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
Andrea Woessner Andrea Woessner's Charles Schwab Experience October 2014 - April 2015
Job Visual Experience Designer
Industry Graphic Design
Experience
Sequence June 2015 - July 2015
RFI Studios May 2015 - May 2015
Charles Schwab October 2014 - April 2015
ArcTouch - Handcrafted Custom Mobile Solutions November 2013 - July 2014
GreatSchools 2014 - 2014
Sequence November 2011 - August 2013
INQ Mobile July 2012 - January 2013
Cisco Systems August 2011 - November 2011
Punchcut April 2010 - 2011
Hot Studio 2010 - 2010
Skills
Interaction Design, Visual Design, Mobile Design, Design Strategy, Art Direction, Creative Direction, Corporate Identity, Concept Development, Branding & Identity, Brand Development, Creative Strategy, Experience Design, User Experience, Graphic Design, Graphics, Typography, Information Design, User Experience Design, Information Architecture, User Interface Design, User-centered Design, Corporate Branding, Logo Design, Mobile Applications, Usability Testing, Adobe Creative Suite, Mobile Devices
Education
University of Cincinnati 1993 — 1998
BS, Graphic Design
Sequence June 2015 - July 2015
RFI Studios May 2015 - May 2015
Charles Schwab October 2014 - April 2015
ArcTouch - Handcrafted Custom Mobile Solutions November 2013 - July 2014
GreatSchools 2014 - 2014
Sequence November 2011 - August 2013
INQ Mobile July 2012 - January 2013
Cisco Systems August 2011 - November 2011
Punchcut April 2010 - 2011
Hot Studio 2010 - 2010
Skills
Interaction Design, Visual Design, Mobile Design, Design Strategy, Art Direction, Creative Direction, Corporate Identity, Concept Development, Branding & Identity, Brand Development, Creative Strategy, Experience Design, User Experience, Graphic Design, Graphics, Typography, Information Design, User Experience Design, Information Architecture, User Interface Design, User-centered Design, Corporate Branding, Logo Design, Mobile Applications, Usability Testing, Adobe Creative Suite, Mobile Devices
Education
University of Cincinnati 1993 — 1998
BS, Graphic Design
Tony J Scott Tony J Scott's Charles Schwab Experience May 2014 - Present
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Charles Schwab May 2014 - Present
SunTrust Bank February 2013 - June 2013
University of Central Florida August 2010 - June 2012
Kaplan University April 2009 - August 2010
ASA Solutions, LLC October 2007 - April 2009
Premier Mortgage Funding, Inc. April 2005 - October 2007
Wachovia Bank, N.A. April 2004 - April 2005
American Express Financial Advisors October 2002 - April 2004
Skills
Social Media, Event Management, Public Speaking, Microsoft Office, Event Planning, Analysis, Customer Service, Facebook, Fundraising, Insurance, Investments, Management, Marketing, Marketing Strategy, Program Management, Project Planning, Public Relations, Leadership, Risk Management, Sales Management, Social Media Marketing, Social Networking, Strategic Planning, Training
Education
University of Central Florida 2010 — 2012
MSBM, DeVos Sport Business Management Program
University of Central Florida 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1987 — 1992
Bachelor's degree, Finance, General
Garret Parkinson Garret Parkinson's Charles Schwab Experience May 2014 - Present
Job Cost Basis/Client Reporting
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
RP Funding January 2013 - May 2014
RP Funding January 2013 - May 2014
Little Caesars October 2010 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2003, Microsoft Office 2007, Microsoft Word, PowerPoint, Credit Bureau, Management, Analysis, Call Centers, Customer Service, Leadership, Time Management, Social Networking, Finance, Credit
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Charles Schwab May 2014 - Present
RP Funding January 2013 - May 2014
RP Funding January 2013 - May 2014
Little Caesars October 2010 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2003, Microsoft Office 2007, Microsoft Word, PowerPoint, Credit Bureau, Management, Analysis, Call Centers, Customer Service, Leadership, Time Management, Social Networking, Finance, Credit
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor's degree, Business Administration and Management, General
Lee Ann Horner, MBA, PMP®'s Charles Schwab Experience
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Business Analysis, Financial Services, Portfolio Management, Vendor Management, Securities, Financial Planning
Education
University of Central Florida 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1992 — 1994
Bachelor's degree, Finance and Literature
Charles Schwab
Skills
Business Analysis, Financial Services, Portfolio Management, Vendor Management, Securities, Financial Planning
Education
University of Central Florida 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1992 — 1994
Bachelor's degree, Finance and Literature
Kevin Sloss Kevin Sloss's Charles Schwab Experience April 2010 - June 2015
Job Managing SupervisorStock Records, Foreign Settlement
Industry Financial Services
Experience
Scottrade, Inc. June 2015 - Present
Charles Schwab April 2010 - June 2015
Charles Schwab April 2010 - July 2013
Charles Schwab April 2010 - July 2012
Charles Schwab May 2008 - April 2010
Charles Schwab October 1999 - May 2008
Founders Funds February 1999 - October 1999
The Prudential Insurance Company of America May 1995 - February 1999
Skills
Finance, Leveraging data, Relationship Building, Research, Reconciliation, Mutual Funds, Equity Compensation, Auditing, Data Analysis, Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia University 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1990 — 1994
International Business and Liberal Arts
Lower Moreland
Lower Moreland
Scottrade, Inc. June 2015 - Present
Charles Schwab April 2010 - June 2015
Charles Schwab April 2010 - July 2013
Charles Schwab April 2010 - July 2012
Charles Schwab May 2008 - April 2010
Charles Schwab October 1999 - May 2008
Founders Funds February 1999 - October 1999
The Prudential Insurance Company of America May 1995 - February 1999
Skills
Finance, Leveraging data, Relationship Building, Research, Reconciliation, Mutual Funds, Equity Compensation, Auditing, Data Analysis, Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Philadelphia University 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
University of Cincinnati 1990 — 1994
International Business and Liberal Arts
Lower Moreland
Lower Moreland
Sam Siciliano Sam Siciliano's Charles Schwab Experience August 2008 - December 2008
Job Actively Seeking New Employment Opportunities
Industry Hospitality
Experience
Actively Seeking New Employment Opportunities July 2014 - Present
Huey Magoo's Famous Chicken Tenders October 2004 - July 2014
Huey Magoo's LLC 2004 - July 2014
Charles Schwab August 2008 - December 2008
Skills
Management, Training, Marketing, Inventory Management, Human Resources, Microsoft Office, Budgets, Customer Service, Leadership, Event Management, Time Management, Risk Management, Marketing Strategy, Online Marketing, Event Planning, Social Networking, Team Building, Sales, Small Business, Strategic Planning, Business Development, PowerPoint, Customer Satisfaction, Social Media Marketing, Account Management, Social Media, Public Speaking, Microsoft Excel, Hospitality, Coaching, Team Leadership, Recruiting, Leadership Development, Operations Management, Fundraising, Public Relations, Microsoft Word, Project Management, Notary Public
Education
University of Phoenix 2008 — 2010
Master, Management Information Systems, General
University of Central Florida 2002 — 2007
Bachelor of Science; BSBA, Business Administration; Management
Actively Seeking New Employment Opportunities July 2014 - Present
Huey Magoo's Famous Chicken Tenders October 2004 - July 2014
Huey Magoo's LLC 2004 - July 2014
Charles Schwab August 2008 - December 2008
Skills
Management, Training, Marketing, Inventory Management, Human Resources, Microsoft Office, Budgets, Customer Service, Leadership, Event Management, Time Management, Risk Management, Marketing Strategy, Online Marketing, Event Planning, Social Networking, Team Building, Sales, Small Business, Strategic Planning, Business Development, PowerPoint, Customer Satisfaction, Social Media Marketing, Account Management, Social Media, Public Speaking, Microsoft Excel, Hospitality, Coaching, Team Leadership, Recruiting, Leadership Development, Operations Management, Fundraising, Public Relations, Microsoft Word, Project Management, Notary Public
Education
University of Phoenix 2008 — 2010
Master, Management Information Systems, General
University of Central Florida 2002 — 2007
Bachelor of Science; BSBA, Business Administration; Management
Christopher Cuzzucoli Christopher Cuzzucoli's Charles Schwab Experience March 2010 - May 2014
Job SVP, Financial Intelligence Unit LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Charles Schwab March 2010 - May 2014
Barclays Bank March 2009 - March 2010
Citigroup September 2006 - February 2009
Citigroup September 2004 - September 2006
Dresdner Bank August 2002 - August 2004
TD Bank December 2001 - July 2002
Citi Smith Barney February 2000 - December 2001
Paine Webber 1999 - 2000
Skills
USA PATRIOT Act, Bank Secrecy Act, OFAC, Compliance, BSA, AML, KYC, Sanctions, FCPA, CAMS
Education
University of Denver - Sturm College of Law 1989 — 1991
Doctor of Law (J.D.)
University of Colorado Boulder 1982 — 1986
BA, Psychology
LPL Financial May 2014 - Present
Charles Schwab March 2010 - May 2014
Barclays Bank March 2009 - March 2010
Citigroup September 2006 - February 2009
Citigroup September 2004 - September 2006
Dresdner Bank August 2002 - August 2004
TD Bank December 2001 - July 2002
Citi Smith Barney February 2000 - December 2001
Paine Webber 1999 - 2000
Skills
USA PATRIOT Act, Bank Secrecy Act, OFAC, Compliance, BSA, AML, KYC, Sanctions, FCPA, CAMS
Education
University of Denver - Sturm College of Law 1989 — 1991
Doctor of Law (J.D.)
University of Colorado Boulder 1982 — 1986
BA, Psychology
Sonia Preston, CFP®'s Charles Schwab Experience February 1994 - Present
Job Regional Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1994 - Present
Skills
Certified Financial..., Management, Team Manag, Certified Wealth..., Compliance, Financial Services, Public Speaking, Sales, Sales Presentations, Sales Management
Education
University of Central Florida
Bachelor of Arts (BA), Industrial and Organizational Communications
Charles Schwab February 1994 - Present
Skills
Certified Financial..., Management, Team Manag, Certified Wealth..., Compliance, Financial Services, Public Speaking, Sales, Sales Presentations, Sales Management
Education
University of Central Florida
Bachelor of Arts (BA), Industrial and Organizational Communications
Selena Nguyen Selena Nguyen's Charles Schwab Experience April 2013 - Present
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Education
University of Central Oklahoma
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Charles Schwab April 2013 - Present
Education
University of Central Oklahoma
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
Aaron Ewing Aaron Ewing's Charles Schwab Experience February 1996 - January 2000
Job Owner of A & M Wellness LLC
Industry Investment Management
Experience
A & M Wellness February 2006 - Present
A & M Wellness September 2003 - Present
J3 Labs January 2000 - February 2006
Charles Schwab February 1996 - January 2000
Bartlett & Co. January 1990 - June 1994
Skills
Marketing Strategy, Customer Service, Investment Strategies, New Business Development, Wellness, Management, Business Planning, Microsoft Office, Sales Management, Microsoft Excel
Education
University of Cincinnati
BA of Business Administration, Finance
A & M Wellness February 2006 - Present
A & M Wellness September 2003 - Present
J3 Labs January 2000 - February 2006
Charles Schwab February 1996 - January 2000
Bartlett & Co. January 1990 - June 1994
Skills
Marketing Strategy, Customer Service, Investment Strategies, New Business Development, Wellness, Management, Business Planning, Microsoft Office, Sales Management, Microsoft Excel
Education
University of Cincinnati
BA of Business Administration, Finance
Cole Schofield Cole Schofield's Charles Schwab Experience July 2014 - Present
Job Vice President, Business Process Transformation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2006 - July 2014
Virgin Mobile USA 2004 - 2006
ICT Group 2002 - 2004
Skills
Series 7, Financial Services, Leadership, Management, Process Improvement, Investments, Vendor Management, Series 63, Call Centers, Program Management
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Arts (BA), Economics
Charles Schwab July 2014 - Present
Charles Schwab January 2006 - July 2014
Virgin Mobile USA 2004 - 2006
ICT Group 2002 - 2004
Skills
Series 7, Financial Services, Leadership, Management, Process Improvement, Investments, Vendor Management, Series 63, Call Centers, Program Management
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Arts (BA), Economics
Will Norris CFP® Will Norris CFP®'s Charles Schwab Experience May 1999 - January 2012
Job Senior Vice President Financial Advisor Financial planning for individuals, families & businesses
Industry Financial Services
Experience
Robert W. Baird & Co. January 2012 - Present
Charles Schwab May 1999 - January 2012
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory, Retirement, Equities, Finance, Risk Management, Fixed Income, Stock Management, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Investments
Education
University of Colorado at Boulder 1996 — 2000
B.A., Mathematics
Oregon City High School
Robert W. Baird & Co. January 2012 - Present
Charles Schwab May 1999 - January 2012
Skills
Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory, Retirement, Equities, Finance, Risk Management, Fixed Income, Stock Management, Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Investments
Education
University of Colorado at Boulder 1996 — 2000
B.A., Mathematics
Oregon City High School
Tucker Klein Tucker Klein's Charles Schwab Experience August 2014 - Present
Job Relationship Specialist Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
AIG Financial Network August 2013 - August 2014
Raymond James Financial Services November 2012 - May 2013
Skills
Financial Services, Manage Client..., Value Based Selling, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
BSBA, Finance
Charles Schwab August 2014 - Present
AIG Financial Network August 2013 - August 2014
Raymond James Financial Services November 2012 - May 2013
Skills
Financial Services, Manage Client..., Value Based Selling, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
BSBA, Finance
Monday Ekpo Monday Ekpo's Charles Schwab Experience March 2014 - Present
Job at
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 1997 - May 2011
Charles Schwab May 1993 - November 1997
Skills
Fund Accounting, SDLC, Business Process..., Credit Risk, Mortgage Lending, Mutual Funds, Portfolio Management, Securities, Financial Services, Risk Management, Series 7, Investments, Wealth Management, Series 63
Education
University of Central Oklahoma 1981 — 1985
MBA, General Business/Finance
Charles Schwab March 2014 - Present
Charles Schwab May 2011 - March 2014
Charles Schwab November 1997 - May 2011
Charles Schwab May 1993 - November 1997
Skills
Fund Accounting, SDLC, Business Process..., Credit Risk, Mortgage Lending, Mutual Funds, Portfolio Management, Securities, Financial Services, Risk Management, Series 7, Investments, Wealth Management, Series 63
Education
University of Central Oklahoma 1981 — 1985
MBA, General Business/Finance
Andrea Cunningham Andrea Cunningham's Charles Schwab Experience January 1998 - May 1999
Job Financial Service Operations Manager
Industry Financial Services
Experience
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Toadvine and Associates February 2011 - November 2013
Fidelity Investments March 2001 - July 2006
BMO Nesbitt Burns June 1999 - October 2000
Charles Schwab January 1998 - May 1999
North River Shores Tennis Club January 1990 - August 1996
Skills
Investments, Mutual Funds, Equities, Fixed Income, Financial Services, Financial Markets, Insurance, Options, Bonds, Fixed Annuities, Marketing, Event Management, Series 7, Series 63, Relationship Management, Securities, Accounting, Trading
Education
University of Central Florida - College of Business Administration 1996 — 1997
Master of Business Administration (M.B.A.), 3.8
University of Central Florida - College of Business Administration 1991 — 1993
Bachelor of Science (B.S.), Finance
Cooper Howard, CFA Cooper Howard, CFA's Charles Schwab Experience January 2013 - Present
Job Senior Research Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.)
Steamboat Springs High School
Charles Schwab January 2013 - Present
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Science (B.S.)
Steamboat Springs High School
Kevin Michael Carson CFP®'s Charles Schwab Experience October 1995 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2013 - Present
Charles Schwab October 1995 - 2013
Skills
Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Series 7, Series 63, Registered Investment..., Series 9, Series 10
Education
University of Central Florida 1987 — 1989
B.S.B.A., Business Administration and Management, General
E*TRADE Financial Corporation September 2013 - Present
Charles Schwab October 1995 - 2013
Skills
Strategic Financial..., Investments, Securities, Portfolio Management, Asset Allocation, Series 7, Series 63, Registered Investment..., Series 9, Series 10
Education
University of Central Florida 1987 — 1989
B.S.B.A., Business Administration and Management, General
Dean Weseli,MBA,CFP® Dean Weseli,MBA,CFP®'s Charles Schwab Experience January 2009 - September 2012
Job Director of Wealth Management at The Windsor Group, Ltd.
Industry Investment Management
Experience
The Windsor Group, Ltd. March 2014 - Present
Hufford Advisors, LLC September 2012 - March 2014
Charles Schwab January 2009 - September 2012
Fidelity Investments March 2004 - January 2009
Skills
Retirement Planning, Investments, Wealth Management, Investment Strategies, Portfolio Management, Asset Managment
Education
University of Cincinnati College of Business 2005 — 2007
Master of Business Administration, Finance
University of Dayton 1999 — 2003
Bachelor of Science, Finance
The Windsor Group, Ltd. March 2014 - Present
Hufford Advisors, LLC September 2012 - March 2014
Charles Schwab January 2009 - September 2012
Fidelity Investments March 2004 - January 2009
Skills
Retirement Planning, Investments, Wealth Management, Investment Strategies, Portfolio Management, Asset Managment
Education
University of Cincinnati College of Business 2005 — 2007
Master of Business Administration, Finance
University of Dayton 1999 — 2003
Bachelor of Science, Finance
Lynn Wheatcraft Lynn Wheatcraft's Charles Schwab Experience April 2013 - Present
Job Communications Consultant
Industry Marketing and Advertising
Experience
Charles Schwab April 2013 - Present
Avery Dennison February 2010 - August 2011
PNC Financial Services Group June 2008 - February 2010
Progressive Insurance April 2004 - May 2008
Bright Side April 2001 - April 2004
Agilysys January 2000 - April 2001
IMS Company November 1998 - January 2000
Juvenile Diabetes Research Foundation July 1995 - November 1998
Skills
Integrated Marketing, Strategic Communications, Marketing Strategy, Strategic Planning, Change Management, Mergers, Crisis Communications, Corporate Branding, Employee Engagement, Corporate Communications, Social Media, Video Production, Content Management, Internal Communications, B2B Marketing, B2C marketing, Executive Communications, Brand Awareness, Cross-functional Team..., Copywriting, Communication Training, Global Communications, Marketing Communications, Budgets, Newsletters, Leadership, Organizational..., Public Relations, Marketing, Media Relations, Management, Team Building, Communications Planning, Advertising, B2B
Education
University of Cincinnati
BFA, Broadcasting
Charles Schwab April 2013 - Present
Avery Dennison February 2010 - August 2011
PNC Financial Services Group June 2008 - February 2010
Progressive Insurance April 2004 - May 2008
Bright Side April 2001 - April 2004
Agilysys January 2000 - April 2001
IMS Company November 1998 - January 2000
Juvenile Diabetes Research Foundation July 1995 - November 1998
Skills
Integrated Marketing, Strategic Communications, Marketing Strategy, Strategic Planning, Change Management, Mergers, Crisis Communications, Corporate Branding, Employee Engagement, Corporate Communications, Social Media, Video Production, Content Management, Internal Communications, B2B Marketing, B2C marketing, Executive Communications, Brand Awareness, Cross-functional Team..., Copywriting, Communication Training, Global Communications, Marketing Communications, Budgets, Newsletters, Leadership, Organizational..., Public Relations, Marketing, Media Relations, Management, Team Building, Communications Planning, Advertising, B2B
Education
University of Cincinnati
BFA, Broadcasting
Alex Khandelwal Alex Khandelwal's Charles Schwab Experience April 2008 - April 2009
Job Chrome Asset Management
Industry Financial Services
Experience
Chrome Asset Management 2009 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2006 - April 2008
Skills
Investment Management, Personal Financial..., Strategic Financial..., Portfolio Management, Financial Markets, Retirement Planning, Estate Planning, Estate Tax Planning, Inheritance Tax Planning, Gifting Strategies, Trust Management, Charitable Trusts, Charitable Gift Planning, Asset Managment, Asset Allocation, Series 63, Asset Management, Series 7, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management
Education
University of Colorado at Boulder
Economics
University of Colorado at Boulder - Leeds School of Business
Business Administration
Chrome Asset Management 2009 - Present
Charles Schwab April 2008 - April 2009
Charles Schwab January 2006 - April 2008
Skills
Investment Management, Personal Financial..., Strategic Financial..., Portfolio Management, Financial Markets, Retirement Planning, Estate Planning, Estate Tax Planning, Inheritance Tax Planning, Gifting Strategies, Trust Management, Charitable Trusts, Charitable Gift Planning, Asset Managment, Asset Allocation, Series 63, Asset Management, Series 7, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management
Education
University of Colorado at Boulder
Economics
University of Colorado at Boulder - Leeds School of Business
Business Administration
Alex Finkel's Charles Schwab Experience July 2008 - December 2009
Job Director of Partnerships
Industry Internet
Experience
inMarket August 2015 - Present
ROXIMITY May 2012 - August 2015
Off The Quad July 2008 - April 2012
Charles Schwab July 2008 - December 2009
Morgan Stanley Smith Barney August 2007 - March 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Start-ups, Online Advertising, Entrepreneurship, Digital Marketing, Business Strategy, New Business Development, Business Development, Analytics, Email Marketing, Product Management, Marketing, Early-stage Startups, Strategy, Digital Strategy, Mobile Applications, Strategic Partnerships, Mobile Advertising, Brand Development, Account Management, Mobile Marketing, Digital Media, Online Marketing, Lead Generation
Education
University of Colorado at Boulder
Economics
inMarket August 2015 - Present
ROXIMITY May 2012 - August 2015
Off The Quad July 2008 - April 2012
Charles Schwab July 2008 - December 2009
Morgan Stanley Smith Barney August 2007 - March 2008
Skills
Social Media, Social Media Marketing, Marketing Strategy, Start-ups, Online Advertising, Entrepreneurship, Digital Marketing, Business Strategy, New Business Development, Business Development, Analytics, Email Marketing, Product Management, Marketing, Early-stage Startups, Strategy, Digital Strategy, Mobile Applications, Strategic Partnerships, Mobile Advertising, Brand Development, Account Management, Mobile Marketing, Digital Media, Online Marketing, Lead Generation
Education
University of Colorado at Boulder
Economics
Andrew Michael Machata, CRPC® Andrew Michael Machata, CRPC®'s Charles Schwab Experience February 2015 - Present
Job Portfolio Consultant at Charles Schwab Private Client
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
E*TRADE Financial November 2012 - February 2015
UBS Wealth Management May 2011 - November 2012
Merrill Lynch August 2008 - May 2011
Defense Contract Management Agency September 2007 - July 2008
United States Marine Corps May 2002 - May 2008
Education
University of Central Florida - College of Business Administration 2002 — 2008
BSBA, Finance, Business Economics
International Baccalaureate School at Bartow High School 1998 — 2002
International Baccalaureate Diploma
Charles Schwab February 2015 - Present
E*TRADE Financial November 2012 - February 2015
UBS Wealth Management May 2011 - November 2012
Merrill Lynch August 2008 - May 2011
Defense Contract Management Agency September 2007 - July 2008
United States Marine Corps May 2002 - May 2008
Education
University of Central Florida - College of Business Administration 2002 — 2008
BSBA, Finance, Business Economics
International Baccalaureate School at Bartow High School 1998 — 2002
International Baccalaureate Diploma
Scott Sonnenwald Scott Sonnenwald's Charles Schwab Experience February 2007 - January 2008
Job Senior Microsoft .NET Developer at Exodus Integrity Services, Inc.
Industry Information Technology and Services
Experience
Exodus Integrity Services, Inc. June 2015 - Present
Kforce Inc June 2014 - May 2015
PRICE FOR PROFIT May 2013 - June 2014
Paragon Consulting, Inc February 2012 - April 2013
Avvenire Solutions August 2011 - December 2011
Robert Half Technology March 2011 - June 2011
Blue Chip Consulting Group February 2011 - March 2011
Babcock & Wilcox January 2008 - February 2011
Charles Schwab February 2007 - January 2008
OEConnection June 2000 - December 2006
Skills
SharePoint, Visual Studio, C#, JavaScript, XML, ASP.NET, Microsoft Office, jQuery, Active Directory, VB.NET, Microsoft SQL Server, HTML, SharePoint Designer, Visual C#, LINQ, XSLT, Workflow, ASP.NET MVC, ASP.NET AJAX, jQuery UI, AJAX, HTML + CSS, HTML/XML, WCF, DHTML, Silverlight, XAML, Windows Services, SQL database design, Windows 7, Windows Server 2008, AJAX Toolkit, IIS, Oracle SQL, Web 2.0, Web Applications, Website Development, Web Parts, User Interface Design, SQL Server 2000-2008, Reporting & Analysis, Visual Basic, Informix, C, C++, SQL, Software Development, CSS, VBScript, Windows Server
Education
University of Cincinnati 1989 — 1993
BS, Computer Science and Materials Engineering
Exodus Integrity Services, Inc. June 2015 - Present
Kforce Inc June 2014 - May 2015
PRICE FOR PROFIT May 2013 - June 2014
Paragon Consulting, Inc February 2012 - April 2013
Avvenire Solutions August 2011 - December 2011
Robert Half Technology March 2011 - June 2011
Blue Chip Consulting Group February 2011 - March 2011
Babcock & Wilcox January 2008 - February 2011
Charles Schwab February 2007 - January 2008
OEConnection June 2000 - December 2006
Skills
SharePoint, Visual Studio, C#, JavaScript, XML, ASP.NET, Microsoft Office, jQuery, Active Directory, VB.NET, Microsoft SQL Server, HTML, SharePoint Designer, Visual C#, LINQ, XSLT, Workflow, ASP.NET MVC, ASP.NET AJAX, jQuery UI, AJAX, HTML + CSS, HTML/XML, WCF, DHTML, Silverlight, XAML, Windows Services, SQL database design, Windows 7, Windows Server 2008, AJAX Toolkit, IIS, Oracle SQL, Web 2.0, Web Applications, Website Development, Web Parts, User Interface Design, SQL Server 2000-2008, Reporting & Analysis, Visual Basic, Informix, C, C++, SQL, Software Development, CSS, VBScript, Windows Server
Education
University of Cincinnati 1989 — 1993
BS, Computer Science and Materials Engineering
Zachary Popovich Zachary Popovich's Charles Schwab Experience August 2011 - July 2013
Job Client Services & Financial Planning Coordinator at Spraker Wealth Management
Industry Financial Services
Experience
Spraker Wealth Management July 2013 - Present
Charles Schwab August 2011 - July 2013
UCF Foundation May 2010 - July 2011
Spraker Wealth Management August 2009 - December 2009
Education
University of Central Florida 2007 — 2011
B.S. Business Administration, Finance, Real Estate
Spraker Wealth Management July 2013 - Present
Charles Schwab August 2011 - July 2013
UCF Foundation May 2010 - July 2011
Spraker Wealth Management August 2009 - December 2009
Education
University of Central Florida 2007 — 2011
B.S. Business Administration, Finance, Real Estate
Natalie Cunningham Natalie Cunningham's Charles Schwab Experience September 2015 - Present
Job Account Solutions Senior Administrator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Gap Inc./ Gap July 2015 - September 2015
Gap Inc./ Gap January 2015 - May 2015
Eagle Capital Group, LLC November 2014 - May 2015
O'Baker & Lepird September 2014 - May 2015
O'Baker & Lepird September 2014 - May 2015
SeaWorld Orlando May 2014 - September 2014
Orlando Magic October 2013 - April 2014
Northwestern Mutual November 2013 - March 2014
University of Central Florida August 2012 - May 2013
Skills
PowerPoint, Data Analysis, Research, Public Speaking, Facebook, Critical Thinking, Fundraising, Student Affairs, Event Planning, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Student Development, Community Outreach, Sports Management, Nonprofits, QuickBooks, Creative Solutions...
Education
University of Central Florida 2010 — 2014
Bachelor of Science, Finance
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Charles Schwab September 2015 - Present
Gap Inc./ Gap July 2015 - September 2015
Gap Inc./ Gap January 2015 - May 2015
Eagle Capital Group, LLC November 2014 - May 2015
O'Baker & Lepird September 2014 - May 2015
O'Baker & Lepird September 2014 - May 2015
SeaWorld Orlando May 2014 - September 2014
Orlando Magic October 2013 - April 2014
Northwestern Mutual November 2013 - March 2014
University of Central Florida August 2012 - May 2013
Skills
PowerPoint, Data Analysis, Research, Public Speaking, Facebook, Critical Thinking, Fundraising, Student Affairs, Event Planning, Social Networking, Microsoft Excel, Microsoft Office, Microsoft Word, Student Development, Community Outreach, Sports Management, Nonprofits, QuickBooks, Creative Solutions...
Education
University of Central Florida 2010 — 2014
Bachelor of Science, Finance
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Sheetal Brown's Charles Schwab Experience 1993 - 2005
Job Vice President, Senior Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Fidelity Institutional Wealth Services January 2014 - Present
Pershing, a BNY Mellon company 2005 - January 2014
Schwab Institutional 1993 - 2005
Charles Schwab 1993 - 2005
Skills
Strategic Consulting, Business Development, Global Business..., New Business Development, Financial Services, Registered Investment..., Financial Advisory, Wealth Management..., Strategic Thinking, Series 7, Series 63, Consultative Selling..., Building Business..., Contract Negotiation, Solution Selling, Sales Presentations, Persuasive Presentations, Relationship Management, Investments, Mutual Funds, RIA, Securities, Series 24, Wealth Management, Series 65, Business Relationship..., FINRA, Investment Advisory, Alternative Investments
Education
University of Central Florida - College of Business Administration 1989 — 1993
BSBA, Summa Cum Laude, Business Administration and Management, General
Fidelity Investments - Fidelity Institutional Wealth Services January 2014 - Present
Pershing, a BNY Mellon company 2005 - January 2014
Schwab Institutional 1993 - 2005
Charles Schwab 1993 - 2005
Skills
Strategic Consulting, Business Development, Global Business..., New Business Development, Financial Services, Registered Investment..., Financial Advisory, Wealth Management..., Strategic Thinking, Series 7, Series 63, Consultative Selling..., Building Business..., Contract Negotiation, Solution Selling, Sales Presentations, Persuasive Presentations, Relationship Management, Investments, Mutual Funds, RIA, Securities, Series 24, Wealth Management, Series 65, Business Relationship..., FINRA, Investment Advisory, Alternative Investments
Education
University of Central Florida - College of Business Administration 1989 — 1993
BSBA, Summa Cum Laude, Business Administration and Management, General
Hemant Panchal's Charles Schwab Experience September 1997 - April 2002
Job Short Sale Negotiator at Equitable National Title Group, LLC/FM Consulting Services
Industry Real Estate
Experience
Equitable National Title Group, LLC/FM Consulting Services July 2014 - Present
Flat Rate Realty Orlando March 2014 - Present
GCI Realty, Inc. October 2011 - March 2014
The Mascia Law Firm March 2011 - January 2014
The Heathrow Group, LLC May 2008 - March 2011
Ace Mortgage Funding January 2008 - May 2008
PMC Lending September 2002 - May 2007
Charles Schwab September 1997 - April 2002
Preflight Services 1993 - 1995
Skills
Short Sales, Salesforce.com, Real Estate, Buyers, Loans, Sellers, Foreclosures, Mortgage Lending, Negotiation, Investors, Real Estate Development, Mortgage Banking, Investment Properties, Sales, Loan Origination, FHA, Condos, REO, Real Property, Real Estate Transactions, First Time Home Buyers, Referrals, Relocation, Loan Modifications, Property, Real Estate Financing, Single Family Homes, HUD, Residential Mortgages, Property Management, Residential Homes, New Home Sales, Rentals, Listings, Seniors, Real Estate Economics, Refinance, Loss Mitigation, Buyer Representation, Mortgage Underwriting, Commercial Real Estate, Brokerage, Luxury, Disposition, Townhomes, New Homes, Selling, USDA, Reverse Mortgages, Leases
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Science in Business Administration, Finance
Equitable National Title Group, LLC/FM Consulting Services July 2014 - Present
Flat Rate Realty Orlando March 2014 - Present
GCI Realty, Inc. October 2011 - March 2014
The Mascia Law Firm March 2011 - January 2014
The Heathrow Group, LLC May 2008 - March 2011
Ace Mortgage Funding January 2008 - May 2008
PMC Lending September 2002 - May 2007
Charles Schwab September 1997 - April 2002
Preflight Services 1993 - 1995
Skills
Short Sales, Salesforce.com, Real Estate, Buyers, Loans, Sellers, Foreclosures, Mortgage Lending, Negotiation, Investors, Real Estate Development, Mortgage Banking, Investment Properties, Sales, Loan Origination, FHA, Condos, REO, Real Property, Real Estate Transactions, First Time Home Buyers, Referrals, Relocation, Loan Modifications, Property, Real Estate Financing, Single Family Homes, HUD, Residential Mortgages, Property Management, Residential Homes, New Home Sales, Rentals, Listings, Seniors, Real Estate Economics, Refinance, Loss Mitigation, Buyer Representation, Mortgage Underwriting, Commercial Real Estate, Brokerage, Luxury, Disposition, Townhomes, New Homes, Selling, USDA, Reverse Mortgages, Leases
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Science in Business Administration, Finance
R. Brady Siegrist, CFP®'s Charles Schwab Experience 1997 - 2004
Job Managing Director of Wealth Management, Janiczek & Co., Ltd.
Industry Investment Management
Experience
Janiczek & Co. Ltd August 2008 - Present
TIAA-CREF March 2005 - August 2008
Charles Schwab 1997 - 2004
Skills
Investments, Wealth Management, Retirement Planning, Asset Management, Financial Planning, High Net Worth..., Portfolio Management, Retirement, Asset, Mutual Funds, Financial Advisory
Education
University of Colorado Boulder 1993 — 1997
Finance, General
Cherry Creek High School
Janiczek & Co. Ltd August 2008 - Present
TIAA-CREF March 2005 - August 2008
Charles Schwab 1997 - 2004
Skills
Investments, Wealth Management, Retirement Planning, Asset Management, Financial Planning, High Net Worth..., Portfolio Management, Retirement, Asset, Mutual Funds, Financial Advisory
Education
University of Colorado Boulder 1993 — 1997
Finance, General
Cherry Creek High School
Samantha Jeantel's Charles Schwab Experience December 2010 - May 2012
Job Client Support Associate
Industry Financial Services
Experience
TechWell Corp 2014 - Present
Merrill Lynch May 2012 - October 2014
Charles Schwab December 2010 - May 2012
Sprint Nextel April 2010 - September 2010
Skills
Customer Service, Leadership, Time Management, Software Documentation, Sales, Microsoft Word, Call Centers, Inventory Management, Analysis, Program Management, Finance, Insurance, Microsoft Excel, Telephone Skills
Education
University of Central Florida 2005 — 2011
University of Central Florida
Bachelors of Science, Interdisciplinary Studies; Public Affairs & Psychology
TechWell Corp 2014 - Present
Merrill Lynch May 2012 - October 2014
Charles Schwab December 2010 - May 2012
Sprint Nextel April 2010 - September 2010
Skills
Customer Service, Leadership, Time Management, Software Documentation, Sales, Microsoft Word, Call Centers, Inventory Management, Analysis, Program Management, Finance, Insurance, Microsoft Excel, Telephone Skills
Education
University of Central Florida 2005 — 2011
University of Central Florida
Bachelors of Science, Interdisciplinary Studies; Public Affairs & Psychology
Shawn Poling's Charles Schwab Experience July 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab June 2013 - Present
Skills
Spreadsheet Design, Outlook, Microsoft Office, QuickBooks, Microsoft Excel, Retail, Sales, Microsoft Word, Data Entry, PowerPoint, Management, Time Management, Inventory Management, Customer Service, Budgets, Customer Satisfaction, Thompson One, Bloomberg Terminal, Teamwork, Leadership, Training
Education
University of Central Florida - College of Business Administration 2008 — 2012
BSBA, Finance/Accounting
Allen D. Nease High School 2005 — 2008
High School
Charles Schwab July 2015 - Present
Charles Schwab June 2013 - Present
Skills
Spreadsheet Design, Outlook, Microsoft Office, QuickBooks, Microsoft Excel, Retail, Sales, Microsoft Word, Data Entry, PowerPoint, Management, Time Management, Inventory Management, Customer Service, Budgets, Customer Satisfaction, Thompson One, Bloomberg Terminal, Teamwork, Leadership, Training
Education
University of Central Florida - College of Business Administration 2008 — 2012
BSBA, Finance/Accounting
Allen D. Nease High School 2005 — 2008
High School
Jennifer Jackowitz's Charles Schwab Experience May 2007 - May 2008
Job Market Human Resources Manager at AutoNation
Industry Human Resources
Experience
AutoNation August 2014 - Present
Target February 2012 - August 2014
Northwestern Mutual January 2010 - December 2011
Northwestern Mutual May 2008 - January 2010
Charles Schwab May 2007 - May 2008
Skills
Talent Acquisition, Recruiting, Onboarding, College Recruiting, Applicant Tracking..., Employee Relations, Inventory Management, Interviews, Performance Management, Talent Management, Organizational..., Sales, Hiring, Human Resources, Leadership, New Hire Orientations, Technical Recruiting, Succession Planning, Coaching, Training, Cold Calling, Benefits Administration, Employee Benefits, Employee Training, HRIS, Sourcing, Temporary Placement, Deferred Compensation, Workforce Planning, Internet Recruiting
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Finance, General
AutoNation August 2014 - Present
Target February 2012 - August 2014
Northwestern Mutual January 2010 - December 2011
Northwestern Mutual May 2008 - January 2010
Charles Schwab May 2007 - May 2008
Skills
Talent Acquisition, Recruiting, Onboarding, College Recruiting, Applicant Tracking..., Employee Relations, Inventory Management, Interviews, Performance Management, Talent Management, Organizational..., Sales, Hiring, Human Resources, Leadership, New Hire Orientations, Technical Recruiting, Succession Planning, Coaching, Training, Cold Calling, Benefits Administration, Employee Benefits, Employee Training, HRIS, Sourcing, Temporary Placement, Deferred Compensation, Workforce Planning, Internet Recruiting
Education
University of Central Florida - College of Business Administration 2004 — 2008
Finance, Finance, General
Dale Barnard Dale Barnard's Charles Schwab Experience March 2008 - September 2009
Job Software Engineer
Industry Computer Software
Experience
CLEAResult February 2014 - April 2014
Redbird Flight Simulations, Inc. April 2013 - August 2013
Silicon Laboratories October 2012 - March 2013
Box of Keys, LLC February 2007 - October 2012
Intersil Zilker Labs December 2010 - July 2012
Electronic Compliance Solutions November 2010 - December 2010
Charles Schwab March 2008 - September 2009
Valence Technology 2005 - 2007
The AEgis Technologies Group, Inc. November 2004 - January 2005
DAX Industries October 2000 - March 2002
Skills
Performance Tuning, Application Frameworks, .NET, Architecture, Debugging, Visual Studio, Agile Methodologies, C#, Software Development, Object Oriented Design, C++, Software Design, WPF, Silverlight, XAML, Software Engineering, Application Architecture, Subversion, OOP, Architectures, Design Patterns, Scrum
Education
University of Texas at Austin 1994 — 1996
Teaching Certificate, Education
University of Colorado at Boulder 1987 — 1992
BS, Computer Science
CLEAResult February 2014 - April 2014
Redbird Flight Simulations, Inc. April 2013 - August 2013
Silicon Laboratories October 2012 - March 2013
Box of Keys, LLC February 2007 - October 2012
Intersil Zilker Labs December 2010 - July 2012
Electronic Compliance Solutions November 2010 - December 2010
Charles Schwab March 2008 - September 2009
Valence Technology 2005 - 2007
The AEgis Technologies Group, Inc. November 2004 - January 2005
DAX Industries October 2000 - March 2002
Skills
Performance Tuning, Application Frameworks, .NET, Architecture, Debugging, Visual Studio, Agile Methodologies, C#, Software Development, Object Oriented Design, C++, Software Design, WPF, Silverlight, XAML, Software Engineering, Application Architecture, Subversion, OOP, Architectures, Design Patterns, Scrum
Education
University of Texas at Austin 1994 — 1996
Teaching Certificate, Education
University of Colorado at Boulder 1987 — 1992
BS, Computer Science
Philip Lucks's Charles Schwab Experience 2004 - 2007
Job Building Envelope Forensics, with a focus in Roofing and Waterproofing Design and Detailing. RRO & RRC in progress.
Industry Architecture & Planning
Experience
Wiss, Janney, Elstner Associates, Inc. (WJE) March 2015 - August 2015
Long Island Tinsmith Supply Corp. (LITSCO) June 2008 - February 2015
Charles Schwab 2004 - 2007
Town of Lyons June 2001 - August 2001
Education
University of Colorado at Boulder 1998 — 2002
Bachelor's degree in Environmental Design, City/Urban, Community and Regional Planning
Wiss, Janney, Elstner Associates, Inc. (WJE) March 2015 - August 2015
Long Island Tinsmith Supply Corp. (LITSCO) June 2008 - February 2015
Charles Schwab 2004 - 2007
Town of Lyons June 2001 - August 2001
Education
University of Colorado at Boulder 1998 — 2002
Bachelor's degree in Environmental Design, City/Urban, Community and Regional Planning
Katie Buckler Katie Buckler's Charles Schwab Experience November 2008 - May 2011
Job Centralized Supervision Manager Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. June 2011 - Present
Charles Schwab November 2008 - May 2011
Charles Schwab January 1997 - October 2008
Skills
Series 7, Retail Brokerage, Series 63, Managed Accounts, Mutual Funds, Client Communications, Series 66, Trading, Investment Operations, Client Experience
Education
University of Central Florida - College of Business Administration 1992 — 1996
Charles Schwab & Co., Inc. June 2011 - Present
Charles Schwab November 2008 - May 2011
Charles Schwab January 1997 - October 2008
Skills
Series 7, Retail Brokerage, Series 63, Managed Accounts, Mutual Funds, Client Communications, Series 66, Trading, Investment Operations, Client Experience
Education
University of Central Florida - College of Business Administration 1992 — 1996
Shannon Scott Shannon Scott's Charles Schwab Experience March 2013 - December 2013
Job Manager of Billing & Online Payments at uShip.com
Industry Financial Services
Experience
uShip.com December 2013 - Present
Charles Schwab March 2013 - December 2013
Charles Schwab April 2010 - March 2012
C.H. Robinson September 2005 - May 2009
Burlington Coat Factory October 1999 - May 2005
Skills
Account Management, Sales Process, Sales, Sales Operations, Pricing, Sales Prospecting, Lead Generation, Accounts Receivable, Billing Process, Team Leadership, Sunguard, Billing Systems, Employee Engagement, Employee Management, Process Improvement, Procedure Creation, Access, Accounting, Operations Management, Process Efficiency, Outlook, Microsoft Excel, Adobe Acrobat, Leadership, Training, Cold Calling
Education
Central Missouri State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
uShip.com December 2013 - Present
Charles Schwab March 2013 - December 2013
Charles Schwab April 2010 - March 2012
C.H. Robinson September 2005 - May 2009
Burlington Coat Factory October 1999 - May 2005
Skills
Account Management, Sales Process, Sales, Sales Operations, Pricing, Sales Prospecting, Lead Generation, Accounts Receivable, Billing Process, Team Leadership, Sunguard, Billing Systems, Employee Engagement, Employee Management, Process Improvement, Procedure Creation, Access, Accounting, Operations Management, Process Efficiency, Outlook, Microsoft Excel, Adobe Acrobat, Leadership, Training, Cold Calling
Education
Central Missouri State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Ryan Melchior Ryan Melchior's Charles Schwab Experience June 2006 - December 2007
Job HRIS Manager at Greystar
Industry Real Estate
Experience
Greystar October 2014 - Present
Riverstone Residential Group October 2009 - October 2014
TIAA-CREF September 2008 - August 2009
Charles Schwab June 2006 - December 2007
Skills
Public Speaking, HRIS, HR Software, Database Administration, Employee Relations, Applicant Tracking..., Personality Assessment, Performance Management, System Integration..., Employee Recognition, Contract Negotiation, Training, Real Estate, Payroll, Human Systems..., Coaching, Organizational..., Team Building, HR Policies, Talent Management, Talent Acquisition, Recruiting, Benefits Administration, Deferred Compensation, Onboarding, Employee Benefits, Hiring, Management, Human Resources, Leadership, Personnel Management, Conflict Resolution, College Recruiting, Employee Training, Property Management
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (BS), Economics, Communication, Computer Science
Greystar October 2014 - Present
Riverstone Residential Group October 2009 - October 2014
TIAA-CREF September 2008 - August 2009
Charles Schwab June 2006 - December 2007
Skills
Public Speaking, HRIS, HR Software, Database Administration, Employee Relations, Applicant Tracking..., Personality Assessment, Performance Management, System Integration..., Employee Recognition, Contract Negotiation, Training, Real Estate, Payroll, Human Systems..., Coaching, Organizational..., Team Building, HR Policies, Talent Management, Talent Acquisition, Recruiting, Benefits Administration, Deferred Compensation, Onboarding, Employee Benefits, Hiring, Management, Human Resources, Leadership, Personnel Management, Conflict Resolution, College Recruiting, Employee Training, Property Management
Education
University of Colorado at Boulder 2000 — 2005
Bachelor of Science (BS), Economics, Communication, Computer Science
Joan Ebersole Joan Ebersole's Charles Schwab Experience October 2010 - Present
Job Product Manager, Client Reporting at Charles Schwab
Industry Investment Management
Experience
Charles Schwab October 2010 - Present
Cheiron Trading April 2009 - July 2010
The JRCT Group, Inc. July 2007 - April 2008
PEAK6 Investments October 2005 - June 2007
Trading Technologies 2001 - 2003
Plural 1999 - 2000
The Hull Group 1998 - 2000
Skills
Trading, Business Analysis, Derivatives, Product Management, Options, Capital Markets, Investments, Portfolio Management
Education
University of Colorado Boulder 1976 — 1980
B.S., Business/Finance
Charles Schwab October 2010 - Present
Cheiron Trading April 2009 - July 2010
The JRCT Group, Inc. July 2007 - April 2008
PEAK6 Investments October 2005 - June 2007
Trading Technologies 2001 - 2003
Plural 1999 - 2000
The Hull Group 1998 - 2000
Skills
Trading, Business Analysis, Derivatives, Product Management, Options, Capital Markets, Investments, Portfolio Management
Education
University of Colorado Boulder 1976 — 1980
B.S., Business/Finance
Susan Busch Susan Busch's Charles Schwab Experience January 1999 - July 2004
Job Senior Private Wealth Advisor at Executive Wealth Management, LLC
Industry Financial Services
Experience
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Executive Wealth Management, LLC November 2013 - Present
Fidelity Investments December 2008 - October 2013
Wachovia Securities July 2007 - December 2008
Fifth Third Bank September 2004 - July 2007
Charles Schwab January 1999 - July 2004
Skills
Leadership, Retirement, Portfolio Management, Recruiting, New Business Development, Mutual Funds, Risk Management, Coaching, Financial Analysis, Finance, Business Development, Budgets, Financial Services, Investments, Asset Allocation, Asset Management, Banking, Management, Sales, Sales Management, Series 63, Securities, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Wealth Management, Financial Planning
Education
University of Colorado at Boulder 1988 — 1993
BS, Economics
Pueblo East High School 1984 — 1988
high school
Carmin Nuccio Carmin Nuccio's Charles Schwab Experience October 2012 - March 2013
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Wells Fargo September 2014 - May 2015
Wells Fargo February 2014 - June 2014
optionsXpress April 2013 - December 2013
Charles Schwab October 2012 - March 2013
Cisco Systems May 2012 - September 2012
Wells Fargo August 2009 - April 2012
Autodesk September 2009 - March 2012
Wells Fargo February 2009 - August 2009
Autodesk September 2008 - March 2009
Wells Fargo Bank September 2008 - January 2009
Skills
RIA, Direct Marketing, Marketing, Marketing Communications, Financial Services, Relationship Management, Vendor Management, Analytics, Demand Generation, Lead Generation, Product Management, Multi-channel Marketing, Email Marketing, Segmentation, Cross-functional Team..., Competitive Analysis, Product Marketing, Salesforce.com, Marketing Management, Integrated Marketing, Regulatory Compliance..., Event Management, Event Planning, Corporate Events, Marketing Strategy, Project Management, Business Development
Education
University of Colorado Boulder 1990 — 1993
BS - Business Administration
Arapahoe High School
Abby Hagen's Charles Schwab Experience October 2010 - July 2011
Job Marketing
Industry Marketing and Advertising
Experience
Marketplace Events June 2015 - Present
Jack Nadel International March 2014 - May 2015
Nordstrom December 2013 - May 2014
Jim Beam Brands July 2010 - October 2013
Perky Jerky January 2013 - September 2013
Charles Schwab October 2010 - July 2011
Alta Colleges August 2009 - October 2010
Skills
Top performer in sales..., Build Strong..., Microsoft Office, Strong writing skills, Teamwork, Persistence, Highly motivated..., Social Media, Sales, Public Speaking, Customer Service, Facebook, Marketing Strategy, Management, Leadership, Recruiting, Project Planning, Social Media Marketing, Marketing Communications, Market Research, PowerPoint, Marketing, Account Management, Event Planning
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
University of East Anglia 2005 — 2005
Marketplace Events June 2015 - Present
Jack Nadel International March 2014 - May 2015
Nordstrom December 2013 - May 2014
Jim Beam Brands July 2010 - October 2013
Perky Jerky January 2013 - September 2013
Charles Schwab October 2010 - July 2011
Alta Colleges August 2009 - October 2010
Skills
Top performer in sales..., Build Strong..., Microsoft Office, Strong writing skills, Teamwork, Persistence, Highly motivated..., Social Media, Sales, Public Speaking, Customer Service, Facebook, Marketing Strategy, Management, Leadership, Recruiting, Project Planning, Social Media Marketing, Marketing Communications, Market Research, PowerPoint, Marketing, Account Management, Event Planning
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
University of East Anglia 2005 — 2005
Nicole Sheehan's Charles Schwab Experience March 1999 - September 2004
Job Advertising Review Compliance Analyst
Industry Financial Services
Experience
NPC of America January 2012 - April 2015
J.P. Morgan August 2011 - December 2011
Pershing August 2007 - September 2010
International Assets Advisory March 2007 - July 2007
Digital Assurance Certification February 2005 - December 2006
Charles Schwab March 1999 - September 2004
The Money Store March 1992 - July 1998
Skills
Series 7, Financial Services, Investments, Leadership, Due Diligence, Series 63, Series 24, Series 53, Trade Compliance, Document Review, Securities, Trading, Broker-Dealer, Client Relations, Client Services, Strategic Planning, Investment Advisory, CRM, Customer Service, Finance, Retirement Planning, Analysis, Portfolio Management, FINRA, Mutual Funds, Bloomberg, Wealth Management, Management, Financial Advisory, Banking, Marketing, Asset Management
Education
Fred C. Beyer High School 1983 — 1987
Diploma
University of Central Florida
Completed certificate, CFP- Risk Management and Insurance
NPC of America January 2012 - April 2015
J.P. Morgan August 2011 - December 2011
Pershing August 2007 - September 2010
International Assets Advisory March 2007 - July 2007
Digital Assurance Certification February 2005 - December 2006
Charles Schwab March 1999 - September 2004
The Money Store March 1992 - July 1998
Skills
Series 7, Financial Services, Investments, Leadership, Due Diligence, Series 63, Series 24, Series 53, Trade Compliance, Document Review, Securities, Trading, Broker-Dealer, Client Relations, Client Services, Strategic Planning, Investment Advisory, CRM, Customer Service, Finance, Retirement Planning, Analysis, Portfolio Management, FINRA, Mutual Funds, Bloomberg, Wealth Management, Management, Financial Advisory, Banking, Marketing, Asset Management
Education
Fred C. Beyer High School 1983 — 1987
Diploma
University of Central Florida
Completed certificate, CFP- Risk Management and Insurance
Darryl de Vlugt's Charles Schwab Experience June 2011 - Present
Job Senior Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab December 2006 - June 2011
North American Clearing 2004 - 2006
Skills
Portfolio Management, Financial Analysis, Access, Mutual Funds, Securities, Investments, Customer Service, Series 7, Leadership, Financial Services, Risk Management, Equities, Series 63, FINRA, Management, Wealth Management
Education
University of Central Florida - College of Business Administration 2007 — 2012
Finance, Finance, General
Lake Mary High School 1998 — 2000
HS Diploma
Granada Hills High School 1997 — 1998
Charles Schwab June 2011 - Present
Charles Schwab December 2006 - June 2011
North American Clearing 2004 - 2006
Skills
Portfolio Management, Financial Analysis, Access, Mutual Funds, Securities, Investments, Customer Service, Series 7, Leadership, Financial Services, Risk Management, Equities, Series 63, FINRA, Management, Wealth Management
Education
University of Central Florida - College of Business Administration 2007 — 2012
Finance, Finance, General
Lake Mary High School 1998 — 2000
HS Diploma
Granada Hills High School 1997 — 1998
Richard M. Gayle's Charles Schwab Experience June 2002 - March 2005
Job Finance Manager, VP
Industry Banking
Experience
Wells Fargo May 2011 - Present
Wells Fargo December 2007 - May 2011
Wells Fargo August 2005 - December 2007
Charles Schwab June 2002 - March 2005
Charles Schwab May 1999 - June 2002
Skills
Financial Analysis, Finance, Investments, Portfolio Management, Financial Modeling, Strategic Financial..., Analytics, Banking, Analysis, Management, Credit, Financial Planning
Education
University of Central Florida 1999 — 2001
Master of Business Administration (M.B.A.), MIS / General Business
University of Central Florida 1997 — 1999
Bachelor of Science (BS), Economics; Finance
Wells Fargo May 2011 - Present
Wells Fargo December 2007 - May 2011
Wells Fargo August 2005 - December 2007
Charles Schwab June 2002 - March 2005
Charles Schwab May 1999 - June 2002
Skills
Financial Analysis, Finance, Investments, Portfolio Management, Financial Modeling, Strategic Financial..., Analytics, Banking, Analysis, Management, Credit, Financial Planning
Education
University of Central Florida 1999 — 2001
Master of Business Administration (M.B.A.), MIS / General Business
University of Central Florida 1997 — 1999
Bachelor of Science (BS), Economics; Finance
Tedd Nicholls, MBA's Charles Schwab Experience 1999 - 2001
Job Senior leader, innovator in strategy development, credit & collection, BA, BI, Project mgmt, call center
Industry Financial Services
Experience
TMJ Associates June 2008 - Present
IHS June 2012 - February 2014
GE / Avnet Technology Solutions 2006 - 2008
TekSystems 2004 - 2006
Expanets / Avaya 2003 - 2004
Qwest 2001 - 2003
Charles Schwab 1999 - 2001
Nextel 1995 - 1999
Motorola 1993 - 1995
Skills
Process Improvement, Strategy, Business Process..., Business Intelligence, Business Process, Vendor Management, Forecasting, Analysis, Management, Six Sigma, SAP, Avaya, Credit, Financial Analysis, Business Analysis, Call Centers, Management Consulting, Integration, CRM, Cross-functional Team..., MS Access, MS Excel, MS PowerPoint, Oracle Financials, Credit Analysis, Credit Scoring, Change Management, Strategy Development, Credit Risk, Performance Improvement, System Integration..., Thought Leadership, Debt Collection, BPO, Customer Relations, SAS, Siebel, Performance Analysis, Accounts Receivable, Call Center, Executive Management, Risk Management, Mentoring, Operations Management, Team Building, Leadership, Outsourcing, Training, Analytics
Education
University of Colorado Denver 2003 — 2008
MBA, Strategy, Data Mining, IT
University of Colorado Boulder 1985 — 1991
BA, International Relations, History
TMJ Associates June 2008 - Present
IHS June 2012 - February 2014
GE / Avnet Technology Solutions 2006 - 2008
TekSystems 2004 - 2006
Expanets / Avaya 2003 - 2004
Qwest 2001 - 2003
Charles Schwab 1999 - 2001
Nextel 1995 - 1999
Motorola 1993 - 1995
Skills
Process Improvement, Strategy, Business Process..., Business Intelligence, Business Process, Vendor Management, Forecasting, Analysis, Management, Six Sigma, SAP, Avaya, Credit, Financial Analysis, Business Analysis, Call Centers, Management Consulting, Integration, CRM, Cross-functional Team..., MS Access, MS Excel, MS PowerPoint, Oracle Financials, Credit Analysis, Credit Scoring, Change Management, Strategy Development, Credit Risk, Performance Improvement, System Integration..., Thought Leadership, Debt Collection, BPO, Customer Relations, SAS, Siebel, Performance Analysis, Accounts Receivable, Call Center, Executive Management, Risk Management, Mentoring, Operations Management, Team Building, Leadership, Outsourcing, Training, Analytics
Education
University of Colorado Denver 2003 — 2008
MBA, Strategy, Data Mining, IT
University of Colorado Boulder 1985 — 1991
BA, International Relations, History
Umair Asghar Umair Asghar's Charles Schwab Experience January 2013 - August 2014
Job Business System Analyst at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Charles Schwab January 2013 - August 2014
BOK Financial January 2011 - December 2012
Skills
Business Analysis, Requirements Analysis, Project Management, Integration, Business Process, SDLC, Systems Analysis, Business Requirements, Requirements Gathering, Software Documentation, Process Improvement, UML, Visio, Functional Testing, User Acceptance Testing, System Deployment, Troubleshooting, Information Technology, Visual Studio, Crystal Reports, Databases, SQL Server Management..., MySQL, T-SQL, SQL, Data Analysis, Data Mapping, ETL, ERP, SAP, ASP.NET, HTML, XML, COBOL, Financial Services, Loan Servicing, Loan Modifications, HAMP, Business Intelligence
Education
University of Central Oklahoma 2006 — 2010
Bachelor’s Degree, Accounting and Finance
Wells Fargo Home Mortgage August 2014 - Present
Charles Schwab January 2013 - August 2014
BOK Financial January 2011 - December 2012
Skills
Business Analysis, Requirements Analysis, Project Management, Integration, Business Process, SDLC, Systems Analysis, Business Requirements, Requirements Gathering, Software Documentation, Process Improvement, UML, Visio, Functional Testing, User Acceptance Testing, System Deployment, Troubleshooting, Information Technology, Visual Studio, Crystal Reports, Databases, SQL Server Management..., MySQL, T-SQL, SQL, Data Analysis, Data Mapping, ETL, ERP, SAP, ASP.NET, HTML, XML, COBOL, Financial Services, Loan Servicing, Loan Modifications, HAMP, Business Intelligence
Education
University of Central Oklahoma 2006 — 2010
Bachelor’s Degree, Accounting and Finance
Susan Poss Susan Poss's Charles Schwab Experience 1999 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Education
University of Central Florida - College of Business Administration
Management Information Systems
Charles Schwab 1999 - Present
Education
University of Central Florida - College of Business Administration
Management Information Systems
Jeff Creek, CFA Jeff Creek, CFA's Charles Schwab Experience 1987 - 1996
Job Investment Research | Financial Services | Portfolio Management
Industry Financial Services
Experience
Currently Seeking Next Great Opportunity September 2015 - Present
Hengehold Capital Management, LLC 2000 - 2015
Fidelity Investments 1996 - 2000
Charles Schwab 1987 - 1996
Skills
Portfolio Management, Investments, Strategic Planning, Management, Strategy, Asset Allocation, Finance, Analysis, Sales, Investment Strategies, Financial Analysis, Mutual Funds, Security Analysis
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance
University of Cincinnati
Bachelor’s Degree, Finance
Currently Seeking Next Great Opportunity September 2015 - Present
Hengehold Capital Management, LLC 2000 - 2015
Fidelity Investments 1996 - 2000
Charles Schwab 1987 - 1996
Skills
Portfolio Management, Investments, Strategic Planning, Management, Strategy, Asset Allocation, Finance, Analysis, Sales, Investment Strategies, Financial Analysis, Mutual Funds, Security Analysis
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance
University of Cincinnati
Bachelor’s Degree, Finance
Alexandra Seifert Alexandra Seifert's Charles Schwab Experience 2001 - 2001
Job Senior Vice President of Marketing at 361 Capital
Industry Financial Services
Experience
361 Capital May 2015 - Present
Janus Capital Group May 2013 - February 2015
Janus Capital Group March 2008 - May 2013
Janus Capital Group December 2006 - March 2008
Janus Capital Group December 2004 - December 2006
Charles Schwab 2001 - 2001
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab 1994 - 1997
Skills
Strategy, Integrated Marketing, Financial Services, Product Marketing, Mutual Funds, Competitive Analysis, Direct Marketing, Leadership, Digital Marketing
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), English, French
361 Capital May 2015 - Present
Janus Capital Group May 2013 - February 2015
Janus Capital Group March 2008 - May 2013
Janus Capital Group December 2006 - March 2008
Janus Capital Group December 2004 - December 2006
Charles Schwab 2001 - 2001
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Charles Schwab 1994 - 1997
Skills
Strategy, Integrated Marketing, Financial Services, Product Marketing, Mutual Funds, Competitive Analysis, Direct Marketing, Leadership, Digital Marketing
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), English, French
Krishna Addala Krishna Addala's Charles Schwab Experience November 2013 - February 2014
Job Business Intelligence Consultant
Industry Information Technology and Services
Experience
Salesforce August 2015 - Present
LSI Consulting April 2014 - August 2015
Cardinal Health March 2014 - April 2014
Charles Schwab November 2013 - February 2014
Penn State Milton S. Hershey Medical Center August 2013 - October 2013
JPMorgan Chase & Co. January 2013 - August 2013
Cardinal Health November 2011 - January 2013
Pearson Education February 2011 - October 2011
Smith & Nephew Orthopaedics January 2011 - February 2011
Unique key Resources, Inc September 2010 - December 2010
Skills
Data Warehousing, Business Objects, Oracle, Teradata Data Warehouse, Requirements Analysis, Requirements Gathering, SAP BI, SAP BW, Tableau, Business Objects..., OLAP, Higher Education, Healthcare Industry, Finance, SDLC, Business Analysis, Business Intelligence, Crystal Reports, SQL, Dashboard, SAP ERP, Consulting, Business Process, ERP, Enterprise Software, Web Intelligence, Microsoft SQL Server
Education
University of Central Missouri 2008 — 2010
Master's degree, Industrial Engineering, 3.66
Salesforce August 2015 - Present
LSI Consulting April 2014 - August 2015
Cardinal Health March 2014 - April 2014
Charles Schwab November 2013 - February 2014
Penn State Milton S. Hershey Medical Center August 2013 - October 2013
JPMorgan Chase & Co. January 2013 - August 2013
Cardinal Health November 2011 - January 2013
Pearson Education February 2011 - October 2011
Smith & Nephew Orthopaedics January 2011 - February 2011
Unique key Resources, Inc September 2010 - December 2010
Skills
Data Warehousing, Business Objects, Oracle, Teradata Data Warehouse, Requirements Analysis, Requirements Gathering, SAP BI, SAP BW, Tableau, Business Objects..., OLAP, Higher Education, Healthcare Industry, Finance, SDLC, Business Analysis, Business Intelligence, Crystal Reports, SQL, Dashboard, SAP ERP, Consulting, Business Process, ERP, Enterprise Software, Web Intelligence, Microsoft SQL Server
Education
University of Central Missouri 2008 — 2010
Master's degree, Industrial Engineering, 3.66
Brent Bastian's Charles Schwab Experience March 2013 - May 2014
Job Director of Operations at Buttonwood Financial Group
Industry Financial Services
Experience
Buttonwood Financial Group, LLC March 2015 - Present
Buttonwood Financial Group, LLC June 2014 - February 2015
Charles Schwab March 2013 - May 2014
Charles Schwab September 2011 - March 2013
State Street Bank & Trust May 2010 - September 2011
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Technical Analysis, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Bloomberg, Fixed Income, Equities, Salesforce.com, Customer Service, Securities, Leadership, Investment Management, Process Improvement, Microsoft Excel, Microsoft Office, Asset Management, Finance
Education
University of Central Missouri 2013 — 2015
Master of Business Administration (M.B.A.), Ethical Strategic Leadership
University of Central Missouri 2007 — 2010
Bachelor of Science, Business Administration; Accounting
University of Missouri 2006 — 2007
Bachelor of Science (BS), Accounting
Buttonwood Financial Group, LLC March 2015 - Present
Buttonwood Financial Group, LLC June 2014 - February 2015
Charles Schwab March 2013 - May 2014
Charles Schwab September 2011 - March 2013
State Street Bank & Trust May 2010 - September 2011
Skills
Portfolio Management, Investments, Wealth Management, Strategic Financial..., Financial Services, Relationship Management, Financial Analysis, Technical Analysis, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Bloomberg, Fixed Income, Equities, Salesforce.com, Customer Service, Securities, Leadership, Investment Management, Process Improvement, Microsoft Excel, Microsoft Office, Asset Management, Finance
Education
University of Central Missouri 2013 — 2015
Master of Business Administration (M.B.A.), Ethical Strategic Leadership
University of Central Missouri 2007 — 2010
Bachelor of Science, Business Administration; Accounting
University of Missouri 2006 — 2007
Bachelor of Science (BS), Accounting
Marina Beckler's Charles Schwab Experience June 2013 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
Orlando Magic April 2010 - May 2014
The Ritz-Carlton Hotel Company LLC May 2011 - June 2013
Philadelphia Phillies/Clearwater Threshers February 2010 - March 2012
Margaritaville June 2009 - May 2011
White Rose Entertainment October 2007 - April 2008
Skills
Customer Service, Hotels, Long-term Customer..., Guest Service Management, Retail Sales, Organization, Time Management, Team Leadership, Multi Tasking, Up-selling, Telephone Reception, Microsoft Excel, Communication, Team Building, Hospitality, Event Management, Sports, Event Planning, Marketing, Sports Marketing, Facebook, Retail, Social Networking
Education
University of Central Florida 2007 — 2009
Bachelor of Science (B.S.), Event Management
Charles Schwab June 2013 - Present
Orlando Magic April 2010 - May 2014
The Ritz-Carlton Hotel Company LLC May 2011 - June 2013
Philadelphia Phillies/Clearwater Threshers February 2010 - March 2012
Margaritaville June 2009 - May 2011
White Rose Entertainment October 2007 - April 2008
Skills
Customer Service, Hotels, Long-term Customer..., Guest Service Management, Retail Sales, Organization, Time Management, Team Leadership, Multi Tasking, Up-selling, Telephone Reception, Microsoft Excel, Communication, Team Building, Hospitality, Event Management, Sports, Event Planning, Marketing, Sports Marketing, Facebook, Retail, Social Networking
Education
University of Central Florida 2007 — 2009
Bachelor of Science (B.S.), Event Management
John Eaton's Charles Schwab Experience 2002 - 2005
Job Account Manager, Western U.S. at Visage Mobile
Industry Computer Software
Experience
Visage Mobile 2014 - Present
Act-On Software, Inc. 2013 - 2014
National Restaurant Association 2012 - 2013
Cisco Systems 2005 - 2009
Charles Schwab 2002 - 2005
Charles Schwab 1999 - 2002
Skills
Building Relationships, Sales Process, Business Strategy, SaaS, Social Media, Operations Management, Sales Management, New Business Development, Selling, Start-ups, Strategy, Sales Operations, Enterprise Software, Product Development, Cloud Computing, Sales, Marketing, Salesforce.com, B2B, Leadership, Management, Direct Sales, Business Development, Strategic Planning, Solution Selling, Recruiting, Strategic Partnerships, CRM, Account Management, Cold Calling, Channel Partners, Product Marketing, Competitive Analysis, Go-to-market Strategy, Lead Generation, Demand Generation, Key Account Management, Product Management, Unified Communications, Cross-functional Team..., Professional Services, Sales Enablement, Partner Management, Business Alliances, Software Industry, Customer Retention, Marketing Automation, Marketing Strategy
Education
University of Colorado at Boulder 1986 — 1990
Business Administration and Management
University of Colorado Boulder
Visage Mobile 2014 - Present
Act-On Software, Inc. 2013 - 2014
National Restaurant Association 2012 - 2013
Cisco Systems 2005 - 2009
Charles Schwab 2002 - 2005
Charles Schwab 1999 - 2002
Skills
Building Relationships, Sales Process, Business Strategy, SaaS, Social Media, Operations Management, Sales Management, New Business Development, Selling, Start-ups, Strategy, Sales Operations, Enterprise Software, Product Development, Cloud Computing, Sales, Marketing, Salesforce.com, B2B, Leadership, Management, Direct Sales, Business Development, Strategic Planning, Solution Selling, Recruiting, Strategic Partnerships, CRM, Account Management, Cold Calling, Channel Partners, Product Marketing, Competitive Analysis, Go-to-market Strategy, Lead Generation, Demand Generation, Key Account Management, Product Management, Unified Communications, Cross-functional Team..., Professional Services, Sales Enablement, Partner Management, Business Alliances, Software Industry, Customer Retention, Marketing Automation, Marketing Strategy
Education
University of Colorado at Boulder 1986 — 1990
Business Administration and Management
University of Colorado Boulder
Brendan Bradley's Charles Schwab Experience January 2011 - March 2011
Job Associate Project Manager at SDL plc
Industry Translation and Localization
Experience
SDL plc August 2015 - Present
ENLASO November 2014 - August 2015
Your Event, Inc. October 2013 - October 2014
Hiroshima Toyo Carp April 2011 - July 2013
Charles Schwab January 2011 - March 2011
Kroenke Sports Enterprises June 2008 - March 2011
Universal Cheerleaders Association May 2009 - August 2010
Performance Bicycle Company June 2007 - August 2009
Skills
Market Analysis, International Relations, International Marketing, Sports Marketing, Event Planning, Sports, Facebook, Social Media, Event Management, Social Media Marketing, Marketing, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Networking, Leadership
Education
University of Colorado at Boulder 2006 — 2010
International Affairs, Business, Economics, Spanish, Peace and Conflict Studies
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
International Affairs, International Affairs: Economics, Business and Spanish
CCHS 2002 — 2006
SDL plc August 2015 - Present
ENLASO November 2014 - August 2015
Your Event, Inc. October 2013 - October 2014
Hiroshima Toyo Carp April 2011 - July 2013
Charles Schwab January 2011 - March 2011
Kroenke Sports Enterprises June 2008 - March 2011
Universal Cheerleaders Association May 2009 - August 2010
Performance Bicycle Company June 2007 - August 2009
Skills
Market Analysis, International Relations, International Marketing, Sports Marketing, Event Planning, Sports, Facebook, Social Media, Event Management, Social Media Marketing, Marketing, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Social Networking, Leadership
Education
University of Colorado at Boulder 2006 — 2010
International Affairs, Business, Economics, Spanish, Peace and Conflict Studies
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
International Affairs, International Affairs: Economics, Business and Spanish
CCHS 2002 — 2006
Craig Marschinke Craig Marschinke's Charles Schwab Experience 1996 - 2007
Job VP Product Management at LPL Financial
Industry Financial Services
Experience
LPL 2007 - Present
Charles Schwab 1996 - 2007
UPS 1988 - 1997
Skills
Lean Transformation, Project Management, Program Management, Risk Management, Strategic Planning, Business Process..., Wealth Management, Securities, Series 63, Series 7, Agile Methodologies, Mutual Funds, Financial Analysis, Financial Modeling
Education
University of Central Florida - College of Business Administration 1988 — 1992
BS, Finance
LPL 2007 - Present
Charles Schwab 1996 - 2007
UPS 1988 - 1997
Skills
Lean Transformation, Project Management, Program Management, Risk Management, Strategic Planning, Business Process..., Wealth Management, Securities, Series 63, Series 7, Agile Methodologies, Mutual Funds, Financial Analysis, Financial Modeling
Education
University of Central Florida - College of Business Administration 1988 — 1992
BS, Finance
Stephen Jablonski Stephen Jablonski's Charles Schwab Experience June 2013 - Present
Job Director, Operational Risk at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab June 2013 - Present
Janus Capital Group January 2012 - June 2013
Janus Capital Group January 2011 - January 2012
Janus Capital Group August 2010 - January 2011
reVision, Inc May 2001 - August 2010
Qwest Communications July 2000 - May 2001
DataTrend June 2000 - May 2001
McKesson January 1999 - June 2000
Dean Evans and Associates January 1998 - December 1998
Hemisphere Online, Inc. 1994 - 1998
Skills
Process Improvement, Project Management, Project Portfolio..., Project Governance, Governance, Data Warehousing, Microsoft SQL Server, Enterprise Architecture, Operational Risk..., IT Risk Management, COBIT, Database Design, Database Administration, Software Development, PMP, GIS, Team Management, Project Finance, Strategic Planning, IT Strategy, Business Intelligence, Performance Dashboards, Metrics, KPI implementation, Report Writing, T-SQL, Product Development, Technology Change..., Program Management, Business Analysis, Information Governance, Data Governance, Knowledge Management, Analytics, Data Mining, Integration, Requirements Analysis, Business Process..., Databases, SDLC, PMO, Vendor Management, Disaster Recovery, Business Process, IT Management, Business Continuity, Requirements Gathering, Solution Architecture
Education
University of Colorado Denver 2007 — 2009
MBA, Business
University of Colorado Boulder 1991 — 1995
BA, English
Charles Schwab June 2013 - Present
Janus Capital Group January 2012 - June 2013
Janus Capital Group January 2011 - January 2012
Janus Capital Group August 2010 - January 2011
reVision, Inc May 2001 - August 2010
Qwest Communications July 2000 - May 2001
DataTrend June 2000 - May 2001
McKesson January 1999 - June 2000
Dean Evans and Associates January 1998 - December 1998
Hemisphere Online, Inc. 1994 - 1998
Skills
Process Improvement, Project Management, Project Portfolio..., Project Governance, Governance, Data Warehousing, Microsoft SQL Server, Enterprise Architecture, Operational Risk..., IT Risk Management, COBIT, Database Design, Database Administration, Software Development, PMP, GIS, Team Management, Project Finance, Strategic Planning, IT Strategy, Business Intelligence, Performance Dashboards, Metrics, KPI implementation, Report Writing, T-SQL, Product Development, Technology Change..., Program Management, Business Analysis, Information Governance, Data Governance, Knowledge Management, Analytics, Data Mining, Integration, Requirements Analysis, Business Process..., Databases, SDLC, PMO, Vendor Management, Disaster Recovery, Business Process, IT Management, Business Continuity, Requirements Gathering, Solution Architecture
Education
University of Colorado Denver 2007 — 2009
MBA, Business
University of Colorado Boulder 1991 — 1995
BA, English
Jacob Witkowski QKA Jacob Witkowski QKA's Charles Schwab Experience January 2011 - November 2013
Job Director, Internal Sales Team at PNC Capital Advisors
Industry Financial Services
Experience
PNC Capital Advisors December 2014 - Present
PNC Capital Advisors November 2013 - Present
Charles Schwab January 2011 - November 2013
Northwestern Mutual January 2008 - January 2011
New York Life Insurance Company October 2006 - January 2008
Charles Schwab July 2003 - July 2005
Charles Schwab May 2002 - July 2003
Integrated Funds Services 2001 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Investments, Series 6, Securities, Series 63, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Equities, Investment Advisory, Financial Planners, Insurance, series 66, Series 24
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
PNC Capital Advisors December 2014 - Present
PNC Capital Advisors November 2013 - Present
Charles Schwab January 2011 - November 2013
Northwestern Mutual January 2008 - January 2011
New York Life Insurance Company October 2006 - January 2008
Charles Schwab July 2003 - July 2005
Charles Schwab May 2002 - July 2003
Integrated Funds Services 2001 - 2002
Skills
Mutual Funds, Retirement Planning, 401k, Investments, Series 6, Securities, Series 63, Series 7, Retirement, Asset Allocation, Pensions, ERISA, Wealth Management, Strategic Financial..., Portfolio Management, Asset Managment, Equities, Investment Advisory, Financial Planners, Insurance, series 66, Series 24
Education
University of Cincinnati College of Business 1997 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Samantha Takahashi's Charles Schwab Experience September 2012 - Present
Job Government Administration Professional
Industry Government Administration
Experience
Charles Schwab September 2012 - Present
Osceola Sheriff's Office 2000 - August 2015
Department of Veterans Affairs August 2011 - December 2011
Winter Park Memorial Hospital February 2010 - August 2011
Skills
Policy, Administration, Healthcare, Non-profits, Microsoft Office
Education
University of Central Florida 2007 — 2011
Masters, Health Administration
Charles Schwab September 2012 - Present
Osceola Sheriff's Office 2000 - August 2015
Department of Veterans Affairs August 2011 - December 2011
Winter Park Memorial Hospital February 2010 - August 2011
Skills
Policy, Administration, Healthcare, Non-profits, Microsoft Office
Education
University of Central Florida 2007 — 2011
Masters, Health Administration
Cappy Raulerson, MSM, PMP® Cappy Raulerson, MSM, PMP®'s Charles Schwab Experience 1997 - 2000
Job Project Manager, IT PMO at Brambles
Industry Logistics and Supply Chain
Experience
Brambles October 2011 - Present
CHEP March 2010 - October 2011
CHEP April 2009 - March 2010
CHEP May 2008 - April 2009
CHEP South Africa January 2008 - July 2008
CHEP Australia April 2007 - December 2007
CHEP November 2005 - April 2007
CHEP June 2002 - November 2005
Northwestern Mutual June 2001 - June 2002
Charles Schwab 1997 - 2000
Skills
Project Management, Business Analysis, Analysis, PMO, Requirements Analysis, Six Sigma, MIS, Project Implementation, Logistics, Budgeting, Supply Chain, Process Improvement, Software Project..., Supply Chain Management, Inventory Management, PMP, Customer Service, Testing, Project Plans, Documentation, Siebel, Microsoft Office, Risk, Change Management, Business Process, Problem Solving, Business Strategy, Financial Analysis, Financial Modeling, Lean Tools, Budgets, Software Documentation, Vendor Management, Business Intelligence, Leadership, Operations Management, Strategy, ERP, Management, SAP, Training, Business Process..., Project Planning, Performance Management, Supply Chain..., SAP BW, SAP ERP, Lean Manufacturing, Business Transformation, Process Engineering
Education
AtTask PM Class 2011 — 2011
University of Central Florida - College of Business Administration 2004 — 2005
Masters, Information Systems Management
University of Central Florida - College of Business Administration 1994 — 1996
Bachelors, Business Administration
Okeechobee High School 1989 — 1992
High School Diploma, General
Brambles October 2011 - Present
CHEP March 2010 - October 2011
CHEP April 2009 - March 2010
CHEP May 2008 - April 2009
CHEP South Africa January 2008 - July 2008
CHEP Australia April 2007 - December 2007
CHEP November 2005 - April 2007
CHEP June 2002 - November 2005
Northwestern Mutual June 2001 - June 2002
Charles Schwab 1997 - 2000
Skills
Project Management, Business Analysis, Analysis, PMO, Requirements Analysis, Six Sigma, MIS, Project Implementation, Logistics, Budgeting, Supply Chain, Process Improvement, Software Project..., Supply Chain Management, Inventory Management, PMP, Customer Service, Testing, Project Plans, Documentation, Siebel, Microsoft Office, Risk, Change Management, Business Process, Problem Solving, Business Strategy, Financial Analysis, Financial Modeling, Lean Tools, Budgets, Software Documentation, Vendor Management, Business Intelligence, Leadership, Operations Management, Strategy, ERP, Management, SAP, Training, Business Process..., Project Planning, Performance Management, Supply Chain..., SAP BW, SAP ERP, Lean Manufacturing, Business Transformation, Process Engineering
Education
AtTask PM Class 2011 — 2011
University of Central Florida - College of Business Administration 2004 — 2005
Masters, Information Systems Management
University of Central Florida - College of Business Administration 1994 — 1996
Bachelors, Business Administration
Okeechobee High School 1989 — 1992
High School Diploma, General
Aaron Schneider Aaron Schneider's Charles Schwab Experience June 2012 - May 2014
Job Account Manager at Windstream Communications
Industry Financial Services
Experience
Windstream Communications May 2014 - Present
Charles Schwab June 2012 - May 2014
CenturyLink March 1999 - September 2011
Marriott Hotels January 1997 - January 1999
Skills
Call Center, Process Improvement, Sales Management, International Business, Outsourcing, Operations Management, Telecommunications, Hospitality, Vendor Relations, Systems Conversion, Hotels, International, Team Management, Wireless, Management, Strategic Planning, PMO, Team Building, Sales, Strategy, Customer Retention, Business Planning, Call Centers, Managed Services, Vendor Management, Analysis, Time Management, Contract Management, Customer Service, Direct Sales, Account Management, Business Analysis, Program Management, Project Management, Budgets, Leadership, Training, Forecasting, Sales Operations, Customer Satisfaction, Team Leadership, Retail, Cross-functional Team..., VoIP, Business Process..., Pricing, Business Development, Negotiation, Project Planning, CRM
Education
University of Central Florida - College of Business Administration 1992 — 1996
Management
North Fort Myers High School
Windstream Communications May 2014 - Present
Charles Schwab June 2012 - May 2014
CenturyLink March 1999 - September 2011
Marriott Hotels January 1997 - January 1999
Skills
Call Center, Process Improvement, Sales Management, International Business, Outsourcing, Operations Management, Telecommunications, Hospitality, Vendor Relations, Systems Conversion, Hotels, International, Team Management, Wireless, Management, Strategic Planning, PMO, Team Building, Sales, Strategy, Customer Retention, Business Planning, Call Centers, Managed Services, Vendor Management, Analysis, Time Management, Contract Management, Customer Service, Direct Sales, Account Management, Business Analysis, Program Management, Project Management, Budgets, Leadership, Training, Forecasting, Sales Operations, Customer Satisfaction, Team Leadership, Retail, Cross-functional Team..., VoIP, Business Process..., Pricing, Business Development, Negotiation, Project Planning, CRM
Education
University of Central Florida - College of Business Administration 1992 — 1996
Management
North Fort Myers High School
Yasmani Santana Yasmani Santana's Charles Schwab Experience August 2010 - Present
Job Team Manager Advisor Services at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
GMAC Insurance August 2007 - August 2010
Hertz June 2005 - August 2006
Skills
FINRA Series 66, FINRA Series 9/10, Alternative Investments, Series 7, FINRA, Mutual Funds, Securities, Customer Service, Management, Leadership
Education
University of Central Florida 2006 — 2007
Master of Business Administration
University of Miami 2001 — 2005
BBA, Political Science
Charles Schwab August 2010 - Present
GMAC Insurance August 2007 - August 2010
Hertz June 2005 - August 2006
Skills
FINRA Series 66, FINRA Series 9/10, Alternative Investments, Series 7, FINRA, Mutual Funds, Securities, Customer Service, Management, Leadership
Education
University of Central Florida 2006 — 2007
Master of Business Administration
University of Miami 2001 — 2005
BBA, Political Science
G. Jeremy Ryckman G. Jeremy Ryckman's Charles Schwab Experience February 2013 - Present
Job Director, Corporate Risk Management at Charles Schwab, CFA Level III Candidate
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
HSBC May 2010 - January 2013
FIS November 2006 - April 2010
PricewaterhouseCoopers 2006 - 2006
RedChip Companies 2005 - 2005
Entrust Administration Services 2005 - 2005
Skills
Private Banking, Financial Technology, Sales, Financial Analysis, Risk Management, Operational Risk..., Management, Retail Banking, Business Analysis, Operational Risk, Finance, Internal Audit, Business Process..., Executive Management, Financial Risk, Financial Services, Process Improvement, Portfolio Management, Financial Audits, Banking, Internal Controls
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors, Economics and Finance
Charles Schwab February 2013 - Present
HSBC May 2010 - January 2013
FIS November 2006 - April 2010
PricewaterhouseCoopers 2006 - 2006
RedChip Companies 2005 - 2005
Entrust Administration Services 2005 - 2005
Skills
Private Banking, Financial Technology, Sales, Financial Analysis, Risk Management, Operational Risk..., Management, Retail Banking, Business Analysis, Operational Risk, Finance, Internal Audit, Business Process..., Executive Management, Financial Risk, Financial Services, Process Improvement, Portfolio Management, Financial Audits, Banking, Internal Controls
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelors, Economics and Finance
Annika Lanning's Charles Schwab Experience February 2008 - February 2010
Job Chemical Technician at Oil and Gas
Industry Information Technology and Services
Experience
Oil and Gas April 2014 - Present
Urban Lending Solutions March 2012 - July 2013
Charles Schwab February 2008 - February 2010
Skills
SQL, Spotfire, DBA, VBA, Business Development, Strategic Planning, Project Management, Finance, Leadership, Training, Team Leadership, Analysis, Microsoft Excel, Business Analysis, Marketing Strategy, Strategy, Management, Financial Analysis, Business Strategy, Banking, Process Improvement, Data Analysis, Salesforce.com, New Business Development, Start-ups, Recruiting, Risk Management, Marketing, Budgets, Access, SharePoint, Oil and Gas Chemical..., Toad, Google Docs, Database Design, Relational Databases
Education
University of Colorado at Denver
MBA, Business
University of Colorado Boulder 2000 — 2004
B.A., Psychology
Oil and Gas April 2014 - Present
Urban Lending Solutions March 2012 - July 2013
Charles Schwab February 2008 - February 2010
Skills
SQL, Spotfire, DBA, VBA, Business Development, Strategic Planning, Project Management, Finance, Leadership, Training, Team Leadership, Analysis, Microsoft Excel, Business Analysis, Marketing Strategy, Strategy, Management, Financial Analysis, Business Strategy, Banking, Process Improvement, Data Analysis, Salesforce.com, New Business Development, Start-ups, Recruiting, Risk Management, Marketing, Budgets, Access, SharePoint, Oil and Gas Chemical..., Toad, Google Docs, Database Design, Relational Databases
Education
University of Colorado at Denver
MBA, Business
University of Colorado Boulder 2000 — 2004
B.A., Psychology
Linda Legeza, CPA, PMP, Six Sigma Black Belt's Charles Schwab Experience January 2011 - December 2011
Job Consulting Senior Project Manager seeking next project
Industry Information Technology and Services
Experience
PNC September 2014 - June 2015
KeyBank March 2014 - August 2014
Vitamix March 2013 - March 2014
KeyBank January 2012 - March 2013
Charles Schwab January 2011 - December 2011
KeyBank May 2010 - January 2011
Mirifex LLC July 2005 - May 2009
National City Bank 2006 - 2008
National City Bank 2006 - 2008
Cliffs Natural Resources July 2005 - December 2005
Skills
PMP, Project Management, Cross-functional Team..., PMO, Six Sigma, IT Management, Program Management, Project Manager..., Information Technology, Process Improvement, Team Management, Vendor Management, Training, Management, Project Portfolio..., Business Development, Leadership, SDLC, Business Process..., Enterprise Software, Customer Service, Banking, Insurance, Disaster Recovery, Outsourcing, ERP, Marketing, IT Service Management, Healthcare, Youth Leadership, IT Service Delivery, PMO Development, ITIL, Business Process, Strategic Roadmaps, Business Analysis, Budgets, Communication Skills, Organizational Change..., CA Clarity, MS Project, PMLC, Visio, Managing Large Budgets, Virtual Teams, Data Center..., IT Infrastructure..., Network Infrastructure, Black Belt
Education
University of Cincinnati College of Business
Bachelor of Business Administration, Accounting and Marketing, Graduated Summa Cum Laude
PNC September 2014 - June 2015
KeyBank March 2014 - August 2014
Vitamix March 2013 - March 2014
KeyBank January 2012 - March 2013
Charles Schwab January 2011 - December 2011
KeyBank May 2010 - January 2011
Mirifex LLC July 2005 - May 2009
National City Bank 2006 - 2008
National City Bank 2006 - 2008
Cliffs Natural Resources July 2005 - December 2005
Skills
PMP, Project Management, Cross-functional Team..., PMO, Six Sigma, IT Management, Program Management, Project Manager..., Information Technology, Process Improvement, Team Management, Vendor Management, Training, Management, Project Portfolio..., Business Development, Leadership, SDLC, Business Process..., Enterprise Software, Customer Service, Banking, Insurance, Disaster Recovery, Outsourcing, ERP, Marketing, IT Service Management, Healthcare, Youth Leadership, IT Service Delivery, PMO Development, ITIL, Business Process, Strategic Roadmaps, Business Analysis, Budgets, Communication Skills, Organizational Change..., CA Clarity, MS Project, PMLC, Visio, Managing Large Budgets, Virtual Teams, Data Center..., IT Infrastructure..., Network Infrastructure, Black Belt
Education
University of Cincinnati College of Business
Bachelor of Business Administration, Accounting and Marketing, Graduated Summa Cum Laude
Kelly Day's Charles Schwab Experience June 2008 - Present
Job Manager, Talent Acquisition
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
Charles Schwab May 2007 - June 2008
Spencer Reed Group November 2006 - May 2007
SigmaTek Consulting November 2004 - February 2006
Manpower 2006 - 2006
Currier Professional Services, Inc October 2000 - November 2004
RCG IT 1998 - 1999
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology
Ridgefield High School 1989 — 1993
Charles Schwab June 2008 - Present
Charles Schwab May 2007 - June 2008
Spencer Reed Group November 2006 - May 2007
SigmaTek Consulting November 2004 - February 2006
Manpower 2006 - 2006
Currier Professional Services, Inc October 2000 - November 2004
RCG IT 1998 - 1999
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology
Ridgefield High School 1989 — 1993
JoAnn Tracht-Rawson's Charles Schwab Experience 1994 - 2005
Job Communication Manager at Medical Insurance Exchange of California
Industry Insurance
Experience
Medical Insurance Exchange of California October 2005 - Present
Charles Schwab 1994 - 2005
Skills
Advertising, Editing, Corporate Communications, Integrated Marketing, Marketing Communications, Direct Mail
Education
University of Cincinnati 1976 — 1981
Medical Insurance Exchange of California October 2005 - Present
Charles Schwab 1994 - 2005
Skills
Advertising, Editing, Corporate Communications, Integrated Marketing, Marketing Communications, Direct Mail
Education
University of Cincinnati 1976 — 1981
Junying (Joy) Wu's Charles Schwab Experience April 2005 - March 2014
Job Sr. Marketing Analytics Specialist
Industry Insurance
Experience
CSAA Insurance Group March 2014 - Present
Charles Schwab April 2005 - March 2014
California State University, Sacramento August 2003 - May 2006
J.D. Power and Associates August 2004 - March 2005
Omnicare Inc. June 2000 - September 2000
Skills
Data Analysis, Analytics, SAS, Analysis, Business Analysis, SQL, Business Intelligence, Database Marketing, CRM, Data Mining
Education
University of Cincinnati College of Business 1999 — 2003
MS, Quantitative Analysis
CSAA Insurance Group March 2014 - Present
Charles Schwab April 2005 - March 2014
California State University, Sacramento August 2003 - May 2006
J.D. Power and Associates August 2004 - March 2005
Omnicare Inc. June 2000 - September 2000
Skills
Data Analysis, Analytics, SAS, Analysis, Business Analysis, SQL, Business Intelligence, Database Marketing, CRM, Data Mining
Education
University of Cincinnati College of Business 1999 — 2003
MS, Quantitative Analysis
Greg McDaniel's Charles Schwab Experience May 2015 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Fidelity Investments 1991 - March 2015
Skills
Mutual Funds, Series 63, 401k, Financial Services, Investments, Retirement, Relationship Management, Asset Allocation, Strategic Planning, Leadership, Employee Benefits, Retirement Planning
Education
University of Cincinnati
Bachelor of Science, Marketing
Charles Schwab May 2015 - Present
Fidelity Investments 1991 - March 2015
Skills
Mutual Funds, Series 63, 401k, Financial Services, Investments, Retirement, Relationship Management, Asset Allocation, Strategic Planning, Leadership, Employee Benefits, Retirement Planning
Education
University of Cincinnati
Bachelor of Science, Marketing
Melissa Newton, PMP, MCP, CIW's Charles Schwab Experience July 2014 - September 2015
Job Project Portfolio Manager at Cavalry Solutions, LLC
Industry Information Technology and Services
Experience
Cavalry Solutions, LLC October 2015 - Present
Charles Schwab July 2014 - September 2015
Stewart Information Technology October 2008 - June 2014
Stewart Professional Solutions May 2005 - October 2008
Stewart Professional Solutions September 2001 - May 2005
DR Horton 2000 - 2001
Skills
SOX, Budgeting, Data Center, SharePoint, IT Management, Analysis, MS Project, Certified Project..., Business Analysis, Microsoft Technologies, ROI development, Enterprise Risk..., Requirements Analysis, Sarbanes-Oxley Act, Budgets, Visio, Project Management, Software Documentation, Return on Investment, Cross-functional Team..., Strategy, Integration, Management, Disaster Recovery, Business Process, PMP, SDLC, Process Improvement, Program Management, Leadership, Enterprise Software, Project Planning, Microsoft Project, Vendor Management, Information Technology, Business Process..., Virtualization, IT Strategy, Consulting, Networking, Business Intelligence, Change Management, Windows Server, System Deployment, Team Leadership
Education
University of Colorado Boulder 1994 — 1998
BS
Cavalry Solutions, LLC October 2015 - Present
Charles Schwab July 2014 - September 2015
Stewart Information Technology October 2008 - June 2014
Stewart Professional Solutions May 2005 - October 2008
Stewart Professional Solutions September 2001 - May 2005
DR Horton 2000 - 2001
Skills
SOX, Budgeting, Data Center, SharePoint, IT Management, Analysis, MS Project, Certified Project..., Business Analysis, Microsoft Technologies, ROI development, Enterprise Risk..., Requirements Analysis, Sarbanes-Oxley Act, Budgets, Visio, Project Management, Software Documentation, Return on Investment, Cross-functional Team..., Strategy, Integration, Management, Disaster Recovery, Business Process, PMP, SDLC, Process Improvement, Program Management, Leadership, Enterprise Software, Project Planning, Microsoft Project, Vendor Management, Information Technology, Business Process..., Virtualization, IT Strategy, Consulting, Networking, Business Intelligence, Change Management, Windows Server, System Deployment, Team Leadership
Education
University of Colorado Boulder 1994 — 1998
BS
Andrew Carbaugh's Charles Schwab Experience 1993 - 2004
Job Professional Surveyor & Mapper
Industry Architecture & Planning
Experience
C & A Engineers & Surveyors May 2006 - Present
Planet Green Solutions, Inc. May 2009 - January 2011
Church of Hope 2009 - 2011
Prudential Tropical Realty December 2004 - May 2006
Charles Schwab 1993 - 2004
The Walt Disney Company 1991 - 1993
Sunstar Satellite Services 1990 - 1991
WRUF 1986 - 1989
Skills
ALTA Surveys, Boundary, Topographic Surveys, Surveying, Survey, Real Estate, Land, GIS, Microsoft Office, AutoCAD, Asset Management, Problem Solving, Word, Strategic Planning, Customer Service, Excel, Customer Relations, Budgeting, Research, Team Building, Land Development, Analysis, PowerPoint, Management, Microsoft Word, Budgets, Microsoft Excel, Asset Managment, Public Speaking, Project Management, Construction, Investments, Negotiation, Contract Negotiation, Residential Homes, Project Planning, Commercial Real Estate, Property Management
Education
University of Central Florida - College of Business Administration 1999 — 2001
MBA, Business
University of Florida 1985 — 1989
BS, Telecommunications
C & A Engineers & Surveyors May 2006 - Present
Planet Green Solutions, Inc. May 2009 - January 2011
Church of Hope 2009 - 2011
Prudential Tropical Realty December 2004 - May 2006
Charles Schwab 1993 - 2004
The Walt Disney Company 1991 - 1993
Sunstar Satellite Services 1990 - 1991
WRUF 1986 - 1989
Skills
ALTA Surveys, Boundary, Topographic Surveys, Surveying, Survey, Real Estate, Land, GIS, Microsoft Office, AutoCAD, Asset Management, Problem Solving, Word, Strategic Planning, Customer Service, Excel, Customer Relations, Budgeting, Research, Team Building, Land Development, Analysis, PowerPoint, Management, Microsoft Word, Budgets, Microsoft Excel, Asset Managment, Public Speaking, Project Management, Construction, Investments, Negotiation, Contract Negotiation, Residential Homes, Project Planning, Commercial Real Estate, Property Management
Education
University of Central Florida - College of Business Administration 1999 — 2001
MBA, Business
University of Florida 1985 — 1989
BS, Telecommunications
Alex Olsen's Charles Schwab Experience 2000 - 2002
Job Senior Account Manager at Forrester Research
Industry Market Research
Experience
Forrester Research July 2013 - Present
Thomson Reuters March 2005 - June 2013
Investment Advisory Network 2002 - 2005
Charles Schwab 2000 - 2002
Skills
Big Data, Customer Experience, B2B Marketing, Sales, Mobile Strategy, Business Intelligence, B2C marketing, Salesforce.com, Marketing, Strategic Partnerships, Lead Generation, CRM, SaaS, Strategy
Education
University of Colorado Denver 2004 — 2006
MBA, Business to Business Marketing
University of Colorado Boulder 1996 — 2000
BA, Political Science / Economics
Forrester Research July 2013 - Present
Thomson Reuters March 2005 - June 2013
Investment Advisory Network 2002 - 2005
Charles Schwab 2000 - 2002
Skills
Big Data, Customer Experience, B2B Marketing, Sales, Mobile Strategy, Business Intelligence, B2C marketing, Salesforce.com, Marketing, Strategic Partnerships, Lead Generation, CRM, SaaS, Strategy
Education
University of Colorado Denver 2004 — 2006
MBA, Business to Business Marketing
University of Colorado Boulder 1996 — 2000
BA, Political Science / Economics
Andrew Bishop's Charles Schwab Experience January 2011 - Present
Job Sr. Software Applications Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2011 - Present
Two Bishops Consulting LLC January 2011 - Present
UTI March 2008 - January 2011
Arizona State University December 2007 - March 2008
Charles Schwab November 2006 - November 2007
Epsilon August 2005 - October 2006
Proware January 2000 - August 2005
Fidelity Investments September 1999 - January 2000
Skills
Data Warehousing, SSRS, Crystal Reports, Business Objects, SSIS, Microsoft SQL Server, Teradata, Webi, Oracle SQL, T-SQL, T-SQL Stored Procedures, Business Analysis, Business Strategy, Analytics, Data Analysis, Data Mining, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Marketing Strategy, Statistics, Strategic Planning, Management Consulting, Business Intelligence, Tableau, Unix, Unix Shell Scripting, Uniface, Corda, PL/SQL, Oracle, Database Modeling, Systems Analysis, Database Design, Relational Databases, Oracle SQL Developer, Shell Scripting, SQL, Databases, SDLC, Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Information Systems, Real Estate
Charles Schwab January 2011 - Present
Two Bishops Consulting LLC January 2011 - Present
UTI March 2008 - January 2011
Arizona State University December 2007 - March 2008
Charles Schwab November 2006 - November 2007
Epsilon August 2005 - October 2006
Proware January 2000 - August 2005
Fidelity Investments September 1999 - January 2000
Skills
Data Warehousing, SSRS, Crystal Reports, Business Objects, SSIS, Microsoft SQL Server, Teradata, Webi, Oracle SQL, T-SQL, T-SQL Stored Procedures, Business Analysis, Business Strategy, Analytics, Data Analysis, Data Mining, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Marketing Strategy, Statistics, Strategic Planning, Management Consulting, Business Intelligence, Tableau, Unix, Unix Shell Scripting, Uniface, Corda, PL/SQL, Oracle, Database Modeling, Systems Analysis, Database Design, Relational Databases, Oracle SQL Developer, Shell Scripting, SQL, Databases, SDLC, Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Information Systems, Real Estate
Paul Baessler's Charles Schwab Experience March 1996 - October 2010
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Fidelity Investments July 2012 - Present
TD Ameritrade November 2010 - July 2012
Charles Schwab March 1996 - October 2010
Skills
Back Office, Banking, Business Analysis, FINRA, Financial Services, Investments, Mutual Funds, Portfolio Management, Securities, Risk Management, Series 24, Series 63, Series 7, Vendor Management, Wealth Management
Education
University of Central Florida - College of Business Administration 1993 — 1997
Finance
Adam Paulsen's Charles Schwab Experience April 2007 - Present
Job Regional Bond Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2007 - Present
Charles Schwab 2001 - 2007
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Options, Series 7, Bonds, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Management
Education
University of Colorado at Boulder 1990 — 1995
Charles Schwab April 2007 - Present
Charles Schwab 2001 - 2007
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Options, Series 7, Bonds, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Asset Management
Education
University of Colorado at Boulder 1990 — 1995
Julie Weiser - PMP, CSM's Charles Schwab Experience March 2011 - July 2012
Job Senior Project Manager at Visa
Industry Financial Services
Experience
Visa June 2015 - Present
Wells Fargo January 2015 - June 2015
Great-West Financial July 2014 - January 2015
Sykes April 2013 - June 2014
CPI Card Group July 2012 - April 2013
Charles Schwab March 2011 - July 2012
IHS September 2010 - March 2011
Charles Schwab November 2009 - August 2010
The TriZetto Group February 2009 - November 2009
Charles Schwab June 2008 - December 2008
Skills
Quality Assurance, Cross-functional Team..., SDLC, Agile Methodologies, Integration, Project Management, PMO, Testing, Change Management, Project Planning, Management, Strategy, Leadership, .NET, Business Development, ERP, Budgets, Enterprise Software, Business Requirements, Vendor Management, PMP, Program Management, Business Process..., Business Analysis
Education
University of Cincinnati 1982 — 1987
BBA, Accounting
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting
Visa June 2015 - Present
Wells Fargo January 2015 - June 2015
Great-West Financial July 2014 - January 2015
Sykes April 2013 - June 2014
CPI Card Group July 2012 - April 2013
Charles Schwab March 2011 - July 2012
IHS September 2010 - March 2011
Charles Schwab November 2009 - August 2010
The TriZetto Group February 2009 - November 2009
Charles Schwab June 2008 - December 2008
Skills
Quality Assurance, Cross-functional Team..., SDLC, Agile Methodologies, Integration, Project Management, PMO, Testing, Change Management, Project Planning, Management, Strategy, Leadership, .NET, Business Development, ERP, Budgets, Enterprise Software, Business Requirements, Vendor Management, PMP, Program Management, Business Process..., Business Analysis
Education
University of Cincinnati 1982 — 1987
BBA, Accounting
University of Cincinnati
Bachelor of Business Administration (BBA), Accounting
Rasheed Puranda's Charles Schwab Experience January 2015 - March 2015
Job Full Time Finance Student at University of Central Florida
Industry Banking
Experience
Charles Schwab January 2015 - March 2015
SunTrust 2009 - 2012
Lehman Brothers 2005 - 2008
Premier Mortgage Funding 2003 - 2005
United States Marine Corps 1994 - 1997
Skills
Customer Service, Management, Leadership, Sales, Real Estate, Negotiation, Strategic Planning, Marketing, Team Building, Bloomberg Terminal, Real Estate Sales..., MS Excel Proficient, Certified on Bloomberg..., Resourceful, Team Oriented, Creative, Analytical
Education
University of Central Florida
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Charles Schwab January 2015 - March 2015
SunTrust 2009 - 2012
Lehman Brothers 2005 - 2008
Premier Mortgage Funding 2003 - 2005
United States Marine Corps 1994 - 1997
Skills
Customer Service, Management, Leadership, Sales, Real Estate, Negotiation, Strategic Planning, Marketing, Team Building, Bloomberg Terminal, Real Estate Sales..., MS Excel Proficient, Certified on Bloomberg..., Resourceful, Team Oriented, Creative, Analytical
Education
University of Central Florida
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Amy Cridlebaugh (Ashley)'s Charles Schwab Experience February 2014 - Present
Job HR Business Partner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
APL October 2013 - February 2014
CarePoint PC September 2012 - October 2013
APL October 2005 - August 2012
Bellco Credit Union September 1999 - October 2005
Skills
Performance Management, Leadership Development, Training, Coaching, Labor Relations, Change Management, Succession Planning, Talent Management, Human Resources, Customer Service, Recruiting, Organizational..., Employment Law, Employee Relations, Benefits Administration, Onboarding, Leadership, Management, Employee Training
Education
University of Colorado Denver 2003 — 2004
Masters, HR Management
University of Colorado Boulder 1992 — 1997
Bachelors, Psychology
University of Colorado Boulder - Leeds School of Business 1992 — 1997
Bachelors, HR Management
Charles Schwab February 2014 - Present
APL October 2013 - February 2014
CarePoint PC September 2012 - October 2013
APL October 2005 - August 2012
Bellco Credit Union September 1999 - October 2005
Skills
Performance Management, Leadership Development, Training, Coaching, Labor Relations, Change Management, Succession Planning, Talent Management, Human Resources, Customer Service, Recruiting, Organizational..., Employment Law, Employee Relations, Benefits Administration, Onboarding, Leadership, Management, Employee Training
Education
University of Colorado Denver 2003 — 2004
Masters, HR Management
University of Colorado Boulder 1992 — 1997
Bachelors, Psychology
University of Colorado Boulder - Leeds School of Business 1992 — 1997
Bachelors, HR Management
Alice Pham Le's Charles Schwab Experience July 2010 - Present
Job Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Charles Schwab September 2006 - July 2010
Comprehensive Software Systems August 2004 - September 2006
International Business Machines March 2004 - August 2004
Return Path July 2002 - October 2003
Skills
System Administration, Basics of Unix, Business Analysis, Client Relations Skills
Education
University of Colorado Boulder 1998 — 2002
Charles Schwab July 2010 - Present
Charles Schwab September 2006 - July 2010
Comprehensive Software Systems August 2004 - September 2006
International Business Machines March 2004 - August 2004
Return Path July 2002 - October 2003
Skills
System Administration, Basics of Unix, Business Analysis, Client Relations Skills
Education
University of Colorado Boulder 1998 — 2002
Brian Mancuso's Charles Schwab Experience February 1997 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1997 - Present
Education
University of Central Florida - College of Business Administration 1998 — 2002
MBA, Finance
University of Florida 1992 — 1995
Charles Schwab February 1997 - Present
Education
University of Central Florida - College of Business Administration 1998 — 2002
MBA, Finance
University of Florida 1992 — 1995
Tony Van Ore, CFP®'s Charles Schwab Experience June 2000 - April 2008
Job Vice President & Chief Compliance Officer at Financial Management Concepts
Industry Financial Services
Experience
Financial Management Concepts May 2014 - Present
Financial Management Concepts April 2008 - Present
Charles Schwab June 2000 - April 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth Management, Portfolio Management, Financial Advisory, Risk Management, Personal Finance, Financial Planners, Mutual Funds, Management, Financial Planning, Insurance, Asset Allocation, Securities
Education
University of Central Florida - College of Business Administration 1990 — 1991
Bachelor of Science, Production/Operations Management
University of Florida 1987 — 1990
Associate of Arts, Business Administration
Financial Management Concepts May 2014 - Present
Financial Management Concepts April 2008 - Present
Charles Schwab June 2000 - April 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth Management, Portfolio Management, Financial Advisory, Risk Management, Personal Finance, Financial Planners, Mutual Funds, Management, Financial Planning, Insurance, Asset Allocation, Securities
Education
University of Central Florida - College of Business Administration 1990 — 1991
Bachelor of Science, Production/Operations Management
University of Florida 1987 — 1990
Associate of Arts, Business Administration
Francisco Amado's Charles Schwab Experience 1999 - 2003
Job Regional Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
MFS Investment Management September 2010 - Present
Fidelity Investments December 2005 - February 2009
Evergreen Investments November 2004 - December 2005
Fidelity Investments July 2003 - November 2004
Charles Schwab 1999 - 2003
International Community Marketing March 1996 - August 1997
Skills
CRM, Mutual Funds, Investments, Sales, Marketing Strategy, Management, Sales Operations, 401k, Analysis, Product Development
Education
University of Central Florida - College of Business Administration 1993 — 1999
BS/BA, Finance, Legal Studies
College
Lanelle Hulstedt's Charles Schwab Experience July 2009 - Present
Job Senior Manager, Managed & Advised Account Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Education
University of Central Florida 1996 — 2000
Bachelor of Science, Business, Communications, Public Relations
Charles Schwab July 2009 - Present
Education
University of Central Florida 1996 — 2000
Bachelor of Science, Business, Communications, Public Relations
Matthew E. Meyer, AIFA's Charles Schwab Experience March 1999 - February 2005
Job Institutional Asset Management and Consulting
Industry Investment Management
Experience
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
The Newport Group May 2008 - Present
Morgan Stanley March 2005 - May 2008
Charles Schwab March 1999 - February 2005
Morgan Stanley May 1998 - March 1999
The Acacia Group/The Advisors Group May 1996 - May 1998
Education
Center for Fiduciary Studies 2006 — 2006
AIFA, Fiduciary Responsibility
University of Central Florida - College of Business Administration 2002 — 2004
Master of Business Administration (M.B.A.)
University of Central Florida - College of Business Administration 1993 — 1997
BSBA, Finance
Melissa Hazlewood's Charles Schwab Experience March 1994 - August 1995
Job Senior Vice President/Regional Manager at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle September 2012 - Present
Jones Lang LaSalle July 2010 - Present
Jones Lang LaSalle July 2004 - July 2010
Charles Schwab March 1994 - August 1995
Walt Disney World March 1980 - January 1994
Skills
Corporate Real Estate, Disposition, Tenant Representation, Valuation, Location Intelligence, Tenant, Leases, Lease Administration, Real Estate Economics, Real Estate Development, Brokerage, Lease Negotiations, Contract Management, Commercial Real Estate, Budgets, Landlords
Education
University of Central Florida 1996 — 1997
MBA, Finance
University of Central Florida 1993 — 1995
Bachelor of Science (BS), Finance, General
Jones Lang LaSalle September 2012 - Present
Jones Lang LaSalle July 2010 - Present
Jones Lang LaSalle July 2004 - July 2010
Charles Schwab March 1994 - August 1995
Walt Disney World March 1980 - January 1994
Skills
Corporate Real Estate, Disposition, Tenant Representation, Valuation, Location Intelligence, Tenant, Leases, Lease Administration, Real Estate Economics, Real Estate Development, Brokerage, Lease Negotiations, Contract Management, Commercial Real Estate, Budgets, Landlords
Education
University of Central Florida 1996 — 1997
MBA, Finance
University of Central Florida 1993 — 1995
Bachelor of Science (BS), Finance, General
Derek Tuz, CFP®'s Charles Schwab Experience May 2006 - Present
Job Vice President Sr. Financial Consultant
Industry Financial Services
Experience
Charles Schwab May 2006 - Present
Jackson National Life September 2005 - May 2006
Jackson National Life October 2001 - September 2005
Education
University of Colorado at Boulder 1995 — 1998
Finance
Charles Schwab May 2006 - Present
Jackson National Life September 2005 - May 2006
Jackson National Life October 2001 - September 2005
Education
University of Colorado at Boulder 1995 — 1998
Finance
Susan Porteous's Charles Schwab Experience 2010 - July 2012
Job Vice President, Regional Planning Consultant
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Charles Schwab 2010 - July 2012
Charles Schwab July 2006 - March 2010
Global Planning July 2005 - July 2006
Charles Schwab September 2003 - June 2005
Charles Schwab July 1999 - August 2003
Charles Schwab February 1998 - July 1999
Fox International Ltd., Inc. 1990 - 1995
Skills
Series 63, Series 7, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Services, Strategic Financial..., Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, FINRA, Investment Strategies, Equities, Retirement, Asset Management, Securities, Risk Management, Management, Finance, Leadership
Education
University of Central Florida
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments 2012 - Present
Charles Schwab 2010 - July 2012
Charles Schwab July 2006 - March 2010
Global Planning July 2005 - July 2006
Charles Schwab September 2003 - June 2005
Charles Schwab July 1999 - August 2003
Charles Schwab February 1998 - July 1999
Fox International Ltd., Inc. 1990 - 1995
Skills
Series 63, Series 7, Mutual Funds, Portfolio Management, Investments, Wealth Management, Financial Services, Strategic Financial..., Asset Allocation, Relationship Management, Investment Advisory, Retirement Planning, FINRA, Investment Strategies, Equities, Retirement, Asset Management, Securities, Risk Management, Management, Finance, Leadership
Education
University of Central Florida
Bachelor of Business Administration (BBA), Finance, General
Craig Walling's Charles Schwab Experience 2002 - 2003
Job Chairman and CEO, UBS Trust Company, NA
Industry Banking
Experience
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
UBS AG Private Bank October 2013 - Present
UBS Trust Company NA October 2013 - Present
UBS December 2012 - Present
Chairman of the Board, UBS AG Canada December 2009 - August 2014
UBS August 2011 - September 2013
UBS AG February 2007 - September 2013
Global Wealth Management Partners April 2006 - February 2007
US Trust Company N.A. November 2003 - November 2005
Charles Schwab 2002 - 2003
ZonaFinanciera.com April 2001 - May 2002
Skills
Wealth Management, Portfolio Management, Equities, Securities, Mutual Funds, Investments, Asset Managment, Investment Advisory, Alternative Investments, Asset Allocation, Series 7, Banking, Hedge Funds, Fixed Income, Series 24, Series 66, Mergers & Acquisitions, Capital Markets, Financial Services, Private Equity, Investment Strategies, Asset Management, Investment Banking, Credit, Executive Management, Financial Risk, Risk Management, Strategic Financial..., Bloomberg, Financial Markets, Series 63, Wealth Management..., Bonds, Emerging Markets, Financial Advisory, Private Banking, Derivatives, Structured Products, Valuation
Education
University of Cincinnati 1971 — 1975
BS, Economics
Marie Lehnerer, MBA, SHRM-CP, PHR's Charles Schwab Experience September 2008 - February 2009
Job Human Resources Manager at Trelleborg Sealing Solutions Denver
Industry Human Resources
Experience
Trelleborg Sealing Solutions - Denver December 2010 - Present
WellDyneRx April 2009 - October 2010
Charles Schwab September 2008 - February 2009
Sunflower Farmers Market August 2006 - July 2008
Eppendorf-5Prime, Inc August 2004 - August 2006
DoubleClick January 2004 - August 2004
eCollege August 2000 - December 2003
Skills
Employee Engagement, Employee Relations, Onboarding, Employee Benefits, Recruiting, Human Resources, Performance Management, Training, Leadership, Talent Acquisition, College Recruiting, Personnel Management, Interviews, HRIS, Process Improvement
Education
Webster University 2002 — 2008
MBA, Human Resource Management
University of Colorado Boulder 1991 — 1996
Bachelors, Finance / Human Resources
Trelleborg Sealing Solutions - Denver December 2010 - Present
WellDyneRx April 2009 - October 2010
Charles Schwab September 2008 - February 2009
Sunflower Farmers Market August 2006 - July 2008
Eppendorf-5Prime, Inc August 2004 - August 2006
DoubleClick January 2004 - August 2004
eCollege August 2000 - December 2003
Skills
Employee Engagement, Employee Relations, Onboarding, Employee Benefits, Recruiting, Human Resources, Performance Management, Training, Leadership, Talent Acquisition, College Recruiting, Personnel Management, Interviews, HRIS, Process Improvement
Education
Webster University 2002 — 2008
MBA, Human Resource Management
University of Colorado Boulder 1991 — 1996
Bachelors, Finance / Human Resources
Angie Shufford's Charles Schwab Experience April 1996 - Present
Job Sr. Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1996 - Present
Education
University of Cincinnati
BS, Information Systems
Charles Schwab April 1996 - Present
Education
University of Cincinnati
BS, Information Systems
Sheri Adkins's Charles Schwab Experience June 1999 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Education
University of Central Florida
BA
Charles Schwab June 1999 - Present
Education
University of Central Florida
BA
Adam Calderon's Charles Schwab Experience May 1998 - January 2000
Job
Industry Telecommunications
Experience
Ticketmaster Entertainment March 2009 - Present
Verizon Business March 2000 - March 2009
Protocol/Canicom April 1997 - May 2000
Charles Schwab May 1998 - January 2000
TeleTech January 1996 - March 1997
Skills
Billing, Strategic Planning, Accounting, Purchasing, Provisioning, Budget Management, Capital Budgeting, Budget Forecast, Telecom Expense..., Credit Risk, Contract Management, Contract Negotiation, Settlements, Budget Preparation, Forecasting, Accounts Receivable, Process Improvement, Invoicing, Budgets, Call Centers, Customer Satisfaction, Customer Service, Analysis, Telecommunications, Integration, Account Reconciliation, Software Documentation, Team Leadership, Management, Microsoft Excel, Business Analysis, Team Building, Outsourcing, Operations Management, Vendor Management, Networking, Leadership, Account Management, Troubleshooting, Training, VoIP, Microsoft Office, Wireless
Education
University of Colorado Boulder 1993 — 1998
Ticketmaster Entertainment March 2009 - Present
Verizon Business March 2000 - March 2009
Protocol/Canicom April 1997 - May 2000
Charles Schwab May 1998 - January 2000
TeleTech January 1996 - March 1997
Skills
Billing, Strategic Planning, Accounting, Purchasing, Provisioning, Budget Management, Capital Budgeting, Budget Forecast, Telecom Expense..., Credit Risk, Contract Management, Contract Negotiation, Settlements, Budget Preparation, Forecasting, Accounts Receivable, Process Improvement, Invoicing, Budgets, Call Centers, Customer Satisfaction, Customer Service, Analysis, Telecommunications, Integration, Account Reconciliation, Software Documentation, Team Leadership, Management, Microsoft Excel, Business Analysis, Team Building, Outsourcing, Operations Management, Vendor Management, Networking, Leadership, Account Management, Troubleshooting, Training, VoIP, Microsoft Office, Wireless
Education
University of Colorado Boulder 1993 — 1998
Pamela Groom's Charles Schwab Experience February 1997 - January 2004
Job LATAM Supervisory Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
UBS International April 2007 - July 2015
Smith Barney February 2005 - March 2007
Charles Schwab February 1997 - January 2004
Skills
Equities, Portfolio Management, Fixed Income, Risk Management, Banking, Financial Analysis, Asset Management, Investments, Derivatives, Securities, Mutual Funds, Financial Modeling, Wealth Management, Bloomberg, Financial Services, Investment Banking, Credit, Finance, Strategic Financial...
Education
University of Central Florida 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina-Columbia 1991 — 1994
Bachelor of Science (B.S.), Hotel, Restaurant and Tourism Adminstration
JPMorgan Chase & Co. July 2015 - Present
UBS International April 2007 - July 2015
Smith Barney February 2005 - March 2007
Charles Schwab February 1997 - January 2004
Skills
Equities, Portfolio Management, Fixed Income, Risk Management, Banking, Financial Analysis, Asset Management, Investments, Derivatives, Securities, Mutual Funds, Financial Modeling, Wealth Management, Bloomberg, Financial Services, Investment Banking, Credit, Finance, Strategic Financial...
Education
University of Central Florida 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of South Carolina-Columbia 1991 — 1994
Bachelor of Science (B.S.), Hotel, Restaurant and Tourism Adminstration
Bill Hennessey's Charles Schwab Experience March 2007 - August 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
Jennifer Dibble's Charles Schwab Experience January 2010 - January 2011
Job Dealer Audit Manager at Chrysler
Industry Automotive
Experience
Chrysler March 2013 - Present
Chrysler January 2011 - Present
Charles Schwab January 2010 - January 2011
Chrysler Financial October 2002 - October 2009
Skills
Sales Presentations, Team Management, Issues Managment, Committed to Customer..., Dealers, Warranty, Dealer Management, Customer Satisfaction, Financial Analysis, Team Building, Auditing, Analysis, Strategy, Automotive, Sales Operations, Dedicated Professional, Strategic Negotiations, Tenacious, Management, Role Model, Committed to..., Strategic Communications, Team Leadership, Parts, Automotive Aftermarket, Automobile, Profit, Pricing, Customer Retention, Vehicles, Customer Service, Continuous Improvement
Education
University of Central Florida - College of Business Administration 2003 — 2005
B.S., Business Management
Chrysler March 2013 - Present
Chrysler January 2011 - Present
Charles Schwab January 2010 - January 2011
Chrysler Financial October 2002 - October 2009
Skills
Sales Presentations, Team Management, Issues Managment, Committed to Customer..., Dealers, Warranty, Dealer Management, Customer Satisfaction, Financial Analysis, Team Building, Auditing, Analysis, Strategy, Automotive, Sales Operations, Dedicated Professional, Strategic Negotiations, Tenacious, Management, Role Model, Committed to..., Strategic Communications, Team Leadership, Parts, Automotive Aftermarket, Automobile, Profit, Pricing, Customer Retention, Vehicles, Customer Service, Continuous Improvement
Education
University of Central Florida - College of Business Administration 2003 — 2005
B.S., Business Management
Deborah Jenkins's Charles Schwab Experience May 2011 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Charles Schwab October 2007 - May 2011
Massage Therapy Specialist April 2006 - October 2007
BETA Center 2000 - 2004
Cluster Technology 1994 - 1998
Skills
Banking, Customer Service, Financial Analysis, Team Building, Microsoft Excel, Risk Management, Leadership, Microsoft Office, PowerPoint, Accounting, Accounts Payable, Negotiation, Microsoft Word, Customer Relations, Teamwork, Financial Reporting, Outlook, Access, Accounts Receivable, Inventory Management, QuickBooks, Excel, Word
Education
University of Central Florida - College of Business Administration 2009 — 2014
Bachelor's Degree, Business Administration, 3.67 overall GPA
Valencia College 2007 — 2009
AS, Business
Central Florida School of Massage Therapy 2004 — 2004
Licensed Massage Therapy, Massage Therapy
Charles Schwab May 2011 - Present
Charles Schwab October 2007 - May 2011
Massage Therapy Specialist April 2006 - October 2007
BETA Center 2000 - 2004
Cluster Technology 1994 - 1998
Skills
Banking, Customer Service, Financial Analysis, Team Building, Microsoft Excel, Risk Management, Leadership, Microsoft Office, PowerPoint, Accounting, Accounts Payable, Negotiation, Microsoft Word, Customer Relations, Teamwork, Financial Reporting, Outlook, Access, Accounts Receivable, Inventory Management, QuickBooks, Excel, Word
Education
University of Central Florida - College of Business Administration 2009 — 2014
Bachelor's Degree, Business Administration, 3.67 overall GPA
Valencia College 2007 — 2009
AS, Business
Central Florida School of Massage Therapy 2004 — 2004
Licensed Massage Therapy, Massage Therapy
Hunter Grose, AAMS®'s Charles Schwab Experience October 2013 - April 2015
Job Wealth Advisor at Hunter Financial Services, LLC 7274003232
Industry Financial Services
Experience
Hunter Financial Services, LLC April 2015 - Present
Charles Schwab October 2013 - April 2015
Charles Schwab August 2012 - October 2013
Charles Schwab May 2011 - August 2012
Brigantine Advisors March 2010 - May 2011
GC Research Ltd September 2009 - May 2010
Global Crown Capital LLC May 2008 - August 2008
Education
University of Central Florida - College of Business Administration 2006 — 2008
BSBA - Bachelor of Science in Business Administration, Business Finance
Astronaut High School 1999 — 2003
Hunter Financial Services, LLC April 2015 - Present
Charles Schwab October 2013 - April 2015
Charles Schwab August 2012 - October 2013
Charles Schwab May 2011 - August 2012
Brigantine Advisors March 2010 - May 2011
GC Research Ltd September 2009 - May 2010
Global Crown Capital LLC May 2008 - August 2008
Education
University of Central Florida - College of Business Administration 2006 — 2008
BSBA - Bachelor of Science in Business Administration, Business Finance
Astronaut High School 1999 — 2003
Susan Ann Helms's Charles Schwab Experience December 1996 - July 2003
Job Science Teacher
Industry Education Management
Experience
Seminole County Public Schools April 2014 - May 2014
Helms Appraisal Services LLC October 2009 - January 2014
Briton Appraisal Services June 2005 - January 2010
Charles Schwab December 1996 - July 2003
Skills
Investment Properties, Short Sales, Sellers, Property Management, Foreclosures, First Time Home Buyers, Single Family Homes, REO, Investors, Condos, Real Estate Development, Relocation, Buyer Representation, Negotiation, Construction, Real Estate Transactions, Rentals, New Home Sales, Listings, Selling
Education
University of Central Florida 1987 — 1992
Bachelor of Arts (B.A.), Psychology
Edgewater High School 1985 — 1987
High School (Honors), General Studies/College Prep
Seminole County Public Schools April 2014 - May 2014
Helms Appraisal Services LLC October 2009 - January 2014
Briton Appraisal Services June 2005 - January 2010
Charles Schwab December 1996 - July 2003
Skills
Investment Properties, Short Sales, Sellers, Property Management, Foreclosures, First Time Home Buyers, Single Family Homes, REO, Investors, Condos, Real Estate Development, Relocation, Buyer Representation, Negotiation, Construction, Real Estate Transactions, Rentals, New Home Sales, Listings, Selling
Education
University of Central Florida 1987 — 1992
Bachelor of Arts (B.A.), Psychology
Edgewater High School 1985 — 1987
High School (Honors), General Studies/College Prep
Brian Swope's Charles Schwab Experience February 2008 - June 2015
Job Investment Accountant
Industry Financial Services
Experience
Charles Schwab February 2008 - June 2015
Showers Financial February 2007 - May 2007
B&K Construction 1997 - 2006
Skills
Accounting, Microsoft Excel, Process Improvement, Business Analysis, Payroll, Financial Analysis, Access, Team Building, Financial Services, Portfolio Management, Leadership, Salesforce.com, Project Management, Microsoft Office, Relationship Management, Investments, Asset Management, Financial Planning, Strategic Financial..., Coaching, Finance
Education
University of Central Missouri 2002 — 2008
BA, Accounting
University of Central Missouri 2002 — 2008
Bachelor's degree, Accounting
Charles Schwab February 2008 - June 2015
Showers Financial February 2007 - May 2007
B&K Construction 1997 - 2006
Skills
Accounting, Microsoft Excel, Process Improvement, Business Analysis, Payroll, Financial Analysis, Access, Team Building, Financial Services, Portfolio Management, Leadership, Salesforce.com, Project Management, Microsoft Office, Relationship Management, Investments, Asset Management, Financial Planning, Strategic Financial..., Coaching, Finance
Education
University of Central Missouri 2002 — 2008
BA, Accounting
University of Central Missouri 2002 — 2008
Bachelor's degree, Accounting
Narado Powell's Charles Schwab Experience September 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Human Resources
Experience
Charles Schwab September 2015 - Present
Aon Hewitt June 2010 - April 2015
Skills
Research, Finance, Microsoft Office, Human Resources, Microsoft Excel, Benefits Administration, Retirement Savings, Retirement Benefits, Qualified Retirement..., Regression Testing, Regression Analysis, Economics, Econometrics, V Lookups, MS Excel Pivot Tables, H-Lookups, Macros
Education
University of Central Florida 2011 — 2015
Bachelor's Degree, Business/Managerial Economics, B. 3.2
Charles Schwab September 2015 - Present
Aon Hewitt June 2010 - April 2015
Skills
Research, Finance, Microsoft Office, Human Resources, Microsoft Excel, Benefits Administration, Retirement Savings, Retirement Benefits, Qualified Retirement..., Regression Testing, Regression Analysis, Economics, Econometrics, V Lookups, MS Excel Pivot Tables, H-Lookups, Macros
Education
University of Central Florida 2011 — 2015
Bachelor's Degree, Business/Managerial Economics, B. 3.2
Nicole Imperial's Charles Schwab Experience December 2014 - Present
Job Series 7 & 63 licensed
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab April 2012 - November 2014
The Ritz Carlton Destination Club August 2011 - April 2012
University of Central Florida 2007 - 2011
The Fresh Market 2004 - 2011
The Peabody Orlando February 2007 - November 2007
Skills
Customer Service, Time Management, Hospitality
Education
University of Central Florida 2007 — 2010
Baschelors of Science, Anthropology (focused on Hospitality and Health Science)
Charles Schwab December 2014 - Present
Charles Schwab April 2012 - November 2014
The Ritz Carlton Destination Club August 2011 - April 2012
University of Central Florida 2007 - 2011
The Fresh Market 2004 - 2011
The Peabody Orlando February 2007 - November 2007
Skills
Customer Service, Time Management, Hospitality
Education
University of Central Florida 2007 — 2010
Baschelors of Science, Anthropology (focused on Hospitality and Health Science)
William Frisch III's Charles Schwab Experience June 2015 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab March 2011 - June 2015
Costco Wholesale September 2005 - February 2011
Education
University of Central Florida - College of Business Administration 2007 — 2010
B.S., Finance
Charles Schwab June 2015 - Present
Charles Schwab March 2011 - June 2015
Costco Wholesale September 2005 - February 2011
Education
University of Central Florida - College of Business Administration 2007 — 2010
B.S., Finance
Ben Skubon's Charles Schwab Experience November 2013 - October 2014
Job Advertising Analyst at NFP
Industry Financial Services
Experience
NFP June 2015 - Present
Edward Jones December 2014 - February 2015
Charles Schwab November 2013 - October 2014
Fresh Mark Inc September 2011 - October 2013
Jade Express July 2011 - September 2011
Omaha Steaks October 2008 - June 2011
Total Quality Logistics June 2010 - September 2010
Weymouth Valley Enterprises April 2001 - September 2007
Skills
Sales, Retirement Savings, 401k, Finance, Customer Service, Management, Leadership, Inventory Management, Time Management, Marketing, Microsoft Office, Marketing Communications, Social Media Marketing, Cold Calling, Marketing Strategy, Retail, Email Marketing, Advertising, Digital Marketing, Social Media, Direct Marketing, Facebook, Brand Development, Logistics, Microsoft Word
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business 2006 — 2011
BA, Marketing
NFP June 2015 - Present
Edward Jones December 2014 - February 2015
Charles Schwab November 2013 - October 2014
Fresh Mark Inc September 2011 - October 2013
Jade Express July 2011 - September 2011
Omaha Steaks October 2008 - June 2011
Total Quality Logistics June 2010 - September 2010
Weymouth Valley Enterprises April 2001 - September 2007
Skills
Sales, Retirement Savings, 401k, Finance, Customer Service, Management, Leadership, Inventory Management, Time Management, Marketing, Microsoft Office, Marketing Communications, Social Media Marketing, Cold Calling, Marketing Strategy, Retail, Email Marketing, Advertising, Digital Marketing, Social Media, Direct Marketing, Facebook, Brand Development, Logistics, Microsoft Word
Education
University of Cincinnati 2006 — 2011
Bachelor of Business Administration, Marketing
University of Cincinnati College of Business 2006 — 2011
BA, Marketing
Siobhan Tate's Charles Schwab Experience July 2013 - Present
Job National Service Desk Representative at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2013 - Present
Florida Hospital September 2011 - June 2013
Florida Hospital February 2011 - September 2011
Florida Hospital June 2010 - February 2011
Chick-fil-A May 2008 - July 2010
Florida Hospital 2010 - 2010
Skills
Visio, Healthcare Information..., Windows, Access, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Troubleshooting, Software Documentation, Leadership, SQL
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Management Information Systems
Charles Schwab July 2013 - Present
Florida Hospital September 2011 - June 2013
Florida Hospital February 2011 - September 2011
Florida Hospital June 2010 - February 2011
Chick-fil-A May 2008 - July 2010
Florida Hospital 2010 - 2010
Skills
Visio, Healthcare Information..., Windows, Access, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Troubleshooting, Software Documentation, Leadership, SQL
Education
University of Central Florida - College of Business Administration 2007 — 2011
Bachelor of Science, Management Information Systems
Monica Tokarsky's Charles Schwab Experience September 2013 - February 2014
Job Accountant at Q4 Services, LLC
Industry Real Estate
Experience
Q4 Services, LLC March 2014 - Present
Charles Schwab September 2013 - February 2014
Concord Management LTD May 2006 - January 2012
High Vista Apartments September 2004 - April 2006
Advance America January 1999 - April 2002
Skills
General Ledger, Invoicing, Accounting, Forecasting, Time Management, Management, Credit, Project Management, Marketing, Sales Operations, Accounts Payable, Accounts Receivable, Payments, Account Reconciliation, Financial Statements, Finance, Training, Microsoft Excel, Microsoft Office
Education
University of Central Florida 2011 — 2013
BSBA, Finance, 3.675/4.00
Valencia College 2007 — 2010
Associate of Arts (A.A.), General Studies, 3.93
Q4 Services, LLC March 2014 - Present
Charles Schwab September 2013 - February 2014
Concord Management LTD May 2006 - January 2012
High Vista Apartments September 2004 - April 2006
Advance America January 1999 - April 2002
Skills
General Ledger, Invoicing, Accounting, Forecasting, Time Management, Management, Credit, Project Management, Marketing, Sales Operations, Accounts Payable, Accounts Receivable, Payments, Account Reconciliation, Financial Statements, Finance, Training, Microsoft Excel, Microsoft Office
Education
University of Central Florida 2011 — 2013
BSBA, Finance, 3.675/4.00
Valencia College 2007 — 2010
Associate of Arts (A.A.), General Studies, 3.93
Brian Mingo's Charles Schwab Experience December 2013 - Present
Job Ops Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Full Sail University January 2012 - November 2013
Orange County Utilities February 2007 - August 2011
Casa Marina Resort August 2004 - May 2006
Education
University of Central Florida - College of Business Administration 2009 — 2011
B.S.B.A, Finance
Valencia Community College 2006 — 2009
Associate of Arts (AA)
Charles Schwab December 2013 - Present
Full Sail University January 2012 - November 2013
Orange County Utilities February 2007 - August 2011
Casa Marina Resort August 2004 - May 2006
Education
University of Central Florida - College of Business Administration 2009 — 2011
B.S.B.A, Finance
Valencia Community College 2006 — 2009
Associate of Arts (AA)
Jeff Yenkin's Charles Schwab Experience 1997 - 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Clifford Chance US LLP 2003 - 2004
JPMorgan Chase 2001 - 2003
Charles Schwab 1997 - 2000
Education
University of Colorado at Boulder
B.A., Molecular, Cellular, Developmental Biology
Clifford Chance US LLP 2003 - 2004
JPMorgan Chase 2001 - 2003
Charles Schwab 1997 - 2000
Education
University of Colorado at Boulder
B.A., Molecular, Cellular, Developmental Biology
Elise OKeefe's Charles Schwab Experience January 2000 - July 2002
Job Elise O'Keefe Editorial Services
Industry Computer Software
Experience
Elise O'Keefe Editorial Services January 1998 - Present
Autodesk January 2005 - April 2015
Dwell Magazine 2004 - 2012
Wieden+Kennedy 2006 - 2011
McCann Woldgroup 2005 - 2006
24/7 Media Group June 2003 - August 2004
Charles Schwab January 2000 - July 2002
Charles Schwab March 1996 - December 1999
Skills
Editor, tech editor,..., Editorial, Copywriting, Proofreading, Editing, Publishing, Advertising, Brochures, Press Releases, Corporate Communications, Content Management, Content Development, Books, Magazines, Blogging, Copy Editing, Content Strategy, Web Content, Publications, Digital Media, Creative Writing, Journalism, Storytelling, Web Content Management, New Media
Education
University of Colorado at Boulder
Bachelor of Fine Arts (BFA), Art/Art History
Nielsen Norman Writing for the Web
Elise O'Keefe Editorial Services January 1998 - Present
Autodesk January 2005 - April 2015
Dwell Magazine 2004 - 2012
Wieden+Kennedy 2006 - 2011
McCann Woldgroup 2005 - 2006
24/7 Media Group June 2003 - August 2004
Charles Schwab January 2000 - July 2002
Charles Schwab March 1996 - December 1999
Skills
Editor, tech editor,..., Editorial, Copywriting, Proofreading, Editing, Publishing, Advertising, Brochures, Press Releases, Corporate Communications, Content Management, Content Development, Books, Magazines, Blogging, Copy Editing, Content Strategy, Web Content, Publications, Digital Media, Creative Writing, Journalism, Storytelling, Web Content Management, New Media
Education
University of Colorado at Boulder
Bachelor of Fine Arts (BFA), Art/Art History
Nielsen Norman Writing for the Web
Angie Wickham's Charles Schwab Experience Medical TranscriptionistTranscription UnlimitedNovember 2004 - August 2006
Job Quality Assurance Senior Specialist Schwab Performance Technologies
Industry Financial Services
Experience
Charles Schwab Medical TranscriptionistTranscription UnlimitedNovember 2004 - August 2006
State Street September 1998 - November 2004
Skills
Mutual Funds, ETFs, Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Investments, Securities
Education
Central Missouri State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Blue Springs High School 1989 — 1992
Charles Schwab Medical TranscriptionistTranscription UnlimitedNovember 2004 - August 2006
State Street September 1998 - November 2004
Skills
Mutual Funds, ETFs, Fixed Income, Portfolio Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Investments, Securities
Education
Central Missouri State University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Blue Springs High School 1989 — 1992
Ted Romine's Charles Schwab Experience October 2011 - Present
Job Portfolio Consulting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Regions Financial Corporation March 2003 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
University of Central Florida 1989 — 1991
Bachelor of Science (B.S.), Finance, General
Charles Schwab October 2011 - Present
Regions Financial Corporation March 2003 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
University of Central Florida 1989 — 1991
Bachelor of Science (B.S.), Finance, General
Allen Fujimoto's Charles Schwab Experience August 1995 - Present
Job Broker Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1995 - Present
Better Homes LLC February 1993 - July 1995
JFC International January 1990 - July 1993
Skills
Product Specialists, Influential Communicator, Public Speaking, Client Education, Client Relations Skills, Financial Analysis, Customer Service, Customer Engagement
Education
University of Colorado at Boulder 1973 — 1976
Bachelor of Science (BS), Accounting
Charles Schwab August 1995 - Present
Better Homes LLC February 1993 - July 1995
JFC International January 1990 - July 1993
Skills
Product Specialists, Influential Communicator, Public Speaking, Client Education, Client Relations Skills, Financial Analysis, Customer Service, Customer Engagement
Education
University of Colorado at Boulder 1973 — 1976
Bachelor of Science (BS), Accounting
Bill Rosenblatt, CFP®, CCC, CHC's Charles Schwab Experience 1999 - 2004
Job Financial Coach ✪ Speaker ✪ Trainer ✪ Facilitator
Industry Financial Services
Experience
Consumer Debt Counselors, Inc., Winter Park, Florida July 2010 - Present
Clear Solutions Worldwide, Inc. DBA Clear Financial Direction 2005 - 2010
Dynetech Corp 2004 - 2006
Charles Schwab 1999 - 2004
Skills
Debt Management, Public Speaking, Financial Coaching, Entrepreneurship, Leadership, Financial Planning, Finance
Education
University of Central Florida - College of Business Administration 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Consumer Debt Counselors, Inc., Winter Park, Florida July 2010 - Present
Clear Solutions Worldwide, Inc. DBA Clear Financial Direction 2005 - 2010
Dynetech Corp 2004 - 2006
Charles Schwab 1999 - 2004
Skills
Debt Management, Public Speaking, Financial Coaching, Entrepreneurship, Leadership, Financial Planning, Finance
Education
University of Central Florida - College of Business Administration 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Lisandra Martinez's Charles Schwab Experience November 2011 - April 2014
Job Student Concierge at Kaplan Test Prep
Industry Education Management
Experience
Kaplan Test Prep May 2014 - Present
Charles Schwab November 2011 - April 2014
YMCA of Central Florida May 2007 - November 2010
Skills
Microsoft Office, Event Planning, Alpha and Numeric filing, Leadership and..., Detailed Organization, Experience with...
Education
University of Central Florida 2009 — 2012
Bachelor of Science (B.S.), Psychology
Valencia College 2007 — 2009
Associate of Arts (A.A.), Biology, General
Kaplan Test Prep May 2014 - Present
Charles Schwab November 2011 - April 2014
YMCA of Central Florida May 2007 - November 2010
Skills
Microsoft Office, Event Planning, Alpha and Numeric filing, Leadership and..., Detailed Organization, Experience with...
Education
University of Central Florida 2009 — 2012
Bachelor of Science (B.S.), Psychology
Valencia College 2007 — 2009
Associate of Arts (A.A.), Biology, General
Shelley Moreno's Charles Schwab Experience
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Education
University of Central Florida
Master of Business Administration (M.B.A.)
Charles Schwab
Education
University of Central Florida
Master of Business Administration (M.B.A.)
David Dittman's Charles Schwab Experience 2000 - 2003
Job Vice President at The Bank of Salem
Industry Banking
Experience
The Bank of Salem 2009 - Present
Sun Security Bank 2003 - 2009
Charles Schwab 2000 - 2003
Education
University of Central Missouri 1990 — 1993
Bachelor’s Degree, Business Administration, Marketing
The Bank of Salem 2009 - Present
Sun Security Bank 2003 - 2009
Charles Schwab 2000 - 2003
Education
University of Central Missouri 1990 — 1993
Bachelor’s Degree, Business Administration, Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank