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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Charles Schwab Employees
Employee
Years
Job
Industry
Lisa Berlin Lisa Berlin's Charles Schwab Experience September 2014 - December 2014
Job Contractor at George P. Johnson
Industry Marketing and Advertising
Experience
Charles Schwab September 2014 - December 2014
Larsen Design February 2011 - July 2014
BD&A April 2007 - February 2011
Ricochet Partners Advertising Agency October 2006 - April 2007
Intel Corporation October 1999 - October 2006
Oracle 1998 - 1999
NEC 1997 - 1998
Software Marketing 1992 - 1997
Consumer Packaged Goods Marketing 1985 - 1990
Skills
Marketing Communications, Marketing, Strategic Planning, Project Management, Integrated Marketing, Product Marketing, Marketing Strategy, Online Advertising, Advertising, Corporate Branding, Direct Marketing, Internal Communications, B2B, Creative Direction, Public Relations, Cross-functional Team..., Brand Management, Trade Shows, Direct Mail, Start-ups, Event Planning, Brand Development, Email Marketing, Strategy, Digital Marketing, Digital Strategy, Management, Relationship Marketing, Marketing Management, Interactive Marketing, Brand Architecture, Social Media Marketing, Sales, Packaging
Education
University of Washington 1990 — 1992
MBA
University of California, Berkeley
B.A.
Charles Schwab September 2014 - December 2014
Larsen Design February 2011 - July 2014
BD&A April 2007 - February 2011
Ricochet Partners Advertising Agency October 2006 - April 2007
Intel Corporation October 1999 - October 2006
Oracle 1998 - 1999
NEC 1997 - 1998
Software Marketing 1992 - 1997
Consumer Packaged Goods Marketing 1985 - 1990
Skills
Marketing Communications, Marketing, Strategic Planning, Project Management, Integrated Marketing, Product Marketing, Marketing Strategy, Online Advertising, Advertising, Corporate Branding, Direct Marketing, Internal Communications, B2B, Creative Direction, Public Relations, Cross-functional Team..., Brand Management, Trade Shows, Direct Mail, Start-ups, Event Planning, Brand Development, Email Marketing, Strategy, Digital Marketing, Digital Strategy, Management, Relationship Marketing, Marketing Management, Interactive Marketing, Brand Architecture, Social Media Marketing, Sales, Packaging
Education
University of Washington 1990 — 1992
MBA
University of California, Berkeley
B.A.
Jennifer Tonda Jennifer Tonda's Charles Schwab Experience August 1993 - June 2003
Job Institutional Corporate Trading at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital July 2014 - Present
Crowell, Weedon & Co. November 2011 - October 2013
Stone & Youngberg June 2003 - October 2011
Charles Schwab August 1993 - June 2003
Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management
Education
UC Berkeley
BA, Business/Economics
Falcon Square Capital July 2014 - Present
Crowell, Weedon & Co. November 2011 - October 2013
Stone & Youngberg June 2003 - October 2011
Charles Schwab August 1993 - June 2003
Skills
Bonds, Trading, Investments, Structured Finance, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Equities, Alternative Investments, Securities, Asset Management, Portfolio Management, Wealth Management
Education
UC Berkeley
BA, Business/Economics
JOSIE SU JOSIE SU's Charles Schwab Experience May 2004 - June 2006
Job Financial Advisor, CFP® at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Charles Schwab May 2004 - June 2006
Revere Data, LLC January 2001 - May 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Asset Managment, Wealth Management, Financial Advisory, Investment Strategies, Retirement Planning, Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Securities
Education
UC Berkeley 1996 — 2000
Bachelor's degree, Integrative Biology
Citigroup June 2006 - Present
Charles Schwab May 2004 - June 2006
Revere Data, LLC January 2001 - May 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Asset Managment, Wealth Management, Financial Advisory, Investment Strategies, Retirement Planning, Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Securities
Education
UC Berkeley 1996 — 2000
Bachelor's degree, Integrative Biology
Julie Houghton Julie Houghton's Charles Schwab Experience November 2010 - September 2013
Job Life and Career Coach at Julie Houghton
Industry Professional Training & Coaching
Experience
Julie Houghton September 2013 - Present
Charles Schwab November 2010 - September 2013
California State Automobile Association (AAA) April 2009 - September 2010
Dreyer's Grand Ice Cream January 2008 - March 2009
Dreyer's Grand Ice Cream March 2007 - December 2007
Walmart.com April 2006 - March 2007
Walmart.com December 2005 - March 2006
Clif Bar & Company June 2004 - November 2005
Corporate Executive Board November 1998 - February 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
William & Mary 1992 — 1996
BA
Institute for Integrative Nutrition
Julie Houghton September 2013 - Present
Charles Schwab November 2010 - September 2013
California State Automobile Association (AAA) April 2009 - September 2010
Dreyer's Grand Ice Cream January 2008 - March 2009
Dreyer's Grand Ice Cream March 2007 - December 2007
Walmart.com April 2006 - March 2007
Walmart.com December 2005 - March 2006
Clif Bar & Company June 2004 - November 2005
Corporate Executive Board November 1998 - February 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA
William & Mary 1992 — 1996
BA
Institute for Integrative Nutrition
Matt Solem Matt Solem's Charles Schwab Experience February 2000 - July 2006
Job Finance Manager at Growth, Innovation, Digital (GID) at Gap Inc.
Industry Retail
Experience
Growth, Innovation, Digital (GID) at Gap Inc. December 2012 - Present
Gap Inc./Old Navy June 2008 - November 2012
Gap Inc./Old Navy December 2006 - June 2008
Charles Schwab February 2000 - July 2006
Skills
Team Building, Financial Analysis, Sensitivity Analysis, Financial Modeling, Expense Management, Forecasting, Budget Development, P&L, Budgeting, Cross-functional Team..., Planning, Payroll, Essbase, SOX, Analytics, Retail, Process Improvement, Excel, Inventory Management, Business Analysis, Data Analysis, Access, PeopleSoft, Cognos, PowerPoint, Corporate Finance, Outlook, Variance Analysis, Word, Benchmarking, Managing Others, Reporting & Analysis, Spreadsheets, Team Leadership, Budgets, P&L Accountability
Education
University of California, Berkeley 1991 — 1995
BA, Economics
Growth, Innovation, Digital (GID) at Gap Inc. December 2012 - Present
Gap Inc./Old Navy June 2008 - November 2012
Gap Inc./Old Navy December 2006 - June 2008
Charles Schwab February 2000 - July 2006
Skills
Team Building, Financial Analysis, Sensitivity Analysis, Financial Modeling, Expense Management, Forecasting, Budget Development, P&L, Budgeting, Cross-functional Team..., Planning, Payroll, Essbase, SOX, Analytics, Retail, Process Improvement, Excel, Inventory Management, Business Analysis, Data Analysis, Access, PeopleSoft, Cognos, PowerPoint, Corporate Finance, Outlook, Variance Analysis, Word, Benchmarking, Managing Others, Reporting & Analysis, Spreadsheets, Team Leadership, Budgets, P&L Accountability
Education
University of California, Berkeley 1991 — 1995
BA, Economics
Nancy Kolodny Nancy Kolodny's Charles Schwab Experience 1999 - 2003
Job Ceramic Artist
Industry Arts and Crafts
Experience
studio KOLODNY May 2008 - Present
Countrywide Financial Corporation 2005 - 2007
Charles Schwab 1999 - 2003
California State Automobile Association (AAA) October 1998 - May 1999
Skills
Banking, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
University of Michigan 1971 — 1975
studio KOLODNY May 2008 - Present
Countrywide Financial Corporation 2005 - 2007
Charles Schwab 1999 - 2003
California State Automobile Association (AAA) October 1998 - May 1999
Skills
Banking, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
University of Michigan 1971 — 1975
Paul Airoldi Paul Airoldi's Charles Schwab Experience June 1991 - September 2005
Job Analytics Manager at BioRad Laboratories
Industry Biotechnology
Experience
RAC WA December 2010 - January 2013
Independant Consultant March 2010 - December 2010
AAA of Northern California, Nevada and Utah June 2006 - March 2010
Charles Schwab June 1991 - September 2005
Skills
Data Analysis, Database Marketing, Segmentation, Analytics, Business Analysis, Strategy, Business Strategy, Business Intelligence, Data Modeling, Strategic Planning, Analysis, Market Research, Forecasting, CRM, Management
Education
University of California, Berkeley
B.S., Chemical Engineering
RAC WA December 2010 - January 2013
Independant Consultant March 2010 - December 2010
AAA of Northern California, Nevada and Utah June 2006 - March 2010
Charles Schwab June 1991 - September 2005
Skills
Data Analysis, Database Marketing, Segmentation, Analytics, Business Analysis, Strategy, Business Strategy, Business Intelligence, Data Modeling, Strategic Planning, Analysis, Market Research, Forecasting, CRM, Management
Education
University of California, Berkeley
B.S., Chemical Engineering
Helen Lee Helen Lee's Charles Schwab Experience April 2014 - January 2015
Job Director, Social Media at Athleta
Industry Marketing and Advertising
Experience
Athleta January 2015 - Present
Charles Schwab April 2014 - January 2015
The Clorox Company March 2010 - April 2014
Freelance January 2009 - April 2010
Men's Wearhouse March 2008 - January 2009
Clear Ink January 2006 - March 2008
Cambridge University Press September 2002 - December 2005
Cambridge University Press September 2001 - September 2002
Skills
Social Media, Social Media Marketing, Social Media Advertising, Digital Marketing, Copywriting, Digital Media, Online Advertising, Content Strategy, Email Marketing, Editorial, Marketing, Integrated Marketing, Strategy, Public Relations, Interactive Advertising, E-commerce, Facebook, Digital Strategy, Management, Marketing Strategy, Advertising, Writing, Publishing, Publications, Online Marketing, Creative Direction, Interactive Marketing, Copy Editing, Proofreading, Editing
Education
University of California, Berkeley 1997 — 2001
BA, English Literature
Athleta January 2015 - Present
Charles Schwab April 2014 - January 2015
The Clorox Company March 2010 - April 2014
Freelance January 2009 - April 2010
Men's Wearhouse March 2008 - January 2009
Clear Ink January 2006 - March 2008
Cambridge University Press September 2002 - December 2005
Cambridge University Press September 2001 - September 2002
Skills
Social Media, Social Media Marketing, Social Media Advertising, Digital Marketing, Copywriting, Digital Media, Online Advertising, Content Strategy, Email Marketing, Editorial, Marketing, Integrated Marketing, Strategy, Public Relations, Interactive Advertising, E-commerce, Facebook, Digital Strategy, Management, Marketing Strategy, Advertising, Writing, Publishing, Publications, Online Marketing, Creative Direction, Interactive Marketing, Copy Editing, Proofreading, Editing
Education
University of California, Berkeley 1997 — 2001
BA, English Literature
Karin Meyer Karin Meyer's Charles Schwab Experience March 2000 - January 2003
Job CEO & CoFounder at Indiforce
Industry Information Technology and Services
Experience
Indiforce January 2014 - Present
Anita Borg Institute for Women and Technology September 2011 - Present
West Bay Opera August 2009 - August 2014
Intuit September 2011 - August 2012
Intuit January 2004 - October 2011
Charles Schwab March 2000 - January 2003
Charles Schwab 1993 - 2000
Litton Integrated Automation 1990 - 1993
Automated Call Processing 1989 - 1990
Laticorp 1987 - 1989
Skills
Leadership, Product Management, SaaS, Cloud Computing, Start-ups, Business Strategy, Program Management, Enterprise Architecture, Strategy, Scalability, IT Strategy, Enterprise Software, Architecture, System Architecture, Software Development, Technology Product...
Education
University of Washington
MS
UC Berkeley
A.B.
Indiforce January 2014 - Present
Anita Borg Institute for Women and Technology September 2011 - Present
West Bay Opera August 2009 - August 2014
Intuit September 2011 - August 2012
Intuit January 2004 - October 2011
Charles Schwab March 2000 - January 2003
Charles Schwab 1993 - 2000
Litton Integrated Automation 1990 - 1993
Automated Call Processing 1989 - 1990
Laticorp 1987 - 1989
Skills
Leadership, Product Management, SaaS, Cloud Computing, Start-ups, Business Strategy, Program Management, Enterprise Architecture, Strategy, Scalability, IT Strategy, Enterprise Software, Architecture, System Architecture, Software Development, Technology Product...
Education
University of Washington
MS
UC Berkeley
A.B.
Becky Flint Becky Flint's Charles Schwab Experience 2002 - 2002
Job Product & Program Executive | Founder of Scaffold Consulting
Industry Internet
Experience
Scaffold Consulting 2015 - Present
Bigcommerce April 2014 - June 2015
Shutterfly Inc. July 2013 - April 2014
PayPal April 2012 - July 2013
PayPal August 2011 - June 2012
PayPal September 2010 - September 2011
PayPal September 2004 - September 2010
Wells Fargo 2003 - 2004
Charles Schwab 2002 - 2002
Accrue Software (Web Analytics/ BI Software for Enterprises) 2001 - 2002
Skills
E-commerce, Cross-functional Team..., Product Management, PMO, Process Improvement, Strategy, Program Management, E-payments, Payments, Mobile Payments, Agile Methodologies, Management, Project Portfolio..., Enterprise Software, CRM, Product Marketing, Start-ups, Mobile Commerce, User Experience, Analytics, Go-to-market Strategy, Web Analytics, Business Intelligence, IT Strategy, Portfolio Management, Leadership, Globalization, Multi-channel Marketing, Demand Generation, Product Innovation, International Expansion, Multi-channel Retail, Build Strong Teams
Education
University of San Francisco 1998 — 2000
MBA, Finance
UC Berkeley Haas School of Business
Women's Executive Leadership Program
Scaffold Consulting 2015 - Present
Bigcommerce April 2014 - June 2015
Shutterfly Inc. July 2013 - April 2014
PayPal April 2012 - July 2013
PayPal August 2011 - June 2012
PayPal September 2010 - September 2011
PayPal September 2004 - September 2010
Wells Fargo 2003 - 2004
Charles Schwab 2002 - 2002
Accrue Software (Web Analytics/ BI Software for Enterprises) 2001 - 2002
Skills
E-commerce, Cross-functional Team..., Product Management, PMO, Process Improvement, Strategy, Program Management, E-payments, Payments, Mobile Payments, Agile Methodologies, Management, Project Portfolio..., Enterprise Software, CRM, Product Marketing, Start-ups, Mobile Commerce, User Experience, Analytics, Go-to-market Strategy, Web Analytics, Business Intelligence, IT Strategy, Portfolio Management, Leadership, Globalization, Multi-channel Marketing, Demand Generation, Product Innovation, International Expansion, Multi-channel Retail, Build Strong Teams
Education
University of San Francisco 1998 — 2000
MBA, Finance
UC Berkeley Haas School of Business
Women's Executive Leadership Program
Ed Chetan Edwin Ed Chetan Edwin's Charles Schwab Experience 1990 - 1991
Job Senior Development & Estate Planning Officer at Community Medical Centers Foundation
Industry Nonprofit Organization Management
Experience
Community Medical Centers August 2014 - Present
Oregon Shakespeare Festival May 2013 - August 2014
World Vision April 2012 - May 2013
Calcutta Samaritans & Ankur Kala December 2010 - March 2011
University of California, Berkeley August 2008 - November 2010
Alzheimer's Association May 2007 - July 2008
The Salvation Army July 1996 - May 2007
Enterprise Trust & Investment Company 1994 - 1996
Comerica Bank 1991 - 1994
Charles Schwab 1990 - 1991
Skills
Stewardship, Philanthropy, Fundraising, Annual Giving, Board Development, Grants, Non-profits, Nonprofits, Leadership, Management, Community Development, Non-profit..., Proposal Writing, Charities, Resource Development, Community Organizing, Alumni Relations, Volunteer Management, Program Development, Grant Writing, Community Outreach, Public Speaking, Marketing, Project Planning, Training, Program Evaluation, Leadership Development, Social Entrepreneurship, Event Planning, Fundraisers, Gifts, Non-profit Board..., Prospect Research, Higher Education
Education
University of California, Berkeley 1973 — 1977
Bachelor of Arts (B.A.), Economics
California State University - Long Beach 2001 — 2002
CSPG, Certified Specialist in Planned Giving
Community Medical Centers August 2014 - Present
Oregon Shakespeare Festival May 2013 - August 2014
World Vision April 2012 - May 2013
Calcutta Samaritans & Ankur Kala December 2010 - March 2011
University of California, Berkeley August 2008 - November 2010
Alzheimer's Association May 2007 - July 2008
The Salvation Army July 1996 - May 2007
Enterprise Trust & Investment Company 1994 - 1996
Comerica Bank 1991 - 1994
Charles Schwab 1990 - 1991
Skills
Stewardship, Philanthropy, Fundraising, Annual Giving, Board Development, Grants, Non-profits, Nonprofits, Leadership, Management, Community Development, Non-profit..., Proposal Writing, Charities, Resource Development, Community Organizing, Alumni Relations, Volunteer Management, Program Development, Grant Writing, Community Outreach, Public Speaking, Marketing, Project Planning, Training, Program Evaluation, Leadership Development, Social Entrepreneurship, Event Planning, Fundraisers, Gifts, Non-profit Board..., Prospect Research, Higher Education
Education
University of California, Berkeley 1973 — 1977
Bachelor of Arts (B.A.), Economics
California State University - Long Beach 2001 — 2002
CSPG, Certified Specialist in Planned Giving
Carrie Dolan Carrie Dolan's Charles Schwab Experience May 2007 - January 2010
Job CFO at Lending Club
Industry Financial Services
Experience
Lending Club August 2010 - Present
Charles Schwab Bank January 2008 - January 2010
Charles Schwab May 2007 - January 2010
Charles Schwab April 2003 - April 2007
Charles Schwab February 2000 - April 2003
Chevron July 1998 - January 2000
Chevron May 1996 - December 1998
Chevron January 1992 - April 1996
Chevron September 1987 - December 1991
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Finance & Accounting
Lending Club August 2010 - Present
Charles Schwab Bank January 2008 - January 2010
Charles Schwab May 2007 - January 2010
Charles Schwab April 2003 - April 2007
Charles Schwab February 2000 - April 2003
Chevron July 1998 - January 2000
Chevron May 1996 - December 1998
Chevron January 1992 - April 1996
Chevron September 1987 - December 1991
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley, Haas School of Business
BS, Finance & Accounting
Ann Garbarino Ann Garbarino's Charles Schwab Experience September 2012 - December 2013
Job Marketing Research/Analytics Strategy Consultant
Industry Financial Services
Experience
Silicon Valley Bank June 2014 - December 2014
Our House December 2013 - June 2014
Charles Schwab September 2012 - December 2013
Charles Schwab April 2000 - September 2012
Freeman Sullivan & Co March 1994 - August 1999
QualMed 1988 - 1994
Federal Asset Disposition Association September 1986 - June 1988
Wells Fargo January 1981 - September 1986
Skills
Integrated Marketing, Product Marketing, Product Management, Analytics, Marketing Strategy, Marketing Research, Market Research, Strategy, Management, Competitive Analysis, Marketing, Leadership, Analysis, Marketing Communications, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (B.S.), Marketing
Silicon Valley Bank June 2014 - December 2014
Our House December 2013 - June 2014
Charles Schwab September 2012 - December 2013
Charles Schwab April 2000 - September 2012
Freeman Sullivan & Co March 1994 - August 1999
QualMed 1988 - 1994
Federal Asset Disposition Association September 1986 - June 1988
Wells Fargo January 1981 - September 1986
Skills
Integrated Marketing, Product Marketing, Product Management, Analytics, Marketing Strategy, Marketing Research, Market Research, Strategy, Management, Competitive Analysis, Marketing, Leadership, Analysis, Marketing Communications, Program Management
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (B.S.), Marketing
Jay Quinn, CFP ® Jay Quinn, CFP ®'s Charles Schwab Experience 1991 - 2004
Job Financial Advisor at Presidential Brokerage, Inc. America's Retirement Store
Industry Financial Services
Experience
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Presidential Brokerage, Inc. - America's Retirement Store September 2015 - Present
Ziegler July 2013 - August 2015
AthenaInvest January 2011 - June 2013
Cetera Advisors LLC February 2010 - November 2010
Welton Street Investments April 2007 - September 2009
Fidelity Investments August 2004 - July 2006
Charles Schwab 1991 - 2004
Skills
Certified Financial..., Mutual Funds, Investments, Sales Management, Sales Process, Relationship Management, Financial Advisory, Estate Planning, Financial Services, Wealth Management, Retirement Planning
Education
University of California, Berkeley 1978 — 1982
BA, History
Thomas Kilcommons Thomas Kilcommons's Charles Schwab Experience August 2010 - August 2012
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Ameriprise Financial Services, Inc. January 2015 - Present
Fry's Food and Drug October 2014 - January 2015
Available June 2014 - October 2014
Merrill Edge October 2013 - May 2014
Merrill Edge July 2013 - October 2013
Charles Schwab August 2010 - August 2012
Charles Schwab March 2008 - August 2010
Charles Schwab February 1996 - March 2008
Nelson Staffing/ Nelson Personnel HR Solutions October 1995 - February 1996
Citi- Citibank/Citicorp Savings of California May 1994 - July 1995
Education
University of California, Berkeley 1984 — 1990
B.S., Political Economy of Natural Resources, emphasis in Developmental Economics, Water Resource Economic
Fairfield College Preparatory School 1980 — 1984
High School Diploma, High School/Secondary Diplomas and Certificates
Robert Katyal Robert Katyal's Charles Schwab Experience August 2007 - September 2009
Job Manager IT Service Management at Herbalife
Industry Information Technology and Services
Experience
Herbalife February 2013 - Present
SAIC June 2011 - July 2012
Charles Schwab August 2007 - September 2009
Charles Schwab & Co January 2002 - January 2007
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
SEER TECHNOLOGIES, INC January 1995 - January 1997
SEER Technologies 1995 - 1997
Skills
Release Management, Change Management, ITIL, Documentation, IT Audit, Compliance Management, SOX, Software Implementation, Software Quality..., Software Project..., PMP, ITIL Implementation, Sarbanes-Oxley Act, Software Documentation
Education
University of California, Irvine 1989 — 1994
BS, Computer Science, Economics
University of California, Berkeley
BA, Economics
Herbalife February 2013 - Present
SAIC June 2011 - July 2012
Charles Schwab August 2007 - September 2009
Charles Schwab & Co January 2002 - January 2007
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
SEER TECHNOLOGIES, INC January 1995 - January 1997
SEER Technologies 1995 - 1997
Skills
Release Management, Change Management, ITIL, Documentation, IT Audit, Compliance Management, SOX, Software Implementation, Software Quality..., Software Project..., PMP, ITIL Implementation, Sarbanes-Oxley Act, Software Documentation
Education
University of California, Irvine 1989 — 1994
BS, Computer Science, Economics
University of California, Berkeley
BA, Economics
Mindee Kashiwagi Mindee Kashiwagi's Charles Schwab Experience 2007 - January 2012
Job Associate Director, Membership Program Management at California Academy of Sciences
Industry Nonprofit Organization Management
Experience
California Academy of Sciences June 2013 - Present
Net Impact January 2012 - June 2013
Charles Schwab 2007 - January 2012
Charles Schwab 2006 - 2007
Charles Schwab 2003 - 2006
Mindee Kashiwagi Web Design 2001 - 2006
National Japanese American Historical Society 2001 - 2006
Hayward Unified School District 1999 - 2001
Hawaii Preparatory Academy 1998 - 1999
Peace Corps 1995 - 1996
Skills
Financial Services, Non-profits, Integrated Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Strategy, Product Marketing, Product Management, CRM, Lead Generation, Management, Leadership, Marketing, Marketing Management, Program Management, Project Management
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA
San Francisco State Multimedia Studies Program 2001 — 2001
Web Design Certificate
University of California, Berkeley
Teaching Credential, CLAD, English
University of California, Davis
BS, French, Comparative Literature
California Academy of Sciences June 2013 - Present
Net Impact January 2012 - June 2013
Charles Schwab 2007 - January 2012
Charles Schwab 2006 - 2007
Charles Schwab 2003 - 2006
Mindee Kashiwagi Web Design 2001 - 2006
National Japanese American Historical Society 2001 - 2006
Hayward Unified School District 1999 - 2001
Hawaii Preparatory Academy 1998 - 1999
Peace Corps 1995 - 1996
Skills
Financial Services, Non-profits, Integrated Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Strategy, Product Marketing, Product Management, CRM, Lead Generation, Management, Leadership, Marketing, Marketing Management, Program Management, Project Management
Education
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA
San Francisco State Multimedia Studies Program 2001 — 2001
Web Design Certificate
University of California, Berkeley
Teaching Credential, CLAD, English
University of California, Davis
BS, French, Comparative Literature
Paul H Robinson Paul H Robinson's Charles Schwab Experience 2000 - 2001
Job Sr. Business Data/Systems Consultant
Industry Information Technology and Services
Experience
Wells Fargo April 2011 - June 2012
Kaiser Foundation Health Plan 2007 - 2010
Kaiser Foundation Health Plan 2004 - 2007
Echo Rock Ventures, Inc 2003 - 2004
University of California, Office of the President 2002 - 2003
Charles Schwab 2000 - 2001
Absolute Consulting Group 2000 - 2001
Electronic Data Systems (EDS) 1995 - 1999
Bank of America 1986 - 1994
Education
University of California, Berkeley
Wells Fargo April 2011 - June 2012
Kaiser Foundation Health Plan 2007 - 2010
Kaiser Foundation Health Plan 2004 - 2007
Echo Rock Ventures, Inc 2003 - 2004
University of California, Office of the President 2002 - 2003
Charles Schwab 2000 - 2001
Absolute Consulting Group 2000 - 2001
Electronic Data Systems (EDS) 1995 - 1999
Bank of America 1986 - 1994
Education
University of California, Berkeley
Christopher Toy Christopher Toy's Charles Schwab Experience 1999 - 2001
Job Priority Capital Funding CEO
Industry Financial Services
Experience
Priority Capital Funding 2003 - Present
Cisco Systems 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Mortgage Lending, Investment Properties, Loans, Real Estate, Refinance, Investments, Credit, Portfolio Management, Sales, Selling, Finance, Funding, Asset Management, Banking, Business Development, Due Diligence, Strategic Financial..., Start-ups, Financial Planning
Education
University of California, Berkeley 1994 — 1998
BA, Sociology
Priority Capital Funding 2003 - Present
Cisco Systems 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Mortgage Lending, Investment Properties, Loans, Real Estate, Refinance, Investments, Credit, Portfolio Management, Sales, Selling, Finance, Funding, Asset Management, Banking, Business Development, Due Diligence, Strategic Financial..., Start-ups, Financial Planning
Education
University of California, Berkeley 1994 — 1998
BA, Sociology
Hana Rotman Hana Rotman's Charles Schwab Experience 1999 - 2004
Job Principal at HMR Group specializing in Executive Coaching and Leadership Development Consulting
Industry Professional Training & Coaching
Experience
Corporate Edge January 2012 - Present
HMR Executive Coaching and Leadership Development 2004 - Present
Blue Shield of California 2005 - 2007
Charles Schwab 1999 - 2004
Oracle Corporation 1997 - 1999
Accenture 1992 - 1995
Skills
Leadership Development, Organizational Change, Executive Coaching, Change Management, Management Consulting, Coaching, Teaching, Cross-functional Team..., Program Management, Leadership, Workshop Facilitation, Organizational..., Team Building, Performance Improvement, Executive Development, Management, Marketing, Product Development, Organizational..., MBTI, Business Strategy, Nonprofits, Business Coaching, Business Transformation, Culture Change, Career Development, 360 Feedback
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1989 — 1992
BSE
University of Pennsylvania 1988 — 1992
BA
Corporate Edge January 2012 - Present
HMR Executive Coaching and Leadership Development 2004 - Present
Blue Shield of California 2005 - 2007
Charles Schwab 1999 - 2004
Oracle Corporation 1997 - 1999
Accenture 1992 - 1995
Skills
Leadership Development, Organizational Change, Executive Coaching, Change Management, Management Consulting, Coaching, Teaching, Cross-functional Team..., Program Management, Leadership, Workshop Facilitation, Organizational..., Team Building, Performance Improvement, Executive Development, Management, Marketing, Product Development, Organizational..., MBTI, Business Strategy, Nonprofits, Business Coaching, Business Transformation, Culture Change, Career Development, 360 Feedback
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1989 — 1992
BSE
University of Pennsylvania 1988 — 1992
BA
Honore Louie's Charles Schwab Experience May 2004 - January 2007
Job Manager, Sales & Operations Planning at Cisco
Industry Marketing and Advertising
Experience
Cisco September 2014 - Present
Cisco Systems June 2013 - September 2014
National Park Service June 2012 - August 2012
General Mills May 2011 - August 2011
Dell March 2011 - April 2011
Natural Capital Institute August 2008 - July 2010
Natural Capital Institute August 2007 - July 2008
Natural Capital Institute February 2007 - July 2007
Charles Schwab May 2004 - January 2007
Skills
Sustainability, Public Speaking, Social Media, Management, Data Analysis, Scenario Development, Operations Management, Marketing Strategy, Business Analysis, Product Management, Product Marketing, Competitive Analysis, Program Management, Business Strategy, Cross-functional Team..., Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
MBA/MS
University of Michigan, School of Natural Resources and Environment 2010 — 2013
MBA/MS, Sustainable Systems
University of California, Berkeley 1999 — 2003
Bachelor of Business Administration (BBA), Bachelor in Letters & Sciences, Business Administration, Sociology
Cisco September 2014 - Present
Cisco Systems June 2013 - September 2014
National Park Service June 2012 - August 2012
General Mills May 2011 - August 2011
Dell March 2011 - April 2011
Natural Capital Institute August 2008 - July 2010
Natural Capital Institute August 2007 - July 2008
Natural Capital Institute February 2007 - July 2007
Charles Schwab May 2004 - January 2007
Skills
Sustainability, Public Speaking, Social Media, Management, Data Analysis, Scenario Development, Operations Management, Marketing Strategy, Business Analysis, Product Management, Product Marketing, Competitive Analysis, Program Management, Business Strategy, Cross-functional Team..., Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
MBA/MS
University of Michigan, School of Natural Resources and Environment 2010 — 2013
MBA/MS, Sustainable Systems
University of California, Berkeley 1999 — 2003
Bachelor of Business Administration (BBA), Bachelor in Letters & Sciences, Business Administration, Sociology
Sade Onadeko Sade Onadeko's Charles Schwab Experience 2000 - 2002
Job MA Candidate SIT World Learning
Industry International Trade and Development
Experience
World Learning 2012 - 2012
Earth First 2006 - 2012
Ray of Hope Foundation 2010 - 2011
African Partnership for Health 2009 - 2011
City College of San Francisco 2004 - 2006
Global Fund for Women 2004 - 2005
VSO 2003 - 2004
Charles Schwab 2000 - 2002
Skills
International..., Capacity Building, Community Outreach, Civic Engagement, Organizational..., Program Management, Program Development, Grant Writing, Community Organizing, Community Development, Community Engagement, Experimental Design, Non-profit..., Program Evaluation, Public Speaking, Public Relations, Strategic Planning, Event Planning, Volunteer Management, Volunteer Recruiting, Grassroots Organizing, Fundraising, Qualitative Research, Research Design, Intercultural..., Government, Civil Society, Public Policy, Policy Analysis, International Relations, Nonprofits, Human Rights, Proposal Writing, NGOs, Workshop Facilitation, Economic Development, Politics, Policy, Philanthropy, Youth Development, Coalitions, Social Entrepreneurship, Sustainable Development, Corporate Social...
Education
SIT -World Learning Graduate Institute 2011 — 2012
MA, Sustainable Development - International Policy and Management
University of California, Berkeley 1996 — 2000
BA, Interdisciplinary Studies - Economic & Industrial Development
World Learning 2012 - 2012
Earth First 2006 - 2012
Ray of Hope Foundation 2010 - 2011
African Partnership for Health 2009 - 2011
City College of San Francisco 2004 - 2006
Global Fund for Women 2004 - 2005
VSO 2003 - 2004
Charles Schwab 2000 - 2002
Skills
International..., Capacity Building, Community Outreach, Civic Engagement, Organizational..., Program Management, Program Development, Grant Writing, Community Organizing, Community Development, Community Engagement, Experimental Design, Non-profit..., Program Evaluation, Public Speaking, Public Relations, Strategic Planning, Event Planning, Volunteer Management, Volunteer Recruiting, Grassroots Organizing, Fundraising, Qualitative Research, Research Design, Intercultural..., Government, Civil Society, Public Policy, Policy Analysis, International Relations, Nonprofits, Human Rights, Proposal Writing, NGOs, Workshop Facilitation, Economic Development, Politics, Policy, Philanthropy, Youth Development, Coalitions, Social Entrepreneurship, Sustainable Development, Corporate Social...
Education
SIT -World Learning Graduate Institute 2011 — 2012
MA, Sustainable Development - International Policy and Management
University of California, Berkeley 1996 — 2000
BA, Interdisciplinary Studies - Economic & Industrial Development
Esther Ong Esther Ong's Charles Schwab Experience March 2014 - Present
Job International at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
Education
University of California, Berkeley 2000 — 2001
Technology & Project Management
National University of Malaysia
Master, Master of Economics
Charles Schwab March 2014 - Present
Education
University of California, Berkeley 2000 — 2001
Technology & Project Management
National University of Malaysia
Master, Master of Economics
Will Dogan's Charles Schwab Experience January 2001 - December 2002
Job VP of Product at Embroker
Industry Computer Software
Experience
Embroker May 2015 - Present
CSAA Insurance Group February 2011 - May 2015
CSAA Insurance Group August 2010 - July 2011
AAA NCNU October 2008 - September 2010
AAA NCNU December 2006 - September 2008
AAA NCNU March 2005 - December 2006
AAA NCNU February 2003 - March 2006
Charles Schwab January 2001 - December 2002
Pets.com August 1999 - November 2000
LECG February 1998 - August 1999
Skills
Customer Experience, CRM, User Experience, Process Improvement, Product Management, Analytics, Cross-functional Team..., Program Management, Business Process..., Product Marketing, Enterprise Software, Leadership, Integration, Strategy, Management, Training, Forecasting
Education
University of California, Berkeley 1994 — 1998
B.A.
Berwick Academy 1990 — 1993
Embroker May 2015 - Present
CSAA Insurance Group February 2011 - May 2015
CSAA Insurance Group August 2010 - July 2011
AAA NCNU October 2008 - September 2010
AAA NCNU December 2006 - September 2008
AAA NCNU March 2005 - December 2006
AAA NCNU February 2003 - March 2006
Charles Schwab January 2001 - December 2002
Pets.com August 1999 - November 2000
LECG February 1998 - August 1999
Skills
Customer Experience, CRM, User Experience, Process Improvement, Product Management, Analytics, Cross-functional Team..., Program Management, Business Process..., Product Marketing, Enterprise Software, Leadership, Integration, Strategy, Management, Training, Forecasting
Education
University of California, Berkeley 1994 — 1998
B.A.
Berwick Academy 1990 — 1993
Ron Ponce's Charles Schwab Experience August 1989 - March 1998
Job Director of Professional Services at Castlight Health
Industry Information Services
Experience
Advent Software February 2011 - May 2015
Financial Engines April 2002 - November 2008
RS Consulting Services 2000 - 2002
Sapiet 2000 - 2001
Arthur Andersen April 1998 - March 2000
Charles Schwab August 1989 - March 1998
Schwab Institutional March 1990 - September 1993
Skills
Process Engineering, Strategic Planning, Customer Relations, Continuous Improvement, Organizational..., Start-ups, Project Portfolio..., PMO, Management Consulting, Business Process..., Software Project..., Program Management, Process Improvement, Cross-functional Team..., SaaS, Project Execution, Team Building, Product Launch, Vendor Management, P&L Management, Team Leadership, Product Development, Product Strategy, Integration, Software Development..., Project Planning, Agile Project Management, SDLC, Business Requirements, Business Process, Agile, Product Management, Project Management, Management, Leadership, Agile Methodologies, Budgets, CRM, Customer Service
Education
University of California, Berkeley 1984 — 1989
Advent Software February 2011 - May 2015
Financial Engines April 2002 - November 2008
RS Consulting Services 2000 - 2002
Sapiet 2000 - 2001
Arthur Andersen April 1998 - March 2000
Charles Schwab August 1989 - March 1998
Schwab Institutional March 1990 - September 1993
Skills
Process Engineering, Strategic Planning, Customer Relations, Continuous Improvement, Organizational..., Start-ups, Project Portfolio..., PMO, Management Consulting, Business Process..., Software Project..., Program Management, Process Improvement, Cross-functional Team..., SaaS, Project Execution, Team Building, Product Launch, Vendor Management, P&L Management, Team Leadership, Product Development, Product Strategy, Integration, Software Development..., Project Planning, Agile Project Management, SDLC, Business Requirements, Business Process, Agile, Product Management, Project Management, Management, Leadership, Agile Methodologies, Budgets, CRM, Customer Service
Education
University of California, Berkeley 1984 — 1989
Jeanne Washington Jeanne Washington's Charles Schwab Experience August 2000 - March 2009
Job Vice President, Global Trade Strategic Marketing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Thomson Reuters November 2011 - January 2013
Thomson Reuters October 2010 - November 2011
Thomson Reuters November 2009 - October 2010
Charles Schwab August 2000 - March 2009
U.S. Department of Defense August 1993 - August 1998
Skills
Cross-functional Team..., Product Management, New Business Development, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Product Launch, Management, Go-to-market Strategy, Product Development, Product Marketing, Marketing Management, Integrated Marketing, Digital Marketing
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
Georgetown University 1989 — 1993
Bachelor of Science, Japanese
J.P. Morgan July 2013 - Present
Thomson Reuters November 2011 - January 2013
Thomson Reuters October 2010 - November 2011
Thomson Reuters November 2009 - October 2010
Charles Schwab August 2000 - March 2009
U.S. Department of Defense August 1993 - August 1998
Skills
Cross-functional Team..., Product Management, New Business Development, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Product Launch, Management, Go-to-market Strategy, Product Development, Product Marketing, Marketing Management, Integrated Marketing, Digital Marketing
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
Georgetown University 1989 — 1993
Bachelor of Science, Japanese
Paul Peterzell Paul Peterzell's Charles Schwab Experience 2004 - 2009
Job Highly analytical and articulate executive
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Charles Schwab 2004 - 2009
Charles Schwab 2001 - 2004
Charles Schwab 1998 - 2001
Schwab Institutional 1997 - 1998
Schwab Institutional 1993 - 1997
First Interstate Bank 1991 - 1993
First Interstate Bank 1990 - 1991
First Interstate Bank 1988 - 1990
Nestle 1986 - 1987
Skills
Segmentation, Market Research, Competitive Intelligence, Product Innovation, Trend Analysis, Analytics, Competitive Analysis, Financial Services, Customer Insight, Customer Experience, Portfolio Management, Cross-functional Team..., Market Analysis, Business Development, Analysis, Strategy, Leadership, Marketing, Database Marketing, Management Consulting, Marketing Strategy, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business
Wells Fargo 2010 - Present
Charles Schwab 2004 - 2009
Charles Schwab 2001 - 2004
Charles Schwab 1998 - 2001
Schwab Institutional 1997 - 1998
Schwab Institutional 1993 - 1997
First Interstate Bank 1991 - 1993
First Interstate Bank 1990 - 1991
First Interstate Bank 1988 - 1990
Nestle 1986 - 1987
Skills
Segmentation, Market Research, Competitive Intelligence, Product Innovation, Trend Analysis, Analytics, Competitive Analysis, Financial Services, Customer Insight, Customer Experience, Portfolio Management, Cross-functional Team..., Market Analysis, Business Development, Analysis, Strategy, Leadership, Marketing, Database Marketing, Management Consulting, Marketing Strategy, Process Improvement
Education
University of California, Berkeley, Haas School of Business 1978 — 1982
BS, Business
Bill Geis Bill Geis's Charles Schwab Experience August 1998 - February 2000
Job Interior Designer at Flegel's Home Furnishings
Industry Furniture
Experience
Flegel's Home Furnishings August 2012 - Present
Independent April 2012 - August 2012
The Robert Allen Group April 2005 - March 2012
P/Kaufmann March 2002 - April 2005
Charles Schwab August 1998 - February 2000
Charles Schwab December 1996 - August 1998
Charles Schwab December 1993 - December 1996
Skills
Textiles, Furniture, Furnishings, Interior Design, Bedding, Visual Merchandising, Concept Development, Window Treatments, Space-planning, Sales, Space planning, Fabric Selection, Residential Design, Art, Merchandising, FF&E, Floor Plans, Retail Design, Retail, Interior Architecture, Custom Furniture, Finish, Design Consulting, Space Planning
Education
University of California, Berkeley, Ext. 1999 — 2003
n/a, Interior Design/Interior Architecture
University of California, Berkeley 1987 — 1992
B.A., Rhetoric
Cate School 1984 — 1987
High School
Flegel's Home Furnishings August 2012 - Present
Independent April 2012 - August 2012
The Robert Allen Group April 2005 - March 2012
P/Kaufmann March 2002 - April 2005
Charles Schwab August 1998 - February 2000
Charles Schwab December 1996 - August 1998
Charles Schwab December 1993 - December 1996
Skills
Textiles, Furniture, Furnishings, Interior Design, Bedding, Visual Merchandising, Concept Development, Window Treatments, Space-planning, Sales, Space planning, Fabric Selection, Residential Design, Art, Merchandising, FF&E, Floor Plans, Retail Design, Retail, Interior Architecture, Custom Furniture, Finish, Design Consulting, Space Planning
Education
University of California, Berkeley, Ext. 1999 — 2003
n/a, Interior Design/Interior Architecture
University of California, Berkeley 1987 — 1992
B.A., Rhetoric
Cate School 1984 — 1987
High School
Chris Colletti Chris Colletti's Charles Schwab Experience 1986 - 2002
Job Business Development Leader, Worldwide Sales & Services at Autodesk
Industry Computer Software
Experience
Autodesk July 2014 - Present
Intuit July 2003 - May 2014
Charles Schwab 1986 - 2002
Wells Fargo 1986 - 1986
Skills
Business Development, Marketing, Time Management, SaaS, Enterprise Software, Salesforce.com, CRM, Product Management, Strategic Partnerships, Cross-functional Team..., Solution Selling, Lead Generation, Strategy, Sales Operations, Management, Program Management, Business Intelligence, Business Planning, Cloud Computing, Marketing Research, Professional Services, Vendor Management, Process Improvement, QuickBooks, Payroll, Start-ups, Leadership, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S. – Business Administration
Autodesk July 2014 - Present
Intuit July 2003 - May 2014
Charles Schwab 1986 - 2002
Wells Fargo 1986 - 1986
Skills
Business Development, Marketing, Time Management, SaaS, Enterprise Software, Salesforce.com, CRM, Product Management, Strategic Partnerships, Cross-functional Team..., Solution Selling, Lead Generation, Strategy, Sales Operations, Management, Program Management, Business Intelligence, Business Planning, Cloud Computing, Marketing Research, Professional Services, Vendor Management, Process Improvement, QuickBooks, Payroll, Start-ups, Leadership, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S. – Business Administration
Marc Korchin Marc Korchin's Charles Schwab Experience January 1996 - January 1998
Job Fiat Specialist
Industry Transportation/Trucking/Railroad
Experience
Fiat of Berkeley December 2011 - Present
Berkeley Chamber of Commerce 2009 - 2012
Toyota of Berkeley January 2010 - December 2011
Green Motors September 2007 - December 2009
EBSuite August 2006 - September 2007
SoftChalk January 2004 - August 2006
Blackboard January 2000 - January 2004
MadDuck Technologies January 1999 - January 2000
Computown January 1998 - January 1999
Charles Schwab January 1996 - January 1998
Skills
Start-ups, New Business Development, Public Speaking, Strategic Partnerships, Sales, Account Management, Marketing, Marketing Strategy, Public Relations, Negotiation, CRM, Automotive, Management, Training, Social Networking, Retail
Education
University of California, Berkeley 1992 — 1996
Bachelors Degree, Cognitive Science
Fiat of Berkeley December 2011 - Present
Berkeley Chamber of Commerce 2009 - 2012
Toyota of Berkeley January 2010 - December 2011
Green Motors September 2007 - December 2009
EBSuite August 2006 - September 2007
SoftChalk January 2004 - August 2006
Blackboard January 2000 - January 2004
MadDuck Technologies January 1999 - January 2000
Computown January 1998 - January 1999
Charles Schwab January 1996 - January 1998
Skills
Start-ups, New Business Development, Public Speaking, Strategic Partnerships, Sales, Account Management, Marketing, Marketing Strategy, Public Relations, Negotiation, CRM, Automotive, Management, Training, Social Networking, Retail
Education
University of California, Berkeley 1992 — 1996
Bachelors Degree, Cognitive Science
Anthony (Tony) Colino Anthony (Tony) Colino's Charles Schwab Experience August 2013 - December 2014
Job IT Project Manager at Shorenstein Realty Services
Industry Financial Services
Experience
Shorenstein Realty Services February 2015 - Present
Charles Schwab August 2013 - December 2014
Visa January 2011 - August 2013
Wells Fargo Bank 2009 - May 2011
Charles Schwab 2009 - 2009
Charles Schwab 2007 - 2009
Visa 2005 - 2007
AT&T 2003 - 2005
Bridge View Funding 2002 - 2003
AT&T 2000 - 2001
Skills
Cross-functional Team..., Strategy, Integration, Process Improvement, Management, Project Management, Leadership, Agile Methodologies, Training, MS Project, Integrated Marketing, Banking, Product Development, Human Resources, Quality Assurance, Sales, ERP, Finance, Sales Management, Business Requirements, Financial Services, Vendor Management, Program Management, Product Management, Business Analysis, SharePoint, Marketing Strategy, Credit Cards
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business
Shorenstein Realty Services February 2015 - Present
Charles Schwab August 2013 - December 2014
Visa January 2011 - August 2013
Wells Fargo Bank 2009 - May 2011
Charles Schwab 2009 - 2009
Charles Schwab 2007 - 2009
Visa 2005 - 2007
AT&T 2003 - 2005
Bridge View Funding 2002 - 2003
AT&T 2000 - 2001
Skills
Cross-functional Team..., Strategy, Integration, Process Improvement, Management, Project Management, Leadership, Agile Methodologies, Training, MS Project, Integrated Marketing, Banking, Product Development, Human Resources, Quality Assurance, Sales, ERP, Finance, Sales Management, Business Requirements, Financial Services, Vendor Management, Program Management, Product Management, Business Analysis, SharePoint, Marketing Strategy, Credit Cards
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business
Maurice Wright Maurice Wright's Charles Schwab Experience May 1999 - December 2002
Job Founder
Industry Internet
Experience
Maurice Wright - Note and Bookmarking App February 2014 - Present
Sidecar Agency May 2012 - Present
TagsBy.Me 2010 - Present
Moluv.com January 2000 - Present
Pay4Tweet January 2010 - June 2013
NetAcceleration April 2011 - May 2012
Basis / Pulsetracer August 2010 - March 2011
First Data Corporation October 2005 - December 2009
Washington Mutual (formerly Providian) October 2003 - October 2005
Charles Schwab May 1999 - December 2002
Skills
C, Product Management
Education
University of California, Berkeley 1988 — 1993
B.S., Mechanical Engineering
Maurice Wright - Note and Bookmarking App February 2014 - Present
Sidecar Agency May 2012 - Present
TagsBy.Me 2010 - Present
Moluv.com January 2000 - Present
Pay4Tweet January 2010 - June 2013
NetAcceleration April 2011 - May 2012
Basis / Pulsetracer August 2010 - March 2011
First Data Corporation October 2005 - December 2009
Washington Mutual (formerly Providian) October 2003 - October 2005
Charles Schwab May 1999 - December 2002
Skills
C, Product Management
Education
University of California, Berkeley 1988 — 1993
B.S., Mechanical Engineering
Emily Chan, CFP® Emily Chan, CFP®'s Charles Schwab Experience 2003 - 2006
Job Vice President Wealth Management, Portfolio Manager, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
UBS December 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Premier Banking and Investments at Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Education
University of California, Berkeley 2004 — 2006
Certificate, Personal Financial Planning, awarded with Distinction
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Mass Communications
Wayne Chou Wayne Chou's Charles Schwab Experience June 1996 - July 2001
Job
Industry Financial Services
Experience
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Scottrade, Inc. April 2006 - February 2015
TD Waterhouse July 2001 - January 2006
Charles Schwab June 1996 - July 2001
Skills
Series 7, Mutual Funds, Portfolio Management, Investment Advisory, Sales Management, Financial Planning, Series 63, Management, Securities, Financial Services, Investments, Wealth Management, Equities, Finance
Education
University of California, Berkeley
Garrick Chu Garrick Chu's Charles Schwab Experience March 2015 - Present
Job Trade Operations Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Jill Keiderling Jill Keiderling's Charles Schwab Experience September 1992 - September 1994
Job
Industry Consumer Goods
Experience
. April 2011 - July 2012
Mattel July 2008 - April 2011
Mattel June 2006 - July 2008
Mattel October 2005 - June 2006
Mattel August 2000 - October 2005
Mattel March 1997 - August 2000
Grobstein, Horwath & Company LLP March 1996 - March 1997
selfemployed September 1994 - March 1997
Charles Schwab September 1992 - September 1994
FDIC June 1988 - September 1992
Skills
Project Planning, Financial Forecasting, Demand Forecasting, Forecasting Models, Strategic Planning, Strategy Development, Process Improvement, Process Mapping, Supply Chain Management, Manufacturing Planning, Corporate Social..., Operations Management, Financial Analysis, Project Management, Microsoft Excel, Cognos, Microsoft Word, PowerPoint, Supply Chain, Supply Management, Supply Chain..., Supply Chain Operations, Manufacturing Operations, Business Process..., Process Control, Quality Management, Supplier Quality, Supplier Performance, Supplier Sourcing, Procurement, Strategic Sourcing, Problem Solving, Change Management, Cross-functional Team..., Presentations, Demand Management, Demand Planning, Inventory Management, Inventory Control, Acquisition Integration, Acquisitions, Brand Finance, Quality Control, Quality System, Procedure Development, Procedure Review, Procedure Creation, Performance Metrics, Metric Development, Forecasting
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
University of Nebraska-Lincoln 1984 — 1988
BS, Business
. April 2011 - July 2012
Mattel July 2008 - April 2011
Mattel June 2006 - July 2008
Mattel October 2005 - June 2006
Mattel August 2000 - October 2005
Mattel March 1997 - August 2000
Grobstein, Horwath & Company LLP March 1996 - March 1997
selfemployed September 1994 - March 1997
Charles Schwab September 1992 - September 1994
FDIC June 1988 - September 1992
Skills
Project Planning, Financial Forecasting, Demand Forecasting, Forecasting Models, Strategic Planning, Strategy Development, Process Improvement, Process Mapping, Supply Chain Management, Manufacturing Planning, Corporate Social..., Operations Management, Financial Analysis, Project Management, Microsoft Excel, Cognos, Microsoft Word, PowerPoint, Supply Chain, Supply Management, Supply Chain..., Supply Chain Operations, Manufacturing Operations, Business Process..., Process Control, Quality Management, Supplier Quality, Supplier Performance, Supplier Sourcing, Procurement, Strategic Sourcing, Problem Solving, Change Management, Cross-functional Team..., Presentations, Demand Management, Demand Planning, Inventory Management, Inventory Control, Acquisition Integration, Acquisitions, Brand Finance, Quality Control, Quality System, Procedure Development, Procedure Review, Procedure Creation, Performance Metrics, Metric Development, Forecasting
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
University of Nebraska-Lincoln 1984 — 1988
BS, Business
Kevin Guan Kevin Guan's Charles Schwab Experience May 1999 - November 1999
Job Sr. Manufacturing Engineer at NETGEAR
Industry Semiconductors
Experience
NETGEAR December 2011 - Present
GE Sensing & Inspection Technologies March 2010 - December 2011
Space Systems Loral November 2009 - February 2010
Spansion January 2005 - March 2009
Organon Professional Services January 2003 - August 2003
Pacific Link Consulting 2001 - 2001
Charles Schwab May 1999 - November 1999
Skills
Six Sigma, Assembly, Semiconductors, Manufacturing, Continuous Improvement, Engineering Management, Cross-functional Team..., SPC, Failure Analysis, Testing, Program Management, Engineering, Lean Manufacturing
Education
University of Michigan 2003 — 2004
Master of Science, Industrial & Operations Engineering
University of California, Berkeley 1998 — 2002
Bachelor, Industrial Engineering & Operations Research
NETGEAR December 2011 - Present
GE Sensing & Inspection Technologies March 2010 - December 2011
Space Systems Loral November 2009 - February 2010
Spansion January 2005 - March 2009
Organon Professional Services January 2003 - August 2003
Pacific Link Consulting 2001 - 2001
Charles Schwab May 1999 - November 1999
Skills
Six Sigma, Assembly, Semiconductors, Manufacturing, Continuous Improvement, Engineering Management, Cross-functional Team..., SPC, Failure Analysis, Testing, Program Management, Engineering, Lean Manufacturing
Education
University of Michigan 2003 — 2004
Master of Science, Industrial & Operations Engineering
University of California, Berkeley 1998 — 2002
Bachelor, Industrial Engineering & Operations Research
John Steele John Steele's Charles Schwab Experience September 1998 - August 2004
Job
Industry Hospital & Health Care
Experience
Kaiser Permanente May 2014 - Present
Kaiser Permanente IT October 2012 - April 2014
Kaiser Permanente IT November 2009 - October 2012
Kaiser Permanente IT November 2007 - December 2010
Steele Logic Consulting January 2007 - December 2009
ERCOT April 2007 - September 2007
Symantec March 2006 - January 2007
MphasiS October 2004 - March 2006
MphasiS, an EDS Company 2004 - 2006
Charles Schwab September 1998 - August 2004
Skills
Software Quality, Software Quality..., Software Quality..., Process Improvement, Metrics, Test Automation, Software Testing Life..., Software Development..., Software Lifecycle..., IT Management, IT Outsourcing, IT Solutions, Quality Assurance, SDLC, Testing, Software Project..., Quality Center, System Testing, Integration, Test Planning, Test Management, Vendor Management, SOA, Process Improvement..., Process Improvement..., Process Quality..., Cost of Quality, COPQ, COQ, Outsourcing, Outsourcing Management, Organizational Change..., Requirements Analysis, Enterprise Architecture, Agile Methodologies, User Acceptance Testing, Change Management, Program Management, Software Development, Software Documentation, Oracle, Perl, Enterprise Software, Databases, Manual Testing, Quality Management, CRM, Test Strategy, Performance Testing, Analysis
Education
UC Berkeley 1983 — 1985
MS
University of Illinois at Chicago 1980 — 1983
BS
Kaiser Permanente May 2014 - Present
Kaiser Permanente IT October 2012 - April 2014
Kaiser Permanente IT November 2009 - October 2012
Kaiser Permanente IT November 2007 - December 2010
Steele Logic Consulting January 2007 - December 2009
ERCOT April 2007 - September 2007
Symantec March 2006 - January 2007
MphasiS October 2004 - March 2006
MphasiS, an EDS Company 2004 - 2006
Charles Schwab September 1998 - August 2004
Skills
Software Quality, Software Quality..., Software Quality..., Process Improvement, Metrics, Test Automation, Software Testing Life..., Software Development..., Software Lifecycle..., IT Management, IT Outsourcing, IT Solutions, Quality Assurance, SDLC, Testing, Software Project..., Quality Center, System Testing, Integration, Test Planning, Test Management, Vendor Management, SOA, Process Improvement..., Process Improvement..., Process Quality..., Cost of Quality, COPQ, COQ, Outsourcing, Outsourcing Management, Organizational Change..., Requirements Analysis, Enterprise Architecture, Agile Methodologies, User Acceptance Testing, Change Management, Program Management, Software Development, Software Documentation, Oracle, Perl, Enterprise Software, Databases, Manual Testing, Quality Management, CRM, Test Strategy, Performance Testing, Analysis
Education
UC Berkeley 1983 — 1985
MS
University of Illinois at Chicago 1980 — 1983
BS
Yidong Cai Yidong Cai's Charles Schwab Experience June 2007 - August 2007
Job Database Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
GE Capital June 2012 - October 2013
VeriFone May 2012 - June 2012
Rabobank May 2011 - May 2012
FICO December 2010 - May 2011
FICO February 2008 - December 2010
Charles Schwab June 2007 - August 2007
Skills
Predictive Analytics, Credit Risk, Predictive Modeling, SAS, Statistical Modeling, Analytics, Financial Risk, Customer Analysis, Portfolio Management, Statistics, Data Analysis, VBA, Risk Analytics, R, Segmentation, SAS programming, Credit Cards, Data Mining, Basel II, Credit Scoring, Business Analytics, Analysis, Quantitative Analytics
Education
University of California, Berkeley 2005 — 2007
BA, Statistic
Wells Fargo October 2013 - Present
GE Capital June 2012 - October 2013
VeriFone May 2012 - June 2012
Rabobank May 2011 - May 2012
FICO December 2010 - May 2011
FICO February 2008 - December 2010
Charles Schwab June 2007 - August 2007
Skills
Predictive Analytics, Credit Risk, Predictive Modeling, SAS, Statistical Modeling, Analytics, Financial Risk, Customer Analysis, Portfolio Management, Statistics, Data Analysis, VBA, Risk Analytics, R, Segmentation, SAS programming, Credit Cards, Data Mining, Basel II, Credit Scoring, Business Analytics, Analysis, Quantitative Analytics
Education
University of California, Berkeley 2005 — 2007
BA, Statistic
Kevin Maas, CFP® Kevin Maas, CFP®'s Charles Schwab Experience January 2007 - Present
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Skills
Process Improvement, Account Management, Customer Satisfaction, Strategic Planning, Sales, Program Management, Risk Management, Business Analysis, Project Management, CRM, Business Development
Education
University of California, Berkeley 1984 — 1989
BS, Mechanical Engineering
Charles Schwab January 2007 - Present
Skills
Process Improvement, Account Management, Customer Satisfaction, Strategic Planning, Sales, Program Management, Risk Management, Business Analysis, Project Management, CRM, Business Development
Education
University of California, Berkeley 1984 — 1989
BS, Mechanical Engineering
John Solaegui John Solaegui's Charles Schwab Experience January 2000 - December 2002
Job Real Estate Broker Bringing the Extraordinary Home
Industry Real Estate
Experience
Paragon Real Estate Group February 2006 - Present
McGuire Real Estate 2003 - 2006
Charles Schwab January 2000 - December 2002
Charles Schwab February 1993 - February 1997
Tandem Computers 1989 - 1993
Ungermann-Bass February 1983 - October 1989
Skills
Real Estate, Selling, Investment Properties, Sellers, Real Estate Transactions, Residential Homes, Condos, Single Family Homes, Buyers, Property, Negotiation, Investments, Budgets, Project Management, Networking, Financial Analysis, Finance, Coaching, First Time Home Buyers, Relocation, Buyer Representation, Short Sales, Investors, Marketing, Sales
Education
University of California, Berkeley 1995 — 1998
Masters
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA
University of Nevada-Reno 1975 — 1979
BS
Paragon Real Estate Group February 2006 - Present
McGuire Real Estate 2003 - 2006
Charles Schwab January 2000 - December 2002
Charles Schwab February 1993 - February 1997
Tandem Computers 1989 - 1993
Ungermann-Bass February 1983 - October 1989
Skills
Real Estate, Selling, Investment Properties, Sellers, Real Estate Transactions, Residential Homes, Condos, Single Family Homes, Buyers, Property, Negotiation, Investments, Budgets, Project Management, Networking, Financial Analysis, Finance, Coaching, First Time Home Buyers, Relocation, Buyer Representation, Short Sales, Investors, Marketing, Sales
Education
University of California, Berkeley 1995 — 1998
Masters
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1998
MBA
University of Nevada-Reno 1975 — 1979
BS
John Yatsko John Yatsko's Charles Schwab Experience August 1999 - September 2008
Job Independent Computer Software Professional
Industry Computer Software
Experience
Charles Schwab August 1999 - September 2008
Systems Integration Solutions, Inc November 1998 - August 1999
Wells Fargo 1997 - November 1998
Skills
Troubleshooting, Windows, Visio, Help Desk Support, Disaster Recovery, Software Documentation, Technical Support, Vendor Management, Software Installation, SharePoint, System Administration, XP, Windows XP, Active Directory, Windows 7, ITIL, Business Analysis, Project Management, Microsoft Office
Education
University of California, Berkeley 1999 — 2010
Rhetoric
University of California, Berkeley 1999 — 2010
Charles Schwab August 1999 - September 2008
Systems Integration Solutions, Inc November 1998 - August 1999
Wells Fargo 1997 - November 1998
Skills
Troubleshooting, Windows, Visio, Help Desk Support, Disaster Recovery, Software Documentation, Technical Support, Vendor Management, Software Installation, SharePoint, System Administration, XP, Windows XP, Active Directory, Windows 7, ITIL, Business Analysis, Project Management, Microsoft Office
Education
University of California, Berkeley 1999 — 2010
Rhetoric
University of California, Berkeley 1999 — 2010
Gary Bauman Gary Bauman's Charles Schwab Experience March 2000 - November 2003
Job CrossChannel, CrossIndustry, CrossDisciplinary Marketer
Industry Internet
Experience
NetSpend 2014 - 2014
Orchard Supply Hardware May 2013 - November 2013
NetSpend September 2012 - April 2013
Marketing Consultant November 2010 - August 2012
eHealth February 2009 - December 2011
RedEnvelope October 2007 - September 2008
Smith & Hawken April 2006 - October 2007
wine.com November 2005 - May 2006
Smith & Hawken October 2004 - October 2005
Charles Schwab March 2000 - November 2003
Skills
Direct Marketing, Email Marketing, Integrated Marketing, Lead Generation, Marketing Strategy, E-commerce, Multi-channel Marketing, Digital Marketing, Customer Insight, Direct Mail, Customer Acquisition, Customer Retention, Web Analytics, Loyalty Programs, Segmentation, Offer Development, Loyalty Marketing, Landing Page..., Marketing, HTML, CRM, Product Marketing
Education
University of California, Santa Cruz
BA
UC Berkeley Extension
Certificate
NetSpend 2014 - 2014
Orchard Supply Hardware May 2013 - November 2013
NetSpend September 2012 - April 2013
Marketing Consultant November 2010 - August 2012
eHealth February 2009 - December 2011
RedEnvelope October 2007 - September 2008
Smith & Hawken April 2006 - October 2007
wine.com November 2005 - May 2006
Smith & Hawken October 2004 - October 2005
Charles Schwab March 2000 - November 2003
Skills
Direct Marketing, Email Marketing, Integrated Marketing, Lead Generation, Marketing Strategy, E-commerce, Multi-channel Marketing, Digital Marketing, Customer Insight, Direct Mail, Customer Acquisition, Customer Retention, Web Analytics, Loyalty Programs, Segmentation, Offer Development, Loyalty Marketing, Landing Page..., Marketing, HTML, CRM, Product Marketing
Education
University of California, Santa Cruz
BA
UC Berkeley Extension
Certificate
Laura Maestre's Charles Schwab Experience February 1997 - July 2001
Job Principal Consultant at ProcureMark Solutions, LLC
Industry Marketing and Advertising
Experience
ProcureMark Solutions, LLC June 2013 - Present
Accenture September 2009 - June 2013
Laura Maestre Marketing, LLC July 2003 - September 2009
Franklin Templeton Investments September 2001 - June 2003
Charles Schwab February 1997 - July 2001
Skills
Supplier Management, Strategic Sourcing, Category Management, Contract Negotiation, Change Management, Direct Marketing, Marketing Strategy, Market Research, Strategic Planning, Strategic Partnerships, Management, Marketing, Procurement, Program Management, Forecasting
Education
University of California, Berkeley
BA
University of Colorado Boulder - Leeds School of Business
MBA
ProcureMark Solutions, LLC June 2013 - Present
Accenture September 2009 - June 2013
Laura Maestre Marketing, LLC July 2003 - September 2009
Franklin Templeton Investments September 2001 - June 2003
Charles Schwab February 1997 - July 2001
Skills
Supplier Management, Strategic Sourcing, Category Management, Contract Negotiation, Change Management, Direct Marketing, Marketing Strategy, Market Research, Strategic Planning, Strategic Partnerships, Management, Marketing, Procurement, Program Management, Forecasting
Education
University of California, Berkeley
BA
University of Colorado Boulder - Leeds School of Business
MBA
Jessica Yiu Jessica Yiu's Charles Schwab Experience September 2008 - Present
Job Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2008 - Present
Charles Schwab September 2008 - Present
Citi August 2006 - August 2008
Education
University of California, Berkeley
Bachelor's Degree, Economics
Charles Schwab September 2008 - Present
Charles Schwab September 2008 - Present
Citi August 2006 - August 2008
Education
University of California, Berkeley
Bachelor's Degree, Economics
Brian Gardner - MBA, CAPM Brian Gardner - MBA, CAPM's Charles Schwab Experience June 2005 - April 2006
Job Corporate Innovation, Project Management, Process Design & Development
Industry Information Technology and Services
Experience
salesforce.com February 2012 - June 2015
Swing Goth / Electric SwingSet April 2007 - December 2014
Steamstock May 2012 - August 2013
AmerisourceBergen November 2008 - May 2010
Discovery Communications International November 2006 - June 2007
Self April 2006 - November 2006
Charles Schwab June 2005 - April 2006
GNC November 2001 - January 2003
Starbucks Coffee Company April 1998 - October 2001
Skills
Process Improvement, Data Analysis, Program Management, Team Building, Management, Leadership, Negotiation, Contract Negotiation, Fundraising, Visio, Software Documentation, Training, Project Planning, Coaching, Product Management, Strategy, Strategic Planning, Team Leadership, Product Development, Business Strategy, Microsoft Excel, Research, Leadership Development, Microsoft Office, Account Management, Budgets, Project Management, Change Management, Event Planning, Operations Management, MS Project, Public Speaking, Analysis, Outlook, PowerPoint, Organizational..., Business Analysis, Risk Management, Customer Service, Microsoft Word, Business Development, Marketing, Time Management, Non-profits, Management Consulting, Social Media, Business Planning, Cross-functional Team..., Vendor Management, Recruiting
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Certificate in Business Excellence, Innovation
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2004
MBA, Strategic Planning & International Business
salesforce.com February 2012 - June 2015
Swing Goth / Electric SwingSet April 2007 - December 2014
Steamstock May 2012 - August 2013
AmerisourceBergen November 2008 - May 2010
Discovery Communications International November 2006 - June 2007
Self April 2006 - November 2006
Charles Schwab June 2005 - April 2006
GNC November 2001 - January 2003
Starbucks Coffee Company April 1998 - October 2001
Skills
Process Improvement, Data Analysis, Program Management, Team Building, Management, Leadership, Negotiation, Contract Negotiation, Fundraising, Visio, Software Documentation, Training, Project Planning, Coaching, Product Management, Strategy, Strategic Planning, Team Leadership, Product Development, Business Strategy, Microsoft Excel, Research, Leadership Development, Microsoft Office, Account Management, Budgets, Project Management, Change Management, Event Planning, Operations Management, MS Project, Public Speaking, Analysis, Outlook, PowerPoint, Organizational..., Business Analysis, Risk Management, Customer Service, Microsoft Word, Business Development, Marketing, Time Management, Non-profits, Management Consulting, Social Media, Business Planning, Cross-functional Team..., Vendor Management, Recruiting
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Certificate in Business Excellence, Innovation
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2004
MBA, Strategic Planning & International Business
Oleg Ananyev's Charles Schwab Experience March 2014 - Present
Job Manager, Statistical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Navigant Economics January 2011 - March 2014
Skills
Financial Analysis, Financial Modeling, Finance, Analysis, Data Analysis, Derivatives, Economics, Stata, Business Strategy, Start-ups, PowerPoint, Strategy, Investments, Credit Analysis, Market Research, Benchmarking, Options, SAS Programming, SQL
Education
University of California, Berkeley
Bachelor of Arts, Economics
Charles Schwab March 2014 - Present
Navigant Economics January 2011 - March 2014
Skills
Financial Analysis, Financial Modeling, Finance, Analysis, Data Analysis, Derivatives, Economics, Stata, Business Strategy, Start-ups, PowerPoint, Strategy, Investments, Credit Analysis, Market Research, Benchmarking, Options, SAS Programming, SQL
Education
University of California, Berkeley
Bachelor of Arts, Economics
Evelyn Lee Evelyn Lee's Charles Schwab Experience 1997 - 2005
Job
Industry Marketing and Advertising
Experience
Charlotte Russe 2009 - May 2015
Gap Inc. May 2005 - September 2009
Gap Inc./Old Navy May 2005 - September 2009
Charles Schwab 1997 - 2005
Excite 1997 - 1997
Goodby, Silverstein and Partners 1996 - 1997
Carol H Williams Advertising 1994 - 1996
Pacific Bell 1990 - 1994
Young & Rubicam Group 1988 - 1991
Skills
Retail, Creative Strategy, Event Management, Merchandising, E-commerce, Relationship Management, Analytics, Customer Acquisition, Direct Marketing, Integrated Marketing, Grand Openings, Video Production, Business Strategy, Print Management, Email Marketing, Digital Marketing, Affiliate Marketing, Production Pipeline, Public Relations, PPC, Marketing Strategy, Photo Shoot Production, Process Improvement, Order Fulfillment, Celebrity Seeding, Integration, Brand Management, Marketing Management, Advertising, Online Marketing, Social Media, SEM, Brand Development, Leadership, Web Analytics, Marketing, Product Marketing, Mobile Marketing, Customer Experience, Promotions, Strategic Partnerships, Social Media Marketing, Fashion, Marketing Research, Lead Generation, Direct Mail, Brand Awareness, Competitive Analysis, Media Planning, B2B Marketing
Education
University of California, Berkeley 1983 — 1987
BS, Business Administration
University of California, Berkeley 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Charlotte Russe 2009 - May 2015
Gap Inc. May 2005 - September 2009
Gap Inc./Old Navy May 2005 - September 2009
Charles Schwab 1997 - 2005
Excite 1997 - 1997
Goodby, Silverstein and Partners 1996 - 1997
Carol H Williams Advertising 1994 - 1996
Pacific Bell 1990 - 1994
Young & Rubicam Group 1988 - 1991
Skills
Retail, Creative Strategy, Event Management, Merchandising, E-commerce, Relationship Management, Analytics, Customer Acquisition, Direct Marketing, Integrated Marketing, Grand Openings, Video Production, Business Strategy, Print Management, Email Marketing, Digital Marketing, Affiliate Marketing, Production Pipeline, Public Relations, PPC, Marketing Strategy, Photo Shoot Production, Process Improvement, Order Fulfillment, Celebrity Seeding, Integration, Brand Management, Marketing Management, Advertising, Online Marketing, Social Media, SEM, Brand Development, Leadership, Web Analytics, Marketing, Product Marketing, Mobile Marketing, Customer Experience, Promotions, Strategic Partnerships, Social Media Marketing, Fashion, Marketing Research, Lead Generation, Direct Mail, Brand Awareness, Competitive Analysis, Media Planning, B2B Marketing
Education
University of California, Berkeley 1983 — 1987
BS, Business Administration
University of California, Berkeley 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Crystal (Johnson) Tedesco Crystal (Johnson) Tedesco's Charles Schwab Experience February 2015 - Present
Job Senior Manager, Affluent Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab May 2013 - February 2015
Charles Schwab December 2011 - April 2013
Avanquest Software March 2009 - December 2011
Washington Mutual Card Services June 2007 - February 2009
Skills
Marketing Strategy, Email Marketing, Direct Marketing, Marketing, E-commerce, Cross-functional Team..., Program Management, Management, Strategy, Direct Mail, Internal Communications, Project Management, Product Marketing, Customer Service, Sales, Analysis, Analytics, Product Management, Digital Marketing
Education
University of Brighton, England
USAC Study Abroad Program
University of California, Berkeley
BA, Mass Communications
Charles Schwab February 2015 - Present
Charles Schwab May 2013 - February 2015
Charles Schwab December 2011 - April 2013
Avanquest Software March 2009 - December 2011
Washington Mutual Card Services June 2007 - February 2009
Skills
Marketing Strategy, Email Marketing, Direct Marketing, Marketing, E-commerce, Cross-functional Team..., Program Management, Management, Strategy, Direct Mail, Internal Communications, Project Management, Product Marketing, Customer Service, Sales, Analysis, Analytics, Product Management, Digital Marketing
Education
University of Brighton, England
USAC Study Abroad Program
University of California, Berkeley
BA, Mass Communications
Kiran Khabra Kiran Khabra's Charles Schwab Experience October 2007 - November 2009
Job Franchisee/Owner at The Genius Kids Club San Ramon and Danville
Industry Primary/Secondary Education
Experience
The Genius Kids Club - San Ramon February 2014 - Present
Iron Networks February 2013 - January 2014
nAppliance Networks Inc. May 2012 - February 2013
Arista Networks, Inc. January 2012 - May 2012
Amber Oaks Assisted Living January 2010 - June 2011
Charles Schwab October 2007 - November 2009
Lawrence Berkeley National Laboratory July 2006 - March 2007
LandAmerica Commonwealth September 2005 - June 2006
Skills
Salesforce.com, Research, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Account Management, Customer Service, Leadership, Marketing, Market Research, Process Improvement, Strategic Planning, Management, Project Management, Team Leadership, Business Development, Program Management
Education
University of California, Berkeley
Bachelors of Arts, Political Science
The Genius Kids Club - San Ramon February 2014 - Present
Iron Networks February 2013 - January 2014
nAppliance Networks Inc. May 2012 - February 2013
Arista Networks, Inc. January 2012 - May 2012
Amber Oaks Assisted Living January 2010 - June 2011
Charles Schwab October 2007 - November 2009
Lawrence Berkeley National Laboratory July 2006 - March 2007
LandAmerica Commonwealth September 2005 - June 2006
Skills
Salesforce.com, Research, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Account Management, Customer Service, Leadership, Marketing, Market Research, Process Improvement, Strategic Planning, Management, Project Management, Team Leadership, Business Development, Program Management
Education
University of California, Berkeley
Bachelors of Arts, Political Science
Shivan Peiris Shivan Peiris's Charles Schwab Experience July 2009 - June 2010
Job Access and Distribution, Lucentis Marketing
Industry Biotechnology
Experience
Genentech January 2014 - Present
Genentech April 2012 - January 2014
Genentech June 2010 - April 2012
Charles Schwab July 2009 - June 2010
Skills
Managed Care, Biotechnology, Vendor Management, Pharmaceuticals, Compliance, Contract Negotiation, Process Improvement, Negotiation, Strategic Planning, Customer Relations, Cross-functional Team..., Pharmaceutical Industry, Commercialization, Competitive Analysis, Business Process..., Strategy, Leadership, Change Management, Project Management, Contract Management, Program Management, Customer Service, Forecasting
Education
University of San Francisco School of Law 2005 — 2008
Juris Doctor, Intellectual Property
University of California, Berkeley 2000 — 2004
Bachelor of Science, Molecular/Cellular Biology and Psychology
Genentech January 2014 - Present
Genentech April 2012 - January 2014
Genentech June 2010 - April 2012
Charles Schwab July 2009 - June 2010
Skills
Managed Care, Biotechnology, Vendor Management, Pharmaceuticals, Compliance, Contract Negotiation, Process Improvement, Negotiation, Strategic Planning, Customer Relations, Cross-functional Team..., Pharmaceutical Industry, Commercialization, Competitive Analysis, Business Process..., Strategy, Leadership, Change Management, Project Management, Contract Management, Program Management, Customer Service, Forecasting
Education
University of San Francisco School of Law 2005 — 2008
Juris Doctor, Intellectual Property
University of California, Berkeley 2000 — 2004
Bachelor of Science, Molecular/Cellular Biology and Psychology
Dion Harris's Charles Schwab Experience 1997 - 1998
Job Experienced Product Marketing/Management Professional
Industry Information Technology and Services
Experience
EMC XtremIO March 2015 - Present
Virtual Instruments August 2013 - February 2015
Virtual Instruments August 2010 - February 2014
Symantec April 2007 - July 2010
Pacific Gas & Electric Company January 2002 - March 2007
Ibijibi Inc. 2006 - February 2007
Loudcloud Inc. January 2001 - September 2001
NonStopNet Inc. 2000 - 2001
Gap Inc. 1998 - 2000
Charles Schwab 1997 - 1998
Skills
Sales, Market Analysis, Customer Insight, Cross-functional Team..., SaaS, Cloud Computing, Enterprise Software, Product Management, Go-to-market Strategy, Product Marketing, Strategic Partnerships, Business Development, Salesforce.com, Competitive Analysis, Program Management, Start-ups, Data Center, Product Development, Security, Storage Area Networks, Storage Management, IT Infrastructure..., Infrastructure..., IT Performance..., Storage, Marketing Management, Leadership, Business Strategy, Sales Enablement, Business Alliances, Marketing, Professional Services, Solution Selling, Strategy, SAN
Education
University of California, Berkeley, Haas School of Business 2004 — 2007
MBA, Business Strategy and Marketing
University of California, Berkeley 1993 — 1997
B.A., Economics
EMC XtremIO March 2015 - Present
Virtual Instruments August 2013 - February 2015
Virtual Instruments August 2010 - February 2014
Symantec April 2007 - July 2010
Pacific Gas & Electric Company January 2002 - March 2007
Ibijibi Inc. 2006 - February 2007
Loudcloud Inc. January 2001 - September 2001
NonStopNet Inc. 2000 - 2001
Gap Inc. 1998 - 2000
Charles Schwab 1997 - 1998
Skills
Sales, Market Analysis, Customer Insight, Cross-functional Team..., SaaS, Cloud Computing, Enterprise Software, Product Management, Go-to-market Strategy, Product Marketing, Strategic Partnerships, Business Development, Salesforce.com, Competitive Analysis, Program Management, Start-ups, Data Center, Product Development, Security, Storage Area Networks, Storage Management, IT Infrastructure..., Infrastructure..., IT Performance..., Storage, Marketing Management, Leadership, Business Strategy, Sales Enablement, Business Alliances, Marketing, Professional Services, Solution Selling, Strategy, SAN
Education
University of California, Berkeley, Haas School of Business 2004 — 2007
MBA, Business Strategy and Marketing
University of California, Berkeley 1993 — 1997
B.A., Economics
Mary Skinner Mary Skinner's Charles Schwab Experience January 1995 - December 1998
Job Owner, Producer, Director at 2B Productions
Industry Motion Pictures and Film
Experience
2B Productions January 2004 - Present
TIAA-CREF, Ronnette Riley Architect, Enterprise Ireland November 2001 - August 2008
Bank of America, E-Trade, Wells Fargo, Nicholas Applegate 1999 - 2001
Intuit September 1998 - August 2000
Charles Schwab January 1995 - December 1998
Wells Fargo January 1993 - January 1995
J.P. Morgan September 1987 - April 1991
Paine Webber September 1986 - September 1987
Shearson Lehman Brothers 1981 - 1986
United Presbyterian Church USA Peacemaking Project September 1979 - September 1981
Skills
Story Structure, Presentation Design, Executive Coaching, Documentaries, Video Production, Writing, Proposal Writing, Copywriting, Website Copy, Problem Solving, Marketing Copy, Digital Media, Marketing Communications, Screenwriting, Social Media, Editing, Photography, Creative Writing, Producing Documentaries, Research, Film, Film Production, Radio, Integrated Marketing, Marketing, Entertainment, Producing, Video Editing, New Media, Final Cut Pro, Online Advertising, Multimedia, Content Development, Voice Over, Independent Film, Media Production, Marketing Strategy, Directing, Corporate Communications, Blogging, Creative Direction, Copy Editing, Content Strategy, Short Films, Feature Films, Post Production, Scripting, Web Video, Commercials, Videography
Education
University of California, Berkeley 1970 — 1977
BA, English/Dramatic Art
BCC
2B Productions January 2004 - Present
TIAA-CREF, Ronnette Riley Architect, Enterprise Ireland November 2001 - August 2008
Bank of America, E-Trade, Wells Fargo, Nicholas Applegate 1999 - 2001
Intuit September 1998 - August 2000
Charles Schwab January 1995 - December 1998
Wells Fargo January 1993 - January 1995
J.P. Morgan September 1987 - April 1991
Paine Webber September 1986 - September 1987
Shearson Lehman Brothers 1981 - 1986
United Presbyterian Church USA Peacemaking Project September 1979 - September 1981
Skills
Story Structure, Presentation Design, Executive Coaching, Documentaries, Video Production, Writing, Proposal Writing, Copywriting, Website Copy, Problem Solving, Marketing Copy, Digital Media, Marketing Communications, Screenwriting, Social Media, Editing, Photography, Creative Writing, Producing Documentaries, Research, Film, Film Production, Radio, Integrated Marketing, Marketing, Entertainment, Producing, Video Editing, New Media, Final Cut Pro, Online Advertising, Multimedia, Content Development, Voice Over, Independent Film, Media Production, Marketing Strategy, Directing, Corporate Communications, Blogging, Creative Direction, Copy Editing, Content Strategy, Short Films, Feature Films, Post Production, Scripting, Web Video, Commercials, Videography
Education
University of California, Berkeley 1970 — 1977
BA, English/Dramatic Art
BCC
Jason Yang's Charles Schwab Experience January 2011 - March 2015
Job Vice President, Digital Marketing at Five9
Industry Marketing and Advertising
Experience
Five9 March 2015 - Present
Charles Schwab January 2011 - March 2015
Blue Shield of California March 2009 - January 2011
Blue Shield of California March 2007 - March 2009
Clorox October 2002 - September 2006
ZS Associates September 2001 - October 2002
Skills
Online Advertising, Strategic Planning, Social Media, Product Development, Product Management, Cross-functional Team..., Reputation, Advertising, Project Management, Customer Engagement, Digital Marketing, Product Marketing, Web Analytics, Social Media Marketing, E-commerce, Marketing Communications, Integrated Marketing, Brand Management, SEO, Content Management, Email Marketing, Digital Strategy, Analytics, Online Marketing, Strategy, Direct Marketing, B2B, Leadership, Management, Segmentation, Content Strategy, Creative Direction, Multi-channel Marketing, Competitive Analysis, SEM, Mobile Marketing, Brand Development, Customer Acquisition, Marketing, Mobile Devices, Lead Generation, Interactive Marketing, Marketing Strategy
Education
University of California, Berkeley 1998 — 2001
Haas School of Business, BS in Business Administration
Five9 March 2015 - Present
Charles Schwab January 2011 - March 2015
Blue Shield of California March 2009 - January 2011
Blue Shield of California March 2007 - March 2009
Clorox October 2002 - September 2006
ZS Associates September 2001 - October 2002
Skills
Online Advertising, Strategic Planning, Social Media, Product Development, Product Management, Cross-functional Team..., Reputation, Advertising, Project Management, Customer Engagement, Digital Marketing, Product Marketing, Web Analytics, Social Media Marketing, E-commerce, Marketing Communications, Integrated Marketing, Brand Management, SEO, Content Management, Email Marketing, Digital Strategy, Analytics, Online Marketing, Strategy, Direct Marketing, B2B, Leadership, Management, Segmentation, Content Strategy, Creative Direction, Multi-channel Marketing, Competitive Analysis, SEM, Mobile Marketing, Brand Development, Customer Acquisition, Marketing, Mobile Devices, Lead Generation, Interactive Marketing, Marketing Strategy
Education
University of California, Berkeley 1998 — 2001
Haas School of Business, BS in Business Administration
Cary Chiappone Cary Chiappone's Charles Schwab Experience 1997 - 1999
Job Sr. Vice President at Merriman Curhan Ford & Co.
Industry Financial Services
Experience
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Hilary Thornton Hilary Thornton's Charles Schwab Experience August 2014 - Present
Job Senior Manager Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Skills
Financial Analysis, Financial Modeling, Due Diligence, Market Research, Valuation, Budgets, Microsoft Excel, Life Insurance, Strategy, Cross-functional Team..., Product Research, Real Estate Economics, Product Development, Analysis, Investments, Public Speaking, Team Leadership, Program Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, Berkeley 2003 — 2007
BA, International Political Economy
Xavier College Prep 1999 — 2003
Charles Schwab August 2014 - Present
Skills
Financial Analysis, Financial Modeling, Due Diligence, Market Research, Valuation, Budgets, Microsoft Excel, Life Insurance, Strategy, Cross-functional Team..., Product Research, Real Estate Economics, Product Development, Analysis, Investments, Public Speaking, Team Leadership, Program Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
Master, Business Administration
University of California, Berkeley 2003 — 2007
BA, International Political Economy
Xavier College Prep 1999 — 2003
Bruce Marsden Bruce Marsden's Charles Schwab Experience November 1996 - May 1999
Job Internal Auditor at Riverside Research
Industry Financial Services
Experience
Riverside Research Institute November 2010 - Present
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
U.S. Trust Bank of America Private Wealth Management July 2007 - April 2009
Hostelling International USA November 1999 - November 2008
US Trust November 2004 - June 2007
Schwab Soundview Capital Markets April 2004 - October 2004
Schwab Soundview Capital Markets June 1999 - March 2004
Charles Schwab November 1996 - May 1999
Skills
Financial Modeling, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Investor Relations, Sarbanes-Oxley Act, Finance, Strategic Planning, Start-ups, Internal Audit, Analysis, Auditing, Accounting
Education
New York University - SCPS 2009 — 2010
Certificate in Real Estate Finance & Investment
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting
University of California, Berkeley 1973 — 1975
BS, Business Administration
Riverside Research Institute November 2010 - Present
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
Global Atlantic Partners LLC 2010 - 2014
U.S. Trust Bank of America Private Wealth Management July 2007 - April 2009
Hostelling International USA November 1999 - November 2008
US Trust November 2004 - June 2007
Schwab Soundview Capital Markets April 2004 - October 2004
Schwab Soundview Capital Markets June 1999 - March 2004
Charles Schwab November 1996 - May 1999
Skills
Financial Modeling, Financial Analysis, SEC filings, Strategy, Mergers & Acquisitions, Investor Relations, Sarbanes-Oxley Act, Finance, Strategic Planning, Start-ups, Internal Audit, Analysis, Auditing, Accounting
Education
New York University - SCPS 2009 — 2010
Certificate in Real Estate Finance & Investment
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting
University of California, Berkeley 1973 — 1975
BS, Business Administration
Kathey Lenney, PMP, CSM Kathey Lenney, PMP, CSM's Charles Schwab Experience October 2006 - January 2007
Job ICD10 Program Manager Testing at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California September 2011 - Present
Firemans Fund Insurance Company July 2009 - September 2011
Babcock & Brown February 2007 - September 2008
Charles Schwab October 2006 - January 2007
Celebrity Cruises October 2005 - June 2006
Federal Home Loan Bank of San Francisco January 2005 - July 2005
SBC and CSAA December 2003 - July 2004
Bank of America March 1994 - December 2002
Skills
Program Management, PMP, Business Analysis, ITIL, Vendor Management, Project Management, Integration, Data Center, SharePoint, IT Strategy, Management, Change Management, SDLC, Disaster Recovery, Quality Assurance, Software Development, Strategy, Enterprise Software, Software Documentation, Information Technology, Enterprise Architecture, Risk Management, Testing, Project Planning, PMO, Project Portfolio..., Scrum, Requirements Gathering, IT Management, Business Process..., Business Process
Education
University of California, Berkeley 2003 — 2005
Project Management Certification with Honors, Business
Blue Shield of California September 2011 - Present
Firemans Fund Insurance Company July 2009 - September 2011
Babcock & Brown February 2007 - September 2008
Charles Schwab October 2006 - January 2007
Celebrity Cruises October 2005 - June 2006
Federal Home Loan Bank of San Francisco January 2005 - July 2005
SBC and CSAA December 2003 - July 2004
Bank of America March 1994 - December 2002
Skills
Program Management, PMP, Business Analysis, ITIL, Vendor Management, Project Management, Integration, Data Center, SharePoint, IT Strategy, Management, Change Management, SDLC, Disaster Recovery, Quality Assurance, Software Development, Strategy, Enterprise Software, Software Documentation, Information Technology, Enterprise Architecture, Risk Management, Testing, Project Planning, PMO, Project Portfolio..., Scrum, Requirements Gathering, IT Management, Business Process..., Business Process
Education
University of California, Berkeley 2003 — 2005
Project Management Certification with Honors, Business
Shee-Yee Wu's Charles Schwab Experience December 2000 - September 2011
Job Managing Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. September 2011 - Present
Charles Schwab December 2000 - September 2011
Charles Schwab & Co., Inc. February 2000 - December 2000
Charles Schwab October 1999 - February 2000
Charles Schwab September 1998 - October 1999
Andersen Consulting September 1992 - June 1996
Skills
Product Management, Project Management, Leadership, Financial Services, Management, Business Strategy
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
Master of Business Administration (MBA)
University of Florida 1988 — 1992
B.S., Finance
Charles Schwab & Co., Inc. September 2011 - Present
Charles Schwab December 2000 - September 2011
Charles Schwab & Co., Inc. February 2000 - December 2000
Charles Schwab October 1999 - February 2000
Charles Schwab September 1998 - October 1999
Andersen Consulting September 1992 - June 1996
Skills
Product Management, Project Management, Leadership, Financial Services, Management, Business Strategy
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
Master of Business Administration (MBA)
University of Florida 1988 — 1992
B.S., Finance
Liza Kirby's Charles Schwab Experience January 2004 - December 2005
Job Business Strategist, iShares/Blackrock
Industry Financial Services
Experience
BlackRock August 2010 - Present
Barclays Global Investors/BlackRock March 2006 - July 2010
Charles Schwab January 2004 - December 2005
Skills
Product Development, Product Management, ETFs, Channel Partner..., Analytics, Project Management, Business Solutions..., Asset Managment, Fixed Income, Financial Services, E-commerce, Software, Product Marketing, Business Analysis, Competitive Analysis, Predictive Analytics, Cross-functional Team..., Business Development, Program Management, Management, Analysis, Leadership
Education
University of California, Berkeley
B.S., Industrial Engineering & Operations Research
University of San Francisco
MBA
BlackRock August 2010 - Present
Barclays Global Investors/BlackRock March 2006 - July 2010
Charles Schwab January 2004 - December 2005
Skills
Product Development, Product Management, ETFs, Channel Partner..., Analytics, Project Management, Business Solutions..., Asset Managment, Fixed Income, Financial Services, E-commerce, Software, Product Marketing, Business Analysis, Competitive Analysis, Predictive Analytics, Cross-functional Team..., Business Development, Program Management, Management, Analysis, Leadership
Education
University of California, Berkeley
B.S., Industrial Engineering & Operations Research
University of San Francisco
MBA
Anne Purcell's Charles Schwab Experience 2001 - 2004
Job Senior IT Program Manager at Kaiser Permanente IT
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2011 - Present
Kaiser Permanente September 2009 - Present
Genentech September 2006 - May 2009
APL January 2005 - August 2006
Schwab 1997 - 2005
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Business Analysis, Process Improvement, Program Management, Leadership, SDLC, Project Portfolio..., Vendor Management
Education
University of California, Berkeley 1990 — 1994
BA, English
Kaiser Permanente April 2011 - Present
Kaiser Permanente September 2009 - Present
Genentech September 2006 - May 2009
APL January 2005 - August 2006
Schwab 1997 - 2005
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Business Analysis, Process Improvement, Program Management, Leadership, SDLC, Project Portfolio..., Vendor Management
Education
University of California, Berkeley 1990 — 1994
BA, English
Heidi Francis-Paizis's Charles Schwab Experience 1999 - 2002
Job SR. Career Consultant for Torchiana, Mastrov & Sapiro
Industry Human Resources
Experience
Kindred Table 2013 - 2014
Kinetic Search Inc. January 2004 - December 2013
Workforce Leadership 2003 - 2005
Charles Schwab 1999 - 2002
Torchiana, Mastrov & Sapiro March 1997 - March 1999
OHM Remediation Services September 1994 - March 1997
Dupont Environmental Remediation Services February 1992 - September 1994
Skills
Career Counseling, Change Management, Career Development, Coaching, Outplacement, Recruiting, Screening Resumes, Organizational..., Human Resources, Interviews, Executive Search, Business Development, Marketing, Internet Recruiting, Employee Relations, Talent Acquisition, Training, Workforce Planning, Financial Services, Retail, Talent Management, Management, Temporary Placement, Strategy, College Recruiting, Applicant Tracking..., Onboarding, Temporary Staffing, Technical Recruiting, HRIS, Sourcing, Human Resources,..., Benefits Negotiation, Program Management
Education
University of California, Berkeley 1975 — 1979
BA, Psychology
Kindred Table 2013 - 2014
Kinetic Search Inc. January 2004 - December 2013
Workforce Leadership 2003 - 2005
Charles Schwab 1999 - 2002
Torchiana, Mastrov & Sapiro March 1997 - March 1999
OHM Remediation Services September 1994 - March 1997
Dupont Environmental Remediation Services February 1992 - September 1994
Skills
Career Counseling, Change Management, Career Development, Coaching, Outplacement, Recruiting, Screening Resumes, Organizational..., Human Resources, Interviews, Executive Search, Business Development, Marketing, Internet Recruiting, Employee Relations, Talent Acquisition, Training, Workforce Planning, Financial Services, Retail, Talent Management, Management, Temporary Placement, Strategy, College Recruiting, Applicant Tracking..., Onboarding, Temporary Staffing, Technical Recruiting, HRIS, Sourcing, Human Resources,..., Benefits Negotiation, Program Management
Education
University of California, Berkeley 1975 — 1979
BA, Psychology
Shelly Erceg's Charles Schwab Experience May 2007 - October 2010
Job
Industry Internet
Experience
salesforce.com July 2014 - Present
Salesforce.com 2010 - July 2014
Charles Schwab May 2007 - October 2010
Yahoo! Search Marketing 2005 - March 2007
Yahoo Inc. Search Marketing 2004 - 2005
Yahoo! Search Marketing 2003 - 2004
EoExchange, Inc. 2000 - 2002
NBC Internet - Snap.com / NBCi.com 1999 - 2000
Skills
SaaS, Analytics, Product Management, Monetization, Product Marketing, User Experience, Business Development, Start-ups, Mobile Applications, E-commerce, Mobile Devices, Web Analytics, Strategic Partnerships, SEM, Online Advertising, Management
Education
University of California, Berkeley
salesforce.com July 2014 - Present
Salesforce.com 2010 - July 2014
Charles Schwab May 2007 - October 2010
Yahoo! Search Marketing 2005 - March 2007
Yahoo Inc. Search Marketing 2004 - 2005
Yahoo! Search Marketing 2003 - 2004
EoExchange, Inc. 2000 - 2002
NBC Internet - Snap.com / NBCi.com 1999 - 2000
Skills
SaaS, Analytics, Product Management, Monetization, Product Marketing, User Experience, Business Development, Start-ups, Mobile Applications, E-commerce, Mobile Devices, Web Analytics, Strategic Partnerships, SEM, Online Advertising, Management
Education
University of California, Berkeley
Shirin Belur's Charles Schwab Experience September 1997 - May 1999
Job Brand Manager at Clif Bar & Company
Industry Marketing and Advertising
Experience
Clif Bar & Company June 2012 - Present
Clif Bar & Company June 2008 - May 2012
Method June 2007 - August 2007
BUILD June 2001 - August 2006
Charitableway April 2000 - March 2001
Charles Schwab September 1997 - May 1999
Skills
Marketing, Consumer Products, Customer Insight, Brand Management, Competitive Analysis, Product Marketing, Cross-functional Team..., Product Innovation, Brand Architecture, Marketing Strategy, Product Development, Market Research, Product Management, Shopper Marketing, Marketing Communications
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Economics
Clif Bar & Company June 2012 - Present
Clif Bar & Company June 2008 - May 2012
Method June 2007 - August 2007
BUILD June 2001 - August 2006
Charitableway April 2000 - March 2001
Charles Schwab September 1997 - May 1999
Skills
Marketing, Consumer Products, Customer Insight, Brand Management, Competitive Analysis, Product Marketing, Cross-functional Team..., Product Innovation, Brand Architecture, Marketing Strategy, Product Development, Market Research, Product Management, Shopper Marketing, Marketing Communications
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of California, Berkeley 1993 — 1997
Bachelor of Arts (B.A.), Economics
Edwin Linares's Charles Schwab Experience March 2011 - Present
Job Executive Compensation Professional
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
Charles Schwab March 2007 - March 2011
Charles Schwab September 2006 - March 2007
SAIC September 2005 - August 2006
Syzygy Consulting Group LLC July 2002 - August 2005
Skills
Talent Management, Employee Benefits, Succession Planning, Investments, Deferred Compensation, Performance Management, Talent Acquisition, Management, Executive Pay, Onboarding, Human Resources, Employee Engagement, Incentive Programs, PeopleSoft, HRIS, Program Management, Organizational Design, Employee Relations, SDLC
Education
University of California, Berkeley 1998 — 2002
BA, Theoretical Mathematics
Charles Schwab March 2011 - Present
Charles Schwab March 2007 - March 2011
Charles Schwab September 2006 - March 2007
SAIC September 2005 - August 2006
Syzygy Consulting Group LLC July 2002 - August 2005
Skills
Talent Management, Employee Benefits, Succession Planning, Investments, Deferred Compensation, Performance Management, Talent Acquisition, Management, Executive Pay, Onboarding, Human Resources, Employee Engagement, Incentive Programs, PeopleSoft, HRIS, Program Management, Organizational Design, Employee Relations, SDLC
Education
University of California, Berkeley 1998 — 2002
BA, Theoretical Mathematics
Radha Krishnaswamy's Charles Schwab Experience 2005 - 2011
Job Vice President, Online Banking Product Management at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Andy Jost's Charles Schwab Experience October 2011 - Present
Job Technical Director Enterprise Architecture at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2011 - Present
Charles Schwab June 2006 - October 2011
Charles Schwab September 1997 - May 2006
Seer Technologies January 1996 - August 1997
Credit Suisse July 1988 - December 1995
Skills
Enterprise Architecture, Application Architecture, IT Strategy, Graphic Design, Data Visualization, Tableau, Solution Architecture, SDLC, Data Modeling, DB2, RUP, Mainframe, TOGAF, Adobe Creative Suite
Education
University of California, Berkeley 2010 — 2013
Professional Sequence in Graphic Design
Charles Schwab October 2011 - Present
Charles Schwab June 2006 - October 2011
Charles Schwab September 1997 - May 2006
Seer Technologies January 1996 - August 1997
Credit Suisse July 1988 - December 1995
Skills
Enterprise Architecture, Application Architecture, IT Strategy, Graphic Design, Data Visualization, Tableau, Solution Architecture, SDLC, Data Modeling, DB2, RUP, Mainframe, TOGAF, Adobe Creative Suite
Education
University of California, Berkeley 2010 — 2013
Professional Sequence in Graphic Design
Pam Rhodes's Charles Schwab Experience 1995 - 2013
Job Marketing, Brand and Communications Consultant with Agency Optimization Expertise
Industry Marketing and Advertising
Experience
CSAA Insurance Group 2013 - Present
Trilogy Marketing Group June 2007 - Present
Select Resources International 1995 - Present
Franklin Templeton Investments 2011 - 2013
Charles Schwab 1995 - 2013
Wells Fargo 2010 - 2011
The Clorox Company 2008 - 2009
DHL Worldwide Express 1986 - 1995
Skills
Advertising, Marketing Strategy, Integrated Marketing..., Online Communications, Global Sourcing, Organizational..., concept writing, new product development, Product Management, Product Development, Marketing Communications, Direct Marketing, Agency Relationship..., Strategy, Marketing, Integrated Marketing, Management, Newsletters, Market Planning
Education
University of California, Berkeley
CSAA Insurance Group 2013 - Present
Trilogy Marketing Group June 2007 - Present
Select Resources International 1995 - Present
Franklin Templeton Investments 2011 - 2013
Charles Schwab 1995 - 2013
Wells Fargo 2010 - 2011
The Clorox Company 2008 - 2009
DHL Worldwide Express 1986 - 1995
Skills
Advertising, Marketing Strategy, Integrated Marketing..., Online Communications, Global Sourcing, Organizational..., concept writing, new product development, Product Management, Product Development, Marketing Communications, Direct Marketing, Agency Relationship..., Strategy, Marketing, Integrated Marketing, Management, Newsletters, Market Planning
Education
University of California, Berkeley
Mary Lai, CFP®'s Charles Schwab Experience June 1997 - Present
Job VP Financial Consultant at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab June 1997 - Present
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investment Advisory, Options, Retirement Planning
Education
University of California, Berkeley 1984 — 1989
Charles Schwab June 1997 - Present
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investment Advisory, Options, Retirement Planning
Education
University of California, Berkeley 1984 — 1989
Patricia Yu's Charles Schwab Experience 1996 - 2002
Job Digital Solutions Product & Marketing Leader
Industry Information Technology and Services
Experience
LifeMap - A Cambia Health Solutions Company 2014 - Present
Regence Blue Cross Blue Shield - A Cambia Health Solutions Co. 2011 - 2014
SumTotal Systems (formerly Accero, Inc.) 2010 - 2011
OCLC/WebJunction 2007 - 2010
ADP/Broadridge Financial Services 2007 - 2007
Charles Schwab 1996 - 2002
Prudential Financial 1992 - 1993
Skills
Forecasting, Product Management, Strategic Planning, Segmentation, Pricing, Budgeting, Product Launch, Product Marketing, Product Strategy, SaaS, Competitive Analysis, Cross-functional Team..., Agile, Market Analysis, Process Improvement, Business Strategy, Business Analysis, Vendor Management, Business Planning, Process Engineering, Market Research, Team Building, Portfolio Management, Enterprise Software, New Business Development, Negotiation, Performance Management, Team Leadership, Strategy Development, Project Portfolio..., Analysis, Competitive Intelligence, P&L Management, Agile Methodologies, Strategy, Go-to-market Strategy, Program Management, Business Development, Management, Start-ups, Product Development, Integrated Marketing, Leadership, Marketing, Strategic Partnerships, Entrepreneurship, Analytics, Training, Product Lifecycle..., Project Planning
Education
University of California, Berkeley
MBA, Business Administration
LifeMap - A Cambia Health Solutions Company 2014 - Present
Regence Blue Cross Blue Shield - A Cambia Health Solutions Co. 2011 - 2014
SumTotal Systems (formerly Accero, Inc.) 2010 - 2011
OCLC/WebJunction 2007 - 2010
ADP/Broadridge Financial Services 2007 - 2007
Charles Schwab 1996 - 2002
Prudential Financial 1992 - 1993
Skills
Forecasting, Product Management, Strategic Planning, Segmentation, Pricing, Budgeting, Product Launch, Product Marketing, Product Strategy, SaaS, Competitive Analysis, Cross-functional Team..., Agile, Market Analysis, Process Improvement, Business Strategy, Business Analysis, Vendor Management, Business Planning, Process Engineering, Market Research, Team Building, Portfolio Management, Enterprise Software, New Business Development, Negotiation, Performance Management, Team Leadership, Strategy Development, Project Portfolio..., Analysis, Competitive Intelligence, P&L Management, Agile Methodologies, Strategy, Go-to-market Strategy, Program Management, Business Development, Management, Start-ups, Product Development, Integrated Marketing, Leadership, Marketing, Strategic Partnerships, Entrepreneurship, Analytics, Training, Product Lifecycle..., Project Planning
Education
University of California, Berkeley
MBA, Business Administration
Howard C. Lee's Charles Schwab Experience February 2012 - Present
Job Risk Management
Industry Investment Management
Experience
Charles Schwab February 2012 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Data Analysis, Strategic Planning, Legal Research, Accounting, Microsoft Office, Legal Writing, Financial Reporting, Research
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
University of San Francisco School of Law 2006 — 2010
Doctor of Law (JD)
UC Berkeley
Bachelor of Arts (B.A.)
Charles Schwab February 2012 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Data Analysis, Strategic Planning, Legal Research, Accounting, Microsoft Office, Legal Writing, Financial Reporting, Research
Education
University of San Francisco - Masagung Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
University of San Francisco School of Law 2006 — 2010
Doctor of Law (JD)
UC Berkeley
Bachelor of Arts (B.A.)
mussie Gebre's Charles Schwab Experience March 1996 - Present
Job Capital Markets Consultant and Contractor
Industry Capital Markets
Experience
Charles Schwab March 1996 - Present
Education
University of California, Berkeley 2000 — 2004
Charles Schwab March 1996 - Present
Education
University of California, Berkeley 2000 — 2004
Isaac Kimura's Charles Schwab Experience March 2015 - Present
Job Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab (through TEKsystems) September 2013 - March 2015
OneNeck IT Services February 2012 - August 2013
ON Semiconductor May 2007 - June 2011
ON Semiconductor June 2005 - June 2007
ON Semiconductor May 2001 - June 2005
America West Airlines January 2000 - January 2001
The Boeing Company September 1984 - July 1999
Skills
Process Improvement, Program Management, Data Center, Disaster Recovery, Integration, Unix, IT Management, Cross-functional Team..., Change Management, Project Management, Software Documentation, IT Operations, Oracle, Security, Software Development, Business Analysis, Databases, Project Planning, Testing
Education
University of California, Berkeley 1972 — 1976
B.S.
Charles Schwab March 2015 - Present
Charles Schwab (through TEKsystems) September 2013 - March 2015
OneNeck IT Services February 2012 - August 2013
ON Semiconductor May 2007 - June 2011
ON Semiconductor June 2005 - June 2007
ON Semiconductor May 2001 - June 2005
America West Airlines January 2000 - January 2001
The Boeing Company September 1984 - July 1999
Skills
Process Improvement, Program Management, Data Center, Disaster Recovery, Integration, Unix, IT Management, Cross-functional Team..., Change Management, Project Management, Software Documentation, IT Operations, Oracle, Security, Software Development, Business Analysis, Databases, Project Planning, Testing
Education
University of California, Berkeley 1972 — 1976
B.S.
Samuel Adrian's Charles Schwab Experience December 1999 - April 2000
Job DC Operations Manager
Industry Financial Services
Experience
Milliman June 2000 - Present
Charles Schwab December 1999 - April 2000
Education
University of California, Berkeley 1998 — 1999
Milliman June 2000 - Present
Charles Schwab December 1999 - April 2000
Education
University of California, Berkeley 1998 — 1999
Dikesh Joshi's Charles Schwab Experience October 2008 - December 2008
Job Sr. Web Manager at Oracle
Industry Information Technology and Services
Experience
Oracle January 2012 - Present
Groupon October 2011 - December 2011
Juniper Networks September 2010 - September 2011
Juniper Networks January 2009 - September 2010
Charles Schwab October 2008 - December 2008
Kohan Inc September 2007 - September 2008
D2Hawkeye (Acquired by Verisk Information Technologies) June 2002 - July 2007
Cross Borders Org. February 2005 - May 2007
iApex Inc. January 2000 - June 2002
Education
UC Berkeley Extension 2011 — 2011
BioHealth College, San Jose, CA 2008 — 2009
Bio Technology
Kantipur City College, Purbanchal University 2002 — 2006
Bachelor of Computer Application
Oracle January 2012 - Present
Groupon October 2011 - December 2011
Juniper Networks September 2010 - September 2011
Juniper Networks January 2009 - September 2010
Charles Schwab October 2008 - December 2008
Kohan Inc September 2007 - September 2008
D2Hawkeye (Acquired by Verisk Information Technologies) June 2002 - July 2007
Cross Borders Org. February 2005 - May 2007
iApex Inc. January 2000 - June 2002
Education
UC Berkeley Extension 2011 — 2011
BioHealth College, San Jose, CA 2008 — 2009
Bio Technology
Kantipur City College, Purbanchal University 2002 — 2006
Bachelor of Computer Application
Jennifer Peneyra's Charles Schwab Experience September 2013 - August 2015
Job Diversity Recruiting Program Manager at Silicon Valley Bank
Industry Human Resources
Experience
Silicon Valley Bank August 2015 - Present
Charles Schwab September 2013 - August 2015
Farella Braun + Martel LLP January 2007 - August 2013
Farella Braun + Martel LLP October 2004 - December 2006
Farella Braun + Martel LLP September 2001 - October 2004
United Behavioral Health June 2000 - August 2001
United Behavioral Health October 1999 - June 2000
United Behavioral Health February 1999 - October 1999
United Behavioral Health February 1998 - February 1999
Farella Braun + Martel LLP September 1996 - February 1998
Skills
Recruitment/Retention, Diversity, Recruiting, Staff Development, Program Management, Career Counseling, Public Speaking, Event Planning, Microsoft Office, Research, Event Management, Microsoft Excel, Negotiation, Social Media, Customer Service, Strategic Planning, Budget, Employee Relations, Budgets, Positivity
Education
University of California, Berkeley
Bachelor of Arts, English and Psychology
Mercy High School, Burlingame
Silicon Valley Bank August 2015 - Present
Charles Schwab September 2013 - August 2015
Farella Braun + Martel LLP January 2007 - August 2013
Farella Braun + Martel LLP October 2004 - December 2006
Farella Braun + Martel LLP September 2001 - October 2004
United Behavioral Health June 2000 - August 2001
United Behavioral Health October 1999 - June 2000
United Behavioral Health February 1999 - October 1999
United Behavioral Health February 1998 - February 1999
Farella Braun + Martel LLP September 1996 - February 1998
Skills
Recruitment/Retention, Diversity, Recruiting, Staff Development, Program Management, Career Counseling, Public Speaking, Event Planning, Microsoft Office, Research, Event Management, Microsoft Excel, Negotiation, Social Media, Customer Service, Strategic Planning, Budget, Employee Relations, Budgets, Positivity
Education
University of California, Berkeley
Bachelor of Arts, English and Psychology
Mercy High School, Burlingame
Elizabeth Franklin's Charles Schwab Experience November 2003 - August 2006
Job Executive Director, Associate General Counsel Global Employment, Data Privacy and Immigration at Maxim Integrated
Industry Law Practice
Experience
Maxim Integrated Products March 2011 - Present
Building Materials Holding Corporation March 2007 - March 2010
Charles Schwab November 2003 - August 2006
Fireman's Fund Insurance 1997 - 2003
Carr, McClellan 1993 - 1997
Littler Mendelson 1987 - 1993
Skills
Employment Law, Labor Relations, Litigation, Arbitration, FMLA, Employee Relations, Human Resources, Employee Benefits, Policy, Benefits Administration, Mediation, Performance Management, Mergers & Acquisitions, Discrimination, Wage & Hour, Commercial Litigation, Recruiting, Management, Data Privacy
Education
University of California, Hastings College of the Law 1984 — 1987
J.D., legal
University of California, Berkeley 1982 — 1984
B.A., Sociology
Maxim Integrated Products March 2011 - Present
Building Materials Holding Corporation March 2007 - March 2010
Charles Schwab November 2003 - August 2006
Fireman's Fund Insurance 1997 - 2003
Carr, McClellan 1993 - 1997
Littler Mendelson 1987 - 1993
Skills
Employment Law, Labor Relations, Litigation, Arbitration, FMLA, Employee Relations, Human Resources, Employee Benefits, Policy, Benefits Administration, Mediation, Performance Management, Mergers & Acquisitions, Discrimination, Wage & Hour, Commercial Litigation, Recruiting, Management, Data Privacy
Education
University of California, Hastings College of the Law 1984 — 1987
J.D., legal
University of California, Berkeley 1982 — 1984
B.A., Sociology
Matthew Segura's Charles Schwab Experience January 2011 - June 2011
Job Shareholder, Securities Analyst at SKBA Capital Management
Industry Financial Services
Experience
SKBA Capital Management July 2012 - Present
SKBA Capital Management July 2011 - July 2012
Charles Schwab January 2011 - June 2011
Charles Schwab January 2010 - January 2011
Charles Schwab June 2008 - January 2010
SKBA Capital Management June 2007 - June 2008
United States Marine Corps August 1998 - August 2003
Skills
Finance, Microsoft Office, Strategic Financial..., Securities, Cash Management, Financial Modeling, Investments, Quantitative Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
SKBA Capital Management July 2012 - Present
SKBA Capital Management July 2011 - July 2012
Charles Schwab January 2011 - June 2011
Charles Schwab January 2010 - January 2011
Charles Schwab June 2008 - January 2010
SKBA Capital Management June 2007 - June 2008
United States Marine Corps August 1998 - August 2003
Skills
Finance, Microsoft Office, Strategic Financial..., Securities, Cash Management, Financial Modeling, Investments, Quantitative Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
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
Jacques Hebert's Charles Schwab Experience March 2000 - July 2009
Job Project Manager at Federal Reserve Bank of San Francisco
Industry Information Technology and Services
Experience
Federal Reserve Bank of San Francisco July 2009 - Present
Charles Schwab March 2000 - July 2009
MTS Technologies June 1998 - March 2000
NIA CORPORATION 1997 - May 1998
Information Access Company/Thomson Corp. 1995 - 1997
Education
University of California, Berkeley 1979 — 1985
Federal Reserve Bank of San Francisco July 2009 - Present
Charles Schwab March 2000 - July 2009
MTS Technologies June 1998 - March 2000
NIA CORPORATION 1997 - May 1998
Information Access Company/Thomson Corp. 1995 - 1997
Education
University of California, Berkeley 1979 — 1985
Lillian Fong's Charles Schwab Experience 2000 - 2007
Job Vice President, Internal Audit at Visa
Industry Financial Services
Experience
Visa April 2008 - Present
Charles Schwab 2000 - 2007
Arthur Andersen 1986 - 2000
Education
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Accounting and Marketing
Visa April 2008 - Present
Charles Schwab 2000 - 2007
Arthur Andersen 1986 - 2000
Education
University of California, Berkeley, Haas School of Business 1982 — 1986
BS, Accounting and Marketing
Jenny Kuo's Charles Schwab Experience March 2010 - Present
Job Sr Manager, PeopleSoft HRMS/Workday at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab August 2005 - February 2010
Charles Schwab March 2004 - July 2005
Levi Strauss & Co. 2000 - March 2004
Ciber 1998 - 2000
Skills
PeopleSoft, SDLC, PeopleTools, Requirements Analysis, Requirements Gathering, Business Analysis, Business Intelligence, Integration, Data Warehousing, Business Process, Software Project...
Education
University of California, Berkeley
Charles Schwab March 2010 - Present
Charles Schwab August 2005 - February 2010
Charles Schwab March 2004 - July 2005
Levi Strauss & Co. 2000 - March 2004
Ciber 1998 - 2000
Skills
PeopleSoft, SDLC, PeopleTools, Requirements Analysis, Requirements Gathering, Business Analysis, Business Intelligence, Integration, Data Warehousing, Business Process, Software Project...
Education
University of California, Berkeley
Sharon Dixon's Charles Schwab Experience 1987 - 1996
Job Owner, California Builder Distributors, Inc.
Industry Consumer Goods
Experience
California Builder Distributors, Inc. Vice PresidentLPL Financial1996 - 1999
Charles Schwab 1987 - 1996
Skills
Strategic Planning, Team Building, Team Leadership, B2B, Sales Management, Marketing Strategy, Marketing, Cross-functional Team..., Small Business, Entrepreneurship, Management, Product Development, New Business Development, Event Management, Contract Negotiation, Negotiation, Process Improvement, Social Media, Merchandising, Customer Service
Education
University of California, Berkeley
California Builder Distributors, Inc. Vice PresidentLPL Financial1996 - 1999
Charles Schwab 1987 - 1996
Skills
Strategic Planning, Team Building, Team Leadership, B2B, Sales Management, Marketing Strategy, Marketing, Cross-functional Team..., Small Business, Entrepreneurship, Management, Product Development, New Business Development, Event Management, Contract Negotiation, Negotiation, Process Improvement, Social Media, Merchandising, Customer Service
Education
University of California, Berkeley
Leland Look's Charles Schwab Experience data security analystcharles schwab1997 - 2001
Job mainframe security admin at Charles Schwab
Industry Financial Services
Experience
Charles Schwab data security analystcharles schwab1997 - 2001
charles schwab 1997 - 2001
Education
University of California, Berkeley 1966 — 1971
Charles Schwab data security analystcharles schwab1997 - 2001
charles schwab 1997 - 2001
Education
University of California, Berkeley 1966 — 1971
Wilvin Szeto's Charles Schwab Experience June 1997 - August 2008
Job VP, Technology Operations & Business Systems at Art.com
Industry Information Technology and Services
Experience
Art.com April 2012 - Present
Sendme, Inc September 2008 - March 2012
Charles Schwab June 1997 - August 2008
Montgomery Securities August 1996 - June 1997
Deloitte Consulting August 1993 - August 1996
Morgan Stanley June 1986 - August 1993
Skills
Mobile Devices, Integration, Technology, Executive Management, Vendor Management, SaaS, Analytics, Product Management, E-commerce, Cloud Computing, Agile Methodologies, Start-ups, Mobile Applications, IT Strategy, Software Project..., Cross-functional Team...
Education
University of California, Berkeley 1983 — 1986
BS
Art.com April 2012 - Present
Sendme, Inc September 2008 - March 2012
Charles Schwab June 1997 - August 2008
Montgomery Securities August 1996 - June 1997
Deloitte Consulting August 1993 - August 1996
Morgan Stanley June 1986 - August 1993
Skills
Mobile Devices, Integration, Technology, Executive Management, Vendor Management, SaaS, Analytics, Product Management, E-commerce, Cloud Computing, Agile Methodologies, Start-ups, Mobile Applications, IT Strategy, Software Project..., Cross-functional Team...
Education
University of California, Berkeley 1983 — 1986
BS
John Somerville's Charles Schwab Experience 1995 - 1997
Job PRESIDENT at SOMERVILLE & COMPANY
Industry Accounting
Experience
SOMERVILLE & COMPANY June 2007 - Present
Pronto Tax 1999 - 2009
401k Forum 1997 - 1998
Charles Schwab 1995 - 1997
JAMES RIVER 1990 - 1995
Skills
Fluent in Spanigh, Accounting, Marketing, Small Business, Tax, Business Valuation, Mergers, QuickBooks, Business Planning, Non-profits, Budgets, General Ledger, Auditing, Investments, Tax Preparation, Financial Analysis, Insurance, Income Tax, CPA, Strategic Planning, Corporate Tax
Education
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA, MARKETING
Xavier University 1982 — 1986
BSBA, ACCOUNTING
SOMERVILLE & COMPANY June 2007 - Present
Pronto Tax 1999 - 2009
401k Forum 1997 - 1998
Charles Schwab 1995 - 1997
JAMES RIVER 1990 - 1995
Skills
Fluent in Spanigh, Accounting, Marketing, Small Business, Tax, Business Valuation, Mergers, QuickBooks, Business Planning, Non-profits, Budgets, General Ledger, Auditing, Investments, Tax Preparation, Financial Analysis, Insurance, Income Tax, CPA, Strategic Planning, Corporate Tax
Education
University of California, Berkeley, Haas School of Business 1992 — 1995
MBA, MARKETING
Xavier University 1982 — 1986
BSBA, ACCOUNTING
Douglas Franks's Charles Schwab Experience July 2006 - July 2008
Job VP Wealth Management Banker: Private Bank at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Merrill Lynch November 2012 - Present
Charles Schwab & Co October 2009 - October 2012
Charles Schwab July 2006 - July 2008
Schwab Institutional October 1993 - September 2005
Skills
Finance, Fixed Income, Wealth Management, Trading, Series 7, Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Retirement, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Asset Management, Investment Strategies, Retirement Planning, Asset Allocation, Financial Advisory, Series 9, 10, Series 66, Structured Lending, Home Financing, NMLS Licensed, Sales Management, Sales, Series 63, Financial Planning, Uniform Combined State...
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Leah Owyang's Charles Schwab Experience 1999 - Present
Job Proj Mgr/Bus Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Bank of America 1993 - 2000
Chevron 1981 - 1993
Education
University of California, Berkeley
Bachelor of Science
Cal State University of Hayward
Post Graduated Business AdminStudies
Charles Schwab 1999 - Present
Bank of America 1993 - 2000
Chevron 1981 - 1993
Education
University of California, Berkeley
Bachelor of Science
Cal State University of Hayward
Post Graduated Business AdminStudies
Jayne Wong's Charles Schwab Experience 1990 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1990 - 2008
Education
University of California, Berkeley
Charles Schwab 1990 - 2008
Education
University of California, Berkeley
Sarahjane Harman's Charles Schwab Experience 1990 - 1994
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2001 - Present
Bank of America 1994 - Present
Farallon Geographics, Inc 2001 - 2003
Charles Schwab 1990 - 1994
Videomagnetics, Inc. October 1987 - December 1988
Franklin Templeton Group 1985 - 1988
Skills
Banking, Commercial Banking, Loans, Credit
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
MBA, Finance and Strategic Planning
University of California, Davis 1980 — 1985
BS, Agricultural Economics
Bank of America Merrill Lynch 2001 - Present
Bank of America 1994 - Present
Farallon Geographics, Inc 2001 - 2003
Charles Schwab 1990 - 1994
Videomagnetics, Inc. October 1987 - December 1988
Franklin Templeton Group 1985 - 1988
Skills
Banking, Commercial Banking, Loans, Credit
Education
University of California, Berkeley, Haas School of Business 1988 — 1990
MBA, Finance and Strategic Planning
University of California, Davis 1980 — 1985
BS, Agricultural Economics
Christine Cannon's Charles Schwab Experience 1987 - 1995
Job Executive Sales Assistant at Mark Bertoli, CFP
Industry Executive Office
Experience
Mark Bertoli, CFP August 2013 - Present
Montague DeRose & Associates April 2010 - January 2013
J Crew October 2006 - April 2010
christine marie September 2005 - April 2010
Charles Schwab 1987 - 1995
Skills
Writing, Marketing Communications, Office Management, Marketing, Leadership, Management, Marketing Strategy, Public Speaking, Fundraising, Strategic Planning, Advertising, Project Management, Sales, Non-profit Leadership
Education
University of California, Berkeley 2002 — 2004
Interior Design
University of California, Berkeley 1981 — 1983
B.A., English
University of San Francisco 1979 — 1981
English
Mark Bertoli, CFP August 2013 - Present
Montague DeRose & Associates April 2010 - January 2013
J Crew October 2006 - April 2010
christine marie September 2005 - April 2010
Charles Schwab 1987 - 1995
Skills
Writing, Marketing Communications, Office Management, Marketing, Leadership, Management, Marketing Strategy, Public Speaking, Fundraising, Strategic Planning, Advertising, Project Management, Sales, Non-profit Leadership
Education
University of California, Berkeley 2002 — 2004
Interior Design
University of California, Berkeley 1981 — 1983
B.A., English
University of San Francisco 1979 — 1981
English
David Recalde's Charles Schwab Experience November 2000 - September 2001
Job Business System Analyst at Genentech
Industry Computer Software
Experience
Genentech July 2014 - December 2014
Pacific Gas and Electric Company July 2012 - March 2014
Levi Strauss & Co. February 2012 - June 2012
Lawrence Livermore National Laboratory May 2011 - February 2012
PG&E May 2010 - January 2011
Visa May 2009 - March 2010
Audatex a Solera Company August 2002 - March 2009
Pior Work History November 1990 - December 2001
Charles Schwab November 2000 - September 2001
Skills
Testing, Agile Methodologies, SQL, Test Planning, Quality Assurance, C, Visio, Quality Center, Test Automation, Automated Software..., Software Quality..., Manual Testing, COBOL, Regression Testing, Oracle, QTP, Requirements Analysis, User Acceptance Testing, Test Cases, System Testing, Integration, Scrum, Unix, HP QTP, HP Quality Center
Education
HP - Mercury 2007 — 2007
Certificaion, LoadRunner
LogiGear Corporation 2005 — 2006
Certification, Software Testing / Software Manafement
Quality Insurance Institute 2003 — 2004
CSTE, Software Testing
University of California, Berkeley 1980 — 1981
IT Cerificate, Computer Science
University of San Francisco 1975 — 1977
BS, Business Adminsitration
Genentech July 2014 - December 2014
Pacific Gas and Electric Company July 2012 - March 2014
Levi Strauss & Co. February 2012 - June 2012
Lawrence Livermore National Laboratory May 2011 - February 2012
PG&E May 2010 - January 2011
Visa May 2009 - March 2010
Audatex a Solera Company August 2002 - March 2009
Pior Work History November 1990 - December 2001
Charles Schwab November 2000 - September 2001
Skills
Testing, Agile Methodologies, SQL, Test Planning, Quality Assurance, C, Visio, Quality Center, Test Automation, Automated Software..., Software Quality..., Manual Testing, COBOL, Regression Testing, Oracle, QTP, Requirements Analysis, User Acceptance Testing, Test Cases, System Testing, Integration, Scrum, Unix, HP QTP, HP Quality Center
Education
HP - Mercury 2007 — 2007
Certificaion, LoadRunner
LogiGear Corporation 2005 — 2006
Certification, Software Testing / Software Manafement
Quality Insurance Institute 2003 — 2004
CSTE, Software Testing
University of California, Berkeley 1980 — 1981
IT Cerificate, Computer Science
University of San Francisco 1975 — 1977
BS, Business Adminsitration
Tom Matsumoto's Charles Schwab Experience September 2008 - December 2008
Job at Ernst & Young in Boston
Industry Financial Services
Experience
Ernst & Young January 2011 - Present
Charles Schwab September 2008 - December 2008
Capital Group 2004 - 2008
Education
University of California, Berkeley 2009 — 2010
Master, Financial Engineering
University of California, Berkeley, Haas School of Business 2009 — 2010
Master of Financial Engineering, Quantitative Finance
University of California, Los Angeles 1992 — 1997
Math/Applied Science, Math/Applied Science Operations Research
Ernst & Young January 2011 - Present
Charles Schwab September 2008 - December 2008
Capital Group 2004 - 2008
Education
University of California, Berkeley 2009 — 2010
Master, Financial Engineering
University of California, Berkeley, Haas School of Business 2009 — 2010
Master of Financial Engineering, Quantitative Finance
University of California, Los Angeles 1992 — 1997
Math/Applied Science, Math/Applied Science Operations Research
Bettie Quan's Charles Schwab Experience November 2001 - December 2007
Job Network Project Manager at One Workplace
Industry Furniture
Experience
One Workplace October 2014 - Present
JustB Consulting October 2009 - October 2014
Pivot Interiors (a Herman Miller dealership) December 2007 - December 2008
Charles Schwab November 2001 - December 2007
FACS March 1999 - August 2001
Skills
Management, Space-planning, Project Management, Interior Design, Training, Furnishings, Construction, Space planning, Facilities Management, Project Planning, Furniture, Process Scheduler, Budgets, Design Research, Interior Architecture, Contract Negotiation, Account Management, Space Planning
Education
University of California, Berkeley 1994 — 1998
Interior Architecture & Design
One Workplace October 2014 - Present
JustB Consulting October 2009 - October 2014
Pivot Interiors (a Herman Miller dealership) December 2007 - December 2008
Charles Schwab November 2001 - December 2007
FACS March 1999 - August 2001
Skills
Management, Space-planning, Project Management, Interior Design, Training, Furnishings, Construction, Space planning, Facilities Management, Project Planning, Furniture, Process Scheduler, Budgets, Design Research, Interior Architecture, Contract Negotiation, Account Management, Space Planning
Education
University of California, Berkeley 1994 — 1998
Interior Architecture & Design
Gizelle Covarrubias Robinson's Charles Schwab Experience February 1998 - Present
Job Managing Director IT(Software Application Development and Strategic Engineering) Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 1998 - Present
Alliance for Girls October 2014 - Present
Professional Business Women in California(PBWC) February 2014 - Present
Filipina Womens Network February 2014 - Present
GirlVentures October 2012 - Present
Visa June 1995 - January 1998
PRJ & Co. June 1990 - June 1995
IBM New Zealand May 1989 - May 1990
Far East Bank and Trust Company (Philippines) 1985 - 1989
Skills
Software Development, Strategy, Vendor Management, Program Management, Software Project..., Budgets, Integration, SDLC, Leadership, Release Management, PMP, Event Planning, Strategic Planning, Management, PMO, Requirements Analysis, Project Management, Business Analysis, Nonprofits, Business Process..., CRM, Business Process, Enterprise Architecture, Change Management, Process Improvement, Business Intelligence, Data Warehousing, Project Portfolio..., IT Management, Agile Methodologies, Requirements Gathering, IT Strategy
Education
De La Salle University, BS in Industrial Management Engineering, Minor in Chemical Engineering 1980 — 1985
BS, Major in Industrial Management Engineering, Minor in Chemical Engineering
University of California, Berkeley, Haas School of Business
Charles Schwab February 1998 - Present
Alliance for Girls October 2014 - Present
Professional Business Women in California(PBWC) February 2014 - Present
Filipina Womens Network February 2014 - Present
GirlVentures October 2012 - Present
Visa June 1995 - January 1998
PRJ & Co. June 1990 - June 1995
IBM New Zealand May 1989 - May 1990
Far East Bank and Trust Company (Philippines) 1985 - 1989
Skills
Software Development, Strategy, Vendor Management, Program Management, Software Project..., Budgets, Integration, SDLC, Leadership, Release Management, PMP, Event Planning, Strategic Planning, Management, PMO, Requirements Analysis, Project Management, Business Analysis, Nonprofits, Business Process..., CRM, Business Process, Enterprise Architecture, Change Management, Process Improvement, Business Intelligence, Data Warehousing, Project Portfolio..., IT Management, Agile Methodologies, Requirements Gathering, IT Strategy
Education
De La Salle University, BS in Industrial Management Engineering, Minor in Chemical Engineering 1980 — 1985
BS, Major in Industrial Management Engineering, Minor in Chemical Engineering
University of California, Berkeley, Haas School of Business
Pauline Woodman's Charles Schwab Experience January 2000 - January 2004
Job Attorney
Industry Financial Services
Experience
Milliman, Inc. October 2012 - Present
Pauline's Law April 2011 - September 2012
Intuit January 2012 - April 2012
Rite-line Tax Service, Inc. January 2011 - April 2011
Spectrum Pension Consultants, Inc. May 2008 - December 2010
Rite-line Tax Service, Inc. January 2008 - May 2008
Charles Schwab January 2000 - January 2004
Mutual of America January 1999 - January 2000
Skills
401k, Financial Planning, Tax, Pensions, Licensing, Legal Issues
Education
University of California, Davis - School of Law 2004 — 2007
JD, Law
University of California, Berkeley
BA, Political Economies
Milliman, Inc. October 2012 - Present
Pauline's Law April 2011 - September 2012
Intuit January 2012 - April 2012
Rite-line Tax Service, Inc. January 2011 - April 2011
Spectrum Pension Consultants, Inc. May 2008 - December 2010
Rite-line Tax Service, Inc. January 2008 - May 2008
Charles Schwab January 2000 - January 2004
Mutual of America January 1999 - January 2000
Skills
401k, Financial Planning, Tax, Pensions, Licensing, Legal Issues
Education
University of California, Davis - School of Law 2004 — 2007
JD, Law
University of California, Berkeley
BA, Political Economies
Cristina Rossman's Charles Schwab Experience July 2000 - September 2001
Job Marketing Director
Industry Financial Services
Experience
Morningstar January 2012 - Present
Morningstar September 2001 - January 2012
Charles Schwab July 2000 - September 2001
AlliedSignal September 1995 - September 1998
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
University of Michigan 1991 — 1995
BS, Industrial Engineering
Morningstar January 2012 - Present
Morningstar September 2001 - January 2012
Charles Schwab July 2000 - September 2001
AlliedSignal September 1995 - September 1998
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
University of Michigan 1991 — 1995
BS, Industrial Engineering
Jose A. Gallegos's Charles Schwab Experience April 2012 - Present
Job Product Manager
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Charles Schwab August 2006 - April 2012
Charles Schwab October 2003 - August 2006
Charles Schwab March 1999 - October 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
MBA
University of California, Berkeley 1994 — 1999
BA, Economics
Charles Schwab April 2012 - Present
Charles Schwab August 2006 - April 2012
Charles Schwab October 2003 - August 2006
Charles Schwab March 1999 - October 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2013
MBA
University of California, Berkeley 1994 — 1999
BA, Economics
Sandra Loggins's Charles Schwab Experience 1999 - 2002
Job Director, Human Resources at Kaiser Foundation Health Plan
Industry Human Resources
Experience
Kaiser Foundation Health Plan Sr. Manager Human ResourcesApple2002 - 2006
Charles Schwab 1999 - 2002
Wells Fargo 1991 - 1999
Education
University of California, Berkeley
BS, Social Science
Kaiser Foundation Health Plan Sr. Manager Human ResourcesApple2002 - 2006
Charles Schwab 1999 - 2002
Wells Fargo 1991 - 1999
Education
University of California, Berkeley
BS, Social Science
Colleen Hummer's Charles Schwab Experience 1983 - 2003
Job Owner at Body Strong Pilates
Industry Health, Wellness and Fitness
Experience
Body Strong Pilates 2012 - Present
Measure A Election Committee February 2010 - June 2010
Educational Foundation of Orinda 2004 - 2006
City of Orinda 2003 - 2005
Charles Schwab 1983 - 2003
Skills
Strategy, Marketing, Product Development, Business Process Design, Risk Management, Managerial Finance, Pilates instruction
Education
National Academy of Sports Medicine (NASM) 2014 — 2015
Certified Personal Trainer
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA, Business
Balanced Body University 2011 — 2012
Certified Mat Instructor, Mat and reformer
UC Davis
Bachelor of Science (B.S.), Managerial Economics
Body Strong Pilates 2012 - Present
Measure A Election Committee February 2010 - June 2010
Educational Foundation of Orinda 2004 - 2006
City of Orinda 2003 - 2005
Charles Schwab 1983 - 2003
Skills
Strategy, Marketing, Product Development, Business Process Design, Risk Management, Managerial Finance, Pilates instruction
Education
National Academy of Sports Medicine (NASM) 2014 — 2015
Certified Personal Trainer
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1991
MBA, Business
Balanced Body University 2011 — 2012
Certified Mat Instructor, Mat and reformer
UC Davis
Bachelor of Science (B.S.), Managerial Economics
John Danton's Charles Schwab Experience March 1999 - May 2005
Job Finance and Accounting Executive retired
Industry Financial Services
Experience
LPL Financial May 2010 - December 2012
LPL Financial December 2007 - March 2009
US Trust May 2005 - July 2006
Charles Schwab March 1999 - May 2005
Charles Schwab February 1996 - March 1999
Ag America FCB June 1994 - April 1996
Citibank California March 1986 - December 1995
Security Pacific Bank March 1977 - March 1986
Ernst & Whinney March 1973 - March 1977
Skills
Due Diligence, Banking, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Budgets, Internal Audit, Mergers, Finance, Restructuring, Mergers & Acquisitions, Analysis, Auditing, Sarbanes-Oxley, Financial Modeling, Management, Financial Risk, Leadership, Sarbanes-Oxley Act, Tax, Strategic Financial..., Financial Services, Corporate Finance
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Mathematics & Economics
LPL Financial May 2010 - December 2012
LPL Financial December 2007 - March 2009
US Trust May 2005 - July 2006
Charles Schwab March 1999 - May 2005
Charles Schwab February 1996 - March 1999
Ag America FCB June 1994 - April 1996
Citibank California March 1986 - December 1995
Security Pacific Bank March 1977 - March 1986
Ernst & Whinney March 1973 - March 1977
Skills
Due Diligence, Banking, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Budgets, Internal Audit, Mergers, Finance, Restructuring, Mergers & Acquisitions, Analysis, Auditing, Sarbanes-Oxley, Financial Modeling, Management, Financial Risk, Leadership, Sarbanes-Oxley Act, Tax, Strategic Financial..., Financial Services, Corporate Finance
Education
University of California, Berkeley, Haas School of Business 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Mathematics & Economics
Sai-Kit Chan's Charles Schwab Experience June 2014 - Present
Job Securities Lending Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab June 2014 - Present
Charles Schwab May 2011 - Present
Charles Schwab September 2008 - May 2011
Charles Schwab April 2007 - August 2008
Skills
Fixed Income, Trading, Securities Lending, Treasury, Financial Modeling, Financial Analysis, Investments, Equities, Management, Microsoft Office, Data Analysis, Finance, Bloomberg, Series 7
Education
University of California, Berkeley 2000 — 2005
BA, Biology, Busines Administration
Charles Schwab June 2014 - Present
Charles Schwab June 2014 - Present
Charles Schwab May 2011 - Present
Charles Schwab September 2008 - May 2011
Charles Schwab April 2007 - August 2008
Skills
Fixed Income, Trading, Securities Lending, Treasury, Financial Modeling, Financial Analysis, Investments, Equities, Management, Microsoft Office, Data Analysis, Finance, Bloomberg, Series 7
Education
University of California, Berkeley 2000 — 2005
BA, Biology, Busines Administration
Mona Woo's Charles Schwab Experience October 2000 - December 2009
Job Continuing Medical Education at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente June 2013 - Present
Kaiser Permanente October 2011 - June 2013
Timmons Design Engineers April 2010 - March 2011
Charles Schwab October 2000 - December 2009
Vallejo Investments April 1999 - October 2000
Tesseract Corporation January 1996 - March 1999
University of California, San Francisco June 1991 - January 1996
Skills
Accounts Payable, Accounting, Budgets, General Ledger, Administrative..., Journal Entries, Management, Financial Analysis, Financial Reporting, Process Improvement, Account Reconciliation, Microsoft Excel, Forecasting
Education
University of California, Berkeley 2005 — 2006
Certification, Accounting
Kaiser Permanente June 2013 - Present
Kaiser Permanente October 2011 - June 2013
Timmons Design Engineers April 2010 - March 2011
Charles Schwab October 2000 - December 2009
Vallejo Investments April 1999 - October 2000
Tesseract Corporation January 1996 - March 1999
University of California, San Francisco June 1991 - January 1996
Skills
Accounts Payable, Accounting, Budgets, General Ledger, Administrative..., Journal Entries, Management, Financial Analysis, Financial Reporting, Process Improvement, Account Reconciliation, Microsoft Excel, Forecasting
Education
University of California, Berkeley 2005 — 2006
Certification, Accounting
Jon Roeder's Charles Schwab Experience July 1997 - December 2002
Job Database Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2005 - Present
Charles Schwab July 1997 - December 2002
Education
University of California, Berkeley 1971 — 1975
BA, Applied Mathematics
Wells Fargo May 2005 - Present
Charles Schwab July 1997 - December 2002
Education
University of California, Berkeley 1971 — 1975
BA, Applied Mathematics
Rich Levitt's Charles Schwab Experience 2002 - 2005
Job Storage Services Consultant
Industry Information Technology and Services
Experience
Charles Schwab 2002 - 2005
Storage Networks, Inc. 1999 - 2001
Stanford University 1975 - 1998
Education
University of California, Berkeley 1971 — 1975
Charles Schwab 2002 - 2005
Storage Networks, Inc. 1999 - 2001
Stanford University 1975 - 1998
Education
University of California, Berkeley 1971 — 1975
Willard Hong's Charles Schwab Experience June 1996 - Present
Job Director of Advanced Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1996 - Present
Education
University of California, Berkeley
MS, Statistics & Operation Research
Charles Schwab June 1996 - Present
Education
University of California, Berkeley
MS, Statistics & Operation Research
Rhonda Kaufman's Charles Schwab Experience 1982 - 1992
Job Business Management Professional specializing in program, project, and training design, development, and management.
Industry Program Development
Experience
Hannah Kaufman & Associates, Inc. 1994 - 2012
Safe Passage Training 2004 - 2008
Charles Schwab 1982 - 1992
Skills
Training Delivery, Teaching, Needs Analysis, Organizational..., Leadership Development, Management Development, Career Development, Coaching, Executive Development, Executive Coaching, Small Business, Entrepreneurship, Career Counseling, Start-ups, Training, Public Speaking, Program Management, Nonprofits
Education
College for Financial Planning 2014 — 2015
Registered ParaplannerSM
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
UC Berkeley Extension
Certificate
UC Santa Barbara
Bachelor of Arts (BA)
Lowell High School
Hannah Kaufman & Associates, Inc. 1994 - 2012
Safe Passage Training 2004 - 2008
Charles Schwab 1982 - 1992
Skills
Training Delivery, Teaching, Needs Analysis, Organizational..., Leadership Development, Management Development, Career Development, Coaching, Executive Development, Executive Coaching, Small Business, Entrepreneurship, Career Counseling, Start-ups, Training, Public Speaking, Program Management, Nonprofits
Education
College for Financial Planning 2014 — 2015
Registered ParaplannerSM
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
UC Berkeley Extension
Certificate
UC Santa Barbara
Bachelor of Arts (BA)
Lowell High School
Maggie Pullman Graney CPA's Charles Schwab Experience 1987 - 1990
Job Director, Compliance and Internal Control at California State University, East Bay
Industry Higher Education
Experience
California State University, East Bay July 2012 - Present
California State University, East Bay October 2008 - July 2012
Financial Industry Regulatory Authority 2004 - 2005
McKesson 1995 - 2000
Administrative Office of the Courts, Judicial Council of California 1990 - 1995
Charles Schwab 1987 - 1990
Bank of America 1984 - 1987
Bank of America 1981 - 1984
Skills
California Certified..., Internal Audit, Internal Controls
Education
California State University, East Bay
CPA required Accounting & Business Law courses for the CPA exam
UC Berkeley
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
California State University, East Bay July 2012 - Present
California State University, East Bay October 2008 - July 2012
Financial Industry Regulatory Authority 2004 - 2005
McKesson 1995 - 2000
Administrative Office of the Courts, Judicial Council of California 1990 - 1995
Charles Schwab 1987 - 1990
Bank of America 1984 - 1987
Bank of America 1981 - 1984
Skills
California Certified..., Internal Audit, Internal Controls
Education
California State University, East Bay
CPA required Accounting & Business Law courses for the CPA exam
UC Berkeley
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank