Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Kenneth T. Fong, MS Kenneth T. Fong, MS's Charles Schwab Experience February 2001 - December 2001
Job Healthcare Experience Improvement
Industry Hospital & Health Care
Experience
UCSF Medical Center May 2015 - Present
Essentia Consulting July 2010 - Present
San Francisco Health Plan August 2014 - March 2015
Kaiser Permanente May 2011 - March 2013
Kaiser Permanente August 2007 - May 2011
Kaiser Permanente February 2003 - August 2007
Kaiser Permanente September 2002 - February 2003
Charles Schwab February 2001 - December 2001
Lifespire March 2000 - August 2000
Caresoft February 1998 - March 2000
Skills
Qualitative Research, Questionnaire Design, Survey Management, Survey Methodology, Online Survey Design, Web-based Surveys, Quantitative Data, Performance Improvement, Operational Improvement, Healthcare Management, Workplace Safety, Healthcare Information..., Data Analysis, Survey Research, Health Care Reform, Usability Testing, Six Sigma, Scrum, Process Analysis, SurveyMonkey, Conflict Resolution, Excel Pivot, SPSS, SAS programming, Relational Databases, Mentoring, Training, Health Policy, Hospitals, Analysis, Change Management, Management Consulting, Healthcare Consulting, Public Health, Statistics, HIPAA, Quality Improvement, Managed Care, Scrum Product Owner, Root Cause Analysis, Experimental Design, ROIs, Product Development, Product Management, Informatics, EHR, Process Improvement
Education
UCLA School of Public Health
MS, Health Services Research
University of California, Santa Cruz
BA, Psychology
UCSF Medical Center May 2015 - Present
Essentia Consulting July 2010 - Present
San Francisco Health Plan August 2014 - March 2015
Kaiser Permanente May 2011 - March 2013
Kaiser Permanente August 2007 - May 2011
Kaiser Permanente February 2003 - August 2007
Kaiser Permanente September 2002 - February 2003
Charles Schwab February 2001 - December 2001
Lifespire March 2000 - August 2000
Caresoft February 1998 - March 2000
Skills
Qualitative Research, Questionnaire Design, Survey Management, Survey Methodology, Online Survey Design, Web-based Surveys, Quantitative Data, Performance Improvement, Operational Improvement, Healthcare Management, Workplace Safety, Healthcare Information..., Data Analysis, Survey Research, Health Care Reform, Usability Testing, Six Sigma, Scrum, Process Analysis, SurveyMonkey, Conflict Resolution, Excel Pivot, SPSS, SAS programming, Relational Databases, Mentoring, Training, Health Policy, Hospitals, Analysis, Change Management, Management Consulting, Healthcare Consulting, Public Health, Statistics, HIPAA, Quality Improvement, Managed Care, Scrum Product Owner, Root Cause Analysis, Experimental Design, ROIs, Product Development, Product Management, Informatics, EHR, Process Improvement
Education
UCLA School of Public Health
MS, Health Services Research
University of California, Santa Cruz
BA, Psychology
Linda Eurman Linda Eurman's Charles Schwab Experience 1999 - 2005
Job Sr. Director, Human Resources, Gap Global Outlet, HQ and Field
Industry Retail
Experience
Gap Inc. September 2013 - Present
Gap Inc. May 2005 - Present
Charles Schwab 1999 - 2005
Citi May 1987 - May 1999
Skills
Talent Management, learning and development, Talent Acquisition, Succession Planning, Talent Development, Onboarding, Organizational Design, Employee Engagement, Talent Assessment, Career Development, HR Business Partnering, Hiring, Full-cycle Recruiting, 360 Feedback, Recruiting, Leadership, Strategy, Leadership Development, SDLC, Organizational..., Workforce Planning, College Recruiting, Temporary Placement, Human Resources, Performance Management, Employee Relations, Management
Education
University of California, Santa Barbara
Bachelor of Arts, Communications
Gap Inc. September 2013 - Present
Gap Inc. May 2005 - Present
Charles Schwab 1999 - 2005
Citi May 1987 - May 1999
Skills
Talent Management, learning and development, Talent Acquisition, Succession Planning, Talent Development, Onboarding, Organizational Design, Employee Engagement, Talent Assessment, Career Development, HR Business Partnering, Hiring, Full-cycle Recruiting, 360 Feedback, Recruiting, Leadership, Strategy, Leadership Development, SDLC, Organizational..., Workforce Planning, College Recruiting, Temporary Placement, Human Resources, Performance Management, Employee Relations, Management
Education
University of California, Santa Barbara
Bachelor of Arts, Communications
David Lenik's Charles Schwab Experience June 2013 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
BlackRock December 2009 - March 2013
BlackRock 2000 - 2011
Barclays Global Investors January 2000 - November 2009
Charles Schwab April 1999 - December 1999
AIM Advisors, Inc. (formerly GT Global) March 1997 - March 1999
Skills
Investment Company Act, Investment Advisers Act, ERISA, Bank collective..., Series 7, Series 24, Series 63, ETFs, Legal Compliance, Equities, Hedge Funds, Asset Management, Financial Services, FINRA, Securities, Compliance
Education
UC Santa Cruz
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Charles Schwab June 2013 - Present
BlackRock December 2009 - March 2013
BlackRock 2000 - 2011
Barclays Global Investors January 2000 - November 2009
Charles Schwab April 1999 - December 1999
AIM Advisors, Inc. (formerly GT Global) March 1997 - March 1999
Skills
Investment Company Act, Investment Advisers Act, ERISA, Bank collective..., Series 7, Series 24, Series 63, ETFs, Legal Compliance, Equities, Hedge Funds, Asset Management, Financial Services, FINRA, Securities, Compliance
Education
UC Santa Cruz
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Bill McCue's Charles Schwab Experience June 1999 - July 2001
Job Territory Business Manager Baxter BioSurgery
Industry Medical Devices
Experience
Baxter November 2013 - Present
Biomet July 2001 - November 2013
Charles Schwab June 1999 - July 2001
Skills
Operating Room, Medical Devices, Hospitals, Surgery, Sales Management, Sales Operations, Surgical Instruments, Sales, New Business Development, Medical Sales
Education
University of Central Florida 1994 — 1999
Bachelor of Science (BS), Health Services Administration
Baxter November 2013 - Present
Biomet July 2001 - November 2013
Charles Schwab June 1999 - July 2001
Skills
Operating Room, Medical Devices, Hospitals, Surgery, Sales Management, Sales Operations, Surgical Instruments, Sales, New Business Development, Medical Sales
Education
University of Central Florida 1994 — 1999
Bachelor of Science (BS), Health Services Administration
Emily Russel's Charles Schwab Experience March 2004 - June 2005
Job Senior Director, Global Corporate Affairs
Industry Retail
Experience
Gap Inc. January 2011 - Present
Booz & Company April 2007 - January 2011
Ingres Corporation March 2006 - March 2007
Gap Inc. July 2005 - March 2006
Charles Schwab March 2004 - June 2005
Oracle Corporation May 2000 - March 2004
Solem & Associates September 1998 - May 2000
Skills
Strategic Communications, Media Relations, Product Marketing, Business Development, Program Management, Strategy, Leadership, Public Relations, Internal Communications, Change Management, Marketing, Marketing Strategy, Crisis Communications, Business Strategy, E-commerce, Enterprise Software, Mergers & Acquisitions, Team Leadership
Education
University of California, Santa Barbara 1994 — 1998
BA, Communications
Gap Inc. January 2011 - Present
Booz & Company April 2007 - January 2011
Ingres Corporation March 2006 - March 2007
Gap Inc. July 2005 - March 2006
Charles Schwab March 2004 - June 2005
Oracle Corporation May 2000 - March 2004
Solem & Associates September 1998 - May 2000
Skills
Strategic Communications, Media Relations, Product Marketing, Business Development, Program Management, Strategy, Leadership, Public Relations, Internal Communications, Change Management, Marketing, Marketing Strategy, Crisis Communications, Business Strategy, E-commerce, Enterprise Software, Mergers & Acquisitions, Team Leadership
Education
University of California, Santa Barbara 1994 — 1998
BA, Communications
Tom Graber Tom Graber's Charles Schwab Experience September 1997 - January 2002
Job Operations and Technology Specialist at WrapManager
Industry Financial Services
Experience
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
WrapManager, Inc July 2014 - Present
Wells Fargo Advisors, LLC January 2008 - July 2014
A. G. Edwards and Sons, Inc. March 2006 - January 2008
Charles Schwab Trust Company / DM Stone January 2006 - March 2006
Alta Bates Summit Foundation January 2005 - January 2006
Berkeley Tennis Club June 2004 - January 2005
GE Financial December 2003 - June 2004
Charles Schwab September 1997 - January 2002
ASB Financial Services December 1994 - September 1995
Lehman Brothers and Smith Barney November 1989 - December 1994
Skills
FINRA, Series 3, Series 7, Series 8, Series 9, Series 10, Series 63, Series 65, Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory..., Wrap Accounts, Stocks, Bonds, Options, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities
Education
University of California, Santa Cruz 1985 — 1989
Bachelor of Arts (BA), Economics (Business Management)
Stephanie Casas's Charles Schwab Experience 2011 - 2012
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Charles Schwab 2011 - 2012
Skills
Sales, Budgets, CRM, Strategic Planning, Marketing, Salesforce.com, Financial Services
Education
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Merrill Lynch October 2012 - Present
Charles Schwab 2011 - 2012
Skills
Sales, Budgets, CRM, Strategic Planning, Marketing, Salesforce.com, Financial Services
Education
University of Central Florida
Bachelor of Science, Business Administration; Marketing
Tami Bernier Tami Bernier's Charles Schwab Experience July 2008 - August 2008
Job Devon Energy
Industry Internet
Experience
Devon Energy September 2014 - December 2014
Cisco February 2014 - August 2014
Ellie Mae February 2013 - November 2013
VirtualEdge Consulting December 2010 - October 2012
Chevron Corporation December 2008 - August 2010
Charles Schwab July 2008 - August 2008
Bank of America October 2006 - July 2008
VirtualEdge Consulting September 2004 - October 2006
Chevron Corporation December 2005 - March 2006
Virtual Edge Consulting September 2004 - August 2005
Skills
Dreamweaver, CSS, Photoshop, Visual Studio, Visio, Illustrator, W3C, Adobe Creative Suite, Section 508, Vi, CVS, JavaScript, HTML, User Interface Design, jQuery, Axure Pro 6.5, Kendo UI, AJAX, E-commerce, XML, User Interface, Web Applications, XHTML, Information Architecture, User Experience
Education
University of California, Santa Cruz 1990 — 1996
Devon Energy September 2014 - December 2014
Cisco February 2014 - August 2014
Ellie Mae February 2013 - November 2013
VirtualEdge Consulting December 2010 - October 2012
Chevron Corporation December 2008 - August 2010
Charles Schwab July 2008 - August 2008
Bank of America October 2006 - July 2008
VirtualEdge Consulting September 2004 - October 2006
Chevron Corporation December 2005 - March 2006
Virtual Edge Consulting September 2004 - August 2005
Skills
Dreamweaver, CSS, Photoshop, Visual Studio, Visio, Illustrator, W3C, Adobe Creative Suite, Section 508, Vi, CVS, JavaScript, HTML, User Interface Design, jQuery, Axure Pro 6.5, Kendo UI, AJAX, E-commerce, XML, User Interface, Web Applications, XHTML, Information Architecture, User Experience
Education
University of California, Santa Cruz 1990 — 1996
Blake Patten Blake Patten's Charles Schwab Experience March 2015 - Present
Job Senior Manager, Operational Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
Western Union September 2011 - December 2012
Lockheed Martin 2009 - 2011
Lockheed Martin 2006 - 2009
Lockheed Martin 2003 - 2006
Skills
Teamwork, Program Management, Leadership, Business Intelligence, Financial Analysis, Mobile Operations, Online Operations, Financial Reporting, Financial Modeling, Adobe Site Catalyst, Microsoft Access, Microsoft Excel, Microsoft Project, SQL Server Management..., Web Analytics, KPI implementation, Data Mining, Data Modeling, Earned Value Management, Six Sigma, DMAIC, Visual C#, Visual Studio, Visual Basic, SSIS, ETL, Data Warehousing, JMP, Predictive Analytics, Cost Management, Statistics, Logical Data Modeling, Estimating, Project Management, Project Planning, Relational Data Modeling, SDLC, FAR, Government Contracting
Education
University of Colorado at Denver
Masters of Science Information Systems, Business Intelligence
University of Central Florida
Bachelor's degree, Management Information Systems
University of Colorado at Denver
Master of Business Administration (MBA)
University of Central Florida
Bachelor's degree, Finance
Charles Schwab March 2015 - Present
Charles Schwab May 2013 - March 2015
Western Union September 2011 - December 2012
Lockheed Martin 2009 - 2011
Lockheed Martin 2006 - 2009
Lockheed Martin 2003 - 2006
Skills
Teamwork, Program Management, Leadership, Business Intelligence, Financial Analysis, Mobile Operations, Online Operations, Financial Reporting, Financial Modeling, Adobe Site Catalyst, Microsoft Access, Microsoft Excel, Microsoft Project, SQL Server Management..., Web Analytics, KPI implementation, Data Mining, Data Modeling, Earned Value Management, Six Sigma, DMAIC, Visual C#, Visual Studio, Visual Basic, SSIS, ETL, Data Warehousing, JMP, Predictive Analytics, Cost Management, Statistics, Logical Data Modeling, Estimating, Project Management, Project Planning, Relational Data Modeling, SDLC, FAR, Government Contracting
Education
University of Colorado at Denver
Masters of Science Information Systems, Business Intelligence
University of Central Florida
Bachelor's degree, Management Information Systems
University of Colorado at Denver
Master of Business Administration (MBA)
University of Central Florida
Bachelor's degree, Finance
Heather Retzler's Charles Schwab Experience August 2013 - March 2014
Job Customer Service Staff at Publix Supermarkets
Industry Retail
Experience
Publix May 2003 - Present
Charles Schwab August 2013 - March 2014
UCF Arena June 2008 - August 2008
Skills
Cashiering, Customer Satisfaction, Retail, Customer Service, Time Management, Inventory Management, Merchandising, Telephone Skills, Loss Prevention, Data Entry, Phone Etiquette, Inventory Control, Cash Register, PowerPoint, Microsoft Office, Facebook
Education
University of Central Florida 2005 — 2009
BS, Marketing
Publix May 2003 - Present
Charles Schwab August 2013 - March 2014
UCF Arena June 2008 - August 2008
Skills
Cashiering, Customer Satisfaction, Retail, Customer Service, Time Management, Inventory Management, Merchandising, Telephone Skills, Loss Prevention, Data Entry, Phone Etiquette, Inventory Control, Cash Register, PowerPoint, Microsoft Office, Facebook
Education
University of Central Florida 2005 — 2009
BS, Marketing
Adri Hallenberger Adri Hallenberger's Charles Schwab Experience October 2008 - August 2015
Job Senior Events Marketing Manager at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services September 2015 - Present
Charles Schwab October 2008 - August 2015
California Alumni Association April 2008 - September 2008
Actuate Corporation December 2006 - September 2007
Merkley + Partners March 2006 - November 2006
In-N-Out Burger December 2002 - August 2005
Skills
Event Management, Marketing Strategy, Marketing Communications, Event Planning, Marketing, Management, Social Media, Integrated Marketing, Lead Generation, Email Marketing, Salesforce.com, Budgets, Customer Service, Project Management, Strategic Planning, Project Planning, Budget Management, Corporate Events, Live Events, Event Production, Cross-functional Team..., Sponsorship, Speaker Development, Content Strategy
Education
University of California, Santa Barbara 1996 — 2000
Amazon Web Services September 2015 - Present
Charles Schwab October 2008 - August 2015
California Alumni Association April 2008 - September 2008
Actuate Corporation December 2006 - September 2007
Merkley + Partners March 2006 - November 2006
In-N-Out Burger December 2002 - August 2005
Skills
Event Management, Marketing Strategy, Marketing Communications, Event Planning, Marketing, Management, Social Media, Integrated Marketing, Lead Generation, Email Marketing, Salesforce.com, Budgets, Customer Service, Project Management, Strategic Planning, Project Planning, Budget Management, Corporate Events, Live Events, Event Production, Cross-functional Team..., Sponsorship, Speaker Development, Content Strategy
Education
University of California, Santa Barbara 1996 — 2000
Laura Seaton, CAMS Laura Seaton, CAMS's Charles Schwab Experience June 2009 - April 2010
Job AML/BSA Supervisor, High Risk Business Operations at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank September 2015 - Present
Silicon Valley Bank April 2013 - August 2015
Vayama August 2012 - April 2013
Silicon Valley Bank October 2011 - August 2012
Google May 2010 - May 2011
Charles Schwab June 2009 - April 2010
Bay Federal Credit Union November 2007 - June 2009
Bay Federal Credit Union April 2006 - November 2007
Skills
SQL, Excel, Banking, Fraud, AML, Microsoft Excel, Auditing, Financial Risk, Analysis, Process Improvement, Internal Controls, Due Diligence, Internal Audit, Data Analysis, OFAC, Bank Secrecy Act, Anti Money Laundering, Financial Services, Risk Management
Education
University of California, Santa Cruz
B.A
Silicon Valley Bank September 2015 - Present
Silicon Valley Bank April 2013 - August 2015
Vayama August 2012 - April 2013
Silicon Valley Bank October 2011 - August 2012
Google May 2010 - May 2011
Charles Schwab June 2009 - April 2010
Bay Federal Credit Union November 2007 - June 2009
Bay Federal Credit Union April 2006 - November 2007
Skills
SQL, Excel, Banking, Fraud, AML, Microsoft Excel, Auditing, Financial Risk, Analysis, Process Improvement, Internal Controls, Due Diligence, Internal Audit, Data Analysis, OFAC, Bank Secrecy Act, Anti Money Laundering, Financial Services, Risk Management
Education
University of California, Santa Cruz
B.A
Ken Bryant's Charles Schwab Experience April 1999 - April 2012
Job Benefits Counselor at Colonial Life and Accident Insurance Company
Industry Insurance
Experience
Colonial Life October 2013 - Present
UnitedHealthcare May 2012 - November 2013
Aflac May 2013 - October 2013
TeleTech 2013 - 2013
Charles Schwab April 1999 - April 2012
Skills
Disability Insurance, Whole Life, Insurance, Life Insurance, Health Insurance, Term Life Insurance, Medicare, Fixed Annuities, Long-term Care, Critical Illness, Long Term Care Insurance, Brokers, General Insurance, Employee Benefits, Small Business, Retirement, 401k, Retirement Planning, Workers Compensation, Health Savings Accounts, Customer Service, Sales, Financial Planning, Investments, Mutual Funds, Finance
Education
University of Central Florida 1985 — 1989
Bachelor's Degree, Accounting and Finance
Gar-Field Senior High School Woodbridge, Va 1981 — 1984
High School Diploma
Colonial Life October 2013 - Present
UnitedHealthcare May 2012 - November 2013
Aflac May 2013 - October 2013
TeleTech 2013 - 2013
Charles Schwab April 1999 - April 2012
Skills
Disability Insurance, Whole Life, Insurance, Life Insurance, Health Insurance, Term Life Insurance, Medicare, Fixed Annuities, Long-term Care, Critical Illness, Long Term Care Insurance, Brokers, General Insurance, Employee Benefits, Small Business, Retirement, 401k, Retirement Planning, Workers Compensation, Health Savings Accounts, Customer Service, Sales, Financial Planning, Investments, Mutual Funds, Finance
Education
University of Central Florida 1985 — 1989
Bachelor's Degree, Accounting and Finance
Gar-Field Senior High School Woodbridge, Va 1981 — 1984
High School Diploma
Juliana Machata's Charles Schwab Experience June 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Bank of America August 2011 - June 2014
Bank of America January 2011 - August 2011
Bank of America May 2008 - December 2010
Orange County Clerk of Court June 2009 - August 2009
International Council of Central Florida January 2009 - May 2009
Skills
Banking, Retail Banking, Credit, Consumer Lending, Commercial Banking, Cross Selling, Employee Training, Team Leadership, Risk Management, Operations Management, Performance Assessment, Compliance Regulations, Financial Regulation, Customer Service, Customer Engagement, Compliance, Bilingual, AML, Operational Risk..., Operational Risk, Cash Management, Teller Operations, Bank Secrecy Act, Credit Cards, Mortgage Banking, Branch Banking, KYC, Payments, Financial Risk, Relationship Management, Financial Services, OFAC, Internet Banking, Banking Relationships, Finance, Cash, USA PATRIOT Act, Leadership, Notary Public, Deposits, Microsoft Office, Management, Microsoft Word, Microsoft Excel
Education
University of Central Florida 2007 — 2010
Bachelor of Arts (B.A.), Political Science: International Studies
University of Central Florida 2007 — 2010
Certificate in Translation and Interpretation, Spanish
Charles Schwab June 2014 - Present
Bank of America August 2011 - June 2014
Bank of America January 2011 - August 2011
Bank of America May 2008 - December 2010
Orange County Clerk of Court June 2009 - August 2009
International Council of Central Florida January 2009 - May 2009
Skills
Banking, Retail Banking, Credit, Consumer Lending, Commercial Banking, Cross Selling, Employee Training, Team Leadership, Risk Management, Operations Management, Performance Assessment, Compliance Regulations, Financial Regulation, Customer Service, Customer Engagement, Compliance, Bilingual, AML, Operational Risk..., Operational Risk, Cash Management, Teller Operations, Bank Secrecy Act, Credit Cards, Mortgage Banking, Branch Banking, KYC, Payments, Financial Risk, Relationship Management, Financial Services, OFAC, Internet Banking, Banking Relationships, Finance, Cash, USA PATRIOT Act, Leadership, Notary Public, Deposits, Microsoft Office, Management, Microsoft Word, Microsoft Excel
Education
University of Central Florida 2007 — 2010
Bachelor of Arts (B.A.), Political Science: International Studies
University of Central Florida 2007 — 2010
Certificate in Translation and Interpretation, Spanish
Sean Newsom, AWMA®'s Charles Schwab Experience March 2000 - July 2007
Job Wealth Management Advisor, Investment Risk Management, Vellum Financial
Industry Financial Services
Experience
Vellum Financial 2013 - Present
Merrill Lynch November 2008 - January 2012
Charles Schwab March 2000 - July 2007
Skills
Alternative Investments, Series 7, Risk Management, Private Equity, Asset Management, Securities, Fixed Income, Financial Modeling, Mutual Funds, Wealth Management, Finance, Capital Markets, Hedge Funds, Investments, Investment Banking, Portfolio Management, Valuation, Series 63, Financial Analysis, Due Diligence, Strategic Planning, Financial Advisory, Investment Advisory, Banking, Equities, Investment Management, Retirement Planning, Bloomberg, Strategic Financial..., IRAs, Financial Services, Trading, Fixed Annuities, Asset Allocation, Strategy, Investment Strategies, ETFs, Venture Capital, Loans, Mergers & Acquisitions, Corporate Finance, Wealth Management..., Uniform Combined State..., Series 65, Small Business, Long Term Care Insurance, Separately Managed..., Mortgage Lending, Insurance, Brokerage
Education
University of California, Santa Barbara 1992 — 1997
BACHELOR OF ARTS, HISTORY
Clovis West High School 1988 — 1992
Vellum Financial 2013 - Present
Merrill Lynch November 2008 - January 2012
Charles Schwab March 2000 - July 2007
Skills
Alternative Investments, Series 7, Risk Management, Private Equity, Asset Management, Securities, Fixed Income, Financial Modeling, Mutual Funds, Wealth Management, Finance, Capital Markets, Hedge Funds, Investments, Investment Banking, Portfolio Management, Valuation, Series 63, Financial Analysis, Due Diligence, Strategic Planning, Financial Advisory, Investment Advisory, Banking, Equities, Investment Management, Retirement Planning, Bloomberg, Strategic Financial..., IRAs, Financial Services, Trading, Fixed Annuities, Asset Allocation, Strategy, Investment Strategies, ETFs, Venture Capital, Loans, Mergers & Acquisitions, Corporate Finance, Wealth Management..., Uniform Combined State..., Series 65, Small Business, Long Term Care Insurance, Separately Managed..., Mortgage Lending, Insurance, Brokerage
Education
University of California, Santa Barbara 1992 — 1997
BACHELOR OF ARTS, HISTORY
Clovis West High School 1988 — 1992
Jacob Land's Charles Schwab Experience June 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Cash & Associates September 2013 - May 2015
Customs & Border Protection Office of Information & Technology January 2011 - September 2013
Hunter Vision September 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Government, Outlook, Personal Budgeting, Bookkeeping
Education
University of Central Florida 2010 — 2012
Bachelor of Arts (B.A.), Marketing
Charles Schwab June 2015 - Present
Cash & Associates September 2013 - May 2015
Customs & Border Protection Office of Information & Technology January 2011 - September 2013
Hunter Vision September 2012 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Research, Public Speaking, Microsoft Word, Marketing, Strategic Planning, Government, Outlook, Personal Budgeting, Bookkeeping
Education
University of Central Florida 2010 — 2012
Bachelor of Arts (B.A.), Marketing
Chris Pedersen,CFA Chris Pedersen,CFA's Charles Schwab Experience January 1996 - January 1998
Job Senior Product Specialist BondEdge Solutions
Industry Information Technology and Services
Experience
Bondedge Solutions August 2006 - Present
Check Capital Management, Inc December 2002 - August 2006
Charles Schwab and Co March 1994 - September 2002
Charles Schwab & Co January 1998 - January 2002
Charles Schwab January 1996 - January 1998
Charles Schwab's & Co January 1994 - January 1995
Skills
Fixed Income, Portfolio Management, Bonds, Asset Managment, Securities, Trading Systems, Capital Markets, Bloomberg, Investments, Risk Management, Analytics, Strategic Financial..., Equities, Derivatives, Asset Management, Financial Markets, Financial Modeling, Financial Services, Wealth Management, Trading, Options, Investment Management, Mutual Funds, Financial Risk, Asset Allocation, Financial Analysis, Finance, Valuation, Financial Planning
Education
University of California, Santa Barbara 1990 — 1993
BA, Mathematics & Economics
University of California, Santa Barbara 1990 — 1993
MA, Economics; finance
Bondedge Solutions August 2006 - Present
Check Capital Management, Inc December 2002 - August 2006
Charles Schwab and Co March 1994 - September 2002
Charles Schwab & Co January 1998 - January 2002
Charles Schwab January 1996 - January 1998
Charles Schwab's & Co January 1994 - January 1995
Skills
Fixed Income, Portfolio Management, Bonds, Asset Managment, Securities, Trading Systems, Capital Markets, Bloomberg, Investments, Risk Management, Analytics, Strategic Financial..., Equities, Derivatives, Asset Management, Financial Markets, Financial Modeling, Financial Services, Wealth Management, Trading, Options, Investment Management, Mutual Funds, Financial Risk, Asset Allocation, Financial Analysis, Finance, Valuation, Financial Planning
Education
University of California, Santa Barbara 1990 — 1993
BA, Mathematics & Economics
University of California, Santa Barbara 1990 — 1993
MA, Economics; finance
John Alexandrovich John Alexandrovich's Charles Schwab Experience January 2014 - Present
Job Operations Associate
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Enviromental Tectonics Corporation May 2012 - January 2014
NBA February 2012 - March 2012
Aon Hewitt September 2008 - May 2011
Skills
Knowledge Management, Project Management, Software Project..., Project Planning, Emergency Management, Problem Solving, Incident Command, NIMS, Public Speaking, Policy, Government, Emergency Services, Team Leadership, Management, ARFF, Airport Operations, Training, Disaster Response, Airports, Customer Service, Public Safety, Account Management, Team Building, Supervisory Skills
Education
University of Central Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 2.6
Valencia Community College 2010 — 2012
AA/AS, Business Management
Charles Schwab January 2014 - Present
Enviromental Tectonics Corporation May 2012 - January 2014
NBA February 2012 - March 2012
Aon Hewitt September 2008 - May 2011
Skills
Knowledge Management, Project Management, Software Project..., Project Planning, Emergency Management, Problem Solving, Incident Command, NIMS, Public Speaking, Policy, Government, Emergency Services, Team Leadership, Management, ARFF, Airport Operations, Training, Disaster Response, Airports, Customer Service, Public Safety, Account Management, Team Building, Supervisory Skills
Education
University of Central Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 2.6
Valencia Community College 2010 — 2012
AA/AS, Business Management
Derek J. Lewis II Derek J. Lewis II's Charles Schwab Experience March 2002 - January 2008
Job Founder & CEO of Orassi Media Group
Industry Management Consulting
Experience
Orassi Media Group June 2014 - Present
National Medical Association Region V May 2014 - Present
Lewis Consulting November 2009 - Present
Arkansas Primary Care Clinic 2013 - 2014
Arkansas Primary Care Clinic 2013 - 2014
Clark Consulting June 2008 - November 2009
Charles Schwab March 2002 - January 2008
Merrill Lynch December 1997 - March 2002
Skills
Business Development, Strategic Planning, Management, Marketing, CRM, Investments, Team Building, Insurance, Healthcare, Small Business, Customer Service, Analysis, Entrepreneurship, Marketing Strategy, Project Management, Process Improvement, Negotiation, Leadership Development, Research, Accounting, Budget, New Business Development, Event Planning, Employee Benefits, Data Analysis, Event Management, Event Marketing Strategy, Social Media Marketing, Coordinating Events, Marketing Management, Marketing Communications, Conference Coordination, Conference Organization, Conference Design, Health Promotion, Healthcare Consulting, Non-profit..., Non-profit Consulting, Non-profit Program..., Business Planning, Fundraising, Business Strategy, Recruiting, Public Speaking, Management Consulting, Public Relations, Organizational..., Regulatory Submissions, IRB, ICH-GCP
Education
University of Phoenix 2004 — 2006
MBA, Business
University of Central Arkansas 1993 — 1997
BA, Finance
Orassi Media Group June 2014 - Present
National Medical Association Region V May 2014 - Present
Lewis Consulting November 2009 - Present
Arkansas Primary Care Clinic 2013 - 2014
Arkansas Primary Care Clinic 2013 - 2014
Clark Consulting June 2008 - November 2009
Charles Schwab March 2002 - January 2008
Merrill Lynch December 1997 - March 2002
Skills
Business Development, Strategic Planning, Management, Marketing, CRM, Investments, Team Building, Insurance, Healthcare, Small Business, Customer Service, Analysis, Entrepreneurship, Marketing Strategy, Project Management, Process Improvement, Negotiation, Leadership Development, Research, Accounting, Budget, New Business Development, Event Planning, Employee Benefits, Data Analysis, Event Management, Event Marketing Strategy, Social Media Marketing, Coordinating Events, Marketing Management, Marketing Communications, Conference Coordination, Conference Organization, Conference Design, Health Promotion, Healthcare Consulting, Non-profit..., Non-profit Consulting, Non-profit Program..., Business Planning, Fundraising, Business Strategy, Recruiting, Public Speaking, Management Consulting, Public Relations, Organizational..., Regulatory Submissions, IRB, ICH-GCP
Education
University of Phoenix 2004 — 2006
MBA, Business
University of Central Arkansas 1993 — 1997
BA, Finance
Joel Zelie's Charles Schwab Experience June 2014 - Present
Job Senior Organizational Account Specialist
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab October 2010 - Present
Oldcastle May 2007 - March 2009
REI June 2006 - May 2007
Skills
Sales, PowerPoint, Microsoft Word, Financial Analysis, Strategic Planning, Research, Data Analysis, Outlook, Customer Satisfaction, Coaching, Social Networking, Business Strategy, Marketing, Training, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Strategic Management
University of California, Santa Cruz 2001 — 2005
B.A., Psychology, Social Psych.
Charles Schwab June 2014 - Present
Charles Schwab October 2010 - Present
Oldcastle May 2007 - March 2009
REI June 2006 - May 2007
Skills
Sales, PowerPoint, Microsoft Word, Financial Analysis, Strategic Planning, Research, Data Analysis, Outlook, Customer Satisfaction, Coaching, Social Networking, Business Strategy, Marketing, Training, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Strategic Management
University of California, Santa Cruz 2001 — 2005
B.A., Psychology, Social Psych.
Amber Musee's Charles Schwab Experience December 1997 - April 2001
Job Business Systems Manager, VP
Industry Financial Services
Experience
JPMorgan Chase December 2009 - Present
Accredited Home Lenders March 2005 - May 2009
HSBC September 2003 - February 2005
Ocwen Federal Bank August 2001 - September 2003
Charles Schwab December 1997 - April 2001
Skills
Forecasting, Team Leadership, Scheduling, Problem Solving, Analytics, Call Center, Process Improvement, Vendor Management, Customer Service, Team Building, Business Analysis, Visio, Customer Relations, Compliance, Access, Excel, Strategic Planning, Budgeting, Documentation, Vendor Relations, Crystal Reports, Mergers, Change Management, Mentoring, Operations Management, Six Sigma, Quality Assurance, Business Intelligence, Policy, Banking, Analysis, Microsoft Office, Word, Outlook, Business Management, Requirements Analysis, SQL, Program Management, PowerPoint, Data Analysis, MS Project, Process Engineering, Microsoft Excel, Business Process..., Call Centers, IVR, SDLC, Mortgage Servicing, Management, Software Documentation
Education
University of Central Florida 1998 — 2003
Statistics
JPMorgan Chase December 2009 - Present
Accredited Home Lenders March 2005 - May 2009
HSBC September 2003 - February 2005
Ocwen Federal Bank August 2001 - September 2003
Charles Schwab December 1997 - April 2001
Skills
Forecasting, Team Leadership, Scheduling, Problem Solving, Analytics, Call Center, Process Improvement, Vendor Management, Customer Service, Team Building, Business Analysis, Visio, Customer Relations, Compliance, Access, Excel, Strategic Planning, Budgeting, Documentation, Vendor Relations, Crystal Reports, Mergers, Change Management, Mentoring, Operations Management, Six Sigma, Quality Assurance, Business Intelligence, Policy, Banking, Analysis, Microsoft Office, Word, Outlook, Business Management, Requirements Analysis, SQL, Program Management, PowerPoint, Data Analysis, MS Project, Process Engineering, Microsoft Excel, Business Process..., Call Centers, IVR, SDLC, Mortgage Servicing, Management, Software Documentation
Education
University of Central Florida 1998 — 2003
Statistics
Daniel Fusco's Charles Schwab Experience 2014 - January 2015
Job First Vice President / Assistant Manager Brokerage Operations
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. January 2015 - Present
Charles Schwab 2014 - January 2015
Charles Schwab July 2010 - June 2014
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Securities, Finance, Wealth Management, Financial Analysis, Leadership
Education
University of Central Florida 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Winslow, Evans & Crocker, Inc. January 2015 - Present
Charles Schwab 2014 - January 2015
Charles Schwab July 2010 - June 2014
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Securities, Finance, Wealth Management, Financial Analysis, Leadership
Education
University of Central Florida 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Christopher Baccari's Charles Schwab Experience June 2014 - August 2014
Job Student at the University of Central Florida
Industry Financial Services
Experience
Roghnu December 2014 - January 2015
Charles Schwab June 2014 - August 2014
Edwards Financial Services August 2013 - December 2013
Skills
Technical Analysis, Fundamental Analysis, US Equities, Derivatives Trading, Options, Futures Trading, Foreign Exchange, Financial Markets, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Payroll, Data Entry, Derivatives, Microsoft Office, Leadership, Time Management, SQL, JavaScript, Python, Teamwork, Bloomberg Terminal
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.52
Roghnu December 2014 - January 2015
Charles Schwab June 2014 - August 2014
Edwards Financial Services August 2013 - December 2013
Skills
Technical Analysis, Fundamental Analysis, US Equities, Derivatives Trading, Options, Futures Trading, Foreign Exchange, Financial Markets, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Payroll, Data Entry, Derivatives, Microsoft Office, Leadership, Time Management, SQL, JavaScript, Python, Teamwork, Bloomberg Terminal
Education
University of Central Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.52
Sarah Contino, AAMS® Sarah Contino, AAMS®'s Charles Schwab Experience December 2000 - December 2004
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Ameriprise Financial Services September 2013 - Present
TIAA CREF October 2004 - August 2013
Charles Schwab December 2000 - December 2004
Education
University of Central Florida 1995 — 1997
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Eddie Burgos, CFP®'s Charles Schwab Experience August 2002 - January 2005
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc. July 2005 - Present
Charles Schwab August 2002 - January 2005
Charles Schwab February 1998 - July 2002
Education
University of Central Florida 2007 — 2007
Executive Financial Planning Certificate Program
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Accounting
Valencia Community College 1993 — 1995
Associate of Arts
SunTrust Investment Services, Inc. July 2005 - Present
Charles Schwab August 2002 - January 2005
Charles Schwab February 1998 - July 2002
Education
University of Central Florida 2007 — 2007
Executive Financial Planning Certificate Program
University of Central Florida - College of Business Administration 1995 — 1998
BSBA, Accounting
Valencia Community College 1993 — 1995
Associate of Arts
Allison Ross Allison Ross's Charles Schwab Experience June 1997 - September 2000
Job Director, Talent Acquisition at Bare Escentuals
Industry Human Resources
Experience
Bare Escentuals January 2011 - Present
Levi Strauss & Co. September 2010 - December 2010
Flexperience March 2007 - July 2010
Contract Recruiter 2004 - 2007
Korn/Ferry International October 2000 - May 2001
Charles Schwab June 1997 - September 2000
Cost Plus World Market August 1991 - June 1997
Skills
Talent Management, Employee Relations, Sourcing, Deferred Compensation, Marketing, Personnel Management, Recruiting, Human Resources, Strategy, Program Management, Talent Acquisition, Leadership, Leadership Development, CRM
Education
University of San Francisco - School of Management 1994 — 1997
MBA, Management
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Political Science
Bare Escentuals January 2011 - Present
Levi Strauss & Co. September 2010 - December 2010
Flexperience March 2007 - July 2010
Contract Recruiter 2004 - 2007
Korn/Ferry International October 2000 - May 2001
Charles Schwab June 1997 - September 2000
Cost Plus World Market August 1991 - June 1997
Skills
Talent Management, Employee Relations, Sourcing, Deferred Compensation, Marketing, Personnel Management, Recruiting, Human Resources, Strategy, Program Management, Talent Acquisition, Leadership, Leadership Development, CRM
Education
University of San Francisco - School of Management 1994 — 1997
MBA, Management
University of California, Santa Barbara 1982 — 1986
Bachelor of Arts (BA), Political Science
Ronelle Scardina Ronelle Scardina's Charles Schwab Experience January 2008 - June 2008
Job
Industry Hospital & Health Care
Experience
Blue Shield of California August 2015 - Present
Jiawei Technology (USA) Limited July 2015 - August 2015
Kaiser Permanente (Rose International contract extended January 2015 and April 2015) January 2015 - June 2015
Kaiser Permanente (Rose International contract extended January 2014 and July 2014) August 2013 - December 2014
Charles Schwab January 2008 - June 2008
Consilient, Inc. September 2000 - September 2001
FICO September 1998 - September 2000
Switzer Communications 1995 - 1998
Citigate Cunningham 1993 - 1995
Skills
Media Relations, Press Releases, Public Relations, Strategic Communications, Event Planning, Event Management, Media Analysis, Product Launch Events, Fundraising, PowerPoint, Microsoft Excel, Community Development, Social Networking, Leadership, Message Development, Communication Skills, Strategic Planning, Marketing Strategy, Brand Awareness, Program Management, Web Content, Social Media, Public Speaking, Internal Communications, Start-ups, Key Message Development, Strategic Brand..., Brand Implementation, Speakers Bureau, Dreamweaver, HTML, Writing, Teaching, FileMaker, Press Conferences, Marketing, Marketing Communications, Web Content Management, Adobe Acrobat
Education
University of California, Santa Barbara
Bachelor of Arts, Communication Studies
Blue Shield of California August 2015 - Present
Jiawei Technology (USA) Limited July 2015 - August 2015
Kaiser Permanente (Rose International contract extended January 2015 and April 2015) January 2015 - June 2015
Kaiser Permanente (Rose International contract extended January 2014 and July 2014) August 2013 - December 2014
Charles Schwab January 2008 - June 2008
Consilient, Inc. September 2000 - September 2001
FICO September 1998 - September 2000
Switzer Communications 1995 - 1998
Citigate Cunningham 1993 - 1995
Skills
Media Relations, Press Releases, Public Relations, Strategic Communications, Event Planning, Event Management, Media Analysis, Product Launch Events, Fundraising, PowerPoint, Microsoft Excel, Community Development, Social Networking, Leadership, Message Development, Communication Skills, Strategic Planning, Marketing Strategy, Brand Awareness, Program Management, Web Content, Social Media, Public Speaking, Internal Communications, Start-ups, Key Message Development, Strategic Brand..., Brand Implementation, Speakers Bureau, Dreamweaver, HTML, Writing, Teaching, FileMaker, Press Conferences, Marketing, Marketing Communications, Web Content Management, Adobe Acrobat
Education
University of California, Santa Barbara
Bachelor of Arts, Communication Studies
Barry Mendelson, CFP®'s Charles Schwab Experience February 2004 - January 2010
Job Financial Advisor & Managing Partner at ZRC Wealth Management, LLC
Industry Investment Management
Experience
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
Christopher Ballard, CFP® Christopher Ballard, CFP®'s Charles Schwab Experience April 2002 - April 2009
Job Managing Director
Industry Financial Services
Experience
Check Capital Management August 2012 - Present
Green Thumb Financial July 2009 - September 2012
Charles Schwab April 2002 - April 2009
Morgan Stanley Dean Witter May 2000 - April 2002
Education
University of California, Santa Barbara 1991 — 1995
Bachelors, Environmental Studies
University of California, Santa Barbara 1991 — 1995
Check Capital Management August 2012 - Present
Green Thumb Financial July 2009 - September 2012
Charles Schwab April 2002 - April 2009
Morgan Stanley Dean Witter May 2000 - April 2002
Education
University of California, Santa Barbara 1991 — 1995
Bachelors, Environmental Studies
University of California, Santa Barbara 1991 — 1995
Shawn Roth Shawn Roth's Charles Schwab Experience 1999 - 2001
Job at Hilton Worldwide
Industry Wine and Spirits
Experience
Hilton Worldwide November 2009 - Present
Hilton Bonnet Creek 2009 - 2010
Kaplan University July 2009 - November 2009
Expedite Distribution January 2006 - September 2009
Damon and Roth Realty May 2006 - November 2007
charles schwab 1999 - 2001
Education
University of Central Florida 1996 — 1998
bs, business
University of Central Florida - College of Business Administration 1996 — 1998
Hilton Worldwide November 2009 - Present
Hilton Bonnet Creek 2009 - 2010
Kaplan University July 2009 - November 2009
Expedite Distribution January 2006 - September 2009
Damon and Roth Realty May 2006 - November 2007
charles schwab 1999 - 2001
Education
University of Central Florida 1996 — 1998
bs, business
University of Central Florida - College of Business Administration 1996 — 1998
Addie Ford's Charles Schwab Experience September 2013 - 2013
Job Accomplished Administrative Specialist
Industry
Experience
Florida Wound Care Doctors January 2015 - April 2015
Superior Group August 2014 - December 2014
Össur May 2014 - August 2014
Florida Hospital November 2013 - May 2014
UCF Multicultural Student Center August 2013 - May 2014
UCF Department of Financial Aid November 2012 - May 2014
Charles Schwab September 2013 - 2013
Dr. Truax Dentist Office August 2010 - May 2011
Skills
Microsoft Office, Research, Sales, Healthcare, Microsoft Excel, PowerPoint, Access, Data Entry, Time Management, Leadership, Administrative Office..., Teaching, PeopleSoft, Teamwork, Oracle Applications, Long-term Customer..., Customer Service, Microsoft Word, Event Planning, Social Networking, At Multitasking
Education
University of Central Florida 2011 — 2014
Bachelor's degree, Health Services Administration, Senior
University of Central Florida 2011 — 2013
Associate's degree, Health Information Management
Florida Wound Care Doctors January 2015 - April 2015
Superior Group August 2014 - December 2014
Össur May 2014 - August 2014
Florida Hospital November 2013 - May 2014
UCF Multicultural Student Center August 2013 - May 2014
UCF Department of Financial Aid November 2012 - May 2014
Charles Schwab September 2013 - 2013
Dr. Truax Dentist Office August 2010 - May 2011
Skills
Microsoft Office, Research, Sales, Healthcare, Microsoft Excel, PowerPoint, Access, Data Entry, Time Management, Leadership, Administrative Office..., Teaching, PeopleSoft, Teamwork, Oracle Applications, Long-term Customer..., Customer Service, Microsoft Word, Event Planning, Social Networking, At Multitasking
Education
University of Central Florida 2011 — 2014
Bachelor's degree, Health Services Administration, Senior
University of Central Florida 2011 — 2013
Associate's degree, Health Information Management
Lisa Fareed's Charles Schwab Experience 1997 - 2004
Job Owner at The Crepe Company
Industry Food & Beverages
Experience
The Crepe Company June 2011 - Present
Real Estate 2005 - 2011
Charles Schwab 1997 - 2004
Skills
Investments, Corporate Events, Catering, Food, Sales, Investment Properties, Fundraisers, Food Service, Food & Beverage, Food Industry, Entrepreneurship, Time Management, Weddings, Management, Marketing, Fundraising
Education
University of Central Florida 1996 — 1998
Bachelor of Science (BS), Finance
The Crepe Company June 2011 - Present
Real Estate 2005 - 2011
Charles Schwab 1997 - 2004
Skills
Investments, Corporate Events, Catering, Food, Sales, Investment Properties, Fundraisers, Food Service, Food & Beverage, Food Industry, Entrepreneurship, Time Management, Weddings, Management, Marketing, Fundraising
Education
University of Central Florida 1996 — 1998
Bachelor of Science (BS), Finance
Kaitlyn Baker's Charles Schwab Experience September 2013 - Present
Job Relationship Specialist
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Publix Super Markets September 2007 - December 2013
Deatrick Public Relations August 2011 - April 2012
Revenue Performance Inc May 2011 - August 2011
Oerther Foods, Inc. January 2011 - April 2011
Skills
SEO, Press Releases, Social Media, Marketing, Public Relations, Digital Media, Leadership, Creative Writing, Sales, Training, Customer Service, Google Adwords, Social Networking, Customer Relations, Microsoft Office
Education
University of Central Florida 2010 — 2012
BA, Advertising and Public Relations
Charles Schwab September 2013 - Present
Publix Super Markets September 2007 - December 2013
Deatrick Public Relations August 2011 - April 2012
Revenue Performance Inc May 2011 - August 2011
Oerther Foods, Inc. January 2011 - April 2011
Skills
SEO, Press Releases, Social Media, Marketing, Public Relations, Digital Media, Leadership, Creative Writing, Sales, Training, Customer Service, Google Adwords, Social Networking, Customer Relations, Microsoft Office
Education
University of Central Florida 2010 — 2012
BA, Advertising and Public Relations
Gonzalo Yubi's Charles Schwab Experience May 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab June 2013 - January 2014
University of Central Florida- Student Academic Resource Center August 2011 - May 2013
Shayan Elahi Campaign- State Representative for District 49 June 2012 - August 2012
University of Central Florida- Undergraduate Admissions August 2010 - April 2011
First Command Financial Services September 2009 - August 2010
Skills
Bilingual- English and..., Cash Handling Experience, Customer Service..., Excellent..., Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Teamwork, Leadership, Sales, Outlook, Finance, Critical Thinking, Financial Analysis, Public Speaking, Program Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science in Business Administration, Finance
Niceville Senior High School 2006 — 2010
High School Diploma
Charles Schwab May 2014 - Present
Charles Schwab June 2013 - January 2014
University of Central Florida- Student Academic Resource Center August 2011 - May 2013
Shayan Elahi Campaign- State Representative for District 49 June 2012 - August 2012
University of Central Florida- Undergraduate Admissions August 2010 - April 2011
First Command Financial Services September 2009 - August 2010
Skills
Bilingual- English and..., Cash Handling Experience, Customer Service..., Excellent..., Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Teamwork, Leadership, Sales, Outlook, Finance, Critical Thinking, Financial Analysis, Public Speaking, Program Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science in Business Administration, Finance
Niceville Senior High School 2006 — 2010
High School Diploma
Kate (Wallace) Loftus's Charles Schwab Experience January 2000 - January 2001
Job Senior Director at Apollo Group
Industry Marketing and Advertising
Experience
Apollo Group January 2008 - Present
Aptimus December 2006 - January 2008
Aptimus May 2005 - December 2005
Aptimus June 2004 - April 2005
Aptimus August 2002 - June 2004
Launch Project llc March 2002 - August 2002
Multivision Inc November 2001 - March 2002
McLean Public Relations January 2001 - October 2001
Charles Schwab January 2000 - January 2001
STAR Telecommunications, Inc April 1998 - June 1999
Skills
Event Planning, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Marketing Strategy, Budgets, Strategic Planning, Microsoft Office, Social Media, Email Strategy, Email Marketing, Leadership, Online Marketing, Online Advertising, CRM, Integrated Marketing..., Nurturing, Social Media Marketing, Analytics, Market Research, Marketing Communications, Integrated Marketing, Lead Generation, Direct Marketing, Strategic Partnerships
Education
University of California, Santa Barbara 1993 — 1997
Bachelor's degree, Communication
Issaquah High School 1989 — 1993
Apollo Group January 2008 - Present
Aptimus December 2006 - January 2008
Aptimus May 2005 - December 2005
Aptimus June 2004 - April 2005
Aptimus August 2002 - June 2004
Launch Project llc March 2002 - August 2002
Multivision Inc November 2001 - March 2002
McLean Public Relations January 2001 - October 2001
Charles Schwab January 2000 - January 2001
STAR Telecommunications, Inc April 1998 - June 1999
Skills
Event Planning, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Marketing Strategy, Budgets, Strategic Planning, Microsoft Office, Social Media, Email Strategy, Email Marketing, Leadership, Online Marketing, Online Advertising, CRM, Integrated Marketing..., Nurturing, Social Media Marketing, Analytics, Market Research, Marketing Communications, Integrated Marketing, Lead Generation, Direct Marketing, Strategic Partnerships
Education
University of California, Santa Barbara 1993 — 1997
Bachelor's degree, Communication
Issaquah High School 1989 — 1993
Justin Selig Justin Selig's Charles Schwab Experience August 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
CRG Global June 2013 - January 2014
Cogressman John L. Mica August 2012 - October 2012
Skills
Politics, Public Policy, Legislative Relations, Social Media, Customer Service, Financial Analysis, Financial Planning, Microsoft Excel, Leadership, Marketing Research, Sales
Education
University of Florida 2008 — 2011
Bachelor's Degree, Political Science and Government
University of Central Florida 2011 — 2012
Bachelor's Degree, Minor in Business Administration
Charles Schwab August 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments February 2014 - October 2014
CRG Global June 2013 - January 2014
Cogressman John L. Mica August 2012 - October 2012
Skills
Politics, Public Policy, Legislative Relations, Social Media, Customer Service, Financial Analysis, Financial Planning, Microsoft Excel, Leadership, Marketing Research, Sales
Education
University of Florida 2008 — 2011
Bachelor's Degree, Political Science and Government
University of Central Florida 2011 — 2012
Bachelor's Degree, Minor in Business Administration
Amy Ruegg's Charles Schwab Experience December 2013 - Present
Job Director, National Acquisition Marketing Programs at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab December 2013 - Present
Charles Schwab April 2012 - December 2013
Home Value Protection, Inc October 2011 - May 2012
Charles Schwab April 2010 - October 2011
Chablis Inn 2002 - 2010
Charles Schwab 1997 - 1999
Skills
Marketing, Marketing Strategy, Management, Leadership, Strategy, Strategic Planning, Social Media, Public Speaking, Integrated Marketing, Direct Marketing, Program Management, Entrepreneurship, Event Planning, Financial Services, Marketing Communications, Customer Service, Email Marketing, Social Media Marketing, Customer Acquisition, Business Strategy
Education
UC Santa Barbara 1986 — 1990
BA, Political Science and Communication Studies
Charles Schwab December 2013 - Present
Charles Schwab April 2012 - December 2013
Home Value Protection, Inc October 2011 - May 2012
Charles Schwab April 2010 - October 2011
Chablis Inn 2002 - 2010
Charles Schwab 1997 - 1999
Skills
Marketing, Marketing Strategy, Management, Leadership, Strategy, Strategic Planning, Social Media, Public Speaking, Integrated Marketing, Direct Marketing, Program Management, Entrepreneurship, Event Planning, Financial Services, Marketing Communications, Customer Service, Email Marketing, Social Media Marketing, Customer Acquisition, Business Strategy
Education
UC Santa Barbara 1986 — 1990
BA, Political Science and Communication Studies
Jean Wilke-Ausman's Charles Schwab Experience 1996 - 1999
Job Long Term Care Specialist at The Eugene Cohen Insurance Agency
Industry Insurance
Experience
The Eugene Cohen Insurance Agency July 2012 - Present
LTC Global / ACSIA January 2010 - June 2012
OCIUS LLC June 2007 - November 2010
Charles Schwab 1996 - 1999
Skills
Long Term Care, Annuities, Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Medicare, Retirement, Strategic Financial..., Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Brokers, IRAs, Whole Life, Health Insurance, Universal Life
Education
University of Central Florida 1989 — 1993
Bachelor of Science Business Administration, Business
The Eugene Cohen Insurance Agency July 2012 - Present
LTC Global / ACSIA January 2010 - June 2012
OCIUS LLC June 2007 - November 2010
Charles Schwab 1996 - 1999
Skills
Long Term Care, Annuities, Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Medicare, Retirement, Strategic Financial..., Long Term Care Insurance, Critical Illness, Term Life Insurance, Financial Planners, Brokers, IRAs, Whole Life, Health Insurance, Universal Life
Education
University of Central Florida 1989 — 1993
Bachelor of Science Business Administration, Business
David Whetstone's Charles Schwab Experience January 1993 - January 1995
Job Senior iOS Engineer at Quri
Industry Computer Software
Experience
Quri November 2014 - Present
Tout May 2013 - October 2014
Tout 2011 - May 2013
Advent Software 2000 - July 2004
Advent Software 1997 - 2000
Advent Software 1995 - 1997
Charles Schwab January 1993 - January 1995
Skills
Python, C++, XML, Java, Software Development, Software Documentation, Objective-C, Cocoa, Cocoa Touch, Cocos2d, Mobile Applications, Linux, C, Linguistics
Education
University of California, Santa Cruz 2007 — 2010
Bachelor of Arts, Linguistics
Quri November 2014 - Present
Tout May 2013 - October 2014
Tout 2011 - May 2013
Advent Software 2000 - July 2004
Advent Software 1997 - 2000
Advent Software 1995 - 1997
Charles Schwab January 1993 - January 1995
Skills
Python, C++, XML, Java, Software Development, Software Documentation, Objective-C, Cocoa, Cocoa Touch, Cocos2d, Mobile Applications, Linux, C, Linguistics
Education
University of California, Santa Cruz 2007 — 2010
Bachelor of Arts, Linguistics
Cheryl Bertanyi Cheryl Bertanyi's Charles Schwab Experience April 1997 - March 1999
Job Loan Consultant for Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage November 2003 - Present
Bank of America, Home Mortgage March 1999 - November 2003
Charles Schwab April 1997 - March 1999
Education
University of California, Santa Barbara 1982 — 1988
BS, International Relations
Wells Fargo Home Mortgage November 2003 - Present
Bank of America, Home Mortgage March 1999 - November 2003
Charles Schwab April 1997 - March 1999
Education
University of California, Santa Barbara 1982 — 1988
BS, International Relations
Julia Harbaugh's Charles Schwab Experience July 2015 - Present
Job Product Management/Marketing Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Washington and Lee University October 2014 - May 2015
Charles Schwab June 2014 - August 2014
ReArranged, LLC June 2010 - June 2014
Gateway Foundation May 2011 - June 2011
Feast Catering September 2010 - January 2011
Skills
Microsoft Excel, CPR Certified, Event Planning, PowerPoint, Social Media, Microsoft Word, Facebook, Public Speaking, Research, Management, Finance, Microsoft Office, Advertising
Education
Washington and Lee University 2011 — 2015
Bachelor of Arts Commerce, Economics and Global Politics
University of Cape Town 2013 — 2013
Fall Term 2013 Study Abroad, Development Economics and Politics
Charles Schwab July 2015 - Present
Washington and Lee University October 2014 - May 2015
Charles Schwab June 2014 - August 2014
ReArranged, LLC June 2010 - June 2014
Gateway Foundation May 2011 - June 2011
Feast Catering September 2010 - January 2011
Skills
Microsoft Excel, CPR Certified, Event Planning, PowerPoint, Social Media, Microsoft Word, Facebook, Public Speaking, Research, Management, Finance, Microsoft Office, Advertising
Education
Washington and Lee University 2011 — 2015
Bachelor of Arts Commerce, Economics and Global Politics
University of Cape Town 2013 — 2013
Fall Term 2013 Study Abroad, Development Economics and Politics
Jan Holland's Charles Schwab Experience May 2013 - Present
Job Client Banking Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
KeyBank September 2012 - May 2013
OppenheimerFunds October 2006 - July 2011
Skills
•Hold Series Six..., Customer Service..., Administrative..., Training Management
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Charles Schwab May 2013 - Present
KeyBank September 2012 - May 2013
OppenheimerFunds October 2006 - July 2011
Skills
•Hold Series Six..., Customer Service..., Administrative..., Training Management
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), English Language and Literature, General
Lindy Sherwood Lindy Sherwood's Charles Schwab Experience February 1993 - June 2000
Job President and Managing Director at Kaspick & Company
Industry Financial Services
Experience
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Kaspick & Company May 2011 - Present
Northern Trust February 2005 - May 2011
U.S. Trust Company June 2000 - April 2005
Charles Schwab February 1993 - June 2000
Citibank 1980 - 1992
Skills
Asset Management, Financial Services, Wealth Management..., Private Banking, Executive Management, Managing Business Growth, Strategic Planning, Marketing Strategy
Education
University of California, Santa Barbara
BA, Psychology
University of California, Santa Barbara
Bachelor's degree, Psychology
Edsall Hilty Jr.'s Charles Schwab Experience January 2007 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Education
University of Central Florida 2003 — 2007
Finance, Finance
Charles Schwab January 2007 - Present
Education
University of Central Florida 2003 — 2007
Finance, Finance
David Robinow's Charles Schwab Experience 1991 - 1992
Job Managing Director
Industry Investment Management
Experience
Aston Asset Management December 2006 - Present
ABN AMRO Asset Management September 1998 - November 2006
Callan Associates June 1996 - September 1998
Schwab Institutional 1992 - 1995
Charles Schwab 1991 - 1992
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Aston Asset Management December 2006 - Present
ABN AMRO Asset Management September 1998 - November 2006
Callan Associates June 1996 - September 1998
Schwab Institutional 1992 - 1995
Charles Schwab 1991 - 1992
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Jamie Button's Charles Schwab Experience June 2012 - March 2013
Job Personal Lines Underwriter at Orchid Underwriters Agency LLC.
Industry Insurance
Experience
Orchid Underwriters Agency LLC. June 2015 - Present
Braishfield Associates March 2013 - April 2015
Charles Schwab June 2012 - March 2013
Braishfield Associates, Inc August 2011 - June 2012
Braishfield Associates, Inc March 2006 - August 2011
Skills
Customer Service, Goal Oriented, Self Starter, Underwriting, Insurance, Financial Analysis, Process Improvement, Outlook, Data Analysis, Microsoft Excel, Management, Training, Analysis, Time Management, Strategic Planning, PowerPoint, Liability, Commercial Insurance, Accounting, Banking, Strategic Financial..., Financial Modeling, Leadership, Credit, General Insurance, Financial Planning
Education
University of Central Florida 2008 — 2011
Bachelor's Degree, Finance
Valencia Community College 2004 — 2008
Edison State College
220 General Lines License, Insurance
Edison State College
220 General Lines License, Insurance
Winter Park High School
Winter Park High School
Orchid Underwriters Agency LLC. June 2015 - Present
Braishfield Associates March 2013 - April 2015
Charles Schwab June 2012 - March 2013
Braishfield Associates, Inc August 2011 - June 2012
Braishfield Associates, Inc March 2006 - August 2011
Skills
Customer Service, Goal Oriented, Self Starter, Underwriting, Insurance, Financial Analysis, Process Improvement, Outlook, Data Analysis, Microsoft Excel, Management, Training, Analysis, Time Management, Strategic Planning, PowerPoint, Liability, Commercial Insurance, Accounting, Banking, Strategic Financial..., Financial Modeling, Leadership, Credit, General Insurance, Financial Planning
Education
University of Central Florida 2008 — 2011
Bachelor's Degree, Finance
Valencia Community College 2004 — 2008
Edison State College
220 General Lines License, Insurance
Edison State College
220 General Lines License, Insurance
Winter Park High School
Winter Park High School
Greg Petrakis's Charles Schwab Experience February 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
The Fresh Market May 2014 - March 2015
Full Sail University July 2011 - April 2014
Publix Supermarket April 2006 - January 2012
Orlando Predators, AFL Franchise February 2011 - December 2011
Jacksonville Jaguars August 2010 - December 2010
University of Central Florida August 2009 - December 2009
Lake Howell High School Boys Lacrosse January 2007 - April 2007
Skills
Leadership, Social Media Marketing, Customer Service, Microsoft Office, Management, Sales, Social Media, Social Networking, PowerPoint, Time Management, Microsoft Excel, Facebook, Microsoft Word
Education
UCF 2012 — 2015
Master of Business Administration (M.B.A.), Business Adminstaration
University of Central Florida 2006 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Charles Schwab February 2015 - Present
The Fresh Market May 2014 - March 2015
Full Sail University July 2011 - April 2014
Publix Supermarket April 2006 - January 2012
Orlando Predators, AFL Franchise February 2011 - December 2011
Jacksonville Jaguars August 2010 - December 2010
University of Central Florida August 2009 - December 2009
Lake Howell High School Boys Lacrosse January 2007 - April 2007
Skills
Leadership, Social Media Marketing, Customer Service, Microsoft Office, Management, Sales, Social Media, Social Networking, PowerPoint, Time Management, Microsoft Excel, Facebook, Microsoft Word
Education
UCF 2012 — 2015
Master of Business Administration (M.B.A.), Business Adminstaration
University of Central Florida 2006 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Maya Brownyard Maya Brownyard's Charles Schwab Experience October 2012 - November 2012
Job Writer/editor/proofreader
Industry Public Relations and Communications
Experience
Freelance September 1999 - Present
Orange County Public Schools July 2014 - July 2015
CTB McGraw Hill April 2011 - June 2014
Perspective International Ltd May 2013 - March 2014
Entech Creative Industries February 2013 - April 2013
Property Insight November 2012 - December 2012
Charles Schwab October 2012 - November 2012
Paragon Medical Transcription February 2012 - November 2012
M2 Systems Software February 2012 - April 2012
Computing System Innovations December 2011 - February 2012
Skills
Editing, Journalism, Public Relations, Web Content, Photography, Press Releases, Publishing, Editorial, Social Media, InDesign, Proofreading, Copywriting, Blogging, Magazines, Advertising
Education
Seminole State College 2009 — 2011
ATD, Medical transcription
Valencia College 2009 — 2009
Certification, Technical writing
University of Central Florida 1998 — 2002
BA, Journalism/computer science
Freelance September 1999 - Present
Orange County Public Schools July 2014 - July 2015
CTB McGraw Hill April 2011 - June 2014
Perspective International Ltd May 2013 - March 2014
Entech Creative Industries February 2013 - April 2013
Property Insight November 2012 - December 2012
Charles Schwab October 2012 - November 2012
Paragon Medical Transcription February 2012 - November 2012
M2 Systems Software February 2012 - April 2012
Computing System Innovations December 2011 - February 2012
Skills
Editing, Journalism, Public Relations, Web Content, Photography, Press Releases, Publishing, Editorial, Social Media, InDesign, Proofreading, Copywriting, Blogging, Magazines, Advertising
Education
Seminole State College 2009 — 2011
ATD, Medical transcription
Valencia College 2009 — 2009
Certification, Technical writing
University of Central Florida 1998 — 2002
BA, Journalism/computer science
Addis Aklilu's Charles Schwab Experience July 2015 - Present
Job Sr. Specialist, Corporate Public Relations at Charles Schwab
Industry Public Relations and Communications
Experience
Charles Schwab July 2015 - Present
Charles Schwab April 2014 - Present
DataDyne Group LLC March 2013 - April 2014
Skills
Public Relations, Content Development, Content Management, Writing, Social Media Marketing, Community Management, Editing, International..., Crisis Communications, Media Engagement, Press Releases, Corporate Reputation, Press Relations, Corporate Communications, Financial Services, Social Media Measurement, Global development, Global Health, Public Health, Women's Health, Social Media, Women's Issues, Political Science, Mobile Health, International Policy, International Human..., Non-profit Program..., Case Studies, Grant Writing
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), International Politics & Political Theory
University of California, Santa Cruz
Bachelor of Arts (B.A.), English Language and Literature/Letters
Charles Schwab July 2015 - Present
Charles Schwab April 2014 - Present
DataDyne Group LLC March 2013 - April 2014
Skills
Public Relations, Content Development, Content Management, Writing, Social Media Marketing, Community Management, Editing, International..., Crisis Communications, Media Engagement, Press Releases, Corporate Reputation, Press Relations, Corporate Communications, Financial Services, Social Media Measurement, Global development, Global Health, Public Health, Women's Health, Social Media, Women's Issues, Political Science, Mobile Health, International Policy, International Human..., Non-profit Program..., Case Studies, Grant Writing
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), International Politics & Political Theory
University of California, Santa Cruz
Bachelor of Arts (B.A.), English Language and Literature/Letters
Derek Teasley's Charles Schwab Experience January 2006 - Present
Job Sr. Operations Analyst at Charles Schwab
Industry Financial Services
Experience
Orlando Magic September 2010 - Present
Charles Schwab January 2006 - Present
Skills
Brand Development, New Business Development, Marketing Communications, Marketing, Strategic Planning, Sales, Customer Service, Event Planning, Marketing Strategy, Social Networking, Leadership, Coaching, Management, Social Media Marketing, Budgets, Event Management, Microsoft Office, Social Media
Education
University of Central Florida
BA, Interpersonal/Organizational Communication
Orlando Magic September 2010 - Present
Charles Schwab January 2006 - Present
Skills
Brand Development, New Business Development, Marketing Communications, Marketing, Strategic Planning, Sales, Customer Service, Event Planning, Marketing Strategy, Social Networking, Leadership, Coaching, Management, Social Media Marketing, Budgets, Event Management, Microsoft Office, Social Media
Education
University of Central Florida
BA, Interpersonal/Organizational Communication
Patrick Truong's Charles Schwab Experience December 2013 - May 2015
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - May 2015
UC Santa Cruz December 2012 - June 2013
Lucky Supermarket November 2010 - May 2011
Skills
Leadership, Microsoft Office, Customer Service, Data Entry, Customer Satisfaction, Research, Account Management, SQL
Education
University of California, Santa Cruz 2011 — 2013
Bachelor’s Degree, Biology/Biological Sciences, General, B
Charles Schwab December 2013 - May 2015
UC Santa Cruz December 2012 - June 2013
Lucky Supermarket November 2010 - May 2011
Skills
Leadership, Microsoft Office, Customer Service, Data Entry, Customer Satisfaction, Research, Account Management, SQL
Education
University of California, Santa Cruz 2011 — 2013
Bachelor’s Degree, Biology/Biological Sciences, General, B
Molly Mezzolani Molly Mezzolani's Charles Schwab Experience July 2014 - Present
Job Charles Schwab Operational Services Account Solutions Associate
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
PetSmart February 2014 - July 2014
PetSmart April 2011 - February 2014
Joel Slaven's Professional Animals June 2010 - April 2011
PetSmart November 2008 - June 2010
SeaWorld Orlando March 2008 - August 2009
Petland February 2007 - March 2008
Moe's Southwest Grill April 2004 - February 2006
Skills
Dog Training, Journalism, Photography, Animal Behavior, Animal Husbandry, Dog Behavior, Animal Work, Microsoft Office, Animal Welfare, Retail Sales, Training, Dogs, Pets, Customer Service, Behavior Modification, Social Networking, Time Management, Sales, Management, Business Services
Education
Valencia Community College 2011 — 2013
Associate of Arts (A.A.)
University of Central Florida 2006 — 2009
General Studies
Charles Schwab July 2014 - Present
PetSmart February 2014 - July 2014
PetSmart April 2011 - February 2014
Joel Slaven's Professional Animals June 2010 - April 2011
PetSmart November 2008 - June 2010
SeaWorld Orlando March 2008 - August 2009
Petland February 2007 - March 2008
Moe's Southwest Grill April 2004 - February 2006
Skills
Dog Training, Journalism, Photography, Animal Behavior, Animal Husbandry, Dog Behavior, Animal Work, Microsoft Office, Animal Welfare, Retail Sales, Training, Dogs, Pets, Customer Service, Behavior Modification, Social Networking, Time Management, Sales, Management, Business Services
Education
Valencia Community College 2011 — 2013
Associate of Arts (A.A.)
University of Central Florida 2006 — 2009
General Studies
Jennyfer Shupack Jennyfer Shupack's Charles Schwab Experience April 2003 - December 2004
Job Technology Business Consultant at Oracle
Industry Computer Software
Experience
Oracle March 2015 - Present
Reebok CrossFit October 2014 - March 2015
Town Sports International April 2010 - October 2014
John Hancock March 2005 - March 2009
Charles Schwab April 2003 - December 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab January 1998 - November 1998
Skills
Sales Management, Series 63, Mutual Funds, Customer Service, Project Management, Insurance, Marketing Strategy, Sales Operations, Series 7, Salesforce.com, Account Management, Public Speaking, Team Leadership, Retirement Planning, Strategic Financial..., FINRA, Strategic Planning, Competitive Analysis, Investments, Mentoring, Sales Support, Customer Relations, Excel, PowerPoint, New Business Development, B2B, Microsoft Office, Business Planning, Compliance, Financial Planning, Asset Management, Marketing Communications, Outlook, Call Center, Oracle, Data Warehousing, PaaS, Microsoft Excel, Database Administration, IaaS, SaaS
Education
University of California, Santa Barbara 1993 — 1997
B.A., Communication with Honors, 1997, Communication, General
Mendham High School
Mendham High School
West Morris Regional High School
Oracle March 2015 - Present
Reebok CrossFit October 2014 - March 2015
Town Sports International April 2010 - October 2014
John Hancock March 2005 - March 2009
Charles Schwab April 2003 - December 2004
Charles Schwab 2002 - 2003
Charles Schwab 2000 - 2002
Charles Schwab 1998 - 2000
Charles Schwab January 1998 - November 1998
Skills
Sales Management, Series 63, Mutual Funds, Customer Service, Project Management, Insurance, Marketing Strategy, Sales Operations, Series 7, Salesforce.com, Account Management, Public Speaking, Team Leadership, Retirement Planning, Strategic Financial..., FINRA, Strategic Planning, Competitive Analysis, Investments, Mentoring, Sales Support, Customer Relations, Excel, PowerPoint, New Business Development, B2B, Microsoft Office, Business Planning, Compliance, Financial Planning, Asset Management, Marketing Communications, Outlook, Call Center, Oracle, Data Warehousing, PaaS, Microsoft Excel, Database Administration, IaaS, SaaS
Education
University of California, Santa Barbara 1993 — 1997
B.A., Communication with Honors, 1997, Communication, General
Mendham High School
Mendham High School
West Morris Regional High School
Ozzie Hernandez Ozzie Hernandez's Charles Schwab Experience December 2000 - January 2001
Job Private Client Relationship Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
E*TRADE Financial July 2012 - August 2013
E*TRADE Financial August 2008 - June 2012
E*TRADE Financial July 2004 - August 2008
E*TRADE Financial October 2001 - July 2004
Charles Schwab December 2000 - January 2001
Charles Schwab June 2000 - September 2000
Skills
Equities, Trading, Business Development, Asset Allocation, Portfolio Management, Salesforce.com, FINRA, Series 24, Derivatives, Series 63, Series 7, Risk Management, Financial Services, Options, Futures, Relationship Management, Technical Analysis, Consultative Selling, Series 3, ETFs, Series 4, Professional Sales..., Performance Management, Trading Platforms, Foreign Exchange, Marketing Strategy, Cross Functional Team..., Project Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts in Law and Society, Law
E*TRADE Financial August 2013 - Present
E*TRADE Financial July 2012 - August 2013
E*TRADE Financial August 2008 - June 2012
E*TRADE Financial July 2004 - August 2008
E*TRADE Financial October 2001 - July 2004
Charles Schwab December 2000 - January 2001
Charles Schwab June 2000 - September 2000
Skills
Equities, Trading, Business Development, Asset Allocation, Portfolio Management, Salesforce.com, FINRA, Series 24, Derivatives, Series 63, Series 7, Risk Management, Financial Services, Options, Futures, Relationship Management, Technical Analysis, Consultative Selling, Series 3, ETFs, Series 4, Professional Sales..., Performance Management, Trading Platforms, Foreign Exchange, Marketing Strategy, Cross Functional Team..., Project Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts in Law and Society, Law
Dan Brenner's Charles Schwab Experience October 2009 - April 2012
Job Consumer Products Entrepreneur
Industry Consumer Goods
Experience
InstaNatural July 2015 - Present
SPRIM October 2013 - July 2015
SPRIM March 2012 - October 2013
Charles Schwab October 2009 - April 2012
Club at Cordillera May 2007 - August 2007
PetroAlgae January 2007 - May 2007
XL TechGroup July 2006 - January 2007
XL TechGroup 2005 - 2006
Online Entrepreneur 2003 - 2006
Skills
Business Development, Strategy, Business Strategy, Strategic Planning, Entrepreneurship, Market Research, Leadership, Sales Presentations, Organizational..., Business Planning, Project Management, Management, Mergers & Acquisitions, Budgets, Management Consulting, Team Building, Series 7, Start-ups, Series 63, Finance, Investments, PeopleSoft, Access, Collateral, Marketing, Venture Capital, Cross-functional Team..., Competitive Analysis, Market Analysis, CRM, Investment Banking
Education
University of Central Florida - College of Business Administration 2009 — 2011
Masters in Business Administration, Elective Focus: Business Law, Entrepreneurship
University of Central Florida 2007 — 2009
Business Management
InstaNatural July 2015 - Present
SPRIM October 2013 - July 2015
SPRIM March 2012 - October 2013
Charles Schwab October 2009 - April 2012
Club at Cordillera May 2007 - August 2007
PetroAlgae January 2007 - May 2007
XL TechGroup July 2006 - January 2007
XL TechGroup 2005 - 2006
Online Entrepreneur 2003 - 2006
Skills
Business Development, Strategy, Business Strategy, Strategic Planning, Entrepreneurship, Market Research, Leadership, Sales Presentations, Organizational..., Business Planning, Project Management, Management, Mergers & Acquisitions, Budgets, Management Consulting, Team Building, Series 7, Start-ups, Series 63, Finance, Investments, PeopleSoft, Access, Collateral, Marketing, Venture Capital, Cross-functional Team..., Competitive Analysis, Market Analysis, CRM, Investment Banking
Education
University of Central Florida - College of Business Administration 2009 — 2011
Masters in Business Administration, Elective Focus: Business Law, Entrepreneurship
University of Central Florida 2007 — 2009
Business Management
Jennifer Spilios's Charles Schwab Experience July 2009 - August 2012
Job Professional Sales Representative and Account Manager
Industry Public Relations and Communications
Experience
OneBlood September 2013 - July 2015
Charles Schwab July 2009 - August 2012
Dynetech September 2005 - July 2009
Dynetech July 2003 - September 2005
Dynetech February 2005 - May 2005
Dynetech September 2001 - July 2003
Pace Products, Inc April 2001 - September 2001
Walt Disney World – Display Special Events July 1999 - January 2000
Skills
Networking, Direct Sales, Sales Presentations, Travel Planning, Event Planning, New Business Development, Business Development, Account Management, Client Relations Skills, Marketing, Market Research, Product Marketing, Training, Sales Process, Project Management, Sales, Entrepreneurship, Strategic Partnerships, Selling, Management, Customer Service, Event Management, Public Speaking, Marketing Strategy, Small Business, Leadership, Customer Retention, Program Management, Budgets, Team Leadership
Education
University of Central Florida 1995 — 2000
Bachelor of Arts (B.A.), Organizational Communication, General
University of Central Florida 1995 — 2000
BA, Organizational Communication
OneBlood September 2013 - July 2015
Charles Schwab July 2009 - August 2012
Dynetech September 2005 - July 2009
Dynetech July 2003 - September 2005
Dynetech February 2005 - May 2005
Dynetech September 2001 - July 2003
Pace Products, Inc April 2001 - September 2001
Walt Disney World – Display Special Events July 1999 - January 2000
Skills
Networking, Direct Sales, Sales Presentations, Travel Planning, Event Planning, New Business Development, Business Development, Account Management, Client Relations Skills, Marketing, Market Research, Product Marketing, Training, Sales Process, Project Management, Sales, Entrepreneurship, Strategic Partnerships, Selling, Management, Customer Service, Event Management, Public Speaking, Marketing Strategy, Small Business, Leadership, Customer Retention, Program Management, Budgets, Team Leadership
Education
University of Central Florida 1995 — 2000
Bachelor of Arts (B.A.), Organizational Communication, General
University of Central Florida 1995 — 2000
BA, Organizational Communication
Jessica Rucker Jessica Rucker's Charles Schwab Experience 1993 - 1996
Job Realtor at Zephyr Real Estate
Industry Real Estate
Experience
Zephyr Real Estate 2002 - Present
Alain Pinel Realtors 1997 - 2001
Stapleton Communications 1994 - 1996
Charles Schwab 1993 - 1996
Skills
Real Estate, Investment Properties, Listings, First Time Home Buyers, Single Family Homes, Sellers, Condos, Buyer Representation, Short Sales, Coaching, Relocation
Education
New Ventures West
Certified Integral Coach
St Mary's College, Moraga
BA Political Science
UCSB
Zephyr Real Estate 2002 - Present
Alain Pinel Realtors 1997 - 2001
Stapleton Communications 1994 - 1996
Charles Schwab 1993 - 1996
Skills
Real Estate, Investment Properties, Listings, First Time Home Buyers, Single Family Homes, Sellers, Condos, Buyer Representation, Short Sales, Coaching, Relocation
Education
New Ventures West
Certified Integral Coach
St Mary's College, Moraga
BA Political Science
UCSB
My-Kim Woo My-Kim Woo's Charles Schwab Experience January 2006 - June 2007
Job Finance Manager
Industry Real Estate
Experience
Self Employed July 2012 - Present
Joint Juice, Inc / Premier Nutrition Corporation September 2010 - July 2012
Vintrust June 2007 - December 2009
Charles Schwab January 2006 - June 2007
Wells Fargo Bank August 2004 - January 2006
Skills
Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, Customer Service, Event Planning, Forecasting, Microsoft Office, Inventory Management, Marketing, Budgets, Event Management, Financial Analysis, Negotiation
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of Art, Business Management Economics
Self Employed July 2012 - Present
Joint Juice, Inc / Premier Nutrition Corporation September 2010 - July 2012
Vintrust June 2007 - December 2009
Charles Schwab January 2006 - June 2007
Wells Fargo Bank August 2004 - January 2006
Skills
Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, Customer Service, Event Planning, Forecasting, Microsoft Office, Inventory Management, Marketing, Budgets, Event Management, Financial Analysis, Negotiation
Education
University of California, Santa Cruz 2000 — 2004
Bachelor of Art, Business Management Economics
Chris Whatton's Charles Schwab Experience 1996 - Present
Job IT Professional
Industry Financial Services
Experience
Digital Media Consulting 2007 - Present
Charles Schwab 1996 - Present
Marriott International 1991 - 1994
Skills
Application Development, Database Development, E-commerce, SQL, SQL Server, HTML, Web Development, PL/SQL, C#, Databases, Microsoft SQL Server, Software Development, Business Intelligence, Integration, Data Warehousing, Agile Methodologies, ASP.NET
Education
University of Central Florida 1999 — 2001
MBA, Finance
University of Central Florida 1989 — 1994
BSBA, Finance
Digital Media Consulting 2007 - Present
Charles Schwab 1996 - Present
Marriott International 1991 - 1994
Skills
Application Development, Database Development, E-commerce, SQL, SQL Server, HTML, Web Development, PL/SQL, C#, Databases, Microsoft SQL Server, Software Development, Business Intelligence, Integration, Data Warehousing, Agile Methodologies, ASP.NET
Education
University of Central Florida 1999 — 2001
MBA, Finance
University of Central Florida 1989 — 1994
BSBA, Finance
Aaron Maxey's Charles Schwab Experience June 1999 - Present
Job VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Education
University of Central Florida 1995 — 1996
BS, Finance, General
Charles Schwab June 1999 - Present
Education
University of Central Florida 1995 — 1996
BS, Finance, General
Shane Donahue's Charles Schwab Experience October 2012 - Present
Job Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Jackson Retirement Planning November 2010 - September 2012
Global Spectrum August 2007 - October 2010
MSElectronix May 2005 - September 2005
Severn Trent Services May 2002 - May 2004
Skills
Finance, Economics, Customer Service, Superior Client Service, Financial Planners, Portfolio Assessment, Portfolio Performance..., Research, Estate Planning, Investment Management, Retirement Planning, Customer Retention, Series 7, Portfolio Management
Education
University of Central Florida 2008 — 2009
MBA, Business Administration
University of Central Florida 2004 — 2008
B.S.B.A., Finance
Charles Schwab October 2012 - Present
Jackson Retirement Planning November 2010 - September 2012
Global Spectrum August 2007 - October 2010
MSElectronix May 2005 - September 2005
Severn Trent Services May 2002 - May 2004
Skills
Finance, Economics, Customer Service, Superior Client Service, Financial Planners, Portfolio Assessment, Portfolio Performance..., Research, Estate Planning, Investment Management, Retirement Planning, Customer Retention, Series 7, Portfolio Management
Education
University of Central Florida 2008 — 2009
MBA, Business Administration
University of Central Florida 2004 — 2008
B.S.B.A., Finance
Jairo Acevedo, MBA's Charles Schwab Experience May 2011 - May 2012
Job Supervision Regional Manager at SagePoint Financial
Industry Investment Banking
Experience
SagePoint Financial, an AIG company June 2015 - Present
TD Ameritrade May 2013 - June 2015
SunTrust Mortgage June 2012 - December 2012
Charles Schwab May 2011 - May 2012
Skills
Investments, Leadership, Regulatory Compliance, Risk Management, Trading, Microsoft Excel, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Valuation, Securities, Credit Analysis, SAP, Bilingual, Commercial Underwriting
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida
Bachelor in Business Administration (BBA), Finance
SagePoint Financial, an AIG company June 2015 - Present
TD Ameritrade May 2013 - June 2015
SunTrust Mortgage June 2012 - December 2012
Charles Schwab May 2011 - May 2012
Skills
Investments, Leadership, Regulatory Compliance, Risk Management, Trading, Microsoft Excel, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Valuation, Securities, Credit Analysis, SAP, Bilingual, Commercial Underwriting
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida
Bachelor in Business Administration (BBA), Finance
Jennifer Loughrey's Charles Schwab Experience 1998 - 2001
Job Project Manager
Industry Hospital & Health Care
Experience
Loughrey Productions September 2005 - Present
LifeMasters Supported Selfcare March 2006 - October 2006
Lumetra May 2003 - September 2005
Progress Investment Management Company 2001 - 2002
Charles Schwab 1998 - 2001
CHEP UK 1997 - 1998
Skills
Project Management, Event Planning, Community Outreach, Strategic Planning, Healthcare, Internal Communications, Project Planning, Public Relations, Process Improvement, Risk Management, Non-profits, Healthcare Information..., Social Media Marketing, Marketing Communications, Editing, Fundraising, Brokerage, Back Office, Customer Service, Problem Solving, Garden Design, Horticulture, RFP, Crisis Communications, Small Business, Business Resumption..., Leadership, Corporate Communications, Vendor Management, Training, Training Delivery, Special Education, Online Communications, Program Management, Marketing, Integrated Marketing, Team Building
Education
UC Berkeley 2004 — 2005
Project Management
UC Berkeley 2002 — 2003
Marketing Communications coursework
University of California, Santa Cruz 1994 — 1996
BA, Politics (International Relations)
Loughrey Productions September 2005 - Present
LifeMasters Supported Selfcare March 2006 - October 2006
Lumetra May 2003 - September 2005
Progress Investment Management Company 2001 - 2002
Charles Schwab 1998 - 2001
CHEP UK 1997 - 1998
Skills
Project Management, Event Planning, Community Outreach, Strategic Planning, Healthcare, Internal Communications, Project Planning, Public Relations, Process Improvement, Risk Management, Non-profits, Healthcare Information..., Social Media Marketing, Marketing Communications, Editing, Fundraising, Brokerage, Back Office, Customer Service, Problem Solving, Garden Design, Horticulture, RFP, Crisis Communications, Small Business, Business Resumption..., Leadership, Corporate Communications, Vendor Management, Training, Training Delivery, Special Education, Online Communications, Program Management, Marketing, Integrated Marketing, Team Building
Education
UC Berkeley 2004 — 2005
Project Management
UC Berkeley 2002 — 2003
Marketing Communications coursework
University of California, Santa Cruz 1994 — 1996
BA, Politics (International Relations)
Leo Boni PMP, CSM's Charles Schwab Experience July 2005 - July 2010
Job Sr Technical Project Manager Data Engineering at Trulia
Industry Information Technology and Services
Experience
Trulia March 2015 - Present
Walmart eCommerce September 2013 - March 2015
salesforce.com September 2012 - September 2013
Salesforce.com October 2011 - September 2012
Macy's Systems and Technology July 2010 - October 2011
Charles Schwab July 2005 - July 2010
Charles Schwab January 2004 - July 2006
Charles Schwab November 2001 - January 2004
Charles Schwab August 2000 - November 2001
Charles Schwab August 1999 - August 2000
Skills
PMP, Program Management, Vendor Management, Project Management, IT Management, MS Project, Visio, Unix, Scrum, Enterprise Software, Risk Management, Project Delivery, Process Improvement, Strategic Planning, Management, Agile Methodologies, Salesforce.com, Software Documentation, IT Infrastructure..., ITIL, Team Building, ITIL Certified, Managing Project Budgets, Agile & Waterfall..., Relationship Management, International Project..., Microsoft Project, E-commerce, SaaS, Financial Services, Cloud Computing, Big Data, Hadoop
Education
University of California, Santa Barbara 1991 — 1996
Bachelors, Anthropology
Project Management Institute
PMP Certification, Project Management
Trulia March 2015 - Present
Walmart eCommerce September 2013 - March 2015
salesforce.com September 2012 - September 2013
Salesforce.com October 2011 - September 2012
Macy's Systems and Technology July 2010 - October 2011
Charles Schwab July 2005 - July 2010
Charles Schwab January 2004 - July 2006
Charles Schwab November 2001 - January 2004
Charles Schwab August 2000 - November 2001
Charles Schwab August 1999 - August 2000
Skills
PMP, Program Management, Vendor Management, Project Management, IT Management, MS Project, Visio, Unix, Scrum, Enterprise Software, Risk Management, Project Delivery, Process Improvement, Strategic Planning, Management, Agile Methodologies, Salesforce.com, Software Documentation, IT Infrastructure..., ITIL, Team Building, ITIL Certified, Managing Project Budgets, Agile & Waterfall..., Relationship Management, International Project..., Microsoft Project, E-commerce, SaaS, Financial Services, Cloud Computing, Big Data, Hadoop
Education
University of California, Santa Barbara 1991 — 1996
Bachelors, Anthropology
Project Management Institute
PMP Certification, Project Management
Jackie Pierce's Charles Schwab Experience October 2012 - February 2015
Job Senior Marketing Consultant
Industry Marketing and Advertising
Experience
Charles Schwab October 2012 - February 2015
Wells Fargo January 2011 - July 2012
Charles Schwab December 2007 - November 2010
LeapFrog 2005 - 2007
Ventaso 2003 - 2004
Cable & Wireless / Exodus 2001 - 2003
Ariba 2001 - 2001
Buzzsaw.com 1999 - 2000
Autodesk 1996 - 1999
Compaq Computer Corporation 1996 - 1996
Skills
Integrated Marketing, Product Marketing, Direct Marketing, Digital Marketing, Analytics, Email Marketing, Marketing Management, Online Marketing, Marketing Strategy, Marketing Communications, Segmentation, Lead Generation, Product Launch, Advertising, Brand Management, Multi-channel Marketing, Online Advertising
Education
University of California, Santa Barbara
Bachelor of Arts
Charles Schwab October 2012 - February 2015
Wells Fargo January 2011 - July 2012
Charles Schwab December 2007 - November 2010
LeapFrog 2005 - 2007
Ventaso 2003 - 2004
Cable & Wireless / Exodus 2001 - 2003
Ariba 2001 - 2001
Buzzsaw.com 1999 - 2000
Autodesk 1996 - 1999
Compaq Computer Corporation 1996 - 1996
Skills
Integrated Marketing, Product Marketing, Direct Marketing, Digital Marketing, Analytics, Email Marketing, Marketing Management, Online Marketing, Marketing Strategy, Marketing Communications, Segmentation, Lead Generation, Product Launch, Advertising, Brand Management, Multi-channel Marketing, Online Advertising
Education
University of California, Santa Barbara
Bachelor of Arts
Bradford Walton's Charles Schwab Experience July 1998 - Present
Job Director of Marketing L.A. Office
Industry Marketing and Advertising
Experience
L.A. Office February 2006 - Present
Charles Schwab July 1998 - Present
Education
University of California, Santa Barbara 1993 — 1997
BA
L.A. Office February 2006 - Present
Charles Schwab July 1998 - Present
Education
University of California, Santa Barbara 1993 — 1997
BA
Sharleen Laperal's Charles Schwab Experience March 2006 - Present
Job Sr. Manager Finance
Industry Financial Services
Experience
Charles Schwab March 2006 - Present
Live Nation Entertainment November 2001 - March 2006
Education
University of California, Santa Cruz 1996 — 2000
B.A., Economics
Charles Schwab March 2006 - Present
Live Nation Entertainment November 2001 - March 2006
Education
University of California, Santa Cruz 1996 — 2000
B.A., Economics
Jose Tagle III's Charles Schwab Experience October 2011 - Present
Job Relationship Specialist
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Morgan Keegan July 2007 - October 2011
AT&T Wireless July 1996 - November 2005
Skills
Series 7, Financial Services, Call Centers, Customer Service, Management
Education
University of Central Florida 1992 — 2005
B.A., Liberal Studies
Charles Schwab October 2011 - Present
Morgan Keegan July 2007 - October 2011
AT&T Wireless July 1996 - November 2005
Skills
Series 7, Financial Services, Call Centers, Customer Service, Management
Education
University of Central Florida 1992 — 2005
B.A., Liberal Studies
Erick Ibarra CFP®'s Charles Schwab Experience July 2011 - December 2013
Job Vice President Portland Branch Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Charles Schwab July 2011 - December 2013
Charles Schwab 2005 - July 2011
Morgan Stanley 2002 - 2005
UBS 1997 - 2002
Education
University of California, Santa Barbara 1996 — 2000
oak grove 1991 — 1995
Brandon Currie's Charles Schwab Experience October 2013 - Present
Job Product Manager ETFs & Index Funds at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Matthews International Capital Management April 2012 - October 2013
Russell Investments June 2011 - November 2011
Wurts & Associates March 2010 - June 2011
Reign Capital August 2009 - March 2010
Environmental Credit Corporation January 2006 - April 2006
Pacific Northwest National Laboratory June 2005 - September 2005
Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis
Education
University of San Francisco
MS, Finance
University of California, Santa Cruz
BA, Economics
Charles Schwab October 2013 - Present
Matthews International Capital Management April 2012 - October 2013
Russell Investments June 2011 - November 2011
Wurts & Associates March 2010 - June 2011
Reign Capital August 2009 - March 2010
Environmental Credit Corporation January 2006 - April 2006
Pacific Northwest National Laboratory June 2005 - September 2005
Skills
Capital Markets, Investments, Research, Market Research, Microsoft Excel, Portfolio Management, Financial Modeling, Equities, Equity Research, Asset Managment, Data Analysis, Financial Analysis, Valuation, Alternative Investments, Hedge Funds, Economics, ETFs, Index Funds, Asset Management, Analysis
Education
University of San Francisco
MS, Finance
University of California, Santa Cruz
BA, Economics
Jeff Ballin's Charles Schwab Experience July 1989 - April 2007
Job Portfolio Administrator at Meridian Investment Counsel
Industry Financial Services
Experience
Meridian Investment Counsel January 2015 - Present
Aspiriant July 2011 - February 2014
Goldstein Munger + Associates July 2007 - February 2011
Charles Schwab July 1989 - April 2007
Skills
Mutual Funds, Asset Allocation, Financial Services, Investment Operations, FINRA, Trading, Wealth
Education
University of California, Santa Barbara 1980 — 1984
B.A., Political Science, Business Economics
Meridian Investment Counsel January 2015 - Present
Aspiriant July 2011 - February 2014
Goldstein Munger + Associates July 2007 - February 2011
Charles Schwab July 1989 - April 2007
Skills
Mutual Funds, Asset Allocation, Financial Services, Investment Operations, FINRA, Trading, Wealth
Education
University of California, Santa Barbara 1980 — 1984
B.A., Political Science, Business Economics
Greg Gable's Charles Schwab Experience 2004 - Present
Job Senior Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Charles Schwab January 2000 - January 2004
Charles Schwab May 1997 - January 2000
Greg Gable Marketing Services February 1995 - May 1997
Age Wave November 1988 - February 1995
Global View Network 1987 - 1988
Porter Novelli 1983 - 1987
Skills
Public Relations, Market Research, Marketing, Reputation Management, Crisis Communications, Strategic Communications
Education
University of Pennsylvania 1981 — 1983
MA, Annenberg School of Communications
University of California, Santa Cruz 1975 — 1980
BA, American Studies
Charles Schwab 2004 - Present
Charles Schwab January 2000 - January 2004
Charles Schwab May 1997 - January 2000
Greg Gable Marketing Services February 1995 - May 1997
Age Wave November 1988 - February 1995
Global View Network 1987 - 1988
Porter Novelli 1983 - 1987
Skills
Public Relations, Market Research, Marketing, Reputation Management, Crisis Communications, Strategic Communications
Education
University of Pennsylvania 1981 — 1983
MA, Annenberg School of Communications
University of California, Santa Cruz 1975 — 1980
BA, American Studies
Erin Fredin's Charles Schwab Experience October 2007 - Present
Job Project Manager
Industry Marketing and Advertising
Experience
Charles Schwab October 2007 - Present
McCann Erickson SF 2006 - 2007
Alberto Culver (Nexxus Beauty Products) 2002 - 2006
Santa Barbara Magazine 2000 - 2002
Skills
Integrated Marketing, Digital Marketing, Email Marketing, Digital Strategy, Online Advertising, Advertising, Interactive Marketing, Creative Direction, Marketing Communications, Content Strategy, Direct Marketing, Direct Mail, Public Relations
Education
University of California, Santa Barbara 1996 — 2000
B.A., English
Charles Schwab October 2007 - Present
McCann Erickson SF 2006 - 2007
Alberto Culver (Nexxus Beauty Products) 2002 - 2006
Santa Barbara Magazine 2000 - 2002
Skills
Integrated Marketing, Digital Marketing, Email Marketing, Digital Strategy, Online Advertising, Advertising, Interactive Marketing, Creative Direction, Marketing Communications, Content Strategy, Direct Marketing, Direct Mail, Public Relations
Education
University of California, Santa Barbara 1996 — 2000
B.A., English
Lisa London's Charles Schwab Experience July 1992 - July 1996
Job Account Executive, Financial Services at J.D. Power
Industry Market Research
Experience
J.D. Power September 2014 - Present
Maritz Research October 2005 - August 2014
Clear Ink September 2000 - September 2001
SBC/Pacific Bell July 1996 - September 2000
Charles Schwab July 1992 - July 1996
Bank of America February 1990 - March 1992
Landor Associates February 1987 - June 1989
PacTel Cellular (aka. PacTel Mobile Access) July 1983 - February 1987
Skills
Research Design, Customer Experience, Sales, Customer Insight, Marketing Strategy, Account Management, Qualitative Research, Quantitative, Advertising Research, Segmentation, Advertising, Integrated Marketing, Market Research, Analytics, Strategy, New Business Development, Management, Marketing Research, Analysis
Education
University of California, Santa Barbara 1979 — 1983
Bachelor's degree, Sociology
University of California, Santa Barbara
Sociology
J.D. Power September 2014 - Present
Maritz Research October 2005 - August 2014
Clear Ink September 2000 - September 2001
SBC/Pacific Bell July 1996 - September 2000
Charles Schwab July 1992 - July 1996
Bank of America February 1990 - March 1992
Landor Associates February 1987 - June 1989
PacTel Cellular (aka. PacTel Mobile Access) July 1983 - February 1987
Skills
Research Design, Customer Experience, Sales, Customer Insight, Marketing Strategy, Account Management, Qualitative Research, Quantitative, Advertising Research, Segmentation, Advertising, Integrated Marketing, Market Research, Analytics, Strategy, New Business Development, Management, Marketing Research, Analysis
Education
University of California, Santa Barbara 1979 — 1983
Bachelor's degree, Sociology
University of California, Santa Barbara
Sociology
David Kekuna's Charles Schwab Experience January 2007 - March 2009
Job Manager, Corporate Procurement at Apple
Industry Computer Hardware
Experience
Apple March 2015 - Present
Epiphany Source-to-Pay LLC April 2009 - March 2014
Charles Schwab January 2007 - March 2009
Hitachi January 2006 - December 2006
Hitachi GST January 2003 - December 2006
IBM September 1998 - December 2002
IBM September 1997 - August 1998
Boeing September 1996 - August 1997
Boeing - McDonnell Douglas September 1995 - August 1996
Boeing - McDonnell Douglas September 1990 - August 1995
Skills
Process Improvement, Supply Chain Management, Strategic Sourcing, Procurement, Supply Chain, Contract Negotiations, Vendor Management, Cross-functional Team..., Supplier Management, Cost Reduction, Contract Negotiation, Purchasing, Negotiation, Outsourcing, Change Management, Team Building, Contract Management, Supply Management, Program Management, Leadership, Management, Strategy, New Business Development, Business Process..., Business Development, Sourcing, Start-ups, Business Strategy, Training, Management Consulting, Strategic Planning, Manufacturing, ERP, Team Leadership, Logistics, Spend Analysis, Organizational..., International Business, Account Management, Six Sigma, Operations Management, Global Sourcing, RFP, Forecasting, Business Planning, Mergers & Acquisitions, Financial Analysis, Finance, Executive Management, Proposal Writing
Education
University of Redlands 1995 — 1998
MBA, International Business
University of Cambridge 1998 — 1998
Economic & Political Studies
Apple March 2015 - Present
Epiphany Source-to-Pay LLC April 2009 - March 2014
Charles Schwab January 2007 - March 2009
Hitachi January 2006 - December 2006
Hitachi GST January 2003 - December 2006
IBM September 1998 - December 2002
IBM September 1997 - August 1998
Boeing September 1996 - August 1997
Boeing - McDonnell Douglas September 1995 - August 1996
Boeing - McDonnell Douglas September 1990 - August 1995
Skills
Process Improvement, Supply Chain Management, Strategic Sourcing, Procurement, Supply Chain, Contract Negotiations, Vendor Management, Cross-functional Team..., Supplier Management, Cost Reduction, Contract Negotiation, Purchasing, Negotiation, Outsourcing, Change Management, Team Building, Contract Management, Supply Management, Program Management, Leadership, Management, Strategy, New Business Development, Business Process..., Business Development, Sourcing, Start-ups, Business Strategy, Training, Management Consulting, Strategic Planning, Manufacturing, ERP, Team Leadership, Logistics, Spend Analysis, Organizational..., International Business, Account Management, Six Sigma, Operations Management, Global Sourcing, RFP, Forecasting, Business Planning, Mergers & Acquisitions, Financial Analysis, Finance, Executive Management, Proposal Writing
Education
University of Redlands 1995 — 1998
MBA, International Business
University of Cambridge 1998 — 1998
Economic & Political Studies
Andrew Hecht's Charles Schwab Experience January 2008 - December 2008
Job User Experience & Analytics Professional
Industry Internet
Experience
Andrew Hecht Design September 1996 - Present
Bio-Rad Laboratories September 2009 - March 2015
Oakland Yellowjackets 2009 - March 2015
Bio-Rad Laboratories September 2009 - May 2010
Bio-Rad Laboratories August 2009 - May 2010
Charles Schwab January 2008 - December 2008
Novartis 2004 - 2008
Chiron Corporation 2004 - 2006
Electronic Arts September 1998 - October 2001
CNN 1996 - 1998
Skills
CSS, HTML, Photoshop, InDesign, Illustrator, Presenter, MovableType, Information Architecture, User Experience, Project Management, Content Management, Social Media, Usability Testing, User Research, SEO, SEO Audits, Axure, Usability, Analytics, Search Analytics, User Centered Analysis, Internal Search, Web Content Management, Business Analysis, WordPress, Wireframes, Strategy, Web Design, Digital Strategy, Start-ups, Content Development, Web Analytics, User Interface Design, User Interface, Interaction Design
Education
University of California, Santa Cruz 1988 — 1996
Literature, Classics
University of Melbourne 1993 — 1993
Classics
Brentwood 1988 — 1988
High School Diploma
Andrew Hecht Design September 1996 - Present
Bio-Rad Laboratories September 2009 - March 2015
Oakland Yellowjackets 2009 - March 2015
Bio-Rad Laboratories September 2009 - May 2010
Bio-Rad Laboratories August 2009 - May 2010
Charles Schwab January 2008 - December 2008
Novartis 2004 - 2008
Chiron Corporation 2004 - 2006
Electronic Arts September 1998 - October 2001
CNN 1996 - 1998
Skills
CSS, HTML, Photoshop, InDesign, Illustrator, Presenter, MovableType, Information Architecture, User Experience, Project Management, Content Management, Social Media, Usability Testing, User Research, SEO, SEO Audits, Axure, Usability, Analytics, Search Analytics, User Centered Analysis, Internal Search, Web Content Management, Business Analysis, WordPress, Wireframes, Strategy, Web Design, Digital Strategy, Start-ups, Content Development, Web Analytics, User Interface Design, User Interface, Interaction Design
Education
University of California, Santa Cruz 1988 — 1996
Literature, Classics
University of Melbourne 1993 — 1993
Classics
Brentwood 1988 — 1988
High School Diploma
Brandi Fisher's Charles Schwab Experience 2000 - 2001
Job Compliance Service Team LeaderEdward Jones
Industry Financial Services
Experience
Edward Jones October 2013 - Present
Edward Jones December 2002 - October 2013
Charles Schwab 2000 - 2001
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1999
Education
Webster University 2001 — 2003
MBA
University of Central Florida 1995 — 1997
Edward Jones October 2013 - Present
Edward Jones December 2002 - October 2013
Charles Schwab 2000 - 2001
Charles Schwab 1998 - 2000
Charles Schwab 1997 - 1999
Education
Webster University 2001 — 2003
MBA
University of Central Florida 1995 — 1997
Kunal Gandhi's Charles Schwab Experience 2006 - 2008
Job Engineering at Xtime
Industry Computer Software
Experience
Xtime March 2015 - Present
CoreLogic Dorado April 2010 - March 2015
Information Technology October 2008 - April 2010
Wipro Technologies January 2006 - September 2008
Charles Schwab 2006 - 2008
AmSoft Systems 2003 - 2006
University of Illinois at Chicago 1999 - 2002
Skills
Software Development, Agile Methodologies, Java Enterprise Edition, .NET, Hibernate, J2EE, Subversion, Software Engineering, Product Development, Computer Science, Web Services, Linux, Oracle, Java, MongoDB, JIRA, SDLC, Software Design, Requirements Analysis
Education
University of Illinois at Chicago 1999 — 2002
Master of Science (MS), Computer Science
Laxminarayan Institute of Technology, Nagpur University 1995 — 1999
Bachelor of Technology (B. Tech), Chemical Technology
APJ Faridabad 1987 — 1995
High School, Science and Math
Apeejay School 1987 — 1995
High School
St. Joseph's Convent School Faridabad 1982 — 1987
Primary School
University of California, Santa Cruz
Kernel Programming
Xtime March 2015 - Present
CoreLogic Dorado April 2010 - March 2015
Information Technology October 2008 - April 2010
Wipro Technologies January 2006 - September 2008
Charles Schwab 2006 - 2008
AmSoft Systems 2003 - 2006
University of Illinois at Chicago 1999 - 2002
Skills
Software Development, Agile Methodologies, Java Enterprise Edition, .NET, Hibernate, J2EE, Subversion, Software Engineering, Product Development, Computer Science, Web Services, Linux, Oracle, Java, MongoDB, JIRA, SDLC, Software Design, Requirements Analysis
Education
University of Illinois at Chicago 1999 — 2002
Master of Science (MS), Computer Science
Laxminarayan Institute of Technology, Nagpur University 1995 — 1999
Bachelor of Technology (B. Tech), Chemical Technology
APJ Faridabad 1987 — 1995
High School, Science and Math
Apeejay School 1987 — 1995
High School
St. Joseph's Convent School Faridabad 1982 — 1987
Primary School
University of California, Santa Cruz
Kernel Programming
Dawn Jackson's Charles Schwab Experience 2003 - 2008
Job Owner and Principal at DJ Freyman Communications
Industry Public Relations and Communications
Experience
DJ Freyman Communications January 2010 - Present
ACLU of Northern California February 2010 - May 2010
Charles Schwab 2003 - 2008
Skills
Internal Communications, Speech Writing, Media Relations, Business Development, Strategic Communications, Leadership, Advertising, Strategic Consulting, New Business Development, Program Management, Public Relations, Proposal Writing, Strategy, Crisis Communications, Content Strategy, Thought Leadership, Message Development, Content Development, Communication Training, Brand Development
Education
University of California, Santa Barbara 1988 — 1992
Bachelors Degree, Modern History
DJ Freyman Communications January 2010 - Present
ACLU of Northern California February 2010 - May 2010
Charles Schwab 2003 - 2008
Skills
Internal Communications, Speech Writing, Media Relations, Business Development, Strategic Communications, Leadership, Advertising, Strategic Consulting, New Business Development, Program Management, Public Relations, Proposal Writing, Strategy, Crisis Communications, Content Strategy, Thought Leadership, Message Development, Content Development, Communication Training, Brand Development
Education
University of California, Santa Barbara 1988 — 1992
Bachelors Degree, Modern History
Nick Bonk's Charles Schwab Experience August 2015 - Present
Job Resource Manager
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2015
Charles Schwab March 2011 - June 2014
CuraScript December 2005 - June 2008
CuraScript, Inc. An Express Scripts Co. 2005 - 2008
Skills
Sales, Series 7, Portfolio Management, Leadership Development, Account Management
Education
University of Central Florida 2002 — 2004
BSBA, Finance and Marketing
University of Central Florida - College of Business Administration 2002 — 2004
Finance & Marketing
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2015
Charles Schwab March 2011 - June 2014
CuraScript December 2005 - June 2008
CuraScript, Inc. An Express Scripts Co. 2005 - 2008
Skills
Sales, Series 7, Portfolio Management, Leadership Development, Account Management
Education
University of Central Florida 2002 — 2004
BSBA, Finance and Marketing
University of Central Florida - College of Business Administration 2002 — 2004
Finance & Marketing
Paul Mannion, CFP®'s Charles Schwab Experience March 2006 - August 2007
Job Associate Advisor at Walpole Financial Advisors
Industry Financial Services
Experience
Walpole Financial Advisors December 2013 - Present
Mercer Advisors June 2011 - January 2013
AppleOne July 2009 - June 2011
Retirement Strategies and Investments December 2008 - June 2009
Charles Schwab March 2006 - August 2007
Skills
Mutual Funds, Asset Allocation, Series 65, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Finance, Relationship Management, Asset Management, Investment Strategies, Financial Advisory, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts (BA), Economics
Walpole Financial Advisors December 2013 - Present
Mercer Advisors June 2011 - January 2013
AppleOne July 2009 - June 2011
Retirement Strategies and Investments December 2008 - June 2009
Charles Schwab March 2006 - August 2007
Skills
Mutual Funds, Asset Allocation, Series 65, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Finance, Relationship Management, Asset Management, Investment Strategies, Financial Advisory, Portfolio Management
Education
University of California, Santa Barbara 1998 — 2001
Bachelor of Arts (BA), Economics
Jane Qin's Charles Schwab Experience December 2012 - Present
Job Index Equity Portfolio Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
BNY Mellon September 2010 - January 2013
BNY Mellon October 2008 - September 2010
Wells Fargo Fund Management July 2008 - September 2008
CIGNA October 2006 - July 2008
Skills
Actuarial Science, Financial Risk, Risk Management, Reinsurance, Financial Analysis, Portfolio Management, Performance Measurement, Portfolio Performance..., Equity Trading, Performance Attribution, Equity Indices, Equity Derivatives, Financial Markets, Corporate Finance
Education
University of Nebraska-Lincoln 2002 — 2003
Master's degree, Physics and Mathematics
University of Cape Town 1997 — 2000
Bachelor of Science (B.S.), Physics
Charles Schwab December 2012 - Present
BNY Mellon September 2010 - January 2013
BNY Mellon October 2008 - September 2010
Wells Fargo Fund Management July 2008 - September 2008
CIGNA October 2006 - July 2008
Skills
Actuarial Science, Financial Risk, Risk Management, Reinsurance, Financial Analysis, Portfolio Management, Performance Measurement, Portfolio Performance..., Equity Trading, Performance Attribution, Equity Indices, Equity Derivatives, Financial Markets, Corporate Finance
Education
University of Nebraska-Lincoln 2002 — 2003
Master's degree, Physics and Mathematics
University of Cape Town 1997 — 2000
Bachelor of Science (B.S.), Physics
Jonna Stratton's Charles Schwab Experience 1996 - 2008
Job Retired at Self Employed
Industry Facilities Services
Experience
Self Employed January 2010 - Present
Independent Contractor 2009 - 2010
Independent Contractor 2008 - 2008
Charles Schwab 1996 - 2008
Adesso Corporation 1995 - 1996
Marin General Hospital 1993 - 1995
SMS (Shared Medical Systems) 1990 - 1993
Kaiser Permanente 1985 - 1990
Education
University of California, Santa Barbara 1979 — 1980
MA, MSW, Clinical psychology, health care administraiton
Self Employed January 2010 - Present
Independent Contractor 2009 - 2010
Independent Contractor 2008 - 2008
Charles Schwab 1996 - 2008
Adesso Corporation 1995 - 1996
Marin General Hospital 1993 - 1995
SMS (Shared Medical Systems) 1990 - 1993
Kaiser Permanente 1985 - 1990
Education
University of California, Santa Barbara 1979 — 1980
MA, MSW, Clinical psychology, health care administraiton
Nancy Kleinfeld's Charles Schwab Experience March 1986 - December 1993
Job Tech Rep at Charles Schwab & Co., Inc.
Industry Investment Management
Experience
Schwab Institutional January 2003 - Present
Schwab Institutional June 1995 - December 2002
Schwab Institutional January 1994 - June 1995
Charles Schwab March 1986 - December 1993
Charles Schwab February 1985 - March 1986
Charles Schwab December 1980 - February 1985
Skills
Equities, Asset Management, Portfolio Management, Business Analysis, Social Media, Trading, Financial Services, Management, Investments, Fixed Income, Business Development, Analysis, Risk Management, Financial Analysis, Alternative Investments, Business Strategy
Education
University of California, Santa Cruz 1977 — 1980
BA, Sociology
Culver City High School 1972 — 1975
Schwab Institutional January 2003 - Present
Schwab Institutional June 1995 - December 2002
Schwab Institutional January 1994 - June 1995
Charles Schwab March 1986 - December 1993
Charles Schwab February 1985 - March 1986
Charles Schwab December 1980 - February 1985
Skills
Equities, Asset Management, Portfolio Management, Business Analysis, Social Media, Trading, Financial Services, Management, Investments, Fixed Income, Business Development, Analysis, Risk Management, Financial Analysis, Alternative Investments, Business Strategy
Education
University of California, Santa Cruz 1977 — 1980
BA, Sociology
Culver City High School 1972 — 1975
Meghan Shannon's Charles Schwab Experience 1999 - 2004
Job Project Coordinator/Business Analyst
Industry Health, Wellness and Fitness
Experience
ClubSport 2008 - 2013
Charles Schwab 1999 - 2004
Pacific Gas and Electric Company 1998 - 1999
Mediatel 1997 - 1998
Skills
Microsoft Office, Vendor Management, Customer Service, Project Management, Process Improvement, Remedy AR System, Help Desk Support, Project Coordination, Software Implementation, Crystal Reports, Fast Learner, Eager to learn new..., Personal Training
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Environmental Studies
ClubSport 2008 - 2013
Charles Schwab 1999 - 2004
Pacific Gas and Electric Company 1998 - 1999
Mediatel 1997 - 1998
Skills
Microsoft Office, Vendor Management, Customer Service, Project Management, Process Improvement, Remedy AR System, Help Desk Support, Project Coordination, Software Implementation, Crystal Reports, Fast Learner, Eager to learn new..., Personal Training
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Environmental Studies
Scott Kleinbaum, CFP®'s Charles Schwab Experience 2007 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
University of California, Santa Barbara 1997 — 2001
Charles Schwab 2007 - Present
Morgan Stanley July 2005 - November 2007
Education
University of California, Santa Barbara 1997 — 2001
Todd Addison's Charles Schwab Experience May 2007 - 2008
Job Vice President Derivatives Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
BNY January 2011 - April 2013
Bank of New York Convergex 2008 - 2011
Charles Schwab May 2007 - 2008
Skills
Account Reconciliation, Settlement, Equities, Series 7, Series 63, Fixed Income, Team Building, Options, Electronic Trading, Equity Derivatives, Trading, Securities Lending, Back Office, Prime Brokerage, Hedge Funds, Portfolio Management, Risk Management, Derivatives, Series 24, Middle Office, FX Options, Asset Management
Education
University of Central Florida
BSBA, Finance
BNY Mellon July 2013 - Present
BNY January 2011 - April 2013
Bank of New York Convergex 2008 - 2011
Charles Schwab May 2007 - 2008
Skills
Account Reconciliation, Settlement, Equities, Series 7, Series 63, Fixed Income, Team Building, Options, Electronic Trading, Equity Derivatives, Trading, Securities Lending, Back Office, Prime Brokerage, Hedge Funds, Portfolio Management, Risk Management, Derivatives, Series 24, Middle Office, FX Options, Asset Management
Education
University of Central Florida
BSBA, Finance
Karen Schwarzbach, CWP, CSC's Charles Schwab Experience October 1992 - August 1995
Job Health Improvement Strategist at Cigna Heath
Industry Health, Wellness and Fitness
Experience
Cigna August 2015 - Present
DoubleTalk, LLC September 2001 - July 2015
Kaiser Permanente June 2011 - June 2015
ConnectWell August 2012 - March 2013
John Muir Health March 1997 - November 2008
Charles Schwab October 1992 - August 1995
MCI Telecommunications June 1990 - September 1992
MCI Telecommunications May 1988 - May 1990
Skills
Public Speaking, Marketing Communications, Integrated Marketing, Coaching, Budgets, Wellness, Speech Writing, Mental Health, Sales Plan, Business Development, Student Affairs, Direct Response, Healthcare, Program Management, Public Relations, Workshop Facilitation, Management, Training, Strategy, Strategic Planning, Consulting, Marketing, Event Planning, Leadership, Sales, Social Media, Nonprofits, Leadership Development, Project Management, Fundraising, Team Building, Marketing Strategy, Program Development, Writing, Mentoring, Community Outreach, Social Networking, Executive Management
Education
University of California, Santa Barbara
BA, Communications
Lick Wilmerding
Cigna August 2015 - Present
DoubleTalk, LLC September 2001 - July 2015
Kaiser Permanente June 2011 - June 2015
ConnectWell August 2012 - March 2013
John Muir Health March 1997 - November 2008
Charles Schwab October 1992 - August 1995
MCI Telecommunications June 1990 - September 1992
MCI Telecommunications May 1988 - May 1990
Skills
Public Speaking, Marketing Communications, Integrated Marketing, Coaching, Budgets, Wellness, Speech Writing, Mental Health, Sales Plan, Business Development, Student Affairs, Direct Response, Healthcare, Program Management, Public Relations, Workshop Facilitation, Management, Training, Strategy, Strategic Planning, Consulting, Marketing, Event Planning, Leadership, Sales, Social Media, Nonprofits, Leadership Development, Project Management, Fundraising, Team Building, Marketing Strategy, Program Development, Writing, Mentoring, Community Outreach, Social Networking, Executive Management
Education
University of California, Santa Barbara
BA, Communications
Lick Wilmerding
Cissie Carpenter's Charles Schwab Experience January 1996 - Present
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1996 - Present
Education
University of Central Florida
Bachelor of Arts, Organizational Communication
Charles Schwab January 1996 - Present
Education
University of Central Florida
Bachelor of Arts, Organizational Communication
Jean Paryl's Charles Schwab Experience November 2001 - Present
Job V.P. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2001 - Present
Skills
Series 7, Series 63, Wealth Management, Financial Services, Asset Allocation, Mutual Funds, Asset Management, Retirement Planning, Portfolio Management, Investments
Education
University of Central Florida
Bachelor of Science
Charles Schwab November 2001 - Present
Skills
Series 7, Series 63, Wealth Management, Financial Services, Asset Allocation, Mutual Funds, Asset Management, Retirement Planning, Portfolio Management, Investments
Education
University of Central Florida
Bachelor of Science
Demet Dalkiran Roberts, CFA's Charles Schwab Experience March 1999 - January 2000
Job Securitization Manager at Wyndham Worldwide
Industry Leisure, Travel & Tourism
Experience
Wyndham Worldwide May 2006 - Present
Sears Home Improvement Products February 2005 - May 2006
University of Central Florida August 2001 - September 2004
Morgan Stanley June 2000 - April 2001
Charles Schwab March 1999 - January 2000
Walt Disney World May 1998 - March 1999
Skills
Securitization, Structured Finance, ABS, Financial Modeling, Financial Reporting, Investments, Teaching, Investor Relations, Portfolio Management, Due Diligence, Mergers, Team Building, Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Finance, Management, Analysis, Leadership, Corporate Finance, Valuation, Process Improvement
Education
University of Central Florida - College of Business Administration 1997 — 1998
Master of Business Administration (M.B.A.), Specialization in Finance
University of Central Florida 1994 — 1996
Bachelor's Degree, Business Administration and Management, General
Wyndham Worldwide May 2006 - Present
Sears Home Improvement Products February 2005 - May 2006
University of Central Florida August 2001 - September 2004
Morgan Stanley June 2000 - April 2001
Charles Schwab March 1999 - January 2000
Walt Disney World May 1998 - March 1999
Skills
Securitization, Structured Finance, ABS, Financial Modeling, Financial Reporting, Investments, Teaching, Investor Relations, Portfolio Management, Due Diligence, Mergers, Team Building, Mergers & Acquisitions, Forecasting, Financial Analysis, Budgets, Finance, Management, Analysis, Leadership, Corporate Finance, Valuation, Process Improvement
Education
University of Central Florida - College of Business Administration 1997 — 1998
Master of Business Administration (M.B.A.), Specialization in Finance
University of Central Florida 1994 — 1996
Bachelor's Degree, Business Administration and Management, General
Kendra Hartnett's Charles Schwab Experience Managing Director, Business Trust AdminstrationCharles Schwab BankMarch 2012 - Present
Job Managing Director, Business Trust Adminstration at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Managing Director, Business Trust AdminstrationCharles Schwab BankMarch 2012 - Present
Skills
Securities, Risk Management, Retirement, Hedge Funds, Investments, Banking, Financial Services, Portfolio Management, Wealth Management, Series 7, Derivatives, Mutual Funds, Asset Management, Due Diligence
Education
University of California, Santa Cruz
BA
Charles Schwab Managing Director, Business Trust AdminstrationCharles Schwab BankMarch 2012 - Present
Skills
Securities, Risk Management, Retirement, Hedge Funds, Investments, Banking, Financial Services, Portfolio Management, Wealth Management, Series 7, Derivatives, Mutual Funds, Asset Management, Due Diligence
Education
University of California, Santa Cruz
BA
Karin Fisher's Charles Schwab Experience January 1996 - December 2002
Job Doctoral Student at University of Central Florida
Industry Education Management
Experience
University of Central Florida August 2013 - Present
Seminole County Public Schools December 2005 - June 2013
Charles Schwab January 1996 - December 2002
First National Bank of Central Florida September 1992 - March 1995
Harpers Tavern January 1990 - September 1992
Skills
Classroom Management, Gifted Education, Secondary Education, Social Networking, Volunteering, Special Education, Autism Spectrum..., Robotics, Classroom, Staff Development, Curriculum Development, Curriculum Design, Project Management, Stock Market, Grant Writing, Presentations, Teaching, Organizational..., Asperger's, Behavior Modification, Collaboration, Fundraising, Learning Disabilities, Educational Leadership, Educational Technology, Teacher Training, Instructional Design, Higher Education, Community Outreach, Program Development, K-12, Differentiated..., Literacy, Instructional Technology, Volunteer Management, Behavior Management, Nonprofits, Technology Integration, Grants, Educational Assessment, Developmental..., Event Planning, Research, Editing
Education
University of Central Florida 2013 — 2016
Doctor of Philosophy (Ph.D.), Special Education and Teaching
University of Central Florida 2003 — 2005
Master of Arts (M.A.), Special Education and Teaching
UCF 1990 — 1992
Bachelor of Science (BS), Business Administration
SCC 1988 — 1990
Associate of Arts (A.A.)
University of Central Florida August 2013 - Present
Seminole County Public Schools December 2005 - June 2013
Charles Schwab January 1996 - December 2002
First National Bank of Central Florida September 1992 - March 1995
Harpers Tavern January 1990 - September 1992
Skills
Classroom Management, Gifted Education, Secondary Education, Social Networking, Volunteering, Special Education, Autism Spectrum..., Robotics, Classroom, Staff Development, Curriculum Development, Curriculum Design, Project Management, Stock Market, Grant Writing, Presentations, Teaching, Organizational..., Asperger's, Behavior Modification, Collaboration, Fundraising, Learning Disabilities, Educational Leadership, Educational Technology, Teacher Training, Instructional Design, Higher Education, Community Outreach, Program Development, K-12, Differentiated..., Literacy, Instructional Technology, Volunteer Management, Behavior Management, Nonprofits, Technology Integration, Grants, Educational Assessment, Developmental..., Event Planning, Research, Editing
Education
University of Central Florida 2013 — 2016
Doctor of Philosophy (Ph.D.), Special Education and Teaching
University of Central Florida 2003 — 2005
Master of Arts (M.A.), Special Education and Teaching
UCF 1990 — 1992
Bachelor of Science (BS), Business Administration
SCC 1988 — 1990
Associate of Arts (A.A.)
Mark Poggioli's Charles Schwab Experience June 2010 - Present
Job Hotline Specialist: Client Reporting and Securities Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2010 - Present
Charles Schwab June 2008 - May 2010
Charles Schwab 1999 - 2002
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Equities, Wealth Management, Financial Services, Banking, Client Services, Asset Management, Securities
Education
University of Cambridge 1974 — 1979
English Literature: BA and MA, English Literature from the year 1300 to the present day
City of London School, London England 1971 — 1973
A level pass English, French and History, English Language and Literature/Letters, History and French
Charles Schwab June 2010 - Present
Charles Schwab June 2008 - May 2010
Charles Schwab 1999 - 2002
Skills
Series 7, Retirement Planning, Mutual Funds, Series 63, Equities, Wealth Management, Financial Services, Banking, Client Services, Asset Management, Securities
Education
University of Cambridge 1974 — 1979
English Literature: BA and MA, English Literature from the year 1300 to the present day
City of London School, London England 1971 — 1973
A level pass English, French and History, English Language and Literature/Letters, History and French
Ed Connelly's Charles Schwab Experience December 2004 - September 2009
Job Claims Representative at Travelers
Industry Insurance
Experience
Travelers November 2012 - Present
Charles Schwab December 2004 - September 2009
Charles Schwab & Co. April 2000 - December 2004
Charles Schwab & Co. November 1995 - April 2000
Charles Schwab & Co. August 1993 - November 1995
Skills
Customer Relations, Client Experience, Series 7, Retirement Services, Bank Operations, Mutual Funds, Series 63, Managed Accounts, USA PATRIOT Act, Call Center, Corporate Actions, Securities, Performance Reporting, Compliance, Investment Operations, Inbound, Risk Management, Operations Management, Outstanding Customer..., Banking, Customer Service, Call Centers, Leadership, Training, Relationship Management, Performance Management
Education
University of Central Florida
B.A., Political Science
University of Central Florida
Travelers November 2012 - Present
Charles Schwab December 2004 - September 2009
Charles Schwab & Co. April 2000 - December 2004
Charles Schwab & Co. November 1995 - April 2000
Charles Schwab & Co. August 1993 - November 1995
Skills
Customer Relations, Client Experience, Series 7, Retirement Services, Bank Operations, Mutual Funds, Series 63, Managed Accounts, USA PATRIOT Act, Call Center, Corporate Actions, Securities, Performance Reporting, Compliance, Investment Operations, Inbound, Risk Management, Operations Management, Outstanding Customer..., Banking, Customer Service, Call Centers, Leadership, Training, Relationship Management, Performance Management
Education
University of Central Florida
B.A., Political Science
University of Central Florida
Chris Armas's Charles Schwab Experience December 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Nordstrom September 2011 - December 2014
Aramark Uniform Services September 2010 - July 2011
New York Times Regional News Group March 2005 - September 2010
Education
University of Central Florida 2001 — 2004
Bachelors, Communications & Marketing
Charles Schwab December 2014 - Present
Nordstrom September 2011 - December 2014
Aramark Uniform Services September 2010 - July 2011
New York Times Regional News Group March 2005 - September 2010
Education
University of Central Florida 2001 — 2004
Bachelors, Communications & Marketing
Tim Downs's Charles Schwab Experience February 1993 - September 2009
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Wells Fargo June 2010 - December 2013
Charles Schwab February 1993 - September 2009
Skills
CRM, Mutual Funds, Data Analysis, Securities, Risk Management, Banking, Project Management, Finance, Financial Services, Process Improvement, Analytics, Competitive Analysis, Requirements Gathering, Business Analysis
Education
University of California, Santa Barbara 1989 — 1992
BA, Communication
Wells Fargo September 2014 - Present
Wells Fargo June 2010 - December 2013
Charles Schwab February 1993 - September 2009
Skills
CRM, Mutual Funds, Data Analysis, Securities, Risk Management, Banking, Project Management, Finance, Financial Services, Process Improvement, Analytics, Competitive Analysis, Requirements Gathering, Business Analysis
Education
University of California, Santa Barbara 1989 — 1992
BA, Communication
Leslie Yi's Charles Schwab Experience March 2004 - October 2004
Job VP, Regulatory Reporting at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Wells Fargo July 2014 - Present
Bank of the West January 2013 - July 2014
Charles Schwab Bank May 2010 - December 2012
Charles Schwab Bank October 2004 - May 2010
Charles Schwab March 2004 - October 2004
Charles Schwab October 2000 - March 2004
The Matsco Companies October 1998 - September 2000
Skills
Banking, Accounting, Finance, Financial Analysis, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Loans, GAAP, Account Reconciliation, Financial Accounting, Process Improvement, US GAAP, General Ledger, PeopleSoft, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Management, Financial Modeling
Education
University of California, Santa Barbara 1994 — 1998
B.A
Joseph Cato's Charles Schwab Experience 1997 - 2002
Job Senior Investigator at Grange Mutual Casualty Company
Industry Financial Services
Experience
Grange Mutual Casualty Company 2007 - Present
Safeco Insurance 2004 - 2007
Safeco 2002 - 2004
Charles Schwab 1997 - 2002
Skills
Claim, Subrogation, Fraud, Liability, Insurance, Workers Compensation, Internal Investigations, Private Investigations, Claims Management, Liability Analysis, Legal Liability, Investigation
Education
University of Central Florida
Grange Mutual Casualty Company 2007 - Present
Safeco Insurance 2004 - 2007
Safeco 2002 - 2004
Charles Schwab 1997 - 2002
Skills
Claim, Subrogation, Fraud, Liability, Insurance, Workers Compensation, Internal Investigations, Private Investigations, Claims Management, Liability Analysis, Legal Liability, Investigation
Education
University of Central Florida
Amy Villasenor's Charles Schwab Experience January 2000 - November 2000
Job Sales Associate at Melange
Industry Consumer Services
Experience
Melange August 2013 - Present
Salomon Smith Barney June 2003 - November 2003
Salomon Smith Barney March 2001 - May 2003
Charles Schwab January 2000 - November 2000
Charles Schwab January 1999 - January 2000
Skills
Customer Service, 10 Key, Typing, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Outlook, Event Planning, Retail, Social Networking, English, Data Entry, Teamwork, Strategic Planning
Education
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Music
Melange August 2013 - Present
Salomon Smith Barney June 2003 - November 2003
Salomon Smith Barney March 2001 - May 2003
Charles Schwab January 2000 - November 2000
Charles Schwab January 1999 - January 2000
Skills
Customer Service, 10 Key, Typing, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Outlook, Event Planning, Retail, Social Networking, English, Data Entry, Teamwork, Strategic Planning
Education
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Music
Greg Hand's Charles Schwab Experience September 1999 - April 2013
Job Vice President, Internal Audit at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
Charles Schwab September 1999 - April 2013
Fremont Investment Advisors, Inc. August 1992 - September 1999
American Century Investments March 1985 - July 1992
Skills
Mutual Funds, Investment Management, ETFs, CRM, Financial Reporting, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Asset Management, Finance, Accounting, Auditing, Risk Management, Financial Services
Education
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts (BA), Business Economics, emphasis in Accounting
BlackRock April 2013 - Present
Charles Schwab September 1999 - April 2013
Fremont Investment Advisors, Inc. August 1992 - September 1999
American Century Investments March 1985 - July 1992
Skills
Mutual Funds, Investment Management, ETFs, CRM, Financial Reporting, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Asset Management, Finance, Accounting, Auditing, Risk Management, Financial Services
Education
University of California, Santa Barbara 1979 — 1983
Bachelor of Arts (BA), Business Economics, emphasis in Accounting
Edward Hsueh's Charles Schwab Experience April 2007 - May 2008
Job Product Administrator at Classic Vacations
Industry Leisure, Travel & Tourism
Experience
Classic Vacations 2009 - Present
Charles Schwab April 2007 - May 2008
Skills
Tourism, Management, Event Planning, Leisure, Sales, Customer Service
Education
University of California, Santa Cruz 2004 — 2006
BA, Sociology
Classic Vacations 2009 - Present
Charles Schwab April 2007 - May 2008
Skills
Tourism, Management, Event Planning, Leisure, Sales, Customer Service
Education
University of California, Santa Cruz 2004 — 2006
BA, Sociology
Charles Soulis's Charles Schwab Experience June 2003 - Present
Job SVP Market & Investment Risk at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2003 - Present
Skills
Portfolio Management, Financial Services, Risk Management, Investments, Financial Modeling, Financial Analysis, Finance, Banking, Equities, Financial Risk
Education
UC Santa Barbara
BA, Political Science
University of Chicago
M.S., Financial Mathematics
Charles Schwab June 2003 - Present
Skills
Portfolio Management, Financial Services, Risk Management, Investments, Financial Modeling, Financial Analysis, Finance, Banking, Equities, Financial Risk
Education
UC Santa Barbara
BA, Political Science
University of Chicago
M.S., Financial Mathematics
Heather Sacco's Charles Schwab Experience March 1990 - February 2001
Job Web Administrator at Rabobank
Industry Internet
Experience
Rabobank N.A. September 2013 - Present
Go Ask Your Mother Software April 2010 - Present
Breyta (formerly KRS Consulting) December 2012 - May 2013
Jackson Elementary School/Rescue Union School District January 2004 - May 2013
Charles Schwab March 1990 - February 2001
Gap Inc. January 1989 - March 1990
Skills
Business Analysis, User Experience, Web Development, Self-starter, Web Standards, HTML 5, Cross-browser..., Joomla, XHTML, LAMP, CSS3, Email Marketing, Web Project Management, Web Design, Project Management, Entrepreneurship, Simplifying the Complex, Information Architecture, User Interface Design, CSS, Digital Strategy, CMS, Rapid Prototyping, Iterative Design, Large Scale Deployments, End User Training, Technical Documentation, Templating, SQL, Adobe Acrobat, Microsoft Office, FrontPage, Collaboration Solutions
Education
University of California, Santa Barbara 1984 — 1987
Bachelor of Arts (B.A.), Cultural Anthropology (graduated with High Honors), Education
Rabobank N.A. September 2013 - Present
Go Ask Your Mother Software April 2010 - Present
Breyta (formerly KRS Consulting) December 2012 - May 2013
Jackson Elementary School/Rescue Union School District January 2004 - May 2013
Charles Schwab March 1990 - February 2001
Gap Inc. January 1989 - March 1990
Skills
Business Analysis, User Experience, Web Development, Self-starter, Web Standards, HTML 5, Cross-browser..., Joomla, XHTML, LAMP, CSS3, Email Marketing, Web Project Management, Web Design, Project Management, Entrepreneurship, Simplifying the Complex, Information Architecture, User Interface Design, CSS, Digital Strategy, CMS, Rapid Prototyping, Iterative Design, Large Scale Deployments, End User Training, Technical Documentation, Templating, SQL, Adobe Acrobat, Microsoft Office, FrontPage, Collaboration Solutions
Education
University of California, Santa Barbara 1984 — 1987
Bachelor of Arts (B.A.), Cultural Anthropology (graduated with High Honors), Education
Darrick Yong's Charles Schwab Experience July 2012 - December 2013
Job Compliance Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
Wells Capital Management December 2013 - Present
Charles Schwab July 2012 - December 2013
Clean Power Finance February 2012 - July 2012
Morgan Stanley Smith Barney May 2009 - July 2011
BlackRock Inc June 2010 - September 2010
Skills
Mutual Funds, Fixed Income, Equities, Investments, ETFs, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Portfolio Management, Bonds, Options, Financial Advisory
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts, Business Management Economics
Courtney Meloche's Charles Schwab Experience May 2015 - Present
Job at
Industry Banking
Experience
Charles Schwab May 2015 - Present
Peoples National Bank November 2014 - Present
BMO Harris Bank November 2008 - August 2014
Hot Bodies Tanning USA December 2005 - November 2008
All Pro Commercial Cleaning January 2003 - December 2005
Skills
Small Business Lending, Loans, Banking, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Cross Selling, Loan Origination, Mortgage Banking
Education
Oviedo High School
University of Central Florida
Charles Schwab May 2015 - Present
Peoples National Bank November 2014 - Present
BMO Harris Bank November 2008 - August 2014
Hot Bodies Tanning USA December 2005 - November 2008
All Pro Commercial Cleaning January 2003 - December 2005
Skills
Small Business Lending, Loans, Banking, Commercial Banking, Credit, Consumer Lending, Commercial Lending, Retail Banking, Credit Analysis, Mortgage Lending, Lines Of Credit, Cross Selling, Loan Origination, Mortgage Banking
Education
Oviedo High School
University of Central Florida
Courtney Burrill's Charles Schwab Experience April 2015 - Present
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Main Street Hub September 2014 - February 2015
Opes Advisors March 2014 - July 2014
Opes Advisors December 2012 - March 2014
Neiman Marcus January 2012 - December 2012
Nordstrom November 2009 - January 2012
Skills
Retail, Sales, Management, Fashion, Marketing
Education
University of California, Santa Barbara 2006 — 2010
BA, Sociology
Charles Schwab April 2015 - Present
Main Street Hub September 2014 - February 2015
Opes Advisors March 2014 - July 2014
Opes Advisors December 2012 - March 2014
Neiman Marcus January 2012 - December 2012
Nordstrom November 2009 - January 2012
Skills
Retail, Sales, Management, Fashion, Marketing
Education
University of California, Santa Barbara 2006 — 2010
BA, Sociology
Anya G's Charles Schwab Experience July 2006 - May 2009
Job Sr LTE Project Coordinator
Industry Telecommunications
Experience
Nsoro 2009 - Present
Charles Schwab July 2006 - May 2009
Aon Hewitt August 2003 - May 2006
Skills
Accounting, Vendor Management, Employee Relations, Process Improvement, Lotus Notes, Vendor Relations, Outlook, Compliance, PeopleSoft, Health, Administration, Call Center, Documentation, Excel, Data Analysis, Vendor, Coordination, Mentoring, Performance Management, Customer Relations, Payroll, Contract Negotiation, PowerPoint, Word, Analysis, Planning, Customer Service, Financial Analysis, Data Entry, Microsoft Office, Negotiation, Benefits Administration, Financial Planning, Research, Budgeting, Windows, Project Management
Education
University of Central Florida
B.A.B.A.
Nsoro 2009 - Present
Charles Schwab July 2006 - May 2009
Aon Hewitt August 2003 - May 2006
Skills
Accounting, Vendor Management, Employee Relations, Process Improvement, Lotus Notes, Vendor Relations, Outlook, Compliance, PeopleSoft, Health, Administration, Call Center, Documentation, Excel, Data Analysis, Vendor, Coordination, Mentoring, Performance Management, Customer Relations, Payroll, Contract Negotiation, PowerPoint, Word, Analysis, Planning, Customer Service, Financial Analysis, Data Entry, Microsoft Office, Negotiation, Benefits Administration, Financial Planning, Research, Budgeting, Windows, Project Management
Education
University of Central Florida
B.A.B.A.
David Motta's Charles Schwab Experience 2006 - 2009
Job Delivery Analyst at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt July 2011 - Present
Charles Schwab 2006 - 2009
Skills
Benefits Administration, HRIS, Employee Benefits, Performance Management, Outsourcing
Education
University of Central Florida
Aon Hewitt July 2011 - Present
Charles Schwab 2006 - 2009
Skills
Benefits Administration, HRIS, Employee Benefits, Performance Management, Outsourcing
Education
University of Central Florida
Chun Lui's Charles Schwab Experience 2005 - 2011
Job Client Services Support Lead at FDIC (CSC)
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation January 2015 - Present
CSC - Computer Sciences Corporation April 2014 - December 2014
USPTO May 2013 - March 2014
U.S. Department of State (Special Issuance Agency) March 2012 - May 2013
Charles Schwab 2005 - 2011
Skills
Business Analysis, Process Improvement, ITIL, Networking, System Administration, Hardware, Software Installation, Service Delivery, Active Directory, Team Building, Management
Education
University of Central Florida
Bachelor's Degree, Management Information Systems
CSC - Computer Sciences Corporation January 2015 - Present
CSC - Computer Sciences Corporation April 2014 - December 2014
USPTO May 2013 - March 2014
U.S. Department of State (Special Issuance Agency) March 2012 - May 2013
Charles Schwab 2005 - 2011
Skills
Business Analysis, Process Improvement, ITIL, Networking, System Administration, Hardware, Software Installation, Service Delivery, Active Directory, Team Building, Management
Education
University of Central Florida
Bachelor's Degree, Management Information Systems
Cassandra Seay's Charles Schwab Experience 1996 - 2007
Job Consultant
Industry Accounting
Experience
Union Bank August 2013 - Present
Babcock & Brown 2007 - 2008
Charles Schwab 1996 - 2007
TMP Worldwide (Accounting Solutions) 1995 - 1996
Ernst & Young September 1990 - 1994
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Strategic Financial..., Due Diligence, Managerial Finance, Forecasting, Budgets, Process Improvement, Business Analysis, Business Planning, Start-ups, Business Strategy, Project Management
Education
UC Santa Barbara 1986 — 1990
BA, Business Economics
Union Bank August 2013 - Present
Babcock & Brown 2007 - 2008
Charles Schwab 1996 - 2007
TMP Worldwide (Accounting Solutions) 1995 - 1996
Ernst & Young September 1990 - 1994
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Strategic Financial..., Due Diligence, Managerial Finance, Forecasting, Budgets, Process Improvement, Business Analysis, Business Planning, Start-ups, Business Strategy, Project Management
Education
UC Santa Barbara 1986 — 1990
BA, Business Economics
Jennifer MacQueen's Charles Schwab Experience April 1999 - May 2004
Job Compliance at Transamerica
Industry Financial Services
Experience
Transamerica October 2011 - Present
Charles Schwab April 1999 - May 2004
Aspen Skiing Company November 1996 - April 1999
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Transamerica October 2011 - Present
Charles Schwab April 1999 - May 2004
Aspen Skiing Company November 1996 - April 1999
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Carissa Kearley's Charles Schwab Experience February 2013 - May 2013
Job Business Data Repair Technician at CenturyLink
Industry Financial Services
Experience
CenturyLink August 2013 - Present
Charles Schwab February 2013 - May 2013
BankAtlantic October 2007 - October 2012
Skills
Customer Service, Microsoft Office, Technical Support, Call Centers, Employee Benefits, Retail Banking, Banking, Customer Experience
Education
University of Central Florida 1998 — 1999
Plantation High 1994 — 1998
CenturyLink August 2013 - Present
Charles Schwab February 2013 - May 2013
BankAtlantic October 2007 - October 2012
Skills
Customer Service, Microsoft Office, Technical Support, Call Centers, Employee Benefits, Retail Banking, Banking, Customer Experience
Education
University of Central Florida 1998 — 1999
Plantation High 1994 — 1998
Brendan Sookraj's Charles Schwab Experience April 2015 - Present
Job Schwab Institutional
Industry Banking
Experience
Charles Schwab April 2015 - Present
Wyndham Worldwide December 2014 - March 2015
The Walt Disney Company January 2014 - June 2014
Citi December 2012 - December 2013
University of Central Florida August 2010 - August 2011
Skills
Statistics, Data Analysis, Financial Analysis, Microsoft Excel, Access, SAS, Stata, Microsoft Office, Visual Basic, R, Six Sigma, SAP, Economics, Forecasting, Analysis, Customer Service
Education
Webster University 2013 — 2014
Master of Science (MS), Finance, 3.95
University of Central Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics, 3.59
Colonial High School 2006 — 2010
High School, Honors/Regents High School/Secondary Diploma Program, 3.83
Charles Schwab April 2015 - Present
Wyndham Worldwide December 2014 - March 2015
The Walt Disney Company January 2014 - June 2014
Citi December 2012 - December 2013
University of Central Florida August 2010 - August 2011
Skills
Statistics, Data Analysis, Financial Analysis, Microsoft Excel, Access, SAS, Stata, Microsoft Office, Visual Basic, R, Six Sigma, SAP, Economics, Forecasting, Analysis, Customer Service
Education
Webster University 2013 — 2014
Master of Science (MS), Finance, 3.95
University of Central Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics, 3.59
Colonial High School 2006 — 2010
High School, Honors/Regents High School/Secondary Diploma Program, 3.83
Kevin T. Keen's Charles Schwab Experience May 2006 - August 2006
Job Associate, Private Wealth Services at Holland & Knight LLP
Industry Law Practice
Experience
United States District Court, Northern District of Florida August 2013 - December 2013
Quarles & Brady LLP June 2013 - July 2013
United States District Court, Middle District of Florida May 2012 - August 2012
United States Bankruptcy Court, Middle District of Florida May 2012 - August 2012
PwC May 2009 - August 2011
BNY Mellon (d/b/a BNY Investment Management Services) April 2008 - November 2009
Charles Schwab May 2006 - August 2006
Skills
Tax Law, Legal Research, Corporate Law, Estate Planning, Trusts, Wills
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2015
Master of Laws (LLM) in Taxation
University of Florida - Fredric G. Levin College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Central Florida 2007 — 2011
Bachelor of Science in Business Administration
United States District Court, Northern District of Florida August 2013 - December 2013
Quarles & Brady LLP June 2013 - July 2013
United States District Court, Middle District of Florida May 2012 - August 2012
United States Bankruptcy Court, Middle District of Florida May 2012 - August 2012
PwC May 2009 - August 2011
BNY Mellon (d/b/a BNY Investment Management Services) April 2008 - November 2009
Charles Schwab May 2006 - August 2006
Skills
Tax Law, Legal Research, Corporate Law, Estate Planning, Trusts, Wills
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2015
Master of Laws (LLM) in Taxation
University of Florida - Fredric G. Levin College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Central Florida 2007 — 2011
Bachelor of Science in Business Administration
Chris Besaw's Charles Schwab Experience January 1996 - November 2002
Job Account Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2002 - Present
Charles Schwab January 1996 - November 2002
Education
University of Central Florida
Bachelor of Science (BS), Business Administration and Management, General
BNY Mellon November 2002 - Present
Charles Schwab January 1996 - November 2002
Education
University of Central Florida
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank