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
Greg Bertoldo Greg Bertoldo's Charles Schwab Experience May 2005 - January 2012
Job
Industry Online Media
Experience
Intuit October 2013 - Present
Greg Bertoldo 2000 - Present
Intuit January 2012 - September 2013
Charles Schwab May 2005 - January 2012
Kaplan 2001 - 2004
Organic 2000 - 2001
Fine Brand 1997 - 1999
Skills
Design Leadership, User Interface Design, User-centered Design, Web Application Design, Mobile Application..., Desktop Application..., User Experience Design, Interaction Design, Visual Design, User Research, Mobile Applications, Heuristic Evaluation, Mobile Devices, Art Direction, Interactive Advertising, OmniGraffle, Wire Framing, Information Design, User Experience, User Scenarios, Front-end, Wireframes, Information Architecture, User Interface, Content Strategy, Usability, Mobile Design, Experience Design, Usability Engineering, Design Strategy, Web Design, Persona, Rapid Prototyping, Task Analysis, Ethnography, Accessibility, Human Computer..., Contextual Inquiry, Card Sorting, Design Thinking, Paper Prototyping, Data Visualization, Site Maps, Adobe Fireworks, Focus Groups, Web Project Management, Service Design, Concept Development, Digital Strategy, Axure
Education
University of California, Berkeley 1993 — 1995
Master's Degree, Design
University of California, Berkeley 1989 — 1991
Bachelor's Degree, Art History
Intuit October 2013 - Present
Greg Bertoldo 2000 - Present
Intuit January 2012 - September 2013
Charles Schwab May 2005 - January 2012
Kaplan 2001 - 2004
Organic 2000 - 2001
Fine Brand 1997 - 1999
Skills
Design Leadership, User Interface Design, User-centered Design, Web Application Design, Mobile Application..., Desktop Application..., User Experience Design, Interaction Design, Visual Design, User Research, Mobile Applications, Heuristic Evaluation, Mobile Devices, Art Direction, Interactive Advertising, OmniGraffle, Wire Framing, Information Design, User Experience, User Scenarios, Front-end, Wireframes, Information Architecture, User Interface, Content Strategy, Usability, Mobile Design, Experience Design, Usability Engineering, Design Strategy, Web Design, Persona, Rapid Prototyping, Task Analysis, Ethnography, Accessibility, Human Computer..., Contextual Inquiry, Card Sorting, Design Thinking, Paper Prototyping, Data Visualization, Site Maps, Adobe Fireworks, Focus Groups, Web Project Management, Service Design, Concept Development, Digital Strategy, Axure
Education
University of California, Berkeley 1993 — 1995
Master's Degree, Design
University of California, Berkeley 1989 — 1991
Bachelor's Degree, Art History
Ning Yu Ning Yu's Charles Schwab Experience December 2012 - Present
Job Senior Risk Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Skills
Investment Management, Operational Risk..., Process Management, Financial Policies &..., Internal Controls, Asset Management, Investment Advisory, Courts, Securities Regulation, Securities, Legal Research, Legal Writing, PowerPoint, Microsoft Excel, Pleadings, Appeals, Legal Advice, Bankruptcy
Education
University of San Francisco School of Law
J.D.
University of California, Berkeley
Bachelor of Arts (Honors)
Charles Schwab December 2012 - Present
Skills
Investment Management, Operational Risk..., Process Management, Financial Policies &..., Internal Controls, Asset Management, Investment Advisory, Courts, Securities Regulation, Securities, Legal Research, Legal Writing, PowerPoint, Microsoft Excel, Pleadings, Appeals, Legal Advice, Bankruptcy
Education
University of San Francisco School of Law
J.D.
University of California, Berkeley
Bachelor of Arts (Honors)
Chiru Geeni Chiru Geeni's Charles Schwab Experience February 2015 - Present
Job Sr. Manager Mobile Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab July 2013 - Present
Charles Schwab February 2010 - June 2013
Charles Schwab January 2000 - January 2010
Skills
Bids, SSIS, SSRS, SSAS 2008, Informix, Microsoft SQL Server, SQL, Java, JavaScript, CSS, XML, LINQ, Moq, WCF Services, .NET, ClearCase, ClearQuest, TFS, XSLT, Oracle, ColdFusion, SDLC, RUP Methodologies, Agile Methodologies, Certified Scrum Master..., Business Intelligence
Education
University of Bridgeport 1997 — 1999
MS, Computer Science
SV University 1992 — 1996
BS, Electronics & Communications
Charles Schwab February 2015 - Present
Charles Schwab July 2013 - Present
Charles Schwab February 2010 - June 2013
Charles Schwab January 2000 - January 2010
Skills
Bids, SSIS, SSRS, SSAS 2008, Informix, Microsoft SQL Server, SQL, Java, JavaScript, CSS, XML, LINQ, Moq, WCF Services, .NET, ClearCase, ClearQuest, TFS, XSLT, Oracle, ColdFusion, SDLC, RUP Methodologies, Agile Methodologies, Certified Scrum Master..., Business Intelligence
Education
University of Bridgeport 1997 — 1999
MS, Computer Science
SV University 1992 — 1996
BS, Electronics & Communications
Dominic Titcombe Dominic Titcombe's Charles Schwab Experience October 1997 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1997 - Present
Lloyds Banking Group March 1994 - June 1997
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Enterprise Software, IT Strategy, SOA, Scrum, Vendor Management, Management, Leadership, Program Management, Databases, Enterprise Architecture, SDLC, Strategy, Requirements Analysis, Integration
Education
University of Bath 1988 — 1992
Bachelor's degree, Physics
Charles Schwab October 1997 - Present
Lloyds Banking Group March 1994 - June 1997
Skills
Agile Methodologies, Business Analysis, Business Intelligence, Enterprise Software, IT Strategy, SOA, Scrum, Vendor Management, Management, Leadership, Program Management, Databases, Enterprise Architecture, SDLC, Strategy, Requirements Analysis, Integration
Education
University of Bath 1988 — 1992
Bachelor's degree, Physics
Andrew Meehan Andrew Meehan's Charles Schwab Experience 1997 - 1999
Job Regional Manager Enterprise and Higher Education HCM Sales, Midwest Region Oracle
Industry Computer Software
Experience
Oracle September 2014 - Present
Oracle June 2013 - August 2014
FIRE Solutions June 2005 - May 2013
Scottrade 2002 - 2005
TD 2000 - 2001
Charles Schwab 1997 - 1999
Skills
Wealth Management, Project Management, Strategic Planning, Investments, Retirement Planning, Strategic Financial..., Risk Management, Finance, Series 7, Business Development, Sales, Analysis, Leadership, SaaS, global HCM, HCM Processes & Forms, Cloud Computing, Employee Benefits, Human Resources, Recruiting, Enterprise Software, Management, Selling, CRM, Cold Calling, Sales Process, Solution Selling, Securities, New Business Development, Lead Generation
Education
University of California, Berkeley 1990 — 1994
Saratoga High School 1987 — 1990
Oracle September 2014 - Present
Oracle June 2013 - August 2014
FIRE Solutions June 2005 - May 2013
Scottrade 2002 - 2005
TD 2000 - 2001
Charles Schwab 1997 - 1999
Skills
Wealth Management, Project Management, Strategic Planning, Investments, Retirement Planning, Strategic Financial..., Risk Management, Finance, Series 7, Business Development, Sales, Analysis, Leadership, SaaS, global HCM, HCM Processes & Forms, Cloud Computing, Employee Benefits, Human Resources, Recruiting, Enterprise Software, Management, Selling, CRM, Cold Calling, Sales Process, Solution Selling, Securities, New Business Development, Lead Generation
Education
University of California, Berkeley 1990 — 1994
Saratoga High School 1987 — 1990
Tony Hecht Tony Hecht's Charles Schwab Experience May 1989 - June 1997
Job Software Developer at Bora Payment Systems, LLC
Industry Financial Services
Experience
Bora Payment Systems, LLC July 2009 - Present
Charles Schwab May 1989 - June 1997
Education
University of California, Berkeley
Bora Payment Systems, LLC July 2009 - Present
Charles Schwab May 1989 - June 1997
Education
University of California, Berkeley
Tom Utiger Tom Utiger's Charles Schwab Experience 1998 - 2000
Job Information Lifecycle Governance (ILG) Leader at IBM
Industry Management Consulting
Experience
IBM Global Business Services 2012 - Present
IBM Global Business Services 2010 - 2012
Data Empowerment Group 2001 - 2010
ZANTAZ 2000 - 2001
Charles Schwab 1998 - 2000
Pacific Gas & Electric 1996 - 1998
Wirehead Systems 1995 - 1996
Skills
Enterprise Content..., Product Management, Information Management, Records Management, Document Management, Business Development, Pre-sales, Business Analysis, Enterprise Software, Business Intelligence, Cloud Computing, Governance, Consulting, Data Warehousing, SaaS, SharePoint, Solution Selling, Solution Architecture, Business Process, Data Center, Management Consulting, Professional Services
Education
University of California, Berkeley 1986 — 1990
BA, Physics
Valley High School 1986 — 1986
IBM Global Business Services 2012 - Present
IBM Global Business Services 2010 - 2012
Data Empowerment Group 2001 - 2010
ZANTAZ 2000 - 2001
Charles Schwab 1998 - 2000
Pacific Gas & Electric 1996 - 1998
Wirehead Systems 1995 - 1996
Skills
Enterprise Content..., Product Management, Information Management, Records Management, Document Management, Business Development, Pre-sales, Business Analysis, Enterprise Software, Business Intelligence, Cloud Computing, Governance, Consulting, Data Warehousing, SaaS, SharePoint, Solution Selling, Solution Architecture, Business Process, Data Center, Management Consulting, Professional Services
Education
University of California, Berkeley 1986 — 1990
BA, Physics
Valley High School 1986 — 1986
Lee Dhang-Ti Lee Dhang-Ti's Charles Schwab Experience September 2011 - July 2012
Job Marketing Officer at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless April 2013 - Present
Charles Schwab September 2011 - July 2012
Applebee's May 2010 - August 2011
Skills
Marketing Strategy, Marketing Communications
Education
University of California, Berkeley 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Verizon Wireless April 2013 - Present
Charles Schwab September 2011 - July 2012
Applebee's May 2010 - August 2011
Skills
Marketing Strategy, Marketing Communications
Education
University of California, Berkeley 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Samantha Lee Samantha Lee's Charles Schwab Experience July 1996 - January 2000
Job VP of Site Management & Customer Experience
Industry Marketing and Advertising
Experience
Men's Wearhouse July 2015 - Present
bebe stores April 2013 - July 2015
2b bebe - bebe stores inc. division May 2012 - April 2013
Sanrio, Inc. - The Hello Kitty Company April 2008 - April 2012
Marketing Consultant January 2004 - March 2008
Archelan Design Studio April 2001 - May 2006
E*TRADE Financial February 2000 - December 2000
Charles Schwab July 1996 - January 2000
Skills
E-commerce, Email Marketing, Social Media, Mobile Commerce, Online Marketing, Web Development, SEM, Affiliate Marketing, Online Advertising, PPC, Web Analytics, Digital Marketing, Marketing, Direct Marketing, Start-ups, Strategy, Marketing Communications, Creative Direction, Management, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts, Economics & Chinese Language and Literature
Men's Wearhouse July 2015 - Present
bebe stores April 2013 - July 2015
2b bebe - bebe stores inc. division May 2012 - April 2013
Sanrio, Inc. - The Hello Kitty Company April 2008 - April 2012
Marketing Consultant January 2004 - March 2008
Archelan Design Studio April 2001 - May 2006
E*TRADE Financial February 2000 - December 2000
Charles Schwab July 1996 - January 2000
Skills
E-commerce, Email Marketing, Social Media, Mobile Commerce, Online Marketing, Web Development, SEM, Affiliate Marketing, Online Advertising, PPC, Web Analytics, Digital Marketing, Marketing, Direct Marketing, Start-ups, Strategy, Marketing Communications, Creative Direction, Management, Marketing Strategy
Education
University of California, Berkeley
Bachelor of Arts, Economics & Chinese Language and Literature
Dave Jurgens Dave Jurgens's Charles Schwab Experience June 2014 - April 2015
Job Senior Technical Writer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Melita Dehazes Melita Dehazes's Charles Schwab Experience November 2010 - May 2013
Job Vice President of Marketing at Forward
Industry Marketing and Advertising
Experience
Charles Schwab November 2010 - May 2013
Charles Schwab November 2007 - November 2010
The Sage Group (Bay Area) January 2007 - June 2007
Charles Schwab September 2000 - October 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Skills
Integrated Marketing, Direct Marketing, Segmentation, Marketing, Financial Services, Marketing Strategy, Marketing Communications, Management, Analytics, Multi-channel Marketing, Customer Acquisition, Mutual Funds, Email Marketing, Product Management, Product Marketing, Digital Marketing, Investments, Asset Management, Crisis Communications, Content Strategy, Event Planning, CRM, Sales Presentations, Customer Retention, Campaign Management, Performance Measurement, Web Content Management, Series 24, Series 7, Sales & Marketing...
Education
UC Berkeley
Bachelor's degree, Political Science
Charles Schwab November 2010 - May 2013
Charles Schwab November 2007 - November 2010
The Sage Group (Bay Area) January 2007 - June 2007
Charles Schwab September 2000 - October 2002
Charles Schwab 1998 - 2000
Charles Schwab 1995 - 1998
Skills
Integrated Marketing, Direct Marketing, Segmentation, Marketing, Financial Services, Marketing Strategy, Marketing Communications, Management, Analytics, Multi-channel Marketing, Customer Acquisition, Mutual Funds, Email Marketing, Product Management, Product Marketing, Digital Marketing, Investments, Asset Management, Crisis Communications, Content Strategy, Event Planning, CRM, Sales Presentations, Customer Retention, Campaign Management, Performance Measurement, Web Content Management, Series 24, Series 7, Sales & Marketing...
Education
UC Berkeley
Bachelor's degree, Political Science
Dung Nhan Dung Nhan's Charles Schwab Experience 2002 - 2003
Job VP, Risk Management, Quantitative Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo 2003 - July 2013
Charles Schwab 2002 - 2003
Barclays Global Investor 2000 - 2002
Providian Financial Corporation 1998 - 2000
Fair Isaac & Company 1996 - 1998
Federal Reserve Bank of San Francisco 1993 - 1996
Skills
Statistical Modeling, SAS programming, Unix Shell Scripting, Excel macros/VB
Education
UC Berkeley 1989 — 1993
Master's degree, Statistics
Wells Fargo July 2013 - Present
Wells Fargo 2003 - July 2013
Charles Schwab 2002 - 2003
Barclays Global Investor 2000 - 2002
Providian Financial Corporation 1998 - 2000
Fair Isaac & Company 1996 - 1998
Federal Reserve Bank of San Francisco 1993 - 1996
Skills
Statistical Modeling, SAS programming, Unix Shell Scripting, Excel macros/VB
Education
UC Berkeley 1989 — 1993
Master's degree, Statistics
Jennifer Hagerman's Charles Schwab Experience 1996 - 2001
Job Creative Projects Coordinator
Industry Apparel & Fashion
Experience
Dana Herbert Accessories March 2015 - September 2015
CAWOOD August 2012 - May 2014
University of Oregon November 2010 - July 2012
BayGroup International 2006 - 2010
Pixar Animation Studios 2005 - 2006
Charles Schwab 1996 - 2001
Skills
Project Management, Office Management, Project Coordination, Marketing Communications, Print Production, Marketing Strategy, Proofreading, Editing, Coaching, Customer Service, Web Design, Copywriting, Social Media Marketing, Email Marketing, Event Planning, Program Management, Team Building, Design
Education
University of Bridgeport 1985 — 1989
B.S., Fashion Merchandising; Art
Dana Herbert Accessories March 2015 - September 2015
CAWOOD August 2012 - May 2014
University of Oregon November 2010 - July 2012
BayGroup International 2006 - 2010
Pixar Animation Studios 2005 - 2006
Charles Schwab 1996 - 2001
Skills
Project Management, Office Management, Project Coordination, Marketing Communications, Print Production, Marketing Strategy, Proofreading, Editing, Coaching, Customer Service, Web Design, Copywriting, Social Media Marketing, Email Marketing, Event Planning, Program Management, Team Building, Design
Education
University of Bridgeport 1985 — 1989
B.S., Fashion Merchandising; Art
Brigid Breen Brigid Breen's Charles Schwab Experience March 2000 - May 2002
Job SVP | Wealth Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2002 - Present
Charles Schwab March 2000 - May 2002
Wells Capital Management (Wells Fargo) June 1996 - March 2000
Wells Fargo June 1988 - June 1996
Wood Island Capital Management November 1983 - June 1988
Deloitte September 1981 - September 1983
Skills
CPA, Investment Advisers,..., Financial Analysis, SEC filings, Financial Services, Auditing, Enterprise Risk..., Finance, Internal Audit, Hedge Funds
Education
University of California, Berkeley 1974 — 1981
Bachelor of Science (BS), Accounting
Wells Fargo May 2002 - Present
Charles Schwab March 2000 - May 2002
Wells Capital Management (Wells Fargo) June 1996 - March 2000
Wells Fargo June 1988 - June 1996
Wood Island Capital Management November 1983 - June 1988
Deloitte September 1981 - September 1983
Skills
CPA, Investment Advisers,..., Financial Analysis, SEC filings, Financial Services, Auditing, Enterprise Risk..., Finance, Internal Audit, Hedge Funds
Education
University of California, Berkeley 1974 — 1981
Bachelor of Science (BS), Accounting
Robert Lucas Cummings, MBA's Charles Schwab Experience August 2007 - June 2010
Job RMBS Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's June 2015 - Present
S&P Capital IQ April 2014 - June 2015
Parmenion Capital June 2013 - September 2013
Douglass Financial Group July 2010 - August 2012
Charles Schwab August 2007 - June 2010
Skills
Asset Allocation, Financial Statement..., Securities, Equity Research, Portfolio Management, Strategic Financial..., Investments, Equity Valuation, Equities, Series 7, Series 63, Asset Management, Analysis, DCF Valuation, Regression Analysis, Mergers & Acquisitions, Investment Management, Valuation, Mutual Funds, Corporate Finance, Financial Accounting, Investment Banking, Quantitative Analytics, Technical Analysis, Passed the Level 1 CFA..., Bloomberg, Bloomberg Terminal, Retirement Planning, Fixed Income, SPSS, S&P Capital IQ, Modeling
Education
University of Bath 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, Merit
University of Northern Colorado 2005 — 2007
Bachelor of Science, Finance
Standard & Poor's June 2015 - Present
S&P Capital IQ April 2014 - June 2015
Parmenion Capital June 2013 - September 2013
Douglass Financial Group July 2010 - August 2012
Charles Schwab August 2007 - June 2010
Skills
Asset Allocation, Financial Statement..., Securities, Equity Research, Portfolio Management, Strategic Financial..., Investments, Equity Valuation, Equities, Series 7, Series 63, Asset Management, Analysis, DCF Valuation, Regression Analysis, Mergers & Acquisitions, Investment Management, Valuation, Mutual Funds, Corporate Finance, Financial Accounting, Investment Banking, Quantitative Analytics, Technical Analysis, Passed the Level 1 CFA..., Bloomberg, Bloomberg Terminal, Retirement Planning, Fixed Income, SPSS, S&P Capital IQ, Modeling
Education
University of Bath 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, Merit
University of Northern Colorado 2005 — 2007
Bachelor of Science, Finance
Susan Putnam Susan Putnam's Charles Schwab Experience 2011 - 2015
Job Senior Marketing Professional
Industry Financial Services
Experience
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Frank Baldo Frank Baldo's Charles Schwab Experience February 2000 - November 2005
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Scottrade July 2014 - Present
The Prudential Insurance Company of America, Newark, NJ November 2011 - July 2014
Euro Pacific Capital July 2007 - April 2011
TD Ameritrade February 2005 - July 2007
Charles Schwab February 2000 - November 2005
Education
University of Bridgeport 1981 — 1983
MBA, Management & Finance
University of Rhode Island - College of Business Administration 1976 — 1979
BBA, Management & Finance
Adrian Shih Adrian Shih's Charles Schwab Experience July 2000 - February 2005
Job Database Business Intelligence Professional
Industry Financial Services
Experience
Wells Fargo 2005 - Present
Charles Schwab July 2000 - February 2005
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Economics
Wells Fargo 2005 - Present
Charles Schwab July 2000 - February 2005
Education
University of California, Berkeley 1989 — 1994
Bachelor of Arts (B.A.), Economics
McCall Wilson-Teicher's Charles Schwab Experience March 2014 - Present
Job Working on making a worldwide impact
Industry Marketing and Advertising
Experience
Charles Schwab March 2014 - Present
This MS Life January 2012 - Present
Charles Schwab March 2012 - February 2013
NetSpend Corporation September 2009 - August 2011
Citi October 2008 - September 2009
GSD&M April 2004 - June 2008
GSD&M advertising 1997 - 2008
GSD&M November 1997 - April 2004
Skills
Interactive Marketing, Integrated Marketing, Interactive Advertising, Advertising, Creative Strategy, Digital Marketing, Media Planning, Online Advertising, Creative Direction, Digital Media, Social Media Marketing, Marketing Communications, Email Marketing, Marketing, Management, Direct Marketing, Mobile Marketing, Online Marketing, Direct Mail
Education
University of Arkansas at Little Rock
Communications
Charles Schwab March 2014 - Present
This MS Life January 2012 - Present
Charles Schwab March 2012 - February 2013
NetSpend Corporation September 2009 - August 2011
Citi October 2008 - September 2009
GSD&M April 2004 - June 2008
GSD&M advertising 1997 - 2008
GSD&M November 1997 - April 2004
Skills
Interactive Marketing, Integrated Marketing, Interactive Advertising, Advertising, Creative Strategy, Digital Marketing, Media Planning, Online Advertising, Creative Direction, Digital Media, Social Media Marketing, Marketing Communications, Email Marketing, Marketing, Management, Direct Marketing, Mobile Marketing, Online Marketing, Direct Mail
Education
University of Arkansas at Little Rock
Communications
Paul Dooley Paul Dooley's Charles Schwab Experience 2007 - 2009
Job Product Manager,Content Marketing at FindLaw, a Thomson Reuters business
Industry Marketing and Advertising
Experience
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Newsom for California May 2009 - October 2009
Charles Schwab 2007 - 2009
Wells Fargo Bank 2002 - 2007
AvantGo 2000 - 2001
RCM Capital Management 1995 - 2000
Callan Associates 1992 - 1995
Skills
Product Marketing, P&L Management, Product Management, Product Requirements, Project Management, Business Case, Strategy, Analytics, Email Marketing, SEO, Integrated Marketing
Education
University of California, Berkeley 1987 — 1990
Lynn Marie Auzenne's Charles Schwab Experience June 1999 - August 2002
Job VP Strategic Initiatives, Innovation & Product Development
Industry Financial Services
Experience
Wells Fargo May 2011 - Present
Wells Fargo September 2006 - May 2011
JMN Associates June 2005 - August 2006
American Savings Bank 2005 - 2006
Providian / WAMU November 2002 - May 2005
Charles Schwab June 1999 - August 2002
First Home Mortgage November 1995 - May 1998
Skills
Banking, Change Management, Strategic Planning, Business Strategy, Performance Management, Business Transformation, Program Management, Financial Services, Relationship Management, Start-ups, Cross-functional Team..., Enterprise Software, Digital Channels, Product Development, Balanced Scorecard, Business Services, Risk Management, Product Management, Strategy, Analytics, Vendor Management, Credit, Leadership
Education
UC Berkeley - Haas School of Business 1998 — 2000
MBA, Finance, Marketing
University of California, Berkeley 1987 — 1991
B.A., Biology: Biochemistry Track
University of Michigan, College of Engineering 2003 — 2003
Six Sigma Servicing and Transactional Greenbelt
Wells Fargo May 2011 - Present
Wells Fargo September 2006 - May 2011
JMN Associates June 2005 - August 2006
American Savings Bank 2005 - 2006
Providian / WAMU November 2002 - May 2005
Charles Schwab June 1999 - August 2002
First Home Mortgage November 1995 - May 1998
Skills
Banking, Change Management, Strategic Planning, Business Strategy, Performance Management, Business Transformation, Program Management, Financial Services, Relationship Management, Start-ups, Cross-functional Team..., Enterprise Software, Digital Channels, Product Development, Balanced Scorecard, Business Services, Risk Management, Product Management, Strategy, Analytics, Vendor Management, Credit, Leadership
Education
UC Berkeley - Haas School of Business 1998 — 2000
MBA, Finance, Marketing
University of California, Berkeley 1987 — 1991
B.A., Biology: Biochemistry Track
University of Michigan, College of Engineering 2003 — 2003
Six Sigma Servicing and Transactional Greenbelt
Randy Gee Randy Gee's Charles Schwab Experience March 2013 - Present
Job Director of Operational Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
Charles Schwab March 2013 - Present
Bank of the West April 2012 - February 2013
Wells Fargo Bank 2009 - January 2013
Wells Fargo Bank 2000 - 2009
Bank of America 1999 - 2000
Fleet National Bank 1997 - 1999
Bank of Boston 1995 - 1997
Bank of America 1985 - 1995
Skills
Risk Management, Fraud Prevention, Strategic Thinker, Innovative Leader, Creative Problem Solver, Excellent Communications, Industry Leadership, Banking, Risk, Executive Management, Retail Banking, Change Management, Team Building, Credit, Leadership, Forecasting, Strategy, Financial Risk, Fraud
Education
University of California, Berkeley
BA, Economics
University of Washington, Seattle
Pacific Coast Banking School
Noel A. Howe, CIMA®, CRPC® Noel A. Howe, CIMA®, CRPC®'s Charles Schwab Experience March 2013 - Present
Job Portfolio Consultant
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
Charles Schwab March 2013 - Present
Raymond James Financial Inc. March 2010 - March 2013
SunTrust Investment Services October 1998 - March 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Portfolio Construction, Investment Policy..., Asset Allocation, Risk Measurement &..., Portfolio Management, Mutual Funds, Finance, Investment Advisory, Wealth, Investments, Fixed Annuities
Education
University of Bradford 1988 — 1989
Master of Science (M.Sc.), Project Planning and Analysis
University of the West Indies 1979 — 1982
Bachelor of Science (BSc), Economics
Chris Ehemann, PMP®, MBA Chris Ehemann, PMP®, MBA's Charles Schwab Experience October 2007 - April 2008
Job In Transition Relocation to Virginia
Industry Management Consulting
Experience
In Transition July 2015 - Present
Kaiser Permanente September 2014 - June 2015
Kaiser Permanente April 2011 - September 2014
Bank of the West August 2010 - November 2010
WestEd July 2010 - July 2010
Wells Fargo October 2009 - June 2010
Taproot Foundation January 2009 - November 2009
Wells Fargo Bank June 2008 - September 2008
Charles Schwab October 2007 - April 2008
Finaplex February 2006 - June 2007
Skills
PMO, SDLC, Oracle, Project Management, Management, Budgets, CRM, Cross-functional Team..., Software Development, Program Management, Management Consulting, Integration, Business Strategy, Project Portfolio..., IT Strategy, Operations Management, Data Warehousing, PMP, Product Management, Banking, Enterprise Software, Databases, Project Planning, Strategy, Financial Services, Business Process, Leadership, Vendor Management
Education
University of California, Berkeley
MBA
University of Tennessee-Knoxville
BSEE
Keller Graduate Management School, SF 2010 — 2010
In Transition July 2015 - Present
Kaiser Permanente September 2014 - June 2015
Kaiser Permanente April 2011 - September 2014
Bank of the West August 2010 - November 2010
WestEd July 2010 - July 2010
Wells Fargo October 2009 - June 2010
Taproot Foundation January 2009 - November 2009
Wells Fargo Bank June 2008 - September 2008
Charles Schwab October 2007 - April 2008
Finaplex February 2006 - June 2007
Skills
PMO, SDLC, Oracle, Project Management, Management, Budgets, CRM, Cross-functional Team..., Software Development, Program Management, Management Consulting, Integration, Business Strategy, Project Portfolio..., IT Strategy, Operations Management, Data Warehousing, PMP, Product Management, Banking, Enterprise Software, Databases, Project Planning, Strategy, Financial Services, Business Process, Leadership, Vendor Management
Education
University of California, Berkeley
MBA
University of Tennessee-Knoxville
BSEE
Keller Graduate Management School, SF 2010 — 2010
Mary Irving Mary Irving's Charles Schwab Experience October 1994 - December 2004
Job Owner, MARIS
Industry Cosmetics
Experience
MARIS January 2008 - Present
Charles Schwab October 1994 - December 2004
Pacific Exchange May 1983 - September 1994
Education
University of California, Berkeley 1980 — 1982
BA, History
University of California, Santa Barbara 1978 — 1980
BA, History
MARIS January 2008 - Present
Charles Schwab October 1994 - December 2004
Pacific Exchange May 1983 - September 1994
Education
University of California, Berkeley 1980 — 1982
BA, History
University of California, Santa Barbara 1978 — 1980
BA, History
Peter Schaffer Peter Schaffer's Charles Schwab Experience 2000 - 2003
Job Head of Business Strategy at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Robert Hsiao Robert Hsiao's Charles Schwab Experience 1992 - 2002
Job Senior Business Consultant at HSBC Holdings PLC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management December 2010 - Present
ThinkTrust Capital Management, LLC May 2007 - December 2010
TY Lin & YC Yang Int'l August 2002 - May 2007
Charles Schwab 1992 - 2002
Skills
Project Management, Content Strategy, Content Development, Web Content, Technical Writing, Copy Editing, Financial Services, Investments, compliance, Marketing Communications, Media Relations, Newspapers, Management, Investment Strategies, Strategy, China Business..., Integrated Marketing, Analysis, Market Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), East Asian Languages
HSBC Retail Banking and Wealth Management December 2010 - Present
ThinkTrust Capital Management, LLC May 2007 - December 2010
TY Lin & YC Yang Int'l August 2002 - May 2007
Charles Schwab 1992 - 2002
Skills
Project Management, Content Strategy, Content Development, Web Content, Technical Writing, Copy Editing, Financial Services, Investments, compliance, Marketing Communications, Media Relations, Newspapers, Management, Investment Strategies, Strategy, China Business..., Integrated Marketing, Analysis, Market Analysis
Education
University of California, Berkeley
Bachelor of Arts (B.A.), East Asian Languages
Jon Ballard Jon Ballard's Charles Schwab Experience October 2014 - March 2015
Job Digital Marketing Consultant at Wells Fargo
Industry Media Production
Experience
Wells Fargo March 2015 - Present
Charles Schwab October 2014 - March 2015
Red Hill Studios December 2013 - June 2014
Pearson Science December 2006 - July 2013
Groove 11 January 2005 - December 2006
Sun Microsystems January 2004 - December 2004
Agency.com January 2003 - December 2003
Pearson Learning Network January 1999 - December 2001
VISCOMM January 1997 - December 1998
INTER ACTIVE MEDIA January 1994 - December 1996
Skills
Digital Project..., Client Management, Project Scope..., Cross-functional Team..., Editing, E-Learning, Marketing Communications, Project Management, Interaction Design, Publications, Content Development, Academic Publishing, Editorial, Risk Management, Multimedia, CRM, Digital Media, Strategy, Web Content Management, Integrated Marketing, E-commerce Optimization, Web Content, Digital Strategy, Information Architecture, Leadership, Management, Marketing, Software Project..., Web Project Management, Web Development, Horses, Account Management, Digital Marketing, Content Management
Education
University of California, Berkeley
English Studies
Wells Fargo March 2015 - Present
Charles Schwab October 2014 - March 2015
Red Hill Studios December 2013 - June 2014
Pearson Science December 2006 - July 2013
Groove 11 January 2005 - December 2006
Sun Microsystems January 2004 - December 2004
Agency.com January 2003 - December 2003
Pearson Learning Network January 1999 - December 2001
VISCOMM January 1997 - December 1998
INTER ACTIVE MEDIA January 1994 - December 1996
Skills
Digital Project..., Client Management, Project Scope..., Cross-functional Team..., Editing, E-Learning, Marketing Communications, Project Management, Interaction Design, Publications, Content Development, Academic Publishing, Editorial, Risk Management, Multimedia, CRM, Digital Media, Strategy, Web Content Management, Integrated Marketing, E-commerce Optimization, Web Content, Digital Strategy, Information Architecture, Leadership, Management, Marketing, Software Project..., Web Project Management, Web Development, Horses, Account Management, Digital Marketing, Content Management
Education
University of California, Berkeley
English Studies
Vincent Scarlata, PMP, CSM, CSPO Vincent Scarlata, PMP, CSM, CSPO's Charles Schwab Experience December 1998 - Present
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1998 - Present
Charles Schwab November 1997 - December 1998
Charles Schwab December 1994 - November 1997
Skills
Business Analysis, Risk Management, Vendor Management, SDLC, Project Management, Business Requirements, Financial Services, Management, Series 7, IT Strategy, Change Management, Process Improvement, User Acceptance Testing, Program Management, Quality Assurance, PMO, Series 63, Series 9, Series 10, Options, Brokerage, Business Strategy, Project Planning, Investment Banking, Investment Brokerage, Management Consulting, Product Management, Requirements Gathering, Technical Project..., Financial Reporting, Software Project..., Cross-functional Team..., Requirements Analysis, Integration, Robo-Advisor, Wealth Management, Technical Project..., Agile & Waterfall..., RUP Methodologies
Education
University of California, Berkeley 2011 — 2013
Certificate in Project Management, Project Management, Awarded with Distinction
University of California, Berkeley 2012 — 2013
Certificate in Project Human Resource Management, Project Management
Western New England College
B.S., Business Administration with Minors in Economics & International Business
Charles Schwab December 1998 - Present
Charles Schwab November 1997 - December 1998
Charles Schwab December 1994 - November 1997
Skills
Business Analysis, Risk Management, Vendor Management, SDLC, Project Management, Business Requirements, Financial Services, Management, Series 7, IT Strategy, Change Management, Process Improvement, User Acceptance Testing, Program Management, Quality Assurance, PMO, Series 63, Series 9, Series 10, Options, Brokerage, Business Strategy, Project Planning, Investment Banking, Investment Brokerage, Management Consulting, Product Management, Requirements Gathering, Technical Project..., Financial Reporting, Software Project..., Cross-functional Team..., Requirements Analysis, Integration, Robo-Advisor, Wealth Management, Technical Project..., Agile & Waterfall..., RUP Methodologies
Education
University of California, Berkeley 2011 — 2013
Certificate in Project Management, Project Management, Awarded with Distinction
University of California, Berkeley 2012 — 2013
Certificate in Project Human Resource Management, Project Management
Western New England College
B.S., Business Administration with Minors in Economics & International Business
Brandon Sinclair's Charles Schwab Experience 1999 - 2002
Job Reliable, accurate, organized, and driven professional who thrives in fast paced, highly stressful environments!
Industry Banking
Experience
First Republic Bank through Talent Space Inc. October 2014 - May 2015
Charles Schwab through Volt Workforce Solutions October 2013 - October 2014
PMI Mortgage Insurance Co. November 2008 - January 2013
PMI Mortgage Insurance Co. November 2005 - November 2008
California State Automobile Association 2003 - 2005
Charles Schwab 1999 - 2002
PeopleSoft 1998 - 1999
Montgomery Securities 1996 - 1998
Alamo Capital 1995 - 1996
Skills
Fraud, Mortgage, Insurance, Claims, Compliance, Risk Management, Asset, Banking, Servicing, Investigation, Financial Analysis, Claim, Loan Servicing, Mortgage Lending, Loans, Financial Risk, REO, Loss Mitigation
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
BS, Business Administration
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
First Republic Bank through Talent Space Inc. October 2014 - May 2015
Charles Schwab through Volt Workforce Solutions October 2013 - October 2014
PMI Mortgage Insurance Co. November 2008 - January 2013
PMI Mortgage Insurance Co. November 2005 - November 2008
California State Automobile Association 2003 - 2005
Charles Schwab 1999 - 2002
PeopleSoft 1998 - 1999
Montgomery Securities 1996 - 1998
Alamo Capital 1995 - 1996
Skills
Fraud, Mortgage, Insurance, Claims, Compliance, Risk Management, Asset, Banking, Servicing, Investigation, Financial Analysis, Claim, Loan Servicing, Mortgage Lending, Loans, Financial Risk, REO, Loss Mitigation
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
BS, Business Administration
University of California, Berkeley
Bachelor of Science (BS), Business Administration and Management, General
Poul Frederiksen Poul Frederiksen's Charles Schwab Experience May 2000 - February 2002
Job Senior Director Solutions Business Development IOTG at Intel Corporation
Industry Internet
Experience
Intel Corporation July 2015 - Present
GE Software October 2013 - July 2015
Juniper Networks March 2011 - October 2013
Juniper Networks February 2010 - March 2011
Juniper Networks May 2009 - January 2010
Juniper Networks April 2008 - May 2009
Juniper Networks February 2007 - March 2008
International Equity Ventures January 2003 - December 2006
Equinix February 2002 - August 2002
Charles Schwab May 2000 - February 2002
Skills
Cloud Computing, Business Development, Business Alliances, Strategic Alliances, Sales Management, Product Development, Marketing, New Business Development, Strategy, Enterprise Software, Go-to-market Strategy, Sales Process, Direct Sales, Product Management, Product Marketing, SaaS, Sales Enablement, Strategic Partnerships
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts, Economics
Branson School
Intel Corporation July 2015 - Present
GE Software October 2013 - July 2015
Juniper Networks March 2011 - October 2013
Juniper Networks February 2010 - March 2011
Juniper Networks May 2009 - January 2010
Juniper Networks April 2008 - May 2009
Juniper Networks February 2007 - March 2008
International Equity Ventures January 2003 - December 2006
Equinix February 2002 - August 2002
Charles Schwab May 2000 - February 2002
Skills
Cloud Computing, Business Development, Business Alliances, Strategic Alliances, Sales Management, Product Development, Marketing, New Business Development, Strategy, Enterprise Software, Go-to-market Strategy, Sales Process, Direct Sales, Product Management, Product Marketing, SaaS, Sales Enablement, Strategic Partnerships
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts, Economics
Branson School
Robert Tsao Robert Tsao's Charles Schwab Experience July 1995 - July 1997
Job Enterprise Software Executive and Strategist
Industry Computer Software
Experience
UpMo September 2012 - March 2013
Oracle April 2011 - May 2012
Meltwater Group November 2008 - March 2011
AirSurf Wireless, Inc. October 2003 - June 2008
Temasek Holdings August 1997 - June 2003
Charles Schwab July 1995 - July 1997
Skills
Mergers, Venture Capital, HR Software, Marketing Automation, SaaS, Entrepreneur, IPO, Corporate Development, Business Strategy, Competitive Analysis, Start-ups, Strategic Planning, Business Analysis, Financial Modeling, Business Modeling, Competitive Intelligence, Market Analysis, Enterprise Software, Social Media Marketing, Executive Management, Social Media, Product Strategy, Business Planning, Team Building, Due Diligence, Market Research, Negotiation, Early-stage Startups, Strategy, Private Equity, CRM, Product Management, Analytics, Mobile Devices, Business Development, Leadership, Management, Mobile Applications, Mergers & Acquisitions
Education
University of California, Berkeley 1990 — 1995
BA, Physics
University of California, Berkeley 1990 — 1995
BA, Economics
UpMo September 2012 - March 2013
Oracle April 2011 - May 2012
Meltwater Group November 2008 - March 2011
AirSurf Wireless, Inc. October 2003 - June 2008
Temasek Holdings August 1997 - June 2003
Charles Schwab July 1995 - July 1997
Skills
Mergers, Venture Capital, HR Software, Marketing Automation, SaaS, Entrepreneur, IPO, Corporate Development, Business Strategy, Competitive Analysis, Start-ups, Strategic Planning, Business Analysis, Financial Modeling, Business Modeling, Competitive Intelligence, Market Analysis, Enterprise Software, Social Media Marketing, Executive Management, Social Media, Product Strategy, Business Planning, Team Building, Due Diligence, Market Research, Negotiation, Early-stage Startups, Strategy, Private Equity, CRM, Product Management, Analytics, Mobile Devices, Business Development, Leadership, Management, Mobile Applications, Mergers & Acquisitions
Education
University of California, Berkeley 1990 — 1995
BA, Physics
University of California, Berkeley 1990 — 1995
BA, Economics
Anthony Hecht Anthony Hecht's Charles Schwab Experience 1989 - 1997
Job Software Developer
Industry Banking
Experience
Bora Payment Systems, LLC July 2009 - Present
HechtTech January 2007 - November 2008
IBT 2004 - 2006
Pacific Gas and Electric Company 1997 - 1999
Charles Schwab 1989 - 1997
Education
University of California, Berkeley 1974 — 1979
John Burroughs Junior High
Bora Payment Systems, LLC July 2009 - Present
HechtTech January 2007 - November 2008
IBT 2004 - 2006
Pacific Gas and Electric Company 1997 - 1999
Charles Schwab 1989 - 1997
Education
University of California, Berkeley 1974 — 1979
John Burroughs Junior High
Geoff Beckham Geoff Beckham's Charles Schwab Experience October 2012 - Present
Job Corporate Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab October 2012 - Present
Bingham McCutchen November 2002 - October 2012
Education
University of California, Hastings College of the Law 1999 — 2002
JD
University of California, Hastings College of the Law 1999 — 2002
University of California, Berkeley 1995 — 1998
BA, History
Charles Schwab October 2012 - Present
Bingham McCutchen November 2002 - October 2012
Education
University of California, Hastings College of the Law 1999 — 2002
JD
University of California, Hastings College of the Law 1999 — 2002
University of California, Berkeley 1995 — 1998
BA, History
Tim Cahill-O'Brien, PMP Tim Cahill-O'Brien, PMP's Charles Schwab Experience May 2014 - September 2014
Job Senior Program Manager at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California September 2014 - Present
Charles Schwab May 2014 - September 2014
Charles Schwab November 2011 - May 2014
Charles Schwab & Co., Inc. April 1996 - November 2011
Hewlett-Packard September 1994 - March 1996
Ross Systems November 1993 - September 1994
Apple Computer July 1992 - October 1993
Cellular One May 1992 - July 1992
Bank of Ireland June 1990 - April 1992
Skills
Agile Methodolgy, Agile Project Management, Program Management, Software Project..., Global Account..., Account Management, Alternative Investments, Customer Reporting, Software Development..., Java Enterprise Edition, COBOLII, IBM Mainframe, Unix, .NET, C#, Agile Methodologies, Management, SDLC, Software Development
Education
University of California, Berkeley 2013 — 2014
Professional Sequence, Agile Management
University of California, Berkeley 2008 — 2009
Professional Sequence, Human Resource Project Management
University of California, Berkeley 2006 — 2007
Certificate, Project Management
University of California, Berkeley 2003 — 2003
Professional Sequence, Java Programming
University of Limerick 1986 — 1990
B.S., Computer Systems
Blue Shield of California September 2014 - Present
Charles Schwab May 2014 - September 2014
Charles Schwab November 2011 - May 2014
Charles Schwab & Co., Inc. April 1996 - November 2011
Hewlett-Packard September 1994 - March 1996
Ross Systems November 1993 - September 1994
Apple Computer July 1992 - October 1993
Cellular One May 1992 - July 1992
Bank of Ireland June 1990 - April 1992
Skills
Agile Methodolgy, Agile Project Management, Program Management, Software Project..., Global Account..., Account Management, Alternative Investments, Customer Reporting, Software Development..., Java Enterprise Edition, COBOLII, IBM Mainframe, Unix, .NET, C#, Agile Methodologies, Management, SDLC, Software Development
Education
University of California, Berkeley 2013 — 2014
Professional Sequence, Agile Management
University of California, Berkeley 2008 — 2009
Professional Sequence, Human Resource Project Management
University of California, Berkeley 2006 — 2007
Certificate, Project Management
University of California, Berkeley 2003 — 2003
Professional Sequence, Java Programming
University of Limerick 1986 — 1990
B.S., Computer Systems
Greg Calvelo Greg Calvelo's Charles Schwab Experience March 2012 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Randstad Managed Services - Charles Schwab July 2011 - November 2011
Wells Fargo Wealth, Brokerage, and Retirement October 2009 - July 2011
Wells Fargo Wealth Management July 2005 - October 2009
Wells Fargo Wealth Management January 2002 - July 2005
Charles Schwab August 1995 - January 2002
Skills
Training Delivery, Training Course..., Project Management, Project Implementation, Strategic Consulting, Project Facilitation, Blended Learning, Instructional Design, Series 7, Series 66, Training, Workshop Facilitation, Management, Business Development, Leadership, Wealth Management, Strategic Planning, CRM, Team Management, Banking, Investments, Marketing, Financial Services, Business Analysis, Product Management, Change Management, Cross-functional Team..., Management Consulting, Executive Management, Vendor Management
Education
University of California, Berkeley 1989 — 1994
B.A.
Institute for Social and International Studies (Barcelona, Spain) 1993 — 1993
Justin-Siena 1986 — 1989
Charles Schwab March 2012 - Present
Randstad Managed Services - Charles Schwab July 2011 - November 2011
Wells Fargo Wealth, Brokerage, and Retirement October 2009 - July 2011
Wells Fargo Wealth Management July 2005 - October 2009
Wells Fargo Wealth Management January 2002 - July 2005
Charles Schwab August 1995 - January 2002
Skills
Training Delivery, Training Course..., Project Management, Project Implementation, Strategic Consulting, Project Facilitation, Blended Learning, Instructional Design, Series 7, Series 66, Training, Workshop Facilitation, Management, Business Development, Leadership, Wealth Management, Strategic Planning, CRM, Team Management, Banking, Investments, Marketing, Financial Services, Business Analysis, Product Management, Change Management, Cross-functional Team..., Management Consulting, Executive Management, Vendor Management
Education
University of California, Berkeley 1989 — 1994
B.A.
Institute for Social and International Studies (Barcelona, Spain) 1993 — 1993
Justin-Siena 1986 — 1989
Ernest Galvan Ernest Galvan's Charles Schwab Experience March 1992 - July 1994
Job Attorney, Rosen Bien Galvan & Grunfeld, LLP
Industry Law Practice
Experience
Rosen Bien Galvan & Grunfeld LLP January 2006 - Present
Rosen, Bien & Asaro December 1998 - December 2005
United States District Court, Central District of California, Hon. Dean D. Pregerson 1997 - 1998
Charles Schwab March 1992 - July 1994
WBFO-FM Public Radio, Buffalo, NY February 1990 - March 1992
KALX, 90.7 FM, Berkeley California 1982 - 1984
Skills
Complex Litigation, Appellate Advocacy, Technical Saavy, Civil Rights, Constitutional Law, Alternative Dispute..., Class Actions, Litigation, Appeals, Civil Litigation, Mediation, Dispute, Employment Law, Trials, Criminal Defense, Trial Practice, Trade Secrets, Unfair Competition, Employment..., Torts
Education
Yale Law School 1994 — 1997
JD
University of California, Berkeley 1980 — 1985
B.A., History
Rosen Bien Galvan & Grunfeld LLP January 2006 - Present
Rosen, Bien & Asaro December 1998 - December 2005
United States District Court, Central District of California, Hon. Dean D. Pregerson 1997 - 1998
Charles Schwab March 1992 - July 1994
WBFO-FM Public Radio, Buffalo, NY February 1990 - March 1992
KALX, 90.7 FM, Berkeley California 1982 - 1984
Skills
Complex Litigation, Appellate Advocacy, Technical Saavy, Civil Rights, Constitutional Law, Alternative Dispute..., Class Actions, Litigation, Appeals, Civil Litigation, Mediation, Dispute, Employment Law, Trials, Criminal Defense, Trial Practice, Trade Secrets, Unfair Competition, Employment..., Torts
Education
Yale Law School 1994 — 1997
JD
University of California, Berkeley 1980 — 1985
B.A., History
Aïda Jones Aïda Jones's Charles Schwab Experience 1987 - 1990
Job Principal at Vector Four
Industry Marketing and Advertising
Experience
Vector Four February 2002 - Present
Loomis Group January 1996 - July 2001
Stanford Capital Partners January 1992 - March 1994
Charles Schwab 1987 - 1990
Skills
Film, Editing, Theatre, Strategic Planning, Budgets, Customer Service, Negotiation, Social Media, Social Media Marketing, Online Advertising, Public Relations, Event Planning, Public Speaking, Advertising, Marketing Strategy, Fundraising
Education
University of California, Berkeley
ba, political science
Vector Four February 2002 - Present
Loomis Group January 1996 - July 2001
Stanford Capital Partners January 1992 - March 1994
Charles Schwab 1987 - 1990
Skills
Film, Editing, Theatre, Strategic Planning, Budgets, Customer Service, Negotiation, Social Media, Social Media Marketing, Online Advertising, Public Relations, Event Planning, Public Speaking, Advertising, Marketing Strategy, Fundraising
Education
University of California, Berkeley
ba, political science
Cindy Charles Cindy Charles's Charles Schwab Experience November 2006 - January 2007
Job Manager, Treasury/Market Risk Advisory at KPMG
Industry Financial Services
Experience
KPMG November 2013 - Present
Bank of the West July 2011 - October 2013
Bank of the West January 2010 - July 2011
Bank of the West April 2009 - December 2009
Charles Schwab November 2006 - January 2007
San Francisco Federal Savings and Loan January 1993 - July 1995
San Francisco Federal Saving and Loan May 1989 - January 1993
American Industry Partners January 1988 - May 1989
L.F. Rothschild & Company January 1987 - December 1987
L.F. Rothschild & Co. April 1985 - January 1987
Skills
Capital Adequacy, Stress Testing, Financial Regulation, Regulatory Compliance, Risk Management, Technical Writing, Project Management, Management, Financial Analysis, Strategic Planning, Treasury Management, Corporate Governance, Business Analysis, Business Strategy, Commercial Banking, Retail Banking, Microsoft Excel, Leadership, PowerPoint
Education
University of California, Berkeley 1977 — 1981
Bachelor of Arts (B.A.), Zoology & German Literature
KPMG November 2013 - Present
Bank of the West July 2011 - October 2013
Bank of the West January 2010 - July 2011
Bank of the West April 2009 - December 2009
Charles Schwab November 2006 - January 2007
San Francisco Federal Savings and Loan January 1993 - July 1995
San Francisco Federal Saving and Loan May 1989 - January 1993
American Industry Partners January 1988 - May 1989
L.F. Rothschild & Company January 1987 - December 1987
L.F. Rothschild & Co. April 1985 - January 1987
Skills
Capital Adequacy, Stress Testing, Financial Regulation, Regulatory Compliance, Risk Management, Technical Writing, Project Management, Management, Financial Analysis, Strategic Planning, Treasury Management, Corporate Governance, Business Analysis, Business Strategy, Commercial Banking, Retail Banking, Microsoft Excel, Leadership, PowerPoint
Education
University of California, Berkeley 1977 — 1981
Bachelor of Arts (B.A.), Zoology & German Literature
Dijoy Divakaran Dijoy Divakaran's Charles Schwab Experience December 2010 - Present
Job Lead Technical Consultant
Industry Computer Software
Experience
Charles Schwab December 2010 - Present
Paragon Consulting, Inc April 2010 - Present
Progressive Insurance June 2009 - March 2010
Paragon Consulting, Inc October 2007 - June 2009
Charles Schwab January 2008 - January 2009
Nous Infosystems US Consulting September 2005 - October 2007
Nous Infosystems Bangalore May 2003 - September 2005
Skills
Microsoft SQL Server, C#, Software Development, ASP.NET, Web Services, Agile Methodologies, T-SQL, SharePoint, Integration, PL/SQL, TFS, AJAX, SSIS, Oracle, C++, Scrum, XML, C, Visual C++, Visual Studio, Access, ATL COM, Ektron Content..., Sitecore
Education
University of Madras 1999 — 2002
Master of Computer Applications (MCA), Computer Software Engineering
University of Calicut 1996 — 1999
Bachelor of Commerce, Commerce
Charles Schwab December 2010 - Present
Paragon Consulting, Inc April 2010 - Present
Progressive Insurance June 2009 - March 2010
Paragon Consulting, Inc October 2007 - June 2009
Charles Schwab January 2008 - January 2009
Nous Infosystems US Consulting September 2005 - October 2007
Nous Infosystems Bangalore May 2003 - September 2005
Skills
Microsoft SQL Server, C#, Software Development, ASP.NET, Web Services, Agile Methodologies, T-SQL, SharePoint, Integration, PL/SQL, TFS, AJAX, SSIS, Oracle, C++, Scrum, XML, C, Visual C++, Visual Studio, Access, ATL COM, Ektron Content..., Sitecore
Education
University of Madras 1999 — 2002
Master of Computer Applications (MCA), Computer Software Engineering
University of Calicut 1996 — 1999
Bachelor of Commerce, Commerce
Michelle Snowden's Charles Schwab Experience 1999 - 2002
Job Pharma ITSr. Program/Project Manager at Genentech
Industry Biotechnology
Experience
Genentech June 2013 - Present
Kaiser Foundation Health Plan January 2010 - April 2013
Kaiser Foundation Health Plan February 2009 - January 2010
Kaiser Permanente IT July 2007 - September 2009
Kaiser Permanente 2003 - 2006
Charles Schwab 1999 - 2002
Skills
SDLC, Healthcare Information..., Program Management, Vendor Management, Agile Methodologies, Project Management, Business Process..., Project Portfolio..., Product Development, Product Management, PMO, Management, Testing, Consulting, Scrum, Software Development, Leadership, Process Improvement, Requirements Analysis, PMP, Business Analysis, Release Management, Integration, Cloud Computing, CRM, SAP, Mobile Applications, Gamification, User-centered Design, Change Management, Channel Relationship..., Channel Partner..., Strategic Planning, Cross-functional Team..., Visio, Agile Project Management, IT Strategy, Requirements Gathering, Business Intelligence, Software Project..., MS Project, Resource Management, User Experience, Software Documentation
Education
University of California, Berkeley 1991 — 1997
Bachelor of Arts (B.A.), Sociology
St Joseph Notre Dame Highschool
Genentech June 2013 - Present
Kaiser Foundation Health Plan January 2010 - April 2013
Kaiser Foundation Health Plan February 2009 - January 2010
Kaiser Permanente IT July 2007 - September 2009
Kaiser Permanente 2003 - 2006
Charles Schwab 1999 - 2002
Skills
SDLC, Healthcare Information..., Program Management, Vendor Management, Agile Methodologies, Project Management, Business Process..., Project Portfolio..., Product Development, Product Management, PMO, Management, Testing, Consulting, Scrum, Software Development, Leadership, Process Improvement, Requirements Analysis, PMP, Business Analysis, Release Management, Integration, Cloud Computing, CRM, SAP, Mobile Applications, Gamification, User-centered Design, Change Management, Channel Relationship..., Channel Partner..., Strategic Planning, Cross-functional Team..., Visio, Agile Project Management, IT Strategy, Requirements Gathering, Business Intelligence, Software Project..., MS Project, Resource Management, User Experience, Software Documentation
Education
University of California, Berkeley 1991 — 1997
Bachelor of Arts (B.A.), Sociology
St Joseph Notre Dame Highschool
Andrea Mohan Andrea Mohan's Charles Schwab Experience 1999 - 2002
Job Fundraising Chair at Spanish Education Fund
Industry Fund-Raising
Experience
Spanish Education Fund December 2014 - Present
Spanish Education Fund August 2012 - Present
Spanish Education Fund August 2010 - Present
Mohan - Family June 2004 - Present
HandyHens Llc September 2009 - April 2014
Alameda & Contra Costa School District September 2002 - March 2004
Charles Schwab 1999 - 2002
Provident Central Credit Union 1997 - 1999
Skills
Real Estate, Strategic Planning, Investments, Investment Properties, Marketing, Negotiation, Selling, Sales Management, First Time Home Buyers, Retail, New Business Development, Residential Homes, Sales, Budgets, Marketing Strategy, Team Building, Customer Service, Leadership, Management, Public Speaking, Cross-functional Team..., Fundraising
Education
St. Mary's University - Moraga CA 2002 — 2003
K-12 Advanced Teaching Credential, Education, Bachelors
University of Calgary 1988 — 1992
Bachelor of Commerce, Finance & Marketing
Spanish Education Fund December 2014 - Present
Spanish Education Fund August 2012 - Present
Spanish Education Fund August 2010 - Present
Mohan - Family June 2004 - Present
HandyHens Llc September 2009 - April 2014
Alameda & Contra Costa School District September 2002 - March 2004
Charles Schwab 1999 - 2002
Provident Central Credit Union 1997 - 1999
Skills
Real Estate, Strategic Planning, Investments, Investment Properties, Marketing, Negotiation, Selling, Sales Management, First Time Home Buyers, Retail, New Business Development, Residential Homes, Sales, Budgets, Marketing Strategy, Team Building, Customer Service, Leadership, Management, Public Speaking, Cross-functional Team..., Fundraising
Education
St. Mary's University - Moraga CA 2002 — 2003
K-12 Advanced Teaching Credential, Education, Bachelors
University of Calgary 1988 — 1992
Bachelor of Commerce, Finance & Marketing
Erin Alzona Erin Alzona's Charles Schwab Experience January 2015 - Present
Job Financial Services Professional at Financial Firm
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - December 2014
National Medical Products, INC November 2010 - December 2013
Lowney Associates August 2005 - September 2005
Skills
Microsoft Office, Project Management, Microsoft Excel, Project Planning, Process Scheduler, Matlab, Purchasing, QuickBooks, Bookkeeping, Accounts Payable, General Ledger, Account Reconciliation, Accounts Receivable, Account Management, Customer Product..., Microsoft Word, Management, PowerPoint, Customer Service, Strategic Planning, Contract Management, Contract Negotiation, Negotiation, Team Leadership, Project Coordination, Leadership, Procurement, AutoCAD, Clerical, Analysis
Education
University of California, Irvine 2005 — 2009
IrvineB.S, Civil Engineering
University of Bristol 2007 — 2008
Civil Engineering
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - December 2014
National Medical Products, INC November 2010 - December 2013
Lowney Associates August 2005 - September 2005
Skills
Microsoft Office, Project Management, Microsoft Excel, Project Planning, Process Scheduler, Matlab, Purchasing, QuickBooks, Bookkeeping, Accounts Payable, General Ledger, Account Reconciliation, Accounts Receivable, Account Management, Customer Product..., Microsoft Word, Management, PowerPoint, Customer Service, Strategic Planning, Contract Management, Contract Negotiation, Negotiation, Team Leadership, Project Coordination, Leadership, Procurement, AutoCAD, Clerical, Analysis
Education
University of California, Irvine 2005 — 2009
IrvineB.S, Civil Engineering
University of Bristol 2007 — 2008
Civil Engineering
David Canter David Canter's Charles Schwab Experience September 2004 - November 2008
Job Executive Vice President, Practice Management & Consulting, Fidelity Clearing & Custody
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Post Advisory Group, LLC October 2008 - August 2009
Charles Schwab September 2004 - November 2008
Charles Schwab 2000 - 2004
Education
University of Baltimore School of Law 1990 — 1993
Juris Doctor (J.D.)
University of Wisconsin 1986 — 1990
Bachelor’s Degree, Political Science
Fidelity Investments September 2009 - Present
Post Advisory Group, LLC October 2008 - August 2009
Charles Schwab September 2004 - November 2008
Charles Schwab 2000 - 2004
Education
University of Baltimore School of Law 1990 — 1993
Juris Doctor (J.D.)
University of Wisconsin 1986 — 1990
Bachelor’s Degree, Political Science
Sameer Siddiqui's Charles Schwab Experience June 2015 - August 2015
Job Treasury Analyst Intern at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group September 2015 - Present
Charles Schwab June 2015 - August 2015
The Abraham Group May 2013 - August 2013
Skills
Investment Management, Investment Strategies, Microsoft Excel, Financial Analysis, Risk Management, Stata, Public Speaking, PowerPoint, Marketing, Organizational..., Consulting, R, VBA, Uncertainty..., Liquidity Risk
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Fortress Investment Group September 2015 - Present
Charles Schwab June 2015 - August 2015
The Abraham Group May 2013 - August 2013
Skills
Investment Management, Investment Strategies, Microsoft Excel, Financial Analysis, Risk Management, Stata, Public Speaking, PowerPoint, Marketing, Organizational..., Consulting, R, VBA, Uncertainty..., Liquidity Risk
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Joanne Chang Joanne Chang's Charles Schwab Experience December 2008 - February 2015
Job Vice President, Tax
Industry Financial Services
Experience
Lending Club February 2015 - Present
Charles Schwab December 2008 - February 2015
Ernst & Young February 2004 - October 2008
KPMG US August 1999 - January 2004
Education
University of California, Berkeley
Lending Club February 2015 - Present
Charles Schwab December 2008 - February 2015
Ernst & Young February 2004 - October 2008
KPMG US August 1999 - January 2004
Education
University of California, Berkeley
Jon Miguel Jara's Charles Schwab Experience June 2015 - August 2015
Job Student at UC Berkeley
Industry Financial Services
Experience
UC Berkeley August 2015 - Present
Charles Schwab June 2015 - August 2015
UC Berkeley - Bancroft Library June 2013 - May 2015
Institute Of Epidemiology June 2014 - July 2014
Suprema Meat June 2007 - June 2013
Skills
Statistics, R, Soccer, Microsoft Excel, Microsoft Word, Python, STATA, Economics, PowerPoint, SAS, Stata, Management, Research, Microsoft Office, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Statistics
UC Berkeley August 2015 - Present
Charles Schwab June 2015 - August 2015
UC Berkeley - Bancroft Library June 2013 - May 2015
Institute Of Epidemiology June 2014 - July 2014
Suprema Meat June 2007 - June 2013
Skills
Statistics, R, Soccer, Microsoft Excel, Microsoft Word, Python, STATA, Economics, PowerPoint, SAS, Stata, Management, Research, Microsoft Office, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor's Degree, Statistics
Tracey Fukuda Tracey Fukuda's Charles Schwab Experience 2002 - 2004
Job Still kickin it ! 25 years exp in Business/Data analysis. Always curious about business domains & dataflows. Quick study
Industry Information Technology and Services
Experience
Dentsu Aegis May 2015 - Present
L'Oréal August 2014 - December 2014
Lela.com April 2012 - May 2014
CIT February 2012 - April 2012
The Blackstone Group June 2011 - December 2011
Credit Suisse November 2009 - June 2011
Avaya November 2004 - June 2009
Charles Schwab 2002 - 2004
Schwab Institutional 2000 - 2002
jcrew.com June 1998 - May 2000
Skills
Integration, Data Warehousing, Oracle, IT Management, Shell Scripting, Agile Methodologies, SQL, User Experience, Testing, SOA, Java, Unix, Databases, Analysis, Business Analysis, Software Development, E-commerce, Use Case, Web Design
Education
University of California, Berkeley
BA, Computer Science
University of California, Berkeley
BA, English Literature
Dentsu Aegis May 2015 - Present
L'Oréal August 2014 - December 2014
Lela.com April 2012 - May 2014
CIT February 2012 - April 2012
The Blackstone Group June 2011 - December 2011
Credit Suisse November 2009 - June 2011
Avaya November 2004 - June 2009
Charles Schwab 2002 - 2004
Schwab Institutional 2000 - 2002
jcrew.com June 1998 - May 2000
Skills
Integration, Data Warehousing, Oracle, IT Management, Shell Scripting, Agile Methodologies, SQL, User Experience, Testing, SOA, Java, Unix, Databases, Analysis, Business Analysis, Software Development, E-commerce, Use Case, Web Design
Education
University of California, Berkeley
BA, Computer Science
University of California, Berkeley
BA, English Literature
Darren Mar-Elia Darren Mar-Elia's Charles Schwab Experience April 2009 - May 2011
Job CTO & Founder, SDM Software
Industry Computer Software
Experience
SDM Software June 2006 - Present
Windows IT Pro Magazine 1997 - December 2014
Autodesk May 2011 - October 2012
Charles Schwab April 2009 - May 2011
DesktopStandard April 2006 - September 2006
Quest Software June 2002 - April 2006
Charles Schwab November 1993 - June 2002
Wells Fargo 1992 - 1993
Levine-Fricke 1989 - 1992
Skills
Cloud Computing, Automation, Systems Management, Windows, Active Directory, Architecture, C#, Server Architecture, Enterprise Architecture, Security, Virtualization, .NET, Enterprise Software, Group Policy, VDI, Powershell, Configuration Management, CMDB, Microsoft Technologies, Infrastructure, Disaster Recovery, Distributed Systems, Servers, Integration, Network Security, Product Management, Data Center, Linux, VMware, Information Technology, Identity Management, SaaS, Computer Security, Citrix, Solution Architecture, System Architecture, High Availability, System Deployment, Information Security, IT Strategy, Architectures, Web Applications, Unix, Software Development, Operating Systems, Professional Services
Education
UC, Berkeley 1982 — 1986
BA
Las Lomas 1979 — 1982
SDM Software June 2006 - Present
Windows IT Pro Magazine 1997 - December 2014
Autodesk May 2011 - October 2012
Charles Schwab April 2009 - May 2011
DesktopStandard April 2006 - September 2006
Quest Software June 2002 - April 2006
Charles Schwab November 1993 - June 2002
Wells Fargo 1992 - 1993
Levine-Fricke 1989 - 1992
Skills
Cloud Computing, Automation, Systems Management, Windows, Active Directory, Architecture, C#, Server Architecture, Enterprise Architecture, Security, Virtualization, .NET, Enterprise Software, Group Policy, VDI, Powershell, Configuration Management, CMDB, Microsoft Technologies, Infrastructure, Disaster Recovery, Distributed Systems, Servers, Integration, Network Security, Product Management, Data Center, Linux, VMware, Information Technology, Identity Management, SaaS, Computer Security, Citrix, Solution Architecture, System Architecture, High Availability, System Deployment, Information Security, IT Strategy, Architectures, Web Applications, Unix, Software Development, Operating Systems, Professional Services
Education
UC, Berkeley 1982 — 1986
BA
Las Lomas 1979 — 1982
Suset Vega Suset Vega's Charles Schwab Experience July 2001 - December 2002
Job Senior Program Manager
Industry Computer Networking
Experience
Taco Bell 2015 - 2015
Belkin April 2013 - July 2014
Cisco Systems February 2007 - March 2013
Gateway September 2003 - January 2007
Charles Schwab July 2001 - December 2002
Skills
Cross-functional Team..., Program Management, Project Management, Management, Strategy, Six Sigma, Analysis, Vendor Management, Team Leadership, Process Improvement, Business Strategy, Business Intelligence, Business Planning, Operations Management, Web Analytics, Networking, Competitive Analysis, Omniture, Mobile Design, Product Management, ERP, Integration, Mobile Devices, Mobile Web Design, Business Analysis, Product Marketing, Marketing, IT Strategy, Analytics, Enterprise Software, Go-to-market Strategy, Strategic Partnerships, CRM, Product Launch, Project Planning, SEO, Google Analytics, E-commerce, Salesforce.com
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Berkeley
BA, Development Studies, Emphasis in Latin America
Taco Bell 2015 - 2015
Belkin April 2013 - July 2014
Cisco Systems February 2007 - March 2013
Gateway September 2003 - January 2007
Charles Schwab July 2001 - December 2002
Skills
Cross-functional Team..., Program Management, Project Management, Management, Strategy, Six Sigma, Analysis, Vendor Management, Team Leadership, Process Improvement, Business Strategy, Business Intelligence, Business Planning, Operations Management, Web Analytics, Networking, Competitive Analysis, Omniture, Mobile Design, Product Management, ERP, Integration, Mobile Devices, Mobile Web Design, Business Analysis, Product Marketing, Marketing, IT Strategy, Analytics, Enterprise Software, Go-to-market Strategy, Strategic Partnerships, CRM, Product Launch, Project Planning, SEO, Google Analytics, E-commerce, Salesforce.com
Education
USC Marshall School of Business 2012 — 2015
Master of Business Administration (MBA)
University of California, Berkeley
BA, Development Studies, Emphasis in Latin America
Pei Yang Pei Yang's Charles Schwab Experience March 2015 - Present
Job Senior Treasury Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab August 2013 - March 2015
KPMG US February 2013 - August 2013
Capco September 2010 - February 2013
Art of the Muse February 2010 - September 2010
Qualcomm June 2009 - September 2009
Office of Post Award and Financial Services at University of California, San Diego October 2006 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Access, Mandarin, Finance, PowerPoint, Business Analysis, VBA, Risk Management, Quantitative Analytics, Financial Services, Microsoft Office, Corporate Finance, Accounting, Financial Reporting, Forecasting, Portfolio Management, Management, Equities
Education
University of California, Berkeley
Bachelors, Joint Mathematics and Economics
University of California, San Diego
BA, Joint Mathematics and Economics
Charles Schwab March 2015 - Present
Charles Schwab August 2013 - March 2015
KPMG US February 2013 - August 2013
Capco September 2010 - February 2013
Art of the Muse February 2010 - September 2010
Qualcomm June 2009 - September 2009
Office of Post Award and Financial Services at University of California, San Diego October 2006 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Access, Mandarin, Finance, PowerPoint, Business Analysis, VBA, Risk Management, Quantitative Analytics, Financial Services, Microsoft Office, Corporate Finance, Accounting, Financial Reporting, Forecasting, Portfolio Management, Management, Equities
Education
University of California, Berkeley
Bachelors, Joint Mathematics and Economics
University of California, San Diego
BA, Joint Mathematics and Economics
Maureen Phalon Maureen Phalon's Charles Schwab Experience April 2015 - Present
Job Salesforce Sr. Product Manager at Charles Schwab
Industry Internet
Experience
Charles Schwab April 2015 - Present
SquareTrade July 2012 - April 2015
TurnHere, Inc. March 2008 - July 2012
TurnHere March 2008 - January 2010
ZVUE (formerly Handheld Entertainment) March 2006 - February 2008
BlueMountain.com March 2002 - December 2002
Ofoto, a Kodak Company September 2000 - December 2001
InfoGear / acquired by Cisco March 1998 - May 1999
GNN, an AOL Company August 1995 - January 1997
Skills
Salesforce.com, User Experience, Digital Media, Online Advertising, Process Improvement, Cross-functional Team..., CRM, CRM Integration, Leadership, Product Marketing, Business Development, Information Architecture, Strategic Partnerships, Web Analytics, Agile Methodologies, Management, E-commerce, Mobile Devices
Education
University of California, Berkeley
Bachelors, English
Charles Schwab April 2015 - Present
SquareTrade July 2012 - April 2015
TurnHere, Inc. March 2008 - July 2012
TurnHere March 2008 - January 2010
ZVUE (formerly Handheld Entertainment) March 2006 - February 2008
BlueMountain.com March 2002 - December 2002
Ofoto, a Kodak Company September 2000 - December 2001
InfoGear / acquired by Cisco March 1998 - May 1999
GNN, an AOL Company August 1995 - January 1997
Skills
Salesforce.com, User Experience, Digital Media, Online Advertising, Process Improvement, Cross-functional Team..., CRM, CRM Integration, Leadership, Product Marketing, Business Development, Information Architecture, Strategic Partnerships, Web Analytics, Agile Methodologies, Management, E-commerce, Mobile Devices
Education
University of California, Berkeley
Bachelors, English
Rob Howe Rob Howe's Charles Schwab Experience January 1994 - January 1998
Job Sr. Account Executive
Industry Computer Software
Experience
Aviso, Inc 2015 - Present
1081 Pine HOA November 2006 - Present
SAP April 2014 - 2015
Salesforce.com April 2008 - April 2014
National City Bank May 2005 - April 2008
Citigroup January 2004 - May 2005
sfrob.net April 1999 - 2003
QuickStart Intelligence January 1998 - April 1999
Charles Schwab January 1994 - January 1998
Skills
French, Spanish, Adventure Travel, Scuba Diving, Skiing, Series 7, Series 63, SaaS, Salesforce.com, Cloud Computing, Banking, Investments, Solution Selling, Consultative Selling, Selling, Mortgage Lending, B2B, Management, Enterprise Software, CRM, Start-ups, Consulting, Professional Services, Sales Process, Ski, Sales, Huthwaite SPIN Selling
Education
University of California, Berkeley 1988 — 1992
BA with Multiple Honors, Psychology Major, Business Minor
Aviso, Inc 2015 - Present
1081 Pine HOA November 2006 - Present
SAP April 2014 - 2015
Salesforce.com April 2008 - April 2014
National City Bank May 2005 - April 2008
Citigroup January 2004 - May 2005
sfrob.net April 1999 - 2003
QuickStart Intelligence January 1998 - April 1999
Charles Schwab January 1994 - January 1998
Skills
French, Spanish, Adventure Travel, Scuba Diving, Skiing, Series 7, Series 63, SaaS, Salesforce.com, Cloud Computing, Banking, Investments, Solution Selling, Consultative Selling, Selling, Mortgage Lending, B2B, Management, Enterprise Software, CRM, Start-ups, Consulting, Professional Services, Sales Process, Ski, Sales, Huthwaite SPIN Selling
Education
University of California, Berkeley 1988 — 1992
BA with Multiple Honors, Psychology Major, Business Minor
Keith Davenport Keith Davenport's Charles Schwab Experience May 2007 - May 2008
Job Experienced IT Professional
Industry Information Technology and Services
Experience
iCohere / Kaplan Consulting Group August 2010 - Present
Chevron May 2008 - July 2010
Charles Schwab May 2007 - May 2008
Bank of America July 1972 - December 2006
Univeristy of California / Operations Research Center September 1971 - June 1972
Skills
Visual Basic, Testing, VB.NET, SQL, Oracle, ASP.NET, Microsoft SQL Server, Databases, Software Documentation, XML, JavaScript, Unix, Java, C++, JSP, AJAX, jQuery, Programming, SDLC, Unix Shell Scripting, Access, Operating Systems, CSS, PL/SQL, DB2, ASP, COBOL
Education
University of California, Berkeley 1967 — 1972
Masters, Operations Research
iCohere / Kaplan Consulting Group August 2010 - Present
Chevron May 2008 - July 2010
Charles Schwab May 2007 - May 2008
Bank of America July 1972 - December 2006
Univeristy of California / Operations Research Center September 1971 - June 1972
Skills
Visual Basic, Testing, VB.NET, SQL, Oracle, ASP.NET, Microsoft SQL Server, Databases, Software Documentation, XML, JavaScript, Unix, Java, C++, JSP, AJAX, jQuery, Programming, SDLC, Unix Shell Scripting, Access, Operating Systems, CSS, PL/SQL, DB2, ASP, COBOL
Education
University of California, Berkeley 1967 — 1972
Masters, Operations Research
Ben Porras Ben Porras's Charles Schwab Experience October 2003 - August 2011
Job Vice President at EP Wealth Advisors|| CFA Level III Candidate
Industry Investment Management
Experience
EP Wealth Advisors February 2013 - Present
Charles Schwab October 2003 - August 2011
WM Financial Services November 2002 - September 2003
Education
University of California, at Berkeley 1997 — 2002
BA, Major: Legal Studies, Minor: Philosophy
Loyola High School
New York Institute of Finance
Core Skills Analyst Program - Accounting Module
University of Windsor
Study Seminar for Financial Analysts
EP Wealth Advisors February 2013 - Present
Charles Schwab October 2003 - August 2011
WM Financial Services November 2002 - September 2003
Education
University of California, at Berkeley 1997 — 2002
BA, Major: Legal Studies, Minor: Philosophy
Loyola High School
New York Institute of Finance
Core Skills Analyst Program - Accounting Module
University of Windsor
Study Seminar for Financial Analysts
David J. Mould, PHR's Charles Schwab Experience February 2014 - October 2014
Job HR Manager at PPR Worldwide
Industry Human Resources
Experience
PPR Worldwide January 2015 - Present
Charles Schwab February 2014 - October 2014
Landor Associates May 2012 - January 2014
STOP AIDS Project May 2008 - April 2012
Chong Partners Architecture February 2005 - December 2007
Sony Electronics January 1997 - December 2004
Skills
Employee Relations, Performance Management, Compensation, Benefits Administration, Cultural Awareness, Onboarding, Policy, Hiring, HRIS, HR Policies, Benefits, Talent Management, Orientation, Payroll, FMLA, New Hire Orientation, Affirmative Action, EEO, New Hire Orientations, Employee Benefits, Deferred Compensation, Personnel Management, Training, Human Resources, Sourcing, Leadership, Management, Career Development, Interviews, Team Building, Employee Handbooks, Employee Engagement, Talent Acquisition
Education
University of California, Berkeley 2009 — 2011
Certification, Human Resource Management
University of California, Santa Cruz 1988 — 1992
BA, Theatre Arts
Long Beach Poly
PPR Worldwide January 2015 - Present
Charles Schwab February 2014 - October 2014
Landor Associates May 2012 - January 2014
STOP AIDS Project May 2008 - April 2012
Chong Partners Architecture February 2005 - December 2007
Sony Electronics January 1997 - December 2004
Skills
Employee Relations, Performance Management, Compensation, Benefits Administration, Cultural Awareness, Onboarding, Policy, Hiring, HRIS, HR Policies, Benefits, Talent Management, Orientation, Payroll, FMLA, New Hire Orientation, Affirmative Action, EEO, New Hire Orientations, Employee Benefits, Deferred Compensation, Personnel Management, Training, Human Resources, Sourcing, Leadership, Management, Career Development, Interviews, Team Building, Employee Handbooks, Employee Engagement, Talent Acquisition
Education
University of California, Berkeley 2009 — 2011
Certification, Human Resource Management
University of California, Santa Cruz 1988 — 1992
BA, Theatre Arts
Long Beach Poly
Jean Smart's Charles Schwab Experience 1999 - 2009
Job Director, Investor Solutions at TD Ameritrade
Industry Financial Services
Experience
Charles Schwab 1999 - 2009
Grant Thornton 1996 - 1998
Deloitte Consulting 1993 - 1996
Prognosis Newspaper 1992 - 1993
Goldman Sachs 1990 - 1992
Education
University of California, Berkeley
BA
Charles Schwab 1999 - 2009
Grant Thornton 1996 - 1998
Deloitte Consulting 1993 - 1996
Prognosis Newspaper 1992 - 1993
Goldman Sachs 1990 - 1992
Education
University of California, Berkeley
BA
Chris Pon Chris Pon's Charles Schwab Experience July 2011 - November 2012
Job TBD
Industry Financial Services
Experience
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Monroe Personnel Service LLC and Temptime March 2015 - Present
Merrill Edge November 2012 - August 2014
Charles Schwab July 2011 - November 2012
Rayner & Haynor Investment Counselors June 2008 - May 2011
Union Bank 2007 - 2008
UC Berkeley 2004 - 2007
Skills
Series 7, Series 63, Series 65, Investments, Banking, Credit, Analysis, Portfolio Management, Investment Advisory, Microsoft Excel, Axys, Bloomberg Terminal, Sales Operations, Public Speaking, Series 30, Series 31, Spreadsheets, 401(k) / 403(b), Rollover / Roth /..., Health Savings Accounts, College Savings Plans, Financial Services, Mutual Funds, Wealth Management, FINRA, Sales, Finance, Securities, Retirement Planning, Asset Allocation, Bloomberg, ETFs, Strategic Financial..., Investment Management
Education
University of California, Berkeley 2001 — 2004
BA
Roger Norton Roger Norton's Charles Schwab Experience June 2000 - July 2001
Job Senior Director, Talent Acquisition at OpenTable
Industry Internet
Experience
OpenTable November 2013 - Present
BlackRock January 2006 - 2013
Boyden - Global Executive Search May 2003 - December 2005
Williams-Sonoma, Inc. April 2002 - April 2003
Charles Schwab June 2000 - July 2001
Gap Inc. February 1998 - May 2000
Skills
Talent Management, Talent Acquisition, Recruiting, Executive Search, Human Resources, Applicant Tracking..., Onboarding, Succession Planning, Employee Engagement, Performance Management, Organizational Design, CRM, Deferred Compensation, Interviews, Temporary Placement, Strategy, HRIS
Education
University of Auckland
Bachelor of Commerce, Business
OpenTable November 2013 - Present
BlackRock January 2006 - 2013
Boyden - Global Executive Search May 2003 - December 2005
Williams-Sonoma, Inc. April 2002 - April 2003
Charles Schwab June 2000 - July 2001
Gap Inc. February 1998 - May 2000
Skills
Talent Management, Talent Acquisition, Recruiting, Executive Search, Human Resources, Applicant Tracking..., Onboarding, Succession Planning, Employee Engagement, Performance Management, Organizational Design, CRM, Deferred Compensation, Interviews, Temporary Placement, Strategy, HRIS
Education
University of Auckland
Bachelor of Commerce, Business
Leslie Hanna Leslie Hanna's Charles Schwab Experience 2007 - 2008
Job Communications Strategist
Industry Marketing and Advertising
Experience
Hanna Health Communications 2002 - Present
Pearson North America August 2012 - January 2013
McKesson January 2009 - July 2011
McKesson 2007 - 2008
Charles Schwab 2007 - 2008
InterMune 2004 - 2006
San Francisco AIDS Foundation 1998 - 2002
San Francisco AIDS Foundation 1995 - 1998
Skills
Marketing Communications, Editing, Corporate Communications, Strategic Planning, Newsletters, Internal Communications, Research, Media Relations, Public Relations, Copywriting, Strategy, Social Media, Press Releases, Copy Editing, Project Management, Blogging, Cross-functional Team..., Social Media Marketing, Budgets, Marketing, Event Planning, Leadership, Program Management
Education
University of Notre Dame
BA, English
University of California, Berkeley 2008 — 2008
Integrated Marketing
Hanna Health Communications 2002 - Present
Pearson North America August 2012 - January 2013
McKesson January 2009 - July 2011
McKesson 2007 - 2008
Charles Schwab 2007 - 2008
InterMune 2004 - 2006
San Francisco AIDS Foundation 1998 - 2002
San Francisco AIDS Foundation 1995 - 1998
Skills
Marketing Communications, Editing, Corporate Communications, Strategic Planning, Newsletters, Internal Communications, Research, Media Relations, Public Relations, Copywriting, Strategy, Social Media, Press Releases, Copy Editing, Project Management, Blogging, Cross-functional Team..., Social Media Marketing, Budgets, Marketing, Event Planning, Leadership, Program Management
Education
University of Notre Dame
BA, English
University of California, Berkeley 2008 — 2008
Integrated Marketing
Kelli Peterman's Charles Schwab Experience January 2012 - Present
Job
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab March 2011 - December 2012
Morningstar August 2010 - February 2011
Morningstar January 2009 - July 2010
Morningstar September 2004 - January 2009
Charles Schwab February 1995 - August 2004
California Federal Bank June 1993 - January 1995
Skills
Customer Relations, Client Service, Product Management, Customer Service, Program Management, Financial Services, Alternative Investments, Marketing, CRM, Management, Strategy
Education
University of California, Berkeley 1989 — 1992
BA
Charles Schwab January 2012 - Present
Charles Schwab March 2011 - December 2012
Morningstar August 2010 - February 2011
Morningstar January 2009 - July 2010
Morningstar September 2004 - January 2009
Charles Schwab February 1995 - August 2004
California Federal Bank June 1993 - January 1995
Skills
Customer Relations, Client Service, Product Management, Customer Service, Program Management, Financial Services, Alternative Investments, Marketing, CRM, Management, Strategy
Education
University of California, Berkeley 1989 — 1992
BA
Susan Salkind's Charles Schwab Experience April 2008 - November 2008
Job Manager, Member Benefits & Strategic Partnerships
Industry Marketing and Advertising
Experience
The Bar Association of San Francisco 2010 - Present
The Bar Association of San Francisco 2009 - 2010
Charles Schwab April 2008 - November 2008
American Academy of Otolaryngology October 2006 - April 2008
MDB Communications 2004 - 2006
Self-employed 2002 - 2003
University of California 2002 - 2002
Sun Microsystems 2000 - 2001
California Casualty 1999 - 2000
Skills
Public Relations, Email Marketing, Integrated Marketing, Strategic Partnerships
Education
University of California, Berkeley
Master of Arts and Teaching, Education and English
University of California, Berkeley
Bachelor of Arts, English
University of Missouri-Kansas City
Certificate, Direct Marketing
The Bar Association of San Francisco 2010 - Present
The Bar Association of San Francisco 2009 - 2010
Charles Schwab April 2008 - November 2008
American Academy of Otolaryngology October 2006 - April 2008
MDB Communications 2004 - 2006
Self-employed 2002 - 2003
University of California 2002 - 2002
Sun Microsystems 2000 - 2001
California Casualty 1999 - 2000
Skills
Public Relations, Email Marketing, Integrated Marketing, Strategic Partnerships
Education
University of California, Berkeley
Master of Arts and Teaching, Education and English
University of California, Berkeley
Bachelor of Arts, English
University of Missouri-Kansas City
Certificate, Direct Marketing
David Weiskopf's Charles Schwab Experience January 2008 - August 2010
Job Vice President, Corporate Communications at Financial Engines
Industry Public Relations and Communications
Experience
Financial Engines June 2013 - Present
Weiskopf PR April 2013 - June 2013
Fleishman-Hillard September 2010 - April 2013
Charles Schwab January 2008 - August 2010
Wells Fargo July 2006 - January 2008
Chiron February 2005 - July 2006
Ketchum March 2002 - December 2004
Weber Shandwick August 1999 - February 2002
Levi Strauss & Co. March 1994 - December 1998
Adams, Duque & Hazeltine 1991 - 1993
Skills
Community Development, Corporations, Crisis Communications, Media Relations, Corporate Communications, Strategic Communications, Communication Training, Internal Communications, Public Relations, Reputation Management, Corporate Social..., Crisis Management, Message Development, Speech Writing, Public Affairs, Spokesperson, Publicity, Marketing Communications, Integrated Marketing, Communications Planning, Investor Relations, Thought Leadership, Strategy, Press Releases, Brand Awareness, Positioning, Messaging, Government, International Relations, Social Media, Content Development, Content Strategy, Analyst Relations
Education
UC Hastings College of the Law 1989 — 1992
JD
UC Berkeley 1982 — 1987
BA
Financial Engines June 2013 - Present
Weiskopf PR April 2013 - June 2013
Fleishman-Hillard September 2010 - April 2013
Charles Schwab January 2008 - August 2010
Wells Fargo July 2006 - January 2008
Chiron February 2005 - July 2006
Ketchum March 2002 - December 2004
Weber Shandwick August 1999 - February 2002
Levi Strauss & Co. March 1994 - December 1998
Adams, Duque & Hazeltine 1991 - 1993
Skills
Community Development, Corporations, Crisis Communications, Media Relations, Corporate Communications, Strategic Communications, Communication Training, Internal Communications, Public Relations, Reputation Management, Corporate Social..., Crisis Management, Message Development, Speech Writing, Public Affairs, Spokesperson, Publicity, Marketing Communications, Integrated Marketing, Communications Planning, Investor Relations, Thought Leadership, Strategy, Press Releases, Brand Awareness, Positioning, Messaging, Government, International Relations, Social Media, Content Development, Content Strategy, Analyst Relations
Education
UC Hastings College of the Law 1989 — 1992
JD
UC Berkeley 1982 — 1987
BA
Bill McDonnell's Charles Schwab Experience 1997 - 2004
Job Chief Compliance Officer at Deep Blue Capital Management, L.P.
Industry Financial Services
Experience
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Barbara Obrapalska's Charles Schwab Experience June 2011 - Present
Job Senior Business Analyst/Project Manager
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab July 2006 - June 2011
Charles Schwab December 1998 - July 2006
APL 1987 - 1998
Skills
Data Warehousing, Data Modeling, Oracle, Requirements Analysis, Data Governance, SDLC, Databases, Teradata, Business Analysis, Integration, Project Management, ETL, Business Process, Analytics, Business Intelligence
Education
cPrime 2014 — 2014
University of Warsaw
MS
University of California, Berkeley
Project Management Institute 2006 — 2013
Certified Project Management Professional (PMP)
Charles Schwab
Decker Communications
Charles Schwab June 2011 - Present
Charles Schwab July 2006 - June 2011
Charles Schwab December 1998 - July 2006
APL 1987 - 1998
Skills
Data Warehousing, Data Modeling, Oracle, Requirements Analysis, Data Governance, SDLC, Databases, Teradata, Business Analysis, Integration, Project Management, ETL, Business Process, Analytics, Business Intelligence
Education
cPrime 2014 — 2014
University of Warsaw
MS
University of California, Berkeley
Project Management Institute 2006 — 2013
Certified Project Management Professional (PMP)
Charles Schwab
Decker Communications
Jill Godsey's Charles Schwab Experience 2004 - 2011
Job
Industry Financial Services
Experience
Charles Schwab & Co. May 2011 - May 2015
Charles Schwab 2004 - 2011
Charles Schwab 1996 - 2004
the good guys May 1992 - November 1996
Montgomery Securities June 1990 - May 1992
Skills
Series 63, Strategic Planning, Financial Analysis, Finance, Series 24, Series 7, Financial Services, Risk Management, Process Control, Outsourcing, Strategy, Corporate Finance, Strategic Financial..., Management, Series 27, Series 99, Anti Money Laundering, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 1986 — 1996
BS, MBA, Business, Economic Analysis, magna cum laude
University of California, Berkeley 1986 — 1990
Bs, Business
Charles Schwab & Co. May 2011 - May 2015
Charles Schwab 2004 - 2011
Charles Schwab 1996 - 2004
the good guys May 1992 - November 1996
Montgomery Securities June 1990 - May 1992
Skills
Series 63, Strategic Planning, Financial Analysis, Finance, Series 24, Series 7, Financial Services, Risk Management, Process Control, Outsourcing, Strategy, Corporate Finance, Strategic Financial..., Management, Series 27, Series 99, Anti Money Laundering, Mergers & Acquisitions
Education
University of California, Berkeley, Haas School of Business 1986 — 1996
BS, MBA, Business, Economic Analysis, magna cum laude
University of California, Berkeley 1986 — 1990
Bs, Business
Chris Foskett's Charles Schwab Experience 1997 - 1998
Job Software Architect
Industry Computer Software
Experience
The Pasha Group March 2011 - Present
Mirixa February 2007 - March 2011
GHR Systems / Loansoft 2004 - 2007
Apptero 2003 - 2004
Avinon, Inc. 2000 - 2003
One Inc./M1 Software 1998 - 2000
M1 Software 1998 - 2000
Charles Schwab 1997 - 1998
Oracle Corporation 1993 - 1995
Skills
Microsoft SQL Server, WCF, C#, SaaS, ASP.NET, LINQ, Agile Methodologies, SOA, SQL, JavaScript, XML, Requirements Analysis, Visual Studio, jQuery, Software Development, Software Project..., .NET, Scrum
Education
University of California, Berkeley
The Pasha Group March 2011 - Present
Mirixa February 2007 - March 2011
GHR Systems / Loansoft 2004 - 2007
Apptero 2003 - 2004
Avinon, Inc. 2000 - 2003
One Inc./M1 Software 1998 - 2000
M1 Software 1998 - 2000
Charles Schwab 1997 - 1998
Oracle Corporation 1993 - 1995
Skills
Microsoft SQL Server, WCF, C#, SaaS, ASP.NET, LINQ, Agile Methodologies, SOA, SQL, JavaScript, XML, Requirements Analysis, Visual Studio, jQuery, Software Development, Software Project..., .NET, Scrum
Education
University of California, Berkeley
Carol Goldman's Charles Schwab Experience 1997 - 2000
Job Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2004 - March 2007
Bank of America January 2000 - September 2002
Bank of America 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Berkeley 1983 — 1987
University of San Francisco
MBA, Marketing
Wells Fargo December 2004 - March 2007
Bank of America January 2000 - September 2002
Bank of America 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Berkeley 1983 — 1987
University of San Francisco
MBA, Marketing
Cranston Logan's Charles Schwab Experience April 1985 - Present
Job Systems at PipeLine Computer Soultion and Repair and Owner, Las Vegas
Industry Information Technology and Services
Experience
Las Vegas SystemsPipeLine Computer Solution and RepairJune 2002 - Present
Charles Schwab April 1985 - Present
VISA INTERNATIONAL June 1998 - May 2001
Charles Schwab 1985 - 1991
Skills
Sales Management, Business Development, Unix, Customer Service, Data Center, Leadership, Process Improvement, Servers, Strategic Planning, Program Management, Project Management, Network Security, Disaster Recovery, IT Management, Storage, Cisco Technologies, Security, Cloud Computing, Management, Team Leadership, Infrastructure, Business Intelligence, Vendor Management, IT Strategy, Hardware, ITIL, Salesforce.com, Virtualization, Strategy, SaaS, Integration, Change Management, Telecommunications, Troubleshooting, Active Directory, Enterprise Software, Enterprise Architecture, System Administration, Business Analysis, VMware, Databases, PMP, CRM, IT Service Management, IT Operations, SharePoint, Software Development, Requirements Analysis, SDLC, System Deployment
Education
University of Nevada-Las Vegas 2014 — 2015
Computer and Information Sciences and Support Services
University of California, Berkeley 1969 — 1973
Criminal Justices Administration
Las Vegas SystemsPipeLine Computer Solution and RepairJune 2002 - Present
Charles Schwab April 1985 - Present
VISA INTERNATIONAL June 1998 - May 2001
Charles Schwab 1985 - 1991
Skills
Sales Management, Business Development, Unix, Customer Service, Data Center, Leadership, Process Improvement, Servers, Strategic Planning, Program Management, Project Management, Network Security, Disaster Recovery, IT Management, Storage, Cisco Technologies, Security, Cloud Computing, Management, Team Leadership, Infrastructure, Business Intelligence, Vendor Management, IT Strategy, Hardware, ITIL, Salesforce.com, Virtualization, Strategy, SaaS, Integration, Change Management, Telecommunications, Troubleshooting, Active Directory, Enterprise Software, Enterprise Architecture, System Administration, Business Analysis, VMware, Databases, PMP, CRM, IT Service Management, IT Operations, SharePoint, Software Development, Requirements Analysis, SDLC, System Deployment
Education
University of Nevada-Las Vegas 2014 — 2015
Computer and Information Sciences and Support Services
University of California, Berkeley 1969 — 1973
Criminal Justices Administration
Jeffrey Albrecht's Charles Schwab Experience July 2002 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2002 - Present
Legg Mason Wood Walker April 1998 - June 2002
Education
University of Baltimore School of Law 2003 — 2007
JD, Law
University of Maryland College Park 1989 — 1993
BA, Economics
Charles Schwab July 2002 - Present
Legg Mason Wood Walker April 1998 - June 2002
Education
University of Baltimore School of Law 2003 — 2007
JD, Law
University of Maryland College Park 1989 — 1993
BA, Economics
Wade Larsen's Charles Schwab Experience 2000 - 2001
Job VP, Analytics Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo, One Wells Fargo Strategic Planning June 2008 - Present
Wells Fargo, Private Client Services October 2003 - June 2008
Wells Fargo, Business Banking Group 2002 - 2003
ATTIK 2001 - 2002
Charles Schwab 2000 - 2001
Zatso 2000 - 2000
Skills
Analytics, SAS, Data Mining, SQL, Teradata, VBA, Data Analysis, MapReduce, Big Data, Tableau, Databases, Oracle, Microsoft Excel, Ad Hoc Reporting, Reports, SQL Server, DB2, Informix, Access, Microsoft Office, Data Modeling, Strategy, Analysis, Microsoft SQL Server, Management
Education
University of Pennsylvania - The Wharton School
University of California, Berkeley
University of Hawaii at Manoa
Bachelor of Arts, Psychology
Wells Fargo, One Wells Fargo Strategic Planning June 2008 - Present
Wells Fargo, Private Client Services October 2003 - June 2008
Wells Fargo, Business Banking Group 2002 - 2003
ATTIK 2001 - 2002
Charles Schwab 2000 - 2001
Zatso 2000 - 2000
Skills
Analytics, SAS, Data Mining, SQL, Teradata, VBA, Data Analysis, MapReduce, Big Data, Tableau, Databases, Oracle, Microsoft Excel, Ad Hoc Reporting, Reports, SQL Server, DB2, Informix, Access, Microsoft Office, Data Modeling, Strategy, Analysis, Microsoft SQL Server, Management
Education
University of Pennsylvania - The Wharton School
University of California, Berkeley
University of Hawaii at Manoa
Bachelor of Arts, Psychology
Allan Fawcett's Charles Schwab Experience November 1996 - May 1997
Job Computer Consultant at Warner Bros.
Industry Computer Software
Experience
Warner Bros. Entertainment Group of Companies January 2013 - July 2013
Warner Bros. Entertainment Group of Companies September 2010 - December 2012
Warner Bros. Entertainment Group of Companies January 2008 - September 2010
SAIC January 2006 - September 2007
Warner Bros. Entertainment Group of Companies January 2002 - December 2005
National Semiconductor August 1997 - June 2001
General Electric May 1997 - July 1997
Charles Schwab November 1996 - May 1997
MCI September 1996 - November 1996
National Semiconductor February 1995 - September 1996
Skills
Visio, SDLC, Business Analysis, Business Intelligence, Data Warehousing, Databases, Microsoft SQL Server, Project Management, Software Development, Business Process, SQL, Integration, Access, Vendor Management, IT Strategy, Disaster Recovery
Education
University of California, Berkeley 1981 — 1983
MS, Computer Science
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (MBA)
University of California, Los Angeles 1976 — 1979
Bachelor's degree, Economics
Warner Bros. Entertainment Group of Companies January 2013 - July 2013
Warner Bros. Entertainment Group of Companies September 2010 - December 2012
Warner Bros. Entertainment Group of Companies January 2008 - September 2010
SAIC January 2006 - September 2007
Warner Bros. Entertainment Group of Companies January 2002 - December 2005
National Semiconductor August 1997 - June 2001
General Electric May 1997 - July 1997
Charles Schwab November 1996 - May 1997
MCI September 1996 - November 1996
National Semiconductor February 1995 - September 1996
Skills
Visio, SDLC, Business Analysis, Business Intelligence, Data Warehousing, Databases, Microsoft SQL Server, Project Management, Software Development, Business Process, SQL, Integration, Access, Vendor Management, IT Strategy, Disaster Recovery
Education
University of California, Berkeley 1981 — 1983
MS, Computer Science
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
Master of Business Administration (MBA)
University of California, Los Angeles 1976 — 1979
Bachelor's degree, Economics
Christine Yip's Charles Schwab Experience January 2008 - Present
Job Managing Director, Business Strategy and Product Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Visa December 2006 - June 2007
Gap, Inc October 2003 - November 2005
Marakon Associates September 2001 - October 2003
Deloitte Consulting September 1996 - August 1999
Price Waterhouse Coopers September 1994 - September 1996
Skills
Competitive Analysis, Product Management, Business Strategy, Product Marketing, Management Consulting, Segmentation, Product Development, Technology Product..., Strategy, Strategic Partnerships, Cross-functional Team..., Business Development, Technology, Analytics, Management, Leadership, Consulting
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Masters of Business Adminstration
University of California, Berkeley 1990 — 1994
BS, Marketing and Finance
Charles Schwab January 2008 - Present
Visa December 2006 - June 2007
Gap, Inc October 2003 - November 2005
Marakon Associates September 2001 - October 2003
Deloitte Consulting September 1996 - August 1999
Price Waterhouse Coopers September 1994 - September 1996
Skills
Competitive Analysis, Product Management, Business Strategy, Product Marketing, Management Consulting, Segmentation, Product Development, Technology Product..., Strategy, Strategic Partnerships, Cross-functional Team..., Business Development, Technology, Analytics, Management, Leadership, Consulting
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Masters of Business Adminstration
University of California, Berkeley 1990 — 1994
BS, Marketing and Finance
Tomas Latham's Charles Schwab Experience March 2014 - Present
Job Media Finance Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab March 2014 - Present
PHD Media March 2010 - March 2014
A&R Edelman June 2009 - September 2009
McCann Worldgroup December 2008 - January 2009
MRM Worldwide March 2005 - July 2007
Treasure Island Homeless Development Initiative April 2004 - March 2005
Adrienne Allen Design November 2004 - February 2005
Digitas February 2003 - October 2003
Publicis/Dialog (formerly Novo/Semaphore Partners) 2001 - 2002
Digitas October 2000 - March 2001
Skills
Budgeting, Accounting, Management, Microsoft Excel, Training, Budgets, Financial Analysis, Team Management
Education
University of California, Berkeley 1989 — 1990
Computerized Accounting
University of California, San Diego
Political Science, Spanish Literature
Charles Schwab March 2014 - Present
PHD Media March 2010 - March 2014
A&R Edelman June 2009 - September 2009
McCann Worldgroup December 2008 - January 2009
MRM Worldwide March 2005 - July 2007
Treasure Island Homeless Development Initiative April 2004 - March 2005
Adrienne Allen Design November 2004 - February 2005
Digitas February 2003 - October 2003
Publicis/Dialog (formerly Novo/Semaphore Partners) 2001 - 2002
Digitas October 2000 - March 2001
Skills
Budgeting, Accounting, Management, Microsoft Excel, Training, Budgets, Financial Analysis, Team Management
Education
University of California, Berkeley 1989 — 1990
Computerized Accounting
University of California, San Diego
Political Science, Spanish Literature
Tao Johnson's Charles Schwab Experience 2006 - 2007
Job CEO & Founder, Areteon, LLC
Industry Internet
Experience
Intuit 2014 - 2015
HVF LLC 2012 - 2012
Lithium Technologies 2011 - 2011
Cisco Systems 2010 - 2010
Cake Financial 2007 - 2008
Charles Schwab 2006 - 2007
Skills
MongoDB, Agile Methodologies, REST, Scala, Play Framework, Cloud Computing, Functional Programming, Akka, Eclipse, JavaScript, jQuery, CSS, Illustrator, Concurrency, Cryptography, MVC Architecture, SaaS, PaaS, Enterprise Software, Start-ups, Entrepreneurship, Software Development, Virtualization, Git
Education
University of California, Berkeley
Intuit 2014 - 2015
HVF LLC 2012 - 2012
Lithium Technologies 2011 - 2011
Cisco Systems 2010 - 2010
Cake Financial 2007 - 2008
Charles Schwab 2006 - 2007
Skills
MongoDB, Agile Methodologies, REST, Scala, Play Framework, Cloud Computing, Functional Programming, Akka, Eclipse, JavaScript, jQuery, CSS, Illustrator, Concurrency, Cryptography, MVC Architecture, SaaS, PaaS, Enterprise Software, Start-ups, Entrepreneurship, Software Development, Virtualization, Git
Education
University of California, Berkeley
Matt Gediman's Charles Schwab Experience January 2002 - January 2004
Job SVP, Regional Manager at US Bank
Industry Banking
Experience
US Bank March 2010 - Present
US Bank October 2006 - March 2010
US Bank April 2005 - October 2006
First American Equipment Finance February 2004 - March 2005
Charles Schwab January 2002 - January 2004
Morgan Stanley February 2001 - January 2002
Skills
Commercial Banking, Loans, Banking, Lines Of Credit, Finance, Business Development, Financial Services, Commercial Lending, Credit, Portfolio Management, Credit Analysis, Cross Selling
Education
Pacific Coast Banking School (PCBS) 2013 — 2015
Graduate School of Banking
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Finance / Accounting
University of California, Berkeley 1995 — 1999
BA, Anthropology
US Bank March 2010 - Present
US Bank October 2006 - March 2010
US Bank April 2005 - October 2006
First American Equipment Finance February 2004 - March 2005
Charles Schwab January 2002 - January 2004
Morgan Stanley February 2001 - January 2002
Skills
Commercial Banking, Loans, Banking, Lines Of Credit, Finance, Business Development, Financial Services, Commercial Lending, Credit, Portfolio Management, Credit Analysis, Cross Selling
Education
Pacific Coast Banking School (PCBS) 2013 — 2015
Graduate School of Banking
University of Southern California - Marshall School of Business 2007 — 2010
MBA, Finance / Accounting
University of California, Berkeley 1995 — 1999
BA, Anthropology
Tracy Chao's Charles Schwab Experience 2005 - 2007
Job Vice President, iShares Governance BlackRock
Industry Financial Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors September 2007 - December 2009
Charles Schwab 2005 - 2007
Charles Schwab July 2000 - August 2005
Education
University of California, Berkeley 1996 — 2000
BlackRock December 2009 - Present
Barclays Global Investors September 2007 - December 2009
Charles Schwab 2005 - 2007
Charles Schwab July 2000 - August 2005
Education
University of California, Berkeley 1996 — 2000
Dickson Lo, CFP®, CCPS®, FIC's Charles Schwab Experience 2000 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Thrivent Financial 2012 - Present
John K. Lee, CFP 2011 - 2012
Cathay Bank 2008 - 2011
Charles Schwab 2000 - 2007
Skills
Certified Financial..., College Funding..., Retirement Planning, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, FINRA, Asset Management, Series 7, Series 9, Series 10, Series 63, Series 66, Risk Management
Education
University of California, Berkeley 2009 — 2011
Personal Financial Planning
California State University, Hayward 1998 — 2000
Bachelor of Science, Finance
Thrivent Financial 2012 - Present
John K. Lee, CFP 2011 - 2012
Cathay Bank 2008 - 2011
Charles Schwab 2000 - 2007
Skills
Certified Financial..., College Funding..., Retirement Planning, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, FINRA, Asset Management, Series 7, Series 9, Series 10, Series 63, Series 66, Risk Management
Education
University of California, Berkeley 2009 — 2011
Personal Financial Planning
California State University, Hayward 1998 — 2000
Bachelor of Science, Finance
Toni Hanrahan's Charles Schwab Experience August 2011 - Present
Job Director Database Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
Safeway January 2007 - August 2011
SAFEWAY, INC 2003 - 2007
SAFEWAY, INC. 2001 - 2003
familywonder.com 2000 - 2001
ONESIGHT, Inc. 1999 - 2000
KPMG Peat Marwick 1998 - 1999
Bank of America 1992 - 1998
Education
University of California, Berkeley 1991 — 1995
Charles Schwab August 2011 - Present
Safeway January 2007 - August 2011
SAFEWAY, INC 2003 - 2007
SAFEWAY, INC. 2001 - 2003
familywonder.com 2000 - 2001
ONESIGHT, Inc. 1999 - 2000
KPMG Peat Marwick 1998 - 1999
Bank of America 1992 - 1998
Education
University of California, Berkeley 1991 — 1995
Megan Bearg's Charles Schwab Experience August 2000 - June 2012
Job Executive Assistant at Agilent Technologies
Industry Telecommunications
Experience
Keysight Technologies May 2014 - Present
Family Life Center July 2012 - April 2014
Charles Schwab August 2000 - June 2012
Brown Eyed Girl Boutique 2004 - 2009
Skills
Office Management, Notary Public, Outlook, Administrative Support, Administrative..., Calendaring, Administration, Administrative..., Customer Service, Marketing, Microsoft Office, Event Planning, Onboarding, Management
Education
University of California, Berkeley 1991 — 1995
Bachelor of Arts (BA), Sociology
Keysight Technologies May 2014 - Present
Family Life Center July 2012 - April 2014
Charles Schwab August 2000 - June 2012
Brown Eyed Girl Boutique 2004 - 2009
Skills
Office Management, Notary Public, Outlook, Administrative Support, Administrative..., Calendaring, Administration, Administrative..., Customer Service, Marketing, Microsoft Office, Event Planning, Onboarding, Management
Education
University of California, Berkeley 1991 — 1995
Bachelor of Arts (BA), Sociology
Patrick Kwok's Charles Schwab Experience March 2012 - Present
Job Associate Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Charles Schwab October 2008 - March 2012
Charles Schwab February 2006 - October 2008
State Street January 2005 - February 2006
Education
University of San Francisco 2007 — 2009
MS, Finance
University of California, Berkeley 2001 — 2003
Charles Schwab March 2012 - Present
Charles Schwab October 2008 - March 2012
Charles Schwab February 2006 - October 2008
State Street January 2005 - February 2006
Education
University of San Francisco 2007 — 2009
MS, Finance
University of California, Berkeley 2001 — 2003
Gene Parker's Charles Schwab Experience March 2007 - August 2008
Job Independent Financial Services Professional
Industry Investment Banking
Experience
Charles Schwab March 2007 - August 2008
GATX 1973 - 2001
gatx 1973 - 2001
Skills
Mergers, Portfolio Management, Financial Modeling, Asset Managment, Investments, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA
University of California, Berkeley 1965 — 1970
BS, Finance
Charles Schwab March 2007 - August 2008
GATX 1973 - 2001
gatx 1973 - 2001
Skills
Mergers, Portfolio Management, Financial Modeling, Asset Managment, Investments, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Mergers & Acquisitions, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA
University of California, Berkeley 1965 — 1970
BS, Finance
John Heckendorn's Charles Schwab Experience 2000 - Present
Job Technical Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2000 - Present
Wells Fargo Bank 1995 - 2000
Skills
Cloud Computing, Enterprise Architecture, IT Strategy, Agile Methodologies, Disaster Recovery, Strategy, Vendor Management, IT Management, Integration, Management, Enterprise Software, Architecture, Strategic Planning, SaaS, Software Development, Requirements Analysis, Business Analysis, SharePoint, ITIL, SDLC, Architectures, Data Center, Solution Architecture, Security, Project Management, PMP, Microsoft Technologies, Risk Management, Information Security, Product Management, Unix, Program Management, SOA, Virtualization, Software Project...
Education
University of California, Berkeley 1971 — 1975
Charles Schwab 2000 - Present
Wells Fargo Bank 1995 - 2000
Skills
Cloud Computing, Enterprise Architecture, IT Strategy, Agile Methodologies, Disaster Recovery, Strategy, Vendor Management, IT Management, Integration, Management, Enterprise Software, Architecture, Strategic Planning, SaaS, Software Development, Requirements Analysis, Business Analysis, SharePoint, ITIL, SDLC, Architectures, Data Center, Solution Architecture, Security, Project Management, PMP, Microsoft Technologies, Risk Management, Information Security, Product Management, Unix, Program Management, SOA, Virtualization, Software Project...
Education
University of California, Berkeley 1971 — 1975
Verleana D. Green, Esq.'s Charles Schwab Experience 2006 - 2007
Job Law Offices of Verleana D. Green
Industry Law Practice
Experience
Law Offices of Verleana D. Green January 2008 - Present
Robert Half International Inc. 2007 - 2008
Charles Schwab 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2005 - 2006
Skills
Legal Writing, Estate Planning, Negotiation, Courts, Personal Injury, Public Speaking, Litigation, Legal Assistance, Legal Research, Non-profits, Contract Negotiation, Research, Fundraising, Event Planning, Insurance, Nonprofits, Tax Law, Corporate Law, Document Review, Small Business, Family Law, Employment Law, Sports Law, Securities Litigation, Arbitration, Civil Litigation, Management, Intellectual Property, International Law, Trials, Commercial Litigation, Mediation, Immigration Law, Criminal Law, Westlaw, Legal Compliance, Privacy Law, Litigation Support, Licensing, Corporate Governance, Product Liability, Legal Issues
Education
University of San Francisco School of Law 2002 — 2005
JD, Law
University of California, Berkeley 1998 — 2002
BA, Social Welfare
Law Offices of Verleana D. Green January 2008 - Present
Robert Half International Inc. 2007 - 2008
Charles Schwab 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2005 - 2006
Skills
Legal Writing, Estate Planning, Negotiation, Courts, Personal Injury, Public Speaking, Litigation, Legal Assistance, Legal Research, Non-profits, Contract Negotiation, Research, Fundraising, Event Planning, Insurance, Nonprofits, Tax Law, Corporate Law, Document Review, Small Business, Family Law, Employment Law, Sports Law, Securities Litigation, Arbitration, Civil Litigation, Management, Intellectual Property, International Law, Trials, Commercial Litigation, Mediation, Immigration Law, Criminal Law, Westlaw, Legal Compliance, Privacy Law, Litigation Support, Licensing, Corporate Governance, Product Liability, Legal Issues
Education
University of San Francisco School of Law 2002 — 2005
JD, Law
University of California, Berkeley 1998 — 2002
BA, Social Welfare
Jacqueline Chin's Charles Schwab Experience July 2011 - Present
Job Managing Director, ETF Platform at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
Education
University of California, Berkeley
Charles Schwab July 2011 - Present
Education
University of California, Berkeley
Jonathan Feske, CFA's Charles Schwab Experience September 2011 - Present
Job Fixed Income Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Miller Tabak Roberts Securities LLC March 2008 - September 2010
Davis Securities LLC April 2007 - March 2008
Hold Brothers On-line Investment Services, LLC November 2004 - April 2007
Skills
Fixed Income, Equity Research, Hedge Funds, Trading, Commodity, Valuation, Bloomberg, Financial Modeling
Education
University of California, Berkeley 1999 — 2003
B.A., Economics, Philosophy
Charles Schwab September 2011 - Present
Miller Tabak Roberts Securities LLC March 2008 - September 2010
Davis Securities LLC April 2007 - March 2008
Hold Brothers On-line Investment Services, LLC November 2004 - April 2007
Skills
Fixed Income, Equity Research, Hedge Funds, Trading, Commodity, Valuation, Bloomberg, Financial Modeling
Education
University of California, Berkeley 1999 — 2003
B.A., Economics, Philosophy
Alex Luna's Charles Schwab Experience June 1999 - October 2013
Job Director of Compliance at Fantex
Industry Financial Services
Experience
Fantex October 2013 - Present
Charles Schwab June 1999 - October 2013
Pacific Exchange 1995 - 1999
Skills
Series 7, Options, Series 24, Series 4, Series 9/10, OATS, Compliance
Education
University of California, Berkeley 1990 — 1995
Bachelor of Science (BS), Business Administration
Fantex October 2013 - Present
Charles Schwab June 1999 - October 2013
Pacific Exchange 1995 - 1999
Skills
Series 7, Options, Series 24, Series 4, Series 9/10, OATS, Compliance
Education
University of California, Berkeley 1990 — 1995
Bachelor of Science (BS), Business Administration
Eli Chiu's Charles Schwab Experience April 2004 - Present
Job Sr. Enterprisewide Programmer and Business Systems Analyst
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
Charles Schwab June 2001 - April 2004
Charles Schwab March 1997 - June 2001
Wells Fargo August 1994 - March 1997
Skills
Data Warehousing, Informatica, Business Analysis, Business Intelligence, Analytics, Database Design, OBIEE, Data Modeling, DAC, SQL, ETL, Integration, Requirements Gathering, Workday Integration
Education
University of California, Berkeley 1991 — 1994
BA, Statistics
Charles Schwab April 2004 - Present
Charles Schwab June 2001 - April 2004
Charles Schwab March 1997 - June 2001
Wells Fargo August 1994 - March 1997
Skills
Data Warehousing, Informatica, Business Analysis, Business Intelligence, Analytics, Database Design, OBIEE, Data Modeling, DAC, SQL, ETL, Integration, Requirements Gathering, Workday Integration
Education
University of California, Berkeley 1991 — 1994
BA, Statistics
Laura ODonovan's Charles Schwab Experience 2000 - Present
Job Sr. Mgr. Corporate Real Estate Lease Administration at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab 2000 - Present
Education
University of California, Berkeley
BA, English
University of Pittsburgh
3 Years Undergraduate
Charles Schwab 2000 - Present
Education
University of California, Berkeley
BA, English
University of Pittsburgh
3 Years Undergraduate
Petra Campos's Charles Schwab Experience April 1999 - Present
Job Managing Director, Tax Advantaged Products at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Skills
Client Experience, Series 7, Product Management, Alternative Investments, Product Strategy, IRA's, Brokerage, Retirement, Product Marketing, Investments, Product Development, Cross Selling, Retirement Planning, Strategy, Customer Experience, IRAs, Financial Services, Management, Series 63, Mutual Funds, Analytics
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Marketing
University of California, Berkeley
BA, Economics / Minor Art History
Charles Schwab April 1999 - Present
Skills
Client Experience, Series 7, Product Management, Alternative Investments, Product Strategy, IRA's, Brokerage, Retirement, Product Marketing, Investments, Product Development, Cross Selling, Retirement Planning, Strategy, Customer Experience, IRAs, Financial Services, Management, Series 63, Mutual Funds, Analytics
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Marketing
University of California, Berkeley
BA, Economics / Minor Art History
Scott Bernardi's Charles Schwab Experience 1998 - 2008
Job at Online Resources
Industry Information Technology and Services
Experience
Online Resources October 2009 - Present
Carl Zeiss Meditec 2008 - 2008
Charles Schwab 1998 - 2008
Fritz Co. August 1991 - October 1998
Skills
C#, Java, ASP.NET, Microsoft SQL Server, Requirements Analysis, Visual Basic, .NET, Project Management, Agile Methodologies, XML, SQL, Software Development, ClearQuest, Spring, Linux, Web Services, JavaScript, CSS, jQuery
Education
Rhema Bible Training Center 1982 — 1984
Pastoral
University of California, Berkeley 1973 — 1978
BSEE, Electronics Engineering
Online Resources October 2009 - Present
Carl Zeiss Meditec 2008 - 2008
Charles Schwab 1998 - 2008
Fritz Co. August 1991 - October 1998
Skills
C#, Java, ASP.NET, Microsoft SQL Server, Requirements Analysis, Visual Basic, .NET, Project Management, Agile Methodologies, XML, SQL, Software Development, ClearQuest, Spring, Linux, Web Services, JavaScript, CSS, jQuery
Education
Rhema Bible Training Center 1982 — 1984
Pastoral
University of California, Berkeley 1973 — 1978
BSEE, Electronics Engineering
Theresa Noriega-Lum's Charles Schwab Experience 1995 - 2004
Job Director, Global Business Management Beta Strategies
Industry Financial Services
Experience
BlackRock 2012 - Present
BlackRock 2004 - 2012
Barclays Global Investors November 2004 - November 2009
Charles Schwab 1995 - 2004
Franklin Templeton Investments 1990 - 1993
Skills
ETFs, Investments, Strategic Financial..., Finance, Mutual Funds, Financial Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1987
Bachelors of Science, Finance and Accounting
University of California, Berkeley 1983 — 1987
Bachelors of Science, Accounting, Finance
James Logan high school
BlackRock 2012 - Present
BlackRock 2004 - 2012
Barclays Global Investors November 2004 - November 2009
Charles Schwab 1995 - 2004
Franklin Templeton Investments 1990 - 1993
Skills
ETFs, Investments, Strategic Financial..., Finance, Mutual Funds, Financial Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1987
Bachelors of Science, Finance and Accounting
University of California, Berkeley 1983 — 1987
Bachelors of Science, Accounting, Finance
James Logan high school
Jeannie Czerner's Charles Schwab Experience September 2009 - January 2011
Job Account Supervisor at Periscope
Industry Marketing and Advertising
Experience
Periscope September 2015 - Present
General Mills January 2015 - September 2015
General Mills July 2014 - December 2014
General Mills May 2013 - August 2013
Google January 2011 - July 2012
Charles Schwab September 2009 - January 2011
Charles Schwab June 2008 - September 2009
De La Rosa & Co. Investment Bankers August 2007 - December 2007
PIMCO May 2006 - August 2006
Skills
Management, Leadership, Financial Analysis, Branding, Strategic Financial..., Strategy, Project Management, Financial Modeling, Cross-functional Team..., Marketing, Data Analysis, Business Strategy, Financial Reporting, Forecasting, Business Analysis, Microsoft Excel, Corporate Finance, Competitive Analysis, Management Consulting, Finance, Analytics, Analysis, Market Research, Coaching
Education
Accomplishment Coaching - Coaches Training Program 2014 — 2015
Life & Leadership Coaching, Transformational Leadership
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Masters in Business Administration, General Management and Marketing
University of California, Berkeley 2004 — 2008
B.A., Economics with an emphasis in Finance
Periscope September 2015 - Present
General Mills January 2015 - September 2015
General Mills July 2014 - December 2014
General Mills May 2013 - August 2013
Google January 2011 - July 2012
Charles Schwab September 2009 - January 2011
Charles Schwab June 2008 - September 2009
De La Rosa & Co. Investment Bankers August 2007 - December 2007
PIMCO May 2006 - August 2006
Skills
Management, Leadership, Financial Analysis, Branding, Strategic Financial..., Strategy, Project Management, Financial Modeling, Cross-functional Team..., Marketing, Data Analysis, Business Strategy, Financial Reporting, Forecasting, Business Analysis, Microsoft Excel, Corporate Finance, Competitive Analysis, Management Consulting, Finance, Analytics, Analysis, Market Research, Coaching
Education
Accomplishment Coaching - Coaches Training Program 2014 — 2015
Life & Leadership Coaching, Transformational Leadership
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Masters in Business Administration, General Management and Marketing
University of California, Berkeley 2004 — 2008
B.A., Economics with an emphasis in Finance
Rebecca Crandall (f/Runge)'s Charles Schwab Experience November 1995 - September 2004
Job Certified Financial Planner & Tax Professional
Industry Financial Services
Experience
Polaris Financial Services, Inc. January 2005 - Present
Charles Schwab November 1995 - September 2004
Kenetech Corporation 1991 - 1995
Skills
Retirement, Strategic Financial..., Employee Benefits, Financial Planners, Retirement Planning, Certified Financial..., Income Tax, IRS, Wealth Management, 401k, Asset Allocation, High Net Worth..., Financial Advisory, Estate Planning
Education
University of California, Berkeley 2000 — 2004
Certificate, Personal Financial Planning
University of Utah
BS, Accounting
Polaris Financial Services, Inc. January 2005 - Present
Charles Schwab November 1995 - September 2004
Kenetech Corporation 1991 - 1995
Skills
Retirement, Strategic Financial..., Employee Benefits, Financial Planners, Retirement Planning, Certified Financial..., Income Tax, IRS, Wealth Management, 401k, Asset Allocation, High Net Worth..., Financial Advisory, Estate Planning
Education
University of California, Berkeley 2000 — 2004
Certificate, Personal Financial Planning
University of Utah
BS, Accounting
Tarek Sorensen's Charles Schwab Experience December 1998 - March 2007
Job Associate at Sheppard Mullin Richter & Hampton LLP
Industry Law Practice
Experience
Sheppard Mullin Richter & Hampton LLP May 2015 - Present
Bingham McCutchen LLP September 2008 - February 2015
Charles Schwab December 1998 - March 2007
Education
University of San Francisco School of Law 2004 — 2008
Juris Doctor (J.D.), summa cum laude
University of California, Berkeley 1988 — 1993
Bachelor’s Degree, Anthropology and Geography
Sheppard Mullin Richter & Hampton LLP May 2015 - Present
Bingham McCutchen LLP September 2008 - February 2015
Charles Schwab December 1998 - March 2007
Education
University of San Francisco School of Law 2004 — 2008
Juris Doctor (J.D.), summa cum laude
University of California, Berkeley 1988 — 1993
Bachelor’s Degree, Anthropology and Geography
Art Wong, PMP, CSM's Charles Schwab Experience 2000 - 2008
Job Agile Project Manager/Team Coach
Industry Information Technology and Services
Experience
Autodesk April 2014 - Present
Gap Inc. January 2012 - February 2014
Visa, Inc. January 2011 - December 2011
Wells Fargo March 2009 - October 2010
Vircon 2009 - 2010
Charles Schwab 2000 - 2008
Bank of America 1988 - 2000
Skills
Integration, Team Management, SDLC, Agile Project Management, Software Development, Quality Assurance, Agile Methodologies, Change Management, Scrum, Team Building, Data Warehousing, Leadership, Business Analysis, Software Project..., PMO
Education
University of California, Berkeley
Autodesk April 2014 - Present
Gap Inc. January 2012 - February 2014
Visa, Inc. January 2011 - December 2011
Wells Fargo March 2009 - October 2010
Vircon 2009 - 2010
Charles Schwab 2000 - 2008
Bank of America 1988 - 2000
Skills
Integration, Team Management, SDLC, Agile Project Management, Software Development, Quality Assurance, Agile Methodologies, Change Management, Scrum, Team Building, Data Warehousing, Leadership, Business Analysis, Software Project..., PMO
Education
University of California, Berkeley
Mark Rampel's Charles Schwab Experience January 2004 - December 2004
Job Solution Architect Healthcare
Industry Information Technology and Services
Experience
Covisint September 2010 - Present
DocSite February 2008 - September 2010
Parata Systems January 2006 - January 2008
Mellon Capital Management January 2005 - June 2005
Charles Schwab January 2004 - December 2004
Visa September 2002 - September 2003
StarQuest Sofware January 1992 - December 2000
SNA Solutions May 1989 - December 1991
Orion Network Systems January 1984 - May 1989
Skills
Healthcare Information..., Business Analysis, Integration, Process Improvement, Software Project..., Business Intelligence, HIPAA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, EHR, Program Management, Architecture, SDLC, Security, Consulting, Solution Architecture, IT Strategy, Enterprise Software, Cloud Computing, HL7, Software Development, PMP, Requirements Gathering, Product Management, Visio, Health Information..., Data Warehousing, Systems Analysis, Disaster Recovery, Information Technology, Architectures, Databases
Education
University of California, Berkeley 1974 — 1978
Covisint September 2010 - Present
DocSite February 2008 - September 2010
Parata Systems January 2006 - January 2008
Mellon Capital Management January 2005 - June 2005
Charles Schwab January 2004 - December 2004
Visa September 2002 - September 2003
StarQuest Sofware January 1992 - December 2000
SNA Solutions May 1989 - December 1991
Orion Network Systems January 1984 - May 1989
Skills
Healthcare Information..., Business Analysis, Integration, Process Improvement, Software Project..., Business Intelligence, HIPAA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, EHR, Program Management, Architecture, SDLC, Security, Consulting, Solution Architecture, IT Strategy, Enterprise Software, Cloud Computing, HL7, Software Development, PMP, Requirements Gathering, Product Management, Visio, Health Information..., Data Warehousing, Systems Analysis, Disaster Recovery, Information Technology, Architectures, Databases
Education
University of California, Berkeley 1974 — 1978
Jennifer Pollock's Charles Schwab Experience 1990 - 1994
Job Luxury Property Specialist at Pacific Union
Industry Real Estate
Experience
Pacific Union January 2014 - Present
Coldwell Banker Residential Brokerage 1994 - January 2014
Charles Schwab 1990 - 1994
Saatchi & Saatchi 1986 - 1990
Skills
New Home Sales, Relocation, Sellers, Advertising, First Time Home Buyers, Buyer Representation, Listings, REO, Residential Homes, Referrals, Investment Properties, Investments, Short Sales, Marketing Strategy, Condos, Single Family Homes, Foreclosures, Townhomes, Real Estate, Move Up Buyers, Buyers, Real Estate Transactions
Education
University of California, Berkeley
University of San Francisco
Bachelor's degree, Communications
Pacific Union January 2014 - Present
Coldwell Banker Residential Brokerage 1994 - January 2014
Charles Schwab 1990 - 1994
Saatchi & Saatchi 1986 - 1990
Skills
New Home Sales, Relocation, Sellers, Advertising, First Time Home Buyers, Buyer Representation, Listings, REO, Residential Homes, Referrals, Investment Properties, Investments, Short Sales, Marketing Strategy, Condos, Single Family Homes, Foreclosures, Townhomes, Real Estate, Move Up Buyers, Buyers, Real Estate Transactions
Education
University of California, Berkeley
University of San Francisco
Bachelor's degree, Communications
Carol Goldman's Charles Schwab Experience April 2012 - April 2013
Job Internet Product Manager
Industry Internet
Experience
Charles Schwab April 2012 - April 2013
Charles Schwab June 2010 - August 2011
Wells Fargo June 2009 - April 2010
Charles Schwab July 2007 - December 2008
Wells Fargo December 2004 - March 2007
Skills
Product Management, Product Development, E-commerce, Customer Experience
Education
University of San Francisco - School of Management 1992 — 1994
M.B.A., Marketing
University of California, Berkeley 1983 — 1987
B.A., English
Charles Schwab April 2012 - April 2013
Charles Schwab June 2010 - August 2011
Wells Fargo June 2009 - April 2010
Charles Schwab July 2007 - December 2008
Wells Fargo December 2004 - March 2007
Skills
Product Management, Product Development, E-commerce, Customer Experience
Education
University of San Francisco - School of Management 1992 — 1994
M.B.A., Marketing
University of California, Berkeley 1983 — 1987
B.A., English
Jennifer Tsang's Charles Schwab Experience June 2003 - August 2003
Job Senior Finance Manager at Appirio
Industry Information Technology and Services
Experience
Appirio November 2012 - Present
Visa, Inc. January 2012 - August 2012
BlackRock (formerly Barclays Global Investors) June 2007 - December 2011
Barclays Global Investors June 2004 - June 2007
Charles Schwab June 2003 - August 2003
Providian Financial March 1999 - August 2002
Banc of America Securities August 1998 - March 1999
Banc of America Securities May 1996 - August 1998
Skills
Financial Analysis, Forecasting, Competitive Analysis, Valuation, Equities, Investments, Finance, Strategic Planning, Budgets, Mutual Funds, Financial Modeling, Hedge Funds
Education
University of California, Berkeley 1992 — 1996
BA, Political Science, Asian American Studies
University of San Francisco 2002 — 2004
MBA, Finance
Appirio November 2012 - Present
Visa, Inc. January 2012 - August 2012
BlackRock (formerly Barclays Global Investors) June 2007 - December 2011
Barclays Global Investors June 2004 - June 2007
Charles Schwab June 2003 - August 2003
Providian Financial March 1999 - August 2002
Banc of America Securities August 1998 - March 1999
Banc of America Securities May 1996 - August 1998
Skills
Financial Analysis, Forecasting, Competitive Analysis, Valuation, Equities, Investments, Finance, Strategic Planning, Budgets, Mutual Funds, Financial Modeling, Hedge Funds
Education
University of California, Berkeley 1992 — 1996
BA, Political Science, Asian American Studies
University of San Francisco 2002 — 2004
MBA, Finance
Kevin Demshak, CFP®'s Charles Schwab Experience 2000 - 2009
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Community Board MemberJunior Achievement Bridgeport2009 - 2010
Charles Schwab 2000 - 2009
Dock Street Asset Management 2004 - 2005
Skills
Series 7, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Retirement Planning, Investment Strategies, High Net Worth..., Certified Financial..., IRAs, Business Relationship..., Mutual Funds, Series 63, Relationship Management, Financial Services, Financial Planning, Portfolio Management, Retirement, Asset Management, Wealth Preservation...
Education
University of Bridgeport
Fidelity Investments Community Board MemberJunior Achievement Bridgeport2009 - 2010
Charles Schwab 2000 - 2009
Dock Street Asset Management 2004 - 2005
Skills
Series 7, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Retirement Planning, Investment Strategies, High Net Worth..., Certified Financial..., IRAs, Business Relationship..., Mutual Funds, Series 63, Relationship Management, Financial Services, Financial Planning, Portfolio Management, Retirement, Asset Management, Wealth Preservation...
Education
University of Bridgeport
Berlina O. Ceguerra's Charles Schwab Experience August 2000 - October 2007
Job Strategic HR Business Partner
Industry Information Technology and Services
Experience
Webroot September 2010 - Present
Blue Shield December 2009 - September 2010
Sun Microsystems October 2007 - December 2009
Charles Schwab August 2000 - October 2007
The Clorox Company April 1998 - July 2000
California State Automobile Association (AAA) 1997 - 1998
Lockheed Martin June 1994 - 1997
Skills
Employee Benefits, Workforce Planning, Talent Management, Change Management, Succession Planning, Organizational..., Deferred Compensation, Performance Management, Employee Relations, Labor Relations, Strategic Planning, Human Resources, Leadership, Onboarding
Education
University of California, Berkeley 1990 — 1994
BA, Economics & Psychology
Webroot September 2010 - Present
Blue Shield December 2009 - September 2010
Sun Microsystems October 2007 - December 2009
Charles Schwab August 2000 - October 2007
The Clorox Company April 1998 - July 2000
California State Automobile Association (AAA) 1997 - 1998
Lockheed Martin June 1994 - 1997
Skills
Employee Benefits, Workforce Planning, Talent Management, Change Management, Succession Planning, Organizational..., Deferred Compensation, Performance Management, Employee Relations, Labor Relations, Strategic Planning, Human Resources, Leadership, Onboarding
Education
University of California, Berkeley 1990 — 1994
BA, Economics & Psychology
Amy Dwight's Charles Schwab Experience January 2000 - March 2003
Job Senior Quality Consultant at Charles Schwab
Industry Financial Services
Experience
N/A April 2009 - July 2009
Self Employed March 2009 - March 2009
Charles Schwab & Co.Inc March 2004 - March 2009
JP Morgan Chase April 2003 - March 2004
Charles Schwab January 2000 - March 2003
Charles Schwab December 1998 - December 1999
Charles Schwab December 1997 - December 1998
Charles Schwab March 1996 - December 1997
Charles Schwab April 1993 - December 1995
Education
University of California, Berkeley 1978 — 1982
Bachelors, Mathematics
N/A April 2009 - July 2009
Self Employed March 2009 - March 2009
Charles Schwab & Co.Inc March 2004 - March 2009
JP Morgan Chase April 2003 - March 2004
Charles Schwab January 2000 - March 2003
Charles Schwab December 1998 - December 1999
Charles Schwab December 1997 - December 1998
Charles Schwab March 1996 - December 1997
Charles Schwab April 1993 - December 1995
Education
University of California, Berkeley 1978 — 1982
Bachelors, Mathematics
Richard Grimes's Charles Schwab Experience 2010 - 2013
Job Director, Insight & Loyalty at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - 2013
Tenzin Gyatso Institute 2001 - 2005
Decision Focus Incorporated 1984 - 2000
Skills
Predictive Analytics, Analytics, Project Management, Pricing, Operations Research, Start-ups, Business Intelligence, Quantitative Analytics, Data Analysis, Program Management, Analysis, Strategy, Strategic Planning
Education
Lerab Ling, Roqueredonde, France 2006 — 2009
Non-degree study
University of California, Berkeley
MS, Operations Research
University of California, Berkeley
BA, Statistics
Charles Schwab 2010 - 2013
Tenzin Gyatso Institute 2001 - 2005
Decision Focus Incorporated 1984 - 2000
Skills
Predictive Analytics, Analytics, Project Management, Pricing, Operations Research, Start-ups, Business Intelligence, Quantitative Analytics, Data Analysis, Program Management, Analysis, Strategy, Strategic Planning
Education
Lerab Ling, Roqueredonde, France 2006 — 2009
Non-degree study
University of California, Berkeley
MS, Operations Research
University of California, Berkeley
BA, Statistics
Rosanne Costello's Charles Schwab Experience March 1990 - September 2014
Job Senior Advisor at Watermark Asset Management, Inc.
Industry Financial Services
Experience
Watermark Asset Management, Inc. October 2014 - Present
Charles Schwab March 1990 - September 2014
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 63
Education
University of California, Berkeley 1978 — 1980
Bachelor of Arts (B.A.)
University of California, Los Angeles
Watermark Asset Management, Inc. October 2014 - Present
Charles Schwab March 1990 - September 2014
Skills
Series 7, Retirement Planning, Investments, Wealth Management, Mutual Funds, Series 63
Education
University of California, Berkeley 1978 — 1980
Bachelor of Arts (B.A.)
University of California, Los Angeles
Eric Saxby's Charles Schwab Experience 2008 - September 2009
Job Software Engineer at Wanelo
Industry Information Technology and Services
Experience
Wanelo September 2012 - Present
ModCloth July 2010 - September 2012
Walmart.com September 2009 - July 2010
Charles Schwab 2008 - September 2009
Hang Art Gallery 2005 - 2008
University of California, Berkeley Art Museum and Pacific Film Archive 2001 - 2005
Skills
Chef, Ruby, Ruby on Rails, Joyent Cloud, Solr, Javascript, SmartOS, Omniture, Cloud Computing, JavaScript, Web Development, REST, Agile Methodologies, Test Driven Development, CATS, Hair, Design Patterns, Scalability, Distributed Systems, Mobile Applications, jQuery
Education
University of California, Berkeley 1996 — 2001
BA, Molecular and Cellular Biology
Wanelo September 2012 - Present
ModCloth July 2010 - September 2012
Walmart.com September 2009 - July 2010
Charles Schwab 2008 - September 2009
Hang Art Gallery 2005 - 2008
University of California, Berkeley Art Museum and Pacific Film Archive 2001 - 2005
Skills
Chef, Ruby, Ruby on Rails, Joyent Cloud, Solr, Javascript, SmartOS, Omniture, Cloud Computing, JavaScript, Web Development, REST, Agile Methodologies, Test Driven Development, CATS, Hair, Design Patterns, Scalability, Distributed Systems, Mobile Applications, jQuery
Education
University of California, Berkeley 1996 — 2001
BA, Molecular and Cellular Biology
Amy Lewandowski's Charles Schwab Experience May 2007 - February 2009
Job AVP, CCAR Project Manager at Bank of the West
Industry Banking
Experience
Bank of the West December 2013 - Present
Pacific Gas and Electric Company August 2012 - October 2013
Willdan Group October 2009 - August 2012
Charles Schwab May 2007 - February 2009
Charles Schwab February 2005 - April 2007
Charles Schwab August 2000 - January 2005
Skills
Program Management, Project Management, Leadership, Process Improvement, Analysis, Business Analysis, Employee Engagement, Strategy, Team Leadership, Financial Services, Change Management
Education
University of California, Berkeley 1994 — 1997
B.A., Economics
Bank of the West December 2013 - Present
Pacific Gas and Electric Company August 2012 - October 2013
Willdan Group October 2009 - August 2012
Charles Schwab May 2007 - February 2009
Charles Schwab February 2005 - April 2007
Charles Schwab August 2000 - January 2005
Skills
Program Management, Project Management, Leadership, Process Improvement, Analysis, Business Analysis, Employee Engagement, Strategy, Team Leadership, Financial Services, Change Management
Education
University of California, Berkeley 1994 — 1997
B.A., Economics
Thomas Beach's Charles Schwab Experience November 1986 - June 1998
Job Executive Director at The Toolbox Inc
Industry Internet
Experience
The Toolbox, Inc. July 2009 - Present
TRB Design, Inc. February 2002 - Present
Charles Schwab November 1986 - June 1998
Skills
Video Production, Film, Public Speaking, Marketing Communications, Non-profits, Web Marketing, Video, Social Media Marketing, YouTube, Nonprofits, Blogging, Social Media, Email Marketing, Copywriting, Advertising, Content Strategy, Newsletters, Online Advertising, Facebook, Small Business, Social Networking, Public Relations, Digital Marketing, Event Planning, Web Design, Entrepreneurship, Marketing, Online Marketing, WordPress, Press Releases, SEO, Fundraising, Media Relations
Education
University of California, Berkeley
University of Phoenix
MBA, Business and Marketing
The Toolbox, Inc. July 2009 - Present
TRB Design, Inc. February 2002 - Present
Charles Schwab November 1986 - June 1998
Skills
Video Production, Film, Public Speaking, Marketing Communications, Non-profits, Web Marketing, Video, Social Media Marketing, YouTube, Nonprofits, Blogging, Social Media, Email Marketing, Copywriting, Advertising, Content Strategy, Newsletters, Online Advertising, Facebook, Small Business, Social Networking, Public Relations, Digital Marketing, Event Planning, Web Design, Entrepreneurship, Marketing, Online Marketing, WordPress, Press Releases, SEO, Fundraising, Media Relations
Education
University of California, Berkeley
University of Phoenix
MBA, Business and Marketing
Adelina Elo's Charles Schwab Experience 1999 - 2011
Job Senior Marketing Representative at AC Transit
Industry Marketing and Advertising
Experience
AC Transit December 2014 - Present
Robert Half 2014 - 2014
Protiviti 2012 - 2013
LinkPager.com 2011 - 2012
Charles Schwab 1999 - 2011
Skills
Product Management, Marketing Communications, Project Management, Competitive Analysis, Integrated Marketing, Public Relations, Marketing, Brand Management, Event Planning, Digital Marketing, Advertising, Product Marketing, Email Marketing, Corporate Communications, Online Advertising, Market Research, Fundraising
Education
University of California, Berkeley
Certification, Integrated Marketing Communications
University of California, Davis
Bachelor of Arts, Double major in History and Sociology
AC Transit December 2014 - Present
Robert Half 2014 - 2014
Protiviti 2012 - 2013
LinkPager.com 2011 - 2012
Charles Schwab 1999 - 2011
Skills
Product Management, Marketing Communications, Project Management, Competitive Analysis, Integrated Marketing, Public Relations, Marketing, Brand Management, Event Planning, Digital Marketing, Advertising, Product Marketing, Email Marketing, Corporate Communications, Online Advertising, Market Research, Fundraising
Education
University of California, Berkeley
Certification, Integrated Marketing Communications
University of California, Davis
Bachelor of Arts, Double major in History and Sociology
Lourdes Cuenca's Charles Schwab Experience 2005 - 2006
Job Executive Assistant to CEO and President at Azteca America
Industry Medical Devices
Experience
Azteca US February 2015 - Present
Pioneer Investments June 2014 - Present
Covidien February 2008 - March 2014
Citibank January 2007 - 2008
Charles Schwab 2005 - 2006
Skills
Trilingual, English, French &..., Event Planning, Coordination, Multilingual, Concur, Administrative..., Outlook, Calendars, Office Management, PeopleSoft, Travel Arrangements, Calendaring, Spreadsheets, Visio, Confidentiality, Leadership, Time Management, Cross-functional Team..., Process Improvement, Management, Project Management, Sales, Medical Devices, Budgets, Microsoft Office, Strategic Planning, Strategy
Education
Birmingham University 1987 — 1990
Bcahelor of Arts, Archaelogy and Ancient History
City of London School for girls
University of London
Translation Diploma
Azteca US February 2015 - Present
Pioneer Investments June 2014 - Present
Covidien February 2008 - March 2014
Citibank January 2007 - 2008
Charles Schwab 2005 - 2006
Skills
Trilingual, English, French &..., Event Planning, Coordination, Multilingual, Concur, Administrative..., Outlook, Calendars, Office Management, PeopleSoft, Travel Arrangements, Calendaring, Spreadsheets, Visio, Confidentiality, Leadership, Time Management, Cross-functional Team..., Process Improvement, Management, Project Management, Sales, Medical Devices, Budgets, Microsoft Office, Strategic Planning, Strategy
Education
Birmingham University 1987 — 1990
Bcahelor of Arts, Archaelogy and Ancient History
City of London School for girls
University of London
Translation Diploma
Julie Newcomb's Charles Schwab Experience June 2009 - July 2010
Job Software Engineer at Wikispaces
Industry Computer Software
Experience
Wikispaces July 2010 - Present
Charles Schwab June 2009 - July 2010
eLine December 2007 - May 2009
eLine 2004 - 2007
Skills
Agile Methodologies, JavaScript, MySQL, AJAX, Software Development, Java, REST, jQuery, Ruby on Rails, Test Driven Development, Ruby, MongoDB, PostgreSQL
Education
University of California, Berkeley 1997 — 2001
BA, Linguistics, Japanese
Wikispaces July 2010 - Present
Charles Schwab June 2009 - July 2010
eLine December 2007 - May 2009
eLine 2004 - 2007
Skills
Agile Methodologies, JavaScript, MySQL, AJAX, Software Development, Java, REST, jQuery, Ruby on Rails, Test Driven Development, Ruby, MongoDB, PostgreSQL
Education
University of California, Berkeley 1997 — 2001
BA, Linguistics, Japanese
Stephen Keiter's Charles Schwab Experience 2006 - 2009
Job Business Manager at Resounding Joy
Industry Management Consulting
Experience
Resounding Joy January 2009 - Present
Family Care and Volunteer Work Sabbatical January 2009 - August 2015
Charles Schwab 2006 - 2009
Transdev North America 2003 - 2006
Charles Schwab 1999 - 2002
Skills
Financial Services, Leadership, Process Improvement, Banking, Call Centers, Insurance, Team Management, Recruiting, Training, Mutual Funds, Retirement, Investments, Wealth Management, Change Management, Retirement Planning, Accounting, Risk Management, Customer Service, Public Speaking, Team Leadership, Team Building, Management, Strategic Planning, Budgets, Project Management, Program Management, Nonprofits
Education
University of California, Berkeley
BA, English
Resounding Joy January 2009 - Present
Family Care and Volunteer Work Sabbatical January 2009 - August 2015
Charles Schwab 2006 - 2009
Transdev North America 2003 - 2006
Charles Schwab 1999 - 2002
Skills
Financial Services, Leadership, Process Improvement, Banking, Call Centers, Insurance, Team Management, Recruiting, Training, Mutual Funds, Retirement, Investments, Wealth Management, Change Management, Retirement Planning, Accounting, Risk Management, Customer Service, Public Speaking, Team Leadership, Team Building, Management, Strategic Planning, Budgets, Project Management, Program Management, Nonprofits
Education
University of California, Berkeley
BA, English
Fred Cheng's Charles Schwab Experience 1998 - 1998
Job Information Systems Director at MetricTest
Industry Electrical/Electronic Manufacturing
Experience
Microlease / MetricTest 2005 - 2012
Authenex Inc. 2000 - 2004
CSAA Insurance Group, a AAA Insurer 1999 - 2000
Charles Schwab 1998 - 1998
Skills
Business Process..., Program Management
Education
University of California, Berkeley
Microlease / MetricTest 2005 - 2012
Authenex Inc. 2000 - 2004
CSAA Insurance Group, a AAA Insurer 1999 - 2000
Charles Schwab 1998 - 1998
Skills
Business Process..., Program Management
Education
University of California, Berkeley
Evangeline Kaliski's Charles Schwab Experience July 2006 - January 2008
Job System Engineer & M2M QA at Cantaloupe Systems
Industry Computer Software
Experience
Cantaloupe Systems June 2015 - Present
Health Access Solutions June 2014 - May 2015
Advent Software August 2008 - June 2014
salesforce.com February 2008 - May 2008
Charles Schwab July 2006 - January 2008
Adobe October 1999 - January 2005
The Vantive Corporation March 1997 - October 1999
Genentech July 1996 - March 1997
Skills
Software Quality..., Microsoft SQL Server, Software Deployment, Root Cause Analysis, Quality Assurance, SQL, Test Automation, Test Cases, .NET, SilkTest, Web Applications, Integration, TFS, Software Project..., Test Automation..., Process Improvement, Software Configuration..., Enterprise Software, White Box Testing
Education
UC Berkeley
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Cantaloupe Systems June 2015 - Present
Health Access Solutions June 2014 - May 2015
Advent Software August 2008 - June 2014
salesforce.com February 2008 - May 2008
Charles Schwab July 2006 - January 2008
Adobe October 1999 - January 2005
The Vantive Corporation March 1997 - October 1999
Genentech July 1996 - March 1997
Skills
Software Quality..., Microsoft SQL Server, Software Deployment, Root Cause Analysis, Quality Assurance, SQL, Test Automation, Test Cases, .NET, SilkTest, Web Applications, Integration, TFS, Software Project..., Test Automation..., Process Improvement, Software Configuration..., Enterprise Software, White Box Testing
Education
UC Berkeley
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank