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
Hilary Reeve Hilary Reeve's Charles Schwab Experience May 2011 - July 2012
Job Business Intelligence / Workforce Analytics for Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente September 2012 - Present
Charles Schwab May 2011 - July 2012
HP June 2010 - February 2011
UW Medical Foundation October 2005 - November 2010
UW Medical Foundation August 2002 - October 2005
UW Medical Foundation November 2001 - August 2002
UW Medical Foundation September 1995 - November 2001
UW Medical Foundation June 1994 - August 1995
Skills
HRIS, Payroll, Employee Benefits, Leadership, PeopleSoft, Crystal Reports, Visio, Software Documentation, Business Analysis, Access, Requirements Analysis, Oracle, Business Objects, Process Improvement, SQL, SDLC, Change Management, Human Resources, Business Process, ERP, Business Intelligence
Education
University of Wisconsin-Madison 1994 — 2000
Bachelor of Science, Art
University of Illinois at Chicago 1998 — 1999
Architectural Studies
Kaiser Permanente September 2012 - Present
Charles Schwab May 2011 - July 2012
HP June 2010 - February 2011
UW Medical Foundation October 2005 - November 2010
UW Medical Foundation August 2002 - October 2005
UW Medical Foundation November 2001 - August 2002
UW Medical Foundation September 1995 - November 2001
UW Medical Foundation June 1994 - August 1995
Skills
HRIS, Payroll, Employee Benefits, Leadership, PeopleSoft, Crystal Reports, Visio, Software Documentation, Business Analysis, Access, Requirements Analysis, Oracle, Business Objects, Process Improvement, SQL, SDLC, Change Management, Human Resources, Business Process, ERP, Business Intelligence
Education
University of Wisconsin-Madison 1994 — 2000
Bachelor of Science, Art
University of Illinois at Chicago 1998 — 1999
Architectural Studies
Tina Wolfand Tina Wolfand's Charles Schwab Experience October 2010 - December 2011
Job Orlando Bookkeeper, Bookkeeping Service, Tax Preparation, QuickBooks ProAdvisor
Industry Accounting
Experience
Rent-A-Bookkeeper, Inc. January 2012 - Present
Charles Schwab October 2010 - December 2011
Rent-A-Bookkeeper, Inc. December 2008 - October 2010
BrytonPick August 2008 - May 2009
JES Publishing May 2008 - July 2008
Moeller Realty August 2007 - April 2008
Loggerhead Fitness April 2007 - December 2007
Abercrombie & Fitch January 2006 - August 2006
Skills
Bookkeeping, Bookkeeper, QuickBooks, Tax Preparation, Write-up services, Small Business, Payroll, Marketing, Business Development, Leadership, Management, Marketing Strategy, Entrepreneurship, Budgets, Training, New Business Development, Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Public Relations, Selling, Customer Service, Time Management, Finance, Social Networking, Fundraising, Direct Marketing, Accounting, Business Planning, Project Planning, Investments, Employee Benefits, Start-ups, Financial Reporting, Analysis, Strategy, Forecasting, Strategic Financial..., Account Reconciliation, Accounts Payable
Education
University of Florida - Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2006 — 2009
BA, Marketing, French, Mass Communications
Rent-A-Bookkeeper, Inc. January 2012 - Present
Charles Schwab October 2010 - December 2011
Rent-A-Bookkeeper, Inc. December 2008 - October 2010
BrytonPick August 2008 - May 2009
JES Publishing May 2008 - July 2008
Moeller Realty August 2007 - April 2008
Loggerhead Fitness April 2007 - December 2007
Abercrombie & Fitch January 2006 - August 2006
Skills
Bookkeeping, Bookkeeper, QuickBooks, Tax Preparation, Write-up services, Small Business, Payroll, Marketing, Business Development, Leadership, Management, Marketing Strategy, Entrepreneurship, Budgets, Training, New Business Development, Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Public Relations, Selling, Customer Service, Time Management, Finance, Social Networking, Fundraising, Direct Marketing, Accounting, Business Planning, Project Planning, Investments, Employee Benefits, Start-ups, Financial Reporting, Analysis, Strategy, Forecasting, Strategic Financial..., Account Reconciliation, Accounts Payable
Education
University of Florida - Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2006 — 2009
BA, Marketing, French, Mass Communications
Brad Coulter Brad Coulter's Charles Schwab Experience August 1999 - August 2000
Job Managing Partner/CoFounder at Concordis LLC
Industry Information Technology and Services
Experience
Concordis LLC January 2014 - Present
Workwithable Inc. January 2014 - Present
Salad Labs Inc. January 2014 - April 2014
Salad Labs Inc. March 2010 - December 2013
Wimmer Solutions June 2002 - February 2010
Mueller & Partin, PS, Inc. August 2000 - June 2002
Charles Schwab August 1999 - August 2000
Skills
Entrepreneurship, Start-ups, Strategic Planning, Strategy, Leadership, Social Games, Team Building, Venture Capital, Business Alignment, E-commerce, Rapid Growth, Vision Development, People Development, Angel Investing, Analytics, SEO, Executive Management, Social Media Marketing, Product Management
Education
University of Denver - Daniels College of Business 1996 — 1998
Bachelor of Science, Finance
Concordis LLC January 2014 - Present
Workwithable Inc. January 2014 - Present
Salad Labs Inc. January 2014 - April 2014
Salad Labs Inc. March 2010 - December 2013
Wimmer Solutions June 2002 - February 2010
Mueller & Partin, PS, Inc. August 2000 - June 2002
Charles Schwab August 1999 - August 2000
Skills
Entrepreneurship, Start-ups, Strategic Planning, Strategy, Leadership, Social Games, Team Building, Venture Capital, Business Alignment, E-commerce, Rapid Growth, Vision Development, People Development, Angel Investing, Analytics, SEO, Executive Management, Social Media Marketing, Product Management
Education
University of Denver - Daniels College of Business 1996 — 1998
Bachelor of Science, Finance
Vince Regan, CMT, AAMS's Charles Schwab Experience December 2012 - August 2014
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Market Technicians Association January 2012 - Present
Charles Schwab December 2012 - August 2014
Schwab Private Client Investment Advisory, Inc October 2002 - December 2012
Fantasy Sports Media Ventures, LLC April 2005 - July 2012
CompUSA Business Services October 1998 - November 1999
The Athlete's Foot September 1988 - September 1998
AM 540 1993 - 1995
Skills
Leadership, Financial Services, Options, Finance, Investment Advisory, Portfolio Management, Investment Management, Technical Analysis, Investment Strategies, CRM, Fixed Income, Financial Markets, Trading, Derivatives, Investments, Financial Analysis, Strategic Financial..., Securities, Risk Management, Series 63, Business Analysis, Hedge Funds, Series 7, Strategy, Retirement Planning, Asset Allocation, Insurance, Commodity, Bloomberg, Equity Research, FINRA, Valuation, Mutual Funds, Retirement, Equities, Financial Advisory, ETFs, Financial Modeling, Wealth Management, Bonds, Financial Planning
Education
University of Florida 1991 — 1994
BA
Valencia Community College 1988 — 1991
AA
Lake Howell High School 1984 — 1988
HS Diploma
Fidelity Investments October 2014 - Present
Market Technicians Association January 2012 - Present
Charles Schwab December 2012 - August 2014
Schwab Private Client Investment Advisory, Inc October 2002 - December 2012
Fantasy Sports Media Ventures, LLC April 2005 - July 2012
CompUSA Business Services October 1998 - November 1999
The Athlete's Foot September 1988 - September 1998
AM 540 1993 - 1995
Skills
Leadership, Financial Services, Options, Finance, Investment Advisory, Portfolio Management, Investment Management, Technical Analysis, Investment Strategies, CRM, Fixed Income, Financial Markets, Trading, Derivatives, Investments, Financial Analysis, Strategic Financial..., Securities, Risk Management, Series 63, Business Analysis, Hedge Funds, Series 7, Strategy, Retirement Planning, Asset Allocation, Insurance, Commodity, Bloomberg, Equity Research, FINRA, Valuation, Mutual Funds, Retirement, Equities, Financial Advisory, ETFs, Financial Modeling, Wealth Management, Bonds, Financial Planning
Education
University of Florida 1991 — 1994
BA
Valencia Community College 1988 — 1991
AA
Lake Howell High School 1984 — 1988
HS Diploma
Patrick Luby Patrick Luby's Charles Schwab Experience July 2011 - December 2014
Job Fixed Income Investment Strategy | Business Development Sales Leader | Client Portfolio Manager / Specialist
Industry Investment Management
Experience
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Taylor Gloege's Charles Schwab Experience 2012 - 2012
Job Project Manager
Industry Management Consulting
Experience
Four Winds Interactive August 2015 - Present
Comcast June 2014 - July 2015
Bank of America Merrill Lynch May 2013 - May 2014
MainNerve LLC 2013 - 2013
Charles Schwab 2012 - 2012
Black & Veatch 2011 - 2012
ThyssenKrupp Robins 2008 - 2011
Skills
Project Management, Project Coordination, Project Finance, Vendor Management, MS Office Suite, MS Project, Visio, SharePoint, Purchasing, Budgeting, Negotiation, Project Planning, Financial Reporting, Contract Negotiation, Leading Meetings, Virtual Teams, Microsoft Excel, Risk Management, Financial Risk, Remediation, Problem Solving, Project Delivery, Budgets, Microsoft Office, Process Improvement, Business Process..., Cross-functional Team..., Analysis, Team Leadership, Leadership, Team Building, Training, Procurement, Process Scheduler, Contract Management, PMO, Project Portfolio..., Management, Integration, Resource Management, Strategic Planning, Business Process, Business Planning, Team Management, Business Strategy, PMI, Coaching, Microsoft Project
Education
University of Denver - Daniels College of Business 2004 — 2008
Bachelor of Science Business Administration, International Business
University of Plymouth 2006 — 2007
International Business
Four Winds Interactive August 2015 - Present
Comcast June 2014 - July 2015
Bank of America Merrill Lynch May 2013 - May 2014
MainNerve LLC 2013 - 2013
Charles Schwab 2012 - 2012
Black & Veatch 2011 - 2012
ThyssenKrupp Robins 2008 - 2011
Skills
Project Management, Project Coordination, Project Finance, Vendor Management, MS Office Suite, MS Project, Visio, SharePoint, Purchasing, Budgeting, Negotiation, Project Planning, Financial Reporting, Contract Negotiation, Leading Meetings, Virtual Teams, Microsoft Excel, Risk Management, Financial Risk, Remediation, Problem Solving, Project Delivery, Budgets, Microsoft Office, Process Improvement, Business Process..., Cross-functional Team..., Analysis, Team Leadership, Leadership, Team Building, Training, Procurement, Process Scheduler, Contract Management, PMO, Project Portfolio..., Management, Integration, Resource Management, Strategic Planning, Business Process, Business Planning, Team Management, Business Strategy, PMI, Coaching, Microsoft Project
Education
University of Denver - Daniels College of Business 2004 — 2008
Bachelor of Science Business Administration, International Business
University of Plymouth 2006 — 2007
International Business
Gabriel Skipper Gabriel Skipper's Charles Schwab Experience April 2007 - April 2013
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Lindsey Browne's Charles Schwab Experience July 2014 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab January 2008 - July 2014
Charles Schwab November 2006 - December 2007
Skills
Series 7, Relationship Management, Sales, Marketing Communications, Organizational..., Event Planning, Problem Solving, Risk Management, Sales Presentations, Client Development, Strategic Planning, Project Management, Trading, Team Building, Analytical Skills, Social Media, Employee Benefits, Process Improvement, Financial Services, IPO, Mergers & Acquisitions, Cross Functional Team..., Portfolio Management, Mutual Funds, Investments, Securities, Equities, Wealth Management, Series 63
Education
University of Denver - Daniels College of Business 2011 — 2014
Bachelors of Arts in Business Administration, Management
Charles Schwab July 2014 - Present
Charles Schwab January 2008 - July 2014
Charles Schwab November 2006 - December 2007
Skills
Series 7, Relationship Management, Sales, Marketing Communications, Organizational..., Event Planning, Problem Solving, Risk Management, Sales Presentations, Client Development, Strategic Planning, Project Management, Trading, Team Building, Analytical Skills, Social Media, Employee Benefits, Process Improvement, Financial Services, IPO, Mergers & Acquisitions, Cross Functional Team..., Portfolio Management, Mutual Funds, Investments, Securities, Equities, Wealth Management, Series 63
Education
University of Denver - Daniels College of Business 2011 — 2014
Bachelors of Arts in Business Administration, Management
Kelly Barrett Kelly Barrett's Charles Schwab Experience January 1994 - July 1999
Job Owner at Dog Chic Boutique LLC
Industry Retail
Experience
Dog Chic Boutique LLC November 2012 - Present
Dogs Play Chicago LLC February 2004 - October 2014
Merial 2003 - 2003
Charles Schwab January 1994 - July 1999
Lord Securities and Acacia Capital September 1995 - December 1995
Morgan Stanley December 1993 - May 1995
Skills
Fundraising, Animal Rescue work, Strategic Planning, Small Business, Event Management, Negotiation, Pets, Business Strategy, Public Speaking, Contract Negotiation, Project Management, Customer Service, Public Relations, Event Planning, Non-profits, Project Planning, Marketing, Nonprofits, Entrepreneurship, Sales, Management, Online Marketing, Marketing Strategy, Social Networking, Start-ups, Social Media Marketing
Education
University of Denver 2000 — 2002
Bachelor of Arts (B.A.), French/Business
University of Denver 1989 — 1993
BA, French/Business
University Liggett School 1985 — 1989
Dog Chic Boutique LLC November 2012 - Present
Dogs Play Chicago LLC February 2004 - October 2014
Merial 2003 - 2003
Charles Schwab January 1994 - July 1999
Lord Securities and Acacia Capital September 1995 - December 1995
Morgan Stanley December 1993 - May 1995
Skills
Fundraising, Animal Rescue work, Strategic Planning, Small Business, Event Management, Negotiation, Pets, Business Strategy, Public Speaking, Contract Negotiation, Project Management, Customer Service, Public Relations, Event Planning, Non-profits, Project Planning, Marketing, Nonprofits, Entrepreneurship, Sales, Management, Online Marketing, Marketing Strategy, Social Networking, Start-ups, Social Media Marketing
Education
University of Denver 2000 — 2002
Bachelor of Arts (B.A.), French/Business
University of Denver 1989 — 1993
BA, French/Business
University Liggett School 1985 — 1989
Timo Bechtoldt Timo Bechtoldt's Charles Schwab Experience September 2014 - Present
Job Finance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab November 2011 - October 2014
Compliance11 June 2011 - November 2011
Daimler AG May 2008 - August 2008
Education
University of Florida 2010 — 2011
Master's Degree, International Business
University of Florida 2005 — 2009
Bachelor's Degree, Finance
Charles Schwab September 2014 - Present
Charles Schwab November 2011 - October 2014
Compliance11 June 2011 - November 2011
Daimler AG May 2008 - August 2008
Education
University of Florida 2010 — 2011
Master's Degree, International Business
University of Florida 2005 — 2009
Bachelor's Degree, Finance
Scott Lacey Scott Lacey's Charles Schwab Experience November 1998 - November 2005
Job Agent at State Farm
Industry Insurance
Experience
State Farm March 2010 - Present
State Farm November 2005 - February 2010
Charles Schwab November 1998 - November 2005
Skills
Whole Life, Homeowners, Term Life Insurance, Renters, Universal Life, Marine Insurance, Umbrella Insurance, Disability Insurance, Life Insurance, Insurance, Long-term Care, Commercial Insurance, Fixed Annuities, Health Insurance, Property & Casualty...
Education
University of Florida 1992 — 1996
Bachelor of Arts (B.A.), History
State Farm March 2010 - Present
State Farm November 2005 - February 2010
Charles Schwab November 1998 - November 2005
Skills
Whole Life, Homeowners, Term Life Insurance, Renters, Universal Life, Marine Insurance, Umbrella Insurance, Disability Insurance, Life Insurance, Insurance, Long-term Care, Commercial Insurance, Fixed Annuities, Health Insurance, Property & Casualty...
Education
University of Florida 1992 — 1996
Bachelor of Arts (B.A.), History
Raani Varma's Charles Schwab Experience Research AnalystInnovest Portfolio Solutions2005 - 2007
Job Research Analyst at Charles Schwab Investment Advisory
Industry Financial Services
Experience
Charles Schwab Research AnalystInnovest Portfolio Solutions2005 - 2007
Lipper, A Thomson Reuters Company 2004 - 2005
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Financial Modeling, Capital Markets, Asset Allocation, Fixed Income, Wealth Management, Financial Markets
Education
University of Denver - Daniels College of Business 2003 — 2004
Master's degree, Finance
University of Mumbai 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Charles Schwab Research AnalystInnovest Portfolio Solutions2005 - 2007
Lipper, A Thomson Reuters Company 2004 - 2005
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Financial Modeling, Capital Markets, Asset Allocation, Fixed Income, Wealth Management, Financial Markets
Education
University of Denver - Daniels College of Business 2003 — 2004
Master's degree, Finance
University of Mumbai 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Stephani DioGuardi's Charles Schwab Experience May 2013 - January 2014
Job Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Student Activities Involvement Team January 2013 - May 2014
Charles Schwab May 2013 - January 2014
CBS Sports Network March 2012 - 2014
LA Fitness April 2013 - August 2013
Skills
Social Media, Microsoft Word, Microsoft Office, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Customer Service, Social Media Marketing, Event Planning, Spanish, Sports, Public Relations, Marketing Strategy, Fundraising, Leadership
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Florida
Raymond James Financial, Inc. January 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Student Activities Involvement Team January 2013 - May 2014
Charles Schwab May 2013 - January 2014
CBS Sports Network March 2012 - 2014
LA Fitness April 2013 - August 2013
Skills
Social Media, Microsoft Word, Microsoft Office, Facebook, Social Networking, Marketing, PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Research, Customer Service, Social Media Marketing, Event Planning, Spanish, Sports, Public Relations, Marketing Strategy, Fundraising, Leadership
Education
University of Florida 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
University of Florida
AJ Joplin, MBA AJ Joplin, MBA's Charles Schwab Experience November 2014 - May 2015
Job Design Thinker & Educator at IBM Design
Industry Design
Experience
IBM May 2015 - Present
Charles Schwab November 2014 - May 2015
Western Union September 2011 - April 2014
Western Union June 2011 - August 2011
Greater Good Academy October 2010 - August 2011
Daniels College of Business January 2011 - May 2011
Town Restoration (OTRPS) September 2007 - July 2010
IVCSR September 2003 - July 2004
Dallas Christian College November 2000 - August 2003
Dallas Christian College August 1998 - May 2000
Skills
Product Management, Project Management, Market Research, Research, Marketing, Strategic Planning, Social Media, Marketing Strategy, Time Management, Human Resources, Customer Service, Business Planning, Project Planning, Business Development, Cross-functional Team..., Entrepreneurship, Leadership, Management, Data Analysis, Finance, Sales, Team Building, Strategy, Analysis, Strategic Partnerships, Lead Generation, Budgets, Product Development, Program Management, Product Marketing, Competitive Analysis, CRM, Financial Modeling, Marketing Management, Process Improvement, Sales Operations, Start-ups, Business Strategy, Analytics, Marketing Communications
Education
University of Denver - Daniels College of Business 2010 — 2013
Master of Business Administration (MBA), Marketing/Product Management
Dallas Christian College 1998 — 2003
B.S, Business Administration
IBM May 2015 - Present
Charles Schwab November 2014 - May 2015
Western Union September 2011 - April 2014
Western Union June 2011 - August 2011
Greater Good Academy October 2010 - August 2011
Daniels College of Business January 2011 - May 2011
Town Restoration (OTRPS) September 2007 - July 2010
IVCSR September 2003 - July 2004
Dallas Christian College November 2000 - August 2003
Dallas Christian College August 1998 - May 2000
Skills
Product Management, Project Management, Market Research, Research, Marketing, Strategic Planning, Social Media, Marketing Strategy, Time Management, Human Resources, Customer Service, Business Planning, Project Planning, Business Development, Cross-functional Team..., Entrepreneurship, Leadership, Management, Data Analysis, Finance, Sales, Team Building, Strategy, Analysis, Strategic Partnerships, Lead Generation, Budgets, Product Development, Program Management, Product Marketing, Competitive Analysis, CRM, Financial Modeling, Marketing Management, Process Improvement, Sales Operations, Start-ups, Business Strategy, Analytics, Marketing Communications
Education
University of Denver - Daniels College of Business 2010 — 2013
Master of Business Administration (MBA), Marketing/Product Management
Dallas Christian College 1998 — 2003
B.S, Business Administration
Sergio Lovato, CIMA®, AIF® Sergio Lovato, CIMA®, AIF®'s Charles Schwab Experience August 2011 - Present
Job Regional Director at Charles Schwab & Co. Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab & Co. - Charles Schwab Investment Management July 2015 - Present
Charles Schwab August 2011 - Present
Charles Schwab April 2007 - August 2011
Janus Capital Group April 2006 - April 2007
Education
The University of Chicago Booth School of Business 2014 — 2014
Certification, CIMA
University of Denver 1994 — 1998
BA, Economics - BA Political Science
Charles Schwab & Co. - Charles Schwab Investment Management July 2015 - Present
Charles Schwab August 2011 - Present
Charles Schwab April 2007 - August 2011
Janus Capital Group April 2006 - April 2007
Education
The University of Chicago Booth School of Business 2014 — 2014
Certification, CIMA
University of Denver 1994 — 1998
BA, Economics - BA Political Science
Jonathan Campanaro Jonathan Campanaro's Charles Schwab Experience February 2007 - October 2008
Job Manager of Business Intelligence at ADP
Industry Retail
Experience
ADP April 2013 - Present
Toys R Us February 2012 - March 2013
Toys R Us February 2011 - February 2012
Toys R Us February 2009 - February 2011
Charles Schwab February 2007 - October 2008
Intuit 2007 - 2007
Skills
Retail, Supply Chain, Microsoft Excel, Management, Forecasting, Sales, Time Management
Education
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
ADP April 2013 - Present
Toys R Us February 2012 - March 2013
Toys R Us February 2011 - February 2012
Toys R Us February 2009 - February 2011
Charles Schwab February 2007 - October 2008
Intuit 2007 - 2007
Skills
Retail, Supply Chain, Microsoft Excel, Management, Forecasting, Sales, Time Management
Education
University of Florida - Warrington College Of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Allison Elfering Allison Elfering's Charles Schwab Experience September 2012 - May 2013
Job Sr. Business Analyst at Colorado Governor's Office of Information Technology
Industry Construction
Experience
Colorado Governor's Office of Information Technology May 2015 - Present
CH2M HILL April 2014 - December 2014
Charles Schwab September 2012 - May 2013
URS Corporation November 2005 - September 2012
Washington Group International 2005 - September 2012
University of Idaho December 2003 - 2003
United States Air Force 1992 - 1997
Skills
Project Management, Business Analysis, Requirements Gathering, Functional Requirements, Functional Testing, System Conversion, Training, Software Documentation, HRIS, Human Resources, Visio, Analysis, Vendor Management, Change Management, Applicant Tracking..., Requirements Analysis, System Administration, Oracle HR, Personnel Management
Education
University of Idaho 1999 — 2003
Bachelor of Science (B.S.), Business Information Systems
Colorado Governor's Office of Information Technology May 2015 - Present
CH2M HILL April 2014 - December 2014
Charles Schwab September 2012 - May 2013
URS Corporation November 2005 - September 2012
Washington Group International 2005 - September 2012
University of Idaho December 2003 - 2003
United States Air Force 1992 - 1997
Skills
Project Management, Business Analysis, Requirements Gathering, Functional Requirements, Functional Testing, System Conversion, Training, Software Documentation, HRIS, Human Resources, Visio, Analysis, Vendor Management, Change Management, Applicant Tracking..., Requirements Analysis, System Administration, Oracle HR, Personnel Management
Education
University of Idaho 1999 — 2003
Bachelor of Science (B.S.), Business Information Systems
Casey Schaefer, CPA Casey Schaefer, CPA's Charles Schwab Experience July 2015 - Present
Job Manager, Risk Management & Investigation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab January 2015 - July 2015
Western Union June 2013 - February 2014
CenturyLink September 2012 - March 2013
Dish Network February 2012 - August 2012
Self-Employed January 2010 - December 2011
OppenheimerFunds December 2004 - January 2009
RBC August 2002 - October 2004
Skills
Microsoft Office, QuickBooks, InvestOne, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Risk Management, Analysis, Financial Risk, Finance, Auditing, Financial Analysis, Internal Audit, Investments, Management, Risk Assessment, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 2000 — 2002
MBA, Finance and Accounting
University of Georgia - Terry College of Business
BBA, Finance
Charles Schwab July 2015 - Present
Charles Schwab January 2015 - July 2015
Western Union June 2013 - February 2014
CenturyLink September 2012 - March 2013
Dish Network February 2012 - August 2012
Self-Employed January 2010 - December 2011
OppenheimerFunds December 2004 - January 2009
RBC August 2002 - October 2004
Skills
Microsoft Office, QuickBooks, InvestOne, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Risk Management, Analysis, Financial Risk, Finance, Auditing, Financial Analysis, Internal Audit, Investments, Management, Risk Assessment, Securities
Education
Georgia Institute of Technology - Georgia Tech College of Management 2000 — 2002
MBA, Finance and Accounting
University of Georgia - Terry College of Business
BBA, Finance
Jennifer Boere, MBA Jennifer Boere, MBA's Charles Schwab Experience January 1999 - June 2006
Job Business Analyst at Healthfirst
Industry Information Technology and Services
Experience
Healthfirst March 2014 - Present
Digital Risk July 2013 - January 2014
Digital Risk January 2013 - July 2013
Digital Risk October 2012 - December 2012
The Pet Pantry October 2004 - December 2012
Mattress Barn April 2011 - October 2012
Rockgamer.com December 2007 - February 2009
Wachovia Securities June 2007 - June 2008
lia sophia March 2006 - February 2008
Charles Schwab January 1999 - June 2006
Skills
Parenting, Personal Finance, Proofreading, Process Improvement, Pets, MBA, Sales, Investment Strategies, Critical Thinking, Team Building, New Business Development, Leadership, Investments, Series 7, mortgage processing, Financial Services, Insurance, Equities, Portfolio Management, Banking, Technical Analysis, Securities, Mutual Funds, Mortgage Lending, Customer Service, Finance, Investment Advisory, Options, Stocks, Call Centers, Trading, Analysis, Loans, Analytics, Business Analysis, Data Analysis, Access, Management, Financial Analysis, Quality Assurance, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1994 — 1997
BS
Wesleyan College 1991 — 1993
PIne View
Healthfirst March 2014 - Present
Digital Risk July 2013 - January 2014
Digital Risk January 2013 - July 2013
Digital Risk October 2012 - December 2012
The Pet Pantry October 2004 - December 2012
Mattress Barn April 2011 - October 2012
Rockgamer.com December 2007 - February 2009
Wachovia Securities June 2007 - June 2008
lia sophia March 2006 - February 2008
Charles Schwab January 1999 - June 2006
Skills
Parenting, Personal Finance, Proofreading, Process Improvement, Pets, MBA, Sales, Investment Strategies, Critical Thinking, Team Building, New Business Development, Leadership, Investments, Series 7, mortgage processing, Financial Services, Insurance, Equities, Portfolio Management, Banking, Technical Analysis, Securities, Mutual Funds, Mortgage Lending, Customer Service, Finance, Investment Advisory, Options, Stocks, Call Centers, Trading, Analysis, Loans, Analytics, Business Analysis, Data Analysis, Access, Management, Financial Analysis, Quality Assurance, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2005 — 2007
MBA
University of Florida 1994 — 1997
BS
Wesleyan College 1991 — 1993
PIne View
David Reddish's Charles Schwab Experience August 2009 - November 2010
Job Director, Regional Sales Consultant with UBS Financial
Industry Investment Management
Experience
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
UBS Wealth Management November 2010 - Present
Charles Schwab August 2009 - November 2010
Merrill Lynch November 2007 - July 2009
PHH Mortgage January 2002 - November 2007
Skills
Finance, Series 7, Wealth Management, Investments, Series 63, Portfolio Management, Banking, Financial Services, Retirement Planning, Securities, Mutual Funds, Credit, Asset Allocation, Mortgage Lending, Asset Management, Financial Analysis, Risk Management
Education
University of Florida 1995 — 1999
BA, Business Administration
University of Florida - Warrington College of Business Administration 1995 — 1999
Forest High School
Matthew Schaefer Matthew Schaefer's Charles Schwab Experience 2008 - 2008
Job Senior Content Engineer at Macys.com
Industry Information Technology and Services
Experience
Macy's November 2012 - Present
Wells Fargo August 2008 - November 2012
Charles Schwab 2008 - 2008
CompuMentor August 2001 - October 2007
Skills
Social Media Marketing, Research, Documentation, Front End Developers, Wordpress, drupal, CMS, Content Management, Drupal, Web Development, WordPress, E-commerce, HTML, Social Media, XHTML, PHP, HTML 5, CSS, Software Documentation, JavaScript, jQuery
Education
University of Florida 1993 — 1995
Masters of Arts
University of Miami 1989 — 1993
Bachelor of Arts
Macy's November 2012 - Present
Wells Fargo August 2008 - November 2012
Charles Schwab 2008 - 2008
CompuMentor August 2001 - October 2007
Skills
Social Media Marketing, Research, Documentation, Front End Developers, Wordpress, drupal, CMS, Content Management, Drupal, Web Development, WordPress, E-commerce, HTML, Social Media, XHTML, PHP, HTML 5, CSS, Software Documentation, JavaScript, jQuery
Education
University of Florida 1993 — 1995
Masters of Arts
University of Miami 1989 — 1993
Bachelor of Arts
Dan Briscoe Dan Briscoe's Charles Schwab Experience August 2013 - Present
Job Senior Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Dish Network August 2007 - August 2013
Skills
Java, J2EE, Continuous Integration, Java Enterprise Edition, Requirements Analysis, SOA, Weblogic, Agile Methodologies, Eclipse, Oracle, Enterprise Architecture, Software Development, JDBC, Linux, Integration, Unix, XML, Web Services, SDLC, PL/SQL, SQL, Tomcat, Spring
Education
University of Hawaii at Manoa
University of Oklahoma
Charles Schwab August 2013 - Present
Dish Network August 2007 - August 2013
Skills
Java, J2EE, Continuous Integration, Java Enterprise Edition, Requirements Analysis, SOA, Weblogic, Agile Methodologies, Eclipse, Oracle, Enterprise Architecture, Software Development, JDBC, Linux, Integration, Unix, XML, Web Services, SDLC, PL/SQL, SQL, Tomcat, Spring
Education
University of Hawaii at Manoa
University of Oklahoma
David Dac Calderhead David Dac Calderhead's Charles Schwab Experience March 2005 - May 2008
Job Currently looking for a new opportunity in sales, analysis or compliance using FINRA Series 7, 63, 53, 4, 24 licenses
Industry Investment Management
Experience
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
MVP American Securities January 2015 - March 2015
NEXT Financial Group, Inc. October 2012 - July 2014
BBVA Compass July 2011 - May 2012
The Endowment Fund - Salient Partners April 2008 - August 2009
Charles Schwab March 2005 - May 2008
Invesco US 1996 - 1999
Invesco US 1996 - 1999
Skills
FINRA Series 7, 63, 4,..., Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, Due Diligence, Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Series 7
Education
University of Notre Dame
University of Houston-Victoria
Master of Business Administration (MBA), Sales, Statistics, Analysis, Leadership, Accounting, Management strategy, Economics.
Nathan Noble Nathan Noble's Charles Schwab Experience October 2007 - March 2008
Job AIS Client Service Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon February 2015 - Present
BNY Mellon January 2009 - Present
DePrince, Race & Zollo, Inc. March 2008 - January 2009
Charles Schwab October 2007 - March 2008
Skills
Equities, Fixed Income, Securities, Back Office, Settlement, Derivatives, Trading, Bloomberg, Options, Alternative Investments, Hedge Funds, Asset Management, Banking, Financial Services, Investments, Mutual Funds
Education
University of Florida
Bachelor of Science (B.S.), Business/Managerial Economics
BNY Mellon February 2015 - Present
BNY Mellon January 2009 - Present
DePrince, Race & Zollo, Inc. March 2008 - January 2009
Charles Schwab October 2007 - March 2008
Skills
Equities, Fixed Income, Securities, Back Office, Settlement, Derivatives, Trading, Bloomberg, Options, Alternative Investments, Hedge Funds, Asset Management, Banking, Financial Services, Investments, Mutual Funds
Education
University of Florida
Bachelor of Science (B.S.), Business/Managerial Economics
Bill Perez's Charles Schwab Experience February 1998 - January 2002
Job Director, Contact Center Operations at Delta Dental Insurance Company
Industry Hospital & Health Care
Experience
Delta Dental Insurance Company September 2014 - Present
VSP Vision Care December 2013 - May 2014
Southern California Edison January 2011 - June 2013
Vanguard July 2006 - December 2009
TIAA-CREF May 2004 - July 2006
TIAA-CREF August 2002 - April 2004
Charles Schwab February 1998 - January 2002
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...
Education
University of Florida
Bachelor of Arts, Psychology, 3.8
Delta Dental Insurance Company September 2014 - Present
VSP Vision Care December 2013 - May 2014
Southern California Edison January 2011 - June 2013
Vanguard July 2006 - December 2009
TIAA-CREF May 2004 - July 2006
TIAA-CREF August 2002 - April 2004
Charles Schwab February 1998 - January 2002
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...
Education
University of Florida
Bachelor of Arts, Psychology, 3.8
Patrick Amador's Charles Schwab Experience November 2013 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Skills
Brokerage, Investments, Financial Services, Stage Lighting, Vectorworks, Lighting Design, Theatrical Production, Lightwright, Musical Theatre, Stage, Stage Management, AV, Concerts, Live Events, Set Design, Theatrical Electrician, Concert Production, ETC Consoles, Microsoft Office, Film, Concert Lighting
Education
University of Denver 2005 — 2009
Bachelor of Arts (B.A.)
Littleton High School 2001 — 2005
South Side Christian School
Charles Schwab November 2013 - Present
Skills
Brokerage, Investments, Financial Services, Stage Lighting, Vectorworks, Lighting Design, Theatrical Production, Lightwright, Musical Theatre, Stage, Stage Management, AV, Concerts, Live Events, Set Design, Theatrical Electrician, Concert Production, ETC Consoles, Microsoft Office, Film, Concert Lighting
Education
University of Denver 2005 — 2009
Bachelor of Arts (B.A.)
Littleton High School 2001 — 2005
South Side Christian School
Ryan (Andrus) Vice Ryan (Andrus) Vice's Charles Schwab Experience February 2010 - February 2011
Job Full Stack Web Architect
Industry Computer Software
Experience
Vice Software, LLC February 2013 - Present
Headspring Systems October 2011 - February 2013
Sogeti February 2011 - October 2011
Charles Schwab February 2010 - February 2011
Money Management International 2009 - February 2010
Entrance Software 2008 - 2009
Ion, inc. (previously called Input\Output) June 2007 - November 2008
6 Foot Studios August 2006 - January 2007
NetIQ July 2004 - July 2006
Idea Integration 2002 - 2004
Skills
AngularJs, ReactJs, NodeJs, .NET, Amazon Web Services..., Twitter Bootstrap, ASP.NET MVC, WCF, Design Patterns, C#, WPF, Unit Testing, Agile Methodologies, LINQ, Software Development, WinForms, JavaScript, jQuery, Object Oriented Design, Enterprise Architecture, SQL, XSLT, Leadership, ASP.NET, Software Design, Silverlight, Architecture, SOA, XML, Software Architectural..., ADO.NET, NHibernate, Microsoft SQL Server, XAML, KnockoutJs, NServiceBus, Windows Presentation..., Sliverlight, Windows Communication..., C# and .Net CLR, Threading, Preformance Tunning, Presentation Patterns, EAA Patterns, GOF Design Patterns, HTML, JSON, Mentoring and Training..., Continuous Delivery, Entity Framework
Education
University of Houston 1994 — 1999
BA, Computer Science, Science Option with Math Minor
Vice Software, LLC February 2013 - Present
Headspring Systems October 2011 - February 2013
Sogeti February 2011 - October 2011
Charles Schwab February 2010 - February 2011
Money Management International 2009 - February 2010
Entrance Software 2008 - 2009
Ion, inc. (previously called Input\Output) June 2007 - November 2008
6 Foot Studios August 2006 - January 2007
NetIQ July 2004 - July 2006
Idea Integration 2002 - 2004
Skills
AngularJs, ReactJs, NodeJs, .NET, Amazon Web Services..., Twitter Bootstrap, ASP.NET MVC, WCF, Design Patterns, C#, WPF, Unit Testing, Agile Methodologies, LINQ, Software Development, WinForms, JavaScript, jQuery, Object Oriented Design, Enterprise Architecture, SQL, XSLT, Leadership, ASP.NET, Software Design, Silverlight, Architecture, SOA, XML, Software Architectural..., ADO.NET, NHibernate, Microsoft SQL Server, XAML, KnockoutJs, NServiceBus, Windows Presentation..., Sliverlight, Windows Communication..., C# and .Net CLR, Threading, Preformance Tunning, Presentation Patterns, EAA Patterns, GOF Design Patterns, HTML, JSON, Mentoring and Training..., Continuous Delivery, Entity Framework
Education
University of Houston 1994 — 1999
BA, Computer Science, Science Option with Math Minor
Ray Rowden Ray Rowden's Charles Schwab Experience June 2012 - February 2013
Job Database Administrator at PetroWEB
Industry Information Technology and Services
Experience
PetroWEB October 2013 - Present
Neuralog February 2013 - September 2013
Charles Schwab June 2012 - February 2013
Neuralog, Inc. December 2009 - May 2012
Premiere Global Services March 2006 - July 2010
Accredited Home Lenders November 2004 - March 2006
Socketware Inc May 2002 - November 2004
Viviance New Education, Inc 1999 - 2002
Pervasive Software 1998 - 1999
Dell Computer Corp. March 1997 - September 1998
Skills
Microsoft SQL Server, Training, Data Management, Project Management, SQL, Business Analysis, Requirements Analysis, SDLC, Java, HTML, Agile Methodologies, Database Administration, Troubleshooting, Unix, Visio, Software Documentation, Team Leadership, CRM, SharePoint, Databases, Analysis, Cloud Computing, SaaS, Oracle, Quality Assurance, Vendor Management, Software Development, Enterprise Software, Networking, Software Project..., Testing, Cisco Technologies, Linux, Integration
Education
University of Houston 1991 — 1994
Bachelor of Arts
PetroWEB October 2013 - Present
Neuralog February 2013 - September 2013
Charles Schwab June 2012 - February 2013
Neuralog, Inc. December 2009 - May 2012
Premiere Global Services March 2006 - July 2010
Accredited Home Lenders November 2004 - March 2006
Socketware Inc May 2002 - November 2004
Viviance New Education, Inc 1999 - 2002
Pervasive Software 1998 - 1999
Dell Computer Corp. March 1997 - September 1998
Skills
Microsoft SQL Server, Training, Data Management, Project Management, SQL, Business Analysis, Requirements Analysis, SDLC, Java, HTML, Agile Methodologies, Database Administration, Troubleshooting, Unix, Visio, Software Documentation, Team Leadership, CRM, SharePoint, Databases, Analysis, Cloud Computing, SaaS, Oracle, Quality Assurance, Vendor Management, Software Development, Enterprise Software, Networking, Software Project..., Testing, Cisco Technologies, Linux, Integration
Education
University of Houston 1991 — 1994
Bachelor of Arts
Tina Lake Tina Lake's Charles Schwab Experience December 2012 - Present
Job C# and Java Software Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab December 2012 - Present
U.S. Department of the Treasury April 2011 - December 2012
University of Texas at Austin September 2007 - May 2012
IBM March 2003 - July 2005
IBM Software Group March 2000 - March 2003
IBM Global Services January 1996 - March 2000
Skills
C#, Java, .NET, Microsoft Visual Studio..., C++, WebSphere Application..., WebSphere MQ, Web Services, Rational Software..., Eclipse, RESTful WebServices, UML, Object Oriented Modeling, SOA, Manufacturing Automation, Industrial Control, SCADA, Financial Software..., Software Integration, WebSphere ESB, Spring Framework, Oracle
Education
University of Houston-Clear Lake 1981 — 1988
M.S., Computer Science
Charles Schwab December 2012 - Present
U.S. Department of the Treasury April 2011 - December 2012
University of Texas at Austin September 2007 - May 2012
IBM March 2003 - July 2005
IBM Software Group March 2000 - March 2003
IBM Global Services January 1996 - March 2000
Skills
C#, Java, .NET, Microsoft Visual Studio..., C++, WebSphere Application..., WebSphere MQ, Web Services, Rational Software..., Eclipse, RESTful WebServices, UML, Object Oriented Modeling, SOA, Manufacturing Automation, Industrial Control, SCADA, Financial Software..., Software Integration, WebSphere ESB, Spring Framework, Oracle
Education
University of Houston-Clear Lake 1981 — 1988
M.S., Computer Science
Charles L Guy, Jr. MBA Charles L Guy, Jr. MBA's Charles Schwab Experience 2014 - Present
Job Sales Leader | Financial Services
Industry Financial Services
Experience
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Charles Schwab 2014 - Present
UBS Wealth Management 2010 - 2012
Morgan Stanley Smith Barney / Morgan Stanley Private Bank May 2009 - October 2010
Morgan Stanley February 2004 - May 2009
Bank of America January 2003 - January 2004
Mercantile Bank 2002 - 2003
Merrill Lynch 1995 - 2001
Skills
Series 7, Wealth Management, Series 63, Private Banking, Mortgage Lending, Credit, Portfolio Management, Asset Managment, Client Retention, High-Impact Sales..., New Business Development, Commercial Lending, Banking, Investments, Credit Analysis, Strategic Financial..., High Net Worth..., Wealth Management..., Cash Management, Mortgage Banking, Business Analysis, Business Process..., Team Leadership, Virtual Teams, Product Marketing, Project Management, Sales Management, Team Management, Financial Analysis, P&L Responsibility, Cross-functional Team..., Strategic Vision, Unsecured Loans, Aircraft Finance, Capital Markets, Leadership, Financial Advisory, Business Development, Loan Origination, Mutual Funds, Relationship Management, Securities, Asset Allocation, Investment Advisory, Retirement Planning, Commercial Banking, Alternative Investments, Equities
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Executive MBA Program - Cohort 61
University of North Florida - College of Business Administration 1990 — 1992
Bachelor of Business Administration (BBA), Finance/ Economics - Minor in International Business
Florida Community College
AA
Kay Kaplan Kay Kaplan's Charles Schwab Experience April 1991 - December 2004
Job Executive Office Professional
Industry Executive Office
Experience
Charles Schwab April 1991 - December 2004
Charles Schwab 1991 - 2004
Education
University of Florida
BA, MA, English Literature, Psychology
Charles Schwab April 1991 - December 2004
Charles Schwab 1991 - 2004
Education
University of Florida
BA, MA, English Literature, Psychology
Jim Bishop Jim Bishop's Charles Schwab Experience June 2010 - December 2012
Job TaxFree Retirement Expert | Agent at Five Rings Financial | National Recruiter
Industry Financial Services
Experience
Five Rings Financial, LLC April 2014 - Present
J.T.Bishop & Associates February 2011 - Present
Aurora Public Schools September 2008 - September 2013
Charles Schwab June 2010 - December 2012
Extraordinary Vision Consulting October 2007 - June 2010
JP Morgan Chase October 2005 - October 2007
Various Political Campaigns 2002 - 2005
University of Detroit Mercy 2000 - 2004
Skills
powerpoint, series 7, series 66, coaching, risk management, employee benefits, financial coaching, start-up consulting, Small Business, Entrepreneurship, Mentoring, Team Building, Investments, Insurance, Fundraising, Public Speaking, Instructional Design, Retirement Plan..., Life Coaching, Series 7, Coaching, Uniform Combined State..., PowerPoint, Employee Benefits, Financial Coaching, Human Resources, Risk Management, Start-ups, Time Management, Management, Strategic Planning
Education
University of Detroit Mercy 2000 — 2004
B.A., Political Science
Five Rings Financial, LLC April 2014 - Present
J.T.Bishop & Associates February 2011 - Present
Aurora Public Schools September 2008 - September 2013
Charles Schwab June 2010 - December 2012
Extraordinary Vision Consulting October 2007 - June 2010
JP Morgan Chase October 2005 - October 2007
Various Political Campaigns 2002 - 2005
University of Detroit Mercy 2000 - 2004
Skills
powerpoint, series 7, series 66, coaching, risk management, employee benefits, financial coaching, start-up consulting, Small Business, Entrepreneurship, Mentoring, Team Building, Investments, Insurance, Fundraising, Public Speaking, Instructional Design, Retirement Plan..., Life Coaching, Series 7, Coaching, Uniform Combined State..., PowerPoint, Employee Benefits, Financial Coaching, Human Resources, Risk Management, Start-ups, Time Management, Management, Strategic Planning
Education
University of Detroit Mercy 2000 — 2004
B.A., Political Science
Sheldon Chatman Sheldon Chatman's Charles Schwab Experience 1999 - 2009
Job Senior Naval Science Instructor
Industry Education Management
Experience
US Navy 2013 - Present
L-3 Communications November 2011 - June 2013
DB&A - DeWolff, Boberg & Associates, Inc January 2010 - November 2011
US Navy August 1988 - November 2011
Charles Schwab 1999 - 2009
Skills
Investments, Project Finance, Cost Accounting, Financial Accounting, ERP, Earned Value Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (M.B.A.), Accounting
University of Florida 1984 — 1988
Bachelor of Arts (B.A.), Economics/History
US Navy 2013 - Present
L-3 Communications November 2011 - June 2013
DB&A - DeWolff, Boberg & Associates, Inc January 2010 - November 2011
US Navy August 1988 - November 2011
Charles Schwab 1999 - 2009
Skills
Investments, Project Finance, Cost Accounting, Financial Accounting, ERP, Earned Value Management
Education
University of Phoenix 2006 — 2009
Master of Business Administration (M.B.A.), Accounting
University of Florida 1984 — 1988
Bachelor of Arts (B.A.), Economics/History
Ryan Stiphany's Charles Schwab Experience July 2015 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Merrill Lynch November 2011 - July 2015
Education
University of Florida 2004 — 2009
Charles Schwab July 2015 - Present
Merrill Lynch November 2011 - July 2015
Education
University of Florida 2004 — 2009
Vincent Poulter Vincent Poulter's Charles Schwab Experience February 2015 - Present
Job at
Industry Banking
Experience
Charles Schwab February 2015 - Present
City of Glendale Police Department April 2012 - Present
Crate and Barrel November 2014 - July 2015
GMR Marketing June 2014 - June 2015
S3- Shared Service Solutions, LLC January 2014 - January 2015
Z Gallerie November 2013 - April 2014
Colorado Organization for Victim Assistance December 2012 - January 2014
Bellco Credit Union June 2012 - January 2014
Starbucks August 2008 - January 2013
Impact Images Photography Studio June 2010 - February 2012
Skills
Financial Services, Customer Service, Call Centers, Supervisory Skills, Training, Victim Services, Cash Handling Experience, Development Of Employees, Employee Relations, Incentive Programs, Contests, Banking, College Recruiting, College Applications, Loans, Teamwork, Facebook, Social Media, Management, Sales, Leadership
Education
University of Denver 2010 — 2014
Bachelor's degree, Sociology
Charles Schwab February 2015 - Present
City of Glendale Police Department April 2012 - Present
Crate and Barrel November 2014 - July 2015
GMR Marketing June 2014 - June 2015
S3- Shared Service Solutions, LLC January 2014 - January 2015
Z Gallerie November 2013 - April 2014
Colorado Organization for Victim Assistance December 2012 - January 2014
Bellco Credit Union June 2012 - January 2014
Starbucks August 2008 - January 2013
Impact Images Photography Studio June 2010 - February 2012
Skills
Financial Services, Customer Service, Call Centers, Supervisory Skills, Training, Victim Services, Cash Handling Experience, Development Of Employees, Employee Relations, Incentive Programs, Contests, Banking, College Recruiting, College Applications, Loans, Teamwork, Facebook, Social Media, Management, Sales, Leadership
Education
University of Denver 2010 — 2014
Bachelor's degree, Sociology
Ariane Jaycox Ariane Jaycox's Charles Schwab Experience June 2015 - Present
Job Trade Ops Specialist at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Arclight Securities LLC April 2011 - July 2013
DSW Inc October 2010 - May 2011
UIC Athletics November 2009 - April 2011
Skills
Microsoft Office, CQG, GlobalRisk Option Trader, ORC, Options, Trading, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Finance, Microsoft Excel
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Finance
McHenry Community High School 2004 — 2008
High School Diploma
Charles Schwab June 2015 - Present
Brown Brothers Harriman September 2013 - May 2015
Arclight Securities LLC April 2011 - July 2013
DSW Inc October 2010 - May 2011
UIC Athletics November 2009 - April 2011
Skills
Microsoft Office, CQG, GlobalRisk Option Trader, ORC, Options, Trading, Portfolio Management, Financial Analysis, Risk Management, Derivatives, Finance, Microsoft Excel
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Finance
McHenry Community High School 2004 — 2008
High School Diploma
Eric Golub Eric Golub's Charles Schwab Experience 1999 - 2001
Job SelfDirected IRA expert with passions for public speaking, training and marketing
Industry Financial Services
Experience
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
David Meeker David Meeker's Charles Schwab Experience June 1995 - Present
Job Trading Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1995 - Present
Barron Chase January 1995 - March 1996
Columbus Financial Group January 1994 - January 1995
Skills
Public Speaking, Equities, Investments, Trading, Risk Management, Sales, Options, Strategic Planning, Financial Analysis, Series 7, Wealth Management, Leadership, Series 63
Education
University of Denver - Daniels College of Business 1990 — 1994
BA/BS, Management, Finance
Charles Schwab June 1995 - Present
Barron Chase January 1995 - March 1996
Columbus Financial Group January 1994 - January 1995
Skills
Public Speaking, Equities, Investments, Trading, Risk Management, Sales, Options, Strategic Planning, Financial Analysis, Series 7, Wealth Management, Leadership, Series 63
Education
University of Denver - Daniels College of Business 1990 — 1994
BA/BS, Management, Finance
Bob Sonntag's Charles Schwab Experience May 2000 - June 2001
Job Senior Developer at Atlas Van Lines
Industry Information Technology and Services
Experience
Atlas Van Lines July 2001 - Present
Charles Schwab May 2000 - June 2001
Atlas Van Lines January 1986 - May 2000
Skills
Integration, SSIS, Microsoft SQL Server, Software Development, Process Improvement, SQL, Leadership, Project Management, Databases, SSRS
Education
University of Evansville
BS, Computer Science
Atlas Van Lines July 2001 - Present
Charles Schwab May 2000 - June 2001
Atlas Van Lines January 1986 - May 2000
Skills
Integration, SSIS, Microsoft SQL Server, Software Development, Process Improvement, SQL, Leadership, Project Management, Databases, SSRS
Education
University of Evansville
BS, Computer Science
Caitlin Stoops's Charles Schwab Experience July 2011 - November 2011
Job Occupational Therapy Student and Adjunct Faculty Instructor
Industry Hospital & Health Care
Experience
IUPUI August 2013 - Present
Employment Plus November 2011 - February 2013
Charles Schwab July 2011 - November 2011
Banterra Bank June 2008 - July 2011
U.S. House of Representatives August 2010 - December 2010
Zimmerman Bros. Funeral Homes October 2005 - August 2010
Skills
Teaching, Higher Education, Research, Building Relationships, Data Entry, Leadership, Accounts Receivable, Recruiting, Accounts Payable, PowerPoint, Outlook, Business Correspondence, Human Resources, Employee Relations, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Marketing, Microsoft Office, Office Administration, Organization, Politics, HR Policies, Cold Calling, Banking, Finance, Temporary Staffing, Onboarding, Applicant Tracking..., Staffing Services, Healthcare, Payroll, Time Management
Education
University of Indianapolis 2014 — 2016
Master's degree, Occupational Therapy/Therapist, 4.0
Indiana University-Purdue University at Indianapolis 2013 — 2014
4.0
University of Evansville 2007 — 2011
B.S. Business Administration, Management, Marketing, 3.76
IUPUI August 2013 - Present
Employment Plus November 2011 - February 2013
Charles Schwab July 2011 - November 2011
Banterra Bank June 2008 - July 2011
U.S. House of Representatives August 2010 - December 2010
Zimmerman Bros. Funeral Homes October 2005 - August 2010
Skills
Teaching, Higher Education, Research, Building Relationships, Data Entry, Leadership, Accounts Receivable, Recruiting, Accounts Payable, PowerPoint, Outlook, Business Correspondence, Human Resources, Employee Relations, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Marketing, Microsoft Office, Office Administration, Organization, Politics, HR Policies, Cold Calling, Banking, Finance, Temporary Staffing, Onboarding, Applicant Tracking..., Staffing Services, Healthcare, Payroll, Time Management
Education
University of Indianapolis 2014 — 2016
Master's degree, Occupational Therapy/Therapist, 4.0
Indiana University-Purdue University at Indianapolis 2013 — 2014
4.0
University of Evansville 2007 — 2011
B.S. Business Administration, Management, Marketing, 3.76
Kevin Jezek Kevin Jezek's Charles Schwab Experience Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Job Sr. Manager Alternative Investments at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Oregon Public Employees Retirement System October 2004 - September 2007
Bidwell & Company 1995 - 2004
Van Kampen Investments 1994 - 1997
Skills
Team Building, Series 7, Vendor Management
Education
University of Houston 1986 — 1990
BA, Communications
Charles Schwab Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Oregon Public Employees Retirement System October 2004 - September 2007
Bidwell & Company 1995 - 2004
Van Kampen Investments 1994 - 1997
Skills
Team Building, Series 7, Vendor Management
Education
University of Houston 1986 — 1990
BA, Communications
Trevor Chapin's Charles Schwab Experience 2012 - 2013
Job Business Development & Project Management Professional
Industry Logistics and Supply Chain
Experience
Lime Tree Sourcing, LLC. Lime Tree Hospitality, LLC. 2014 - Present
SR Cutty January 2013 - October 2014
Charles Schwab 2012 - 2013
PulteGroup 2010 - 2012
LenderLive Network, Inc. 2009 - 2009
PulteGroup 2004 - 2008
Skills
Process Improvement, Risk Management, Project Management, Business Analysis, Strategic Planning, New Business Development, Financial Analysis, Coaching, Analysis, Finance, Management, Strategy, Business Process, Project Planning, Training
Education
University of Denver - Daniels College of Business 2000 — 2004
BSBA, Business Management
Colorado Academy 1995 — 1999
Lime Tree Sourcing, LLC. Lime Tree Hospitality, LLC. 2014 - Present
SR Cutty January 2013 - October 2014
Charles Schwab 2012 - 2013
PulteGroup 2010 - 2012
LenderLive Network, Inc. 2009 - 2009
PulteGroup 2004 - 2008
Skills
Process Improvement, Risk Management, Project Management, Business Analysis, Strategic Planning, New Business Development, Financial Analysis, Coaching, Analysis, Finance, Management, Strategy, Business Process, Project Planning, Training
Education
University of Denver - Daniels College of Business 2000 — 2004
BSBA, Business Management
Colorado Academy 1995 — 1999
Cathy Sabo Cathy Sabo's Charles Schwab Experience July 2000 - February 2009
Job Global CCO at AXA Rosenberg
Industry Financial Services
Experience
AXA Rosenberg April 2012 - Present
McMorgan & Company LLC July 2010 - March 2012
CJS Consulting May 2009 - July 2010
Charles Schwab July 2000 - February 2009
Bear Stearns July 1999 - July 2000
US Securities and Exchange Commission July 1991 - June 1999
Financial Industry Regulatory Authority October 1986 - June 1991
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business 1982 — 1986
AXA Rosenberg April 2012 - Present
McMorgan & Company LLC July 2010 - March 2012
CJS Consulting May 2009 - July 2010
Charles Schwab July 2000 - February 2009
Bear Stearns July 1999 - July 2000
US Securities and Exchange Commission July 1991 - June 1999
Financial Industry Regulatory Authority October 1986 - June 1991
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business 1982 — 1986
J.P. Scott, CFA, CFP® J.P. Scott, CFA, CFP®'s Charles Schwab Experience November 2005 - August 2015
Job Personal Wealth Advisor
Industry Financial Services
Experience
Buckhead Investment Partners August 2015 - Present
Charles Schwab November 2005 - August 2015
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance, General
Buckhead Investment Partners August 2015 - Present
Charles Schwab November 2005 - August 2015
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA), Finance, General
Thomas Schelble Thomas Schelble's Charles Schwab Experience June 2015 - August 2015
Job Student at the University of Denver
Industry Accounting
Experience
Charles Schwab June 2015 - August 2015
i9 Sports January 2015 - June 2015
OrthoFi May 2014 - September 2014
Beer Capitol Distributing Co., Inc. December 2012 - July 2014
Skills
Financial Analysis, Data Analysis, Research, Learning Quickly, Organization Skills, Financial Statements, Financial Accounting, Social Skills, Social Networking, Creativity Skills, Spanish-speaking, Memorization, Quick Thinker
Education
University of Denver - Daniels College of Business 2015 — 2017
Masters of Accountancy - Valuation, Accounting and Finance
University of Denver 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Marquette University High School 2008 — 2012
Charles Schwab June 2015 - August 2015
i9 Sports January 2015 - June 2015
OrthoFi May 2014 - September 2014
Beer Capitol Distributing Co., Inc. December 2012 - July 2014
Skills
Financial Analysis, Data Analysis, Research, Learning Quickly, Organization Skills, Financial Statements, Financial Accounting, Social Skills, Social Networking, Creativity Skills, Spanish-speaking, Memorization, Quick Thinker
Education
University of Denver - Daniels College of Business 2015 — 2017
Masters of Accountancy - Valuation, Accounting and Finance
University of Denver 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Marquette University High School 2008 — 2012
Cesar Olivares Cesar Olivares's Charles Schwab Experience September 2009 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
SWBC Wealth Management September 2014 - Present
Charles Schwab September 2009 - July 2014
H&R Block February 2008 - September 2009
Morgan Keegan January 2007 - February 2008
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement, Series 65, Asset Allocation, Strategic Financial..., Investments, 401k, Fiscally Responsible, Securities, Social Networking, Team Leadership, Financial Planning
Education
Sam Rayburn
University of Houston
SWBC Wealth Management September 2014 - Present
Charles Schwab September 2009 - July 2014
H&R Block February 2008 - September 2009
Morgan Keegan January 2007 - February 2008
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement, Series 65, Asset Allocation, Strategic Financial..., Investments, 401k, Fiscally Responsible, Securities, Social Networking, Team Leadership, Financial Planning
Education
Sam Rayburn
University of Houston
Devin Patterson's Charles Schwab Experience January 2015 - July 2015
Job Finance Professional
Industry Financial Services
Experience
Charles Schwab January 2015 - July 2015
BECU May 2013 - January 2015
Lowe's Companies, Inc. September 2012 - May 2013
Lowes December 2009 - May 2011
DP Dressage LLC January 2007 - May 2010
Skills
Customer Service, Sales, Management, Time Management, Leadership, Customer Experience, Coaching, Training, Business Planning
Education
Saint Leo University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
University of Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing Research
Charles Schwab January 2015 - July 2015
BECU May 2013 - January 2015
Lowe's Companies, Inc. September 2012 - May 2013
Lowes December 2009 - May 2011
DP Dressage LLC January 2007 - May 2010
Skills
Customer Service, Sales, Management, Time Management, Leadership, Customer Experience, Coaching, Training, Business Planning
Education
Saint Leo University 2010 — 2013
Bachelor of Business Administration (BBA), Business/Managerial Economics
University of Florida 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing Research
Ben Lightfoot, AAMS®'s Charles Schwab Experience December 2014 - Present
Job Client Concierge at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Charles Schwab November 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - November 2012
Webster Bank March 2011 - September 2011
Citizens Bank March 2010 - March 2011
Bank of America July 2008 - March 2010
Bank of America May 2006 - July 2008
Skills
Financial Services, Notary Public, Relationship Management, Account Management, 401k, Mutual Funds, Retirement, Securities, FINRA, Retirement Planning, Series 7, Series 63, AAMS, Sales, Asset Allocation, Series 66
Education
University of Hartford 2009 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Charles Schwab December 2014 - Present
Charles Schwab November 2012 - December 2014
Wells Fargo Advisors, LLC October 2011 - November 2012
Webster Bank March 2011 - September 2011
Citizens Bank March 2010 - March 2011
Bank of America July 2008 - March 2010
Bank of America May 2006 - July 2008
Skills
Financial Services, Notary Public, Relationship Management, Account Management, 401k, Mutual Funds, Retirement, Securities, FINRA, Retirement Planning, Series 7, Series 63, AAMS, Sales, Asset Allocation, Series 66
Education
University of Hartford 2009 — 2011
Bachelor of Arts (B.A.), Organizational Communication
Roberto Lee, PHR MBA Roberto Lee, PHR MBA's Charles Schwab Experience 2008 - 2010
Job Sr. Human Resource Manager "Focus on Moving Operations through Human Capital Support"
Industry Retail
Experience
Dollar General February 2014 - Present
Dollar General February 2010 - February 2014
Charles Schwab 2008 - 2010
Walgreens Health Initiatives 2006 - 2008
Walgreens January 2004 - January 2006
Skills
Employee Relations, Human Resources, Training, Performance Management, Personnel Management, Succession Planning, Analysis, Coaching, Employee Training, Interviews, Hiring, Labor Relations, Leadership, New Hire Orientations, Onboarding, Performance Appraisal, Project Management, Talent Acquisition, Recruiting, Team Building, Talent Management, Management, Temporary Placement, Customer Service, Change Management, Employee Engagement, Leadership Development, College Recruiting, Microsoft Office, Workforce Planning, HRIS, Time Management, Benefits Administration, HR Policies, Sourcing, Retail, Payroll, Sales, Employee Benefits, Team Leadership, Organizational...
Education
University of Florida 1998 — 2002
BS, Sociology and Business
University of Phoenix 2003 — 2005
MBA, Human Resources
Dollar General February 2014 - Present
Dollar General February 2010 - February 2014
Charles Schwab 2008 - 2010
Walgreens Health Initiatives 2006 - 2008
Walgreens January 2004 - January 2006
Skills
Employee Relations, Human Resources, Training, Performance Management, Personnel Management, Succession Planning, Analysis, Coaching, Employee Training, Interviews, Hiring, Labor Relations, Leadership, New Hire Orientations, Onboarding, Performance Appraisal, Project Management, Talent Acquisition, Recruiting, Team Building, Talent Management, Management, Temporary Placement, Customer Service, Change Management, Employee Engagement, Leadership Development, College Recruiting, Microsoft Office, Workforce Planning, HRIS, Time Management, Benefits Administration, HR Policies, Sourcing, Retail, Payroll, Sales, Employee Benefits, Team Leadership, Organizational...
Education
University of Florida 1998 — 2002
BS, Sociology and Business
University of Phoenix 2003 — 2005
MBA, Human Resources
Shawn Weaver's Charles Schwab Experience 1995 - 2002
Job CEO of Concrete Floor Systems
Industry Construction
Experience
Concrete Floor Systems January 2002 - Present
Concrete Floor Systems January 2002 - Present
Charles Schwab 1995 - 2002
Olde Discount Stock Brokers 1994 - 1995
TMC 1992 - 1994
Skills
Renovation, Flooring, Restoration, Contractors, Construction, Contract Negotiation, Concrete, Basements, Building Materials, Construction Management, Green Building, Subcontracting, Tiles, Waterproofing, Contract Management
Education
University of Houston 1992 — 1995
BS, Business
Concrete Floor Systems January 2002 - Present
Concrete Floor Systems January 2002 - Present
Charles Schwab 1995 - 2002
Olde Discount Stock Brokers 1994 - 1995
TMC 1992 - 1994
Skills
Renovation, Flooring, Restoration, Contractors, Construction, Contract Negotiation, Concrete, Basements, Building Materials, Construction Management, Green Building, Subcontracting, Tiles, Waterproofing, Contract Management
Education
University of Houston 1992 — 1995
BS, Business
Cameron Wheeler Cameron Wheeler's Charles Schwab Experience August 2015 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab February 2015 - August 2015
Charles Schwab January 2013 - February 2015
Charles Schwab January 2011 - January 2013
UVV Redlions July 2008 - October 2010
Skills
Series 63, Sales, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Securities, FINRA, Options, Finance, Asset Management, ETFs, Equities, Retirement, Investment Advisory, IRAs, Asset Allocation, Financial Advisory, Separately Managed..., Life Insurance, Strategic Financial..., Wealth Accumulation, Investment Strategies, Financial Services
Education
University of Hawaii at Manoa 2006 — 2008
Bachelor's degree, Sociology/Business
Yavapai College 2004 — 2006
Associates Degree, Criminology
Charles Schwab August 2015 - Present
Charles Schwab February 2015 - August 2015
Charles Schwab January 2013 - February 2015
Charles Schwab January 2011 - January 2013
UVV Redlions July 2008 - October 2010
Skills
Series 63, Sales, Series 7, Investments, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Securities, FINRA, Options, Finance, Asset Management, ETFs, Equities, Retirement, Investment Advisory, IRAs, Asset Allocation, Financial Advisory, Separately Managed..., Life Insurance, Strategic Financial..., Wealth Accumulation, Investment Strategies, Financial Services
Education
University of Hawaii at Manoa 2006 — 2008
Bachelor's degree, Sociology/Business
Yavapai College 2004 — 2006
Associates Degree, Criminology
Kaipo Masicampo Kaipo Masicampo's Charles Schwab Experience April 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab August 2011 - April 2015
Union Bank of Switzerland June 2010 - August 2010
Hawaii Financial Management August 2009 - December 2009
Education
University of Hawaii - College of Business Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Damien Memorial High School 2002 — 2006
Charles Schwab April 2015 - Present
Charles Schwab August 2011 - April 2015
Union Bank of Switzerland June 2010 - August 2010
Hawaii Financial Management August 2009 - December 2009
Education
University of Hawaii - College of Business Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Damien Memorial High School 2002 — 2006
Jane Wycoff Jane Wycoff's Charles Schwab Experience September 2014 - Present
Job UX/UI Web Developer at Charles Schwab
Industry Graphic Design
Experience
Charles Schwab September 2014 - Present
optionsXpress by Charles Schwab May 2012 - September 2014
Freelance 2009 - 2014
Jones Lang LaSalle July 2011 - May 2012
Jones Lang LaSalle July 2010 - July 2011
Jones Lang LaSalle January 2008 - July 2010
McMaster-Carr March 2007 - January 2008
Triumph Books Publishing June 2005 - November 2005
Skills
Keynote, Adobe Creative Suite, Flash, Wordpress, Project Management, Interaction Design, CSS, Email Marketing, Photoshop, WordPress, Marketing, User Experience, Web Development, Marketing Strategy, Advertising, Management, Corporate Branding, HTML 5, CMS, JavaScript, Photography, Typography, Graphics, HTML5, Web Design, Graphic Design, Logo Design
Education
University of Illinois at Chicago 2003 — 2006
Bachelor of Arts (B.A.), Graphic Design, Minor Art History
Charles Schwab September 2014 - Present
optionsXpress by Charles Schwab May 2012 - September 2014
Freelance 2009 - 2014
Jones Lang LaSalle July 2011 - May 2012
Jones Lang LaSalle July 2010 - July 2011
Jones Lang LaSalle January 2008 - July 2010
McMaster-Carr March 2007 - January 2008
Triumph Books Publishing June 2005 - November 2005
Skills
Keynote, Adobe Creative Suite, Flash, Wordpress, Project Management, Interaction Design, CSS, Email Marketing, Photoshop, WordPress, Marketing, User Experience, Web Development, Marketing Strategy, Advertising, Management, Corporate Branding, HTML 5, CMS, JavaScript, Photography, Typography, Graphics, HTML5, Web Design, Graphic Design, Logo Design
Education
University of Illinois at Chicago 2003 — 2006
Bachelor of Arts (B.A.), Graphic Design, Minor Art History
Serge Mallat, CLTC Serge Mallat, CLTC's Charles Schwab Experience 1993 - 2003
Job Agency Director of Financial Planning
Industry Financial Services
Experience
Mass Mutual November 2006 - Present
Mass Mutual November 2006 - Present
AXA Advisors June 2005 - November 2006
LaSalle Broker Dealer October 2003 - May 2005
Charles Schwab 1993 - 2003
Skills
Investments, Insurance, Leadership, Securities, Sales, Finance, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Management, 401k, Estate Planning, Team Building, Small Business, Financial Services, Customer Service, New Business Development
Education
University of Florida 1988 — 1991
Mass Mutual November 2006 - Present
Mass Mutual November 2006 - Present
AXA Advisors June 2005 - November 2006
LaSalle Broker Dealer October 2003 - May 2005
Charles Schwab 1993 - 2003
Skills
Investments, Insurance, Leadership, Securities, Sales, Finance, Retirement Planning, Fixed Annuities, Retirement, Disability Insurance, Life Insurance, Long-term Care, Mutual Funds, Wealth Management, 401k, Estate Planning, Team Building, Small Business, Financial Services, Customer Service, New Business Development
Education
University of Florida 1988 — 1991
Mike Malkemes's Charles Schwab Experience 1997 - 2002
Job Board Member at Loving Houston
Industry Nonprofit Organization Management
Experience
Loving Houston 2014 - Present
Generation One January 2007 - Present
Charles Schwab 1997 - 2002
United States Marine Corps May 1989 - December 1993
Skills
Volunteer Management, Non-profits, Public Speaking, Fundraising, Community Outreach, Organizational..., Leadership, Program Development, Community Development, Program Management, Event Management, New Business Development, Small Business, Project Planning, Grants, Board Development, Business Development, Stewardship, Strategic Communications, Volunteer Recruiting, Non-profit..., Public Policy, Building Relationships, Volunteer Training, Preaching, Nonprofits, Missions, Community Organizing, Community Engagement, Team Building, Proposal Writing, Strategic Planning, Grant Writing, Non-profit Leadership, Fundraisers, Philanthropy, Leadership Development, Event Planning, Public Relations, Entrepreneurship, Discipleship, Non-profit Board..., Staff Development, Religion, Social Networking, Pastoral Counseling, Strategic Partnerships, Pastoral Care, Coaching, Workshop Facilitation
Education
University of Houston-Downtown 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Loving Houston 2014 - Present
Generation One January 2007 - Present
Charles Schwab 1997 - 2002
United States Marine Corps May 1989 - December 1993
Skills
Volunteer Management, Non-profits, Public Speaking, Fundraising, Community Outreach, Organizational..., Leadership, Program Development, Community Development, Program Management, Event Management, New Business Development, Small Business, Project Planning, Grants, Board Development, Business Development, Stewardship, Strategic Communications, Volunteer Recruiting, Non-profit..., Public Policy, Building Relationships, Volunteer Training, Preaching, Nonprofits, Missions, Community Organizing, Community Engagement, Team Building, Proposal Writing, Strategic Planning, Grant Writing, Non-profit Leadership, Fundraisers, Philanthropy, Leadership Development, Event Planning, Public Relations, Entrepreneurship, Discipleship, Non-profit Board..., Staff Development, Religion, Social Networking, Pastoral Counseling, Strategic Partnerships, Pastoral Care, Coaching, Workshop Facilitation
Education
University of Houston-Downtown 1993 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
David Loughlin's Charles Schwab Experience December 2000 - November 2004
Job CX/UX Strategy at VMware
Industry Internet
Experience
VMware October 2013 - Present
Alacrinet November 2011 - October 2013
Yahoo! May 2010 - November 2011
Banknotes-International January 2006 - June 2010
eBay Inc January 2006 - December 2006
Symantec January 2005 - January 2006
Charles Schwab December 2000 - November 2004
Accenture 1998 - 2000
Accenture January 1997 - January 1998
Accenture January 1996 - January 1997
Skills
Product Management, User Experience, E-commerce, SaaS, Analytics, Product Marketing, Web Analytics, Mobile Devices, Enterprise Software, Cloud Computing, Mobile Applications, Cross-functional Team..., Information Technology..., Systems Design &..., Business Intelligence, Strategic Partnerships, Strategy
Education
University of Hawaii at Manoa
BBA, Management of Information Technology / Business Administration
VMware October 2013 - Present
Alacrinet November 2011 - October 2013
Yahoo! May 2010 - November 2011
Banknotes-International January 2006 - June 2010
eBay Inc January 2006 - December 2006
Symantec January 2005 - January 2006
Charles Schwab December 2000 - November 2004
Accenture 1998 - 2000
Accenture January 1997 - January 1998
Accenture January 1996 - January 1997
Skills
Product Management, User Experience, E-commerce, SaaS, Analytics, Product Marketing, Web Analytics, Mobile Devices, Enterprise Software, Cloud Computing, Mobile Applications, Cross-functional Team..., Information Technology..., Systems Design &..., Business Intelligence, Strategic Partnerships, Strategy
Education
University of Hawaii at Manoa
BBA, Management of Information Technology / Business Administration
fanny choi fanny choi's Charles Schwab Experience July 2000 - October 2012
Job
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Charles Schwab July 2000 - October 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63
Education
University of Hawaii at Manoa
Merrill Edge November 2012 - Present
Charles Schwab July 2000 - October 2012
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63
Education
University of Hawaii at Manoa
Anthony Gaiffe, CFP® Anthony Gaiffe, CFP®'s Charles Schwab Experience September 2010 - January 2012
Job Financial Advisor at Premier Advisors, LLC.
Industry Financial Services
Experience
Premier Advisors, LLC. May 2013 - Present
Hawkins Wealth Management July 2012 - March 2013
Schwab Investment Advisory Services, Inc. January 2012 - July 2012
Charles Schwab September 2010 - January 2012
Charles Schwab September 2005 - September 2010
T. Rowe Price May 1999 - February 2005
Skills
Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial..., Stock Market, ETFs, Options Strategies
Education
University of Florida 1994 — 1998
Bachelor's degree, Economics
HHS IBP
Premier Advisors, LLC. May 2013 - Present
Hawkins Wealth Management July 2012 - March 2013
Schwab Investment Advisory Services, Inc. January 2012 - July 2012
Charles Schwab September 2010 - January 2012
Charles Schwab September 2005 - September 2010
T. Rowe Price May 1999 - February 2005
Skills
Wealth Management, Portfolio Management, Modeling Portfolios, Customer Service, Retirement Planning, Market Research, Strategic Financial..., Stock Market, ETFs, Options Strategies
Education
University of Florida 1994 — 1998
Bachelor's degree, Economics
HHS IBP
Paul Fornataro's Charles Schwab Experience 2005 - 2013
Job Private Client Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
TD Ameritrade December 2013 - Present
TDECU June 2013 - December 2013
Charles Schwab 2005 - 2013
TD Waterhouse 1999 - 2005
Skills
Securities, Mutual Funds, Fixed Income, Wealth Management, Strategic Financial..., Series 7, 9, 10, 63, 66, (AAMS) Accredited Asset..., (CRPS) Chartered..., (CRPC) Chartered..., Compliance, Retirement Planning, 401k, Equities, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Investment Strategies, Risk Management
Education
University of Houston
Bachelor of Science, Business & Commerce, Major in Finance
John Harrison, MBA John Harrison, MBA's Charles Schwab Experience August 2006 - January 2008
Job Market Development Specialist, Skin & Other AWC
Industry Medical Devices
Experience
Smith & Nephew June 2015 - Present
Cassidy & Company July 2014 - April 2015
PwC September 2013 - March 2014
Ultimate Medical Academy July 2010 - September 2011
Reliant Technology February 2010 - July 2010
Enterprise Rent-A-Car September 2008 - January 2010
Charles Schwab August 2006 - January 2008
Skills
Management, Leadership, Marketing, Microsoft Excel, Project Management, Sales, Public Speaking, Finance, Data Analysis, Program Management, Customer Service, Report Writing, Salesforce.com, Budgets, MS Project, Social Media, Analysis, Visio, Forecasting, SPSS, Crystal Reports
Education
University of Tampa 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Florida 2002 — 2006
Bachelor's Degree, Economics
Smith & Nephew June 2015 - Present
Cassidy & Company July 2014 - April 2015
PwC September 2013 - March 2014
Ultimate Medical Academy July 2010 - September 2011
Reliant Technology February 2010 - July 2010
Enterprise Rent-A-Car September 2008 - January 2010
Charles Schwab August 2006 - January 2008
Skills
Management, Leadership, Marketing, Microsoft Excel, Project Management, Sales, Public Speaking, Finance, Data Analysis, Program Management, Customer Service, Report Writing, Salesforce.com, Budgets, MS Project, Social Media, Analysis, Visio, Forecasting, SPSS, Crystal Reports
Education
University of Tampa 2011 — 2014
Master of Business Administration (M.B.A.), Finance
University of Florida 2002 — 2006
Bachelor's Degree, Economics
Albert A. Yeste's Charles Schwab Experience January 2012 - May 2014
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable June 2014 - Present
Charles Schwab January 2012 - May 2014
Stonewood Holdings LLC. January 2008 - August 2011
United States Marine Corps August 2003 - August 2007
Skills
Management, Financial Analysis, Relationship Management, Sales, Finance, Leadership, Public Speaking, Solution Development, Establish & Maintain..., Training, Logistics, Solution Implementation, Variable Annuities, Tax Advisory, High Net Worth..., Charitable Gift Planning, Private Equity, Donor Advised Funds, C-Corp, 501c3, Investments, Fundraising, Customer Service, Nonprofits, Strategic Planning, Philanthropy
Education
University of Florida 2007 — 2011
Bachelor of Arts (BA), English and Business with a focus in Entrepreneurship
Fidelity Charitable June 2014 - Present
Charles Schwab January 2012 - May 2014
Stonewood Holdings LLC. January 2008 - August 2011
United States Marine Corps August 2003 - August 2007
Skills
Management, Financial Analysis, Relationship Management, Sales, Finance, Leadership, Public Speaking, Solution Development, Establish & Maintain..., Training, Logistics, Solution Implementation, Variable Annuities, Tax Advisory, High Net Worth..., Charitable Gift Planning, Private Equity, Donor Advised Funds, C-Corp, 501c3, Investments, Fundraising, Customer Service, Nonprofits, Strategic Planning, Philanthropy
Education
University of Florida 2007 — 2011
Bachelor of Arts (BA), English and Business with a focus in Entrepreneurship
Tim McKenney Tim McKenney's Charles Schwab Experience January 2012 - June 2013
Job Business Service Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Morgan Stanley June 2015 - Present
Morgan Stanley Wealth Management July 2013 - May 2015
Charles Schwab January 2012 - June 2013
CDW August 2011 - January 2012
Golfer May 2010 - August 2011
Education
University of Florida 2006 — 2010
Bachelors of Science, Sport Management
Andrea Ulrich Andrea Ulrich's Charles Schwab Experience July 2011 - March 2013
Job Represenative, Interactive Advertising at Universal Orlando
Industry Marketing and Advertising
Experience
Universal Orlando March 2013 - Present
Charles Schwab July 2011 - March 2013
MarketLeverage Interactive Advertising October 2010 - April 2011
Lake Nona Golf & Country Club July 2006 - December 2010
MarketLeverage Interactive Advertising June 2010 - September 2010
MarketLeverage Interactive Advertising August 2009 - June 2010
Sharks and Minnows Swim School July 2006 - August 2009
Lockheed Martin, Missiles & Fire Control May 2008 - August 2008
Skills
Social Media, Online Advertising, Advertising, Salesforce.com, Marketing, Customer Service, Social Media Marketing, Event Planning, PowerPoint, Microsoft Excel, Account Management, Event Management, Microsoft Office, Marketing Communications, Google Adwords, Google Analytics, Project Management, Wordpress, Securities, Microsoft Word
Education
University of Florida 2005 — 2009
BS, Marketing, French
Management and Business Institute of Paris 2007 — 2007
B.S., Marketing
Universal Orlando March 2013 - Present
Charles Schwab July 2011 - March 2013
MarketLeverage Interactive Advertising October 2010 - April 2011
Lake Nona Golf & Country Club July 2006 - December 2010
MarketLeverage Interactive Advertising June 2010 - September 2010
MarketLeverage Interactive Advertising August 2009 - June 2010
Sharks and Minnows Swim School July 2006 - August 2009
Lockheed Martin, Missiles & Fire Control May 2008 - August 2008
Skills
Social Media, Online Advertising, Advertising, Salesforce.com, Marketing, Customer Service, Social Media Marketing, Event Planning, PowerPoint, Microsoft Excel, Account Management, Event Management, Microsoft Office, Marketing Communications, Google Adwords, Google Analytics, Project Management, Wordpress, Securities, Microsoft Word
Education
University of Florida 2005 — 2009
BS, Marketing, French
Management and Business Institute of Paris 2007 — 2007
B.S., Marketing
Kent Hunter Kent Hunter's Charles Schwab Experience 2004 - 2010
Job Options Business Manager
Industry Capital Markets
Experience
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Michele Noonan Michele Noonan's Charles Schwab Experience Managing ConsultantBKD, LLPJanuary 2001 - June 2008
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Managing ConsultantBKD, LLPJanuary 2001 - June 2008
Merrill Lynch 1996 - 2001
Merrill Lynch 1996 - 2001
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance, Marketing
Charles Schwab Managing ConsultantBKD, LLPJanuary 2001 - June 2008
Merrill Lynch 1996 - 2001
Merrill Lynch 1996 - 2001
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance, Marketing
Victoria Powers, PHR Victoria Powers, PHR's Charles Schwab Experience January 2015 - Present
Job Talent Advisor at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Great-West Financial April 2007 - January 2015
ManpowerGroup 2006 - 2007
180 Connect 2005 - 2006
CedarCrestone 2002 - 2005
Technical Recruiter May 2002 - October 2002
Oracle 1998 - 2002
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Sourcing, Internet Recruiting, Onboarding, Applicant Tracking..., SDLC, Employee Benefits, College Recruiting, Financial Services, Temporary Placement, Vendor Management, Hiring, Executive Search, Employer Branding, Interviews, Talent Management, Process Improvement, Consulting, HRIS, Human Resources, Deferred Compensation, Networking, Employee Engagement, HR Consulting, Building Relationships, Succession Planning, Employment Law, Change Management, Resource Management, Employee Relations, Screening
Education
University of Florida
BS
Charles Schwab January 2015 - Present
Great-West Financial April 2007 - January 2015
ManpowerGroup 2006 - 2007
180 Connect 2005 - 2006
CedarCrestone 2002 - 2005
Technical Recruiter May 2002 - October 2002
Oracle 1998 - 2002
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Sourcing, Internet Recruiting, Onboarding, Applicant Tracking..., SDLC, Employee Benefits, College Recruiting, Financial Services, Temporary Placement, Vendor Management, Hiring, Executive Search, Employer Branding, Interviews, Talent Management, Process Improvement, Consulting, HRIS, Human Resources, Deferred Compensation, Networking, Employee Engagement, HR Consulting, Building Relationships, Succession Planning, Employment Law, Change Management, Resource Management, Employee Relations, Screening
Education
University of Florida
BS
David Pritikin David Pritikin's Charles Schwab Experience April 2006 - December 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
David M Kroner, CFP®'s Charles Schwab Experience April 2000 - Present
Job Senior Team Manager, Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
Charles Schwab April 2000 - Present
American Express Financial Advisors August 1999 - April 2000
Skills
Series 7, Certified Financial..., Wealth Management, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Investments, Mutual Funds, Securities, Options Strategies, Coaching, Sales Management
Education
University of Evansville 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Marketing
Charles Schwab April 2000 - Present
American Express Financial Advisors August 1999 - April 2000
Skills
Series 7, Certified Financial..., Wealth Management, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Investments, Mutual Funds, Securities, Options Strategies, Coaching, Sales Management
Education
University of Evansville 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Marketing
Shannon Dowd Charles Schwab Shannon Dowd Charles Schwab's Charles Schwab Experience November 1999 - Present
Job Shannon Dowd VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 1999 - Present
Education
CFA Institute 2001 — 2004
Chartered Financial Analyst (CFA), Finance, General
University of Hawaii - College of Business Administration 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Charles Schwab November 1999 - Present
Education
CFA Institute 2001 — 2004
Chartered Financial Analyst (CFA), Finance, General
University of Hawaii - College of Business Administration 1993 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
F Michael Kyle's Charles Schwab Experience 1995 - 2000
Job Experienced Customer Service Professional
Industry Consumer Services
Experience
SpaFinder September 2010 - November 2011
Cablevision April 2008 - June 2009
Banc of America Investments April 2005 - September 2006
Dun & Bradstreet 2002 - 2004
Network Solutions/VeriSign 2000 - 2002
Charles Schwab 1995 - 2000
Sprint Nextel 1990 - 1995
Xerox 1981 - 1990
Skills
Customer Service, Call Center, Customer Satisfaction, Telecommunications, Customer Relations, Customer Retention, Vendor Management, Project Management, Recruiting, Management, Leadership, Call Centers, Team Building, Salesforce.com, CRM, Retail, B2B, Product Management, Outsourcing, Process Improvement, Negotiation, Sales, Account Management, Strategy, Customer Experience, Cross-functional Team..., New Business Development, Sales Operations, Team Leadership, Start-ups, Business Development, Strategic Partnerships, Sales Management, VoIP, SaaS, E-commerce, Strategic Planning, Change Management, Employee Engagement, Business Analysis, Forecasting, Training, P&L Management, Business Process..., Operations Management, Executive Management, Contract Negotiation, Coaching, Budgets, Performance Management
Education
University of St. Thomas - Opus College of Business 1979 — 1981
MBA
University of Houston 1971 — 1973
BBA
SpaFinder September 2010 - November 2011
Cablevision April 2008 - June 2009
Banc of America Investments April 2005 - September 2006
Dun & Bradstreet 2002 - 2004
Network Solutions/VeriSign 2000 - 2002
Charles Schwab 1995 - 2000
Sprint Nextel 1990 - 1995
Xerox 1981 - 1990
Skills
Customer Service, Call Center, Customer Satisfaction, Telecommunications, Customer Relations, Customer Retention, Vendor Management, Project Management, Recruiting, Management, Leadership, Call Centers, Team Building, Salesforce.com, CRM, Retail, B2B, Product Management, Outsourcing, Process Improvement, Negotiation, Sales, Account Management, Strategy, Customer Experience, Cross-functional Team..., New Business Development, Sales Operations, Team Leadership, Start-ups, Business Development, Strategic Partnerships, Sales Management, VoIP, SaaS, E-commerce, Strategic Planning, Change Management, Employee Engagement, Business Analysis, Forecasting, Training, P&L Management, Business Process..., Operations Management, Executive Management, Contract Negotiation, Coaching, Budgets, Performance Management
Education
University of St. Thomas - Opus College of Business 1979 — 1981
MBA
University of Houston 1971 — 1973
BBA
Michelle Vurdelja's Charles Schwab Experience May 2011 - February 2012
Job Compensation Consultant at Magellan Health
Industry Staffing and Recruiting
Experience
Magellan Health September 2014 - Present
Twin Talent LLC December 2012 - December 2014
ChangeLabs June 2014 - September 2014
The Broe Group March 2014 - June 2014
Cochlear August 2013 - October 2013
ServiceSource February 2012 - June 2013
Charles Schwab May 2011 - February 2012
Comcast Cable, West Division April 2010 - May 2011
P2 Energy Solutions March 2010 - April 2010
Level 3 Communications June 2008 - December 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, College Recruiting, Strategic Sourcing, Performance Metrics, HR Metrics, Technical Recruiting, Contract Recruitment, Compensations, Talent Management, Talent Mining, Competency Based..., Behavioral Interviewing, Business Analysis, Corporate Recruiting, Financial Recruiting, Executive Level..., PeopleSoft, Training, Deferred Compensation, CRM, Strategy
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA
University of Michigan 1987 — 1991
BA
Lahser
Magellan Health September 2014 - Present
Twin Talent LLC December 2012 - December 2014
ChangeLabs June 2014 - September 2014
The Broe Group March 2014 - June 2014
Cochlear August 2013 - October 2013
ServiceSource February 2012 - June 2013
Charles Schwab May 2011 - February 2012
Comcast Cable, West Division April 2010 - May 2011
P2 Energy Solutions March 2010 - April 2010
Level 3 Communications June 2008 - December 2009
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Onboarding, College Recruiting, Strategic Sourcing, Performance Metrics, HR Metrics, Technical Recruiting, Contract Recruitment, Compensations, Talent Management, Talent Mining, Competency Based..., Behavioral Interviewing, Business Analysis, Corporate Recruiting, Financial Recruiting, Executive Level..., PeopleSoft, Training, Deferred Compensation, CRM, Strategy
Education
University of Denver - Daniels College of Business 1997 — 1999
MBA
University of Michigan 1987 — 1991
BA
Lahser
Chip Hartney's Charles Schwab Experience July 2014 - Present
Job Sr. DW Data Modeler / Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2014 - Present
The Datamology Company 2002 - Present
Ambulance Gateway 2013 - Present
Colorado Community College System November 2013 - June 2014
Colorado Community College System May 2011 - November 2013
Janus Capital Group October 2010 - May 2011
Wyant Data Systems June 2010 - September 2010
State of Colorado December 2009 - June 2010
US Perspectives January 2009 - December 2009
Assured Systems, Inc 2007 - 2009
Skills
Business Intelligence, Business Intelligence..., Data Analysis, Data Governance, Data Marts, Data Migration, Data Modeling, Data Warehousing, Data Warehouse..., Database Design, Dimensional Modeling, ERD, ETL, Master Data Management, Operational Systems, Software Project..., SQL, Star Schema, Statistics, Requirements Analysis, Requirements Gathering, Data Mining, Erwin, Enterprise Architecture, Data Integration, Enterprise Software, Business Analysis, Databases, DB2, Microsoft SQL Server, Dashboard, CRM, Analysis, Java, Web Applications, Relational Databases, Cognos, OLAP, SDLC, PL/SQL, Business Objects, Agile Methodologies, SSIS, Informatica, SSRS
Education
University of Denver - Daniels College of Business 2009 — 2010
MS
University of Iowa 1983 — 1984
Secondary Teaching Certification
University of Illinois at Urbana-Champaign 1975 — 1979
BS
Charles Schwab July 2014 - Present
The Datamology Company 2002 - Present
Ambulance Gateway 2013 - Present
Colorado Community College System November 2013 - June 2014
Colorado Community College System May 2011 - November 2013
Janus Capital Group October 2010 - May 2011
Wyant Data Systems June 2010 - September 2010
State of Colorado December 2009 - June 2010
US Perspectives January 2009 - December 2009
Assured Systems, Inc 2007 - 2009
Skills
Business Intelligence, Business Intelligence..., Data Analysis, Data Governance, Data Marts, Data Migration, Data Modeling, Data Warehousing, Data Warehouse..., Database Design, Dimensional Modeling, ERD, ETL, Master Data Management, Operational Systems, Software Project..., SQL, Star Schema, Statistics, Requirements Analysis, Requirements Gathering, Data Mining, Erwin, Enterprise Architecture, Data Integration, Enterprise Software, Business Analysis, Databases, DB2, Microsoft SQL Server, Dashboard, CRM, Analysis, Java, Web Applications, Relational Databases, Cognos, OLAP, SDLC, PL/SQL, Business Objects, Agile Methodologies, SSIS, Informatica, SSRS
Education
University of Denver - Daniels College of Business 2009 — 2010
MS
University of Iowa 1983 — 1984
Secondary Teaching Certification
University of Illinois at Urbana-Champaign 1975 — 1979
BS
Brian Adams's Charles Schwab Experience November 1999 - August 2004
Job
Industry Financial Services
Experience
Opus Capital Markets Consultants July 2014 - Present
FNC September 2010 - July 2014
Veros December 2007 - September 2010
Ocwen Financial August 2004 - August 2007
Charles Schwab November 1999 - August 2004
Skills
Mortgage Lending, Loans, Asset Managment, Risk Management, Portfolio Management, Valuation, Capital Markets, Loan Origination, Loan Servicing, Business Development, Real Estate, Financial Risk, Due Diligence, Strategy, Sales, Direct Sales, Banking, Asset Management
Education
Rollins College Crummer Business School
MBA
University of Florida 1994 — 1998
BS, Finance
Lake Howell High School
Opus Capital Markets Consultants July 2014 - Present
FNC September 2010 - July 2014
Veros December 2007 - September 2010
Ocwen Financial August 2004 - August 2007
Charles Schwab November 1999 - August 2004
Skills
Mortgage Lending, Loans, Asset Managment, Risk Management, Portfolio Management, Valuation, Capital Markets, Loan Origination, Loan Servicing, Business Development, Real Estate, Financial Risk, Due Diligence, Strategy, Sales, Direct Sales, Banking, Asset Management
Education
Rollins College Crummer Business School
MBA
University of Florida 1994 — 1998
BS, Finance
Lake Howell High School
Jennifer Record Schmidt's Charles Schwab Experience September 2008 - September 2009
Job Client Service Manager at CornerCap Investment Counsel
Industry Financial Services
Experience
CornerCap Investment Counsel September 2009 - Present
Charles Schwab September 2008 - September 2009
B.C. Ziegler & Co. September 2006 - September 2008
Dillards May 2005 - September 2006
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
CornerCap Investment Counsel September 2009 - Present
Charles Schwab September 2008 - September 2009
B.C. Ziegler & Co. September 2006 - September 2008
Dillards May 2005 - September 2006
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
David Kevane's Charles Schwab Experience Director, Vendor ManagementSchwab2006 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Director, Vendor ManagementSchwab2006 - Present
MCI 1996 - 2006
Verizon Business 1996 - 2006
Education
University of Georgia - Terry College of Business 1994 — 1996
MBA
University of Pennsylvania 1986 — 1990
colegio san ignacio 1980 — 1986
Charles Schwab Director, Vendor ManagementSchwab2006 - Present
MCI 1996 - 2006
Verizon Business 1996 - 2006
Education
University of Georgia - Terry College of Business 1994 — 1996
MBA
University of Pennsylvania 1986 — 1990
colegio san ignacio 1980 — 1986
Tina Norwood's Charles Schwab Experience September 2012 - March 2014
Job Traffic/Project Manager at Austin Energy
Industry Financial Services
Experience
Traffic/Project Manager at Austin Energy July 2015 - Present
SunPower Corporation May 2014 - November 2014
Charles Schwab September 2012 - March 2014
AMD March 2009 - April 2011
AMD January 2007 - November 2008
SelectYourRate January 2005 - October 2006
Lopez Negrete Communications March 2002 - April 2003
Skills
Marketing Communications, Email Marketing, Integrated Marketing, Account Management, Strategy, Product Marketing, Cross-functional Team..., Project Management, Salesforce.com, Management, CRM, Program Management, Digital Marketing, Marketing, Strategic Partnerships, Business Development, Leadership
Education
University of Houston 1980 — 1985
Bachelor of Science (B.Sc.), Psychology
Traffic/Project Manager at Austin Energy July 2015 - Present
SunPower Corporation May 2014 - November 2014
Charles Schwab September 2012 - March 2014
AMD March 2009 - April 2011
AMD January 2007 - November 2008
SelectYourRate January 2005 - October 2006
Lopez Negrete Communications March 2002 - April 2003
Skills
Marketing Communications, Email Marketing, Integrated Marketing, Account Management, Strategy, Product Marketing, Cross-functional Team..., Project Management, Salesforce.com, Management, CRM, Program Management, Digital Marketing, Marketing, Strategic Partnerships, Business Development, Leadership
Education
University of Houston 1980 — 1985
Bachelor of Science (B.Sc.), Psychology
Jeffrey Mazik's Charles Schwab Experience May 2007 - May 2008
Job Senior Practice Leader Fraud Control Program at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2012 - Present
Kaiser Permanente May 2008 - March 2012
Charles Schwab May 2007 - May 2008
Charles Schwab November 1995 - May 2007
American Savings Bank November 1991 - November 1995
First Nationwide Bank February 1988 - November 1991
Skills
Data Center, Insurance, Quality Assurance, IT Management, Finance, IT Audit, Auditing, Sarbanes-Oxley Act, Project Management, SDLC, Financial Risk, Internal Audit, Internal Controls, HIPAA, Software Development, Project Planning, Business Process..., CISA, Information Security, Disaster Recovery, Enterprise Risk..., Sarbanes-Oxley, Process Improvement, Strategy, Risk Management, Governance, Leadership, Program Management, Risk Assessment, Oracle, Information Technology, Access, Fraud, Management, Information Security..., Business Process, COSO, COBIT, SAS70, PeopleSoft, Business Continuity, PCI DSS, Vendor Management, IT Strategy, Fraud Prevention
Education
University of Houston, C.T. Bauer College of Business
Kaiser Permanente March 2012 - Present
Kaiser Permanente May 2008 - March 2012
Charles Schwab May 2007 - May 2008
Charles Schwab November 1995 - May 2007
American Savings Bank November 1991 - November 1995
First Nationwide Bank February 1988 - November 1991
Skills
Data Center, Insurance, Quality Assurance, IT Management, Finance, IT Audit, Auditing, Sarbanes-Oxley Act, Project Management, SDLC, Financial Risk, Internal Audit, Internal Controls, HIPAA, Software Development, Project Planning, Business Process..., CISA, Information Security, Disaster Recovery, Enterprise Risk..., Sarbanes-Oxley, Process Improvement, Strategy, Risk Management, Governance, Leadership, Program Management, Risk Assessment, Oracle, Information Technology, Access, Fraud, Management, Information Security..., Business Process, COSO, COBIT, SAS70, PeopleSoft, Business Continuity, PCI DSS, Vendor Management, IT Strategy, Fraud Prevention
Education
University of Houston, C.T. Bauer College of Business
Felix Cruz's Charles Schwab Experience 1989 - 1997
Job Retired
Industry Information Technology and Services
Experience
Retired March 2015 - Present
CSC August 2011 - March 2015
Synergy Services May 2009 - July 2011
IBM March 2006 - May 2009
Gap Inc May 1998 - March 2006
Wells Fargo Bank November 1997 - May 1998
Charles Schwab 1989 - 1997
Education
Technical 1976 — 1978
Associate, computer science
University of Illinois at Chicago 1973 — 1976
Math - Computer Science
Retired March 2015 - Present
CSC August 2011 - March 2015
Synergy Services May 2009 - July 2011
IBM March 2006 - May 2009
Gap Inc May 1998 - March 2006
Wells Fargo Bank November 1997 - May 1998
Charles Schwab 1989 - 1997
Education
Technical 1976 — 1978
Associate, computer science
University of Illinois at Chicago 1973 — 1976
Math - Computer Science
Shari Humston - PMP's Charles Schwab Experience March 2013 - Present
Job Training Project Manager at Charles Schwab
Industry Computer Software
Experience
Charles Schwab March 2013 - Present
ProBuild Holdings January 2010 - September 2012
Oracle February 2004 - August 2010
Comcast March 1997 - July 2003
U S WEST October 1987 - March 1997
Skills
Training, Training Delivery, Instructional Design, Instructor-led Training, Course Creation, Communication, Business Analysis, Requirements Gathering, Team Facilitation, Virtual Teams, Technical Course..., Adult Education, Project Management, Curriculum Development, Business Process..., Leadership, Supervision, Measurement Systems, Follow Through, Close Attention to..., Delivering projects on..., Program Management, Change Management, Cross-functional Team..., ERP, Software Documentation, Budgets, Team Building, Management, Vendor Management, Software Development, Databases, Project Portfolio..., Recruiting
Education
University of Denver 1994 — 1996
Certification, Telecommunications Management
State University of New York
B.S., Marketing & Management
Charles Schwab March 2013 - Present
ProBuild Holdings January 2010 - September 2012
Oracle February 2004 - August 2010
Comcast March 1997 - July 2003
U S WEST October 1987 - March 1997
Skills
Training, Training Delivery, Instructional Design, Instructor-led Training, Course Creation, Communication, Business Analysis, Requirements Gathering, Team Facilitation, Virtual Teams, Technical Course..., Adult Education, Project Management, Curriculum Development, Business Process..., Leadership, Supervision, Measurement Systems, Follow Through, Close Attention to..., Delivering projects on..., Program Management, Change Management, Cross-functional Team..., ERP, Software Documentation, Budgets, Team Building, Management, Vendor Management, Software Development, Databases, Project Portfolio..., Recruiting
Education
University of Denver 1994 — 1996
Certification, Telecommunications Management
State University of New York
B.S., Marketing & Management
Tom Britton's Charles Schwab Experience September 2002 - February 2007
Job Sr. Program Manager at Okta, Inc.
Industry Internet
Experience
Okta, Inc. May 2014 - Present
PayPal July 2010 - May 2014
StubHub May 2008 - June 2010
PayPal February 2007 - May 2008
Charles Schwab September 2002 - February 2007
Charles Schwab February 2000 - September 2002
World Savings Bank March 1999 - February 2000
University of Florida January 1996 - February 1999
United States Air Force 1988 - 1992
Skills
Management, Leadership, E-commerce, Analytics, Scrum, Software Project..., SDLC, Cross-functional Team..., Program Management, Vendor Management, Software Development, Web Analytics, Mobile Applications, E-payments, Project Management, Teamwork, Scalability, PMP, Mobile Payments, Strategic Partnerships, Mobile Devices, Requirements Analysis, Payments
Education
University of Florida
B.A., German
Okta, Inc. May 2014 - Present
PayPal July 2010 - May 2014
StubHub May 2008 - June 2010
PayPal February 2007 - May 2008
Charles Schwab September 2002 - February 2007
Charles Schwab February 2000 - September 2002
World Savings Bank March 1999 - February 2000
University of Florida January 1996 - February 1999
United States Air Force 1988 - 1992
Skills
Management, Leadership, E-commerce, Analytics, Scrum, Software Project..., SDLC, Cross-functional Team..., Program Management, Vendor Management, Software Development, Web Analytics, Mobile Applications, E-payments, Project Management, Teamwork, Scalability, PMP, Mobile Payments, Strategic Partnerships, Mobile Devices, Requirements Analysis, Payments
Education
University of Florida
B.A., German
Mark Vandepoll's Charles Schwab Experience Schwab Trade Activity Portal
Job Schwab Trade Activity Portal (STAP) Administrator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Schwab Trade Activity Portal
Education
University of Guelph 1988 — 1992
Commerce
Charles Schwab Schwab Trade Activity Portal
Education
University of Guelph 1988 — 1992
Commerce
Chris Allen, CFP's Charles Schwab Experience 1999 - Present
Job Sr. Broker at Schwab & Co. Inc
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Charles Schwab 1997 - 1999
DE Wine Investment Banking January 1995 - February 1997
Skills
Series 7, Investments, Options, Derivatives, Trading
Education
University of Houston
BBA Double Major Finance & Management, Graduated with Honors
Charles Schwab 1999 - Present
Charles Schwab 1997 - 1999
DE Wine Investment Banking January 1995 - February 1997
Skills
Series 7, Investments, Options, Derivatives, Trading
Education
University of Houston
BBA Double Major Finance & Management, Graduated with Honors
John Neuhalfen's Charles Schwab Experience May 1995 - October 2004
Job Kindergarten Paraprofessional
Industry Education Management
Experience
Neuhalfen Clan 2006 - Present
Charles Schwab May 1995 - October 2004
Education
University of Denver
Neuhalfen Clan 2006 - Present
Charles Schwab May 1995 - October 2004
Education
University of Denver
Mandy Morin, MBA's Charles Schwab Experience April 2012 - October 2013
Job Business Planning & Operations at Nike
Industry Sporting Goods
Experience
Nike June 2015 - Present
Nike August 2014 - June 2015
Charles Schwab April 2012 - October 2013
Jackson Financial Advisors March 2011 - April 2012
RG Capital January 2010 - June 2011
Oxford Investment Partners October 2008 - October 2009
Caremark 2008 - 2008
General Electric - Franchise Finance 2006 - 2008
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Securities, Asset Management, Customer Service, Strategic Financial..., Investment Advisory, Investment Strategies, Fixed Income, Estate Planning, Business Process..., Financial Analysis, Financial Modeling, Financial Markets, Business Analysis
Education
University of Florida - Warrington College Of Business 2005 — 2007
Master of Business Administration (MBA), Finance
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
University of Florida 1989 — 1991
MESS, Exercise & Sports Science
University of Florida 1984 — 1989
BS, Anthropology
Miami Killian 1982 — 1984
Nike June 2015 - Present
Nike August 2014 - June 2015
Charles Schwab April 2012 - October 2013
Jackson Financial Advisors March 2011 - April 2012
RG Capital January 2010 - June 2011
Oxford Investment Partners October 2008 - October 2009
Caremark 2008 - 2008
General Electric - Franchise Finance 2006 - 2008
Charles Schwab 1995 - 2001
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Securities, Asset Management, Customer Service, Strategic Financial..., Investment Advisory, Investment Strategies, Fixed Income, Estate Planning, Business Process..., Financial Analysis, Financial Modeling, Financial Markets, Business Analysis
Education
University of Florida - Warrington College Of Business 2005 — 2007
Master of Business Administration (MBA), Finance
CFP Board of Standards
Certified Financial Planner, Financial Planning and Services
University of Florida 1989 — 1991
MESS, Exercise & Sports Science
University of Florida 1984 — 1989
BS, Anthropology
Miami Killian 1982 — 1984
Godofredo Rivera's Charles Schwab Experience 1998 - 2000
Job Reimbursement Analyst @ Castle Medical Center
Industry Hospital & Health Care
Experience
Castle Medical Center 2011 - Present
Hawaii Medical Center 2005 - 2011
First Hawaiian Bank 2004 - 2005
St. Francis Medical Center 2003 - 2004
Spirent Communications 2000 - 2002
Charles Schwab 1998 - 2000
Union Bank of California 1995 - 1998
Skills
Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Marketing, Finance, Analysis, Community Outreach, Healthcare Information...
Education
University of Hawaii at Manoa 1990 — 1994
Castle Medical Center 2011 - Present
Hawaii Medical Center 2005 - 2011
First Hawaiian Bank 2004 - 2005
St. Francis Medical Center 2003 - 2004
Spirent Communications 2000 - 2002
Charles Schwab 1998 - 2000
Union Bank of California 1995 - 1998
Skills
Financial Analysis, Data Analysis, Microsoft Office, Microsoft Excel, Marketing, Finance, Analysis, Community Outreach, Healthcare Information...
Education
University of Hawaii at Manoa 1990 — 1994
Thomas Monaghan's Charles Schwab Experience Athletic DirectorYMCA of Metropolitan Denver1993 - 2002
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Athletic DirectorYMCA of Metropolitan Denver1993 - 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Retirement, Portfolio Management, Asset Allocation, Securities, Investment Advisory
Education
University of Denver 1996 — 2000
Charles Schwab Athletic DirectorYMCA of Metropolitan Denver1993 - 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Retirement Planning, Financial Services, Financial Planning, Retirement, Portfolio Management, Asset Allocation, Securities, Investment Advisory
Education
University of Denver 1996 — 2000
Tarik Hopkins's Charles Schwab Experience August 2008 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - Present
Schwab Institutional November 1998 - August 2008
Charles Schwab August 1995 - November 1998
Invesco Funds Group 1987 - 1995
Invesco Aim 1987 - 1995
Skills
Mutual Funds, Series 7, Series 63, Securities, Asset Management, Investments, FINRA, Financial Services, Investment Advisory, Investment Strategies, Relationship Management, Risk Management
Education
University of Denver - Daniels College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Semester at Sea 1986 — 1986
None, International Business, n/a
Charles Schwab August 2008 - Present
Schwab Institutional November 1998 - August 2008
Charles Schwab August 1995 - November 1998
Invesco Funds Group 1987 - 1995
Invesco Aim 1987 - 1995
Skills
Mutual Funds, Series 7, Series 63, Securities, Asset Management, Investments, FINRA, Financial Services, Investment Advisory, Investment Strategies, Relationship Management, Risk Management
Education
University of Denver - Daniels College of Business 1987 — 1991
Bachelor of Science (BS), Finance, General
Semester at Sea 1986 — 1986
None, International Business, n/a
Laba Panta's Charles Schwab Experience July 2006 - Present
Job Sr Programmer/Analyst at Charles Schwab
Industry Financial Services
Rob Willmore's Charles Schwab Experience 2015 - Present
Job Senior Technical Product Manager at Charles Schwab
Industry Computer Software
Experience
Charles Schwab 2015 - Present
Allen Technologies April 2013 - January 2015
REW Consulting 2002 - April 2013
TriActive, Inc. 2000 - 2002
Baleo, Inc. 2000 - 2000
Unocal 1998 - 2000
Skills
Enterprise Software, SaaS, Strategy, Product Management, Cross-functional Team..., E-commerce, Product Marketing, Management, Integration, Training, Strategic Planning, Web Applications, Consulting, Cloud Computing, Professional Services, Software Development, CRM, Agile Methodologies, Start-ups
Education
University of Houston
B.S. Psychology, Industrial and organizational Psychology
Charles Schwab 2015 - Present
Allen Technologies April 2013 - January 2015
REW Consulting 2002 - April 2013
TriActive, Inc. 2000 - 2002
Baleo, Inc. 2000 - 2000
Unocal 1998 - 2000
Skills
Enterprise Software, SaaS, Strategy, Product Management, Cross-functional Team..., E-commerce, Product Marketing, Management, Integration, Training, Strategic Planning, Web Applications, Consulting, Cloud Computing, Professional Services, Software Development, CRM, Agile Methodologies, Start-ups
Education
University of Houston
B.S. Psychology, Industrial and organizational Psychology
Paul Lebouef's Charles Schwab Experience January 1998 - August 2012
Job Financial Advisor AVP Investments
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
J.P. Morgan Securities LLC August 2012 - October 2014
Charles Schwab January 1998 - August 2012
Morgan Stanley January 1997 - January 1998
Skills
Wealth Management, High Net Worth..., Financial Services, Investments, Asset Allocation, Strategic Planning, Retirement Planning, Wealth, Asset Management, Risk Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Planning, Investment Strategies, Equities, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Separately Managed..., Investment Management, Wealth Management..., ETFs, Financial Advisory, Financial Markets, Bonds, IRAs, Financial Risk, Fixed Annuities, Financial Modeling, Securities, 401k, Valuation, Financial Analysis, Finance
Education
University of Houston 1993 — 1997
Wells Fargo Advisors October 2014 - Present
J.P. Morgan Securities LLC August 2012 - October 2014
Charles Schwab January 1998 - August 2012
Morgan Stanley January 1997 - January 1998
Skills
Wealth Management, High Net Worth..., Financial Services, Investments, Asset Allocation, Strategic Planning, Retirement Planning, Wealth, Asset Management, Risk Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Planning, Investment Strategies, Equities, Fixed Income, Mutual Funds, Retirement, Investment Advisory, Alternative Investments, Separately Managed..., Investment Management, Wealth Management..., ETFs, Financial Advisory, Financial Markets, Bonds, IRAs, Financial Risk, Fixed Annuities, Financial Modeling, Securities, 401k, Valuation, Financial Analysis, Finance
Education
University of Houston 1993 — 1997
Heather Paul's Charles Schwab Experience July 2010 - Present
Job Vice President, Communications Compliance
Industry Legal Services
Experience
Charles Schwab July 2010 - Present
Janus Capital Group September 2005 - July 2010
Skills
Estate Planning, Fixed Income, Equities, Research, FINRA, Series 7, Series 63, Investment Advisory, Series 24, Asset Allocation, Securities Regulation, Securities, Financial Services, ETFs, Investments, Mutual Funds, Management, Risk Management, Trading
Education
University of Denver - Sturm College of Law 2004 — 2008
Juris Doctorate2008
University of Colorado
Boulder B.A, Kinesiology
University of Miami 1992 — 1993
University of Colorado
Denver Masters, Business Administration 2003
Charles Schwab July 2010 - Present
Janus Capital Group September 2005 - July 2010
Skills
Estate Planning, Fixed Income, Equities, Research, FINRA, Series 7, Series 63, Investment Advisory, Series 24, Asset Allocation, Securities Regulation, Securities, Financial Services, ETFs, Investments, Mutual Funds, Management, Risk Management, Trading
Education
University of Denver - Sturm College of Law 2004 — 2008
Juris Doctorate2008
University of Colorado
Boulder B.A, Kinesiology
University of Miami 1992 — 1993
University of Colorado
Denver Masters, Business Administration 2003
Jennifer Fedora's Charles Schwab Experience Line Director ManagerOppenheimer FundsAugust 2007 - February 2009
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Line Director ManagerOppenheimer FundsAugust 2007 - February 2009
Columbia Management 1999 - 2007
Skills
Leadership, Management, Financial Services, Series 7, Strategy, Process Improvement, Series 63, Mutual Funds, Investments, Risk Management
Education
University of Florida 1992 — 1996
BS, Advertising and Business
Charles Schwab Line Director ManagerOppenheimer FundsAugust 2007 - February 2009
Columbia Management 1999 - 2007
Skills
Leadership, Management, Financial Services, Series 7, Strategy, Process Improvement, Series 63, Mutual Funds, Investments, Risk Management
Education
University of Florida 1992 — 1996
BS, Advertising and Business
Carlos Arias's Charles Schwab Experience February 1999 - May 2001
Job Shareholder at Arias Bosinger, PLLC
Industry Law Practice
Experience
Arias Bosinger, PLLC January 2015 - Present
Clayton & McCulloh March 2006 - January 2015
McEwan, Martinez & Dukes, P.A. October 2004 - July 2005
Charles Schwab February 1999 - May 2001
Education
University of Denver - Sturm College of Law 2001 — 2004
J.D., Law
University of Florida 1994 — 1998
B.S., Political Science
Arias Bosinger, PLLC January 2015 - Present
Clayton & McCulloh March 2006 - January 2015
McEwan, Martinez & Dukes, P.A. October 2004 - July 2005
Charles Schwab February 1999 - May 2001
Education
University of Denver - Sturm College of Law 2001 — 2004
J.D., Law
University of Florida 1994 — 1998
B.S., Political Science
Louise Rosenberg Augenstein's Charles Schwab Experience October 2008 - April 2013
Job Client Management Associate at Vesta Wealth
Industry Financial Services
Experience
Vesta Wealth Management LLC May 2013 - Present
Charles Schwab October 2008 - April 2013
Bradley & Company, LLC September 2007 - October 2008
Smith Barney September 2006 - September 2007
Skills
Wealth Management, Marketing, Investments, Financial Analysis, CRM, Marketing Strategy
Education
University of Denver 2002 — 2006
BA, Environemental Science
Vesta Wealth Management LLC May 2013 - Present
Charles Schwab October 2008 - April 2013
Bradley & Company, LLC September 2007 - October 2008
Smith Barney September 2006 - September 2007
Skills
Wealth Management, Marketing, Investments, Financial Analysis, CRM, Marketing Strategy
Education
University of Denver 2002 — 2006
BA, Environemental Science
Lisa Gee's Charles Schwab Experience August 2006 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2006 - October 2007
Charles Schwab June 2001 - August 2006
Charles Schwab March 1998 - June 2001
Education
University of Massachusetts, Amherst 1982 — 1984
University of Hawaii at Manoa 1980 — 1982
Charles Schwab August 2006 - October 2007
Charles Schwab June 2001 - August 2006
Charles Schwab March 1998 - June 2001
Education
University of Massachusetts, Amherst 1982 — 1984
University of Hawaii at Manoa 1980 — 1982
Craig Saba's Charles Schwab Experience November 1999 - Present
Job Managing Director Personal Computing Services and Print Services at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 1999 - Present
Charles Schwab January 2001 - May 2006
Charles Schwab November 1999 - January 2001
Skills
Infrastructure, Data Center, Security, Solaris, Cisco Technologies, Linux, Unix
Education
University of Hartford 1987 — 1992
BS, Respiratory Therapist
Charles Schwab November 1999 - Present
Charles Schwab January 2001 - May 2006
Charles Schwab November 1999 - January 2001
Skills
Infrastructure, Data Center, Security, Solaris, Cisco Technologies, Linux, Unix
Education
University of Hartford 1987 — 1992
BS, Respiratory Therapist
Ryan Condie's Charles Schwab Experience 1999 - 2002
Job Supervisor of Performance, Iniatives, and Analysis at URS Corporation
Industry Defense & Space
Experience
URS Corporation October 2008 - Present
Space Gateway Support June 2006 - September 2008
Space Gateway Support March 2004 - June 2006
Space Gateway Support September 2002 - March 2004
Charles Schwab 1999 - 2002
Skills
Process Improvement, Analysis, Forecasting, Program Management, Microsoft Excel, Budgets, Project Planning, Variance Analysis, Cost Accounting, Finance, Business Analysis, Financial Modeling, Use Case Analysis, Project Management, Financial Reporting, Requirements Analysis, Financial Analysis, Process Modeling, Green Belt, Contract Negotiation, Contract Management, Cross-functional Team..., Strategic Planning, Negotiation, Earned Value Management, Databases, Microsoft Office, Regression Analysis, Requirements Gathering, SDLC, Visio, Data Mining, Business Case, Six Sigma, Business Intelligence, Data Analysis, Data Warehousing, Microsoft SQL Server, Software Project..., RS Means, CostWorks, Database-driven Web..., Lean Software..., PowerPivot, Government Proposals, Bid Pricing
Education
University of Florida 1994 — 1999
Bachelor of Arts (B.A.), Finance, General
Villanova University 2012 — 2013
URS Corporation October 2008 - Present
Space Gateway Support June 2006 - September 2008
Space Gateway Support March 2004 - June 2006
Space Gateway Support September 2002 - March 2004
Charles Schwab 1999 - 2002
Skills
Process Improvement, Analysis, Forecasting, Program Management, Microsoft Excel, Budgets, Project Planning, Variance Analysis, Cost Accounting, Finance, Business Analysis, Financial Modeling, Use Case Analysis, Project Management, Financial Reporting, Requirements Analysis, Financial Analysis, Process Modeling, Green Belt, Contract Negotiation, Contract Management, Cross-functional Team..., Strategic Planning, Negotiation, Earned Value Management, Databases, Microsoft Office, Regression Analysis, Requirements Gathering, SDLC, Visio, Data Mining, Business Case, Six Sigma, Business Intelligence, Data Analysis, Data Warehousing, Microsoft SQL Server, Software Project..., RS Means, CostWorks, Database-driven Web..., Lean Software..., PowerPivot, Government Proposals, Bid Pricing
Education
University of Florida 1994 — 1999
Bachelor of Arts (B.A.), Finance, General
Villanova University 2012 — 2013
Rob Dickinson, CFP®'s Charles Schwab Experience July 1995 - October 2002
Job Product Manager
Industry Financial Services
Experience
First Citizens Bank July 2010 - Present
VALIC 2007 - 2009
State Farm Insurance December 2002 - November 2006
Charles Schwab July 1995 - October 2002
Education
University of Florida 1989 — 1993
B.S., Finance
First Citizens Bank July 2010 - Present
VALIC 2007 - 2009
State Farm Insurance December 2002 - November 2006
Charles Schwab July 1995 - October 2002
Education
University of Florida 1989 — 1993
B.S., Finance
Gregory E.B. Smith's Charles Schwab Experience 2000 - 2003
Job Managing Principal at RCA Real Estate & Alternative Investments
Industry Investment Management
Experience
Redwood Capital Alliance September 2006 - Present
THG Financial January 2012 - February 2014
Citi Group 2004 - 2005
Wells Fargo 2003 - 2004
Charles Schwab 2000 - 2003
Education
University of Hawaii at Manoa
University of San Francisco
Redwood Capital Alliance September 2006 - Present
THG Financial January 2012 - February 2014
Citi Group 2004 - 2005
Wells Fargo 2003 - 2004
Charles Schwab 2000 - 2003
Education
University of Hawaii at Manoa
University of San Francisco
Ann Mackay's Charles Schwab Experience August 2010 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab, Tampa FL August 2010 - February 2015
Fidelity Investments May 2004 - June 2010
Fidelity Investments February 1999 - May 2004
Education
University of Florida
MA, Speech Language Pathology
University of Virginia
BS, Speech Language Pathology
Charles Schwab August 2010 - Present
Charles Schwab, Tampa FL August 2010 - February 2015
Fidelity Investments May 2004 - June 2010
Fidelity Investments February 1999 - May 2004
Education
University of Florida
MA, Speech Language Pathology
University of Virginia
BS, Speech Language Pathology
Deanna Gabay's Charles Schwab Experience January 2004 - April 2009
Job Sr Business Analyst at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente August 2010 - Present
Kaiser Permanente July 2009 - August 2010
Charles Schwab January 2004 - April 2009
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1999
The Pacific Bank 1989 - 1994
Skills
PeopleSoft, Employee Benefits, Vendor Management, Requirements Gathering, Business Analysis, HRIS, SDLC, Change Management, Program Management, Requirements Analysis, Human Resources, Business Process
Education
University of Hawaii at Manoa
Bachelor of BusinessAdministration, Management
Kaiser Permanente August 2010 - Present
Kaiser Permanente July 2009 - August 2010
Charles Schwab January 2004 - April 2009
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1995 - 1999
The Pacific Bank 1989 - 1994
Skills
PeopleSoft, Employee Benefits, Vendor Management, Requirements Gathering, Business Analysis, HRIS, SDLC, Change Management, Program Management, Requirements Analysis, Human Resources, Business Process
Education
University of Hawaii at Manoa
Bachelor of BusinessAdministration, Management
Ben Maseloff's Charles Schwab Experience 2000 - 2005
Job Real Estate Investor | Real Estate Entrepreneur | Distressed Real Estate Specialist
Industry Real Estate
Experience
Phoenix Metro Home Buyers 2014 - Present
Mobile Mini Inc March 2010 - 2013
Barcelona Homes October 2005 - May 2008
Charles Schwab 2000 - 2005
Charles Schwab 2000 - 2005
Skills
Business Development, Relationship Management, Consultative Selling, Real Estate, Real Estate Marketing, Investment Properties, Creative Real Estate..., Rental Real Estate, Customer Relations, Customer Service, Customer Acquisition, Account Management, Contract Negotiation
Education
University of Denver - Daniels College of Business
BS, Business Administration
Phoenix Metro Home Buyers 2014 - Present
Mobile Mini Inc March 2010 - 2013
Barcelona Homes October 2005 - May 2008
Charles Schwab 2000 - 2005
Charles Schwab 2000 - 2005
Skills
Business Development, Relationship Management, Consultative Selling, Real Estate, Real Estate Marketing, Investment Properties, Creative Real Estate..., Rental Real Estate, Customer Relations, Customer Service, Customer Acquisition, Account Management, Contract Negotiation
Education
University of Denver - Daniels College of Business
BS, Business Administration
Pauline Fong's Charles Schwab Experience 2005 - 2009
Job Finance Professional
Industry Program Development
Experience
Charles Schwab 2005 - 2009
Charles Schwab 1999 - 2005
Ceridian 1994 - 1999
Education
University of Florida
BS, Marketing, Computer Science
Charles Schwab 2005 - 2009
Charles Schwab 1999 - 2005
Ceridian 1994 - 1999
Education
University of Florida
BS, Marketing, Computer Science
Earl Jefferson's Charles Schwab Experience 1998 - 2001
Job President, 7th Harvest Investments
Industry Investment Management
Experience
7th HARVEST INVESTMENTS 2005 - Present
Compass Bank 2000 - 2005
Charles Schwab 1998 - 2001
Skills
401k, Investments, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Wealth Management..., Investment Strategies, Strategic Financial..., Asset Allocation, Pensions, Wealth, Series 63, IRAs, High Net Worth..., Asset Management, Estate Planning, Retirement, FINRA, Alternative Investments, Wealth Accumulation, ETFs, Mutual Funds, Financial Planners, Securities, Personal Financial..., Defined Benefit, Financial Planning, Series 7, Retirement Plan..., Series 24, Fixed Annuities, Profit Sharing, Wealth Transfer
Education
University of Houston 1989 — 1993
BS Economics BS Psychology
7th HARVEST INVESTMENTS 2005 - Present
Compass Bank 2000 - 2005
Charles Schwab 1998 - 2001
Skills
401k, Investments, Investment Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Advisory, Wealth Management..., Investment Strategies, Strategic Financial..., Asset Allocation, Pensions, Wealth, Series 63, IRAs, High Net Worth..., Asset Management, Estate Planning, Retirement, FINRA, Alternative Investments, Wealth Accumulation, ETFs, Mutual Funds, Financial Planners, Securities, Personal Financial..., Defined Benefit, Financial Planning, Series 7, Retirement Plan..., Series 24, Fixed Annuities, Profit Sharing, Wealth Transfer
Education
University of Houston 1989 — 1993
BS Economics BS Psychology
Izabela Sadeghi's Charles Schwab Experience August 2014 - Present
Job Sr. Compliance Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
ALPS Fund Services, Inc. May 2006 - August 2014
Columbia Management March 2002 - May 2006
Skills
Regulatory Compliance, Compliance Oversight, Mutual Funds, ETFs, Series 24, Series 7, Series 63, Series 65, Series 4, Alternative Investments, Asset Management, FINRA, Equities, Financial Services, Hedge Funds, Securities
Education
University of Denver - Daniels College of Business 1997 — 2004
BSBA, Finance & International Business
University of Denver 1996 — 2004
BA, Spanish with minor in Communications
Charles Schwab August 2014 - Present
ALPS Fund Services, Inc. May 2006 - August 2014
Columbia Management March 2002 - May 2006
Skills
Regulatory Compliance, Compliance Oversight, Mutual Funds, ETFs, Series 24, Series 7, Series 63, Series 65, Series 4, Alternative Investments, Asset Management, FINRA, Equities, Financial Services, Hedge Funds, Securities
Education
University of Denver - Daniels College of Business 1997 — 2004
BSBA, Finance & International Business
University of Denver 1996 — 2004
BA, Spanish with minor in Communications
Rob Hybiak's Charles Schwab Experience April 1999 - June 2003
Job Director, Hedge Accounting at Chatham Financial
Industry Financial Services
Experience
Chatham Financial January 2009 - Present
Deloitte 2006 - 2009
IBG Business Services 2003 - 2005
Charles Schwab April 1999 - June 2003
Education
University of Denver - Daniels College of Business 2005 — 2006
Master of Accountancy, Accounting
University of Denver 1996 — 1998
BSBA, Finance
Chatham Financial January 2009 - Present
Deloitte 2006 - 2009
IBG Business Services 2003 - 2005
Charles Schwab April 1999 - June 2003
Education
University of Denver - Daniels College of Business 2005 — 2006
Master of Accountancy, Accounting
University of Denver 1996 — 1998
BSBA, Finance
Derek Folks's Charles Schwab Experience 2011 - Present
Job Associate Software Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Comcast Cable 2010 - 2011
HSN 2005 - 2010
Turner Broadcasting 2002 - 2004
Skills
Hadoop, Hive, HBase, SQL, Software Development, Databases, Visio, Integration, COBOL, Requirements Analysis, Project Management, SDLC, DB2, Broadcast Engineering, CICS, AutoCAD, Business Analysis, Troubleshooting
Education
University of Denver 2013 — 2015
Master of Applied Science, Information and Communication Technology, Software Design and Programming
University of Phoenix 2007 — 2009
B.S, Information Technology
Commonwealth College 1994 — 1996
A.A.S., Electronics Technologies
Charles Schwab 2011 - Present
Comcast Cable 2010 - 2011
HSN 2005 - 2010
Turner Broadcasting 2002 - 2004
Skills
Hadoop, Hive, HBase, SQL, Software Development, Databases, Visio, Integration, COBOL, Requirements Analysis, Project Management, SDLC, DB2, Broadcast Engineering, CICS, AutoCAD, Business Analysis, Troubleshooting
Education
University of Denver 2013 — 2015
Master of Applied Science, Information and Communication Technology, Software Design and Programming
University of Phoenix 2007 — 2009
B.S, Information Technology
Commonwealth College 1994 — 1996
A.A.S., Electronics Technologies
Brian Foote's Charles Schwab Experience September 2013 - Present
Job Options Trader at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2013 - Present
Choice Investment Management September 2003 - May 2004
Skills
Equity Research, Trading, Analysis, Equities, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
MS, Finance
Charles Schwab September 2013 - Present
Choice Investment Management September 2003 - May 2004
Skills
Equity Research, Trading, Analysis, Equities, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 1997 — 1999
MS, Finance
Patrick Aylward, MBA's Charles Schwab Experience August 2010 - July 2011
Job Global Demand Analyst
Industry Biotechnology
Experience
Monsanto December 2013 - Present
Cultivation Capital June 2015 - Present
Capital Innovators September 2014 - June 2015
Monsanto March 2013 - December 2013
Western Union August 2011 - May 2012
Charles Schwab August 2010 - July 2011
University of Denver January 2009 - September 2010
Monsanto Company June 2009 - August 2009
University of Denver February 2008 - February 2009
University of Denver September 2006 - June 2008
Skills
Finance, Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Market Research, Microsoft Office, Customer Service, Budgets, Public Speaking, Corporate Finance, Time Management, French, Workshop Facilitation, PowerPoint, Data Analysis, Bloomberg, Valuation, Investments, Team Leadership, Foreign Exchange, SAP ERP, S&OP implementation, Demand Forecasting, SAP APO, Demand Planning, Supply Chain..., Management, Analysis
Education
University of Missouri-Saint Louis 2012 — 2015
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2006 — 2010
B.S, Finance and International Business
Institute for American Universities 2008 — 2008
International Business & Economics, International Business & Economics
Chaminade College Prep. 2001 — 2006
Monsanto December 2013 - Present
Cultivation Capital June 2015 - Present
Capital Innovators September 2014 - June 2015
Monsanto March 2013 - December 2013
Western Union August 2011 - May 2012
Charles Schwab August 2010 - July 2011
University of Denver January 2009 - September 2010
Monsanto Company June 2009 - August 2009
University of Denver February 2008 - February 2009
University of Denver September 2006 - June 2008
Skills
Finance, Financial Modeling, Microsoft Excel, Business Analysis, Financial Analysis, Market Research, Microsoft Office, Customer Service, Budgets, Public Speaking, Corporate Finance, Time Management, French, Workshop Facilitation, PowerPoint, Data Analysis, Bloomberg, Valuation, Investments, Team Leadership, Foreign Exchange, SAP ERP, S&OP implementation, Demand Forecasting, SAP APO, Demand Planning, Supply Chain..., Management, Analysis
Education
University of Missouri-Saint Louis 2012 — 2015
Master of Business Administration (MBA), Finance
University of Denver - Daniels College of Business 2006 — 2010
B.S, Finance and International Business
Institute for American Universities 2008 — 2008
International Business & Economics, International Business & Economics
Chaminade College Prep. 2001 — 2006
Kimberly Schlink's Charles Schwab Experience August 2010 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab May 2009 - August 2010
Charles Schwab February 2008 - May 2009
Bank of America December 2006 - February 2008
Bank of America September 2004 - November 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Business Strategy, Financial Modeling, SQL, Finance, Leadership, Mutual Funds, Management, Human Resources, Sales, Analysis, Forecasting, Process Improvement, Accounting, Portfolio Management, Strategic Financial...
Education
University of Houston
Bachelor of Business Administration, Finance
Charles Schwab August 2010 - Present
Charles Schwab May 2009 - August 2010
Charles Schwab February 2008 - May 2009
Bank of America December 2006 - February 2008
Bank of America September 2004 - November 2006
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Risk Management, Strategic Planning, Banking, Investments, Business Analysis, Business Strategy, Financial Modeling, SQL, Finance, Leadership, Mutual Funds, Management, Human Resources, Sales, Analysis, Forecasting, Process Improvement, Accounting, Portfolio Management, Strategic Financial...
Education
University of Houston
Bachelor of Business Administration, Finance
Kristin Smith-Morales's Charles Schwab Experience November 2001 - May 2011
Job Communications Strategist at secondlargest retirement services provider
Industry Financial Services
Experience
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Danni Pruitt's Charles Schwab Experience 1985 - 1999
Job CEO at Pruitt Consulting
Industry Professional Training & Coaching
Experience
Pruitt Consulting 1999 - Present
Alorica 2012 - 2013
The Training Associates 2012 - 2013
Cbeyond 2010 - 2012
RYLA Inc. 2007 - 2010
The Princeton Review 2004 - 2006
Charles Schwab 1985 - 1999
Skills
Leadership, Management, Training, Call Centers, Customer Service, Team Leadership, Team Building, Project Management, Coaching, Training Delivery, Team Management, Instructional Design, Curriculum Development, Employee Training, Curriculum Design, Curriculum Assessment, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Leadership Development, Customer Oriented, Financial Services, Time Management, Process Improvement, Telecommunications, Talent Acquisition, Sales, Benefits Open Enrollment, Non-profit Leadership, Needs Analysis, E-Learning, International Missions
Education
University of Houston
Pruitt Consulting 1999 - Present
Alorica 2012 - 2013
The Training Associates 2012 - 2013
Cbeyond 2010 - 2012
RYLA Inc. 2007 - 2010
The Princeton Review 2004 - 2006
Charles Schwab 1985 - 1999
Skills
Leadership, Management, Training, Call Centers, Customer Service, Team Leadership, Team Building, Project Management, Coaching, Training Delivery, Team Management, Instructional Design, Curriculum Development, Employee Training, Curriculum Design, Curriculum Assessment, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Leadership Development, Customer Oriented, Financial Services, Time Management, Process Improvement, Telecommunications, Talent Acquisition, Sales, Benefits Open Enrollment, Non-profit Leadership, Needs Analysis, E-Learning, International Missions
Education
University of Houston
Peter De Armas's Charles Schwab Experience February 2004 - August 2007
Job Private Stock Transaction Specialist at 144 Trade, Inc.
Industry Financial Services
Experience
144 Trade, Inc. March 2011 - Present
Bank of New York Mellon April 2009 - March 2011
Charles Schwab February 2004 - August 2007
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters, Business Administration
144 Trade, Inc. March 2011 - Present
Bank of New York Mellon April 2009 - March 2011
Charles Schwab February 2004 - August 2007
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters, Business Administration
Paul M Dunn's Charles Schwab Experience April 1997 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
PMD Financial Consulting June 2009 - September 2009
Charles Schwab April 1997 - April 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Banking, Mortgage Lending, Sales, Wealth Management, Securities, Mutual Funds, Financial Services, Retirement Planning, Series 63
Education
University of Hartford 1979 — 1983
Economics, Economics Finance
PMD Financial Consulting June 2009 - September 2009
Charles Schwab April 1997 - April 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Banking, Mortgage Lending, Sales, Wealth Management, Securities, Mutual Funds, Financial Services, Retirement Planning, Series 63
Education
University of Hartford 1979 — 1983
Economics, Economics Finance
Natalie Dolgireff, CBA's Charles Schwab Experience June 1998 - February 1999
Job Compliance Coordinator
Industry Banking
Experience
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
Wells Fargo September 2014 - Present
Bank of the West - BNP Paribas August 2011 - June 2014
Union Bank, N.A. November 2010 - May 2011
Union Bank, N.A. May 2004 - November 2010
HighMark Capital Management (a subsidiary of Union Bank, N.A.) December 2003 - May 2004
BlackRock February 1999 - November 2003
Charles Schwab June 1998 - February 1999
Bank of America November 1993 - April 1998
Wells Fargo April 1988 - April 1993
Wells Fargo June 1987 - April 1988
Skills
Risk Management, Compliance Program..., Management Reporting, Effective Analyses of..., Practical Compliance..., Regulatory & Audit Exam..., Management, AML, Process Improvement, Investments, FINRA, Vendor Management, Financial Services, Finance, Internal Audit, Analysis, Portfolio Management, Internal Controls, Securities, Anti Money Laundering, Banking
Education
Mills College
B.A., Business and French
University of Geneva
Tonya Peters's Charles Schwab Experience December 2005 - February 2007
Job Salesforce.com Developer Chatter Expert at Capacitix
Industry Information Technology and Services
Experience
Capacitix August 2010 - Present
Societe Generale August 2008 - November 2009
Swiss Re April 2007 - July 2008
Charles Schwab December 2005 - February 2007
Blue Shield of California January 2005 - August 2006
Project August 2003 - November 2005
Education
University of Illinois
Bachelor of Engineering, Computer Science
Capacitix August 2010 - Present
Societe Generale August 2008 - November 2009
Swiss Re April 2007 - July 2008
Charles Schwab December 2005 - February 2007
Blue Shield of California January 2005 - August 2006
Project August 2003 - November 2005
Education
University of Illinois
Bachelor of Engineering, Computer Science
Gena Albertelli Zak's Charles Schwab Experience June 2011 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Charles Schwab June 2011 - April 2013
BNY Mellon September 2010 - June 2011
Citi Global Wealth Management February 2010 - August 2010
Citi August 2006 - March 2010
UBS Wealth Management June 2005 - August 2006
Skills
Microsoft Excel, Training Delivery, Employee Training, Anti Money Laundering, Legal Compliance, Financial Risk, AML, Mutual Funds, Options, Onboarding, Bank Secrecy Act, OFAC, USA PATRIOT Act, Financial Regulation, Risk Management, FINRA, Series 7, KYC
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Don Suggs's Charles Schwab Experience August 2011 - January 2014
Job Vice President, Trust Services, U S Trust, Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Charles Schwab August 2011 - January 2014
Regions Financial Corporation August 2008 - July 2011
KPMG US September 2000 - July 2008
Skills
Trust Services, Trust tax and Product..., Tax, Tax Preparation, Strategic Financial..., Investments, Alternative Investments, Asset Allocation, Finance, Financial Services, Wealth Management, Relationship Management, Accounting, Banking, Equities, Leadership
Education
University of Houston 1982 — 1985
BS, Accounting
Bank of America March 2014 - Present
Charles Schwab August 2011 - January 2014
Regions Financial Corporation August 2008 - July 2011
KPMG US September 2000 - July 2008
Skills
Trust Services, Trust tax and Product..., Tax, Tax Preparation, Strategic Financial..., Investments, Alternative Investments, Asset Allocation, Finance, Financial Services, Wealth Management, Relationship Management, Accounting, Banking, Equities, Leadership
Education
University of Houston 1982 — 1985
BS, Accounting
Elizabeth Darley's Charles Schwab Experience June 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab June 2007 - Present
Charles Schwab March 2000 - June 2007
Education
University of Denver - Daniels College of Business
Charles Schwab June 2007 - Present
Charles Schwab March 2000 - June 2007
Education
University of Denver - Daniels College of Business
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank