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
Brian McDowell, CFA Brian McDowell, CFA's Charles Schwab Experience 1999 - 2003
Job Managing Director at United Capital Financial Advisers, LLC / Director of Research & Trading Capital Investment Counsel
Industry Financial Services
Experience
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel 2010 - Present
Capital Investment Counsel 2008 - 2010
Capital Investment Counsel 2003 - 2008
Charles Schwab 1999 - 2003
Skills
Investments, Market Research, Investment Management, Portfolio Management, Financial Services, Equities, Financial Education, Strategic Financial..., Fixed Income, Trading, Asset Managment, Investment Strategies, Research, Investment Advisory, Finance, Asset Allocation, Analysis, Financial Analysis, Alternative Investments, Economics, Management, Estate Planning, Fixed Income Analysis, Economic Research
Education
University of Colorado at Boulder 1995 — 1999
BS, Business Administration - Finance
Semester at Sea 1998 — 1998
Fall 1998
United Capital Financial Advisers, LLC January 2015 - Present
Capital Investment Counsel 2010 - Present
Capital Investment Counsel 2008 - 2010
Capital Investment Counsel 2003 - 2008
Charles Schwab 1999 - 2003
Skills
Investments, Market Research, Investment Management, Portfolio Management, Financial Services, Equities, Financial Education, Strategic Financial..., Fixed Income, Trading, Asset Managment, Investment Strategies, Research, Investment Advisory, Finance, Asset Allocation, Analysis, Financial Analysis, Alternative Investments, Economics, Management, Estate Planning, Fixed Income Analysis, Economic Research
Education
University of Colorado at Boulder 1995 — 1999
BS, Business Administration - Finance
Semester at Sea 1998 — 1998
Fall 1998
Michael Calder Michael Calder's Charles Schwab Experience December 2007 - March 2009
Job Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
Tyler Froshaug Tyler Froshaug's Charles Schwab Experience November 2009 - December 2010
Job Engineer Officer at US Army
Industry Financial Services
Experience
US Army November 2014 - Present
Janus Capital Group December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Skills
Mutual Funds, Investments, Asset Allocation, Stocks, Bonds, Series 7, Series 63, Variable Annuities, Financial Advisory, Asset Management, Alternative Investments, Series 6, Securities
Education
University of Colorado at Boulder 2006 — 2009
Bachelor of Architecture (B.Arch.), Architecture
Douglas County High School
US Army November 2014 - Present
Janus Capital Group December 2010 - June 2014
Charles Schwab November 2009 - December 2010
Skills
Mutual Funds, Investments, Asset Allocation, Stocks, Bonds, Series 7, Series 63, Variable Annuities, Financial Advisory, Asset Management, Alternative Investments, Series 6, Securities
Education
University of Colorado at Boulder 2006 — 2009
Bachelor of Architecture (B.Arch.), Architecture
Douglas County High School
Brandon Carpenter Brandon Carpenter's Charles Schwab Experience January 2012 - December 2013
Job Associate
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Fidelity Investments August 2014 - Present
TIAA-CREF December 2013 - Present
Charles Schwab January 2012 - December 2013
Schwab Advisor Services November 2010 - December 2011
Charles Schwab May 2008 - October 2010
Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options
Education
University of Colorado Boulder 2003 — 2007
Bachelor of Arts (BA), Economics
Elizabeth Morse Elizabeth Morse's Charles Schwab Experience January 1997 - May 2005
Job Financial Services Executive
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF November 2006 - April 2014
TIAA-CREF June 2005 - November 2006
Charles Schwab January 1997 - May 2005
Skills
Series 7, Series 9,10, Series 63, Life and Health..., Investments, Mutual Funds, Securities, Wealth Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Retirement, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Investment Management
Education
University of Colorado at Boulder
Bacholer of Arts, International Affairs
TIAA-CREF April 2014 - Present
TIAA-CREF November 2006 - April 2014
TIAA-CREF June 2005 - November 2006
Charles Schwab January 1997 - May 2005
Skills
Series 7, Series 9,10, Series 63, Life and Health..., Investments, Mutual Funds, Securities, Wealth Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Retirement, Asset Allocation, Asset Management, Fixed Income, Investment Advisory, Investment Management
Education
University of Colorado at Boulder
Bacholer of Arts, International Affairs
Kim Han Kim Han's Charles Schwab Experience June 2015 - Present
Job Associate Sharepoint Analyst
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - Present
Epsilon July 2014 - January 2015
University of Colorado Boulder September 2012 - September 2013
ULA - United Launch Alliance - Lockheed Martin & Boeing May 2012 - August 2012
University of Colorado, Pre Collegiate Developement Program August 2010 - August 2011
Office of economic development March 2009 - June 2009
Skills
Data Analysis, Database Design, Data Mining, Process Simulation, Bloomberg Terminal, Communication, Community Outreach, SAP, Critical Thinking, Time Management, Microsoft Excel
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations, Junior
Charles Schwab June 2015 - Present
Epsilon July 2014 - January 2015
University of Colorado Boulder September 2012 - September 2013
ULA - United Launch Alliance - Lockheed Martin & Boeing May 2012 - August 2012
University of Colorado, Pre Collegiate Developement Program August 2010 - August 2011
Office of economic development March 2009 - June 2009
Skills
Data Analysis, Database Design, Data Mining, Process Simulation, Bloomberg Terminal, Communication, Community Outreach, SAP, Critical Thinking, Time Management, Microsoft Excel
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations, Junior
Candace (Denton) Widdoes's Charles Schwab Experience August 2006 - March 2007
Job Vice President Strategic Partnerships at Plug and Play Tech Center
Industry Venture Capital & Private Equity
Experience
Plug and Play Tech Center November 2011 - Present
Plug and Play Tech Center September 2010 - November 2011
Plug and Play Tech Center June 2008 - September 2010
WiLine Networks September 2007 - June 2008
Old Mutual March 2007 - August 2007
Charles Schwab August 2006 - March 2007
Pulte Mortgage, LLC 2004 - 2006
Tres Amigos World Imports 2000 - 2004
Skills
Identifying New..., Strategic Partnerships, Sales Management, Marketing Communications, Online Marketing, Email Marketing, Public Speaking, Online Advertising, Negotiation, Business Development, Mergers, Start-ups, New Business Development, Program Management, New Business..., Business Strategy, Entrepreneurship, Management, Sales, Social Impact, Lead Generation, Competitive Analysis, Corporate Development, Venture Capital, Strategy, Product Management, Mergers & Acquisitions, Cross-functional Team..., SaaS, E-commerce, Investments, Go-to-market Strategy, Mobile Devices, Marketing, Business Planning, Angel Investing, Finance, Executive Management, Product Marketing, Venture Financing, M&A experience, Enterprise Software, Analytics, Due Diligence, Mobile Applications, Private Equity
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Business/Finance
Plug and Play Tech Center November 2011 - Present
Plug and Play Tech Center September 2010 - November 2011
Plug and Play Tech Center June 2008 - September 2010
WiLine Networks September 2007 - June 2008
Old Mutual March 2007 - August 2007
Charles Schwab August 2006 - March 2007
Pulte Mortgage, LLC 2004 - 2006
Tres Amigos World Imports 2000 - 2004
Skills
Identifying New..., Strategic Partnerships, Sales Management, Marketing Communications, Online Marketing, Email Marketing, Public Speaking, Online Advertising, Negotiation, Business Development, Mergers, Start-ups, New Business Development, Program Management, New Business..., Business Strategy, Entrepreneurship, Management, Sales, Social Impact, Lead Generation, Competitive Analysis, Corporate Development, Venture Capital, Strategy, Product Management, Mergers & Acquisitions, Cross-functional Team..., SaaS, E-commerce, Investments, Go-to-market Strategy, Mobile Devices, Marketing, Business Planning, Angel Investing, Finance, Executive Management, Product Marketing, Venture Financing, M&A experience, Enterprise Software, Analytics, Due Diligence, Mobile Applications, Private Equity
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Business/Finance
Ryan Donnel's Charles Schwab Experience August 2014 - Present
Job Derivatives Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Scottrade December 2013 - August 2014
Dean Callan & Company, Inc. January 2011 - April 2011
Colorado Capital Management May 2010 - July 2010
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Finance, Strategic Financial..., Economics, Real Estate Economics, Due Diligence, Entrepreneurship, Commercial Real Estate, Microsoft Excel, Series 7, Accounting, Market Research, Financial Reporting, Investment Properties, Real Estate, Mutual Funds, Asset Allocation, Securities, Bloomberg Terminal
Education
University of Colorado at Boulder 2009 — 2013
B.A., Economics
University of New South Wales 2010 — 2010
Study Abroad Program
Charles Schwab August 2014 - Present
Scottrade December 2013 - August 2014
Dean Callan & Company, Inc. January 2011 - April 2011
Colorado Capital Management May 2010 - July 2010
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Finance, Strategic Financial..., Economics, Real Estate Economics, Due Diligence, Entrepreneurship, Commercial Real Estate, Microsoft Excel, Series 7, Accounting, Market Research, Financial Reporting, Investment Properties, Real Estate, Mutual Funds, Asset Allocation, Securities, Bloomberg Terminal
Education
University of Colorado at Boulder 2009 — 2013
B.A., Economics
University of New South Wales 2010 — 2010
Study Abroad Program
Ryan Moschel Ryan Moschel's Charles Schwab Experience June 2014 - Present
Job Conversion Consultant Acquisition & New Client Experience, Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab August 2011 - May 2014
Charles Schwab September 2010 - August 2011
Charles Schwab August 2008 - September 2010
Skills
Series 7, Series 63, Equities, Options, Trading, Retirement, Customer Service, Securities, Mutual Funds, Asset Management, Hedge Funds, Investments
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Science in Business Administration, Finance
Charles Schwab June 2014 - Present
Charles Schwab August 2011 - May 2014
Charles Schwab September 2010 - August 2011
Charles Schwab August 2008 - September 2010
Skills
Series 7, Series 63, Equities, Options, Trading, Retirement, Customer Service, Securities, Mutual Funds, Asset Management, Hedge Funds, Investments
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Science in Business Administration, Finance
Phil Huynh Phil Huynh's Charles Schwab Experience January 2008 - August 2011
Job Financial Analyst at Vistar
Industry Consumer Goods
Experience
Vistar February 2014 - Present
WhiteWave Foods June 2012 - October 2013
Charles Schwab January 2008 - August 2011
Walgreens June 2006 - December 2007
Skills
Investments, Financial Modeling, Forecasting, Competitive Analysis, Portfolio Management, Management, Risk Management, Trading, Mutual Funds, Financial Analysis, Financial Risk, Customer Service, Bloomberg Terminal, Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Denver 2000 — 2004
Bachelor of Science, Finance
Vistar February 2014 - Present
WhiteWave Foods June 2012 - October 2013
Charles Schwab January 2008 - August 2011
Walgreens June 2006 - December 2007
Skills
Investments, Financial Modeling, Forecasting, Competitive Analysis, Portfolio Management, Management, Risk Management, Trading, Mutual Funds, Financial Analysis, Financial Risk, Customer Service, Bloomberg Terminal, Accounting
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Denver 2000 — 2004
Bachelor of Science, Finance
Adrianna Simpson Adrianna Simpson's Charles Schwab Experience November 2014 - Present
Job Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Jonathan Culwell Jonathan Culwell's Charles Schwab Experience June 2007 - August 2010
Job Owner at Culwell Law, Ltd
Industry Law Practice
Experience
Culwell Law, Ltd August 2014 - Present
Colorado Legal Services November 2013 - January 2015
Colorado Office of the Attorney General April 2014 - August 2014
Legal OnRamp January 2014 - April 2014
University of Denver Water Law Review September 2011 - May 2013
LexisNexis June 2011 - May 2013
University of Denver Sturm College of Law August 2010 - May 2013
Zakhem Law, LLC September 2011 - December 2011
The Sawaya Law Firm May 2011 - August 2011
Charles Schwab June 2007 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Corporate Law, Editing, Microsoft Office, Environmental Law, Legal Assistance, Lexis, Social Media, Employment Law, PowerPoint, Policy, Commercial Litigation, LexisNexis, Litigation
Education
University of Denver - Sturm College of Law 2010 — 2013
Juris Doctor
University of Colorado at Boulder 2001 — 2004
BA, Communication, English
Culwell Law, Ltd August 2014 - Present
Colorado Legal Services November 2013 - January 2015
Colorado Office of the Attorney General April 2014 - August 2014
Legal OnRamp January 2014 - April 2014
University of Denver Water Law Review September 2011 - May 2013
LexisNexis June 2011 - May 2013
University of Denver Sturm College of Law August 2010 - May 2013
Zakhem Law, LLC September 2011 - December 2011
The Sawaya Law Firm May 2011 - August 2011
Charles Schwab June 2007 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Corporate Law, Editing, Microsoft Office, Environmental Law, Legal Assistance, Lexis, Social Media, Employment Law, PowerPoint, Policy, Commercial Litigation, LexisNexis, Litigation
Education
University of Denver - Sturm College of Law 2010 — 2013
Juris Doctor
University of Colorado at Boulder 2001 — 2004
BA, Communication, English
Nica Rognmoe Nica Rognmoe's Charles Schwab Experience November 2011 - March 2014
Job Freelance Journalist, Personal Assistant, Communications Specialist, AML/OFAC Analyst
Industry Public Relations and Communications
Experience
Self Employed May 2007 - Present
Charles Schwab November 2011 - March 2014
Murphys Bar and Grill August 2007 - October 2012
Self Employed September 2009 - January 2011
SHiFT March 2008 - March 2009
Skills
Budgets, Copy Editing, Windows, Creative Writing, Outlook, Editing, Research, English, Microsoft Word, Photoshop, Microsoft Office, Public Relations, Newsletters, Press Releases, Facebook, Customer Service, Social Media, Social Networking
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Science, Journalism
Self Employed May 2007 - Present
Charles Schwab November 2011 - March 2014
Murphys Bar and Grill August 2007 - October 2012
Self Employed September 2009 - January 2011
SHiFT March 2008 - March 2009
Skills
Budgets, Copy Editing, Windows, Creative Writing, Outlook, Editing, Research, English, Microsoft Word, Photoshop, Microsoft Office, Public Relations, Newsletters, Press Releases, Facebook, Customer Service, Social Media, Social Networking
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Science, Journalism
Joanna Heckman, CFP® Joanna Heckman, CFP®'s Charles Schwab Experience
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Charles Schwab
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Ryan Smith Ryan Smith's Charles Schwab Experience September 2012 - Present
Job Senior Manager, Model Risk Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Wolfram Research September 2007 - September 2012
APS, Inc. May 2001 - May 2007
Deutsche Bank March 1999 - March 2001
Skills
Java, Monte Carlo Simulation, Mathematica, Mathematical Programming, Mathematical Analysis, Quantitative Finance, Data Analysis, Data Mining, Databases, Physics, Magnetics, Chaos Theory, Economics, Financial Modeling, Financial Engineering, Portfolio Management, Trading Systems, Electronic Trading, Mathematics, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Linux, Algorithms, Programming, Software Development, Simulation, Stochastic Calculus, Quantitative Analysis, Derivatives, Excel, Risk Management, VBA, OOP, Software Engineering, Scientific Computing, Fixed Income, Quantitative Analytics, Python, Machine Learning, Matlab, Statistical Modeling
Education
University of Colorado at Colorado Springs 2002 — 2007
MS, Physics
University of Colorado at Boulder 1993 — 1998
BS, Finance
Charles Schwab September 2012 - Present
Wolfram Research September 2007 - September 2012
APS, Inc. May 2001 - May 2007
Deutsche Bank March 1999 - March 2001
Skills
Java, Monte Carlo Simulation, Mathematica, Mathematical Programming, Mathematical Analysis, Quantitative Finance, Data Analysis, Data Mining, Databases, Physics, Magnetics, Chaos Theory, Economics, Financial Modeling, Financial Engineering, Portfolio Management, Trading Systems, Electronic Trading, Mathematics, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Linux, Algorithms, Programming, Software Development, Simulation, Stochastic Calculus, Quantitative Analysis, Derivatives, Excel, Risk Management, VBA, OOP, Software Engineering, Scientific Computing, Fixed Income, Quantitative Analytics, Python, Machine Learning, Matlab, Statistical Modeling
Education
University of Colorado at Colorado Springs 2002 — 2007
MS, Physics
University of Colorado at Boulder 1993 — 1998
BS, Finance
Christina Pagano's Charles Schwab Experience April 2014 - Present
Job Client and Content Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab September 2013 - April 2014
Charles Schwab August 2011 - September 2013
Skills
Leadership, Financial Services, Public Speaking
Education
University of Colorado Denver 2011 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado Boulder 2007 — 2011
Bachelor of Arts (B.A.), Psychology, Economics Minor: Political Science
Charles Schwab April 2014 - Present
Charles Schwab September 2013 - April 2014
Charles Schwab August 2011 - September 2013
Skills
Leadership, Financial Services, Public Speaking
Education
University of Colorado Denver 2011 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado Boulder 2007 — 2011
Bachelor of Arts (B.A.), Psychology, Economics Minor: Political Science
Monica Ryu's Charles Schwab Experience June 2014 - March 2015
Job Operations Associate at Personal Capital
Industry Financial Services
Experience
Personal Capital April 2015 - Present
Charles Schwab June 2014 - March 2015
Scottrade May 2013 - June 2014
Wells Fargo November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office May 2012 - November 2012
Lutheran Family Services Rocky Mountains July 2012 - September 2012
William A. Wise Law Library August 2010 - May 2012
Art for Social Change July 2010 - February 2012
US Export Assistance Center September 2011 - December 2011
Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach
Education
University of Colorado at Boulder 2008 — 2012
BA, International Affairs
Personal Capital April 2015 - Present
Charles Schwab June 2014 - March 2015
Scottrade May 2013 - June 2014
Wells Fargo November 2012 - May 2013
Governor John Hickenlooper-Citizen's Advocate Office May 2012 - November 2012
Lutheran Family Services Rocky Mountains July 2012 - September 2012
William A. Wise Law Library August 2010 - May 2012
Art for Social Change July 2010 - February 2012
US Export Assistance Center September 2011 - December 2011
Skills
Chinese, Korean, Microsoft Office, Public Speaking, Social Media, Research, Event Planning, Customer Service, Public Relations, Microsoft Word, Editing, International Relations, English, Community Outreach
Education
University of Colorado at Boulder 2008 — 2012
BA, International Affairs
Nathaniel Cicotello Nathaniel Cicotello's Charles Schwab Experience August 1999 - Present
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 1999 - Present
Skills
Series 7, Series 63, Certified Financial...
Education
University of Colorado Boulder 1995 — 1999
Charles Schwab August 1999 - Present
Skills
Series 7, Series 63, Certified Financial...
Education
University of Colorado Boulder 1995 — 1999
Pat Shea's Charles Schwab Experience March 2014 - Present
Job Sr Manager, Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab January 2008 - March 2014
Charles Schwab January 2006 - December 2007
Ameriprise Financial Services, Inc. June 2005 - December 2005
Skills
Financial Services, Finance, Investments, Leadership, Investment Strategies, Trading, Capital Markets, Team Management, Team Leadership, Business Development, Strategy, Team Building, Team-oriented, Competitive Analysis, Business Strategy, Management, Project Management, Product Management, Marketing
Education
University of Colorado at Boulder 2001 — 2004
B.A., History, Cum Laude
Charles Schwab March 2014 - Present
Charles Schwab January 2008 - March 2014
Charles Schwab January 2006 - December 2007
Ameriprise Financial Services, Inc. June 2005 - December 2005
Skills
Financial Services, Finance, Investments, Leadership, Investment Strategies, Trading, Capital Markets, Team Management, Team Leadership, Business Development, Strategy, Team Building, Team-oriented, Competitive Analysis, Business Strategy, Management, Project Management, Product Management, Marketing
Education
University of Colorado at Boulder 2001 — 2004
B.A., History, Cum Laude
Jonathan Laincz's Charles Schwab Experience December 2014 - Present
Job Margin Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab July 2009 - March 2013
Charles Schwab May 2007 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Equity Trading, Budgets, Portfolio Management, Series 63, Series 7, Securities, Risk Management, Risk Analysis, Customer Service, PowerPoint, Research, Strategic Planning, Credit Risk, Options, Options Strategies, English, Windows, Teaching
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Science Business Administration, Finance
Charles Schwab December 2014 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab July 2009 - March 2013
Charles Schwab May 2007 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Equity Trading, Budgets, Portfolio Management, Series 63, Series 7, Securities, Risk Management, Risk Analysis, Customer Service, PowerPoint, Research, Strategic Planning, Credit Risk, Options, Options Strategies, English, Windows, Teaching
Education
University of Colorado Boulder 2002 — 2006
Bachelor of Science Business Administration, Finance
Jason Kiddoo's Charles Schwab Experience September 2011 - May 2014
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab September 2011 - May 2014
MB Trading May 2006 - September 2011
Aflac August 2005 - May 2006
Blue Cross and Blue Shield Association May 2005 - May 2006
Bankers Life and Casualty June 2004 - May 2006
PCM June 2003 - June 2004
Skills
Series 63, Series 7, Sales, Trading, Customer Service, Stocks, Portfolio Management, Investment Management, Retirement Planning, Mutual Funds, Foreign Exchange, Electronic Trading, Cold Calling, Wealth Management, Technical Analysis, Series 65, CA Insurance License, Portfolio Assessment, Portfolio Development, Portfolio Risk, Holistic Financial..., Bonds, ETFs, Sales Prospecting, Door to Door, Business to Business..., Life Insurance, Asset Managment, Long-term Care, Separately Managed..., Trading Systems, Mortgage Lending, IRAs, 401k Rollovers, High Net Worth..., Asset Allocation
Education
University of Colorado Boulder 1998 — 2002
Business Administration, Marketing
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab September 2011 - May 2014
MB Trading May 2006 - September 2011
Aflac August 2005 - May 2006
Blue Cross and Blue Shield Association May 2005 - May 2006
Bankers Life and Casualty June 2004 - May 2006
PCM June 2003 - June 2004
Skills
Series 63, Series 7, Sales, Trading, Customer Service, Stocks, Portfolio Management, Investment Management, Retirement Planning, Mutual Funds, Foreign Exchange, Electronic Trading, Cold Calling, Wealth Management, Technical Analysis, Series 65, CA Insurance License, Portfolio Assessment, Portfolio Development, Portfolio Risk, Holistic Financial..., Bonds, ETFs, Sales Prospecting, Door to Door, Business to Business..., Life Insurance, Asset Managment, Long-term Care, Separately Managed..., Trading Systems, Mortgage Lending, IRAs, 401k Rollovers, High Net Worth..., Asset Allocation
Education
University of Colorado Boulder 1998 — 2002
Business Administration, Marketing
Jeff Garrity Jeff Garrity's Charles Schwab Experience December 2006 - March 2010
Job Videographer/Film and Video Editor
Industry Financial Services
Experience
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Randy Mancherian Randy Mancherian's Charles Schwab Experience 2007 - 2008
Job Vice President Sales Western Region at Greenway Medical Technologies
Industry Information Technology and Services
Experience
Greenway Health January 2012 - Present
Greenway Health April 2008 - January 2012
Charles Schwab 2007 - 2008
EchoStar Communications 2001 - 2007
Q Strategies 1999 - 2001
Accenture 1996 - 1999
Skills
SaaS, Cloud Computing, CRM, Customer Experience, Strategic Partnerships, Healthcare Information..., Direct Sales, Program Management, Sales Operations, Sales, Lead Generation, Sales Management, Team Building, Sales Process, New Business Development, Solution Selling, Salesforce.com, Management, Selling, Business Development, Channel Partners, Enterprise Software, Leadership, Account Management, Process Improvement, Project Management, Consulting
Education
University of Colorado Executive MBA 2005 — 2007
MBA, Business
University of Colorado at Boulder 1991 — 1995
Bachelors of Arts and MBA
Greenway Health January 2012 - Present
Greenway Health April 2008 - January 2012
Charles Schwab 2007 - 2008
EchoStar Communications 2001 - 2007
Q Strategies 1999 - 2001
Accenture 1996 - 1999
Skills
SaaS, Cloud Computing, CRM, Customer Experience, Strategic Partnerships, Healthcare Information..., Direct Sales, Program Management, Sales Operations, Sales, Lead Generation, Sales Management, Team Building, Sales Process, New Business Development, Solution Selling, Salesforce.com, Management, Selling, Business Development, Channel Partners, Enterprise Software, Leadership, Account Management, Process Improvement, Project Management, Consulting
Education
University of Colorado Executive MBA 2005 — 2007
MBA, Business
University of Colorado at Boulder 1991 — 1995
Bachelors of Arts and MBA
Benjamin Naasko's Charles Schwab Experience July 2000 - May 2006
Job Insurance Agent at Bankers Life and Casualty Company
Industry Financial Services
Experience
Bankers Life and Casualty Company April 2014 - Present
TIAA-CREF May 2006 - May 2013
Charles Schwab July 2000 - May 2006
Southern Illinois University August 1999 - December 1999
University of Colorado August 1996 - December 1997
Skills
Financial Services, Teaching Adults, English, Teaching Writing, History, Philosophy, Microsoft Excel, Theology, Microsoft Word, Siebel, Customer Service, Sales, Brokerage, Variable Annuities, Lean Thinking, Life Insurance
Education
University of Colorado Denver 1996 — 1998
Master of Humanities, Interdisciplinary Humanities
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (BA), History, Philosophy
Bankers Life and Casualty Company April 2014 - Present
TIAA-CREF May 2006 - May 2013
Charles Schwab July 2000 - May 2006
Southern Illinois University August 1999 - December 1999
University of Colorado August 1996 - December 1997
Skills
Financial Services, Teaching Adults, English, Teaching Writing, History, Philosophy, Microsoft Excel, Theology, Microsoft Word, Siebel, Customer Service, Sales, Brokerage, Variable Annuities, Lean Thinking, Life Insurance
Education
University of Colorado Denver 1996 — 1998
Master of Humanities, Interdisciplinary Humanities
University of Colorado Boulder 1990 — 1995
Bachelor of Arts (BA), History, Philosophy
Erica (Naylor) Merwin Erica (Naylor) Merwin's Charles Schwab Experience November 1999 - August 2006
Job Bookkeeper
Industry Food & Beverages
Experience
Ithaca Bakery/Collegetown Bagels May 2014 - Present
Black Diamond Farm August 2006 - Present
Regional Access February 2010 - April 2014
Charles Schwab November 1999 - August 2006
Skills
Event Planning, Strategic Planning, Salesforce.com, Marketing Strategy, Budgets, Nonprofits, Advertising, Social Media Marketing, Marketing Communications, Event Management, Social Networking, Sales Management, Public Speaking, Management, Customer Service, Social Media, Research, Microsoft Office, Sales, Marketing, Editing
Education
University of Colorado at Boulder 1994 — 1997
Bachelor's degree, Spanish Language and Literature
Ithaca Bakery/Collegetown Bagels May 2014 - Present
Black Diamond Farm August 2006 - Present
Regional Access February 2010 - April 2014
Charles Schwab November 1999 - August 2006
Skills
Event Planning, Strategic Planning, Salesforce.com, Marketing Strategy, Budgets, Nonprofits, Advertising, Social Media Marketing, Marketing Communications, Event Management, Social Networking, Sales Management, Public Speaking, Management, Customer Service, Social Media, Research, Microsoft Office, Sales, Marketing, Editing
Education
University of Colorado at Boulder 1994 — 1997
Bachelor's degree, Spanish Language and Literature
James Leffingwell James Leffingwell's Charles Schwab Experience 2014 - 2015
Job President JVL Systems
Industry Information Technology and Services
Experience
JVL Systems LLC April 2001 - Present
Charles Schwab 2014 - 2015
Charles Schwab 2014 - 2015
Junction Solutions September 2013 - July 2014
RBA, Inc. August 2011 - September 2013
IHS 2010 - 2011
Viatech Consulting January 2009 - March 2010
Bolder Technologies January 1997 - January 2001
JCIT International January 1996 - January 1997
Skills
Database Development, Integration, Manufacturing, Scrum, Business Intelligence, Project Management, Databases, SharePoint, SSRS, SQL, SSIS, Microsoft SQL Server, Enterprise Architecture, Analysis, Testing, Management, Data Modeling, Enterprise Software, T-SQL, ETL, Data Warehousing, TFS, Business Analysis, Consulting, SDLC, Requirements Analysis
Education
University of Colorado at Boulder - Leeds School of Business
B.S., Production Operations Management
JVL Systems LLC April 2001 - Present
Charles Schwab 2014 - 2015
Charles Schwab 2014 - 2015
Junction Solutions September 2013 - July 2014
RBA, Inc. August 2011 - September 2013
IHS 2010 - 2011
Viatech Consulting January 2009 - March 2010
Bolder Technologies January 1997 - January 2001
JCIT International January 1996 - January 1997
Skills
Database Development, Integration, Manufacturing, Scrum, Business Intelligence, Project Management, Databases, SharePoint, SSRS, SQL, SSIS, Microsoft SQL Server, Enterprise Architecture, Analysis, Testing, Management, Data Modeling, Enterprise Software, T-SQL, ETL, Data Warehousing, TFS, Business Analysis, Consulting, SDLC, Requirements Analysis
Education
University of Colorado at Boulder - Leeds School of Business
B.S., Production Operations Management
Shayla (Miller) Love's Charles Schwab Experience May 2008 - April 2009
Job Senior Project Manager
Industry Marketing and Advertising
Experience
AKQA July 2014 - Present
Razorfish December 2010 - July 2014
New Media Parents 2009 - 2011
Venables Bell and Partners October 2010 - November 2010
Various April 2009 - November 2010
Razorfish October 2010 - October 2010
Charles Schwab May 2008 - April 2009
McCann Erickson 2006 - 2008
Publicis in the West 2006 - 2006
Publicis & Hal Riney April 2003 - December 2005
Skills
Creative Direction, Social Media Marketing, New Media, Adobe Creative Suite, Advertising, Graphic Design, InDesign, Mac, Illustrator, Art Direction, Photography, Photoshop, Illustration, Email Marketing, Copywriting, Web Design, Social Media, Flash, Digital Photography, Wordpress, Video Production, Editing
Education
University of Colorado Boulder 1998 — 2002
BASA, Art, Business, Media and technology
AKQA July 2014 - Present
Razorfish December 2010 - July 2014
New Media Parents 2009 - 2011
Venables Bell and Partners October 2010 - November 2010
Various April 2009 - November 2010
Razorfish October 2010 - October 2010
Charles Schwab May 2008 - April 2009
McCann Erickson 2006 - 2008
Publicis in the West 2006 - 2006
Publicis & Hal Riney April 2003 - December 2005
Skills
Creative Direction, Social Media Marketing, New Media, Adobe Creative Suite, Advertising, Graphic Design, InDesign, Mac, Illustrator, Art Direction, Photography, Photoshop, Illustration, Email Marketing, Copywriting, Web Design, Social Media, Flash, Digital Photography, Wordpress, Video Production, Editing
Education
University of Colorado Boulder 1998 — 2002
BASA, Art, Business, Media and technology
Shanell Laner's Charles Schwab Experience May 2008 - February 2010
Job Clinical Research Associate at Cochlear
Industry Medical Devices
Experience
Cochlear August 2014 - Present
Cochlear January 2012 - August 2014
Cochlear December 2010 - January 2012
Cochlear February 2010 - December 2010
Charles Schwab May 2008 - February 2010
Skills
Hospitals, Surgery, Medical Devices, Customer Service, Marketing, Sales, Strategic Planning, Healthcare, Public Speaking, Process Improvement, Strategy, Project Management, Time Management, Sales Operations, Management, Call Centers, Product Launch, Leadership, Account Management, Cross-functional Team..., Training, Marketing Strategy, Team Building, Sales Management
Education
University of Colorado Boulder 2005 — 2007
Bachelor of Arts and Sciences, Economics
Cochlear August 2014 - Present
Cochlear January 2012 - August 2014
Cochlear December 2010 - January 2012
Cochlear February 2010 - December 2010
Charles Schwab May 2008 - February 2010
Skills
Hospitals, Surgery, Medical Devices, Customer Service, Marketing, Sales, Strategic Planning, Healthcare, Public Speaking, Process Improvement, Strategy, Project Management, Time Management, Sales Operations, Management, Call Centers, Product Launch, Leadership, Account Management, Cross-functional Team..., Training, Marketing Strategy, Team Building, Sales Management
Education
University of Colorado Boulder 2005 — 2007
Bachelor of Arts and Sciences, Economics
Andrew Heidenreich's Charles Schwab Experience 2011 - April 2013
Job Strategy and Market Intelligence Analyst II at Dish Network
Industry Broadcast Media
Experience
Dish Network March 2013 - Present
Charles Schwab 2011 - April 2013
Offices of Congresswoman Diana DeGette January 2011 - June 2012
Walgreens home infusion services 2010 - 2010
Skills
Research, Strategy, Project Management, Customer Service, Process Improvement, Microsoft Excel, Program Management, Microsoft Office
Education
University of Colorado Boulder 2007 — 2011
Dish Network March 2013 - Present
Charles Schwab 2011 - April 2013
Offices of Congresswoman Diana DeGette January 2011 - June 2012
Walgreens home infusion services 2010 - 2010
Skills
Research, Strategy, Project Management, Customer Service, Process Improvement, Microsoft Excel, Program Management, Microsoft Office
Education
University of Colorado Boulder 2007 — 2011
Casey Hannen's Charles Schwab Experience May 2014 - Present
Job Senior Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
Charles Schwab October 2010 - April 2014
Charles Schwab October 2003 - October 2010
Charles Schwab September 1999 - October 2003
Skills
Financial Modeling, Financial Analysis, Investments, Finance, Corporate Finance, Accounting, Portfolio Management, Financial Reporting, Valuation, Financial Statement..., Mutual Funds, Equities, Managerial Finance, Banking, Financial Accounting, Risk Management, Financial Planners, Series 7, Data Mining, Databases, Data Warehousing, Data Analysis, Information Management, Information Security, Information Design, Wealth Management, Fixed Income
Education
University of Colorado at Denver 2011 — 2013
Master's degree, Management Information Systems, General
University of Colorado at Denver 2005 — 2007
Master's degree, Finance, General
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Charles Schwab May 2014 - Present
Charles Schwab October 2010 - April 2014
Charles Schwab October 2003 - October 2010
Charles Schwab September 1999 - October 2003
Skills
Financial Modeling, Financial Analysis, Investments, Finance, Corporate Finance, Accounting, Portfolio Management, Financial Reporting, Valuation, Financial Statement..., Mutual Funds, Equities, Managerial Finance, Banking, Financial Accounting, Risk Management, Financial Planners, Series 7, Data Mining, Databases, Data Warehousing, Data Analysis, Information Management, Information Security, Information Design, Wealth Management, Fixed Income
Education
University of Colorado at Denver 2011 — 2013
Master's degree, Management Information Systems, General
University of Colorado at Denver 2005 — 2007
Master's degree, Finance, General
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.), Psychology
Robert Siegwarth Robert Siegwarth's Charles Schwab Experience January 1998 - January 2001
Job Client Server Developer III at Providence Health & Services
Industry Information Technology and Services
Experience
Providence Health & Services December 2012 - Present
CrossCurrent, Inc. November 2011 - December 2011
Regence Blue Cross/Blue Shield May 2011 - November 2011
Oregon Health Authority January 2011 - May 2011
2010Samaritan Health Services January 2007 - December 2010
2005-2007Comsys/Oregon Department of Transportation 2005 - 2007
COMSYS January 2003 - January 2005
2003-2005Blackbaud/KINTERA/CTSG 2003 - 2005
Voice Direct Media and Thomasville Furniture January 2001 - January 2003
Charles Schwab January 1998 - January 2001
Skills
SQL Server, ASP.NET, Systems Analysis, Agile Project Management, T-SQL, C#, CSS, VB.NET, SQL, Databases, JavaScript, .NET, Crystal Reports, HTML, Visio, Visual Basic, ASP, Visual Studio, Database Design, SSIS, AJAX, jQuery, Healthcare, Agile, SSRS, Requirements Analysis, Microsoft SQL Server
Education
University of Colorado at Boulder
BA, Computer Science Applications
Providence Health & Services December 2012 - Present
CrossCurrent, Inc. November 2011 - December 2011
Regence Blue Cross/Blue Shield May 2011 - November 2011
Oregon Health Authority January 2011 - May 2011
2010Samaritan Health Services January 2007 - December 2010
2005-2007Comsys/Oregon Department of Transportation 2005 - 2007
COMSYS January 2003 - January 2005
2003-2005Blackbaud/KINTERA/CTSG 2003 - 2005
Voice Direct Media and Thomasville Furniture January 2001 - January 2003
Charles Schwab January 1998 - January 2001
Skills
SQL Server, ASP.NET, Systems Analysis, Agile Project Management, T-SQL, C#, CSS, VB.NET, SQL, Databases, JavaScript, .NET, Crystal Reports, HTML, Visio, Visual Basic, ASP, Visual Studio, Database Design, SSIS, AJAX, jQuery, Healthcare, Agile, SSRS, Requirements Analysis, Microsoft SQL Server
Education
University of Colorado at Boulder
BA, Computer Science Applications
Coco (Courtney) Blaisdell Coco (Courtney) Blaisdell's Charles Schwab Experience October 1997 - 2000
Job Founder, Cocotay & Lifeistry
Industry Retail
Experience
Lifeistry.com October 2010 - Present
Bergdorf Goodman 2007 - Present
Cocotay Designs, LLC September 2005 - Present
Charles Schwab October 1997 - 2000
J. Walter Thompson 1997 - 1998
Skills
Apparel, Marketing Strategy
Education
University of Colorado at Boulder 1996 — 2000
business
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
Rumson Fair-Haven
Lifeistry.com October 2010 - Present
Bergdorf Goodman 2007 - Present
Cocotay Designs, LLC September 2005 - Present
Charles Schwab October 1997 - 2000
J. Walter Thompson 1997 - 1998
Skills
Apparel, Marketing Strategy
Education
University of Colorado at Boulder 1996 — 2000
business
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
Rumson Fair-Haven
Erin Powis's Charles Schwab Experience August 2000 - October 2001
Job Financial Advisor at Savings Bank of Mendocino County
Industry Financial Services
Experience
Savings Bank of Mendocino County August 2003 - Present
University of Phoenix October 2001 - August 2003
Charles Schwab August 2000 - October 2001
Education
University of Colorado at Boulder 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General, 14%
Potter Valley High School 1989 — 1993
Savings Bank of Mendocino County August 2003 - Present
University of Phoenix October 2001 - August 2003
Charles Schwab August 2000 - October 2001
Education
University of Colorado at Boulder 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General, 14%
Potter Valley High School 1989 — 1993
Dina Girard Dina Girard's Charles Schwab Experience May 2000 - August 2005
Job Operations Manager, Paragon 28
Industry Medical Devices
Experience
Paragon 28 2012 - Present
Charles Schwab May 2000 - August 2005
Commercial Federal Bank May 1998 - April 2000
Skills
Strategy, Accounts Receivable, Sales, QuickBooks, Auditing, Sales Management, Staff Development, Operations Management, Sales Operations, Credentialing, Finance, Banking, New Product Roll Out, Medical Devices, Event Planning, Event Management, Microsoft Excel, Portfolio Management, Selling, Fixed Income, Trading, Mortgage Lending, Cold Calling, Investments, Mutual Funds, New Business Development, Direct Sales, Sales Presentations, Leadership, Financial Analysis
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Paragon 28 2012 - Present
Charles Schwab May 2000 - August 2005
Commercial Federal Bank May 1998 - April 2000
Skills
Strategy, Accounts Receivable, Sales, QuickBooks, Auditing, Sales Management, Staff Development, Operations Management, Sales Operations, Credentialing, Finance, Banking, New Product Roll Out, Medical Devices, Event Planning, Event Management, Microsoft Excel, Portfolio Management, Selling, Fixed Income, Trading, Mortgage Lending, Cold Calling, Investments, Mutual Funds, New Business Development, Direct Sales, Sales Presentations, Leadership, Financial Analysis
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Meghan Maly, PMP Meghan Maly, PMP's Charles Schwab Experience May 2014 - Present
Job Senior Manager at Charles Schwab
Industry Computer Software
Experience
Charles Schwab May 2014 - Present
Charles Schwab December 2011 - May 2014
Charles Schwab February 2011 - January 2012
iLevel by Weyerhaeuser November 2008 - February 2011
OptiFrame Software March 2008 - November 2008
OptiFrame Software November 2007 - February 2008
OptiFrame Software December 2005 - November 2007
Brown Palace 2001 - 2003
Regal Entertainment Group 1996 - 2003
Skills
Certified Scrum Master..., PMP, Software Quality..., Project Management, Agile Methodologies, Software Project..., SDLC, Product Management, Cross-functional Team..., Scrum, Process Improvement, Software Development, Testing, Software Documentation, MS Project, Management
Education
University of Colorado Boulder 1998 — 2002
Charles Schwab May 2014 - Present
Charles Schwab December 2011 - May 2014
Charles Schwab February 2011 - January 2012
iLevel by Weyerhaeuser November 2008 - February 2011
OptiFrame Software March 2008 - November 2008
OptiFrame Software November 2007 - February 2008
OptiFrame Software December 2005 - November 2007
Brown Palace 2001 - 2003
Regal Entertainment Group 1996 - 2003
Skills
Certified Scrum Master..., PMP, Software Quality..., Project Management, Agile Methodologies, Software Project..., SDLC, Product Management, Cross-functional Team..., Scrum, Process Improvement, Software Development, Testing, Software Documentation, MS Project, Management
Education
University of Colorado Boulder 1998 — 2002
Kristen Haldeman Kauffman, MSF, PMP Kristen Haldeman Kauffman, MSF, PMP's Charles Schwab Experience January 1995 - January 2000
Job at
Industry Management Consulting
Experience
TIAA-CREF December 2014 - Present
Lowry Bookkeeping LLC October 2012 - Present
The Desert Foundation July 2007 - Present
Smooth Business Systems, Inc. August 2003 - Present
Janus Capital Group June 2014 - December 2014
Great-West Financial November 2010 - June 2014
Brown & Tedstrom, Inc. January 2001 - April 2003
Celebrate Colorado Artists/Downtown Denver Arts Festival 1999 - 2003
Charles Schwab January 1995 - January 2000
Skills
Customer Experience, Thought Leadership, VBA, Infrastructure, Information Management, Awesomeness, Charismatic Leadership, Business Analysis, Strategy, Business Process..., Mutual Funds, Series 7, Series 6, Series 63, Life and Health..., Six SIgma, PMP, Strategic Financial..., Entrepreneurship, Financial Services, Business Intelligence, Financial Analysis, Training, Leadership, Investments, Project Management, Analytics, Banking, Management, Analysis, Cross-functional Team..., Portfolio Management, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Management Consulting, Competitive Analysis, Asset Management, Product Management, Business Development, Business Planning, Business Process, Start-ups, Six Sigma, Consulting, Insurance, Mergers & Acquisitions, Relationship Management, Executive Management
Education
Project Management International 2004 — 2013
PMP, Project Management
University of Colorado Denver 1999 — 2003
Masters, Finance
University of Colorado Boulder 1987 — 1993
BA, Molecular, Cellular, Developmental Biology
South High School 1985 — 1987
George Washington High School
TIAA-CREF December 2014 - Present
Lowry Bookkeeping LLC October 2012 - Present
The Desert Foundation July 2007 - Present
Smooth Business Systems, Inc. August 2003 - Present
Janus Capital Group June 2014 - December 2014
Great-West Financial November 2010 - June 2014
Brown & Tedstrom, Inc. January 2001 - April 2003
Celebrate Colorado Artists/Downtown Denver Arts Festival 1999 - 2003
Charles Schwab January 1995 - January 2000
Skills
Customer Experience, Thought Leadership, VBA, Infrastructure, Information Management, Awesomeness, Charismatic Leadership, Business Analysis, Strategy, Business Process..., Mutual Funds, Series 7, Series 6, Series 63, Life and Health..., Six SIgma, PMP, Strategic Financial..., Entrepreneurship, Financial Services, Business Intelligence, Financial Analysis, Training, Leadership, Investments, Project Management, Analytics, Banking, Management, Analysis, Cross-functional Team..., Portfolio Management, Risk Management, Process Improvement, Financial Modeling, Vendor Management, Management Consulting, Competitive Analysis, Asset Management, Product Management, Business Development, Business Planning, Business Process, Start-ups, Six Sigma, Consulting, Insurance, Mergers & Acquisitions, Relationship Management, Executive Management
Education
Project Management International 2004 — 2013
PMP, Project Management
University of Colorado Denver 1999 — 2003
Masters, Finance
University of Colorado Boulder 1987 — 1993
BA, Molecular, Cellular, Developmental Biology
South High School 1985 — 1987
George Washington High School
Sheena A Oberoi, CFP® Sheena A Oberoi, CFP®'s Charles Schwab Experience May 2006 - August 2007
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Unified Wealth Management August 2007 - Present
Charles Schwab May 2006 - August 2007
Skills
Series 63, Series 7, Health Insurance, Term Life Insurance, Variable
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Bachelors, Finance
Unified Wealth Management August 2007 - Present
Charles Schwab May 2006 - August 2007
Skills
Series 63, Series 7, Health Insurance, Term Life Insurance, Variable
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Bachelors, Finance
Charles Vigil Charles Vigil's Charles Schwab Experience 2010 - 2013
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital December 2014 - Present
Scottrade June 2013 - November 2014
Charles Schwab 2010 - 2013
Disney and ESPN Media Networks March 2009 - December 2010
Skills
Trading, Technical Analysis, Financial Services, Portfolio Management, Fundamental Analysis, Personal Finance, Technical Writing, Customer Service, Customer Engagement, Securities Regulation, PowerPoint, Microsoft Excel, Video Production, Video Editing, Videography, Troubleshooting, Communication, Empathy, Writing, Guitarist, Mandolin, ukulele, Photography
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Cherry Creek High School
Personal Capital December 2014 - Present
Scottrade June 2013 - November 2014
Charles Schwab 2010 - 2013
Disney and ESPN Media Networks March 2009 - December 2010
Skills
Trading, Technical Analysis, Financial Services, Portfolio Management, Fundamental Analysis, Personal Finance, Technical Writing, Customer Service, Customer Engagement, Securities Regulation, PowerPoint, Microsoft Excel, Video Production, Video Editing, Videography, Troubleshooting, Communication, Empathy, Writing, Guitarist, Mandolin, ukulele, Photography
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Cherry Creek High School
Johnny Laychaypha's Charles Schwab Experience April 2014 - Present
Job Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Education
University of Colorado Boulder 2005 — 2009
BA, Economics
Charles Schwab April 2014 - Present
Education
University of Colorado Boulder 2005 — 2009
BA, Economics
Shayne Clark Shayne Clark's Charles Schwab Experience February 2014 - September 2014
Job Sales Manager/ Content Development Specialist
Industry Writing and Editing
Experience
24 Hour Fitness October 2014 - Present
Charles Schwab February 2014 - September 2014
Barnes & Noble October 2010 - October 2012
University of Colorado Denver March 2010 - September 2010
OfficeMax August 2006 - December 2009
Chipotle Mexican Grill June 2005 - March 2007
Skills
MOSS 2007, Writing, Creative Writing, Team Building, Teaching, Social Networking, PowerPoint, Negotiation, SEO, Editing, Public Speaking, Training, Microsoft Word, Event Planning, Retail, Social Media, Microsoft Excel, Time Management, Proofreading, Social Media Marketing, Marketing, Microsoft Office..., Sales, Management, Books, Strategy, Strategic Planning, Marketing Communications, Community Development, Program Management, Microsoft Office, Customer Service, Accounting, Photoshop, Leadership
Education
University of Colorado at Denver 2007 — 2009
Bachelor of Arts, English - Creative Writing
University of Colorado at Boulder
24 Hour Fitness October 2014 - Present
Charles Schwab February 2014 - September 2014
Barnes & Noble October 2010 - October 2012
University of Colorado Denver March 2010 - September 2010
OfficeMax August 2006 - December 2009
Chipotle Mexican Grill June 2005 - March 2007
Skills
MOSS 2007, Writing, Creative Writing, Team Building, Teaching, Social Networking, PowerPoint, Negotiation, SEO, Editing, Public Speaking, Training, Microsoft Word, Event Planning, Retail, Social Media, Microsoft Excel, Time Management, Proofreading, Social Media Marketing, Marketing, Microsoft Office..., Sales, Management, Books, Strategy, Strategic Planning, Marketing Communications, Community Development, Program Management, Microsoft Office, Customer Service, Accounting, Photoshop, Leadership
Education
University of Colorado at Denver 2007 — 2009
Bachelor of Arts, English - Creative Writing
University of Colorado at Boulder
Matthew Sparks's Charles Schwab Experience January 2000 - March 2004
Job Associate Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual January 2013 - Present
Northwestern Mutual June 2008 - January 2013
Wealth Strategies Group April 2007 - May 2008
Northwestern Mutual April 2004 - April 2007
Charles Schwab January 2000 - March 2004
Skills
Financial Education
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
Finance
Fort Lupton High 1991 — 1995
Northwestern Mutual January 2013 - Present
Northwestern Mutual June 2008 - January 2013
Wealth Strategies Group April 2007 - May 2008
Northwestern Mutual April 2004 - April 2007
Charles Schwab January 2000 - March 2004
Skills
Financial Education
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
Finance
Fort Lupton High 1991 — 1995
Wilkie Cook Wilkie Cook's Charles Schwab Experience May 2000 - January 2002
Job Digital Media and Education Professional
Industry Online Media
Experience
Facing History and Ourselves October 2012 - January 2015
Pearson Education September 2011 - January 2012
Sesame Workshop March 2002 - May 2009
Charles Schwab May 2000 - January 2002
Sesame Workshop September 1999 - April 2000
Modem Media November 1998 - July 1999
Digital Cities, Inc (AOL) April 1996 - October 1998
The Voyager Company September 1994 - April 1996
Skills
Digital Media, Content Strategy, Content Development, Content Management, Digital Marketing, Web Content, Writing, Publishing, Social Media, Digital Strategy, Editing, New Media, Educational Technology, Web Project Management, User Experience, Storytelling, Editorial, Entertainment, Video, Information Architecture, CMS, Web Strategy, Creative Direction, Multimedia, Education, Blogging, Web Content Management
Education
Harvard Extension School 2012 — 2012
Instructional Design
University of Colorado Boulder 1988 — 1992
BA, French Literature
University of Paris, IV 1990 — 1991
certificate, French Literature
Facing History and Ourselves October 2012 - January 2015
Pearson Education September 2011 - January 2012
Sesame Workshop March 2002 - May 2009
Charles Schwab May 2000 - January 2002
Sesame Workshop September 1999 - April 2000
Modem Media November 1998 - July 1999
Digital Cities, Inc (AOL) April 1996 - October 1998
The Voyager Company September 1994 - April 1996
Skills
Digital Media, Content Strategy, Content Development, Content Management, Digital Marketing, Web Content, Writing, Publishing, Social Media, Digital Strategy, Editing, New Media, Educational Technology, Web Project Management, User Experience, Storytelling, Editorial, Entertainment, Video, Information Architecture, CMS, Web Strategy, Creative Direction, Multimedia, Education, Blogging, Web Content Management
Education
Harvard Extension School 2012 — 2012
Instructional Design
University of Colorado Boulder 1988 — 1992
BA, French Literature
University of Paris, IV 1990 — 1991
certificate, French Literature
Forrest Ridler's Charles Schwab Experience July 2015 - Present
Job Software Engineer
Industry Computer Software
Experience
Charles Schwab July 2015 - Present
Office of the Registrar June 2012 - May 2015
Technical Reporting May 2014 - August 2014
Residence Life June 2013 - July 2014
University of Colorado Boulder August 2011 - May 2012
Skills
JavaScript, Angular.js, Node.js, Java, Public Speaking, Unix, SQL, Educational Leadership, MongoDB, HTML, CSS, HTTP, Amazon Web Services..., jQuery, Ruby, Ruby on Rails, Scala, Apache Kafka, Cassandra, C++, Visual Basic, Visual Studio, Regulatory Affairs, Customer Service, .NET, Amazon EC2, REST, AJAX, Microsoft Office, Bash, Unix Administration, Object Oriented Design, PowerPoint, C, Leadership, Research, Microsoft Excel
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Computer Science
Charles Schwab July 2015 - Present
Office of the Registrar June 2012 - May 2015
Technical Reporting May 2014 - August 2014
Residence Life June 2013 - July 2014
University of Colorado Boulder August 2011 - May 2012
Skills
JavaScript, Angular.js, Node.js, Java, Public Speaking, Unix, SQL, Educational Leadership, MongoDB, HTML, CSS, HTTP, Amazon Web Services..., jQuery, Ruby, Ruby on Rails, Scala, Apache Kafka, Cassandra, C++, Visual Basic, Visual Studio, Regulatory Affairs, Customer Service, .NET, Amazon EC2, REST, AJAX, Microsoft Office, Bash, Unix Administration, Object Oriented Design, PowerPoint, C, Leadership, Research, Microsoft Excel
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Computer Science
Andy Van Horn, CFP® Andy Van Horn, CFP®'s Charles Schwab Experience January 2012 - Present
Job Director Portfolio Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab January 2003 - December 2012
Education
University of Colorado at Boulder 1989 — 1993
Bachelor's degree, Business Administration, Finance
University of Denver
Charles Schwab January 2012 - Present
Charles Schwab January 2003 - December 2012
Education
University of Colorado at Boulder 1989 — 1993
Bachelor's degree, Business Administration, Finance
University of Denver
Jason Abar, MBA, CFP® Jason Abar, MBA, CFP®'s Charles Schwab Experience June 1998 - December 2001
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Investment Management
Experience
Schwab Private Client Investment Advisory December 2014 - Present
Reilly Financial Advisors January 2013 - December 2014
Curian Capital LLC February 2011 - December 2012
MML Investors Services, Inc. November 2003 - February 2011
Charles Schwab June 1998 - December 2001
Education
University of Colorado at Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1996 — 1998
BS, Finance
Schwab Private Client Investment Advisory December 2014 - Present
Reilly Financial Advisors January 2013 - December 2014
Curian Capital LLC February 2011 - December 2012
MML Investors Services, Inc. November 2003 - February 2011
Charles Schwab June 1998 - December 2001
Education
University of Colorado at Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1996 — 1998
BS, Finance
Colin Beck, CMT Colin Beck, CMT's Charles Schwab Experience October 2005 - April 2007
Job Director Regional Brokerage Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Charles Schwab October 2005 - April 2007
Skills
Management
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 1993 — 1997
Bachelor's Degree, Economics
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Charles Schwab October 2005 - April 2007
Skills
Management
Education
University of Denver 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Colorado Boulder 1993 — 1997
Bachelor's Degree, Economics
Kim Meigs Kim Meigs's Charles Schwab Experience 1996 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1996 - 2010
Education
University of Colorado at Boulder 1987 — 1991
Accounting
Charles Schwab 1996 - 2010
Education
University of Colorado at Boulder 1987 — 1991
Accounting
Eric Salz Eric Salz's Charles Schwab Experience November 2014 - Present
Job National Sales Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab September 2002 - Present
Charles Schwab November 1998 - August 2002
Skills
Series 7, Series 63, Wealth Management, Series 24, Organizational..., Series 8, Leadership Development, Sales & Marketing..., Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1990
B.S., Marketing and Organizational Behavior
Judge Memorial
Charles Schwab November 2014 - Present
Charles Schwab September 2002 - Present
Charles Schwab November 1998 - August 2002
Skills
Series 7, Series 63, Wealth Management, Series 24, Organizational..., Series 8, Leadership Development, Sales & Marketing..., Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1990
B.S., Marketing and Organizational Behavior
Judge Memorial
Daniel St. Andre Daniel St. Andre's Charles Schwab Experience February 2003 - April 2015
Job Sr. Client Service Representative at Mellon Capital
Industry Financial Services
Experience
Mellon Capital May 2015 - Present
Charles Schwab February 2003 - April 2015
Self Employed 1990 - 2015
Credit Suisse 2000 - 2002
Acteva 1998 - 2000
Skills
Editing, Leadership, Customer Service, Time Management, Financial Services, Microsoft Technologies, Event Planning, Management, Social Networking, Project Management, Marketing Strategy, Process Improvement, Human Resources, Microsoft Office, Rhythm, Sound, Program Management, Music, Photography
Education
University of Colorado at Boulder 1990 — 1994
Bachelor's Degree, Journalism and Mass Communication
Cheyenne Mountain High School 1987 — 1990
Mellon Capital May 2015 - Present
Charles Schwab February 2003 - April 2015
Self Employed 1990 - 2015
Credit Suisse 2000 - 2002
Acteva 1998 - 2000
Skills
Editing, Leadership, Customer Service, Time Management, Financial Services, Microsoft Technologies, Event Planning, Management, Social Networking, Project Management, Marketing Strategy, Process Improvement, Human Resources, Microsoft Office, Rhythm, Sound, Program Management, Music, Photography
Education
University of Colorado at Boulder 1990 — 1994
Bachelor's Degree, Journalism and Mass Communication
Cheyenne Mountain High School 1987 — 1990
Jerome Ward Jerome Ward's Charles Schwab Experience February 2014 - Present
Job Finance
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Wells Fargo June 2013 - December 2013
Quiznos November 2005 - June 2013
InMotion Entertainment March 2003 - November 2005
Enterprise Rent-A-Car August 2001 - December 2002
Skills
Food & Beverage, Food Service, Restaurant Management, Multi-unit, Restaurants, Food, Microsoft Excel, HTML, CSS, Menu Development, Food Safety, SQL, Oracle 11g, CMS, Multi-Unit Operations, Branch Banking, Finance, Direct Sales, Time Management, Sales, Banking, Customer Service, Financial Analysis, Multi-Unit
Education
Regis University 2011 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder
Bachelor of Arts (B.A.), Econocmis
Charles Schwab February 2014 - Present
Wells Fargo June 2013 - December 2013
Quiznos November 2005 - June 2013
InMotion Entertainment March 2003 - November 2005
Enterprise Rent-A-Car August 2001 - December 2002
Skills
Food & Beverage, Food Service, Restaurant Management, Multi-unit, Restaurants, Food, Microsoft Excel, HTML, CSS, Menu Development, Food Safety, SQL, Oracle 11g, CMS, Multi-Unit Operations, Branch Banking, Finance, Direct Sales, Time Management, Sales, Banking, Customer Service, Financial Analysis, Multi-Unit
Education
Regis University 2011 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Boulder
Bachelor of Arts (B.A.), Econocmis
Michael Cirelli Michael Cirelli's Charles Schwab Experience March 2015 - Present
Job Director and Corporate Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Great-West Financial,Greenwood Village, CO June 2005 - March 2015
18th Judicial District August 2004 - March 2005
Skills
Securities Law, Contract Negotiation, Securities Regulation, Insurance Law, Corporate Law, Contract Law, Corporate Governance, Mutual Funds, Legal Writing
Education
University of Denver - Sturm College of Law 2001 — 2004
Juris Doctor (J.D.), Law
University of Colorado Boulder 1996 — 2000
B.A., Spanish, Business
Charles Schwab March 2015 - Present
Great-West Financial,Greenwood Village, CO June 2005 - March 2015
18th Judicial District August 2004 - March 2005
Skills
Securities Law, Contract Negotiation, Securities Regulation, Insurance Law, Corporate Law, Contract Law, Corporate Governance, Mutual Funds, Legal Writing
Education
University of Denver - Sturm College of Law 2001 — 2004
Juris Doctor (J.D.), Law
University of Colorado Boulder 1996 — 2000
B.A., Spanish, Business
Benjamin Leonard Benjamin Leonard's Charles Schwab Experience March 2007 - October 2007
Job Vice President / Portfolio Manager US Bank Energy Industries
Industry Banking
Experience
U.S. Bank March 2013 - Present
The CIT Group August 2011 - March 2013
US Bank February 2011 - August 2011
Bank of America Merrill Lynch May 2008 - February 2011
LaSalle Bank November 2007 - May 2008
Charles Schwab March 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Fixed Income, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
B.B.A, Accounting
U.S. Bank March 2013 - Present
The CIT Group August 2011 - March 2013
US Bank February 2011 - August 2011
Bank of America Merrill Lynch May 2008 - February 2011
LaSalle Bank November 2007 - May 2008
Charles Schwab March 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Fixed Income, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
B.B.A, Accounting
Jim Speights's Charles Schwab Experience December 2012 - June 2013
Job Head of Software Development at SeedBin
Industry Computer Software
Experience
SeedBin October 2014 - Present
Urban Lending Solutions May 2014 - October 2014
Experian July 2013 - May 2014
Charles Schwab December 2012 - June 2013
Xilinx, Inc. August 2006 - September 2012
Xilinx, Inc. August 2003 - August 2006
Xilinx, Inc. August 2000 - July 2003
PlanetOutdoors.com 1999 - 2000
StorageTek 1998 - 1999
StorageTek 1995 - 1998
Skills
Offshore Management, Personnel Management, Project Management, Software Engineering, Agile Methodologies, Requirements Analysis, Shell Scripting, C, Unix, Linux, HP PPM Solution..., Data Warehousing, Business Intelligence..., Web Development, JSP development, HTML, Perl, JavaScript, SQL, Oracle SQL, MySQL, Pentaho, Enterprise Software, Test Automation..., Engineering Management, Software Development, Information Systems, Storage, Cloud Computing, SharePoint, Enterprise Architecture, Cross-functional Team..., Data Center, Architecture, Web Applications, Architectures
Education
University of Colorado Boulder 1995 — 1999
ME, Computer Science
University of Rhode Island 1986 — 1991
BS, Mechanical Engineering
SeedBin October 2014 - Present
Urban Lending Solutions May 2014 - October 2014
Experian July 2013 - May 2014
Charles Schwab December 2012 - June 2013
Xilinx, Inc. August 2006 - September 2012
Xilinx, Inc. August 2003 - August 2006
Xilinx, Inc. August 2000 - July 2003
PlanetOutdoors.com 1999 - 2000
StorageTek 1998 - 1999
StorageTek 1995 - 1998
Skills
Offshore Management, Personnel Management, Project Management, Software Engineering, Agile Methodologies, Requirements Analysis, Shell Scripting, C, Unix, Linux, HP PPM Solution..., Data Warehousing, Business Intelligence..., Web Development, JSP development, HTML, Perl, JavaScript, SQL, Oracle SQL, MySQL, Pentaho, Enterprise Software, Test Automation..., Engineering Management, Software Development, Information Systems, Storage, Cloud Computing, SharePoint, Enterprise Architecture, Cross-functional Team..., Data Center, Architecture, Web Applications, Architectures
Education
University of Colorado Boulder 1995 — 1999
ME, Computer Science
University of Rhode Island 1986 — 1991
BS, Mechanical Engineering
Julie Frosh's Charles Schwab Experience June 2011 - Present
Job Senior Product Development Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Comcast Corp 2007 - 2011
EchoStar Communications Corporation 2000 - 2007
Echostar 1999 - 2007
Skills
Telecommunications, SDLC, Agile Methodologies, Requirements Analysis, Business Requirements, Integration, Leadership, Business Intelligence, Visio, Vendor Management, Cloud Computing, Product Management, Program Management, Management, Testing, Business Analysis, Enterprise Architecture, UML, SOA, Software Development, PMP, Requirements Gathering, Process Improvement, Cross-functional Team..., Software Project..., Solution Architecture, Unix, Agile Project Management, Business Process, IT Strategy, Scrum, Project Portfolio..., IT Management, Enterprise Software, Data Warehousing, Product Development, PMO, SharePoint, SaaS
Education
University of Colorado Boulder 1979 — 1984
Bachelor's degree, Political Science
Charles Schwab June 2011 - Present
Comcast Corp 2007 - 2011
EchoStar Communications Corporation 2000 - 2007
Echostar 1999 - 2007
Skills
Telecommunications, SDLC, Agile Methodologies, Requirements Analysis, Business Requirements, Integration, Leadership, Business Intelligence, Visio, Vendor Management, Cloud Computing, Product Management, Program Management, Management, Testing, Business Analysis, Enterprise Architecture, UML, SOA, Software Development, PMP, Requirements Gathering, Process Improvement, Cross-functional Team..., Software Project..., Solution Architecture, Unix, Agile Project Management, Business Process, IT Strategy, Scrum, Project Portfolio..., IT Management, Enterprise Software, Data Warehousing, Product Development, PMO, SharePoint, SaaS
Education
University of Colorado Boulder 1979 — 1984
Bachelor's degree, Political Science
Christopher Martin, MBA's Charles Schwab Experience 2013 - Present
Job Manager Senior Derivatives Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
Charles Schwab 2007 - 2013
Charles Schwab December 2006 - 2007
Coldwell Banker March 2006 - December 2006
Agile Group May 2004 - November 2005
Skills
Investments, Series 7, Equities, Portfolio Management, Series 63, Trading, Alternative Investments, Mutual Funds, Investment Strategies, Business Strategy, Corporate Strategy, Options Strategies, Financial Analysis, Management, Strategic Planning, Leadership, Financial Services, Customer Service
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 1999 — 2004
Bachelor of Arts, Fine Arts
Charles Schwab 2013 - Present
Charles Schwab 2007 - 2013
Charles Schwab December 2006 - 2007
Coldwell Banker March 2006 - December 2006
Agile Group May 2004 - November 2005
Skills
Investments, Series 7, Equities, Portfolio Management, Series 63, Trading, Alternative Investments, Mutual Funds, Investment Strategies, Business Strategy, Corporate Strategy, Options Strategies, Financial Analysis, Management, Strategic Planning, Leadership, Financial Services, Customer Service
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 1999 — 2004
Bachelor of Arts, Fine Arts
Chris Marlowe's Charles Schwab Experience February 2015 - Present
Job Data Warehouse Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
OppenheimerFunds June 2005 - February 2015
INVESCO Funds Group / Aim Investments 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Data Modeling, Vendor Management, Agile Methodologies, Process Improvement, Enterprise Architecture, Disaster Recovery, Strategy, Management, Requirements Analysis, Financial Services, Visio, Leadership, Integration
Education
University of Colorado Boulder
Mathematics
Charles Schwab February 2015 - Present
OppenheimerFunds June 2005 - February 2015
INVESCO Funds Group / Aim Investments 2001 - 2005
Skills
Data Warehousing, Business Intelligence, Business Analysis, SDLC, Data Modeling, Vendor Management, Agile Methodologies, Process Improvement, Enterprise Architecture, Disaster Recovery, Strategy, Management, Requirements Analysis, Financial Services, Visio, Leadership, Integration
Education
University of Colorado Boulder
Mathematics
Brandon Petri's Charles Schwab Experience June 2002 - August 2005
Job Project Manager at The Conco Companies
Industry Construction
Experience
The Conco Companies September 2012 - Present
The Conco Companies August 2005 - Present
Charles Schwab June 2002 - August 2005
Charles Schwab December 2000 - May 2002
FutureNext Consulting April 2000 - November 2000
Charles Schwab March 1998 - April 2000
Education
University of Colorado at Boulder - Leeds School of Business 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
The Conco Companies September 2012 - Present
The Conco Companies August 2005 - Present
Charles Schwab June 2002 - August 2005
Charles Schwab December 2000 - May 2002
FutureNext Consulting April 2000 - November 2000
Charles Schwab March 1998 - April 2000
Education
University of Colorado at Boulder - Leeds School of Business 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Sean Knudson, MBA's Charles Schwab Experience January 2000 - August 2001
Job Director of Prepaid Processing at Visa
Industry Financial Services
Experience
Visa September 2012 - Present
Venture Pay Group Consulting, LLC December 2011 - September 2012
Western Union November 2010 - December 2011
Custom House, A Western Union Company May 2009 - November 2010
Western Union March 2007 - May 2009
Western Union October 2004 - March 2007
Western Union January 2004 - October 2004
Western Union August 2003 - January 2004
Western Union February 2003 - August 2003
Charles Schwab January 2000 - August 2001
Skills
Payments, Mobile Devices, AML, KYC, Risk Management, Banking, Financial Risk, Due Diligence, Fraud, Financial Services, Transaction Processing, Business Analysis, Analysis, Electronic Payments, Mobile Payments, Credit Cards, Internal Audit, Operational Risk, Management, Bank Secrecy Act, Debit Cards, Auditing, Strategic Partnerships, Payment Systems, FX Options, Equities, Finance, Internal Controls, Program Management, CRM, Training, Mergers & Acquisitions, Business Intelligence, Risk Assessment, Product Management
Education
University of Colorado at Denver 2000 — 2002
MBA, Investment Portfolio Management
University of Colorado Boulder 1991 — 1995
BA, Economics
Visa September 2012 - Present
Venture Pay Group Consulting, LLC December 2011 - September 2012
Western Union November 2010 - December 2011
Custom House, A Western Union Company May 2009 - November 2010
Western Union March 2007 - May 2009
Western Union October 2004 - March 2007
Western Union January 2004 - October 2004
Western Union August 2003 - January 2004
Western Union February 2003 - August 2003
Charles Schwab January 2000 - August 2001
Skills
Payments, Mobile Devices, AML, KYC, Risk Management, Banking, Financial Risk, Due Diligence, Fraud, Financial Services, Transaction Processing, Business Analysis, Analysis, Electronic Payments, Mobile Payments, Credit Cards, Internal Audit, Operational Risk, Management, Bank Secrecy Act, Debit Cards, Auditing, Strategic Partnerships, Payment Systems, FX Options, Equities, Finance, Internal Controls, Program Management, CRM, Training, Mergers & Acquisitions, Business Intelligence, Risk Assessment, Product Management
Education
University of Colorado at Denver 2000 — 2002
MBA, Investment Portfolio Management
University of Colorado Boulder 1991 — 1995
BA, Economics
Michael Schaden's Charles Schwab Experience August 2000 - August 2003
Job Director, Strategic Investments (Corporate Development) at Western Union
Industry Financial Services
Experience
Western Union August 2014 - Present
Western Union September 2013 - August 2014
Western Union July 2010 - September 2013
Western Union October 2007 - July 2010
Western Union August 2005 - September 2007
Oppenheimer & Co. August 2004 - August 2005
Charles Schwab August 2000 - August 2003
Skills
Strategy, Forecasting, Business Analysis, Business Strategy, Process Improvement, Mergers, Budgets, Finance, Managerial Finance, Financial Modeling, Financial Analysis, Pricing, Leadership, Due Diligence, Corporate Finance, Analysis, Market Research, Strategic Planning, Competitive Analysis, Business Planning, Valuation, Market Analysis, Financial Services, Mergers, Management, Change Management, Mergers & Acquisitions, E-commerce, Strategic Financial..., Executive Management, Business Development
Education
University of Colorado Denver 2003 — 2004
MBA, Management & Finance
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BSBA, Finance
Western Union August 2014 - Present
Western Union September 2013 - August 2014
Western Union July 2010 - September 2013
Western Union October 2007 - July 2010
Western Union August 2005 - September 2007
Oppenheimer & Co. August 2004 - August 2005
Charles Schwab August 2000 - August 2003
Skills
Strategy, Forecasting, Business Analysis, Business Strategy, Process Improvement, Mergers, Budgets, Finance, Managerial Finance, Financial Modeling, Financial Analysis, Pricing, Leadership, Due Diligence, Corporate Finance, Analysis, Market Research, Strategic Planning, Competitive Analysis, Business Planning, Valuation, Market Analysis, Financial Services, Mergers, Management, Change Management, Mergers & Acquisitions, E-commerce, Strategic Financial..., Executive Management, Business Development
Education
University of Colorado Denver 2003 — 2004
MBA, Management & Finance
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BSBA, Finance
Katie Stutz's Charles Schwab Experience 1999 - 2003
Job Owner Bliss Caterers
Industry Food & Beverages
Experience
Bliss Caterers 2008 - Present
Terry Hall & Associates February 2005 - 2008
VCA Animal Hospitals 2003 - 2005
Charles Schwab 1999 - 2003
Skills
Customer Service, Small Business, Client Education, Event Planning, Personal Financial..., Veterinary Medicine, Investments, Culinary Skills
Education
University of Colorado at Boulder 1988 — 1992
BS, Biology
Bliss Caterers 2008 - Present
Terry Hall & Associates February 2005 - 2008
VCA Animal Hospitals 2003 - 2005
Charles Schwab 1999 - 2003
Skills
Customer Service, Small Business, Client Education, Event Planning, Personal Financial..., Veterinary Medicine, Investments, Culinary Skills
Education
University of Colorado at Boulder 1988 — 1992
BS, Biology
Moffatt, Joshua's Charles Schwab Experience Manager, Investor Development TeamCharles Schwab1999 - 2014
Job Manager, Investor Development Team at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Manager, Investor Development TeamCharles Schwab1999 - 2014
Education
University of Colorado Boulder 1995 — 1999
Charles Schwab Manager, Investor Development TeamCharles Schwab1999 - 2014
Education
University of Colorado Boulder 1995 — 1999
Josh Lozow's Charles Schwab Experience January 1998 - July 2002
Job Owner at Transitions Wealth Management, LLC
Industry Financial Services
Experience
Transitions Wealth Management, LLC August 2002 - Present
Charles Schwab January 1998 - July 2002
Vail Resorts 1996 - 1998
ESPN 1994 - 1996
Skills
Wealth Management, Investment Advisory, CRM, Business Development, Retirement Planning, Investments, Portfolio Management, Asset Management, Mutual Funds, Finance, Estate Planning, Asset Allocation, Series 7, Securities, Financial Advisory, Investment Strategies, Strategic Financial..., 401k, Financial Planning
Education
University of Colorado Boulder 1989 — 1993
Colorado Academy
Transitions Wealth Management, LLC August 2002 - Present
Charles Schwab January 1998 - July 2002
Vail Resorts 1996 - 1998
ESPN 1994 - 1996
Skills
Wealth Management, Investment Advisory, CRM, Business Development, Retirement Planning, Investments, Portfolio Management, Asset Management, Mutual Funds, Finance, Estate Planning, Asset Allocation, Series 7, Securities, Financial Advisory, Investment Strategies, Strategic Financial..., 401k, Financial Planning
Education
University of Colorado Boulder 1989 — 1993
Colorado Academy
Tad Damato's Charles Schwab Experience October 2008 - May 2010
Job Bank Examiner at Federal Reserve Bank of Kansas City
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City June 2015 - Present
Federal Governement: Office of Examination - Farm Credit Administration June 2013 - June 2015
Investment Professionals, Inc. March 2012 - May 2013
Janus Capital Group May 2010 - April 2012
Charles Schwab October 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Accounting, Financial Analysis
Education
University of Colorado Boulder 2006 — 2010
University of Colorado Boulder 2004 — 2009
Smoky Hill
Federal Reserve Bank of Kansas City June 2015 - Present
Federal Governement: Office of Examination - Farm Credit Administration June 2013 - June 2015
Investment Professionals, Inc. March 2012 - May 2013
Janus Capital Group May 2010 - April 2012
Charles Schwab October 2008 - May 2010
Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Accounting, Financial Analysis
Education
University of Colorado Boulder 2006 — 2010
University of Colorado Boulder 2004 — 2009
Smoky Hill
Lauren Kanouse's Charles Schwab Experience April 2005 - June 2006
Job Public Relations Associate at Clif Bar & Company
Industry Financial Services
Experience
Clif Bar & Company February 2011 - Present
The Barn Group February 2009 - February 2011
Redwood Trust June 2006 - September 2008
Charles Schwab April 2005 - June 2006
American Express October 2003 - October 2004
Education
University of Colorado Boulder 1999 — 2003
BS, Business
Convent of the Sacred Heart 1995 — 1999
Clif Bar & Company February 2011 - Present
The Barn Group February 2009 - February 2011
Redwood Trust June 2006 - September 2008
Charles Schwab April 2005 - June 2006
American Express October 2003 - October 2004
Education
University of Colorado Boulder 1999 — 2003
BS, Business
Convent of the Sacred Heart 1995 — 1999
Michael Van Sant's Charles Schwab Experience 2002 - 2004
Job Financial Advisor at Merriman, LLC
Industry Investment Management
Experience
Merriman, LLC June 2014 - Present
Empirical Wealth Management March 2007 - May 2014
Charles Schwab 2002 - 2004
Skills
Funding, Managed Money
Education
University of Colorado Boulder 1990 — 1995
Merriman, LLC June 2014 - Present
Empirical Wealth Management March 2007 - May 2014
Charles Schwab 2002 - 2004
Skills
Funding, Managed Money
Education
University of Colorado Boulder 1990 — 1995
Dean Clough's Charles Schwab Experience January 2000 - October 2001
Job Owner, Casa Integration
Industry Telecommunications
Experience
Casa Integration October 2001 - Present
Charles Schwab January 2000 - October 2001
Westconnect Technologies July 1995 - August 1999
Genstar Container Corporation 1996 - 1999
Skills
Vendor Management, New Business Development, Budgets, Start-ups, Business Strategy, Sales Management, Product Management, Entrepreneurship, Product Marketing, Product Development, Competitive Analysis, Telecommunications
Education
University of Colorado Boulder 1981 — 1985
Casa Integration October 2001 - Present
Charles Schwab January 2000 - October 2001
Westconnect Technologies July 1995 - August 1999
Genstar Container Corporation 1996 - 1999
Skills
Vendor Management, New Business Development, Budgets, Start-ups, Business Strategy, Sales Management, Product Management, Entrepreneurship, Product Marketing, Product Development, Competitive Analysis, Telecommunications
Education
University of Colorado Boulder 1981 — 1985
Bill Hawley's Charles Schwab Experience 1991 - Present
Job Senior Manager
Industry Financial Services
Experience
Charles Schwab 1991 - Present
Education
University of Colorado Boulder
BA, Political Science
Whittier College
Charles Schwab 1991 - Present
Education
University of Colorado Boulder
BA, Political Science
Whittier College
Erik Dimino, MBA's Charles Schwab Experience May 2003 - June 2005
Job Actively Seeking Employment Real Estate Management & Finance Professional
Industry Real Estate
Experience
Actively Seeking Employment May 2015 - Present
Atlas Nationwide, Inc. February 2010 - March 2015
Janus Capital Group November 2005 - February 2010
Charles Schwab May 2003 - June 2005
Lenscrafters August 2000 - May 2003
Salomon Smith Barney May 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Marketing Strategy, Marketing, Business Development, Portfolio Management, Negotiation, Investments, Mutual Funds, Valuation, Real Estate, Real Estate Transactions, Investment Properties, Contract Negotiation
Education
University of Colorado Denver 2005 — 2008
Master of Business Administration (M.B.A.), Business to Consumer Marketing
University of Colorado Boulder - Leeds School of Business 1997 — 2002
BS, Finance and Operations Management
Van Education Center
Colorado Brokers License, Real Estate
University of Colorado Boulder 1997 — 2002
Bachelor's Degree, Music (Saxophone emphasis)
Actively Seeking Employment May 2015 - Present
Atlas Nationwide, Inc. February 2010 - March 2015
Janus Capital Group November 2005 - February 2010
Charles Schwab May 2003 - June 2005
Lenscrafters August 2000 - May 2003
Salomon Smith Barney May 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Marketing Strategy, Marketing, Business Development, Portfolio Management, Negotiation, Investments, Mutual Funds, Valuation, Real Estate, Real Estate Transactions, Investment Properties, Contract Negotiation
Education
University of Colorado Denver 2005 — 2008
Master of Business Administration (M.B.A.), Business to Consumer Marketing
University of Colorado Boulder - Leeds School of Business 1997 — 2002
BS, Finance and Operations Management
Van Education Center
Colorado Brokers License, Real Estate
University of Colorado Boulder 1997 — 2002
Bachelor's Degree, Music (Saxophone emphasis)
Demitra Charchalis Vallis's Charles Schwab Experience August 2008 - September 2010
Job Member; Office, AR & Marketing Manager at Empire Grape Company
Industry Food & Beverages
Experience
Empire Grape Company January 2013 - Present
Farmers Fresh Fruit Company February 2011 - January 2013
Charles Schwab August 2008 - September 2010
Douglas County School District July 2007 - August 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Proficiency: Greek and..., Software: MS Office:..., Proficiency: Constant..., Critically-thinking,..., Analysis, Sales, Time Management, International Relations, Teamwork, Equities, Trading, Fixed Income, Curriculum Design, Mutual Funds, Latin America, Bonds, Public Speaking, Microsoft Office, PowerPoint
Education
University of Denver 2005 — 2007
Spanish
University of Colorado Boulder 1996 — 2000
BA, International Affairs
University of Colorado Boulder 1996 — 2000
BA, Spanish Literature
Empire Grape Company January 2013 - Present
Farmers Fresh Fruit Company February 2011 - January 2013
Charles Schwab August 2008 - September 2010
Douglas County School District July 2007 - August 2008
Merrill Lynch 2002 - 2005
Merrill Lynch 2000 - 2002
Skills
Proficiency: Greek and..., Software: MS Office:..., Proficiency: Constant..., Critically-thinking,..., Analysis, Sales, Time Management, International Relations, Teamwork, Equities, Trading, Fixed Income, Curriculum Design, Mutual Funds, Latin America, Bonds, Public Speaking, Microsoft Office, PowerPoint
Education
University of Denver 2005 — 2007
Spanish
University of Colorado Boulder 1996 — 2000
BA, International Affairs
University of Colorado Boulder 1996 — 2000
BA, Spanish Literature
Jeanine Schmalz's Charles Schwab Experience March 2008 - Present
Job Managing Director, Sales and Service Electronic Communication Channels
Industry Financial Services
Experience
Charles Schwab March 2008 - Present
Ardent Financial 2007 - 2008
Activant Solutions September 2005 - December 2007
Motorola May 2000 - September 2005
Skills
Call Center, Process Improvement, Financial Services, Vendor Management, Customer Experience, Call Centers, Leadership, Business Analysis, Customer Satisfaction, Troubleshooting, Salesforce.com, Program Management, CRM, Sales, Telecommunications, Management, Cross-functional Team..., Integration, Strategy, Enterprise Software, Product Management
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Arts, Psychology
Charles Schwab March 2008 - Present
Ardent Financial 2007 - 2008
Activant Solutions September 2005 - December 2007
Motorola May 2000 - September 2005
Skills
Call Center, Process Improvement, Financial Services, Vendor Management, Customer Experience, Call Centers, Leadership, Business Analysis, Customer Satisfaction, Troubleshooting, Salesforce.com, Program Management, CRM, Sales, Telecommunications, Management, Cross-functional Team..., Integration, Strategy, Enterprise Software, Product Management
Education
University of Colorado at Boulder 1990 — 1995
Bachelor of Arts, Psychology
Hai Tucker's Charles Schwab Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab January 2014 - March 2015
Brown Brothers Harriman August 2011 - January 2014
Systems United Corporate Credit Union September 2008 - August 2011
Lipper, A Thomson Reuters Company May 2006 - September 2008
Centrix Financial April 2003 - May 2006
Skills
Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Investments, Banking, Risk Management, Asset Management, Finance, Data Analysis, Analysis, Business Analysis, Accounting, Microsoft Excel
Education
University of Colorado Boulder
BA, Economics
University of Colorado at Denver
Master of Business Administration (M.B.A.), Certificate in Entrepreneurship
Charles Schwab April 2015 - Present
Charles Schwab January 2014 - March 2015
Brown Brothers Harriman August 2011 - January 2014
Systems United Corporate Credit Union September 2008 - August 2011
Lipper, A Thomson Reuters Company May 2006 - September 2008
Centrix Financial April 2003 - May 2006
Skills
Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Investments, Banking, Risk Management, Asset Management, Finance, Data Analysis, Analysis, Business Analysis, Accounting, Microsoft Excel
Education
University of Colorado Boulder
BA, Economics
University of Colorado at Denver
Master of Business Administration (M.B.A.), Certificate in Entrepreneurship
Robert O'Byrne's Charles Schwab Experience 2011 - Present
Job Director Global Investing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Broadridge Financial Solution 2005 - 2011
CSS 2002 - 2005
Fetter Logic, Inc. 1999 - 2002
American Frontier Financial 1998 - 1999
Merrill Lynch 1996 - 1998
Education
University of Colorado Boulder 1994 — 1996
Charles Schwab 2011 - Present
Broadridge Financial Solution 2005 - 2011
CSS 2002 - 2005
Fetter Logic, Inc. 1999 - 2002
American Frontier Financial 1998 - 1999
Merrill Lynch 1996 - 1998
Education
University of Colorado Boulder 1994 — 1996
Juliet Nguyen's Charles Schwab Experience September 2007 - April 2009
Job Customer Advocate at McKesson Provider Technologies
Industry Financial Services
Experience
McKesson Provider Technologies February 2012 - Present
McKesson Provider Technologies June 2009 - March 2012
Charles Schwab September 2007 - April 2009
Education
University of Colorado Boulder 1999 — 2003
McKesson Provider Technologies February 2012 - Present
McKesson Provider Technologies June 2009 - March 2012
Charles Schwab September 2007 - April 2009
Education
University of Colorado Boulder 1999 — 2003
Salina Yeung's Charles Schwab Experience June 1997 - December 1999
Job Principal and Senior Relationship Manager at Hall Capital Partners
Industry Investment Management
Experience
Hall Capital Partners 2000 - Present
Charles Schwab June 1997 - December 1999
Arthur Andersen 1989 - 1996
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Asset Allocation, Investment Management, Portfolio Management, Family Office, Financial Accounting, Account Management, Financial Planning, Financial Statements, Financial Analysis, Financial Reporting, Financial Services, Philanthropy, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charity Work, Project Management, Time Management, Team Management, Event Management, Cash Flow Forecasting, Cash Management, Risk Management, Organization Skills, Problem Solving, Problem Analysis, Relationship Management, Investor Relations
Education
University of Colorado Boulder
Bachelor’s Degree, Accounting
Hall Capital Partners 2000 - Present
Charles Schwab June 1997 - December 1999
Arthur Andersen 1989 - 1996
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Asset Allocation, Investment Management, Portfolio Management, Family Office, Financial Accounting, Account Management, Financial Planning, Financial Statements, Financial Analysis, Financial Reporting, Financial Services, Philanthropy, Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charity Work, Project Management, Time Management, Team Management, Event Management, Cash Flow Forecasting, Cash Management, Risk Management, Organization Skills, Problem Solving, Problem Analysis, Relationship Management, Investor Relations
Education
University of Colorado Boulder
Bachelor’s Degree, Accounting
Josh Seedig's Charles Schwab Experience August 2013 - August 2015
Job Director, Risk Advisory Practice Leader at Experis Finance
Industry Management Consulting
Experience
Experis August 2015 - Present
Charles Schwab August 2013 - August 2015
Western Union August 2011 - August 2013
Western Union August 2011 - August 2013
The Compliance Department, Inc. August 2010 - July 2011
VerTech Solutions Group July 2009 - October 2010
Ernst & Young January 2001 - October 2009
Ernst & Young (Shinnihon) 2007 - 2009
Level 3 Communications June 2000 - August 2000
Ernst & Young January 1999 - March 1999
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, ERP, Governance, SAP, Sarbanes-Oxley, Finance, Management, Leadership, CISA, CPA, SAS70, Information Technology, Enterprise Software, Financial Services, Fixed Assets, IT Audit, Enterprise Risk..., Accounting, External Audit, Big 4, Financial Accounting, Risk Management, Assurance, Process Improvement, Financial Audits, General Ledger, Revenue Recognition, Operational Risk..., SSAE 16, ITGC, IT Risk Management, SOX 404, Segregation of Duties, Access Lists, Information Security..., COBIT, Information Security, US GAAP
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2000
Masters of Science, Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelors of Science, Information Systems
Experis August 2015 - Present
Charles Schwab August 2013 - August 2015
Western Union August 2011 - August 2013
Western Union August 2011 - August 2013
The Compliance Department, Inc. August 2010 - July 2011
VerTech Solutions Group July 2009 - October 2010
Ernst & Young January 2001 - October 2009
Ernst & Young (Shinnihon) 2007 - 2009
Level 3 Communications June 2000 - August 2000
Ernst & Young January 1999 - March 1999
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, ERP, Governance, SAP, Sarbanes-Oxley, Finance, Management, Leadership, CISA, CPA, SAS70, Information Technology, Enterprise Software, Financial Services, Fixed Assets, IT Audit, Enterprise Risk..., Accounting, External Audit, Big 4, Financial Accounting, Risk Management, Assurance, Process Improvement, Financial Audits, General Ledger, Revenue Recognition, Operational Risk..., SSAE 16, ITGC, IT Risk Management, SOX 404, Segregation of Duties, Access Lists, Information Security..., COBIT, Information Security, US GAAP
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2000
Masters of Science, Accounting
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Bachelors of Science, Information Systems
Greg Kafka's Charles Schwab Experience May 1999 - July 2001
Job Manager at ICF International
Industry Oil & Energy
Experience
ICF International March 2012 - Present
ICF International December 2008 - March 2012
Ventyx June 2004 - November 2008
Platts August 2001 - June 2004
Charles Schwab May 1999 - July 2001
Skills
Data Analysis, Product Development, Product Design, Product Management, Forecasting, Demand Forecasting, Energy Modelling, Energy, Data Research, Database Tools, Data Collection, Multi-Cultural Team..., Leading Remote Teams, Team Leadership, Process Analysis, Process Improvement, Product Support, IPM, Access Database, SQL
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Finance, General
ICF International March 2012 - Present
ICF International December 2008 - March 2012
Ventyx June 2004 - November 2008
Platts August 2001 - June 2004
Charles Schwab May 1999 - July 2001
Skills
Data Analysis, Product Development, Product Design, Product Management, Forecasting, Demand Forecasting, Energy Modelling, Energy, Data Research, Database Tools, Data Collection, Multi-Cultural Team..., Leading Remote Teams, Team Leadership, Process Analysis, Process Improvement, Product Support, IPM, Access Database, SQL
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Franklin Ochs's Charles Schwab Experience January 1994 - December 2002
Job Insurance and Annuity Specialist
Industry Financial Services
Experience
Withheld 2004 - Present
Charles Schwab January 1994 - December 2002
Skills
Analysis, Financial Services, Fixed Annuities, Finance, Series 7, Investments, Banking, Insurance
Education
University of Colorado Denver 2006 — 2009
MA, Economics
University of Colorado Boulder 1988 — 1992
BA, Economics
Withheld 2004 - Present
Charles Schwab January 1994 - December 2002
Skills
Analysis, Financial Services, Fixed Annuities, Finance, Series 7, Investments, Banking, Insurance
Education
University of Colorado Denver 2006 — 2009
MA, Economics
University of Colorado Boulder 1988 — 1992
BA, Economics
Lauren Adkison's Charles Schwab Experience April 2011 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
CSG Systems, Inc. July 2005 - January 2011
Policy Studies, Inc. 2004 - 2005
Skills
Process Improvement, Business Analysis
Education
University of Colorado Boulder 1997 — 2000
Accounting
Charles Schwab April 2011 - Present
CSG Systems, Inc. July 2005 - January 2011
Policy Studies, Inc. 2004 - 2005
Skills
Process Improvement, Business Analysis
Education
University of Colorado Boulder 1997 — 2000
Accounting
Katie Duffield's Charles Schwab Experience January 2004 - May 2004
Job
Industry Computer Software
Experience
Workday February 2015 - Present
Workday December 2012 - Present
Workday September 2008 - December 2012
Parsons Accounting & Financial Advisors August 2005 - May 2008
Light Reading Inc May 2004 - June 2005
Charles Schwab January 2004 - May 2004
Education
University of Colorado Boulder 1999 — 2003
Bachelor Degree, Economics
Workday February 2015 - Present
Workday December 2012 - Present
Workday September 2008 - December 2012
Parsons Accounting & Financial Advisors August 2005 - May 2008
Light Reading Inc May 2004 - June 2005
Charles Schwab January 2004 - May 2004
Education
University of Colorado Boulder 1999 — 2003
Bachelor Degree, Economics
Robert Forsyth's Charles Schwab Experience September 2005 - March 2007
Job Chief Investment Officer at Gramatan Capital
Industry Capital Markets
Experience
Gramatan Capital April 2007 - Present
Charles Schwab September 2005 - March 2007
Madison Trading LLC March 2004 - July 2005
Opus Trading/Schonfeld Securities 1996 - 2003
ANZ Investment Bank 1980 - 1995
UBS January 1977 - January 1980
Skills
New Business Development, Portfolio Management, Equities, Derivatives, Risk Management, Trading, Financial Markets, Foreign Exchange
Education
University of Colorado Boulder 1972 — 1976
BA, Economics
schreiber hs
Gramatan Capital April 2007 - Present
Charles Schwab September 2005 - March 2007
Madison Trading LLC March 2004 - July 2005
Opus Trading/Schonfeld Securities 1996 - 2003
ANZ Investment Bank 1980 - 1995
UBS January 1977 - January 1980
Skills
New Business Development, Portfolio Management, Equities, Derivatives, Risk Management, Trading, Financial Markets, Foreign Exchange
Education
University of Colorado Boulder 1972 — 1976
BA, Economics
schreiber hs
Karlyn Franchini's Charles Schwab Experience May 2011 - June 2013
Job Mutual Fund Operations at Charles Schwab
Industry Financial Services
Experience
Denver Public Schools May 2014 - Present
Charles Schwab May 2011 - June 2013
Flatirons Bank July 2009 - May 2011
Education
University of Denver 2013 — 2014
University of Colorado Boulder 2005 — 2009
Denver Public Schools May 2014 - Present
Charles Schwab May 2011 - June 2013
Flatirons Bank July 2009 - May 2011
Education
University of Denver 2013 — 2014
University of Colorado Boulder 2005 — 2009
Mike Whipple's Charles Schwab Experience November 2014 - Present
Job Fixed Income Trading Operations Manager
Industry Investment Management
Experience
Charles Schwab November 2014 - Present
Charles Schwab August 2010 - November 2014
Charles Schwab June 2008 - August 2010
Charles Schwab October 2006 - June 2008
Cherokee Town and Country Club June 2000 - September 2004
Skills
Options Strategies, Options Pricing, Risk Management, Risk Analysis, Credit Analysis, Credit Risk, Margin Analysis, Leveraged Finance, Equity Trading, Equity Derivatives, Derivatives, Series 7, Series 63, Excel, Access, Portfolio Management, Series 9, Series 10, Options, Microsoft Excel, Financial Markets, Securities, Fixed Income
Education
University of Colorado Boulder 2002 — 2006
BSBA, Finance, Accounting, Economics
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Finance & A
Walton High School 1998 — 2002
College prep
Charles Schwab November 2014 - Present
Charles Schwab August 2010 - November 2014
Charles Schwab June 2008 - August 2010
Charles Schwab October 2006 - June 2008
Cherokee Town and Country Club June 2000 - September 2004
Skills
Options Strategies, Options Pricing, Risk Management, Risk Analysis, Credit Analysis, Credit Risk, Margin Analysis, Leveraged Finance, Equity Trading, Equity Derivatives, Derivatives, Series 7, Series 63, Excel, Access, Portfolio Management, Series 9, Series 10, Options, Microsoft Excel, Financial Markets, Securities, Fixed Income
Education
University of Colorado Boulder 2002 — 2006
BSBA, Finance, Accounting, Economics
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Finance & A
Walton High School 1998 — 2002
College prep
Billy Alhorn's Charles Schwab Experience November 2003 - August 2004
Job Legal Office Specialist at San Mateo County
Industry Financial Services
Experience
San Mateo County April 2015 - Present
Apple September 2014 - April 2015
US Department of Health and Human Services December 2011 - March 2013
Franklin Templeton Investments November 2010 - December 2011
McCarthy Asset Management, Inc. September 2004 - November 2010
Charles Schwab November 2003 - August 2004
Charles Schwab April 2000 - October 2003
Charles Schwab March 1999 - March 2000
Franklin Templeton Investments August 1997 - March 1999
Skills
Finance, Mutual Funds, Wealth Management, Retirement, Investments, Trading, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis, Leadership, CRM, Strategy, Sales
Education
University of California, Berkeley Extension 2002 — 2004
Certification, Certificate in Personal Financial Planning
Uppsala University 1994 — 1995
International Economics
University of Colorado Boulder 1992 — 1995
BS, International Business and Marketing
San Mateo County April 2015 - Present
Apple September 2014 - April 2015
US Department of Health and Human Services December 2011 - March 2013
Franklin Templeton Investments November 2010 - December 2011
McCarthy Asset Management, Inc. September 2004 - November 2010
Charles Schwab November 2003 - August 2004
Charles Schwab April 2000 - October 2003
Charles Schwab March 1999 - March 2000
Franklin Templeton Investments August 1997 - March 1999
Skills
Finance, Mutual Funds, Wealth Management, Retirement, Investments, Trading, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis, Leadership, CRM, Strategy, Sales
Education
University of California, Berkeley Extension 2002 — 2004
Certification, Certificate in Personal Financial Planning
Uppsala University 1994 — 1995
International Economics
University of Colorado Boulder 1992 — 1995
BS, International Business and Marketing
Andrew Klostermann's Charles Schwab Experience July 2013 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Charles Schwab July 2013 - Present
Brown Brothers Harriman September 2010 - July 2013
OppenheimerFunds September 2009 - September 2010
OppenheimerFunds October 2007 - September 2009
OppenheimerFunds April 2006 - October 2007
Skills
Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Alternative Investments, Fixed Income, Investments, Securities, Financial Analysis
Education
University of Colorado Denver 2007 — 2010
MS, Finance
University of Colorado Boulder 2001 — 2005
BA, Economics
Ed Gerber's Charles Schwab Experience February 1998 - October 2004
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Armando Morales's Charles Schwab Experience September 2009 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2009 - Present
ICON Advisers September 2007 - October 2008
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Finance, Financial Services, Retirement, Uniform Combined State..., Retirement Planning, Wealth Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Economics with Business Emphasis, Psychology
Phoenix Country Day School 1998 — 2006
Charles Schwab September 2009 - Present
ICON Advisers September 2007 - October 2008
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Finance, Financial Services, Retirement, Uniform Combined State..., Retirement Planning, Wealth Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Economics with Business Emphasis, Psychology
Phoenix Country Day School 1998 — 2006
Doreen Devillalvilla's Charles Schwab Experience January 2007 - Present
Job Sr Business Architect, Mgr at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
Schwab Institutional March 2005 - June 2007
Schwab Institutional June 2000 - March 2005
Skills
Series 24, Training, Wealth Management, Enterprise Software, Time Management, Financial Services, Risk Management, Investments, Series 63, Series 7, Securities, Relationship Management, Trading, Strategy, Business Analysis, Options
Education
University of Colorado Boulder 1983 — 1985
Business
Charles Schwab January 2007 - Present
Schwab Institutional March 2005 - June 2007
Schwab Institutional June 2000 - March 2005
Skills
Series 24, Training, Wealth Management, Enterprise Software, Time Management, Financial Services, Risk Management, Investments, Series 63, Series 7, Securities, Relationship Management, Trading, Strategy, Business Analysis, Options
Education
University of Colorado Boulder 1983 — 1985
Business
Jenna Tarshis's Charles Schwab Experience July 2008 - March 2009
Job Construction Finance & Procurement at Coach
Industry Luxury Goods & Jewelry
Experience
Coach September 2009 - Present
NorthCoast Asset Management May 2009 - September 2009
Charles Schwab July 2008 - March 2009
Agency 33 June 2007 - September 2007
Barneys New York June 2006 - August 2006
Skills
Social Media, Facebook, Customer Service, Social Media Marketing, Microsoft Office, Event Management, Social Networking, Public Relations, Sales, Outlook, Microsoft Excel, Fashion, Marketing Communications, Event Planning, Project Management
Education
University of Colorado Boulder 2004 — 2008
BA, Communication
University of Colorado Boulder 2004 — 2008
Communication, General
Coach September 2009 - Present
NorthCoast Asset Management May 2009 - September 2009
Charles Schwab July 2008 - March 2009
Agency 33 June 2007 - September 2007
Barneys New York June 2006 - August 2006
Skills
Social Media, Facebook, Customer Service, Social Media Marketing, Microsoft Office, Event Management, Social Networking, Public Relations, Sales, Outlook, Microsoft Excel, Fashion, Marketing Communications, Event Planning, Project Management
Education
University of Colorado Boulder 2004 — 2008
BA, Communication
University of Colorado Boulder 2004 — 2008
Communication, General
Scott Hisamoto's Charles Schwab Experience January 2012 - Present
Job Director Sales
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
Charles Schwab January 2012 - Present
Charles Schwab September 2008 - December 2011
Merrill Lynch 2005 - 2008
Invesco Ltd. 1996 - 2005
Education
University of Colorado Boulder
Greg McEvoy's Charles Schwab Experience June 2008 - March 2010
Job Associate Eagle Lending at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
First Republic Bank December 2013 - August 2015
Wells Fargo July 2012 - December 2013
University of San Francisco May 2011 - May 2012
Charles Schwab June 2008 - March 2010
Skills
Investments, Finance, Equities, Fixed Income, Options, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate, Market Research, Alternative Investments, Microsoft Excel, Equity Research, Business Strategy, Business Analysis, Data Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, General, Completed
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business, Finance
First Republic Bank August 2015 - Present
First Republic Bank December 2013 - August 2015
Wells Fargo July 2012 - December 2013
University of San Francisco May 2011 - May 2012
Charles Schwab June 2008 - March 2010
Skills
Investments, Finance, Equities, Fixed Income, Options, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Real Estate, Market Research, Alternative Investments, Microsoft Excel, Equity Research, Business Strategy, Business Analysis, Data Analysis
Education
University of San Francisco - Masagung Graduate School of Management 2011 — 2012
Master of Business Administration (MBA), Finance, General, Completed
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business, Finance
Lauren McCarroll's Charles Schwab Experience September 2014 - Present
Job Communications Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Wells Fargo July 2013 - September 2014
Wells Fargo Bank March 2012 - June 2013
Wells Fargo October 2010 - March 2012
Wells Fargo October 2009 - October 2010
Wells Fargo April 2008 - October 2010
Citizens Bank 2005 - 2008
Skills
Consumer Lending, Small Business Lending, Loans, Credit, Banking, Commercial Lending, Lines Of Credit, Commercial Banking, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Branch Management, Deposits, Refinance, Branch Banking, Home Equity Loans, Home Equity Lines of..., Credit Cards, Residential Mortgages, Finance, Cash Management, Wealth Management, Relationship Management, Mortgage Banking, Merchant Services, Private Banking, Customer Retention, Portfolio Management, Sales Management, Financial Analysis, Sales, Risk Management, Investments, Series 7, Financial Services, Leadership, Series 63, Strategic Financial..., Mutual Funds, Series 6, Business Development, Personal Banking, Underwriting
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.)
Charles Schwab September 2014 - Present
Wells Fargo July 2013 - September 2014
Wells Fargo Bank March 2012 - June 2013
Wells Fargo October 2010 - March 2012
Wells Fargo October 2009 - October 2010
Wells Fargo April 2008 - October 2010
Citizens Bank 2005 - 2008
Skills
Consumer Lending, Small Business Lending, Loans, Credit, Banking, Commercial Lending, Lines Of Credit, Commercial Banking, Retail Banking, Mortgage Lending, Cross Selling, Credit Analysis, Loan Origination, Branch Management, Deposits, Refinance, Branch Banking, Home Equity Loans, Home Equity Lines of..., Credit Cards, Residential Mortgages, Finance, Cash Management, Wealth Management, Relationship Management, Mortgage Banking, Merchant Services, Private Banking, Customer Retention, Portfolio Management, Sales Management, Financial Analysis, Sales, Risk Management, Investments, Series 7, Financial Services, Leadership, Series 63, Strategic Financial..., Mutual Funds, Series 6, Business Development, Personal Banking, Underwriting
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA), Marketing
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.)
Edward Durica, III, CFA's Charles Schwab Experience November 1997 - March 2001
Job Portfolio Manager at Johnston & Associates, Inc.
Industry Financial Services
Experience
Johnston & Associates, Inc. August 2002 - Present
Charles Schwab November 1997 - March 2001
Skills
Investment Strategies, Asset Management, Investments, Portfolio Management, Trading, Asset Allocation, Fixed Income, Alternative Investments, Equities, Options, Finance
Education
University of Denver - Daniels College of Business 2001 — 2002
MBA, Finance Specialization
University of Colorado Boulder 1992 — 1995
BA, History-US concentration
Regis Jesuit High School
Johnston & Associates, Inc. August 2002 - Present
Charles Schwab November 1997 - March 2001
Skills
Investment Strategies, Asset Management, Investments, Portfolio Management, Trading, Asset Allocation, Fixed Income, Alternative Investments, Equities, Options, Finance
Education
University of Denver - Daniels College of Business 2001 — 2002
MBA, Finance Specialization
University of Colorado Boulder 1992 — 1995
BA, History-US concentration
Regis Jesuit High School
Jonathan Zuckerman's Charles Schwab Experience ManagerLone Star Steakhouse and SaloonDecember 2009 - February 2013
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab ManagerLone Star Steakhouse and SaloonDecember 2009 - February 2013
Champps June 1998 - July 2009
Skills
Restaurant Management, Menu Development, Restaurants, Sales, Customer Service, Team Leadership, Operations Management, Food & Beverage, Conflict Resolution, Hospitality
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2001
Bachelors of Science, Business Administration
Charles Schwab ManagerLone Star Steakhouse and SaloonDecember 2009 - February 2013
Champps June 1998 - July 2009
Skills
Restaurant Management, Menu Development, Restaurants, Sales, Customer Service, Team Leadership, Operations Management, Food & Beverage, Conflict Resolution, Hospitality
Education
University of Colorado Boulder - Leeds School of Business 1996 — 2001
Bachelors of Science, Business Administration
Chris Fleurat's Charles Schwab Experience January 2007 - September 2008
Job Regional Sales Director at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2013 - Present
Jackson National Life January 2010 - August 2013
Charles Schwab January 2007 - September 2008
Skills
Finance, Financial Analysis, Public Speaking, Public Seminars, Sales Management, Wholesale Operations, Equity Trading, FX trading, Mutual Funds, Alternative Investments, Investments, Equities, Asset Managment, Business Development, Series 7, Series 63, Retirement Planning, Wealth Management, Fixed Annuities, Variable Annuities, Separately Managed..., Investment Strategies, Series 65, Salesforce.com, Market Research, 401k, Asset Management, Retirement, Securities
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Great-West Financial August 2013 - Present
Jackson National Life January 2010 - August 2013
Charles Schwab January 2007 - September 2008
Skills
Finance, Financial Analysis, Public Speaking, Public Seminars, Sales Management, Wholesale Operations, Equity Trading, FX trading, Mutual Funds, Alternative Investments, Investments, Equities, Asset Managment, Business Development, Series 7, Series 63, Retirement Planning, Wealth Management, Fixed Annuities, Variable Annuities, Separately Managed..., Investment Strategies, Series 65, Salesforce.com, Market Research, 401k, Asset Management, Retirement, Securities
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Colorado at Boulder 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Mika Rizzo's Charles Schwab Experience May 2015 - Present
Job Senior Manager, Investment Accounting
Industry Insurance
Experience
Charles Schwab May 2015 - Present
Insurance September 2010 - May 2015
KRG Capital January 2005 - August 2010
TeleTech Holdings 2003 - 2005
Skills
Sarbanes-Oxley Act, Financial Modeling, Accounting, Mergers & Acquisitions, Financial Reporting, Due Diligence, Financial Analysis
Education
University of Colorado Boulder 1993 — 1997
BS, Accounting
University of Colorado Boulder 1993 — 1997
Bachelor of Science (BS), Accounting
Charles Schwab May 2015 - Present
Insurance September 2010 - May 2015
KRG Capital January 2005 - August 2010
TeleTech Holdings 2003 - 2005
Skills
Sarbanes-Oxley Act, Financial Modeling, Accounting, Mergers & Acquisitions, Financial Reporting, Due Diligence, Financial Analysis
Education
University of Colorado Boulder 1993 — 1997
BS, Accounting
University of Colorado Boulder 1993 — 1997
Bachelor of Science (BS), Accounting
Nick Furness, AU's Charles Schwab Experience 1998 - 1999
Job Commercial Lines Underwriter at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance June 2014 - Present
Pinnacol Assurance October 2006 - May 2014
Young Americans Center for Financial Education August 2005 - September 2006
Charles Schwab 1998 - 1999
Skills
Underwriting, Insurance, Pricing, Workers Compensation, Communication, Business Development, Ethics, Business Ethics, Risk Assessment, Risk Analysis, Negotiation, Customer Oriented, Customer Retention, Financial Analysis, Claims Management, Liability, Professional Liability, Property, Risk Management, Strategic Planning, Commercial Insurance
Education
University of Colorado Boulder 1999 — 2004
BA, Communication
Liberty Mutual Insurance June 2014 - Present
Pinnacol Assurance October 2006 - May 2014
Young Americans Center for Financial Education August 2005 - September 2006
Charles Schwab 1998 - 1999
Skills
Underwriting, Insurance, Pricing, Workers Compensation, Communication, Business Development, Ethics, Business Ethics, Risk Assessment, Risk Analysis, Negotiation, Customer Oriented, Customer Retention, Financial Analysis, Claims Management, Liability, Professional Liability, Property, Risk Management, Strategic Planning, Commercial Insurance
Education
University of Colorado Boulder 1999 — 2004
BA, Communication
Patti Shopneck's Charles Schwab Experience 1993 - 2001
Job Sr. Regulatory Affairs Analyst at Wells Fargo Investments, LLC
Industry Financial Services
Experience
Wells Fargo Investments, LLC VP, Regulatory Exams, ComplianceWells Fargo Advisors, LLC2002 - Present
Charles Schwab 1993 - 2001
Skills
Regulatory Affairs, Financial Services, Investments
Education
University of Colorado at Boulder
Bachelor of Science (BS), Accounting and Business/Management
University of Denver College of Law
Juris Doctor, Law
Wells Fargo Investments, LLC VP, Regulatory Exams, ComplianceWells Fargo Advisors, LLC2002 - Present
Charles Schwab 1993 - 2001
Skills
Regulatory Affairs, Financial Services, Investments
Education
University of Colorado at Boulder
Bachelor of Science (BS), Accounting and Business/Management
University of Denver College of Law
Juris Doctor, Law
Ashley Pfeifer's Charles Schwab Experience August 2014 - Present
Job Mutual Fund Research Support Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab March 2013 - August 2014
Charles Schwab August 2010 - March 2013
University of Colorado at Boulder July 2008 - July 2010
University of Colorado at Boulder May 2009 - August 2009
University of Colorado at Boulder September 2007 - July 2008
Skills
Training, Budgets, Student Development, Residence Life, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Leadership, Event Planning
Education
University of Colorado Boulder 2006 — 2010
Bachelors in Arts and Science, Economics, History
Charles Schwab August 2014 - Present
Charles Schwab March 2013 - August 2014
Charles Schwab August 2010 - March 2013
University of Colorado at Boulder July 2008 - July 2010
University of Colorado at Boulder May 2009 - August 2009
University of Colorado at Boulder September 2007 - July 2008
Skills
Training, Budgets, Student Development, Residence Life, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Leadership, Event Planning
Education
University of Colorado Boulder 2006 — 2010
Bachelors in Arts and Science, Economics, History
Cassie Margaretten's Charles Schwab Experience May 2008 - December 2008
Job BI Report Developer/Systems Analyst
Industry Information Technology and Services
Experience
YES! Communities July 2014 - Present
Scottrade July 2011 - July 2014
Scottrade July 2010 - July 2011
Computer Research, Inc. February 2009 - March 2010
Charles Schwab May 2008 - December 2008
Skills
Requirements Analysis, SQL, Microsoft SQL Server, Jasper Reports, Business Intelligence, Jaspersoft, Text Mining, Stata, SAS E-Miner, Visual Basic, Testing, Test Planning, Statistical Data..., Statistical Modeling, Quality Assurance, Unix, Test Cases, SDLC, Visio, Troubleshooting, Access, Quality Center, System Testing, IBM iSeries, Software Quality..., User Acceptance Testing, Manual Testing, Regression Testing, Series 7, SharePoint, Databases, Business Analysis, Microsoft Office, Data Warehousing, Microsoft Excel, Analysis, Agile Methodologies
Education
University of Colorado at Denver 2011 — 2015
Master of Science (M.S.), Business Intelligence; Information Systems; Business Analytics
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.) Minor in Business, Political Science
YES! Communities July 2014 - Present
Scottrade July 2011 - July 2014
Scottrade July 2010 - July 2011
Computer Research, Inc. February 2009 - March 2010
Charles Schwab May 2008 - December 2008
Skills
Requirements Analysis, SQL, Microsoft SQL Server, Jasper Reports, Business Intelligence, Jaspersoft, Text Mining, Stata, SAS E-Miner, Visual Basic, Testing, Test Planning, Statistical Data..., Statistical Modeling, Quality Assurance, Unix, Test Cases, SDLC, Visio, Troubleshooting, Access, Quality Center, System Testing, IBM iSeries, Software Quality..., User Acceptance Testing, Manual Testing, Regression Testing, Series 7, SharePoint, Databases, Business Analysis, Microsoft Office, Data Warehousing, Microsoft Excel, Analysis, Agile Methodologies
Education
University of Colorado at Denver 2011 — 2015
Master of Science (M.S.), Business Intelligence; Information Systems; Business Analytics
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.) Minor in Business, Political Science
Sally Labertew's Charles Schwab Experience July 2015 - Present
Job Financial Services Professoonal
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Capital Group October 2005 - June 2015
EDS Group 1986 - 1997
Skills
Customer Service, Account Management, Training Facilitation, User Acceptance Testing, Customer Relations, Project Management, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Public Speaking, Sales, Team Building, Vendor Management, Risk Management
Education
University of Colorado Boulder 1976 — 1980
Business
Charles Schwab July 2015 - Present
Capital Group October 2005 - June 2015
EDS Group 1986 - 1997
Skills
Customer Service, Account Management, Training Facilitation, User Acceptance Testing, Customer Relations, Project Management, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Public Speaking, Sales, Team Building, Vendor Management, Risk Management
Education
University of Colorado Boulder 1976 — 1980
Business
Jacqui Neal's Charles Schwab Experience May 2010 - March 2012
Job Portfolio Manager at Flagstone Financial Advisors
Industry Investment Management
Experience
Flagstone Financial Advisors April 2012 - Present
Charles Schwab May 2010 - March 2012
Town Center Booksellers June 2005 - February 2009
Basalt Clinic Pharmacy August 2004 - August 2005
Basalt Chamber of Commerce June 2002 - August 2003
Skills
Financial Services, Investment Management, Portfolio Management, Strategic Financial..., Investments, Securities, ETFs, Mutual Funds, Financial Analysis, Series 65
Education
University of Colorado Boulder 2006 — 2010
Bachelor's Degree, Economics, International Affairs
Basalt High School 2002 — 2006
Flagstone Financial Advisors April 2012 - Present
Charles Schwab May 2010 - March 2012
Town Center Booksellers June 2005 - February 2009
Basalt Clinic Pharmacy August 2004 - August 2005
Basalt Chamber of Commerce June 2002 - August 2003
Skills
Financial Services, Investment Management, Portfolio Management, Strategic Financial..., Investments, Securities, ETFs, Mutual Funds, Financial Analysis, Series 65
Education
University of Colorado Boulder 2006 — 2010
Bachelor's Degree, Economics, International Affairs
Basalt High School 2002 — 2006
Beth Hegland's Charles Schwab Experience August 2015 - Present
Job Senior Manager Risk Analytics/Modeling at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Nordstrom fsb May 2014 - August 2015
Nordstrom fsb August 2012 - April 2014
Nordstrom fsb February 2011 - August 2012
Nordstrom fsb June 2010 - February 2011
University of Colorado Boulder August 2007 - May 2009
Skills
Statistical Modeling, Portfolio Management, Data Analysis, Financial Modeling, SAS, Decision Analysis, Risk Management, Risk Analysis, Portfolio Optimization, Credit Risk, Valuation, Financial Analysis, Business Analysis, Predictive Modeling, SQL, Analytics
Education
University of Colorado at Boulder 2007 — 2009
Master of Science (M.S.), Applied Mathematics
The University of Montana 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Sciences
Charles Schwab August 2015 - Present
Nordstrom fsb May 2014 - August 2015
Nordstrom fsb August 2012 - April 2014
Nordstrom fsb February 2011 - August 2012
Nordstrom fsb June 2010 - February 2011
University of Colorado Boulder August 2007 - May 2009
Skills
Statistical Modeling, Portfolio Management, Data Analysis, Financial Modeling, SAS, Decision Analysis, Risk Management, Risk Analysis, Portfolio Optimization, Credit Risk, Valuation, Financial Analysis, Business Analysis, Predictive Modeling, SQL, Analytics
Education
University of Colorado at Boulder 2007 — 2009
Master of Science (M.S.), Applied Mathematics
The University of Montana 2003 — 2007
Bachelor of Arts (B.A.), Mathematical Sciences
John Pope's Charles Schwab Experience 1997 - 2003
Job Estimator and CFO at Old Town Glass, Inc.
Industry Construction
Experience
Old Town Glass, Inc. 2003 - Present
Marin County Sheriff's Office October 2000 - Present
Charles Schwab 1997 - 2003
Cherryvale Fire Protection District 1997 - 2000
Autodesk 1993 - 1996
City of Novato, Dept of Communtiy Development 1992 - 1994
Skills
Construction, Residential, Manufacturing, Strategic Planning, Customer Service, Glass, Windows and Doors, Window Installation, Search and Rescue, Doors, Window, Search & Rescue, Residential Homes, Contract Negotiation, Sales Operations, Sales Management, Building Materials, Disaster Response, Project Management, Contractors, Renovation, Emergency Management, Policy, Budgets, Construction Management, Team Building, Management, Sales
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts, Economics
Marin Catholic 1993 — 1996
Old Town Glass, Inc. 2003 - Present
Marin County Sheriff's Office October 2000 - Present
Charles Schwab 1997 - 2003
Cherryvale Fire Protection District 1997 - 2000
Autodesk 1993 - 1996
City of Novato, Dept of Communtiy Development 1992 - 1994
Skills
Construction, Residential, Manufacturing, Strategic Planning, Customer Service, Glass, Windows and Doors, Window Installation, Search and Rescue, Doors, Window, Search & Rescue, Residential Homes, Contract Negotiation, Sales Operations, Sales Management, Building Materials, Disaster Response, Project Management, Contractors, Renovation, Emergency Management, Policy, Budgets, Construction Management, Team Building, Management, Sales
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts, Economics
Marin Catholic 1993 — 1996
Betsy Monroe, CFA's Charles Schwab Experience February 1996 - April 1999
Job Senior Analyst at Loews Corporation
Industry Investment Management
Experience
Loews Corporation April 2015 - Present
Guardian Life June 2007 - April 2015
Goldman Sachs March 2001 - June 2007
American Century Investments April 1999 - March 2001
Charles Schwab February 1996 - April 1999
Federal Reserve Bank of San Francisco October 1993 - February 1996
Skills
Portfolio Management, Asset Management, Fixed Income, Bonds, Loans, Investments, Investment Banking, Bloomberg, Investment Strategies, Credit Risk, Capital Markets, Valuation, Hedge Funds, Securities, High Yield, Structured Finance, Equities, Banking, Financial Modeling, Credit, Alternative Investments, Leveraged Finance, Mutual Funds, Asset Managment, Financial Markets, Credit Derivatives, Financial Institutions, Derivatives, Trading, Credit Analysis, Finance, Series 7, Emerging Markets, Asset Allocation, Equity Research, Investment Management, Series 63, Private Equity, Corporate Finance, Structured Products, Trading Systems, Financial Services
Education
University of San Francisco 1991 — 1993
MBA, Finance
University of Colorado at Boulder 1983 — 1988
BA, Anthropology
Loews Corporation April 2015 - Present
Guardian Life June 2007 - April 2015
Goldman Sachs March 2001 - June 2007
American Century Investments April 1999 - March 2001
Charles Schwab February 1996 - April 1999
Federal Reserve Bank of San Francisco October 1993 - February 1996
Skills
Portfolio Management, Asset Management, Fixed Income, Bonds, Loans, Investments, Investment Banking, Bloomberg, Investment Strategies, Credit Risk, Capital Markets, Valuation, Hedge Funds, Securities, High Yield, Structured Finance, Equities, Banking, Financial Modeling, Credit, Alternative Investments, Leveraged Finance, Mutual Funds, Asset Managment, Financial Markets, Credit Derivatives, Financial Institutions, Derivatives, Trading, Credit Analysis, Finance, Series 7, Emerging Markets, Asset Allocation, Equity Research, Investment Management, Series 63, Private Equity, Corporate Finance, Structured Products, Trading Systems, Financial Services
Education
University of San Francisco 1991 — 1993
MBA, Finance
University of Colorado at Boulder 1983 — 1988
BA, Anthropology
Nam Choi's Charles Schwab Experience January 1996 - Present
Job Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 1996 - Present
Education
University of Colorado Boulder
BA, Psychology, Molecular Biology
Charles Schwab January 1996 - Present
Education
University of Colorado Boulder
BA, Psychology, Molecular Biology
Aaron Madison's Charles Schwab Experience December 2014 - Present
Job Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - Present
T. Rowe Price November 2010 - August 2012
T Rowe Price October 2009 - March 2011
T. Rowe Price 2007 - 2009
T. Rowe Price 2006 - 2007
T. Rowe Price May 2006 - December 2006
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance
Charles Schwab December 2014 - Present
Charles Schwab August 2012 - Present
T. Rowe Price November 2010 - August 2012
T Rowe Price October 2009 - March 2011
T. Rowe Price 2007 - 2009
T. Rowe Price 2006 - 2007
T. Rowe Price May 2006 - December 2006
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance
LiSong Ding's Charles Schwab Experience June 1999 - Present
Job
Industry Market Research
Experience
Charles Schwab June 1999 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Strategic Planning, SAS programming, Net Promoter Score, Survey Design, Survey Research, Vendor Relationships
Education
University of Colorado at Boulder 1994 — 1999
Bachelor of Science (B.S.), Business Administration
Charles Schwab June 1999 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Strategic Planning, SAS programming, Net Promoter Score, Survey Design, Survey Research, Vendor Relationships
Education
University of Colorado at Boulder 1994 — 1999
Bachelor of Science (B.S.), Business Administration
Jon Gussick's Charles Schwab Experience September 2008 - January 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Charles Schwab September 2008 - January 2013
Skills
Equities, Investments, Financial Modeling, Series 7, Mutual Funds, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
TIAA-CREF January 2013 - Present
Charles Schwab September 2008 - January 2013
Skills
Equities, Investments, Financial Modeling, Series 7, Mutual Funds, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Brandon Wieder's Charles Schwab Experience February 2014 - Present
Job Accounting Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
First Data Corporation October 2012 - February 2014
First Data Corporation September 2010 - October 2012
First Data Corporation October 2007 - September 2010
Skills
Sarbanes-Oxley Act, Financial Reporting
Education
University of Colorado at Boulder 1999 — 2003
Charles Schwab February 2014 - Present
First Data Corporation October 2012 - February 2014
First Data Corporation September 2010 - October 2012
First Data Corporation October 2007 - September 2010
Skills
Sarbanes-Oxley Act, Financial Reporting
Education
University of Colorado at Boulder 1999 — 2003
Kevin Stern's Charles Schwab Experience May 2007 - August 2010
Job Senior Consultant EY Advisory Services Strategy at EY
Industry Management Consulting
Experience
EY March 2014 - Present
Deming Center Venture Fund December 2012 - December 2013
Ernst & Young June 2013 - August 2013
US Securities and Exchange Commission June 2012 - August 2012
Colorado State University May 2011 - August 2011
Charles Schwab May 2007 - August 2010
Intuit August 2006 - April 2007
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Strategic Planning, Performance Improvement, Financial Modeling, Business Process..., Decision Modeling, Finance, Strategic Improvement, Corporate Law, Project Management, Westlaw, Legal Compliance, Financial Analysis, Legal Assistance, Intellectual Property, Licensing, Securities Regulation, Securities, Marketing, Litigation, Legal Issues, Business Analysis, Stock Trading, Securities Litigation, Securities Fraud, Legal Services, Research, Legal Writing, Legal Research, Due Diligence, Venture Capital, Entrepreneurship
Education
University of Colorado Law School 2010 — 2013
Juris Doctor, Law
University of Colorado at Boulder - Leeds School of Business 2010 — 2013
MBA
University of Colorado at Boulder 2003 — 2007
B.A., English Literature
EY March 2014 - Present
Deming Center Venture Fund December 2012 - December 2013
Ernst & Young June 2013 - August 2013
US Securities and Exchange Commission June 2012 - August 2012
Colorado State University May 2011 - August 2011
Charles Schwab May 2007 - August 2010
Intuit August 2006 - April 2007
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Strategic Planning, Performance Improvement, Financial Modeling, Business Process..., Decision Modeling, Finance, Strategic Improvement, Corporate Law, Project Management, Westlaw, Legal Compliance, Financial Analysis, Legal Assistance, Intellectual Property, Licensing, Securities Regulation, Securities, Marketing, Litigation, Legal Issues, Business Analysis, Stock Trading, Securities Litigation, Securities Fraud, Legal Services, Research, Legal Writing, Legal Research, Due Diligence, Venture Capital, Entrepreneurship
Education
University of Colorado Law School 2010 — 2013
Juris Doctor, Law
University of Colorado at Boulder - Leeds School of Business 2010 — 2013
MBA
University of Colorado at Boulder 2003 — 2007
B.A., English Literature
Donald Lewis, CFA's Charles Schwab Experience 1992 - 1999
Job Advisor Tax | Accounting | Finance
Industry Financial Services
Experience
Vantive Partners 2007 - 2009
Morgan Stanley 2004 - 2005
Charles Schwab 1992 - 1999
Execucom 1990 - 1991
Nicor Oil & Gas 1982 - 1990
Skills
Financial Analysis, Investment Analysis, Financial Planning, Financial Modeling, Financial Management, Strategic Planning, Mergers, Acquisitions, Divestitures, Finance, Investments, Portfolio Management, Tax Law, Tax Advisory, Corporate Tax, Partnership Taxation, Tax Reporting, Tax Research, Tax Planning, Tax Strategies, Staff Management, Staff Development, Staff Recruitment, New Business Development, Client Relationship..., Presentations, Financial Services, Securities, Investment Advisory, Oil/Gas, Real Estate, Start-ups, Small Business..., Software Consulting
Education
University of Denver
Masters of Taxation
University of Colorado at Boulder
Bachelor of Science, Business (Finance)
Vantive Partners 2007 - 2009
Morgan Stanley 2004 - 2005
Charles Schwab 1992 - 1999
Execucom 1990 - 1991
Nicor Oil & Gas 1982 - 1990
Skills
Financial Analysis, Investment Analysis, Financial Planning, Financial Modeling, Financial Management, Strategic Planning, Mergers, Acquisitions, Divestitures, Finance, Investments, Portfolio Management, Tax Law, Tax Advisory, Corporate Tax, Partnership Taxation, Tax Reporting, Tax Research, Tax Planning, Tax Strategies, Staff Management, Staff Development, Staff Recruitment, New Business Development, Client Relationship..., Presentations, Financial Services, Securities, Investment Advisory, Oil/Gas, Real Estate, Start-ups, Small Business..., Software Consulting
Education
University of Denver
Masters of Taxation
University of Colorado at Boulder
Bachelor of Science, Business (Finance)
K Dunn's Charles Schwab Experience April 1991 - Present
Job Retired from Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1991 - Present
Enterprise Capital Corp January 1982 - January 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Teaching, HTML
Education
University of Connecticut-Stamford 1976 — 1978
Master of Business Administration (MBA)
University of Colorado at Boulder 1965 — 1971
Sociologyand Political Science
Charles Schwab April 1991 - Present
Enterprise Capital Corp January 1982 - January 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Photoshop, Teaching, HTML
Education
University of Connecticut-Stamford 1976 — 1978
Master of Business Administration (MBA)
University of Colorado at Boulder 1965 — 1971
Sociologyand Political Science
Marie C. Roybal's Charles Schwab Experience July 1993 - January 1999
Job Marketing Specialist at Federal Highway Administration
Industry Government Administration
Experience
Federal Highway Administration October 2001 - Present
Charles Schwab July 1993 - January 1999
Skills
Public Relations
Education
University of Colorado Denver 1998 — 2000
Master of Business Administration (MBA)
University of Colorado Denver 1998 — 2000
Master of Science (MS), Marketing
University of Colorado Boulder 1986 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Colorado Boulder 1986 — 1992
Bachelor of Arts (BA), Psychology
Federal Highway Administration October 2001 - Present
Charles Schwab July 1993 - January 1999
Skills
Public Relations
Education
University of Colorado Denver 1998 — 2000
Master of Business Administration (MBA)
University of Colorado Denver 1998 — 2000
Master of Science (MS), Marketing
University of Colorado Boulder 1986 — 1992
Bachelor of Science (BS), Business Administration and Management, General
University of Colorado Boulder 1986 — 1992
Bachelor of Arts (BA), Psychology
Chasya Morgan's Charles Schwab Experience July 2012 - May 2013
Job Financial Analyst at TriZetto, A Cognizant Company
Industry Internet
Experience
TriZetto, A Cognizant Company January 2015 - Present
Infinite Harvest Inc. January 2013 - Present
HomeAdvisor June 2013 - December 2014
Charles Schwab July 2012 - May 2013
Skills
Business Analysis, Analytics, Process Improvement, SQL, Microsoft Excel, Process Efficiency, Report Writing, Reporting & Analysis, Cash Flow, Financial Modeling
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science (BS), Finance
TriZetto, A Cognizant Company January 2015 - Present
Infinite Harvest Inc. January 2013 - Present
HomeAdvisor June 2013 - December 2014
Charles Schwab July 2012 - May 2013
Skills
Business Analysis, Analytics, Process Improvement, SQL, Microsoft Excel, Process Efficiency, Report Writing, Reporting & Analysis, Cash Flow, Financial Modeling
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science (BS), Finance
Santiago Fontenla's Charles Schwab Experience October 2012 - February 2015
Job Database Administrator at Adams 14 School District
Industry Education Management
Experience
Adams 14 School District April 2015 - Present
Charles Schwab October 2012 - February 2015
Kiewit April 2012 - October 2012
Microsoft April 2010 - October 2011
Skills
Software Configuration..., Systems Engineering, Release Management, Release Engineering, Software Deployment, Infrastructure, Database Administration, Powershell, IIS, Microsoft SQL Server, Hyper-V, Software Troubleshooting
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Physics
Adams 14 School District April 2015 - Present
Charles Schwab October 2012 - February 2015
Kiewit April 2012 - October 2012
Microsoft April 2010 - October 2011
Skills
Software Configuration..., Systems Engineering, Release Management, Release Engineering, Software Deployment, Infrastructure, Database Administration, Powershell, IIS, Microsoft SQL Server, Hyper-V, Software Troubleshooting
Education
University of Colorado Boulder 2002 — 2006
Bachelor's degree, Physics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank