
Bachelor's Degree, Marketing and International Business
Charles Schwab June 2008 - Present
Charles Schwab March 2005 - June 2008
Stark State College January 2004 - June 2005
SS&G Investment Services, LLC November 2002 - February 2005
Oak Associates Funds January 2000 - October 2002
Skills
Retirement, 401k, Financial Services, Series 7, FINRA, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Management, Relationship Management, Leadership, CRM, Process Improvement
Education
The University of Akron 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of Akron 1994 — 1998
Bachelor's Degree, Marketing and International Business
Joseph Ochoa's Charles Schwab Experience March 2003 - October 2003
Job Financial Services Professional
Industry Financial Services
Experience
USAA August 2011 - Present
Investment Professionals Inc September 2009 - February 2011
Raymond H. Riley Associates LLC January 2007 - March 2009
AllianceBernstein October 2003 - October 2006
Charles Schwab March 2003 - October 2003
Merrill Lynch May 1985 - February 2003
Texas Federal Savings June 1983 - May 1985
Skills
Series 7
Education
The University of Dallas 1979 — 1983
BA, Economics
USAA August 2011 - Present
Investment Professionals Inc September 2009 - February 2011
Raymond H. Riley Associates LLC January 2007 - March 2009
AllianceBernstein October 2003 - October 2006
Charles Schwab March 2003 - October 2003
Merrill Lynch May 1985 - February 2003
Texas Federal Savings June 1983 - May 1985
Skills
Series 7
Education
The University of Dallas 1979 — 1983
BA, Economics
Erik Kang's Charles Schwab Experience November 2013 - Present
Job guitarist/violinist for Margot and the Nuclear So and So's, partner at Mariel Recording Company
Industry Music
Experience
Charles Schwab November 2013 - Present
Mariel Recording Company 2010 - Present
Margot & The Nuclear So and So's 2006 - Present
Clancys Guitar School September 2012 - October 2013
Olentangy Village, MGI Communities March 2004 - September 2006
Skills
Music, Social Networking, Entertainment, Band, Guitar, Recording, Social Media, Blogging, Social Media Marketing, Online Marketing, Facebook, Customer Service, Event Management, Business Networking, Real Estate Transactions, Leases, Event Planning, Public Relations, Microsoft Office, Marketing, Music Industry, Editing, Press Releases, Creative Writing, Television, Public Speaking, Fundraising, Series 7, Series 63
Education
The Ohio State University Moritz College of Law 1999 — 2002
jd, law
The Ohio State University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Charles Schwab November 2013 - Present
Mariel Recording Company 2010 - Present
Margot & The Nuclear So and So's 2006 - Present
Clancys Guitar School September 2012 - October 2013
Olentangy Village, MGI Communities March 2004 - September 2006
Skills
Music, Social Networking, Entertainment, Band, Guitar, Recording, Social Media, Blogging, Social Media Marketing, Online Marketing, Facebook, Customer Service, Event Management, Business Networking, Real Estate Transactions, Leases, Event Planning, Public Relations, Microsoft Office, Marketing, Music Industry, Editing, Press Releases, Creative Writing, Television, Public Speaking, Fundraising, Series 7, Series 63
Education
The Ohio State University Moritz College of Law 1999 — 2002
jd, law
The Ohio State University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Tracey Henterly's Charles Schwab Experience October 2011 - August 2013
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Freelance Graphic Design Services July 2013 - Present
Charles Schwab October 2011 - August 2013
Freelance June 2009 - October 2011
Lexi-Comp, Inc. April 1994 - June 2009
Skills
Graphic Design, Corel Draw, Corel Photopaint, Photoshop, Graphics, Illustration, Illustrator, InDesign, Web Design, Advertising, Brochures, Direct Mail, Marketing, Publishing, Marketing Strategy, Catalogs, Trade Shows, Books, Adobe Creative Suite, Adobe Acrobat, Digital Photography, Digital Illustration, Digital Marketing, Digital Printing, Offset Printing, Screen Printing, Wide Format Printing, Variable Data Printing, Color Printing, AutoCAD, 3D Printing, Technical Documentation, Technical Writing, Production Support, Engraving, English, Writing, Data Entry, Banners, Collateral
Education
The University of Akron 1992 — 1996
Freelance Graphic Design Services July 2013 - Present
Charles Schwab October 2011 - August 2013
Freelance June 2009 - October 2011
Lexi-Comp, Inc. April 1994 - June 2009
Skills
Graphic Design, Corel Draw, Corel Photopaint, Photoshop, Graphics, Illustration, Illustrator, InDesign, Web Design, Advertising, Brochures, Direct Mail, Marketing, Publishing, Marketing Strategy, Catalogs, Trade Shows, Books, Adobe Creative Suite, Adobe Acrobat, Digital Photography, Digital Illustration, Digital Marketing, Digital Printing, Offset Printing, Screen Printing, Wide Format Printing, Variable Data Printing, Color Printing, AutoCAD, 3D Printing, Technical Documentation, Technical Writing, Production Support, Engraving, English, Writing, Data Entry, Banners, Collateral
Education
The University of Akron 1992 — 1996
Chris Crabbs's Charles Schwab Experience April 2010 - Present
Job Software Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2010 - Present
Tek Systems February 2010 - April 2010
JPMorgan Chase June 2005 - December 2009
Electronic Data Systems January 1999 - June 2005
Banc One Services Corporation July 1991 - October 1999
Computer People June 1990 - July 1991
Global Computer Group 1985 - 1989
Rockwell International 1984 - 1985
Skills
Visual Basic, Software Development, IMS DB/DC, Java, Integration, SDLC, SQL, Testing, Unix, Visio, Requirements Analysis, VB.NET, Microsoft SQL Server, Agile Methodologies, Business Analysis, SharePoint, COBOL, CICS
Education
The Ohio State University
B.S.Engineering, Computer Information Science
Charles Schwab April 2010 - Present
Tek Systems February 2010 - April 2010
JPMorgan Chase June 2005 - December 2009
Electronic Data Systems January 1999 - June 2005
Banc One Services Corporation July 1991 - October 1999
Computer People June 1990 - July 1991
Global Computer Group 1985 - 1989
Rockwell International 1984 - 1985
Skills
Visual Basic, Software Development, IMS DB/DC, Java, Integration, SDLC, SQL, Testing, Unix, Visio, Requirements Analysis, VB.NET, Microsoft SQL Server, Agile Methodologies, Business Analysis, SharePoint, COBOL, CICS
Education
The Ohio State University
B.S.Engineering, Computer Information Science
Earnie Niemi's Charles Schwab Experience March 1998 - April 2010
Job Regional Vice President Retirement Plan Counselor at American Funds Distributors
Industry Financial Services
Experience
American Funds Distributors April 2010 - Present
Charles Schwab March 1998 - April 2010
Furbay Electric August 1996 - March 1998
Ernst & Young December 1994 - August 1997
Skills
Retirement Planning, Accounting, Analysis, Auditing, Human Resources, Management, Defined Contribution, Mutual Funds, Employee Benefits, Financial Analysis
Education
The University of Akron 1987 — 1991
BS, Accounting
American Funds Distributors April 2010 - Present
Charles Schwab March 1998 - April 2010
Furbay Electric August 1996 - March 1998
Ernst & Young December 1994 - August 1997
Skills
Retirement Planning, Accounting, Analysis, Auditing, Human Resources, Management, Defined Contribution, Mutual Funds, Employee Benefits, Financial Analysis
Education
The University of Akron 1987 — 1991
BS, Accounting
Phil Kraft's Charles Schwab Experience April 2006 - Present
Job Senior Client Service Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2006 - Present
Fidelity Investments April 2005 - March 2006
Education
The University of Akron 1980 — 1985
Bachelor, Business Admin/Marketing
Charles Schwab April 2006 - Present
Fidelity Investments April 2005 - March 2006
Education
The University of Akron 1980 — 1985
Bachelor, Business Admin/Marketing
Tasha Humphrey's Charles Schwab Experience March 2012 - October 2012
Job CEO Humphrey Household
Industry Hospitality
Experience
Charles Schwab March 2012 - October 2012
Charles Schwab February 2007 - March 2012
ActionLink 2006 - 2007
United Way of Summit County 2006 - 2006
Skills
Retirement, Building Relationships, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Product Development, Marketing Communications, Marketing, Fundraising, Leadership, New Business Development, Public Speaking, Business Development, Management, Project Planning, Financial Services
Education
The University of Akron 2003 — 2006
Bachelors, Public Relations and Marketing, Magna Cum Laude
Charles Schwab March 2012 - October 2012
Charles Schwab February 2007 - March 2012
ActionLink 2006 - 2007
United Way of Summit County 2006 - 2006
Skills
Retirement, Building Relationships, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Product Development, Marketing Communications, Marketing, Fundraising, Leadership, New Business Development, Public Speaking, Business Development, Management, Project Planning, Financial Services
Education
The University of Akron 2003 — 2006
Bachelors, Public Relations and Marketing, Magna Cum Laude
Christopher Gilkerson's Charles Schwab Experience February 1999 - Present
Job SVP, General Counsel of Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab February 1999 - Present
U.S. Securities and Exchange Commission 1995 - 1999
Hogan & Hartson 1992 - 1994
Education
Yale Law School 1988 — 1991
Doctor of Law (J.D.)
The Ohio State University 1984 — 1987
B.A., Political Science, summa cum laude
Charles Schwab February 1999 - Present
U.S. Securities and Exchange Commission 1995 - 1999
Hogan & Hartson 1992 - 1994
Education
Yale Law School 1988 — 1991
Doctor of Law (J.D.)
The Ohio State University 1984 — 1987
B.A., Political Science, summa cum laude
Amy Stansky's Charles Schwab Experience October 2008 - July 2009
Job Paralegal, Legal/Regulatory Research, Analyst
Industry Legal Services
Experience
Dairy Farmers of America July 2014 - Present
FirstEnergy Solutions June 2012 - September 2013
The University of Akron August 2010 - May 2012
The Timken Company April 2010 - August 2010
YRCW March 2009 - February 2010
Charles Schwab October 2008 - July 2009
Giant Eagle June 2002 - September 2007
Skills
Data Analysis, PowerPoint, Research, Excel, Technical Writing, Microsoft Office
Education
The University of Akron 2013 — 2014
Certificate in Paralegal Studies, Legal Assistant/Paralegal
The University of Akron 2010 — 2012
MA, International Politics
The University of Akron 2006 — 2008
BA, International Politics
Dairy Farmers of America July 2014 - Present
FirstEnergy Solutions June 2012 - September 2013
The University of Akron August 2010 - May 2012
The Timken Company April 2010 - August 2010
YRCW March 2009 - February 2010
Charles Schwab October 2008 - July 2009
Giant Eagle June 2002 - September 2007
Skills
Data Analysis, PowerPoint, Research, Excel, Technical Writing, Microsoft Office
Education
The University of Akron 2013 — 2014
Certificate in Paralegal Studies, Legal Assistant/Paralegal
The University of Akron 2010 — 2012
MA, International Politics
The University of Akron 2006 — 2008
BA, International Politics
Jeanne Lipson's Charles Schwab Experience 1985 - 1998
Job CoChair, YES Ross Valley Schools Foundation
Industry Management Consulting
Experience
YES Ross Valley Schools Foundation October 2007 - Present
Charles Schwab 1985 - 1998
Skills
Strategic Planning, Product Management, Business Strategy, Start-ups, Marketing Strategy, Entrepreneurship, Strategy, Strategic Partnerships, Management Consulting, Mergers, Venture Capital, Organizational..., Executive Management, Competitive Analysis, Program Management, Business Planning, Corporate Development, Investments, Change Management, Marketing, Leadership, Cross-functional Team..., Product Marketing, Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance
The University of North Dakota
BSBA, summa cum laude, Economics
YES Ross Valley Schools Foundation October 2007 - Present
Charles Schwab 1985 - 1998
Skills
Strategic Planning, Product Management, Business Strategy, Start-ups, Marketing Strategy, Entrepreneurship, Strategy, Strategic Partnerships, Management Consulting, Mergers, Venture Capital, Organizational..., Executive Management, Competitive Analysis, Program Management, Business Planning, Corporate Development, Investments, Change Management, Marketing, Leadership, Cross-functional Team..., Product Marketing, Business Development
Education
The University of Chicago Booth School of Business
MBA, Finance
The University of North Dakota
BSBA, summa cum laude, Economics
Tim J Barker's Charles Schwab Experience 1983 - 1986
Job Sr Staff Accountant at US Securities and Exchange Commission
Industry Law Enforcement
Experience
US Securities and Exchange Commission May 1988 - Present
Carteret Savings & Loan 1986 - 1988
Charles Schwab 1983 - 1986
Skills
Securities Regulation
Education
The Ohio State University 1978 — 1983
B.S.B.A, Finance
US Securities and Exchange Commission May 1988 - Present
Carteret Savings & Loan 1986 - 1988
Charles Schwab 1983 - 1986
Skills
Securities Regulation
Education
The Ohio State University 1978 — 1983
B.S.B.A, Finance
Dawn Buscher's Charles Schwab Experience 2009 - 2012
Job Private Client Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Charles Schwab 2009 - 2012
Fidelity Investments 1993 - 2011
Education
The University of Dallas
Master of Business Administration (MBA), Financial Planning and Services
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments 2012 - Present
Charles Schwab 2009 - 2012
Fidelity Investments 1993 - 2011
Education
The University of Dallas
Master of Business Administration (MBA), Financial Planning and Services
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, General
Sharon Valasek's Charles Schwab Experience April 2000 - January 2004
Job Senior Data Conversion Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2004 - Present
Fidelity Investments March 2004 - March 2005
Charles Schwab April 2000 - January 2004
Sky Bank (The Ohio Bank) August 1996 - April 2000
Findley Davies, Inc. December 1989 - August 1996
National City Bank March 1986 - November 1989
National City Bank August 1983 - March 1986
Lucas County Domestic Relations Court August 1982 - August 1983
Skills
Analysis, Employee Benefits, Data Analysis, CRM, Training, Financial Services, Payroll, Customer Service, Finance, Accounting, Business Planning, Investments, Auditing, Mergers & Acquisitions, Account Reconciliation, Mutual Funds, Wealth Management, Process Improvement, Relationship Management, Strategic Planning, Business Analysis, Requirements Gathering, Risk Management, Microsoft Excel, Microsoft Word, 401k, Requirements Analysis, Portfolio Management, Retirement, Securities, Series 7, Vendor Management, Outlook, Asset Allocation, Series 63, Business Requirements, Access
Education
The University of Findlay 1998 — 2000
Master's, MBA
University of Toledo 1986 — 1989
Bachelor's of Science, Human Systems Studies
Terra Technical College 1980 — 1982
Associates, Business
Fidelity Investments March 2004 - Present
Fidelity Investments March 2004 - March 2005
Charles Schwab April 2000 - January 2004
Sky Bank (The Ohio Bank) August 1996 - April 2000
Findley Davies, Inc. December 1989 - August 1996
National City Bank March 1986 - November 1989
National City Bank August 1983 - March 1986
Lucas County Domestic Relations Court August 1982 - August 1983
Skills
Analysis, Employee Benefits, Data Analysis, CRM, Training, Financial Services, Payroll, Customer Service, Finance, Accounting, Business Planning, Investments, Auditing, Mergers & Acquisitions, Account Reconciliation, Mutual Funds, Wealth Management, Process Improvement, Relationship Management, Strategic Planning, Business Analysis, Requirements Gathering, Risk Management, Microsoft Excel, Microsoft Word, 401k, Requirements Analysis, Portfolio Management, Retirement, Securities, Series 7, Vendor Management, Outlook, Asset Allocation, Series 63, Business Requirements, Access
Education
The University of Findlay 1998 — 2000
Master's, MBA
University of Toledo 1986 — 1989
Bachelor's of Science, Human Systems Studies
Terra Technical College 1980 — 1982
Associates, Business
Jeremy Heldman's Charles Schwab Experience February 2011 - Present
Job Retirement Plan Services Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2011 - Present
Education
The University of Akron 1999 — 2006
BS, Business Administration/ Finance
Charles Schwab February 2011 - Present
Education
The University of Akron 1999 — 2006
BS, Business Administration/ Finance
Megan Tompkins's Charles Schwab Experience
Job Internal Control Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Risk Management, Process Improvement, Financial Services, Banking
Education
The Ohio State University
Bachelor of Arts (B.A.)
Charles Schwab
Skills
Risk Management, Process Improvement, Financial Services, Banking
Education
The Ohio State University
Bachelor of Arts (B.A.)
Holly Rounds's Charles Schwab Experience June 2014 - Present
Job Managing Director, Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Education
The Ohio State University
Bachelor of Science (BS), Family Resource Management Studies, General
Charles Schwab June 2014 - Present
Education
The Ohio State University
Bachelor of Science (BS), Family Resource Management Studies, General
Jeffrey Towles's Charles Schwab Experience May 2002 - March 2004
Job Vice President / Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2008 - Present
Fidelity Investments March 2004 - October 2008
Charles Schwab May 2002 - March 2004
Education
The Ohio State University
Bachelor of Arts (B.A.)
Fidelity Investments November 2008 - Present
Fidelity Investments March 2004 - October 2008
Charles Schwab May 2002 - March 2004
Education
The Ohio State University
Bachelor of Arts (B.A.)
Ana Balsizer's Charles Schwab Experience July 2000 - October 2002
Job Insurance Agent
Industry Insurance
Experience
OPTUM September 2013 - April 2014
Capital One June 2006 - December 2011
Independent Contractor, Insurance Agent July 2004 - June 2006
Onion Creek Mortgage June 1999 - June 2004
Charles Schwab July 2000 - October 2002
Skills
Sales and presentation..., Insurance, Life Insurance, General Insurance, Term Life Insurance, Health Insurance, Underwriting, Disability Insurance, Fixed Annuities, Loans, Mortgage Lending, Risk Management, Banking, Investments, Retail Banking
Education
The Philippine Women's University 1974 — 1978
Bachelor's Degree, Business Administration/ International Business
OPTUM September 2013 - April 2014
Capital One June 2006 - December 2011
Independent Contractor, Insurance Agent July 2004 - June 2006
Onion Creek Mortgage June 1999 - June 2004
Charles Schwab July 2000 - October 2002
Skills
Sales and presentation..., Insurance, Life Insurance, General Insurance, Term Life Insurance, Health Insurance, Underwriting, Disability Insurance, Fixed Annuities, Loans, Mortgage Lending, Risk Management, Banking, Investments, Retail Banking
Education
The Philippine Women's University 1974 — 1978
Bachelor's Degree, Business Administration/ International Business
Lisa Consilio's Charles Schwab Experience 1996 - Present
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1996 - Present
Education
The University of Akron
Charles Schwab 1996 - Present
Education
The University of Akron
Todd Bleichrodt's Charles Schwab Experience May 1996 - March 2003
Job General Manager at Camping World and Good Sam
Industry Retail
Experience
Camping World and Good Sam March 2003 - Present
Charles Schwab May 1996 - March 2003
Education
The University of Akron
Bachelor's Degree, Accounting
Camping World and Good Sam March 2003 - Present
Charles Schwab May 1996 - March 2003
Education
The University of Akron
Bachelor's Degree, Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank