Charles Schwab

Industry: Financial services company

Description

The 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
Rodney Suzuki Rodney Suzuki San Francisco Bay Area Details
Rodney Suzuki's Charles Schwab Experience 2001 - 2006
Job Financial Services Professional at MassMutual San Francisco
Industry Financial Services
Experience
MassMutual - San Francisco  September 2010 - Present
Heathsheetz/Bedrock   January 2007 - August 2010
Alternative Energy Sources Technology   2007 - 2010
Nestle  December 2005 - January 2006
Charles Schwab   2001 - 2006
WageWorks  June 2005 - December 2005
Charles Schwab and Co  May 2000 - May 2005
Blockbuster Entertainment  January 1999 - January 2000
Barclays Global/Bank of America   January 1997 - January 1999
Bank of America  January 1993 - January 1997

Skills
Financial Analysis, Finance, Auditing, Budgets, Financial Reporting, Market Research, Sales, Forecasting, Mergers & Acquisitions, Financial Services, Portfolio Management, Marketing, Investments, Accounting, Analytics, Analysis, Management, Banking, Insurance, Access

Education
University of Southern California   1980 — 1983
MBA, Finance

USC
M.B.A, Strategic Planning

USC
M.B.A, Finance

University of California, Riverside
B.A, Economics

Jacqueline Saltzer-Lamb Jacqueline Saltzer-Lamb San Francisco Bay Area Details
Jacqueline Saltzer-Lamb's Charles Schwab Experience October 2007 - May 2011
Job Principal, IT Infrastructure Services Marketing at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente  November 2012 - August 2013
Ortsbo   February 2012 - June 2012
eBay  May 2011 - February 2012
Charles Schwab   October 2007 - May 2011
Saba  October 2005 - October 2007
Oracle  January 2005 - September 2005
PeopleSoft (acquired by Oracle)   February 2004 - January 2005
FrontRange Solutions, Inc.   November 2001 - March 2003
iGeneration / HyCurve (US Web spin-off)   June 1999 - November 2001
Novell, Inc.   July 1998 - June 1999

Skills
Strategy, Corporate Communications, Strategic Communications, Internal Communications, Management, Business Strategy, Messaging, Mergers & Acquisitions, Multi-channel Marketing, Speech Writing, Program Management, Strategic Partnerships, Enterprise Software, Leadership, Project Management, Cross-functional Team..., Strategic Planning, Information Technology, Start-ups, Cloud Computing, Marketing, Integration, CRM, Business Development, Consulting, Product Marketing, Integrated Marketing, IT Strategy, Writing

Education
University of California, Santa Barbara   1987 — 1990
English Literature

University of California, Los Angeles   1983 — 1986
English

Marello   1980 — 1983

Everett Woo Everett Woo Greater Los Angeles Area Details
Everett Woo's Charles Schwab Experience 1999 - 2000
Job agency director at Transpacific Insurance Agency
Industry Insurance
Experience
Transpacific Insurance Agency   August 2007 - Present
OIS Inc   May 2002 - August 2007
MetLife  2001 - 2002
Charles Schwab   1999 - 2000
AXA Advisors  1997 - 1999
Computer spirit of Santa Clarita   1996 - 1997
Great Lakes chemicals - Purex   1988 - 1996
Centron Ballast Company   1990 - 1992
Aquadyne MFG   1975 - 1988

Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Retirement, Insurance, Health Insurance, 401k, Term Life Insurance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Planning, Brokers, Investments, Securities

Education
UCLA

Jon Mandala Jon Mandala Orange County, California Area Details
Jon Mandala's Charles Schwab Experience July 2011 - September 2014
Job MBA Candidate Class of 2016 | The Paul Merage School of Business, UC Irvine
Industry Financial Services
Experience
Charles Schwab   July 2011 - September 2014
Wells Fargo  October 2008 - July 2011
MRC Smart Technology Solutions, A Xerox Company  November 2007 - May 2008

Skills
Client Development, Manage Client..., Retail Banking, Personal Financial..., Organization Skills, Multitasking Skills, Mentoring New Hires, Stocks, Wealth Management..., Close Attention to..., Business Writing, Investments, Time Management, Resiliency, Written Communication, Public Speaking, Marketing, Finance, Financial Services, Banking, Sales, Customer Service

Education
University of California, Irvine - The Paul Merage School of Business   2014 — 2016
Master of Business Administration (MBA)

University of California, San Diego   2003 — 2007
Bachelor of Arts (BA)

Corona del Mar High School   1999 — 2003

Malana Moberg Malana Moberg San Francisco Bay Area Details
Malana Moberg's Charles Schwab Experience 1997 - 2011
Job Marketing and Management Consultant
Industry Management Consulting
Experience
The RoMa Group   April 2006 - Present
First Republic Bank  September 2014 - June 2015
AssetMark  March 2014 - September 2014
Franklin Templeton Investments  2011 - 2013
The Financial Women's Association of San Francisco   January 2012 - December 2012
Charles Schwab   1997 - 2011
Silicon Valley Bank  2007 - 2010
San Francisco Small Business Development Center   2002 - 2009
Visa  1998 - 1999
Wells Fargo  1992 - 1997

Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships

Education
University of California, Santa Barbara   1983 — 1987
BA, Business Economics

Kelly Lu Kelly Lu San Francisco Bay Area Details
Kelly Lu's Charles Schwab Experience 2004 - 2006
Job Finance Business Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems  January 2008 - Present
Mohler, Nixon & Williams   January 2006 - January 2008
Charles Schwab   2004 - 2006

Skills
Finance, Revenue Recognition, Accounting, Financial Reporting, Consolidation, Financial Analysis, Forecasting, Corporate Finance, Managerial Finance, Sarbanes-Oxley Act, US GAAP, Tax

Education
University of California, Los Angeles
B.A., Economics

Kerri (Savage) D'Astici, SPHR, CPC Kerri (Savage) D'Astici, SPHR, CPC Phoenix, Arizona Area Details
Kerri (Savage) D'Astici, SPHR, CPC's Charles Schwab Experience January 2010 - April 2012
Job Executive and Professional Career Coach, HR Consultant
Industry Human Resources
Experience
HR and Career Blueprint, LLC   September 2013 - Present
RiseSmart  September 2013 - Present
Charles Schwab   January 2010 - April 2012
Stream Global Services  June 2009 - December 2009
The Capital Group Companies  December 2004 - March 2009
various companies  January 2002 - November 2004
KLA-Tencor  August 2000 - September 2001
Midcom Corp   July 1998 - August 2000

Skills
Talent Acquisition, Applicant Tracking..., Talent Management, Project Management, Contract Recruitment, Technical Recruiting, HRIS, Coaching, Executive Coaching, Job Coaching, Business Coaching, Career Development..., Recruiting, Sourcing, Management, Vendor Management, Onboarding, Organizational..., Training, Performance Management, Hiring, Screening, College Recruiting, Career Counseling, Succession Planning

Education
University of California, Santa Barbara
Sociology

Center for Coaching

Katharine Earhart Katharine Earhart San Francisco Bay Area Details
Katharine Earhart's Charles Schwab Experience 1993 - 1995
Job Director, Institutional Sales at BlackRock
Industry Financial Services
Experience
BlackRock  April 2010 - Present
Barclays Global Investors  2008 - April 2010
Barclays Global Investors  2002 - 2008
Morningstar (Acquired mPower.com Inc, an online investment advisor in 2003)   1999 - 2002
Charles Schwab & Co.   1995 - December 1999
Charles Schwab   1993 - 1995

Skills
Finance, Sales, Marketing, Mutual Funds, Asset Managment, Investments, ETFs, Investment Advisory, Strategic Financial..., Retirement Planning

Education
University of California, Los Angeles
Bachelor of Arts, English

Colita Ellis Wittenkeller Colita Ellis Wittenkeller San Francisco Bay Area Details
Colita Ellis Wittenkeller's Charles Schwab Experience April 2000 - May 2005
Job Senior Corporate Counsel at Salesforce
Industry Legal Services
Experience
Salesforce, Inc.   September 2014 - Present
Salesforce.com, Inc.   March 2013 - September 2014
Salesforce, Inc.   October 2011 - February 2013
Salesforce.com Inc.   January 2007 - September 2011
Qualys, Inc.   November 2005 - January 2007
Charles Schwab   April 2000 - May 2005
Perkins Coie, LLP  May 1999 - April 2000
Donahue Gallagher Woods LLP  January 1997 - April 1999

Education
University of San Francisco School of Law   1993 — 1996
JD

University of California, San Diego   1988 — 1992
BA

Perika Sampson Perika Sampson Greater Chicago Area Details
Perika Sampson's Charles Schwab Experience 1997 - 2000
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
National Diversity Council  September 2013 - June 2014
Dearborn Consulting Partners   May 2012 - June 2014
Diversity Best Practices  February 2011 - May 2012
Perika Sampson Consulting   January 2005 - February 2011
Sotheby's International Realty  2005 - 2011
Bank One  2002 - 2004
JPMorgan Chase  2002 - 2004
Charles Schwab   1997 - 2000

Skills
Strategy Consulting, Diversity & Inclusion, Multicultural Marketing, Cultural Competency, Talent, Management Consulting, Training, Executive Coaching, Strategic Leadership, Leadership, Change Management, Strategic Partnerships, Strategy, Skilled Labor, CRM, Organizational...

Education
University of California, Los Angeles
Economics

Alan Pederson Alan Pederson Phoenix, Arizona Details
Alan Pederson's Charles Schwab Experience 1999 - 2004
Job Regional Supervision Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  2014 - Present
CDW  2013 - 2014
Schwab Advisor Services  2005 - 2013
Edward Jones  2004 - 2005
Charles Schwab   1999 - 2004
Charles Schwab   1995 - 1999

Skills
Trading, Mutual Funds, Networking, Technical Analysis, Relationship Management, Information Technology, Series 7, Series 8, Series 55, Series 63, Risk Analysis, Equity Trading, Investments, Electronic Trading, Economics, Trading Strategies, Financial Risk, Stock Market Analysis, Technology, Software, Computer Hardware, LAN-WAN, IT Solutions, Supervision

Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics

Joina Liao Joina Liao San Francisco, California Details
Joina Liao's Charles Schwab Experience May 2013 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 2013 - Present
Barclays Capital  September 2010 - May 2013
Accenture  January 2000 - September 2010

Skills
Business Transformation, IT Strategy, Capital Markets, Business Analysis, Management Consulting, Business Process..., PMO, Operating Models, Business Process..., Business Process Design, Outsourcing, Governance, Program Management, Enterprise Architecture, Reference Data, Project Management, Requirements Gathering, SDLC, Project Portfolio..., Offshoring, Business Process, Project Delivery, Business Intelligence, Vendor Management, Solution Architecture, Risk Management, Software Project...

Education
University of California, San Diego   1995 — 1999
Bachelor of Science (B.S.), Management Science

Lorenzo Hidalgo Lorenzo Hidalgo Phoenix, Arizona Details
Lorenzo Hidalgo's Charles Schwab Experience March 2006 - January 2012
Job
Industry Information Technology and Services
Experience
Salt River Project  June 2015 - Present
Apollo Education Group  June 2014 - June 2015
Toyota Financial Services  October 2013 - March 2014
American Express  February 2012 - October 2013
Charles Schwab   March 2006 - January 2012

Skills
Business Analysis, Software Project..., Project Management, Agile Methodologies, Scrum, Team Leadership, public speaking, Change Management, SDLC, Coaching, Process Improvement, Public Speaking, Quality Assurance, Team Management, Cross-functional Team..., Integration, Program Management, PMO, Vendor Management

Education
University of California, Los Angeles
Bachelor of Arts (BA), Economics

Nate Valentine Nate Valentine San Francisco Bay Area Details
Nate Valentine's Charles Schwab Experience June 1998 - July 2004
Job Small Business Owner & Consultant
Industry Restaurants
Experience
Harper & Rye   May 2014 - Present
Padrecito   March 2013 - Present
Blue Barn Gourmet   October 2012 - Present
The Tipsy Pig   February 2009 - Present
Umami   2006 - Present
Mamacita Restaurant   October 2005 - Present
Vintage415   1999 - Present
The Ambassador  January 2007 - 2013
Charles Schwab   June 1998 - July 2004

Skills
Social Media, Social Networking, Marketing, Entrepreneurship, New Business Development, Event Management, Social Media Marketing, Start-ups, Event Planning, Food, Marketing Strategy, Online Advertising, Management, Online Marketing, Public Speaking, Restaurants, Customer Service, PowerPoint, Advertising, Microsoft Word, Team Building, Small Business, Strategic Planning, Business Strategy, Leadership, Valuation, Brand Development, Business Development, Sales, Restaurant Management, Sales Management, New Restaurant Openings

Education
University of California, Santa Barbara   1994 — 1998
BA, Business, Economics

Semester at Sea   1996 — 1996

Rosalind Christenson Rosalind Christenson Danville, California Details
Rosalind Christenson's Charles Schwab Experience June 1983 - January 2000
Job Associate, Tanner/Hayden
Industry Financial Services
Experience
Tanner/Hayden   April 2012 - September 2015
Charles Schwab   June 1983 - January 2000

Skills
Project Management, Marketing, Risk Management, SDLC, Program Management, Vendor Management, Business Analysis, Leadership, Cross-functional Team..., Process Improvement, Strategic Planning, Management Consulting, CRM, PMO

Education
University of California, San Diego   1973 — 1978
BA, Anthropology

Paul Adelson, CFP®, CLU, MBA Paul Adelson, CFP®, CLU, MBA Greater Denver Area Details
Paul Adelson, CFP®, CLU, MBA's Charles Schwab Experience October 1999 - June 2000
Job National Account VP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  February 2015 - Present
Ash Brokerage Corporation  January 2011 - January 2015
BBVA Compass Investment Solutions  March 2009 - January 2011
Nationwide Financial  October 2007 - March 2009
AIG  December 2004 - October 2007
Jackson National Life  November 2001 - December 2004
Charles Schwab & Co., Inc   January 2001 - November 2001
Rotational Development Program   June 2000 - December 2000
Charles Schwab   October 1999 - June 2000
Charles Schwab   April 1998 - October 1999

Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning

Education
University of California, Santa Barbara
BA Cultural, Anthropology

University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services

University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program

Stephanie Magid Stephanie Magid Greater Denver Area Details
Stephanie Magid's Charles Schwab Experience 2013 - Present
Job Director, Operational Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   2013 - Present
Goldman Sachs  2009 - 2013
Zions Bank  2002 - 2009
Consulting Services  2000 - 2002
TenFold Corporation  1999 - 2000
Solbourne Computer, Inc.   1997 - 1999
Daw Technologies, Inc.   1995 - 1997
Purchasing Solutions & Strategies   1994 - 1995
Ford Motor Company  1994 - 1994
Amoco Oil Corporation  1993 - 1993

Skills
Risk Management

Education
University of Michigan - Stephen M. Ross School of Business   1992 — 1994
Master of Business Administration (M.B.A.)

University of California, San Diego
Bachelor of Arts (B.A.), Economics

Clete Landes, AAMS® Clete Landes, AAMS® Scottsdale, Arizona Details
Clete Landes, AAMS®'s Charles Schwab Experience January 2002 - April 2011
Job Business Manager/Consultant
Industry Financial Services
Experience
GetInsured  August 2013 - April 2015
CIGNA  October 2011 - August 2013
Charles Schwab   January 2002 - April 2011

Skills
Equities, Mutual Funds, Derivatives, Call Center, Bonds, Cross Selling, Leadership, Financial Services, Series 7, Series 63, Uniform Combined State..., Investments, Trading, Asset Managment, Securities, Asset Allocation, Investment Advisory, Portfolio Management, Wealth Management, Financial Advisory, Fixed Income, Options, Investment Management, Capital Markets, Relationship Management, Banking, Financial Risk, Risk Management, Insurance, Financial Markets, Employee Management, Sales Management, Team Management, Operational Risk..., 401k, Management, Retirement Planning, CRM, Sales, Investment Strategies, Asset Management, Team Building, Financial Planning, Coaching

Education
UCLA
BA

Colleen McCall Colleen McCall Greater Los Angeles Area Details
Colleen McCall's Charles Schwab Experience July 1997 - July 1999
Job Grant Writer, Content Author & Retail Business Consultant
Industry Internet
Experience
Independent Consulting  June 2013 - Present
We Olive Ventura   November 2008 - June 2013
Amazon  1999 - 2005
Charles Schwab   July 1997 - July 1999
Bank of America  1992 - 1998
Security Pacific Bank  January 1991 - March 1992
Federal Reserve Board  May 1989 - December 1990
Office of the Comptroller of the Currency  September 1987 - April 1989

Skills
Fundraising, Event Management, Foundation Management, Non-profits, Social Media, Public Speaking, Media Relations, Organizational..., Event Planning, Press Releases, Public Relations, Corporate Governance, Strategic Planning, Blogging, Budgets, Nonprofits, Entrepreneurship, Leadership, Marketing, Start-ups, Strategy, Facebook, Management, Retail, Non-profit..., Customer Service, Training, Marketing Strategy

Education
VCCF Center for Non Profit Leadership   2011 — 2014
N/A, Non-Profit/Public/Organizational Management

U.C. Hastings College of the Law   1984 — 1987
Juris Doctorate, Law

University of California, Los Angeles   1980 — 1984
Bachelor of Arts, Philosophy

Sonia Bui Sonia Bui San Francisco, California Details
Sonia Bui's Charles Schwab Experience October 2011 - May 2012
Job Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital  November 2014 - Present
First Republic Bank  April 2013 - November 2014
Technology Crossover Ventures  June 2012 - March 2013
Charles Schwab   October 2011 - May 2012
The California Group  January 2011 - June 2011
Consulate General of Ireland  January 2011 - April 2011

Skills
Fundraising, Research, Politics, Event Planning, Outlook, Analysis, Policy Analysis, Public Speaking, Microsoft Excel, PowerPoint, Editing, Social Media, Strategic Planning, Data Analysis, Management, Leadership

Education
University of California, Los Angeles
B.A., Anthropology

Catherine Middendorf Catherine Middendorf Phoenix, Arizona Area Details
Catherine Middendorf's Charles Schwab Experience July 2012 - Present
Job Sr Manager Employee Relations at Charles Schwab
Industry Human Resources
Experience
Charles Schwab   July 2012 - Present
Apollo Group  August 2010 - June 2012
American Express  June 2004 - April 2010
American Express  July 1999 - June 2004
The Boeing Company  January 1997 - October 1998
UM-St. Louis & Maryville University   1994 - 1996

Skills
Analysis, Analytics, Data Analysis, Employee Relations, HR Policies, HRIS, Human Resources, Organizational..., Talent Management

Education
University of California, San Diego
BA

University of Missouri-Saint Louis
PhD & MA

Sandy Tan Sandy Tan San Francisco Bay Area Details
Sandy Tan's Charles Schwab Experience October 2014 - Present
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2014 - Present

Skills
Budgets, Financial Analysis, Customer Service, Nonprofits, Credit, Public Speaking, Expenses, People-oriented, Compensation & Benefit, Analysis, Access, Financial Accounting, Microsoft Excel, Accounting, Asset Management, Data Analysis, Finance, Fundraising, Variance Analysis, Microsoft Office, Financial Reporting, Leadership, Forecasting, PowerPoint, Outlook, Non-profits, Problem Solving, Series 7

Education
University of California, Riverside
Bachelors of Arts, Economics and Administrative Studies

Shekhar Darke Shekhar Darke San Francisco Bay Area Details
Shekhar Darke's Charles Schwab Experience April 2006 - February 2007
Job Staff Accountant at EARN.ORG
Industry Accounting
Experience
INgrooves  2012 - 2012
EARN.ORG  May 2009 - June 2011
Universal Music & Video Distribution  March 2007 - October 2008
Charles Schwab   April 2006 - February 2007

Skills
Account Management, Process Improvement, Time Management, Teamwork, Project Management, Database Administration, Nonprofits, Event Planning, Accounting, Management, Leadership, Access, Financial Reporting

Education
UC Hastings College of the Law   2011 — 2014
J.D.

University of California, Los Angeles   2001 — 2005

Galileo Academy of Science and Technology

Jennifer Ling Jennifer Ling San Francisco Bay Area Details
Jennifer Ling's Charles Schwab Experience 1999 - 2005
Job
Industry Financial Services
Experience
Fidelity Investments  April 2005 - April 2011
Charles Schwab   1999 - 2005

Education
University of Southern California   1995 — 1997
MA, Public Administration

University of California, Los Angeles   1993 — 1995
BA, Business Economics

Marianne Barulich Tracy Marianne Barulich Tracy San Francisco Bay Area Details
Marianne Barulich Tracy's Charles Schwab Experience January 2010 - February 2014
Job Experiential Marketing Innovator
Industry Marketing and Advertising
Experience
Cisco  December 2014 - Present
George P Johnson Experience Marketing  June 2014 - Present
Charles Schwab   January 2010 - February 2014
Charles Schwab   August 2007 - January 2010
Envivio Inc  January 2005 - August 2007
Virage  January 2001 - April 2004
Pinnacle Systems  1996 - 2000

Skills
Marketing Communications, Product Management, Multi-channel Marketing, Marketing, Product Marketing, Strategic Partnerships, Marketing Strategy, Strategy, Email Marketing, Digital Marketing, Management, Start-ups, Lead Generation, Online Advertising, SaaS, Salesforce.com, Project Management, Integrated Marketing, Customer Experience

Education
University of California, Los Angeles
BA, History, Business Administration

St. Rose Academy, San Francisco
High School Diploma

Erich Reichenbach Erich Reichenbach San Francisco Bay Area Details
Erich Reichenbach's Charles Schwab Experience September 1997 - March 2003
Job Investment Sales at Marcus & Millichap
Industry Investment Management
Experience
Marcus & Millichap  May 2010 - Present
Property Associates Group, Inc   March 2004 - Present
Western Pacific Realty, Inc.   October 1997 - May 2010
Charles Schwab   September 1997 - March 2003
Preferred Capital, Inc.   September 1995 - September 1997
Sutro & Co., INc.   April 1990 - September 1995
Pacific Stock Exchange  March 1985 - April 1990

Skills
Capital Markets, Derivatives, Financial Services, Investment Properties, Asset Managment

Education
University of California, Santa Barbara   1980 — 1984
BS, Business Administration

Michael Amash Michael Amash Los Angeles, California Details
Michael Amash's Charles Schwab Experience April 1995 - December 2001
Job Senior Vice President at Westmount Asset Management ~ Specializing in financial planning and investment management.
Industry Investment Management
Experience
Westmount Asset Management  September 2002 - Present
Charles Schwab   April 1995 - December 2001

Education
UC Irvine   1987 — 1991
Bachelor of Arts (BA), Economics

Michele Berson Michele Berson Westlake Village, California Details
Michele Berson's Charles Schwab Experience 1997 - November 1999
Job Simple, straightforward and easy to understand solutions for your financial independence.
Industry Financial Services
Experience
Berson Money Management   May 2012 - Present
Churchill Management Group  November 1999 - May 2012
The Business Life Connection (aka Coaching By Michele)   January 2003 - June 2007
Charles Schwab   1997 - November 1999
Mercer Global Advisors  1995 - 1996
Global Dynamics   1993 - 1995
First Interstate Bank  January 1990 - September 1994
Citi  September 1989 - January 1990
Bank of New York (formally Irving Trust Company)   February 1985 - September 1988
First Interstate Bank  September 1983 - February 1985

Skills
Investments, Entrepreneur, Personal Finance, Securities, Wealth Management, Entrepreneurship, Financial Advisory, Investment Advisory, Insurance, Portfolio Management, Series 7, Relationship Management, Asset Allocation, Financial Services, Retirement Planning, Investment Management, Finance

Education
University of California, Los Angeles   1979 — 1983
B.A., Economics

La Jolla High School   1977 — 1979

Linda Suen Linda Suen Greater Los Angeles Area Details
Linda Suen's Charles Schwab Experience December 2008 - August 2010
Job Senior Digital Analyst at The Walt Disney Company | MS Business Analytics Candidate at USC Marshall
Industry Internet
Experience
The Walt Disney Company  August 2015 - Present
HauteLook, a Nordstrom Company  April 2014 - August 2015
BCBG Max Azria  August 2012 - April 2014
Kasa Capital  September 2010 - August 2012
Charles Schwab   December 2008 - August 2010
Goldman Sachs  June 2008 - November 2008

Skills
SAS, SQL, Coremetrics Analytics, Omniture, Google Analytics, MicroStrategy, Business Intelligence, Data Analysis, R, JMP, Watson, Forecasting, Microsoft Excel, E-commerce, PowerPoint, Analytics, Marketing, Analysis, SAP, Management, Finance, Sales, Market Research, Retail, Cross-functional Team..., Accounting, Competitive Analysis, Access, Outlook, Visual Basic, Stata, Matlab, STS, Process Improvement, Silverpop, ExactTarget, Business Analysis

Education
University of Southern California   2014 — 2016
Master of Science (M.S.), Business Analytics

University of California, Los Angeles   2005 — 2008
Bachelor of Science (B.S.), Mathematics/Economics

Ketan Khatri Ketan Khatri Dublin, California Details
Ketan Khatri's Charles Schwab Experience December 2004 - Present
Job Sr System Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2004 - Present

Education
University of California, San Diego   1996 — 2000
Bachelor of Science (B.S.), Computers Science

Marco Quevedo Marco Quevedo Los Angeles, California Details
Marco Quevedo's Charles Schwab Experience September 2002 - January 2005
Job Finance Professional
Industry Venture Capital & Private Equity
Experience
Ivory Capital  December 2014 - Present
Asian Coast Development   January 2013 - November 2014
Credit Suisse  July 2009 - November 2012
Goldman Sachs  2005 - 2007
Charles Schwab   September 2002 - January 2005

Skills
Investment Banking, Finance, Financial Modeling, Valuation, Equities, Venture Capital, Leveraged Finance, Credit Analysis, Private Equity, Due Diligence, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis, Emerging Markets

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA, Finance and Real Estate

University of California, San Diego   1998 — 2002
B.S, Computer Science

Marcela De Narvaez Marcela De Narvaez San Francisco Bay Area Details
Marcela De Narvaez's Charles Schwab Experience 1994 - 1999
Job Project Manager at Scully Estates
Industry Internet
Experience
Scully Estates   February 2013 - Present
Various  February 2010 - March 2013
Battersea   2007 - 2010
Telegraph Hill Partners   2005 - 2007
Huckleberry Youth Programs and Clinic   2002 - 2004
S.Com  1999 - 2001
Charles Schwab   1994 - 1999

Skills
Start-ups, Marketing, Project Management, Online Marketing, Sourcing, Strategic Partnerships, Entrepreneurship, Strategy, Human Resources, E-commerce, Management, Leadership

Education
University of California, Santa Barbara
BA, Psychology

Lissa Harris Lissa Harris San Francisco Bay Area Details
Lissa Harris's Charles Schwab Experience May 1993 - October 2001
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  January 2010 - Present
Morgan Stanley Smith Barney  December 2001 - January 2010
Charles Schwab   May 1993 - October 2001

Education
University of California, Irvine   1969 — 1973
BA, Linguistics

Adam Steinharter Adam Steinharter San Francisco Bay Area Details
Adam Steinharter's Charles Schwab Experience February 2001 - July 2004
Job Senior Recruiting Manager at SurveyMonkey
Industry Staffing and Recruiting
Experience
SurveyMonkey  March 2013 - Present
StumbleUpon  February 2012 - January 2013
Involver (Acquired by Oracle)   March 2011 - February 2012
Adchemy (Acquired by Walmart.com)   October 2010 - March 2011
Google  January 2010 - October 2010
Premier - Experts in Search and Placement  October 2005 - December 2009
Adam Jacobs Associates  July 2004 - October 2005
Charles Schwab   February 2001 - July 2004
Charles Schwab   November 2000 - February 2001

Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Sourcing, Interviews, College Recruiting, Social Media, Talent Management, Start-ups, Screening, Search, Talent Acquisition, Social Networking, Ping pong, Conspiracy, Racketeering, Manslaughter, Hiring, Sales, Product Management, Facebook, Team Building, Marketing, Account Management, Lead Generation, Executive Search, Internet Recruiting, Contract Recruitment, Screening Resumes, Drug Trafficking, Embezzlement, Digital Marketing, Benefits Negotiation, Cold Calling, Management, Golf, Foosball

Education
University of California at Santa Barbara   1995 — 1999
Bachelors of Arts in Communications, Minor in History

Adrien Tamayo Adrien Tamayo Phoenix, Arizona Area Details
Adrien Tamayo's Charles Schwab Experience January 2013 - Present
Job Financial Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2013 - Present

Skills
Microsoft Word, Microsoft Excel, Fundraising, Community Service, Operating Budgets

Education
University of California, Riverside   2008 — 2012
B.A, Philosophy

Joel Pearce Joel Pearce San Francisco Bay Area Details
Joel Pearce's Charles Schwab Experience 2008 - 2014
Job Director, Store Communications at Ross Stores, Inc.
Industry Public Relations and Communications
Experience
Ross Stores, Inc.   2014 - Present
Charles Schwab   2008 - 2014
Pearce Communication   2006 - 2008
Pacific Gas & Electric Company  2005 - 2006
Charles Schwab and Company  2004 - 2005
Charles Schwab and Company  2001 - 2004
Charles Schwab and Company  1999 - 2001
Charles Schwab and Company  1997 - 1999
Enterprise Rent-A-Car  1995 - 1997

Skills
Internal Communications, Message Development, Writing, Newsletters, Channel Management, Mergers, Change Management, Leadership Communication, Coaching, Messaging, Crisis Communications, Corporate Communications, Strategic Communications, Strategy, Management, Employee Engagement, Crisis Management, Mergers & Acquisitions, Leadership, Channel Partners, Team Leadership, Training, Public Speaking

Education
University of California, San Diego   1989 — 1994
Bachelor of Arts, Political Science

University of California, San Diego
Bachelor of Arts (B.A.), Political Science

Kamara Tramble Kamara Tramble San Francisco Bay Area Details
Kamara Tramble's Charles Schwab Experience May 2006 - February 2009
Job Accountant at Foothill College
Industry Accounting
Experience
Foothill-De Anza Community College District  August 2014 - Present
Amerit Consulting  April 2011 - August 2014
PepsiCo  June 2010 - April 2011
Charles Schwab   May 2006 - February 2009
Hewlett-Packard  September 1999 - April 2006

Skills
Financial Analysis, Microsoft Excel, Process Improvement, Finance, Mergers, Accounts Receivable, Analysis, PeopleSoft, SAP, Microsoft Office, Account Reconciliation, PowerPoint, Financial Reporting, Customer Service, Human Resources, Recruiting, Account Management, Employee Benefits, Auditing, Employee Relations, Project Management

Education
University of California, Los Angeles   1994 — 1999
BA

Glenn Snyder Glenn Snyder San Francisco Bay Area Details
Glenn Snyder's Charles Schwab Experience March 2014 - Present
Job Director Business Strategy & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2014 - Present
Charles Schwab   June 2011 - March 2014
Visa  January 2010 - January 2011
Visa  January 2006 - January 2010
San Francisco State University  August 2002 - June 2007
Franklin Templeton Investments  June 2000 - January 2006
Franklin Templeton Investments  August 1998 - June 2000
Union Bank  July 1995 - August 1998

Skills
Strategic Financial..., Strategy, Analytics, Forecasting, Competitive Analysis, Finance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Budgets, Analysis, Management, Pricing, Budgeting, Excel, PowerPoint, Credit, Microsoft Office, Access, SAS, PeopleSoft, Market Analysis, Word, Trend, Profitability Analysis, Supervisory Skills, Financial Planning, Corporate Finance, P&L, Business Strategy, Financial Services, Leadership

Education
University of San Francisco   1999 — 2001
MBA, International Business & Finance

University of California, Los Angeles   1991 — 1995
BA, International Economics

Novato High School

Sharon Staley, PMP Sharon Staley, PMP San Francisco Bay Area Details
Sharon Staley, PMP's Charles Schwab Experience 1990 - 1994
Job PMO Manager at Lilien Systems
Industry Financial Services
Experience
Lilien Systems  January 2012 - Present
FICO  August 1996 - February 2011
Charles Schwab   1990 - 1994
Deloitte Consulting  1987 - 1989
National Association of Securities Dealers  July 1984 - September 1986
Bank of America  1985 - 1986

Skills
Business Process, Requirements Analysis, Strategy, Leadership, Project Management, SDLC, Management, Product Marketing, SaaS, CRM, Program Management, Business Analysis, Training, Business Strategy, Business Process Design, Professional Services, Consensus Building, PMO, Project Planning, Solution Selling, Marketing, Product Development, Business Planning, Visio, Analytics, Enterprise Software, Cloud Computing, Business Development, Product Management, Software Product..., Software Project...

Education
University of California, Los Angeles   1980 — 1984
BA, Business Economics

Susan Johnston Mercy Susan Johnston Mercy San Francisco Bay Area Details
Susan Johnston Mercy's Charles Schwab Experience 2009 - 2010
Job Creative Director | Freelance Writer
Industry Marketing and Advertising
Experience
MercyMe Creative   2004 - Present
Ogilvy  2004 - Present
Eleven  June 2010 - October 2012
Charles Schwab   2009 - 2010
Twist Creative Partners   2007 - 2009
MRM Worldwide  2005 - 2007
Foote, Cone & Belding   2002 - 2004
Bozell  1998 - 2002
Modem Media Poppe Tyson   1995 - 1997
Woolward and Partners   1994 - 1996

Skills
Copywriting, Creative Strategy, Interactive Advertising, Creative Direction, Integrated Marketing, Brand Development, Online Advertising, Advertising

Education
University of California, Los Angeles
BA, English Literature

Deb McMahon Deb McMahon San Francisco Bay Area Details
Deb McMahon's Charles Schwab Experience 2006 - 2009
Job Program Director IT Service Management at Kaiser Permanente IT
Industry Information Technology and Services
Experience
Kaiser Permanente IT  April 2012 - Present
Kaiser Permanente IT  August 2010 - Present
Charles Schwab   2006 - 2009
Charles Schwab   2004 - 2005
Charles Schwab   2002 - 2004
Charles Schwab   1999 - 2001
Charles Schwab   1989 - 1999
Executive Life Insurance   1986 - 1988
Ticor Title  1985 - 1986
Ticor Home Warranty   1984 - 1985

Skills
ITIL, Program Management, Change Management, IT Service Management, Vendor Management, Data Center

Education
University of California, Santa Barbara
BA with Honors, Speech Pathology and Audiology

Art Ferrari Art Ferrari San Francisco Bay Area Details
Art Ferrari's Charles Schwab Experience December 2014 - Present
Job Business and Reporting Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   December 2014 - Present
Caliber Home Loans  July 2013 - November 2014
Robbins Geller Rudman & Dowd LLP  September 2010 - July 2013

Skills
Litigation Support, Data Analysis, Legal Research

Education
University of California, San Diego   2008 — 2010
Bachelor of Arts (B.A.), Math and Economics

Monica Hammer Monica Hammer Seattle, Washington Details
Monica Hammer's Charles Schwab Experience December 2011 - September 2012
Job Sr. Producer at Microsoft
Industry Internet
Experience
Microsoft  June 2013 - Present
Charles Schwab   December 2011 - September 2012
Fitness Anywhere LLC  February 2011 - November 2011
Charles Schwab Inc  June 2010 - February 2011
iCrossing  January 2009 - June 2010
Charles Schwab   July 2008 - January 2009
McCann Worldgroup  January 2008 - July 2008
MarketTools, Inc  August 2006 - January 2008
Vibrant Media, Inc.   May 2005 - July 2006
Google, Inc.   April 2003 - May 2005

Skills
Project Manager, Web Producer, Digital Marketing, SEO, E-commerce, Social Media, Email Marketing, User Experience, Online Advertising, SEM, Digital Media, Online Marketing, Product Management, Creative Direction, Advertising, CRM, Copywriting, Project Management

Education
University of California, Santa Barbara
B.A., Sociology

L.A.C.C., Salamanca, Spain
Spanish Language, Arts and Culture (1991)

Escuela Ixbalanque, Honduras, C.A.: Spanish Language and Latin American Culture (1995)   1995 — 1995
Spanish

Andre' Smiley, CRCM Andre' Smiley, CRCM San Francisco Bay Area Details
Andre' Smiley, CRCM's Charles Schwab Experience September 2013 - Present
Job Managing Director – Charles Schwab Bank Compliance at Charles Schwab
Industry Banking
Experience
Charles Schwab   September 2013 - Present
Bank of the West  August 2012 - September 2013
Bank of the West  January 2011 - August 2012
Wells Fargo Bank  April 2006 - January 2011
KPMG LLP  2003 - 2006
Federal Reserve Bank of San Francisco  December 2001 - March 2003
Competix   October 1999 - November 2001
First Interstate Bank  1990 - 1996

Skills
CRCM, Banking, Internal Controls, Leadership, Loans, Operational Risk, Policy, Retail Banking, Risk Assessment, Risk Management, Quality Assurance, Program Management, Management, Compliance, Cross-functional Team..., Internal Audit, Project Management, Training

Education
UCLA   1984 — 1989
BA, Sociology

Regina Ravetti McKenzie, CIMA®, CFP® Regina Ravetti McKenzie, CIMA®, CFP® San Francisco Bay Area Details
Regina Ravetti McKenzie, CIMA®, CFP®'s Charles Schwab Experience June 2002 - July 2003
Job Marketing Manager, Generic Oncology at McKesson Specialty Health
Industry Hospital & Health Care
Experience
McKesson Specialty Health  November 2013 - Present
McKesson  April 2012 - November 2013
BlackRock  August 2008 - February 2012
BlackRock  March 2009 - November 2010
Barclays Global Investors  July 2003 - August 2008
Charles Schwab   June 2002 - July 2003

Skills
CRM, Financial Services, Program Management, Business Development, Lead Generation, Segmentation, Leadership, Marketing Strategy, Relationship Management, Marketing, Strategic Planning, Performance Metrics, Asset Management, ETFs, Investment Strategies, Client Engagement, Marketing Communications, Healthcare Management, Customer Engagement, Portfolio Management, Team Leadership, Strategy, Investment management, Content Creation, Copywriting, Incentive Programs, Sales Support, Public Speaking, Collaborative, Customer Experience, Maximizer, Customer Relations, New Business Development, Cold Calling Experience, SaaS, Online Marketing, Content Strategy, Content Development, Management, Investments, Project Management, Product Management, Sales, Finance, healthcare, Pharmaceutical Industry, Online Campaign..., Campaign Strategies, Health Care..., Oncology

Education
University of California, Los Angeles
B.A., History/Art History

UC Berkeley Extension
University Extension, Certificate in Personal Financial Planning

University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Program

Woody Queen Woody Queen Pleasanton, California Details
Woody Queen's Charles Schwab Experience June 2004 - October 2006
Job Financial Consultant Specialist at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  October 2011 - Present
Armanino McKenna LLP  January 2011 - October 2011
The Mergis Group  March 2010 - January 2011
Nelson and Associates  November 2006 - January 2010
Charles Schwab   June 2004 - October 2006
Charles Schwab   July 2000 - June 2004
Charles Schwab   June 1999 - July 2000
Bank of America  1998 - 1999

Skills
Executive Search, Financial Analysis, Accounting, Talent Acquisition, Human Resources, Finance, Analysis, Management, Mergers & Acquisitions, Budgets, Business Analysis, Executive Management, Training, Internal Audit, Payroll, Financial Modeling, Recruiting, Management Consulting, Leadership, Strategy, Process Improvement, Forecasting, Sarbanes-Oxley Act, Start-ups, Vendor Management, Business Process..., Technical Recruiting, PeopleSoft, Talent Management, Temporary Placement, Applicant Tracking..., College Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Staffing Services, Interviews, Consulting, CRM, Temporary Staffing, Benefits Negotiation, SDLC, Performance Management

Education
University of California, San Diego   1989 — 1994
Bachelor of Arts, Economics

Mark Nevelow Mark Nevelow Greater St. Louis Area Details
Mark Nevelow's Charles Schwab Experience 1996 - 1998
Job Principal Business Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  June 2010 - Present
Tata Consultancy Services  2006 - 2010
Unisys  2005 - 2006
The Other Woman   2000 - 2005
Fleet Bank  1999 - 2000
Wells Fargo  1998 - 1999
Charles Schwab   1996 - 1998
Lord, Dentsu & Partners   1994 - 1996
Brainstorm  1991 - 1994
Time Warner Inc.  1987 - 1991

Skills
Business Intelligence, Business Process, IT Strategy, Requirements Analysis, Management Consulting, Enterprise Architecture, Business Process Design, Business Analysis, Pre-sales, SaaS, Management, Engagement Management, Cloud Computing, CRM, Enterprise Software, Program Management

Education
UCSD   1974 — 1978
Bachelor's degree, Sociology

Kathleen Bascom Kathleen Bascom San Francisco Bay Area Details
Kathleen Bascom's Charles Schwab Experience 2000 - 2001
Job Marketing Analyst
Industry Internet
Experience
Charles Schwab   2000 - 2001
Charles Schwab   1998 - 2000
Arcus Staffing Resources   1997 - 1998
AOL/GNN   1996 - 1996
Strategic Staffing Solutions  1995 - 1996
JWT  1992 - 1995
Various  1989 - 1992

Skills
Marketing, Social Media Marketing, Event Planning, Market Research, Management, Advertising, Event Management, Program Management, Project Planning, Editing, Marketing Strategy, Sales, Customer Service, Leadership, Microsoft Office, Public Speaking

Education
University of California San Diego   1986 — 1989
BA, Communications

University of California, San Diego   1986 — 1989
BA Communications

Lois Feinstein Lois Feinstein Greater Denver Area Details
Lois Feinstein's Charles Schwab Experience 1991 - 2001
Job Creator of Website Copy that Sets You Apart from the Competition! All Website Copy is Not Created Equal!
Industry Writing and Editing
Experience
Great Site Web Copy!   January 2001 - Present
Great Site Web Copy   January 2001 - Present
Denver Young Artists Orchestra   2003 - 2007
Charles Schwab   1991 - 2001

Skills
Copywriting, Press Releases, Feature Articles, Copy Editing, Blogging, Freelance Writing, Editing, Content Development, Journalism, Publishing, Newsletters, Magazine Articles, Non-profits, Social Media, Proofreading, Creative Writing, Web Content, Articles, Brochures, Editorial, Content Writing, Marketing Copy, Magazines, Strategic Planning, Publications, Content Management, Publicity, SEO copywriting, Corporate Communications, Facebook, Nonprofits

Education
University of California, Los Angeles   1971 — 1975
B.A., Communication Studies

University of California, Los Angeles
Bachelor's degree, Communications

Janet Mansinne Janet Mansinne San Francisco Bay Area Details
Janet Mansinne's Charles Schwab Experience June 2001 - October 2002
Job Strategic Sales, Relationship Management, Account Management
Industry Management Consulting
Experience
M Squared Consulting a SolomonEdwards Company   July 2013 - Present
M Squared Consulting  July 2003 - July 2013
Charles Schwab   June 2001 - October 2002
Charles Schwab   August 2000 - September 2001
Cerveceria Quilmes   2000 - 2000
Lehman Brothers  June 1999 - September 1999
Y A R Communications   March 1994 - June 1998
San Francisco Chamber of Commerce  September 1993 - December 1993
San Francisco Chamber of Commerce  March 1990 - January 1993
Geochem, Ltd   January 1989 - December 1989

Skills
New Business Development, Product Management, Cross-functional Team..., Business Strategy, Strategy, Program Management, CRM, Strategic Planning, Business Development, Strategic Partnerships, Marketing Communications, Competitive Analysis, Leadership, Sales, Salesforce.com, Mergers & Acquisitions, Brand Management, Start-ups, Change Management, Marketing Management, Analytics, Management, Human Resources, Entrepreneurship, Team Building, Risk Management, Process Improvement, Enterprise Software, Product Marketing, Consulting, Professional Services, Executive Management, Go-to-market Strategy

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
MBA, International Business, Organizational Development, Marketing

Miramonte High School

St. Giles
CELTA, Multilingual communications instruction

University of California, Los Angeles
BS, Cum Laude, Communications - Mass Media

Chelsea Chen Chelsea Chen San Jose, California Details
Chelsea Chen's Charles Schwab Experience 2004 - 2004
Job Web Application Engineer at PayPal
Industry Information Technology and Services
Experience
PayPal  April 2012 - April 2015
PayPal  August 2006 - March 2012
VeriSign  October 2004 - July 2006
Charles Schwab   2004 - 2004

Skills
Git, JavaScript, AJAX, JSON, HTML 5, CSS, jQuery, Java, Node.js, RESTApi, Agile Methodologies, Web Application..., Web Standards, User Experience, HTML5, Web Development, Software Development, XML, Web Applications, Scrum, Software Engineering

Education
University of California, San Diego
B.S.

Don McAdang Don McAdang San Francisco Bay Area Details
Don McAdang's Charles Schwab Experience 2005 - Present
Job Strategy, Analytics and Marketing Operations Leader
Industry Marketing and Advertising
Experience
Charles Schwab   2005 - Present
Charles Schwab   2000 - 2005
Charles Schwab   1996 - 2000

Skills
Strategy, Cross-functional Team..., Vendor Management, Project Management, Leadership, Analytics, Forecasting, Business Planning, Business Intelligence, Advertising Agency, Marketing Operations, Resource Management, Process Improvement, Change Management, Tableau, Management, Enterprise Software

Education
University of California, Los Angeles   1985 — 1990
BA., Political Science

Shannon Jin, CFA Shannon Jin, CFA San Francisco Bay Area Details
Shannon Jin, CFA's Charles Schwab Experience June 2014 - Present
Job Fixed Income Credit Research Analyst at Charles Schwab
Industry Investment Management
Experience
Charles Schwab   June 2014 - Present
Charles Schwab   December 2010 - May 2014
First Republic Bank  June 2008 - February 2010
East West Bank  July 2007 - June 2008

Skills
Fluent in English,..., Equities, Finance, Investments, Banking, Analysis, Portfolio Management, Bloomberg, Risk Management, Financial Analysis, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Securities, Valuation, Equity Research, Capital Markets, Investment Advisory, Relationship Management, Wealth Management, Investment Strategies, Asset Allocation, Investment Management, Financial Services, Financial Modeling, ETFs, Derivatives, Financial Markets, Strategic Financial..., Trading, Wealth Management..., Credit Analysis, FX Options, Financial Risk, Options, Private Equity, Investment Banking, Equity Trading, Corporate Finance, Treasury Management, Credit Risk, Institutional..., Venture Capital, Credit, Bonds, Management

Education
University of California, Los Angeles   2005 — 2007
BA, Economics/International Studies

SNL class

Lisa Simpson Lisa Simpson San Francisco, California Details
Lisa Simpson's Charles Schwab Experience July 2011 - July 2014
Job Digital and Integrated Marketing Manager
Industry Marketing and Advertising
Experience
Wells Fargo  August 2014 - Present
Charles Schwab   July 2011 - July 2014
Charles Schwab   June 2010 - June 2011
Charles Schwab   January 2007 - June 2010
Visa  June 2006 - December 2006
Grey San Francisco  November 2003 - May 2006
Modem Media  January 2003 - January 2004
Miller Huber   August 2000 - July 2001
USWeb/CKS  May 1999 - August 2000

Skills
Integrated Marketing, Digital Marketing, Email Marketing, Online Advertising, Marketing Communications, SEO, Lead Generation, Marketing Strategy, Social Media, CRM, Strategy, Analytics, Marketing, Customer Acquisition, B2B, Strategic Communications, Interactive Marketing, Direct Marketing, Social Media Marketing, User Experience, Cross-functional Team..., Leadership, Management, Direct Mail, Mobile Marketing, Digital Strategy, Multi-channel Marketing, Content Development, Web Analytics, Online Marketing, Advertising, B2B Marketing, Content Strategy, Web Content

Education
University of California, Santa Barbara
Bachelor's Degree, Communications

James Kitchens, CFA James Kitchens, CFA Encinitas, California Details
James Kitchens, CFA's Charles Schwab Experience 1992 - 1997
Job Institutional Investment Research & Sales
Industry Investment Management
Experience
Self Employed - Family Office   2012 - Present
LPL Financial  2010 - 2012
National Retirement Partners  2003 - 2010
Net Asset Management   2002 - 2003
RunMoney Corp.   1999 - 2002
Pilgrim Baxter - Hedge Fund   1997 - 1999
Charles Schwab   1992 - 1997
Hall & Co. Inc.   1988 - 1992

Skills
Investment Research &..., Asset Allocation, Institutional Sales, Portfolio Management, 401(k) Plans, Defined Benefit Plans, Wealth Management, Custom Analytics, Investment Manager..., Risk Management, Mutual Funds, Target Date Funds, Separately Managed..., Alternative Investments, Lifetime Funds, ETFs, Product Development, Team Building

Education
University of California, San Diego   1983 — 1988
Bachelor's degree, Economics

Scott Gamon Scott Gamon San Francisco Bay Area Details
Scott Gamon's Charles Schwab Experience February 1996 - December 2001
Job Web Developer, Frontend Engineer, Team Leader
Industry Internet
Experience
SunGard Availability Services  August 2013 - Present
BabyCenter.com  January 2004 - July 2013
Charles Schwab   February 1996 - December 2001

Skills
CSS, JavaScript, Web Development, Scrum, PHP, Agile Methodologies, XML, Subversion, Web Applications, Front-end, JSON, DHTML, AJAX, HTML, CMS, User Experience, Git, Omniture, Front-end Development, jQuery, MySQL, Apache, HTML5, Wordpress, Agile, Web Analytics, Agile Project Management, Software Development, Web Services, Node.js, D3.js, Backbone.js

Education
University of California, Los Angeles
BA

Bellarmine College Preparatory

Cooper Alexander Cooper Alexander Greater Los Angeles Area Details
Cooper Alexander's Charles Schwab Experience 1992 - 2004
Job Market Coordinator at CineTel Films
Industry Entertainment
Experience
CineTel Films  May 2009 - April 2013
Showcase Entertainment  2008 - 2009
Los Angeles Film Festival  2008 - 2008
Women In Film  2005 - 2008
Charles Schwab   1992 - 2004

Skills
Event Planning, Entertainment, Social Media, Public Relations, Social Media Marketing, Leadership, Event Management, Television, Social Networking, Time Management, Digital Media, Marketing, Advertising, Marketing Communications, Marketing Strategy, Management

Education
Central Missouri State University
BSBA, Finance & Computer Information Systems

University of California, Los Angeles

Cynthia Rocco Cynthia Rocco Oceanside, California Details
Cynthia Rocco's Charles Schwab Experience July 1985 - January 1996
Job Investor
Industry Accounting
Experience
Charles Schwab   July 1985 - January 1996

Skills
Derivatives, Financial Services, Financial Risk, Asset Allocation, Trading Systems, Investment Strategies, Equity Trading, Electronic Trading, Relationship Management, Due Diligence, Equity Derivatives, Emerging Markets, ETFs, High Net Worth..., Prime Brokerage, Executive Management, Series 65, Credit, Retirement Planning, Uniform Combined State..., Retirement, Series 24, Brokerage, Strategy, Investments, Options Strategies, Securities, Wealth Management, Series 7, Trust Services, Buy-side

Education
UCSD   2012 — 2014
Accounting and Finance

Notre Dame University of Maryland   1981 — 1984
BA, Business/Economics

ANDREW TANG, CFP® ANDREW TANG, CFP® San Francisco Bay Area Details
ANDREW TANG, CFP®'s Charles Schwab Experience June 1999 - August 2011
Job VP Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
USAA  August 2011 - March 2012
Charles Schwab   June 1999 - August 2011

Skills
Series 7, Investments, Wealth Management, Management, Portfolio Management, Financial Planning, Mutual Funds, Asset Management, Finance, Retirement Planning

Education
University of California, San Diego   1996 — 2000
BA, Economics

Megan Burnett Megan Burnett New York, New York Details
Megan Burnett's Charles Schwab Experience 2007 - September 2009
Job Business Development Director at Smart Design
Industry Design
Experience
Smart Design  July 2014 - Present
Ziba Design  August 2010 - July 2014
Independant Consultant  September 2006 - August 2010
Charles Schwab   2007 - September 2009
Courtney Davis, Inc   February 2003 - September 2006
Vogue & Vanity Fair - Paris   May 2002 - August 2002
Porter Novelli  December 2000 - November 2001
Wired Magazine  August 1999 - November 2000

Skills
Management, Public Relations, Advertising, Program Management, Marketing, Public Speaking, Product Development, Fundraising, Event Planning, Contract Negotiation, Project Management, Marketing Communications, New Business Development, Sales, Strategy, Business Development, Brand Development

Education
University of California, San Diego   1993 — 1997
BA, Communications, Art History Minor

Jennifer Smith Jennifer Smith Denver, Colorado Details
Jennifer Smith's Charles Schwab Experience July 2013 - January 2014
Job Instructional Designer at TIAACREF
Industry Hospital & Health Care
Experience
TIAA-CREF  July 2014 - Present
Purpose Health Coaching   February 2014 - Present
Charles Schwab   July 2013 - January 2014
IntelliSource  2014 - 2014
Purpose Health Coaching   August 2012 - July 2013
SUPERTRAINERS, LLC   August 2012 - December 2012
Tipping Point Solutions, LLC   January 2011 - January 2012
Supertrainers, LLC   January 2009 - December 2011
Small Insurance Agency, LLC   January 2002 - December 2006
Mary Kay Inc  March 1991 - January 2002

Skills
Training & Development, Technical Training, Facilitating Courses, Needs Analysis, Adult Education, Instructor-led Training, Blended Learning, Distance Learning, Staff Development, Training Delivery, Training, Learning Management, Courses, Leadership, Curriculum Development, Employee Training, Curriculum Design, Facilitators, Learning Management..., Technical Writing, Program Management, Instructional Technology, E-Learning, Instructional Design, Performance Improvement, Classroom, ADDIE, Hands-on Training, Lectora, Workshop Facilitation, Facilitation

Education
Institute for Integrated Nutrition   2012 — 2013
Certificate in Health Coaching, Foods, Nutrition, and Wellness Studies, General, 4.0

University of Northern Colorado   1987 — 1989
MA, Educational Technology

University of Northern Colorado   1987 — 1989
MA, Instructional Design

University of California, Los Angeles   1979 — 1983
BS, Education

Nadia Nabulsi Nadia Nabulsi Washington D.C. Metro Area Details
Nadia Nabulsi's Charles Schwab Experience July 2009 - September 2009
Job Operations Manager at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless  May 2014 - Present
Verizon Wireless  June 2013 - May 2014
Verizon Wireless  January 2012 - June 2013
Verizon Wireless  May 2011 - January 2012
Verizon Wireless  April 2010 - April 2011
Charles Schwab   July 2009 - September 2009
Kurtzman Carson Consultants LLC  October 2008 - December 2008
Broadcom  May 2007 - June 2008

Skills
LTE, EVDO, CDMA, Cellular Communications, Network Optimization, Wireless, Optimizations, Troubleshooting, RF Engineering, 4G, Telecommunications, UMTS, GSM, WiMAX, RF, Embedded Systems, Network Design, 3G, Optimization, Wireless Networking, Networking, Software Engineering, Engineering, CDMA2000, Testing, IP, WiFi

Education
University of California, Los Angeles   2008 — 2009
MS., Electrical Engineering

University of California, Irvine   2006 — 2008
B.s, Computer Engineering

Al-Jami'ah Al-Urdunia   2002 — 2004

Lee Goldman Lee Goldman Greater Atlanta Area Details
Lee Goldman's Charles Schwab Experience May 2000 - August 2000
Job Senior Consultant Cloud and Data Center Product Marketing at Windstream Communications
Industry Marketing and Advertising
Experience
Windstream Communications  July 2014 - Present
Seen Your Way   November 2012 - July 2014
Goldman Consulting   March 2011 - November 2012
Swisher Hygiene  January 2006 - March 2011
IBM  July 2001 - January 2006
Charles Schwab   May 2000 - August 2000
Ernst & Young LLP  January 1997 - May 1999
Callan Associates  May 1996 - January 1997

Skills
Segmentation, Product Marketing, Integrated Marketing, Market Planning, Customer Relations, Sales Management, Marketing Management, Marketing Strategy, Competitive Analysis, Strategy Development, Marketing Communications, Product Development, Innovative Marketing, Corporate Brand Strategy, eMarketing, Digital Marketing, Business Strategy, Strategic Planning, M&A experience, Project Managers, Mergers and Acquisitions, Online Marketing..., Director of Marketing, Webvertising, Online Marketing, Brand Management, Global Brand Development, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Implementation, Brand Developement, Messaging, Message Development, Key Message Development, Yale, Web Marketing Strategy, Pay per Click, SEO, E-commerce SEO, SEM, Business Development, New Business Development, Market Research, P&L Responsibility, Consumer Marketing, MBA, Strategy, Management, Marketing

Education
Yale University - Yale School of Management   1999 — 2001
MBA

University of California, Riverside   1991 — 1995
BS

Rolling Hills High School   1987 — 1991

Chris Barrere Chris Barrere San Francisco Bay Area Details
Chris Barrere's Charles Schwab Experience March 2010 - Present
Job Branch Manager at Charles Schwab
Industry Banking
Experience
Charles Schwab   March 2010 - Present
Pacific National Bank  2004 - March 2010
U.S. Bank   2002 - 2004
California Federal Bank  1983 - 2004

Education
University of California, Los Angeles   1978 — 1982
BS Computer Science and Mathematics

Alex Shokrian, CFP®, QPA, QKA Alex Shokrian, CFP®, QPA, QKA Portland, Oregon Area Details
Alex Shokrian, CFP®, QPA, QKA's Charles Schwab Experience 1998 - 2009
Job Accomplished Value Oriented Financial Advisor
Industry Financial Services
Experience
United Retirement Plan Consultants  March 2015 - Present
Merrill Lynch  October 2013 - July 2014
VALIC  September 2010 - October 2013
The Standard  July 2009 - September 2010
Brookbay LLC   February 2009 - June 2009
Charles Schwab   1998 - 2009
Charles Schwab   1997 - 1998
Charles Schwab   1993 - 1997

Skills
Retirement Planning, Investments, Estate Planning, Negotiation, Income Tax, Pensions, Financial Planners, Risk Management, Retirement, Series 7, 401k, Mutual Funds, Wealth Management, Asset Allocation, Series 65, Investment Advisory, Series 63, Defined Benefit, Defined Contribution, Retirement Plan..., Fixed Annuities, Financial Services, Investment Strategies, Finance, Relationship Management, Series 6, Insurance, Securities, Financial Advisory, Strategic Financial..., Series 24, IRAs, Qualified Retirement..., FINRA, Profit Sharing, Investment Management, ETFs, Alternative Investments, ERISA, Asset Management, Portfolio Management, Fixed Income, 403 b, Equities, Certified Financial..., Financial Planning

Education
University of California, Los Angeles
BA, History

David Beauchamp David Beauchamp Novato, California Details
David Beauchamp's Charles Schwab Experience December 2003 - November 2004
Job Owner at Maui Wowi Hawaiian Coffees and Smoothies
Industry Food & Beverages
Experience
Maui Wowi Hawaiian Coffees and Smoothies  April 2013 - Present
Newedge  August 2005 - December 2011
Barclays Global Investors (BlackRock)   January 2005 - 2005
Charles Schwab   December 2003 - November 2004

Skills
Building Relationships, Entrepreneurship, QuickBooks, New Business Development, Securities, Equities, Securities Lending, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Bonds, Bloomberg, Series 7, Derivatives, Financial Markets, Capital Markets, Microsoft Excel, Microsoft Word, Back Office, Loanet, DTC, Swaps, Fixed Income, Management

Education
University of California, Santa Barbara
BA

D. Vinay Dixit D. Vinay Dixit San Francisco Bay Area Details
D. Vinay Dixit's Charles Schwab Experience November 1998 - June 2000
Job Senior Director at LinkedIn
Industry Internet
Experience
LinkedIn  September 2014 - Present
LinkedIn  April 2012 - Present
LinkedIn  November 2010 - April 2012
CBS Interactive  June 2008 - November 2010
CBS Interactive  November 2006 - June 2008
CBS Interactive  June 2001 - November 2006
CBS Interactive  June 2000 - June 2001
Charles Schwab   November 1998 - June 2000
Independent Contractor  March 1997 - November 1998
Sunny Hills Children's Center   October 1993 - January 1997

Skills
PHP, User Experience, REST, JSON, HTML 5, Web Applications, Engineering Management, Apache, Scalability, MySQL, Web Development, Front-end, User Interface Design, JavaScript, SEO, Political Philosophy

Education
University of California, Santa Barbara   1988 — 1992
BA, Religious Studies

Jasmine Sim Jasmine Sim Orange County, California Area Details
Jasmine Sim's Charles Schwab Experience March 2000 - June 2008
Job Financial Advisor
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   September 2013 - Present
Aflac  March 2013 - Present
LBW Insurance & Financial Services   November 2009 - March 2013
AXA Advisors  August 2009 - December 2009
Mission to the World  June 2008 - June 2009
Charles Schwab   March 2000 - June 2008
Charles Schwab & Co. Inc.   1999 - 2008

Skills
Series 7, Retirement Planning, Series 66, PFP, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Insurance, Investment Strategies, Securities, Strategic Financial..., Life Insurance, Investments, Retirement, FINRA, IRAs, Financial Services, Asset Management, Portfolio Management, ETFs, Health Insurance, Long-term Care, High Net Worth..., Fixed Annuities, Financial Advisory, Employee Benefits, 401k, Disability Insurance, Wealth Management..., Term Life Insurance, Personal Financial..., 401k Rollovers, Alternative Investments, Financial Planning, Equities, Financial Analysis, Risk Management, Pensions, Fixed Income, Investment Management, Bonds

Education
University of California, Los Angeles   2003 — 2005
PFP, Personal Financial Planner

University of California, Irvine   1995 — 1999
BA, Economics

Van Nuys High School   1992 — 1995
Medical Magnet

Thomas Erwin Thomas Erwin Phoenix, Arizona Area Details
Thomas Erwin's Charles Schwab Experience June 2011 - Present
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   June 2011 - Present
City of National City  September 2010 - June 2011
United States House of Representatives  March 2010 - June 2010

Education
University of California, San Diego   2008 — 2010
BA, Political Science

Chris Savard, AAMS® Chris Savard, AAMS® Huntington Beach, California Details
Chris Savard, AAMS®'s Charles Schwab Experience December 2012 - January 2014
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge  July 2015 - Present
Merrill Edge  March 2014 - Present
Charles Schwab   December 2012 - January 2014
Charles Schwab   November 2009 - November 2012
Spectrum Direct   March 2005 - August 2009
American Fidelity Assurance  August 2003 - December 2004
California Elementary Schools   September 1999 - August 2003

Skills
Insurance, Life Insurance, Account Management, Health Insurance, Disability Insurance, 401k, Retirement, Term Life Insurance, Retirement Planning, Sales, Financial Services, Selling Skills, Marketing, Employee Benefits, Benefits Administration, Outlook, Fixed Annuities, Investments, Selling, Management, Strategic Financial...

Education
University of California, Riverside   1995 — 1997
B.A., Political Science

Sanjil Patel Sanjil Patel San Francisco Bay Area Details
Sanjil Patel's Charles Schwab Experience 2011 - September 2011
Job software professional and investments
Industry Computer Software
Experience
Independent  October 2011 - Present
Wells Fargo  July 2014 - July 2015
E*TRADE Financial  January 2012 - September 2013
Charles Schwab   2011 - September 2011
Wells Fargo  February 2010 - March 2011
The Options Report, LLC   June 2006 - December 2009
Socialpicks (acquired by FinancialContent Services, Inc.)   August 2008 - October 2008
Symantec (formerly VERITAS Software)   January 2004 - June 2006
Inucom (acquired by IBM)   2001 - 2003
Solid Information Technology (acquired by IBM)   2000 - 2001

Skills
Product Management, Product Marketing, Competitive Analysis, Mobile Applications, Investments, Options Strategies, Product Development, Business Development, Start-ups, Stock Market, Futures, Digital Marketing, Product Strategy, Agile Methodologies, Online Marketing, Requirements Analysis, Internet Banking, Options, Mergers & Acquisitions, Analytics, Integration, Brokerage, Equities, Management, online banking, Scrum, User Experience, User Interface Design

Education
University of California, San Diego   1994 — 1998
BA

UC Berkeley Extension   2004 — 2005

Michael C. Berger Michael C. Berger San Francisco, California Details
Michael C. Berger's Charles Schwab Experience July 2008 - February 2009
Job Marketing Professional, Writer and Educator
Industry Financial Services
Experience
Charles Schwab   July 2008 - February 2009
Varsity Logistics  June 2007 - February 2008
Charles Schwab   April 2000 - May 2005
Bank of America  December 1996 - January 2000
Franklin Templeton Investments  January 1995 - July 1996
Franklin Templeton Investments  July 1993 - January 1995
Franklin Templeton Investments  July 1992 - July 1993

Education
University of California, Santa Barbara   1986 — 1990
BA, Business Economics

Heather (Schow) Doherty Heather (Schow) Doherty San Francisco Bay Area Details
Heather (Schow) Doherty's Charles Schwab Experience March 2013 - November 2013
Job Executive Communications for Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo  December 2013 - Present
Charles Schwab   March 2013 - November 2013
Charles Schwab   April 2010 - March 2013
Self Employed  December 2008 - April 2010
Wells Fargo  September 2004 - November 2008

Skills
Media Relations, Corporate Communications, Internal Communications, Public Relations, Strategy, Email Marketing, Copywriting, Editing, Leadership, Social Media, Copy Editing, Marketing, Event Management, Speech Writing

Education
University of California, Santa Barbara   2001 — 2003
Bachelor's, English

Folsom High School

Julie Mays Julie Mays Greater Los Angeles Area Details
Julie Mays's Charles Schwab Experience 1996 - 1999
Job Marketing Consultant
Industry Marketing and Advertising
Experience
UrbanSitter  August 2012 - June 2013
TD Waterhouse  September 2002 - January 2005
Pin USA  2001 - 2002
Charles Schwab & Co, Inc.   1999 - 2001
Charles Schwab   1996 - 1999

Skills
Marketing Strategy, Campaign Management, Project Management, Analytics, Market Analysis, Vendor Management, Financial Services, Social Media Marketing

Education
University of California, Santa Barbara
BA, Law and Society

Karen Gallmeyer Karen Gallmeyer San Francisco Bay Area Details
Karen Gallmeyer's Charles Schwab Experience January 2014 - Present
Job Senior Manager, Organizational Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2014 - Present
Charles Schwab   December 2009 - January 2014
Charles Schwab (Employed by TEK Systems)   July 2009 - December 2009
American Express  July 2008 - May 2009
CSK Auto  March 2006 - July 2008
CSK Auto  February 2000 - March 2006
CSK Auto  May 1999 - February 2000

Skills
Instructional Design, Learning Management, E-Learning, Captivate, Team Building, Training, Talent Management, ADDIE, Technical Writing, Customer Service, Coaching, Performance Management, Performance Consulting, Leadership Development, Needs Analysis, Employee Engagement, Change Management, Conflict Resolution, Retail, Project Management, Human Resources, Leadership, Employee Training, HRIS, Analysis, Management

Education
University of California, San Diego   1993 — 1996
Bachelor of Arts (BA), Communications

Mai Klaassen Mai Klaassen San Francisco Bay Area Details
Mai Klaassen's Charles Schwab Experience June 2011 - Present
Job Vice President and Associate General Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab   June 2011 - Present
Charles Schwab   May 2007 - May 2011
Liner Yankelevitz Sunshine & Regenstreif LLP  February 2005 - April 2007
Hayes Davis Ellingson McLay & Scott (founded by former partners of RMKB)   September 2003 - February 2005
Dillingham & Murphy, LLP   March 2003 - September 2003
Ropers Majeski Kohn & Bentley  December 2000 - March 2003

Skills
Commercial Litigation, Litigation, Civil Litigation, Legal Research

Education
University of San Diego School of Law   1997 — 2000
JD, Law

University of California, San Diego   1992 — 1996
B.A., Communications; Japanese Studies

The American School in Japan

Keon Khamsehpour, CAIA Keon Khamsehpour, CAIA San Francisco Bay Area Details
Keon Khamsehpour, CAIA's Charles Schwab Experience June 2008 - March 2011
Job Senior Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management  January 2014 - Present
Wetherby Asset Management  April 2011 - December 2013
Charles Schwab   June 2008 - March 2011
Charles Schwab Investment Management  May 2007 - May 2008
Franklin Templeton  2005 - 2007

Skills
Mutual Funds

Education
University of California, San Diego   2001 — 2005
BA, Economics

Kevin Emard Kevin Emard San Francisco Bay Area Details
Kevin Emard's Charles Schwab Experience October 2007 - August 2015
Job Analyst/Program Specialist formerly at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab   October 2007 - August 2015

Skills
Program Management, Project Management, PMO, Community Outreach, Nonprofits, Research, Team Leadership, Process Improvement, Team Building, Fundraising, Human Resources, Program Administration, Relationship Management, Vendor Relations, Independent Business..., Documentation, Vendor Management

Education
University of Redlands   2004 — 2007
MBA

University of California, San Diego
B.S

Lilynda Stewart Lilynda Stewart San Francisco Bay Area Details
Lilynda Stewart's Charles Schwab Experience February 2011 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   February 2011 - Present
Charles Schwab   November 2007 - February 2011
SNP Communications  February 2007 - October 2007
SNP Communications  March 2006 - February 2007
American General Financial Services  September 2004 - March 2006
Aflac  March 2004 - November 2005

Skills
Marketing Communications, Financial Services, Analytics, Direct Marketing, Product Management, Marketing, Strategic Partnerships, Strategy, Marketing Strategy, Salesforce.com, CRM, Segmentation, Investments, Management

Education
University of California, Santa Barbara   2001 — 2003
Bachelor of Arts (B.A.), Communication with emphasis in Organizational Communication, Cum Laude

Nick Bowerman Nick Bowerman San Francisco Bay Area Details
Nick Bowerman's Charles Schwab Experience September 1997 - June 2000
Job Sr. Project Manager at University of California, Office of the President / Modis
Industry Financial Services
Experience
University of California Office of the President / Modis   May 2015 - Present
Vivantech / University of Southern California   February 2012 - December 2014
Wells Fargo  March 2010 - June 2011
Genworth Financial Wealth Management  November 2004 - October 2009
UPS - Supply Chain Solutions  April 2001 - October 2004
Robertson Stevens Invesment Bank   July 2000 - March 2001
Charles Schwab   September 1997 - June 2000

Skills
RUP, Waterfall, Software Development, Cross-functional Team..., SDLC, Software Project..., Requirements Gathering, Business Analysis, Visio, MS Project, Software Implementation, Requirements Analysis, Process Development, Application Development, PMO, Scope Management, Data Migration, Offshore, Business Process, SharePoint, EDI, Integration, Risk Management, Clarity, Relational Databases, Change Management, Management, Project Management, Business Requirements, Vendor Management, Enterprise Architecture, Business Process..., Project Delivery, User Acceptance Testing, Agile Project Management, Business Intelligence, SOA, Testing, Software Quality..., Process Improvement, Systems Analysis, Quality Assurance, Functional..., Resource Management

Education
University of California, Santa Barbara
BA, Computer Science

Artyom Ash Artyom Ash San Francisco Bay Area Details
Artyom Ash's Charles Schwab Experience 1997 - 1999
Job Senior UI / UX coder, Senior Middletier coder
Industry Computer Software
Experience
Effortless Effort Web Services   October 2008 - Present
Udu   December 2013 - October 2014
Putman Media / Quinn Interactive   August 2011 - December 2013
Verdiseno Inc.   August 2010 - December 2012
Levanta   May 2005 - April 2008
GoLightly Community   2003 - 2004
Inktomi  2002 - 2003
ePropose  2000 - 2002
University of California, Office of the President  2000 - 2000
Charles Schwab   1997 - 1999

Skills
User Experience, AJAX, PHP, Web Development, Start-ups, Java Enterprise Edition, Spring, CMS, Web Design, User Interface, Management, Leadership, LAMP, Agile Methodologies, Open Source, User Experience Design, Silverstripe (CMS)...

Education
University of California, San Diego
Bachelor of Arts (B.A.), Humanities Special Project: Sociology of Knowledge

Timothy Hajek Timothy Hajek Phoenix, Arizona Area Details
Timothy Hajek's Charles Schwab Experience April 1997 - Present
Job Data Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 1997 - Present
Oracle  August 1989 - April 1997
Northrop Grumman  July 1984 - September 1987

Skills
Databases, Oracle, MongoDB, Data Modeling

Education
University of Illinois at Urbana-Champaign   1988 — 1989
MS, Mathematics

University of California, Los Angeles   1987 — 1988
Mathematics

University of Illinois at Urbana-Champaign   1981 — 1984
BS, Mathematics and Computer Science

Henry So Henry So United States Details
Henry So's Charles Schwab Experience 2006 - 2008
Job Software Test Engineer at System Integration Solutions
Industry Computer Software
Experience
Palm  2010 - 2010
Charles Schwab   2006 - 2008
Charles Schwab & Co. Inc (contract)   1999 - 2008

Education
University of California, Los Angeles

Lindsey (Evers) Leaf Lindsey (Evers) Leaf San Francisco, California Details
Lindsey (Evers) Leaf's Charles Schwab Experience March 2015 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   March 2015 - Present
Charles Schwab   July 2012 - February 2015
Charles Schwab   July 2011 - July 2012
Whirlpool Corporation  May 2010 - August 2010
Bingham, Osborn & Scarborough   July 2006 - July 2009
Office of U.S. Senator Dianne Feinstein   January 2005 - June 2006

Education
University of Virginia - Darden Graduate School of Business Administration   2009 — 2011
MBA

University of California, Los Angeles   2000 — 2004
BA, Mass Communications

Christopher Llorente Christopher Llorente San Francisco Bay Area Details
Christopher Llorente's Charles Schwab Experience 2003 - 2005
Job Program Manager, Bay Area Community Services
Industry Mental Health Care
Experience
Bay Area Community Services  September 2013 - Present
Charles Schwab Bank  2005 - 2012
Charles Schwab   2003 - 2005
Charles Schwab   1999 - 2002

Skills
Banking, Business Analysis, Process Improvement, Product Management, Product Development, Operations Management, Project Management, Financial Analysis, Credit, Program Management, Leadership, Risk Management, Training, Financial Risk, Management, Public Speaking, Strategic Planning, Fraud, Vendor Management

Education
South Bay Regional Public Safety Training Consortium   2013 — 2013
Certificate, Firefighter Academy I

San Francisco Paramedics Association   2012 — 2012
Emergency Medical Technician - Basic, Emergency Care Attendant (EMT Ambulance)

University of California, San Diego   1995 — 1999
Bachelor's Degree, Sociology

Karlee Johnson Karlee Johnson Greater San Diego Area Details
Karlee Johnson's Charles Schwab Experience
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  

Education
University of California, San Diego

Jim Lucas, AAMS Jim Lucas, AAMS San Francisco Bay Area Details
Jim Lucas, AAMS's Charles Schwab Experience May 2003 - June 2011
Job Vice President Financial Advisor at HSBC Securities
Industry Financial Services
Experience
HSBC Securities  April 2012 - Present
E*TRADE Financial  August 2011 - February 2012
Charles Schwab   May 2003 - June 2011
Morgan Stanley  February 2000 - November 2002

Skills
Strategic Financial..., Asset Managment, Wealth Management..., Series 7, Insurance, Financial Advisory, Portfolio Management, Asset Allocation, Asset Management, Financial Services, Series 63

Education
University of California, Los Angeles
BA, Economics

Maryann Tworek Maryann Tworek San Francisco Bay Area Details
Maryann Tworek's Charles Schwab Experience December 1990 - June 1998
Job Partner at M&M Associates, LLC
Industry Information Technology and Services
Experience
M&M Associates, LLC   January 1999 - Present
Commerceroute  July 2000 - May 2001
Charles Schwab   December 1990 - June 1998

Education
University of California, Irvine   1984 — 1988
B.S., Information & Computer Science

Victoria Burmeister Victoria Burmeister San Francisco Bay Area Details
Victoria Burmeister's Charles Schwab Experience 2001 - 2001
Job Partner Technology Manager at Google
Industry Computer Software
Experience
P  2014 - Present
NSTec  2005 - 2014
US Government  November 2002 - November 2005
Charles Schwab   2001 - 2001

Skills
Systems Engineering, Scrum, Program Management, Linux, SQL, Agile Methodologies, Java, Project Management, Software Development, Software Project..., Software Engineering, Integration, Requirements Analysis, Software Design, Design Patterns, C++, C, Embedded Systems, Agile Project Management, Product Management, Android Development, User Experience Design, System Architecture, Unix

Education
University of California, San Diego   1998 — 2002
BS, Computer Science

Lick Wilmerding High School   1994 — 1998

Guy Valenzona Guy Valenzona San Francisco Bay Area Details
Guy Valenzona's Charles Schwab Experience March 2011 - September 2011
Job Systems Administrator at Global Wine Co.
Industry Consumer Goods
Experience
Global Wine Co.   September 2011 - Present
Charles Schwab   March 2011 - September 2011
Wildplanet Inc.   May 2010 - January 2011
Baker & McKenzie  October 2004 - April 2010
Baker & McKenzie  January 2001 - September 2004

Skills
Active Directory, Windows Server, Microsoft Exchange, VMware, Servers, VPN, Technical Support, Hardware, System Administration

Education
University of California, Los Angeles
BS, Math and Applied Science

Deana Rabbach Deana Rabbach San Francisco Bay Area Details
Deana Rabbach's Charles Schwab Experience July 2000 - December 2003
Job Program Marketing Manager, CRM
Industry Retail
Experience
Sephora  March 2007 - Present
Robert Half International  January 2005 - March 2008
Advent Software, Inc.   January 2004 - October 2004
Charles Schwab   July 2000 - December 2003
Maritz McGettigan  1999 - 2000

Skills
Direct Marketing, Integrated Marketing, Event Planning, E-commerce, CRM, Program Management, Marketing, Management, Contract Negotiation, Budgets, Retail, Social Media Marketing, Customer Service, Event Management, Marketing Strategy, Advertising, Sales

Education
University of California, Los Angeles
BA, Sociology with a specialization in Business Administration

Shannon Stepper Shannon Stepper San Francisco Bay Area Details
Shannon Stepper's Charles Schwab Experience April 1999 - Present
Job Managing Director, Cash & Stock Solutions Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 1999 - Present

Education
University of California, San Diego   1994 — 1998
BS, Management Science

Valerie Martellino Valerie Martellino San Francisco Bay Area Details
Valerie Martellino's Charles Schwab Experience May 1999 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   May 1999 - Present
Schwab  1999 - Present
Charles Schwab   1999 - 2009
Bank of America  1978 - 1999

Education
University of California, Los Angeles   1992 — 1994
Associates, Banking

Suzanne Krenz Suzanne Krenz Dallas/Fort Worth Area Details
Suzanne Krenz's Charles Schwab Experience 1997 - 2004
Job Director Marketing at National Life Group
Industry Financial Services
Experience
National Life Group  September 2011 - Present
Arnerich Massena & Associates  1995 - Present
LHC Group  2010 - 2011
PEAK Consulting   August 2010 - September 2010
MidSouth Bank  2007 - 2010
AIG VALIC  2004 - 2007
Charles Schwab   1997 - 2004

Skills
Marketing Strategy, Strategy, Competitive Analysis, Strategic Planning, Product Marketing, Marketing, Analytics, Management, Leadership, Product Management, Market Research, Advertising, Program Management, Marketing Communications, Insurance, Brand Management, Investments, Integrated Marketing, Financial Services, Sales, Change Management, Mergers & Acquisitions, CRM, Business Development, Strategic Partnerships, Business Planning

Education
University of California, Riverside   1980 — 1984
BS, Economics

Ken Salinger, CFA Ken Salinger, CFA San Francisco Bay Area Details
Ken Salinger, CFA's Charles Schwab Experience March 2008 - Present
Job Managing Director and Portfolio Manager
Industry Investment Management
Experience
Charles Schwab   March 2008 - Present
Wells Capital Management  May 2006 - March 2008
American Century Investments  April 1992 - April 2006

Education
CFA Institute   1997 — 1997
CFA, Chartered Financial Analyst Designation

University of California, San Diego   1988 — 1992
BA, Quantitative Economics

Leon Traister Leon Traister San Francisco Bay Area Details
Leon Traister's Charles Schwab Experience November 1997 - February 2010
Job Senior Data Consultant at The Permanente Medical Group
Industry Research
Experience
The Permanente Medical Group  October 2013 - Present
UC San Francisco - Institute for Health Policy Studies   February 2010 - October 2013
Charles Schwab   November 1997 - February 2010
Amdahl Corporation  November 1987 - November 1997
SRI International (Stanford Research Institute)   1983 - October 1987

Skills
SAS, Data Management, Statistics, SQL, Programming, Unix, Analysis, Visio, Data Warehousing, Python, Databases, Data Analysis, Integration, ETL, SAS programming, Business Intelligence, Analytics, Business Analysis

Education
University of California, Los Angeles
BS, Engineering, Advanced Courses in Mathematics

Jonathan de St Paer Jonathan de St Paer San Francisco Bay Area Details
Jonathan de St Paer's Charles Schwab Experience January 2014 - Present
Job Senior Vice President, Business Strategy and Product Development at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab   January 2014 - Present
Charles Schwab   November 2003 - December 2013
McKinsey & Company  2000 - 2003
Bear Stearns  1995 - 1997

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA, Finance

University of California, San Diego   1991 — 1995
BA, Political Science

Monique Moon Monique Moon Chicago, Illinois Details
Monique Moon's Charles Schwab Experience July 2006 - April 2011
Job Founder and CEO at Glam Up Style
Industry Apparel & Fashion
Experience
Glam Up Style   June 2014 - Present
Stella & Dot  January 2011 - Present
KBW  April 2011 - June 2014
Charles Schwab   July 2006 - April 2011
Bank of America  October 2002 - July 2006

Skills
Project Management, Microsoft Office, Entrepreneurship, Team Building, Microsoft Excel, Financial Analysis, Loans, Customer Service, Strategic Financial..., Leadership, Financial Modeling, Retirement Planning, Financial Planning, Public Speaking, Real Estate, Social Networking

Education
University of Redlands   2007 — 2009
MBA, Finance

University of California, Riverside   2001 — 2004
BS, Business Administration

Tonjy Anderson Tonjy Anderson San Francisco Bay Area Details
Tonjy Anderson's Charles Schwab Experience August 2005 - January 2009
Job EBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2011 - Present
Wells Fargo Bank  March 2011 - September 2012
HD Vest  May 2010 - February 2011
Charles Schwab   August 2005 - January 2009
Charles Schwab   May 2000 - August 2005

Skills
Risk Management, PMO, Testing, Quality Assurance, Vendor Management, Financial Services, Requirements Analysis, Business Requirements, Program Management, Business Analysis, Visio, Training, Project Management

Education
University of California, Los Angeles   1986 — 1991

Fred Potts Fred Potts Greater San Diego Area Details
Fred Potts's Charles Schwab Experience October 1987 - March 2011
Job Operations Executive
Industry Financial Services
Experience
Self Employed Private Investor   March 2011 - Present
Charles Schwab   October 1987 - March 2011
Charles Schwab   October 1987 - March 2011

Education
University of California, San Diego
Bachelor of Arts, Economics

Connie Yu Connie Yu San Francisco, California Details
Connie Yu's Charles Schwab Experience August 2015 - Present
Job Manager Treasury Corporate Finance at Charles Schwab
Industry Retail
Experience
Charles Schwab   August 2015 - Present
Charles Schwab   December 2014 - July 2015
Gymboree  September 2012 - November 2014

Skills
Microsoft Office, Microsoft Excel, Data Analysis, Business Strategy, Retail, Merchandise Planning, Microsoft Word, Customer Service

Education
University of California, San Diego
Bachelor of Science (B.S.), Management Science

Jennifer Gurr Jennifer Gurr San Francisco Bay Area Details
Jennifer Gurr's Charles Schwab Experience August 2015 - Present
Job Director Credit Research, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab   August 2015 - Present
BlackRock  December 2009 - July 2015
Barclays Global Investors  March 2005 - December 2009

Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Capital Markets, ETFs, Bonds, Derivatives, Credit Derivatives, Investment Management, Securities, Asset Allocation

Education
University of California, Los Angeles

University of Sydney
Master's degree, International Relations and Affairs

Franklin Hsu, CFP® Franklin Hsu, CFP® Greater Los Angeles Area Details
Franklin Hsu, CFP®'s Charles Schwab Experience June 2009 - October 2011
Job Managing Principal at Infinite Global Capital LLC
Industry Financial Services
Experience
Infinite Global Capital LLC   June 2014 - Present
Fidelity Investments  November 2011 - May 2014
Charles Schwab   June 2009 - October 2011
Charles Schwab   April 2006 - May 2009

Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Series 7, Series 65, Trading Strategies, ETFs, Fixed Income, Mutual Funds, Morningstar, Variable Annuities, Fixed Annuities, Asset Allocation, Asset Management, Equities, Financial Analysis, Financial Planning, Portfolio Management

Education
University of California, Riverside   2001 — 2005
BS, Business Finance

Brian Ertley, CFA Brian Ertley, CFA San Francisco Bay Area Details
Brian Ertley, CFA's Charles Schwab Experience April 2013 - Present
Job Risk Manager, Portfolio Manager, Quantitative Analyst
Industry Investment Management
Experience
Charles Schwab   April 2013 - Present
Charles Schwab   April 2013 - March 2015
Consultant  May 2012 - April 2013
American Century Investments  June 1998 - September 2010
American Century Investments  March 2001 - June 2010
American Century Investments  February 2004 - January 2006
American Century Investments  August 2000 - January 2004
American Century Investments  June 1998 - July 2000

Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Allocation, Risk Management, R, Time Series Analysis, Risk Models, Market Neutral, Quantative Analysis, Quantitative Research, Alternative Investments, Statistics, Databases, Programming, GARCH, Compustat, IBES, Equity Research, Hedge Funds, Commodity, Investment Strategies

Education
University of Washington   2011 — 2013
Master's Degree

University of California, San Diego   1994 — 1998
B.S.

Bennett Fong Bennett Fong San Mateo, California Details
Bennett Fong's Charles Schwab Experience June 2014 - January 2015
Job Program Manager and Analyst
Industry Human Resources
Experience
Walmart eCommerce  June 2015 - Present
Charles Schwab   June 2014 - January 2015
Adecco Group  October 2013 - May 2014

Skills
Student Affairs, Community Outreach, Event Planning, Marketing, Research, Public Speaking, Social Media, Qualitative Research, Student Development, Grant Writing, Higher Education, Program Management, PowerPoint, Volunteer Management, Fundraising, Nonprofits, Payroll, Databases, Human Resources, Recruiting, Onboarding, Microsoft Office

Education
University of California, Riverside   2009 — 2013
Bachelor of Science (B.S.), Business Administration

Dagmar Warvi Dagmar Warvi Greater Denver Area Details
Dagmar Warvi's Charles Schwab Experience April 2013 - Present
Job Team Manager, Mutual Fund Security Master at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   April 2013 - Present
Lipper, A Thomson Reuters Company  November 2007 - Present
Thomson Reuters  November 2007 - April 2013
Standard & Poor's   August 2004 - July 2007

Skills
Mutual Funds

Education
University of Colorado Denver   2004 — 2007
Masters, Economics

University of California, Los Angeles   1998 — 2000
Bachelor's, Economics

Lai Yee Chan Lai Yee Chan San Francisco Bay Area Details
Lai Yee Chan's Charles Schwab Experience September 2012 - February 2014
Job AP Specialist at ZeroCater
Industry Accounting
Experience
ZeroCater  February 2015 - Present
Cypress Private Security  February 2014 - February 2015
Charles Schwab   September 2012 - February 2014
DirAction USA Inc.   September 2011 - October 2011
CLP Holdings Limited   January 2011 - June 2011
Knott's Berry Farm Resort Hotel   June 2006 - September 2006

Skills
Microsoft Office, Mac OS X, MS Excel Pivot Tables, ADP Workforce Now, Microsoft Excel

Education
UCLA   2006 — 2010
Bachelors of Arts, Ethnomusicology, East Asian Studies, Political Science

Jeff Skubic Jeff Skubic San Francisco Bay Area Details
Jeff Skubic's Charles Schwab Experience January 2002 - Present
Job Director, Retirement Investment Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   January 2002 - Present
Merrill Lynch  1998 - December 2001
Barclays Global Investors (now Blackrock)   May 1996 - 1998
Coopers & Lybrand  April 1987 - May 1996
Security Pacific Bank  June 1984 - April 1987

Skills
Series 7, Investments, Series 63, Mutual Funds, 401k, Alternative Investments, Asset Allocation, Asset Management, Equities, Investment Advisory, Retirement, Retirement Planning, Securities, Wealth Management, Investment Management, Financial Services

Education
UCLA
BA, Economics

Joan Joyner Joan Joyner Menlo Park, California Details
Joan Joyner's Charles Schwab Experience August 2012 - Present
Job Senior Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   August 2012 - Present
Charles Schwab   July 2007 - August 2012
Charles Schwab   April 2002 - July 2007
Charles Schwab   February 1995 - April 2002
Charles Schwab   November 1989 - February 1995
LF Rothschild & Co., Inc.   June 1987 - November 1989
CW Sweeney & Company   June 1986 - June 1987

Skills
Series 7, Series 63, Series 8

Education
University of California, Los Angeles   1982 — 1986
Bachelor of Arts (BA), English with Business Minor

Notre Dame High School

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