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
Kent Clark Kent Clark's Charles Schwab Experience March 2015 - Present
Job Senior Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Education
University of Colorado Denver 1993 — 1996
Master of Business Administration (MBA)
University of Redlands 1986 — 1990
Bachelor of Arts (BA), Economics
Charles Schwab March 2015 - Present
Education
University of Colorado Denver 1993 — 1996
Master of Business Administration (MBA)
University of Redlands 1986 — 1990
Bachelor of Arts (BA), Economics
Richard Strouse, CFP® Richard Strouse, CFP®'s Charles Schwab Experience February 1996 - August 2006
Job at USAA
Industry Financial Services
Jason Irving Jason Irving's Charles Schwab Experience 2012 - 2014
Job Associate Portfolio Consultant at Charles Schwab, Inc
Industry Financial Services
Experience
Charles Schwab 2012 - 2014
Charles Schwab 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Financial Risk, Financial Services
Education
University of Colorado 2000 — 2003
Bachelor of Arts (B.A.), Psychology/ Political Science
University of Colorado Denver 2000 — 2003
Bachelor of Arts (B.A.), Psychology / Political Science
Charles Schwab 2012 - 2014
Charles Schwab 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Financial Risk, Financial Services
Education
University of Colorado 2000 — 2003
Bachelor of Arts (B.A.), Psychology/ Political Science
University of Colorado Denver 2000 — 2003
Bachelor of Arts (B.A.), Psychology / Political Science
A. Michael Topalian A. Michael Topalian's Charles Schwab Experience 2010 - Present
Job Regional Fixed Income Sales at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2010 - Present
Arbor Research and Trading 2009 - 2010
Bank of Montreal Capital Markets 2005 - 2008
Bank One Corp 1999 - 2005
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Asset Management, Financial Markets, Wealth Management, Investment Advisory, MBS, Investment Management, Investment Banking, Bloomberg, Securities
Education
University of Dayton 1994 — 1998
Charles Schwab 2010 - Present
Arbor Research and Trading 2009 - 2010
Bank of Montreal Capital Markets 2005 - 2008
Bank One Corp 1999 - 2005
Skills
Fixed Income, Series 7, Series 63, Capital Markets, Bonds, Asset Management, Financial Markets, Wealth Management, Investment Advisory, MBS, Investment Management, Investment Banking, Bloomberg, Securities
Education
University of Dayton 1994 — 1998
Samar Nicholson Samar Nicholson's Charles Schwab Experience May 2000 - April 2001
Job Financial Analyst, Forecasting, Mortgage expertise
Industry Financial Services
Experience
Interactive Mortgage Analytics October 2013 - Present
Aurora Bank FSB September 2009 - November 2012
Aurora Loan Services, Lehman Brothers September 2005 - September 2009
Aurora Loan Services September 2002 - September 2005
Charles Schwab May 2000 - April 2001
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Loans, Loan Servicing, Financial Analysis, Residential Mortgages, Analysis, Banking, Finance, Portfolio Management, Forecasting, Credit Analysis, Training
Education
University of Colorado at Denver 2000 — 2002
MBA
University of Northern Colorado 1994 — 1998
BS, Psychology
Interactive Mortgage Analytics October 2013 - Present
Aurora Bank FSB September 2009 - November 2012
Aurora Loan Services, Lehman Brothers September 2005 - September 2009
Aurora Loan Services September 2002 - September 2005
Charles Schwab May 2000 - April 2001
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Loans, Loan Servicing, Financial Analysis, Residential Mortgages, Analysis, Banking, Finance, Portfolio Management, Forecasting, Credit Analysis, Training
Education
University of Colorado at Denver 2000 — 2002
MBA
University of Northern Colorado 1994 — 1998
BS, Psychology
Rith Lim Rith Lim's Charles Schwab Experience February 2007 - Present
Job Sr. Software Application Developer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab February 2007 - Present
Skills
C++, Objective-C, Xcode, iOS development, C#, Visual Studio, Java Enterprise Edition, Github, XML, Eclipse, ASP.NET, JSP, Oracle, C, JSON, Java, Programming, ClearCase, JavaScript, Agile Methodologies, Object Oriented Design, Scrum, Web Services, Unix, Software Engineering, .NET, PHP, CSS, TFS, OOP, HTML, Linux, JUnit, Software Development, ASP, Web Development, Computer Science, Design Patterns, SQL, Unix Shell Scripting, Software Project..., Requirements Analysis, Agile Project Management
Education
University of Colorado Denver 2008 — 2013
Master of Science (M.S.), Computer Science
University of Colorado Denver 2001 — 2006
BS, Computer Science & Engineering
Charles Schwab February 2007 - Present
Skills
C++, Objective-C, Xcode, iOS development, C#, Visual Studio, Java Enterprise Edition, Github, XML, Eclipse, ASP.NET, JSP, Oracle, C, JSON, Java, Programming, ClearCase, JavaScript, Agile Methodologies, Object Oriented Design, Scrum, Web Services, Unix, Software Engineering, .NET, PHP, CSS, TFS, OOP, HTML, Linux, JUnit, Software Development, ASP, Web Development, Computer Science, Design Patterns, SQL, Unix Shell Scripting, Software Project..., Requirements Analysis, Agile Project Management
Education
University of Colorado Denver 2008 — 2013
Master of Science (M.S.), Computer Science
University of Colorado Denver 2001 — 2006
BS, Computer Science & Engineering
Sudhesh Sabat's Charles Schwab Experience September 2011 - January 2013
Job Banker at Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo April 2014 - Present
Citigroup October 2013 - April 2014
Wells Fargo January 2013 - October 2013
Charles Schwab September 2011 - January 2013
South Asian Student Association August 2009 - October 2011
Mutual of Omaha January 2010 - May 2011
Skills
Public Speaking, Data Analysis, Business Analysis, Access, Process Improvement, Financial Analysis, Risk Management, Investments, Project Management, Analysis, Strategic Planning, Team Building, Banking, Financial Modeling, PowerPoint, Customer Service, Quality Assurance, Leadership, Management, Finance, Microsoft Excel, Business Development, Microsoft Office, CRM, Business Process, SharePoint, Training, Sales, Social Media, Microsoft Word, Marketing
Education
University of Colorado at Denver 2008 — 2012
Business, Management, Information Systems
Wells Fargo April 2014 - Present
Citigroup October 2013 - April 2014
Wells Fargo January 2013 - October 2013
Charles Schwab September 2011 - January 2013
South Asian Student Association August 2009 - October 2011
Mutual of Omaha January 2010 - May 2011
Skills
Public Speaking, Data Analysis, Business Analysis, Access, Process Improvement, Financial Analysis, Risk Management, Investments, Project Management, Analysis, Strategic Planning, Team Building, Banking, Financial Modeling, PowerPoint, Customer Service, Quality Assurance, Leadership, Management, Finance, Microsoft Excel, Business Development, Microsoft Office, CRM, Business Process, SharePoint, Training, Sales, Social Media, Microsoft Word, Marketing
Education
University of Colorado at Denver 2008 — 2012
Business, Management, Information Systems
Anders Tyslan Anders Tyslan's Charles Schwab Experience October 2008 - July 2011
Job Project Manager at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network December 2013 - Present
Wells Fargo November 2012 - July 2013
Wells Fargo August 2011 - November 2012
Charles Schwab October 2008 - July 2011
Charles Schwab & Co., Inc. February 2006 - October 2008
Charles Schwab & Co., Inc. September 2004 - February 2006
Charles Schwab & Co., Inc. November 2000 - October 2004
Charles Schwab & Co., Inc. September 1998 - November 2000
American Society on Aging 1996 - 1998
Skills
Software Project..., Product Management, Process Improvement, SharePoint, Problem Solving, MS Project, Project Planning, Business Analysis, Requirements Gathering, Project Management, Software Documentation, Project Manager, Business Communications, Technical Documentation, Team Building, Team Leadership, Offshore Project..., Training Skills, Agile Project Management, Budget Forecasts, Basel III, Basel II, ICAAP, Program Management, Business Requirements, PMO, Process Development, Business Process..., Documentation, Business Process, Technical Writing, PowerPoint, Training, Financial Services, Testing, Software Development, Change Management, Analysis, SDLC, Microsoft Project
Education
Central Bucks West
Rotary International Exchange Student
University of Delaware
Bachelor of Arts
Blackhawk Network December 2013 - Present
Wells Fargo November 2012 - July 2013
Wells Fargo August 2011 - November 2012
Charles Schwab October 2008 - July 2011
Charles Schwab & Co., Inc. February 2006 - October 2008
Charles Schwab & Co., Inc. September 2004 - February 2006
Charles Schwab & Co., Inc. November 2000 - October 2004
Charles Schwab & Co., Inc. September 1998 - November 2000
American Society on Aging 1996 - 1998
Skills
Software Project..., Product Management, Process Improvement, SharePoint, Problem Solving, MS Project, Project Planning, Business Analysis, Requirements Gathering, Project Management, Software Documentation, Project Manager, Business Communications, Technical Documentation, Team Building, Team Leadership, Offshore Project..., Training Skills, Agile Project Management, Budget Forecasts, Basel III, Basel II, ICAAP, Program Management, Business Requirements, PMO, Process Development, Business Process..., Documentation, Business Process, Technical Writing, PowerPoint, Training, Financial Services, Testing, Software Development, Change Management, Analysis, SDLC, Microsoft Project
Education
Central Bucks West
Rotary International Exchange Student
University of Delaware
Bachelor of Arts
Kesinee Tantisewie Kesinee Tantisewie's Charles Schwab Experience April 2013 - Present
Job Staff Database Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Colorado Access March 2013 - April 2013
Lipper, A Thompson Reuters Company December 2007 - January 2013
Lipper, A Reuters Company January 2005 - December 2007
Reuters Software (Thailand) October 2003 - December 2004
Reuters Software (Thailand) December 2002 - October 2003
Lipper, A Reuters Company August 2001 - June 2002
Skills
PL/SQL, Sybase, ETL, SQL, Perl, ASP .NET/ C# (Beginner..., SQL Server (T_SQL), Unix Shell Scripting, Analytical and Problem..., Oracle Database, Oracle PL/SQL..., Oracle, Data Warehousing, Databases, Quality Assurance, Software Development, Testing, T-SQL, XML, Performance Tuning, SDLC, Business Analysis
Education
University of Colorado at Denver 1997 — 2001
Master of Science (M.S.), International Business, 3.53
University of Colorado at Denver 1997 — 2001
Master of Science (M.S.), Information Systems, 3.53
Chulalongkorn University 1988 — 1993
B.Sc.in Pharm, Pharmaceutical Science
Triam Udom
Charles Schwab April 2013 - Present
Colorado Access March 2013 - April 2013
Lipper, A Thompson Reuters Company December 2007 - January 2013
Lipper, A Reuters Company January 2005 - December 2007
Reuters Software (Thailand) October 2003 - December 2004
Reuters Software (Thailand) December 2002 - October 2003
Lipper, A Reuters Company August 2001 - June 2002
Skills
PL/SQL, Sybase, ETL, SQL, Perl, ASP .NET/ C# (Beginner..., SQL Server (T_SQL), Unix Shell Scripting, Analytical and Problem..., Oracle Database, Oracle PL/SQL..., Oracle, Data Warehousing, Databases, Quality Assurance, Software Development, Testing, T-SQL, XML, Performance Tuning, SDLC, Business Analysis
Education
University of Colorado at Denver 1997 — 2001
Master of Science (M.S.), International Business, 3.53
University of Colorado at Denver 1997 — 2001
Master of Science (M.S.), Information Systems, 3.53
Chulalongkorn University 1988 — 1993
B.Sc.in Pharm, Pharmaceutical Science
Triam Udom
Jacqueline (Haberkorn) Hash Jacqueline (Haberkorn) Hash's Charles Schwab Experience August 2010 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
LPS Field Services October 2008 - July 2010
Accenture September 2002 - September 2008
Skills
Integration, Business Analysis, Management, Operations Management, Asset Management, SDLC, Management Consulting, Leadership, Program Management, Mortgage Lending, Process Improvement, Business Process..., Business Process, Risk Management, Vendor Management
Education
University of Denver 1997 — 2001
Bachelor's degree
Charles Schwab August 2010 - Present
LPS Field Services October 2008 - July 2010
Accenture September 2002 - September 2008
Skills
Integration, Business Analysis, Management, Operations Management, Asset Management, SDLC, Management Consulting, Leadership, Program Management, Mortgage Lending, Process Improvement, Business Process..., Business Process, Risk Management, Vendor Management
Education
University of Denver 1997 — 2001
Bachelor's degree
Christopher Tillman Christopher Tillman's Charles Schwab Experience May 2013 - Present
Job Senior Application Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2013 - Present
TEKsystems November 2012 - May 2013
Teton Aviation Group, LLC April 2011 - November 2012
Digital Magic Productions, Inc December 2004 - April 2011
Skills
Web Services, .NET, C# 4.0, PHP, Microsoft SQL Server, HTML 5, jQuery, jQuery Mobile, JavaScript, Advanced CSS, Unobtrusive Javascript, XML, WCF Services, Java, XSLT, XSD, Threads, MVC
Education
University of Colorado at Denver 1997 — 2001
Digital Multimedia
Charles Schwab May 2013 - Present
TEKsystems November 2012 - May 2013
Teton Aviation Group, LLC April 2011 - November 2012
Digital Magic Productions, Inc December 2004 - April 2011
Skills
Web Services, .NET, C# 4.0, PHP, Microsoft SQL Server, HTML 5, jQuery, jQuery Mobile, JavaScript, Advanced CSS, Unobtrusive Javascript, XML, WCF Services, Java, XSLT, XSD, Threads, MVC
Education
University of Colorado at Denver 1997 — 2001
Digital Multimedia
Diana Dine Diana Dine's Charles Schwab Experience January 2015 - Present
Job Sr. Global Product Manager
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Great-West Financial November 2008 - March 2015
MetLife November 2006 - November 2008
MetLife March 2006 - November 2006
MetLife January 1997 - January 2000
MetLife Resources January 1994 - January 1997
MetLife Resources January 1992 - January 1994
MetLife Resources Division January 1991 - January 1992
Skills
Forward Thinking, Building Relationships, Flexible Approach, Team Leadership, Clear Communications, Build Strong Teams, Business Planning, Written & Oral..., Training Delivery, Marketing Strategy, Product Marketing, Staff Supervision, Multiple Project..., Microsoft Office, PowerPoint, Series 6, Cross-functional Team..., Marketing Communications, Management, Retirement, Retirement Planning, Strategic Planning, Wealth Management, Strategy, Series 63, Financial Services, Insurance, Investments, Leadership, Mutual Funds
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA, Business
University of Colorado at Denver 1985 — 1990
Bachelor, Science Business Administration; Marketing and Finance
Charles Schwab January 2015 - Present
Great-West Financial November 2008 - March 2015
MetLife November 2006 - November 2008
MetLife March 2006 - November 2006
MetLife January 1997 - January 2000
MetLife Resources January 1994 - January 1997
MetLife Resources January 1992 - January 1994
MetLife Resources Division January 1991 - January 1992
Skills
Forward Thinking, Building Relationships, Flexible Approach, Team Leadership, Clear Communications, Build Strong Teams, Business Planning, Written & Oral..., Training Delivery, Marketing Strategy, Product Marketing, Staff Supervision, Multiple Project..., Microsoft Office, PowerPoint, Series 6, Cross-functional Team..., Marketing Communications, Management, Retirement, Retirement Planning, Strategic Planning, Wealth Management, Strategy, Series 63, Financial Services, Insurance, Investments, Leadership, Mutual Funds
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA, Business
University of Colorado at Denver 1985 — 1990
Bachelor, Science Business Administration; Marketing and Finance
Ryan Ferriman Ryan Ferriman's Charles Schwab Experience 2004 - 2012
Job GIS Analyst
Industry Information Services
Experience
Hunter's Chase Home Owners Association March 2011 - August 2015
Charles Schwab 2004 - 2012
University of Puget Sound May 2003 - August 2003
Environment Colorado June 2002 - August 2002
Skills
Research, Analysis, Data Analysis, Cartography, ARCGIS, SAS, Spatial Analysis, Spatial Data Management, Database Design, Budget Management, Management, Digital Mapping, Web Mapping, Financial Modeling, Customer Service, Leadership, PowerPoint, Microsoft Word
Education
University of Denver 2013 — 2015
Master of Science (MS), Geographic Information Systems
University of Denver 2012 — 2013
Graduate Certificate, Geographic Information Systems
University of Puget Sound 2001 — 2004
Bachelor of Science (BS), Biology
Hunter's Chase Home Owners Association March 2011 - August 2015
Charles Schwab 2004 - 2012
University of Puget Sound May 2003 - August 2003
Environment Colorado June 2002 - August 2002
Skills
Research, Analysis, Data Analysis, Cartography, ARCGIS, SAS, Spatial Analysis, Spatial Data Management, Database Design, Budget Management, Management, Digital Mapping, Web Mapping, Financial Modeling, Customer Service, Leadership, PowerPoint, Microsoft Word
Education
University of Denver 2013 — 2015
Master of Science (MS), Geographic Information Systems
University of Denver 2012 — 2013
Graduate Certificate, Geographic Information Systems
University of Puget Sound 2001 — 2004
Bachelor of Science (BS), Biology
Paul Paskalides Paul Paskalides's Charles Schwab Experience 2002 - 2004
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Cantor Fitzgerald November 2013 - Present
JMP Securities May 2007 - September 2013
Etrade March 2006 - April 2007
Susquehanna International Group May 2004 - February 2006
Charles Schwab 2002 - 2004
NDB Capital Markets August 1996 - March 2002
Cantor Fitzgerald July 1995 - July 1996
First Fidelity Bank April 1993 - June 1995
American Stock Exchange September 1989 - March 1993
Skills
Series 63, Series 24, Series 7, Trading, Bloomberg, Equity Trading, Hedge Funds, Electronic Trading, Investment Sales, Equities, Trading Systems, Securities, Capital Markets, Options, FINRA, Financial Markets, Fixed Income, Investments
Education
University of Delaware 1985 — 1989
rhs
Michael Piel Michael Piel's Charles Schwab Experience March 2014 - Present
Job Managing Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - February 2014
eCollege a Pearson Company February 2008 - June 2011
The Chotin Group October 2006 - January 2008
Great-West Life July 2003 - October 2006
GovConnect (First Data) December 2001 - July 2003
InNet 2000 - 2001
InNet 1999 - 2000
Republic Financial Corp 1998 - 2000
Joseph Sturniolo & Associates 1997 - 1998
Skills
Team Management, SQL Server, Business Intelligence, Data Warehousing, Strategic Planning, Vendor Relations, SDLC, Agile, SQL, Business Analysis, ETL, Databases, IT Strategy, Integration, Analytics, SSRS, Application Development, SSIS, Software Development, .NET, Cognos, Database Design, Architecture, Data Analysis, SOA, Process Improvement, SaaS, Software Engineering, Data Mining, Vendor Management, Data Modeling, Agile Project Management, Scrum, Management, Strategy, Leadership, Servers, IT Management, Software Documentation, Disaster Recovery, Microsoft SQL Server, Oracle, Agile Methodologies, C#, IIS, Visual Basic, Software Project..., Data Center, System Architecture, Business Process
Education
University of Colorado Denver 1999 — 2002
MS IS, Information Systems
University of Wyoming 1987 — 1992
BS, Business Administration
Cheyenne Central High 1980 — 1990
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - February 2014
eCollege a Pearson Company February 2008 - June 2011
The Chotin Group October 2006 - January 2008
Great-West Life July 2003 - October 2006
GovConnect (First Data) December 2001 - July 2003
InNet 2000 - 2001
InNet 1999 - 2000
Republic Financial Corp 1998 - 2000
Joseph Sturniolo & Associates 1997 - 1998
Skills
Team Management, SQL Server, Business Intelligence, Data Warehousing, Strategic Planning, Vendor Relations, SDLC, Agile, SQL, Business Analysis, ETL, Databases, IT Strategy, Integration, Analytics, SSRS, Application Development, SSIS, Software Development, .NET, Cognos, Database Design, Architecture, Data Analysis, SOA, Process Improvement, SaaS, Software Engineering, Data Mining, Vendor Management, Data Modeling, Agile Project Management, Scrum, Management, Strategy, Leadership, Servers, IT Management, Software Documentation, Disaster Recovery, Microsoft SQL Server, Oracle, Agile Methodologies, C#, IIS, Visual Basic, Software Project..., Data Center, System Architecture, Business Process
Education
University of Colorado Denver 1999 — 2002
MS IS, Information Systems
University of Wyoming 1987 — 1992
BS, Business Administration
Cheyenne Central High 1980 — 1990
Donald Billings's Charles Schwab Experience June 2010 - Present
Job Vice President Financial Consultant
Industry Investment Management
Experience
Charles Schwab June 2010 - Present
St. Francis of Assisi Catholic Church 2010 - Present
RBC Wealth Management 2008 - 2010
ARAMARK Refreshment Services 2005 - 2008
Farmers Insurance and Financial Services 2005 - 2006
Enterprise Rent-A-Car 1998 - 2005
Education
University of Denver 1999 — 2000
Master of Music (not completed)
University of Denver 1995 — 1999
Bachelor of Music
Pueblo County High School 1991 — 1995
Charles Schwab June 2010 - Present
St. Francis of Assisi Catholic Church 2010 - Present
RBC Wealth Management 2008 - 2010
ARAMARK Refreshment Services 2005 - 2008
Farmers Insurance and Financial Services 2005 - 2006
Enterprise Rent-A-Car 1998 - 2005
Education
University of Denver 1999 — 2000
Master of Music (not completed)
University of Denver 1995 — 1999
Bachelor of Music
Pueblo County High School 1991 — 1995
Michid Baterdene Michid Baterdene's Charles Schwab Experience 2014 - 2014
Job Customer Service Representative at ESM
Industry Financial Services
Experience
ESM October 2012 - June 2014
Charles Schwab 2014 - 2014
Student Advisory Committee, Auraria Board March 2012 - April 2012
The Ottawa Hospital January 2010 - April 2010
Skills
C++, C#, Java, SharePoint, Microsoft CRM, Sales, Customer Service, Accurate Data Entry, Data Analysis, Data Mining, Microsoft SQL Server, Datatel, Microsoft Excel, Microsoft Office
Education
University of Colorado Denver 2010 — 2014
Bachelor of Science (BS), Finance
ESM October 2012 - June 2014
Charles Schwab 2014 - 2014
Student Advisory Committee, Auraria Board March 2012 - April 2012
The Ottawa Hospital January 2010 - April 2010
Skills
C++, C#, Java, SharePoint, Microsoft CRM, Sales, Customer Service, Accurate Data Entry, Data Analysis, Data Mining, Microsoft SQL Server, Datatel, Microsoft Excel, Microsoft Office
Education
University of Colorado Denver 2010 — 2014
Bachelor of Science (BS), Finance
Brandon Nickell Brandon Nickell's Charles Schwab Experience September 2015 - Present
Job Financial Services Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Vistar May 2014 - August 2014
Darnall Fund Raising, Inc. 2004 - 2012
Skills
Email Marketing, E-commerce, Direct Sales, Sales Management, Financial Markets, Financial Analysis, Customer Acquisition, Google Adwords, Sales Rep Training, CRM databases, Google Analytics, Website Development
Education
University of Colorado Denver 2012 — 2015
Bachelor of Science (BS), Finance
Charles Schwab September 2015 - Present
Vistar May 2014 - August 2014
Darnall Fund Raising, Inc. 2004 - 2012
Skills
Email Marketing, E-commerce, Direct Sales, Sales Management, Financial Markets, Financial Analysis, Customer Acquisition, Google Adwords, Sales Rep Training, CRM databases, Google Analytics, Website Development
Education
University of Colorado Denver 2012 — 2015
Bachelor of Science (BS), Finance
Brandon T. Byrd Brandon T. Byrd's Charles Schwab Experience June 2008 - February 2014
Job Experienced Financial Professional
Industry Financial Services
Experience
Charles Schwab June 2008 - February 2014
Skills
Corporate Communications, Finance, Investments, Internal Communications, Analytics, Database Administration, Strategic Communications, Investment Banking, Analysis, Strategy, Quality Assurance, Coaching, Databases, Financial Services, Management, SharePoint, User Acceptance Testing, Business Analysis, SDLC, Requirements Gathering, Risk Management, Business Requirements, Waterfall, Defect Tracking, Quality Center, Visio
Education
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), Communication, General
Charles Schwab June 2008 - February 2014
Skills
Corporate Communications, Finance, Investments, Internal Communications, Analytics, Database Administration, Strategic Communications, Investment Banking, Analysis, Strategy, Quality Assurance, Coaching, Databases, Financial Services, Management, SharePoint, User Acceptance Testing, Business Analysis, SDLC, Requirements Gathering, Risk Management, Business Requirements, Waterfall, Defect Tracking, Quality Center, Visio
Education
University of Denver 2007 — 2009
Bachelor of Arts (B.A.), Communication, General
Khiem Truong - AAMS, Series 7, 63 and 65's Charles Schwab Experience August 1998 - March 2011
Job Assistant Vice President / Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Bryon Geman Bryon Geman's Charles Schwab Experience May 2013 - October 2014
Job at
Industry Financial Services
Experience
Schwab Private Client Investment Advisory October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2012 - April 2013
JP Morgan Chase April 2009 - September 2012
Spicy Pickle Franchising Company September 2006 - April 2008
Skills
Financial Analysis, Securities, Customer Service, Microsoft Excel, Cash Management, Retail Banking, Financial Services, Series 7, Series 63, Series 66, Analysis, Corporate Finance, Risk Management, Strategic Financial...
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Arts (B.A.), Economics
Schwab Private Client Investment Advisory October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2012 - April 2013
JP Morgan Chase April 2009 - September 2012
Spicy Pickle Franchising Company September 2006 - April 2008
Skills
Financial Analysis, Securities, Customer Service, Microsoft Excel, Cash Management, Retail Banking, Financial Services, Series 7, Series 63, Series 66, Analysis, Corporate Finance, Risk Management, Strategic Financial...
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Arts (B.A.), Economics
Tim Patnode Tim Patnode's Charles Schwab Experience September 2015 - Present
Job Data Governance Practice Lead/Business Intelligence Engagement Manager @ Datasource
Industry Information Technology and Services
Experience
Charles Schwab September 2015 - Present
Datasource Consulting LLC November 2013 - August 2015
ESPN April 2010 - November 2013
Foretelligence July 2008 - April 2010
Pilat Media December 2004 - June 2008
Harris Corporation (Encoda Systems) 2000 - 2003
Encoda Systems 1993 - 2000
Systeks Inc. January 1987 - January 1993
Skills
Business Intelligence, Data Warehouse..., Program Management, Solution Selling, Pre-sales, Data Governance, International Markets, Enterprise Architecture, Agile/Scrum, Data Visualization, Management Consulting, Business Analysis, Offshore Software..., MicroStrategy, Business Objects, Team Leadership, Capital Budgeting, Enterprise Performance..., Key Performance..., Performance Management, P&L Responsibility, Revenue Acceleration, Strategic Planning, Consulting, Business Development, Integration, Start-ups, Software Project..., Digital Media, Broadcast Television, Online Advertising, Cable Television, Digital Marketing, Consumer Behaviour, P&L Forecasting, SAS, Data Warehousing, ETL, Enterprise Software, Database Design, Oracle, Software Development, Agile Methodologies, Big Data, OLAP, Management, Leadership, Business Performance..., International Marketing, Strategy
Education
University of Denver
BS, Business Administration
University of Washington
Charles Schwab September 2015 - Present
Datasource Consulting LLC November 2013 - August 2015
ESPN April 2010 - November 2013
Foretelligence July 2008 - April 2010
Pilat Media December 2004 - June 2008
Harris Corporation (Encoda Systems) 2000 - 2003
Encoda Systems 1993 - 2000
Systeks Inc. January 1987 - January 1993
Skills
Business Intelligence, Data Warehouse..., Program Management, Solution Selling, Pre-sales, Data Governance, International Markets, Enterprise Architecture, Agile/Scrum, Data Visualization, Management Consulting, Business Analysis, Offshore Software..., MicroStrategy, Business Objects, Team Leadership, Capital Budgeting, Enterprise Performance..., Key Performance..., Performance Management, P&L Responsibility, Revenue Acceleration, Strategic Planning, Consulting, Business Development, Integration, Start-ups, Software Project..., Digital Media, Broadcast Television, Online Advertising, Cable Television, Digital Marketing, Consumer Behaviour, P&L Forecasting, SAS, Data Warehousing, ETL, Enterprise Software, Database Design, Oracle, Software Development, Agile Methodologies, Big Data, OLAP, Management, Leadership, Business Performance..., International Marketing, Strategy
Education
University of Denver
BS, Business Administration
University of Washington
Brian Fahey Brian Fahey's Charles Schwab Experience December 2012 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Education
Independent Coursework
CFA, Level II Candidate
University of Denver 2009 — 2011
Master of Arts (M.A.), Economics
Western State College of Colorado 1999 — 2004
Bachelor of Arts (B.A.), Economics
Charles Schwab December 2012 - Present
Education
Independent Coursework
CFA, Level II Candidate
University of Denver 2009 — 2011
Master of Arts (M.A.), Economics
Western State College of Colorado 1999 — 2004
Bachelor of Arts (B.A.), Economics
Christa Bayer, MBA Christa Bayer, MBA's Charles Schwab Experience September 2015 - Present
Job Contractor at Charles Schwab
Industry Telecommunications
Experience
Charles Schwab September 2015 - Present
Arrow Electronics March 2014 - Present
MountainWest Sports Network [Division of Comcast / NBC Universal] January 2007 - September 2012
Comcast West Division November 2002 - December 2006
AT&T Broadband September 2001 - October 2002
AT&T Broadband July 2000 - June 2001
MediaOne Group, Inc. / U S WEST, Inc. January 1992 - June 2000
U S WEST, Inc. July 1989 - December 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budget, Budgets, Account Reconciliation, Accounting, General Ledger, Leadership, Journal Entries, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Forecasting
Education
University of Colorado at Colorado Springs
Master of Business Administration (MBA), Business Administration and Management, General, 3.975
WMTHS
Charles Schwab September 2015 - Present
Arrow Electronics March 2014 - Present
MountainWest Sports Network [Division of Comcast / NBC Universal] January 2007 - September 2012
Comcast West Division November 2002 - December 2006
AT&T Broadband September 2001 - October 2002
AT&T Broadband July 2000 - June 2001
MediaOne Group, Inc. / U S WEST, Inc. January 1992 - June 2000
U S WEST, Inc. July 1989 - December 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budget, Budgets, Account Reconciliation, Accounting, General Ledger, Leadership, Journal Entries, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Forecasting
Education
University of Colorado at Colorado Springs
Master of Business Administration (MBA), Business Administration and Management, General, 3.975
WMTHS
Max Rutsch, PMP, CSM's Charles Schwab Experience August 2008 - January 2009
Job Vice President Planning Services at FPS Trust / Services
Industry Financial Services
Experience
FPS Trust Company, LLC August 2015 - Present
Great-West Financial November 2012 - August 2015
Great-West Financial June 2009 - November 2012
Charles Schwab August 2008 - January 2009
Grupo Santander - Abbey - ISBAN April 2005 - May 2008
Verizon Business July 2002 - April 2005
Cendant August 2001 - June 2002
WorldCom December 1999 - May 2001
IBM Global Business Services November 1996 - July 1999
Skills
PMO, Governance, Agile Methodologies, Management Consulting, Stakeholder Management, Vendor Management, Strategy, SDLC, Business Analysis, Business Process, Change Management, Project Delivery, CRM, Project Planning, Cross-functional Team..., Project Portfolio..., Program Management, Integration, Requirements Analysis, Business Intelligence, Project Management, Management, Business Requirements, Process Improvement, PMI, PMP, MS Project, Waterfall, Software Project..., Visio, Telecommunications, Resource Management, SharePoint, User Acceptance Testing, PMBOK, scrum, Agile Project Management, Testing, Requirements Gathering, Team Management, Risk Management, Consulting, Financial Services, Team Leadership
Education
University of Colorado Denver 1994 — 1996
Master's (LA), Comm. and Organizational Design
University of Wisconsin-Eau Claire 1987 — 1991
Bachelor's (LA), Org. Communciation and Public Relations
FPS Trust Company, LLC August 2015 - Present
Great-West Financial November 2012 - August 2015
Great-West Financial June 2009 - November 2012
Charles Schwab August 2008 - January 2009
Grupo Santander - Abbey - ISBAN April 2005 - May 2008
Verizon Business July 2002 - April 2005
Cendant August 2001 - June 2002
WorldCom December 1999 - May 2001
IBM Global Business Services November 1996 - July 1999
Skills
PMO, Governance, Agile Methodologies, Management Consulting, Stakeholder Management, Vendor Management, Strategy, SDLC, Business Analysis, Business Process, Change Management, Project Delivery, CRM, Project Planning, Cross-functional Team..., Project Portfolio..., Program Management, Integration, Requirements Analysis, Business Intelligence, Project Management, Management, Business Requirements, Process Improvement, PMI, PMP, MS Project, Waterfall, Software Project..., Visio, Telecommunications, Resource Management, SharePoint, User Acceptance Testing, PMBOK, scrum, Agile Project Management, Testing, Requirements Gathering, Team Management, Risk Management, Consulting, Financial Services, Team Leadership
Education
University of Colorado Denver 1994 — 1996
Master's (LA), Comm. and Organizational Design
University of Wisconsin-Eau Claire 1987 — 1991
Bachelor's (LA), Org. Communciation and Public Relations
Jennifer Cuthill Jennifer Cuthill's Charles Schwab Experience March 2002 - August 2003
Job Customer Insights for Innovation and Customer Experience
Industry Management Consulting
Experience
Clearworks September 2003 - Present
Charles Schwab March 2002 - August 2003
innoVentry January 2000 - September 2001
Marakon Associates September 1997 - January 2000
BP Amoco 1996 - 1996
Skills
Product Management, Competitive Analysis, Consumer Insights, Product Development, Market Research, Market Analysis, New Product Ideation, Launching Of New..., Usability
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Delaware 1986 — 1990
BA, Communications & Economics
Clearworks September 2003 - Present
Charles Schwab March 2002 - August 2003
innoVentry January 2000 - September 2001
Marakon Associates September 1997 - January 2000
BP Amoco 1996 - 1996
Skills
Product Management, Competitive Analysis, Consumer Insights, Product Development, Market Research, Market Analysis, New Product Ideation, Launching Of New..., Usability
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Delaware 1986 — 1990
BA, Communications & Economics
Cassie Cotsworth Cassie Cotsworth's Charles Schwab Experience May 2015 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Curian Capital November 2008 - May 2015
Old Mutual Investment Partners 2006 - 2008
Education
University of Colorado at Denver
Bachelor of Science, Business Administration
Charles Schwab May 2015 - Present
Curian Capital November 2008 - May 2015
Old Mutual Investment Partners 2006 - 2008
Education
University of Colorado at Denver
Bachelor of Science, Business Administration
Steven Daniel Oberleas Steven Daniel Oberleas's Charles Schwab Experience January 2001 - January 2013
Job Business Process Analyst; Expeditors Intl @Google MTV
Industry Logistics and Supply Chain
Experience
Expeditors November 2014 - Present
Wells Fargo Fund Management Group April 2013 - November 2014
Charles Schwab January 2001 - January 2013
Various Fortune 500 Companies September 1999 - January 2001
Nextel Communications (now Sprint Nextel) June 1998 - August 1999
TeleTech September 1995 - May 1998
Skills
Experienced Business..., Desktop Application..., Process Improvement, Technical Support, Business Requirements, Data Warehousing, Financial Services, Mutual Funds, Data Analysis, Business Process..., Leadership, Product Management, Management, SQL, Requirements Analysis
Education
University of Colorado at Denver 1998 — 1999
Master of Science (M.S.), Accounting
University of Colorado at Denver 1995 — 1998
Bachelor of Science (B.S.), Accounting and Business/Management
Fordson High School
Expeditors November 2014 - Present
Wells Fargo Fund Management Group April 2013 - November 2014
Charles Schwab January 2001 - January 2013
Various Fortune 500 Companies September 1999 - January 2001
Nextel Communications (now Sprint Nextel) June 1998 - August 1999
TeleTech September 1995 - May 1998
Skills
Experienced Business..., Desktop Application..., Process Improvement, Technical Support, Business Requirements, Data Warehousing, Financial Services, Mutual Funds, Data Analysis, Business Process..., Leadership, Product Management, Management, SQL, Requirements Analysis
Education
University of Colorado at Denver 1998 — 1999
Master of Science (M.S.), Accounting
University of Colorado at Denver 1995 — 1998
Bachelor of Science (B.S.), Accounting and Business/Management
Fordson High School
Michele Cook Michele Cook's Charles Schwab Experience March 2010 - July 2014
Job Schwab Private Client Assoc. Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Charles Schwab March 2010 - July 2014
Fidelity Investments November 2007 - March 2009
Fidelity Investments April 2007 - November 2007
Atlas Securities Inc July 2004 - October 2006
MassMutual Financial Group March 2000 - March 2004
Merrill Lynch March 1994 - August 1997
Skills
Investments, Customer Service, Sales, Leadership, Retirement Planning, Financial Services, Mutual Funds, Sales Management, Marketing, Strategic Planning
Education
The University of Connecticut
M.B.A., Business Administration/Economics
Andrew Bohnenkamp's Charles Schwab Experience September 2011 - April 2014
Job Program Director at Compassion Freedom Fund
Industry Events Services
Experience
Compassion Freedom Fund May 2013 - Present
Charles Schwab September 2011 - April 2014
General Nutrition Centers, Inc September 2007 - August 2008
Skills
Salesforce.com, Team Leadership, Sales Management, Account Management, Cold Calling, Sales Process, Business Intelligence, Sales, Process Improvement
Education
University of Colorado Denver 2012 — 2014
Master of Business Administration (M.B.A.), Business Strategy, 3.7GPA
University of Colorado at Denver 2008 — 2012
Bachelor's Degree, Marketing, 3.5GPA
Compassion Freedom Fund May 2013 - Present
Charles Schwab September 2011 - April 2014
General Nutrition Centers, Inc September 2007 - August 2008
Skills
Salesforce.com, Team Leadership, Sales Management, Account Management, Cold Calling, Sales Process, Business Intelligence, Sales, Process Improvement
Education
University of Colorado Denver 2012 — 2014
Master of Business Administration (M.B.A.), Business Strategy, 3.7GPA
University of Colorado at Denver 2008 — 2012
Bachelor's Degree, Marketing, 3.5GPA
Ronald Doty PMP Ronald Doty PMP's Charles Schwab Experience January 2000 - June 2000
Job Sr Project Manager at Visa
Industry Financial Services
Experience
Visa June 2000 - Present
Charles Schwab January 2000 - June 2000
State Farm Insurance March 1998 - December 1999
California ISO May 1997 - March 1998
Pacific Gas & Electric October 1996 - May 1997
Johnson & Johnson May 1996 - September 1996
Dept. of Justice/California Corrections January 1995 - May 1996
Open Solutions May 1993 - January 1995
Hartford Insurance Group January 1993 - May 1993
Blur Cross-Blue Shield Insurance June 1992 - January 1993
Education
University of Connecticut
Visa June 2000 - Present
Charles Schwab January 2000 - June 2000
State Farm Insurance March 1998 - December 1999
California ISO May 1997 - March 1998
Pacific Gas & Electric October 1996 - May 1997
Johnson & Johnson May 1996 - September 1996
Dept. of Justice/California Corrections January 1995 - May 1996
Open Solutions May 1993 - January 1995
Hartford Insurance Group January 1993 - May 1993
Blur Cross-Blue Shield Insurance June 1992 - January 1993
Education
University of Connecticut
Jessica Neasbitt Jessica Neasbitt's Charles Schwab Experience October 2014 - Present
Job HRMS Consultant
Industry Outsourcing/Offshoring
Experience
Charles Schwab October 2014 - Present
CedarCrestone November 2012 - October 2014
TeleTech Holdings June 2007 - November 2012
Country Dinner Playhouse February 2006 - May 2007
Skills
HRIS, Oracle HR, Kronos Timekeeping, Oracle SQL, System Administration, Problem Solving, Strategic Planning, Reports, Office Management, Microsoft Office, Cultural Anthropology, SQL, Workforce Management, CRM, Oracle, Call Centers, BPO, Outsourcing, Vendor Management, Contact Centers, Payroll, Performance Management, Shared Services, Process Improvement, Business Analysis
Education
University of Colorado Colorado Springs 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
Elizabeth High School
High School Diploma
Charles Schwab October 2014 - Present
CedarCrestone November 2012 - October 2014
TeleTech Holdings June 2007 - November 2012
Country Dinner Playhouse February 2006 - May 2007
Skills
HRIS, Oracle HR, Kronos Timekeeping, Oracle SQL, System Administration, Problem Solving, Strategic Planning, Reports, Office Management, Microsoft Office, Cultural Anthropology, SQL, Workforce Management, CRM, Oracle, Call Centers, BPO, Outsourcing, Vendor Management, Contact Centers, Payroll, Performance Management, Shared Services, Process Improvement, Business Analysis
Education
University of Colorado Colorado Springs 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
Elizabeth High School
High School Diploma
Dawn Castaneda Dawn Castaneda's Charles Schwab Experience April 2011 - Present
Job Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
Citi 1983 - 2010
Skills
Series 7
Education
University of Denver
BBA, Business Administration
Charles Schwab April 2011 - Present
Citi 1983 - 2010
Skills
Series 7
Education
University of Denver
BBA, Business Administration
Patrick Labbe, CFA Patrick Labbe, CFA's Charles Schwab Experience September 1994 - June 2005
Job Investment Management, Asset Valuation, Financial & Business Analysis
Industry Investment Management
Experience
J.V. Bruni & Company January 2008 - Present
City of Arvada June 2005 - December 2008
Charles Schwab September 1994 - June 2005
United States Air Force 1984 - 1994
Skills
Investments, Portfolio Management, Alternative Investments, Asset Valuation, Business Analysis, Equity Research, Equity Valuation, Equity Trading, Bond Markets, Financial Modeling, Asset Allocation, Mutual Funds, Investment Advisory, Bloomberg Terminal, Financial Analysis, Value Investing, Equities, Asset Management, Finance, Fixed Income, Management, Strategic Planning
Education
University of Colorado Denver 2002 — 2005
MS, Finance
University of Colorado at Denver 1992 — 1996
MS Finance, BS Finance & Marketing, Business Management
J.V. Bruni & Company January 2008 - Present
City of Arvada June 2005 - December 2008
Charles Schwab September 1994 - June 2005
United States Air Force 1984 - 1994
Skills
Investments, Portfolio Management, Alternative Investments, Asset Valuation, Business Analysis, Equity Research, Equity Valuation, Equity Trading, Bond Markets, Financial Modeling, Asset Allocation, Mutual Funds, Investment Advisory, Bloomberg Terminal, Financial Analysis, Value Investing, Equities, Asset Management, Finance, Fixed Income, Management, Strategic Planning
Education
University of Colorado Denver 2002 — 2005
MS, Finance
University of Colorado at Denver 1992 — 1996
MS Finance, BS Finance & Marketing, Business Management
Ian Odya Ian Odya's Charles Schwab Experience April 2015 - Present
Job Charles Schwab
Industry Capital Markets
Experience
Charles Schwab April 2015 - Present
Boulder Community Hospital January 2010 - Present
Northwestern Mutual May 2012 - May 2012
Front Range Community College January 2010 - May 2010
Premier Members Federal Credit Union February 2007 - September 2007
Skills
Economics, Leadership, Time Management, Microsoft Excel, PowerPoint, Management, Microsoft Word, Public Speaking, Marketing, Sales, Customer Service, Data Analysis, Investments, Analysis
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.3
Charles Schwab April 2015 - Present
Boulder Community Hospital January 2010 - Present
Northwestern Mutual May 2012 - May 2012
Front Range Community College January 2010 - May 2010
Premier Members Federal Credit Union February 2007 - September 2007
Skills
Economics, Leadership, Time Management, Microsoft Excel, PowerPoint, Management, Microsoft Word, Public Speaking, Marketing, Sales, Customer Service, Data Analysis, Investments, Analysis
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.3
Benjamin Fife Benjamin Fife's Charles Schwab Experience March 2000 - Present
Job Vice President Branch Manager
Industry Financial Services
Experience
Charles Schwab March 2000 - Present
Charles Schwab February 1994 - February 2000
Ameriprise Financial (IDS) June 1991 - February 1994
Education
University of Connecticut 1986 — 1991
Bachelor of Arts, Economics
Charles Schwab March 2000 - Present
Charles Schwab February 1994 - February 2000
Ameriprise Financial (IDS) June 1991 - February 1994
Education
University of Connecticut 1986 — 1991
Bachelor of Arts, Economics
Cathy Nelson Rideout Cathy Nelson Rideout's Charles Schwab Experience August 1996 - July 1999
Job Senior Sales Director at Aberdeen Group
Industry Market Research
Experience
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Deonne Senarighi-Behm's Charles Schwab Experience June 1999 - May 2003
Job Real Estate Specialists in Golden, Lakewood, Littleton, and Reunion neighborhoods
Industry Real Estate
Experience
Keller Williams Real Estate January 2014 - Present
Next Level Business Group 2013 - Present
Edward Jones October 2007 - February 2009
Save Our Youth May 2006 - July 2007
Charles Schwab June 1999 - May 2003
Skills
Customer Service, Strategic Planning, Budgets, Mentoring, Investments, Team Building, Interviews, Training, Leadership, Coaching, Management, Negotiation, Microsoft Office, Real Estate, Finance
Education
Kaplan School of Realty 2013 — 2014
University of Denver 1990 — 1994
Bachelor's degree, Sociology
Moundsview High School 1986 — 1990
Keller Williams Real Estate January 2014 - Present
Next Level Business Group 2013 - Present
Edward Jones October 2007 - February 2009
Save Our Youth May 2006 - July 2007
Charles Schwab June 1999 - May 2003
Skills
Customer Service, Strategic Planning, Budgets, Mentoring, Investments, Team Building, Interviews, Training, Leadership, Coaching, Management, Negotiation, Microsoft Office, Real Estate, Finance
Education
Kaplan School of Realty 2013 — 2014
University of Denver 1990 — 1994
Bachelor's degree, Sociology
Moundsview High School 1986 — 1990
Becca Foster's Charles Schwab Experience March 2004 - March 2007
Job VP, Sr. Implementation Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2008 - Present
Charles Schwab March 2004 - March 2007
Ameriprise Financial Services, Inc. June 2002 - February 2004
Skills
Series 7, Series 63, Certified Equity..., Mutual Funds, 401k, Retirement Planning, Retirement, Investments, Securities, Insurance, Fixed Income, Equities, Estate Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Colorado at Colorado Springs 1992 — 1998
Bank of America Merrill Lynch March 2008 - Present
Charles Schwab March 2004 - March 2007
Ameriprise Financial Services, Inc. June 2002 - February 2004
Skills
Series 7, Series 63, Certified Equity..., Mutual Funds, 401k, Retirement Planning, Retirement, Investments, Securities, Insurance, Fixed Income, Equities, Estate Planning
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Colorado at Colorado Springs 1992 — 1998
Bradley Conover's Charles Schwab Experience June 2015 - August 2015
Job Former Stock Plan Services Intern at Charles Schwab/Full Time University of Denver Student
Industry Financial Services
Experience
Charles Schwab June 2015 - August 2015
Dizzion, Inc. January 2013 - June 2015
Coors Fitness Center September 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Teamwork, Facebook, Sports Management, Research, Sports Marketing, Social Networking, Social Media Marketing, Blogging, Time Management, Management, New Business Development, Spanish, Access, Leadership, Fundraising, Sales, Business Development, Networking, Marketing
Education
University of Denver 2012 — 2016
Finance, General
Charles Schwab June 2015 - August 2015
Dizzion, Inc. January 2013 - June 2015
Coors Fitness Center September 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Teamwork, Facebook, Sports Management, Research, Sports Marketing, Social Networking, Social Media Marketing, Blogging, Time Management, Management, New Business Development, Spanish, Access, Leadership, Fundraising, Sales, Business Development, Networking, Marketing
Education
University of Denver 2012 — 2016
Finance, General
Joe Collyar Joe Collyar's Charles Schwab Experience July 2015 - Present
Job Manager AML/OFAC Monitoring and Strategy
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Western Union January 2015 - July 2015
Western Union July 2014 - July 2015
Western Union January 2014 - July 2014
Western Union July 2013 - January 2014
United States Bankruptcy Court August 2010 - July 2013
Dearborn National March 2010 - August 2010
Bellco Credit Union November 2009 - March 2010
Skills
Analysis, Budgets, Financial Analysis, Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Research, Accounting, Government Accounting, Problem Solving, Customer Service, Economics, Banking, Public Speaking, Compliance, Anti Money Laundering, Fundraising, VBA, AML, USA PATRIOT Act, Bank Secrecy Act, Data Analysis, SQL, T-SQL
Education
University of Colorado at Denver 2008 — 2009
Graduate Level Study, Economics
University of Colorado at Denver 2005 — 2006
Bachelor of Arts (B.A.), Economics
University of Puget Sound 2002 — 2005
Charles Schwab July 2015 - Present
Western Union January 2015 - July 2015
Western Union July 2014 - July 2015
Western Union January 2014 - July 2014
Western Union July 2013 - January 2014
United States Bankruptcy Court August 2010 - July 2013
Dearborn National March 2010 - August 2010
Bellco Credit Union November 2009 - March 2010
Skills
Analysis, Budgets, Financial Analysis, Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Research, Accounting, Government Accounting, Problem Solving, Customer Service, Economics, Banking, Public Speaking, Compliance, Anti Money Laundering, Fundraising, VBA, AML, USA PATRIOT Act, Bank Secrecy Act, Data Analysis, SQL, T-SQL
Education
University of Colorado at Denver 2008 — 2009
Graduate Level Study, Economics
University of Colorado at Denver 2005 — 2006
Bachelor of Arts (B.A.), Economics
University of Puget Sound 2002 — 2005
Kevin Bukvic's Charles Schwab Experience January 2013 - August 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Charles Schwab January 2013 - August 2014
Cleveland Indians April 2012 - January 2013
Cleveland Browns August 2011 - May 2012
Dayton Silverbacks Indoor Football January 2011 - May 2011
Kennedy Union & Conference Services January 2007 - May 2011
University of Dayton Sport Marketing 2009 - 2010
Education
University of Dayton 2007 — 2011
Sport Management, Marketing, Communications
Cleveland St. Ignatius High School 2003 — 2007
diploma
Fidelity Investments August 2014 - Present
Charles Schwab January 2013 - August 2014
Cleveland Indians April 2012 - January 2013
Cleveland Browns August 2011 - May 2012
Dayton Silverbacks Indoor Football January 2011 - May 2011
Kennedy Union & Conference Services January 2007 - May 2011
University of Dayton Sport Marketing 2009 - 2010
Education
University of Dayton 2007 — 2011
Sport Management, Marketing, Communications
Cleveland St. Ignatius High School 2003 — 2007
diploma
Michael Chacon Michael Chacon's Charles Schwab Experience July 2006 - December 2009
Job Enterprise Sr. Account Executive at LeaderQuest
Industry Information Technology and Services
Experience
LeaderQuest July 2013 - Present
The Army Career and Alumni Program (ACAP) January 2009 - Present
Transition Assistance Program (TAP's) 2009 - Present
Mainz, LLC 2014 - 2014
Mainz, LLC 2014 - 2014
Mainz, LLC 2014 - 2014
TEKsystems June 2011 - July 2013
TEKsystems December 2010 - June 2011
TEKsystems December 2009 - December 2010
Charles Schwab July 2006 - December 2009
Skills
Series 7, Series 63, Contract Negotiation, Recruiting, Customer Service, Applicant Tracking..., Sales, Technical Recruiting, Team Building, Networking, Cold Calling, Process Improvement, Account Management, Team Leadership, Training, Leadership, Management, Business Development, Staffing Services, Resume Writing, Public Speaking, Contract Recruitment, Temporary Placement, Interviews, Program Management, Coaching, Staff Augmentation, Talent Acquisition, College Recruiting, Employee Relations, Strategy, Vendor Management, Sourcing, Information Technology, Screening, Internet Recruiting, Human Resources, System Administration, Screening Resumes, Quality Assurance, Analysis, Time Management, Hiring, Strategic Planning, Benefits Negotiation, Sales Operations, Customer Retention, Business Networking, Onboarding, New Business Development
Education
University of Colorado Colorado Springs 2000 — 2006
Bachelors of Science, Business; Information Systems; Finance
US Army 1989 — 1994
Primary Leadership Development Course, US Army US Army Noncommissioned Officer Academy
Silver High School 1987 — 1989
LeaderQuest July 2013 - Present
The Army Career and Alumni Program (ACAP) January 2009 - Present
Transition Assistance Program (TAP's) 2009 - Present
Mainz, LLC 2014 - 2014
Mainz, LLC 2014 - 2014
Mainz, LLC 2014 - 2014
TEKsystems June 2011 - July 2013
TEKsystems December 2010 - June 2011
TEKsystems December 2009 - December 2010
Charles Schwab July 2006 - December 2009
Skills
Series 7, Series 63, Contract Negotiation, Recruiting, Customer Service, Applicant Tracking..., Sales, Technical Recruiting, Team Building, Networking, Cold Calling, Process Improvement, Account Management, Team Leadership, Training, Leadership, Management, Business Development, Staffing Services, Resume Writing, Public Speaking, Contract Recruitment, Temporary Placement, Interviews, Program Management, Coaching, Staff Augmentation, Talent Acquisition, College Recruiting, Employee Relations, Strategy, Vendor Management, Sourcing, Information Technology, Screening, Internet Recruiting, Human Resources, System Administration, Screening Resumes, Quality Assurance, Analysis, Time Management, Hiring, Strategic Planning, Benefits Negotiation, Sales Operations, Customer Retention, Business Networking, Onboarding, New Business Development
Education
University of Colorado Colorado Springs 2000 — 2006
Bachelors of Science, Business; Information Systems; Finance
US Army 1989 — 1994
Primary Leadership Development Course, US Army US Army Noncommissioned Officer Academy
Silver High School 1987 — 1989
Apryl Johnson Apryl Johnson's Charles Schwab Experience May 2006 - September 2011
Job Training Manager, Blended Learning Instructional Designer
Industry Financial Services
Experience
Charles Schwab May 2006 - September 2011
AT&T Learning 2004 - 2006
Education
University of Colorado at Denver 1998 — 2002
MA in Information and Learning Technologies, MS in Technical Communication
University of Denver
Masters level courses in business administration
Charles Schwab May 2006 - September 2011
AT&T Learning 2004 - 2006
Education
University of Colorado at Denver 1998 — 2002
MA in Information and Learning Technologies, MS in Technical Communication
University of Denver
Masters level courses in business administration
Daniel Borah Daniel Borah's Charles Schwab Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Starbucks July 2011 - August 2014
Skills
Coffee, Inventory Management, Store Management, Customer Service, Store Operations, Time Management, Cashiering, Merchandising, Microsoft Office, Retail Sales, Customer Satisfaction, Sales, Teamwork, Leadership, Employee Training, Microsoft Excel, Training, Team Leadership, Event Planning, Telephone Skills, Driving Results, Customer Experience, Public Speaking, Facebook, Critical Thinking, Outlook, Team Building, Finance, Financial Analysis
Education
University of Colorado at Denver 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab August 2014 - Present
Starbucks July 2011 - August 2014
Skills
Coffee, Inventory Management, Store Management, Customer Service, Store Operations, Time Management, Cashiering, Merchandising, Microsoft Office, Retail Sales, Customer Satisfaction, Sales, Teamwork, Leadership, Employee Training, Microsoft Excel, Training, Team Leadership, Event Planning, Telephone Skills, Driving Results, Customer Experience, Public Speaking, Facebook, Critical Thinking, Outlook, Team Building, Finance, Financial Analysis
Education
University of Colorado at Denver 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Andrew Sturges Andrew Sturges's Charles Schwab Experience October 2007 - September 2010
Job Senior Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF July 2011 - September 2013
Puck Trading September 2010 - July 2011
Charles Schwab October 2007 - September 2010
McKee Heritage Investment Center/Benicorp Insurance Company June 2006 - August 2006
NY Futures on the CME Exchange June 2001 - August 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, S&P, Bloomberg, ThomsonOne, Trading Systems, Analytics, Finance, Risk Management, Equities, Financial Services
Education
University of Denver 2003 — 2007
BSBA, Finance and Economics
TIAA-CREF September 2013 - Present
TIAA-CREF July 2011 - September 2013
Puck Trading September 2010 - July 2011
Charles Schwab October 2007 - September 2010
McKee Heritage Investment Center/Benicorp Insurance Company June 2006 - August 2006
NY Futures on the CME Exchange June 2001 - August 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, S&P, Bloomberg, ThomsonOne, Trading Systems, Analytics, Finance, Risk Management, Equities, Financial Services
Education
University of Denver 2003 — 2007
BSBA, Finance and Economics
Suzanne Miller Graham, PMP, MBA Suzanne Miller Graham, PMP, MBA's Charles Schwab Experience July 2010 - June 2012
Job Business Analyst at Dining Alliance
Industry Information Technology and Services
Experience
Dining Alliance February 2015 - Present
Part-Time Fitness Coach and Trainer June 2011 - Present
Stubb's Legendary Bar-B-Q May 2013 - January 2015
Stubb's Legendary BBQ March 2013 - January 2015
Austism Society Greater Austin January 2013 - March 2013
Charles Schwab July 2010 - June 2012
Charles Schwab July 2005 - July 2010
Skills
Microsoft Excel, ERISA, Social Media, Microsoft Office, Project Management, Customer Service, Retirement Plan..., Data Analysis &..., NASM Personal Trainer, Process Analysis, Form 5500 preparation, Office Administration, Event Planning, Strategic Communications, NASM Certified Personal..., SQL Fundamentals, 401(k)..., MBA, Manage Client..., Communications..., Financial Management..., Social Media Integration, Multi-Industry..., Process Improvement, QKA, QPA, ClearQuest, MailChimp, Constant Contact, Eventbrite, Wordpress, Fitness Nutrition..., Many Software..., Qualitative &..., Microsoft Word, Microsoft PowerPoint, Requirements Gathering, Meeting Scheduling, Interdepartmental..., Vendor Management, Reward Strategies, Achievable development..., Technical Communication, Compliance Regulations, Multi-level Marketing, Academic Institutions, Marketing, PowerPoint, Pensions, BluePlanner
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Masters, Business Administration and Management, General
University of Delaware 1996 — 1999
Undergraduate, Biological Sciences, Minor: Chemistry & Psychology, Honors Program
Dining Alliance February 2015 - Present
Part-Time Fitness Coach and Trainer June 2011 - Present
Stubb's Legendary Bar-B-Q May 2013 - January 2015
Stubb's Legendary BBQ March 2013 - January 2015
Austism Society Greater Austin January 2013 - March 2013
Charles Schwab July 2010 - June 2012
Charles Schwab July 2005 - July 2010
Skills
Microsoft Excel, ERISA, Social Media, Microsoft Office, Project Management, Customer Service, Retirement Plan..., Data Analysis &..., NASM Personal Trainer, Process Analysis, Form 5500 preparation, Office Administration, Event Planning, Strategic Communications, NASM Certified Personal..., SQL Fundamentals, 401(k)..., MBA, Manage Client..., Communications..., Financial Management..., Social Media Integration, Multi-Industry..., Process Improvement, QKA, QPA, ClearQuest, MailChimp, Constant Contact, Eventbrite, Wordpress, Fitness Nutrition..., Many Software..., Qualitative &..., Microsoft Word, Microsoft PowerPoint, Requirements Gathering, Meeting Scheduling, Interdepartmental..., Vendor Management, Reward Strategies, Achievable development..., Technical Communication, Compliance Regulations, Multi-level Marketing, Academic Institutions, Marketing, PowerPoint, Pensions, BluePlanner
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2005
Masters, Business Administration and Management, General
University of Delaware 1996 — 1999
Undergraduate, Biological Sciences, Minor: Chemistry & Psychology, Honors Program
Kristian Carlson's Charles Schwab Experience May 2008 - May 2013
Job Financial Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments June 2013 - June 2014
Charles Schwab May 2008 - May 2013
Skills
Series 7, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services, Strategic Financial..., Securities, Equities, Retirement Planning, Banking, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Retirement, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, 401k, Wealth Management
Education
University of Colorado Denver
Bachelors degree in Business, Finance, General
Fidelity Investments 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments June 2013 - June 2014
Charles Schwab May 2008 - May 2013
Skills
Series 7, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services, Strategic Financial..., Securities, Equities, Retirement Planning, Banking, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Finance, Retirement, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Investment Strategies, 401k, Wealth Management
Education
University of Colorado Denver
Bachelors degree in Business, Finance, General
Alex Garcia, MBA Alex Garcia, MBA's Charles Schwab Experience February 2015 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Cole Haan June 2014 - December 2014
DICK'S Sporting Goods July 2013 - June 2014
Cole Haan November 2012 - June 2014
DICK'S Sporting Goods August 2011 - June 2013
Gap Inc. August 2011 - May 2013
Nike August 2010 - May 2011
Campus Village at Auraria July 2009 - August 2010
Skills
Customer Service, Sales, Sales Operations, Leadership, Sales Analysis, Employee Training, Merchandising, Data Input, Strategic Communications, Business Writing, Project Sales, Market Analysis, Product Knowledge, Scheduling, Marketing, Microsoft Office, Inventory Management, Retail Sales, Visual Merchandising, Retail, Microsoft Excel, Store Management, Fashion, Loss Prevention, Analysis
Education
University of Colorado Denver 2013 — 2014
Master of Business Administration (MBA), Sports and Entertainment Management
University of Colorado Denver 2008 — 2012
Bachelor of Science (BS), Music Entertainment Industry Studies
Rampart High School 2005 — 2008
High school diploma
Charles Schwab February 2015 - Present
Cole Haan June 2014 - December 2014
DICK'S Sporting Goods July 2013 - June 2014
Cole Haan November 2012 - June 2014
DICK'S Sporting Goods August 2011 - June 2013
Gap Inc. August 2011 - May 2013
Nike August 2010 - May 2011
Campus Village at Auraria July 2009 - August 2010
Skills
Customer Service, Sales, Sales Operations, Leadership, Sales Analysis, Employee Training, Merchandising, Data Input, Strategic Communications, Business Writing, Project Sales, Market Analysis, Product Knowledge, Scheduling, Marketing, Microsoft Office, Inventory Management, Retail Sales, Visual Merchandising, Retail, Microsoft Excel, Store Management, Fashion, Loss Prevention, Analysis
Education
University of Colorado Denver 2013 — 2014
Master of Business Administration (MBA), Sports and Entertainment Management
University of Colorado Denver 2008 — 2012
Bachelor of Science (BS), Music Entertainment Industry Studies
Rampart High School 2005 — 2008
High school diploma
Marcia May Marcia May's Charles Schwab Experience February 1997 - October 2001
Job Program Manager Value Enablement at Taulia, Inc.
Industry Financial Services
Experience
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Elisabeth Farlow's Charles Schwab Experience December 2014 - Present
Job Resolution Specialist
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab September 2013 - December 2014
US Bank 2010 - August 2013
Financial Abundance, LLC 2011 - August 2012
Skills
Lines Of Credit, Data Entry, Administrative..., Telephone Skills, Spreadsheets, Outlook, Consumer Lending, Office Administration, Credit, Banking, Customer Service, Teller Operations, Financial Services, Investments, Loans, Finance
Education
University of Colorado Denver
Bachelor of Arts (B.A.), Anthropology
Charles Schwab December 2014 - Present
Charles Schwab September 2013 - December 2014
US Bank 2010 - August 2013
Financial Abundance, LLC 2011 - August 2012
Skills
Lines Of Credit, Data Entry, Administrative..., Telephone Skills, Spreadsheets, Outlook, Consumer Lending, Office Administration, Credit, Banking, Customer Service, Teller Operations, Financial Services, Investments, Loans, Finance
Education
University of Colorado Denver
Bachelor of Arts (B.A.), Anthropology
Jeffrey Holden Jeffrey Holden's Charles Schwab Experience June 2013 - August 2013
Job Loan Agency Associate at Cortland Capital Market Services LLC
Industry Financial Services
Experience
Cortland Capital Market Services LLC April 2015 - Present
Ouroboros Asset Management, LLC June 2014 - January 2015
IPS Strategic Capital January 2014 - June 2014
Charles Schwab June 2013 - August 2013
Northwestern Mutual June 2012 - April 2013
Skills
Derivatives Trading, Options Strategies, Equity Trading, Portfolio Management, Equity Valuation, Mutual Funds, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Social Networking, Teamwork, Microsoft Word, Customer Service, Team Leadership, Fundraising, Sales, Public Speaking, Social Media, Finance, Investments
Education
University of Denver 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Major: Finance Minors: Statistics & History
City University of London: Cass Business School 2012 — 2012
Bachelor of Science (BS), Finance
Stevenson
Cortland Capital Market Services LLC April 2015 - Present
Ouroboros Asset Management, LLC June 2014 - January 2015
IPS Strategic Capital January 2014 - June 2014
Charles Schwab June 2013 - August 2013
Northwestern Mutual June 2012 - April 2013
Skills
Derivatives Trading, Options Strategies, Equity Trading, Portfolio Management, Equity Valuation, Mutual Funds, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Social Networking, Teamwork, Microsoft Word, Customer Service, Team Leadership, Fundraising, Sales, Public Speaking, Social Media, Finance, Investments
Education
University of Denver 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Major: Finance Minors: Statistics & History
City University of London: Cass Business School 2012 — 2012
Bachelor of Science (BS), Finance
Stevenson
Nikki Kirkpatrick Nikki Kirkpatrick's Charles Schwab Experience April 2015 - Present
Job Accountant
Industry Banking
Experience
Charles Schwab April 2015 - Present
CoBank July 2005 - April 2015
Skills
Credit, Financial Analysis, Loans, Credit Analysis, Banking, Finance, Analytics, Accounting, Financial Modeling, Risk Management, Business Analysis, Financial Reporting, Leadership, Financial Services, Analysis, Process Improvement, Management, Mergers, Due Diligence, Internal Controls
Education
University of Colorado Denver
Bachelor's Degree, Accounting
Charles Schwab April 2015 - Present
CoBank July 2005 - April 2015
Skills
Credit, Financial Analysis, Loans, Credit Analysis, Banking, Finance, Analytics, Accounting, Financial Modeling, Risk Management, Business Analysis, Financial Reporting, Leadership, Financial Services, Analysis, Process Improvement, Management, Mergers, Due Diligence, Internal Controls
Education
University of Colorado Denver
Bachelor's Degree, Accounting
Mark McEvily's Charles Schwab Experience June 2015 - July 2015
Job Registered Investment Advisor Intern at Charles Schwab
Industry Financial Services
Experience
Flyer Enterprises (The Chill) January 2014 - Present
Flyer Consulting January 2014 - Present
Charles Schwab June 2015 - July 2015
Flyer Enterprises August 2014 - May 2015
University of Dayton Club Golf Team August 2013 - May 2015
DHD Ventures May 2014 - January 2015
Center for Project Excellence (University of Dayton) October 2013 - October 2014
University of Dayton Economic and Finance Club August 2013 - May 2014
University of Dayton August 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Sports, Time Management
Education
University of Dayton 2012 — 2016
Finance, General
Flyer Enterprises (The Chill) January 2014 - Present
Flyer Consulting January 2014 - Present
Charles Schwab June 2015 - July 2015
Flyer Enterprises August 2014 - May 2015
University of Dayton Club Golf Team August 2013 - May 2015
DHD Ventures May 2014 - January 2015
Center for Project Excellence (University of Dayton) October 2013 - October 2014
University of Dayton Economic and Finance Club August 2013 - May 2014
University of Dayton August 2012 - January 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Sports, Time Management
Education
University of Dayton 2012 — 2016
Finance, General
William Ostruzka William Ostruzka's Charles Schwab Experience 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Charles Schwab 2014 - Present
Morgan Stanley Wealth Management 2013 - June 2014
TD Ameritrade 2008 - 2013
David Lerner Associates, Inc. January 2007 - January 2008
Skills
Investments, Finance, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Fixed Income, Variable Annuities, Hedge Funds
Education
The University of Connecticut
Jamie Fiedor Jamie Fiedor's Charles Schwab Experience June 2015 - Present
Job Aml specialist
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab October 2014 - June 2015
Warner Pacific Insurance Services April 2014 - September 2014
Cigna 2001 - 2012
Cigna May 2001 - September 2005
Skills
Insurance, Health Insurance, Underwriting, Claim, Life Insurance, Brokers, Employee Benefits, Term Life Insurance, Casualty, Disability Insurance, Reinsurance, General Insurance, Customer Service, Health Savings Accounts, Process Improvement, Healthcare, Team Building
Education
University of Colorado Denver 1996 — 1999
Bachelor's degree, Sociology
Charles Schwab June 2015 - Present
Charles Schwab October 2014 - June 2015
Warner Pacific Insurance Services April 2014 - September 2014
Cigna 2001 - 2012
Cigna May 2001 - September 2005
Skills
Insurance, Health Insurance, Underwriting, Claim, Life Insurance, Brokers, Employee Benefits, Term Life Insurance, Casualty, Disability Insurance, Reinsurance, General Insurance, Customer Service, Health Savings Accounts, Process Improvement, Healthcare, Team Building
Education
University of Colorado Denver 1996 — 1999
Bachelor's degree, Sociology
Ryan Buehler Ryan Buehler's Charles Schwab Experience August 2015 - Present
Job Broker
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Skills
Microsoft Office, Apple Macintosh, Employee Relations, Employee Benefits, Research, Team Leadership, Training, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2014
Finance, Business
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Skills
Microsoft Office, Apple Macintosh, Employee Relations, Employee Benefits, Research, Team Leadership, Training, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2014
Finance, Business
Jill Buhrmann, MBA Jill Buhrmann, MBA's Charles Schwab Experience July 2015 - Present
Job Schwab Charitable Alternative Investment Sr. Specialist
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Serif Denktas Serif Denktas's Charles Schwab Experience September 2012 - Present
Job Income Solutions Regional Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab July 2010 - August 2012
Asset One October 2006 - July 2010
Skills
Asset Allocation, Asset Management, Bonds, Business Development, Bloomberg, Equities, Financial Markets, Fixed Income, Investments, Mutual Funds, Portfolio Management, Wealth Management, Retirement Planning, Series 63, Series 7, Securities
Education
University of Colorado at Denver 2002 — 2005
Master of Business Administration (MBA)
University of Colorado at Denver 1995 — 1999
Bachelor of Science (BS), Finance, General
Charles Schwab September 2012 - Present
Charles Schwab July 2010 - August 2012
Asset One October 2006 - July 2010
Skills
Asset Allocation, Asset Management, Bonds, Business Development, Bloomberg, Equities, Financial Markets, Fixed Income, Investments, Mutual Funds, Portfolio Management, Wealth Management, Retirement Planning, Series 63, Series 7, Securities
Education
University of Colorado at Denver 2002 — 2005
Master of Business Administration (MBA)
University of Colorado at Denver 1995 — 1999
Bachelor of Science (BS), Finance, General
Aaron Day's Charles Schwab Experience July 2008 - January 2011
Job Food and Beverage Professional; Seasoned Entrepreneur and Business Development
Industry Food & Beverages
Experience
Concept Restaurants Inc April 2012 - Present
FOUNTAINHEAD MANAGEMENT February 2008 - Present
PMD Management April 2012 - December 2014
Charles Schwab July 2008 - January 2011
MyInks.com January 2006 - March 2008
ASPEN-DAY FAMILY PARTNERSHIP February 2004 - December 2007
PETRIE PARKMAN January 2000 - January 2004
Skills
Equity Trading, Capital Raises, Private Placements, New Business Development, Small Business..., hedge funds, internet retail, Business Development, E-commerce, Hedge Funds, Portfolio Management, Capital, Cross-functional Team..., Project Management, Options, Equities, Analysis, Financial Services, Investments, Trading
Education
University of Colorado at Denver 2007 — 2007
Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Marketing
Concept Restaurants Inc April 2012 - Present
FOUNTAINHEAD MANAGEMENT February 2008 - Present
PMD Management April 2012 - December 2014
Charles Schwab July 2008 - January 2011
MyInks.com January 2006 - March 2008
ASPEN-DAY FAMILY PARTNERSHIP February 2004 - December 2007
PETRIE PARKMAN January 2000 - January 2004
Skills
Equity Trading, Capital Raises, Private Placements, New Business Development, Small Business..., hedge funds, internet retail, Business Development, E-commerce, Hedge Funds, Portfolio Management, Capital, Cross-functional Team..., Project Management, Options, Equities, Analysis, Financial Services, Investments, Trading
Education
University of Colorado at Denver 2007 — 2007
Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Marketing
Madeline Bouchard's Charles Schwab Experience June 2014 - August 2014
Job Investor Services Intern at Charles Schwab Summer 2014
Industry International Affairs
Experience
University of Dayton Technology Support August 2013 - Present
Charles Schwab June 2014 - August 2014
MyEndoShop September 2013 - December 2013
Kingsbury Club & Spa March 2008 - September 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Event Planning, Facebook, Nonprofits, Social Media Marketing, Management, Marketing, Teamwork, Time Management
Education
University of Dayton 2011 — 2015
International Studies-Global Peace and Security
Medfield High School 2007 — 2011
University of Dayton Technology Support August 2013 - Present
Charles Schwab June 2014 - August 2014
MyEndoShop September 2013 - December 2013
Kingsbury Club & Spa March 2008 - September 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Event Planning, Facebook, Nonprofits, Social Media Marketing, Management, Marketing, Teamwork, Time Management
Education
University of Dayton 2011 — 2015
International Studies-Global Peace and Security
Medfield High School 2007 — 2011
Peter Ossian, MBA Peter Ossian, MBA's Charles Schwab Experience May 1997 - November 2001
Job Account Manager Government Markets at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement June 2011 - Present
Bank of the West February 2008 - April 2011
Wells Fargo May 2002 - February 2008
Charles Schwab May 1997 - November 2001
Skills
Loans, Relationship Management, Credit, Investments, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Retail Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Business Development, Team Building
Education
University of Colorado at Denver 2012 — 2014
Masters of Business Administration, Finance
Colorado State University
Business Administration, Business Administration
University of Minnesota-Twin Cities
Economics Statistics
EMPOWER Retirement June 2011 - Present
Bank of the West February 2008 - April 2011
Wells Fargo May 2002 - February 2008
Charles Schwab May 1997 - November 2001
Skills
Loans, Relationship Management, Credit, Investments, Credit Analysis, Portfolio Management, Banking, Small Business Lending, Retail Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Business Development, Team Building
Education
University of Colorado at Denver 2012 — 2014
Masters of Business Administration, Finance
Colorado State University
Business Administration, Business Administration
University of Minnesota-Twin Cities
Economics Statistics
Alison Roper-Zuckert Alison Roper-Zuckert's Charles Schwab Experience April 1999 - June 2000
Job Real Estate Broker at Kentwood Companies
Industry Real Estate
Experience
Kentwood Companies May 2009 - Present
Merrill Lynch June 2000 - January 2003
Charles Schwab April 1999 - June 2000
Skills
Sellers, Relocation, New Home Sales, Single Family Homes, Listings, Condos, Townhomes, Real Estate, Referrals, Luxury, Buyers, Relocation Buyers, Relocation Advice, High End Homes, executive relocation, First Time Home Buyers, First Time Home Sellers, Property, Buyer Representation, Sales, Corporate Relocation, Selling
Education
University of Denver 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Colorado 1994 — 1996
Bachelor of Science (BS), International Business
University of Puget Sound 1991 — 1993
International Business
Colorado Academy 1987 — 1991
Kentwood Companies May 2009 - Present
Merrill Lynch June 2000 - January 2003
Charles Schwab April 1999 - June 2000
Skills
Sellers, Relocation, New Home Sales, Single Family Homes, Listings, Condos, Townhomes, Real Estate, Referrals, Luxury, Buyers, Relocation Buyers, Relocation Advice, High End Homes, executive relocation, First Time Home Buyers, First Time Home Sellers, Property, Buyer Representation, Sales, Corporate Relocation, Selling
Education
University of Denver 2001 — 2003
Master of Business Administration (MBA), Finance, General
University of Colorado 1994 — 1996
Bachelor of Science (BS), International Business
University of Puget Sound 1991 — 1993
International Business
Colorado Academy 1987 — 1991
Brandon Abbott's Charles Schwab Experience June 2015 - Present
Job Software Developer at Dealer360
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
Dealer360 October 2012 - May 2015
InsightSoftware.com June 2012 - September 2012
Children's Hospital Colorado June 2011 - June 2012
Zeta Beta Tau - Iota Chapter May 2010 - May 2012
University of Denver September 2010 - June 2011
University of Maine June 2010 - August 2010
Skills
ASP.NET MVC, jQuery, ASP.NET, Java, HTML5, Parallel Programming, Responsiveness, Software Projects, Project Design, Microsoft SQL Server, Visual Studio, SQL Server Management..., HTML, CSS, Web Services, AJAX, MVC, HTML 5, C#, AngularJS, Windows Azure, TFS, Python, Databases, JavaScript, Research
Education
University of Denver 2008 — 2012
Bachelor of Science (BS), Computer Science
Charles Schwab June 2015 - Present
Dealer360 October 2012 - May 2015
InsightSoftware.com June 2012 - September 2012
Children's Hospital Colorado June 2011 - June 2012
Zeta Beta Tau - Iota Chapter May 2010 - May 2012
University of Denver September 2010 - June 2011
University of Maine June 2010 - August 2010
Skills
ASP.NET MVC, jQuery, ASP.NET, Java, HTML5, Parallel Programming, Responsiveness, Software Projects, Project Design, Microsoft SQL Server, Visual Studio, SQL Server Management..., HTML, CSS, Web Services, AJAX, MVC, HTML 5, C#, AngularJS, Windows Azure, TFS, Python, Databases, JavaScript, Research
Education
University of Denver 2008 — 2012
Bachelor of Science (BS), Computer Science
Martha Wagner Martha Wagner's Charles Schwab Experience March 2014 - Present
Job Financial Operations and Business Analyst
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Trust Services at Charles Schwab April 2013 - March 2014
Randstad Managed Services February 2012 - December 2012
CORESTAFF Services September 2011 - February 2012
Randstad Managed Services February 2010 - August 2011
SHERMAN & HOWARD, LLC May 2009 - October 2009
Lakeshore Staffing March 2009 - May 2009
FISERV INVESTMENT SUPPORT SERVICES 2005 - 2008
Fiserv Investment Support Services 1999 - 2005
Fiserv Investment Support Services/First Trust Company 1997 - 1999
Skills
Process Improvement, Financial Services, Back Office, Securities, Investments, Problem Solving, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, MS Excel Pivot Tables, SQL, FTP software, Global Plus, MS Project
Education
University of Colorado at Denver 1986 — 1990
Bachelor of Arts (BA), History
University of Colorado
BA, History
Charles Schwab March 2014 - Present
Trust Services at Charles Schwab April 2013 - March 2014
Randstad Managed Services February 2012 - December 2012
CORESTAFF Services September 2011 - February 2012
Randstad Managed Services February 2010 - August 2011
SHERMAN & HOWARD, LLC May 2009 - October 2009
Lakeshore Staffing March 2009 - May 2009
FISERV INVESTMENT SUPPORT SERVICES 2005 - 2008
Fiserv Investment Support Services 1999 - 2005
Fiserv Investment Support Services/First Trust Company 1997 - 1999
Skills
Process Improvement, Financial Services, Back Office, Securities, Investments, Problem Solving, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, MS Excel Pivot Tables, SQL, FTP software, Global Plus, MS Project
Education
University of Colorado at Denver 1986 — 1990
Bachelor of Arts (BA), History
University of Colorado
BA, History
Alan Zuckerman Alan Zuckerman's Charles Schwab Experience October 2010 - August 2012
Job Quality Assurance Engineer at EVO Payments International
Industry Computer Software
Experience
EVO Snap* October 2013 - Present
IP Commerce August 2012 - September 2013
Charles Schwab October 2010 - August 2012
Skills
SQL, Python, Java, Jira, SOATest, Splunk, LoadTest, System Testing, C#, Software Development, Agile Methodologies, Test Automation, Testing
Education
University of Denver 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
EVO Snap* October 2013 - Present
IP Commerce August 2012 - September 2013
Charles Schwab October 2010 - August 2012
Skills
SQL, Python, Java, Jira, SOATest, Splunk, LoadTest, System Testing, C#, Software Development, Agile Methodologies, Test Automation, Testing
Education
University of Denver 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Peter Bjelopetrovich's Charles Schwab Experience August 2014 - Present
Job at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab January 2014 - August 2014
Charles Schwab January 2013 - December 2013
Charles Schwab October 2011 - December 2012
Rice Dairy August 2010 - January 2011
Education
University of Dayton 2007 — 2011
Bachelor of Communication, Public Relations
Maine South High School 2003 — 2007
GED, General Studies
Charles Schwab August 2014 - Present
Charles Schwab January 2014 - August 2014
Charles Schwab January 2013 - December 2013
Charles Schwab October 2011 - December 2012
Rice Dairy August 2010 - January 2011
Education
University of Dayton 2007 — 2011
Bachelor of Communication, Public Relations
Maine South High School 2003 — 2007
GED, General Studies
Kirk Royster's Charles Schwab Experience October 1998 - February 2002
Job Technology Coach in Granville County
Industry Professional Training & Coaching
Experience
Learn Over Lunch October 2014 - Present
Granville County September 2010 - Present
Black Hat Communications November 2012 - Present
Premier Women's Health Professionals, PA July 2002 - March 2003
Charles Schwab October 1998 - February 2002
Skills
Project Management, Teaching, Customer Service, Microsoft Excel, Presentations, Leadership, Sales, Strategic Planning, Business Development, Business Strategy, Program Development, Business Management, Innovation Management, Negotiation, Cell Phone Activation &..., Microsoft Powerpoint, Small Business, Team Management
Education
University of Phoenix
Master of Business Administration (M.B.A.), Health Care Management
University of Delaware 1984 — 1989
Bachelor of Arts (B.A.), Economics
Dale Carnegie Training Institute 1993 — 1993
Learn Over Lunch October 2014 - Present
Granville County September 2010 - Present
Black Hat Communications November 2012 - Present
Premier Women's Health Professionals, PA July 2002 - March 2003
Charles Schwab October 1998 - February 2002
Skills
Project Management, Teaching, Customer Service, Microsoft Excel, Presentations, Leadership, Sales, Strategic Planning, Business Development, Business Strategy, Program Development, Business Management, Innovation Management, Negotiation, Cell Phone Activation &..., Microsoft Powerpoint, Small Business, Team Management
Education
University of Phoenix
Master of Business Administration (M.B.A.), Health Care Management
University of Delaware 1984 — 1989
Bachelor of Arts (B.A.), Economics
Dale Carnegie Training Institute 1993 — 1993
Kim Christensen Kim Christensen's Charles Schwab Experience May 2011 - September 2014
Job Software Engineer, Certified Scrum Master
Industry Computer Software
Experience
Synapsys LLC April 1989 - Present
Contract 2014 - 2015
Charles Schwab May 2011 - September 2014
Sprint Nextel September 2005 - April 2009
BCF Technology May 2004 - May 2005
Cendant April 2003 - May 2004
AT&T Broadband June 2002 - December 2002
Jones Cyber Solutions 1997 - 1998
Macmillan McGraw-Hill/CTB/Tamarac Systems March 1990 - August 1992
Productive Data Systems (PDS) 1989 - 1990
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, Databases, SQL
Education
University of Denver 1982 — 1987
B.S., Computer Systems Engineering
University of Denver
Bachelor of Applied Science (B.A.Sc.), Engineering, Computer Systems Engineering
Synapsys LLC April 1989 - Present
Contract 2014 - 2015
Charles Schwab May 2011 - September 2014
Sprint Nextel September 2005 - April 2009
BCF Technology May 2004 - May 2005
Cendant April 2003 - May 2004
AT&T Broadband June 2002 - December 2002
Jones Cyber Solutions 1997 - 1998
Macmillan McGraw-Hill/CTB/Tamarac Systems March 1990 - August 1992
Productive Data Systems (PDS) 1989 - 1990
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, Databases, SQL
Education
University of Denver 1982 — 1987
B.S., Computer Systems Engineering
University of Denver
Bachelor of Applied Science (B.A.Sc.), Engineering, Computer Systems Engineering
April Runer April Runer's Charles Schwab Experience June 2013 - Present
Job Business Analyst
Industry Banking
Experience
Charles Schwab June 2013 - Present
Charles Schwab Bank November 2010 - May 2013
RE/MAX, LLC October 2007 - July 2010
RE/MAX, LLC May 2007 - October 2007
Ent Federal Credit Union February 2006 - May 2007
Memorial Hospital January 2006 - May 2006
Dairy Queen May 2000 - February 2006
University of Colorado at Colorado Springs Athletic Training Department August 2002 - May 2005
Skills
Customer Service, Process Improvement, Project Management, Banking, Microsoft Excel, Microsoft Word, Business Analysis
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Arts (B.A.), Organizational Communication
Charles Schwab June 2013 - Present
Charles Schwab Bank November 2010 - May 2013
RE/MAX, LLC October 2007 - July 2010
RE/MAX, LLC May 2007 - October 2007
Ent Federal Credit Union February 2006 - May 2007
Memorial Hospital January 2006 - May 2006
Dairy Queen May 2000 - February 2006
University of Colorado at Colorado Springs Athletic Training Department August 2002 - May 2005
Skills
Customer Service, Process Improvement, Project Management, Banking, Microsoft Excel, Microsoft Word, Business Analysis
Education
University of Colorado at Colorado Springs 2002 — 2006
Bachelor of Arts (B.A.), Organizational Communication
Danny Bjortvedt's Charles Schwab Experience July 1999 - November 2004
Job Senior Manager at Convergys
Industry Information Technology and Services
Experience
Convergys March 2012 - Present
Convergys March 2012 - Present
Starwood Vacation Ownership July 2008 - November 2008
Symantec February 2006 - June 2008
Stay at Home Dad November 2004 - February 2006
Charles Schwab July 1999 - November 2004
Sprint 1997 - 1999
Sprint 1992 - 1997
US ARMY June 1983 - April 1988
Skills
PeopleSoft, BMC Remedy, Business Development, Technical Leadership, Process Improvement, Call Center, Vendor Management, Leadership, Customer Satisfaction, Call Centers, Troubleshooting, Management, Disaster Recovery, Program Management, Project Management, Data Center, Start-ups, Technical Support, Cross-functional Team..., Cloud Computing, Integration, Service Delivery, Team Leadership
Education
University of Colorado at Colorado Springs 1988 — 1992
Convergys March 2012 - Present
Convergys March 2012 - Present
Starwood Vacation Ownership July 2008 - November 2008
Symantec February 2006 - June 2008
Stay at Home Dad November 2004 - February 2006
Charles Schwab July 1999 - November 2004
Sprint 1997 - 1999
Sprint 1992 - 1997
US ARMY June 1983 - April 1988
Skills
PeopleSoft, BMC Remedy, Business Development, Technical Leadership, Process Improvement, Call Center, Vendor Management, Leadership, Customer Satisfaction, Call Centers, Troubleshooting, Management, Disaster Recovery, Program Management, Project Management, Data Center, Start-ups, Technical Support, Cross-functional Team..., Cloud Computing, Integration, Service Delivery, Team Leadership
Education
University of Colorado at Colorado Springs 1988 — 1992
James Papas James Papas's Charles Schwab Experience August 2007 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2007 - Present
Wells Fargo Funds Management September 2004 - July 2007
Fidelity Investments June 2002 - August 2004
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities
Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics
Charles Schwab August 2007 - Present
Wells Fargo Funds Management September 2004 - July 2007
Fidelity Investments June 2002 - August 2004
Skills
Asset Allocation, Financial Services, Investments, Mutual Funds, Securities, Asset Management, Financial Planning, Retirement, Wealth Management, Life Insurance, Annuities
Education
University of Delaware
Bachelor of Science (BS), Business/Consumer Economics
Sergey Akimov Sergey Akimov's Charles Schwab Experience January 2015 - Present
Job Financial Services Professional, Charles Schwab and Co.
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
EOS CCA May 2013 - January 2015
Skills
Financial Services, Call Centers, Customer Service, Negotiation, Series 7, Series 63, Personal Budgeting, Student Loans, Third Party Collections, Written & Verbal..., Financial Goals, Team Leadership, Relationship Management
Education
University of Colorado Denver 2014 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Charles Schwab January 2015 - Present
EOS CCA May 2013 - January 2015
Skills
Financial Services, Call Centers, Customer Service, Negotiation, Series 7, Series 63, Personal Budgeting, Student Loans, Third Party Collections, Written & Verbal..., Financial Goals, Team Leadership, Relationship Management
Education
University of Colorado Denver 2014 — 2018
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nicholas Bakerian Nicholas Bakerian's Charles Schwab Experience August 2015 - Present
Job Financial Consultant Assistant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - July 2015
Charles Schwab December 2012 - October 2014
The New Group Consulting February 2012 - August 2012
Diamond State Financial Group June 2010 - November 2011
Delaware State Chamber of Commerce January 2010 - March 2010
Bethany Beach Patrol May 2007 - September 2009
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Marketing
Salesianum School 2002 — 2006
HS Diploma, College Prep
Charles Schwab August 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company October 2014 - July 2015
Charles Schwab December 2012 - October 2014
The New Group Consulting February 2012 - August 2012
Diamond State Financial Group June 2010 - November 2011
Delaware State Chamber of Commerce January 2010 - March 2010
Bethany Beach Patrol May 2007 - September 2009
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Marketing
Salesianum School 2002 — 2006
HS Diploma, College Prep
Wendy Chipps Vogel's Charles Schwab Experience 2003 - 2005
Job Sr. Director, Head of Consumer Marketing and Strategy at Aetna
Industry Marketing and Advertising
Experience
Aetna 2011 - Present
Independent Consulting 2009 - 2011
Visa Inc. 2006 - 2009
Wells Fargo Bank 2005 - 2006
Charles Schwab 2003 - 2005
Franklin Templeton 2001 - 2002
Aetna 2000 - 2001
CIGNA 1998 - 2000
Skills
Strategy, Product Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing, Market Research, Management, Strategic Planning, Analytics, Leadership, Segmentation, Project Management, Lead Generation, Brand Management, Social Media Marketing, B2B Marketing, Multi-channel Marketing, Email Marketing, Start-ups, Strategic Communications, Financial Services, Internal Communications, Corporate Communications, B2B, Customer Insight, Product Development, Consumer Marketing, Online Marketing, Marketing Management, Digital Marketing, Health Care Marketing, Team Management, Marketing Research, Marketing Messaging, Corporate Positioning, Media Planning, Marketing Analytics, Marketing Segmentation, Financial Services..., Communications Strategy, Marketing..., Brand Development, Mobile Marketing, B2C marketing, Consumer Experience, Healthcare Reform (HCR), Healthcare Exchanges..., ACOs, Public Speaking
Education
University of Connecticut
BA, Communications
Aetna 2011 - Present
Independent Consulting 2009 - 2011
Visa Inc. 2006 - 2009
Wells Fargo Bank 2005 - 2006
Charles Schwab 2003 - 2005
Franklin Templeton 2001 - 2002
Aetna 2000 - 2001
CIGNA 1998 - 2000
Skills
Strategy, Product Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing, Market Research, Management, Strategic Planning, Analytics, Leadership, Segmentation, Project Management, Lead Generation, Brand Management, Social Media Marketing, B2B Marketing, Multi-channel Marketing, Email Marketing, Start-ups, Strategic Communications, Financial Services, Internal Communications, Corporate Communications, B2B, Customer Insight, Product Development, Consumer Marketing, Online Marketing, Marketing Management, Digital Marketing, Health Care Marketing, Team Management, Marketing Research, Marketing Messaging, Corporate Positioning, Media Planning, Marketing Analytics, Marketing Segmentation, Financial Services..., Communications Strategy, Marketing..., Brand Development, Mobile Marketing, B2C marketing, Consumer Experience, Healthcare Reform (HCR), Healthcare Exchanges..., ACOs, Public Speaking
Education
University of Connecticut
BA, Communications
Julie Hoelsken's Charles Schwab Experience May 2015 - Present
Job Talent Advisor, Talent Acquisition at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
IHS November 2014 - April 2015
Health Language, Inc. May 2009 - April 2014
TheTriZetto Group January 2008 - May 2009
Health Language, Inc. September 2007 - December 2007
The Trizetto Group June 2007 - September 2007
CONNECT: The Knowledge Network November 2000 - June 2007
TriQSi August 2000 - October 2000
Initial Technical Staffing July 1999 - June 2000
Skills
Internet Recruiting, Leadership, Training, Performance Management, Technical Recruiting, Recruiting, Employee Relations, Interviews, Consulting, Human Resources, Deferred Compensation, Temporary Placement, Management, Process Improvement, Personnel Management, Onboarding, Data Warehousing, Healthcare Information..., Product Management, Program Management, Payroll, SDLC, Databases, Applicant Tracking..., Software Implementation, Requirements Analysis, Team Management, Executive Search, Vendor Management, Information Technology, Project Management, Business Analysis, Software Documentation, Software Development, Screening, Financial Analysis, Benefits Administration, Benefits Negotiation, SaaS, Project Planning, Change Management, Quality Assurance, Professional Services, Technical Writing, Hiring, Business Intelligence, Sourcing, System Administration, Screening Resumes, Contract Recruitment
Education
University of Colorado Denver
BS, Information Systems
Regis Learning Solutions 2010 — 2010
PHR Certification
Charles Schwab May 2015 - Present
IHS November 2014 - April 2015
Health Language, Inc. May 2009 - April 2014
TheTriZetto Group January 2008 - May 2009
Health Language, Inc. September 2007 - December 2007
The Trizetto Group June 2007 - September 2007
CONNECT: The Knowledge Network November 2000 - June 2007
TriQSi August 2000 - October 2000
Initial Technical Staffing July 1999 - June 2000
Skills
Internet Recruiting, Leadership, Training, Performance Management, Technical Recruiting, Recruiting, Employee Relations, Interviews, Consulting, Human Resources, Deferred Compensation, Temporary Placement, Management, Process Improvement, Personnel Management, Onboarding, Data Warehousing, Healthcare Information..., Product Management, Program Management, Payroll, SDLC, Databases, Applicant Tracking..., Software Implementation, Requirements Analysis, Team Management, Executive Search, Vendor Management, Information Technology, Project Management, Business Analysis, Software Documentation, Software Development, Screening, Financial Analysis, Benefits Administration, Benefits Negotiation, SaaS, Project Planning, Change Management, Quality Assurance, Professional Services, Technical Writing, Hiring, Business Intelligence, Sourcing, System Administration, Screening Resumes, Contract Recruitment
Education
University of Colorado Denver
BS, Information Systems
Regis Learning Solutions 2010 — 2010
PHR Certification
Hansneet Randhawa's Charles Schwab Experience 2010 - 2014
Job Sr Business Planning & Strategy Manager
Industry Computer Software
Experience
Hewlett-Packard Cloud 2014 - Present
Charles Schwab 2010 - 2014
Applied Materials 2008 - 2010
JPMorgan Chase 2006 - 2008
JPMorgan Chase 2005 - 2006
WSFS Bank January 2003 - December 2004
Skills
Excel, Macro, VBA, Valuation, SAS, SQL, SQL*Plus, PowerPoint, Essbase, SAP, Oracle Reports, Hyperion, Business Objects, Business Analysis, Financial Analysis, Strategic Planning, Business Strategy, Credit Risk, Credit Analysis, Banking, Credit Cards, Data Analysis, Financial Reporting, Forecasting, Microsoft Office, Product Development, Bloomberg Terminal, Thomson One, Risk Management, Teamwork, Analysis, Strategy, Microsoft Excel, Financial Modeling, Finance, Strategic Financial..., Vendor Management, Management, Financial Risk, Hyperion Enterprise, Financial Planning
Education
University of Delaware 2002 — 2004
MBA
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Hewlett-Packard Cloud 2014 - Present
Charles Schwab 2010 - 2014
Applied Materials 2008 - 2010
JPMorgan Chase 2006 - 2008
JPMorgan Chase 2005 - 2006
WSFS Bank January 2003 - December 2004
Skills
Excel, Macro, VBA, Valuation, SAS, SQL, SQL*Plus, PowerPoint, Essbase, SAP, Oracle Reports, Hyperion, Business Objects, Business Analysis, Financial Analysis, Strategic Planning, Business Strategy, Credit Risk, Credit Analysis, Banking, Credit Cards, Data Analysis, Financial Reporting, Forecasting, Microsoft Office, Product Development, Bloomberg Terminal, Thomson One, Risk Management, Teamwork, Analysis, Strategy, Microsoft Excel, Financial Modeling, Finance, Strategic Financial..., Vendor Management, Management, Financial Risk, Hyperion Enterprise, Financial Planning
Education
University of Delaware 2002 — 2004
MBA
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Oleg Simanovsky's Charles Schwab Experience December 1989 - June 1992
Job Branch Office Examiner
Industry Investment Management
Experience
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
Christopher Skiles's Charles Schwab Experience June 1995 - Present
Job Managing Director Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab June 1995 - Present
Skills
Series 7, Investment Advisory, Mutual Funds, Securities, Equities, Options, Trading, Risk Management, Financial Markets, Financial Advisory
Education
University of Colorado at Denver
Master of Business Administration (MBA)
University of San Diego
Bachelor of Business Administration (B.B.A.)
Charles Schwab June 1995 - Present
Skills
Series 7, Investment Advisory, Mutual Funds, Securities, Equities, Options, Trading, Risk Management, Financial Markets, Financial Advisory
Education
University of Colorado at Denver
Master of Business Administration (MBA)
University of San Diego
Bachelor of Business Administration (B.B.A.)
Cassandra Croom, PHR's Charles Schwab Experience April 1999 - May 2001
Job Project Consultant at IBM Smarter Workforce
Industry Information Technology and Services
Experience
IBM August 2015 - Present
ARCADIS May 2014 - July 2015
First Data September 2007 - May 2014
First Data Corporation October 2006 - August 2007
First Data Corporation February 2004 - October 2006
First Data Corporation July 2001 - January 2004
Charles Schwab April 1999 - May 2001
Skills
HRIS, Project Management, Training, Leadership, Business Process, Vendor Management, Process Improvement, Management, Integration, PeopleSoft, Requirements Analysis, Human Resources, Business Analysis, Recruiting, Change Management, Kenexa 2x BrassRing..., Applicant Tracking..., Cross-functional Team..., Organizational..., Strategy, Project Planning, Access, Onboarding, Talent Acquisition, Team Leadership, Coaching, Product Management, Multi-System...
Education
University of Colorado Denver 1996 — 2001
BA, Theatre
Lutheran High School
IBM August 2015 - Present
ARCADIS May 2014 - July 2015
First Data September 2007 - May 2014
First Data Corporation October 2006 - August 2007
First Data Corporation February 2004 - October 2006
First Data Corporation July 2001 - January 2004
Charles Schwab April 1999 - May 2001
Skills
HRIS, Project Management, Training, Leadership, Business Process, Vendor Management, Process Improvement, Management, Integration, PeopleSoft, Requirements Analysis, Human Resources, Business Analysis, Recruiting, Change Management, Kenexa 2x BrassRing..., Applicant Tracking..., Cross-functional Team..., Organizational..., Strategy, Project Planning, Access, Onboarding, Talent Acquisition, Team Leadership, Coaching, Product Management, Multi-System...
Education
University of Colorado Denver 1996 — 2001
BA, Theatre
Lutheran High School
David J. Kelley, CFP's Charles Schwab Experience 1999 - Present
Job V.P. Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab 1999 - Present
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Charles Schwab 1999 - Present
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Ralph Manna, AIF®'s Charles Schwab Experience April 2000 - December 2002
Job Operations Manager, Roof Advisory Group, Inc.
Industry Financial Services
Experience
Roof Advisory Group, Inc June 2006 - Present
The Financial Consulate January 2003 - January 2006
Charles Schwab April 2000 - December 2002
Skills
Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Investment Strategies, Trading, IT for Small Business, 401k, Financial Analysis, Mutual Funds, Securities, Bonds, Investment Advisory, Investments, Asset Management, Equities
Education
University of Connecticut 1995 — 1999
BS, Information Systems
central dauphin east high school 1992 — 1995
Roof Advisory Group, Inc June 2006 - Present
The Financial Consulate January 2003 - January 2006
Charles Schwab April 2000 - December 2002
Skills
Asset Allocation, Investment Management, Portfolio Management, Wealth Management, Investment Strategies, Trading, IT for Small Business, 401k, Financial Analysis, Mutual Funds, Securities, Bonds, Investment Advisory, Investments, Asset Management, Equities
Education
University of Connecticut 1995 — 1999
BS, Information Systems
central dauphin east high school 1992 — 1995
Shane Wolff's Charles Schwab Experience June 2011 - Present
Job Senior Manager, Data Analytics at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Western Union April 2007 - June 2011
Citigroup - CitiCards 1999 - 2006
Merrill Lynch September 1997 - May 1999
Skills
Analytics, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Business Analysis, Financial Services, Financial Risk, Analysis, Portfolio Management, Credit Risk, Banking, Business Process..., Credit Cards, Corporate Finance, Strategic Financial..., Relationship Management, SAS, SQL, Credit
Education
University of Colorado Denver 1996 — 1997
Master of Science in Finance
Charles Schwab June 2011 - Present
Western Union April 2007 - June 2011
Citigroup - CitiCards 1999 - 2006
Merrill Lynch September 1997 - May 1999
Skills
Analytics, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Business Analysis, Financial Services, Financial Risk, Analysis, Portfolio Management, Credit Risk, Banking, Business Process..., Credit Cards, Corporate Finance, Strategic Financial..., Relationship Management, SAS, SQL, Credit
Education
University of Colorado Denver 1996 — 1997
Master of Science in Finance
Hailu Asmare, CSM, Senior Software Developer's Charles Schwab Experience February 2011 - Present
Job Contractor at Travelport
Industry Financial Services
Experience
Travelport February 2014 - Present
Charles Schwab February 2011 - Present
Broadridge April 2009 - December 2011
Transmontaigne March 2008 - April 2009
TransMontaigne April 2007 - April 2008
Sunrise Medical 2001 - 2007
Skills
IBM iSeries, SQL, ERP, DB2, Business Analysis, Process Improvement, SDLC, Databases, Requirements Analysis, Certified Scrum Master..., Agile Leadership, Certiffied Scrum Master
Education
University of Colorado Denver 1997 — 2000
MSIS, Information System
University of Colorado Denver 1997 — 2000
MBA, Finance
Travelport February 2014 - Present
Charles Schwab February 2011 - Present
Broadridge April 2009 - December 2011
Transmontaigne March 2008 - April 2009
TransMontaigne April 2007 - April 2008
Sunrise Medical 2001 - 2007
Skills
IBM iSeries, SQL, ERP, DB2, Business Analysis, Process Improvement, SDLC, Databases, Requirements Analysis, Certified Scrum Master..., Agile Leadership, Certiffied Scrum Master
Education
University of Colorado Denver 1997 — 2000
MSIS, Information System
University of Colorado Denver 1997 — 2000
MBA, Finance
Cliff Bainter's Charles Schwab Experience June 2011 - Present
Job Technical Director Information Systems Architect at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Raytheon May 2007 - June 2011
Standard & Poors 2000 - 2005
Skills
SQL, Scrum, Software Project..., XML, Oracle, Microsoft SQL Server, Business Analysis, Unix Shell Scripting, Java, IT Strategy, Linux, Java Enterprise Edition, Architecture, Vendor Management, Oracle 11g, C/C++ STL, .NET, C#, PL/SQL, REST, Databases, UML, Solution Architecture, Struts, Testing, Data Warehousing, Spring, Software Design, Software Engineering, Test Automation, Design Patterns, Integration
Education
University of Colorado Denver 2006 — 2010
MS, Applied Mathematics
University of Colorado Denver
BS, Applied Mathematics
Charles Schwab June 2011 - Present
Raytheon May 2007 - June 2011
Standard & Poors 2000 - 2005
Skills
SQL, Scrum, Software Project..., XML, Oracle, Microsoft SQL Server, Business Analysis, Unix Shell Scripting, Java, IT Strategy, Linux, Java Enterprise Edition, Architecture, Vendor Management, Oracle 11g, C/C++ STL, .NET, C#, PL/SQL, REST, Databases, UML, Solution Architecture, Struts, Testing, Data Warehousing, Spring, Software Design, Software Engineering, Test Automation, Design Patterns, Integration
Education
University of Colorado Denver 2006 — 2010
MS, Applied Mathematics
University of Colorado Denver
BS, Applied Mathematics
Jeff Papper's Charles Schwab Experience November 2012 - Present
Job Sr. Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab 2007 - November 2012
Merrill Lynch 1996 - 2007
Education
University of Colorado Denver 1994 — 1996
Business, Management And Marketing
Charles Schwab November 2012 - Present
Charles Schwab 2007 - November 2012
Merrill Lynch 1996 - 2007
Education
University of Colorado Denver 1994 — 1996
Business, Management And Marketing
Doug Coleman's Charles Schwab Experience January 2013 - Present
Job Managing Director Trading Technologies at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2013 - Present
Tishman Speyer July 2010 - January 2013
Cyberonics October 2005 - June 2010
Lifetime Television July 2004 - October 2005
Pfizer December 2003 - July 2004
Viacom July 1998 - December 2003
AIG February 1998 - July 1998
Soundelux 1997 - February 1998
Lockheed Martin 1995 - 1997
Skills
Business Intelligence, Business Analysis, Project Management, Strategic Planning, Vendor Management, IT Strategy, Cross-functional Team..., Budgets, Management, Product Management, Business Strategy, SDLC, Healthcare, Financial Analysis, Integration, Process Improvement, Software Development
Education
The University of Connecticut 2000 — 2002
MBA, Corporate Finance
University of Florida 1990 — 1995
BS, Mechanical Engineering
Charles Schwab January 2013 - Present
Tishman Speyer July 2010 - January 2013
Cyberonics October 2005 - June 2010
Lifetime Television July 2004 - October 2005
Pfizer December 2003 - July 2004
Viacom July 1998 - December 2003
AIG February 1998 - July 1998
Soundelux 1997 - February 1998
Lockheed Martin 1995 - 1997
Skills
Business Intelligence, Business Analysis, Project Management, Strategic Planning, Vendor Management, IT Strategy, Cross-functional Team..., Budgets, Management, Product Management, Business Strategy, SDLC, Healthcare, Financial Analysis, Integration, Process Improvement, Software Development
Education
The University of Connecticut 2000 — 2002
MBA, Corporate Finance
University of Florida 1990 — 1995
BS, Mechanical Engineering
Michelle Gibley's Charles Schwab Experience March 2012 - Present
Job Director of International Research at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2012 - Present
Charles Schwab November 2008 - March 2012
Community School for the Gifted January 2007 - November 2008
Cordillera Asset Management March 1999 - December 2006
Crestone Capital Management March 1998 - March 1999
Entermedia Growth Partners February 1997 - March 1998
Mercer Investment Consulting June 1993 - February 1997
Standard & Poor's Compustat Services October 1989 - May 1993
Skills
Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, International, Research, Strategy, Finance, Investment Management, Securities, Economics, Asset Allocation
Education
University of Colorado Denver 1985 — 1989
Bachelors of Science, Business degree, Major in Finance
University of Colorado Denver 1985 — 1989
Bachelor's of Science, Finance, Finance, General
Charles Schwab March 2012 - Present
Charles Schwab November 2008 - March 2012
Community School for the Gifted January 2007 - November 2008
Cordillera Asset Management March 1999 - December 2006
Crestone Capital Management March 1998 - March 1999
Entermedia Growth Partners February 1997 - March 1998
Mercer Investment Consulting June 1993 - February 1997
Standard & Poor's Compustat Services October 1989 - May 1993
Skills
Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg, International, Research, Strategy, Finance, Investment Management, Securities, Economics, Asset Allocation
Education
University of Colorado Denver 1985 — 1989
Bachelors of Science, Business degree, Major in Finance
University of Colorado Denver 1985 — 1989
Bachelor's of Science, Finance, Finance, General
Robert Starnes MBA's Charles Schwab Experience March 1997 - January 2002
Job Director of Field Supervision Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors January 2005 - Present
Vail Resorts November 2012 - April 2013
Charles Schwab March 1997 - January 2002
United States Air Force 1987 - 1991
Skills
Series 7, Retirement Planning, Series 63, FINRA, Mutual Funds, Investments, Investment Advisory, Retirement, Financial Services, Wealth Management, Series 24, Strategic Financial..., Asset Allocation, Securities, MBA
Education
University of Colorado Denver 2008 — 2010
MBA, Business Strategy
University of Colorado Denver 1992 — 1994
BA, Economics
Transamerica Financial Advisors January 2005 - Present
Vail Resorts November 2012 - April 2013
Charles Schwab March 1997 - January 2002
United States Air Force 1987 - 1991
Skills
Series 7, Retirement Planning, Series 63, FINRA, Mutual Funds, Investments, Investment Advisory, Retirement, Financial Services, Wealth Management, Series 24, Strategic Financial..., Asset Allocation, Securities, MBA
Education
University of Colorado Denver 2008 — 2010
MBA, Business Strategy
University of Colorado Denver 1992 — 1994
BA, Economics
David Overholser's Charles Schwab Experience April 2002 - Present
Job Vice President, Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2002 - Present
Morgan Stanley 1999 - 2002
SunTrust Bank 1997 - 1999
University of Dayton 1995 - 1997
Education
University of Dayton 1991 — 1995
Secondary Education, English, Journalism, Speech and Drama
Charles Schwab April 2002 - Present
Morgan Stanley 1999 - 2002
SunTrust Bank 1997 - 1999
University of Dayton 1995 - 1997
Education
University of Dayton 1991 — 1995
Secondary Education, English, Journalism, Speech and Drama
James Baird's Charles Schwab Experience August 1998 - December 1999
Job Network Engineer at Presidio
Industry Information Technology and Services
Experience
Presidio July 2013 - Present
Greenpages-Logicsone March 2011 - March 2013
Mirror Image Internet September 2010 - April 2011
Progress Software April 2008 - September 2010
Charles Schwab August 1998 - December 1999
Bank of America February 1998 - July 1998
Cabletron Systems, Inc. 1996 - 1997
Cabletron Systems, Inc. 1996 - 1997
Skills
Cisco Technologies, Security, VMware, Data Center, Virtualization, Integration, Vendor Management, Cloud Computing, VPN, Disaster Recovery, Cisco Nexus, Networking, Network Security, IPSec
Education
The University of Connecticut 1988 — 1993
Bachelor's degree, History
Presidio July 2013 - Present
Greenpages-Logicsone March 2011 - March 2013
Mirror Image Internet September 2010 - April 2011
Progress Software April 2008 - September 2010
Charles Schwab August 1998 - December 1999
Bank of America February 1998 - July 1998
Cabletron Systems, Inc. 1996 - 1997
Cabletron Systems, Inc. 1996 - 1997
Skills
Cisco Technologies, Security, VMware, Data Center, Virtualization, Integration, Vendor Management, Cloud Computing, VPN, Disaster Recovery, Cisco Nexus, Networking, Network Security, IPSec
Education
The University of Connecticut 1988 — 1993
Bachelor's degree, History
Ben Remer's Charles Schwab Experience April 2008 - Present
Job Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2008 - Present
Skills
Writing, Customer Relations, Customer Service, Strategic Planning, Analysis, Negotiation, Leadership, Advertising, Marketing, Investments, Team Building, Entrepreneurship, Market Research, Management, Public Speaking, Budgets, Project Management
Education
University of Colorado at Denver 2009 — 2012
Masters, MBA
Yeshiva University 2001 — 2006
BA, History
Charles Schwab April 2008 - Present
Skills
Writing, Customer Relations, Customer Service, Strategic Planning, Analysis, Negotiation, Leadership, Advertising, Marketing, Investments, Team Building, Entrepreneurship, Market Research, Management, Public Speaking, Budgets, Project Management
Education
University of Colorado at Denver 2009 — 2012
Masters, MBA
Yeshiva University 2001 — 2006
BA, History
Bill McCurdy's Charles Schwab Experience July 2011 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2011 - Present
LSG Financial January 2006 - July 2011
Skills
Financial Analysis, Insurance, Portfolio Management, Series 63, Strategic Planning, 401k, Asset Management, Asset Allocation, Employee Benefits, IRAs
Education
University of Dayton 1997 — 1999
Bachelor of Science in Business Administration, Economics
Charles Schwab July 2011 - Present
LSG Financial January 2006 - July 2011
Skills
Financial Analysis, Insurance, Portfolio Management, Series 63, Strategic Planning, 401k, Asset Management, Asset Allocation, Employee Benefits, IRAs
Education
University of Dayton 1997 — 1999
Bachelor of Science in Business Administration, Economics
Cole Stengel's Charles Schwab Experience February 2000 - March 2004
Job Sr Director of Finance & Treasury at Einstein Noah Restaurant Group
Industry Restaurants
Experience
Einstein Noah Restaurant Group November 2013 - Present
Einstein Noah Restaurant Group, Inc. November 2011 - November 2013
Einstein Noah Restaurant Group, Inc. April 2009 - November 2011
Einstein Noah Restaurant Group, Inc. December 2006 - April 2009
Einstein Noah Restaurant Group, Inc. November 2004 - December 2006
Einstein Noah Restaurant Group, Inc. March 2004 - November 2004
Charles Schwab February 2000 - March 2004
Skills
Budgets, Finance, Management, Leadership, Customer Service, P&L, Forecasting, Team Building, Inventory Management, P&L Management, Strategic Planning, Restaurants, Financial Analysis, Sales, Food, Franchising
Education
University of Colorado Denver 2014 — 2016
Masters in Finance and Risk Management, Finance, TBD
University of Phoenix 2001 — 2003
Bachelors of Science in Business Management, Business
University of Colorado Boulder 1992 — 1997
Bachelor of Arts in Music, Vocal Performance
Einstein Noah Restaurant Group November 2013 - Present
Einstein Noah Restaurant Group, Inc. November 2011 - November 2013
Einstein Noah Restaurant Group, Inc. April 2009 - November 2011
Einstein Noah Restaurant Group, Inc. December 2006 - April 2009
Einstein Noah Restaurant Group, Inc. November 2004 - December 2006
Einstein Noah Restaurant Group, Inc. March 2004 - November 2004
Charles Schwab February 2000 - March 2004
Skills
Budgets, Finance, Management, Leadership, Customer Service, P&L, Forecasting, Team Building, Inventory Management, P&L Management, Strategic Planning, Restaurants, Financial Analysis, Sales, Food, Franchising
Education
University of Colorado Denver 2014 — 2016
Masters in Finance and Risk Management, Finance, TBD
University of Phoenix 2001 — 2003
Bachelors of Science in Business Management, Business
University of Colorado Boulder 1992 — 1997
Bachelor of Arts in Music, Vocal Performance
Bill Beattie, CFP®'s Charles Schwab Experience 2005 - 2011
Job Regional Sales Executive at Schwab Institutional
Industry Financial Services
Experience
Schwab Institutional July 2014 - Present
Schwab Institutional 2011 - Present
Charles Schwab 2005 - 2011
AG Edwards & Sons 2002 - 2005
Herzog, Heine & Geduld 1998 - 2001
Skills
Finance, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Investments, Retirement Planning, Alternative Investments, FINRA, Asset Management, Equities
Education
University of Delaware 1992 — 1996
BS, Business Management
Schwab Institutional July 2014 - Present
Schwab Institutional 2011 - Present
Charles Schwab 2005 - 2011
AG Edwards & Sons 2002 - 2005
Herzog, Heine & Geduld 1998 - 2001
Skills
Finance, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Investments, Retirement Planning, Alternative Investments, FINRA, Asset Management, Equities
Education
University of Delaware 1992 — 1996
BS, Business Management
Eric Detling's Charles Schwab Experience August 2009 - Present
Job Senior Operations Control Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2009 - Present
Janus Capital Group November 2007 - July 2009
Skills
Securities, Mutual Funds, Investments, Fixed Income, Equities, Finance, Bloomberg
Education
University of Colorado Denver 2005 — 2007
Charles Schwab August 2009 - Present
Janus Capital Group November 2007 - July 2009
Skills
Securities, Mutual Funds, Investments, Fixed Income, Equities, Finance, Bloomberg
Education
University of Colorado Denver 2005 — 2007
Cory Muench's Charles Schwab Experience 1995 - 2001
Job Mutual Fund Reconciliation
Industry Financial Services
Experience
The Company 2008 - Present
The Company 2004 - 2008
Self Employed 2001 - 2004
Charles Schwab 1995 - 2001
OppenheimerFunds 1994 - 1995
MidAmerica Savings Bank 1992 - 1994
University of Iowa 1991 - 1993
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Financial Planning, Mutual Funds, Series 7, Trading, Asset Management, Portfolio Management, Business Analysis, Risk Management
Education
University of Colorado Denver 1997 — 1999
MS, Finance
University of Iowa 1990 — 1993
BBA, Finance
The Company 2008 - Present
The Company 2004 - 2008
Self Employed 2001 - 2004
Charles Schwab 1995 - 2001
OppenheimerFunds 1994 - 1995
MidAmerica Savings Bank 1992 - 1994
University of Iowa 1991 - 1993
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Financial Planning, Mutual Funds, Series 7, Trading, Asset Management, Portfolio Management, Business Analysis, Risk Management
Education
University of Colorado Denver 1997 — 1999
MS, Finance
University of Iowa 1990 — 1993
BBA, Finance
Holly Morgan's Charles Schwab Experience August 2015 - Present
Job Sr Manager Benefits at Charles Schwab
Industry Human Resources
Experience
Charles Schwab August 2015 - Present
DaVita December 2012 - July 2015
ProBuild Holdings June 2011 - December 2012
Qwest Communications July 2003 - May 2011
Fiserv/First Trust Corporation September 1998 - January 2003
MetLife 1995 - 1998
Lincoln Trust Company March 1993 - June 1995
Skills
Deferred Compensation, Employee Benefits, Auditing, Finance, Benefits Administration, HRIS, Mergers, Performance Management, Vendor Management, Payroll, Human Resources, Temporary Placement, Job Evaluation, Job Analysis, Salary, Incentive Programs, Management, PeopleSoft, Employee Relations, Mergers & Acquisitions, Compensation & Benefit
Education
University of Colorado Denver 2003 — 2005
MA, Economics
University of Colorado Denver 2003 — 2005
Master of Arts (M.A.) E, Economics
Charles Schwab August 2015 - Present
DaVita December 2012 - July 2015
ProBuild Holdings June 2011 - December 2012
Qwest Communications July 2003 - May 2011
Fiserv/First Trust Corporation September 1998 - January 2003
MetLife 1995 - 1998
Lincoln Trust Company March 1993 - June 1995
Skills
Deferred Compensation, Employee Benefits, Auditing, Finance, Benefits Administration, HRIS, Mergers, Performance Management, Vendor Management, Payroll, Human Resources, Temporary Placement, Job Evaluation, Job Analysis, Salary, Incentive Programs, Management, PeopleSoft, Employee Relations, Mergers & Acquisitions, Compensation & Benefit
Education
University of Colorado Denver 2003 — 2005
MA, Economics
University of Colorado Denver 2003 — 2005
Master of Arts (M.A.) E, Economics
Angel (Scarletti) Reeves's Charles Schwab Experience March 2013 - Present
Job Advisor Services Margins Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
Charles Schwab June 2008 - September 2011
Skills
Series 7, Series 63, Series 9/10, Equities, Options, Mutual Funds, Investment Advisory, Securities, Investments, Data Analysis, Microsoft Excel, Project Management, Microsoft Office, Public Speaking, Training, Customer Service, Team Leadership, PowerPoint, Marketing, Microsoft Word, Research, Troubleshooting, Fundraising, Social Media Marketing, Technical Writing, Advertising
Education
University of Denver 2004 — 2008
Bachelor of Science in Business Administration, International Business
L'Institut Americaine Universite 2006 — 2006
Study Abroad
Charles Schwab March 2013 - Present
Charles Schwab September 2011 - March 2013
Charles Schwab June 2008 - September 2011
Skills
Series 7, Series 63, Series 9/10, Equities, Options, Mutual Funds, Investment Advisory, Securities, Investments, Data Analysis, Microsoft Excel, Project Management, Microsoft Office, Public Speaking, Training, Customer Service, Team Leadership, PowerPoint, Marketing, Microsoft Word, Research, Troubleshooting, Fundraising, Social Media Marketing, Technical Writing, Advertising
Education
University of Denver 2004 — 2008
Bachelor of Science in Business Administration, International Business
L'Institut Americaine Universite 2006 — 2006
Study Abroad
Jon Pagnozzi, MBA's Charles Schwab Experience 1999 - 2006
Job Sales Director
Industry Investment Management
Experience
CollegeInvest May 2013 - Present
PeopleFüd 2008 - April 2013
OppenheimerFunds July 2006 - May 2010
Charles Schwab 1999 - 2006
Neighborhood Properties 1994 - 2005
Prudential Securities 1997 - 1999
Skills
Business Strategy, Operations Management, Strategic Planning, Direct Sales, Public Speaking, Marketing Strategy, Problem Solving, Strategy Development, Strategy, Customer Service, Program Management, Investments, Training, Sales, CRM, Management, Leadership, Financial Services, Mutual Funds, Retirement Planning
Education
University of Colorado Denver 2001 — 2004
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1992
BA, Business Administration
CollegeInvest May 2013 - Present
PeopleFüd 2008 - April 2013
OppenheimerFunds July 2006 - May 2010
Charles Schwab 1999 - 2006
Neighborhood Properties 1994 - 2005
Prudential Securities 1997 - 1999
Skills
Business Strategy, Operations Management, Strategic Planning, Direct Sales, Public Speaking, Marketing Strategy, Problem Solving, Strategy Development, Strategy, Customer Service, Program Management, Investments, Training, Sales, CRM, Management, Leadership, Financial Services, Mutual Funds, Retirement Planning
Education
University of Colorado Denver 2001 — 2004
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1990 — 1992
BA, Business Administration
Dawn Stoffel's Charles Schwab Experience April 2015 - Present
Job Vice President/ Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
TIAA-CREF September 2007 - April 2015
Thrivent Financial for Lutherans September 2005 - September 2007
Skills
Retirement, Finance, Series 7, Employee Benefits, Insurance, Retirement Planning, Financial Advisory, Insurance Planning, Annuity, Series 66, Series 24, Fixed Annuities, Financial Planners, Uniform Combined State..., IRAs, Mutual Funds, Series 63, 401k, Strategic Financial..., Investments, Life Insurance, Long-term Care, Personal Financial..., Personal Finance
Education
University of Texas Continuing Education - CFP coursework 2006 — 2009
Financial Planning and Services
University of Denver 1991 — 1995
BA, Communications and Public Affairs
Bachelors
Bachelors, Public Affairs and Mass Communications
HIGH SCHOOL
Charles Schwab April 2015 - Present
TIAA-CREF September 2007 - April 2015
Thrivent Financial for Lutherans September 2005 - September 2007
Skills
Retirement, Finance, Series 7, Employee Benefits, Insurance, Retirement Planning, Financial Advisory, Insurance Planning, Annuity, Series 66, Series 24, Fixed Annuities, Financial Planners, Uniform Combined State..., IRAs, Mutual Funds, Series 63, 401k, Strategic Financial..., Investments, Life Insurance, Long-term Care, Personal Financial..., Personal Finance
Education
University of Texas Continuing Education - CFP coursework 2006 — 2009
Financial Planning and Services
University of Denver 1991 — 1995
BA, Communications and Public Affairs
Bachelors
Bachelors, Public Affairs and Mass Communications
HIGH SCHOOL
David Rockwood's Charles Schwab Experience 1993 - 1996
Job Business Systems / Finance Professional
Industry Computer Software
Experience
CenturyLink 2011 - 2012
ISYS Technologies 2009 - 2010
Colorado Farm Bureau 2009 - 2009
Fidelity Information Services 2000 - 2008
Galileo International 1999 - 2000
Great-West Life 1997 - 1999
Charles Schwab 1993 - 1996
Education
University of Colorado Denver
MBA, Finance/Investment Management
CenturyLink 2011 - 2012
ISYS Technologies 2009 - 2010
Colorado Farm Bureau 2009 - 2009
Fidelity Information Services 2000 - 2008
Galileo International 1999 - 2000
Great-West Life 1997 - 1999
Charles Schwab 1993 - 1996
Education
University of Colorado Denver
MBA, Finance/Investment Management
Shirley Posada's Charles Schwab Experience March 1999 - November 2003
Job Wealth Mgmt Assoc Client Advisor,Northern Trust Wealth Management
Industry Financial Services
Experience
The Northern Trust Company November 2003 - Present
The Northern Trust Company January 2003 - Present
Charles Schwab March 1999 - November 2003
Charles Schwab January 1999 - January 2003
Skills
Asset Allocation, Investments, Relationship Management, Business Relationship..., Account Management, CRM, Customer Service
Education
Universidade Estadual de Goiás (UEG) 1987 — 1990
Bachelors Degree, Geography
Norwalk Community College
Associates Degree, General Studies
University of Connecticut
Bachelor's degree, General Studies
The Northern Trust Company November 2003 - Present
The Northern Trust Company January 2003 - Present
Charles Schwab March 1999 - November 2003
Charles Schwab January 1999 - January 2003
Skills
Asset Allocation, Investments, Relationship Management, Business Relationship..., Account Management, CRM, Customer Service
Education
Universidade Estadual de Goiás (UEG) 1987 — 1990
Bachelors Degree, Geography
Norwalk Community College
Associates Degree, General Studies
University of Connecticut
Bachelor's degree, General Studies
Chantelle Willets's Charles Schwab Experience December 1994 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1994 - Present
Skills
Leadership, Business Analysis, Coaching, Financial Services, Mutual Funds, Process Improvement, Program Management, Project Management, Risk Management, Series 63, Series 7, Vendor Management, Investments
Education
University of Connecticut 1986 — 1989
Bachelor of Science, Education, Family Studies
Charles Schwab December 1994 - Present
Skills
Leadership, Business Analysis, Coaching, Financial Services, Mutual Funds, Process Improvement, Program Management, Project Management, Risk Management, Series 63, Series 7, Vendor Management, Investments
Education
University of Connecticut 1986 — 1989
Bachelor of Science, Education, Family Studies
Jeff Papper's Charles Schwab Experience Client Service ManagerCharles Schwab2007 - Present
Job Sr. Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Client Service ManagerCharles Schwab2007 - Present
Merrill Lynch 1997 - 2007
Education
University of Colorado Denver 1991 — 1994
Business, Marketing and Management
Charles Schwab Client Service ManagerCharles Schwab2007 - Present
Merrill Lynch 1997 - 2007
Education
University of Colorado Denver 1991 — 1994
Business, Marketing and Management
David Lovering's Charles Schwab Experience 2010 - 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
NCS Pearson 2013 - 2013
Charles Schwab 2010 - 2011
Ericsson June 2008 - December 2008
IBM September 2004 - May 2008
National Institute of Standards and Technology December 1999 - March 2000
Education
University of Denver 1990 — 1992
Masters, Telecommunications
NCS Pearson 2013 - 2013
Charles Schwab 2010 - 2011
Ericsson June 2008 - December 2008
IBM September 2004 - May 2008
National Institute of Standards and Technology December 1999 - March 2000
Education
University of Denver 1990 — 1992
Masters, Telecommunications
Robert Luongo's Charles Schwab Experience November 1999 - Present
Job Stockbroker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1999 - Present
Skills
Series 7
Education
University of Colorado Denver 1992 — 1995
MBA, Finance
Charles Schwab November 1999 - Present
Skills
Series 7
Education
University of Colorado Denver 1992 — 1995
MBA, Finance
Tyler Leibman's Charles Schwab Experience March 2007 - Present
Job Senior Derivatives Specialist at Charles Schwab
Industry
Experience
Charles Schwab March 2007 - Present
TCF Bank January 2006 - March 2007
Education
University of Colorado Denver
Bachelor's degree, International Business/Trade/Commerce and Spanish language
Charles Schwab March 2007 - Present
TCF Bank January 2006 - March 2007
Education
University of Colorado Denver
Bachelor's degree, International Business/Trade/Commerce and Spanish language
Daniel Ferszt's Charles Schwab Experience February 2006 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Christina Neal's Charles Schwab Experience April 2013 - Present
Job Senior Manager Data Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Thomson Reuters August 2011 - April 2013
OppenheimerFunds June 2009 - August 2011
OppenheimerFunds March 2008 - September 2009
Skills
Fixed Income, Back Office, Portfolio Management, Trading, Data Analysis, Bloomberg, Financial Risk, Business Analysis, Equities, Derivatives, Asset Management, Relationship Management, Corporate Actions, Trading Systems, Mutual Funds, Securities
Education
University of Denver 2002 — 2006
BSBA, General Business and Minor in Economics
Charles Schwab April 2013 - Present
Thomson Reuters August 2011 - April 2013
OppenheimerFunds June 2009 - August 2011
OppenheimerFunds March 2008 - September 2009
Skills
Fixed Income, Back Office, Portfolio Management, Trading, Data Analysis, Bloomberg, Financial Risk, Business Analysis, Equities, Derivatives, Asset Management, Relationship Management, Corporate Actions, Trading Systems, Mutual Funds, Securities
Education
University of Denver 2002 — 2006
BSBA, General Business and Minor in Economics
Veronica Dennison's Charles Schwab Experience December 2012 - Present
Job Scrum Master/Scrum Coach at Charles Schwab
Industry Human Resources
Experience
Charles Schwab December 2012 - Present
Local Matters, Inc. July 2010 - December 2012
CERIDIANCentennial, CO July 2006 - June 2011
ING/SECURITY LIFE OF DENVER July 2000 - July 2006
SYSTEM INNOVATIONS October 1999 - July 2000
Skills
Agile Project Management, Business Analysis, Scrum, Change Management, Vendor Management, Agile Methodologies, Software Project..., Requirements Gathering, Quality Assurance, Microsoft SQL Server, User Stories, Software Documentation, Waterfall, Visio, Business Process, Testing, Project Management
Education
University of Colorado Denver 1989 — 1993
Bachelor of Science- Business Administration, Management, Finance and Accounting
Agile University 2009 — 2009
Certified Scrum Master
Charles Schwab December 2012 - Present
Local Matters, Inc. July 2010 - December 2012
CERIDIANCentennial, CO July 2006 - June 2011
ING/SECURITY LIFE OF DENVER July 2000 - July 2006
SYSTEM INNOVATIONS October 1999 - July 2000
Skills
Agile Project Management, Business Analysis, Scrum, Change Management, Vendor Management, Agile Methodologies, Software Project..., Requirements Gathering, Quality Assurance, Microsoft SQL Server, User Stories, Software Documentation, Waterfall, Visio, Business Process, Testing, Project Management
Education
University of Colorado Denver 1989 — 1993
Bachelor of Science- Business Administration, Management, Finance and Accounting
Agile University 2009 — 2009
Certified Scrum Master
Charlie Orn's Charles Schwab Experience August 2011 - Present
Job Active Trader Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
ALPS Fund Services, Inc. May 2008 - May 2011
W.R. Grace Shang Hai July 2007 - October 2007
Skills
Mutual Funds, Series 6, Series 63, Stock Trading, Series 7, Options, Investments, Portfolio Management, Financial Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Equities
Education
University of Denver 2002 — 2007
International Business, Chinese, Economics, Finance, Business Administration
Charles Schwab August 2011 - Present
ALPS Fund Services, Inc. May 2008 - May 2011
W.R. Grace Shang Hai July 2007 - October 2007
Skills
Mutual Funds, Series 6, Series 63, Stock Trading, Series 7, Options, Investments, Portfolio Management, Financial Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Equities
Education
University of Denver 2002 — 2007
International Business, Chinese, Economics, Finance, Business Administration
Joe Rhee's Charles Schwab Experience November 2014 - Present
Job Regional Annuity Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Dalal Ewing's Charles Schwab Experience July 2015 - Present
Job Corporate Vendor Management Senior Manager at Charles Schwab
Industry Health, Wellness and Fitness
Experience
Charles Schwab July 2015 - Present
Beachbody June 2009 - Present
Charles Schwab October 2014 - July 2015
Charles Schwab February 2014 - October 2014
Charles Schwab October 2008 - February 2014
Charles Schwab January 2007 - September 2008
Charles Schwab October 2000 - December 2006
Saint Joseph's Hospital May 1999 - October 2001
Holiday Inn September 1996 - May 1999
Skills
Series 7, Employee Benefits, Executive Management, Mutual Funds, Project Management, Insurance, Microsoft Office, Customer Service, Leadership, Public Speaking, Finance, Management, Financial Services, Financial Analysis, Business Analysis, Small Business, Health Insurance, Banking, Loans, Credit, SQL Navigator, System Administration, Risk Management, Incentives, Employee Wellness...
Education
University of Colorado Denver 1993 — 1998
Bachelor of Science (B.S.), Biology, General, Departmental Honors, Cum Laude
Charles Schwab July 2015 - Present
Beachbody June 2009 - Present
Charles Schwab October 2014 - July 2015
Charles Schwab February 2014 - October 2014
Charles Schwab October 2008 - February 2014
Charles Schwab January 2007 - September 2008
Charles Schwab October 2000 - December 2006
Saint Joseph's Hospital May 1999 - October 2001
Holiday Inn September 1996 - May 1999
Skills
Series 7, Employee Benefits, Executive Management, Mutual Funds, Project Management, Insurance, Microsoft Office, Customer Service, Leadership, Public Speaking, Finance, Management, Financial Services, Financial Analysis, Business Analysis, Small Business, Health Insurance, Banking, Loans, Credit, SQL Navigator, System Administration, Risk Management, Incentives, Employee Wellness...
Education
University of Colorado Denver 1993 — 1998
Bachelor of Science (B.S.), Biology, General, Departmental Honors, Cum Laude
Lindsay Lucero's Charles Schwab Experience August 2014 - Present
Job Specialized Investment Services Representative
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
CheriseElise Photography July 2013 - Present
Motivated Moms July 2010 - Present
USAA November 2013 - August 2014
The National Paralegal Network October 2010 - 2013
Skills
Notary Public, Legal Assistance, Customer Service, Wordperfect, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Office Management, Data Entry, Office Administration, Legal Documents, Document Review, Recruiting, Employee Relations, Adobe Acrobat, Bookkeeping, Employment Law, Marketing, Process Scheduler
Education
Kaplan 2014 — 2014
Series 63 License
Kaplan 2013 — 2013
Series 7 License
University of Colorado at Denver 2000 — 2007
BS, Business Management
Charles Schwab August 2014 - Present
CheriseElise Photography July 2013 - Present
Motivated Moms July 2010 - Present
USAA November 2013 - August 2014
The National Paralegal Network October 2010 - 2013
Skills
Notary Public, Legal Assistance, Customer Service, Wordperfect, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Administrative..., Office Management, Data Entry, Office Administration, Legal Documents, Document Review, Recruiting, Employee Relations, Adobe Acrobat, Bookkeeping, Employment Law, Marketing, Process Scheduler
Education
Kaplan 2014 — 2014
Series 63 License
Kaplan 2013 — 2013
Series 7 License
University of Colorado at Denver 2000 — 2007
BS, Business Management
Jeffrey Karcz M.Sc., RPL's Charles Schwab Experience October 2009 - September 2010
Job Petroleum Landman
Industry Oil & Energy
Experience
Access Resources December 2012 - Present
Three Forks Resources December 2013 - April 2014
Merit Energy March 2012 - December 2012
RD Marcham Energy January 2011 - March 2012
Charles Schwab October 2009 - September 2010
FirstBank January 2004 - December 2008
Skills
Business Development, Investments, Finance, Accounting, Negotiation, Corporate Finance, Portfolio Management, Energy, Leases, Due Diligence, Financial Analysis, Financial Modeling, Energy Industry, Natural Gas, Oil, Petroleum, Contract Negotiation, Gas, Upstream
Education
University of Colorado Denver 2012 — 2013
Master of Science (MS) Energy Management
University of Colorado Denver 2004 — 2007
Bachelor's Degree, Finance
Denver Technical College, a division of Devry University 2001 — 2002
Associate's Degree, Network Systems Administration
Access Resources December 2012 - Present
Three Forks Resources December 2013 - April 2014
Merit Energy March 2012 - December 2012
RD Marcham Energy January 2011 - March 2012
Charles Schwab October 2009 - September 2010
FirstBank January 2004 - December 2008
Skills
Business Development, Investments, Finance, Accounting, Negotiation, Corporate Finance, Portfolio Management, Energy, Leases, Due Diligence, Financial Analysis, Financial Modeling, Energy Industry, Natural Gas, Oil, Petroleum, Contract Negotiation, Gas, Upstream
Education
University of Colorado Denver 2012 — 2013
Master of Science (MS) Energy Management
University of Colorado Denver 2004 — 2007
Bachelor's Degree, Finance
Denver Technical College, a division of Devry University 2001 — 2002
Associate's Degree, Network Systems Administration
Scott Spain's Charles Schwab Experience May 2011 - June 2011
Job Seeking Employment
Industry Financial Services
Experience
Tower Hill Trading January 2014 - July 2015
University of Colorado at Colorado Springs February 2012 - December 2012
Charles Schwab May 2011 - June 2011
Summit Advisory Services, Inc. January 2011 - May 2011
Federal Seminars & ChFEBC Inc. May 2010 - May 2011
T. Rowe Price July 2007 - May 2009
Progressive Insurance August 2006 - June 2007
Skills
Investments, Mutual Funds, Insurance, Corporate Finance, Financial Services, Employee Benefits, Valuation, Retirement Planning, Tax, Customer Service, Relationship Management, CRM
Education
University of Colorado at Colorado Springs 2002 — 2013
Bachelors of Science, Finance
Tower Hill Trading January 2014 - July 2015
University of Colorado at Colorado Springs February 2012 - December 2012
Charles Schwab May 2011 - June 2011
Summit Advisory Services, Inc. January 2011 - May 2011
Federal Seminars & ChFEBC Inc. May 2010 - May 2011
T. Rowe Price July 2007 - May 2009
Progressive Insurance August 2006 - June 2007
Skills
Investments, Mutual Funds, Insurance, Corporate Finance, Financial Services, Employee Benefits, Valuation, Retirement Planning, Tax, Customer Service, Relationship Management, CRM
Education
University of Colorado at Colorado Springs 2002 — 2013
Bachelors of Science, Finance
Alexandra Ruff's Charles Schwab Experience March 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Education
University of Denver 2006 — 2010
Bachelor’s Degree, International Business, Management
Charles Schwab March 2015 - Present
Education
University of Denver 2006 — 2010
Bachelor’s Degree, International Business, Management
Matt Schick's Charles Schwab Experience October 2014 - Present
Job Client Service & Support
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
The Home Depot October 2013 - September 2014
The Home Depot October 2011 - October 2013
The Home Depot June 2008 - October 2010
Apex Park and Recreation District August 2005 - February 2008
Skills
Customer Service, Merchandising, Cashiering, Loss Prevention, Inventory Management, Retail, Retail Sales, Visual Merchandising, Outlook, Microsoft Word, Telephone Skills, Inventory Control, Planograms, Shrinkage, Sales, Employee Training, Store Management, Microsoft Excel, Store Operations, Associate Development, Marketing, Public Relations, Product Knowledge, Big Box, Cash Register, Driving Results, Time Management, Merchandise Planning, Inventory, PowerPoint
Education
University of Colorado Denver 2004 — 2010
Bachelor of Arts, Communications
Charles Schwab October 2014 - Present
The Home Depot October 2013 - September 2014
The Home Depot October 2011 - October 2013
The Home Depot June 2008 - October 2010
Apex Park and Recreation District August 2005 - February 2008
Skills
Customer Service, Merchandising, Cashiering, Loss Prevention, Inventory Management, Retail, Retail Sales, Visual Merchandising, Outlook, Microsoft Word, Telephone Skills, Inventory Control, Planograms, Shrinkage, Sales, Employee Training, Store Management, Microsoft Excel, Store Operations, Associate Development, Marketing, Public Relations, Product Knowledge, Big Box, Cash Register, Driving Results, Time Management, Merchandise Planning, Inventory, PowerPoint
Education
University of Colorado Denver 2004 — 2010
Bachelor of Arts, Communications
Alex Cuellar's Charles Schwab Experience August 2015 - Present
Job Senior Solutions Architect at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2015 - Present
US Army 1992 - Present
Skills
Oracle Discoverer, Oracle SQL, MySQL, Data Warehousing, SDLC, Rapid Prototyping, ITIL, Project Planning, Project Management, Oracle R12 Financials, Agile Project Management, Agile Modeling, Oracle CRM, Oracle HR, Oracle Project..., EDI, Credit Card Transaction..., Oracle Contracts, Crystal Reports, Cognos, OBIEE, Pentaho, Change Management, Agile, Agile Methodologies, Scrum, Oracle Reports, Oracle, Sales Incentive..., Oracle Application..., ETL Tools, Oracle Applications, SharePoint, Tableau, Training, ERP, Business Intelligence, Business Analysis, Integration, Requirements Analysis, Leadership, Visio, Analysis
Education
University of Colorado at Denver 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
US Army Ranger School 2010 — 2010
Military and Strategic Leadership
Charles Schwab August 2015 - Present
US Army 1992 - Present
Skills
Oracle Discoverer, Oracle SQL, MySQL, Data Warehousing, SDLC, Rapid Prototyping, ITIL, Project Planning, Project Management, Oracle R12 Financials, Agile Project Management, Agile Modeling, Oracle CRM, Oracle HR, Oracle Project..., EDI, Credit Card Transaction..., Oracle Contracts, Crystal Reports, Cognos, OBIEE, Pentaho, Change Management, Agile, Agile Methodologies, Scrum, Oracle Reports, Oracle, Sales Incentive..., Oracle Application..., ETL Tools, Oracle Applications, SharePoint, Tableau, Training, ERP, Business Intelligence, Business Analysis, Integration, Requirements Analysis, Leadership, Visio, Analysis
Education
University of Colorado at Denver 1997 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
US Army Ranger School 2010 — 2010
Military and Strategic Leadership
Helen Palomino's Charles Schwab Experience October 2011 - February 2012
Job Receptionist and Private Duty Specialist | Financial/ Healthcare Services Fulltime job seeker
Industry Financial Services
Experience
Sclafani Chiropractic Life Center June 2014 - June 2015
Mrs. B Nadel April 2011 - May 2015
The Benefit May 2013 - May 2014
The Benefit May 2012 - May 2013
Tokeneke Club May 2012 - November 2012
Sclafani Chiropractic Life Center April 2008 - May 2012
Charles Schwab. October 2011 - February 2012
Skills
Office Management, Data Entry, Microsoft Excel, Analysis, Microsoft Word, Teamwork, Time Management, Customer Service, Office Administration, Data Analysis, Management, Administrative..., Investments, Research, Microsoft Office, Photoshop, PowerPoint, Social Media, Marketing, Photography, Adobe, Writing, Apple Pages, Apple Safari, Apple Numbers, Finance, Financial Analysis, Budgets, Facebook, Advertising, Wealth Management, Market Research, Social Networking, Event Planning, Social Media Marketing, Outlook, Leadership, Access, Blogging
Education
The University of Connecticut
Bachelor’s Degree, Economics
Sclafani Chiropractic Life Center June 2014 - June 2015
Mrs. B Nadel April 2011 - May 2015
The Benefit May 2013 - May 2014
The Benefit May 2012 - May 2013
Tokeneke Club May 2012 - November 2012
Sclafani Chiropractic Life Center April 2008 - May 2012
Charles Schwab. October 2011 - February 2012
Skills
Office Management, Data Entry, Microsoft Excel, Analysis, Microsoft Word, Teamwork, Time Management, Customer Service, Office Administration, Data Analysis, Management, Administrative..., Investments, Research, Microsoft Office, Photoshop, PowerPoint, Social Media, Marketing, Photography, Adobe, Writing, Apple Pages, Apple Safari, Apple Numbers, Finance, Financial Analysis, Budgets, Facebook, Advertising, Wealth Management, Market Research, Social Networking, Event Planning, Social Media Marketing, Outlook, Leadership, Access, Blogging
Education
The University of Connecticut
Bachelor’s Degree, Economics
Alicia Thompson's Charles Schwab Experience Technical Implementation LeadTriZetto2002 - 2005
Job Senior Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Technical Implementation LeadTriZetto2002 - 2005
Education
University of Colorado Colorado Springs 1996 — 2000
Bachelor of Science Information Systems, Management Information Systems, General
Charles Schwab Technical Implementation LeadTriZetto2002 - 2005
Education
University of Colorado Colorado Springs 1996 — 2000
Bachelor of Science Information Systems, Management Information Systems, General
Derick Gavidia's Charles Schwab Experience December 2014 - Present
Job Accounting
Industry Accounting
Experience
Charles Schwab December 2014 - Present
Tate Publishing May 2014 - Present
RubinBrown LLP January 2014 - 2014
University of Colorado Anschutz Medical Campus August 2013 - December 2013
University of Colorado Denver May 2012 - July 2013
University of Colorado Denver November 2011 - May 2012
Community College of Denver August 2008 - November 2011
Skills
Journal Entries, Accounts Receivable, US GAAP, Financial Statement..., Access, Bank Reconciliation, Tax Preparation, G/L Reconciliations, PeopleSoft, Bilingual-English/Spanis..., Higher Education, Cash Management, Payroll Suspense, Fund Accounting, Microsoft Applications, Cognos, ISIS, Recurring Billing, Banner, SIS, HRMS, Lotus Notes, ProSystem fx Engagement
Education
University of Colorado at Denver 2012 — 2014
Master of Science (M.S.), Accounting
University of Colorado at Denver 2006 — 2011
Bachelor of Science (B.S.), Accounting
Charles Schwab December 2014 - Present
Tate Publishing May 2014 - Present
RubinBrown LLP January 2014 - 2014
University of Colorado Anschutz Medical Campus August 2013 - December 2013
University of Colorado Denver May 2012 - July 2013
University of Colorado Denver November 2011 - May 2012
Community College of Denver August 2008 - November 2011
Skills
Journal Entries, Accounts Receivable, US GAAP, Financial Statement..., Access, Bank Reconciliation, Tax Preparation, G/L Reconciliations, PeopleSoft, Bilingual-English/Spanis..., Higher Education, Cash Management, Payroll Suspense, Fund Accounting, Microsoft Applications, Cognos, ISIS, Recurring Billing, Banner, SIS, HRMS, Lotus Notes, ProSystem fx Engagement
Education
University of Colorado at Denver 2012 — 2014
Master of Science (M.S.), Accounting
University of Colorado at Denver 2006 — 2011
Bachelor of Science (B.S.), Accounting
Claus Tim's Charles Schwab Experience November 1997 - Present
Job Manager Institutional Trading
Industry Financial Services
Experience
Charles Schwab November 1997 - Present
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Bloomberg, Derivatives, Asset Management, Wealth Management, Asset Allocation, Financial Markets, Hedge Funds, Alternative Investments, Capital Markets, Bonds, Trading Systems, Investment Advisory, Risk Management, Investment Strategies, ETFs, Electronic Trading, FIX, Equities, Options, Stock Trading, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Order Routing
Education
University of Colorado at Denver 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
William Paterson University of New Jersey 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Charles Schwab November 1997 - Present
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Bloomberg, Derivatives, Asset Management, Wealth Management, Asset Allocation, Financial Markets, Hedge Funds, Alternative Investments, Capital Markets, Bonds, Trading Systems, Investment Advisory, Risk Management, Investment Strategies, ETFs, Electronic Trading, FIX, Equities, Options, Stock Trading, Equity Capital Markets, Equity Valuation, Bloomberg Terminal, Order Routing
Education
University of Colorado at Denver 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
William Paterson University of New Jersey 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Tiffany Dugas's Charles Schwab Experience September 2014 - Present
Job VP FINANCIAL CONSULTANT at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments December 2007 - May 2010
Skills
Series 7, Financial Planning, Series 63, Retirement Planning, Financial Services, Mutual Funds
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.5
Charles Schwab September 2014 - Present
Fidelity Investments May 2010 - September 2014
Fidelity Investments December 2007 - May 2010
Skills
Series 7, Financial Planning, Series 63, Retirement Planning, Financial Services, Mutual Funds
Education
University of Colorado Colorado Springs 2002 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.5
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank