Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
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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
Gail Gill, CFP® Gail Gill, CFP®'s Charles Schwab Experience August 2007 - March 2013
Job Pie Charts Financial
Industry Financial Services
Experience
Pie Charts Financial April 2013 - Present
Charles Schwab August 2007 - March 2013
Charles Schwab April 2003 - July 2007
Charles Schwab March 2002 - March 2003
Charles Schwab December 1997 - February 2002
Charles Schwab December 1996 - November 1997
Skills
Wealth Management, Strategic Financial..., College Education..., Retirement Planning, Estate Planning, Insurance Licensed, Life Insurance, Annuities, Risk Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Series 7, 8, 63, 66, Financial Advisory
Education
University of Texas-CFP / Indiana University-BS Finance
Certified Financial Planning / Finance
The University of Texas at Austin
Certified Financial Planning Certificate at University of Texas, Austin
Indiana University, Kelley School of Business
Finance/Economics, Graduated with Distinction
Pie Charts Financial April 2013 - Present
Charles Schwab August 2007 - March 2013
Charles Schwab April 2003 - July 2007
Charles Schwab March 2002 - March 2003
Charles Schwab December 1997 - February 2002
Charles Schwab December 1996 - November 1997
Skills
Wealth Management, Strategic Financial..., College Education..., Retirement Planning, Estate Planning, Insurance Licensed, Life Insurance, Annuities, Risk Management, Investment Advisory, Asset Allocation, Mutual Funds, ETFs, Series 7, 8, 63, 66, Financial Advisory
Education
University of Texas-CFP / Indiana University-BS Finance
Certified Financial Planning / Finance
The University of Texas at Austin
Certified Financial Planning Certificate at University of Texas, Austin
Indiana University, Kelley School of Business
Finance/Economics, Graduated with Distinction
Vanessa Cobb Vanessa Cobb's Charles Schwab Experience January 2012 - August 2012
Job Account Sales Specialist at GoDaddy
Industry Marketing and Advertising
Experience
GoDaddy February 2014 - Present
Dun and Bradstreet Credibility Corp. June 2013 - August 2013
Ricoh USA August 2012 - May 2013
Charles Schwab January 2012 - August 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments September 2008 - April 2009
Elephant Bar October 2006 - August 2008
Applebee's May 2003 - September 2006
Keva Juice April 2001 - April 2003
Skills
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Outlook, Lotus Notes, DOS, NICE Call Recording, SharePoint, Oracle Applications, CLAS, HRIS Database Management, Sage Abra HRMS, PowerPoint, CRM, Call Centers, Analysis, Communication, Customer Satisfaction, Customer Service, Management, Teamwork, Training, Sales, Quality Assurance, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration, Marketing Management
GoDaddy February 2014 - Present
Dun and Bradstreet Credibility Corp. June 2013 - August 2013
Ricoh USA August 2012 - May 2013
Charles Schwab January 2012 - August 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments September 2008 - April 2009
Elephant Bar October 2006 - August 2008
Applebee's May 2003 - September 2006
Keva Juice April 2001 - April 2003
Skills
Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Outlook, Lotus Notes, DOS, NICE Call Recording, SharePoint, Oracle Applications, CLAS, HRIS Database Management, Sage Abra HRMS, PowerPoint, CRM, Call Centers, Analysis, Communication, Customer Satisfaction, Customer Service, Management, Teamwork, Training, Sales, Quality Assurance, Leadership
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration, Marketing Management
Ray Goldbeck, CIR, CSSR's Charles Schwab Experience January 1999 - December 2002
Job Connecting talent with opportunity at Stewart Title America's trusted partner for real estate services.
Industry Real Estate
Experience
Stewart Title October 2013 - Present
Clayton Homes February 2010 - October 2013
Clayton Homes April 2009 - January 2010
Palm Harbor Homes April 2006 - April 2009
RSI - Radiology Group February 2004 - August 2005
Charles Schwab January 1999 - December 2002
Aerotek January 1996 - December 1998
Skills
Recruiting, Selling, Real Estate, Sales Management, Team Building, New Business Development, Strategic Planning, Sales Process, Human Resources, Finance, Business Development, Mortgage Lending, Talent Acquisition, Employee Relations, Hiring, Team Leadership, Talent Management, Sales, Interviews, Cold Calling, Marketing, Leadership, Budgets, Training, Management, Leadership Development, Marketing Strategy, Retail, Performance Management
Education
The University of Memphis 1990 — 1995
BBA, Accounting
Stewart Title October 2013 - Present
Clayton Homes February 2010 - October 2013
Clayton Homes April 2009 - January 2010
Palm Harbor Homes April 2006 - April 2009
RSI - Radiology Group February 2004 - August 2005
Charles Schwab January 1999 - December 2002
Aerotek January 1996 - December 1998
Skills
Recruiting, Selling, Real Estate, Sales Management, Team Building, New Business Development, Strategic Planning, Sales Process, Human Resources, Finance, Business Development, Mortgage Lending, Talent Acquisition, Employee Relations, Hiring, Team Leadership, Talent Management, Sales, Interviews, Cold Calling, Marketing, Leadership, Budgets, Training, Management, Leadership Development, Marketing Strategy, Retail, Performance Management
Education
The University of Memphis 1990 — 1995
BBA, Accounting
Matthew Baser Matthew Baser's Charles Schwab Experience April 2012 - Present
Job Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Dish Network May 2011 - April 2012
Aspen Skiing Company January 2008 - August 2010
University of New Mexico January 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Charles Schwab April 2012 - Present
Dish Network May 2011 - April 2012
Aspen Skiing Company January 2008 - August 2010
University of New Mexico January 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of New Mexico - Robert O. Anderson School of Management 2005 — 2007
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Ty Palmer Ty Palmer's Charles Schwab Experience July 2000 - December 2000
Job Director StickyGuide.com Dispensarytools.com
Industry Internet
Experience
StickyGuide.com - DispensaryTools.com August 2010 - Present
91Life.StickyGuide.com October 2012 - Present
Stoned.FM January 2011 - Present
BestCannabis.com January 2011 - May 2015
Ladybud.com January 2015 - February 2015
Charles Schwab July 2000 - December 2000
T. Rowe Price September 1997 - January 2000
Skills
Social Media, Strategic Planning, Marketing, New Business Development, Marketing Strategy, Customer Service, Entrepreneurship, Public Relations, Online Marketing, Public Speaking, Social Networking, Social Media Marketing, Advertising, Online Advertising, Email Marketing, Event Planning, Start-ups, Event Management, Small Business, SEO
Education
University of South Florida - College of Business Administration 1994 — 1996
Bachelor's degree, Business Administration
The University of North Dakota 1992 — 1994
Business Administration
StickyGuide.com - DispensaryTools.com August 2010 - Present
91Life.StickyGuide.com October 2012 - Present
Stoned.FM January 2011 - Present
BestCannabis.com January 2011 - May 2015
Ladybud.com January 2015 - February 2015
Charles Schwab July 2000 - December 2000
T. Rowe Price September 1997 - January 2000
Skills
Social Media, Strategic Planning, Marketing, New Business Development, Marketing Strategy, Customer Service, Entrepreneurship, Public Relations, Online Marketing, Public Speaking, Social Networking, Social Media Marketing, Advertising, Online Advertising, Email Marketing, Event Planning, Start-ups, Event Management, Small Business, SEO
Education
University of South Florida - College of Business Administration 1994 — 1996
Bachelor's degree, Business Administration
The University of North Dakota 1992 — 1994
Business Administration
Traci Weishaar Traci Weishaar's Charles Schwab Experience 2000 - 2002
Job Global Financial Markets
Industry Capital Markets
Experience
TradeStation Securities (Independent) 2010 - Present
Missouri Coaltion for Lifesaving Cures 2004 - 2006
Citigroup - Smith Barney 2002 - 2005
Charles Schwab 2000 - 2002
Local Retail Running Speciality Chain 1998 - 2000
Education
University of Colorado Denver
M.B.A., Strategic Management
University of Kansas
B.A., Cellular Biology
TradeStation Securities (Independent) 2010 - Present
Missouri Coaltion for Lifesaving Cures 2004 - 2006
Citigroup - Smith Barney 2002 - 2005
Charles Schwab 2000 - 2002
Local Retail Running Speciality Chain 1998 - 2000
Education
University of Colorado Denver
M.B.A., Strategic Management
University of Kansas
B.A., Cellular Biology
Debrorah Eberhart Debrorah Eberhart's Charles Schwab Experience 2011 - 2012
Job Unix System Administrator at Apex Systems (Wells Fargo Account)
Industry Information Technology and Services
Experience
Apex Systems (Wells Fargo Account) November 2014 - Present
PPS InfoTech September 2013 - October 2014
Wells Fargo 2014 - 2014
Charles Schwab 2011 - 2012
TAC Worldwide June 2006 - March 2007
Vitesse Semiconductor 2000 - 2002
Skills
Unix, Red Hat Linux, System Administration, Solaris, AIX, Servers, Unix Shell Scripting, Quality Auditing, Employee Training, Technical Documentation, Document Review, IT Asset Management, Access Control, IT Operations, Command Center, System Monitoring, Learning Quickly, Shell Scripting, Linux, Apache, IBM AIX, Data Center, Operating Systems, Security, Software Documentation, HP-UX, Configuration Management, Quality Improvement, Integration
Education
The University of New Mexico 1989 — 1993
Bachelor's degree
The University of New Mexico 1989 — 1993
Apex Systems (Wells Fargo Account) November 2014 - Present
PPS InfoTech September 2013 - October 2014
Wells Fargo 2014 - 2014
Charles Schwab 2011 - 2012
TAC Worldwide June 2006 - March 2007
Vitesse Semiconductor 2000 - 2002
Skills
Unix, Red Hat Linux, System Administration, Solaris, AIX, Servers, Unix Shell Scripting, Quality Auditing, Employee Training, Technical Documentation, Document Review, IT Asset Management, Access Control, IT Operations, Command Center, System Monitoring, Learning Quickly, Shell Scripting, Linux, Apache, IBM AIX, Data Center, Operating Systems, Security, Software Documentation, HP-UX, Configuration Management, Quality Improvement, Integration
Education
The University of New Mexico 1989 — 1993
Bachelor's degree
The University of New Mexico 1989 — 1993
Sam Mobley Sam Mobley's Charles Schwab Experience January 2011 - May 2012
Job Recruitment Relationship Manager, Internal Recruiting at Allegis Global Solutions
Industry Human Resources
Experience
Allegis Global Solutions January 2015 - Present
Allegis Global Solutions May 2012 - January 2015
Charles Schwab January 2011 - May 2012
McKesson Specialty Care Solutions August 2010 - January 2011
Edward Jones December 2005 - July 2010
Knowledge Workers, Inc January 1999 - January 2000
TEKsystems July 1997 - December 1998
Skills
Building Relationships, Talent Acquisition, Recruiting, Talent Management, Sourcing, Contract Recruitment, Cold Calling, Human Resources, Resume Writing, Screening Resumes, Employer Branding, RPO, Interviews, Onboarding, Leadership, Management, Training, Employee Relations, Applicant Tracking..., Hiring, Screening, Consulting, CRM, Internet Recruiting, Strategy, Technical Recruiting, IT Recruitment, College Recruiting, Executive Search, Staffing Services, Temporary Placement
Education
University of Iowa 1991 — 1996
B.A, Political Science
University of Kansas 1990 — 1990
Bachelor of Arts (B.A.), Studied Political Science before transfer
Allegis Global Solutions January 2015 - Present
Allegis Global Solutions May 2012 - January 2015
Charles Schwab January 2011 - May 2012
McKesson Specialty Care Solutions August 2010 - January 2011
Edward Jones December 2005 - July 2010
Knowledge Workers, Inc January 1999 - January 2000
TEKsystems July 1997 - December 1998
Skills
Building Relationships, Talent Acquisition, Recruiting, Talent Management, Sourcing, Contract Recruitment, Cold Calling, Human Resources, Resume Writing, Screening Resumes, Employer Branding, RPO, Interviews, Onboarding, Leadership, Management, Training, Employee Relations, Applicant Tracking..., Hiring, Screening, Consulting, CRM, Internet Recruiting, Strategy, Technical Recruiting, IT Recruitment, College Recruiting, Executive Search, Staffing Services, Temporary Placement
Education
University of Iowa 1991 — 1996
B.A, Political Science
University of Kansas 1990 — 1990
Bachelor of Arts (B.A.), Studied Political Science before transfer
Jun Huang Jun Huang's Charles Schwab Experience May 2000 - July 2005
Job Executive Director, Enterprise Architecture at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente April 2015 - Present
Kaiser Permanente October 2014 - April 2015
Kaiser Permanente October 2012 - October 2014
Kaiser Permanente March 2012 - October 2012
Kaiser Permanente June 2011 - March 2012
Kaiser Permanente July 2005 - June 2011
Charles Schwab May 2000 - July 2005
Burntsand 1999 - 2000
eCharge Corporation 1998 - 1999
Infowave Software 1997 - 1998
Skills
Agile Methodologies, IT Strategy, Governance, SOA, Enterprise Architecture, Mobile Applications, Web Applications, Teaching, Management, Research, Strategic Planning, Software Development, Architecture, Solution Architecture, Java Enterprise Edition, Leadership, Web Services, Strategy, Vendor Management, Cross-functional Team..., UML, Mobile Devices, Oracle, Software Engineering, SQL, Architectures, Distributed Systems
Education
University of Manchester, UK 1987 — 1990
PhD, Expert Systems in Industrial Control
The University of Manchester
PhD, Electrical and Electronics Engineering
Kaiser Permanente April 2015 - Present
Kaiser Permanente October 2014 - April 2015
Kaiser Permanente October 2012 - October 2014
Kaiser Permanente March 2012 - October 2012
Kaiser Permanente June 2011 - March 2012
Kaiser Permanente July 2005 - June 2011
Charles Schwab May 2000 - July 2005
Burntsand 1999 - 2000
eCharge Corporation 1998 - 1999
Infowave Software 1997 - 1998
Skills
Agile Methodologies, IT Strategy, Governance, SOA, Enterprise Architecture, Mobile Applications, Web Applications, Teaching, Management, Research, Strategic Planning, Software Development, Architecture, Solution Architecture, Java Enterprise Edition, Leadership, Web Services, Strategy, Vendor Management, Cross-functional Team..., UML, Mobile Devices, Oracle, Software Engineering, SQL, Architectures, Distributed Systems
Education
University of Manchester, UK 1987 — 1990
PhD, Expert Systems in Industrial Control
The University of Manchester
PhD, Electrical and Electronics Engineering
Ryan Eshelman Ryan Eshelman's Charles Schwab Experience August 2006 - May 2013
Job Risk Analyst at Phillips 66.
Industry Oil & Energy
Experience
Phillips 66 October 2015 - Present
Sunoco LP. December 2014 - October 2015
Susser Petroleum Partners August 2013 - December 2014
Charles Schwab August 2006 - May 2013
Barton Creek Resort & Spa June 2003 - July 2006
Education
The University of Texas at Austin 2000 — 2005
B.A. Economics
Phillips 66 October 2015 - Present
Sunoco LP. December 2014 - October 2015
Susser Petroleum Partners August 2013 - December 2014
Charles Schwab August 2006 - May 2013
Barton Creek Resort & Spa June 2003 - July 2006
Education
The University of Texas at Austin 2000 — 2005
B.A. Economics
Andrew Weltz's Charles Schwab Experience September 2012 - Present
Job Independent Branch Leader & Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
National Planning Group March 2011 - September 2012
Midland States Bank March 2008 - February 2010
US Bank 2006 - 2008
Bank of America 2001 - 2006
Charles Schwab 1999 - 2002
Fidelity Investments 1993 - 1999
Education
University of Kansas
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab September 2012 - Present
National Planning Group March 2011 - September 2012
Midland States Bank March 2008 - February 2010
US Bank 2006 - 2008
Bank of America 2001 - 2006
Charles Schwab 1999 - 2002
Fidelity Investments 1993 - 1999
Education
University of Kansas
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Kamal Zamer Kamal Zamer's Charles Schwab Experience May 2015 - Present
Job Lead Software Engineer, Product Owner at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2015 - Present
eBay Inc July 2012 - June 2015
eBay July 2012 - May 2015
Emergent Space Technologies, Inc. July 2010 - August 2012
Ultra Electronics Advanced Tactical Systems June 2006 - July 2010
IBM Global Services July 2005 - May 2006
Lenco Lumber Company June 2004 - August 2004
Lenco Lumber Company June 2003 - August 2003
Skills
Software Engineering, Software Development, Linux, Java, Perl, XML, JavaScript, Java Enterprise Edition, J2EE Application..., Web Applications, C++, MySQL, REST, Embedded Systems, Visual Studio, Subversion, Apache, Architectures, JUnit, Spring, Git, Spring Framework, Shell Scripting, Team Leadership, Agile Application..., Mentoring New Hires, Knowledge Sharing, J2EE Web Services, Unit Testing, Appcelerator
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Science
Charles Schwab May 2015 - Present
eBay Inc July 2012 - June 2015
eBay July 2012 - May 2015
Emergent Space Technologies, Inc. July 2010 - August 2012
Ultra Electronics Advanced Tactical Systems June 2006 - July 2010
IBM Global Services July 2005 - May 2006
Lenco Lumber Company June 2004 - August 2004
Lenco Lumber Company June 2003 - August 2003
Skills
Software Engineering, Software Development, Linux, Java, Perl, XML, JavaScript, Java Enterprise Edition, J2EE Application..., Web Applications, C++, MySQL, REST, Embedded Systems, Visual Studio, Subversion, Apache, Architectures, JUnit, Spring, Git, Spring Framework, Shell Scripting, Team Leadership, Agile Application..., Mentoring New Hires, Knowledge Sharing, J2EE Web Services, Unit Testing, Appcelerator
Education
The University of Texas at Austin 2002 — 2006
BS, Computer Science
Natalie Dixon's Charles Schwab Experience September 2012 - June 2013
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Great-West Financial July 2013 - April 2015
Charles Schwab September 2012 - June 2013
Wells Fargo December 2011 - September 2012
Northwestern Mutual June 2011 - November 2011
Skills
Customer Service, Microsoft Office, Accuracy, Internal Communications, Conversational Spanish, Time Management, Goal Oriented, Sales, Spanish, Financial Analysis, Leadership, Access, Series 7, Microsoft Excel, Retirement Planning, PowerPoint, Marketing, Investments, Mutual Funds, Finance, Insurance, Team Leadership, Securities, Analysis, Training, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Austin 2010 — 2012
BA, Economics
Morgan Stanley April 2015 - Present
Great-West Financial July 2013 - April 2015
Charles Schwab September 2012 - June 2013
Wells Fargo December 2011 - September 2012
Northwestern Mutual June 2011 - November 2011
Skills
Customer Service, Microsoft Office, Accuracy, Internal Communications, Conversational Spanish, Time Management, Goal Oriented, Sales, Spanish, Financial Analysis, Leadership, Access, Series 7, Microsoft Excel, Retirement Planning, PowerPoint, Marketing, Investments, Mutual Funds, Finance, Insurance, Team Leadership, Securities, Analysis, Training, Strategic Financial..., Risk Management, Financial Modeling
Education
The University of Texas at Austin 2010 — 2012
BA, Economics
Jessica Hensley Tillberg's Charles Schwab Experience 2012 - Present
Job Training Implementation at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab 2012 - Present
Charles Schwab 2009 - 2012
Tek Systems June 2008 - January 2009
Allen Press March 2007 - May 2008
Skills
Project Management, Program Management, Technical Writing, SharePoint, Instructional Design, Captivate, Software Documentation, Content Management, Social Media, Microsoft Office, Change Management, Process Improvement, PMO, Leadership, Needs Analysis, Copywriting, Vendor Management, Software Project..., Management, Business Analysis
Education
University of Kansas 2003 — 2006
Bachelor's Degree, English Language and Literature, General
Charles Schwab 2012 - Present
Charles Schwab 2009 - 2012
Tek Systems June 2008 - January 2009
Allen Press March 2007 - May 2008
Skills
Project Management, Program Management, Technical Writing, SharePoint, Instructional Design, Captivate, Software Documentation, Content Management, Social Media, Microsoft Office, Change Management, Process Improvement, PMO, Leadership, Needs Analysis, Copywriting, Vendor Management, Software Project..., Management, Business Analysis
Education
University of Kansas 2003 — 2006
Bachelor's Degree, English Language and Literature, General
Jay Harrison Jay Harrison's Charles Schwab Experience May 2011 - October 2011
Job //Recruiter at Facebook
Industry Information Technology and Services
Experience
Google October 2013 - October 2014
Electronic Arts October 2011 - October 2013
Charles Schwab May 2011 - October 2011
Cornerstone Technical Consulting January 2010 - May 2011
Sapphire Technologies June 2008 - January 2010
Triple Crown Consulting April 2007 - June 2008
Daversa Partners March 2006 - April 2007
Skills
HP-UX, Windows, Perl, Solaris, AIX, Linux, Talent Acquisition, Recruiting, Screening, .NET, Unix, Oracle, Web Services, Java, SDLC, JavaScript, Python, Software Development, Apache, Microsoft SQL Server, Technical Recruiting, Internet Recruiting, Interviews, Sourcing, College Recruiting, Cold Calling, Applicant Tracking..., Business Intelligence, REST, Benefits Negotiation, Contract Recruitment, Screening Resumes, Temporary Placement, Java Enterprise Edition, Networking, C++, IT Recruitment, Permanent Placement, PHP, Talent Management, Employer Branding, Staff Augmentation, Onboarding, Search, Executive Search, SOAP, Staffing Services, Web Development, System Administration, Management
Education
The University of Texas at Austin 2000 — 2005
Bachelors Degree in Government, Economics
Plano Senior High 1998 — 2000
Google October 2013 - October 2014
Electronic Arts October 2011 - October 2013
Charles Schwab May 2011 - October 2011
Cornerstone Technical Consulting January 2010 - May 2011
Sapphire Technologies June 2008 - January 2010
Triple Crown Consulting April 2007 - June 2008
Daversa Partners March 2006 - April 2007
Skills
HP-UX, Windows, Perl, Solaris, AIX, Linux, Talent Acquisition, Recruiting, Screening, .NET, Unix, Oracle, Web Services, Java, SDLC, JavaScript, Python, Software Development, Apache, Microsoft SQL Server, Technical Recruiting, Internet Recruiting, Interviews, Sourcing, College Recruiting, Cold Calling, Applicant Tracking..., Business Intelligence, REST, Benefits Negotiation, Contract Recruitment, Screening Resumes, Temporary Placement, Java Enterprise Edition, Networking, C++, IT Recruitment, Permanent Placement, PHP, Talent Management, Employer Branding, Staff Augmentation, Onboarding, Search, Executive Search, SOAP, Staffing Services, Web Development, System Administration, Management
Education
The University of Texas at Austin 2000 — 2005
Bachelors Degree in Government, Economics
Plano Senior High 1998 — 2000
Catherine Davies, CFP®'s Charles Schwab Experience April 2008 - July 2014
Job Financial Services
Industry Financial Services
Experience
Greater Dallas Area July 2014 - Present
Charles Schwab April 2008 - July 2014
Robertson, Griege & Thoele 2005 - 2008
Schwab Institutional 1998 - 2005
Norwest Bank 1997 - 1998
Education
The University of New Mexico 1996 — 1997
MS, Sports Administration
The University of New Mexico 1991 — 1996
BA, Political Science
Greater Dallas Area July 2014 - Present
Charles Schwab April 2008 - July 2014
Robertson, Griege & Thoele 2005 - 2008
Schwab Institutional 1998 - 2005
Norwest Bank 1997 - 1998
Education
The University of New Mexico 1996 — 1997
MS, Sports Administration
The University of New Mexico 1991 — 1996
BA, Political Science
Scott Walton's Charles Schwab Experience 2001 - 2004
Job Market Manager at PNC Mortgage
Industry Financial Services
Experience
PNC 2013 - 2015
Sente Mortgage 2012 - 2013
JPMorgan Chase 2009 - 2012
JPMorgan Chase 2004 - 2009
Charles Schwab 2001 - 2004
Banc One Securities Corporation 1992 - 2001
Skills
Mortgage Banking, Residential Mortgages, High Performance Teams, Organizational..., Exceed Sales Goals, Sales Management, Talent Management, Coaching, Financial Advisory, Highly versatile, Financial Services, Talent Developer, Sales Process, Articulate Communicator, Loans, Investments, Mortgage Lending, FHA, Credit Analysis, Underwriting, Credit, Leadership, Real Estate, Team Leadership, Loan Origination, Management, FHA financing, Refinance, VA loans, Sales, Construction Loans, Mortgage Underwriting, Home Equity Loans, Reverse Mortgages, Consumer Lending, Insurance, Government Loans, Relationship Management, Real Estate Financing, USDA, Retail Banking, Strategy, Banking, Investment Properties, Certified Mortgage..., First Time Home Buyers, Loan Servicing, Mortgage Marketing, Commercial Mortgages, VA Loans
Education
The University of Texas at Austin 1977 — 1981
Business Administration and Management, General
University of Virginia - Darden Graduate School of Business Administration
Leading Strategic Change
St. Mark's School of Texas 1972 — 1977
PNC 2013 - 2015
Sente Mortgage 2012 - 2013
JPMorgan Chase 2009 - 2012
JPMorgan Chase 2004 - 2009
Charles Schwab 2001 - 2004
Banc One Securities Corporation 1992 - 2001
Skills
Mortgage Banking, Residential Mortgages, High Performance Teams, Organizational..., Exceed Sales Goals, Sales Management, Talent Management, Coaching, Financial Advisory, Highly versatile, Financial Services, Talent Developer, Sales Process, Articulate Communicator, Loans, Investments, Mortgage Lending, FHA, Credit Analysis, Underwriting, Credit, Leadership, Real Estate, Team Leadership, Loan Origination, Management, FHA financing, Refinance, VA loans, Sales, Construction Loans, Mortgage Underwriting, Home Equity Loans, Reverse Mortgages, Consumer Lending, Insurance, Government Loans, Relationship Management, Real Estate Financing, USDA, Retail Banking, Strategy, Banking, Investment Properties, Certified Mortgage..., First Time Home Buyers, Loan Servicing, Mortgage Marketing, Commercial Mortgages, VA Loans
Education
The University of Texas at Austin 1977 — 1981
Business Administration and Management, General
University of Virginia - Darden Graduate School of Business Administration
Leading Strategic Change
St. Mark's School of Texas 1972 — 1977
Joe Ransom's Charles Schwab Experience October 2013 - Present
Job Managing Director Supervisory Risk Management
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab October 2012 - Present
Charles Schwab & Co September 2000 - December 2011
Citigroup December 1997 - September 2000
Skills
Relator, Developer, Discipline, Competition, Ideation, Vendor Relations, BPO, Change Management, Strategic Planning
Education
The University of Kansas 1987 — 1992
Charles Schwab October 2013 - Present
Charles Schwab October 2012 - Present
Charles Schwab & Co September 2000 - December 2011
Citigroup December 1997 - September 2000
Skills
Relator, Developer, Discipline, Competition, Ideation, Vendor Relations, BPO, Change Management, Strategic Planning
Education
The University of Kansas 1987 — 1992
János Fodor Kis János Fodor Kis's Charles Schwab Experience October 2010 - November 2012
Job Lead Software Architect at Thermo Fisher Scientific
Industry Computer Software
Experience
Thermo Fisher Scientific May 2014 - Present
Advanced Solutions International, Inc. November 2012 - May 2014
Charles Schwab October 2010 - November 2012
Farm Credit Bank of Texas February 2008 - October 2010
Farm Credit Bank of Texas March 2001 - January 2008
Quintus April 2000 - December 2000
Nethrom January 1998 - March 2000
Skills
Software Development, SOA, SDLC, Scrum, Agile Methodologies, SQL, Web Services, .NET, C#, Microsoft SQL Server, Software Design, Databases, Enterprise Architecture, Requirements Analysis, ASP.NET, XML, Software Engineering, Web Applications, Visual Studio, Software Project..., SharePoint, AJAX, Architecture, ASP.NET MVC, AngularJS, HTML 5, JavaScript, Real-time Web, NoSQL, MVC Architecture, REST, Lucene, Search, Identity Management, Windows Azure, Entity Framework, Elmah, AppFabric, OData, Async, TPL, SOLID principles, WCF, jQuery, Software Architectural...
Education
The University of Texas at Austin 2006 — 2007
MS, Software Engineering
1992 — 1997
BS, Computer Science
Big data conference
Big data conference
Thermo Fisher Scientific May 2014 - Present
Advanced Solutions International, Inc. November 2012 - May 2014
Charles Schwab October 2010 - November 2012
Farm Credit Bank of Texas February 2008 - October 2010
Farm Credit Bank of Texas March 2001 - January 2008
Quintus April 2000 - December 2000
Nethrom January 1998 - March 2000
Skills
Software Development, SOA, SDLC, Scrum, Agile Methodologies, SQL, Web Services, .NET, C#, Microsoft SQL Server, Software Design, Databases, Enterprise Architecture, Requirements Analysis, ASP.NET, XML, Software Engineering, Web Applications, Visual Studio, Software Project..., SharePoint, AJAX, Architecture, ASP.NET MVC, AngularJS, HTML 5, JavaScript, Real-time Web, NoSQL, MVC Architecture, REST, Lucene, Search, Identity Management, Windows Azure, Entity Framework, Elmah, AppFabric, OData, Async, TPL, SOLID principles, WCF, jQuery, Software Architectural...
Education
The University of Texas at Austin 2006 — 2007
MS, Software Engineering
1992 — 1997
BS, Computer Science
Big data conference
Big data conference
Carl T. H. J. von Havighorst's Charles Schwab Experience October 2010 - March 2011
Job Independent Contractor for Enterprise iOS, Android & Windows Phone
Industry Computer Software
Experience
Dell December 2013 - Present
Tycho Galileo Inc. December 2011 - Present
Bar-Z May 2012 - April 2013
Ayata April 2011 - November 2011
Charles Schwab October 2010 - March 2011
Convio August 2008 - March 2009
Borland Software October 2007 - August 2008
Austin Logistics May 2006 - October 2007
Authoria September 2005 - December 2005
Peopleclick Authoria April 2005 - September 2005
Skills
Java, Agile Methodologies, Tomcat, Software Development, Ant, Test Automation, Apache, Android, Architectures, SaaS, XML, Eclipse, Subversion, Git, iOS Development, iOS
Education
The University of Texas at Austin 2001 — 2004
BS, Computer Science
Dell December 2013 - Present
Tycho Galileo Inc. December 2011 - Present
Bar-Z May 2012 - April 2013
Ayata April 2011 - November 2011
Charles Schwab October 2010 - March 2011
Convio August 2008 - March 2009
Borland Software October 2007 - August 2008
Austin Logistics May 2006 - October 2007
Authoria September 2005 - December 2005
Peopleclick Authoria April 2005 - September 2005
Skills
Java, Agile Methodologies, Tomcat, Software Development, Ant, Test Automation, Apache, Android, Architectures, SaaS, XML, Eclipse, Subversion, Git, iOS Development, iOS
Education
The University of Texas at Austin 2001 — 2004
BS, Computer Science
Darren Hanson Darren Hanson's Charles Schwab Experience January 1999 - January 2001
Job Project and Migration Consultant
Industry Education Management
Experience
Wells Fargo 2010 - Present
Talent Tree/Wells FargoContractor January 2009 - Present
First Horizon Merchant Services September 2005 - November 2006
KeyBank National Association September 2002 - August 2005
Commercial Federal Bank January 2001 - January 2002
Charles Schwab January 1999 - January 2001
Skills
Mentoring, Public Speaking, PowerPoint, Customer Service, Word, Coaching, Teaching/mentoring, Project Implementation, Banking, Microsoft Word, Treasury Management, Risk Management, Process Improvement, Team Leadership, Business Analysis, Mergers & Acquisitions, Project Planning, Management, Project Management, Leadership, Analysis, Strategic Planning, Program Management, Team Building, Change Management, Training, Finance, Credit
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
The University of North Dakota 1988 — 1993
B.S, Physical Education
Universtiy of North Dakota 1988 — 1993
Bachelor Science, Physical Education
Wells Fargo 2010 - Present
Talent Tree/Wells FargoContractor January 2009 - Present
First Horizon Merchant Services September 2005 - November 2006
KeyBank National Association September 2002 - August 2005
Commercial Federal Bank January 2001 - January 2002
Charles Schwab January 1999 - January 2001
Skills
Mentoring, Public Speaking, PowerPoint, Customer Service, Word, Coaching, Teaching/mentoring, Project Implementation, Banking, Microsoft Word, Treasury Management, Risk Management, Process Improvement, Team Leadership, Business Analysis, Mergers & Acquisitions, Project Planning, Management, Project Management, Leadership, Analysis, Strategic Planning, Program Management, Team Building, Change Management, Training, Finance, Credit
Education
University of Phoenix 2002 — 2004
Masters, Business Administration
The University of North Dakota 1988 — 1993
B.S, Physical Education
Universtiy of North Dakota 1988 — 1993
Bachelor Science, Physical Education
Diana Beyzer Diana Beyzer's Charles Schwab Experience 2010 - 2011
Job Retirement Services Implementation Project and Relationship Management Professional
Industry Financial Services
Experience
AIG - VALIC January 2013 - June 2014
Self Employed 2011 - 2012
Charles Schwab 2010 - 2011
Ebby Halliday Realtors 2009 - 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1997 - 1999
Texas Instruments 1996 - 1997
Skills
CRM, Management, 401k, Retirement, Leadership, 403 b, 457 Plans, Religious Organizations, Project Management, Consulting, Defined Contribution
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 1999
MBA, Finance & Marketing
The University of Texas at Austin 1992 — 1996
BBA, Finance
Champions School of Real Estate
Real Estate
AIG - VALIC January 2013 - June 2014
Self Employed 2011 - 2012
Charles Schwab 2010 - 2011
Ebby Halliday Realtors 2009 - 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 1999 - 2006
Fidelity Investments 1997 - 1999
Texas Instruments 1996 - 1997
Skills
CRM, Management, 401k, Retirement, Leadership, 403 b, 457 Plans, Religious Organizations, Project Management, Consulting, Defined Contribution
Education
University of Texas at Dallas - Naveen Jindal School of Management 1997 — 1999
MBA, Finance & Marketing
The University of Texas at Austin 1992 — 1996
BBA, Finance
Champions School of Real Estate
Real Estate
John Orfali John Orfali's Charles Schwab Experience 1995 - 1999
Job C10 Electrical Contractor and C46 Solar Contractor
Industry Renewables & Environment
Experience
Save a Lot Solar 2008 - Present
Burnham Energy January 2011 - December 2013
Western Union Payment Services, San Francisco, California February 2003 - November 2007
Utility dot com 2000 - 2002
Charles Schwab 1995 - 1999
Charles Schwab 1995 - 1999
Skills
Renewable Energy, HTML, JavaScript, ASP.NET, Solar, Excel, Clean Energy, Solar Energy, Sustainable Energy, Solar Thermal, Energy Efficiency, Energy Management, Photovoltaics, Microsoft Excel, Alternative Energy, Solar PV, Energy Audits, PV, Green Building, Wind, Energy Conservation, Cleantech, Energy, Sustainability, Energy Policy, Solar Power, Environmental Awareness, Sustainable Development, LEED, Electrical Contracting, Solar Contracting, AutoCAD, Smart Grid, Electricity, Green Technology
Education
PG & E Training, San Francisco, California 2008 — 2009
Certificate, Solar Energy
Solar Staffing, Oakland, California 2008 — 2009
Certificate, Solar PV System Design
The University of New Mexico 1969 — 1973
Bachelor of Arts (BA), Anthropology
Save a Lot Solar 2008 - Present
Burnham Energy January 2011 - December 2013
Western Union Payment Services, San Francisco, California February 2003 - November 2007
Utility dot com 2000 - 2002
Charles Schwab 1995 - 1999
Charles Schwab 1995 - 1999
Skills
Renewable Energy, HTML, JavaScript, ASP.NET, Solar, Excel, Clean Energy, Solar Energy, Sustainable Energy, Solar Thermal, Energy Efficiency, Energy Management, Photovoltaics, Microsoft Excel, Alternative Energy, Solar PV, Energy Audits, PV, Green Building, Wind, Energy Conservation, Cleantech, Energy, Sustainability, Energy Policy, Solar Power, Environmental Awareness, Sustainable Development, LEED, Electrical Contracting, Solar Contracting, AutoCAD, Smart Grid, Electricity, Green Technology
Education
PG & E Training, San Francisco, California 2008 — 2009
Certificate, Solar Energy
Solar Staffing, Oakland, California 2008 — 2009
Certificate, Solar PV System Design
The University of New Mexico 1969 — 1973
Bachelor of Arts (BA), Anthropology
Jamie McRaney Jamie McRaney's Charles Schwab Experience August 1995 - September 2000
Job President at TourApp, LLC
Industry Financial Services
Experience
TourApp, LLC July 2012 - Present
MyIT, LLC August 2011 - March 2013
Singing River Federal Credit Union October 2003 - August 2011
Buzzsaw.com 2000 - 2002
Charles Schwab August 1995 - September 2000
Skills
Vendor Management, Disaster Recovery, IT Management, IT Strategy, Process Improvement, Project Management, SDLC, Information Technology, Security, Information Security..., Virtualization, Network Security, Software Development
Education
The University of Southern Mississippi 1992 — 1993
TourApp, LLC July 2012 - Present
MyIT, LLC August 2011 - March 2013
Singing River Federal Credit Union October 2003 - August 2011
Buzzsaw.com 2000 - 2002
Charles Schwab August 1995 - September 2000
Skills
Vendor Management, Disaster Recovery, IT Management, IT Strategy, Process Improvement, Project Management, SDLC, Information Technology, Security, Information Security..., Virtualization, Network Security, Software Development
Education
The University of Southern Mississippi 1992 — 1993
Edward Barton's Charles Schwab Experience August 2000 - April 2010
Job Solutions Manager at SHI International
Industry Information Technology and Services
Experience
SHI International Corp. April 2015 - Present
Advantage Austin Properties June 2007 - Present
SHI April 2010 - April 2015
Charles Schwab August 2000 - April 2010
Skills
Virtualization, HP, Data Center, Disaster Recovery, Storage, Cloud Computing, VMware, Enterprise Software, SaaS, Servers, Salesforce.com, Professional Services, Solution Selling, Computer Hardware, Security, Networking, Network Security, Storage Area Networks, Channel Partners, Sales Process
Education
The University of Texas at Austin 2000 — 2004
Bachelors, Biology
The University of Texas at Austin
Biology, Biology, General
SHI International Corp. April 2015 - Present
Advantage Austin Properties June 2007 - Present
SHI April 2010 - April 2015
Charles Schwab August 2000 - April 2010
Skills
Virtualization, HP, Data Center, Disaster Recovery, Storage, Cloud Computing, VMware, Enterprise Software, SaaS, Servers, Salesforce.com, Professional Services, Solution Selling, Computer Hardware, Security, Networking, Network Security, Storage Area Networks, Channel Partners, Sales Process
Education
The University of Texas at Austin 2000 — 2004
Bachelors, Biology
The University of Texas at Austin
Biology, Biology, General
Mark Lovoy Mark Lovoy's Charles Schwab Experience April 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Charles Schwab April 2013 - Present
Tetrad Asset Management August 2012 - March 2013
Merrill Lynch May 2011 - September 2012
Northwestern Mutual Financial Network February 2010 - May 2011
First Commercial Bank August 2007 - March 2010
Skills
Strategic Financial..., Wealth Management
Education
The University of Southern Mississippi 2000 — 2006
BS, Bus Admin
Saint Bernard
Steve Meeks Steve Meeks's Charles Schwab Experience January 1995 - May 2001
Job CEO / CIO
Industry Information Technology and Services
Experience
Meticul Solutions July 2008 - Present
Career Athletes July 2012 - Present
Google January 2008 - January 2009
Apple Rock Displays January 2001 - January 2008
Charles Schwab January 1995 - May 2001
Skills
Critical Thinking, Business Analysis, Requirements Analysis, Analysis, Business Strategy, Software Development, Mobile, Mobile Applications, Mobile Marketing, Mobile Solutions, Mobile Internet, Mobile Technology, Web, Web Design, Web Development, Website Development, Web Applications, Web 2.0, Social Media, Social Media Marketing, Social Networking, Facebook, Twitter, LinkedIn, YouTube, Blogging, Digital Media, Marketing, Web Marketing, Online Marketing, Email Marketing, Mobile Devices, Business Development, Strategic Planning, PPC, Content Strategy, Strategy, Entrepreneurship, Solutions Marketing, Integrated Marketing, WordPress, Project Management, Enterprise Software, Integration, SEM, Web Analytics, Google Analytics, Online Advertising, Management, SEO
Education
University of Houston-Clear Lake 2006 — 2010
Master of Arts, Digital Media Studies
The University of Kansas 1989 — 1993
Bachelor of Science, Cell Biology
Meticul Solutions July 2008 - Present
Career Athletes July 2012 - Present
Google January 2008 - January 2009
Apple Rock Displays January 2001 - January 2008
Charles Schwab January 1995 - May 2001
Skills
Critical Thinking, Business Analysis, Requirements Analysis, Analysis, Business Strategy, Software Development, Mobile, Mobile Applications, Mobile Marketing, Mobile Solutions, Mobile Internet, Mobile Technology, Web, Web Design, Web Development, Website Development, Web Applications, Web 2.0, Social Media, Social Media Marketing, Social Networking, Facebook, Twitter, LinkedIn, YouTube, Blogging, Digital Media, Marketing, Web Marketing, Online Marketing, Email Marketing, Mobile Devices, Business Development, Strategic Planning, PPC, Content Strategy, Strategy, Entrepreneurship, Solutions Marketing, Integrated Marketing, WordPress, Project Management, Enterprise Software, Integration, SEM, Web Analytics, Google Analytics, Online Advertising, Management, SEO
Education
University of Houston-Clear Lake 2006 — 2010
Master of Arts, Digital Media Studies
The University of Kansas 1989 — 1993
Bachelor of Science, Cell Biology
Owen Keith Owen Keith's Charles Schwab Experience September 1999 - August 2010
Job Manager, Client Services at FSG Investment Management, LLC
Industry Financial Services
Experience
FSG Investment Management, LLC August 2010 - Present
Charles Schwab September 1999 - August 2010
Skills
Retirement Planning, Risk Management, Business Analysis, Finance, Investments, Business Development, Strategic Financial..., Portfolio Management
Education
The University of Memphis 2007 — 2009
MBA
The University of Memphis 1990 — 1995
BBA, Risk Management and Insurance
FSG Investment Management, LLC August 2010 - Present
Charles Schwab September 1999 - August 2010
Skills
Retirement Planning, Risk Management, Business Analysis, Finance, Investments, Business Development, Strategic Financial..., Portfolio Management
Education
The University of Memphis 2007 — 2009
MBA
The University of Memphis 1990 — 1995
BBA, Risk Management and Insurance
Lynn Morgan's Charles Schwab Experience October 2014 - Present
Job Client Marketing Consultant at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank May 2015 - Present
Charles Schwab October 2014 - Present
Lynn Morgan Marketing LLC May 2005 - Present
clearXchange May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Charles Schwab July 2013 - January 2014
Charles Schwab November 2012 - June 2013
Charles Schwab Bank October 2011 - February 2012
Charles Schwab March 2011 - October 2011
Wells Fargo March 2010 - February 2011
Skills
Financial Services, Marketing, Project Management, Integrated Marketing, Marketing Strategy, Online Community..., Market Planning, Client Experience, Direct Marketing, Product Management, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Product Marketing, Online Marketing, Vendor Management, Marketing Management, Team Building, Email Marketing, Advertising, Statements, Brand Management, Positioning, Corporate Communications, Budgets, Integration, Mutual Funds, Business Development, Wealth Management, Leadership, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Analysis, Sales, Training
Education
University of Kansas
BA in Journalism, Advertising Major
Silicon Valley Bank May 2015 - Present
Charles Schwab October 2014 - Present
Lynn Morgan Marketing LLC May 2005 - Present
clearXchange May 2014 - September 2014
Wells Fargo January 2014 - April 2014
Charles Schwab July 2013 - January 2014
Charles Schwab November 2012 - June 2013
Charles Schwab Bank October 2011 - February 2012
Charles Schwab March 2011 - October 2011
Wells Fargo March 2010 - February 2011
Skills
Financial Services, Marketing, Project Management, Integrated Marketing, Marketing Strategy, Online Community..., Market Planning, Client Experience, Direct Marketing, Product Management, Marketing Communications, Strategic Planning, Competitive Analysis, Business Strategy, Product Marketing, Online Marketing, Vendor Management, Marketing Management, Team Building, Email Marketing, Advertising, Statements, Brand Management, Positioning, Corporate Communications, Budgets, Integration, Mutual Funds, Business Development, Wealth Management, Leadership, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Analysis, Sales, Training
Education
University of Kansas
BA in Journalism, Advertising Major
Donald Taylor Donald Taylor's Charles Schwab Experience May 2000 - September 2005
Job Associate at HIG Capital
Industry Venture Capital & Private Equity
Experience
HIG Capital March 2007 - Present
Reliance Trust Company January 2006 - March 2007
Charles Schwab May 2000 - September 2005
Skills
Asset Management, Investments, Private Equity, Finance, Hedge Funds, Alternative Investments, Asset Managment, Equities, Financial Modeling, Mutual Funds, Valuation, Mergers, Investment Strategies, Capital Markets, Portfolio Management, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Funding, Emerging Markets, Financial Advisory, Fixed Income, Real Estate, Equity Research, Investor Relations, Start-ups, Acquisitions, Mergers & Acquisitions, Entrepreneurship, Capital, IPO, Structured Finance, Leveraged Finance, LBO, Financial Structuring, Derivatives, DCF, Deal Sourcing, Executive Management, Financial Services, Private Placements, Business Strategy, Debt Restructuring, Equity Valuation, Project Finance, Financial Analysis, Corporate Development, Investment Advisory, Business Valuation
Education
The University of New Mexico 1990 — 1998
Finance, General
HIG Capital March 2007 - Present
Reliance Trust Company January 2006 - March 2007
Charles Schwab May 2000 - September 2005
Skills
Asset Management, Investments, Private Equity, Finance, Hedge Funds, Alternative Investments, Asset Managment, Equities, Financial Modeling, Mutual Funds, Valuation, Mergers, Investment Strategies, Capital Markets, Portfolio Management, Venture Capital, Due Diligence, Investment Banking, Corporate Finance, Funding, Emerging Markets, Financial Advisory, Fixed Income, Real Estate, Equity Research, Investor Relations, Start-ups, Acquisitions, Mergers & Acquisitions, Entrepreneurship, Capital, IPO, Structured Finance, Leveraged Finance, LBO, Financial Structuring, Derivatives, DCF, Deal Sourcing, Executive Management, Financial Services, Private Placements, Business Strategy, Debt Restructuring, Equity Valuation, Project Finance, Financial Analysis, Corporate Development, Investment Advisory, Business Valuation
Education
The University of New Mexico 1990 — 1998
Finance, General
James Kupfer James Kupfer's Charles Schwab Experience December 2013 - Present
Job Financial markets and services professional
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Transcend Capital April 2007 - December 2013
Charles Schwab June 1999 - January 2007
R&J Daytrading December 1998 - June 1999
Dean Witter (Morgan Stanley) 1997 - 1998
Skills
Stocks, Securities, FINRA, Trading, Options, Equities, Equity Trading, Mutual Funds, Electronic Trading, Financial Services, Trading Systems, Financial Markets, ETFs, Proprietary Trading, Forex, Exchange Traded..., Compliance, Customer Service, Alternative Trading..., Hedge Funds, Series 7, Portfolio Management, Series 63, Series 24, Foreign Exchange
Education
The University of Texas at Austin 1994 — 1997
BA, Economics
Charles Schwab December 2013 - Present
Transcend Capital April 2007 - December 2013
Charles Schwab June 1999 - January 2007
R&J Daytrading December 1998 - June 1999
Dean Witter (Morgan Stanley) 1997 - 1998
Skills
Stocks, Securities, FINRA, Trading, Options, Equities, Equity Trading, Mutual Funds, Electronic Trading, Financial Services, Trading Systems, Financial Markets, ETFs, Proprietary Trading, Forex, Exchange Traded..., Compliance, Customer Service, Alternative Trading..., Hedge Funds, Series 7, Portfolio Management, Series 63, Series 24, Foreign Exchange
Education
The University of Texas at Austin 1994 — 1997
BA, Economics
Scot Fossum Scot Fossum's Charles Schwab Experience December 2012 - Present
Job Resolution Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Charles Schwab February 2008 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Mortgage Banking, Mortgage Lending, Loans, Series 63, Credit, Banking, Financial Services
Education
The University of North Dakota 1986 — 1991
Bachelor of Business Administration (BBA)
Rugby HS
Charles Schwab December 2012 - Present
Charles Schwab February 2008 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Mortgage Banking, Mortgage Lending, Loans, Series 63, Credit, Banking, Financial Services
Education
The University of North Dakota 1986 — 1991
Bachelor of Business Administration (BBA)
Rugby HS
Becca Liu Becca Liu's Charles Schwab Experience June 2008 - August 2008
Job Digital Analytics and Optimization Strategist
Industry Internet
Experience
TouchCommerce August 2013 - Present
Equus Computer Systems July 2012 - July 2013
6 Square Cabinets June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Tea Collection January 2008 - May 2008
Skills
Online Marketing, Paid Search Campaigns, Google Analytics, Project Management, Requirements Gathering, Functional..., Quality Assurance, User Acceptance Testing
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Economics
The University of Hong Kong 2008 — 2008
The Webb Schools 2002 — 2006
TouchCommerce August 2013 - Present
Equus Computer Systems July 2012 - July 2013
6 Square Cabinets June 2009 - August 2009
Charles Schwab June 2008 - August 2008
Tea Collection January 2008 - May 2008
Skills
Online Marketing, Paid Search Campaigns, Google Analytics, Project Management, Requirements Gathering, Functional..., Quality Assurance, User Acceptance Testing
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (BA), Economics
The University of Hong Kong 2008 — 2008
The Webb Schools 2002 — 2006
Amy Torres Amy Torres's Charles Schwab Experience 2010 - 2011
Job Digital Producer at GSD&M
Industry Marketing and Advertising
Experience
GSD&M November 2012 - Present
Independent Contractor March 2008 - November 2012
UTV Ignition Entertainment January 2011 - August 2011
Charles Schwab 2010 - 2011
T3 July 2006 - March 2008
Vanbrio Entertainment, Inc. January 2004 - January 2008
Aspyr Media, Inc. January 2000 - December 2003
Aspyr Media, Inc. 1998 - 1999
Education
The University of Texas at Austin
BA
GSD&M November 2012 - Present
Independent Contractor March 2008 - November 2012
UTV Ignition Entertainment January 2011 - August 2011
Charles Schwab 2010 - 2011
T3 July 2006 - March 2008
Vanbrio Entertainment, Inc. January 2004 - January 2008
Aspyr Media, Inc. January 2000 - December 2003
Aspyr Media, Inc. 1998 - 1999
Education
The University of Texas at Austin
BA
Darren Shafer's Charles Schwab Experience November 2014 - Present
Job Agile/Scrum Coach & Transformation Consultant
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Fire Canyon Barbeque December 2012 - Present
ShaferNet Consulting, LLC April 2010 - Present
Travelport May 2011 - February 2014
Reece & Nichols Realtors April 2010 - May 2011
Citigroup February 2004 - September 2009
Sprint October 2001 - February 2004
DMR Consulting February 2001 - October 2001
LabOne February 1998 - February 2001
GE Capital 1989 - 1998
Skills
Leadership, IT Management, Program Management, Project Management, Agile Project Management, Strategy, Strategic Planning, Process Improvement, Agile Methodologies, Scrum, SDLC, ITIL, IT Strategy, Vendor Management, IT Operations Management, IT Infrastructure..., Management Consulting, Business Process..., Business Analysis, Business Intelligence, Business Process Mapping, Business Integration, Systems Analysis, Business Process..., IT Audit, Process Management, Product Management, Data Warehousing, Vulnerability Assessment, Gap Analysis, Requirements Management, Functional..., Root Cause Analysis, IT Service Delivery, Process Consulting, Process Reengineering, Process Automation, MSF/MOF, Contract Negotiation, Standards Compliance, GUI Designing, Interaction Design, Functional Design, Functional Analysis, Issue Resolution..., Cognos, Teradata Data Warehouse, Microsoft SQL Server, Integration, Management
Education
The University of Kansas 1986 — 1988
Charles Schwab November 2014 - Present
Fire Canyon Barbeque December 2012 - Present
ShaferNet Consulting, LLC April 2010 - Present
Travelport May 2011 - February 2014
Reece & Nichols Realtors April 2010 - May 2011
Citigroup February 2004 - September 2009
Sprint October 2001 - February 2004
DMR Consulting February 2001 - October 2001
LabOne February 1998 - February 2001
GE Capital 1989 - 1998
Skills
Leadership, IT Management, Program Management, Project Management, Agile Project Management, Strategy, Strategic Planning, Process Improvement, Agile Methodologies, Scrum, SDLC, ITIL, IT Strategy, Vendor Management, IT Operations Management, IT Infrastructure..., Management Consulting, Business Process..., Business Analysis, Business Intelligence, Business Process Mapping, Business Integration, Systems Analysis, Business Process..., IT Audit, Process Management, Product Management, Data Warehousing, Vulnerability Assessment, Gap Analysis, Requirements Management, Functional..., Root Cause Analysis, IT Service Delivery, Process Consulting, Process Reengineering, Process Automation, MSF/MOF, Contract Negotiation, Standards Compliance, GUI Designing, Interaction Design, Functional Design, Functional Analysis, Issue Resolution..., Cognos, Teradata Data Warehouse, Microsoft SQL Server, Integration, Management
Education
The University of Kansas 1986 — 1988
Rohith Kolli's Charles Schwab Experience June 2015 - August 2015
Job Software Developer Intern at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2015 - August 2015
GTECH, a subsidiary of International Game Technology PLC July 2014 - August 2014
Babker May 2011 - May 2012
Skills
JavaScript, C++, Web Development, User Interface, C#, Java, AngularJS, HTML, MySQL
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Engineering (B.E.), Electrical and Computer Engineering
Charles Schwab June 2015 - August 2015
GTECH, a subsidiary of International Game Technology PLC July 2014 - August 2014
Babker May 2011 - May 2012
Skills
JavaScript, C++, Web Development, User Interface, C#, Java, AngularJS, HTML, MySQL
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Engineering (B.E.), Electrical and Computer Engineering
Joseph Gibson's Charles Schwab Experience March 1998 - December 1999
Job Practice Director at Oracle
Industry Management Consulting
Experience
Oracle October 2011 - Present
InQuira June 2007 - October 2011
Oracle June 2004 - November 2005
SeeBeyond February 2002 - May 2004
Razorfish January 2000 - January 2002
Charles Schwab March 1998 - December 1999
BEA Systems September 1996 - March 1998
Wells Fargo Bank November 1992 - August 1996
Skills
Professional Services, Business Development, Solution Selling, Strategic Planning, Business Analysis, Enterprise Search, Enterprise Content..., SDLC, CRM, Knowledge Management, Enterprise Portals, Internet Systems, Large Systems..., Start-ups, Team Building, E-commerce, Oracle, Consulting, Architecture, Web Applications, Architectures
Education
University of Southern California 1989 — 1991
MBA, Business Administration
The University of South Dakota
Bachelor of Arts (BA), Psychology
Oracle October 2011 - Present
InQuira June 2007 - October 2011
Oracle June 2004 - November 2005
SeeBeyond February 2002 - May 2004
Razorfish January 2000 - January 2002
Charles Schwab March 1998 - December 1999
BEA Systems September 1996 - March 1998
Wells Fargo Bank November 1992 - August 1996
Skills
Professional Services, Business Development, Solution Selling, Strategic Planning, Business Analysis, Enterprise Search, Enterprise Content..., SDLC, CRM, Knowledge Management, Enterprise Portals, Internet Systems, Large Systems..., Start-ups, Team Building, E-commerce, Oracle, Consulting, Architecture, Web Applications, Architectures
Education
University of Southern California 1989 — 1991
MBA, Business Administration
The University of South Dakota
Bachelor of Arts (BA), Psychology
Janice Litvin Janice Litvin's Charles Schwab Experience May 1998 - November 1998
Job Wellness Coach, Fitness Speaker, Writer / Fitness Instructor at Zumba Contra Costa
Industry Health, Wellness and Fitness
Experience
Zumba Contra Costa 2009 - Present
Micro Search June 1988 - Present
PG&E 2007 - 2007
Network Appliance September 2004 - September 2006
QuinStreet December 2002 - August 2004
Vodafone April 2002 - July 2002
Charles Schwab May 1998 - November 1998
Levi Strauss December 1981 - June 1983
Computer Sciences Corp - Infonet November 1979 - November 1981
Bank of America July 1973 - June 1977
Skills
Executive Search, Recruiting, Sourcing, Training, Interviews, Marketing, Talent Acquisition, Internet Recruiting, Online Marketing, Technical Recruiting, Fitness, Community Outreach, Health, Community Support, Fitness Training, Nutrition Education, Public Speaking, Writing
Education
University of Texas at Austin
BA
Zumba Contra Costa 2009 - Present
Micro Search June 1988 - Present
PG&E 2007 - 2007
Network Appliance September 2004 - September 2006
QuinStreet December 2002 - August 2004
Vodafone April 2002 - July 2002
Charles Schwab May 1998 - November 1998
Levi Strauss December 1981 - June 1983
Computer Sciences Corp - Infonet November 1979 - November 1981
Bank of America July 1973 - June 1977
Skills
Executive Search, Recruiting, Sourcing, Training, Interviews, Marketing, Talent Acquisition, Internet Recruiting, Online Marketing, Technical Recruiting, Fitness, Community Outreach, Health, Community Support, Fitness Training, Nutrition Education, Public Speaking, Writing
Education
University of Texas at Austin
BA
Natalie Rios's Charles Schwab Experience August 2000 - December 2002
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2010 - September 2015
PayCard USA, MFunds December 2007 - October 2008
Wells Fargo May 2006 - December 2007
Wells Fargo Home Mortgage October 2005 - May 2007
Wells Fargo Financial February 2004 - September 2005
Charles Schwab August 2000 - December 2002
Education
The University of Texas at Austin 1995 — 2000
Bachelor's degree, Communication, General
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2010 - September 2015
PayCard USA, MFunds December 2007 - October 2008
Wells Fargo May 2006 - December 2007
Wells Fargo Home Mortgage October 2005 - May 2007
Wells Fargo Financial February 2004 - September 2005
Charles Schwab August 2000 - December 2002
Education
The University of Texas at Austin 1995 — 2000
Bachelor's degree, Communication, General
Jonathan Leidy, CFA | CFP® Jonathan Leidy, CFA | CFP®'s Charles Schwab Experience July 1999 - March 2005
Job Wealth Manager focused on Small to MidSized Businesses & Their Executives
Industry Financial Services
Experience
Portico Wealth Advisors LLC January 2010 - Present
Tamalpais Wealth Advisors August 2008 - March 2009
Salient Wealth Management April 2005 - August 2008
Charles Schwab July 1999 - March 2005
Skills
Wealth Management, Investment Management, Retirement Plan...
Education
UC Davis 1993 — 1998
Bachelor of Science (BS), Managerial Economics
The University of Hull 1995 — 1996
Economics
Novato High School 1989 — 1993
Portico Wealth Advisors LLC January 2010 - Present
Tamalpais Wealth Advisors August 2008 - March 2009
Salient Wealth Management April 2005 - August 2008
Charles Schwab July 1999 - March 2005
Skills
Wealth Management, Investment Management, Retirement Plan...
Education
UC Davis 1993 — 1998
Bachelor of Science (BS), Managerial Economics
The University of Hull 1995 — 1996
Economics
Novato High School 1989 — 1993
Angel Gonzales Angel Gonzales's Charles Schwab Experience February 2015 - Present
Job Radio Personality at 93.1 KISS
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Townsquare Media December 2011 - Present
JPMorgan Chase June 2010 - February 2012
Old Mutual Bermuda January 2007 - March 2009
Chase August 2001 - September 2007
Edward Jones 2000 - 2001
Z Spanish Media 1997 - 1998
Skills
Investments, Insurance, Equities, Consultative Selling, Customer Relations, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Series 63, Financial Services, Asset Management
Education
The University of Texas at Arlington 1995 — 1998
BBA, Finance
The University of Texas at El Paso 1989 — 1994
BBA, Finance
Charles Schwab February 2015 - Present
Townsquare Media December 2011 - Present
JPMorgan Chase June 2010 - February 2012
Old Mutual Bermuda January 2007 - March 2009
Chase August 2001 - September 2007
Edward Jones 2000 - 2001
Z Spanish Media 1997 - 1998
Skills
Investments, Insurance, Equities, Consultative Selling, Customer Relations, Portfolio Management, Mutual Funds, Wealth Management, Series 7, Series 63, Financial Services, Asset Management
Education
The University of Texas at Arlington 1995 — 1998
BBA, Finance
The University of Texas at El Paso 1989 — 1994
BBA, Finance
Arthur Cameron McLean, CSM, PMP Arthur Cameron McLean, CSM, PMP's Charles Schwab Experience November 2014 - Present
Job Works at Charles Schwab & Co., Inc.
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
2nd Marine Logistics Group July 2012 - September 2014
VMX-22 June 2009 - June 2012
31st Marine Expeditionary Unit Aviation Combat Element December 2008 - June 2009
Marine Heavy Helicopter Squadron 465 2006 - 2008
Marine Heavy Helicopter Squadron 465 2006 - 2006
Recruit Training Regiment San Diego 2004 - 2006
Marine Heavy Helicopter Squadron 465 2003 - 2004
Skills
DoD, Weapons, Military, Project Management, Leadership, Program Management, Strategic Planning, Tactics, Training, Government, Security, MS Project, Cross-functional Team..., Organizational..., Quality Assurance, Air Force, Logistics, Security Clearance, Aviation, Operational Planning, Aircraft, Military Operations, Earned Value Management, Operations Management, Helicopters, Government Contracting, Aerospace, SharePoint, Leadership Development, Afghanistan, Change Management, Instructor-led Training, Command, Defense, Military Experience, National Security, Navy, Process Improvement, Risk Management, Microsoft Project, PMP, Management, Project Planning, Team Leadership, Analysis, Requirements Analysis, Team Building, Strategy
Education
Boston University 2010 — 2012
Master of Science in Leadership (MSL), Project Management
Defense Acquisitions University (DAU) 2009 — 2011
Level II, Test and Evaluation
USMC College of Continuing Education 2007 — 2009
Command and Staff, Command and Staff
The University of Memphis 1997 — 2002
Bachelor of Arts (BA), Geography
Marine Weapons and Tactics Instructor Squadron One
Weapons and Tactics Instructor, Marine Aviation Advanced Training
Charles Schwab November 2014 - Present
2nd Marine Logistics Group July 2012 - September 2014
VMX-22 June 2009 - June 2012
31st Marine Expeditionary Unit Aviation Combat Element December 2008 - June 2009
Marine Heavy Helicopter Squadron 465 2006 - 2008
Marine Heavy Helicopter Squadron 465 2006 - 2006
Recruit Training Regiment San Diego 2004 - 2006
Marine Heavy Helicopter Squadron 465 2003 - 2004
Skills
DoD, Weapons, Military, Project Management, Leadership, Program Management, Strategic Planning, Tactics, Training, Government, Security, MS Project, Cross-functional Team..., Organizational..., Quality Assurance, Air Force, Logistics, Security Clearance, Aviation, Operational Planning, Aircraft, Military Operations, Earned Value Management, Operations Management, Helicopters, Government Contracting, Aerospace, SharePoint, Leadership Development, Afghanistan, Change Management, Instructor-led Training, Command, Defense, Military Experience, National Security, Navy, Process Improvement, Risk Management, Microsoft Project, PMP, Management, Project Planning, Team Leadership, Analysis, Requirements Analysis, Team Building, Strategy
Education
Boston University 2010 — 2012
Master of Science in Leadership (MSL), Project Management
Defense Acquisitions University (DAU) 2009 — 2011
Level II, Test and Evaluation
USMC College of Continuing Education 2007 — 2009
Command and Staff, Command and Staff
The University of Memphis 1997 — 2002
Bachelor of Arts (BA), Geography
Marine Weapons and Tactics Instructor Squadron One
Weapons and Tactics Instructor, Marine Aviation Advanced Training
Bob Garvey, MBA Bob Garvey, MBA's Charles Schwab Experience February 2013 - Present
Job
Industry Education Management
Experience
Charles Schwab February 2013 - Present
Interthinx November 2009 - February 2013
Countrywide February 2008 - March 2009
ValueOptions, Inc April 2006 - October 2007
Tempe Elementary School District # 3 February 2002 - April 2006
Integrated Information Systems 1997 - 2001
Cargill 1990 - 1996
Skills
Program Management, Analysis, Contract Negotiation, Business Strategy, Policy, Training, Business Analysis, Business Development, Cross-functional Team..., Employee Training, Human Resources, Leadership, Management, Integration, Project Management, Software Documentation, Strategy
Education
The University of South Dakota 1978 — 1982
BSBA, Business Admin
The University of South Dakota
MBA, Business Admin
Charles Schwab February 2013 - Present
Interthinx November 2009 - February 2013
Countrywide February 2008 - March 2009
ValueOptions, Inc April 2006 - October 2007
Tempe Elementary School District # 3 February 2002 - April 2006
Integrated Information Systems 1997 - 2001
Cargill 1990 - 1996
Skills
Program Management, Analysis, Contract Negotiation, Business Strategy, Policy, Training, Business Analysis, Business Development, Cross-functional Team..., Employee Training, Human Resources, Leadership, Management, Integration, Project Management, Software Documentation, Strategy
Education
The University of South Dakota 1978 — 1982
BSBA, Business Admin
The University of South Dakota
MBA, Business Admin
Ron Patrick's Charles Schwab Experience November 1995 - July 2007
Job Agency Business Consultant at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Farmers Insurance July 2013 - Present
Lance Juett Farmers Insurance Agency October 2012 - July 2013
Waddell & Reed October 2011 - October 2012
TD Ameritrade March 2008 - October 2009
Charles Schwab November 1995 - July 2007
Education
The University of Kansas
Bachelor of Science (B.S.), Meterorolgy/Geography
Hayley (Prager) Wilk Hayley (Prager) Wilk's Charles Schwab Experience May 2003 - December 2006
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
SailPoint Technologies April 2014 - Present
Wilk Recruiting, LLC October 2012 - Present
Wilk Sales, LLC January 2007 - December 2010
Charles Schwab May 2003 - December 2006
Williams-Sonoma, Inc. January 2001 - January 2003
Charles Schwab July 1999 - December 2002
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Cold Calling, Hiring, Marketing, College Recruiting, Professional Services, Temporary Placement, New Business Development, Strategic Sourcing, Personnel Management, Networking, Staffing Services, Training, Lead Generation, Sales, Management, Sourcing, SaaS, Talent Management, Temporary Staffing, Performance Management, Recruiting, Career Counseling, Talent Acquisition, Screening, Direct Sales, Social Networking, Vendor Management, Employee Benefits, HRIS, SDLC, Team Building, Permanent Placement, Onboarding, HR Policies, Human Resources, Deferred Compensation, Executive Search, Business Development, Leadership, Screening Resumes, Resume Writing, CRM, Information Technology, Building Relationships, Benefits Negotiation, New Hire Orientations, Contract Recruitment
Education
The University of Texas at Austin 1995 — 1999
Bachelor's degree, Business/Corporate Communications
SailPoint Technologies April 2014 - Present
Wilk Recruiting, LLC October 2012 - Present
Wilk Sales, LLC January 2007 - December 2010
Charles Schwab May 2003 - December 2006
Williams-Sonoma, Inc. January 2001 - January 2003
Charles Schwab July 1999 - December 2002
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Cold Calling, Hiring, Marketing, College Recruiting, Professional Services, Temporary Placement, New Business Development, Strategic Sourcing, Personnel Management, Networking, Staffing Services, Training, Lead Generation, Sales, Management, Sourcing, SaaS, Talent Management, Temporary Staffing, Performance Management, Recruiting, Career Counseling, Talent Acquisition, Screening, Direct Sales, Social Networking, Vendor Management, Employee Benefits, HRIS, SDLC, Team Building, Permanent Placement, Onboarding, HR Policies, Human Resources, Deferred Compensation, Executive Search, Business Development, Leadership, Screening Resumes, Resume Writing, CRM, Information Technology, Building Relationships, Benefits Negotiation, New Hire Orientations, Contract Recruitment
Education
The University of Texas at Austin 1995 — 1999
Bachelor's degree, Business/Corporate Communications
Cayce Weems, CFA Cayce Weems, CFA's Charles Schwab Experience April 2007 - August 2009
Job Principal at Weems & Robertson
Industry Investment Management
Experience
Weems & Robertson August 2009 - Present
Charles Schwab April 2007 - August 2009
The 401(k) Company May 1996 - April 2007
Skills
Asset Allocation, Investment Policy..., RFP, RFI, 401k, Retirement, Investment Advisory, Mutual Funds, Pensions, Investments, Investment Management, Investment Strategies, Alternative Investments, Series 7, Retirement Plan..., Series 63, Asset Managment, Defined Benefit, Portfolio Management, Retirement Planning, Institutional..., Qualified Retirement...
Education
CFA Institute 1996 — 1999
Chartered Financial Analyst (CFA), Investments
The University of Texas at Austin 1990 — 1996
BBA/BA, Finance, Spanish
Weems & Robertson August 2009 - Present
Charles Schwab April 2007 - August 2009
The 401(k) Company May 1996 - April 2007
Skills
Asset Allocation, Investment Policy..., RFP, RFI, 401k, Retirement, Investment Advisory, Mutual Funds, Pensions, Investments, Investment Management, Investment Strategies, Alternative Investments, Series 7, Retirement Plan..., Series 63, Asset Managment, Defined Benefit, Portfolio Management, Retirement Planning, Institutional..., Qualified Retirement...
Education
CFA Institute 1996 — 1999
Chartered Financial Analyst (CFA), Investments
The University of Texas at Austin 1990 — 1996
BBA/BA, Finance, Spanish
Kyrene Butters Kyrene Butters's Charles Schwab Experience January 2015 - Present
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
SquareTwo Financial March 2014 - December 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2014
Aurora Bank FSB October 2011 - May 2012
Aurora Bank FSB (fka Lehman Brothers Bank) April 2009 - October 2011
Assurity Financial Services November 2007 - May 2008
E*Trade Financial June 2006 - November 2007
LoanCity Wholesale Lending February 2005 - June 2006
New Line Wholesale Mortgage August 2004 - February 2005
Skills
Process Improvement, Gap Analysis, Business Analysis, Loans, Analysis, Requirements Gathering, Business Requirements, Business Process, Requirements Analysis, Finance, Mortgage Banking, Financial Analysis, Product Development, Mortgage Lending, Portfolio Management, Relationship Management, Analytics, CRM, Project Management, Program Management
Education
The University of Montana - School of Business Administration
MBA, Business
Charles Schwab January 2015 - Present
SquareTwo Financial March 2014 - December 2014
Lender Processing Services, Inc. (LPS) October 2012 - January 2014
Aurora Bank FSB October 2011 - May 2012
Aurora Bank FSB (fka Lehman Brothers Bank) April 2009 - October 2011
Assurity Financial Services November 2007 - May 2008
E*Trade Financial June 2006 - November 2007
LoanCity Wholesale Lending February 2005 - June 2006
New Line Wholesale Mortgage August 2004 - February 2005
Skills
Process Improvement, Gap Analysis, Business Analysis, Loans, Analysis, Requirements Gathering, Business Requirements, Business Process, Requirements Analysis, Finance, Mortgage Banking, Financial Analysis, Product Development, Mortgage Lending, Portfolio Management, Relationship Management, Analytics, CRM, Project Management, Program Management
Education
The University of Montana - School of Business Administration
MBA, Business
Jenna Johnson Jenna Johnson's Charles Schwab Experience September 2014 - Present
Job Managing Director, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab July 2011 - Present
Charles Schwab June 2009 - November 2011
Charles Schwab April 2008 - June 2009
Charles Schwab January 2007 - March 2008
CyberTrader May 2005 - December 2006
Education
The University of Texas at Austin 2002 — 2006
BBA, Marketing
The University of Texas at Austin 2002 — 2006
BS, Communication Studies
The Woodlands High School
Charles Schwab September 2014 - Present
Charles Schwab July 2011 - Present
Charles Schwab June 2009 - November 2011
Charles Schwab April 2008 - June 2009
Charles Schwab January 2007 - March 2008
CyberTrader May 2005 - December 2006
Education
The University of Texas at Austin 2002 — 2006
BBA, Marketing
The University of Texas at Austin 2002 — 2006
BS, Communication Studies
The Woodlands High School
Avinash Kinra's Charles Schwab Experience October 2014 - Present
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
U.S. Army (Texas Army National Guard) February 2000 - Present
Virtus Partners, LLC August 2013 - October 2014
Comerica Bank August 2012 - March 2013
Skills
Management, Intelligence Analysis, Team Leadership, Statistical Data..., Qualitative Research, Leadership, Report Writing, Project Management, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
Master's Degree, Master of Public Administration
The University of Houston 1999 — 2004
Bachelor of Arts (B.A.)
Charles Schwab October 2014 - Present
U.S. Army (Texas Army National Guard) February 2000 - Present
Virtus Partners, LLC August 2013 - October 2014
Comerica Bank August 2012 - March 2013
Skills
Management, Intelligence Analysis, Team Leadership, Statistical Data..., Qualitative Research, Leadership, Report Writing, Project Management, Process Improvement
Education
The University of Texas at Austin 2007 — 2011
Master's Degree, Master of Public Administration
The University of Houston 1999 — 2004
Bachelor of Arts (B.A.)
Brad Ziemba's Charles Schwab Experience March 2000 - June 2002
Job VP, Compliance Officer Fixed Income Capital Markets at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 2013 - Present
Duncan-Williams, Inc. October 2003 - June 2013
Morgan Keegan & Co Inc June 2002 - October 2003
Charles Schwab March 2000 - June 2002
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), cum laude
The University of Memphis 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
D.A. Davidson & Co. June 2013 - Present
Duncan-Williams, Inc. October 2003 - June 2013
Morgan Keegan & Co Inc June 2002 - October 2003
Charles Schwab March 2000 - June 2002
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), cum laude
The University of Memphis 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Heather Galindo Heather Galindo's Charles Schwab Experience 1999 - December 2013
Job Technical Copywriter at Insider Marketing
Industry Writing and Editing
Experience
Insider Marketing January 2014 - Present
Heather Galindo, Freelance Writer/Editor October 2008 - January 2014
Charles Schwab 1999 - December 2013
Texas Education Agency 1998 - 1999
Texas Library Association 1997 - 1998
Skills
RoboHelp, SnagIt, FrameMaker, Online Help, Technical Communication, Manuals, Technical Documentation, Software Documentation, Visio, MadCap Flare, Single Sourcing, Information Mapping, AP Style, Flash, Content Strategy, Guides, Publications, Agile Project Management, Creative Writing, Business Requirements, Content Development, Camtasia, Press Releases, News Writing, Dreamweaver, Information Design, Proofreading, Copy Editing, Blogging, Web Content, Storytelling, Web Content Management, Editing, HTML, Magazines, Feature Articles, New Media, SharePoint, Journalism, MS Project, Captivate, XML, CMS, Technical Training, Information Architecture, White Papers, Project Management, Adobe Acrobat, PaintShop Pro
Education
The University of Texas at Austin 1993 — 1996
Bachelor of Journalism
Insider Marketing January 2014 - Present
Heather Galindo, Freelance Writer/Editor October 2008 - January 2014
Charles Schwab 1999 - December 2013
Texas Education Agency 1998 - 1999
Texas Library Association 1997 - 1998
Skills
RoboHelp, SnagIt, FrameMaker, Online Help, Technical Communication, Manuals, Technical Documentation, Software Documentation, Visio, MadCap Flare, Single Sourcing, Information Mapping, AP Style, Flash, Content Strategy, Guides, Publications, Agile Project Management, Creative Writing, Business Requirements, Content Development, Camtasia, Press Releases, News Writing, Dreamweaver, Information Design, Proofreading, Copy Editing, Blogging, Web Content, Storytelling, Web Content Management, Editing, HTML, Magazines, Feature Articles, New Media, SharePoint, Journalism, MS Project, Captivate, XML, CMS, Technical Training, Information Architecture, White Papers, Project Management, Adobe Acrobat, PaintShop Pro
Education
The University of Texas at Austin 1993 — 1996
Bachelor of Journalism
William Gisi William Gisi's Charles Schwab Experience February 2014 - Present
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Tiemeier & Stich, P.C. March 2013 - May 2013
Promontory Financial Group, LLC September 2012 - January 2013
Sturm College of Law August 2010 - May 2012
Hoban & Feola, LLC January 2012 - April 2012
Civil Ligation Clinic, Sturm College of Law August 2011 - December 2011
Bridges Across Borders Cambodia May 2011 - July 2011
Montgomery, Little and Soran P.C. January 2011 - May 2011
The Honorable Jeffrey Holmes, 18th Judicial District June 2010 - July 2010
Skills
Civil Litigation, Legal Writing, Courts, Litigation, Legal Research
Education
University of Denver - Sturm College of Law 2009 — 2012
Juris Doctor
University of Kansas 2004 — 2009
Bachelor of Science, Cellular Biology
Charles Schwab February 2014 - Present
Tiemeier & Stich, P.C. March 2013 - May 2013
Promontory Financial Group, LLC September 2012 - January 2013
Sturm College of Law August 2010 - May 2012
Hoban & Feola, LLC January 2012 - April 2012
Civil Ligation Clinic, Sturm College of Law August 2011 - December 2011
Bridges Across Borders Cambodia May 2011 - July 2011
Montgomery, Little and Soran P.C. January 2011 - May 2011
The Honorable Jeffrey Holmes, 18th Judicial District June 2010 - July 2010
Skills
Civil Litigation, Legal Writing, Courts, Litigation, Legal Research
Education
University of Denver - Sturm College of Law 2009 — 2012
Juris Doctor
University of Kansas 2004 — 2009
Bachelor of Science, Cellular Biology
Anita Tansil Anita Tansil's Charles Schwab Experience August 2015 - Present
Job Team Lead at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab March 2011 - Present
Charles Schwab August 2013 - July 2014
Charles Schwab September 2009 - February 2011
Nova Pension Consulting March 2007 - August 2008
Skills
Mutual Funds, Equities, Analysis, Financial Services, Account Reconciliation, Employee Benefits, Retirement Planning, Alternative Investments, Microsoft Excel, Defined Benefit, Fixed Annuities, SAP, Trading, Pensions, System Administration, Insurance, Financial Modeling, Financial Analysis, Retirement
Education
The University of Texas at Austin 2002 — 2006
B.S and B.A, Actuarial Science and Economics, GPA: 3.5
SMUK BPK Penabur
Charles Schwab August 2015 - Present
Charles Schwab March 2011 - Present
Charles Schwab August 2013 - July 2014
Charles Schwab September 2009 - February 2011
Nova Pension Consulting March 2007 - August 2008
Skills
Mutual Funds, Equities, Analysis, Financial Services, Account Reconciliation, Employee Benefits, Retirement Planning, Alternative Investments, Microsoft Excel, Defined Benefit, Fixed Annuities, SAP, Trading, Pensions, System Administration, Insurance, Financial Modeling, Financial Analysis, Retirement
Education
The University of Texas at Austin 2002 — 2006
B.S and B.A, Actuarial Science and Economics, GPA: 3.5
SMUK BPK Penabur
David Russakov's Charles Schwab Experience January 2014 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Dallas Theater Center January 2006 - Present
Charles Schwab April 2000 - January 2014
Southern Sector YMCA January 2008 - December 2011
Digital Lighthouse Corporation 1999 - 2000
Prudential Securities 1997 - 1999
Telelink 1993 - 1997
Education
Southwest High School
The University of Texas at Austin
Charles Schwab January 2014 - Present
Dallas Theater Center January 2006 - Present
Charles Schwab April 2000 - January 2014
Southern Sector YMCA January 2008 - December 2011
Digital Lighthouse Corporation 1999 - 2000
Prudential Securities 1997 - 1999
Telelink 1993 - 1997
Education
Southwest High School
The University of Texas at Austin
Susan Montgomery's Charles Schwab Experience January 2008 - October 2009
Job Client Service Manager at Linscomb & Williams
Industry Investment Management
Experience
Linscomb & Williams April 2011 - Present
AXA Advisors October 2009 - April 2011
Charles Schwab January 2008 - October 2009
Education
The University of Texas at Austin
BA, Economics
Linscomb & Williams April 2011 - Present
AXA Advisors October 2009 - April 2011
Charles Schwab January 2008 - October 2009
Education
The University of Texas at Austin
BA, Economics
Jay Kombrink's Charles Schwab Experience August 2012 - January 2013
Job Business Analyst II at Sprint
Industry Telecommunications
Experience
Sprint October 2012 - Present
Charles Schwab August 2012 - January 2013
Kansas City Royals April 2007 - July 2012
Under the Palm Tree April 2006 - November 2010
Skills
Mac, Windows, PeopleSoft, SOX Compliancy, CRM, Microsoft Word, Microsoft Excel
Education
University of Kansas 2007 — 2011
Bachelors in Economics, Minor in Business and History
Sprint October 2012 - Present
Charles Schwab August 2012 - January 2013
Kansas City Royals April 2007 - July 2012
Under the Palm Tree April 2006 - November 2010
Skills
Mac, Windows, PeopleSoft, SOX Compliancy, CRM, Microsoft Word, Microsoft Excel
Education
University of Kansas 2007 — 2011
Bachelors in Economics, Minor in Business and History
Calvin Yang Calvin Yang's Charles Schwab Experience May 2008 - May 2009
Job at
Industry Financial Services
Experience
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2011 - January 2013
University of Texas at Austin January 2009 - May 2010
Crush That Test, LLC. April 2009 - December 2009
Charles Schwab May 2008 - May 2009
TEXAS INSTRUMENTS FOUNDRY PROGRAM May 2003 - August 2003
Skills
Financial Analysis, SharePoint, Software Documentation, Analysis, Management, Integration, Leadership, Business Intelligence, Project Management, Program Management, Vendor Management, Business Process..., SDLC, Software Development, Business Development, Access, Data Analysis, Requirements Analysis, Testing, Business Analysis, Requirements Gathering, Change Management, Software Project..., Process Improvement, Visio, Cross-functional Team..., Risk Management, Agile Methodologies, SQL, Databases, CRM, Quality Assurance, Analytics, Team Leadership, Data Warehousing, IT Strategy, MS Project, Microsoft SQL Server
Education
The University of Texas at Austin 2006 — 2010
B.A.
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2011 - January 2013
University of Texas at Austin January 2009 - May 2010
Crush That Test, LLC. April 2009 - December 2009
Charles Schwab May 2008 - May 2009
TEXAS INSTRUMENTS FOUNDRY PROGRAM May 2003 - August 2003
Skills
Financial Analysis, SharePoint, Software Documentation, Analysis, Management, Integration, Leadership, Business Intelligence, Project Management, Program Management, Vendor Management, Business Process..., SDLC, Software Development, Business Development, Access, Data Analysis, Requirements Analysis, Testing, Business Analysis, Requirements Gathering, Change Management, Software Project..., Process Improvement, Visio, Cross-functional Team..., Risk Management, Agile Methodologies, SQL, Databases, CRM, Quality Assurance, Analytics, Team Leadership, Data Warehousing, IT Strategy, MS Project, Microsoft SQL Server
Education
The University of Texas at Austin 2006 — 2010
B.A.
Luke Davis Luke Davis's Charles Schwab Experience January 1996 - October 1997
Job Chief Operating Officer
Industry Real Estate
Experience
Forum Real Estate Group April 2014 - Present
Triton Investment Company May 2011 - April 2014
Western Capital Partners LLC January 2003 - May 2011
Colorado Housing and Finance Authority January 2002 - December 2002
Greystar August 1999 - December 2001
Equity Residential October 1997 - August 1999
Charles Schwab January 1996 - October 1997
Skills
Real Estate, Asset Management, Real Estate Development, Property Management, Investment Properties, Real Estate Transactions, Disposition, Leases, Real Estate Economics, Commercial Real Estate, Brokerage, Contract Negotiation, Investors, Sellers, Residential Homes, Foreclosures, Due Diligence, Short Sales, Selling, REO
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, Business
The University of Kansas 1991 — 1994
BGS, Psychology & Communication Studies
Forum Real Estate Group April 2014 - Present
Triton Investment Company May 2011 - April 2014
Western Capital Partners LLC January 2003 - May 2011
Colorado Housing and Finance Authority January 2002 - December 2002
Greystar August 1999 - December 2001
Equity Residential October 1997 - August 1999
Charles Schwab January 1996 - October 1997
Skills
Real Estate, Asset Management, Real Estate Development, Property Management, Investment Properties, Real Estate Transactions, Disposition, Leases, Real Estate Economics, Commercial Real Estate, Brokerage, Contract Negotiation, Investors, Sellers, Residential Homes, Foreclosures, Due Diligence, Short Sales, Selling, REO
Education
University of Denver - Daniels College of Business 2002 — 2003
MBA, Business
The University of Kansas 1991 — 1994
BGS, Psychology & Communication Studies
Amy Rowden, Ph.D. Amy Rowden, Ph.D.'s Charles Schwab Experience April 2014 - Present
Job Client Education Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Chasse Consulting: Sales Strategies, Inc. May 2013 - March 2014
360training May 2009 - May 2013
360training February 2008 - April 2009
SMARTHINKING, Inc. 2007 - 2008
University of Illinois at Urbana-Champaign 1994 - 2006
Skills
Project Management, Instructional Design, Learning Management..., Teaching, Time Management, E-Learning, Curriculum Design, Educational Technology, Curriculum Development, Research, Public Speaking
Education
The University of Kansas
B.A., English and Italian
University of Illinois at Urbana-Champaign
Ph.D., Italian Literature with a doctoral minor in Women's Studies
University of Illinois at Urbana-Champaign
M.A., Italian Literature
Charles Schwab April 2014 - Present
Chasse Consulting: Sales Strategies, Inc. May 2013 - March 2014
360training May 2009 - May 2013
360training February 2008 - April 2009
SMARTHINKING, Inc. 2007 - 2008
University of Illinois at Urbana-Champaign 1994 - 2006
Skills
Project Management, Instructional Design, Learning Management..., Teaching, Time Management, E-Learning, Curriculum Design, Educational Technology, Curriculum Development, Research, Public Speaking
Education
The University of Kansas
B.A., English and Italian
University of Illinois at Urbana-Champaign
Ph.D., Italian Literature with a doctoral minor in Women's Studies
University of Illinois at Urbana-Champaign
M.A., Italian Literature
Shannon Swenson Shannon Swenson's Charles Schwab Experience September 2010 - April 2015
Job Vice President at FirstView
Industry Marketing and Advertising
Experience
FirstView Consultants Inc. April 2015 - Present
Charles Schwab September 2010 - April 2015
Sanders\Wingo September 2009 - August 2010
SQPN March 2005 - March 2010
Powered, Inc. September 2008 - August 2009
GSD&M's Idea City November 2007 - August 2008
Stream Studio November 1997 - November 2007
HC&B Healthcare Communications July 2007 - September 2007
Southwest Airlines February 2006 - April 2006
Dell 1998 - 2002
Skills
Senior Executive..., Digital Strategy, Digital Marketing, Interactive Marketing, Interactive Advertising, Community Management, Business Analysis, Paid Media, Earned Media, Web Analytics, Social Media, Mobile Marketing, SEO, SEM, Analytics, Marketing Strategy, Integrated Marketing, Strategy, E-commerce, Start-ups, Competitive Analysis, Marketing, Social Networking, User Experience, Entrepreneurship, Brand Development, Leadership, Market Research
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2001
CMBA, Business
The University of Texas at Austin 1994 — 1996
BA, Psychology, Family Relationships, Child Development
The University of Texas at Arlington 1990 — 1993
Military Science
FirstView Consultants Inc. April 2015 - Present
Charles Schwab September 2010 - April 2015
Sanders\Wingo September 2009 - August 2010
SQPN March 2005 - March 2010
Powered, Inc. September 2008 - August 2009
GSD&M's Idea City November 2007 - August 2008
Stream Studio November 1997 - November 2007
HC&B Healthcare Communications July 2007 - September 2007
Southwest Airlines February 2006 - April 2006
Dell 1998 - 2002
Skills
Senior Executive..., Digital Strategy, Digital Marketing, Interactive Marketing, Interactive Advertising, Community Management, Business Analysis, Paid Media, Earned Media, Web Analytics, Social Media, Mobile Marketing, SEO, SEM, Analytics, Marketing Strategy, Integrated Marketing, Strategy, E-commerce, Start-ups, Competitive Analysis, Marketing, Social Networking, User Experience, Entrepreneurship, Brand Development, Leadership, Market Research
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2001
CMBA, Business
The University of Texas at Austin 1994 — 1996
BA, Psychology, Family Relationships, Child Development
The University of Texas at Arlington 1990 — 1993
Military Science
William (Bill) Walsh III's Charles Schwab Experience January 2015 - Present
Job RFP Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
HB Management Group, Inc. August 2011 - December 2014
ZOLL March 2009 - August 2011
Unisys May 2008 - February 2009
Great-West Financial February 2005 - May 2008
Great-West Healthcare October 2003 - March 2005
Merrill Lynch February 2000 - August 2003
Skills
Project Management, Salesforce.com, Proposal Writing, Strategic Planning, RFP, Account Management, Business Development, Team Building, Sales, Leadership, Marketing, Contract Negotiation, Training, Strategy, CRM, Management, Customer Service
Education
University of Kansas
B.A., Communication Studies
Charles Schwab January 2015 - Present
HB Management Group, Inc. August 2011 - December 2014
ZOLL March 2009 - August 2011
Unisys May 2008 - February 2009
Great-West Financial February 2005 - May 2008
Great-West Healthcare October 2003 - March 2005
Merrill Lynch February 2000 - August 2003
Skills
Project Management, Salesforce.com, Proposal Writing, Strategic Planning, RFP, Account Management, Business Development, Team Building, Sales, Leadership, Marketing, Contract Negotiation, Training, Strategy, CRM, Management, Customer Service
Education
University of Kansas
B.A., Communication Studies
Brittany Barker Brittany Barker's Charles Schwab Experience March 2015 - Present
Job Project Engineer at Tree Line Builders
Industry Financial Services
Experience
Tree Line Builders August 2015 - Present
Charles Schwab March 2015 - Present
Premium Retail Services January 2014 - February 2015
Wells Fargo Insurance November 2013 - January 2014
Wells Fargo February 2013 - January 2014
Nutrishop May 2013 - December 2013
Thorpe Distributing Company February 2013 - December 2013
Aurora Borealis Agency February 2013 - December 2013
KSMS Our House Senior Living December 2011 - December 2012
Skills
Leadership, Microsoft Word, PowerPoint, Public Speaking, Marketing, Menu Development, Microsoft Excel, Event Planning, Microsoft Office, Customer Service, Sales, Data Reconciliation, Outlook, Team Leadership, Management, Teamwork, Time Management
Education
University of Wisconsin-Stout 2009 — 2012
Bachelor, Business Administration; Finance; Science
The University of North Dakota 2008 — 2009
St. Johns lutheran
maple grove senior high school
Tree Line Builders August 2015 - Present
Charles Schwab March 2015 - Present
Premium Retail Services January 2014 - February 2015
Wells Fargo Insurance November 2013 - January 2014
Wells Fargo February 2013 - January 2014
Nutrishop May 2013 - December 2013
Thorpe Distributing Company February 2013 - December 2013
Aurora Borealis Agency February 2013 - December 2013
KSMS Our House Senior Living December 2011 - December 2012
Skills
Leadership, Microsoft Word, PowerPoint, Public Speaking, Marketing, Menu Development, Microsoft Excel, Event Planning, Microsoft Office, Customer Service, Sales, Data Reconciliation, Outlook, Team Leadership, Management, Teamwork, Time Management
Education
University of Wisconsin-Stout 2009 — 2012
Bachelor, Business Administration; Finance; Science
The University of North Dakota 2008 — 2009
St. Johns lutheran
maple grove senior high school
Heidi Depp's Charles Schwab Experience April 2000 - April 2009
Job Product/Program Management; Technical Writing and Editing
Industry Financial Services
Experience
UCSF 2011 - 2013
Charles Schwab April 2000 - April 2009
SunGard Investment Systems, International May 1999 - April 2000
SunGard Data Systems February 1997 - May 1999
SunGard Data Systems November 1993 - February 1997
Skills
Program Management, SDLC, Cross-functional Team..., Project Management, Management, Business Analysis, Analysis, Process Improvement, Product Management, Agile Methodologies, Software Project..., Agile Project Management, Project Portfolio..., Vendor Management, PMO, Change Management, Risk Management, Visio, Business Process..., User Experience, Testing
Education
Thunderbird School of Global Management
Master of International Management, International Business
The University of Kansas
Bachelor of Science, Business Administration; Concentration in French Language and Literature
UCSF 2011 - 2013
Charles Schwab April 2000 - April 2009
SunGard Investment Systems, International May 1999 - April 2000
SunGard Data Systems February 1997 - May 1999
SunGard Data Systems November 1993 - February 1997
Skills
Program Management, SDLC, Cross-functional Team..., Project Management, Management, Business Analysis, Analysis, Process Improvement, Product Management, Agile Methodologies, Software Project..., Agile Project Management, Project Portfolio..., Vendor Management, PMO, Change Management, Risk Management, Visio, Business Process..., User Experience, Testing
Education
Thunderbird School of Global Management
Master of International Management, International Business
The University of Kansas
Bachelor of Science, Business Administration; Concentration in French Language and Literature
Roland Wolfe's Charles Schwab Experience January 1995 - October 2001
Job Paralegal at Riggs, Abney, Neal, Turpen, Orbison & Lewis P.C.
Industry Law Practice
Experience
Riggs, Abney, Neal, Turpen, Orbison & Lewis P.C. February 2003 - Present
Charles Schwab January 1995 - October 2001
US Army 1982 - 1985
Skills
Estate Planning, Army, Security Clearance, Business Development, Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Bankruptcy
Education
University of California, Santa Barbara 1991 — 1994
Master of Arts, Philosophy
University of Delaware 1985 — 1989
Bachelor of Arts, cum laude, Philosophy & Political Science
Denver Career College, f/k/a Denver Paralegal Institute 2002 — 2002
Paralegal certificate, ABA approved Post-Baccalaureate Paralegal program
The University of Texas at Austin 1980 — 1981
Riggs, Abney, Neal, Turpen, Orbison & Lewis P.C. February 2003 - Present
Charles Schwab January 1995 - October 2001
US Army 1982 - 1985
Skills
Estate Planning, Army, Security Clearance, Business Development, Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Bankruptcy
Education
University of California, Santa Barbara 1991 — 1994
Master of Arts, Philosophy
University of Delaware 1985 — 1989
Bachelor of Arts, cum laude, Philosophy & Political Science
Denver Career College, f/k/a Denver Paralegal Institute 2002 — 2002
Paralegal certificate, ABA approved Post-Baccalaureate Paralegal program
The University of Texas at Austin 1980 — 1981
Lauren Hendrixson's Charles Schwab Experience August 2014 - Present
Job Manager eMarketing at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab August 2014 - Present
LatinWorks November 2013 - July 2014
22squared April 2012 - May 2013
22squared May 2011 - April 2012
Tocquigny June 2010 - December 2010
Coremetrics April 2009 - May 2010
Coremetrics March 2008 - March 2009
nFusion Group, LLC April 2005 - February 2008
nFusion Group, LLC September 2004 - April 2005
GSD&M June 2003 - September 2004
Skills
Interactive Marketing, Digital Strategy, Web Analytics, Media Planning, SEM, Google Analytics, Digital Marketing, Digital Media, Email Marketing, Integrated Marketing, Online Advertising, Analytics, Google Adwords, Social Media Marketing, Mobile Marketing, comScore, DoubleClick, Advertising, CRM, PPC, Marketing, Interactive Advertising, Omniture, Media Buying
Education
The University of Texas at Austin 2000 — 2003
BS, Advertising
Charles Schwab August 2014 - Present
LatinWorks November 2013 - July 2014
22squared April 2012 - May 2013
22squared May 2011 - April 2012
Tocquigny June 2010 - December 2010
Coremetrics April 2009 - May 2010
Coremetrics March 2008 - March 2009
nFusion Group, LLC April 2005 - February 2008
nFusion Group, LLC September 2004 - April 2005
GSD&M June 2003 - September 2004
Skills
Interactive Marketing, Digital Strategy, Web Analytics, Media Planning, SEM, Google Analytics, Digital Marketing, Digital Media, Email Marketing, Integrated Marketing, Online Advertising, Analytics, Google Adwords, Social Media Marketing, Mobile Marketing, comScore, DoubleClick, Advertising, CRM, PPC, Marketing, Interactive Advertising, Omniture, Media Buying
Education
The University of Texas at Austin 2000 — 2003
BS, Advertising
Kaitlan Shamet's Charles Schwab Experience April 2013 - Present
Job Sr. Manager, Real Estate Strategy at Charles Schwab
Industry Real Estate
Experience
Charles Schwab April 2013 - Present
Charles Schwab September 2009 - May 2013
Jones Lang LaSalle/Charles Schwab May 2007 - September 2009
The NewsMarket September 2006 - May 2007
Skills
Marketing, Salesforce.com, Strategic Planning, Project Management, Social Media
Education
The University of Kansas
B.S. in Journalism, emphasis in Strategic Communications
Charles Schwab April 2013 - Present
Charles Schwab September 2009 - May 2013
Jones Lang LaSalle/Charles Schwab May 2007 - September 2009
The NewsMarket September 2006 - May 2007
Skills
Marketing, Salesforce.com, Strategic Planning, Project Management, Social Media
Education
The University of Kansas
B.S. in Journalism, emphasis in Strategic Communications
LindaJean Egbert, PMP's Charles Schwab Experience September 2007 - Present
Job Sr Technical Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2007 - Present
American Express 2004 - 2007
American Express 2000 - 2004
American Express 1996 - 2000
American Express 1993 - 1996
American Express May 1991 - 1993
Skills
PMP, PMO, Project Management, Project Portfolio..., Cross-functional Team..., SDLC, Vendor Management, Strategy, Analysis, Business Analysis, Testing, Outsourcing, Program Management, Requirements Gathering, Process Improvement, Security, Software Project..., Six Sigma, Information Security, Project Delivery, Certified Project..., Financial Services, PMI, Management
Education
The University of Kansas
Charles Schwab September 2007 - Present
American Express 2004 - 2007
American Express 2000 - 2004
American Express 1996 - 2000
American Express 1993 - 1996
American Express May 1991 - 1993
Skills
PMP, PMO, Project Management, Project Portfolio..., Cross-functional Team..., SDLC, Vendor Management, Strategy, Analysis, Business Analysis, Testing, Outsourcing, Program Management, Requirements Gathering, Process Improvement, Security, Software Project..., Six Sigma, Information Security, Project Delivery, Certified Project..., Financial Services, PMI, Management
Education
The University of Kansas
Manny Ortiz's Charles Schwab Experience March 2008 - Present
Job Senior Software Engineer
Industry Computer Software
Experience
Charles Schwab March 2008 - Present
Harte Hanks September 2000 - March 2008
Harte-Hanks July 1995 - March 2008
Skills
XML, SQL, Microsoft SQL Server, Database Design, Perl, Project Management, Software Development, Linux, MySQL, JavaScript, Java, C#, Web Applications
Education
The University of Texas at Austin 1992 — 1995
Charles Schwab March 2008 - Present
Harte Hanks September 2000 - March 2008
Harte-Hanks July 1995 - March 2008
Skills
XML, SQL, Microsoft SQL Server, Database Design, Perl, Project Management, Software Development, Linux, MySQL, JavaScript, Java, C#, Web Applications
Education
The University of Texas at Austin 1992 — 1995
Ruben Guardiola's Charles Schwab Experience July 2015 - Present
Job Sr Staff, Solutions Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab July 2000 - Present
University of Texas at Austin January 1998 - January 2000
Best Buy July 1993 - January 1997
Skills
Microsoft Certified..., Troubleshooting, Project Management, BMC Remedy, Agile Methodologies, ITIL, System Deployment, Technical Support, Windows 7, Disaster Recovery, Information Technology, Hardware, Data Center, Enterprise Architecture, Visio, Integration, Requirements Analysis
Education
The University of Texas at Austin 1994 — 2000
Computer Science, Computer Science
United High School 1988 — 1991
Charles Schwab July 2015 - Present
Charles Schwab July 2000 - Present
University of Texas at Austin January 1998 - January 2000
Best Buy July 1993 - January 1997
Skills
Microsoft Certified..., Troubleshooting, Project Management, BMC Remedy, Agile Methodologies, ITIL, System Deployment, Technical Support, Windows 7, Disaster Recovery, Information Technology, Hardware, Data Center, Enterprise Architecture, Visio, Integration, Requirements Analysis
Education
The University of Texas at Austin 1994 — 2000
Computer Science, Computer Science
United High School 1988 — 1991
Daniel Carver-Khailer's Charles Schwab Experience November 2012 - Present
Job Writer, Editor, Social Media Manager
Industry Public Relations and Communications
Experience
Charles Schwab November 2012 - Present
- Freelance January 2005 - Present
WellPoint November 2010 - May 2012
SunGard August 2005 - June 2009
Autobytel, Inc. February 2004 - March 2005
Autobytel, Inc. July 2002 - February 2004
Autobytel, Inc. June 2000 - July 2002
Autobytel, Inc. September 1997 - May 2000
Skills
Project Management, Public Speaking, Process Improvement, Editing, Social Media, Knowledge Management, Training, Instructional Design, Technical Writing, Writing, Creative Writing, Customer Service, Disaster Recovery, E-Learning, Editorial, Fitness, Graphic Design, Interviews, Layout, Microsoft Office, Military, Microsoft Word, Newsletters, PowerPoint, Publishing, QuarkXPress, Research, Risk Assessment, Analysis, Copy Editing, Management, Internal Communications, Program Management, Business Journalism, Freelance Writing
Education
University of Kansas 1991 — 1994
Journalism and Mass Communication, Communication, Journalism, and Related Programs
Colorado Free University
Charles Schwab November 2012 - Present
- Freelance January 2005 - Present
WellPoint November 2010 - May 2012
SunGard August 2005 - June 2009
Autobytel, Inc. February 2004 - March 2005
Autobytel, Inc. July 2002 - February 2004
Autobytel, Inc. June 2000 - July 2002
Autobytel, Inc. September 1997 - May 2000
Skills
Project Management, Public Speaking, Process Improvement, Editing, Social Media, Knowledge Management, Training, Instructional Design, Technical Writing, Writing, Creative Writing, Customer Service, Disaster Recovery, E-Learning, Editorial, Fitness, Graphic Design, Interviews, Layout, Microsoft Office, Military, Microsoft Word, Newsletters, PowerPoint, Publishing, QuarkXPress, Research, Risk Assessment, Analysis, Copy Editing, Management, Internal Communications, Program Management, Business Journalism, Freelance Writing
Education
University of Kansas 1991 — 1994
Journalism and Mass Communication, Communication, Journalism, and Related Programs
Colorado Free University
Jenny Preece's Charles Schwab Experience January 2004 - Present
Job Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2004 - Present
PetersGroup Public Relations June 2002 - December 2003
Education
The University of Texas at Austin 1999 — 2003
BBA, Marketing
Charles Schwab January 2004 - Present
PetersGroup Public Relations June 2002 - December 2003
Education
The University of Texas at Austin 1999 — 2003
BBA, Marketing
Dylan McCullough, CFP®'s Charles Schwab Experience February 2004 - June 2011
Job Portfolio Consultant , Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2004 - June 2011
Education
The University of Kansas 1999 — 2002
Charles Schwab February 2004 - June 2011
Education
The University of Kansas 1999 — 2002
Julie Leggett's Charles Schwab Experience 2008 - 2011
Job Advertising Analyst at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services July 2014 - Present
NFP Advisor Services April 2012 - July 2014
Charles Schwab 2008 - 2011
Cybertrader July 2006 - July 2008
Janus 1999 - 2001
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Journalism
NFP Advisor Services July 2014 - Present
NFP Advisor Services April 2012 - July 2014
Charles Schwab 2008 - 2011
Cybertrader July 2006 - July 2008
Janus 1999 - 2001
Education
The University of Texas at Austin 1994 — 1999
Bachelor of Journalism
Ernie Longmire's Charles Schwab Experience 1999 - Present
Job Technologist
Industry Computer Software
Experience
Charles Schwab 1999 - Present
BASIS International, Ltd. January 1998 - August 1999
BASIS International, Ltd. January 1997 - August 1999
BASIS International, Ltd. February 1994 - December 1996
Access Innovations, Inc. 1989 - 1994
Education
The University of New Mexico 1984 — 1988
Albuquerque Academy 1975 — 1983
Charles Schwab 1999 - Present
BASIS International, Ltd. January 1998 - August 1999
BASIS International, Ltd. January 1997 - August 1999
BASIS International, Ltd. February 1994 - December 1996
Access Innovations, Inc. 1989 - 1994
Education
The University of New Mexico 1984 — 1988
Albuquerque Academy 1975 — 1983
Sandra Toon Eymann's Charles Schwab Experience 2002 - 2005
Job Group Media Manager at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company November 2009 - Present
Cost Plus World Market 2009 - 2009
The North Face 2007 - 2009
Toon Media 2002 - 2009
Mediaedge:cia 2006 - 2007
Charles Schwab 2002 - 2005
(Creative Media) phd 2000 - 2003
Skills
Strategic Communications, Digital Marketing, Brand Management, Integrated Marketing, Advertising, Branded Entertainment, Digital Strategy, Leadership, Social Media Marketing, Social Media, Management
Education
The University of Texas at Austin
BS, Advertising
The Clorox Company November 2009 - Present
Cost Plus World Market 2009 - 2009
The North Face 2007 - 2009
Toon Media 2002 - 2009
Mediaedge:cia 2006 - 2007
Charles Schwab 2002 - 2005
(Creative Media) phd 2000 - 2003
Skills
Strategic Communications, Digital Marketing, Brand Management, Integrated Marketing, Advertising, Branded Entertainment, Digital Strategy, Leadership, Social Media Marketing, Social Media, Management
Education
The University of Texas at Austin
BS, Advertising
Mahoney, Blake's Charles Schwab Experience April 2014 - Present
Job Financial Consultant with Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
David Kevane's Charles Schwab Experience August 2006 - June 2009
Job Director, Supply Chain Strategy & Operations at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company March 2014 - Present
Pacific Gas and Electric Company July 2009 - Present
Charles Schwab August 2006 - June 2009
Verizon Business August 1996 - August 2006
Skills
RFP, Vendor Management, Cross-functional Team..., Strategic Sourcing, Process Improvement, Negotiation, Telecommunications, Proposal Writing, Pricing, Supply Management, Contract Management, Project Management, Supply Chain, Management
Education
The University of Georgia 1994 — 1996
MBA, Marketing
University of Pennsylvania 1986 — 1990
BA, American History
Pacific Gas and Electric Company March 2014 - Present
Pacific Gas and Electric Company July 2009 - Present
Charles Schwab August 2006 - June 2009
Verizon Business August 1996 - August 2006
Skills
RFP, Vendor Management, Cross-functional Team..., Strategic Sourcing, Process Improvement, Negotiation, Telecommunications, Proposal Writing, Pricing, Supply Management, Contract Management, Project Management, Supply Chain, Management
Education
The University of Georgia 1994 — 1996
MBA, Marketing
University of Pennsylvania 1986 — 1990
BA, American History
Kanishka Abeynayake's Charles Schwab Experience December 2009 - February 2011
Job Senior Advisor at Dell
Industry Computer Software
Experience
Dell June 2013 - Present
Lionknight Software January 2000 - Present
Sogeti February 2011 - June 2013
Charles Schwab December 2009 - February 2011
SoftThinks January 2009 - December 2009
itzBig August 2006 - October 2008
NetMasters September 1997 - December 2003
Skills
Solution Architecture, Microsoft Technologies, Agile Methodologies, C#, Software Development, .NET, Microsoft SQL Server, SQL, Software Project..., Software Engineering, Web Services, ASP.NET, Architecture, WCF, Databases, Silverlight, WPF, TFS, Enterprise Software, SOA, Software Design, Visual Studio, XML, Enterprise Architecture, Architectures, Agile Project Management, Design Patterns, Scrum
Education
The University of Texas at Austin 1983 — 1990
University of Moratuwa 1977 — 1982
BSc, Electronics Engineering
St Thomas' College 1965 — 1977
Dell June 2013 - Present
Lionknight Software January 2000 - Present
Sogeti February 2011 - June 2013
Charles Schwab December 2009 - February 2011
SoftThinks January 2009 - December 2009
itzBig August 2006 - October 2008
NetMasters September 1997 - December 2003
Skills
Solution Architecture, Microsoft Technologies, Agile Methodologies, C#, Software Development, .NET, Microsoft SQL Server, SQL, Software Project..., Software Engineering, Web Services, ASP.NET, Architecture, WCF, Databases, Silverlight, WPF, TFS, Enterprise Software, SOA, Software Design, Visual Studio, XML, Enterprise Architecture, Architectures, Agile Project Management, Design Patterns, Scrum
Education
The University of Texas at Austin 1983 — 1990
University of Moratuwa 1977 — 1982
BSc, Electronics Engineering
St Thomas' College 1965 — 1977
Kenneth Fiduk's Charles Schwab Experience October 2009 - November 2012
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon July 2014 - Present
XO Group Inc. November 2012 - July 2014
Charles Schwab October 2009 - November 2012
Frontier Associates, LLC February 2009 - July 2009
Charles Schwab (The 401k Company) May 2008 - January 2009
e-MDs May 2004 - March 2008
Skills
Agile Methodologies, Microsoft SQL Server, C#, SQL, XML, Web Applications, SDLC, .NET, Visual Studio, TFS, Web Services, ASP.NET, LINQ, Software Development, Scrum, AJAX, ASP.NET MVC, T-SQL, MVC
Education
The University of Texas at Austin 2008 — 2009
MS, Software Engineering
The University of Texas at Austin 1998 — 2003
BS, High & Dept. Honors, Computer Science, 3.9 Overall, 4.0 CS
Amazon July 2014 - Present
XO Group Inc. November 2012 - July 2014
Charles Schwab October 2009 - November 2012
Frontier Associates, LLC February 2009 - July 2009
Charles Schwab (The 401k Company) May 2008 - January 2009
e-MDs May 2004 - March 2008
Skills
Agile Methodologies, Microsoft SQL Server, C#, SQL, XML, Web Applications, SDLC, .NET, Visual Studio, TFS, Web Services, ASP.NET, LINQ, Software Development, Scrum, AJAX, ASP.NET MVC, T-SQL, MVC
Education
The University of Texas at Austin 2008 — 2009
MS, Software Engineering
The University of Texas at Austin 1998 — 2003
BS, High & Dept. Honors, Computer Science, 3.9 Overall, 4.0 CS
Matthew Zolton, CFP®, JD's Charles Schwab Experience December 2013 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Education
University of Kansas School of Law 2002 — 2005
Juris Doctorate, Law
University of Kansas 1998 — 2002
BA, History
Charles Schwab December 2013 - Present
Education
University of Kansas School of Law 2002 — 2005
Juris Doctorate, Law
University of Kansas 1998 — 2002
BA, History
Bob Jansen's Charles Schwab Experience April 1989 - July 1999
Job Assistant Vice President
Industry Financial Services
Experience
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
1st Global April 2013 - Present
National Financial Partners September 2000 - September 2012
Charles Schwab April 1989 - July 1999
Fidelity Investments April 1987 - October 1988
Donaldson, Lufkin & Jenrette July 1985 - September 1986
Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management
Education
Wharton Business School 2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)
Bonn American High School
Demetra Sullivan's Charles Schwab Experience April 2014 - Present
Job Director, Wealth Strategies Group
Industry Investment Management
Experience
Charles Schwab April 2014 - Present
Charles Schwab February 2013 - February 2014
USAA March 2007 - February 2013
Portland Trail Blazers September 2004 - September 2006
Skills
Management, Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Investment Strategies, Retirement, Financial Advisory, Mutual Funds, Estate Planning, Strategic Financial...
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2007
MBA, Management
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
Lowell Whiteman 1997 — 1999
Charles Schwab April 2014 - Present
Charles Schwab February 2013 - February 2014
USAA March 2007 - February 2013
Portland Trail Blazers September 2004 - September 2006
Skills
Management, Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Investment Strategies, Retirement, Financial Advisory, Mutual Funds, Estate Planning, Strategic Financial...
Education
The University of New Mexico - Robert O. Anderson School of Management 2006 — 2007
MBA, Management
University of Puget Sound 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
Lowell Whiteman 1997 — 1999
Chris Neuman's Charles Schwab Experience July 2006 - Present
Job Info Systems Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2006 - Present
Skills
SQL, Disaster Recovery, Enterprise Architecture
Education
The University of Texas at Austin 1998 — 2002
Charles Schwab July 2006 - Present
Skills
SQL, Disaster Recovery, Enterprise Architecture
Education
The University of Texas at Austin 1998 — 2002
Roland Becerra's Charles Schwab Experience October 2012 - Present
Job Education Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab April 2008 - October 2012
CitiStreet April 2007 - April 2008
AXA Enterprise 2002 - 2007
Education
The University of Texas at Austin 1979 — 1982
BBA, Finance
Charles Schwab October 2012 - Present
Charles Schwab April 2008 - October 2012
CitiStreet April 2007 - April 2008
AXA Enterprise 2002 - 2007
Education
The University of Texas at Austin 1979 — 1982
BBA, Finance
Cammie Thomson's Charles Schwab Experience November 2013 - Present
Job Senior Copy Editor at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab November 2013 - Present
HCB Health June 2011 - November 2013
NIA Consulting January 2009 - May 2011
Gracie Editorial/Ed Tittel 2010 - 2010
SicolaMartin April 2008 - December 2008
T3 December 2004 - April 2008
Skills
Advertising, Editing, Catalogs, Copy Editing, Direct Mail, Copywriting, Content Strategy, Email Marketing, Press Releases, Content Development, Integrated Marketing, Interactive Advertising, Digital Media, Digital Marketing, Content Management, Creative Strategy, Web Content, Proofreading, Adobe Creative Suite, InDesign, Flash, CRM, Blogging, Creative Direction, Newsletters, Digital Strategy, Adobe Acrobat, Marketing, Online Marketing, Social Media Marketing, Web Analytics, Marketing Communications, Interactive Marketing, Web Design, SEM, SEO, Information Architecture, User Experience, Google Analytics
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Arts
The University of Texas at Austin 1999 — 2002
Bachelor of Science
Charles Schwab November 2013 - Present
HCB Health June 2011 - November 2013
NIA Consulting January 2009 - May 2011
Gracie Editorial/Ed Tittel 2010 - 2010
SicolaMartin April 2008 - December 2008
T3 December 2004 - April 2008
Skills
Advertising, Editing, Catalogs, Copy Editing, Direct Mail, Copywriting, Content Strategy, Email Marketing, Press Releases, Content Development, Integrated Marketing, Interactive Advertising, Digital Media, Digital Marketing, Content Management, Creative Strategy, Web Content, Proofreading, Adobe Creative Suite, InDesign, Flash, CRM, Blogging, Creative Direction, Newsletters, Digital Strategy, Adobe Acrobat, Marketing, Online Marketing, Social Media Marketing, Web Analytics, Marketing Communications, Interactive Marketing, Web Design, SEM, SEO, Information Architecture, User Experience, Google Analytics
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Arts
The University of Texas at Austin 1999 — 2002
Bachelor of Science
Maruwa Enemuo's Charles Schwab Experience June 2000 - August 2007
Job Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company March 2012 - Present
Del Monte Foods December 2008 - March 2012
Charles Schwab June 2000 - August 2007
Skills
Financial Modeling, Financial Analysis, Essbase, Forecasting, Strategic Financial..., Finance, Financial Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, Analysis, Corporate Finance, Valuation, Investments, Business Analysis, Accounting, Budgets, Pricing, Financial Services, Analytics, SAP BW, TM1, Microsoft Office, Microsoft Excel, Business Planning
Education
Holy Names University 2004 — 2006
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1999
BBA, Marketing
Pacific Gas and Electric Company March 2012 - Present
Del Monte Foods December 2008 - March 2012
Charles Schwab June 2000 - August 2007
Skills
Financial Modeling, Financial Analysis, Essbase, Forecasting, Strategic Financial..., Finance, Financial Forecasting, Financial Reporting, Variance Analysis, Hyperion Enterprise, Analysis, Corporate Finance, Valuation, Investments, Business Analysis, Accounting, Budgets, Pricing, Financial Services, Analytics, SAP BW, TM1, Microsoft Office, Microsoft Excel, Business Planning
Education
Holy Names University 2004 — 2006
MBA, Finance
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1999
BBA, Marketing
Russell Dobie's Charles Schwab Experience Equities TraderKershner Trading GroupFebruary 2006 - March 2008
Job Brokerage Service Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Equities TraderKershner Trading GroupFebruary 2006 - March 2008
Education
The University of Texas at Austin 1986 — 1990
BS, Communication
Charles Schwab Equities TraderKershner Trading GroupFebruary 2006 - March 2008
Education
The University of Texas at Austin 1986 — 1990
BS, Communication
Joseph Law's Charles Schwab Experience July 2011 - June 2012
Job Paralegal at Jenner & Block
Industry Law Practice
Experience
Jenner & Block February 2013 - Present
Charles Schwab July 2011 - June 2012
Gibson, Dunn & Crutcher LLP July 2008 - November 2010
Simpson Thacher & Bartlett LLP April 2004 - July 2008
Skills
Legal Research, Intellectual Property, Civil Litigation, Litigation, Legal Writing, Trials, Commercial Litigation, Litigation Support, Legal Assistance, Corporate Law, Westlaw
Education
University of Michigan 1997 — 2001
B.A., English Literature
The University of Glasgow 2001 — 2002
N/A, English Literature
Jenner & Block February 2013 - Present
Charles Schwab July 2011 - June 2012
Gibson, Dunn & Crutcher LLP July 2008 - November 2010
Simpson Thacher & Bartlett LLP April 2004 - July 2008
Skills
Legal Research, Intellectual Property, Civil Litigation, Litigation, Legal Writing, Trials, Commercial Litigation, Litigation Support, Legal Assistance, Corporate Law, Westlaw
Education
University of Michigan 1997 — 2001
B.A., English Literature
The University of Glasgow 2001 — 2002
N/A, English Literature
Bill Bittick's Charles Schwab Experience 2000 - 2002
Job Assistant Controller at Jobs2Careers
Industry Accounting
Experience
Jobs2Careers August 2014 - Present
Jobs2Careers March 2014 - July 2014
Employees Retirement System of Texas July 2012 - March 2014
PulteGroup September 2011 - July 2012
Dell December 2009 - September 2011
Dell February 2008 - December 2009
KPMG 2006 - 2008
Texas Association of School Boards 2004 - 2006
Charles Schwab 2000 - 2002
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley, Internal Audit, GAAP, Financial Statements, Risk Management, Enterprise Risk..., Financial Analysis, Financial Accounting, SEC Financial Reporting, XBRL, Corporate Governance, Revenue Recognition, CPA, General Ledger, Variance Analysis, External Audit, Investment Compliance, QuickBooks
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
Master's Degree, Master of Professional Accounting
The University of Texas at Austin 1998 — 2000
Bachelor's Degree, Economics
Jobs2Careers August 2014 - Present
Jobs2Careers March 2014 - July 2014
Employees Retirement System of Texas July 2012 - March 2014
PulteGroup September 2011 - July 2012
Dell December 2009 - September 2011
Dell February 2008 - December 2009
KPMG 2006 - 2008
Texas Association of School Boards 2004 - 2006
Charles Schwab 2000 - 2002
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, SEC filings, US GAAP, Sarbanes-Oxley, Internal Audit, GAAP, Financial Statements, Risk Management, Enterprise Risk..., Financial Analysis, Financial Accounting, SEC Financial Reporting, XBRL, Corporate Governance, Revenue Recognition, CPA, General Ledger, Variance Analysis, External Audit, Investment Compliance, QuickBooks
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
Master's Degree, Master of Professional Accounting
The University of Texas at Austin 1998 — 2000
Bachelor's Degree, Economics
Michael Van Lith's Charles Schwab Experience January 2006 - Present
Job Managing Director, Product Development and Marketing at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab January 2006 - Present
Charles Schwab & Co., Inc. 2006 - Present
Skills
Product Marketing, Financial Services, Product Management, Segmentation, Management, Product Development, Marketing, Strategic Partnerships, Business Analysis, Business Strategy, CRM, Analytics, Relationship Management, Portfolio Management
Education
The University of Texas at Austin 1984 — 1986
Finance
Charles Schwab January 2006 - Present
Charles Schwab & Co., Inc. 2006 - Present
Skills
Product Marketing, Financial Services, Product Management, Segmentation, Management, Product Development, Marketing, Strategic Partnerships, Business Analysis, Business Strategy, CRM, Analytics, Relationship Management, Portfolio Management
Education
The University of Texas at Austin 1984 — 1986
Finance
Brad Ridgway's Charles Schwab Experience 1981 - 1985
Job President Paradise Ridge
Industry Information Technology and Services
Experience
. 2009 - Present
HP March 2006 - March 2009
Jefferson Wells 2004 - 2006
Consulting Companies 2002 - 2004
Computer Sciences Corporation 1995 - 2002
American General Life Companies 1988 - 1995
Pilot Financial / Southwest Trading 1985 - 1988
Charles Schwab 1981 - 1985
Skills
Integration, Business Process..., Change Management, Project Management, Business Analysis, Business Strategy, Financial Analysis, Process Improvement, Business Process, Microsoft Excel, Business Intelligence, Contract Negotiation, Stock Management, Stocks, Management Consulting
Education
The University of Kansas 1975 — 1980
Business Administration, Business / Finance
University of Kansas - Graduate School of Business
MBA
. 2009 - Present
HP March 2006 - March 2009
Jefferson Wells 2004 - 2006
Consulting Companies 2002 - 2004
Computer Sciences Corporation 1995 - 2002
American General Life Companies 1988 - 1995
Pilot Financial / Southwest Trading 1985 - 1988
Charles Schwab 1981 - 1985
Skills
Integration, Business Process..., Change Management, Project Management, Business Analysis, Business Strategy, Financial Analysis, Process Improvement, Business Process, Microsoft Excel, Business Intelligence, Contract Negotiation, Stock Management, Stocks, Management Consulting
Education
The University of Kansas 1975 — 1980
Business Administration, Business / Finance
University of Kansas - Graduate School of Business
MBA
Ryan Capuchino's Charles Schwab Experience June 2013 - Present
Job National Service Desk at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2013 - Present
Accruent June 2011 - February 2013
Skills
SaaS, Enterprise Software, Software Project..., SharePoint, Agile Methodologies, Software Development
Education
The University of Texas at Austin 1994 — 1997
Business Administration and Management, General
Charles Schwab June 2013 - Present
Accruent June 2011 - February 2013
Skills
SaaS, Enterprise Software, Software Project..., SharePoint, Agile Methodologies, Software Development
Education
The University of Texas at Austin 1994 — 1997
Business Administration and Management, General
David Schoen's Charles Schwab Experience January 2015 - March 2015
Job Wealth Planning Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2015 - Present
Charles Schwab January 2015 - March 2015
La Corsha Hospitality Group March 2013 - December 2014
Hanover Research September 2012 - March 2013
Top Shelf Design June 2009 - September 2012
Corporate Executive Board March 2008 - June 2009
Skills
Graphic Design, Non-profits, Analysis, Social Media, Research, Marketing Strategy, Social Media Marketing, Salesforce.com, Management, Marketing Communications, Nonprofits, Strategy, Online Marketing, Sales Process, B2B, Public Relations, Social Networking
Education
Episcopal High School
The University of Georgia
UBS Wealth Management March 2015 - Present
Charles Schwab January 2015 - March 2015
La Corsha Hospitality Group March 2013 - December 2014
Hanover Research September 2012 - March 2013
Top Shelf Design June 2009 - September 2012
Corporate Executive Board March 2008 - June 2009
Skills
Graphic Design, Non-profits, Analysis, Social Media, Research, Marketing Strategy, Social Media Marketing, Salesforce.com, Management, Marketing Communications, Nonprofits, Strategy, Online Marketing, Sales Process, B2B, Public Relations, Social Networking
Education
Episcopal High School
The University of Georgia
Umair Hussain's Charles Schwab Experience May 2004 - October 2012
Job Sr. Database Engineer at Gap Inc.
Industry Financial Services
Experience
Gap Inc. October 2012 - Present
Charles Schwab May 2004 - October 2012
Charles Schwab May 2002 - May 2004
PeopleSoft January 2002 - May 2002
Bank of America October 2001 - December 2001
Charles Schwab October 1999 - September 2001
Excel Telecommunications March 1999 - September 1999
BNSF Railway March 1997 - February 1999
IBM July 1995 - February 1997
Skills
AIX, Oracle, DB2, Databases, Perl, SQL, Linux, Disaster Recovery, Oracle RAC, Erwin, Sybase, Data Warehousing, Ksh, Performance Tuning, Data Modeling, Unix Shell Scripting, High Availability, Database Administration, SDLC
Education
The University of Texas at Arlington
BS in Information Systems
Gap Inc. October 2012 - Present
Charles Schwab May 2004 - October 2012
Charles Schwab May 2002 - May 2004
PeopleSoft January 2002 - May 2002
Bank of America October 2001 - December 2001
Charles Schwab October 1999 - September 2001
Excel Telecommunications March 1999 - September 1999
BNSF Railway March 1997 - February 1999
IBM July 1995 - February 1997
Skills
AIX, Oracle, DB2, Databases, Perl, SQL, Linux, Disaster Recovery, Oracle RAC, Erwin, Sybase, Data Warehousing, Ksh, Performance Tuning, Data Modeling, Unix Shell Scripting, High Availability, Database Administration, SDLC
Education
The University of Texas at Arlington
BS in Information Systems
Carol Hilbert's Charles Schwab Experience September 2010 - Present
Job Director, Resource Planning at Charles Schwab
Industry Staffing and Recruiting
Experience
Charles Schwab September 2010 - Present
Charles Schwab March 2003 - September 2010
Charles Schwab May 2000 - March 2003
Norstan Communications May 1997 - May 2000
Renaissance Hotels & Resorts January 1994 - March 1997
Skills
Management, Leadership, Financial Services, Call Centers, Customer Service, Project Management, Vendor Management, Process Improvement, Risk Management, Training, Team Leadership, Forecasting, Series 7, ERP, Recruiting, Budgets, Customer Experience, Call Center, Strategy, Strategic Planning, Employee Engagement, Business Intelligence, Program Management, Business Analysis, Telecommunications, Business Strategy, Cross-functional Team..., Consulting, Business Process...
Education
University of Phoenix 2000 — 2001
Bachelors, Business Administration
The University of Kansas 1989 — 1993
Architecture
Charles Schwab September 2010 - Present
Charles Schwab March 2003 - September 2010
Charles Schwab May 2000 - March 2003
Norstan Communications May 1997 - May 2000
Renaissance Hotels & Resorts January 1994 - March 1997
Skills
Management, Leadership, Financial Services, Call Centers, Customer Service, Project Management, Vendor Management, Process Improvement, Risk Management, Training, Team Leadership, Forecasting, Series 7, ERP, Recruiting, Budgets, Customer Experience, Call Center, Strategy, Strategic Planning, Employee Engagement, Business Intelligence, Program Management, Business Analysis, Telecommunications, Business Strategy, Cross-functional Team..., Consulting, Business Process...
Education
University of Phoenix 2000 — 2001
Bachelors, Business Administration
The University of Kansas 1989 — 1993
Architecture
Tracy Mitchell's Charles Schwab Experience October 1999 - September 2013
Job Regional Director, DC Plan Sales, Institutional Services at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors September 2013 - Present
Charles Schwab October 1999 - September 2013
Charles Schwab June 2005 - January 2009
The 401(k) Company October 1999 - April 2007
Stratagene August 1998 - October 1999
Skills
Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Retirement Planning, Securities, Financial Services, Wealth Management, Portfolio Management, Asset Allocation, Strategic Financial..., Relationship Management, Asset Managment, Series 63, 401k, Process Improvement, Employee Benefits, Equities, Project Management, Pensions
Education
The University of Texas at Austin 1993 — 1998
BS, Molecular Biology
RBVHS
Dimensional Fund Advisors September 2013 - Present
Charles Schwab October 1999 - September 2013
Charles Schwab June 2005 - January 2009
The 401(k) Company October 1999 - April 2007
Stratagene August 1998 - October 1999
Skills
Mutual Funds, Series 7, Retirement, Investment Advisory, Investments, Retirement Planning, Securities, Financial Services, Wealth Management, Portfolio Management, Asset Allocation, Strategic Financial..., Relationship Management, Asset Managment, Series 63, 401k, Process Improvement, Employee Benefits, Equities, Project Management, Pensions
Education
The University of Texas at Austin 1993 — 1998
BS, Molecular Biology
RBVHS
Dave DeMeritt's Charles Schwab Experience October 2012 - Present
Job Customer Intelligence Unit at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Charles Schwab October 2012 - Present
Charles Schwab April 2011 - Present
Charles Schwab June 2010 - Present
ITS April 2008 - October 2009
TAYLOR MORRISON HOME FUNDING April 2007 - April 2008
Ideal Home Loans September 2006 - February 2007
PULTE MORTGAGE, LLC December 2004 - September 2006
Pulte Mortgage, LLC October 2003 - December 2004
RIO GRANDE MORTGAGE COMPANY June 2001 - October 2003
Education
The University of New Mexico 1988 — 1993
BA, Communications, History
TIAA-CREF November 2014 - Present
Charles Schwab October 2012 - Present
Charles Schwab April 2011 - Present
Charles Schwab June 2010 - Present
ITS April 2008 - October 2009
TAYLOR MORRISON HOME FUNDING April 2007 - April 2008
Ideal Home Loans September 2006 - February 2007
PULTE MORTGAGE, LLC December 2004 - September 2006
Pulte Mortgage, LLC October 2003 - December 2004
RIO GRANDE MORTGAGE COMPANY June 2001 - October 2003
Education
The University of New Mexico 1988 — 1993
BA, Communications, History
Douglas Garvis's Charles Schwab Experience August 2009 - September 2012
Job Private Banking Lender at Key Bank
Industry Banking
Experience
KeyBank March 2013 - Present
Bank of the West September 2012 - March 2013
Charles Schwab August 2009 - September 2012
Public Service Credit Union January 2009 - May 2009
Academy Bank January 2007 - October 2008
BBVA Compass January 2003 - December 2006
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Consumer Lending, Mortgage Banking, Cross Selling, Mortgage Underwriting, New Business Development, Private Banking, Deposits, Loan Origination, Refinance, Lines Of Credit, FHA, Residential Mortgages, Credit Analysis, Investments, Commercial Banking, Credit, Finance
Education
The University of South Dakota 1988 — 2003
BA, Business and Psychology
KeyBank March 2013 - Present
Bank of the West September 2012 - March 2013
Charles Schwab August 2009 - September 2012
Public Service Credit Union January 2009 - May 2009
Academy Bank January 2007 - October 2008
BBVA Compass January 2003 - December 2006
Skills
Loans, Mortgage Lending, Banking, Commercial Lending, Consumer Lending, Mortgage Banking, Cross Selling, Mortgage Underwriting, New Business Development, Private Banking, Deposits, Loan Origination, Refinance, Lines Of Credit, FHA, Residential Mortgages, Credit Analysis, Investments, Commercial Banking, Credit, Finance
Education
The University of South Dakota 1988 — 2003
BA, Business and Psychology
Chris Corbitt's Charles Schwab Experience Data Management SpecialistSchwab Retirement Plan Services Company2008 - Present
Job Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Data Management SpecialistSchwab Retirement Plan Services Company2008 - Present
Education
The University of Texas at Austin 2006 — 2008
Bachelor's, History
Charles Schwab Data Management SpecialistSchwab Retirement Plan Services Company2008 - Present
Education
The University of Texas at Austin 2006 — 2008
Bachelor's, History
Lipphei Adam's Charles Schwab Experience April 2015 - Present
Job Technologist, Architect, Leader, Entrepreneur
Industry Computer Software
Experience
Charles Schwab April 2015 - Present
Zealogic, Inc. July 2009 - Present
RetailMeNot, Inc. May 2012 - April 2015
Couponfolders January 2011 - June 2012
Symantec Corporation March 2008 - 2012
National Instruments 2003 - 2008
i2 Technologies 2001 - 2002
IBM May 2000 - August 2000
Reuters Financial Software January 1999 - August 1999
Skills
Software Engineering, Mobile Applications, REST, Distributed Systems, Java, Software Development, Python, iOS, Linux, Scalability, Objective-C, Object Oriented Design, Agile Methodologies, C#, C++, Databases, XML, ASP.NET MVC, Android, Algorithms, Cloud Computing, JavaScript, jQuery, JSP, Entrepreneurship, Website Development, Mobile Game Development, MySQL, Fault Tolerant Systems, High Availability, High Performance..., SOA, JSON, SQLite, Oracle, SaaS, .NET, Software Design, Management, Project Management, Program Management, Integration, Software Project..., Enterprise Software, Enterprise Architecture, Strategy, SDLC
Education
The University of Texas at Austin 2004 — 2007
MS, Computer Sciences
The University of Texas at Austin 2001 — 2002
BS, Mathematics
The University of Texas at Austin 1997 — 2000
BS, Computer Sciences
Charles Schwab April 2015 - Present
Zealogic, Inc. July 2009 - Present
RetailMeNot, Inc. May 2012 - April 2015
Couponfolders January 2011 - June 2012
Symantec Corporation March 2008 - 2012
National Instruments 2003 - 2008
i2 Technologies 2001 - 2002
IBM May 2000 - August 2000
Reuters Financial Software January 1999 - August 1999
Skills
Software Engineering, Mobile Applications, REST, Distributed Systems, Java, Software Development, Python, iOS, Linux, Scalability, Objective-C, Object Oriented Design, Agile Methodologies, C#, C++, Databases, XML, ASP.NET MVC, Android, Algorithms, Cloud Computing, JavaScript, jQuery, JSP, Entrepreneurship, Website Development, Mobile Game Development, MySQL, Fault Tolerant Systems, High Availability, High Performance..., SOA, JSON, SQLite, Oracle, SaaS, .NET, Software Design, Management, Project Management, Program Management, Integration, Software Project..., Enterprise Software, Enterprise Architecture, Strategy, SDLC
Education
The University of Texas at Austin 2004 — 2007
MS, Computer Sciences
The University of Texas at Austin 2001 — 2002
BS, Mathematics
The University of Texas at Austin 1997 — 2000
BS, Computer Sciences
Brandon Albano's Charles Schwab Experience July 2014 - Present
Job Senior Business Intelligence Developer/Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Nelnet Diversified Solutions/5280 Solutions April 2010 - July 2014
Nelnet/5280 Solutions April 2006 - April 2010
EchoStar Corporation June 2004 - April 2006
Unisys June 2002 - May 2004
Skills
SDLC, SSRS, Vendor Management, Agile Methodologies, Business Analysis, SharePoint, Microsoft SQL Server, Software Development, SQL, Requirements Analysis, Business Intelligence, Databases, Data Analysis, Requirements Gathering, Business Objects
Education
The University of Texas at Austin 1997 — 2002
BA, Economics
Charles Schwab July 2014 - Present
Nelnet Diversified Solutions/5280 Solutions April 2010 - July 2014
Nelnet/5280 Solutions April 2006 - April 2010
EchoStar Corporation June 2004 - April 2006
Unisys June 2002 - May 2004
Skills
SDLC, SSRS, Vendor Management, Agile Methodologies, Business Analysis, SharePoint, Microsoft SQL Server, Software Development, SQL, Requirements Analysis, Business Intelligence, Databases, Data Analysis, Requirements Gathering, Business Objects
Education
The University of Texas at Austin 1997 — 2002
BA, Economics
Catherine Wolford's Charles Schwab Experience November 2011 - Present
Job Actuary at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Libman, Kadavy & Co. Inc. January 2002 - October 2011
Skills
Retirement, Actuarial Science, Valuation, Defined Benefit, Retirement Planning, Pensions, Retirement Plan..., Investment Strategies, 401k
Education
University of Kansas 1974 — 1978
Bachelor of Music, Clarinet Performance
Charles Schwab November 2011 - Present
Libman, Kadavy & Co. Inc. January 2002 - October 2011
Skills
Retirement, Actuarial Science, Valuation, Defined Benefit, Retirement Planning, Pensions, Retirement Plan..., Investment Strategies, 401k
Education
University of Kansas 1974 — 1978
Bachelor of Music, Clarinet Performance
Molly Boyle's Charles Schwab Experience 1997 - 2002
Job Creative Talent
Industry Retail
Experience
I Fancy That 2005 - Present
Colorado Mortgage Alliance, an affiliate of Wells Fargo 2002 - 2005
Charles Schwab 1997 - 2002
Skills
Glass Beads, Beads, Retail, Small Business, Event Planning, Customer Service, Customer Satisfaction, Long-term Customer..., Customer Retention, Customer Relations, Sales, Sales Operations, Volunteer Management, Small Business Online..., Lead Generation, Facebook, Beading, Inventory Management, Time Management, Medical Education, Healthcare, Hospitals, Administrative..., Administrative Support, Sales Support, Microsoft Word
Education
Parks Medical College 1979 — 1980
Certified Medical Assistant
The University of New Mexico 1978 — 1979
Medical Office Management/Administration
I Fancy That 2005 - Present
Colorado Mortgage Alliance, an affiliate of Wells Fargo 2002 - 2005
Charles Schwab 1997 - 2002
Skills
Glass Beads, Beads, Retail, Small Business, Event Planning, Customer Service, Customer Satisfaction, Long-term Customer..., Customer Retention, Customer Relations, Sales, Sales Operations, Volunteer Management, Small Business Online..., Lead Generation, Facebook, Beading, Inventory Management, Time Management, Medical Education, Healthcare, Hospitals, Administrative..., Administrative Support, Sales Support, Microsoft Word
Education
Parks Medical College 1979 — 1980
Certified Medical Assistant
The University of New Mexico 1978 — 1979
Medical Office Management/Administration
William Warbington's Charles Schwab Experience July 1999 - September 2007
Job Lead Caterer Midtown at Fresh To Order, F2O
Industry Events Services
Experience
Fresh To Order, F2O February 2011 - Present
Atlanta Journal-Constitution November 2008 - Present
Zifty.com September 2007 - January 2011
Charles Schwab July 1999 - September 2007
Morgan Stanley August 1995 - July 1999
Bank of America Securities July 1993 - July 1995
Dean Witter Discover January 1992 - June 1993
Skills
Customer Relations, Customer Service, Word, Excel, Retail, Public Speaking, Research, Financial Analysis, Writing, Problem Solving, Insurance, Event Planning, Negotiation
Education
The University of Georgia 1987 — 1991
Bachelors of Business Administration, Accounting
Newton County High School 1983 — 1987
Honors, Diploma
Fresh To Order, F2O February 2011 - Present
Atlanta Journal-Constitution November 2008 - Present
Zifty.com September 2007 - January 2011
Charles Schwab July 1999 - September 2007
Morgan Stanley August 1995 - July 1999
Bank of America Securities July 1993 - July 1995
Dean Witter Discover January 1992 - June 1993
Skills
Customer Relations, Customer Service, Word, Excel, Retail, Public Speaking, Research, Financial Analysis, Writing, Problem Solving, Insurance, Event Planning, Negotiation
Education
The University of Georgia 1987 — 1991
Bachelors of Business Administration, Accounting
Newton County High School 1983 — 1987
Honors, Diploma
Jeff Andreas's Charles Schwab Experience November 2013 - Present
Job Wellrounded, driven business professional seeking opportunities
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Andreas Law Office 2010 - July 2013
Farha Construction, Inc. 2009 - 2010
Tallgrass Technologies 2009 - 2009
Education
University of Kansas
Bachelor of Science in Business
Charles Schwab November 2013 - Present
Andreas Law Office 2010 - July 2013
Farha Construction, Inc. 2009 - 2010
Tallgrass Technologies 2009 - 2009
Education
University of Kansas
Bachelor of Science in Business
Midori Heckert's Charles Schwab Experience 2000 - 2010
Job Consultant at Collabrus
Industry Banking
Experience
Collabrus July 2011 - Present
Union Bank 2011 - 2013
Charles Schwab 2000 - 2010
Union Bank (Union Bank of California) 1989 - 2000
PwC (Price Waterhouse) 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Financial Services, Banking
Education
The University of Texas at Austin 1984 — 1985
MBA, International Business and Accounting
The University of Texas at Arlington
BA, Economics
Collabrus July 2011 - Present
Union Bank 2011 - 2013
Charles Schwab 2000 - 2010
Union Bank (Union Bank of California) 1989 - 2000
PwC (Price Waterhouse) 1987 - 1989
Skills
Financial Analysis, Portfolio Management, Financial Risk, Financial Modeling, Risk Management, Financial Services, Banking
Education
The University of Texas at Austin 1984 — 1985
MBA, International Business and Accounting
The University of Texas at Arlington
BA, Economics
Jim Howell, CFP®'s Charles Schwab Experience April 2000 - September 2007
Job Fixed Income Specialist
Industry Financial Services
Experience
Schwab Private Client Investment Advisory September 2007 - Present
Charles Schwab April 2000 - September 2007
Charles Schwab July 1997 - April 2000
J. C. Bradford December 1994 - April 1997
A. A. Business Machines April 1993 - December 1994
U. S. Navy July 1986 - July 1991
Skills
CFP, Series 7, Series 63, Series 66, Fixed Income
Education
Defense Language Institute, (U. S. Govt) 1986 — 1987
Mid-east Studies
The University of Georgia 1981 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters
Schwab Private Client Investment Advisory September 2007 - Present
Charles Schwab April 2000 - September 2007
Charles Schwab July 1997 - April 2000
J. C. Bradford December 1994 - April 1997
A. A. Business Machines April 1993 - December 1994
U. S. Navy July 1986 - July 1991
Skills
CFP, Series 7, Series 63, Series 66, Fixed Income
Education
Defense Language Institute, (U. S. Govt) 1986 — 1987
Mid-east Studies
The University of Georgia 1981 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters
Tom Schweizer's Charles Schwab Experience November 1998 - Present
Job Sr. WAN Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Financial Services November 1998 - Present
Charles Schwab November 1998 - Present
Skills
Disaster Recovery, Network Security, Firewalls, Enterprise Architecture, Data Center, Cloud Computing, Vendor Management, Cisco Technologies, Security, IT Strategy, Network Architecture, Juniper Technologies, VoIP, IT Management
Education
The University of New Mexico 1985 — 1989
Bachelor's Degree, Electrical and Electronics Engineering
Cibola High School 1981 — 1985
High School
Financial Services November 1998 - Present
Charles Schwab November 1998 - Present
Skills
Disaster Recovery, Network Security, Firewalls, Enterprise Architecture, Data Center, Cloud Computing, Vendor Management, Cisco Technologies, Security, IT Strategy, Network Architecture, Juniper Technologies, VoIP, IT Management
Education
The University of New Mexico 1985 — 1989
Bachelor's Degree, Electrical and Electronics Engineering
Cibola High School 1981 — 1985
High School
Christa Ortwein's Charles Schwab Experience October 2014 - Present
Job Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Vanguard August 2012 - June 2014
Anixter October 2008 - August 2012
Accenture November 1998 - October 2000
Alltel March 1994 - April 1998
Skills
Account Management, Direct Sales, Sales Process, Supply Chain Services, Consultative Selling
Education
The University of Georgia
Bachelor of Arts, Journalism
Webster University
Charles Schwab October 2014 - Present
Vanguard August 2012 - June 2014
Anixter October 2008 - August 2012
Accenture November 1998 - October 2000
Alltel March 1994 - April 1998
Skills
Account Management, Direct Sales, Sales Process, Supply Chain Services, Consultative Selling
Education
The University of Georgia
Bachelor of Arts, Journalism
Webster University
Kristi Crawford's Charles Schwab Experience July 2010 - Present
Job Corporate Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Texas State Securities Board March 2008 - July 2010
Education
The University of Texas at Austin 2004 — 2006
Doctor of Law (JD)
Charles Schwab July 2010 - Present
Texas State Securities Board March 2008 - July 2010
Education
The University of Texas at Austin 2004 — 2006
Doctor of Law (JD)
Bailey Flynn's Charles Schwab Experience November 2014 - Present
Job at
Industry Retail
Experience
Charles Schwab November 2014 - Present
TCF Bank April 2013 - November 2014
RadioShack 2010 - 2013
Skills
Customer Service, Retail, Microsoft Office, Visual Merchandising, Retail Sales, PowerPoint, Microsoft Word, Inventory Management, Time Management
Education
The University of New Mexico
Charles Schwab November 2014 - Present
TCF Bank April 2013 - November 2014
RadioShack 2010 - 2013
Skills
Customer Service, Retail, Microsoft Office, Visual Merchandising, Retail Sales, PowerPoint, Microsoft Word, Inventory Management, Time Management
Education
The University of New Mexico
Joanna Glennon's Charles Schwab Experience August 2011 - Present
Job Clearing Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Education
The University of Texas at Arlington 2006 — 2011
Bachelor of Arts (BA), History
Charles Schwab August 2011 - Present
Education
The University of Texas at Arlington 2006 — 2011
Bachelor of Arts (BA), History
Monica Donner, CFP®'s Charles Schwab Experience February 1998 - Present
Job Vice President and Branch Manager at Charles Schwab In Charlotte & WinstonSalem NC, and Greenville, SC
Industry Financial Services
Experience
Charles Schwab February 1998 - Present
Education
The University of Georgia
Bachelor of Arts (B.A.)
Charles Schwab February 1998 - Present
Education
The University of Georgia
Bachelor of Arts (B.A.)
Dylan McCullough, CFP ®'s Charles Schwab Experience May 2011 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Charles Schwab October 2004 - May 2011
Charles Schwab February 2004 - October 2004
Skills
Portfolio Management, Investments, Finance, Strategic Financial..., New Business Development, Loans, Fixed Income, Estate Planning, Financial Advisory, Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Retirement, Equities, 401k, Options
Education
The University of Kansas 1998 — 2002
Bachelor of Science (BS), Business Administration, emphais in finance, concentration in psychology
Charles Schwab May 2011 - Present
Charles Schwab October 2004 - May 2011
Charles Schwab February 2004 - October 2004
Skills
Portfolio Management, Investments, Finance, Strategic Financial..., New Business Development, Loans, Fixed Income, Estate Planning, Financial Advisory, Series 7, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Retirement, Equities, 401k, Options
Education
The University of Kansas 1998 — 2002
Bachelor of Science (BS), Business Administration, emphais in finance, concentration in psychology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank