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
Brian LaTorre Brian LaTorre's Charles Schwab Experience September 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab September 2012 - September 2014
Loan Resolution Corporation August 2011 - September 2012
Prudential Financial January 2011 - July 2011
Avnet Technology Solutions May 2010 - August 2010
Delta Sigma Phi Fraternity June 2009 - May 2010
Arizona State University Sales Academy September 2008 - August 2009
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.S. degree, Marketing
Charles Schwab September 2014 - Present
Charles Schwab September 2012 - September 2014
Loan Resolution Corporation August 2011 - September 2012
Prudential Financial January 2011 - July 2011
Avnet Technology Solutions May 2010 - August 2010
Delta Sigma Phi Fraternity June 2009 - May 2010
Arizona State University Sales Academy September 2008 - August 2009
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
B.S. degree, Marketing
Ruba Zorob Ruba Zorob's Charles Schwab Experience June 2013 - August 2013
Job Relationship Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2015 - Present
Vanguard October 2014 - May 2015
Vanguard January 2014 - September 2014
Charles Schwab June 2013 - August 2013
Skills
Time Management, Financial Analysis, Microsoft Office, Creative Writing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (BS), Finance
JPMorgan Chase & Co. June 2015 - Present
Vanguard October 2014 - May 2015
Vanguard January 2014 - September 2014
Charles Schwab June 2013 - August 2013
Skills
Time Management, Financial Analysis, Microsoft Office, Creative Writing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (BS), Finance
Thomas Shillingburg Thomas Shillingburg's Charles Schwab Experience May 2014 - Present
Job Relationship Specialist
Industry Investment Banking
Experience
Charles Schwab May 2014 - Present
The Rusty Spur Saloon December 2007 - Present
Applied Biologics LLC February 2013 - January 2014
Ra Sushi February 2007 - March 2008
Tempe Mission Palms Hotel August 2007 - January 2008
Cherry Lounge and Pit December 2006 - March 2007
The Tavern on Mill July 2006 - December 2006
The Library Bar and Grill July 2005 - June 2006
Frazee Paint September 2004 - July 2005
U.S. Construction June 2004 - August 2004
Skills
Customer Service, Problem Solving, Team Building, Scheduling, Excel, Eviews, Stata, Word, PowerPoint, Microsoft Word, Microsoft Excel, Conflict Resolution, Time Management, Logistics, Process Scheduler, Inventory Control, Sales, Management, Budgets, Access, Cross-functional Team..., Microsoft Office, Leadership, Event Planning, Supervisory Skills, Event Management, Data Analysis, Outlook, Financial Analysis, Team Leadership, NetSuite, Sage CRM, Medical Devices, Marketing, Facebook, Customer Satisfaction, Training, Coaching, Leadership Development, Healthcare
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science, Economics
Mesa Community College 2007 — 2010
Associate in Arts, Business/Commerce, General
Mesa Community College 2006 — 2006
EMT-B, Emergency Medical Technician
Arizona Regional Fire Academy 2005 — 2006
Certification, Firefighting
Charles Schwab May 2014 - Present
The Rusty Spur Saloon December 2007 - Present
Applied Biologics LLC February 2013 - January 2014
Ra Sushi February 2007 - March 2008
Tempe Mission Palms Hotel August 2007 - January 2008
Cherry Lounge and Pit December 2006 - March 2007
The Tavern on Mill July 2006 - December 2006
The Library Bar and Grill July 2005 - June 2006
Frazee Paint September 2004 - July 2005
U.S. Construction June 2004 - August 2004
Skills
Customer Service, Problem Solving, Team Building, Scheduling, Excel, Eviews, Stata, Word, PowerPoint, Microsoft Word, Microsoft Excel, Conflict Resolution, Time Management, Logistics, Process Scheduler, Inventory Control, Sales, Management, Budgets, Access, Cross-functional Team..., Microsoft Office, Leadership, Event Planning, Supervisory Skills, Event Management, Data Analysis, Outlook, Financial Analysis, Team Leadership, NetSuite, Sage CRM, Medical Devices, Marketing, Facebook, Customer Satisfaction, Training, Coaching, Leadership Development, Healthcare
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science, Economics
Mesa Community College 2007 — 2010
Associate in Arts, Business/Commerce, General
Mesa Community College 2006 — 2006
EMT-B, Emergency Medical Technician
Arizona Regional Fire Academy 2005 — 2006
Certification, Firefighting
Brandon Kawal Brandon Kawal's Charles Schwab Experience July 2012 - January 2014
Job Consultant at Advisor Growth Strategies
Industry Management Consulting
Experience
Advisor Growth Strategies LLC January 2014 - Present
Charles Schwab July 2012 - January 2014
Charles Schwab & Co 2009 - July 2012
Helzberg Diamonds 2008 - 2009
New York Mets 2007 - 2008
Skills
Analysis, Investments, Competitive Analysis, Valuation Modeling, Compensation Strategies, Financial Analysis, Business Strategy, Asset Allocation, Microsoft Excel, Business Development, Management, Retirement Planning, Series 7, Management Consulting, PowerPoint, Forecasting, New Business Development, Valuation, Fixed Income, Equities, Asset Management, Excel, Market Research, Business Analysis, Strategic Planning, Succession Planning, Equity Compensation, Entity Formations
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration, Finance, International Business
Concordia University-Irvine
Bachelors, Business Adminstration
Advisor Growth Strategies LLC January 2014 - Present
Charles Schwab July 2012 - January 2014
Charles Schwab & Co 2009 - July 2012
Helzberg Diamonds 2008 - 2009
New York Mets 2007 - 2008
Skills
Analysis, Investments, Competitive Analysis, Valuation Modeling, Compensation Strategies, Financial Analysis, Business Strategy, Asset Allocation, Microsoft Excel, Business Development, Management, Retirement Planning, Series 7, Management Consulting, PowerPoint, Forecasting, New Business Development, Valuation, Fixed Income, Equities, Asset Management, Excel, Market Research, Business Analysis, Strategic Planning, Succession Planning, Equity Compensation, Entity Formations
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration, Finance, International Business
Concordia University-Irvine
Bachelors, Business Adminstration
Deshon Robinson Deshon Robinson's Charles Schwab Experience May 2015 - Present
Job Client Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab February 2015 - Present
Charles Schwab January 2013 - Present
Claim Jumper Restaurants July 2012 - January 2013
Equity Methods April 2011 - July 2012
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Economics
Central Michigan University
Bachelor’s Degree, Entrepreneurship
Charles Schwab May 2015 - Present
Charles Schwab February 2015 - Present
Charles Schwab January 2013 - Present
Claim Jumper Restaurants July 2012 - January 2013
Equity Methods April 2011 - July 2012
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Economics
Central Michigan University
Bachelor’s Degree, Entrepreneurship
James Roland James Roland's Charles Schwab Experience June 2006 - June 2007
Job Regional Director at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors January 2014 - Present
James Alpha Management 2012 - January 2014
Walton International Group January 2008 - April 2012
Walton International Group June 2007 - January 2008
Charles Schwab June 2006 - June 2007
Vanguard June 2005 - June 2006
Skills
Series 7, Real Estate Investment, Investments, Real Estate, Securities, Wealth Management, Funding, New Business Development, Negotiation, FINRA, Salesforce.com, Sales, Investment Properties, Asset Managment, Asset Allocation, Selling, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Trading, Relationship Management, Uniform Combined State..., Management, Finance, Equities, Strategic Financial..., Series 63, Asset Management, Strategy, Fixed Income, Business Development, Bonds, ETFs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Series 24, Investment Sales, Mutual Funds, Wholesale Banking, Vice Presidents, Hedge Funds, Series 65, CRM, Retirement, Options, 401k, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S., Economics
Henderson Global Investors January 2014 - Present
James Alpha Management 2012 - January 2014
Walton International Group January 2008 - April 2012
Walton International Group June 2007 - January 2008
Charles Schwab June 2006 - June 2007
Vanguard June 2005 - June 2006
Skills
Series 7, Real Estate Investment, Investments, Real Estate, Securities, Wealth Management, Funding, New Business Development, Negotiation, FINRA, Salesforce.com, Sales, Investment Properties, Asset Managment, Asset Allocation, Selling, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Trading, Relationship Management, Uniform Combined State..., Management, Finance, Equities, Strategic Financial..., Series 63, Asset Management, Strategy, Fixed Income, Business Development, Bonds, ETFs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Series 24, Investment Sales, Mutual Funds, Wholesale Banking, Vice Presidents, Hedge Funds, Series 65, CRM, Retirement, Options, 401k, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S., Economics
TERON RUSHING TERON RUSHING's Charles Schwab Experience August 2011 - September 2013
Job Showband Musician for Carnival Cruise Lines
Industry Music
Experience
Charles Schwab August 2011 - September 2013
Arizona Federal Credit Union December 2007 - June 2012
Arizona State University January 2009 - May 2009
Arizona Federal Credit Union March 2007 - December 2007
United Blood Services August 2005 - March 2007
Skills
Call Center, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Research, Data Entry, Outlook, Call Centers, Leadership, Training, Access, Social Networking, Social Media, Windows, Facebook, Teaching
Education
Musicians Institute 2013 — 2014
Arizona State University 2007 — 2009
Bachelors of Science
South Mountain Community College 2005 — 2007
Associates; Associate of Arts
Charles Schwab August 2011 - September 2013
Arizona Federal Credit Union December 2007 - June 2012
Arizona State University January 2009 - May 2009
Arizona Federal Credit Union March 2007 - December 2007
United Blood Services August 2005 - March 2007
Skills
Call Center, Customer Service, Public Speaking, Strategic Planning, Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Research, Data Entry, Outlook, Call Centers, Leadership, Training, Access, Social Networking, Social Media, Windows, Facebook, Teaching
Education
Musicians Institute 2013 — 2014
Arizona State University 2007 — 2009
Bachelors of Science
South Mountain Community College 2005 — 2007
Associates; Associate of Arts
Stacy Zimmerman, MBA Stacy Zimmerman, MBA's Charles Schwab Experience August 2013 - January 2014
Job Looking for a new and exciting challenge!
Industry Financial Services
Experience
USA Advertising Consultants January 2014 - Present
Charles Schwab August 2013 - January 2014
Arista Medical Imaging December 2010 - August 2013
Celerion March 2012 - November 2012
City of Mesa May 1999 - September 2011
Fitness Works August 2002 - January 2010
Skills
Operations Management, Customer Service, Microsoft Office, Leadership, Strategic Planning, Data Analysis, Healthcare, Public Speaking, Team Building, Budgets, Event Planning, Microsoft Excel, Microsoft Word, Team Leadership, Time Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Arizona State University 2004 — 2008
Bachelor of Science (BS), Kinesiology and Exercise Science
USA Advertising Consultants January 2014 - Present
Charles Schwab August 2013 - January 2014
Arista Medical Imaging December 2010 - August 2013
Celerion March 2012 - November 2012
City of Mesa May 1999 - September 2011
Fitness Works August 2002 - January 2010
Skills
Operations Management, Customer Service, Microsoft Office, Leadership, Strategic Planning, Data Analysis, Healthcare, Public Speaking, Team Building, Budgets, Event Planning, Microsoft Excel, Microsoft Word, Team Leadership, Time Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Arizona State University 2004 — 2008
Bachelor of Science (BS), Kinesiology and Exercise Science
Scott Krollman Scott Krollman's Charles Schwab Experience June 2014 - August 2014
Job Investor Services Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - August 2014
Nike October 2013 - May 2014
Innovative Marketing Solutions May 2012 - August 2013
Oakwood Worldwide June 2011 - August 2011
Skills
Critical Thinking, Listener, Organization, Team Leadership, Teamwork, Finance, Marketing, International Business, Communication, Analysis
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Crystal Lake Central High School 2007 — 2011
Charles Schwab June 2014 - August 2014
Nike October 2013 - May 2014
Innovative Marketing Solutions May 2012 - August 2013
Oakwood Worldwide June 2011 - August 2011
Skills
Critical Thinking, Listener, Organization, Team Leadership, Teamwork, Finance, Marketing, International Business, Communication, Analysis
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
Crystal Lake Central High School 2007 — 2011
Stephen Sabatini Stephen Sabatini's Charles Schwab Experience January 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
PepsiCo - Pepsi Beverages Company 2011 - 2013
Skills
Sales, Series 7, Series 63
Education
Arizona State University
Bachelor of Science (BS), Economics
Charles Schwab January 2014 - Present
PepsiCo - Pepsi Beverages Company 2011 - 2013
Skills
Sales, Series 7, Series 63
Education
Arizona State University
Bachelor of Science (BS), Economics
Mohan Moorthy's Charles Schwab Experience June 2013 - October 2013
Job Software Test Analyst at General Motors
Industry Information Technology and Services
Experience
General Motors September 2014 - Present
Apollo Education Group May 2014 - August 2014
Arizona State University September 2012 - July 2014
The Salvation Army January 2012 - May 2014
Charles Schwab June 2013 - October 2013
Skills
Time Management, Application Lifecycle..., Microsoft Excel, Outlook, Business Strategy, Higher Education, Social Networking, Team Leadership, Research, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Windows, Community Outreach
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master's degree, Business Analytics
Arizona State University - W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Computer Information Systems
Arizona State University - College of Liberal Arts and Sciences 2010 — 2012
Bachelor of Science (BS), Psychology
Horizon Honors High School 2007 — 2010
General Motors September 2014 - Present
Apollo Education Group May 2014 - August 2014
Arizona State University September 2012 - July 2014
The Salvation Army January 2012 - May 2014
Charles Schwab June 2013 - October 2013
Skills
Time Management, Application Lifecycle..., Microsoft Excel, Outlook, Business Strategy, Higher Education, Social Networking, Team Leadership, Research, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Windows, Community Outreach
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master's degree, Business Analytics
Arizona State University - W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Computer Information Systems
Arizona State University - College of Liberal Arts and Sciences 2010 — 2012
Bachelor of Science (BS), Psychology
Horizon Honors High School 2007 — 2010
Steve Sturgeon Steve Sturgeon's Charles Schwab Experience 2000 - 2001
Job VP at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
M&T Bank 2001 - April 2015
Charles Schwab 2000 - 2001
Goldberg & Osborne 1997 - 2000
Skills
Risk Management, Financial Services, Process Improvement, Change Management, Fund Accounting, Collective Investment..., Unitizations, Investments, Securities, Equities, Fixed Income, Mutual Funds, Asset Allocation, Operations Management, Transfer Agency, Banking, Finance, Portfolio Management, Retirement Planning, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelor's Degree, Finance, General, Summa Cum Laude
Matrix Financial Solutions April 2015 - Present
M&T Bank 2001 - April 2015
Charles Schwab 2000 - 2001
Goldberg & Osborne 1997 - 2000
Skills
Risk Management, Financial Services, Process Improvement, Change Management, Fund Accounting, Collective Investment..., Unitizations, Investments, Securities, Equities, Fixed Income, Mutual Funds, Asset Allocation, Operations Management, Transfer Agency, Banking, Finance, Portfolio Management, Retirement Planning, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelor's Degree, Finance, General, Summa Cum Laude
Josh Gardenhire's Charles Schwab Experience August 2010 - April 2012
Job eCommerce Manager, Entrepreneur, Financial Professional, Trader
Industry Financial Services
Experience
Ski Pro Inc. October 2013 - Present
A^Mountain Financial July 2012 - October 2013
Charles Schwab August 2010 - April 2012
JPMorgan Chase January 2008 - May 2010
Northwestern Mutual October 2006 - April 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, SQL, Accounting, Business Strategy, Strategic Financial..., Financial Modeling, Negotiation, Customer Service..., Training, Finance, Sales, Financial Services, Retail, Portfolio Management, Corporate Finance, Retail Banking, Mortgage Lending, Capital Markets, Sarbanes-Oxley Act, Leadership Development, Securities, Mutual Funds, Inventory Management, Loans, Analysis, Strategy, Series 7, Equities, Insurance, Financial Reporting, Hedge Funds, Market Research, Series 63, Options, AML, Relationship Management, Building Relationships, Investment Strategies, Outlook, Credit, PeopleSoft
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General, 3.13
Chandler/Gilbert Community College 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Nicholls State University 2003 — 2003
Associate's degree, International Relations and Affairs
Ski Pro Inc. October 2013 - Present
A^Mountain Financial July 2012 - October 2013
Charles Schwab August 2010 - April 2012
JPMorgan Chase January 2008 - May 2010
Northwestern Mutual October 2006 - April 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, SQL, Accounting, Business Strategy, Strategic Financial..., Financial Modeling, Negotiation, Customer Service..., Training, Finance, Sales, Financial Services, Retail, Portfolio Management, Corporate Finance, Retail Banking, Mortgage Lending, Capital Markets, Sarbanes-Oxley Act, Leadership Development, Securities, Mutual Funds, Inventory Management, Loans, Analysis, Strategy, Series 7, Equities, Insurance, Financial Reporting, Hedge Funds, Market Research, Series 63, Options, AML, Relationship Management, Building Relationships, Investment Strategies, Outlook, Credit, PeopleSoft
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General, 3.13
Chandler/Gilbert Community College 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Nicholls State University 2003 — 2003
Associate's degree, International Relations and Affairs
Christopher Boan Christopher Boan's Charles Schwab Experience June 2005 - December 2006
Job Program Management, Planning and Operations Dynamic Systems, Inc.
Industry Information Technology and Services
Experience
Dynamic Systems, Inc September 2014 - Present
Reverse Mortgage Solutions, Inc. March 2014 - August 2014
Lockheed Martin January 2008 - February 2014
Vanguard January 2006 - January 2008
Charles Schwab June 2005 - December 2006
Skills
Earned Value Management, Engineering Management, Engineering, DoD, Security Clearance, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Project Management, Microsoft Office, Artemis, Cisco MARS, WebFOCUS, Mutual Funds, 401k Rollovers, Cost Accounting, Call Centers, Client Education, PowerPoint, Analysis, MS Project, Access, Forecasting, Finance, Budgets, Program Management, Process Improvement, Project Planning
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
University of Tennessee at Martin
Accounting and Business/Management
Dynamic Systems, Inc September 2014 - Present
Reverse Mortgage Solutions, Inc. March 2014 - August 2014
Lockheed Martin January 2008 - February 2014
Vanguard January 2006 - January 2008
Charles Schwab June 2005 - December 2006
Skills
Earned Value Management, Engineering Management, Engineering, DoD, Security Clearance, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Project Management, Microsoft Office, Artemis, Cisco MARS, WebFOCUS, Mutual Funds, 401k Rollovers, Cost Accounting, Call Centers, Client Education, PowerPoint, Analysis, MS Project, Access, Forecasting, Finance, Budgets, Program Management, Process Improvement, Project Planning
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
University of Tennessee at Martin
Accounting and Business/Management
Weston Whittaker Weston Whittaker's Charles Schwab Experience January 2000 - October 2005
Job Loyalty Manager at Infusionsoft
Industry Sports
Experience
Infusionsoft February 2015 - Present
GoDaddy.com August 2013 - February 2015
Self-employed April 2007 - May 2013
USAA October 2005 - November 2006
Charles Schwab January 2000 - October 2005
Skills
Japanese, Series 7, Series 63, Series 65, AAMS, CMFC, Computer Proficiency, Sales, Management, Insurance, Business Development, Banking, Finance, Investments, Portfolio Management, Small Business, Customer Service, Strategic Planning, Team Building, Entrepreneurship, Leadership, Financial Planning, Marketing
Education
Arizona State University - W. P. Carey School of Business 1994 — 1997
Bachelor of Science (B.S.)
Arizona State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Infusionsoft February 2015 - Present
GoDaddy.com August 2013 - February 2015
Self-employed April 2007 - May 2013
USAA October 2005 - November 2006
Charles Schwab January 2000 - October 2005
Skills
Japanese, Series 7, Series 63, Series 65, AAMS, CMFC, Computer Proficiency, Sales, Management, Insurance, Business Development, Banking, Finance, Investments, Portfolio Management, Small Business, Customer Service, Strategic Planning, Team Building, Entrepreneurship, Leadership, Financial Planning, Marketing
Education
Arizona State University - W. P. Carey School of Business 1994 — 1997
Bachelor of Science (B.S.)
Arizona State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Kendall Hutchings Kendall Hutchings's Charles Schwab Experience November 2011 - March 2013
Job Associate Vice President Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital April 2013 - March 2015
Charles Schwab November 2011 - March 2013
Skills
Series 7, Customer Service, Trading, Series 63, Marketing, Advertising, Equities, Investments, Market Research, Salesforce.com, Securities, Microsoft Excel, Sales, Negotiation, Leadership, Asset Management, Bloomberg, Bloomberg Terminal, Economics, Event Planning, Finance, Financial Analysis, Financial Advisory, Options, Portfolio Management, Social Media, Time Management, Alternative Investments, REITs, Emerging Markets, Foreign Markets, Economic Calendar, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
BA, International Business, Communication
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital April 2013 - March 2015
Charles Schwab November 2011 - March 2013
Skills
Series 7, Customer Service, Trading, Series 63, Marketing, Advertising, Equities, Investments, Market Research, Salesforce.com, Securities, Microsoft Excel, Sales, Negotiation, Leadership, Asset Management, Bloomberg, Bloomberg Terminal, Economics, Event Planning, Finance, Financial Analysis, Financial Advisory, Options, Portfolio Management, Social Media, Time Management, Alternative Investments, REITs, Emerging Markets, Foreign Markets, Economic Calendar, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
BA, International Business, Communication
Tanya Moushi Tanya Moushi's Charles Schwab Experience September 2010 - May 2012
Job EmpathyRooted Entrepreneur
Industry Think Tanks
Experience
moushi.co September 2008 - Present
GreaterThan Coffee January 2013 - August 2014
Charles Schwab September 2010 - May 2012
Skills
Creative..., Coffee Shops, Entrepreneurship..., User Experience Design, Presentation Design, Squarespace, Inspiration, Competitive Analysis, Market Research, Human Relationship, Social Responsibility, Marketing, Experience Design, Empathy, Start-ups, User Scenarios, User Experience, Information Architecture, Usability Testing, Content Strategy, Contextual Inquiry, Web Analytics, E-commerce, Relationship Marketing, Creative Writing, Presentation Development, Web Design, Poetry, Copywriting, Small Business, Customer Service, Entrepreneurship, Public Speaking, Social Media, Social Media Marketing
Education
Arizona State University 2011 — 2014
Masters of Arts in Interdisciplinary Studies, Business Philosophy
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelors of Science, Global Business, Philosophy, 3.6
moushi.co September 2008 - Present
GreaterThan Coffee January 2013 - August 2014
Charles Schwab September 2010 - May 2012
Skills
Creative..., Coffee Shops, Entrepreneurship..., User Experience Design, Presentation Design, Squarespace, Inspiration, Competitive Analysis, Market Research, Human Relationship, Social Responsibility, Marketing, Experience Design, Empathy, Start-ups, User Scenarios, User Experience, Information Architecture, Usability Testing, Content Strategy, Contextual Inquiry, Web Analytics, E-commerce, Relationship Marketing, Creative Writing, Presentation Development, Web Design, Poetry, Copywriting, Small Business, Customer Service, Entrepreneurship, Public Speaking, Social Media, Social Media Marketing
Education
Arizona State University 2011 — 2014
Masters of Arts in Interdisciplinary Studies, Business Philosophy
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelors of Science, Global Business, Philosophy, 3.6
Dan Gleason Dan Gleason's Charles Schwab Experience March 2015 - Present
Job Director Information Management Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab October 2009 - March 2015
Charles Schwab September 2010 - July 2014
Charles Schwab February 2006 - October 2009
Charles Schwab July 2004 - August 2007
Charles Schwab January 2000 - July 2004
Charles Schwab September 1997 - January 2000
Entex Information Services June 1996 - September 1997
Entex Information Services November 1994 - June 1996
Norman Equipment March 1994 - November 1994
Skills
SDLC, Information Security, Vendor Management, Enterprise Architecture, IT Management, Disaster Recovery, IT Strategy, Project Management, Oracle Database, PL/SQL, Reporting & Analysis, Business Objects, Offshore Management, Database Security, Teradata Data Warehouse, ESP, Unix, 24x7 Production Support, Data Modeling, C#, SharePoint, SQL, Management, Databases, Business Intelligence, Oracle
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Executive MBA
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Computer Information Systems
Charles Schwab March 2015 - Present
Charles Schwab October 2009 - March 2015
Charles Schwab September 2010 - July 2014
Charles Schwab February 2006 - October 2009
Charles Schwab July 2004 - August 2007
Charles Schwab January 2000 - July 2004
Charles Schwab September 1997 - January 2000
Entex Information Services June 1996 - September 1997
Entex Information Services November 1994 - June 1996
Norman Equipment March 1994 - November 1994
Skills
SDLC, Information Security, Vendor Management, Enterprise Architecture, IT Management, Disaster Recovery, IT Strategy, Project Management, Oracle Database, PL/SQL, Reporting & Analysis, Business Objects, Offshore Management, Database Security, Teradata Data Warehouse, ESP, Unix, 24x7 Production Support, Data Modeling, C#, SharePoint, SQL, Management, Databases, Business Intelligence, Oracle
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Executive MBA
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Computer Information Systems
Nicholas Headley, MBA Nicholas Headley, MBA's Charles Schwab Experience January 2013 - September 2014
Job Internal Sales Representative at Walton International Group
Industry Financial Services
Experience
Walton International Group September 2014 - Present
Charles Schwab January 2013 - September 2014
Wilmington Trust May 2011 - December 2012
Wilmington Trust July 2008 - May 2011
Royal United, LLC June 2006 - August 2007
Skills
Financial Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Investments, Valuation, Morningstar, Financial Advisory, Financial Statement..., Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
BS, Finance
Walton International Group September 2014 - Present
Charles Schwab January 2013 - September 2014
Wilmington Trust May 2011 - December 2012
Wilmington Trust July 2008 - May 2011
Royal United, LLC June 2006 - August 2007
Skills
Financial Analysis, Strategic Financial..., Bloomberg, Portfolio Management, Investments, Valuation, Morningstar, Financial Advisory, Financial Statement..., Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
BS, Finance
Shane Lunneborg Shane Lunneborg's Charles Schwab Experience September 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab February 2013 - September 2014
United States Army Reserve January 2008 - March 2014
University of Phoenix July 2011 - February 2013
Blooming Desert LLC January 2009 - July 2011
Skills
Leadership, Training, Sales, Customer Service, Management, Project Planning, Microsoft Excel, PowerPoint, Sales Management, Time Management, Finance, Customer Retention, Conflict Management, Communication, Multi Tasking, Customer Satisfaction, Team Building
Education
Arizona State University, W. P. Carey School of Business 2009 — 2012
B.A., Business (Communication)
Charles Schwab September 2014 - Present
Charles Schwab February 2013 - September 2014
United States Army Reserve January 2008 - March 2014
University of Phoenix July 2011 - February 2013
Blooming Desert LLC January 2009 - July 2011
Skills
Leadership, Training, Sales, Customer Service, Management, Project Planning, Microsoft Excel, PowerPoint, Sales Management, Time Management, Finance, Customer Retention, Conflict Management, Communication, Multi Tasking, Customer Satisfaction, Team Building
Education
Arizona State University, W. P. Carey School of Business 2009 — 2012
B.A., Business (Communication)
James Ky James Ky's Charles Schwab Experience September 2012 - May 2013
Job Experienced Financial and Investment Analyst
Industry Financial Services
Experience
Liberty Mutual Insurance January 2015 - July 2015
Merrill Edge July 2014 - December 2014
OfficeMax September 2013 - February 2014
Charles Schwab September 2012 - May 2013
The University of Arizona August 2011 - May 2012
NK Concierge February 2009 - May 2012
Skills
Microsoft Excel, Finance, Public Speaking, Data Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Customer Service, Forecasting, Financial Analysis, Financial Reporting, Budgets
Education
Arizona State University - W. P. Carey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.75
University of Arizona, Eller College of Management 2008 — 2012
Bachelor's Degree, Business Administration and Management, Finance and Investments, 3.48
Liberty Mutual Insurance January 2015 - July 2015
Merrill Edge July 2014 - December 2014
OfficeMax September 2013 - February 2014
Charles Schwab September 2012 - May 2013
The University of Arizona August 2011 - May 2012
NK Concierge February 2009 - May 2012
Skills
Microsoft Excel, Finance, Public Speaking, Data Analysis, Microsoft Office, PowerPoint, Statistics, Microsoft Word, Customer Service, Forecasting, Financial Analysis, Financial Reporting, Budgets
Education
Arizona State University - W. P. Carey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.75
University of Arizona, Eller College of Management 2008 — 2012
Bachelor's Degree, Business Administration and Management, Finance and Investments, 3.48
Brian Druding Brian Druding's Charles Schwab Experience December 2011 - Present
Job Sr. SpecialistInstitutional Mutual Fund Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Charles Schwab October 2008 - December 2012
Bank of America June 2007 - October 2008
Advantage Sales & Marketing May 2006 - August 2006
Skills
Healthcare Management, Financial Analysis, Supply Chain..., Risk Management, Mortgage Lending, Mutual Funds, Accounting, Management, Investments, Strategic Financial..., Credit, Finance, Options, Financial Modeling, Sales, Microsoft Excel, Financial Reporting, Banking, Real Estate, Outlook, Microsoft Word, Strategic Planning, Microsoft Office, Financial Accounting, Account Reconciliation, Customer Service, Behavioral Economics, Equities
Education
Arizona State University - W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Healthcare Management
University of Arizona 2003 — 2007
Bachelor's, Accounting
Woodbridge High School 1999 — 2003
Charles Schwab December 2011 - Present
Charles Schwab October 2008 - December 2012
Bank of America June 2007 - October 2008
Advantage Sales & Marketing May 2006 - August 2006
Skills
Healthcare Management, Financial Analysis, Supply Chain..., Risk Management, Mortgage Lending, Mutual Funds, Accounting, Management, Investments, Strategic Financial..., Credit, Finance, Options, Financial Modeling, Sales, Microsoft Excel, Financial Reporting, Banking, Real Estate, Outlook, Microsoft Word, Strategic Planning, Microsoft Office, Financial Accounting, Account Reconciliation, Customer Service, Behavioral Economics, Equities
Education
Arizona State University - W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Healthcare Management
University of Arizona 2003 — 2007
Bachelor's, Accounting
Woodbridge High School 1999 — 2003
Shane Peck's Charles Schwab Experience 1995 - 1996
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2003 - Present
Semple & Cooper, LLP 2002 - 2003
PwC 2000 - 2001
Semple & Cooper, LLP 1996 - 2000
Charles Schwab 1995 - 1996
Olde Discount Stockbrokers 1994 - 1995
Skills
SEC filings, Auditing, CPA, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Assurance, Accounting, Financial Accounting, Revenue Recognition, Audits of Employee...
Education
Arizona State University, W. P. Carey School of Business
Bowling Green State University
Bachelor of Science (B.S.), Accounting
BDO USA, LLP November 2003 - Present
Semple & Cooper, LLP 2002 - 2003
PwC 2000 - 2001
Semple & Cooper, LLP 1996 - 2000
Charles Schwab 1995 - 1996
Olde Discount Stockbrokers 1994 - 1995
Skills
SEC filings, Auditing, CPA, Internal Controls, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Reporting, Assurance, Accounting, Financial Accounting, Revenue Recognition, Audits of Employee...
Education
Arizona State University, W. P. Carey School of Business
Bowling Green State University
Bachelor of Science (B.S.), Accounting
Derek Umbarger Derek Umbarger's Charles Schwab Experience May 2011 - December 2013
Job Relationship Manager at Solium Capital
Industry Investment Management
Experience
Solium January 2014 - Present
Charles Schwab May 2011 - December 2013
Wells Fargo Bank 2009 - 2011
E4 GROUP, LLC June 2007 - January 2009
Kappa Sigma Fraternity 2003 - 2008
Power Buick Pontiac & GMC February 2006 - November 2006
Skills
Direct Sales, Marketing, Customer Service, Sales, Leadership, Relationship Management, Analysis, Microsoft Excel, Business Development, Training, Recruiting, Finance, Investments, Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2008
Finance, Minor in Economics
Berkshire Prep School 1999 — 2003
Solium January 2014 - Present
Charles Schwab May 2011 - December 2013
Wells Fargo Bank 2009 - 2011
E4 GROUP, LLC June 2007 - January 2009
Kappa Sigma Fraternity 2003 - 2008
Power Buick Pontiac & GMC February 2006 - November 2006
Skills
Direct Sales, Marketing, Customer Service, Sales, Leadership, Relationship Management, Analysis, Microsoft Excel, Business Development, Training, Recruiting, Finance, Investments, Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2008
Finance, Minor in Economics
Berkshire Prep School 1999 — 2003
James Audiss, Jr. James Audiss, Jr.'s Charles Schwab Experience October 2014 - Present
Job Financial Services Professional | High Net Worth Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab July 2013 - October 2014
Conover Insurance May 2012 - August 2012
Eagle Luxury Properties May 2009 - August 2011
Skills
Microsoft Excel, Outlook, Microsoft Word, Leadership, Budgets, Fundraising, Management, Recruiting, Analysis, Finance, Financial Analysis, Access, Data Analysis, Project Management, Insurance, Risk Management, Teamwork, Time Management
Education
Arizona State University - W. P. Carey School of Business 2009 — 2013
American University of Rome 2013 — 2013
Charles Schwab October 2014 - Present
Charles Schwab July 2013 - October 2014
Conover Insurance May 2012 - August 2012
Eagle Luxury Properties May 2009 - August 2011
Skills
Microsoft Excel, Outlook, Microsoft Word, Leadership, Budgets, Fundraising, Management, Recruiting, Analysis, Finance, Financial Analysis, Access, Data Analysis, Project Management, Insurance, Risk Management, Teamwork, Time Management
Education
Arizona State University - W. P. Carey School of Business 2009 — 2013
American University of Rome 2013 — 2013
Terrance Purcell's Charles Schwab Experience September 2015 - Present
Job Staff Information Systems Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
Maricopa County OET December 2013 - September 2015
RL Canning June 2013 - December 2013
United States Air Force August 2007 - June 2013
United States Air Force June 2010 - June 2011
USAF Kunsan June 2009 - June 2010
United States Air Force January 2008 - June 2009
Walgreens 2007 - 2007
Skills
DoD, Security Clearance, Military, Project Management, Air Force, Team Leadership, Active Directory, Microsoft Exchange, Servers, Troubleshooting, BMC Remedy, Hardware, System Administration, Vulnerability Assessment, Windows Server, Unix, Networking, Network Security, VMware, Security+, Laptops, CompTIA Security+
Education
Park University 2009 — 2013
Bachelor of Science, Management/Computer Information Systems
Arizona State University 2006 — 2007
Charles Schwab September 2015 - Present
Maricopa County OET December 2013 - September 2015
RL Canning June 2013 - December 2013
United States Air Force August 2007 - June 2013
United States Air Force June 2010 - June 2011
USAF Kunsan June 2009 - June 2010
United States Air Force January 2008 - June 2009
Walgreens 2007 - 2007
Skills
DoD, Security Clearance, Military, Project Management, Air Force, Team Leadership, Active Directory, Microsoft Exchange, Servers, Troubleshooting, BMC Remedy, Hardware, System Administration, Vulnerability Assessment, Windows Server, Unix, Networking, Network Security, VMware, Security+, Laptops, CompTIA Security+
Education
Park University 2009 — 2013
Bachelor of Science, Management/Computer Information Systems
Arizona State University 2006 — 2007
Brandon Neil Brandon Neil's Charles Schwab Experience May 2015 - Present
Job Process and Operations Team Manager Independent Branch Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab July 2012 - May 2015
Charles Schwab June 2009 - July 2012
Charles Schwab October 2007 - June 2009
Target April 2006 - October 2007
Skills
Gallup StrengthsFinder:..., Series 7, Series 63, CRM software, Series 9/10, Client Loyalty Champion, Salesforce.com, Net Promoter Score, Building Customer..., Escalation Resolution, Product Design, Subject Matter Experts, Employee Engagement, Leadership, Development & delivery..., StrengthsFinder, Operations Management, Team Management, Logistics Management, Workforce Planning, Time Management, Multi Tasking, Microsoft Office, Outlook, Retail Category..., New Store Development, Store Management, Restaurant Management, Procedure Development, Procedure Review, Problem Solving, FINRA, Uniform Combined State..., Equities, Asset Allocation, Financial Services, Relationship Management, Customer Service, Call Centers, Product Development, Securities, CRM, Project Management
Education
Colorado State University 2004 — 2005
Bachelor of Science (B.S.), Marketing; Management
Arizona State University, W. P. Carey School of Business 2001 — 2004
Marketing
Charles Schwab May 2015 - Present
Charles Schwab July 2012 - May 2015
Charles Schwab June 2009 - July 2012
Charles Schwab October 2007 - June 2009
Target April 2006 - October 2007
Skills
Gallup StrengthsFinder:..., Series 7, Series 63, CRM software, Series 9/10, Client Loyalty Champion, Salesforce.com, Net Promoter Score, Building Customer..., Escalation Resolution, Product Design, Subject Matter Experts, Employee Engagement, Leadership, Development & delivery..., StrengthsFinder, Operations Management, Team Management, Logistics Management, Workforce Planning, Time Management, Multi Tasking, Microsoft Office, Outlook, Retail Category..., New Store Development, Store Management, Restaurant Management, Procedure Development, Procedure Review, Problem Solving, FINRA, Uniform Combined State..., Equities, Asset Allocation, Financial Services, Relationship Management, Customer Service, Call Centers, Product Development, Securities, CRM, Project Management
Education
Colorado State University 2004 — 2005
Bachelor of Science (B.S.), Marketing; Management
Arizona State University, W. P. Carey School of Business 2001 — 2004
Marketing
Brian Kissler Brian Kissler's Charles Schwab Experience May 2011 - February 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2012 - Present
Charles Schwab May 2011 - February 2012
x February 2003 - April 2011
Lebensart Technology 2001 - 2003
Skills
PL/SQL, Oracle, SQL, Business Objects, Requirements Analysis, DB2, Unix, Toad, JavaScript, AJAX, HTML, ASP, SAS, Oracle Reports, Teradata, Mortgage Lending, Oracle Application..., SDLC, Visio, ETL, Business Intelligence, Crystal Reports, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 1997 — 2009
Bachelor of Science, Computer Information Systems
JPMorgan Chase February 2012 - Present
Charles Schwab May 2011 - February 2012
x February 2003 - April 2011
Lebensart Technology 2001 - 2003
Skills
PL/SQL, Oracle, SQL, Business Objects, Requirements Analysis, DB2, Unix, Toad, JavaScript, AJAX, HTML, ASP, SAS, Oracle Reports, Teradata, Mortgage Lending, Oracle Application..., SDLC, Visio, ETL, Business Intelligence, Crystal Reports, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 1997 — 2009
Bachelor of Science, Computer Information Systems
Dillon McCloud Dillon McCloud's Charles Schwab Experience January 2015 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab May 2014 - August 2014
Wells Fargo July 2012 - May 2014
Discount Tire Company August 2011 - June 2012
Subway June 2010 - August 2011
Skills
Finance, Team Leadership, Time Management, Customer Service, Microsoft Office, IBM Mainframe, Accounts Payable
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Bachelor's Degree, Finance, Cum Laude
Chandler/Gilbert Community College 2011 — 2013
Accounting and Finance
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Desert Vista High School
Charles Schwab January 2015 - Present
Charles Schwab May 2014 - August 2014
Wells Fargo July 2012 - May 2014
Discount Tire Company August 2011 - June 2012
Subway June 2010 - August 2011
Skills
Finance, Team Leadership, Time Management, Customer Service, Microsoft Office, IBM Mainframe, Accounts Payable
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Bachelor's Degree, Finance, Cum Laude
Chandler/Gilbert Community College 2011 — 2013
Accounting and Finance
OpenDoor 2014 — 2014
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Desert Vista High School
Kristen Micetic Hopf Kristen Micetic Hopf's Charles Schwab Experience March 2003 - July 2006
Job Global Program and Project Manager at Dell
Industry Information Technology and Services
Experience
Dell August 2009 - Present
Arizona State University January 2007 - July 2009
IQ Navigator July 2006 - December 2006
Charles Schwab March 2003 - July 2006
Terrain Systems June 2001 - March 2003
Skills
Negotiation, Business Analysis, Business Process, Human Resources, MS Project, PMP, Microsoft Excel, PeopleSoft, Process Improvement, Program Management, Project Management, SDLC, Testing, Vendor Management, Visio, Databases, Management, Strategy, CRM, Marketing, Change Management, Cross-functional Team..., Training, Talent Acquisition, Recruiting, Talent Management, Team Leadership, Project Delivery
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MS Information Management
Dell August 2009 - Present
Arizona State University January 2007 - July 2009
IQ Navigator July 2006 - December 2006
Charles Schwab March 2003 - July 2006
Terrain Systems June 2001 - March 2003
Skills
Negotiation, Business Analysis, Business Process, Human Resources, MS Project, PMP, Microsoft Excel, PeopleSoft, Process Improvement, Program Management, Project Management, SDLC, Testing, Vendor Management, Visio, Databases, Management, Strategy, CRM, Marketing, Change Management, Cross-functional Team..., Training, Talent Acquisition, Recruiting, Talent Management, Team Leadership, Project Delivery
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
MS Information Management
Michael Tweet Michael Tweet's Charles Schwab Experience September 1996 - January 1998
Job Self Employed
Industry Financial Services
Experience
USAA November 2013 - February 2015
Ancala Wealth Management December 2003 - November 2013
Financial Interactive, Inc. October 1999 - January 2001
Integrated Decision Systems January 1998 - October 1999
Charles Schwab September 1996 - January 1998
Skills
Business Analysis, Team Building, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 1991 — 1996
Bachelor of Science (B.S.), Finance
USAA November 2013 - February 2015
Ancala Wealth Management December 2003 - November 2013
Financial Interactive, Inc. October 1999 - January 2001
Integrated Decision Systems January 1998 - October 1999
Charles Schwab September 1996 - January 1998
Skills
Business Analysis, Team Building, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 1991 — 1996
Bachelor of Science (B.S.), Finance
Ty Brewster Ty Brewster's Charles Schwab Experience July 2000 - May 2010
Job Associate at Catalyst Commercial Group
Industry Commercial Real Estate
Experience
Catalyst Commercial Group May 2008 - Present
Charles Schwab July 2000 - May 2010
Wachovia Bank January 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Arizona State University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Utah Valley University 1988 — 1990
Catalyst Commercial Group May 2008 - Present
Charles Schwab July 2000 - May 2010
Wachovia Bank January 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Arizona State University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Utah Valley University 1988 — 1990
Jeremy Shankster Jeremy Shankster's Charles Schwab Experience March 1997 - December 2008
Job Jeremy Shankster, Principal at La Palma Limited SAC
Industry Mining & Metals
Experience
La Palma Limited SAC January 2008 - Present
Charles Schwab March 1997 - December 2008
Skills
International Sales, International Business..., Marketing Strategy, International Trade, Base Metals, Mining, Mergers, Venture Capital, Start-ups, International..., Iron Ore, Commodity, Metals, Business Strategy, Investments, Entrepreneurship, Strategy, Sales Management, Private Equity, New Business Development
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
La Palma Limited SAC January 2008 - Present
Charles Schwab March 1997 - December 2008
Skills
International Sales, International Business..., Marketing Strategy, International Trade, Base Metals, Mining, Mergers, Venture Capital, Start-ups, International..., Iron Ore, Commodity, Metals, Business Strategy, Investments, Entrepreneurship, Strategy, Sales Management, Private Equity, New Business Development
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
Kip Richards Kip Richards's Charles Schwab Experience May 1993 - June 2004
Job Board Advisor and Consultant
Industry Management Consulting
Experience
Virtouso Limited - Denver Petro - PetroGov June 2010 - Present
LifeLock October 2012 - October 2014
Wilcox & Richards March 2010 - March 2014
RMOG, Inc June 2006 - November 2009
JPMorgan Chase June 2004 - June 2006
Charles Schwab May 1993 - June 2004
Skills
Portfolio Management, Banking, Financial Risk, Wealth Management, Management, Strategic Financial..., Financial Services, Finance, Financial Analysis, Retirement Planning, Estate Planning, New Business Development, Loans, Securities, Insurance, Risk Management, Financial Planning, Series 7, Asset Management, Alternative Investments, Series 63, Mutual Funds, Strategy, Equities, Fixed Income, Underwriting, Small Business, Business Planning, Financial Advisory, Asset Allocation, Asset Managment, Web Design, Board Advisory Services, Graphic Design, Consulting, Project Management, Risk Assessment, Commercial Banking, Investments, Investment Banking, Venture Capital, Joint Ventures, Quality Management
Education
Arizona State University, W. P. Carey School of Business
Economics
Western Illinois University
Biochemistry and Molecular Biology
Virtouso Limited - Denver Petro - PetroGov June 2010 - Present
LifeLock October 2012 - October 2014
Wilcox & Richards March 2010 - March 2014
RMOG, Inc June 2006 - November 2009
JPMorgan Chase June 2004 - June 2006
Charles Schwab May 1993 - June 2004
Skills
Portfolio Management, Banking, Financial Risk, Wealth Management, Management, Strategic Financial..., Financial Services, Finance, Financial Analysis, Retirement Planning, Estate Planning, New Business Development, Loans, Securities, Insurance, Risk Management, Financial Planning, Series 7, Asset Management, Alternative Investments, Series 63, Mutual Funds, Strategy, Equities, Fixed Income, Underwriting, Small Business, Business Planning, Financial Advisory, Asset Allocation, Asset Managment, Web Design, Board Advisory Services, Graphic Design, Consulting, Project Management, Risk Assessment, Commercial Banking, Investments, Investment Banking, Venture Capital, Joint Ventures, Quality Management
Education
Arizona State University, W. P. Carey School of Business
Economics
Western Illinois University
Biochemistry and Molecular Biology
Kimberly Sanders's Charles Schwab Experience October 2011 - Present
Job Business Management Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Agilent Technologies June 2000 - May 2004
Circle K 1995 - 2000
Skills
Strategic Planning, Process Improvement, Management, Marketing, Corporate Development, Financial Modeling, Coaching, Financial Analysis, Mergers, Management Consulting, Strategy, Strategic Financial..., Program Management, Business Planning
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA, Finance
University of Arizona 1989 — 1993
BS, Finance
Charles Schwab October 2011 - Present
Agilent Technologies June 2000 - May 2004
Circle K 1995 - 2000
Skills
Strategic Planning, Process Improvement, Management, Marketing, Corporate Development, Financial Modeling, Coaching, Financial Analysis, Mergers, Management Consulting, Strategy, Strategic Financial..., Program Management, Business Planning
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA, Finance
University of Arizona 1989 — 1993
BS, Finance
Troy DeMumbrum, ACPF Troy DeMumbrum, ACPF's Charles Schwab Experience May 2000 - April 2001
Job Demand Planner at Edgewell Personal Care
Industry Consumer Goods
Experience
Edgewell Personal Care April 2015 - Present
Keurig Green Mountain, Inc. March 2012 - April 2015
Hatfield Quality Meats October 2010 - March 2012
Integra LifeSciences August 2008 - November 2010
Dorman Products May 2006 - August 2008
U.S. Ingenuity May 2004 - July 2006
Heritage Mint, Ltd. February 2003 - May 2006
UBS PaineWebber March 2002 - June 2002
Walgreens May 2001 - February 2002
Charles Schwab May 2000 - April 2001
Skills
Forecasting, ERP, Demand Planning, Inventory Management, Supply Chain Management, Analysis, Supply Chain, Cross-functional Team..., Process Improvement, MRP, Supply Chain..., Continuous Improvement, Logistics, Supply Management, Materials Management, Marketing, Strategic Sourcing, Lean Manufacturing, Production Planning, Retail, Pricing, Project Planning
Education
Institute of Business Forecasting 2014 — 2014
Certification, Advanced Certified Business Forecaster (ACPF)
Institute of Business Forecasting 2007 — 2007
Certification, Certified Business Forecaster (CPF)
Arizona State University - W. P. Carey School of Business 2001 — 2002
Certification, Quality Analysis
Arizona State University - W. P. Carey School of Business 2000 — 2002
BS, Business Process Management
Northern Arizona University 1998 — 2000
Greenway High School
Edgewell Personal Care April 2015 - Present
Keurig Green Mountain, Inc. March 2012 - April 2015
Hatfield Quality Meats October 2010 - March 2012
Integra LifeSciences August 2008 - November 2010
Dorman Products May 2006 - August 2008
U.S. Ingenuity May 2004 - July 2006
Heritage Mint, Ltd. February 2003 - May 2006
UBS PaineWebber March 2002 - June 2002
Walgreens May 2001 - February 2002
Charles Schwab May 2000 - April 2001
Skills
Forecasting, ERP, Demand Planning, Inventory Management, Supply Chain Management, Analysis, Supply Chain, Cross-functional Team..., Process Improvement, MRP, Supply Chain..., Continuous Improvement, Logistics, Supply Management, Materials Management, Marketing, Strategic Sourcing, Lean Manufacturing, Production Planning, Retail, Pricing, Project Planning
Education
Institute of Business Forecasting 2014 — 2014
Certification, Advanced Certified Business Forecaster (ACPF)
Institute of Business Forecasting 2007 — 2007
Certification, Certified Business Forecaster (CPF)
Arizona State University - W. P. Carey School of Business 2001 — 2002
Certification, Quality Analysis
Arizona State University - W. P. Carey School of Business 2000 — 2002
BS, Business Process Management
Northern Arizona University 1998 — 2000
Greenway High School
Jeffrey Fryer MBA Jeffrey Fryer MBA's Charles Schwab Experience August 1999 - December 2008
Job Wealth Manager at Watts Gwilliam & Company
Industry Investment Management
Experience
Watts Gwilliam & Company January 2009 - Present
Charles Schwab August 1999 - December 2008
Skills
Portfolio Management, Investments, Asset Management, Financial Planning, Wealth Management, Finance, Wealth, Investment Management, Strategic Financial..., Series 63, Series 7, 401k, Investment Advisory, Asset Allocation
Education
Kaplan University 2010 — 2012
Certificate of Financial Planning
University of Phoenix 2010 — 2012
MBA, Business
Arizona State University - W. P. Carey School of Business 1992 — 1996
B.S., Finance
Port Angeles High School 1984 — 1988
Watts Gwilliam & Company January 2009 - Present
Charles Schwab August 1999 - December 2008
Skills
Portfolio Management, Investments, Asset Management, Financial Planning, Wealth Management, Finance, Wealth, Investment Management, Strategic Financial..., Series 63, Series 7, 401k, Investment Advisory, Asset Allocation
Education
Kaplan University 2010 — 2012
Certificate of Financial Planning
University of Phoenix 2010 — 2012
MBA, Business
Arizona State University - W. P. Carey School of Business 1992 — 1996
B.S., Finance
Port Angeles High School 1984 — 1988
Jeffrey Helwig's Charles Schwab Experience August 2012 - March 2014
Job Registered Representative at TradeKing
Industry Financial Services
Experience
TradeKing April 2014 - Present
Charles Schwab August 2012 - March 2014
Adecco Group March 2011 - April 2012
Mutual of Omaha July 2010 - November 2010
ASU Track & Field August 2006 - June 2010
Progressive Financial Concepts January 2010 - February 2010
North Star Resource Group June 2009 - August 2009
Skills
Equities, Finance, Investments, Financial Services, Series 7, Analysis, Public Speaking, Portfolio Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Trading, Asset Management, Investment Management, Client Services
Education
CFA Institute 2011 — 2015
Research Analysis
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance, Magna Cum Laude
TradeKing April 2014 - Present
Charles Schwab August 2012 - March 2014
Adecco Group March 2011 - April 2012
Mutual of Omaha July 2010 - November 2010
ASU Track & Field August 2006 - June 2010
Progressive Financial Concepts January 2010 - February 2010
North Star Resource Group June 2009 - August 2009
Skills
Equities, Finance, Investments, Financial Services, Series 7, Analysis, Public Speaking, Portfolio Management, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Trading, Asset Management, Investment Management, Client Services
Education
CFA Institute 2011 — 2015
Research Analysis
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance, Magna Cum Laude
Susan Anastasiadis Susan Anastasiadis's Charles Schwab Experience February 2004 - February 2005
Job Partner at Capital Insight Partners
Industry Financial Services
Experience
Capital Insight Partners Investment AssociateMerrill LynchFebruary 2005 - August 2008
Charles Schwab February 2004 - February 2005
Skills
Estate Planning, Mutual Funds, Retirement, Financial Modeling, Mergers & Acquisitions, Wealth Management, Investments, Retirement Planning, Asset Allocation, Mergers, Series 7, Securities, Financial Advisory
Education
Arizona State University - W. P. Carey School of Business
MBA
Western Washington University
Bachelor of Arts, Business Administration
Capital Insight Partners Investment AssociateMerrill LynchFebruary 2005 - August 2008
Charles Schwab February 2004 - February 2005
Skills
Estate Planning, Mutual Funds, Retirement, Financial Modeling, Mergers & Acquisitions, Wealth Management, Investments, Retirement Planning, Asset Allocation, Mergers, Series 7, Securities, Financial Advisory
Education
Arizona State University - W. P. Carey School of Business
MBA
Western Washington University
Bachelor of Arts, Business Administration
Kevin Cheeks Kevin Cheeks's Charles Schwab Experience July 2013 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Wells Fargo May 2007 - July 2013
Wells Fargo May 2006 - April 2007
Wells Fargo March 2004 - April 2006
Bank of America January 1998 - February 2004
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
Bachelor of Science, Business Management
Shadow Mountain High School
Charles Schwab July 2013 - Present
Wells Fargo May 2007 - July 2013
Wells Fargo May 2006 - April 2007
Wells Fargo March 2004 - April 2006
Bank of America January 1998 - February 2004
Education
Arizona State University - W. P. Carey School of Business 1996 — 1999
Bachelor of Science, Business Management
Shadow Mountain High School
Darija Ivanovic's Charles Schwab Experience December 2010 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2010 - Present
Arizona Federal Credit Union May 2008 - November 2010
Discover Card May 2006 - May 2008
Skills
Customer Engagement, Research, Financial Markets, Strategic Financial..., Stock Trading, Highly detail oriented, Series 7, Series 63, Series 66
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Charles Schwab December 2010 - Present
Arizona Federal Credit Union May 2008 - November 2010
Discover Card May 2006 - May 2008
Skills
Customer Engagement, Research, Financial Markets, Strategic Financial..., Stock Trading, Highly detail oriented, Series 7, Series 63, Series 66
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Chasey Tezak's Charles Schwab Experience June 2012 - June 2013
Job Financial Analyst at Intel Corporation
Industry Financial Services
Experience
Intel Corporation June 2014 - Present
Merrill Lynch June 2013 - April 2014
Charles Schwab June 2012 - June 2013
SAIC April 2011 - February 2012
United States Marine Corps April 2006 - April 2011
Skills
Intelligence, Intelligence Analysis, Leadership, Training, Risk Management, Finance, Military Experience, Analysis, Government, Operational Planning, Equities, Information Security, Risk Analysis, Internal Controls, Revenue Recognition, Financial Risk..., Information Assurance, CompTIA, Mentoring, Process Control
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), International Finance and Supply Chain Management
Wayland Baptist University 2010 — 2012
BA, Indonesian Language Studies
Military Training 2006 — 2007
WHU - Otto Beisheim Graduate School of Management
Intel Corporation June 2014 - Present
Merrill Lynch June 2013 - April 2014
Charles Schwab June 2012 - June 2013
SAIC April 2011 - February 2012
United States Marine Corps April 2006 - April 2011
Skills
Intelligence, Intelligence Analysis, Leadership, Training, Risk Management, Finance, Military Experience, Analysis, Government, Operational Planning, Equities, Information Security, Risk Analysis, Internal Controls, Revenue Recognition, Financial Risk..., Information Assurance, CompTIA, Mentoring, Process Control
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), International Finance and Supply Chain Management
Wayland Baptist University 2010 — 2012
BA, Indonesian Language Studies
Military Training 2006 — 2007
WHU - Otto Beisheim Graduate School of Management
Eric Peralta Eric Peralta's Charles Schwab Experience June 2011 - August 2013
Job Complex Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
Charles Schwab June 2011 - August 2013
Charles Schwab February 2008 - June 2011
Charles Schwab July 2006 - February 2008
Skills
Series 7, Series 66, Microsoft Excel, Financial Analysis, Equities, Trading, Wealth Management, Risk Management, Microsoft Word, Customer Service, Mutual Funds, Windows, Outlook, Strategic Planning, Budgets, Microsoft Office, Access, Business Analysis, English, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management
Northern Arizona University, College of Business Administration 2002 — 2006
Bachelor of Science (BS), Finance
RBC Wealth Management November 2013 - Present
Charles Schwab June 2011 - August 2013
Charles Schwab February 2008 - June 2011
Charles Schwab July 2006 - February 2008
Skills
Series 7, Series 66, Microsoft Excel, Financial Analysis, Equities, Trading, Wealth Management, Risk Management, Microsoft Word, Customer Service, Mutual Funds, Windows, Outlook, Strategic Planning, Budgets, Microsoft Office, Access, Business Analysis, English, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management
Northern Arizona University, College of Business Administration 2002 — 2006
Bachelor of Science (BS), Finance
Ryan Reming Ryan Reming's Charles Schwab Experience November 2013 - April 2014
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services April 2014 - Present
Roosevelt Group January 2011 - Present
Charles Schwab November 2013 - April 2014
Charles Schwab September 2012 - November 2013
Raymond James Financial Inc. April 2012 - September 2012
Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
B.S. Economics, International Business, Communication
Raymond James Financial Services April 2014 - Present
Roosevelt Group January 2011 - Present
Charles Schwab November 2013 - April 2014
Charles Schwab September 2012 - November 2013
Raymond James Financial Inc. April 2012 - September 2012
Skills
Data Analysis, Financial Analysis, Forecasting, Microsoft Excel, Leadership, Financial Markets, Asset Allocation, Wealth Management, Strategic Leadership, Financial Modeling, Adobe Creative Suite, International Economics, Photoshop, InDesign, Business Development, Producing, Business Planning, Communication, Investment Advisory, Investments, Asset Management, Portfolio Management, Securities, Finance, Mutual Funds, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
B.S. Economics, International Business, Communication
Matthew Zuccaro, MS, CFP®, CWS® Matthew Zuccaro, MS, CFP®, CWS®'s Charles Schwab Experience June 1999 - Present
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc.
Industry Investment Management
Experience
Charles Schwab June 1999 - Present
Conseco Finance Service Corp January 1998 - June 1999
Education
Cannon Financial 2015 — 2015
Certified Wealth Strategist, Wealth Management
College for Financial Planning 2012 — 2015
Master of Science (MS), Financial Planning and Services
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor, AWMA®, Wealth Management
College for Financial Planning 2007 — 2011
Certified Financial Planner, Financial Planning and Services
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
Charles Schwab June 1999 - Present
Conseco Finance Service Corp January 1998 - June 1999
Education
Cannon Financial 2015 — 2015
Certified Wealth Strategist, Wealth Management
College for Financial Planning 2012 — 2015
Master of Science (MS), Financial Planning and Services
College for Financial Planning 2014 — 2014
Accredited Wealth Management Advisor, AWMA®, Wealth Management
College for Financial Planning 2007 — 2011
Certified Financial Planner, Financial Planning and Services
Arizona State University - W. P. Carey School of Business 1993 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
Jordan Stephens Jordan Stephens's Charles Schwab Experience August 2013 - Present
Job Sr. Trading Ops Specialist
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Genworth January 2013 - August 2013
Bank of America September 2010 - September 2012
The TJX Companies, Inc. July 2009 - July 2011
Skills
Business Intelligence, Financial Accounting, Statistical Modeling, Data Analysis, Project Management, Python, VBA, C++, SAS, Microsoft Excel, Internal Audit, Account Reconciliation, Process Control, Reporting & Analysis, Snacks, Smoothies, Halloween
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor's degree, Accounting and Finance
Glendale Community College 2009 — 2011
Associate's degree, Finance, General, 3.7 GPA
Charles Schwab August 2013 - Present
Genworth January 2013 - August 2013
Bank of America September 2010 - September 2012
The TJX Companies, Inc. July 2009 - July 2011
Skills
Business Intelligence, Financial Accounting, Statistical Modeling, Data Analysis, Project Management, Python, VBA, C++, SAS, Microsoft Excel, Internal Audit, Account Reconciliation, Process Control, Reporting & Analysis, Snacks, Smoothies, Halloween
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor's degree, Accounting and Finance
Glendale Community College 2009 — 2011
Associate's degree, Finance, General, 3.7 GPA
Valerie Velez Valerie Velez's Charles Schwab Experience 2014 - Present
Job Compliance Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab 2014 - Present
Skills
Internal Audit, Compliance, Credit Unions, Auditing, Financial Services, Internal Controls, Loans, Management, Strategic Planning, Banking, Credit
Education
Arizona State University, W. P. Carey School of Business
Bachelor's degree
Charles Schwab 2014 - Present
Skills
Internal Audit, Compliance, Credit Unions, Auditing, Financial Services, Internal Controls, Loans, Management, Strategic Planning, Banking, Credit
Education
Arizona State University, W. P. Carey School of Business
Bachelor's degree
John Linamen's Charles Schwab Experience June 2014 - August 2014
Job Data Analytics Associate at PwC
Industry Information Technology and Services
Experience
PwC August 2015 - Present
US Airways September 2014 - August 2015
Charles Schwab June 2014 - August 2014
Dutch Bros. Coffee November 2012 - May 2014
Starbucks August 2010 - November 2012
Skills
Customer Service, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Team Building, Time Management, Training, Data Analysis, Team Leadership, Leadership, Finance, Analysis, Employee Training, Sales, SQL, Tableau, QlikView, Spotfire
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.9
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Management, 3.9
Arizona State University, W. P. Carey School of Business 2011 — 2015
Certificate, Applied Business Data Analytics, 3.9
PwC August 2015 - Present
US Airways September 2014 - August 2015
Charles Schwab June 2014 - August 2014
Dutch Bros. Coffee November 2012 - May 2014
Starbucks August 2010 - November 2012
Skills
Customer Service, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Team Building, Time Management, Training, Data Analysis, Team Leadership, Leadership, Finance, Analysis, Employee Training, Sales, SQL, Tableau, QlikView, Spotfire
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.9
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Management, 3.9
Arizona State University, W. P. Carey School of Business 2011 — 2015
Certificate, Applied Business Data Analytics, 3.9
Jennifer Olson Jennifer Olson's Charles Schwab Experience July 2008 - August 2010
Job Manager, Marketing and Strategy at Legal Sea Foods
Industry Marketing and Advertising
Experience
Legal Sea Foods August 2015 - Present
Legal Sea Foods July 2013 - August 2015
International Strategy & Consulting November 2012 - July 2013
Boston Children's Hospital June 2011 - December 2011
Charles Schwab July 2008 - August 2010
Charles Schwab June 2006 - July 2008
Skills
Market Research, Marketing Strategy, Analysis, Competitive Analysis, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Excel, Event Management, Market Analysis, Team Building, Business Analysis, Microsoft Word, Customer Relations, Outlook, Process Improvement, Word, Research, Marketing, Social Media
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing
College for Financial Planning 2008 — 2008
Accredited Asset Management Specialist
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Management
Legal Sea Foods August 2015 - Present
Legal Sea Foods July 2013 - August 2015
International Strategy & Consulting November 2012 - July 2013
Boston Children's Hospital June 2011 - December 2011
Charles Schwab July 2008 - August 2010
Charles Schwab June 2006 - July 2008
Skills
Market Research, Marketing Strategy, Analysis, Competitive Analysis, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Excel, Event Management, Market Analysis, Team Building, Business Analysis, Microsoft Word, Customer Relations, Outlook, Process Improvement, Word, Research, Marketing, Social Media
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA, Marketing
College for Financial Planning 2008 — 2008
Accredited Asset Management Specialist
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Management
Taniel Agnerian Taniel Agnerian's Charles Schwab Experience May 2015 - Present
Job Regional Bond Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Edward Jones June 2011 - May 2015
State Farm Insurance June 2010 - September 2010
JP Morgan Chase June 2005 - June 2007
Skills
Securities, Bonds, Series 63, Portfolio Management, Series 7, Equities, Fixed Income, Bloomberg, Investments
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Charles Schwab May 2015 - Present
Edward Jones June 2011 - May 2015
State Farm Insurance June 2010 - September 2010
JP Morgan Chase June 2005 - June 2007
Skills
Securities, Bonds, Series 63, Portfolio Management, Series 7, Equities, Fixed Income, Bloomberg, Investments
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Brian Sininger, MBA Brian Sininger, MBA's Charles Schwab Experience May 2007 - May 2008
Job Head of Sales Operations & Customer Service at Quiksilver
Industry Apparel & Fashion
Experience
Quiksilver August 2015 - Present
Oakley November 2013 - July 2015
W. L. Gore & Associates, Inc. June 2010 - December 2012
W. L. Gore & Associates, Inc. May 2008 - June 2010
Charles Schwab May 2007 - May 2008
Sprint Nextel December 2001 - May 2007
Qwest April 2001 - December 2001
American Express May 2000 - April 2001
Skills
Sales, Marketing, Sales Operations, Forecasting, Competitive Analysis, Retail, Management, Product Development, Marketing Strategy, Leadership, Merchandising, SAP, CRM, Social Media Marketing, Negotiation, Microsoft Excel, Retail Management, Retail Marketing, Data Analysis, Analytics, Footwear, Market Planning, Sales Presentations, Product Licensing, Digital Media, E-commerce, Marketing Research, Marketing Communications, Microsoft Office, Microsoft Project, Microsoft Visio, PeopleSoft, Cognos, Apparel, Gloves, VBA, SPSS, Siebel, SAP BW
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Management, 3.83
Arizona State University, W. P. Carey School of Business 2003 — 2006
Bachelor of Science (B.S.), Business Management
Collins College 2001 — 2002
Associate of Occupational Studies, Personal Computers and Network Technology
Quiksilver August 2015 - Present
Oakley November 2013 - July 2015
W. L. Gore & Associates, Inc. June 2010 - December 2012
W. L. Gore & Associates, Inc. May 2008 - June 2010
Charles Schwab May 2007 - May 2008
Sprint Nextel December 2001 - May 2007
Qwest April 2001 - December 2001
American Express May 2000 - April 2001
Skills
Sales, Marketing, Sales Operations, Forecasting, Competitive Analysis, Retail, Management, Product Development, Marketing Strategy, Leadership, Merchandising, SAP, CRM, Social Media Marketing, Negotiation, Microsoft Excel, Retail Management, Retail Marketing, Data Analysis, Analytics, Footwear, Market Planning, Sales Presentations, Product Licensing, Digital Media, E-commerce, Marketing Research, Marketing Communications, Microsoft Office, Microsoft Project, Microsoft Visio, PeopleSoft, Cognos, Apparel, Gloves, VBA, SPSS, Siebel, SAP BW
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Management, 3.83
Arizona State University, W. P. Carey School of Business 2003 — 2006
Bachelor of Science (B.S.), Business Management
Collins College 2001 — 2002
Associate of Occupational Studies, Personal Computers and Network Technology
Allie Morton Allie Morton's Charles Schwab Experience February 2008 - May 2009
Job Account Specialist at Aon Risk Solutions
Industry Construction
Experience
Aon Risk Solutions November 2013 - Present
Accelerated Construction Technologies, Inc. February 2011 - November 2013
Accelerated Construction Technologies June 2009 - November 2013
Charles Schwab February 2008 - May 2009
Skills
Contract Management, Construction Management, Budgets, Project Management, Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Office, Marketing Strategy, Marketing, Construction, Series 7, Social Media
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Arizona 2003 — 2007
BS, Regional Development, Business, Psychology
Aon Risk Solutions November 2013 - Present
Accelerated Construction Technologies, Inc. February 2011 - November 2013
Accelerated Construction Technologies June 2009 - November 2013
Charles Schwab February 2008 - May 2009
Skills
Contract Management, Construction Management, Budgets, Project Management, Microsoft Excel, Strategic Planning, Financial Analysis, Microsoft Office, Marketing Strategy, Marketing, Construction, Series 7, Social Media
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Arizona 2003 — 2007
BS, Regional Development, Business, Psychology
Wesley Paffenbarger's Charles Schwab Experience August 2014 - Present
Job IT Service Desk Intern at Rural/Metro Corporation
Industry Hospital & Health Care
Experience
Charles Schwab August 2014 - Present
Rural/Metro Corporation May 2012 - Present
Arizona Grand Resort February 2009 - February 2012
Skills
Visual C#, Microsoft SQL Server, HTML 5, JavaScript, PHP, CSS, Hardware Installation, Software Installation, Digital Imaging, WordPress, Shopify, Troubleshooting, Healthcare, Computer Hardware
Education
Arizona State University 2010 — 2014
Bachelor's Degree, Computer and Information Systems, Senior
Desert Vista High School 2006 — 2010
Charles Schwab August 2014 - Present
Rural/Metro Corporation May 2012 - Present
Arizona Grand Resort February 2009 - February 2012
Skills
Visual C#, Microsoft SQL Server, HTML 5, JavaScript, PHP, CSS, Hardware Installation, Software Installation, Digital Imaging, WordPress, Shopify, Troubleshooting, Healthcare, Computer Hardware
Education
Arizona State University 2010 — 2014
Bachelor's Degree, Computer and Information Systems, Senior
Desert Vista High School 2006 — 2010
Alexandra De La Paz's Charles Schwab Experience August 2010 - May 2012
Job
Industry Human Resources
Experience
McKesson March 2014 - Present
Wells Fargo February 2014 - March 2014
Western National Insurance January 2013 - January 2014
Amazon May 2012 - January 2013
Charles Schwab August 2010 - May 2012
Comerica Bank June 2009 - August 2010
RED Development January 2007 - February 2009
Wells Fargo July 2005 - April 2006
Limited Brands October 2000 - April 2005
Electronic Arts 2002 - 2003
Skills
Microsoft Office, Strategic Planning, Benefits Administration, Employee Benefits, Research, Marketing Communications, Recruiting, Applicant Tracking..., Recruitment/Retention, Project Implementation, Document Management, Mac OS X, Project Coordination, Human Resources, PeopleSoft, Customer Service, Payroll, Interviews, Onboarding, Management, Strategy, Leadership Development, Talent Acquisition, Employee Engagement, HRIS Database Management, Marketing
Education
California Coast University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management
Arizona State University, W. P. Carey School of Business 2000 — 2003
Bachelor of Science, Marketing
McKesson March 2014 - Present
Wells Fargo February 2014 - March 2014
Western National Insurance January 2013 - January 2014
Amazon May 2012 - January 2013
Charles Schwab August 2010 - May 2012
Comerica Bank June 2009 - August 2010
RED Development January 2007 - February 2009
Wells Fargo July 2005 - April 2006
Limited Brands October 2000 - April 2005
Electronic Arts 2002 - 2003
Skills
Microsoft Office, Strategic Planning, Benefits Administration, Employee Benefits, Research, Marketing Communications, Recruiting, Applicant Tracking..., Recruitment/Retention, Project Implementation, Document Management, Mac OS X, Project Coordination, Human Resources, PeopleSoft, Customer Service, Payroll, Interviews, Onboarding, Management, Strategy, Leadership Development, Talent Acquisition, Employee Engagement, HRIS Database Management, Marketing
Education
California Coast University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management
Arizona State University, W. P. Carey School of Business 2000 — 2003
Bachelor of Science, Marketing
Thomas Latzke Thomas Latzke's Charles Schwab Experience September 2005 - July 2007
Job
Industry Financial Services
Experience
Marquette Associates April 2015 - Present
City of Chicago January 2012 - April 2015
City of Chicago August 2010 - January 2012
State Farm Insurance October 2008 - May 2009
Wells Fargo May 2008 - August 2008
Charles Schwab September 2005 - July 2007
Blaylock & Company (Acquired Trias Capital Management) June 2002 - August 2005
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Marketing and Services Leadership / Financial Management and Markets
Eastern Illinois University 1997 — 2002
Bachelor of Science, Business Management
Marquette Associates April 2015 - Present
City of Chicago January 2012 - April 2015
City of Chicago August 2010 - January 2012
State Farm Insurance October 2008 - May 2009
Wells Fargo May 2008 - August 2008
Charles Schwab September 2005 - July 2007
Blaylock & Company (Acquired Trias Capital Management) June 2002 - August 2005
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Marketing and Services Leadership / Financial Management and Markets
Eastern Illinois University 1997 — 2002
Bachelor of Science, Business Management
Sam Bello Sam Bello's Charles Schwab Experience January 2014 - Present
Job Finance Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Walmart October 2011 - December 2013
Merrill Lynch August 2012 - December 2012
Skills
Equity Trading, Microsoft Excel, Derivatives Trading, Financial Analysis, Finance, US Equities, Time Management, Retail, PowerPoint, Sales, Customer Service, Microsoft Office, Financial Modeling, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (B.S.), Finance
Charles Schwab January 2014 - Present
Walmart October 2011 - December 2013
Merrill Lynch August 2012 - December 2012
Skills
Equity Trading, Microsoft Excel, Derivatives Trading, Financial Analysis, Finance, US Equities, Time Management, Retail, PowerPoint, Sales, Customer Service, Microsoft Office, Financial Modeling, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (B.S.), Finance
Sean Dean's Charles Schwab Experience February 2013 - October 2013
Job Business Analyst at Business & Decision
Industry Financial Services
Experience
Business & Decision February 2014 - Present
Marshall & Stevens October 2013 - December 2013
Charles Schwab February 2013 - October 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Arizona State University May 2010 - August 2012
Arizona State University July 2008 - August 2009
Skills
Business Acumen, UPS Shipping, Fedex Ship Manager, Client Viewer, CRM, Microsoft Excel, Portfolio Management, Investments, Research, Equities, Inventory Management, Fax, Photoshop, Filing, Fixed Income, Phone Etiquette, 10 Key, Inventory, Telephone Skills, Office Equipment, Real Estate, Publishing, Internet Explorer, Analytical Skills, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's Degree, Business Sustainability, 3.33
Business & Decision February 2014 - Present
Marshall & Stevens October 2013 - December 2013
Charles Schwab February 2013 - October 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
Arizona State University May 2010 - August 2012
Arizona State University July 2008 - August 2009
Skills
Business Acumen, UPS Shipping, Fedex Ship Manager, Client Viewer, CRM, Microsoft Excel, Portfolio Management, Investments, Research, Equities, Inventory Management, Fax, Photoshop, Filing, Fixed Income, Phone Etiquette, 10 Key, Inventory, Telephone Skills, Office Equipment, Real Estate, Publishing, Internet Explorer, Analytical Skills, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's Degree, Business Sustainability, 3.33
Grant Mayer, CFP® Grant Mayer, CFP®'s Charles Schwab Experience February 1997 - Present
Job Vice President Sr. Financial Consultant
Industry Financial Services
Experience
Charles Schwab February 1997 - Present
Education
Arizona State University - W. P. Carey School of Business 1986 — 1991
Bachelor of Science, Finance major, Real Estate minor, 3.10 overall GPA, 3.80 major GPA
Charles Schwab February 1997 - Present
Education
Arizona State University - W. P. Carey School of Business 1986 — 1991
Bachelor of Science, Finance major, Real Estate minor, 3.10 overall GPA, 3.80 major GPA
Conner Hand's Charles Schwab Experience June 2010 - May 2011
Job Equity Product Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs February 2012 - January 2014
Goldman Sachs June 2011 - August 2011
Charles Schwab June 2010 - May 2011
Skills
Financial Analysis, Corporate Finance, Risk Management, Access, Financial Services, Due Diligence, Analysis, Data Analysis, Business Analysis, Microsoft Excel, SQL, Treasury Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Computer Information Systems
Goldman Sachs January 2014 - Present
Goldman Sachs February 2012 - January 2014
Goldman Sachs June 2011 - August 2011
Charles Schwab June 2010 - May 2011
Skills
Financial Analysis, Corporate Finance, Risk Management, Access, Financial Services, Due Diligence, Analysis, Data Analysis, Business Analysis, Microsoft Excel, SQL, Treasury Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
BS, Computer Information Systems
Alina Suprak Alina Suprak's Charles Schwab Experience August 2011 - December 2012
Job On Premise Sales Representative at Young's Market Company
Industry Financial Services
Experience
Young's Market Company February 2015 - Present
Charlie's Restaurant and Lounge July 2014 - January 2015
World Travel January 2013 - July 2014
Charles Schwab August 2011 - December 2012
Wells Fargo July 2010 - July 2011
American Express June 2007 - May 2010
Richmond American Homes June 2000 - November 2006
EXPRESS August 2005 - January 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Business Analysis, Budgets, Analysis, Accounting, Strategic Financial..., Management, Strategic Planning, Finance, Business Strategy, Marketing, Operations Management, Accounts Payable, Financial Reporting, Portfolio Management, Auditing, Internal Controls, Insurance, Variance Analysis, Sales, Microsoft Excel, Negotiation, Business Planning, Investments, Managerial Finance, Due Diligence, Risk Management, Mergers & Acquisitions, Leadership, Process Improvement, Corporate Finance, Strategy, Data Analysis, Market Research, Financial Services, Marketing Strategy, Financial Risk..., Customer Satisfaction, Customer Service, Project Management, Budgeting, Team Building, Business Development, Contract Negotiation
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science, Business Finance
Paradise Valley Community College 2002 — 2005
Associate of Arts, Business
Cactus Shadows High School
Young's Market Company February 2015 - Present
Charlie's Restaurant and Lounge July 2014 - January 2015
World Travel January 2013 - July 2014
Charles Schwab August 2011 - December 2012
Wells Fargo July 2010 - July 2011
American Express June 2007 - May 2010
Richmond American Homes June 2000 - November 2006
EXPRESS August 2005 - January 2006
Skills
Forecasting, Financial Analysis, Financial Modeling, Business Analysis, Budgets, Analysis, Accounting, Strategic Financial..., Management, Strategic Planning, Finance, Business Strategy, Marketing, Operations Management, Accounts Payable, Financial Reporting, Portfolio Management, Auditing, Internal Controls, Insurance, Variance Analysis, Sales, Microsoft Excel, Negotiation, Business Planning, Investments, Managerial Finance, Due Diligence, Risk Management, Mergers & Acquisitions, Leadership, Process Improvement, Corporate Finance, Strategy, Data Analysis, Market Research, Financial Services, Marketing Strategy, Financial Risk..., Customer Satisfaction, Customer Service, Project Management, Budgeting, Team Building, Business Development, Contract Negotiation
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science, Business Finance
Paradise Valley Community College 2002 — 2005
Associate of Arts, Business
Cactus Shadows High School
Richard Jacobsen's Charles Schwab Experience June 2014 - Present
Job VP Financial Consultant at Charles Schwab (626) 3043821
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab November 2011 - September 2013
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science; a Professional Certificate, Finance; International Business
Charles Schwab June 2014 - Present
Charles Schwab September 2013 - June 2014
Charles Schwab November 2011 - September 2013
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science; a Professional Certificate, Finance; International Business
Ethan Cameron, MBA Ethan Cameron, MBA's Charles Schwab Experience March 2008 - September 2013
Job Experienced Business Analyst / Project Manager
Industry Financial Services
Experience
Health Services Advisory Group, Inc. (HSAG) February 2014 - Present
WebPT September 2013 - February 2014
Charles Schwab March 2008 - September 2013
Gilbert Public Schools August 2005 - March 2008
Charles Schwab February 2004 - July 2005
Legacy Marketing Group December 1998 - February 2004
Skills
Process Improvement, Technical Writing, Analysis, Insurance, Microsoft Office, Quality Assurance, MS Office Suite, Process Mapping, Risk Assessment, Procedure Development, Training & Development, Curriculum Design, Project Coordination, Needs Analysis, Business Reporting, Requirements Gathering, Requirements Analysis, Salesforce.com, Intranet Strategy, Visio, Project Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Supply Chain Management
Ottawa University
Post-bac teaching certificate, Education
University of San Francisco
B.S., Information Systems Management
Health Services Advisory Group, Inc. (HSAG) February 2014 - Present
WebPT September 2013 - February 2014
Charles Schwab March 2008 - September 2013
Gilbert Public Schools August 2005 - March 2008
Charles Schwab February 2004 - July 2005
Legacy Marketing Group December 1998 - February 2004
Skills
Process Improvement, Technical Writing, Analysis, Insurance, Microsoft Office, Quality Assurance, MS Office Suite, Process Mapping, Risk Assessment, Procedure Development, Training & Development, Curriculum Design, Project Coordination, Needs Analysis, Business Reporting, Requirements Gathering, Requirements Analysis, Salesforce.com, Intranet Strategy, Visio, Project Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MBA, Supply Chain Management
Ottawa University
Post-bac teaching certificate, Education
University of San Francisco
B.S., Information Systems Management
Jordan Burke Jordan Burke's Charles Schwab Experience July 2014 - March 2015
Job Underwriter at STORE Capital
Industry Financial Services
Experience
STORE Capital March 2015 - Present
Charles Schwab July 2014 - March 2015
Charles Schwab October 2012 - July 2014
Charles Schwab September 2011 - October 2012
UBS October 2010 - December 2010
Columbia Distributing May 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Financial Analysis, Bloomberg Terminal, Investments, Capital Markets, Options Strategies, Options, Stock Trading, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Skyline High School 2003 — 2007
STORE Capital March 2015 - Present
Charles Schwab July 2014 - March 2015
Charles Schwab October 2012 - July 2014
Charles Schwab September 2011 - October 2012
UBS October 2010 - December 2010
Columbia Distributing May 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Financial Analysis, Bloomberg Terminal, Investments, Capital Markets, Options Strategies, Options, Stock Trading, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance
Skyline High School 2003 — 2007
Daniel Miles Daniel Miles's Charles Schwab Experience July 2009 - March 2011
Job Investment Consultant at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Council on Iraq and Afghanistan Veterans of America (IAVA) February 2014 - Present
Charles Schwab July 2009 - March 2011
Arizona Army National Guard January 2007 - March 2008
Wilson Elser May 2004 - August 2004
U.S. Army November 2000 - November 2003
Skills
Series 7, Series 63, Series 65, Equity Derivatives, Interest Rate..., ETFs, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Equities, Asset Management, Bonds, Investment Management, Investment Strategies, Investment Advisory, Derivatives, Options, Hedging, Emerging Markets, Swaps, Closed-end Funds, Commodity, Relationship Management, Finance, Technical Analysis, Leadership, Investments, Securities, Separately Managed..., Hedge Funds
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Science (BS), Computer and Information Sciences and Support Services
PIMCO January 2011 - Present
Council on Iraq and Afghanistan Veterans of America (IAVA) February 2014 - Present
Charles Schwab July 2009 - March 2011
Arizona Army National Guard January 2007 - March 2008
Wilson Elser May 2004 - August 2004
U.S. Army November 2000 - November 2003
Skills
Series 7, Series 63, Series 65, Equity Derivatives, Interest Rate..., ETFs, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Equities, Asset Management, Bonds, Investment Management, Investment Strategies, Investment Advisory, Derivatives, Options, Hedging, Emerging Markets, Swaps, Closed-end Funds, Commodity, Relationship Management, Finance, Technical Analysis, Leadership, Investments, Securities, Separately Managed..., Hedge Funds
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Veronica Christy Veronica Christy's Charles Schwab Experience June 2012 - December 2014
Job Financial Advisor at USAA
Industry Financial Services
Experience
Charles Schwab June 2012 - December 2014
Han R. Christy D.D.S., P.C. February 2008 - June 2012
Wells Fargo Bank August 2006 - February 2008
Skills
Hold Series 7, Hold Series 66, Qualified Retirement..., Retirement Planning, Investment Advisory, Team Management, Employee Training
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Northwest Christian High School 2002 — 2006
Diploma
Charles Schwab June 2012 - December 2014
Han R. Christy D.D.S., P.C. February 2008 - June 2012
Wells Fargo Bank August 2006 - February 2008
Skills
Hold Series 7, Hold Series 66, Qualified Retirement..., Retirement Planning, Investment Advisory, Team Management, Employee Training
Education
Arizona State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Northwest Christian High School 2002 — 2006
Diploma
Joseph Wollersheim, MBA's Charles Schwab Experience 2011 - 2012
Job Financial Representative
Industry Financial Services
Experience
Thrivent Financial January 2012 - Present
Charles Schwab 2011 - 2012
Peace Corps July 2008 - June 2010
US Congress 2004 - 2007
CCA 2003 - 2004
Senator Conrad Burns 2003 - 2003
US Senate campaign 2002 - 2002
Skills
Policy, Leadership, Community Development, Project Management, Research, Fundraising, Public Affairs, Legislative Relations, Nonprofits, Public Speaking, Strategic Planning, Community Outreach, Strategic Communications, Program Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
MBA, Leadership, Sustainability, Supply Chain Management
University of Montana 1998 — 2002
Bachelor of Arts, Communications
Thrivent Financial January 2012 - Present
Charles Schwab 2011 - 2012
Peace Corps July 2008 - June 2010
US Congress 2004 - 2007
CCA 2003 - 2004
Senator Conrad Burns 2003 - 2003
US Senate campaign 2002 - 2002
Skills
Policy, Leadership, Community Development, Project Management, Research, Fundraising, Public Affairs, Legislative Relations, Nonprofits, Public Speaking, Strategic Planning, Community Outreach, Strategic Communications, Program Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
MBA, Leadership, Sustainability, Supply Chain Management
University of Montana 1998 — 2002
Bachelor of Arts, Communications
Jennifer Valencia Jennifer Valencia's Charles Schwab Experience October 2011 - Present
Job Team Manager, Advisor Services, Trade Away Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Charles Schwab March 2008 - October 2011
Countrywide September 2006 - February 2008
Wells Fargo September 2003 - September 2006
Skills
Series 7
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA, Emphasis in Leadership
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, International Business and Finance
Charles Schwab October 2011 - Present
Charles Schwab March 2008 - October 2011
Countrywide September 2006 - February 2008
Wells Fargo September 2003 - September 2006
Skills
Series 7
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA, Emphasis in Leadership
California State University-Long Beach - College of Business Administration 2001 — 2005
BS, International Business and Finance
Goran Perisic Goran Perisic's Charles Schwab Experience June 2011 - Present
Job MIS
Industry Information Technology and Services
Experience
Charles Schwab June 2011 - Present
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
Computer Information Systems
Charles Schwab June 2011 - Present
Education
Arizona State University - W. P. Carey School of Business 2007 — 2011
Computer Information Systems
Jennifer Todd Jennifer Todd's Charles Schwab Experience 1999 - 2002
Job Director at CKS Advisors LLC
Industry Investment Banking
Experience
CKS Advisors LLC 2013 - Present
Matrix Medical Network 2012 - 2013
CKS Securities LLC September 2009 - October 2012
Cornelius Korte Shum LLC August 2005 - October 2012
Intel June 2004 - August 2004
AIG/SunAmerica Securities October 2002 - June 2003
Charles Schwab 1999 - 2002
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
MBA, Finance
Arizona State University, W. P. Carey School of Business 1995 — 1999
B.S., Finance
CKS Advisors LLC 2013 - Present
Matrix Medical Network 2012 - 2013
CKS Securities LLC September 2009 - October 2012
Cornelius Korte Shum LLC August 2005 - October 2012
Intel June 2004 - August 2004
AIG/SunAmerica Securities October 2002 - June 2003
Charles Schwab 1999 - 2002
Education
Arizona State University, W. P. Carey School of Business 2003 — 2005
MBA, Finance
Arizona State University, W. P. Carey School of Business 1995 — 1999
B.S., Finance
BJ STORM BJ STORM's Charles Schwab Experience January 1999 - February 2000
Job Mortgage Closing Analyst
Industry Banking
Experience
Wells Fargo Home Mortgage June 2015 - Present
Nationstar Mortgage Retail June 2013 - December 2013
Alaska. USA federal Credit. Union May 2012 - July 2013
Wells Fargo Bank March 2003 - July 2012
Prudential Financial Services April 2000 - February 2002
Charles Schwab January 1999 - February 2000
Skills
Investments, Mortgage Lending, Financial Services, Loans, Loan Origination, Residential Mortgages, Credit, Banking, Finance, Refinance, FHA, Mortgage Banking, VA Loans, Customer Service, Underwriting, Credit Analysis, Financial Analysis, Funding, Analysis, Mutual Funds, Government Loans, Risk Management, Foreclosures, Portfolio Management, Real Estate Transactions, Home Equity Loans
Education
Phoenix College 2009 — 2013
Associate of Arts and Sciences (AAS), Banking, Corporate, Finance, and Securities Law, 3.4
Arizona State University - W. P. Carey School of Business 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Law(Legal Studies), 3.1
Wells Fargo Home Mortgage June 2015 - Present
Nationstar Mortgage Retail June 2013 - December 2013
Alaska. USA federal Credit. Union May 2012 - July 2013
Wells Fargo Bank March 2003 - July 2012
Prudential Financial Services April 2000 - February 2002
Charles Schwab January 1999 - February 2000
Skills
Investments, Mortgage Lending, Financial Services, Loans, Loan Origination, Residential Mortgages, Credit, Banking, Finance, Refinance, FHA, Mortgage Banking, VA Loans, Customer Service, Underwriting, Credit Analysis, Financial Analysis, Funding, Analysis, Mutual Funds, Government Loans, Risk Management, Foreclosures, Portfolio Management, Real Estate Transactions, Home Equity Loans
Education
Phoenix College 2009 — 2013
Associate of Arts and Sciences (AAS), Banking, Corporate, Finance, and Securities Law, 3.4
Arizona State University - W. P. Carey School of Business 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Law(Legal Studies), 3.1
Todd Mortensen Todd Mortensen's Charles Schwab Experience November 1995 - January 2008
Job Sr. Project Manager at Utah Educational Savings Plan
Industry Financial Services
Experience
Utah Educational Savings Plan April 2012 - Present
Goldman Sachs November 2009 - April 2012
Flying J September 2008 - June 2009
Charles Schwab November 1995 - January 2008
Melaleuca October 1993 - August 1995
Skills
Vendor Management, Program Management, Due Diligence, Project Management, Strategic Planning, Training, Customer Service, Fixed Income, Management, Strategy, Change Management, CRM, Leadership, Operations Management, Business Process, Analysis, Business Analysis, Risk Management, MS Project, Finance, Data Analysis, Business Process..., PMP
Education
Arizona State University 1995 — 1997
MBA, Business Administration and Management, General
Brigham Young University 1989 — 1991
Bachelor of Science, Business Management; International Finance Concentration
Ricks College 1987 — 1989
Associates, General
Madison 1981 — 1984
Utah Educational Savings Plan April 2012 - Present
Goldman Sachs November 2009 - April 2012
Flying J September 2008 - June 2009
Charles Schwab November 1995 - January 2008
Melaleuca October 1993 - August 1995
Skills
Vendor Management, Program Management, Due Diligence, Project Management, Strategic Planning, Training, Customer Service, Fixed Income, Management, Strategy, Change Management, CRM, Leadership, Operations Management, Business Process, Analysis, Business Analysis, Risk Management, MS Project, Finance, Data Analysis, Business Process..., PMP
Education
Arizona State University 1995 — 1997
MBA, Business Administration and Management, General
Brigham Young University 1989 — 1991
Bachelor of Science, Business Management; International Finance Concentration
Ricks College 1987 — 1989
Associates, General
Madison 1981 — 1984
Eric Kuhlmann's Charles Schwab Experience December 1998 - July 2002
Job Vice President Product Management at Zenbanx
Industry Financial Services
Experience
Zenbanx October 2012 - Present
ING DIRECT USA February 2009 - October 2012
Fetchback.com 2007 - January 2009
VoipFrog August 2006 - September 2007
Becker Executive Search (Part of Vedior) January 2006 - May 2006
The Siegfried Group, LLP January 2005 - February 2006
GT Events 2002 - 2006
Bartle,Bogle, & Hegarty April 2003 - August 2003
Bartle,Bogle, & Hegarty April 2003 - August 2003
Charles Schwab December 1998 - July 2002
Skills
Product Management, Project Management, Financial Services, Business Development, Finance, SEO, SEM, Product Development, Investments, Advertising, Training, Start-ups, Analytics
Education
Ivey Business School at Western University 2002 — 2004
MBA
Arizona State University, W. P. Carey School of Business 1994 — 1998
BS
Zenbanx October 2012 - Present
ING DIRECT USA February 2009 - October 2012
Fetchback.com 2007 - January 2009
VoipFrog August 2006 - September 2007
Becker Executive Search (Part of Vedior) January 2006 - May 2006
The Siegfried Group, LLP January 2005 - February 2006
GT Events 2002 - 2006
Bartle,Bogle, & Hegarty April 2003 - August 2003
Bartle,Bogle, & Hegarty April 2003 - August 2003
Charles Schwab December 1998 - July 2002
Skills
Product Management, Project Management, Financial Services, Business Development, Finance, SEO, SEM, Product Development, Investments, Advertising, Training, Start-ups, Analytics
Education
Ivey Business School at Western University 2002 — 2004
MBA
Arizona State University, W. P. Carey School of Business 1994 — 1998
BS
Lance Burch's Charles Schwab Experience October 2014 - Present
Job
Industry Investment Management
Experience
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2011 - May 2013
Charles Schwab August 2007 - August 2011
Merrill Lynch July 2004 - August 2007
Intel Corporation 2001 - 2004
U.S. Army May 1996 - January 2001
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 1993 — 1996
Bachelor of Arts (B.A.), Philosophy
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2011 - May 2013
Charles Schwab August 2007 - August 2011
Merrill Lynch July 2004 - August 2007
Intel Corporation 2001 - 2004
U.S. Army May 1996 - January 2001
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of North Florida 1993 — 1996
Bachelor of Arts (B.A.), Philosophy
Patricia Breen's Charles Schwab Experience August 2015 - Present
Job
Industry Law Practice
Experience
Charles Schwab August 2015 - Present
Breen Olson & Trenton, LLP (BOT Law) March 2012 - Present
Indecomm Global Services December 2009 - March 2012
EquiFirst (Barclays Capital) August 2006 - March 2008
Fieldstone Corporation (REIT) January 2003 - August 2006
Skills
Palisades Stat Tools, Westlaw; Real Quest;..., Automated Valuation..., Palisades Stat Tools,..., Various LOS,, MS Office Suite [Excel;..., History, Litigation, Process Improvement, Due Diligence, Credit, Business Development, Westlaw, Underwriting, Legal Research, Data Mining, Microsoft Excel, Corporate Governance, Credit Analysis, Loans, Legal Advice, Legal Compliance, Mortgage Lending, Analysis, Consumer Lending, Credit Risk, Loan Origination, Policy, Courts, Mergers & Acquisitions, Management, Legal Writing, Civil Litigation, Real Estate, Strategy, Bankruptcy, Banking, Financial Services, Commercial Litigation, Finance, Strategic Planning, Leadership, Customer Service, Negotiation, Risk Management, Contract Negotiation, Mediation, Sales, Team Building, Financial Risk
Education
Summit 2009 — 2012
JD
UC Hastings College of the Law 2012 — 2012
JD - Visiting Student
Golden Gate University, School of Law 2012 — 2012
JD - Visiting Student
Arizona State University, W. P. Carey School of Business 2007 — 2009
MBA
Northeastern University 1996 — 2001
Bachelor of Science (BS)
University of Leuven 1999 — 2000
Charles Schwab August 2015 - Present
Breen Olson & Trenton, LLP (BOT Law) March 2012 - Present
Indecomm Global Services December 2009 - March 2012
EquiFirst (Barclays Capital) August 2006 - March 2008
Fieldstone Corporation (REIT) January 2003 - August 2006
Skills
Palisades Stat Tools, Westlaw; Real Quest;..., Automated Valuation..., Palisades Stat Tools,..., Various LOS,, MS Office Suite [Excel;..., History, Litigation, Process Improvement, Due Diligence, Credit, Business Development, Westlaw, Underwriting, Legal Research, Data Mining, Microsoft Excel, Corporate Governance, Credit Analysis, Loans, Legal Advice, Legal Compliance, Mortgage Lending, Analysis, Consumer Lending, Credit Risk, Loan Origination, Policy, Courts, Mergers & Acquisitions, Management, Legal Writing, Civil Litigation, Real Estate, Strategy, Bankruptcy, Banking, Financial Services, Commercial Litigation, Finance, Strategic Planning, Leadership, Customer Service, Negotiation, Risk Management, Contract Negotiation, Mediation, Sales, Team Building, Financial Risk
Education
Summit 2009 — 2012
JD
UC Hastings College of the Law 2012 — 2012
JD - Visiting Student
Golden Gate University, School of Law 2012 — 2012
JD - Visiting Student
Arizona State University, W. P. Carey School of Business 2007 — 2009
MBA
Northeastern University 1996 — 2001
Bachelor of Science (BS)
University of Leuven 1999 — 2000
Lee Wegener's Charles Schwab Experience March 2010 - August 2013
Job Cisco Systems Systems Engineer Web Service Provider
Industry Computer Networking
Experience
Cisco March 2015 - Present
Time out traveling the big wide world September 2013 - March 2015
Charles Schwab March 2010 - August 2013
Charles Schwab May 2008 - March 2010
Calence Network Consulting March 2006 - May 2008
Wells Fargo Bank 2003 - 2005
Wells Fargo Bank 1997 - 2002
Intel 1995 - 1996
Skills
Data Center, Cisco, Firewalls, Virtualization, Network Engineering, VMware, Cloud Computing, Network Architecture, Enterprise Architecture, Cisco Nexus, QoS, vSphere, WAN, VMware ESX, SAN, TCP/IP, BGP, Routing, Cisco Routers, Storage, OSPF, Routers, Switches, Network Security, Network Design, Servers, Infrastructure, Storage Area Networks, Architecture, VMware Infrastructure, VDI, Networking, Juniper, Security, Network Administration, Integration, System Administration, Telecommunications, Cisco IOS, Computer Security, Solution Architecture, IT Strategy, Hardware, Troubleshooting, Cisco Technologies, Disaster Recovery, VPN, Balloon Artist, Cat Herding, Doors
Education
Arizona State University, Ira A. Fulton College of Engineering and Applied Sciences 1997 — 2000
BSE, Computer Systems Engineering
Arizona State University - W. P. Carey School of Business 1988 — 1994
BS, Finance and Management
Ccie datacenter qualification exam
Cisco March 2015 - Present
Time out traveling the big wide world September 2013 - March 2015
Charles Schwab March 2010 - August 2013
Charles Schwab May 2008 - March 2010
Calence Network Consulting March 2006 - May 2008
Wells Fargo Bank 2003 - 2005
Wells Fargo Bank 1997 - 2002
Intel 1995 - 1996
Skills
Data Center, Cisco, Firewalls, Virtualization, Network Engineering, VMware, Cloud Computing, Network Architecture, Enterprise Architecture, Cisco Nexus, QoS, vSphere, WAN, VMware ESX, SAN, TCP/IP, BGP, Routing, Cisco Routers, Storage, OSPF, Routers, Switches, Network Security, Network Design, Servers, Infrastructure, Storage Area Networks, Architecture, VMware Infrastructure, VDI, Networking, Juniper, Security, Network Administration, Integration, System Administration, Telecommunications, Cisco IOS, Computer Security, Solution Architecture, IT Strategy, Hardware, Troubleshooting, Cisco Technologies, Disaster Recovery, VPN, Balloon Artist, Cat Herding, Doors
Education
Arizona State University, Ira A. Fulton College of Engineering and Applied Sciences 1997 — 2000
BSE, Computer Systems Engineering
Arizona State University - W. P. Carey School of Business 1988 — 1994
BS, Finance and Management
Ccie datacenter qualification exam
Jesse Hallowitz, MBA's Charles Schwab Experience November 2007 - Present
Job
Industry Financial Services
Experience
Charles Schwab November 2007 - Present
JRH Consulting May 2010 - Present
Skills
Financial Analysis, Financial Modeling
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance Emphasis
University of Rochester 1996 — 2000
B.A., Economics and Spanish
Charles Schwab November 2007 - Present
JRH Consulting May 2010 - Present
Skills
Financial Analysis, Financial Modeling
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance Emphasis
University of Rochester 1996 — 2000
B.A., Economics and Spanish
Ben Layton's Charles Schwab Experience February 2014 - Present
Job Sr Business Intelligence Engineer
Industry Banking
Experience
Charles Schwab February 2014 - Present
J P Morgan Chase March 2006 - February 2014
PetSmart 2004 - 2006
Skills
VBA, Staff Development, Microsoft Excel, Risk Management, Financial Analysis, Analysis, Public Speaking, Data Analysis, Leadership, Investments, Credit, Process Improvement, SAS, Banking, Finance, Higher Education, Business Analysis, Instructional Design
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Business
Brigham Young University 1996 — 1999
BS, Statistics
Charles Schwab February 2014 - Present
J P Morgan Chase March 2006 - February 2014
PetSmart 2004 - 2006
Skills
VBA, Staff Development, Microsoft Excel, Risk Management, Financial Analysis, Analysis, Public Speaking, Data Analysis, Leadership, Investments, Credit, Process Improvement, SAS, Banking, Finance, Higher Education, Business Analysis, Instructional Design
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
MBA, Business
Brigham Young University 1996 — 1999
BS, Statistics
Scott Schreck's Charles Schwab Experience August 1997 - Present
Job Director, Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1997 - Present
Education
Arizona State University - W. P. Carey School of Business 1994 — 2002
Charles Schwab August 1997 - Present
Education
Arizona State University - W. P. Carey School of Business 1994 — 2002
Nigel Murtagh's Charles Schwab Experience June 2012 - Present
Job EVP, Corporate Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab August 2000 - Present
Bank of America 1995 - 2000
US Treasury 1988 - 1995
Skills
Capital Markets, Operational Risk, Enterprise Risk..., Financial Risk, Credit Risk, Banking, Credit, Portfolio Management, Risk Management, Series 7, Asset Management, Securities, Fixed Income, Financial Services
Education
Arizona State University, W. P. Carey School of Business 1997 — 1998
MBA / Finance
San Jose State University
Economics
Charles Schwab June 2012 - Present
Charles Schwab August 2000 - Present
Bank of America 1995 - 2000
US Treasury 1988 - 1995
Skills
Capital Markets, Operational Risk, Enterprise Risk..., Financial Risk, Credit Risk, Banking, Credit, Portfolio Management, Risk Management, Series 7, Asset Management, Securities, Fixed Income, Financial Services
Education
Arizona State University, W. P. Carey School of Business 1997 — 1998
MBA / Finance
San Jose State University
Economics
Thomas Werbinski's Charles Schwab Experience November 1996 - Present
Job Fixed Income Research Analyst
Industry Financial Services
Experience
Charles Schwab November 1996 - Present
Skills
Credit Analysis, Credit, Fixed Income, Investments, Financial Analysis, Banking, Credit Risk, Financial Modeling, Mutual Funds, Bloomberg
Education
Arizona State University, W. P. Carey School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance
Charles Schwab November 1996 - Present
Skills
Credit Analysis, Credit, Fixed Income, Investments, Financial Analysis, Banking, Credit Risk, Financial Modeling, Mutual Funds, Bloomberg
Education
Arizona State University, W. P. Carey School of Business 1990 — 1994
Bachelor of Science (B.S.), Finance
Tod McKinney's Charles Schwab Experience June 2015 - Present
Job Software Architect
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
Charles Schwab July 2014 - June 2015
Pegasystems March 2011 - June 2014
Bank of America October 2006 - February 2011
PING April 2004 - August 2006
Caterpillar Logistics Services August 1999 - September 2003
Stanley Works May 1998 - August 1999
Tektronix July 1996 - May 1998
Apple Computer Europe July 1993 - July 1996
Skills
Business Process Design, Pega PRPC, Pegasystems PRPC, SOA, Business Process..., Software Development, Agile Methodologies, Scrum, Enterprise Architecture, .NET, SOAP, Web Services, Java Enterprise Edition, Software Project..., Requirements Analysis, SDLC, Management, Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Masters Business Administration, Supply Chain Management
University of Washington 1984 — 1988
Bachelor of Arts (B.A.), English Literature
Charles Schwab June 2015 - Present
Charles Schwab July 2014 - June 2015
Pegasystems March 2011 - June 2014
Bank of America October 2006 - February 2011
PING April 2004 - August 2006
Caterpillar Logistics Services August 1999 - September 2003
Stanley Works May 1998 - August 1999
Tektronix July 1996 - May 1998
Apple Computer Europe July 1993 - July 1996
Skills
Business Process Design, Pega PRPC, Pegasystems PRPC, SOA, Business Process..., Software Development, Agile Methodologies, Scrum, Enterprise Architecture, .NET, SOAP, Web Services, Java Enterprise Edition, Software Project..., Requirements Analysis, SDLC, Management, Business Analysis
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Masters Business Administration, Supply Chain Management
University of Washington 1984 — 1988
Bachelor of Arts (B.A.), English Literature
Chris Macias, MBA's Charles Schwab Experience October 2009 - June 2010
Job Senior Project Manager at Oldcastle Precast
Industry Telecommunications
Experience
Oldcastle Precast February 2015 - Present
Oldcastle Precast February 2014 - February 2015
Ultra Clean Technology June 2010 - February 2014
Charles Schwab October 2009 - June 2010
Jabil Circuits, Inc May 2007 - June 2009
FACS Group Inc July 2003 - May 2007
Skills
Data Analysis, Continuous Improvement, Supply Chain Management, Supply Chain, Forecasting, Sales, Project Management, Microsoft Excel, Account Management, Customer Service, Negotiation, Contract Manufacturing, Semiconductor Industry, Project Planning, Bill of Materials, Manufacturing, MRP, Customer Satisfaction, Coaching
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Arizona State University - W. P. Carey School of Business 2003 — 2007
B.S., Business - Supply Chain Management
Oldcastle Precast February 2015 - Present
Oldcastle Precast February 2014 - February 2015
Ultra Clean Technology June 2010 - February 2014
Charles Schwab October 2009 - June 2010
Jabil Circuits, Inc May 2007 - June 2009
FACS Group Inc July 2003 - May 2007
Skills
Data Analysis, Continuous Improvement, Supply Chain Management, Supply Chain, Forecasting, Sales, Project Management, Microsoft Excel, Account Management, Customer Service, Negotiation, Contract Manufacturing, Semiconductor Industry, Project Planning, Bill of Materials, Manufacturing, MRP, Customer Satisfaction, Coaching
Education
University of Phoenix 2010 — 2012
Masters, Business Administration
Arizona State University - W. P. Carey School of Business 2003 — 2007
B.S., Business - Supply Chain Management
Tom Miller, CFA's Charles Schwab Experience November 2008 - September 2013
Job Portfolio Strategist at ThomasPartners Inc.
Industry Financial Services
Experience
ThomasPartners Inc. September 2013 - Present
Charles Schwab November 2008 - September 2013
Charles Schwab January 2006 - October 2008
Skills
Mutual Funds, Series 63, Wealth Management, Asset Allocation, Investments, Asset Management, Investment Advisory, ETFs, Financial Services, Series 7, Investment Strategies
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA
Arizona State University 1994 — 1998
Bachelor of Science, Accounting
ThomasPartners Inc. September 2013 - Present
Charles Schwab November 2008 - September 2013
Charles Schwab January 2006 - October 2008
Skills
Mutual Funds, Series 63, Wealth Management, Asset Allocation, Investments, Asset Management, Investment Advisory, ETFs, Financial Services, Series 7, Investment Strategies
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA
Arizona State University 1994 — 1998
Bachelor of Science, Accounting
Jarrad Evans's Charles Schwab Experience March 2000 - January 2001
Job Vice President, Business Development & Strategy at Benchmark Hospitality International
Industry Hospitality
Experience
Benchmark Hospitality International March 2014 - Present
ClubCorp September 2012 - March 2014
Troon Golf March 2006 - September 2012
Troon Golf May 2003 - March 2006
Troon Golf February 2001 - May 2003
Charles Schwab March 2000 - January 2001
Marcus & Millichap June 1999 - March 2000
Skills
Business Development, Contract Negotiation, Due Diligence, Hospitality, Leadership, Management, Marketing, Negotiation, Real Estate, Resorts, Golf, Hotels, Hospitality Management, Revenue Analysis, Financial Modeling, Operations Management
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
Master of Business Administration
Ohio University 1997 — 1999
B.S., Journalism/Advertising
The Ohio State University 1995 — 1997
Benchmark Hospitality International March 2014 - Present
ClubCorp September 2012 - March 2014
Troon Golf March 2006 - September 2012
Troon Golf May 2003 - March 2006
Troon Golf February 2001 - May 2003
Charles Schwab March 2000 - January 2001
Marcus & Millichap June 1999 - March 2000
Skills
Business Development, Contract Negotiation, Due Diligence, Hospitality, Leadership, Management, Marketing, Negotiation, Real Estate, Resorts, Golf, Hotels, Hospitality Management, Revenue Analysis, Financial Modeling, Operations Management
Education
Arizona State University - W. P. Carey School of Business 2002 — 2004
Master of Business Administration
Ohio University 1997 — 1999
B.S., Journalism/Advertising
The Ohio State University 1995 — 1997
Graham Lace's Charles Schwab Experience 1997 - 2002
Job Senior Manager Strategic Inventory Analysis, Process & System Management at United Airlines
Industry Airlines/Aviation
Experience
United Airlines May 2015 - Present
United Airlines May 2013 - May 2015
AAR Corp November 2009 - May 2013
US Airways January 2009 - November 2009
GE Commercial Aviation Services August 2006 - November 2008
Mesa Airlines January 2006 - August 2006
Mesa Airlines February 2005 - January 2006
Mesa Airlines January 2003 - February 2005
Charles Schwab 1997 - 2002
America West Airlines June 1996 - August 1996
Skills
Financial Analysis, Forecasting, Supply Chain Management, Supply Chain, Six Sigma, Aircraft, Airlines, Aerospace, Aviation, Analysis, Program Management, Project Planning, Leadership, Management, Strategy, Commercial Aviation
Education
Keller Graduate School of Management 1999 — 2001
MBA
Arizona State University - W. P. Carey School of Business 1993 — 1997
B.S., Finance, minor in Political Science
United Airlines May 2015 - Present
United Airlines May 2013 - May 2015
AAR Corp November 2009 - May 2013
US Airways January 2009 - November 2009
GE Commercial Aviation Services August 2006 - November 2008
Mesa Airlines January 2006 - August 2006
Mesa Airlines February 2005 - January 2006
Mesa Airlines January 2003 - February 2005
Charles Schwab 1997 - 2002
America West Airlines June 1996 - August 1996
Skills
Financial Analysis, Forecasting, Supply Chain Management, Supply Chain, Six Sigma, Aircraft, Airlines, Aerospace, Aviation, Analysis, Program Management, Project Planning, Leadership, Management, Strategy, Commercial Aviation
Education
Keller Graduate School of Management 1999 — 2001
MBA
Arizona State University - W. P. Carey School of Business 1993 — 1997
B.S., Finance, minor in Political Science
Scott Spaulding's Charles Schwab Experience February 2015 - Present
Job Senior Manager at Charles Schwab, Retirement Business Services
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
ING Investment Management June 2004 - January 2014
Helix Transportation August 2008 - September 2011
SES Systems February 2000 - December 2010
Best Buy 1999 - 2002
Skills
Financial Analysis, Mutual Funds, Series 7, Asset Managment, Information Technology, Financial Modeling, Strategic Planning, Investments, Financial Reporting, Microsoft Office, Investment Management, Investment Strategies, Series 63, CRM Integration, Microsoft Excel, Business Planning, Business Intelligence, Entrepreneurship, Economics, Strategy, Asset Management, Department Budgeting, Budget Process, Microsoft SQL Server, Communication Skills, Critical Thinking, Logical Thinker, Problem Solving, Technology, Presenting to Senior..., Accountability, Analysis, FINRA, Business Strategy, Financial Services, Strategic Financial..., Capital Markets, Relationship Management, Sales, Risk Management, Leadership, Management
Education
Arizona State University, W. P. Carey School of Business 1999 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Charles Schwab February 2015 - Present
ING Investment Management June 2004 - January 2014
Helix Transportation August 2008 - September 2011
SES Systems February 2000 - December 2010
Best Buy 1999 - 2002
Skills
Financial Analysis, Mutual Funds, Series 7, Asset Managment, Information Technology, Financial Modeling, Strategic Planning, Investments, Financial Reporting, Microsoft Office, Investment Management, Investment Strategies, Series 63, CRM Integration, Microsoft Excel, Business Planning, Business Intelligence, Entrepreneurship, Economics, Strategy, Asset Management, Department Budgeting, Budget Process, Microsoft SQL Server, Communication Skills, Critical Thinking, Logical Thinker, Problem Solving, Technology, Presenting to Senior..., Accountability, Analysis, FINRA, Business Strategy, Financial Services, Strategic Financial..., Capital Markets, Relationship Management, Sales, Risk Management, Leadership, Management
Education
Arizona State University, W. P. Carey School of Business 1999 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Vinny Fung's Charles Schwab Experience December 1997 - Present
Job Design Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1997 - Present
Education
Arizona State University 1979 — 1983
Bachelor of Science, School of Architecture - Interior
Charles Schwab December 1997 - Present
Education
Arizona State University 1979 — 1983
Bachelor of Science, School of Architecture - Interior
Yelena Badalyants's Charles Schwab Experience September 2013 - December 2013
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab September 2013 - December 2013
Merrill Edge June 2013 - August 2013
Charles Schwab January 1999 - January 2005
Bank of Arizona January 1998 - January 1999
WNBA Phoenix Mercury June 1998 - August 1998
Skills
Training, Management, Leadership, Business Development, Project Planning, Customer Service, Call Centers, Microsoft Excel, Teamwork, Employee Benefits, Securities, Mutual Funds, PowerPoint, Financial Services, Research, Fixed Income, Trading, Financial Risk, Series 63, Banking, Options
Education
Arizona State University 1996 — 1998
Bachelor of Science, Marketing
Washtenaw Community College 1994 — 1996
Associate Degree, General Studies
Charles Schwab September 2013 - December 2013
Merrill Edge June 2013 - August 2013
Charles Schwab January 1999 - January 2005
Bank of Arizona January 1998 - January 1999
WNBA Phoenix Mercury June 1998 - August 1998
Skills
Training, Management, Leadership, Business Development, Project Planning, Customer Service, Call Centers, Microsoft Excel, Teamwork, Employee Benefits, Securities, Mutual Funds, PowerPoint, Financial Services, Research, Fixed Income, Trading, Financial Risk, Series 63, Banking, Options
Education
Arizona State University 1996 — 1998
Bachelor of Science, Marketing
Washtenaw Community College 1994 — 1996
Associate Degree, General Studies
James T. Katikos's Charles Schwab Experience September 2011 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Merrill Edge May 2011 - August 2011
USAA June 2009 - May 2011
USAA August 2007 - June 2009
New York Life April 2006 - June 2007
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
Western Michigan University - Haworth College of Business 2002 — 2006
B.B.A., Personal Financial Planning
Charles Schwab September 2011 - Present
Merrill Edge May 2011 - August 2011
USAA June 2009 - May 2011
USAA August 2007 - June 2009
New York Life April 2006 - June 2007
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
Western Michigan University - Haworth College of Business 2002 — 2006
B.B.A., Personal Financial Planning
Staci Victor's Charles Schwab Experience October 2000 - April 2004
Job ABO Certified Optician, Owner Victor Sports and Safety Eyewear
Industry Medical Practice
Experience
Victor Eyecare January 2007 - Present
Charles Schwab October 2000 - April 2004
Development Corp. for Israel 1990 - 1996
Skills
Prior NASD Series 7, 2,..., ABO (American Board..., Management, CRM, Sales, Customer Service, Healthcare, Banking, Microsoft Office, Leadership, Public Speaking, Microsoft Word, Financial Services, Team Building, Event Planning, Retail, Sales Management
Education
Arizona State University 1979 — 1984
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, Dean's List
Victor Eyecare January 2007 - Present
Charles Schwab October 2000 - April 2004
Development Corp. for Israel 1990 - 1996
Skills
Prior NASD Series 7, 2,..., ABO (American Board..., Management, CRM, Sales, Customer Service, Healthcare, Banking, Microsoft Office, Leadership, Public Speaking, Microsoft Word, Financial Services, Team Building, Event Planning, Retail, Sales Management
Education
Arizona State University 1979 — 1984
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies, Dean's List
Steve Heidenblut's Charles Schwab Experience March 2004 - Present
Job Senior Network Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2004 - Present
Education
Arizona State University
Charles Schwab March 2004 - Present
Education
Arizona State University
William Shack's Charles Schwab Experience September 2010 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
American Solar Electric, Inc. March 2010 - May 2010
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2003 — 2008
Bachelors of Science, Architecture and Related Services
Charles Schwab September 2010 - Present
American Solar Electric, Inc. March 2010 - May 2010
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2003 — 2008
Bachelors of Science, Architecture and Related Services
Matt Haught's Charles Schwab Experience May 2011 - Present
Job Database Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2011 - Present
Apollo Group June 2005 - June 2011
Ensynch October 2004 - February 2005
Internet Education Exchange September 2003 - December 2003
Skills
Databases, SQL, Oracle, Disaster Recovery, SharePoint, Servers, Integration, System Administration, Database Administration, Oracle RAC, Unix, Data Warehousing, Performance Tuning, Database Design, Visio, PL/SQL, Active Directory, Security, Data Modeling, ETL, SDLC, Enterprise Architecture, IT Management, Solaris, ITIL, High Availability, Linux, Microsoft SQL Server
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor of Science, Business Information Systems
Charles Schwab May 2011 - Present
Apollo Group June 2005 - June 2011
Ensynch October 2004 - February 2005
Internet Education Exchange September 2003 - December 2003
Skills
Databases, SQL, Oracle, Disaster Recovery, SharePoint, Servers, Integration, System Administration, Database Administration, Oracle RAC, Unix, Data Warehousing, Performance Tuning, Database Design, Visio, PL/SQL, Active Directory, Security, Data Modeling, ETL, SDLC, Enterprise Architecture, IT Management, Solaris, ITIL, High Availability, Linux, Microsoft SQL Server
Education
Arizona State University - W. P. Carey School of Business 1999 — 2003
Bachelor of Science, Business Information Systems
Derek Schwartz's Charles Schwab Experience June 2003 - March 2004
Job Server Administrator II at Discount Tire Company
Industry Information Technology and Services
Experience
Discount Tire Company September 2012 - Present
Apollo Group March 2012 - July 2012
Rowland Companies / Rowland Constructors October 2007 - December 2011
IBM Global Services June 2004 - October 2007
Charles Schwab June 2003 - March 2004
GE Capital February 2002 - October 2002
American Express July 2000 - November 2001
Honeywell Industrial Automation and Control April 1999 - July 2000
Intel Corporation November 1998 - March 1999
Skills
Virtualization, VMware, System Administration, Active Directory, Linux, Servers, Windows Server, SQL, Disaster Recovery, Cloud Computing, .NET, NAS, Windows, ASP.NET, Operating Systems, Security
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master of Science, Information Management
University of Phoenix 2005 — 2007
Bachelor of Science, Information Technology
Rio Salado Community College 1995 — 1997
Associate of Applied Science, Information Technology
Paradise Valley Community College 1991 — 1995
Associate of Arts, emphasis on Business and Computer Programming
Discount Tire Company September 2012 - Present
Apollo Group March 2012 - July 2012
Rowland Companies / Rowland Constructors October 2007 - December 2011
IBM Global Services June 2004 - October 2007
Charles Schwab June 2003 - March 2004
GE Capital February 2002 - October 2002
American Express July 2000 - November 2001
Honeywell Industrial Automation and Control April 1999 - July 2000
Intel Corporation November 1998 - March 1999
Skills
Virtualization, VMware, System Administration, Active Directory, Linux, Servers, Windows Server, SQL, Disaster Recovery, Cloud Computing, .NET, NAS, Windows, ASP.NET, Operating Systems, Security
Education
Arizona State University - W. P. Carey School of Business 2007 — 2008
Master of Science, Information Management
University of Phoenix 2005 — 2007
Bachelor of Science, Information Technology
Rio Salado Community College 1995 — 1997
Associate of Applied Science, Information Technology
Paradise Valley Community College 1991 — 1995
Associate of Arts, emphasis on Business and Computer Programming
Tyler Lambson's Charles Schwab Experience January 2015 - Present
Job Investment Broker, Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
ScorpionTech Termite & Pest Control, Inc. April 2008 - January 2015
Albertson's Osco January 2003 - February 2006
Skills
Troubleshooting, Customer Service, Team Building, Microsoft Office, Customer Satisfaction, Operations Management, Inventory Management, Sales, Training, Team Leadership, Leadership, Time Management, Process Improvement, Microsoft Word, Customer Experience, Customer Retention, PowerPoint, Teamwork, Account Management
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Health Promotion
Mesa Community College 2008 — 2011
Associate of Arts (A.A.), General Studies
Charles Schwab January 2015 - Present
ScorpionTech Termite & Pest Control, Inc. April 2008 - January 2015
Albertson's Osco January 2003 - February 2006
Skills
Troubleshooting, Customer Service, Team Building, Microsoft Office, Customer Satisfaction, Operations Management, Inventory Management, Sales, Training, Team Leadership, Leadership, Time Management, Process Improvement, Microsoft Word, Customer Experience, Customer Retention, PowerPoint, Teamwork, Account Management
Education
Arizona State University 2011 — 2013
Bachelor of Science (BS), Health Promotion
Mesa Community College 2008 — 2011
Associate of Arts (A.A.), General Studies
Wendy Hayes, CBCP's Charles Schwab Experience 2008 - Present
Job Business Continuity Manager
Industry Financial Services
Experience
Charles Schwab 2008 - Present
JPMorgan Chase November 1997 - June 2006
Skills
Risk Management, Business Continuity..., Disaster Recovery, Business Continuity, Training, Financial Risk, Project Planning, Leadership, Analysis, Strategy, Management, Vendor Management, Business Analysis, Process Improvement, Program Management, Crisis Management, Project Management
Education
Arizona State University 1993 — 1995
BS, Communication
Charles Schwab 2008 - Present
JPMorgan Chase November 1997 - June 2006
Skills
Risk Management, Business Continuity..., Disaster Recovery, Business Continuity, Training, Financial Risk, Project Planning, Leadership, Analysis, Strategy, Management, Vendor Management, Business Analysis, Process Improvement, Program Management, Crisis Management, Project Management
Education
Arizona State University 1993 — 1995
BS, Communication
R. Scott Green's Charles Schwab Experience June 2011 - Present
Job Sr. Trading Specialist
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
DPR Realty, LLC August 2010 - June 2011
Source Capital Group September 2006 - March 2011
Optima Realty, LLC November 2008 - July 2010
Montalbano Homes 2005 - 2008
Education
Arizona State University - W. P. Carey School of Business 1985 — 2003
B.S., Finance
Charles Schwab June 2011 - Present
DPR Realty, LLC August 2010 - June 2011
Source Capital Group September 2006 - March 2011
Optima Realty, LLC November 2008 - July 2010
Montalbano Homes 2005 - 2008
Education
Arizona State University - W. P. Carey School of Business 1985 — 2003
B.S., Finance
Greg Darnell's Charles Schwab Experience February 2000 - January 2006
Job Aviation & Aerospace Professional
Industry Aviation & Aerospace
Experience
Southwest Turbine June 2008 - January 2009
Senior Advocate Services January 2006 - June 2008
Charles Schwab February 2000 - January 2006
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
MBA, Business Administration
Arizona State University West 1997 — 1999
BS, Global Business
Southwest Turbine June 2008 - January 2009
Senior Advocate Services January 2006 - June 2008
Charles Schwab February 2000 - January 2006
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
MBA, Business Administration
Arizona State University West 1997 — 1999
BS, Global Business
T.J. Larsen's Charles Schwab Experience December 2009 - February 2010
Job •Assistant Vice President at Realty Capital Securities
Industry Real Estate
Experience
American Realty Capital November 2013 - May 2015
American Realty Capital November 2010 - November 2013
Wells Fargo June 2010 - October 2010
Charles Schwab December 2009 - February 2010
Ziegler August 2008 - July 2009
Arizona State University August 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Sales, Series 7, Asset Management, Financial Services, Finance, Management, Investments, Customer Service, Financial Analysis, Research
Education
Arizona State University 2005 — 2008
Minor, Mathematics
Arizona State University - W. P. Carey School of Business 2005 — 2008
B.S., Economics
Arizona State University - W. P. Carey School of Business 2005 — 2008
Certificate, International Business
Arizona State University
Weston High School
American Realty Capital November 2013 - May 2015
American Realty Capital November 2010 - November 2013
Wells Fargo June 2010 - October 2010
Charles Schwab December 2009 - February 2010
Ziegler August 2008 - July 2009
Arizona State University August 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Sales, Series 7, Asset Management, Financial Services, Finance, Management, Investments, Customer Service, Financial Analysis, Research
Education
Arizona State University 2005 — 2008
Minor, Mathematics
Arizona State University - W. P. Carey School of Business 2005 — 2008
B.S., Economics
Arizona State University - W. P. Carey School of Business 2005 — 2008
Certificate, International Business
Arizona State University
Weston High School
Trey Brandt's Charles Schwab Experience May 2000 - August 2004
Job Director of Construction
Industry Real Estate
Experience
Colony American Homes October 2013 - Present
Colony American Homes July 2012 - October 2013
Master of Real Estate Development, Arizona State University, W.P. Carey School of Business August 2010 - May 2011
Loreto Bay Company 2004 - 2009
Charles Schwab May 2000 - August 2004
Skills
Foreclosures, Property Management, Real Estate Transactions, Contract Negotiation, Selling, REO, Real Estate, Residential Homes, Real Estate Development, Management, Budgets, Investment Properties, Financial Analysis, Short Sales, Sellers, Marketing, Negotiation, Condos
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master's Degree, Real Estate Development
University of Arizona 1988 — 1992
Bachelor of Arts & Science, Economics
Colony American Homes October 2013 - Present
Colony American Homes July 2012 - October 2013
Master of Real Estate Development, Arizona State University, W.P. Carey School of Business August 2010 - May 2011
Loreto Bay Company 2004 - 2009
Charles Schwab May 2000 - August 2004
Skills
Foreclosures, Property Management, Real Estate Transactions, Contract Negotiation, Selling, REO, Real Estate, Residential Homes, Real Estate Development, Management, Budgets, Investment Properties, Financial Analysis, Short Sales, Sellers, Marketing, Negotiation, Condos
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Master's Degree, Real Estate Development
University of Arizona 1988 — 1992
Bachelor of Arts & Science, Economics
Devin Coger's Charles Schwab Experience June 2011 - September 2012
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
Charles Schwab June 2011 - September 2012
MidFirst Bank April 2010 - November 2010
Best Buy November 2005 - February 2010
Skills
Financial Analysis, Retail, Merchandising, Customer Satisfaction, Customer Experience, Sales, Microsoft Office, Retail Sales, Microsoft Excel, Outlook, CAPM, Series 7, Finance, Wealth Management, Series 66, Asset Management, Life Insurance, Health Insurance, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Merrill Lynch September 2012 - Present
Charles Schwab June 2011 - September 2012
MidFirst Bank April 2010 - November 2010
Best Buy November 2005 - February 2010
Skills
Financial Analysis, Retail, Merchandising, Customer Satisfaction, Customer Experience, Sales, Microsoft Office, Retail Sales, Microsoft Excel, Outlook, CAPM, Series 7, Finance, Wealth Management, Series 66, Asset Management, Life Insurance, Health Insurance, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Kimberly McAuliffe's Charles Schwab Experience May 2000 - October 2004
Job Senior Associate at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services September 2010 - Present
Prudential Financial December 2009 - September 2010
Prudential Financial July 2007 - November 2009
Prudential Financial June 2006 - July 2007
Allstate Insurance April 2004 - June 2006
Charles Schwab May 2000 - October 2004
Charles Schwab October 2001 - April 2004
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Science, Marketing
Discover Financial Services September 2010 - Present
Prudential Financial December 2009 - September 2010
Prudential Financial July 2007 - November 2009
Prudential Financial June 2006 - July 2007
Allstate Insurance April 2004 - June 2006
Charles Schwab May 2000 - October 2004
Charles Schwab October 2001 - April 2004
Education
Arizona State University - W. P. Carey School of Business 1996 — 2000
Bachelor of Science, Marketing
Stephen Cornelison's Charles Schwab Experience March 2012 - March 2013
Job Grants Finance & Compliance Manager at Food for the Hungry, Inc.
Industry Nonprofit Organization Management
Experience
Food for the Hungry, Inc. April 2015 - Present
Food for the Hungry, Inc. February 2014 - April 2015
Food for the Hungry, Inc. April 2013 - February 2014
Charles Schwab March 2012 - March 2013
Charles Schwab January 2011 - March 2012
Food for the Hungry, Inc. May 2009 - August 2009
Speedie & Associates December 2006 - June 2007
Skills
Leadership, Fundraising, Community Outreach, Strategy, Strategic Planning, Staff Development, Grants, Public Speaking, Market Research, Nonprofits, Leadership Development, Customer Service, Time Management, Volunteer Management, Team Leadership, Microsoft Office, Social Media, Process Improvement, Management, Teaching
Education
Southwestern College 2008 — 2010
Bachelor's, Business Administration
Arizona State University 2006 — 2014
Bachelor's degree, History
Food for the Hungry, Inc. April 2015 - Present
Food for the Hungry, Inc. February 2014 - April 2015
Food for the Hungry, Inc. April 2013 - February 2014
Charles Schwab March 2012 - March 2013
Charles Schwab January 2011 - March 2012
Food for the Hungry, Inc. May 2009 - August 2009
Speedie & Associates December 2006 - June 2007
Skills
Leadership, Fundraising, Community Outreach, Strategy, Strategic Planning, Staff Development, Grants, Public Speaking, Market Research, Nonprofits, Leadership Development, Customer Service, Time Management, Volunteer Management, Team Leadership, Microsoft Office, Social Media, Process Improvement, Management, Teaching
Education
Southwestern College 2008 — 2010
Bachelor's, Business Administration
Arizona State University 2006 — 2014
Bachelor's degree, History
Tamarah Fitzsimmons's Charles Schwab Experience January 2007 - June 2010
Job Certified Fiduciary at Fitzsimmons Fiduciary Services
Industry Financial Services
Experience
Fiduciary Services June 2010 - Present
Fitzsimmons Fiduciary Services January 2010 - Present
Arizona Department of Veterans Services January 2013 - April 2015
Charles Schwab January 2007 - June 2010
Charles Schwab-Schwab Institutional January 2007 - January 2010
JPMorgan Chase Bank January 1999 - January 2007
AST Trust January 1996 - January 1999
Wells Fargo Bank January 1986 - January 1996
Skills
Certified Fiduciary, Certified Trust..., Wealth Management, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Portfolio Management, IRAs, Risk Management, Trusts, Financial Services
Education
Arizona State University 1987 — 1994
Bachelor of Science (BS), Finance, General
Phoenix CollegeArizona State UniversityAmerican Institute of Banking 1987 — 1994
BS, Finance, General
Fiduciary Services June 2010 - Present
Fitzsimmons Fiduciary Services January 2010 - Present
Arizona Department of Veterans Services January 2013 - April 2015
Charles Schwab January 2007 - June 2010
Charles Schwab-Schwab Institutional January 2007 - January 2010
JPMorgan Chase Bank January 1999 - January 2007
AST Trust January 1996 - January 1999
Wells Fargo Bank January 1986 - January 1996
Skills
Certified Fiduciary, Certified Trust..., Wealth Management, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Investments, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Portfolio Management, IRAs, Risk Management, Trusts, Financial Services
Education
Arizona State University 1987 — 1994
Bachelor of Science (BS), Finance, General
Phoenix CollegeArizona State UniversityAmerican Institute of Banking 1987 — 1994
BS, Finance, General
Christopher Jaynes's Charles Schwab Experience January 2012 - August 2012
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Virginia Swendson's Charles Schwab Experience Project ManagerCharles Schwab2011 - 2013
Job Project Management Professional
Industry Computer Networking
Experience
Charles Schwab Project ManagerCharles Schwab2011 - 2013
Skills
Certified Scrum Master...
Education
Arizona State University
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Arizona State University
Bachelor's degree, Business/Marketing, 3.95 gpa
Charles Schwab Project ManagerCharles Schwab2011 - 2013
Skills
Certified Scrum Master...
Education
Arizona State University
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Arizona State University
Bachelor's degree, Business/Marketing, 3.95 gpa
Christopher Vo's Charles Schwab Experience October 2011 - October 2014
Job .NET Developer at Safeway
Industry Information Technology and Services
Experience
Safeway November 2014 - Present
Charles Schwab October 2011 - October 2014
L-3 Communications March 2011 - October 2011
Insight May 2010 - August 2010
Skills
Process Improvement, SQL, Project Management, Visio, C#, Business Intelligence, SDLC, Databases, Java, Business Analysis, Unix, Requirements Analysis, JavaScript, Linux, Oracle, HTML, MySQL, Web Development, Data Warehousing, Unix Shell Scripting
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (M.S.), Information Management
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science, Computer Information Systems
Safeway November 2014 - Present
Charles Schwab October 2011 - October 2014
L-3 Communications March 2011 - October 2011
Insight May 2010 - August 2010
Skills
Process Improvement, SQL, Project Management, Visio, C#, Business Intelligence, SDLC, Databases, Java, Business Analysis, Unix, Requirements Analysis, JavaScript, Linux, Oracle, HTML, MySQL, Web Development, Data Warehousing, Unix Shell Scripting
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (M.S.), Information Management
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science, Computer Information Systems
Tom Gerboth's Charles Schwab Experience July 2011 - Present
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Mountain Pointe High School May 2006 - August 2010
Safeway 2005 - 2006
Skills
Retail, Customer Service, Data Entry
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Marketing
Charles Schwab July 2011 - Present
Mountain Pointe High School May 2006 - August 2010
Safeway 2005 - 2006
Skills
Retail, Customer Service, Data Entry
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Marketing
Thomas St. Germain's Charles Schwab Experience June 2012 - August 2012
Job Senior User Technology Specialist at City of Phoenix Water Services Department
Industry Restaurants
Experience
City of Phoenix Water Services Department February 2014 - Present
MedTunnel January 2014 - Present
Prisma Graphic November 2012 - February 2014
Arizona Department of Health Services November 2012 - December 2012
Papa Johns October 2010 - December 2012
Charles Schwab June 2012 - August 2012
Zwicker & Associates March 2010 - August 2010
Sunflower Farmers Market June 2009 - March 2010
Skills
Java, SQL, Microsoft Office, HTML, PHP, JavaScript, Network Architecture, Wireless Networking, Relational Databases, Database Design, Access, Customer Service, Web Development, Network Engineering, ASP, TFS, Oracle 9i, Management, Cisco Networking, Windows, Linux, Oracle, C#, CSS, Computer Hardware, Microsoft SQL Server, MySQL, Software Documentation, Time Management
Education
Arizona State University 2009 — 2013
Applied Computing, Computer Science
City of Phoenix Water Services Department February 2014 - Present
MedTunnel January 2014 - Present
Prisma Graphic November 2012 - February 2014
Arizona Department of Health Services November 2012 - December 2012
Papa Johns October 2010 - December 2012
Charles Schwab June 2012 - August 2012
Zwicker & Associates March 2010 - August 2010
Sunflower Farmers Market June 2009 - March 2010
Skills
Java, SQL, Microsoft Office, HTML, PHP, JavaScript, Network Architecture, Wireless Networking, Relational Databases, Database Design, Access, Customer Service, Web Development, Network Engineering, ASP, TFS, Oracle 9i, Management, Cisco Networking, Windows, Linux, Oracle, C#, CSS, Computer Hardware, Microsoft SQL Server, MySQL, Software Documentation, Time Management
Education
Arizona State University 2009 — 2013
Applied Computing, Computer Science
Carol McIntosh's Charles Schwab Experience 1997 - 2005
Job Senior Sybase Production Support DBA
Industry Banking
Experience
Credit Suisse March 2012 - Present
Jefferies & Company February 2006 - August 2011
Charles Schwab 1997 - 2005
Mervyns 1985 - 1987
Skills
Sybase, Datacom, Database Administration
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
B.S., Computer Information Systems
UC Irvine 1978 — 1980
Physics
Credit Suisse March 2012 - Present
Jefferies & Company February 2006 - August 2011
Charles Schwab 1997 - 2005
Mervyns 1985 - 1987
Skills
Sybase, Datacom, Database Administration
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
B.S., Computer Information Systems
UC Irvine 1978 — 1980
Physics
Alexa Cancilla's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Academy at Charles Schwab
Industry Retail
Experience
Charles Schwab July 2015 - Present
Aveda June 2013 - July 2015
Buffalo Wild Wings June 2014 - October 2014
Barzinis Italian Restaurant January 2013 - May 2013
Sun Devil Athletics January 2013 - May 2013
Anthropologie June 2012 - January 2013
Paradise Valley Community Center June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Twitter, Instagram, Social Networking, Social Media, Time Management, Customer Service, Event Planning, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor's Degree, Management Entrepreneurship
Charles Schwab July 2015 - Present
Aveda June 2013 - July 2015
Buffalo Wild Wings June 2014 - October 2014
Barzinis Italian Restaurant January 2013 - May 2013
Sun Devil Athletics January 2013 - May 2013
Anthropologie June 2012 - January 2013
Paradise Valley Community Center June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Photoshop, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Twitter, Instagram, Social Networking, Social Media, Time Management, Customer Service, Event Planning, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor's Degree, Management Entrepreneurship
Jarrod Friedson's Charles Schwab Experience September 2011 - Present
Job Retirement Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab January 2007 - September 2011
Vanguard November 1999 - December 2006
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science (BS), Marketing
Charles Schwab September 2011 - Present
Charles Schwab January 2007 - September 2011
Vanguard November 1999 - December 2006
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science (BS), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank