Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Clarence Ho Clarence Ho's Charles Schwab Experience 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Skills
Series 7, Asset Allocation, Series 63, Series 66, AAMS®, CRM, Call Center, Investment Advisory, Customer Experience, Risk Management, Financial Services, Investment Management, Portfolio Management, FINRA, Securities, Microsoft Excel, Series 65, Mutual Funds, ETFs, Relationship Management, Investment Strategies, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Management, Equities, Investments, Fixed Income
Education
University of California, Davis 1995 — 2000
Bachelor, Economics
Charles Schwab 2014 - Present
Skills
Series 7, Asset Allocation, Series 63, Series 66, AAMS®, CRM, Call Center, Investment Advisory, Customer Experience, Risk Management, Financial Services, Investment Management, Portfolio Management, FINRA, Securities, Microsoft Excel, Series 65, Mutual Funds, ETFs, Relationship Management, Investment Strategies, Retirement Planning, Wealth Management, Uniform Combined State..., Asset Management, Equities, Investments, Fixed Income
Education
University of California, Davis 1995 — 2000
Bachelor, Economics
Alicia Faugier Alicia Faugier's Charles Schwab Experience 1991 - 1994
Job Senior Strategic Product & Marketing Communications leader who delivers new programs and builds lines of business
Industry Financial Services
Experience
MUFG Americas November 2012 - Present
Wells Fargo Bank August 2009 - October 2011
Wells Fargo October 2004 - June 2009
Wells Fargo 2009 - 2009
FAL Enterprises 1994 - 2004
Charles Schwab 1991 - 1994
Education
Graduate School Retail Bank Managment 2006 — 2009
POST GRADUATE, Retail Bank Management
University of California, Davis
Bachelor of Arts, Economics
MUFG Americas November 2012 - Present
Wells Fargo Bank August 2009 - October 2011
Wells Fargo October 2004 - June 2009
Wells Fargo 2009 - 2009
FAL Enterprises 1994 - 2004
Charles Schwab 1991 - 1994
Education
Graduate School Retail Bank Managment 2006 — 2009
POST GRADUATE, Retail Bank Management
University of California, Davis
Bachelor of Arts, Economics
Nick Pham Nick Pham's Charles Schwab Experience September 2010 - September 2013
Job Mathematics Tutor at http://www.elitetutoring.co/
Industry Education Management
Experience
Bay Area September 2013 - Present
http://www.elitetutoring.co/ January 2013 - Present
Charles Schwab September 2010 - September 2013
KIPP Foundation December 2011 - June 2012
Skills
Portfolio Management, Investments, Financial Services, Strategy, Algebra, Pre-Algebra
Education
University of California, Davis 1994 — 1999
Bachelor of Education (BEd), Business/Managerial Economics
Bay Area September 2013 - Present
http://www.elitetutoring.co/ January 2013 - Present
Charles Schwab September 2010 - September 2013
KIPP Foundation December 2011 - June 2012
Skills
Portfolio Management, Investments, Financial Services, Strategy, Algebra, Pre-Algebra
Education
University of California, Davis 1994 — 1999
Bachelor of Education (BEd), Business/Managerial Economics
Joe Roberts Joe Roberts's Charles Schwab Experience February 1994 - August 1997
Job President at Core Brands
Industry Electrical/Electronic Manufacturing
Experience
Core Brands September 2013 - Present
eLanguage, LLC October 2004 - Present
J.D. Roberts Group, LLC September 2003 - Present
Corel Corporation March 2009 - September 2011
Cosmi Corporation September 2003 - November 2005
Riverdeep August 2002 - July 2003
Broderbund August 1997 - July 2003
The Learning Company September 1998 - August 2001
Mindscape August 1997 - September 1998
Charles Schwab February 1994 - August 1997
Skills
Google Analytics, Google Adwords, Executive Management, Product Development, Product Management, Private Equity, Start-ups, SaaS, P&L Responsibility, SEO, Acquisitions, Web Services, Web Analytics, International, Team Building, Innovation, Trademarks, E-commerce, Online Marketing, Mergers & Acquisitions, Contract Negotiation, Management, Strategic Partnerships, Marketing, Mobile Applications, User Experience, P&L Management, Leadership, Strategy, Direct Marketing, Brand Development, B2B, Enterprise Software, Multi-channel Marketing, Entrepreneurship, Selling, Competitive Analysis, Sales, International Sales, Team Leadership
Education
University of California, Davis 1988 — 1993
Bachelors, Economics
Core Brands September 2013 - Present
eLanguage, LLC October 2004 - Present
J.D. Roberts Group, LLC September 2003 - Present
Corel Corporation March 2009 - September 2011
Cosmi Corporation September 2003 - November 2005
Riverdeep August 2002 - July 2003
Broderbund August 1997 - July 2003
The Learning Company September 1998 - August 2001
Mindscape August 1997 - September 1998
Charles Schwab February 1994 - August 1997
Skills
Google Analytics, Google Adwords, Executive Management, Product Development, Product Management, Private Equity, Start-ups, SaaS, P&L Responsibility, SEO, Acquisitions, Web Services, Web Analytics, International, Team Building, Innovation, Trademarks, E-commerce, Online Marketing, Mergers & Acquisitions, Contract Negotiation, Management, Strategic Partnerships, Marketing, Mobile Applications, User Experience, P&L Management, Leadership, Strategy, Direct Marketing, Brand Development, B2B, Enterprise Software, Multi-channel Marketing, Entrepreneurship, Selling, Competitive Analysis, Sales, International Sales, Team Leadership
Education
University of California, Davis 1988 — 1993
Bachelors, Economics
Philip Tam Philip Tam's Charles Schwab Experience 2004 - 2006
Job Finance Systems Manager at Kabam
Industry Information Technology and Services
Experience
Kabam February 2014 - Present
Lohika Software Development March 2013 - February 2014
Lucile Packard Children's Hospital March 2012 - February 2013
Children's Hospital Los Angeles February 2010 - December 2011
Union Bank 2009 - 2009
Pictage, Inc. 2006 - 2008
Charles Schwab 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Outlook, Financial Reporting, Forecasting, Business Intelligence, Budgeting, Access, Analysis, Business Process..., Microsoft Office, Financial Management, PowerPoint, Word, Cash Flow, PeopleSoft, Variance Analysis, Cost Analysis, Analytics, Strategic Planning, Business Analysis, Data Analysis, Bloomberg, Corporate Finance, Cohort analysis
Education
University of California, Davis
BA, Economics
Kabam February 2014 - Present
Lohika Software Development March 2013 - February 2014
Lucile Packard Children's Hospital March 2012 - February 2013
Children's Hospital Los Angeles February 2010 - December 2011
Union Bank 2009 - 2009
Pictage, Inc. 2006 - 2008
Charles Schwab 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Outlook, Financial Reporting, Forecasting, Business Intelligence, Budgeting, Access, Analysis, Business Process..., Microsoft Office, Financial Management, PowerPoint, Word, Cash Flow, PeopleSoft, Variance Analysis, Cost Analysis, Analytics, Strategic Planning, Business Analysis, Data Analysis, Bloomberg, Corporate Finance, Cohort analysis
Education
University of California, Davis
BA, Economics
Andrew Mustin's Charles Schwab Experience July 2010 - Present
Job Manager, Corporate Real Estate at Charles Schwab
Industry Real Estate
Experience
Charles Schwab July 2010 - Present
CB Richard Ellis July 2005 - July 2010
Skills
Commercial Real Estate, Corporate Real Estate, Disposition, Leases, Real Estate Transactions, Real Estate Development, Real Estate
Education
Florida International University 2013 — 2014
Master of Science (MS), Real Estate
University of California, Davis 2001 — 2005
Political Science
Charles Schwab July 2010 - Present
CB Richard Ellis July 2005 - July 2010
Skills
Commercial Real Estate, Corporate Real Estate, Disposition, Leases, Real Estate Transactions, Real Estate Development, Real Estate
Education
Florida International University 2013 — 2014
Master of Science (MS), Real Estate
University of California, Davis 2001 — 2005
Political Science
Charles Shutt's Charles Schwab Experience September 2014 - Present
Job Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab October 2011 - October 2014
The Home Depot February 2007 - November 2011
Desert Forest Golf Club October 2001 - October 2006
Education
University of California, Irvine 2009 — 2011
Bachelor of Science (BS)
Brophy College Preparatory 2001 — 2005
High School Diploma
Charles Schwab September 2014 - Present
Charles Schwab October 2011 - October 2014
The Home Depot February 2007 - November 2011
Desert Forest Golf Club October 2001 - October 2006
Education
University of California, Irvine 2009 — 2011
Bachelor of Science (BS)
Brophy College Preparatory 2001 — 2005
High School Diploma
Duncan Wilk, CFP® Duncan Wilk, CFP®'s Charles Schwab Experience May 2008 - April 2014
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2014 - Present
Charles Schwab May 2008 - April 2014
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investments, Asset Allocation, Financial Services, Investment Advisory, 401k, Securities, Investment Strategies
Education
University of California, Davis 1992 — 1997
Managerial Economics, Business
Mercer Advisors May 2014 - Present
Charles Schwab May 2008 - April 2014
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Wealth Management, Retirement, Investments, Asset Allocation, Financial Services, Investment Advisory, 401k, Securities, Investment Strategies
Education
University of California, Davis 1992 — 1997
Managerial Economics, Business
Leah Randolph's Charles Schwab Experience January 2011 - March 2011
Job Independent Contractor
Industry Events Services
Experience
Self Employed June 2015 - Present
The Freeman Company October 2014 - Present
The Freeman Company March 2012 - October 2014
The Freeman Company March 2011 - March 2012
Charles Schwab January 2011 - March 2011
Skills
Trade Shows, Corporate Events, Event Management, Meeting Planning, Event Planning, Account Management, Sponsorship
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Self Employed June 2015 - Present
The Freeman Company October 2014 - Present
The Freeman Company March 2012 - October 2014
The Freeman Company March 2011 - March 2012
Charles Schwab January 2011 - March 2011
Skills
Trade Shows, Corporate Events, Event Management, Meeting Planning, Event Planning, Account Management, Sponsorship
Education
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Maya Gervis Maya Gervis's Charles Schwab Experience 1994 - 2008
Job Private Client Advisor
Industry Financial Services
Experience
Bank of the West April 2011 - Present
Bank of America Merrill Lynch 2008 - 2010
Charles Schwab 1994 - 2008
Skills
Alternative Investments, Wealth Management, Asset Managment, Series 7, Investments, Asset Allocation, Asset Management, Equities
Education
UC Davis
Economics and Russian
University of California, Davis
B.A., Economics and Russian
Bank of the West April 2011 - Present
Bank of America Merrill Lynch 2008 - 2010
Charles Schwab 1994 - 2008
Skills
Alternative Investments, Wealth Management, Asset Managment, Series 7, Investments, Asset Allocation, Asset Management, Equities
Education
UC Davis
Economics and Russian
University of California, Davis
B.A., Economics and Russian
Jeff Oden's Charles Schwab Experience December 1998 - Present
Job
Industry
Experience
Charles Schwab December 1998 - Present
State Compensation Insurance Fund November 1992 - December 1998
Skills
Public Speaking, Research, Program Management, Data Analysis, Event Planning, SQL, Scrum, Certified Scrum Master, Customer Service, Microsoft Office, Strategic Planning
Education
University of California, Davis 1987 — 1991
Bachelor's degree, Agricultural Economics
Charles Schwab December 1998 - Present
State Compensation Insurance Fund November 1992 - December 1998
Skills
Public Speaking, Research, Program Management, Data Analysis, Event Planning, SQL, Scrum, Certified Scrum Master, Customer Service, Microsoft Office, Strategic Planning
Education
University of California, Davis 1987 — 1991
Bachelor's degree, Agricultural Economics
Charles Wetmore Charles Wetmore's Charles Schwab Experience February 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Quest Diagnostics May 2013 - February 2014
Applebee's March 2012 - May 2013
The Dead Fish October 2007 - September 2011
Skills
Series 7, Microsoft Office, Microsoft Excel, PowerPoint, Multi Tasking, Data Reconciliation, Communication, Organization, Data Entry, Leadership, Customer Satisfaction, Banking, Customer Service, Quality Assurance, Data Analysis, Finance, Process Improvement, Microsoft Word
Education
University of California, Davis 2006 — 2012
Bachelor of Arts (BA), Economics
Charles Schwab February 2014 - Present
Quest Diagnostics May 2013 - February 2014
Applebee's March 2012 - May 2013
The Dead Fish October 2007 - September 2011
Skills
Series 7, Microsoft Office, Microsoft Excel, PowerPoint, Multi Tasking, Data Reconciliation, Communication, Organization, Data Entry, Leadership, Customer Satisfaction, Banking, Customer Service, Quality Assurance, Data Analysis, Finance, Process Improvement, Microsoft Word
Education
University of California, Davis 2006 — 2012
Bachelor of Arts (BA), Economics
Khamphoy Sayavong Khamphoy Sayavong's Charles Schwab Experience September 2009 - September 2013
Job Employee Relations Business Partner at Apple
Industry Information Technology and Services
Experience
Apple October 2013 - Present
Charles Schwab September 2009 - September 2013
Charles Schwab January 2008 - September 2009
Charles Schwab October 2006 - January 2008
Overlap - Additional June 2003 - September 2006
Newark Store June 2002 - September 2006
Skills
Organizational..., Employee Relations, Employee Engagement, Coaching, Performance Management, Public Speaking, Talent Management, Leadership, Conflict Resolution, Change Management, Succession Planning, Onboarding, Team Building, Personnel Management, Human Resources, Employee Training, Leadership Development, Motivational Speaking, Training, Recruiting, Workforce Planning, Strategy, Organizational Design, Management, Process Improvement, Policy, Career Development, Temporary Placement, Talent Acquisition, Organizational...
Education
University of San Francisco 2004 — 2006
Master of Science in Organizational Development (MSOD), Organizational Development
University of California, Davis 1993 — 1998
Bachelor of Arts in Psychology &, Bachelor of Arts in History
Apple October 2013 - Present
Charles Schwab September 2009 - September 2013
Charles Schwab January 2008 - September 2009
Charles Schwab October 2006 - January 2008
Overlap - Additional June 2003 - September 2006
Newark Store June 2002 - September 2006
Skills
Organizational..., Employee Relations, Employee Engagement, Coaching, Performance Management, Public Speaking, Talent Management, Leadership, Conflict Resolution, Change Management, Succession Planning, Onboarding, Team Building, Personnel Management, Human Resources, Employee Training, Leadership Development, Motivational Speaking, Training, Recruiting, Workforce Planning, Strategy, Organizational Design, Management, Process Improvement, Policy, Career Development, Temporary Placement, Talent Acquisition, Organizational...
Education
University of San Francisco 2004 — 2006
Master of Science in Organizational Development (MSOD), Organizational Development
University of California, Davis 1993 — 1998
Bachelor of Arts in Psychology &, Bachelor of Arts in History
Kenneth Kin Nun Sung Kenneth Kin Nun Sung's Charles Schwab Experience November 2007 - August 2008
Job Senior Fraud Analyst at HotelTonight
Industry Internet
Experience
HotelTonight May 2014 - Present
Ingenio October 2010 - May 2014
Google December 2008 - June 2011
Charles Schwab November 2007 - August 2008
Alfa Tech August 2006 - September 2006
Skills
SQL, VBA, Data Analysis, Analysis, Microsoft Excel, Finance, Leadership, E-commerce, Strategy, Analytics, Product Management, Financial Risk
Education
University of California, Davis 2003 — 2007
Bachelors of Arts, Economics
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
HotelTonight May 2014 - Present
Ingenio October 2010 - May 2014
Google December 2008 - June 2011
Charles Schwab November 2007 - August 2008
Alfa Tech August 2006 - September 2006
Skills
SQL, VBA, Data Analysis, Analysis, Microsoft Excel, Finance, Leadership, E-commerce, Strategy, Analytics, Product Management, Financial Risk
Education
University of California, Davis 2003 — 2007
Bachelors of Arts, Economics
University of California, Davis 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
Chris Chung Chris Chung's Charles Schwab Experience 2001 - 2001
Job Managing Director
Industry Real Estate
Experience
KL Capital Partners 2012 - Present
US Navy 2009 - Present
L2F Inc. 2012 - 2013
Altius Enterprises 2005 - 2011
AMSI 2005 - 2006
Charles Schwab 2001 - 2001
Skills
Policy Analysis, Business Development, Financial Modeling, Strategic Planning, Management Consulting, Entrepreneurship, Investments, Data Analysis, Leadership, Analysis, Program Management, Strategy, Operations Management, Product Management, Training, Healthcare, Government, Project Management, Cross-functional Team..., Management, Business Strategy
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
University of California, San Francisco
Doctor of Dental Surgery
University of California, Davis
BS, Biological Sciences (Neurology, Physiology, & Behavior emphasis)
KL Capital Partners 2012 - Present
US Navy 2009 - Present
L2F Inc. 2012 - 2013
Altius Enterprises 2005 - 2011
AMSI 2005 - 2006
Charles Schwab 2001 - 2001
Skills
Policy Analysis, Business Development, Financial Modeling, Strategic Planning, Management Consulting, Entrepreneurship, Investments, Data Analysis, Leadership, Analysis, Program Management, Strategy, Operations Management, Product Management, Training, Healthcare, Government, Project Management, Cross-functional Team..., Management, Business Strategy
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management
University of California, San Francisco
Doctor of Dental Surgery
University of California, Davis
BS, Biological Sciences (Neurology, Physiology, & Behavior emphasis)
Mario Ernesto Lopez Mario Ernesto Lopez's Charles Schwab Experience November 2010 - July 2012
Job Intern, National Economic Council at The White House
Industry Law Practice
Experience
UC Hastings College of the Law August 2012 - May 2015
The White House September 2014 - December 2014
San Mateo County District Attorney's Office May 2014 - August 2014
Verizon June 2013 - August 2013
Charles Schwab November 2010 - July 2012
College of Marin Foundation October 2008 - February 2012
Union Bank April 2008 - November 2010
First Republic Bank October 2007 - April 2008
Bank of America June 2002 - June 2007
United States Senate January 2007 - March 2007
Skills
Public Speaking, English-Spanish, Sales, Client Development, Business Development, Government, Microsoft Office, Legal Research, Editing, Finance, Event Planning, Fundraising, Public Relations, Westlaw, Community Outreach, Research, Investments, Nonprofits, Data Analysis, Spanish, CRM
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
University of California, Davis
Bachelor of Arts (B.A.), Political Science
UC Hastings College of the Law August 2012 - May 2015
The White House September 2014 - December 2014
San Mateo County District Attorney's Office May 2014 - August 2014
Verizon June 2013 - August 2013
Charles Schwab November 2010 - July 2012
College of Marin Foundation October 2008 - February 2012
Union Bank April 2008 - November 2010
First Republic Bank October 2007 - April 2008
Bank of America June 2002 - June 2007
United States Senate January 2007 - March 2007
Skills
Public Speaking, English-Spanish, Sales, Client Development, Business Development, Government, Microsoft Office, Legal Research, Editing, Finance, Event Planning, Fundraising, Public Relations, Westlaw, Community Outreach, Research, Investments, Nonprofits, Data Analysis, Spanish, CRM
Education
University of California, Hastings College of the Law 2012 — 2015
Doctor of Law (J.D.)
University of California, Davis
Bachelor of Arts (B.A.), Political Science
Jenny Phu Jenny Phu's Charles Schwab Experience July 2005 - February 2009
Job Web Communications and Business Analyst at Administrative Office of the Courts
Industry Graphic Design
Experience
Administrative Office of the Courts February 2009 - Present
Charles Schwab July 2005 - February 2009
Charles Schwab January 2005 - July 2005
Japanese Exchange Teaching Program (JET) August 2003 - September 2004
UC Davis Entertainment Council September 2001 - September 2003
Artsbridge, Inc. October 2001 - June 2003
The California Aggie June 2001 - June 2003
Skills
Word, Photoshop, Excel, Illustrator, PowerPoint, Adobe Acrobat, InDesign, Mac, Dreamweaver, Microsoft Office, Social Media, Writing, Public Speaking, Event Planning, HTML, Research, Editing, CSS, Graphic Design, Newsletters, Marketing Communications, Photography, Outlook, Copywriting, Social Media Marketing, Facebook, Online Marketing, Content Management, Web Development, Web Design, Training, WordPress, Management, Marketing, Nonprofits, Project Management, Layout, Social Networking
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Environmental Design - Visual Communication & Publications Graphic Design
Bay Area Medical Academy 2012 — 2012
Certified Phlebotomy Training, Phlebotomy Technician/Phlebotomist
Miramonte 1995 — 1999
Administrative Office of the Courts February 2009 - Present
Charles Schwab July 2005 - February 2009
Charles Schwab January 2005 - July 2005
Japanese Exchange Teaching Program (JET) August 2003 - September 2004
UC Davis Entertainment Council September 2001 - September 2003
Artsbridge, Inc. October 2001 - June 2003
The California Aggie June 2001 - June 2003
Skills
Word, Photoshop, Excel, Illustrator, PowerPoint, Adobe Acrobat, InDesign, Mac, Dreamweaver, Microsoft Office, Social Media, Writing, Public Speaking, Event Planning, HTML, Research, Editing, CSS, Graphic Design, Newsletters, Marketing Communications, Photography, Outlook, Copywriting, Social Media Marketing, Facebook, Online Marketing, Content Management, Web Development, Web Design, Training, WordPress, Management, Marketing, Nonprofits, Project Management, Layout, Social Networking
Education
University of California, Davis 1999 — 2004
Bachelor of Science, Environmental Design - Visual Communication & Publications Graphic Design
Bay Area Medical Academy 2012 — 2012
Certified Phlebotomy Training, Phlebotomy Technician/Phlebotomist
Miramonte 1995 — 1999
Chris Lieu Chris Lieu's Charles Schwab Experience February 2000 - February 2010
Job CTI Network Engineer at Wells Fargo Bank
Industry Telecommunications
Experience
Wells Fargo Bank November 2011 - Present
AT&T May 2010 - November 2011
Charles Schwab February 2000 - February 2010
Periphonics (now part of Nortel) September 1998 - November 2000
Education
University of California, Davis 1993 — 1998
Bachelor of Science, Computer Science
Wells Fargo Bank November 2011 - Present
AT&T May 2010 - November 2011
Charles Schwab February 2000 - February 2010
Periphonics (now part of Nortel) September 1998 - November 2000
Education
University of California, Davis 1993 — 1998
Bachelor of Science, Computer Science
Angela Chim Angela Chim's Charles Schwab Experience May 2014 - March 2015
Job Director, Vendor Management at Lending Club
Industry Financial Services
Experience
Lending Club April 2015 - Present
Charles Schwab May 2014 - March 2015
Charles Schwab June 2011 - April 2014
Convergent Laser Technologies August 1998 - July 2010
Oregon Healthcare Association January 1998 - May 1998
Skills
Business Analysis, Product Management, Sourcing, Procurement, Strategy, Management, Business Process..., Marketing, Financial Services, Project Management, Vendor Management, Product Development, Cross-functional Team..., Program Management, Strategic Partnerships, Process Improvement, Strategic Planning
Education
Northwestern School of Law of Lewis & Clark College
Juris Doctor (J.D.), Law
University of California, Davis
A.B., International Relations (emphasis in World Trade and Development)
Lending Club April 2015 - Present
Charles Schwab May 2014 - March 2015
Charles Schwab June 2011 - April 2014
Convergent Laser Technologies August 1998 - July 2010
Oregon Healthcare Association January 1998 - May 1998
Skills
Business Analysis, Product Management, Sourcing, Procurement, Strategy, Management, Business Process..., Marketing, Financial Services, Project Management, Vendor Management, Product Development, Cross-functional Team..., Program Management, Strategic Partnerships, Process Improvement, Strategic Planning
Education
Northwestern School of Law of Lewis & Clark College
Juris Doctor (J.D.), Law
University of California, Davis
A.B., International Relations (emphasis in World Trade and Development)
Scott Snider Scott Snider's Charles Schwab Experience April 2006 - May 2009
Job Software Engineer at Vantage Sports Inc.
Industry Computer Software
Experience
Vantage Sports Inc. September 2014 - Present
Golden Gate Sport and Social Club September 2012 - Present
Four Sheets Sports LLC May 2008 - Present
Hack Reactor April 2014 - August 2014
Charles Schwab April 2006 - May 2009
Skills
Entrepreneurship, Social Networking, Social Media Marketing, Marketing Strategy, Social Media, Website Development, Data Analysis, Mutual Funds, Web Design, Facebook, Event Management, Website Updating, Website Building, Website Creation, Time Management, Social Skills, Training, Customer Service, Investments, Retirement Planning, JavaScript, Node.js, AngularJS, MySQL, MongoDB, PostgreSQL, Ruby on Rails
Education
University of California, Davis 2000 — 2004
B.S., Mangerial Economics
Vantage Sports Inc. September 2014 - Present
Golden Gate Sport and Social Club September 2012 - Present
Four Sheets Sports LLC May 2008 - Present
Hack Reactor April 2014 - August 2014
Charles Schwab April 2006 - May 2009
Skills
Entrepreneurship, Social Networking, Social Media Marketing, Marketing Strategy, Social Media, Website Development, Data Analysis, Mutual Funds, Web Design, Facebook, Event Management, Website Updating, Website Building, Website Creation, Time Management, Social Skills, Training, Customer Service, Investments, Retirement Planning, JavaScript, Node.js, AngularJS, MySQL, MongoDB, PostgreSQL, Ruby on Rails
Education
University of California, Davis 2000 — 2004
B.S., Mangerial Economics
Al Adamsen's Charles Schwab Experience March 1993 - February 1994
Job Innovator & Advocate for Humane Talent Management Practices: Coach, Speaker, Writer, Facilitator, & Advisor
Industry Management Consulting
Experience
Talent Strategy Institute January 2008 - Present
People-Centered Strategies March 2000 - Present
Positive Coaching Alliance September 2006 - Present
Character Combine June 2007 - Present
Kenexa March 2008 - February 2009
Infohrm May 2006 - May 2007
Gap Inc. 2004 - 2006
ClearWater January 1997 - March 2000
Ernst & Young March 1994 - January 1997
Charles Schwab March 1993 - February 1994
Skills
Workforce Planning, Talent Management, Performance Management, Organizational..., Succession Planning, Employee Engagement, 360 Feedback, Talent Acquisition, Executive Development, Executive Coaching, Human Resources, Coaching, Strategic Planning, Organizational..., Change Management, HR Transformation, Training, Employee Relations, Human Capital, Leadership Development, Recruiting, Employer Branding, Onboarding, Business Strategy, Leadership, Management Consulting, Organizational Design, Analytics, Culture Change, Workforce Analytics, Data Visualization, Forecasting & Prediction, Workforce Management, Talent Strategy, Workforce Intelligence, Strategy Measurement &..., Public Speaking, Corporate Social..., Diversity & Inclusion, Executive Management, HR Technology, Talent Assessment &..., Team Facilitation, Social Media, Performance Psychology, Sports Psychology, Employee Surveys, Emotional Intelligence, Lominger Competencies, Management
Education
University of San Francisco
Master of Science (M.S.), Organizational Development
University of California, Davis 1986 — 1989
1989, Economics
St. Paul H.S.
Talent Strategy Institute January 2008 - Present
People-Centered Strategies March 2000 - Present
Positive Coaching Alliance September 2006 - Present
Character Combine June 2007 - Present
Kenexa March 2008 - February 2009
Infohrm May 2006 - May 2007
Gap Inc. 2004 - 2006
ClearWater January 1997 - March 2000
Ernst & Young March 1994 - January 1997
Charles Schwab March 1993 - February 1994
Skills
Workforce Planning, Talent Management, Performance Management, Organizational..., Succession Planning, Employee Engagement, 360 Feedback, Talent Acquisition, Executive Development, Executive Coaching, Human Resources, Coaching, Strategic Planning, Organizational..., Change Management, HR Transformation, Training, Employee Relations, Human Capital, Leadership Development, Recruiting, Employer Branding, Onboarding, Business Strategy, Leadership, Management Consulting, Organizational Design, Analytics, Culture Change, Workforce Analytics, Data Visualization, Forecasting & Prediction, Workforce Management, Talent Strategy, Workforce Intelligence, Strategy Measurement &..., Public Speaking, Corporate Social..., Diversity & Inclusion, Executive Management, HR Technology, Talent Assessment &..., Team Facilitation, Social Media, Performance Psychology, Sports Psychology, Employee Surveys, Emotional Intelligence, Lominger Competencies, Management
Education
University of San Francisco
Master of Science (M.S.), Organizational Development
University of California, Davis 1986 — 1989
1989, Economics
St. Paul H.S.
Thanh Le, CPA Thanh Le, CPA's Charles Schwab Experience December 2002 - February 2005
Job Business Finance Senior Analyst at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company December 2012 - Present
Pacific Gas and Electric Company April 2011 - December 2012
Pisces, Inc. February 2005 - April 2011
Charles Schwab December 2002 - February 2005
Skills
Financial Modeling, Financial Analysis, SAP, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, SAP BW, Business Analysis, Energy Policy, Analysis, Business Process..., Accounting, SAP R/3, Microsoft Excel, Capital Budgeting, Budgets
Education
UC Berkeley Haas School of Business
Bachelor of Science (BS), Business Administration
Pacific Gas and Electric Company December 2012 - Present
Pacific Gas and Electric Company April 2011 - December 2012
Pisces, Inc. February 2005 - April 2011
Charles Schwab December 2002 - February 2005
Skills
Financial Modeling, Financial Analysis, SAP, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, SAP BW, Business Analysis, Energy Policy, Analysis, Business Process..., Accounting, SAP R/3, Microsoft Excel, Capital Budgeting, Budgets
Education
UC Berkeley Haas School of Business
Bachelor of Science (BS), Business Administration
Francesca Englert Francesca Englert's Charles Schwab Experience August 1999 - June 2005
Job Territory Sales Manager Northern California at PDI
Industry Medical Devices
Experience
PDI June 2013 - Present
DePuy Mitek, Johnson & Johnson June 2005 - Present
Charles Schwab August 1999 - June 2005
Skills
Triathlon, Sales, Medical Devices, Product Management, Sales Force Development, Biotechnology, Marketing Strategy, Orthopedic, Strategic Partnerships, Product Marketing, Leadership, Product Launch, Marketing, Cross-functional Team..., Negotiation
Education
University of California, Davis
BS, Managerial Economics
PDI June 2013 - Present
DePuy Mitek, Johnson & Johnson June 2005 - Present
Charles Schwab August 1999 - June 2005
Skills
Triathlon, Sales, Medical Devices, Product Management, Sales Force Development, Biotechnology, Marketing Strategy, Orthopedic, Strategic Partnerships, Product Marketing, Leadership, Product Launch, Marketing, Cross-functional Team..., Negotiation
Education
University of California, Davis
BS, Managerial Economics
Chris Helmick's Charles Schwab Experience January 2002 - January 2003
Job Vice President Underwriting at GE Capital
Industry Financial Services
Experience
GE Capital August 2015 - Present
GE Capital April 2012 - July 2015
GE Capital January 2011 - March 2012
GE Capital April 2009 - December 2010
GE Capital August 2006 - April 2009
CIT March 2003 - July 2006
Charles Schwab January 2002 - January 2003
Oracle Corporation January 1998 - May 2001
Skills
Portfolio Management, Financial Modeling, Credit Analysis, Underwriting, Financial Analysis, Credit, Credit Risk, Commercial Lending, Risk Management, Banking, Corporate Finance, Loans, Negotiation, Commercial Banking, Finance, Financial Risk
Education
University of California, Davis
Bachelor of Arts, International Relations
GE Capital August 2015 - Present
GE Capital April 2012 - July 2015
GE Capital January 2011 - March 2012
GE Capital April 2009 - December 2010
GE Capital August 2006 - April 2009
CIT March 2003 - July 2006
Charles Schwab January 2002 - January 2003
Oracle Corporation January 1998 - May 2001
Skills
Portfolio Management, Financial Modeling, Credit Analysis, Underwriting, Financial Analysis, Credit, Credit Risk, Commercial Lending, Risk Management, Banking, Corporate Finance, Loans, Negotiation, Commercial Banking, Finance, Financial Risk
Education
University of California, Davis
Bachelor of Arts, International Relations
Sidney Keizer Sidney Keizer's Charles Schwab Experience January 2000 - December 2007
Job Technology Consultant Microsoft Stack
Industry Financial Services
Experience
DesignMind April 2009 - Present
Novato Little League North February 2013 - Present
OneLegal May 2009 - August 2011
HydroPoint Data Systems January 2008 - November 2008
Charles Schwab January 2000 - December 2007
Charles Schwab 1998 - 2000
Charles Schwab 1994 - 1998
Coopers & Lybrand Consulting 1991 - 1993
Skills
Microsoft SQL Server, Agile Methodologies, Business Intelligence, Visual Studio, SQL, ASP.NET, Process Improvement, SSRS, SSIS, ETL, Perforce, XML, Subversion, Databases, SDLC, SharePoint, JIRA, Software Development, Scrum, Quality Assurance, TFS, CSS3, Agile Project Management, Crystal Reports, Visio, CSS, Database Design, MVC, REST, WCF, Enterprise Software, .NET, Software Documentation, Business Process, JavaScript, Program Management, Pivotal Tracker, Umbraco, WCF Services, T-SQL, Data Warehousing, Oracle, Web Services, Business Analysis, C#, Web Applications, SQL Server 2005/2008, HubSpot, PowerPivot, PowerView
Education
University of Oregon 1985 — 1989
BA, Communications and Finance
UC Davis 1987 — 1988
Summer, Economics
DesignMind April 2009 - Present
Novato Little League North February 2013 - Present
OneLegal May 2009 - August 2011
HydroPoint Data Systems January 2008 - November 2008
Charles Schwab January 2000 - December 2007
Charles Schwab 1998 - 2000
Charles Schwab 1994 - 1998
Coopers & Lybrand Consulting 1991 - 1993
Skills
Microsoft SQL Server, Agile Methodologies, Business Intelligence, Visual Studio, SQL, ASP.NET, Process Improvement, SSRS, SSIS, ETL, Perforce, XML, Subversion, Databases, SDLC, SharePoint, JIRA, Software Development, Scrum, Quality Assurance, TFS, CSS3, Agile Project Management, Crystal Reports, Visio, CSS, Database Design, MVC, REST, WCF, Enterprise Software, .NET, Software Documentation, Business Process, JavaScript, Program Management, Pivotal Tracker, Umbraco, WCF Services, T-SQL, Data Warehousing, Oracle, Web Services, Business Analysis, C#, Web Applications, SQL Server 2005/2008, HubSpot, PowerPivot, PowerView
Education
University of Oregon 1985 — 1989
BA, Communications and Finance
UC Davis 1987 — 1988
Summer, Economics
Connie Yaeger PMP, CSM Connie Yaeger PMP, CSM's Charles Schwab Experience February 1996 - July 2008
Job Lead Project Manager
Industry Information Technology and Services
Experience
Rose International December 2014 - Present
Key Plays Consulting Inc. 2009 - 2015
Wells Fargo/Client the Ascent Services Group 2014 - December 2014
Bank of the West 2013 - July 2014
Sutter Health 2013 - 2013
Rose International 2012 - November 2012
Blue Shield of California 2012 - 2012
Wells Fargo Bank June 2010 - November 2011
Dolby Laboratories 2008 - November 2008
Charles Schwab February 1996 - July 2008
Skills
Project Management..., Business Process..., Content Management and..., Software Project..., Risk Management, Communications Writing, Business Change..., Collaborative Problem..., Quality Standards..., Quality Control, Project Management, Program Management, Change Management, Management, Vendor Management, Process Improvement, SDLC, Project Portfolio..., Team Leadership, Resource Management, PMP, SharePoint
Education
University of California, Davis
B.S.
Rose International December 2014 - Present
Key Plays Consulting Inc. 2009 - 2015
Wells Fargo/Client the Ascent Services Group 2014 - December 2014
Bank of the West 2013 - July 2014
Sutter Health 2013 - 2013
Rose International 2012 - November 2012
Blue Shield of California 2012 - 2012
Wells Fargo Bank June 2010 - November 2011
Dolby Laboratories 2008 - November 2008
Charles Schwab February 1996 - July 2008
Skills
Project Management..., Business Process..., Content Management and..., Software Project..., Risk Management, Communications Writing, Business Change..., Collaborative Problem..., Quality Standards..., Quality Control, Project Management, Program Management, Change Management, Management, Vendor Management, Process Improvement, SDLC, Project Portfolio..., Team Leadership, Resource Management, PMP, SharePoint
Education
University of California, Davis
B.S.
Ray Maulino Ray Maulino's Charles Schwab Experience May 2000 - May 2008
Job Sr. Voice & Network Engineer at San Francisco International Airport
Industry Information Technology and Services
Experience
San Francisco International Airport (via AdvanTel) January 2011 - Present
Apple June 2008 - December 2010
Charles Schwab May 2000 - May 2008
Gap Inc. March 1993 - April 2000
IBM - ROLM October 1989 - March 1993
Skills
VoIP, Telecommunications, Video Conferencing, Avaya, Call Centers, Unified Communications, Telephony, SIP, IVR, LAN-WAN, IP, WAN, Switches, Contact Centers, MPLS, Network Design, Cisco Technologies
Education
University of California, Davis
BS, Managerial Economics
San Francisco International Airport (via AdvanTel) January 2011 - Present
Apple June 2008 - December 2010
Charles Schwab May 2000 - May 2008
Gap Inc. March 1993 - April 2000
IBM - ROLM October 1989 - March 1993
Skills
VoIP, Telecommunications, Video Conferencing, Avaya, Call Centers, Unified Communications, Telephony, SIP, IVR, LAN-WAN, IP, WAN, Switches, Contact Centers, MPLS, Network Design, Cisco Technologies
Education
University of California, Davis
BS, Managerial Economics
Art Chung Art Chung's Charles Schwab Experience 2014 - Present
Job Director, Corporate Strategy at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab 2014 - Present
A.T. Kearney 2007 - 2014
Charles Schwab 2000 - 2005
Skills
Project Management, Product Development, Management Consulting, Strategy, Business Strategy, Financial Modeling, Business Transformation, Acquisition Integration, Organizational Design, Business Process..., Competitive Analysis, Market Entry, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Analytics, Change Management, Strategic Consulting, Financial Analysis, Management, Leadership, Strategic Planning, Program Management, Executive Management, Process Improvement, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA, General Management
University of California, Davis 1996 — 2000
B.S., Managerial Economics
Charles Schwab 2014 - Present
A.T. Kearney 2007 - 2014
Charles Schwab 2000 - 2005
Skills
Project Management, Product Development, Management Consulting, Strategy, Business Strategy, Financial Modeling, Business Transformation, Acquisition Integration, Organizational Design, Business Process..., Competitive Analysis, Market Entry, Corporate Development, Valuation, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Analytics, Change Management, Strategic Consulting, Financial Analysis, Management, Leadership, Strategic Planning, Program Management, Executive Management, Process Improvement, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA, General Management
University of California, Davis 1996 — 2000
B.S., Managerial Economics
Matthew Downing Matthew Downing's Charles Schwab Experience 1998 - 1999
Job Financial Analyst at MUFG in the Americas
Industry Financial Services
Experience
MUFG in the Americas July 2015 - Present
E*TRADE Financial Corp March 2010 - July 2015
Alliant Insurance A Blackstone Group Company July 2005 - August 2009
Computershare April 2003 - May 2004
Wells Fargo September 2001 - November 2002
Charles Schwab 1998 - 1999
Skills
Forecasting, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Risk Management, Data Analysis, Microsoft Excel, Business Analysis, Business Process..., Strategic Planning, Process Improvement, Cross-functional Team..., Financial Services, Leadership, Volunteer Management
Education
University of California, Davis 1997 — 2001
BA, Economics
MUFG in the Americas July 2015 - Present
E*TRADE Financial Corp March 2010 - July 2015
Alliant Insurance A Blackstone Group Company July 2005 - August 2009
Computershare April 2003 - May 2004
Wells Fargo September 2001 - November 2002
Charles Schwab 1998 - 1999
Skills
Forecasting, Financial Analysis, Corporate Finance, Financial Modeling, Finance, Risk Management, Data Analysis, Microsoft Excel, Business Analysis, Business Process..., Strategic Planning, Process Improvement, Cross-functional Team..., Financial Services, Leadership, Volunteer Management
Education
University of California, Davis 1997 — 2001
BA, Economics
Chris Carisetti Chris Carisetti's Charles Schwab Experience 2000 - Present
Job
Industry Financial Services
Experience
Charles Schwab 2000 - Present
Skills
Integrated Marketing, Financial Services, Marketing, Customer Acquisition, Market Planning, Segmentation, Series 7, Mutual Funds, Relationship Management, Brand Awareness, Series 24, Direct Marketing, Relationship Marketing, Lead Generation, Field Marketing, Marketing Management, Mergers, FINRA, Positioning, Strategic Financial..., Strategic Partnerships, Competitive Analysis, Sales Support Tools, Team Leadership, Team Building, Cross-functional Team..., Strategic Thinking, Strategic Leadership, Development of..., Event Management, Crisis Communications, Local Marketing, Local Advertising, Localization, Financial Advisory, Investment Advisory..., Personal Branding, Management, Marketing Strategy, Product Marketing, Marketing Communications, Leadership, Retail, Mobile Marketing, Strategy
Education
University of San Francisco 1998 — 2002
MBA
University of California, Davis 1983 — 1987
Bachelor of Arts (B.A.)
Charles Schwab 2000 - Present
Skills
Integrated Marketing, Financial Services, Marketing, Customer Acquisition, Market Planning, Segmentation, Series 7, Mutual Funds, Relationship Management, Brand Awareness, Series 24, Direct Marketing, Relationship Marketing, Lead Generation, Field Marketing, Marketing Management, Mergers, FINRA, Positioning, Strategic Financial..., Strategic Partnerships, Competitive Analysis, Sales Support Tools, Team Leadership, Team Building, Cross-functional Team..., Strategic Thinking, Strategic Leadership, Development of..., Event Management, Crisis Communications, Local Marketing, Local Advertising, Localization, Financial Advisory, Investment Advisory..., Personal Branding, Management, Marketing Strategy, Product Marketing, Marketing Communications, Leadership, Retail, Mobile Marketing, Strategy
Education
University of San Francisco 1998 — 2002
MBA
University of California, Davis 1983 — 1987
Bachelor of Arts (B.A.)
Ron Toll Ron Toll's Charles Schwab Experience September 2007 - November 2014
Job Equity Portfolio Manager and Operations Manager
Industry Investment Management
Experience
Charles Schwab September 2007 - November 2014
Charles Schwab January 2005 - September 2007
Charles Schwab September 2000 - January 2005
Charles Schwab March 1998 - September 2000
Skills
Portfolio Management, Analysis, Tax loss harvesting, Corporate actio, Securities Lending, Rebalancing, Charles River IMS, Bloomberg, Trading, FX Trading
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Charles Schwab September 2007 - November 2014
Charles Schwab January 2005 - September 2007
Charles Schwab September 2000 - January 2005
Charles Schwab March 1998 - September 2000
Skills
Portfolio Management, Analysis, Tax loss harvesting, Corporate actio, Securities Lending, Rebalancing, Charles River IMS, Bloomberg, Trading, FX Trading
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Kristal Dehnad, CFA, CAIA Kristal Dehnad, CFA, CAIA's Charles Schwab Experience December 2000 - February 2004
Job Managing Director Partner Relations and Programs at Stanford Management Company
Industry Higher Education
Experience
Stanford Management Company November 2013 - Present
Stanford Management Company September 2011 - October 2013
Stanford Management Company August 2008 - August 2011
Stanford Management Company July 2006 - July 2008
Design Within Reach December 2004 - June 2006
Charles Schwab December 2000 - February 2004
QRS Corporation June 1997 - November 2000
Skills
Business Strategy, Analysis, Budgets, Forecasting, Management, Accounting, Financial Modeling, Retail, Due Diligence, Financial Reporting, Project Management, Strategic Financial..., Business Intelligence, Finance, Asset Managment, Corporate Finance, Project Planning, Financial Analysis, Investments, Strategy, Asset Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Davis
Bachelors of Science
Stanford Management Company November 2013 - Present
Stanford Management Company September 2011 - October 2013
Stanford Management Company August 2008 - August 2011
Stanford Management Company July 2006 - July 2008
Design Within Reach December 2004 - June 2006
Charles Schwab December 2000 - February 2004
QRS Corporation June 1997 - November 2000
Skills
Business Strategy, Analysis, Budgets, Forecasting, Management, Accounting, Financial Modeling, Retail, Due Diligence, Financial Reporting, Project Management, Strategic Financial..., Business Intelligence, Finance, Asset Managment, Corporate Finance, Project Planning, Financial Analysis, Investments, Strategy, Asset Management, Financial Planning
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Davis
Bachelors of Science
Kevin Dorwin Kevin Dorwin's Charles Schwab Experience 1997 - 2001
Job Bingham Osborn & Scarborough
Industry Investment Management
Experience
Bingham, Osborn & Scarborough June 2004 - Present
Buck Institute for Research on Aging December 2013 - 2014
Blind Babies Foundation 2004 - 2009
Mattel 2002 - 2003
Charles Schwab 1997 - 2001
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of California, Davis 1992 — 1997
BS, Managerial Economics
Bingham, Osborn & Scarborough June 2004 - Present
Buck Institute for Research on Aging December 2013 - 2014
Blind Babies Foundation 2004 - 2009
Mattel 2002 - 2003
Charles Schwab 1997 - 2001
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA
University of California, Davis 1992 — 1997
BS, Managerial Economics
David Quinonez David Quinonez's Charles Schwab Experience March 2003 - September 2004
Job Commercial Real Estate Broker at NAI Benchmark
Industry Real Estate
Experience
NAI Benchmark October 2010 - Present
Sentinel Rock Realty Trust April 2010 - October 2010
Coldwell Banker Vinson Chase September 2004 - April 2010
Charles Schwab March 2003 - September 2004
Montgomery Asset Management June 2000 - March 2003
Skills
Investment Properties, Real Estate Transactions, Real Estate Development, Real Estate, Commercial Real Estate, Property Management, Investments, Management
Education
UC Davis 1994 — 2000
Bachelor of Science (BS), Mathematics
UC Davis 1994 — 2000
Bachelor of Arts (B.A.), Economics
NAI Benchmark October 2010 - Present
Sentinel Rock Realty Trust April 2010 - October 2010
Coldwell Banker Vinson Chase September 2004 - April 2010
Charles Schwab March 2003 - September 2004
Montgomery Asset Management June 2000 - March 2003
Skills
Investment Properties, Real Estate Transactions, Real Estate Development, Real Estate, Commercial Real Estate, Property Management, Investments, Management
Education
UC Davis 1994 — 2000
Bachelor of Science (BS), Mathematics
UC Davis 1994 — 2000
Bachelor of Arts (B.A.), Economics
Natalie Wolfman Natalie Wolfman's Charles Schwab Experience January 2004 - June 2004
Job Senior Recruiter (Contract) at MediaMath
Industry Marketing and Advertising
Experience
MediaMath September 2014 - Present
Responsys June 2012 - April 2014
Exent Technologies November 2007 - December 2010
Flagship Studios / Ping0 November 2006 - December 2006
Lucasfilm Entertainment Company Ltd April 2006 - November 2006
American Express June 2004 - December 2005
Charles Schwab January 2004 - June 2004
FedEx Trade Networks January 2003 - August 2003
Mattel Interactive October 1999 - October 2000
Skills
Recruiting, Marketing, CRM, Email Marketing, Marketing Strategy, Strategy, Leadership, Employee Training, Sourcing, Product Marketing, Strategic Partnerships, Business Development, Business Strategy, Start-ups, Program Management, Online Marketing, Analytics, Sales Operations, Management, Marketing Communications, SaaS, Sales, Account Management, Strategic Planning, Advertising, Sales Management, Applicant Tracking..., Digital Marketing, Executive Recruiting, Adtech, Employer Branding
Education
University of South Carolina - The Moore School of Business 1996 — 1998
MBA, International Business
University of California, Davis 1988 — 1991
BA, International Relations, Spanish
UC Irvine 1987 — 1988
Political Science. Dance
MediaMath September 2014 - Present
Responsys June 2012 - April 2014
Exent Technologies November 2007 - December 2010
Flagship Studios / Ping0 November 2006 - December 2006
Lucasfilm Entertainment Company Ltd April 2006 - November 2006
American Express June 2004 - December 2005
Charles Schwab January 2004 - June 2004
FedEx Trade Networks January 2003 - August 2003
Mattel Interactive October 1999 - October 2000
Skills
Recruiting, Marketing, CRM, Email Marketing, Marketing Strategy, Strategy, Leadership, Employee Training, Sourcing, Product Marketing, Strategic Partnerships, Business Development, Business Strategy, Start-ups, Program Management, Online Marketing, Analytics, Sales Operations, Management, Marketing Communications, SaaS, Sales, Account Management, Strategic Planning, Advertising, Sales Management, Applicant Tracking..., Digital Marketing, Executive Recruiting, Adtech, Employer Branding
Education
University of South Carolina - The Moore School of Business 1996 — 1998
MBA, International Business
University of California, Davis 1988 — 1991
BA, International Relations, Spanish
UC Irvine 1987 — 1988
Political Science. Dance
Cathy Gumina Odom Cathy Gumina Odom's Charles Schwab Experience December 1999 - June 2001
Job Technical Support Specialist at Intermedia
Industry Computer Software
Experience
Intermedia April 2015 - Present
Diamond Engineering Services June 2012 - Present
Autodesk September 2007 - April 2012
City of Napa June 2001 - August 2007
Charles Schwab December 1999 - June 2001
EDS (formerly MCI Systemhouse) November 1998 - December 1999
Apple (MarketSource Contract) 1997 - 1998
Verio (Tabnet) 1997 - 1997
NVEDC 1996 - 1997
Eldex Laboratories March 1993 - August 1995
Skills
HTML, BES Server Admin, Windows Server, SharePoint, Active Directory, System Administration, ITIL, Windows, Desktop Support, Help Desk Management, Technical Support, Windows 7, Help Desk Support, XP, Software Installation, Operating Systems, Unix, Windows XP, Enterprise Software, Hardware, Management, Microsoft Exchange, Software Documentation, Training, HP, Computer Hardware, Networking, Troubleshooting, Servers, Network Administration, VPN, VMware, Cloud Computing
Education
Napa Valley College 1999 — 2001
Networking Certificate, Information Technologies
University of California, Davis 1991 — 1993
BA, International Relations
Santa Rosa Junior College 1987 — 1991
AA, Spanish
Healdsburg High School 1985 — 1987
Diploma, College Prep Studies
Intermedia April 2015 - Present
Diamond Engineering Services June 2012 - Present
Autodesk September 2007 - April 2012
City of Napa June 2001 - August 2007
Charles Schwab December 1999 - June 2001
EDS (formerly MCI Systemhouse) November 1998 - December 1999
Apple (MarketSource Contract) 1997 - 1998
Verio (Tabnet) 1997 - 1997
NVEDC 1996 - 1997
Eldex Laboratories March 1993 - August 1995
Skills
HTML, BES Server Admin, Windows Server, SharePoint, Active Directory, System Administration, ITIL, Windows, Desktop Support, Help Desk Management, Technical Support, Windows 7, Help Desk Support, XP, Software Installation, Operating Systems, Unix, Windows XP, Enterprise Software, Hardware, Management, Microsoft Exchange, Software Documentation, Training, HP, Computer Hardware, Networking, Troubleshooting, Servers, Network Administration, VPN, VMware, Cloud Computing
Education
Napa Valley College 1999 — 2001
Networking Certificate, Information Technologies
University of California, Davis 1991 — 1993
BA, International Relations
Santa Rosa Junior College 1987 — 1991
AA, Spanish
Healdsburg High School 1985 — 1987
Diploma, College Prep Studies
Saeliew, Lai Saeliew, Lai's Charles Schwab Experience April 2010 - April 2012
Job Profitability Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2014 - Present
Bank of the West September 2013 - June 2014
Bank of the West April 2012 - September 2013
Charles Schwab April 2010 - April 2012
Charles Schwab January 2008 - April 2010
Charles Schwab April 2007 - January 2008
Skills
Finance, Financial Analysis, Financial Modeling, Business Analysis, Strategic Financial..., Data Analysis, Corporate Finance, Financial Reporting, Risk Management, Analytics, Project Management, Process Improvement, Analysis, Business Objects, Microsoft Excel
Education
FINRA 2010 — 2010
Series 7, 63 License
H&R Block 2007 — 2007
California Tax Education Council Certification
University of California, Davis 2003 — 2006
BA, Economics
Bank of the West June 2014 - Present
Bank of the West September 2013 - June 2014
Bank of the West April 2012 - September 2013
Charles Schwab April 2010 - April 2012
Charles Schwab January 2008 - April 2010
Charles Schwab April 2007 - January 2008
Skills
Finance, Financial Analysis, Financial Modeling, Business Analysis, Strategic Financial..., Data Analysis, Corporate Finance, Financial Reporting, Risk Management, Analytics, Project Management, Process Improvement, Analysis, Business Objects, Microsoft Excel
Education
FINRA 2010 — 2010
Series 7, 63 License
H&R Block 2007 — 2007
California Tax Education Council Certification
University of California, Davis 2003 — 2006
BA, Economics
Hamid Yazdi's Charles Schwab Experience April 2014 - Present
Job Tableau SME at ExxonMobil
Industry Information Technology and Services
Experience
ExxonMobil January 2015 - Present
Charles Schwab April 2014 - Present
Dignity Health 2012 - January 2015
Wells Fargo 2011 - 2012
MediServe Information Systems 2009 - 2010
Skills
Business Intelligence, SSIS, ETL, Data Warehousing, SSRS, T-SQL, SQL, Business Objects, Data Modeling, Microsoft SQL Server, Database Design, Data Migration, Visual Studio, Financial Reporting, Information Technology, SQL Server Management..., Customer Service, SDLC, Tableau
Education
University of California, Irvine 1985 — 1988
Bachelor of Science (BS), Computer Science
ExxonMobil January 2015 - Present
Charles Schwab April 2014 - Present
Dignity Health 2012 - January 2015
Wells Fargo 2011 - 2012
MediServe Information Systems 2009 - 2010
Skills
Business Intelligence, SSIS, ETL, Data Warehousing, SSRS, T-SQL, SQL, Business Objects, Data Modeling, Microsoft SQL Server, Database Design, Data Migration, Visual Studio, Financial Reporting, Information Technology, SQL Server Management..., Customer Service, SDLC, Tableau
Education
University of California, Irvine 1985 — 1988
Bachelor of Science (BS), Computer Science
Cal Culmer's Charles Schwab Experience August 2004 - June 2005
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab/ Charles Schwab Bank June 2005 - Present
Charles Schwab August 2004 - June 2005
Charles Schwab February 2000 - August 2004
Education
University of California, Irvine 1989 — 1992
Bachelor's degree, Environmental Analysis & Design
University High School
Charles Schwab/ Charles Schwab Bank June 2005 - Present
Charles Schwab August 2004 - June 2005
Charles Schwab February 2000 - August 2004
Education
University of California, Irvine 1989 — 1992
Bachelor's degree, Environmental Analysis & Design
University High School
Rod Waterbury, JD, CFP Rod Waterbury, JD, CFP's Charles Schwab Experience March 2005 - October 2009
Job Partner at Placer Summit Financial Group, LLC. Rod@PlacerSummit.com
Industry Financial Services
Experience
Placer Summit Financial Group, LLC October 2009 - Present
Charles Schwab March 2005 - October 2009
Gurnee and Daniels May 2004 - March 2005
Duncan Ball and Evans August 2001 - May 2004
Charles Schwab August 1994 - August 2001
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Wealth, Investment Strategies, Financial Services, Finance, Wealth Accumulation, Personal Finance, High Net Worth..., Investments, Insurance, Small Business, Litigation, Arbitration
Education
University of the Pacific - McGeorge School of Law 1998 — 2002
Juris Doctor, Law
University of California, Davis 1988 — 1993
Bachelor of Arts, History, Psychology
Placer Summit Financial Group, LLC October 2009 - Present
Charles Schwab March 2005 - October 2009
Gurnee and Daniels May 2004 - March 2005
Duncan Ball and Evans August 2001 - May 2004
Charles Schwab August 1994 - August 2001
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Wealth, Investment Strategies, Financial Services, Finance, Wealth Accumulation, Personal Finance, High Net Worth..., Investments, Insurance, Small Business, Litigation, Arbitration
Education
University of the Pacific - McGeorge School of Law 1998 — 2002
Juris Doctor, Law
University of California, Davis 1988 — 1993
Bachelor of Arts, History, Psychology
Jerry Wong's Charles Schwab Experience 2005 - 2007
Job Executive Director of Finance at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2013 - Present
Kaiser Permanente March 2007 - November 2013
Charles Schwab 2005 - 2007
Charles Schwab 2003 - 2005
Charles Schwab 1998 - 2003
Charles Schwab 1997 - 1998
Skills
Finance, Project Management, Outsourcing, PMI, Offshoring, Corporate Governance, Process Improvement, Vendor Management, Program Management, Project Portfolio..., Business Analysis, Governance, Risk Management, IT Strategy, Financial Analysis, Analysis, Sarbanes-Oxley Act, ERP, Strategy, Business Process..., Management Consulting, Forecasting, Financial Modeling, Strategic Planning, Strategic Financial..., Change Management, Talent Management, Executive Management, Financial Services, Leadership, Business Transformation, Visio, Information Technology, IT Management, Organizational Design, Strategic Sourcing, Business Case, Management, Consulting, Healthcare Information..., Business Strategy, Business Planning, Infrastructure, Requirements Gathering, Software Project..., PMO, Business Process, Cross-functional Team..., Mergers & Acquisitions, Performance Management
Education
University of California, Davis 1994 — 1997
Economics, History
Wallenberg THS 1989 — 1992
Kaiser Permanente November 2013 - Present
Kaiser Permanente March 2007 - November 2013
Charles Schwab 2005 - 2007
Charles Schwab 2003 - 2005
Charles Schwab 1998 - 2003
Charles Schwab 1997 - 1998
Skills
Finance, Project Management, Outsourcing, PMI, Offshoring, Corporate Governance, Process Improvement, Vendor Management, Program Management, Project Portfolio..., Business Analysis, Governance, Risk Management, IT Strategy, Financial Analysis, Analysis, Sarbanes-Oxley Act, ERP, Strategy, Business Process..., Management Consulting, Forecasting, Financial Modeling, Strategic Planning, Strategic Financial..., Change Management, Talent Management, Executive Management, Financial Services, Leadership, Business Transformation, Visio, Information Technology, IT Management, Organizational Design, Strategic Sourcing, Business Case, Management, Consulting, Healthcare Information..., Business Strategy, Business Planning, Infrastructure, Requirements Gathering, Software Project..., PMO, Business Process, Cross-functional Team..., Mergers & Acquisitions, Performance Management
Education
University of California, Davis 1994 — 1997
Economics, History
Wallenberg THS 1989 — 1992
Samuel Heng Samuel Heng's Charles Schwab Experience March 2000 - December 2001
Job Mortgage Broker at City Center Financial
Industry Financial Services
Experience
City Center Realty January 2010 - Present
City Center Financial and Asset Financial Center January 2010 - Present
Stanford Capital Acquisitions, Inc DBA City Center Financial, City Center Realty April 2009 - Present
Stanford Capital Finance Inc. December 2007 - December 2010
Countrywide Home Loans January 2004 - December 2007
Accredited Home Lenders May 2003 - January 2004
Citibank October 2002 - May 2003
Western Sierra Bank January 2002 - October 2002
Charles Schwab March 2000 - December 2001
Morgan Stanley September 1999 - December 2000
Skills
Mortgage Lending, Loans, Credit, Real Estate, Investments, Loan Origination, Mergers, FHA, Refinance, Portfolio Management, Banking, Series 7, Mortgage Banking, Risk Management, Residential Mortgages, Asset Managment, Equities, Finance, Mutual Funds, Financial Analysis, Short Sales, Real Estate Transactions, Negotiation, Property
Education
University of California, Davis 1993 — 1998
1998, Managerial Economics
University of California, Davis 1993 — 1998
managerial economics
City Center Realty January 2010 - Present
City Center Financial and Asset Financial Center January 2010 - Present
Stanford Capital Acquisitions, Inc DBA City Center Financial, City Center Realty April 2009 - Present
Stanford Capital Finance Inc. December 2007 - December 2010
Countrywide Home Loans January 2004 - December 2007
Accredited Home Lenders May 2003 - January 2004
Citibank October 2002 - May 2003
Western Sierra Bank January 2002 - October 2002
Charles Schwab March 2000 - December 2001
Morgan Stanley September 1999 - December 2000
Skills
Mortgage Lending, Loans, Credit, Real Estate, Investments, Loan Origination, Mergers, FHA, Refinance, Portfolio Management, Banking, Series 7, Mortgage Banking, Risk Management, Residential Mortgages, Asset Managment, Equities, Finance, Mutual Funds, Financial Analysis, Short Sales, Real Estate Transactions, Negotiation, Property
Education
University of California, Davis 1993 — 1998
1998, Managerial Economics
University of California, Davis 1993 — 1998
managerial economics
Chris Zahner Chris Zahner's Charles Schwab Experience December 2014 - Present
Job Managing Director, Product Management at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2014 - December 2014
Charles Schwab February 2014 - August 2014
Charles Schwab September 2010 - February 2014
Charles Schwab January 2009 - September 2010
Charles Schwab July 2007 - January 2009
UC Davis June 2006 - June 2007
UC Davis January 2005 - February 2007
Skills
Product Management, E-commerce, Leadership, Requirements Analysis, Management, Business Development, Program Management, Product Development, Mobile Applications, Analytics, Agile Project Management, Enterprise Software, Financial Services, Scrum, Competitive Analysis, SaaS, Product Marketing, Investments, Finance, W3C Accessibility, Mutual Funds, Product Requirements, Series 7, Web Analytics, Web Design, ETFs, Economics, Information Security, Data Visualization, Product Design, Robo Advisors, Registered Investment..., FinTech, Agile Methodologies
Education
The University of Texas at Austin 2010 — 2013
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.A., Economics and History
Charles Schwab December 2014 - Present
Charles Schwab August 2014 - December 2014
Charles Schwab February 2014 - August 2014
Charles Schwab September 2010 - February 2014
Charles Schwab January 2009 - September 2010
Charles Schwab July 2007 - January 2009
UC Davis June 2006 - June 2007
UC Davis January 2005 - February 2007
Skills
Product Management, E-commerce, Leadership, Requirements Analysis, Management, Business Development, Program Management, Product Development, Mobile Applications, Analytics, Agile Project Management, Enterprise Software, Financial Services, Scrum, Competitive Analysis, SaaS, Product Marketing, Investments, Finance, W3C Accessibility, Mutual Funds, Product Requirements, Series 7, Web Analytics, Web Design, ETFs, Economics, Information Security, Data Visualization, Product Design, Robo Advisors, Registered Investment..., FinTech, Agile Methodologies
Education
The University of Texas at Austin 2010 — 2013
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.A., Economics and History
Brian Richison Brian Richison's Charles Schwab Experience September 1999 - January 2002
Job Senior Manager Technology Delivery Executive Data & Analytics Practice
Industry Computer Software
Experience
Accenture December 2005 - Present
The Satori Group June 2003 - December 2005
Charles Schwab September 1999 - January 2002
Skills
Business Intelligence, IT Strategy, Data Warehousing, Program Management, Management, Solution Architecture, Data Integration, Strategy, ETL, Enterprise Architecture, Analytics, Consulting, Data Warehouse..., Outsourcing, SDLC, Master Data Management, Data Modeling, Integration, Business Process, Business Objects, Project Delivery, Software Development, Project Management, Business Intelligence..., Cognos, Data Governance, Data Quality, Budgets, Budgeting, Dashboards, OLAP, Informatica, Dimensional Modeling, Information Management, Product Development, Data Visualization, Big Data
Education
University of California, Davis 1990 — 1994
BA, Economics Minor: English
Accenture December 2005 - Present
The Satori Group June 2003 - December 2005
Charles Schwab September 1999 - January 2002
Skills
Business Intelligence, IT Strategy, Data Warehousing, Program Management, Management, Solution Architecture, Data Integration, Strategy, ETL, Enterprise Architecture, Analytics, Consulting, Data Warehouse..., Outsourcing, SDLC, Master Data Management, Data Modeling, Integration, Business Process, Business Objects, Project Delivery, Software Development, Project Management, Business Intelligence..., Cognos, Data Governance, Data Quality, Budgets, Budgeting, Dashboards, OLAP, Informatica, Dimensional Modeling, Information Management, Product Development, Data Visualization, Big Data
Education
University of California, Davis 1990 — 1994
BA, Economics Minor: English
Tony Yu Tony Yu's Charles Schwab Experience September 2011 - April 2012
Job Associate Relationship Manager at Matthews Asia
Industry Financial Services
Experience
Matthews Asia May 2015 - Present
Big Brothers Big Sisters of the Bay Area October 2011 - Present
Java Bright Capital February 2015 - May 2015
Thomson Reuters April 2012 - July 2014
Charles Schwab September 2011 - April 2012
Charles Schwab June 2009 - September 2011
Charles Schwab February 2007 - June 2009
Goldwell Enterprises Inc. / Bluewave Water Bottles 2005 - 2007
Skills
Series 7, Retirement Planning, Project Management, Series 66, Investments, Wealth Management, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Series 63, Asset Allocation, Securities, Financial Analysis, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Financial Services, Financial Modeling, Asset Management
Education
University of California, Berkeley - Extension
University of California, Davis 2000 — 2004
BA, Economics
Matthews Asia May 2015 - Present
Big Brothers Big Sisters of the Bay Area October 2011 - Present
Java Bright Capital February 2015 - May 2015
Thomson Reuters April 2012 - July 2014
Charles Schwab September 2011 - April 2012
Charles Schwab June 2009 - September 2011
Charles Schwab February 2007 - June 2009
Goldwell Enterprises Inc. / Bluewave Water Bottles 2005 - 2007
Skills
Series 7, Retirement Planning, Project Management, Series 66, Investments, Wealth Management, Mutual Funds, Equities, Portfolio Management, Strategic Financial..., Asset Managment, Series 63, Asset Allocation, Securities, Financial Analysis, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Financial Services, Financial Modeling, Asset Management
Education
University of California, Berkeley - Extension
University of California, Davis 2000 — 2004
BA, Economics
Bonnie Lai's Charles Schwab Experience August 2005 - April 2009
Job Past Founder . #500Alum . Startups
Industry Computer Software
Experience
Roost March 2014 - May 2015
Coding Dojo 2013 - 2014
Intuit April 2011 - April 2012
Wells Fargo November 2010 - April 2011
Standard Deed and Trust / RSVP Foreclosures August 2009 - May 2010
Charles Schwab August 2005 - April 2009
IET Computer Lab Management June 2003 - August 2004
Skills
Coaching, Troubleshooting, Process Improvement, PowerPoint, technical support, Product Management, Product Development, Product Launch, Product Design, User Acceptance Testing, Requirements Gathering, Requirements..., Product Requirements, Software Requirements, Requirements Analysis, SQL, Cross-functional Team..., Requirement..., SDLC, Testing, HTML / CSS, AJAX, Ruby on Rails, PHP, CodeIgniter, JQuery, Git, Database Architect, Database Design, Quality Assurance, Databases, Scrum, Software Development, jQuery, SaaS, CRM, HTML, User Experience, Cloud Computing, Management, Strategy, Project Management, Enterprise Software, Agile Methodologies, Start-ups, Analytics, Web Development, Business Analysis, Consulting
Education
University of California, Davis 2000 — 2004
B.A. / B.S (Double Majors), Biological Sciences / Psychology
Roost March 2014 - May 2015
Coding Dojo 2013 - 2014
Intuit April 2011 - April 2012
Wells Fargo November 2010 - April 2011
Standard Deed and Trust / RSVP Foreclosures August 2009 - May 2010
Charles Schwab August 2005 - April 2009
IET Computer Lab Management June 2003 - August 2004
Skills
Coaching, Troubleshooting, Process Improvement, PowerPoint, technical support, Product Management, Product Development, Product Launch, Product Design, User Acceptance Testing, Requirements Gathering, Requirements..., Product Requirements, Software Requirements, Requirements Analysis, SQL, Cross-functional Team..., Requirement..., SDLC, Testing, HTML / CSS, AJAX, Ruby on Rails, PHP, CodeIgniter, JQuery, Git, Database Architect, Database Design, Quality Assurance, Databases, Scrum, Software Development, jQuery, SaaS, CRM, HTML, User Experience, Cloud Computing, Management, Strategy, Project Management, Enterprise Software, Agile Methodologies, Start-ups, Analytics, Web Development, Business Analysis, Consulting
Education
University of California, Davis 2000 — 2004
B.A. / B.S (Double Majors), Biological Sciences / Psychology
Alison Baur Alison Baur's Charles Schwab Experience 1999 - 2006
Job Deputy General Counsel at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2006 - Present
Charles Schwab 1999 - 2006
GMO 1997 - 1999
U.S. Securities and Exchange Commission 1991 - 1997
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Management
Education
University of California, Davis
Bachelor’s Degree
University of California, Hastings College of the Law
Juris Doctor (J.D.)
Franklin Templeton Investments 2006 - Present
Charles Schwab 1999 - 2006
GMO 1997 - 1999
U.S. Securities and Exchange Commission 1991 - 1997
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Management
Education
University of California, Davis
Bachelor’s Degree
University of California, Hastings College of the Law
Juris Doctor (J.D.)
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
Krysten Nguyen's Charles Schwab Experience December 2001 - June 2005
Job Business Architect at US Bank
Industry Information Technology and Services
Experience
US Bank April 2014 - Present
Wells Fargo March 2007 - March 2014
Tellme Networks June 2005 - December 2006
Charles Schwab December 2001 - June 2005
Viant 1998 - 2001
KPMG 1995 - 1998
Skills
Program Management, Professional Services, User Experience, Project Management, Product Management, Strategy, Cross-functional Team..., Leadership, SDLC, Software Project..., Start-ups, Vendor Management, Business Analysis, Consulting, Enterprise Software, Management, Management Consulting, Product Development
Education
University of California, Davis
BS, Applied Mathematics
University of California, Los Angeles
MA, Developmental Psychology
US Bank April 2014 - Present
Wells Fargo March 2007 - March 2014
Tellme Networks June 2005 - December 2006
Charles Schwab December 2001 - June 2005
Viant 1998 - 2001
KPMG 1995 - 1998
Skills
Program Management, Professional Services, User Experience, Project Management, Product Management, Strategy, Cross-functional Team..., Leadership, SDLC, Software Project..., Start-ups, Vendor Management, Business Analysis, Consulting, Enterprise Software, Management, Management Consulting, Product Development
Education
University of California, Davis
BS, Applied Mathematics
University of California, Los Angeles
MA, Developmental Psychology
Jennifer O'Reilly's Charles Schwab Experience December 2006 - December 2008
Job Managing Director, Enterprise Risk Management
Industry Financial Services
Experience
Union Bank July 2012 - Present
Union Bank August 2010 - July 2012
Bank of the West August 2009 - August 2010
Charles Schwab December 2006 - December 2008
Charles Schwab June 2002 - November 2006
Ceridian 1998 - 2002
Western Pension 1993 - 1998
The Wyatt Company 1992 - 1993
Bank of California September 1988 - February 1991
Skills
Sarbanes-Oxley Act, Series 7, Risk Management, Internal Audit, Enterprise Risk..., Basel II, Series 63, Management, Portfolio Management, Trading, Internal Controls, Finance, Program Management, Analysis, Risk Assessment, Leadership, Valuation, Auditing, Accounting, Banking, Retirement Planning, Financial Services, Credit, Credit Risk, Executive Management, Financial Analysis, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley
Education
University of California, Davis 1983 — 1988
B.A.
Union Bank July 2012 - Present
Union Bank August 2010 - July 2012
Bank of the West August 2009 - August 2010
Charles Schwab December 2006 - December 2008
Charles Schwab June 2002 - November 2006
Ceridian 1998 - 2002
Western Pension 1993 - 1998
The Wyatt Company 1992 - 1993
Bank of California September 1988 - February 1991
Skills
Sarbanes-Oxley Act, Series 7, Risk Management, Internal Audit, Enterprise Risk..., Basel II, Series 63, Management, Portfolio Management, Trading, Internal Controls, Finance, Program Management, Analysis, Risk Assessment, Leadership, Valuation, Auditing, Accounting, Banking, Retirement Planning, Financial Services, Credit, Credit Risk, Executive Management, Financial Analysis, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley
Education
University of California, Davis 1983 — 1988
B.A.
Sahra Halpern's Charles Schwab Experience May 2005 - Present
Job Managing Director Schwab Bank Community Development
Industry Financial Services
Experience
Charles Schwab May 2005 - Present
Capital Link June 2004 - September 2004
Wilson & Fennely LLC October 2002 - June 2003
The MicroFinance Network June 1999 - June 2001
Skills
Program Management, Nonprofits, Community Economic..., Community Development..., Microfinance, Non-profits, Compliance, Community Development, Sustainability, Program Evaluation, Program Development, Impact Evaluation, Management, Strategic Planning, Project Management, Portfolio Management, Entrepreneurship, Finance, Strategy, Leadership, Business Strategy, Financial Analysis, Research, Analysis
Education
University of California, Davis - Graduate School of Management 2003 — 2005
MBA, Finance, Organizational Behavior
Wesleyan University 1995 — 1999
BA, Government
Charles Schwab May 2005 - Present
Capital Link June 2004 - September 2004
Wilson & Fennely LLC October 2002 - June 2003
The MicroFinance Network June 1999 - June 2001
Skills
Program Management, Nonprofits, Community Economic..., Community Development..., Microfinance, Non-profits, Compliance, Community Development, Sustainability, Program Evaluation, Program Development, Impact Evaluation, Management, Strategic Planning, Project Management, Portfolio Management, Entrepreneurship, Finance, Strategy, Leadership, Business Strategy, Financial Analysis, Research, Analysis
Education
University of California, Davis - Graduate School of Management 2003 — 2005
MBA, Finance, Organizational Behavior
Wesleyan University 1995 — 1999
BA, Government
Edward Eisenman's Charles Schwab Experience March 2002 - August 2002
Job EDI/Data Reporting Coordinator at Berkshire Hathaway Homestate Companies
Industry Information Services
Experience
Berkshire Hathaway Homestate Companies February 2010 - Present
Information Sources, Inc. June 2007 - January 2010
Pacific Rim Partners April 2009 - November 2009
Visa June 2006 - August 2006
Accurate Mailings, Inc. August 2004 - December 2005
Deloitte & Touche September 2002 - August 2004
Charles Schwab March 2002 - August 2002
I/PRO Inc. November 2000 - September 2001
I/PRO Inc. September 1999 - October 2000
I/PRO Inc. March 1999 - August 1999
Skills
Data Analysis, Analysis, Project Management, Financial Analysis, Databases, Strategic Planning, Management, Finance, Business Analysis, Software Documentation, Accounting, Microsoft Excel, Forecasting, Outlook, Corporate Research, Analytics, Research, Access, Data Mining, VBA, Statistics
Education
University of San Francisco - School of Management 2006 — 2007
M.B.A., Finance
University of California, Davis 1995 — 1997
B.A., Economics
Berkshire Hathaway Homestate Companies February 2010 - Present
Information Sources, Inc. June 2007 - January 2010
Pacific Rim Partners April 2009 - November 2009
Visa June 2006 - August 2006
Accurate Mailings, Inc. August 2004 - December 2005
Deloitte & Touche September 2002 - August 2004
Charles Schwab March 2002 - August 2002
I/PRO Inc. November 2000 - September 2001
I/PRO Inc. September 1999 - October 2000
I/PRO Inc. March 1999 - August 1999
Skills
Data Analysis, Analysis, Project Management, Financial Analysis, Databases, Strategic Planning, Management, Finance, Business Analysis, Software Documentation, Accounting, Microsoft Excel, Forecasting, Outlook, Corporate Research, Analytics, Research, Access, Data Mining, VBA, Statistics
Education
University of San Francisco - School of Management 2006 — 2007
M.B.A., Finance
University of California, Davis 1995 — 1997
B.A., Economics
Timothy Wortman's Charles Schwab Experience March 2010 - Present
Job Sr. Manager Finance & Business Analysis, at Charles Schwab.
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
JP Morgan Chase August 2000 - April 2009
Skills
Strategic Planning, Financial Services, Forecasting, Financial Modeling, Business Analysis, Analytics, Financial Analysis, Finance, Portfolio Management, Risk Management, Strategy, Strategic Financial...
Education
University of California, Davis - Graduate School of Management 1998 — 2000
Charles Schwab March 2010 - Present
JP Morgan Chase August 2000 - April 2009
Skills
Strategic Planning, Financial Services, Forecasting, Financial Modeling, Business Analysis, Analytics, Financial Analysis, Finance, Portfolio Management, Risk Management, Strategy, Strategic Financial...
Education
University of California, Davis - Graduate School of Management 1998 — 2000
William B. Gerard, CFP®, ACC's Charles Schwab Experience January 2002 - March 2004
Job Practice Management Consultant at Merrill Lynch, Certified Coach
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Amelia Lee, CPA's Charles Schwab Experience 2000 - 2000
Job Charles River Rule Management Global Portfolio and Corporate Services at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments May 2010 - March 2014
East West Bank (Formerly United Commercial Bank) November 2005 - May 2010
State Street Bank September 2001 - November 2005
Charles Schwab 2000 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Banking, Treasury Management, Account Reconciliation, Cash Flow, Risk Management, PeopleSoft, Charles River
Education
University of California, Davis
BS, Managerial Economics
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments May 2010 - March 2014
East West Bank (Formerly United Commercial Bank) November 2005 - May 2010
State Street Bank September 2001 - November 2005
Charles Schwab 2000 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Banking, Treasury Management, Account Reconciliation, Cash Flow, Risk Management, PeopleSoft, Charles River
Education
University of California, Davis
BS, Managerial Economics
Edmond Tam, CFA's Charles Schwab Experience 2000 - 2005
Job VP Sales Management
Industry Financial Services
Experience
Citigroup 2005 - Present
Charles Schwab 2000 - 2005
BlackRock 1999 - 2000
Skills
Capital Markets, Financial Services, Securities, Financial Analysis, Valuation, Hedge Funds, Business Strategy, Financial Modeling, Risk Management, Investments
Education
University of California, Davis
B.S., Managerial Economics
Citigroup 2005 - Present
Charles Schwab 2000 - 2005
BlackRock 1999 - 2000
Skills
Capital Markets, Financial Services, Securities, Financial Analysis, Valuation, Hedge Funds, Business Strategy, Financial Modeling, Risk Management, Investments
Education
University of California, Davis
B.S., Managerial Economics
Liem Truong's Charles Schwab Experience June 2006 - June 2013
Job Senior Safety Systems Analyst at Gilead Sciences
Industry Information Technology and Services
Experience
Gilead Sciences July 2013 - Present
Charles Schwab June 2006 - June 2013
Genentech January 2006 - June 2006
Charles Schwab January 2004 - May 2005
San Francisco Health Plan November 2002 - December 2003
Camino Medical Group March 2002 - November 2002
Excite@Home January 2001 - December 2001
Lucent Technologies January 2000 - December 2000
Skills
Business Objects, Data Warehousing, Teradata, Crystal Reports, Informatica, Business Intelligence, ETL, Business Analysis, Dashboard, Microsoft SQL Server, Oracle, SDLC, SQL, Data Analysis, Data Modeling, Business Intelligence..., Database Design, Analytics, Data Governance, Access, Requirements Gathering, Visual Basic, Erwin, Data Integration
Education
San Jose State University 1997 — 1999
BS, Management Infomation System (MIS)
University of California, Davis 1994 — 1997
Bio Sci - Transferred
Gilead Sciences July 2013 - Present
Charles Schwab June 2006 - June 2013
Genentech January 2006 - June 2006
Charles Schwab January 2004 - May 2005
San Francisco Health Plan November 2002 - December 2003
Camino Medical Group March 2002 - November 2002
Excite@Home January 2001 - December 2001
Lucent Technologies January 2000 - December 2000
Skills
Business Objects, Data Warehousing, Teradata, Crystal Reports, Informatica, Business Intelligence, ETL, Business Analysis, Dashboard, Microsoft SQL Server, Oracle, SDLC, SQL, Data Analysis, Data Modeling, Business Intelligence..., Database Design, Analytics, Data Governance, Access, Requirements Gathering, Visual Basic, Erwin, Data Integration
Education
San Jose State University 1997 — 1999
BS, Management Infomation System (MIS)
University of California, Davis 1994 — 1997
Bio Sci - Transferred
Dionisio Meneses Jr's Charles Schwab Experience January 2007 - February 2012
Job Managing Director
Industry Investment Management
Experience
Charles Schwab Investment Management January 2007 - February 2012
Charles Schwab January 2007 - February 2012
Skills
Equities, Alternative Investments, Financial Services, Securities, Mutual Funds, Fixed Income, Investments, Valuation, Asset Management, Series 7, Capital Markets, Financial Modeling, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Management, Investment Management, Series 63, Investment Advisory, Bloomberg
Education
University of California, San Diego 1987 — 1989
BA, ECONOMICS
University of California, Davis 1984 — 1987
Engineering
Charles Schwab Investment Management January 2007 - February 2012
Charles Schwab January 2007 - February 2012
Skills
Equities, Alternative Investments, Financial Services, Securities, Mutual Funds, Fixed Income, Investments, Valuation, Asset Management, Series 7, Capital Markets, Financial Modeling, Hedge Funds, Portfolio Management, Investment Strategies, Asset Allocation, Wealth Management, Investment Management, Series 63, Investment Advisory, Bloomberg
Education
University of California, San Diego 1987 — 1989
BA, ECONOMICS
University of California, Davis 1984 — 1987
Engineering
Robert Tu, CFA's Charles Schwab Experience February 2007 - February 2010
Job Ratings Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's March 2013 - Present
Standard & Poor's February 2012 - March 2013
Standard & Poor's February 2010 - February 2012
Charles Schwab February 2007 - February 2010
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Data Analysis, Financial Analysis, Bloomberg Terminal, Municipal Bonds, Economics, Valuation, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Davis 2002 — 2006
Economics
Saratoga High
Standard & Poor's March 2013 - Present
Standard & Poor's February 2012 - March 2013
Standard & Poor's February 2010 - February 2012
Charles Schwab February 2007 - February 2010
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Data Analysis, Financial Analysis, Bloomberg Terminal, Municipal Bonds, Economics, Valuation, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Davis 2002 — 2006
Economics
Saratoga High
Adrienne Foote's Charles Schwab Experience February 1998 - Present
Job Senior Manager, Online Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1998 - Present
Skills
SEO, Digital Marketing, Product Marketing, Web Project Management, Project Management
Education
UC Berkeley Extension 2002 — 2003
Certificate, Marketing
University of California, Davis 1994 — 1997
Bachelor's degree, International Relations
Charles Schwab February 1998 - Present
Skills
SEO, Digital Marketing, Product Marketing, Web Project Management, Project Management
Education
UC Berkeley Extension 2002 — 2003
Certificate, Marketing
University of California, Davis 1994 — 1997
Bachelor's degree, International Relations
Ryan Damon's Charles Schwab Experience 2004 - 2007
Job General Counsel at Riverbed Technology
Industry Legal Services
Experience
Riverbed Technology April 2015 - Present
Riverbed Technology July 2007 - April 2015
Charles Schwab 2004 - 2007
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP 2000 - 2004
Southern California Edison 1995 - 1997
Skills
Intellectual Property, Commercial Litigation, Channel, Employment Law, Contract Negotiation, Corporate Governance, Start-ups, Mergers, Licensing, Due Diligence, Strategic Partnerships
Education
University of California, Hastings College of the Law 1997 — 2000
JD
University of California, Los Angeles 1991 — 1996
BA, Geography, Specialization in Computing
Riverbed Technology April 2015 - Present
Riverbed Technology July 2007 - April 2015
Charles Schwab 2004 - 2007
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP 2000 - 2004
Southern California Edison 1995 - 1997
Skills
Intellectual Property, Commercial Litigation, Channel, Employment Law, Contract Negotiation, Corporate Governance, Start-ups, Mergers, Licensing, Due Diligence, Strategic Partnerships
Education
University of California, Hastings College of the Law 1997 — 2000
JD
University of California, Los Angeles 1991 — 1996
BA, Geography, Specialization in Computing
Sasha Davies's Charles Schwab Experience July 1997 - July 2002
Job Owner of Cyril's at Clay Pigeon Winery
Industry Food & Beverages
Experience
Cyril's at Clay Pigeon Winery November 2012 - Present
Sasha Davies August 2011 - October 2012
Sasha Davies May 2009 - August 2010
American Cheese Society 2009 - 2010
Formaticum June 2008 - December 2008
Marlow & Sons September 2007 - April 2008
Murray's Cheese October 2003 - May 2005
Artisanal Premium Cheese 2003 - 2003
Charles Schwab July 1997 - July 2002
Education
University of California, Davis 1991 — 1995
Cyril's at Clay Pigeon Winery November 2012 - Present
Sasha Davies August 2011 - October 2012
Sasha Davies May 2009 - August 2010
American Cheese Society 2009 - 2010
Formaticum June 2008 - December 2008
Marlow & Sons September 2007 - April 2008
Murray's Cheese October 2003 - May 2005
Artisanal Premium Cheese 2003 - 2003
Charles Schwab July 1997 - July 2002
Education
University of California, Davis 1991 — 1995
Wade Diebner's Charles Schwab Experience May 1996 - December 2001
Job Senior Vice President at HUB International
Industry Financial Services
Experience
HUB International January 2015 - Present
Life Investment Holdings December 2007 - Present
SyndicateTrader September 2006 - August 2015
Andreini & Company March 2012 - January 2015
DT Capital management LLC January 2005 - July 2012
Primarius Capital LLC January 2002 - December 2005
Charles Schwab May 1996 - December 2001
Skills
Alternative Investments, Hedge Funds, Series 7, Investments, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Financial Modeling, Investment Management, Fixed Income, Series 63, Mutual Funds, Asset Allocation, Securities, Options, Trading, Investment Advisory, Capital Markets, Sales Management, Sales Operations, Alternative Assets, Insurance, Commercial Insurance, Life Insurance, Employee Benefits, Venture Capital, Private Equity, FINRA, Financial Advisory, Asset Management, Retirement
Education
University of California, Davis 1991 — 1995
Bachelor of Arts (B.A.), Economics
HUB International January 2015 - Present
Life Investment Holdings December 2007 - Present
SyndicateTrader September 2006 - August 2015
Andreini & Company March 2012 - January 2015
DT Capital management LLC January 2005 - July 2012
Primarius Capital LLC January 2002 - December 2005
Charles Schwab May 1996 - December 2001
Skills
Alternative Investments, Hedge Funds, Series 7, Investments, Equities, Portfolio Management, Investment Strategies, Asset Managment, Wealth Management, Financial Modeling, Investment Management, Fixed Income, Series 63, Mutual Funds, Asset Allocation, Securities, Options, Trading, Investment Advisory, Capital Markets, Sales Management, Sales Operations, Alternative Assets, Insurance, Commercial Insurance, Life Insurance, Employee Benefits, Venture Capital, Private Equity, FINRA, Financial Advisory, Asset Management, Retirement
Education
University of California, Davis 1991 — 1995
Bachelor of Arts (B.A.), Economics
Freddy Chuck's Charles Schwab Experience 1995 - 2003
Job Sr. Risk Analyst at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Bank of the West July 2008 - Present
Washington Mutual October 2006 - July 2007
Wells Fargo 2003 - 2004
Charles Schwab 1995 - 2003
Skills
Vendor Management, Banking, ITIL
Education
University of California, Davis 1989 — 1994
Eric Lippert's Charles Schwab Experience June 1990 - May 1998
Job Tech Rep III at Interactive Data
Industry Financial Services
Experience
Interactive Data Inc. March 2003 - Present
Pollution Solutions, Inc. April 2000 - February 2003
Independent Investor May 1998 - April 2000
Charles Schwab June 1990 - May 1998
Skills
Trading Systems, Technical Analysis, Trading, Market Data, Options, Financial Markets, Equities, FX Options, Investments, Reference Data, Fixed Income, Trading Strategies, Asset Managment, Derivatives, Portfolio Management, Asset Management, Commodity, Securities, Electronic Trading, FX trading, Currency, Equity Trading, Hedge Funds, Foreign Exchange, Hedging, Bloomberg Terminal, Equity Derivatives, ETFs, Alternative Investments, Bonds, Investment Strategies, Equity Research, Financial Services, Wealth Management, Capital Markets, Stock Market, Bloomberg, FINRA, Structured Products, Investment Management, Asset Allocation, Investment Advisory, Series 7, Risk Management, Mutual Funds, Swaps, Series 63, Investment Banking, Commodity Markets, Back Office
Education
University of California, Davis
Bachelor's degree, Liberal Arts
Interactive Data Inc. March 2003 - Present
Pollution Solutions, Inc. April 2000 - February 2003
Independent Investor May 1998 - April 2000
Charles Schwab June 1990 - May 1998
Skills
Trading Systems, Technical Analysis, Trading, Market Data, Options, Financial Markets, Equities, FX Options, Investments, Reference Data, Fixed Income, Trading Strategies, Asset Managment, Derivatives, Portfolio Management, Asset Management, Commodity, Securities, Electronic Trading, FX trading, Currency, Equity Trading, Hedge Funds, Foreign Exchange, Hedging, Bloomberg Terminal, Equity Derivatives, ETFs, Alternative Investments, Bonds, Investment Strategies, Equity Research, Financial Services, Wealth Management, Capital Markets, Stock Market, Bloomberg, FINRA, Structured Products, Investment Management, Asset Allocation, Investment Advisory, Series 7, Risk Management, Mutual Funds, Swaps, Series 63, Investment Banking, Commodity Markets, Back Office
Education
University of California, Davis
Bachelor's degree, Liberal Arts
Roger Tanaka's Charles Schwab Experience September 2003 - August 2004
Job Corporate Controller at WilburEllis Company
Industry Utilities
Experience
Wilbur-Ellis Company May 2013 - Present
SRI International December 2008 - April 2013
Rockwood Capital January 2008 - November 2008
PG&E August 2004 - December 2007
Charles Schwab September 2003 - August 2004
Deloitte September 2000 - September 2003
Education
UC Davis Graduate School of Management 2004 — 2007
University of California, Los Angeles 1996 — 2000
Accounting/Econ
Wilbur-Ellis Company May 2013 - Present
SRI International December 2008 - April 2013
Rockwood Capital January 2008 - November 2008
PG&E August 2004 - December 2007
Charles Schwab September 2003 - August 2004
Deloitte September 2000 - September 2003
Education
UC Davis Graduate School of Management 2004 — 2007
University of California, Los Angeles 1996 — 2000
Accounting/Econ
Timothy Caraher's Charles Schwab Experience 2006 - October 2008
Job Technology, Project Management and Operations Professional
Industry Financial Services
Experience
BlackRock February 2009 - May 2014
Charles Schwab 2006 - October 2008
Charles Schwab 2001 - 2006
Charles Schwab 1998 - 2001
Charles Schwab 1997 - 1998
Skills
SDLC, Cross-functional Team..., Testing, Management, Risk Management, Trading Systems, Trading, Equities, Project Management, Leadership, Financial Risk, Fixed Income, Electronic Trading, Software Project...
Education
University of California, Davis 1992 — 1996
BS, Managerial Economics
BlackRock February 2009 - May 2014
Charles Schwab 2006 - October 2008
Charles Schwab 2001 - 2006
Charles Schwab 1998 - 2001
Charles Schwab 1997 - 1998
Skills
SDLC, Cross-functional Team..., Testing, Management, Risk Management, Trading Systems, Trading, Equities, Project Management, Leadership, Financial Risk, Fixed Income, Electronic Trading, Software Project...
Education
University of California, Davis 1992 — 1996
BS, Managerial Economics
Arthur Lopes's Charles Schwab Experience September 2010 - Present
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Charles Schwab September 2010 - Present
National Planning Corporation June 2009 - March 2010
Harris Financial Advisors May 2008 - May 2009
Wedbush Morgan Securities September 2007 - April 2008
Wachovia Securities February 2007 - September 2007
Envestnet Asset Management February 2005 - February 2007
Charles Schwab 2002 - 2005
Charles Schwab 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Davis 1992 — 1997
Bachelor's degree, Exercise Physiology
Fred De Jesus's Charles Schwab Experience August 2012 - Present
Job Managing Director IT at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Charles Schwab September 1996 - August 2012
World Savings January 1992 - September 1996
World Savings October 1987 - January 1992
Skills
Risk Management, Strategy, Portfolio Management, Asset Management, Cross-functional Team..., Management
Education
University of California, Davis
History, European History
UC Davis
Bachelor of Arts (B.A.), History
Charles Schwab August 2012 - Present
Charles Schwab September 1996 - August 2012
World Savings January 1992 - September 1996
World Savings October 1987 - January 1992
Skills
Risk Management, Strategy, Portfolio Management, Asset Management, Cross-functional Team..., Management
Education
University of California, Davis
History, European History
UC Davis
Bachelor of Arts (B.A.), History
Diane Chui Justen's Charles Schwab Experience June 2011 - Present
Job Senior Product Manager, Individual Retirement Accounts (IRAs) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab March 2008 - June 2011
Franklin Templeton Investments November 2005 - March 2008
Franklin Templeton Investments July 2004 - November 2005
Skills
Product Management, Project Management, Marketing, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Relationship Management, Asset Allocation, Fixed Income, Product Marketing, Asset Managment, Equities, Alternative Investments, 401k
Education
University of California, Davis
Bachelor of Applied Science (B.A.Sc.), Economics; Managerial Economics and Leadership
Lowell High School, San Francisco
Charles Schwab June 2011 - Present
Charles Schwab March 2008 - June 2011
Franklin Templeton Investments November 2005 - March 2008
Franklin Templeton Investments July 2004 - November 2005
Skills
Product Management, Project Management, Marketing, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Relationship Management, Asset Allocation, Fixed Income, Product Marketing, Asset Managment, Equities, Alternative Investments, 401k
Education
University of California, Davis
Bachelor of Applied Science (B.A.Sc.), Economics; Managerial Economics and Leadership
Lowell High School, San Francisco
Tamara Gabriel, MSOD's Charles Schwab Experience January 2013 - October 2013
Job Senior Finance Manager, Financial Planning & Analysis at Pandora
Industry Internet
Experience
Pandora October 2014 - Present
Pandora October 2013 - October 2014
Charles Schwab January 2013 - October 2013
Charles Schwab October 2011 - January 2013
Charles Schwab & Co., Inc. May 2006 - September 2011
Charles Schwab May 2005 - May 2006
Charles Schwab April 2004 - April 2005
Skills
Variance Analysis, Program Management, Needs Analysis, Training, Systems Analysis, Forecasting, Analysis, Budget, Strategic Financial..., Financial Modeling, Financial Analysis, PeopleSoft, Finance, Project Finance, Business Analysis, Process Improvement, Strategy, Competitive Analysis, Budgets, Management, Leadership, Talent Acquisition
Education
University of San Francisco 2004 — 2006
MS, Organization Development
University of California, Davis 1994 — 1999
BS, Managerial and Agricultural Economics
Pandora October 2014 - Present
Pandora October 2013 - October 2014
Charles Schwab January 2013 - October 2013
Charles Schwab October 2011 - January 2013
Charles Schwab & Co., Inc. May 2006 - September 2011
Charles Schwab May 2005 - May 2006
Charles Schwab April 2004 - April 2005
Skills
Variance Analysis, Program Management, Needs Analysis, Training, Systems Analysis, Forecasting, Analysis, Budget, Strategic Financial..., Financial Modeling, Financial Analysis, PeopleSoft, Finance, Project Finance, Business Analysis, Process Improvement, Strategy, Competitive Analysis, Budgets, Management, Leadership, Talent Acquisition
Education
University of San Francisco 2004 — 2006
MS, Organization Development
University of California, Davis 1994 — 1999
BS, Managerial and Agricultural Economics
Michelle Huie's Charles Schwab Experience October 2007 - November 2008
Job Global Sales Compensation Analyst at salesforce.com
Industry Financial Services
Experience
salesforce.com October 2011 - Present
salesforce.com July 2009 - October 2011
Charles Schwab October 2007 - November 2008
Charles Schwab March 2007 - October 2007
Skills
SaaS, Salesforce.com, Sales, Cloud Computing, Microsoft Excel, Analytics, Enterprise Software, Account Management, CRM
Education
University of California, Davis
Bachelor of Science (B.S.)
salesforce.com October 2011 - Present
salesforce.com July 2009 - October 2011
Charles Schwab October 2007 - November 2008
Charles Schwab March 2007 - October 2007
Skills
SaaS, Salesforce.com, Sales, Cloud Computing, Microsoft Excel, Analytics, Enterprise Software, Account Management, CRM
Education
University of California, Davis
Bachelor of Science (B.S.)
Amelia Reback's Charles Schwab Experience February 2015 - Present
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab July 2005 - Present
Charles Schwab February 2004 - June 2005
J.P. Morgan Chase September 2000 - November 2001
Hambrecht and Quist July 1997 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Mortgage Lending, Branch Management, Banking, Uniform Combined State..., Securities, FINRA, Series 9, Series 10, Series 66, California Insurance..., Retirement Planning, Investments, Asset Allocation, Financial Services, Retirement, Investment Strategies, Wealth Management..., Trading, High Net Worth..., Relationship Management, Stocks, Wealth, 401k, Investment Advisory, Equities
Education
University of California, Davis 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Economics
Clayton Valley High School 1987 — 1990
College Prep, 9-12
International School of Dusseldorf 1983 — 1986
Middle School
Charles Schwab February 2015 - Present
Charles Schwab July 2005 - Present
Charles Schwab February 2004 - June 2005
J.P. Morgan Chase September 2000 - November 2001
Hambrecht and Quist July 1997 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Mortgage Lending, Branch Management, Banking, Uniform Combined State..., Securities, FINRA, Series 9, Series 10, Series 66, California Insurance..., Retirement Planning, Investments, Asset Allocation, Financial Services, Retirement, Investment Strategies, Wealth Management..., Trading, High Net Worth..., Relationship Management, Stocks, Wealth, 401k, Investment Advisory, Equities
Education
University of California, Davis 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Economics
Clayton Valley High School 1987 — 1990
College Prep, 9-12
International School of Dusseldorf 1983 — 1986
Middle School
Russ Merson's Charles Schwab Experience September 2014 - Present
Job Asset Risk & Compliance Analyst at Charles Schwab
Industry Information Services
Experience
Charles Schwab September 2014 - Present
AAA Northern California, Nevada & Utah Insurance Exchange February 2013 - August 2014
Apollo Group September 2010 - November 2012
Thornburg Mortgage June 2006 - September 2009
CooperVision June 2004 - June 2006
Professional Innovations May 2000 - June 2004
Skills
Customer Service, IT Management, SharePoint, Software Documentation, ITIL, Change Management, Business Analysis, Process Improvement, Active Directory, Data Center, Project Management, CRM, IT Operations, Information Technology, Vendor Management, Disaster Recovery, Service Delivery
Education
University of California, Davis 1985 — 1990
BS, Psychology
Charles Schwab September 2014 - Present
AAA Northern California, Nevada & Utah Insurance Exchange February 2013 - August 2014
Apollo Group September 2010 - November 2012
Thornburg Mortgage June 2006 - September 2009
CooperVision June 2004 - June 2006
Professional Innovations May 2000 - June 2004
Skills
Customer Service, IT Management, SharePoint, Software Documentation, ITIL, Change Management, Business Analysis, Process Improvement, Active Directory, Data Center, Project Management, CRM, IT Operations, Information Technology, Vendor Management, Disaster Recovery, Service Delivery
Education
University of California, Davis 1985 — 1990
BS, Psychology
Vanessa Witmer Robinson's Charles Schwab Experience May 2000 - October 2013
Job Media & Finance
Industry Marketing and Advertising
Experience
Tyson Kennels March 2015 - Present
Charles Schwab May 2000 - October 2013
Metro Networks June 1997 - April 2000
KSL Media November 1998 - February 2000
CBS Radio June 1996 - November 1998
KWYO Radio July 1995 - April 1996
Skills
Financial Analysis, Finance, Financial Accounting, Media Planning, Media Buying, Broadcast, Radio Broadcasting, Print, Television, Outdoor Advertising, Advertising, Radio Advertising
Education
University of California, Davis 1990 — 1994
Bachelor of Arts, Rhetoric & Communications
Tyson Kennels March 2015 - Present
Charles Schwab May 2000 - October 2013
Metro Networks June 1997 - April 2000
KSL Media November 1998 - February 2000
CBS Radio June 1996 - November 1998
KWYO Radio July 1995 - April 1996
Skills
Financial Analysis, Finance, Financial Accounting, Media Planning, Media Buying, Broadcast, Radio Broadcasting, Print, Television, Outdoor Advertising, Advertising, Radio Advertising
Education
University of California, Davis 1990 — 1994
Bachelor of Arts, Rhetoric & Communications
Shella Aguilar's Charles Schwab Experience November 2006 - Present
Job Sr. Web Solutions Developer
Industry Information Technology and Services
Experience
Charles Schwab November 2006 - Present
WORLD SAVINGS BANK / GOLDEN WEST FINANCIAL August 2005 - June 2006
LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES May 2000 - May 2005
SOFTWARE MANAGEMENT CONSULTANTS INCORPORATED April 1997 - May 2000
CEDARS-SINAI MEDICAL CENTER October 1996 - April 1997
COMPUWARE / DATA PROCESSING RESOURCES CORPORATION May 1996 - September 1996
First Quadrant May 1995 - April 1996
ASSOCIATION OF SCHOOLS OF PUBLIC HEALTH June 1992 - September 1992
Skills
ASP.NET, C#, OOP, jQuery, JavaScript, Agile Methodologies, Teradata, Microsoft SQL Server, Crystal Xcelsius 2008, HTML, CSS, GTD, Business Intelligence, SQL, Data Warehousing, Database Design, Data Modeling, Crystal Xcelsius, SharePoint, Web Design, Web Development, Business Analysis
Education
University of California, Los Angeles - School of Public Health 1991 — 1993
MPH, Biostatistics
University of California, Irvine 1986 — 1990
BA, Social Sciences
Charles Schwab November 2006 - Present
WORLD SAVINGS BANK / GOLDEN WEST FINANCIAL August 2005 - June 2006
LOS ANGELES COUNTY DEPARTMENT OF HEALTH SERVICES May 2000 - May 2005
SOFTWARE MANAGEMENT CONSULTANTS INCORPORATED April 1997 - May 2000
CEDARS-SINAI MEDICAL CENTER October 1996 - April 1997
COMPUWARE / DATA PROCESSING RESOURCES CORPORATION May 1996 - September 1996
First Quadrant May 1995 - April 1996
ASSOCIATION OF SCHOOLS OF PUBLIC HEALTH June 1992 - September 1992
Skills
ASP.NET, C#, OOP, jQuery, JavaScript, Agile Methodologies, Teradata, Microsoft SQL Server, Crystal Xcelsius 2008, HTML, CSS, GTD, Business Intelligence, SQL, Data Warehousing, Database Design, Data Modeling, Crystal Xcelsius, SharePoint, Web Design, Web Development, Business Analysis
Education
University of California, Los Angeles - School of Public Health 1991 — 1993
MPH, Biostatistics
University of California, Irvine 1986 — 1990
BA, Social Sciences
Leigh Yap's Charles Schwab Experience June 1999 - Present
Job Director, SI Product Dev & Tech
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Charles Schwab November 1992 - June 1999
Charles Schwab September 1989 - November 1992
Skills
Series 7, Product Strategy, Product Management, Securities, Product Launch, Call Center, Product Development, Business Analysis, Call Centers, Equities, Financial Services, Mutual Funds, Process Improvement, Risk Management, Series 63, Strategy, Trading
Education
University of California, Davis 1984 — 1989
BS, Economics
Charles Schwab June 1999 - Present
Charles Schwab November 1992 - June 1999
Charles Schwab September 1989 - November 1992
Skills
Series 7, Product Strategy, Product Management, Securities, Product Launch, Call Center, Product Development, Business Analysis, Call Centers, Equities, Financial Services, Mutual Funds, Process Improvement, Risk Management, Series 63, Strategy, Trading
Education
University of California, Davis 1984 — 1989
BS, Economics
Holly Noack's Charles Schwab Experience January 1998 - May 2012
Job Vice President at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 1998 - May 2012
Pacific Bell August 1982 - December 1996
Education
University of California, Davis
B.S.
Charles Schwab January 1998 - May 2012
Pacific Bell August 1982 - December 1996
Education
University of California, Davis
B.S.
Jeanette Ng's Charles Schwab Experience 2004 - 2005
Job UCSF
Industry Accounting
Experience
UCSF 2011 - Present
JVS 2004 - 2011
Charles Schwab 2004 - 2005
Greater Bay Bank 2000 - 2004
Bank of America 1997 - 2000
Skills
Financial Analysis, Financial Modeling, Start-ups, Credit, Corporate Finance, Budgets, Finance, Sarbanes-Oxley Act, Strategic Planning, Accounting, Nonprofits, Leadership, Business Strategy, Research, Due Diligence, PeopleSoft, Microsoft Excel, Financial Reporting, Analysis, Grant Writing, Strategic Financial..., Grants, Program Management, Data Analysis, Project Management, Strategy, Management, Public Speaking, Forecasting
Education
University of California, Davis 1994 — 1997
BA, International Relations
UCSF 2011 - Present
JVS 2004 - 2011
Charles Schwab 2004 - 2005
Greater Bay Bank 2000 - 2004
Bank of America 1997 - 2000
Skills
Financial Analysis, Financial Modeling, Start-ups, Credit, Corporate Finance, Budgets, Finance, Sarbanes-Oxley Act, Strategic Planning, Accounting, Nonprofits, Leadership, Business Strategy, Research, Due Diligence, PeopleSoft, Microsoft Excel, Financial Reporting, Analysis, Grant Writing, Strategic Financial..., Grants, Program Management, Data Analysis, Project Management, Strategy, Management, Public Speaking, Forecasting
Education
University of California, Davis 1994 — 1997
BA, International Relations
Douglas Lum's Charles Schwab Experience March 2012 - Present
Job Sr. Manager | Experienced Senior Front End Developer | Code Wrangler
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Charles Schwab June 2009 - March 2012
Sr. Web Developer November 2007 - June 2009
Giga-tronics Inc. December 2006 - November 2007
Ascor Inc. January 2003 - November 2006
Skills
HTML 5, CSS3, JavaScript, jQuery, jQuery UI, JavaScript Libraries, JavaScriptMVC, Advanced CSS, User Experience, Product Management, Analytics, Backbone.js, PHP, Marketing Communications, Financial Services, Ruby, E-commerce, Web Analytics, SaaS, Competitive Analysis, Enterprise Software, Salesforce.com, Cross-functional Team..., Agile Methodologies, SEO, SDLC, Content Management, Management, Omniture, Web Development, SASS, Semantic HTML, CMS, C#, Databases, Adobe Creative Suite, Web Services, responsive design, AngularJS, Python
Education
University of California, Davis 1997 — 2002
Bachelor’s Degree, Communication and Media Studies
Charles Schwab March 2012 - Present
Charles Schwab June 2009 - March 2012
Sr. Web Developer November 2007 - June 2009
Giga-tronics Inc. December 2006 - November 2007
Ascor Inc. January 2003 - November 2006
Skills
HTML 5, CSS3, JavaScript, jQuery, jQuery UI, JavaScript Libraries, JavaScriptMVC, Advanced CSS, User Experience, Product Management, Analytics, Backbone.js, PHP, Marketing Communications, Financial Services, Ruby, E-commerce, Web Analytics, SaaS, Competitive Analysis, Enterprise Software, Salesforce.com, Cross-functional Team..., Agile Methodologies, SEO, SDLC, Content Management, Management, Omniture, Web Development, SASS, Semantic HTML, CMS, C#, Databases, Adobe Creative Suite, Web Services, responsive design, AngularJS, Python
Education
University of California, Davis 1997 — 2002
Bachelor’s Degree, Communication and Media Studies
Andrew Gorder's Charles Schwab Experience 2008 - 2010
Job Vice President Schwab Designated Brokerage Services
Industry Financial Services
Experience
Schwab Institutional August 2010 - Present
Charles Schwab 2008 - 2010
Education
UC Davis 1984 — 1989
BS, Managerial Economics
Schwab Institutional August 2010 - Present
Charles Schwab 2008 - 2010
Education
UC Davis 1984 — 1989
BS, Managerial Economics
Marie Reis's Charles Schwab Experience October 2008 - December 2008
Job Program Director at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California January 2011 - Present
Blue Shield of California January 2011 - March 2012
Blue Shield of California March 2009 - January 2011
Charles Schwab October 2008 - December 2008
Charles Schwab October 2006 - April 2008
iGATE Global Solutions April 2004 - August 2006
Symphoni Interactive June 1998 - April 2004
Symphoni Interactive January 1993 - May 1998
Bank of San Francisco October 1989 - December 1992
Premier Systems November 1987 - September 1989
Skills
SDLC, Business Analysis, Software Project..., PMO, Business Process, Software Documentation, Project Management, Integration, Analysis, Business Requirements, Management, Leadership, Project Planning, Quality Assurance, Solution Architecture, Vendor Management, Testing
Education
University of California, Davis 1978 — 1982
B.S., Agricultural & Managerial Economics
Blue Shield of California January 2011 - Present
Blue Shield of California January 2011 - March 2012
Blue Shield of California March 2009 - January 2011
Charles Schwab October 2008 - December 2008
Charles Schwab October 2006 - April 2008
iGATE Global Solutions April 2004 - August 2006
Symphoni Interactive June 1998 - April 2004
Symphoni Interactive January 1993 - May 1998
Bank of San Francisco October 1989 - December 1992
Premier Systems November 1987 - September 1989
Skills
SDLC, Business Analysis, Software Project..., PMO, Business Process, Software Documentation, Project Management, Integration, Analysis, Business Requirements, Management, Leadership, Project Planning, Quality Assurance, Solution Architecture, Vendor Management, Testing
Education
University of California, Davis 1978 — 1982
B.S., Agricultural & Managerial Economics
Janet Hillier's Charles Schwab Experience September 1998 - September 2004
Job C Level EA
Industry Sports
Experience
drugstore.com December 2004 - September 2011
Charles Schwab September 1998 - September 2004
Education
University of California, Davis 1970 — 1974
B.S., Environmental Planning & Management
drugstore.com December 2004 - September 2011
Charles Schwab September 1998 - September 2004
Education
University of California, Davis 1970 — 1974
B.S., Environmental Planning & Management
Lauren Fong's Charles Schwab Experience June 2000 - July 2001
Job Account Manager with Startup Experience
Industry Real Estate
Experience
Macy's November 2014 - January 2015
Trulia February 2013 - March 2013
Trulia November 2012 - January 2013
Kaye Hong Enterprises June 2010 - November 2012
Advantage Enterprises December 2009 - January 2010
LoopNet.com (acquired by CoStar Group) June 2005 - June 2008
CompUSA June 2004 - March 2005
Charles Schwab June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab February 1998 - April 1999
Skills
Direct Sales, New Business Development, Business Strategy, Client Retention, Client Acquisition, Account Penetration, Cultivating..., Increasing Revenues, Increasing Sales, Beginner French, Native English, Customer Retention, Customer Acquisition, Cold Calling, Account Management, Sales Presentations, Sales Promotion, SaaS, Market Penetration, Salesforce.com, Selling, CRM, Sales Operations, B2B, Sales, Leadership
Education
University of California, Davis 1987 — 1992
Bachelor of Science (B.S.), Managerial Economics, Minor in Sociology.
Lowell High School 1983 — 1987
Katherine Delmar Burke School (KDBS) 1974 — 1983
Macy's November 2014 - January 2015
Trulia February 2013 - March 2013
Trulia November 2012 - January 2013
Kaye Hong Enterprises June 2010 - November 2012
Advantage Enterprises December 2009 - January 2010
LoopNet.com (acquired by CoStar Group) June 2005 - June 2008
CompUSA June 2004 - March 2005
Charles Schwab June 2000 - July 2001
Charles Schwab April 1999 - June 2000
Charles Schwab February 1998 - April 1999
Skills
Direct Sales, New Business Development, Business Strategy, Client Retention, Client Acquisition, Account Penetration, Cultivating..., Increasing Revenues, Increasing Sales, Beginner French, Native English, Customer Retention, Customer Acquisition, Cold Calling, Account Management, Sales Presentations, Sales Promotion, SaaS, Market Penetration, Salesforce.com, Selling, CRM, Sales Operations, B2B, Sales, Leadership
Education
University of California, Davis 1987 — 1992
Bachelor of Science (B.S.), Managerial Economics, Minor in Sociology.
Lowell High School 1983 — 1987
Katherine Delmar Burke School (KDBS) 1974 — 1983
Alicia Kelly, FPC's Charles Schwab Experience 2007 - 2009
Job Accounting Specialist
Industry Accounting
Experience
D Magazine February 2012 - May 2015
Ooyala 2011 - 2011
Heath Ceramics, LTD 2009 - 2010
Charles Schwab 2007 - 2009
Royal Mail 2006 - 2007
Education
University of California, Davis 2001 — 2005
BA, Sociology
D Magazine February 2012 - May 2015
Ooyala 2011 - 2011
Heath Ceramics, LTD 2009 - 2010
Charles Schwab 2007 - 2009
Royal Mail 2006 - 2007
Education
University of California, Davis 2001 — 2005
BA, Sociology
Dino Duque's Charles Schwab Experience 1998 - Present
Job Investment Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1998 - Present
Franklin Resource Group September 1992 - January 1994
Education
University of California, Davis 1987 — 1992
Economics
Charles Schwab 1998 - Present
Franklin Resource Group September 1992 - January 1994
Education
University of California, Davis 1987 — 1992
Economics
Cher Lee's Charles Schwab Experience November 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab November 2007 - Present
Skills
Treasury Management, Investor Relations, Financial Modeling, Financial Analysis, Treasury, Variance Analysis, Financial Services, Relationship Management, Finance, Strategic Financial...
Education
University of California, Davis 1996 — 1998
BS, Managerial Economics
Charles Schwab November 2014 - Present
Charles Schwab November 2007 - Present
Skills
Treasury Management, Investor Relations, Financial Modeling, Financial Analysis, Treasury, Variance Analysis, Financial Services, Relationship Management, Finance, Strategic Financial...
Education
University of California, Davis 1996 — 1998
BS, Managerial Economics
Julie Tao's Charles Schwab Experience August 2014 - Present
Job Senior Product Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab April 2013 - August 2014
Charles Schwab February 2013 - April 2013
Charles Schwab July 2011 - February 2013
State Street March 2010 - June 2011
Skills
Product Management, Product Marketing, Relationship Management, Data Analysis, Analysis, Management, PowerPoint, Investment Management, Mutual Funds, Project Management, Series 7, Bloomberg, Securities, Leadership, Investments
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Charles Schwab August 2014 - Present
Charles Schwab April 2013 - August 2014
Charles Schwab February 2013 - April 2013
Charles Schwab July 2011 - February 2013
State Street March 2010 - June 2011
Skills
Product Management, Product Marketing, Relationship Management, Data Analysis, Analysis, Management, PowerPoint, Investment Management, Mutual Funds, Project Management, Series 7, Bloomberg, Securities, Leadership, Investments
Education
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Dennis Hudachek's Charles Schwab Experience March 2015 - Present
Job Senior Manager Product Development and Strategy, ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
ETF.com September 2010 - March 2015
Merrill Lynch September 2007 - November 2009
Banc of America Investment Services September 2003 - September 2007
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
The American School in Japan (ASIJ)
Charles Schwab March 2015 - Present
ETF.com September 2010 - March 2015
Merrill Lynch September 2007 - November 2009
Banc of America Investment Services September 2003 - September 2007
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
The American School in Japan (ASIJ)
Arthur Angulo's Charles Schwab Experience July 2012 - Present
Job Registered Investment Advisor
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Apple October 2011 - July 2012
Pacific Western Bank May 2010 - November 2010
Wells Fargo July 2006 - February 2010
Citibank, Retail December 2003 - July 2006
El Barco September 2002 - September 2003
Sherwood Futures November 2001 - May 2002
Skills
Series 7, Series 66, Options, Investments, Derivatives, Finance, Credit, Series 63, Banking, Corporate Finance, Relationship Management
Education
University of California, Davis
B.S; B.A, Economics; Spanish
Charles Schwab July 2012 - Present
Apple October 2011 - July 2012
Pacific Western Bank May 2010 - November 2010
Wells Fargo July 2006 - February 2010
Citibank, Retail December 2003 - July 2006
El Barco September 2002 - September 2003
Sherwood Futures November 2001 - May 2002
Skills
Series 7, Series 66, Options, Investments, Derivatives, Finance, Credit, Series 63, Banking, Corporate Finance, Relationship Management
Education
University of California, Davis
B.S; B.A, Economics; Spanish
Derek Lee's Charles Schwab Experience October 2000 - November 2001
Job Manager, Infrastructure Platform Engineering (IT Engineering Services) at Blue Shield of California
Industry Information Technology and Services
Experience
Blue Shield of California May 2012 - Present
MAXIMUS, Inc. October 2003 - May 2012
Charles Schwab October 2000 - November 2001
EDS Group May 1998 - October 2000
Fritz Companies / UPS Global Logistics September 1995 - May 1998
Skills
Disaster Recovery, Virtualization, Servers, Program Management, Deployment, Data Center Management, Information Security, Audit and Compliance, HIPAA, SAS70, SSAE 16, ISO 9001, Storage, EDI, Project Management, SDLC, VDI, Team Building, Iso 9000, System Deployment, VMware, Data Center, ITIL v3 Foundations..., Management, Information Technology, Leadership, Enterprise Architecture, Vendor Management
Education
University of California, Davis 1990 — 1995
BA, History/Economics
Blue Shield of California May 2012 - Present
MAXIMUS, Inc. October 2003 - May 2012
Charles Schwab October 2000 - November 2001
EDS Group May 1998 - October 2000
Fritz Companies / UPS Global Logistics September 1995 - May 1998
Skills
Disaster Recovery, Virtualization, Servers, Program Management, Deployment, Data Center Management, Information Security, Audit and Compliance, HIPAA, SAS70, SSAE 16, ISO 9001, Storage, EDI, Project Management, SDLC, VDI, Team Building, Iso 9000, System Deployment, VMware, Data Center, ITIL v3 Foundations..., Management, Information Technology, Leadership, Enterprise Architecture, Vendor Management
Education
University of California, Davis 1990 — 1995
BA, History/Economics
Will Kung's Charles Schwab Experience February 2006 - October 2006
Job IT Asset Management
Industry Information Technology and Services
Experience
Salesforce April 2015 - Present
Salesforce August 2014 - April 2015
Salesforce February 2011 - May 2013
i-CEM services, Inc. February 2007 - September 2010
Charles Schwab February 2006 - October 2006
Skills
Vendor Management, Salesforce.com, Purchasing, Cross-functional Team..., Process Improvement, Contract Negotiation, Outsourcing, CRM, Product Management, Project Management, Negotiation, Enterprise Software, Management, Forecasting, Account Management
Education
University of California, Davis 1997 — 2003
BS, Econocmis
Salesforce April 2015 - Present
Salesforce August 2014 - April 2015
Salesforce February 2011 - May 2013
i-CEM services, Inc. February 2007 - September 2010
Charles Schwab February 2006 - October 2006
Skills
Vendor Management, Salesforce.com, Purchasing, Cross-functional Team..., Process Improvement, Contract Negotiation, Outsourcing, CRM, Product Management, Project Management, Negotiation, Enterprise Software, Management, Forecasting, Account Management
Education
University of California, Davis 1997 — 2003
BS, Econocmis
Cherita Laney's Charles Schwab Experience July 2006 - September 2007
Job Senior Corporate Counsel
Industry Law Practice
Experience
Internap December 2012 - Present
ista North America December 2010 - June 2012
Chevron April 2009 - July 2010
VMware October 2007 - January 2009
Charles Schwab July 2006 - September 2007
Skills
Contract Negotiations, Regulatory Compliance, Corporate Law, Intellectual Property, Contract Management, Due Diligence, Legal Writing, Civil Litigation, Negotiation
Education
UC Davis School of Law 2002 — 2005
J.D., Law
UC Davis 1998 — 2002
B.S., Political Science/African American Studies
james logan
Internap December 2012 - Present
ista North America December 2010 - June 2012
Chevron April 2009 - July 2010
VMware October 2007 - January 2009
Charles Schwab July 2006 - September 2007
Skills
Contract Negotiations, Regulatory Compliance, Corporate Law, Intellectual Property, Contract Management, Due Diligence, Legal Writing, Civil Litigation, Negotiation
Education
UC Davis School of Law 2002 — 2005
J.D., Law
UC Davis 1998 — 2002
B.S., Political Science/African American Studies
james logan
Ryan Susanto's Charles Schwab Experience April 2006 - August 2006
Job Contract Management Analyst at Pacific Gas and Electric Company
Industry Insurance
Experience
Pacific Gas and Electric Company January 2012 - Present
UnitedHealthcare August 2006 - December 2011
Charles Schwab April 2006 - August 2006
Education
Lowell High School 1994 — 1998
University of California, Davis
BS, Managerial Economics
Pacific Gas and Electric Company January 2012 - Present
UnitedHealthcare August 2006 - December 2011
Charles Schwab April 2006 - August 2006
Education
Lowell High School 1994 — 1998
University of California, Davis
BS, Managerial Economics
Angel Liang's Charles Schwab Experience September 2012 - Present
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Skills
Analysis, Financial Services, Fund Accounting, Financial Analysis, Bloomberg, Emerging Markets, Product Management, Business Analysis, Business Requirements, Mutual Funds, Relationship Management, Microsoft Excel, Project Management, Corporate Actions
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Charles Schwab September 2012 - Present
Skills
Analysis, Financial Services, Fund Accounting, Financial Analysis, Bloomberg, Emerging Markets, Product Management, Business Analysis, Business Requirements, Mutual Funds, Relationship Management, Microsoft Excel, Project Management, Corporate Actions
Education
University of California, Davis 2003 — 2007
B.S., Managerial Economics
Eva Kwong, CFP, CIMA's Charles Schwab Experience 2003 - 2006
Job Client & Business Management Executive at U.S. Trust, Bank of America
Industry Investment Management
Experience
U.S. Trust, Bank of America 2009 - Present
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Wealth Management, Fixed Income
Education
University of California, Davis 1998 — 2002
Bachelor of Science, Biological Sciences
U.S. Trust, Bank of America 2009 - Present
Bank of America 2007 - 2009
Bank of America 2006 - 2007
Charles Schwab 2003 - 2006
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Wealth Management, Fixed Income
Education
University of California, Davis 1998 — 2002
Bachelor of Science, Biological Sciences
Kary McLemore's Charles Schwab Experience September 1995 - August 2002
Job CFO | Financial Management Executive
Industry Construction
Experience
Peninsula Custom Homes, Inc. August 2002 - Present
Charles Schwab September 1995 - August 2002
Skills
PowerPoint, Payroll, Financial Analysis, Construction Management, Business Development, Strategy, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Financial Reporting, Budgets, Business Process..., Start-ups, Accounting, Employee Benefits, Risk Management, Project Management, Residential Homes, Finance, Accounts Receivable, Construction, Account Reconciliation, Credit, Project Planning
Education
University of California, Davis
Bachelor of Science (B.S.), Mathematics
Peninsula Custom Homes, Inc. August 2002 - Present
Charles Schwab September 1995 - August 2002
Skills
PowerPoint, Payroll, Financial Analysis, Construction Management, Business Development, Strategy, Customer Service, Strategic Planning, Business Strategy, Microsoft Excel, Financial Reporting, Budgets, Business Process..., Start-ups, Accounting, Employee Benefits, Risk Management, Project Management, Residential Homes, Finance, Accounts Receivable, Construction, Account Reconciliation, Credit, Project Planning
Education
University of California, Davis
Bachelor of Science (B.S.), Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank