Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Brittney Hess Brittney Hess's Charles Schwab Experience August 2015 - Present
Job Participant Services Associate
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charter One Bank October 2011 - August 2015
Charter One Bank October 2011 - December 2012
Pet Supplies Plus September 2008 - October 2011
Pet Supplies Plus January 2008 - September 2008
Skills
Customer Service, Inventory Management, Retail, Microsoft Word, Management, Cash Management, Microsoft Excel, Microsoft Office, Learning Quickly, Adaptability, Mortgage Analytics, Home Equity Lines of..., Home Equity Loans, Consumer Lending, Team Leadership, Training, Sales Management, Sales, Retail Banking, Process Improvement, Outlook, Loans, Leadership, Employee Relations, Data Entry, Credit, Banking, Coaching, Time Management, Mortgage Lending, Branch Management, Cross Selling, Retail Sales, PowerPoint, Customer Experience, Recruiting
Education
Tiffin University
Bachelors, Business Management
Tiffin University
Associates, Business Administration, Accounting
Findlay High School
Diploma, General Studies
Charles Schwab August 2015 - Present
Charter One Bank October 2011 - August 2015
Charter One Bank October 2011 - December 2012
Pet Supplies Plus September 2008 - October 2011
Pet Supplies Plus January 2008 - September 2008
Skills
Customer Service, Inventory Management, Retail, Microsoft Word, Management, Cash Management, Microsoft Excel, Microsoft Office, Learning Quickly, Adaptability, Mortgage Analytics, Home Equity Lines of..., Home Equity Loans, Consumer Lending, Team Leadership, Training, Sales Management, Sales, Retail Banking, Process Improvement, Outlook, Loans, Leadership, Employee Relations, Data Entry, Credit, Banking, Coaching, Time Management, Mortgage Lending, Branch Management, Cross Selling, Retail Sales, PowerPoint, Customer Experience, Recruiting
Education
Tiffin University
Bachelors, Business Management
Tiffin University
Associates, Business Administration, Accounting
Findlay High School
Diploma, General Studies
David Westcott David Westcott's Charles Schwab Experience March 2009 - February 2013
Job Experienced Security Professional
Industry Information Technology and Services
Experience
my chair June 2015 - Present
Honeywell February 2013 - May 2015
Charles Schwab March 2009 - February 2013
Encore Discovery Solutions July 2008 - January 2009
University of Advancing Technology June 2007 - June 2008
Skills
Information Security, Computer Forensics, Network Security, Malware Analysis, Intrusion Detection, Active Directory, Incident Response, Computer Security, Linux, IT Audit, Security Operations, Splunk, ArcSight, Powershell, Software Documentation, Qualys, Windows Security, Technical Writing, Tripwire Enterprise, Metasploit, Threat Intelligence, Servers, Security, Information Security..., Vulnerability Assessment, Threat Analysis, CISSP, IT Management, Troubleshooting, Integration, Networking
Education
University of Advancing Technology
Bachelor of Science (B.S.), Computer Software Engineering
my chair June 2015 - Present
Honeywell February 2013 - May 2015
Charles Schwab March 2009 - February 2013
Encore Discovery Solutions July 2008 - January 2009
University of Advancing Technology June 2007 - June 2008
Skills
Information Security, Computer Forensics, Network Security, Malware Analysis, Intrusion Detection, Active Directory, Incident Response, Computer Security, Linux, IT Audit, Security Operations, Splunk, ArcSight, Powershell, Software Documentation, Qualys, Windows Security, Technical Writing, Tripwire Enterprise, Metasploit, Threat Intelligence, Servers, Security, Information Security..., Vulnerability Assessment, Threat Analysis, CISSP, IT Management, Troubleshooting, Integration, Networking
Education
University of Advancing Technology
Bachelor of Science (B.S.), Computer Software Engineering
BENJAMIN PEREZ-GOYTIA's Charles Schwab Experience August 2006 - March 2007
Job BI Architect, Oracle Fusion Middleware Architects Team
Industry Information Technology and Services
Experience
Oracle July 2013 - Present
Serco December 2011 - June 2013
Oracle Corporation May 2008 - December 2011
Wells Fargo April 2007 - May 2008
Charles Schwab August 2006 - March 2007
Hewlett-Packard March 2002 - July 2006
Skills
Oracle Data Integrator..., Oracle Warehouse..., OBIEE, Data Warehousing, ETL, Business Intelligence, Oracle Warehouse Builder, Teradata, Data Modeling, OLAP, Dimensional Modeling, Data Integration, Business Intelligence..., Data Warehouse..., Data Marts, Star Schema, BI Publisher, Dashboards, Oracle SQL, SQL*Plus, Databases, Database Design, SQL, Analytics, Unix, Unix Shell Scripting, Software Development, Software Project..., Architecture, Data Mining, Performance Tuning, Data Migration, Oracle, PL/SQL, Enterprise Architecture, SDLC, Enterprise Software, Shell Scripting, SharePoint, CRM, Informatica, Weblogic, SaaS, Solution Architecture, Data Quality, SQL Tuning, Dashboard, WebLogic
Education
Universidad de Puerto Rico
Bachelor in Business Administration, Management Studies
University of Wisconsin-Madison
Master of Science, Information Systems
Oracle July 2013 - Present
Serco December 2011 - June 2013
Oracle Corporation May 2008 - December 2011
Wells Fargo April 2007 - May 2008
Charles Schwab August 2006 - March 2007
Hewlett-Packard March 2002 - July 2006
Skills
Oracle Data Integrator..., Oracle Warehouse..., OBIEE, Data Warehousing, ETL, Business Intelligence, Oracle Warehouse Builder, Teradata, Data Modeling, OLAP, Dimensional Modeling, Data Integration, Business Intelligence..., Data Warehouse..., Data Marts, Star Schema, BI Publisher, Dashboards, Oracle SQL, SQL*Plus, Databases, Database Design, SQL, Analytics, Unix, Unix Shell Scripting, Software Development, Software Project..., Architecture, Data Mining, Performance Tuning, Data Migration, Oracle, PL/SQL, Enterprise Architecture, SDLC, Enterprise Software, Shell Scripting, SharePoint, CRM, Informatica, Weblogic, SaaS, Solution Architecture, Data Quality, SQL Tuning, Dashboard, WebLogic
Education
Universidad de Puerto Rico
Bachelor in Business Administration, Management Studies
University of Wisconsin-Madison
Master of Science, Information Systems
Lauren Eilberg's Charles Schwab Experience October 2014 - Present
Job Senior Relationship Manager, Strategic Business Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Anne Terry's Charles Schwab Experience July 1996 - April 2001
Job Business Development at Elite Personnel
Industry Staffing and Recruiting
Experience
Elite Personnel April 2012 - Present
Literacy Council Montgomery County February 2011 - April 2012
Charles Schwab July 1996 - April 2001
Bank of America September 1995 - July 1996
Skills
Recruiting, Sales, Human Resources, Business Development, Management, Training, Employee Benefits, Marketing, Customer Service, Project Management, Strategic Planning, New Business Development, Contract Negotiation, Vendor Management, Time Management, Business, Outlook, Networking, Technical Recruiting, Team Management, Consulting, Microsoft Excel, Leadership, Coaching, Process Improvement, Onboarding, Employee Relations
Education
University College Cork 1986 — 1990
Bachelor of Arts (B.A.), Economics and Psychology
Elite Personnel April 2012 - Present
Literacy Council Montgomery County February 2011 - April 2012
Charles Schwab July 1996 - April 2001
Bank of America September 1995 - July 1996
Skills
Recruiting, Sales, Human Resources, Business Development, Management, Training, Employee Benefits, Marketing, Customer Service, Project Management, Strategic Planning, New Business Development, Contract Negotiation, Vendor Management, Time Management, Business, Outlook, Networking, Technical Recruiting, Team Management, Consulting, Microsoft Excel, Leadership, Coaching, Process Improvement, Onboarding, Employee Relations
Education
University College Cork 1986 — 1990
Bachelor of Arts (B.A.), Economics and Psychology
Cinta Loscertales-Telfer Cinta Loscertales-Telfer's Charles Schwab Experience 1995 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1995 - 1998
Skills
Analytical Reasoning, Problem Solving, People-oriented, Multi-tasked, Multi-language, Resolve Issues
Education
Universidad San Pablo-CEU 1989 — 1990
Master's degree, European Union Law
Universidad San Pablo-CEU, Madrid, Spain 1985 — 1990
Bachelor's degree, Law
Charles Schwab 1995 - 1998
Skills
Analytical Reasoning, Problem Solving, People-oriented, Multi-tasked, Multi-language, Resolve Issues
Education
Universidad San Pablo-CEU 1989 — 1990
Master's degree, European Union Law
Universidad San Pablo-CEU, Madrid, Spain 1985 — 1990
Bachelor's degree, Law
Kaylin Wade's Charles Schwab Experience June 2005 - August 2005
Job Senior Marketing Associate at Stryker
Industry Medical Devices
Experience
Stryker May 2013 - Present
Brain & Spine Institute of California January 2012 - October 2012
Pfizer Pharmaceuticals June 2011 - September 2011
General Electric July 2008 - May 2009
DRS Technologies July 2007 - August 2007
Charles Schwab June 2005 - August 2005
Skills
Market Analysis, Market Planning, Healthcare, Strategic Planning, Pharmaceuticals, Salesforce.com, Sales Management, Marketing Management, Social Media Marketing, Orthopedic, Marketing Strategy, Marketing, New Business Development, Pain Management, Account Management, B2B, Marketing Communications, Social Media, Team Building, Spine, Email Marketing, Pharmaceutical Industry, Public Speaking, Chinese Calligraphy, Training, Orthopedics
Education
University of Florida 2006 — 2010
Bachelor's in Business Administration specializing in International Studies, Minors in both Asian Studies and Mandarin Chinese
Tsinghua University 2009 — 2009
Asian Studies/Civilization; Mandarin Chinese
Stryker May 2013 - Present
Brain & Spine Institute of California January 2012 - October 2012
Pfizer Pharmaceuticals June 2011 - September 2011
General Electric July 2008 - May 2009
DRS Technologies July 2007 - August 2007
Charles Schwab June 2005 - August 2005
Skills
Market Analysis, Market Planning, Healthcare, Strategic Planning, Pharmaceuticals, Salesforce.com, Sales Management, Marketing Management, Social Media Marketing, Orthopedic, Marketing Strategy, Marketing, New Business Development, Pain Management, Account Management, B2B, Marketing Communications, Social Media, Team Building, Spine, Email Marketing, Pharmaceutical Industry, Public Speaking, Chinese Calligraphy, Training, Orthopedics
Education
University of Florida 2006 — 2010
Bachelor's in Business Administration specializing in International Studies, Minors in both Asian Studies and Mandarin Chinese
Tsinghua University 2009 — 2009
Asian Studies/Civilization; Mandarin Chinese
Andrew G. Laing, CIMA®'s Charles Schwab Experience September 2012 - February 2014
Job Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
PNC Wealth Management August 2014 - Present
Capital One February 2014 - August 2014
Charles Schwab September 2012 - February 2014
Wilmington Trust Investment Advisors August 2010 - July 2012
Pacific Life Retirement Solutions Division June 2008 - August 2010
PIMCO Funds Distributors June 2000 - June 2008
Transamerica January 1999 - May 2000
A.G. Edwards May 1993 - January 1999
US Navy May 1984 - April 1993
Education
US Naval Academy 1980 — 1984
B.S.
Amy J. Kaufman Amy J. Kaufman's Charles Schwab Experience May 2006 - December 2007
Job Experienced Financial Services professional.
Industry Financial Services
Experience
Cetera Advisor Networks LLC October 2014 - Present
Integrated Wealth Management May 2012 - October 2013
United Broker's Group July 2011 - September 2013
Century 21 All Star, Realtors September 2010 - June 2011
Crest Realty Group, LLC September 2007 - August 2010
Charles Schwab May 2006 - December 2007
JPMorgan Chase October 2005 - May 2006
CitiStreet Associates, LLC October 2004 - October 2005
Schwab Institutional April 1998 - October 2004
SunAmerica Securities, Inc. November 1996 - April 1998
Skills
Trading, Equity Trading, Fixed Income, Mutual Funds, Investment Management, Institutional Accounts, Manage Client..., Customer Support, Series 7, Investments, Referrals, Real Estate Transactions, Brokerage, Securities, First Time Home Buyers, Single Family Homes
Education
Rutgers University, Newark College of Arts and Sciences 1984 — 1987
Bachelor of Arts, Business Administration; Finance
Union College 1983 — 1984
Cetera Advisor Networks LLC October 2014 - Present
Integrated Wealth Management May 2012 - October 2013
United Broker's Group July 2011 - September 2013
Century 21 All Star, Realtors September 2010 - June 2011
Crest Realty Group, LLC September 2007 - August 2010
Charles Schwab May 2006 - December 2007
JPMorgan Chase October 2005 - May 2006
CitiStreet Associates, LLC October 2004 - October 2005
Schwab Institutional April 1998 - October 2004
SunAmerica Securities, Inc. November 1996 - April 1998
Skills
Trading, Equity Trading, Fixed Income, Mutual Funds, Investment Management, Institutional Accounts, Manage Client..., Customer Support, Series 7, Investments, Referrals, Real Estate Transactions, Brokerage, Securities, First Time Home Buyers, Single Family Homes
Education
Rutgers University, Newark College of Arts and Sciences 1984 — 1987
Bachelor of Arts, Business Administration; Finance
Union College 1983 — 1984
Kenny Ackerman's Charles Schwab Experience 1984 - 1995
Job Owner/Director, Ackerman's Fine Art
Industry Fine Art
Experience
Ackerman's Fine Art, LLC May 2010 - Present
Knight Capital Group September 1995 - July 2001
Charles Schwab 1984 - 1995
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Economics/Management
NYU Stern School of Business 1982 — 1983
Business
Ackerman's Fine Art, LLC May 2010 - Present
Knight Capital Group September 1995 - July 2001
Charles Schwab 1984 - 1995
Education
Tulane University - A.B. Freeman School of Business 1980 — 1984
Bachelor of Business Administration (B.B.A.), Economics/Management
NYU Stern School of Business 1982 — 1983
Business
Frankie Ferrer's Charles Schwab Experience June 2012 - April 2014
Job Business Analyst at American Express Global Business Travel
Industry Financial Services
Experience
American Express Global Business Travel April 2014 - Present
Charles Schwab June 2012 - April 2014
Endless Entertainment January 2012 - June 2012
Northwestern Mutual May 2011 - January 2012
Walt Disney World August 2010 - January 2011
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science in Business Management, Certificate in International Business Studies
Universitat Autònoma de Barcelona 2011 — 2011
International Business and Spanish Language/Literature
Dobson High School 2005 — 2008
American Express Global Business Travel April 2014 - Present
Charles Schwab June 2012 - April 2014
Endless Entertainment January 2012 - June 2012
Northwestern Mutual May 2011 - January 2012
Walt Disney World August 2010 - January 2011
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science in Business Management, Certificate in International Business Studies
Universitat Autònoma de Barcelona 2011 — 2011
International Business and Spanish Language/Literature
Dobson High School 2005 — 2008
Alison Wolfe Alison Wolfe's Charles Schwab Experience February 2014 - Present
Job Senior Team Manager, Vendor Management at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab February 2014 - Present
Organize Denver 2006 - December 2013
Verizon 2000 - 2001
Verizon 1998 - 1999
Verizon 1997 - 1998
Equifax 1996 - 1997
Williams-Sonoma, Inc. 1994 - 1996
Gap Inc. 1991 - 1993
The Clorox Company 1989 - 1991
Skills
Project Management, Marketing Strategy, Marketing Management, Marketing Communications, Database Marketing, Product Marketing, Email Marketing, Cross-functional Team..., Marketing, Technical Leadership, Vendor Management, Leadership, CRM, Advertising, Strategy, Management
Education
Tufts University 1985 — 1989
Political Science, Post WW2 American Foreign Policy, Modern Art
Lake Forest High School
Charles Schwab February 2014 - Present
Organize Denver 2006 - December 2013
Verizon 2000 - 2001
Verizon 1998 - 1999
Verizon 1997 - 1998
Equifax 1996 - 1997
Williams-Sonoma, Inc. 1994 - 1996
Gap Inc. 1991 - 1993
The Clorox Company 1989 - 1991
Skills
Project Management, Marketing Strategy, Marketing Management, Marketing Communications, Database Marketing, Product Marketing, Email Marketing, Cross-functional Team..., Marketing, Technical Leadership, Vendor Management, Leadership, CRM, Advertising, Strategy, Management
Education
Tufts University 1985 — 1989
Political Science, Post WW2 American Foreign Policy, Modern Art
Lake Forest High School
Chrissy (Glover) Thornhill Chrissy (Glover) Thornhill's Charles Schwab Experience January 2013 - January 2014
Job Global Employer Brand Manager at Salesforce
Industry Marketing and Advertising
Experience
Salesforce May 2015 - Present
Opower January 2014 - April 2015
Charles Schwab January 2013 - January 2014
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Ajilon Finance Solutions 2007 - 2007
HSBC 2002 - 2007
Skills
Recruiting, College Recruiting, Interviews, Social Media, Employer Branding, Human Resources, Employee Training, Social Media Marketing, Training, Marketing, Social Networking, Leadership, Technical Recruiting, Sourcing, Time Management, Strategy, Presenter, Employee Benefits, Temporary Placement, University Relations, Hiring, Corporate Branding, Business Development, SDLC, Career Development, College Relations, Recruitment/Retention, Internships, Recruitment Technology, Media Knowledge, Social Media Relations, Social Branding, Training & Development, Digital Marketing
Education
Truman State University 1997 — 2001
B.S.
Hickman High School
Salesforce May 2015 - Present
Opower January 2014 - April 2015
Charles Schwab January 2013 - January 2014
Scottrade 2011 - 2013
Scottrade 2007 - 2011
Ajilon Finance Solutions 2007 - 2007
HSBC 2002 - 2007
Skills
Recruiting, College Recruiting, Interviews, Social Media, Employer Branding, Human Resources, Employee Training, Social Media Marketing, Training, Marketing, Social Networking, Leadership, Technical Recruiting, Sourcing, Time Management, Strategy, Presenter, Employee Benefits, Temporary Placement, University Relations, Hiring, Corporate Branding, Business Development, SDLC, Career Development, College Relations, Recruitment/Retention, Internships, Recruitment Technology, Media Knowledge, Social Media Relations, Social Branding, Training & Development, Digital Marketing
Education
Truman State University 1997 — 2001
B.S.
Hickman High School
Adam J. Varga, CFA Adam J. Varga, CFA's Charles Schwab Experience October 2005 - August 2007
Job Vice President, Regional Investment Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Letitia Garcia's Charles Schwab Experience August 1999 - September 2000
Job Master Nutrition Therapist & Personal Trainer
Industry Health, Wellness and Fitness
Experience
Letitia Garcia Fitness + Health April 2013 - Present
The Charmer Sunbelt Group April 2012 - May 2013
Crown Imports LLC March 2007 - March 2012
Coors Distributing Company May 2003 - March 2007
Neiman Marcus September 2000 - May 2003
Charles Schwab August 1999 - September 2000
St Anthony's Hospital May 1994 - May 1996
Skills
Key Account Development, Merchandising, Sales Management, Sales Operations, Account Management, Sales, Retail, Marketing Strategy, Beer, Pricing, Key Account Management, Market Planning, New Business Development, Forecasting, Business Development, Brand Management, Sales Presentations, Inventory Management, Marketing, Beverage Industry, Cold Calling, Customer Service, Product Marketing, Market Research, Trade Shows, Competitive Analysis, Business Planning, Cross-functional Team..., Negotiation, Strategic Planning, Consumer Products, Brand Development, Product Development, Team Building, Advertising, Marketing Communications, Marketing Management, Event Management, Marketing Research, IRI, Pricing Strategy, Relationship Marketing, B2B, Social Media Marketing, Leadership, Management
Education
Nutrition Therapy Institute 2013 — 2015
Master's degree, Holistic Health
Trinity Christian College 1998 — 1998
University of Colorado 1994 — 1998
Bachelor of Arts, International Affairs (International Relations; Economics and Marketing
University of Colorado Boulder 1993 — 1998
Bachelor of Arts & Science, International Affairs
Letitia Garcia Fitness + Health April 2013 - Present
The Charmer Sunbelt Group April 2012 - May 2013
Crown Imports LLC March 2007 - March 2012
Coors Distributing Company May 2003 - March 2007
Neiman Marcus September 2000 - May 2003
Charles Schwab August 1999 - September 2000
St Anthony's Hospital May 1994 - May 1996
Skills
Key Account Development, Merchandising, Sales Management, Sales Operations, Account Management, Sales, Retail, Marketing Strategy, Beer, Pricing, Key Account Management, Market Planning, New Business Development, Forecasting, Business Development, Brand Management, Sales Presentations, Inventory Management, Marketing, Beverage Industry, Cold Calling, Customer Service, Product Marketing, Market Research, Trade Shows, Competitive Analysis, Business Planning, Cross-functional Team..., Negotiation, Strategic Planning, Consumer Products, Brand Development, Product Development, Team Building, Advertising, Marketing Communications, Marketing Management, Event Management, Marketing Research, IRI, Pricing Strategy, Relationship Marketing, B2B, Social Media Marketing, Leadership, Management
Education
Nutrition Therapy Institute 2013 — 2015
Master's degree, Holistic Health
Trinity Christian College 1998 — 1998
University of Colorado 1994 — 1998
Bachelor of Arts, International Affairs (International Relations; Economics and Marketing
University of Colorado Boulder 1993 — 1998
Bachelor of Arts & Science, International Affairs
Josh Silverman Josh Silverman's Charles Schwab Experience December 2014 - Present
Job AML Operations
Industry International Affairs
Experience
Charles Schwab December 2014 - Present
HBUS January 2013 - December 2014
FINRA 2008 - 2010
Education
Tsinghua University 2010 — 2011
Mandarin Language Studies
University of Pennsylvania 2007 — 2008
MS, Criminology/Criminal Law
University of Miami 2001 — 2005
BS, International Relations
Charles Schwab December 2014 - Present
HBUS January 2013 - December 2014
FINRA 2008 - 2010
Education
Tsinghua University 2010 — 2011
Mandarin Language Studies
University of Pennsylvania 2007 — 2008
MS, Criminology/Criminal Law
University of Miami 2001 — 2005
BS, International Relations
Monique K. Weston Monique K. Weston's Charles Schwab Experience 2000 - 2002
Job Healthcare and Technology Marketing Innovator
Industry Information Technology and Services
Experience
Dell May 2014 - Present
Dell October 2011 - April 2014
McKesson 2010 - 2011
McKesson 2005 - 2010
Oncology Therapeutics Network 2003 - 2005
Charles Schwab 2000 - 2002
JONA Group 1999 - 2000
Gartner 1996 - 1999
Skills
Strategy, Management, Leadership, Product Management, Cross-functional Team..., Strategic Planning, Marketing, Program Management, Cloud Computing, Consulting
Education
Thunderbird School of Global Management 1993 — 1995
MBA
University of California, Santa Cruz 1986 — 1990
B.A.
Dell May 2014 - Present
Dell October 2011 - April 2014
McKesson 2010 - 2011
McKesson 2005 - 2010
Oncology Therapeutics Network 2003 - 2005
Charles Schwab 2000 - 2002
JONA Group 1999 - 2000
Gartner 1996 - 1999
Skills
Strategy, Management, Leadership, Product Management, Cross-functional Team..., Strategic Planning, Marketing, Program Management, Cloud Computing, Consulting
Education
Thunderbird School of Global Management 1993 — 1995
MBA
University of California, Santa Cruz 1986 — 1990
B.A.
Brian Valenti's Charles Schwab Experience July 2015 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
League of Women Voters of Rochester, NY June 2011 - Present
Charles Schwab January 2015 - July 2015
Generation Capital Management, Inc. September 2010 - December 2014
Morgan Stanley Smith Barney July 2008 - August 2010
Citadel Broadcasting January 2005 - June 2008
Education
State University of New York at Buffalo 2000 — 2004
BS, Financial Analysis and Marketing
Charles Schwab July 2015 - Present
League of Women Voters of Rochester, NY June 2011 - Present
Charles Schwab January 2015 - July 2015
Generation Capital Management, Inc. September 2010 - December 2014
Morgan Stanley Smith Barney July 2008 - August 2010
Citadel Broadcasting January 2005 - June 2008
Education
State University of New York at Buffalo 2000 — 2004
BS, Financial Analysis and Marketing
Eric Ponce's Charles Schwab Experience December 2014 - Present
Job Associate Software Database Engineer at Charles Schwab & Co., Inc.
Industry Computer Software
Experience
Charles Schwab December 2014 - Present
TEKsystems June 2014 - December 2014
Crossroads' Turning Points Inc. November 2012 - June 2014
Skills
Microsoft Office, Data Entry, Customer Service, Access, Windows 7, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, SharePoint Designer, C#, Research, System Administration, Help Desk Support, Electronic Health..., Data Verification, HIPAA, Technical Support, Databases, EHR, Data Analysis, Database Administration, ETL, Microsoft SQL Server, Powershell, SSIS, T-SQL Stored Procedures, Troubleshooting, SQL, Information Technology
Education
Colorado State University-Pueblo 2009 — 2013
Bachelor of Science in Business Adminstration, Information Technology
Universität Duisburg-Essen, Standort Duisburg 2012 — 2012
International Business and Economics, International Business and Economics, 2012 Summer Term
Charles Schwab December 2014 - Present
TEKsystems June 2014 - December 2014
Crossroads' Turning Points Inc. November 2012 - June 2014
Skills
Microsoft Office, Data Entry, Customer Service, Access, Windows 7, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, SharePoint Designer, C#, Research, System Administration, Help Desk Support, Electronic Health..., Data Verification, HIPAA, Technical Support, Databases, EHR, Data Analysis, Database Administration, ETL, Microsoft SQL Server, Powershell, SSIS, T-SQL Stored Procedures, Troubleshooting, SQL, Information Technology
Education
Colorado State University-Pueblo 2009 — 2013
Bachelor of Science in Business Adminstration, Information Technology
Universität Duisburg-Essen, Standort Duisburg 2012 — 2012
International Business and Economics, International Business and Economics, 2012 Summer Term
Connie Kim Connie Kim's Charles Schwab Experience August 2007 - August 2011
Job Senior Advisory Services Financial Services Office at EY
Industry Financial Services
Experience
EY September 2013 - Present
UCLA Anderson School of Management August 2011 - June 2013
Charles Schwab August 2007 - August 2011
Skills
Financial Modeling, Pricing, Strategy, Data Analysis, Portfolio Management, Analytics, Financial Analysis, Business Strategy, Marketing Strategy, Competitive Analysis, Valuation, Finance, Corporate Finance, Financial Services, Investments, Market Research
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
BA, Economics & Japanese double major
EY September 2013 - Present
UCLA Anderson School of Management August 2011 - June 2013
Charles Schwab August 2007 - August 2011
Skills
Financial Modeling, Pricing, Strategy, Data Analysis, Portfolio Management, Analytics, Financial Analysis, Business Strategy, Marketing Strategy, Competitive Analysis, Valuation, Finance, Corporate Finance, Financial Services, Investments, Market Research
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
BA, Economics & Japanese double major
Dan Termini's Charles Schwab Experience March 2000 - November 2001
Job Owner / Area Director at Fastteks OnSite Computer Services
Industry Computer & Network Security
Experience
Fast-teks On-Site Computer Services June 2013 - Present
RENATUS January 2011 - December 2013
BEST Realty Service February 2010 - January 2013
Nouveau Riche August 2007 - December 2010
LDS Professional Networking Group August 2007 - June 2010
Direct Sales Floors November 2003 - February 2008
The Church of Jesus Christ of Latter-day Saints March 2001 - August 2007
Interpreters Unlimited May 2003 - November 2003
Express Interpreters May 2003 - November 2003
Charles Schwab March 2000 - November 2001
Skills
Public Speaking, Leadership Development, Training, Leadership, Entrepreneurship, Management, Analysis, Marketing, Customer Service, Sales, Security, Human Resources, Access, Policy, Small Business, Foreclosures, Team Building, Start-ups, Real Estate
Education
University at Albany, SUNY
AS
Fast-teks On-Site Computer Services June 2013 - Present
RENATUS January 2011 - December 2013
BEST Realty Service February 2010 - January 2013
Nouveau Riche August 2007 - December 2010
LDS Professional Networking Group August 2007 - June 2010
Direct Sales Floors November 2003 - February 2008
The Church of Jesus Christ of Latter-day Saints March 2001 - August 2007
Interpreters Unlimited May 2003 - November 2003
Express Interpreters May 2003 - November 2003
Charles Schwab March 2000 - November 2001
Skills
Public Speaking, Leadership Development, Training, Leadership, Entrepreneurship, Management, Analysis, Marketing, Customer Service, Sales, Security, Human Resources, Access, Policy, Small Business, Foreclosures, Team Building, Start-ups, Real Estate
Education
University at Albany, SUNY
AS
Jeffrey Lawson, PMP Jeffrey Lawson, PMP's Charles Schwab Experience 1997 - 2000
Job Senior Project Lead at Genentech
Industry Computer Networking
Experience
Genentech May 2015 - Present
McAfee October 2014 - May 2015
Insight Global March 2014 - July 2014
Modis October 2012 - January 2014
TEKsystems June 2011 - October 2012
Kohlbella September 2010 - May 2011
Aurionpro Solutions November 2009 - August 2010
Xoverit February 2006 - November 2009
Providian Financial 2000 - 2006
Charles Schwab 1997 - 2000
Skills
Data Center, IT Operations, Mergers, Vendor Management, PMP, PMO, Management, Project Management, IT Management, Program Management, Disaster Recovery, Change Management, ITIL, Infrastructure..., Agile Project Management, Incident Management, MS Project, Project Delivery, Resource Management, Cross-functional Team..., Requirements Analysis, Infrastructure, IT Strategy, Project Portfolio..., Networking
Education
University of Pisa
Genentech May 2015 - Present
McAfee October 2014 - May 2015
Insight Global March 2014 - July 2014
Modis October 2012 - January 2014
TEKsystems June 2011 - October 2012
Kohlbella September 2010 - May 2011
Aurionpro Solutions November 2009 - August 2010
Xoverit February 2006 - November 2009
Providian Financial 2000 - 2006
Charles Schwab 1997 - 2000
Skills
Data Center, IT Operations, Mergers, Vendor Management, PMP, PMO, Management, Project Management, IT Management, Program Management, Disaster Recovery, Change Management, ITIL, Infrastructure..., Agile Project Management, Incident Management, MS Project, Project Delivery, Resource Management, Cross-functional Team..., Requirements Analysis, Infrastructure, IT Strategy, Project Portfolio..., Networking
Education
University of Pisa
Debi Lynch Debi Lynch's Charles Schwab Experience 2002 - 2002
Job Chief Marketing Officer, Financial Services and Financial Tech
Industry Financial Services
Experience
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
Eric Walker Eric Walker's Charles Schwab Experience January 1990 - November 2006
Job Division Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
Pete Egan, CFP® Pete Egan, CFP®'s Charles Schwab Experience 1999 - 2009
Job Associate Wealth Management Advisor at Northwestern Mutual Sparks Financial
Industry Financial Services
Experience
Northwestern Mutual 2010 - Present
Charles Schwab 1999 - 2009
US Navy 1990 - 1996
Skills
Financial Analysis, Risk Management, Financial Advisory, Process Improvement, Wealth Management, Management, Insurance, Asset Allocation, Investments, Retirement Planning, Program Management, Strategic Planning, Finance, Leadership, Team Building, Public Speaking, Series 7
Education
United States Naval Academy 1986 — 1990
Cold Spring Harbor High School 1980 — 1986
Northwestern Mutual 2010 - Present
Charles Schwab 1999 - 2009
US Navy 1990 - 1996
Skills
Financial Analysis, Risk Management, Financial Advisory, Process Improvement, Wealth Management, Management, Insurance, Asset Allocation, Investments, Retirement Planning, Program Management, Strategic Planning, Finance, Leadership, Team Building, Public Speaking, Series 7
Education
United States Naval Academy 1986 — 1990
Cold Spring Harbor High School 1980 — 1986
Chris McManus Chris McManus's Charles Schwab Experience 2002 - 2004
Job Sr. Business Analyst Business Intelligence, Global Products and Services Group
Industry Management Consulting
Experience
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Priscilla Chang Priscilla Chang's Charles Schwab Experience June 2005 - June 2007
Job Digital Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo March 2015 - August 2015
Fast Marble Consulting October 2014 - March 2015
Wells Fargo November 2010 - November 2014
PayPal May 2010 - October 2010
BlackRock July 2008 - March 2010
Wells Fargo Bank July 2007 - June 2008
StubHub January 2008 - February 2008
Charles Schwab June 2005 - June 2007
OurStory 2007 - 2007
Skills
E-commerce, Strategy, Marketing Strategy, Product Management, Marketing, Marketing Communications, CRM, SEM, SEO, Start-ups, Online Marketing, Content Strategy, Advertising, Lead Generation, Brand Development, Customer Acquisition, Digital Marketing, Copywriting, Content Management, Social Networking, Market Research, Project Management, Strategic Partnerships, User Experience, Vendor Management, Website Development, Copy Editing, Brand Management, Technical Writing, Client Communication, Contract Negotiation, Writing, Online Travel, Online Dating, Wealth Management, Digital Media, Email Marketing, Web Content Management, Web Project Management, Editing
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing, International Marketing
Yale University
BA, History, Biology
Wells Fargo August 2015 - Present
Wells Fargo March 2015 - August 2015
Fast Marble Consulting October 2014 - March 2015
Wells Fargo November 2010 - November 2014
PayPal May 2010 - October 2010
BlackRock July 2008 - March 2010
Wells Fargo Bank July 2007 - June 2008
StubHub January 2008 - February 2008
Charles Schwab June 2005 - June 2007
OurStory 2007 - 2007
Skills
E-commerce, Strategy, Marketing Strategy, Product Management, Marketing, Marketing Communications, CRM, SEM, SEO, Start-ups, Online Marketing, Content Strategy, Advertising, Lead Generation, Brand Development, Customer Acquisition, Digital Marketing, Copywriting, Content Management, Social Networking, Market Research, Project Management, Strategic Partnerships, User Experience, Vendor Management, Website Development, Copy Editing, Brand Management, Technical Writing, Client Communication, Contract Negotiation, Writing, Online Travel, Online Dating, Wealth Management, Digital Media, Email Marketing, Web Content Management, Web Project Management, Editing
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing, International Marketing
Yale University
BA, History, Biology
Brenda Zwas's Charles Schwab Experience 1998 - 2001
Job Regional Vice President at FIRST Insurance Funding Corp
Industry Financial Services
Experience
First Insurance Funding, A Wintrust Company June 2007 - Present
AFCO Credit Corporation 2001 - 2006
Charles Schwab 1998 - 2001
Skills
Brokers, Commercial Insurance, Credit, Loans, Underwriting, Banking, Insurance, Risk Management, Credit Analysis, Account Management, Financial Risk, Finance, Credit Risk, Financial Analysis
Education
University at Buffalo
B.S.
First Insurance Funding, A Wintrust Company June 2007 - Present
AFCO Credit Corporation 2001 - 2006
Charles Schwab 1998 - 2001
Skills
Brokers, Commercial Insurance, Credit, Loans, Underwriting, Banking, Insurance, Risk Management, Credit Analysis, Account Management, Financial Risk, Finance, Credit Risk, Financial Analysis
Education
University at Buffalo
B.S.
Derek Meade Derek Meade's Charles Schwab Experience August 2015 - Present
Job
Industry Capital Markets
Experience
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Charles Schwab August 2015 - Present
Performance Trust Capital Partners November 2013 - July 2015
Performance Trust Capital Partners June 2010 - November 2013
Performance Trust Capital Partners September 2008 - June 2010
Performance Trust Capital Partners March 2007 - August 2008
GCG Financial January 2006 - February 2007
GCG Financial May 2005 - August 2005
Education
Truman State University 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, Marketing
Lawton High School (Lawton, MI) 1997 — 2001
Becca Krass Becca Krass's Charles Schwab Experience March 2008 - April 2010
Job Director, Desk.com Product Marketing at Salesforce
Industry Computer Software
Experience
Salesforce February 2015 - Present
Salesforce March 2014 - February 2015
salesforce.com January 2014 - March 2014
salesforce.com August 2012 - January 2014
Salesforce.com June 2011 - September 2011
Charles Schwab March 2008 - April 2010
Above All Software January 2006 - March 2007
Sapias 2005 - 2005
Endeavor Agency 2003 - 2004
Ko Festival of Performance/Artistic Director 2002 - 2002
Skills
Project Management, Business Strategy, Customer Oriented, Marketing Communications, Collaborative Leadership, Social Media Strategist, Social Media Marketing, Product Marketing, Marketing Strategy, Management, Salesforce.com, Market Research, Marketing, Sales, Sales Process, Start-ups, Leadership, Strategy, Competitive Analysis, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA
Williams College 1999 — 2003
B.A., Political Science, International Relations
Salesforce February 2015 - Present
Salesforce March 2014 - February 2015
salesforce.com January 2014 - March 2014
salesforce.com August 2012 - January 2014
Salesforce.com June 2011 - September 2011
Charles Schwab March 2008 - April 2010
Above All Software January 2006 - March 2007
Sapias 2005 - 2005
Endeavor Agency 2003 - 2004
Ko Festival of Performance/Artistic Director 2002 - 2002
Skills
Project Management, Business Strategy, Customer Oriented, Marketing Communications, Collaborative Leadership, Social Media Strategist, Social Media Marketing, Product Marketing, Marketing Strategy, Management, Salesforce.com, Market Research, Marketing, Sales, Sales Process, Start-ups, Leadership, Strategy, Competitive Analysis, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA
Williams College 1999 — 2003
B.A., Political Science, International Relations
Thomas Boniface, ACA's Charles Schwab Experience October 2005 - February 2006
Job Internal Audit Director at BlackRock
Industry Financial Services
Experience
BlackRock / Barclays Global Investors March 2006 - Present
Charles Schwab October 2005 - February 2006
ICAP March 2004 - December 2004
TNT (Thailand) March 2003 - February 2004
Robert Half International May 2002 - February 2003
Kingston Smith September 1998 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Auditing
Education
University College London, U. of London 1995 — 1998
BSc (Econ), Economics & Geography
BlackRock / Barclays Global Investors March 2006 - Present
Charles Schwab October 2005 - February 2006
ICAP March 2004 - December 2004
TNT (Thailand) March 2003 - February 2004
Robert Half International May 2002 - February 2003
Kingston Smith September 1998 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Enterprise Risk..., Auditing
Education
University College London, U. of London 1995 — 1998
BSc (Econ), Economics & Geography
Gerry Whelan Gerry Whelan's Charles Schwab Experience February 2008 - May 2012
Job Principal at Whelan Advisory Services LLC
Industry Financial Services
Experience
Whelan Advisory Services LLC May 2012 - Present
Charles Schwab February 2008 - May 2012
Fidelity Investments January 2003 - February 2007
Fidelity Investments February 2000 - February 2007
Fidelity Investments September 1995 - February 2000
Fidelity Investments February 1993 - September 1995
The Boston Company February 1990 - September 1992
V. Berg & Sons July 1986 - March 1990
Skills
Strategic Financial..., Financial Analysis, Building Relationships, Consultation, Income Protection, Asset Allocation, Retirement Planning, Asset Managment, Financial Planning, Mutual Funds, Retirement, Trading, Financial Services, Asset Management, Equities
Education
University College Dublin 1992 — 1993
Master of Business Administration (MBA), Finance, General
University College Dublin 1982 — 1986
Bachelor of commerce, finance and accounting
Whelan Advisory Services LLC May 2012 - Present
Charles Schwab February 2008 - May 2012
Fidelity Investments January 2003 - February 2007
Fidelity Investments February 2000 - February 2007
Fidelity Investments September 1995 - February 2000
Fidelity Investments February 1993 - September 1995
The Boston Company February 1990 - September 1992
V. Berg & Sons July 1986 - March 1990
Skills
Strategic Financial..., Financial Analysis, Building Relationships, Consultation, Income Protection, Asset Allocation, Retirement Planning, Asset Managment, Financial Planning, Mutual Funds, Retirement, Trading, Financial Services, Asset Management, Equities
Education
University College Dublin 1992 — 1993
Master of Business Administration (MBA), Finance, General
University College Dublin 1982 — 1986
Bachelor of commerce, finance and accounting
Joe Torra Joe Torra's Charles Schwab Experience 2000 - 2002
Job Freelance Designer, Project Manager and Permits Consultant
Industry Architecture & Planning
Experience
Sobre El Ring February 2012 - Present
MSSG Corp. of Puerto Rico June 2011 - Present
URI Art Gallery 2011 - Present
Jaris Enterprises May 2012 - June 2012
P&S Consultants March 2012 - May 2012
Creative Caribe Corp. 2007 - 2009
P&S Consultants Corp. 2005 - 2007
Charles Schwab 2000 - 2002
Santander Securities 1997 - 2000
Santander Securities 1997 - 1998
Skills
Architecture, Space Planning, PowerPoint, Microsoft Office, Construction, Adobe Creative Suite, Construction Management, Photoshop, Word, AutoCAD, Excel, Illustrator, Sketching, InDesign, SketchUp, CAD, Graphic Design, Architectural Design, Renovation, Mac, Drawing, Construction Documents, BIM, Windows, Strategic Planning, Customer Relations, Residential Design, Planning, Retail, ArchiCAD, 3D rendering, Outlook, Problem Solving, Adobe Acrobat, Residential, Small Business, Real Estate, New Business Development, Budgeting, 3D Studio Max, Interior Design, Modeling, Alternative Investments
Education
Universidad Politécnica de Puerto Rico 2002 — 2007
B.Arch, Architecture
Universidad de Puerto Rico 1992 — 1998
B.B.A., Finance and Accounting
Colegio Nuestra Señora de Guadalupe 1988 — 1992
Sobre El Ring February 2012 - Present
MSSG Corp. of Puerto Rico June 2011 - Present
URI Art Gallery 2011 - Present
Jaris Enterprises May 2012 - June 2012
P&S Consultants March 2012 - May 2012
Creative Caribe Corp. 2007 - 2009
P&S Consultants Corp. 2005 - 2007
Charles Schwab 2000 - 2002
Santander Securities 1997 - 2000
Santander Securities 1997 - 1998
Skills
Architecture, Space Planning, PowerPoint, Microsoft Office, Construction, Adobe Creative Suite, Construction Management, Photoshop, Word, AutoCAD, Excel, Illustrator, Sketching, InDesign, SketchUp, CAD, Graphic Design, Architectural Design, Renovation, Mac, Drawing, Construction Documents, BIM, Windows, Strategic Planning, Customer Relations, Residential Design, Planning, Retail, ArchiCAD, 3D rendering, Outlook, Problem Solving, Adobe Acrobat, Residential, Small Business, Real Estate, New Business Development, Budgeting, 3D Studio Max, Interior Design, Modeling, Alternative Investments
Education
Universidad Politécnica de Puerto Rico 2002 — 2007
B.Arch, Architecture
Universidad de Puerto Rico 1992 — 1998
B.B.A., Finance and Accounting
Colegio Nuestra Señora de Guadalupe 1988 — 1992
Bianca White Bianca White's Charles Schwab Experience June 2013 - November 2013
Job Reconciliation Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Discover Financial Services April 2014 - September 2014
Charles Schwab June 2013 - November 2013
Dun and Bradstreet January 2013 - April 2013
Safeway June 2012 - December 2012
Humana June 2011 - April 2012
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Customer Service, Analysis, Loans, Finance, Management, Credit, Financial Planning, Financial Risk, Financial Services, Leadership, Risk Management, Banking
Education
Trinity Western University
Vanguard August 2014 - Present
Discover Financial Services April 2014 - September 2014
Charles Schwab June 2013 - November 2013
Dun and Bradstreet January 2013 - April 2013
Safeway June 2012 - December 2012
Humana June 2011 - April 2012
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Customer Service, Analysis, Loans, Finance, Management, Credit, Financial Planning, Financial Risk, Financial Services, Leadership, Risk Management, Banking
Education
Trinity Western University
Carol Cooley, SPHR, SHRM - SCP's Charles Schwab Experience September 2011 - Present
Job HR Executive & Business Partner specializing in Talent, Engagement & Change strategies that improve business outcomes
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Total Community Options April 2010 - September 2011
Anthem December 2005 - April 2010
Anthem August 2002 - December 2005
LenderLive Network, Inc. March 2000 - April 2002
EchoStar Communications March 1998 - March 2000
Skills
Performance Management, Talent Management, Employee Engagement, Succession Planning, Talent Acquisition, Change Management, Employee Relations, Organizational..., Organizational Design, Organizational..., Organizational Structure, Employee Benefits, Strategic Human..., Compensation, Benefits, HRIS, HR Strategy, Six Sigma, Cross-functional Team..., Process Improvement, Executive Coaching, Executive Management, Culture Change, Human Capital Management, Metrics, Strategic Planning, Leadership Development, Employee Training, Learning Management..., Mergers, Workforce Planning, Training, Incentive Programs, Human Capital, Career Development, HR Transformation, Management Development, Strategy, Management, Coaching, Onboarding, Recruiting, Human Resources, Deferred Compensation, Compensation Structures, SPHR, Internal Communications, Strategic HR, Leadership, Labor Relations
Education
Webster University (AT) 1998 — 2000
MA, HR Management
Trinity University 1988 — 1992
Bachelor of Arts (B.A.)
Charles Schwab September 2011 - Present
Total Community Options April 2010 - September 2011
Anthem December 2005 - April 2010
Anthem August 2002 - December 2005
LenderLive Network, Inc. March 2000 - April 2002
EchoStar Communications March 1998 - March 2000
Skills
Performance Management, Talent Management, Employee Engagement, Succession Planning, Talent Acquisition, Change Management, Employee Relations, Organizational..., Organizational Design, Organizational..., Organizational Structure, Employee Benefits, Strategic Human..., Compensation, Benefits, HRIS, HR Strategy, Six Sigma, Cross-functional Team..., Process Improvement, Executive Coaching, Executive Management, Culture Change, Human Capital Management, Metrics, Strategic Planning, Leadership Development, Employee Training, Learning Management..., Mergers, Workforce Planning, Training, Incentive Programs, Human Capital, Career Development, HR Transformation, Management Development, Strategy, Management, Coaching, Onboarding, Recruiting, Human Resources, Deferred Compensation, Compensation Structures, SPHR, Internal Communications, Strategic HR, Leadership, Labor Relations
Education
Webster University (AT) 1998 — 2000
MA, HR Management
Trinity University 1988 — 1992
Bachelor of Arts (B.A.)
Pamela Hoopes Pamela Hoopes's Charles Schwab Experience September 2015 - Present
Job Client Service Administrator Stock Plan Services At Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Buckeye Valley Pizza Hut July 2011 - September 2015
New England Financial August 2009 - May 2011
Context Financial April 2009 - August 2009
Mass Mutual Financial Services November 2007 - April 2009
Skills
Finance, Account Management, Customer Service, Management, Investments, Marketing, Budgets, Inventory Management, Leadership, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Time Management
Education
University of Kentucky 2005 — 2009
BA in Finance & Management
Universitat Pompeu Fabra 2008 — 2008
Spanish
Centerville High School 2001 — 2005
Charles Schwab September 2015 - Present
Buckeye Valley Pizza Hut July 2011 - September 2015
New England Financial August 2009 - May 2011
Context Financial April 2009 - August 2009
Mass Mutual Financial Services November 2007 - April 2009
Skills
Finance, Account Management, Customer Service, Management, Investments, Marketing, Budgets, Inventory Management, Leadership, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Time Management
Education
University of Kentucky 2005 — 2009
BA in Finance & Management
Universitat Pompeu Fabra 2008 — 2008
Spanish
Centerville High School 2001 — 2005
Heather Rosenberg Buch Heather Rosenberg Buch's Charles Schwab Experience March 2015 - Present
Job Strategy, Finance, Technology
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab 2012 - March 2015
Barclays Capital (formerly Lehman Brothers) 2011 - 2012
Charles Schwab 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
iPass, Inc. 2004 - 2004
UUNET, a WorldCom Co. 1999 - 2002
Skills
Strategy, Strategic Partnerships, Enterprise Software, Investments, Financial Modeling, Management, Mergers & Acquisitions, Valuation, Mergers, Financial Analysis, Equities, Portfolio Management, Security, IPO, Start-ups, Contract Negotiation, Sales Operations, Corporate Development, Due Diligence, Corporate Finance
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance, Strategy
University of California, Los Angeles
B.A., B.A., International Development, Geography
Charles Schwab March 2015 - Present
Charles Schwab 2012 - March 2015
Barclays Capital (formerly Lehman Brothers) 2011 - 2012
Charles Schwab 2009 - 2011
Lehman Brothers 2006 - 2008
Lehman Brothers June 2005 - August 2005
iPass, Inc. 2004 - 2004
UUNET, a WorldCom Co. 1999 - 2002
Skills
Strategy, Strategic Partnerships, Enterprise Software, Investments, Financial Modeling, Management, Mergers & Acquisitions, Valuation, Mergers, Financial Analysis, Equities, Portfolio Management, Security, IPO, Start-ups, Contract Negotiation, Sales Operations, Corporate Development, Due Diligence, Corporate Finance
Education
UCLA Anderson School of Management 2004 — 2006
MBA, Finance, Strategy
University of California, Los Angeles
B.A., B.A., International Development, Geography
Sean Lamb CFP® Sean Lamb CFP®'s Charles Schwab Experience April 2011 - March 2014
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc. March 2014 - Present
Charles Schwab April 2011 - March 2014
Charles Schwab July 2009 - April 2011
Skills
Wealth Management, Finance, Mutual Funds, Strategic Financial..., Investment Management, Wealth Management..., Retirement Planning, Financial Planning, Asset Allocation, Series 7, Wealth, Investment Advisory
Education
Towson University 1997 — 2000
Bachelor of Business Administration (BBA), Marketing
University Of Georgia
CFP®
Creative Planning, Inc. March 2014 - Present
Charles Schwab April 2011 - March 2014
Charles Schwab July 2009 - April 2011
Skills
Wealth Management, Finance, Mutual Funds, Strategic Financial..., Investment Management, Wealth Management..., Retirement Planning, Financial Planning, Asset Allocation, Series 7, Wealth, Investment Advisory
Education
Towson University 1997 — 2000
Bachelor of Business Administration (BBA), Marketing
University Of Georgia
CFP®
Al McIntee Al McIntee's Charles Schwab Experience April 1996 - April 2003
Job Financial Advisor at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network November 2014 - Present
Independent Advisor Consulting, LLC October 2013 - November 2014
Cetera Advisor Networks LLC April 2013 - October 2013
LPL Financial June 2007 - April 2013
Schwab Institutional 2003 - 2007
Charles Schwab April 1996 - April 2003
Skills
Business Development, Investments, Financial Services, Management, Sales, Marketing, Sales Management, Recruiting, Business Strategy, Sales Presentations, Series 7, Retirement, Retirement Planning, Series 63, Selling, Mutual Funds, Financial Advisory, Wealth Management, Financial Planning
Education
Towson University 1985 — 1990
BS, Business
Archbishop Curley High School 1981 — 1985
Finance, General
Wells Fargo Advisors Financial Network November 2014 - Present
Independent Advisor Consulting, LLC October 2013 - November 2014
Cetera Advisor Networks LLC April 2013 - October 2013
LPL Financial June 2007 - April 2013
Schwab Institutional 2003 - 2007
Charles Schwab April 1996 - April 2003
Skills
Business Development, Investments, Financial Services, Management, Sales, Marketing, Sales Management, Recruiting, Business Strategy, Sales Presentations, Series 7, Retirement, Retirement Planning, Series 63, Selling, Mutual Funds, Financial Advisory, Wealth Management, Financial Planning
Education
Towson University 1985 — 1990
BS, Business
Archbishop Curley High School 1981 — 1985
Finance, General
Julie Cane's Charles Schwab Experience June 2010 - November 2012
Job Culture of Caring at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
John Alderman John Alderman's Charles Schwab Experience March 2013 - Present
Job Director of Account Planning at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
supereverywhere September 2011 - Present
John Alderman 2001 - Present
The Barbarian Group January 2011 - September 2011
Razorfish June 2008 - November 2010
Avenue A Razorfish July 2005 - June 2008
MP3.com / CNET 2004 - 2004
Eat creative k.k. 2003 - 2004
ONE Magazine 2000 - 2001
Mjuice 1999 - 2000
Skills
Content Strategy, User Experience, Creative Direction, Content Management, Advertising, Copywriting, Information Architecture, E-commerce, Strategy, Social Media, Experience Design, Thought Leadership, Multimedia, Corporate Communications, Social Networking, Digital Strategy, User-centered Design, Publishing, CMS, Editorial, Interaction Design, Usability, User Interface, Integrated Marketing, Mobile Strategy, Editing, Creative Strategy, Content Development, Digital Marketing, Information Design, User Experience Design, Account Planning, Strategic Communications, Interactive Marketing, Digital Media, Interactive Advertising
Education
Université de Toulouse-le-Mirail (Toulouse II) 1991 — 1992
French Language
University of Houston
B. A. English Literature, Creative Writing, French, Art History
Charles Schwab March 2013 - Present
supereverywhere September 2011 - Present
John Alderman 2001 - Present
The Barbarian Group January 2011 - September 2011
Razorfish June 2008 - November 2010
Avenue A Razorfish July 2005 - June 2008
MP3.com / CNET 2004 - 2004
Eat creative k.k. 2003 - 2004
ONE Magazine 2000 - 2001
Mjuice 1999 - 2000
Skills
Content Strategy, User Experience, Creative Direction, Content Management, Advertising, Copywriting, Information Architecture, E-commerce, Strategy, Social Media, Experience Design, Thought Leadership, Multimedia, Corporate Communications, Social Networking, Digital Strategy, User-centered Design, Publishing, CMS, Editorial, Interaction Design, Usability, User Interface, Integrated Marketing, Mobile Strategy, Editing, Creative Strategy, Content Development, Digital Marketing, Information Design, User Experience Design, Account Planning, Strategic Communications, Interactive Marketing, Digital Media, Interactive Advertising
Education
Université de Toulouse-le-Mirail (Toulouse II) 1991 — 1992
French Language
University of Houston
B. A. English Literature, Creative Writing, French, Art History
Steven Weisberg Steven Weisberg's Charles Schwab Experience November 2013 - Present
Job Manager Risk Analysis Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Weisberg & Weisberg PA May 2005 - October 2013
Wells Fargo Corporate Trust July 2001 - July 2002
First Union National Bank June 2000 - June 2001
Skills
Legal Writing, Corporate Law, Bonds, Litigation, Management, Corporate Governance, Negotiation, Strategy, Customer Service
Education
University of Miami School of Law 2002 — 2004
juris doctor, law
Tulane University 1995 — 1999
Bachelor of Science, Business
Charles Schwab November 2013 - Present
Weisberg & Weisberg PA May 2005 - October 2013
Wells Fargo Corporate Trust July 2001 - July 2002
First Union National Bank June 2000 - June 2001
Skills
Legal Writing, Corporate Law, Bonds, Litigation, Management, Corporate Governance, Negotiation, Strategy, Customer Service
Education
University of Miami School of Law 2002 — 2004
juris doctor, law
Tulane University 1995 — 1999
Bachelor of Science, Business
Tanner Coltrin Tanner Coltrin's Charles Schwab Experience June 2014 - Present
Job Managing Director Bank Outsource Oversight at Charles Schwab
Industry Security and Investigations
Experience
Charles Schwab June 2014 - Present
Skills
Physical Security, Information Security, Security, Management, Corporate Security, Loss Prevention, Security Management, Business Continuity, Risk Assessment, Security Audits, Access Control, Vulnerability Assessment, Risk Management, Information Security..., PCI DSS, Computer Security, Network Security, Disaster Recovery, Leadership, Security Awareness, Business Continuity..., Security Operations, IT Audit, IT Operations, Data Center, Enterprise Software, Vulnerability Management, Investigation, CISSP, Emergency Management, Vendor Management, IT Strategy, Fraud, CISA, ISO 27001, Asset Protection, IT Management, Information Technology, Governance, Penetration Testing, Application Security, Start-ups, Enterprise Risk..., Surveillance, CCTV, Internal Investigations, Intrusion Detection, Private Investigations, Crisis Management, Security Training
Education
Weber State University 1996 — 1999
Unitek College
Charles Schwab June 2014 - Present
Skills
Physical Security, Information Security, Security, Management, Corporate Security, Loss Prevention, Security Management, Business Continuity, Risk Assessment, Security Audits, Access Control, Vulnerability Assessment, Risk Management, Information Security..., PCI DSS, Computer Security, Network Security, Disaster Recovery, Leadership, Security Awareness, Business Continuity..., Security Operations, IT Audit, IT Operations, Data Center, Enterprise Software, Vulnerability Management, Investigation, CISSP, Emergency Management, Vendor Management, IT Strategy, Fraud, CISA, ISO 27001, Asset Protection, IT Management, Information Technology, Governance, Penetration Testing, Application Security, Start-ups, Enterprise Risk..., Surveillance, CCTV, Internal Investigations, Intrusion Detection, Private Investigations, Crisis Management, Security Training
Education
Weber State University 1996 — 1999
Unitek College
Stephen Peer Stephen Peer's Charles Schwab Experience 1999 - 2009
Job Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors 2010 - Present
Charles Schwab 1999 - 2009
Education
State University of New York at Albany
BS, Business Administration/American History
Voya Financial Advisors 2010 - Present
Charles Schwab 1999 - 2009
Education
State University of New York at Albany
BS, Business Administration/American History
Ana Mourao's Charles Schwab Experience November 2000 - October 2002
Job Online Marketing Technology Strategist
Industry Internet
Experience
3M November 2010 - July 2015
UNIESP August 2013 - December 2013
Univision Interactive Media March 2009 - May 2010
Starwood Hotels & Resorts January 2005 - January 2009
Charles Schwab November 2000 - October 2002
Visualcom, LLC February 1999 - August 2000
Skills
Online Marketing, Email Marketing, Digital Marketing, Mobile Devices, Online Advertising, E-commerce, SEO, Marketing Strategy, Digital Strategy, Marketing, Lead Generation, SEM, Interactive Marketing, B2B, Promotions, Direct Marketing, Web Analytics, Digital Media, Social Media, Magento, Google Analytics, Omniture, Google Adwords, E-business, Competitive Analysis, Marketing Communications, PPC, Analytics, Social Media Marketing, CMS, Website Development, Market Research, Web Marketing, Web Design, Market Planning, B2B Marketing, Mobile Marketing, Multi-channel Marketing, Content Management, CRM, Integrated Marketing, Media Planning, Web Development, Start-ups, Corporate Branding, Marketing Management, Instructional Design, JIRA
Education
Inova Business School 2014 — 2015
Master of Business Administration (M.B.A.), Design Thinking
MarketMotive.com 2012 — 2012
Certification, Web Analytics
Universidade Anhembi Morumbi 2002 — 2003
MA, Fashion Marketing
Universidade Estadual de Campinas 1992 — 1995
Bachelor of Science, Economics
Escola Comunitaria de Campinas 1985 — 1988
3M November 2010 - July 2015
UNIESP August 2013 - December 2013
Univision Interactive Media March 2009 - May 2010
Starwood Hotels & Resorts January 2005 - January 2009
Charles Schwab November 2000 - October 2002
Visualcom, LLC February 1999 - August 2000
Skills
Online Marketing, Email Marketing, Digital Marketing, Mobile Devices, Online Advertising, E-commerce, SEO, Marketing Strategy, Digital Strategy, Marketing, Lead Generation, SEM, Interactive Marketing, B2B, Promotions, Direct Marketing, Web Analytics, Digital Media, Social Media, Magento, Google Analytics, Omniture, Google Adwords, E-business, Competitive Analysis, Marketing Communications, PPC, Analytics, Social Media Marketing, CMS, Website Development, Market Research, Web Marketing, Web Design, Market Planning, B2B Marketing, Mobile Marketing, Multi-channel Marketing, Content Management, CRM, Integrated Marketing, Media Planning, Web Development, Start-ups, Corporate Branding, Marketing Management, Instructional Design, JIRA
Education
Inova Business School 2014 — 2015
Master of Business Administration (M.B.A.), Design Thinking
MarketMotive.com 2012 — 2012
Certification, Web Analytics
Universidade Anhembi Morumbi 2002 — 2003
MA, Fashion Marketing
Universidade Estadual de Campinas 1992 — 1995
Bachelor of Science, Economics
Escola Comunitaria de Campinas 1985 — 1988
Ann Telthorst Ann Telthorst's Charles Schwab Experience May 2000 - October 2001
Job Provides visitors to the Fine Arts Museums of SF with an excellent experience that translates into sales.
Industry Marketing and Advertising
Experience
Fine Arts Museums of San Francisco (deYoung and Legion of Honor) April 2011 - Present
Rebecca Prozan campaign for District 8 Supervisor and to Friends of Lloyd St. 2010 - November 2010
Kaiser Permanente October 2007 - January 2010
Owners.com 2006 - 2007
PAC Machinery Group March 2004 - December 2005
EcoExpressGifts.com May 2002 - March 2004
Charles Schwab May 2000 - October 2001
Sybex Inc. October 1997 - May 2000
Pacific Bell - now AT&T January 1988 - October 1997
Skills
Marketing, Creative Problem Solving, Sales, Advertising, Corporate Communications, Integrated Marketing, Fundraising, Market Research, Public Relations, Email Marketing, Account Management, Customer Service, Program Management, E-commerce, Nonprofits, Management, Salesforce.com, Marketing Strategy, Training, Leadership
Education
UCLA Anderson School of Management
MBA, Marketing
University of Missouri School of Journalism
Bachelors, Business Journalism
Fine Arts Museums of San Francisco (deYoung and Legion of Honor) April 2011 - Present
Rebecca Prozan campaign for District 8 Supervisor and to Friends of Lloyd St. 2010 - November 2010
Kaiser Permanente October 2007 - January 2010
Owners.com 2006 - 2007
PAC Machinery Group March 2004 - December 2005
EcoExpressGifts.com May 2002 - March 2004
Charles Schwab May 2000 - October 2001
Sybex Inc. October 1997 - May 2000
Pacific Bell - now AT&T January 1988 - October 1997
Skills
Marketing, Creative Problem Solving, Sales, Advertising, Corporate Communications, Integrated Marketing, Fundraising, Market Research, Public Relations, Email Marketing, Account Management, Customer Service, Program Management, E-commerce, Nonprofits, Management, Salesforce.com, Marketing Strategy, Training, Leadership
Education
UCLA Anderson School of Management
MBA, Marketing
University of Missouri School of Journalism
Bachelors, Business Journalism
Dan Sklar Dan Sklar's Charles Schwab Experience June 2005 - February 2015
Job
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
Charles Schwab June 2005 - February 2015
Skills
Series 7, Series 63
Education
Tufts University 1994 — 1998
St. Marks School of Texas
UBS Wealth Management February 2015 - Present
Charles Schwab June 2005 - February 2015
Skills
Series 7, Series 63
Education
Tufts University 1994 — 1998
St. Marks School of Texas
Brandon Zinn Brandon Zinn's Charles Schwab Experience October 2014 - September 2015
Job
Industry Financial Services
Experience
Charles Schwab October 2014 - September 2015
Charles Schwab July 2013 - October 2014
The Tap Cafe March 2012 - May 2013
Narragansett Beer September 2011 - May 2013
Skills
Marketing Strategy, Social Media Marketing, Public Relations, Promoting, Direct Sales, People Skills, IT Management, Product Marketing, Digital Marketing, Promotional Writing, Promotion Planning, Customer Service, Critical Thinking, Microsoft Office, Drawbase, Photoshop, AutoCAD, Ableton Live, Adobe Creative Suite, Financial Analysis, Stock Market, Series 7, Series 63, Securities Market
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (BA)
D.I.S. Danish Institute for Study Abroad 2012 — 2012
Certificate of Completion
Charles Schwab October 2014 - September 2015
Charles Schwab July 2013 - October 2014
The Tap Cafe March 2012 - May 2013
Narragansett Beer September 2011 - May 2013
Skills
Marketing Strategy, Social Media Marketing, Public Relations, Promoting, Direct Sales, People Skills, IT Management, Product Marketing, Digital Marketing, Promotional Writing, Promotion Planning, Customer Service, Critical Thinking, Microsoft Office, Drawbase, Photoshop, AutoCAD, Ableton Live, Adobe Creative Suite, Financial Analysis, Stock Market, Series 7, Series 63, Securities Market
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (BA)
D.I.S. Danish Institute for Study Abroad 2012 — 2012
Certificate of Completion
Bonnie Sauer Bonnie Sauer's Charles Schwab Experience 1995 - 1999
Job Brokerage Administrator at Berkshire Hathaway Home Services
Industry Real Estate
Experience
Berkshire Hathaway Home Services 2015 - Present
Home Educator September 2003 - Present
Arrowhead Country Club 2007 - 2010
Charles Schwab 1995 - 1999
Skills
Editing, Public Relations, Research, Public Speaking, Social Media, Teaching, Event Planning
Education
Towson University 1988 — 1992
BA, Mass Communications
Berkshire Hathaway Home Services 2015 - Present
Home Educator September 2003 - Present
Arrowhead Country Club 2007 - 2010
Charles Schwab 1995 - 1999
Skills
Editing, Public Relations, Research, Public Speaking, Social Media, Teaching, Event Planning
Education
Towson University 1988 — 1992
BA, Mass Communications
Meryl Schreibstein's Charles Schwab Experience June 2012 - May 2014
Job Officer and Executive Assistant to Senior Executive Vice President, Wealth Management
Industry Investment Management
Experience
Bank of the West February 2015 - Present
Investment Advisory Firm (start-up) May 2014 - February 2015
Charles Schwab June 2012 - May 2014
Williams-Sonoma, Inc. July 2009 - April 2012
Presidio Partners (formerly known as CMEA Capital) September 1998 - September 2008
Skills
Outlook, PowerPoint, QuickBooks, Adobe, Intralinks, BoardVantage, Axiom, FileMaker, Bigdough, Event Planning, Microsoft Excel, Microsoft Word, Concur, Office Management, Calendaring, Strategy, Microsoft Office, Human Resources, Public Relations, Marketing, Time Management, Nonprofits, CRM
Education
Towson University
BSc, Communications & PR
Bank of the West February 2015 - Present
Investment Advisory Firm (start-up) May 2014 - February 2015
Charles Schwab June 2012 - May 2014
Williams-Sonoma, Inc. July 2009 - April 2012
Presidio Partners (formerly known as CMEA Capital) September 1998 - September 2008
Skills
Outlook, PowerPoint, QuickBooks, Adobe, Intralinks, BoardVantage, Axiom, FileMaker, Bigdough, Event Planning, Microsoft Excel, Microsoft Word, Concur, Office Management, Calendaring, Strategy, Microsoft Office, Human Resources, Public Relations, Marketing, Time Management, Nonprofits, CRM
Education
Towson University
BSc, Communications & PR
Stephan Forget Stephan Forget's Charles Schwab Experience 1992 - 1992
Job President & Owner of Go West Tours
Industry Leisure, Travel & Tourism
Experience
Go West Tours October 1992 - Present
French American International School (San Francisco, CA) 2013 - Present
Receptive Services Association of America 1999 - 2009
Receptive Services Association of America 2002 - 2004
Charles Schwab 1992 - 1992
BIP Finance 1989 - 1990
Commision des Operations de Bourse (French SEC) 1987 - 1989
Coface 1985 - 1987
Education
International University of America 1991 — 1992
MBA, Finance
Université Panthéon Assas (Paris II) 1985 — 1989
Master, Business Law
Lycee
Go West Tours October 1992 - Present
French American International School (San Francisco, CA) 2013 - Present
Receptive Services Association of America 1999 - 2009
Receptive Services Association of America 2002 - 2004
Charles Schwab 1992 - 1992
BIP Finance 1989 - 1990
Commision des Operations de Bourse (French SEC) 1987 - 1989
Coface 1985 - 1987
Education
International University of America 1991 — 1992
MBA, Finance
Université Panthéon Assas (Paris II) 1985 — 1989
Master, Business Law
Lycee
Gary Brick Gary Brick's Charles Schwab Experience 2005 - 2006
Job Integrated Marketing Leader/ MultiChannel Strategist Actively Seeking New Career Opportunities
Industry Marketing and Advertising
Experience
Campbell Ewald October 2012 - June 2015
InterContinental Hotels Group (IHG) April 2011 - October 2011
Markor, Inc. November 2008 - April 2011
ReFlow June 2006 - November 2008
Charles Schwab 2005 - 2006
Verizon, Visa, TIme Warner, Bailey Banks & Biddle and Synergy Software 2001 - 2005
American Century Investments 1996 - 2001
Skills
Integrated Marketing, Direct Marketing, Strategy, Marketing Communications, Cross-functional Team..., SaaS, Advertising, Marketing, B2B, Management, Leadership, Multi-channel Marketing, Entrepreneurship, Product Development, Strategic Planning, Content Strategy, Marketing Strategy, Digital Marketing, Software, Brand Development, Web Analytics, Mobile Devices, Market Planning, Trade Shows, Email Marketing, Account Management, New Business Development
Education
Towson University
BA
Stuttgart American High School (Germany)
Campbell Ewald October 2012 - June 2015
InterContinental Hotels Group (IHG) April 2011 - October 2011
Markor, Inc. November 2008 - April 2011
ReFlow June 2006 - November 2008
Charles Schwab 2005 - 2006
Verizon, Visa, TIme Warner, Bailey Banks & Biddle and Synergy Software 2001 - 2005
American Century Investments 1996 - 2001
Skills
Integrated Marketing, Direct Marketing, Strategy, Marketing Communications, Cross-functional Team..., SaaS, Advertising, Marketing, B2B, Management, Leadership, Multi-channel Marketing, Entrepreneurship, Product Development, Strategic Planning, Content Strategy, Marketing Strategy, Digital Marketing, Software, Brand Development, Web Analytics, Mobile Devices, Market Planning, Trade Shows, Email Marketing, Account Management, New Business Development
Education
Towson University
BA
Stuttgart American High School (Germany)
Adam Mikulis's Charles Schwab Experience September 2015 - Present
Job Active Trader Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - August 2015
United States Air Force January 2014 - September 2014
United States Air Force January 2013 - September 2014
United States Air Force May 2010 - September 2014
Apollo Images April 2012 - June 2014
United States Air Force March 2013 - December 2013
US Air Force Academy June 2006 - May 2010
Skills
Investments, Equity Trading, Options Strategies, Personal Finance, Brokerage, Leadership, Military Experience, Top Secret, Project Management, Photography, Air Force, Military, DoD, Security Clearance, Computer Security, National Security, Information Assurance, Military Operations, Army, Photoshop, Survival Training, Training, Radio Communication, Land Navigation, Close Air Support, Orienteering
Education
United States Air Force Academy 2006 — 2010
Bachelor’s Degree, Business Administration and Management, Engineering Core
River Hill High School 2002 — 2006
Charles Schwab September 2015 - Present
Charles Schwab October 2014 - August 2015
United States Air Force January 2014 - September 2014
United States Air Force January 2013 - September 2014
United States Air Force May 2010 - September 2014
Apollo Images April 2012 - June 2014
United States Air Force March 2013 - December 2013
US Air Force Academy June 2006 - May 2010
Skills
Investments, Equity Trading, Options Strategies, Personal Finance, Brokerage, Leadership, Military Experience, Top Secret, Project Management, Photography, Air Force, Military, DoD, Security Clearance, Computer Security, National Security, Information Assurance, Military Operations, Army, Photoshop, Survival Training, Training, Radio Communication, Land Navigation, Close Air Support, Orienteering
Education
United States Air Force Academy 2006 — 2010
Bachelor’s Degree, Business Administration and Management, Engineering Core
River Hill High School 2002 — 2006
Leslie Mullins's Charles Schwab Experience January 2008 - April 2010
Job Enterprise National Sales Director
Industry Computer Software
Experience
Virgin Pulse March 2013 - Present
Enforcer eCoaching 2012 - 2013
ADP October 2011 - November 2012
Leslie Mullins Consulting April 2010 - November 2012
American Marketing Associaton - Cleveland Chapter 2012 - 2012
Charles Schwab January 2008 - April 2010
Skills
Human Capital Management, Marketing Communications, Direct Sales, New Business Development, Content Development, Personnel Management, Consultative Sales..., Sales Presentations, Project Management, Strategic Communications, Coaching, Marketing, Program Management, Team Building, Leadership, Customer Retention, Account Management, Start-ups, Strategy, Management, Strategic Planning, Entrepreneurship, Process Improvement, Sales, Business Development, Marketing Management, Salesforce.com, Employee Benefits, Sales Process, Employee Wellness..., Employee Wellness, Corporate Communications, Cold Calling, Strategic Partnerships, Healthcare, CRM, Selling, Time Management, Lead Generation, Networking, Enterprise Software
Education
Tiffin University
Bachelors, Communications
Virgin Pulse March 2013 - Present
Enforcer eCoaching 2012 - 2013
ADP October 2011 - November 2012
Leslie Mullins Consulting April 2010 - November 2012
American Marketing Associaton - Cleveland Chapter 2012 - 2012
Charles Schwab January 2008 - April 2010
Skills
Human Capital Management, Marketing Communications, Direct Sales, New Business Development, Content Development, Personnel Management, Consultative Sales..., Sales Presentations, Project Management, Strategic Communications, Coaching, Marketing, Program Management, Team Building, Leadership, Customer Retention, Account Management, Start-ups, Strategy, Management, Strategic Planning, Entrepreneurship, Process Improvement, Sales, Business Development, Marketing Management, Salesforce.com, Employee Benefits, Sales Process, Employee Wellness..., Employee Wellness, Corporate Communications, Cold Calling, Strategic Partnerships, Healthcare, CRM, Selling, Time Management, Lead Generation, Networking, Enterprise Software
Education
Tiffin University
Bachelors, Communications
Karina Melancon Karina Melancon's Charles Schwab Experience January 2014 - May 2014
Job Senior Business Analyst
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
Universal Land Construction Company May 2014 - March 2015
Charles Schwab January 2014 - May 2014
Charles Schwab August 2011 - January 2014
Charles Schwab 2010 - August 2011
Accenture Technology Solutions 2009 - 2010
Charles Schwab November 2007 - July 2009
SRP May 2007 - November 2007
American Reliable Insurance Co November 2006 - May 2007
American Re Insurance May 1998 - June 2006
Skills
SDLC, Requirements Gathering, Business Process, Business Analysis, Business Requirements, Requirements Analysis, Testing, Software Documentation, Integration, Visio, Waterfall, Systems Analysis, Quality Assurance, PMP, SharePoint, Scrum, CRM, Management, Agile Methodologies
Education
Universidad Católica Andrés Bello 1996 — 2002
Bachelor, Civil Engineer
AIG Advisor Group April 2015 - Present
Universal Land Construction Company May 2014 - March 2015
Charles Schwab January 2014 - May 2014
Charles Schwab August 2011 - January 2014
Charles Schwab 2010 - August 2011
Accenture Technology Solutions 2009 - 2010
Charles Schwab November 2007 - July 2009
SRP May 2007 - November 2007
American Reliable Insurance Co November 2006 - May 2007
American Re Insurance May 1998 - June 2006
Skills
SDLC, Requirements Gathering, Business Process, Business Analysis, Business Requirements, Requirements Analysis, Testing, Software Documentation, Integration, Visio, Waterfall, Systems Analysis, Quality Assurance, PMP, SharePoint, Scrum, CRM, Management, Agile Methodologies
Education
Universidad Católica Andrés Bello 1996 — 2002
Bachelor, Civil Engineer
Laura Ander Laura Ander's Charles Schwab Experience August 2014 - February 2015
Job High Net Worth Representative at Fidelity Investments
Industry International Trade and Development
Experience
Fidelity Investments March 2015 - Present
Charles Schwab August 2014 - February 2015
Xerox June 2014 - August 2014
Kohl's Department Stores April 2011 - December 2013
University of Colorado at Colorado Springs August 2010 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Business Writing, Cash Register, Foreign Languages, Time Management, Retail, Critical Thinking, Marketing, Data Entry, Teamwork, Facebook, Social Networking, Research, Leadership, Social Media
Education
Lewis Palmer High School
University of Colorado at Colorado Springs 2010 — 2013
Bachelor's, International Business (B.S.), GPA 3.85, Summa Cum Laude Honors
Universität Duisburg-Essen, Standort Duisburg 2013 — 2013
Business/Managerial Economics
Fidelity Investments March 2015 - Present
Charles Schwab August 2014 - February 2015
Xerox June 2014 - August 2014
Kohl's Department Stores April 2011 - December 2013
University of Colorado at Colorado Springs August 2010 - December 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Business Writing, Cash Register, Foreign Languages, Time Management, Retail, Critical Thinking, Marketing, Data Entry, Teamwork, Facebook, Social Networking, Research, Leadership, Social Media
Education
Lewis Palmer High School
University of Colorado at Colorado Springs 2010 — 2013
Bachelor's, International Business (B.S.), GPA 3.85, Summa Cum Laude Honors
Universität Duisburg-Essen, Standort Duisburg 2013 — 2013
Business/Managerial Economics
Joseph Plaus Joseph Plaus's Charles Schwab Experience August 2014 - Present
Job Software Applications Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2014 - Present
Union College January 2013 - June 2014
Vistaprint June 2013 - September 2013
Skills
Java, Python, Microsoft Office, Photoshop, SQL, LaTeX, Weka, HTML, C#, MIPS, Unity3D, Blender, Natural Language..., Visual Studio, JIRA, Subversion, Git, Application Lifecycle...
Education
Union College 2010 — 2014
Computer Science; Spanish Minor, Senior
Colorado Academy 2006 — 2010
High School Diploma
Colegio Trilce 2004 — 2004
Spanish Language and Literature
Charles Schwab August 2014 - Present
Union College January 2013 - June 2014
Vistaprint June 2013 - September 2013
Skills
Java, Python, Microsoft Office, Photoshop, SQL, LaTeX, Weka, HTML, C#, MIPS, Unity3D, Blender, Natural Language..., Visual Studio, JIRA, Subversion, Git, Application Lifecycle...
Education
Union College 2010 — 2014
Computer Science; Spanish Minor, Senior
Colorado Academy 2006 — 2010
High School Diploma
Colegio Trilce 2004 — 2004
Spanish Language and Literature
Yonatan Lerner Yonatan Lerner's Charles Schwab Experience March 2007 - April 2011
Job Independent Consultant (Operations, Analytics, and Customer Success)
Industry Internet
Experience
Independent Consultant - Operations, Analytics, and Customer Success October 2013 - Present
Kontagent February 2012 - October 2013
Kontagent April 2011 - February 2012
Charles Schwab March 2007 - April 2011
Charles Schwab September 2004 - March 2007
Charles Schwab May 2002 - September 2004
Cambridge Technology Partners October 2000 - November 2001
Cambridge Technology Partners December 1999 - October 2000
Cambridge Technology Partners May 1999 - December 1999
Skills
Business Intelligence, Integration, CRM, Analytics, Account Management, Databases, Consulting, Analysis, SQL, Data Analysis, SaaS, Product Management, Data Warehousing, Agile Project Management, Financial Analysis, Project Management, Customer Success, Mobile Applications, Mobile Games, Mobile Advertising, Leadership, Strategic Partnerships, Strategy Execution, Process Improvement, Management, Marketing, Teradata, Hadoop, Hive, Python, JavaScript, .NET, C++, HTML, Data Mining, Start-ups, Entrepreneurship, Healthcare Analytics
Education
Tufts University 1994 — 1998
BS
University of Sussex 1997 — 1997
Computer Engineer
Brentwood 1988 — 1994
Independent Consultant - Operations, Analytics, and Customer Success October 2013 - Present
Kontagent February 2012 - October 2013
Kontagent April 2011 - February 2012
Charles Schwab March 2007 - April 2011
Charles Schwab September 2004 - March 2007
Charles Schwab May 2002 - September 2004
Cambridge Technology Partners October 2000 - November 2001
Cambridge Technology Partners December 1999 - October 2000
Cambridge Technology Partners May 1999 - December 1999
Skills
Business Intelligence, Integration, CRM, Analytics, Account Management, Databases, Consulting, Analysis, SQL, Data Analysis, SaaS, Product Management, Data Warehousing, Agile Project Management, Financial Analysis, Project Management, Customer Success, Mobile Applications, Mobile Games, Mobile Advertising, Leadership, Strategic Partnerships, Strategy Execution, Process Improvement, Management, Marketing, Teradata, Hadoop, Hive, Python, JavaScript, .NET, C++, HTML, Data Mining, Start-ups, Entrepreneurship, Healthcare Analytics
Education
Tufts University 1994 — 1998
BS
University of Sussex 1997 — 1997
Computer Engineer
Brentwood 1988 — 1994
Valerie Perry Valerie Perry's Charles Schwab Experience 1990 - 1999
Job Product Manager at The Golden 1 Credit Union
Industry Marketing and Advertising
Experience
Golden 1 Credit Union May 2011 - Present
Home Plate Personal Chef Service January 2008 - Present
Wells Fargo Bank March 2011 - May 2011
Nfinit Solutions, Inc. July 2009 - February 2011
Placer Sierra Bank 1999 - 2007
Charles Schwab 1990 - 1999
Education
University of San Francisco 1994 — 1996
MA, Asian Studies
Tufts University 1982 — 1986
BA, International Relations
Golden 1 Credit Union May 2011 - Present
Home Plate Personal Chef Service January 2008 - Present
Wells Fargo Bank March 2011 - May 2011
Nfinit Solutions, Inc. July 2009 - February 2011
Placer Sierra Bank 1999 - 2007
Charles Schwab 1990 - 1999
Education
University of San Francisco 1994 — 1996
MA, Asian Studies
Tufts University 1982 — 1986
BA, International Relations
James Heaphy, PMP James Heaphy, PMP's Charles Schwab Experience January 2003 - November 2005
Job IT Project Manager, NCATS, NIH, Digital Infuzion
Industry Information Technology and Services
Experience
Digital Infuzion July 2013 - Present
Paragon Technology Group September 2009 - July 2013
Fannie Mae November 2005 - July 2009
Charles Schwab January 2003 - November 2005
Charles Schwab September 1999 - December 2002
Skills
Business Analysis, Business Process..., SDLC, Requirements Analysis, Project Management, PMP, IT Strategy, Quality Assurance, Visio, Analysis, Business Process, SQL, MS Project, Software Development, Program Management, Project Planning, PMO, IT Management, Software Documentation, Process Improvement, Management Consulting, Vendor Management, Enterprise Architecture, Software Project..., Clinical Trial Analysis, Project Portfolio..., Management, SharePoint, Testing, Integration, Business Intelligence, Leadership, Agile Project Management, Requirements Gathering, Systems Analysis, Governance, Agile Methodologies, Information Technology
Education
University College Cork
BA, Economics
University of California, Berkeley
Management Information Systems
Digital Infuzion July 2013 - Present
Paragon Technology Group September 2009 - July 2013
Fannie Mae November 2005 - July 2009
Charles Schwab January 2003 - November 2005
Charles Schwab September 1999 - December 2002
Skills
Business Analysis, Business Process..., SDLC, Requirements Analysis, Project Management, PMP, IT Strategy, Quality Assurance, Visio, Analysis, Business Process, SQL, MS Project, Software Development, Program Management, Project Planning, PMO, IT Management, Software Documentation, Process Improvement, Management Consulting, Vendor Management, Enterprise Architecture, Software Project..., Clinical Trial Analysis, Project Portfolio..., Management, SharePoint, Testing, Integration, Business Intelligence, Leadership, Agile Project Management, Requirements Gathering, Systems Analysis, Governance, Agile Methodologies, Information Technology
Education
University College Cork
BA, Economics
University of California, Berkeley
Management Information Systems
Benoit Leroux Benoit Leroux's Charles Schwab Experience April 2000 - August 2002
Job Senior Consultant chez Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Ben et Fils Net, Inc November 2002 - Present
Morgan Stanley Wealth Management October 2013 - June 2014
Ericsson July 2012 - March 2013
Ville de Montréal, Service des Immeubles August 2005 - June 2006
Neurochem January 2003 - June 2006
Charles Schwab April 2000 - August 2002
Sonnet Financial January 1999 - November 1999
Skills
Java, MySQL, Software Project..., Team Leadership, XML, Oracle, Organization &..., JavaScript, DB2, PL/SQL, JDBC, JNI, CSS, Linux, Unix, Struts, Eclipse, IntelliJ IDEA, SaaS, Web Applications, Weblogic, WebSphere Application..., JBuilder, Tomcat, Object Oriented Perl, J2EE Application..., Web Services, CVS, Netscape Enterprise..., Sybase, IIS, ASP, SOAP, Database Administration, Data Modeling, Apache, Httpd, Turbo Pascal, Fortran, Visual Basic
Education
1989 — 1995
Bacc Génie, génie des matériaux
Gegep du Vieux-Montréal 1987 — 1989
diplôme d'étude collégiales, Sciences pures
École National du Cirque de Paris 1976 — 1978
Fil de fer, Prestidigitation, Jonglerie, acrobatie
Cegep Lionel Groulx 1973 — 1975
Théâtre interprétation
Ben et Fils Net, Inc November 2002 - Present
Morgan Stanley Wealth Management October 2013 - June 2014
Ericsson July 2012 - March 2013
Ville de Montréal, Service des Immeubles August 2005 - June 2006
Neurochem January 2003 - June 2006
Charles Schwab April 2000 - August 2002
Sonnet Financial January 1999 - November 1999
Skills
Java, MySQL, Software Project..., Team Leadership, XML, Oracle, Organization &..., JavaScript, DB2, PL/SQL, JDBC, JNI, CSS, Linux, Unix, Struts, Eclipse, IntelliJ IDEA, SaaS, Web Applications, Weblogic, WebSphere Application..., JBuilder, Tomcat, Object Oriented Perl, J2EE Application..., Web Services, CVS, Netscape Enterprise..., Sybase, IIS, ASP, SOAP, Database Administration, Data Modeling, Apache, Httpd, Turbo Pascal, Fortran, Visual Basic
Education
1989 — 1995
Bacc Génie, génie des matériaux
Gegep du Vieux-Montréal 1987 — 1989
diplôme d'étude collégiales, Sciences pures
École National du Cirque de Paris 1976 — 1978
Fil de fer, Prestidigitation, Jonglerie, acrobatie
Cegep Lionel Groulx 1973 — 1975
Théâtre interprétation
Larry Burback Larry Burback's Charles Schwab Experience March 2000 - December 2001
Job Vendor Product Support Analyst
Industry Staffing and Recruiting
Experience
Insight Global April 2006 - Present
Charles Schwab March 2000 - December 2001
Skills
Vendor, JCL, z/OS, DB2, Testing, Omegamon, CICS, MVS, IBM Utilities, TSO, Performance Tuning
Education
University of Houston 1969 — 1970
none, Computer Science
Trinity University 1962 — 1967
BA, Biology
Insight Global April 2006 - Present
Charles Schwab March 2000 - December 2001
Skills
Vendor, JCL, z/OS, DB2, Testing, Omegamon, CICS, MVS, IBM Utilities, TSO, Performance Tuning
Education
University of Houston 1969 — 1970
none, Computer Science
Trinity University 1962 — 1967
BA, Biology
Jessica Grossman Jessica Grossman's Charles Schwab Experience June 2000 - December 2002
Job Experienced real estate development professional.
Industry Real Estate
Experience
Tim Lewis Communities November 2011 - Present
The Cambay Group, Inc. - River Islands at Lathrop June 2010 - July 2011
State of California Administrative Office of the Courts July 2008 - June 2010
Jessica Grossman June 2007 - June 2008
Toll Brothers June 2004 - May 2007
Sideman & Bancroft LLP January 2003 - July 2003
Charles Schwab June 2000 - December 2002
Robbins Palmer & Allen LLP June 1999 - June 2000
Beckley Singleton, Chtd./Bernhard & Leslie May 1995 - March 1999
Rodney, Bordenave, Boykin, Bennette & Boyle July 1994 - May 1995
Education
Tulane University Law School 1989 — 1992
Washington University in St. Louis 1985 — 1989
B.A., Political Science, French
Tim Lewis Communities November 2011 - Present
The Cambay Group, Inc. - River Islands at Lathrop June 2010 - July 2011
State of California Administrative Office of the Courts July 2008 - June 2010
Jessica Grossman June 2007 - June 2008
Toll Brothers June 2004 - May 2007
Sideman & Bancroft LLP January 2003 - July 2003
Charles Schwab June 2000 - December 2002
Robbins Palmer & Allen LLP June 1999 - June 2000
Beckley Singleton, Chtd./Bernhard & Leslie May 1995 - March 1999
Rodney, Bordenave, Boykin, Bennette & Boyle July 1994 - May 1995
Education
Tulane University Law School 1989 — 1992
Washington University in St. Louis 1985 — 1989
B.A., Political Science, French
Matt Franck's Charles Schwab Experience February 1998 - February 2001
Job Financial Team Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Fidelity Investments September 2008 - Present
E*TRADE Financial February 2001 - June 2008
Charles Schwab February 1998 - February 2001
Charles Schwab December 1992 - February 1998
Skills
Financial Services, Sales Management, Training, Public Speaking, Wealth Management, Coaching, Vendor Management, Salesforce.com, Investments, Mutual Funds, Strategy, Leadership, Management, CRM, Team Leadership, Selling, Sales
Education
University of Nebraska-Lincoln 1991 — 1992
Bachelor of Arts, Economics, minor in Mathematics
United States Air Force Academy 1988 — 1991
Operations Research
Dan (Danut) Prisacaru Dan (Danut) Prisacaru's Charles Schwab Experience June 2002 - May 2012
Job Integration / Solution Architect / Engineer V / Sr. Principal
Industry Hospital & Health Care
Experience
The Advisory Board Company December 2013 - Present
Seven Hills Women's Health May 2012 - Present
My Own Imaginary World May 1967 - Present
The Advisory Board Company May 2012 - December 2013
CyberTrader/Charles Schwab June 2002 - May 2012
Charles Schwab June 2002 - May 2012
CyberTrader June 2002 - May 2012
MoneyStar / Cofiniti May 2000 - February 2002
Cofiniti 2000 - 2002
Cofiniti / Moneystar 2000 - 2002
Skills
Software Architecture, Solution Architecture, SOA, .NET, C#, Design Patterns, Web Services, Software Design, Software Engineering, Application Architecture, Software Development, XML, Scrum, SQL, Visual Studio, Web Applications, Database Design, Enterprise Architecture, Microsoft SQL Server, ASP.NET MVC, REST, Architecture, Databases, Object Oriented Design, TFS, Test Driven Development, C++, WCF, Distributed Systems, Technical Leadership, ASP.NET, ADO.NET, Architectures, SDLC, Unit Testing, Agile Project Management, Software Architectural..., IIS, Software Documentation, OOP, OOAD, MFC, UML
Education
Universitatea Tehnică „Gh. Asachi” din Iași 1986 — 1991
Bachelor, CS
Liceul "George Bacovia" Bacau 1981 — 1985
The Advisory Board Company December 2013 - Present
Seven Hills Women's Health May 2012 - Present
My Own Imaginary World May 1967 - Present
The Advisory Board Company May 2012 - December 2013
CyberTrader/Charles Schwab June 2002 - May 2012
Charles Schwab June 2002 - May 2012
CyberTrader June 2002 - May 2012
MoneyStar / Cofiniti May 2000 - February 2002
Cofiniti 2000 - 2002
Cofiniti / Moneystar 2000 - 2002
Skills
Software Architecture, Solution Architecture, SOA, .NET, C#, Design Patterns, Web Services, Software Design, Software Engineering, Application Architecture, Software Development, XML, Scrum, SQL, Visual Studio, Web Applications, Database Design, Enterprise Architecture, Microsoft SQL Server, ASP.NET MVC, REST, Architecture, Databases, Object Oriented Design, TFS, Test Driven Development, C++, WCF, Distributed Systems, Technical Leadership, ASP.NET, ADO.NET, Architectures, SDLC, Unit Testing, Agile Project Management, Software Architectural..., IIS, Software Documentation, OOP, OOAD, MFC, UML
Education
Universitatea Tehnică „Gh. Asachi” din Iași 1986 — 1991
Bachelor, CS
Liceul "George Bacovia" Bacau 1981 — 1985
Qian Eric Wang, PE, MS's Charles Schwab Experience May 1999 - September 1999
Job Senior Civil/Structural Engineer at FLUOR
Industry Oil & Energy
Experience
FLUOR June 2013 - Present
JACOBS January 2013 - June 2013
BECHTEL December 2010 - January 2013
Commercial Metals Company April 2002 - May 2011
DoubleClick - A Google Company May 2000 - April 2002
Kaiser Permanente September 1999 - February 2000
Charles Schwab May 1999 - September 1999
Hong Kong Polytechnic University May 1996 - October 1997
Skills
STAAD, RISA, Concrete, AutoCAD, Seismic Design, Finite Element Analysis, RISA Tower, Steel Design, Revit, BIM
Education
University of California, Berkeley 1998 — 2000
M.S., Civil Engineering
Tongji University 1986 — 1994
B.S. and M.S., Structural Engineering
FLUOR June 2013 - Present
JACOBS January 2013 - June 2013
BECHTEL December 2010 - January 2013
Commercial Metals Company April 2002 - May 2011
DoubleClick - A Google Company May 2000 - April 2002
Kaiser Permanente September 1999 - February 2000
Charles Schwab May 1999 - September 1999
Hong Kong Polytechnic University May 1996 - October 1997
Skills
STAAD, RISA, Concrete, AutoCAD, Seismic Design, Finite Element Analysis, RISA Tower, Steel Design, Revit, BIM
Education
University of California, Berkeley 1998 — 2000
M.S., Civil Engineering
Tongji University 1986 — 1994
B.S. and M.S., Structural Engineering
Dimitri Ponomareff's Charles Schwab Experience March 2013 - January 2014
Job Agile Coach & President at Torak / AgileTestingFramework.com
Industry Information Technology and Services
Experience
Torak Inc. & AgileTestingFramework.com January 2008 - Present
Best Western International June 2015 - Present
American Express August 2012 - Present
Concord Servicing Corporation June 2014 - May 2015
SkyTouch Technology August 2013 - December 2014
CSAA Insurance Group November 2013 - August 2014
Charles Schwab March 2013 - January 2014
LifeLock July 2013 - December 2013
Phoenix Children's Hospital April 2013 - September 2013
Mayo Clinic March 2013 - September 2013
Skills
Scrum, Kanban, XP, SDLC, Agile Testing, Certified Project..., Agile Methodologies, Project Management, Test Driven Development, Workshop Facilitation, Application Lifecycle..., Team Leadership, SOA, Program Management, E-commerce, Project Portfolio..., Training, PMP, Leadership, Agile Project Management, CRM, PMO, Cross-functional Team..., Project Planning, Coaching, Software Development, Web Development, Stakeholder Management, Strategy, Enterprise Software, Software Project..., Continuous Integration, Entrepreneurship, Software Quality..., Release Management, Business Process, Business Intelligence, IT Strategy, Data Warehousing, Business Analysis, Vendor Management, Public Speaking, TFS, Market Analysis
Education
Université du Québec à Montréal 1991 — 1995
Bachelor, Management Information Systems (BBA-MIS)
College Marie de France 1989 — 1991
Economics and Social Science, Economics
Torak Inc. & AgileTestingFramework.com January 2008 - Present
Best Western International June 2015 - Present
American Express August 2012 - Present
Concord Servicing Corporation June 2014 - May 2015
SkyTouch Technology August 2013 - December 2014
CSAA Insurance Group November 2013 - August 2014
Charles Schwab March 2013 - January 2014
LifeLock July 2013 - December 2013
Phoenix Children's Hospital April 2013 - September 2013
Mayo Clinic March 2013 - September 2013
Skills
Scrum, Kanban, XP, SDLC, Agile Testing, Certified Project..., Agile Methodologies, Project Management, Test Driven Development, Workshop Facilitation, Application Lifecycle..., Team Leadership, SOA, Program Management, E-commerce, Project Portfolio..., Training, PMP, Leadership, Agile Project Management, CRM, PMO, Cross-functional Team..., Project Planning, Coaching, Software Development, Web Development, Stakeholder Management, Strategy, Enterprise Software, Software Project..., Continuous Integration, Entrepreneurship, Software Quality..., Release Management, Business Process, Business Intelligence, IT Strategy, Data Warehousing, Business Analysis, Vendor Management, Public Speaking, TFS, Market Analysis
Education
Université du Québec à Montréal 1991 — 1995
Bachelor, Management Information Systems (BBA-MIS)
College Marie de France 1989 — 1991
Economics and Social Science, Economics
Anne-Marie Twomey Anne-Marie Twomey's Charles Schwab Experience 1999 - 2009
Job Sr. Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
San Francisco Start up April 2014 - November 2014
Wells Fargo July 2012 - July 2013
BlackRock March 2011 - April 2012
BlackRock (formally Barclays Global Investors) October 2009 - March 2010
Astia April 2009 - October 2009
Charles Schwab 1999 - 2009
Skills
Strategy, Product Development, Equities, Program Management, SDLC, Portfolio Management, Product Marketing, Alternative Investments, Management, Fixed Income, Quality Assurance, Project Management, Investments, Start-ups, Product Management, Mutual Funds, Contract Negotiation, Series 7, Project Planning, Asset Management, Securities, Asset Allocation, Strategic Planning, Financial Services, ETFs, Analysis, Series 63, Risk Management, Trading Systems, Vendor Management, Relationship Management, Financial Markets, Emerging Markets, Options, Mergers & Acquisitions, Venture Capital, Analytics, FINRA, Series 24, Capital Markets, Requirements Gathering, Leadership, Change Management, Financial Modeling, Wealth Management, Competitive Analysis, Business Analysis, Banking
Education
Trinity College, Dublin
B.B.S, International Business and Finance
University of California, Berkeley
High-Tech Product Management and Product Marketing
Wells Fargo November 2014 - Present
San Francisco Start up April 2014 - November 2014
Wells Fargo July 2012 - July 2013
BlackRock March 2011 - April 2012
BlackRock (formally Barclays Global Investors) October 2009 - March 2010
Astia April 2009 - October 2009
Charles Schwab 1999 - 2009
Skills
Strategy, Product Development, Equities, Program Management, SDLC, Portfolio Management, Product Marketing, Alternative Investments, Management, Fixed Income, Quality Assurance, Project Management, Investments, Start-ups, Product Management, Mutual Funds, Contract Negotiation, Series 7, Project Planning, Asset Management, Securities, Asset Allocation, Strategic Planning, Financial Services, ETFs, Analysis, Series 63, Risk Management, Trading Systems, Vendor Management, Relationship Management, Financial Markets, Emerging Markets, Options, Mergers & Acquisitions, Venture Capital, Analytics, FINRA, Series 24, Capital Markets, Requirements Gathering, Leadership, Change Management, Financial Modeling, Wealth Management, Competitive Analysis, Business Analysis, Banking
Education
Trinity College, Dublin
B.B.S, International Business and Finance
University of California, Berkeley
High-Tech Product Management and Product Marketing
James Brumley James Brumley's Charles Schwab Experience October 1999 - February 2002
Job Veteran Financial Journalism Professional
Industry Financial Services
Experience
Self/Freelance Writer (Financial Markets.Investments) July 2002 - Present
Charles Schwab October 1999 - February 2002
Education
Transylvania University 1990 — 1994
Self/Freelance Writer (Financial Markets.Investments) July 2002 - Present
Charles Schwab October 1999 - February 2002
Education
Transylvania University 1990 — 1994
Eric Hawksley Eric Hawksley's Charles Schwab Experience March 1995 - October 2005
Job Senior renewals Specialist at Riverbed Technology
Industry Computer Networking
Experience
Riverbed Technology November 2005 - Present
Charles Schwab March 1995 - October 2005
Skills
Oracle Applications, Microsoft Excel, Series 7, Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Internet Explorer, Professional Services, Solution Selling, Storage, Channel Partners, Direct Sales, Sales Process, Data Center, Managed Services, Business Alliances, Account Management, Sales Enablement
Education
University at Albany, SUNY
Riverbed Technology November 2005 - Present
Charles Schwab March 1995 - October 2005
Skills
Oracle Applications, Microsoft Excel, Series 7, Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Internet Explorer, Professional Services, Solution Selling, Storage, Channel Partners, Direct Sales, Sales Process, Data Center, Managed Services, Business Alliances, Account Management, Sales Enablement
Education
University at Albany, SUNY
Jeffrey Stolz Jeffrey Stolz's Charles Schwab Experience September 1996 - Present
Job Manager Sr. Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1996 - Present
Heald College January 1995 - June 1996
Skills
E-Learning, Intranet, Operations Management, Procedure Design, Employee Training, Job Aids, Adobe Fireworks, Microsoft office 2010, Adobe Creative Suite, Instructional Design, Technical Training, Web Development, Adobe Captivate 8, Project Management, Business Analysis, Microsoft Office, Process Improvement, Risk Management
Education
UC Irvine, Extension 2013 — 2015
Instructional Design Certification
Charles Schwab September 1996 - Present
Heald College January 1995 - June 1996
Skills
E-Learning, Intranet, Operations Management, Procedure Design, Employee Training, Job Aids, Adobe Fireworks, Microsoft office 2010, Adobe Creative Suite, Instructional Design, Technical Training, Web Development, Adobe Captivate 8, Project Management, Business Analysis, Microsoft Office, Process Improvement, Risk Management
Education
UC Irvine, Extension 2013 — 2015
Instructional Design Certification
Clare White, CMT's Charles Schwab Experience 2000 - 2002
Job Quantitative & Qualitative Analysis | Business Strategy
Industry Financial Services
Experience
InVelocity, LLC. 2003 - Present
Schwab Capital Markets 2002 - 2003
Charles Schwab 2000 - 2002
DE Management Inc 1994 - 1999
Northeastern Analytical Corporation 1989 - 1994
Kaselaan & D'Angelo 1988 - 1989
KEMRON Environmental Services 1987 - 1988
Education
State University of New York at Buffalo 1983 — 1986
BA, Mathematics
InVelocity, LLC. 2003 - Present
Schwab Capital Markets 2002 - 2003
Charles Schwab 2000 - 2002
DE Management Inc 1994 - 1999
Northeastern Analytical Corporation 1989 - 1994
Kaselaan & D'Angelo 1988 - 1989
KEMRON Environmental Services 1987 - 1988
Education
State University of New York at Buffalo 1983 — 1986
BA, Mathematics
Jeremy Lehrer, CFA, CPWA, CAIA's Charles Schwab Experience May 2008 - June 2009
Job Vice President, Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia July 2009 - Present
Charles Schwab May 2008 - June 2009
Charles Schwab, & Co. November 2005 - May 2008
Charles Schwab July 2002 - November 2005
AdvisorTech July 1999 - April 2002
Nicholas Applegate 1998 - 1999
IBJ 1997 - 1998
Skills
Public Speaking, Mutual Funds, Asset Allocation, Investments, New Business Development, Investment Strategies, Japanese, Wine, Alternative Investments, Selling, Series 65, Asset Management, Portfolio Management, Emerging Markets, Sales
Education
UC San Diego School of Global Policy and Strategy (GPS) 1995 — 1999
MPIA
University of North Carolina at Chapel Hill 1990 — 1994
BA
Thomas Jefferson High School 1986 — 1990
High School
Matthews Asia July 2009 - Present
Charles Schwab May 2008 - June 2009
Charles Schwab, & Co. November 2005 - May 2008
Charles Schwab July 2002 - November 2005
AdvisorTech July 1999 - April 2002
Nicholas Applegate 1998 - 1999
IBJ 1997 - 1998
Skills
Public Speaking, Mutual Funds, Asset Allocation, Investments, New Business Development, Investment Strategies, Japanese, Wine, Alternative Investments, Selling, Series 65, Asset Management, Portfolio Management, Emerging Markets, Sales
Education
UC San Diego School of Global Policy and Strategy (GPS) 1995 — 1999
MPIA
University of North Carolina at Chapel Hill 1990 — 1994
BA
Thomas Jefferson High School 1986 — 1990
High School
Paul Callanan's Charles Schwab Experience February 2002 - October 2002
Job Vice President, Software Development Manager at PIMCO
Industry Information Technology and Services
Experience
PIMCO September 2012 - Present
FinSys Consulting LLC 2010 - December 2012
Ares Management February 2010 - July 2011
Western Asset Management July 2004 - May 2009
Charles Schwab February 2002 - October 2002
Longview International LVI September 2000 - February 2002
Cambridge Technology Partners CTP August 1995 - August 2000
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Software Development, Sybase, Trading Systems, IT Management, Oracle, UML, Portfolio Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Business Administration
Trinity College Dublin 1991 — 1995
B.A. (Mod), Computer Science
PIMCO September 2012 - Present
FinSys Consulting LLC 2010 - December 2012
Ares Management February 2010 - July 2011
Western Asset Management July 2004 - May 2009
Charles Schwab February 2002 - October 2002
Longview International LVI September 2000 - February 2002
Cambridge Technology Partners CTP August 1995 - August 2000
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Software Development, Sybase, Trading Systems, IT Management, Oracle, UML, Portfolio Management
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Business Administration
Trinity College Dublin 1991 — 1995
B.A. (Mod), Computer Science
Anthony Wood's Charles Schwab Experience March 2000 - November 2004
Job
Industry Accounting
Experience
Tulane University September 2011 - Present
TXU Energy May 2007 - September 2011
Capital One Southcoast May 2006 - May 2007
Charles Schwab March 2000 - November 2004
PaineWebber 1999 - 2000
Skills
Financial Modeling, ITIL, Revenue Forecasting, SAP, Forecasting, SAP R/3, Executive Management, Financial Analysis, Strategic Planning, Process Improvement, Excel, Budgeting, Accounting, Planning, Financial Reporting, Microsoft Office, Word, MS Project, Access, PowerPoint, Valuation, Portfolio Management, Corporate Finance, Business Analysis, ERP, Analysis, Problem Solving, Financial Management, Business Strategy, Bloomberg, Investments, Microsoft Excel, Project Planning, CRM, Business Process..., Data Migration, Business Process, Management, Integration, Equity Research, Business Intelligence, Equity Valuation, Strategic Financial..., Investment Banking, Risk Management, Financial Accounting, Equities, Data Analysis, Due Diligence, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
University of Georgia - Terry College of Business 1994 — 1997
BBA
Tulane University September 2011 - Present
TXU Energy May 2007 - September 2011
Capital One Southcoast May 2006 - May 2007
Charles Schwab March 2000 - November 2004
PaineWebber 1999 - 2000
Skills
Financial Modeling, ITIL, Revenue Forecasting, SAP, Forecasting, SAP R/3, Executive Management, Financial Analysis, Strategic Planning, Process Improvement, Excel, Budgeting, Accounting, Planning, Financial Reporting, Microsoft Office, Word, MS Project, Access, PowerPoint, Valuation, Portfolio Management, Corporate Finance, Business Analysis, ERP, Analysis, Problem Solving, Financial Management, Business Strategy, Bloomberg, Investments, Microsoft Excel, Project Planning, CRM, Business Process..., Data Migration, Business Process, Management, Integration, Equity Research, Business Intelligence, Equity Valuation, Strategic Financial..., Investment Banking, Risk Management, Financial Accounting, Equities, Data Analysis, Due Diligence, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA
University of Georgia - Terry College of Business 1994 — 1997
BBA
Heather Lewis Sebring's Charles Schwab Experience 2003 - 2009
Job Chief Marketing Officer
Industry Management Consulting
Experience
Brand Matter, Inc. January 2015 - Present
Waterkeeper Alliance 2008 - 2013
Charles Schwab 2003 - 2009
Gap Inc. 2000 - 2002
Gap Inc. 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Leadership, Content Development, Content Marketing, Digital Marketing, Writing, Editorial Direction, Editing, Marketing, Product Marketing, Internal Communications, Brand Management, Customer Service, Email Marketing, Training, Strategy, Direct Marketing, Management, Budgets, Team Building
Education
Tulane University 1988 — 1992
Bachelor of Science (B.S.)
J.P. Morgan Analyst Training Program 1994 — 1996
Gap, Inc. Retail Management Training Program 1996 — 1997
Brand Matter, Inc. January 2015 - Present
Waterkeeper Alliance 2008 - 2013
Charles Schwab 2003 - 2009
Gap Inc. 2000 - 2002
Gap Inc. 1996 - 2000
J.P. Morgan Securities 1993 - 1996
Skills
Leadership, Content Development, Content Marketing, Digital Marketing, Writing, Editorial Direction, Editing, Marketing, Product Marketing, Internal Communications, Brand Management, Customer Service, Email Marketing, Training, Strategy, Direct Marketing, Management, Budgets, Team Building
Education
Tulane University 1988 — 1992
Bachelor of Science (B.S.)
J.P. Morgan Analyst Training Program 1994 — 1996
Gap, Inc. Retail Management Training Program 1996 — 1997
Yazmin Tanaka Hiraoka's Charles Schwab Experience August 2012 - Present
Job Product Management, Product Marketing and Analytics Professional
Industry Internet
Experience
Charles Schwab August 2012 - Present
Shutterfly December 2010 - May 2012
Art.com September 2009 - August 2010
Walmart eCommerce May 2009 - September 2009
Oodle Inc April 2007 - November 2008
PayPal November 2004 - February 2006
Skills
Product Management, E-commerce, User Experience, Web Analytics, Start-ups, Monetization, Product Marketing, SEO, Localization, Software Development, Advertising, Product Strategy, Analytics, Strategy, Mobile Applications, Cross-functional Team...
Education
Universidad de Lima
Bachelor’s Degree, Systems Engineering
University of Arizona
Master of Business Administration (M.B.A.)
Charles Schwab August 2012 - Present
Shutterfly December 2010 - May 2012
Art.com September 2009 - August 2010
Walmart eCommerce May 2009 - September 2009
Oodle Inc April 2007 - November 2008
PayPal November 2004 - February 2006
Skills
Product Management, E-commerce, User Experience, Web Analytics, Start-ups, Monetization, Product Marketing, SEO, Localization, Software Development, Advertising, Product Strategy, Analytics, Strategy, Mobile Applications, Cross-functional Team...
Education
Universidad de Lima
Bachelor’s Degree, Systems Engineering
University of Arizona
Master of Business Administration (M.B.A.)
Rosa Català's Charles Schwab Experience March 2014 - September 2015
Job Treasury at Apple
Industry Investment Management
Experience
Apple September 2015 - Present
Charles Schwab March 2014 - September 2015
RBS Citizens Financial Group October 2013 - March 2014
RBS Citizens Financial Group 2012 - September 2013
SunGard 2010 - April 2012
CUNEF (Colegio Universitario de Estudios Financieros) September 2008 - June 2011
Banca March November 2007 - December 2010
UC Davis March 2007 - October 2007
UC Davis June 2005 - September 2007
The World Bank June 2002 - February 2003
Education
University of California, Davis 2003 — 2007
Ph.D., Agricultural and Resource Economics
University College London, U. of London 2001 — 2002
M.Sc, Resource Economics
Universitat Pompeu Fabra 2000 — 2001
MSC in Economics and Management GPEM, Economics
Universitat de les Illes Balears 1994 — 1999
BA, Economics
Apple September 2015 - Present
Charles Schwab March 2014 - September 2015
RBS Citizens Financial Group October 2013 - March 2014
RBS Citizens Financial Group 2012 - September 2013
SunGard 2010 - April 2012
CUNEF (Colegio Universitario de Estudios Financieros) September 2008 - June 2011
Banca March November 2007 - December 2010
UC Davis March 2007 - October 2007
UC Davis June 2005 - September 2007
The World Bank June 2002 - February 2003
Education
University of California, Davis 2003 — 2007
Ph.D., Agricultural and Resource Economics
University College London, U. of London 2001 — 2002
M.Sc, Resource Economics
Universitat Pompeu Fabra 2000 — 2001
MSC in Economics and Management GPEM, Economics
Universitat de les Illes Balears 1994 — 1999
BA, Economics
John Mannix's Charles Schwab Experience November 2005 - December 2006
Job Vice President and Manager Investment Management System Development at Mellon Capital
Industry Information Technology and Services
Experience
Mellon Capital March 2013 - Present
Wells Fargo February 2010 - March 2013
JWM Consulting April 2009 - July 2010
Charles Schwab & Co., Inc. January 2007 - April 2009
Charles Schwab November 2005 - December 2006
Charles Schwab September 2004 - October 2005
Charles Schwab October 2003 - August 2004
Charles Schwab May 1999 - September 2003
Stanford University Medical Center March 1998 - April 1999
Stanford University Medical Center June 1997 - February 1998
Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Seminar - Mathematics of Financial Engineering
University of California, Berkeley 2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes
University at Buffalo 1979 — 1985
BA, Mathematics / Aerospace Engineering
Mellon Capital March 2013 - Present
Wells Fargo February 2010 - March 2013
JWM Consulting April 2009 - July 2010
Charles Schwab & Co., Inc. January 2007 - April 2009
Charles Schwab November 2005 - December 2006
Charles Schwab September 2004 - October 2005
Charles Schwab October 2003 - August 2004
Charles Schwab May 1999 - September 2003
Stanford University Medical Center March 1998 - April 1999
Stanford University Medical Center June 1997 - February 1998
Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Seminar - Mathematics of Financial Engineering
University of California, Berkeley 2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes
University at Buffalo 1979 — 1985
BA, Mathematics / Aerospace Engineering
Carmen Klimek's Charles Schwab Experience January 2013 - Present
Job Sr. Staff Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Scottrade March 2010 - December 2012
Computer Research, Inc. February 2009 - April 2010
Fiserv ISS August 1988 - March 2008
Fiserv ISS August 2001 - August 2004
Skills
Securities, Risk Management, Business Analysis, Project Management, Financial Services, Cross-functional Team...
Education
Universidad del Sagrado Corazón
Bachelor's degree, Business Administration
Charles Schwab January 2013 - Present
Scottrade March 2010 - December 2012
Computer Research, Inc. February 2009 - April 2010
Fiserv ISS August 1988 - March 2008
Fiserv ISS August 2001 - August 2004
Skills
Securities, Risk Management, Business Analysis, Project Management, Financial Services, Cross-functional Team...
Education
Universidad del Sagrado Corazón
Bachelor's degree, Business Administration
Scott Steward's Charles Schwab Experience 1995 - April 1997
Job Brand Management Consultant
Industry Consumer Goods
Experience
Charles Schwab 1995 - April 1997
Providian 1992 - 1995
Miller Brewing Company January 1988 - December 1992
Miller Brewing Company 1988 - 1992
Procter & Gamble 1976 - 1982
Skills
Brand Management, Marketing, Graphic Design, Integrated Marketing, Event Planning, Marketing Strategy, Brand Development, Packaging
Education
United States Naval Academy 1967 — 1971
Charles Schwab 1995 - April 1997
Providian 1992 - 1995
Miller Brewing Company January 1988 - December 1992
Miller Brewing Company 1988 - 1992
Procter & Gamble 1976 - 1982
Skills
Brand Management, Marketing, Graphic Design, Integrated Marketing, Event Planning, Marketing Strategy, Brand Development, Packaging
Education
United States Naval Academy 1967 — 1971
Jamie Mattson's Charles Schwab Experience January 2008 - January 2010
Job Retirement Education Specialist at MassMutual
Industry Financial Services
Experience
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
MassMutual July 2015 - Present
MassMutual January 2013 - Present
The Hartford June 2010 - January 2013
Charles Schwab January 2008 - January 2010
Charles Schwab June 2006 - January 2008
Charles Schwab April 2002 - June 2006
Charles Schwab April 2000 - April 2002
Hartford Life 1997 - 2000
Principal Financial Group 1994 - 1997
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 - 1994
Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Retirement, Series 63, Investments, Financial Services, Securities, Relationship Management, Asset Allocation, Benefits Administration, Employee Benefits, Deferred Compensation, Pensions, Series 6
Education
Thunderbird School of Global Management 1990 — 1992
Master of Business Administration (MBA), International Business
University of Iowa 1985 — 1989
BA, Spanish, Russian
Martin Westlake's Charles Schwab Experience June 2000 - Present
Job Senior Staff IT Solutions at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2000 - Present
Fireman's Fund Insurance Company September 1996 - June 2000
Crowley Maritime Corporation October 1989 - May 1996
American President Lines July 1987 - October 1989
British Telecom February 1983 - July 1987
Skills
Data Warehousing, COBOL, Informatica, TM1, Teradata, Data Modeling, Business Intelligence, Process Improvement, Analysis, Enterprise Architecture, Agile Methodologies, Requirements Analysis, SDLC, SQL
Education
UCL 1979 — 1982
B.Sc, Physics
Charles Schwab June 2000 - Present
Fireman's Fund Insurance Company September 1996 - June 2000
Crowley Maritime Corporation October 1989 - May 1996
American President Lines July 1987 - October 1989
British Telecom February 1983 - July 1987
Skills
Data Warehousing, COBOL, Informatica, TM1, Teradata, Data Modeling, Business Intelligence, Process Improvement, Analysis, Enterprise Architecture, Agile Methodologies, Requirements Analysis, SDLC, SQL
Education
UCL 1979 — 1982
B.Sc, Physics
Mark Lieberwitz's Charles Schwab Experience November 2014 - February 2015
Job Senior Product Manager, Mobile at Meltwater
Industry Internet
Experience
Meltwater March 2015 - Present
Charles Schwab November 2014 - February 2015
TalentWizards October 2013 - May 2014
Integral Talent Systems, Inc. 2009 - 2014
Tagged (now if(we)) October 2012 - July 2013
Tagged (now if(we)) September 2011 - October 2012
SendMe, Inc. July 2010 - August 2011
Ballerhouse,Inc. November 2007 - 2011
Self Employed - Affiliate Marketer July 2009 - March 2010
Hearst Corporation - UGO Networks August 2007 - August 2009
Skills
Product Management, Mobile Devices, Mobile Applications, Business Development, User Experience, Strategy, Analytics, Marketing, E-commerce, Social Networking, Agile Methodologies, Scrum, Mobile Marketing, Google Analytics, SaaS, Digital Media, Product Marketing, Start-ups, Web Analytics, Online Marketing, Strategic Partnerships, User Experience Design, Mobile Design, Web Design, Agile Project Management, A/B testing, Cloud Computing, Online Advertising, SEO, SEM, MVP
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Management and Entrepreneurship
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), Music
Meltwater March 2015 - Present
Charles Schwab November 2014 - February 2015
TalentWizards October 2013 - May 2014
Integral Talent Systems, Inc. 2009 - 2014
Tagged (now if(we)) October 2012 - July 2013
Tagged (now if(we)) September 2011 - October 2012
SendMe, Inc. July 2010 - August 2011
Ballerhouse,Inc. November 2007 - 2011
Self Employed - Affiliate Marketer July 2009 - March 2010
Hearst Corporation - UGO Networks August 2007 - August 2009
Skills
Product Management, Mobile Devices, Mobile Applications, Business Development, User Experience, Strategy, Analytics, Marketing, E-commerce, Social Networking, Agile Methodologies, Scrum, Mobile Marketing, Google Analytics, SaaS, Digital Media, Product Marketing, Start-ups, Web Analytics, Online Marketing, Strategic Partnerships, User Experience Design, Mobile Design, Web Design, Agile Project Management, A/B testing, Cloud Computing, Online Advertising, SEO, SEM, MVP
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Management and Entrepreneurship
Tulane University 2003 — 2007
Bachelor of Arts (B.A.), Music
I-Far Lin's Charles Schwab Experience January 2013 - Present
Job Experienced Marketing Campaign Automation Expert
Industry Information Technology and Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab 2004 - Present
lucent 1998 - 2003
Skills
Teradata, Microsoft SQL Server, Agile Methodologies, Data Warehousing, SAS
Education
State University of New York at Albany
MS, Computer Science
Charles Schwab January 2013 - Present
Charles Schwab 2004 - Present
lucent 1998 - 2003
Skills
Teradata, Microsoft SQL Server, Agile Methodologies, Data Warehousing, SAS
Education
State University of New York at Albany
MS, Computer Science
Steve Koopal's Charles Schwab Experience November 1995 - Present
Job Global Investing specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Inc. December 1995 - Present
Charles Schwab November 1995 - Present
Bank One 1993 - 1994
LUMBERMEN’S INVESTMENT CORPORATION 1987 - 1990
Education
Thunderbird School of Global Management 1991 — 1992
International Management; Finance
Charles Schwab Inc. December 1995 - Present
Charles Schwab November 1995 - Present
Bank One 1993 - 1994
LUMBERMEN’S INVESTMENT CORPORATION 1987 - 1990
Education
Thunderbird School of Global Management 1991 — 1992
International Management; Finance
高传明Chuanming Gao's Charles Schwab Experience December 2012 - July 2013
Job Director at Fannie Mae
Industry Financial Services
Experience
Fannie Mae August 2013 - Present
Charles Schwab December 2012 - July 2013
Primatics Financial LLC - a Carlyle Group portfolio company April 2012 - November 2012
Fannie Mae March 2010 - April 2012
Fannie Mae September 2008 - March 2010
Fannie Mae June 2000 - August 2008
Skills
MBS, Valuation, Mortgage Lending, Enterprise Risk..., Risk Analytics, Time Series Analysis, Econometrics, SAS, Market Risk, Credit Risk, Quantitative Analytics, Fixed Income, Economics, Risk Modeling, Economic Capital, Portfolio Management, Financial Risk
Education
University at Albany, SUNY 1995 — 2000
PhD, Economics
University of Science and Technology of China 1982 — 1990
B.S, M.E., Operational Research / Management Science
Fannie Mae August 2013 - Present
Charles Schwab December 2012 - July 2013
Primatics Financial LLC - a Carlyle Group portfolio company April 2012 - November 2012
Fannie Mae March 2010 - April 2012
Fannie Mae September 2008 - March 2010
Fannie Mae June 2000 - August 2008
Skills
MBS, Valuation, Mortgage Lending, Enterprise Risk..., Risk Analytics, Time Series Analysis, Econometrics, SAS, Market Risk, Credit Risk, Quantitative Analytics, Fixed Income, Economics, Risk Modeling, Economic Capital, Portfolio Management, Financial Risk
Education
University at Albany, SUNY 1995 — 2000
PhD, Economics
University of Science and Technology of China 1982 — 1990
B.S, M.E., Operational Research / Management Science
Jennifer LeBlanc's Charles Schwab Experience 1996 - 2011
Job Marketing and Strategy Consultant
Industry Management Consulting
Experience
Catalyst Strategies February 2012 - Present
Jennifer LeBlanc Consulting September 2011 - Present
Charles Schwab 1996 - 2011
Clorox 1994 - 1996
McGaw, Inc. (Healthcare Industry) 1992 - 1993
Skills
Product Marketing, New Product Development, Consumer Insights, Product Launch, Market Research, Branding and Positioning, Social Media Strategy, Client Experience Design, Strategic Planning, Business Strategy, Project Management, Market Sizing and..., Marketing Communications, Online Marketing, Product Development, Brand Management, Strategy, Integrated Marketing, Financial Services, Product Management, Start-ups, Analytics, Competitive Analysis, Marketing Strategy, Marketing, Customer Insight
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Boston College
Bachelor of Science (B.S.)
Catalyst Strategies February 2012 - Present
Jennifer LeBlanc Consulting September 2011 - Present
Charles Schwab 1996 - 2011
Clorox 1994 - 1996
McGaw, Inc. (Healthcare Industry) 1992 - 1993
Skills
Product Marketing, New Product Development, Consumer Insights, Product Launch, Market Research, Branding and Positioning, Social Media Strategy, Client Experience Design, Strategic Planning, Business Strategy, Project Management, Market Sizing and..., Marketing Communications, Online Marketing, Product Development, Brand Management, Strategy, Integrated Marketing, Financial Services, Product Management, Start-ups, Analytics, Competitive Analysis, Marketing Strategy, Marketing, Customer Insight
Education
University of California, Los Angeles - The Anderson School of Management 1990 — 1992
MBA
Boston College
Bachelor of Science (B.S.)
Joseph Cortese's Charles Schwab Experience September 2005 - February 2014
Job Vice President at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management March 2014 - Present
Charles Schwab September 2005 - February 2014
Skills
Investments, Portfolio Management, Series 7, Equities, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Series 63, Securities, Mutual Funds
Education
Trinity College-Hartford 2001 — 2005
BA, Economics
The Loomis Chaffee School 1999 — 2001
NorthCoast Asset Management March 2014 - Present
Charles Schwab September 2005 - February 2014
Skills
Investments, Portfolio Management, Series 7, Equities, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management, Series 63, Securities, Mutual Funds
Education
Trinity College-Hartford 2001 — 2005
BA, Economics
The Loomis Chaffee School 1999 — 2001
Clementino De Mendonca's Charles Schwab Experience November 2013 - Present
Job Microsoft Visual Studio ALM MVP 2014
Industry Computer Software
Experience
Microsoft October 2014 - Present
Charles Schwab November 2013 - Present
Microsoft Corporation July 2006 - Present
Scrum.org June 2010 - Present
Neudesic July 2012 - October 2013
Sogeti December 2009 - June 2012
Notion Solutions August 2009 - December 2009
Microsoft July 2001 - August 2009
Enerva Corp. May 2000 - July 2001
Enerva Corp. September 1999 - April 2000
Skills
Scrum, Software Development, Software Engineering, Visual Studio, Process Development, Team Foundation Server, Agile Software..., Agile Methodologies, Agile Testing, TFS, Agile Project Management, SDLC, ALM, Process Simulation, Microsoft SQL Server, Business Intelligence, Quality Assurance, .NET, Databases, SOA, Web Applications, SQL, SharePoint, C#, Test Automation, UML, Architecture, Visual Basic, Release Management, Requirements Analysis, T-SQL, Web Services, WCF, Test Driven Development, Project Management, REST, Application Architecture, Software Project..., Distributed Systems, Enterprise Architecture, Design Patterns, ASP.NET MVC, Software Design, ASP.NET, WPF, Solution Architecture, Windows Azure, Architectures, Silverlight, Continuous Integration
Education
Universidade Federal de Minas Gerais 1989 — 1993
B.Sc.
E. E. Candido Portinari
Microsoft October 2014 - Present
Charles Schwab November 2013 - Present
Microsoft Corporation July 2006 - Present
Scrum.org June 2010 - Present
Neudesic July 2012 - October 2013
Sogeti December 2009 - June 2012
Notion Solutions August 2009 - December 2009
Microsoft July 2001 - August 2009
Enerva Corp. May 2000 - July 2001
Enerva Corp. September 1999 - April 2000
Skills
Scrum, Software Development, Software Engineering, Visual Studio, Process Development, Team Foundation Server, Agile Software..., Agile Methodologies, Agile Testing, TFS, Agile Project Management, SDLC, ALM, Process Simulation, Microsoft SQL Server, Business Intelligence, Quality Assurance, .NET, Databases, SOA, Web Applications, SQL, SharePoint, C#, Test Automation, UML, Architecture, Visual Basic, Release Management, Requirements Analysis, T-SQL, Web Services, WCF, Test Driven Development, Project Management, REST, Application Architecture, Software Project..., Distributed Systems, Enterprise Architecture, Design Patterns, ASP.NET MVC, Software Design, ASP.NET, WPF, Solution Architecture, Windows Azure, Architectures, Silverlight, Continuous Integration
Education
Universidade Federal de Minas Gerais 1989 — 1993
B.Sc.
E. E. Candido Portinari
Jason Cournoyer's Charles Schwab Experience April 2013 - Present
Job Tech PM
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
U.S. Navy Reserve 2009 - Present
Charles Schwab November 2008 - March 2013
21st Century Technologies 2006 - June 2008
U.S. Government Agency 2002 - 2006
USS NIMITZ July 2000 - October 2002
Skills
DoD, Program Management, Security Clearance, Leadership, Military, Project Management, Contract Management, Management, Quality Assurance, Risk Management, National Security, Security, Command, Software Development, Process Improvement, Analysis, Operational Planning, Intelligence Analysis, Government, Project Planning, Information Assurance, Resource Management, Integration, Systems Engineering, Intelligence, Military Operations, Military Experience, Organizational..., Defense, Navy
Education
United States Naval Academy 1993 — 1997
BS, Computer Science
Charles Schwab April 2013 - Present
U.S. Navy Reserve 2009 - Present
Charles Schwab November 2008 - March 2013
21st Century Technologies 2006 - June 2008
U.S. Government Agency 2002 - 2006
USS NIMITZ July 2000 - October 2002
Skills
DoD, Program Management, Security Clearance, Leadership, Military, Project Management, Contract Management, Management, Quality Assurance, Risk Management, National Security, Security, Command, Software Development, Process Improvement, Analysis, Operational Planning, Intelligence Analysis, Government, Project Planning, Information Assurance, Resource Management, Integration, Systems Engineering, Intelligence, Military Operations, Military Experience, Organizational..., Defense, Navy
Education
United States Naval Academy 1993 — 1997
BS, Computer Science
Meg McReynolds's Charles Schwab Experience April 2006 - Present
Job Quality Administrator at Charles Schwab Co
Industry Financial Services
Experience
Charles Schwab April 2006 - Present
Wells Fargo February 2005 - February 2006
Chase Bank July 2003 - February 2005
PETsMART August 2001 - May 2004
Education
Trinity University 1993 — 1997
Bachelor of Arts (BA), Speech and Drama
Charles Schwab April 2006 - Present
Wells Fargo February 2005 - February 2006
Chase Bank July 2003 - February 2005
PETsMART August 2001 - May 2004
Education
Trinity University 1993 — 1997
Bachelor of Arts (BA), Speech and Drama
Tad Zgoda's Charles Schwab Experience October 1998 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1998 - Present
J. Walter Thompson October 1989 - May 1997
Skills
Information Technology, Management, Disaster Recovery, Enterprise Architecture, Vendor Management, Infrastructure, IT Strategy, Cloud Computing, Linux, SDLC, Data Center, High Availability, ITIL, Security, Business Continuity
Education
Thunderbird School of Global Management 2013 — 2014
Executive Certificate in Global Leadership
University of Phoenix 2003 — 2007
MBA
Westminster College 1984 — 1986
BS CS, Computer Science
Charles Schwab October 1998 - Present
J. Walter Thompson October 1989 - May 1997
Skills
Information Technology, Management, Disaster Recovery, Enterprise Architecture, Vendor Management, Infrastructure, IT Strategy, Cloud Computing, Linux, SDLC, Data Center, High Availability, ITIL, Security, Business Continuity
Education
Thunderbird School of Global Management 2013 — 2014
Executive Certificate in Global Leadership
University of Phoenix 2003 — 2007
MBA
Westminster College 1984 — 1986
BS CS, Computer Science
Howard Tsai, CFA's Charles Schwab Experience April 2008 - February 2010
Job Investment Professional
Industry Investment Management
Experience
Silver Rock Financial February 2010 - February 2013
Charles Schwab April 2008 - February 2010
UCSF Medical Center January 2007 - July 2007
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, Fixed Income Analysis, DCF Valuation, Leveraged Finance, High Yield Bonds, Credit Analysis, Bloomberg, Capital IQ, Healthcare Industry, Oil & Gas Industry, Financial Modeling, Financial Statement..., Chartered Financial...
Education
UCLA Anderson School of Management 2013 — 2015
MBA candidate, Finance
University of California, Davis 2001 — 2006
B.S., Biochemistry
Silver Rock Financial February 2010 - February 2013
Charles Schwab April 2008 - February 2010
UCSF Medical Center January 2007 - July 2007
Skills
Microsoft Office, Research, Microsoft Excel, Microsoft Word, Fixed Income Analysis, DCF Valuation, Leveraged Finance, High Yield Bonds, Credit Analysis, Bloomberg, Capital IQ, Healthcare Industry, Oil & Gas Industry, Financial Modeling, Financial Statement..., Chartered Financial...
Education
UCLA Anderson School of Management 2013 — 2015
MBA candidate, Finance
University of California, Davis 2001 — 2006
B.S., Biochemistry
Keith Garte's Charles Schwab Experience November 2004 - May 2007
Job Business Development, ARK Global
Industry Financial Services
Experience
ARK Global May 2007 - Present
Charles Schwab November 2004 - May 2007
State Street 1999 - 2004
Skills
NASD Series 7, 63,..., Alternative Investments, Equities, Institutional Sales, Consultant/Client..., Business Development, Fixed Income, Sub Advisory, Emerging Managers, 40 ACT Liquid..., Finance, Management, Leadership, Asset Management, Securities, Financial Services, Fund Of Funds, Asset Allocation, Hedge Funds
Education
Tulane University 1985 — 1989
Bachelor of Arts (B.A.)
ARK Global May 2007 - Present
Charles Schwab November 2004 - May 2007
State Street 1999 - 2004
Skills
NASD Series 7, 63,..., Alternative Investments, Equities, Institutional Sales, Consultant/Client..., Business Development, Fixed Income, Sub Advisory, Emerging Managers, 40 ACT Liquid..., Finance, Management, Leadership, Asset Management, Securities, Financial Services, Fund Of Funds, Asset Allocation, Hedge Funds
Education
Tulane University 1985 — 1989
Bachelor of Arts (B.A.)
Olivier Tu's Charles Schwab Experience May 1997 - January 1998
Job Senior Software Test Engineer at Morpho Detection, Inc.
Industry Computer Software
Experience
Safran -Morpho Detection 2009 - Present
Morpho Detection Inc February 1998 - Present
InVision Technologies 1998 - 2005
SCII Technologies Inc January 1997 - February 1998
Charles Schwab May 1997 - January 1998
Alcatel Telecom January 1997 - May 1997
DHD PostImage Inc September 1995 - January 1997
Skills
Software Quality..., Software Engineering, Software Development, Test Automation, Test Engineering, Test Planning, Test Cases, System Testing, C, Perl/shell scripting, Python, Unix, Linux, Windows, ClearCase, ClearQuest, Subversion, Trac, RPM, GUI development, Visual Studio, InstallShield, C++, XML, Solaris, Perl, OOP, VMware, Object Oriented Design, Debugging, Programming, Scripting, Testing, Automation, PostgreSQL, HTML, Operating Systems, Shell Scripting, Bash, Electronics, Security, Quality Assurance, Troubleshooting, SDLC, Integration
Education
Université Denis Diderot (Paris VII)
Doctorate; Ph.D., Organic Analysis (Computational Simulation)
Wuhan University
Bachelor; National Diploma, Physico-Chemistry & Electro-Chemistry
Safran -Morpho Detection 2009 - Present
Morpho Detection Inc February 1998 - Present
InVision Technologies 1998 - 2005
SCII Technologies Inc January 1997 - February 1998
Charles Schwab May 1997 - January 1998
Alcatel Telecom January 1997 - May 1997
DHD PostImage Inc September 1995 - January 1997
Skills
Software Quality..., Software Engineering, Software Development, Test Automation, Test Engineering, Test Planning, Test Cases, System Testing, C, Perl/shell scripting, Python, Unix, Linux, Windows, ClearCase, ClearQuest, Subversion, Trac, RPM, GUI development, Visual Studio, InstallShield, C++, XML, Solaris, Perl, OOP, VMware, Object Oriented Design, Debugging, Programming, Scripting, Testing, Automation, PostgreSQL, HTML, Operating Systems, Shell Scripting, Bash, Electronics, Security, Quality Assurance, Troubleshooting, SDLC, Integration
Education
Université Denis Diderot (Paris VII)
Doctorate; Ph.D., Organic Analysis (Computational Simulation)
Wuhan University
Bachelor; National Diploma, Physico-Chemistry & Electro-Chemistry
Mike Siegforth's Charles Schwab Experience April 2014 - Present
Job Data Management
Industry Information Technology and Services
Experience
Charles Schwab April 2014 - Present
Apollo Education Group April 2008 - April 2014
Apollo Education Group October 1999 - April 2008
Eclipsys October 1998 - October 1999
Motorola Emtek Healthcare Division April 1995 - October 1998
Johns Hopkins Hospital March 1991 - March 1995
Westinghouse Corporation June 1982 - March 1991
Skills
IT Service Management, Systems Engineering, Exadata, System Administration, Linux, VMware, Solaris, Unix, Disaster Recovery, Enterprise Architecture, Security, Servers, Systems Analysis, Data Center, DNS, Visio, Integration, Oracle, Architecture, IT Management, Server Architecture, Virtualization, Performance Tuning, Databases, Troubleshooting, IT Operations, High Availability, AIX, Operating Systems, Network Security, RedHat Linux, Oracle Enterprise Linux..., CentOS, Information Technology, TCP/IP, Windows Server, Firewalls, Active Directory, VMware ESX, SharePoint, Cisco Technologies, Hardware, ITIL, VPN
Education
Towson University 1975 — 1979
B.S, Physical Sciences, Physics
Charles Schwab April 2014 - Present
Apollo Education Group April 2008 - April 2014
Apollo Education Group October 1999 - April 2008
Eclipsys October 1998 - October 1999
Motorola Emtek Healthcare Division April 1995 - October 1998
Johns Hopkins Hospital March 1991 - March 1995
Westinghouse Corporation June 1982 - March 1991
Skills
IT Service Management, Systems Engineering, Exadata, System Administration, Linux, VMware, Solaris, Unix, Disaster Recovery, Enterprise Architecture, Security, Servers, Systems Analysis, Data Center, DNS, Visio, Integration, Oracle, Architecture, IT Management, Server Architecture, Virtualization, Performance Tuning, Databases, Troubleshooting, IT Operations, High Availability, AIX, Operating Systems, Network Security, RedHat Linux, Oracle Enterprise Linux..., CentOS, Information Technology, TCP/IP, Windows Server, Firewalls, Active Directory, VMware ESX, SharePoint, Cisco Technologies, Hardware, ITIL, VPN
Education
Towson University 1975 — 1979
B.S, Physical Sciences, Physics
Ranglin Lu's Charles Schwab Experience February 2001 - June 2010
Job Senior Staff Software Engineer at Visa
Industry Financial Services
Experience
Visa May 2015 - Present
PayPal 2010 - April 2015
Charles Schwab February 2001 - June 2010
Skills
JUnit, SOA, Web Services, Java, XML, Tomcat, Agile Methodologies, SDLC, Software Development, Scalability, Linux, SQL, Debugging, Software Engineering, Java Enterprise Edition, Spring, Distributed Systems, Eclipse, Unix
Education
Tsinghua University 1984 — 1990
Doctor of Philosophy (PhD), Operations Research
Visa May 2015 - Present
PayPal 2010 - April 2015
Charles Schwab February 2001 - June 2010
Skills
JUnit, SOA, Web Services, Java, XML, Tomcat, Agile Methodologies, SDLC, Software Development, Scalability, Linux, SQL, Debugging, Software Engineering, Java Enterprise Edition, Spring, Distributed Systems, Eclipse, Unix
Education
Tsinghua University 1984 — 1990
Doctor of Philosophy (PhD), Operations Research
Steve Lieneman's Charles Schwab Experience February 1994 - May 1996
Job Vice President Automotive at Vacutech LLC
Industry Machinery
Experience
General Parts International July 1996 - June 2015
Charles Schwab February 1994 - May 1996
Skills
Inventory Management, Product Development, Purchasing, Profit, Sales Management, Team Building, Inventory Control, Retail, Automotive, Automobile, Automotive Aftermarket, Continuous Improvement, Contract Negotiation, Global Sourcing, Management, Merchandising, Manufacturing
Education
Universal Technical Institute of Arizona Inc 1993 — 1994
Associate of Occupational Studies, Automotive Engineering Technology/Technician
General Parts International July 1996 - June 2015
Charles Schwab February 1994 - May 1996
Skills
Inventory Management, Product Development, Purchasing, Profit, Sales Management, Team Building, Inventory Control, Retail, Automotive, Automobile, Automotive Aftermarket, Continuous Improvement, Contract Negotiation, Global Sourcing, Management, Merchandising, Manufacturing
Education
Universal Technical Institute of Arizona Inc 1993 — 1994
Associate of Occupational Studies, Automotive Engineering Technology/Technician
Lisa M. Garcia, AIF®'s Charles Schwab Experience 2004 - 2004
Job FiduciaryFirst
Industry Financial Services
Experience
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
FiduciaryFirst December 2010 - Present
Independent Contractor October 2009 - December 2010
CBIZ May 2006 - May 2009
Ameriprise Financial Services, Inc. 2004 - 2006
Charles Schwab 2004 - 2004
Skills
Investments, 401k, Retirement Plan Design, RFP facilitation, Defined Contribution, Defined Benefit, Prudent Fiduciary..., ERISA, Retirement Planning, Employee Benefits, Fixed Annuities, Disability Insurance, Mutual Funds, Series 6, Pensions, Term Life Insurance, Financial Services, Series 7, Retirement Plan..., Long Term Care Insurance, Series 63
Education
State University of New York at Buffalo 1997 — 2002
Bachelor of Science, International Business & World Trade
University of Phoenix 2004 — 2006
MBA, Human Resources
Jonathan Marina's Charles Schwab Experience CFPCharles SchwabFebruary 1998 - Present
Job CFP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab CFPCharles SchwabFebruary 1998 - Present
Equitable Life June 1992 - February 1998
Education
Tulane University 1988 — 1992
Masters, MBA
Charles Schwab CFPCharles SchwabFebruary 1998 - Present
Equitable Life June 1992 - February 1998
Education
Tulane University 1988 — 1992
Masters, MBA
Cesar Manduca's Charles Schwab Experience June 2000 - August 2000
Job CEO MR Presta
Industry Financial Services
Experience
MR Presta July 2013 - Present
Avila Capital Markets, Inc. October 2012 - Present
MR Presta July 2013 - Present
Citi July 2011 - October 2012
Grupo Kaeco October 2009 - March 2010
Smartmatic August 2008 - October 2009
Citigroup December 2002 - July 2008
Deutsche Bank June 2001 - August 2002
Charles Schwab June 2000 - August 2000
Citigroup March 1994 - May 1999
Skills
Emerging Markets, Corporate Finance, Finance, Derivatives, Investment Banking, Trading, Credit, Financial Markets, Financial Structuring, Asset Management, Competitive Analysis, Start-ups
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
Universidad Metropolitana (VE) 1990 — 1996
BS in Business Administration, Business Administration
Emil Friedman 1985 — 1990
High School
MR Presta July 2013 - Present
Avila Capital Markets, Inc. October 2012 - Present
MR Presta July 2013 - Present
Citi July 2011 - October 2012
Grupo Kaeco October 2009 - March 2010
Smartmatic August 2008 - October 2009
Citigroup December 2002 - July 2008
Deutsche Bank June 2001 - August 2002
Charles Schwab June 2000 - August 2000
Citigroup March 1994 - May 1999
Skills
Emerging Markets, Corporate Finance, Finance, Derivatives, Investment Banking, Trading, Credit, Financial Markets, Financial Structuring, Asset Management, Competitive Analysis, Start-ups
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
Universidad Metropolitana (VE) 1990 — 1996
BS in Business Administration, Business Administration
Emil Friedman 1985 — 1990
High School
Lauren B. Steinberg's Charles Schwab Experience 2000 - 2002
Job Communications Strategist, Mega Market, Retirement Plan Services
Industry Financial Services
Experience
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
Luke Hannafin's Charles Schwab Experience 2005 - 2008
Job Investment Support Associate at JPMorgan Chase & Co.
Industry Capital Markets
Experience
JPMorgan Chase & Co. January 2015 - Present
First Analysis July 2010 - September 2014
Barnes and Noble October 2007 - July 2010
Charles Schwab 2005 - 2008
Cantor Fitzgerald 2001 - 2004
HSBC 1997 - 1999
Skills
Securities, Series 7, Series 63, Investments, Bloomberg, Management, Equity Trading, Electronic Trading, Trading, Financial Analysis, Alternative Investments, Equities, Portfolio Management
Education
State University of New York at Albany 1988 — 1995
BA, English
JPMorgan Chase & Co. January 2015 - Present
First Analysis July 2010 - September 2014
Barnes and Noble October 2007 - July 2010
Charles Schwab 2005 - 2008
Cantor Fitzgerald 2001 - 2004
HSBC 1997 - 1999
Skills
Securities, Series 7, Series 63, Investments, Bloomberg, Management, Equity Trading, Electronic Trading, Trading, Financial Analysis, Alternative Investments, Equities, Portfolio Management
Education
State University of New York at Albany 1988 — 1995
BA, English
Chuck Patton's Charles Schwab Experience Head of Field Leadership DevelopmentUBS Wealth Management2010 - September 2015
Job Vice President Branch Manager
Industry Financial Services
Experience
Charles Schwab Head of Field Leadership DevelopmentUBS Wealth Management2010 - September 2015
UBS Wealth Management 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Coaching, Branch Management, Wealth Management, Leadership Development, Leadership, Organizational..., Management Consulting, Sales Management, Risk Management, Financial Advisory, Team Building, Recruiting, Business Development, Management, Strategy, Portfolio Management, Investments, Financial Services
Education
Tulane University 1979 — 1983
BA, Public Policy
Charles Schwab Head of Field Leadership DevelopmentUBS Wealth Management2010 - September 2015
UBS Wealth Management 2006 - 2009
Morgan Stanley 1999 - 2006
Skills
Coaching, Branch Management, Wealth Management, Leadership Development, Leadership, Organizational..., Management Consulting, Sales Management, Risk Management, Financial Advisory, Team Building, Recruiting, Business Development, Management, Strategy, Portfolio Management, Investments, Financial Services
Education
Tulane University 1979 — 1983
BA, Public Policy
Melanie Lemons's Charles Schwab Experience December 2014 - May 2015
Job Party Pro Rents & Five Oaks Lodge
Industry Events Services
Experience
Party Pro Rents October 2015 - Present
Five Oaks Lodge May 2014 - Present
Charles Schwab December 2014 - May 2015
Bank of Oklahoma September 2013 - December 2014
Lamar Advertising May 2013 - September 2013
PennWell June 2012 - May 2013
Thirty-One Gifts March 2012 - January 2013
Blackshare Environmental Solutions June 2011 - May 2012
QuikTrip October 2010 - December 2011
PennWell January 2008 - June 2011
Education
Tulsa Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Heartland Baptist Bible College 2003 — 2006
Bachelor's degree, Youth Services/Administration
Party Pro Rents October 2015 - Present
Five Oaks Lodge May 2014 - Present
Charles Schwab December 2014 - May 2015
Bank of Oklahoma September 2013 - December 2014
Lamar Advertising May 2013 - September 2013
PennWell June 2012 - May 2013
Thirty-One Gifts March 2012 - January 2013
Blackshare Environmental Solutions June 2011 - May 2012
QuikTrip October 2010 - December 2011
PennWell January 2008 - June 2011
Education
Tulsa Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Heartland Baptist Bible College 2003 — 2006
Bachelor's degree, Youth Services/Administration
Sarah Takei's Charles Schwab Experience September 2010 - September 2012
Job Territory Coordinator at Kinetic Concepts
Industry Medical Devices
Experience
Kinetic Concepts December 2013 - Present
Charles Schwab September 2010 - September 2012
Mikuni American Corporation February 2010 - September 2011
Salem Law Group April 2008 - May 2009
NOVA Corporation October 2006 - October 2007
Skills
Marketing, Microsoft Office, Strategic Planning, Research, Account Management, Analysis, Team Building, Customer Service, Data Analysis, Event Planning, Public Relations, Management, Social Networking, Public Speaking, Social Media, Project Management, Training, Microsoft Excel
Education
Trinity College Dublin
University of Florida
Bachelor of Science, College of Journalism and Communications
Kinetic Concepts December 2013 - Present
Charles Schwab September 2010 - September 2012
Mikuni American Corporation February 2010 - September 2011
Salem Law Group April 2008 - May 2009
NOVA Corporation October 2006 - October 2007
Skills
Marketing, Microsoft Office, Strategic Planning, Research, Account Management, Analysis, Team Building, Customer Service, Data Analysis, Event Planning, Public Relations, Management, Social Networking, Public Speaking, Social Media, Project Management, Training, Microsoft Excel
Education
Trinity College Dublin
University of Florida
Bachelor of Science, College of Journalism and Communications
Laura M. Lopez Garcia's Charles Schwab Experience September 2011 - October 2012
Job Compliance American Express
Industry Financial Services
Experience
American Express March 2015 - Present
Abengoa October 2012 - March 2015
Charles Schwab September 2011 - October 2012
Levecke & Co. January 2008 - September 2011
Skills
Microsoft Word, Research, Program Management, Microsoft Excel, Software Documentation, PowerPoint, Vendor Management, Marketing, Analysis, Account Reconciliation, Marketing Strategy, Customer Service, Leadership, Management, Microsoft Office, Project Management
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Master Business Administration
Universidad de Panamá 2003 — 2007
Bachelors, Economics
American Express March 2015 - Present
Abengoa October 2012 - March 2015
Charles Schwab September 2011 - October 2012
Levecke & Co. January 2008 - September 2011
Skills
Microsoft Word, Research, Program Management, Microsoft Excel, Software Documentation, PowerPoint, Vendor Management, Marketing, Analysis, Account Reconciliation, Marketing Strategy, Customer Service, Leadership, Management, Microsoft Office, Project Management
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Master Business Administration
Universidad de Panamá 2003 — 2007
Bachelors, Economics
Julie Yuvienco's Charles Schwab Experience August 1995 - January 2001
Job Accounting, Import Logistics
Industry Accounting
Experience
Iberdrola July 2013 - Present
Sustainable Harvest June 2007 - August 2011
Mel's Bar and Grill January 2001 - May 2006
Charles Schwab August 1995 - January 2001
Skills
Full cycle..., Software: Quickbooks,..., Food, Management Consulting, Business Strategy, Financial Analysis, Business Planning, Spanish, Strategic Planning, Strategy, Marketing Strategy, Italian, Business Analysis, Market Research, Due Diligence, Financial Modeling, Customer Service, Entrepreneurship, Cross-functional Team..., Start-ups
Education
Portland State University 2010 — 2012
Bachelor of Arts (BA), French Language, Graduated Cum Lauda, March 2012
Sorbonne University 2006 — 2006
Semester Abroad - French Language Studies
Iberdrola July 2013 - Present
Sustainable Harvest June 2007 - August 2011
Mel's Bar and Grill January 2001 - May 2006
Charles Schwab August 1995 - January 2001
Skills
Full cycle..., Software: Quickbooks,..., Food, Management Consulting, Business Strategy, Financial Analysis, Business Planning, Spanish, Strategic Planning, Strategy, Marketing Strategy, Italian, Business Analysis, Market Research, Due Diligence, Financial Modeling, Customer Service, Entrepreneurship, Cross-functional Team..., Start-ups
Education
Portland State University 2010 — 2012
Bachelor of Arts (BA), French Language, Graduated Cum Lauda, March 2012
Sorbonne University 2006 — 2006
Semester Abroad - French Language Studies
Mark Eidem CMT, CFA's Charles Schwab Experience September 2004 - Present
Job Regional Manager Charles Schwab Trading Solutions
Industry Financial Services
Experience
Charles Schwab September 2004 - Present
Education
United States Military Academy at West Point 1974 — 1978
Dimond High School, Anchorage, Alaska 1970 — 1974
Charles Schwab September 2004 - Present
Education
United States Military Academy at West Point 1974 — 1978
Dimond High School, Anchorage, Alaska 1970 — 1974
Shari Bley's Charles Schwab Experience January 1995 - November 2001
Job syVP, Domestic Relations and Operations at Retired IT Professional
Industry Banking
Experience
Bley Consulting, Inc April 2008 - Present
United Commercial Bank March 2006 - April 2008
Shorenstein Realty Services 2007 - 2008
Charles Schwab January 1995 - November 2001
Firemans Fund Insurance Company 1993 - 1997
Skills
Business Analysis, Process Improvement, Financial Risk, Vendor Management, Banking, Investments, Treasury Management, Loans, Change Management, Program Management, Project Management, Portfolio Management, Risk Management, Asset Managment, Enterprise Risk..., Financial Analysis, SDLC, Financial Modeling, IT Strategy, Team Building, Strategic Financial..., Equities, Disaster Recovery
Education
Troy University 1977 — 1981
BS, CIS/Accounting Double Major
Bley Consulting, Inc April 2008 - Present
United Commercial Bank March 2006 - April 2008
Shorenstein Realty Services 2007 - 2008
Charles Schwab January 1995 - November 2001
Firemans Fund Insurance Company 1993 - 1997
Skills
Business Analysis, Process Improvement, Financial Risk, Vendor Management, Banking, Investments, Treasury Management, Loans, Change Management, Program Management, Project Management, Portfolio Management, Risk Management, Asset Managment, Enterprise Risk..., Financial Analysis, SDLC, Financial Modeling, IT Strategy, Team Building, Strategic Financial..., Equities, Disaster Recovery
Education
Troy University 1977 — 1981
BS, CIS/Accounting Double Major
Rory Desmond's Charles Schwab Experience 1989 - 1999
Job Executive Director at The Christopher Missions Foundation
Industry Nonprofit Organization Management
Experience
The Christopher Missions Foundation January 2011 - Present
Charles Schwab 1989 - 1999
Skills
Public Speaking, Project Management, Event Planning, Fundraising, Community Outreach, Program Management, Grants, Community Development, Grant Writing, Leadership, Volunteer Management
Education
University College Cork
BA
University College Cork
Bachelor's degree, Economics and History
The Christopher Missions Foundation January 2011 - Present
Charles Schwab 1989 - 1999
Skills
Public Speaking, Project Management, Event Planning, Fundraising, Community Outreach, Program Management, Grants, Community Development, Grant Writing, Leadership, Volunteer Management
Education
University College Cork
BA
University College Cork
Bachelor's degree, Economics and History
Thomas (T.J.) Farrell's Charles Schwab Experience February 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
Charles Schwab February 2013 - Present
AECOM March 2012 - October 2012
AECOM June 2011 - December 2011
AECOM March 2011 - June 2011
Combat Support Associates (An AECOM Joint Venture) June 2010 - February 2011
U.S. Army (Active / Reserve Components) May 1980 - June 2010
Charles Schwab & Co April 1996 - May 2010
Merrill Lynch May 1995 - January 1996
NationsSecurities (Dean Witter Joint Venture) July 1993 - October 1994
Dean Witter Reynolds Inc. September 1991 - July 1993
Skills
Program Management, Risk Management, Military, Security Clearance, Army, Operations Management, DoD, Process Improvement, Leadership, Military Operations, National Security, Project Planning, Government, Strategic Planning, Command, Government Contracting, Team Building, Intelligence, Information Assurance, Proposal Writing, Analysis, Team Leadership, Financial Risk..., Client Rapport, Defense, Finance, Supervisory Skills, Policy, Operational Planning, Organizational..., Top Secret, Risk Assessment, Logistics, Earned Value Management, Security, Military Logistics, Training, Leadership Development, Military Experience, Intelligence Analysis, Tactics, Fortune 500 company..., Problem Solving
Education
United States Military Academy at West Point 1976 — 1980
BS, Engineering
James Frate's Charles Schwab Experience November 2011 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Vanguard November 1998 - November 2011
Skills
ERISA, 401(K), Non-Qualified Deferred..., Series 63, 401k, Series 6, Employee Benefits, Relationship Management, Defined Contribution, Investments
Education
University at Albany, SUNY 1990 — 1994
BA, Sociology
Charles Schwab November 2011 - Present
Vanguard November 1998 - November 2011
Skills
ERISA, 401(K), Non-Qualified Deferred..., Series 63, 401k, Series 6, Employee Benefits, Relationship Management, Defined Contribution, Investments
Education
University at Albany, SUNY 1990 — 1994
BA, Sociology
Douglas Hoy's Charles Schwab Experience 2004 - 2005
Job Vice President at US Bank
Industry Capital Markets
Experience
US Bank 2008 - Present
Stone and Youngberg 2005 - 2008
Charles Schwab 2004 - 2005
SoundView Technology Group 1999 - 2003
Spear, Leads and Kellogg 1998 - 1999
Dillon Read and Co. Inc. 1986 - 1997
Manufacturers Hanover Trust 1980 - 1986
Skills
Bloomberg, Electronic Trading, Series 63, Fixed Income, Trading Systems, Derivatives, Money Market, Equities, Alternative Investments, Financial Modeling, Microsoft Excel, Capital Markets
Education
NYU Stern School of Business
MBA, Finance
University at Albany
B.S., Marketing and Management
US Bank 2008 - Present
Stone and Youngberg 2005 - 2008
Charles Schwab 2004 - 2005
SoundView Technology Group 1999 - 2003
Spear, Leads and Kellogg 1998 - 1999
Dillon Read and Co. Inc. 1986 - 1997
Manufacturers Hanover Trust 1980 - 1986
Skills
Bloomberg, Electronic Trading, Series 63, Fixed Income, Trading Systems, Derivatives, Money Market, Equities, Alternative Investments, Financial Modeling, Microsoft Excel, Capital Markets
Education
NYU Stern School of Business
MBA, Finance
University at Albany
B.S., Marketing and Management
Brett Farley's Charles Schwab Experience September 2014 - Present
Job Business Strategy Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab January 2012 - September 2014
Charles Schwab September 2010 - December 2011
Education
Tulane University 2006 — 2010
Bachelor's Degree, Finance, Legal Studies (business), Asian Studies (Japanese)
Charles Schwab September 2014 - Present
Charles Schwab January 2012 - September 2014
Charles Schwab September 2010 - December 2011
Education
Tulane University 2006 — 2010
Bachelor's Degree, Finance, Legal Studies (business), Asian Studies (Japanese)
Stella Hui, CFP®'s Charles Schwab Experience November 1998 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1998 - Present
Prudential Securities November 1997 - October 1998
Gamma-Metrics (Thermo Electron), Thermo Fisher Scientific July 1995 - July 1997
Skills
Series 7, Investments
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 1994 — 1995
Master of Pacific International Affairs, International Management
University of California, San Diego 1987 — 1991
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1987 — 1991
Bachelor of Arts (B.A.), Chemistry
Culver Academies 1984 — 1986
High School
Charles Schwab November 1998 - Present
Prudential Securities November 1997 - October 1998
Gamma-Metrics (Thermo Electron), Thermo Fisher Scientific July 1995 - July 1997
Skills
Series 7, Investments
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 1994 — 1995
Master of Pacific International Affairs, International Management
University of California, San Diego 1987 — 1991
Bachelor of Arts (B.A.), Economics
University of California, San Diego 1987 — 1991
Bachelor of Arts (B.A.), Chemistry
Culver Academies 1984 — 1986
High School
Torres, Herbert's Charles Schwab Experience April 2012 - Present
Job Managing Director Municipal Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Southwest Securities March 2010 - March 2012
Wells Fargo Institutional Trading & Sales March 2005 - March 2010
Education
University of Phoenix 2001 — 2003
BS, Business Accounting
University of Puerto Rico 1974 — 1977
BS, Biology, General
Charles Schwab April 2012 - Present
Southwest Securities March 2010 - March 2012
Wells Fargo Institutional Trading & Sales March 2005 - March 2010
Education
University of Phoenix 2001 — 2003
BS, Business Accounting
University of Puerto Rico 1974 — 1977
BS, Biology, General
Matthew Mascera's Charles Schwab Experience April 2002 - November 2004
Job Senior Vice President at FBR
Industry Investment Banking
Experience
FBR June 2012 - Present
UBS Investment Bank November 2004 - April 2012
Charles Schwab April 2002 - November 2004
NDB Capital Markets June 1997 - April 2002
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Equity Research, Valuation, Alternative Investments, Equity Trading, Options, Trading
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, Finance, General
FBR June 2012 - Present
UBS Investment Bank November 2004 - April 2012
Charles Schwab April 2002 - November 2004
NDB Capital Markets June 1997 - April 2002
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Electronic Trading, Equity Research, Valuation, Alternative Investments, Equity Trading, Options, Trading
Education
Tulane University - A.B. Freeman School of Business 1993 — 1997
Bachelor of Science in Management, Finance, General
Alicia Sandoval's Charles Schwab Experience November 2007 - Present
Job Owner
Industry Financial Services
Experience
Medavia Brazilian Jiu Jitsu/Carlson Gracie Team AZ April 2014 - Present
Charles Schwab November 2007 - Present
Charles Schwab June 2006 - November 2007
Charles Schwab July 2003 - June 2006
Charles Schwab January 2002 - June 2003
Charles Schwab March 1999 - February 2002
Prudential Securities September 1997 - March 1999
Skills
Management, Project Management, Business Analysis, Leadership, Strategy, Financial Services, Process Improvement, Program Management, Investments, Series 7, Risk Management, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
Towson University 1994 — 1997
Bachelor of Arts (BA), Finance, General
Medavia Brazilian Jiu Jitsu/Carlson Gracie Team AZ April 2014 - Present
Charles Schwab November 2007 - Present
Charles Schwab June 2006 - November 2007
Charles Schwab July 2003 - June 2006
Charles Schwab January 2002 - June 2003
Charles Schwab March 1999 - February 2002
Prudential Securities September 1997 - March 1999
Skills
Management, Project Management, Business Analysis, Leadership, Strategy, Financial Services, Process Improvement, Program Management, Investments, Series 7, Risk Management, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
Towson University 1994 — 1997
Bachelor of Arts (BA), Finance, General
Michael Fama's Charles Schwab Experience August 2015 - Present
Job .
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Citizens Bank October 2012 - April 2015
Sutherland Global Services January 2011 - October 2012
Skills
Investments, Loans, Credit, Retail Banking, Banking, Financial Services, Mutual Funds, Wealth Management, Finance, Portfolio Management
Education
University at Buffalo 2006 — 2011
Bachelor of Arts (B.A.), Applied Economics
McQuaid Jesuit 2000 — 2006
Charles Schwab August 2015 - Present
Citizens Bank October 2012 - April 2015
Sutherland Global Services January 2011 - October 2012
Skills
Investments, Loans, Credit, Retail Banking, Banking, Financial Services, Mutual Funds, Wealth Management, Finance, Portfolio Management
Education
University at Buffalo 2006 — 2011
Bachelor of Arts (B.A.), Applied Economics
McQuaid Jesuit 2000 — 2006
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank