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
Terry Levenberg, CRPC® Terry Levenberg, CRPC®'s Charles Schwab Experience November 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Bank of America July 2014 - November 2014
SunTrust Bank April 2013 - August 2014
Wells Fargo 2012 - April 2013
Wells Fargo 2009 - November 2012
Wells Fargo 2008 - 2009
NYC Film and TV Industry February 2003 - February 2008
RSW Executive Search 2003 - 2004
Skills
Series 7, Credit, Small Business Lending, Risk Management, Portfolio Management, Investments, Finance, Relationship Management, Asset Management, Risk Compliance, Sales Management, Deferred Compensation, Wealth Management, Retirement Planning, Investment Management, Wealth Preservation..., Investment Strategies, Asset Allocation, Team Building, Bank Management, Insurance, Financial Services, Life Insurance, Variable Annuities, RMDS, Tax Efficiency, Mortgage Lending, Banking, Strategic Financial..., Financial Advisory, Consumer Lending, Financial Planning
Education
University of Maryland University College
Finance
Charles Schwab November 2014 - Present
Bank of America July 2014 - November 2014
SunTrust Bank April 2013 - August 2014
Wells Fargo 2012 - April 2013
Wells Fargo 2009 - November 2012
Wells Fargo 2008 - 2009
NYC Film and TV Industry February 2003 - February 2008
RSW Executive Search 2003 - 2004
Skills
Series 7, Credit, Small Business Lending, Risk Management, Portfolio Management, Investments, Finance, Relationship Management, Asset Management, Risk Compliance, Sales Management, Deferred Compensation, Wealth Management, Retirement Planning, Investment Management, Wealth Preservation..., Investment Strategies, Asset Allocation, Team Building, Bank Management, Insurance, Financial Services, Life Insurance, Variable Annuities, RMDS, Tax Efficiency, Mortgage Lending, Banking, Strategic Financial..., Financial Advisory, Consumer Lending, Financial Planning
Education
University of Maryland University College
Finance
Heather Philbrick Heather Philbrick's Charles Schwab Experience May 2006 - Present
Job Trainer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2006 - Present
Skills
Performance Management, Investment Advisory, Recruiting, Change Management, Business Analysis, Instructional Design, Process Improvement, Insurance, Call Centers, Coaching, Customer Service, Employee Engagement, Employee Training, Leadership, Leadership Development, Management, Microsoft Excel, Project Management, Public Speaking, Team Building, Training
Education
University of Maryland Baltimore County
Charles Schwab May 2006 - Present
Skills
Performance Management, Investment Advisory, Recruiting, Change Management, Business Analysis, Instructional Design, Process Improvement, Insurance, Call Centers, Coaching, Customer Service, Employee Engagement, Employee Training, Leadership, Leadership Development, Management, Microsoft Excel, Project Management, Public Speaking, Team Building, Training
Education
University of Maryland Baltimore County
Colin Cosgrove Colin Cosgrove's Charles Schwab Experience November 1993 - September 2000
Job Executive Vice President of Sales at Eagle Capital Markets Group, a division of Griffin Capital Securies
Industry Financial Services
Experience
Cole Capital, an ARCP company April 2005 - February 2015
E*TRADE Financial September 2000 - April 2004
Charles Schwab November 1993 - September 2000
Education
University of Iowa 1988 — 1992
B..A., Political Science
Cole Capital, an ARCP company April 2005 - February 2015
E*TRADE Financial September 2000 - April 2004
Charles Schwab November 1993 - September 2000
Education
University of Iowa 1988 — 1992
B..A., Political Science
Yugoslav Musac's Charles Schwab Experience March 2014 - September 2014
Job AML Investigator at Zenbanx
Industry Financial Services
Experience
Zenbanx June 2015 - Present
Square April 2015 - May 2015
Bank of the West September 2014 - April 2015
Charles Schwab March 2014 - September 2014
cleverbridge July 2013 - March 2014
American Express April 2012 - July 2013
JP Morgan Chase Bank July 2011 - April 2012
Commerce Bank December 2010 - June 2011
Weltman, Weinberg & Reis June 2010 - October 2010
The Castle Jewelry and Pawn May 2008 - July 2010
Skills
Bilingual-Spanish, Translation, Sales, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Access, PowerPoint, Microsoft Word, Leadership, Call Centers, Customer Experience, Customer Retention, Customer Satisfaction, Spanish, Time Management, Team Leadership, Lotus Notes, Data Entry, Teamwork, Finance, Analysis, Data Analysis, Training, Fraud, Accounting, Banking, Loans, Investigation, Credit Card Fraud, Fraud Detection
Education
University of Kentucky 2006 — 2010
Bachelors of Science, International Economics & Spanish
University of Kentucky 2006 — 2010
B.A, core business/Spanish; International Economics- Spanish
Dunbar HS
Zenbanx June 2015 - Present
Square April 2015 - May 2015
Bank of the West September 2014 - April 2015
Charles Schwab March 2014 - September 2014
cleverbridge July 2013 - March 2014
American Express April 2012 - July 2013
JP Morgan Chase Bank July 2011 - April 2012
Commerce Bank December 2010 - June 2011
Weltman, Weinberg & Reis June 2010 - October 2010
The Castle Jewelry and Pawn May 2008 - July 2010
Skills
Bilingual-Spanish, Translation, Sales, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Access, PowerPoint, Microsoft Word, Leadership, Call Centers, Customer Experience, Customer Retention, Customer Satisfaction, Spanish, Time Management, Team Leadership, Lotus Notes, Data Entry, Teamwork, Finance, Analysis, Data Analysis, Training, Fraud, Accounting, Banking, Loans, Investigation, Credit Card Fraud, Fraud Detection
Education
University of Kentucky 2006 — 2010
Bachelors of Science, International Economics & Spanish
University of Kentucky 2006 — 2010
B.A, core business/Spanish; International Economics- Spanish
Dunbar HS
Joe Schlindwein Joe Schlindwein's Charles Schwab Experience June 1999 - October 2007
Job Perrigo
Industry Pharmaceuticals
Experience
Burnham and Dells Advisors October 2012 - June 2015
Chesme Capital Management October 2007 - November 2012
Charles Schwab June 1999 - October 2007
Fidelity Investments June 1996 - June 1999
Skills
Wealth Management, Investment Advisory, Estate Planning, Mutual Funds, Asset Allocation, Retirement, Financial Planning, Investments, 401k, Asset Management, Financial Services, Equities
Education
University of Iowa 1987 — 1992
BA, Sociology
Burnham and Dells Advisors October 2012 - June 2015
Chesme Capital Management October 2007 - November 2012
Charles Schwab June 1999 - October 2007
Fidelity Investments June 1996 - June 1999
Skills
Wealth Management, Investment Advisory, Estate Planning, Mutual Funds, Asset Allocation, Retirement, Financial Planning, Investments, 401k, Asset Management, Financial Services, Equities
Education
University of Iowa 1987 — 1992
BA, Sociology
Barton Caplan's Charles Schwab Experience January 1995 - January 2002
Job QA Lead at Brown Bag Marketing
Industry Online Media
Experience
Brown Bag Marketing February 2015 - Present
J Pervis Talent Agency November 2011 - February 2015
Freelance Quality Assurance March 2008 - February 2015
Ogilvy & Mather November 2013 - December 2013
Project Open Hand October 2008 - July 2013
Georgia Radio Reading Service June 2007 - September 2009
Tescom October 2006 - January 2007
Georgia Power Company October 2005 - October 2006
Caroline Films April 2002 - August 2005
Charles Schwab January 1995 - January 2002
Skills
Web Design, User Experience, Quality Assurance, Usability, Creative Writing, English, Copy Editing, Editing, Copywriting, Film, Software Quality..., Usability Testing, Testing, Test Cases, Proofreading, Writing, Voice Acting, Web Testing, Acting
Education
University of Massachusetts Boston
BA, Literature
University of Massachusetts Boston
Bachelor of Arts (B.A.), World Literature
Brown Bag Marketing February 2015 - Present
J Pervis Talent Agency November 2011 - February 2015
Freelance Quality Assurance March 2008 - February 2015
Ogilvy & Mather November 2013 - December 2013
Project Open Hand October 2008 - July 2013
Georgia Radio Reading Service June 2007 - September 2009
Tescom October 2006 - January 2007
Georgia Power Company October 2005 - October 2006
Caroline Films April 2002 - August 2005
Charles Schwab January 1995 - January 2002
Skills
Web Design, User Experience, Quality Assurance, Usability, Creative Writing, English, Copy Editing, Editing, Copywriting, Film, Software Quality..., Usability Testing, Testing, Test Cases, Proofreading, Writing, Voice Acting, Web Testing, Acting
Education
University of Massachusetts Boston
BA, Literature
University of Massachusetts Boston
Bachelor of Arts (B.A.), World Literature
Spencer Fogo's Charles Schwab Experience January 2015 - Present
Job Banking services
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Follett Higher Education Group July 2014 - February 2015
Follett Higher Education Group August 2009 - July 2014
University of Indianapolis December 2010 - May 2012
Education
University of Indianapolis 2009 — 2014
Bachelor of Arts (B.A.), Political Science
Charles Schwab January 2015 - Present
Follett Higher Education Group July 2014 - February 2015
Follett Higher Education Group August 2009 - July 2014
University of Indianapolis December 2010 - May 2012
Education
University of Indianapolis 2009 — 2014
Bachelor of Arts (B.A.), Political Science
Amy Hiser's Charles Schwab Experience April 2006 - November 2012
Job Title Curative, RAS
Industry Financial Services
Experience
Indiana School of Phlebodomy June 2014 - June 2014
Nationstar Mortgage November 2012 - January 2014
Charles Schwab April 2006 - November 2012
Assurafirst f/n/a Homestead Mortgage May 1998 - June 2005
Feiwell & Hannoy, P.C. July 1996 - April 1998
Skills
Banking, Mutual Funds, Financial Services, Process Improvement, Microsoft Excel, Outlook, Call Centers, Customer Experience, Customer Service, Customer Satisfaction, Relationship Management, Securities, Program Management, Management, Training
Education
University of Indianapolis 1986 — 1986
Business Class, Business Administration
U.S. Navy 1982 — 1985
Corpsman, Nursing
Indiana School of Phlebodomy June 2014 - June 2014
Nationstar Mortgage November 2012 - January 2014
Charles Schwab April 2006 - November 2012
Assurafirst f/n/a Homestead Mortgage May 1998 - June 2005
Feiwell & Hannoy, P.C. July 1996 - April 1998
Skills
Banking, Mutual Funds, Financial Services, Process Improvement, Microsoft Excel, Outlook, Call Centers, Customer Experience, Customer Service, Customer Satisfaction, Relationship Management, Securities, Program Management, Management, Training
Education
University of Indianapolis 1986 — 1986
Business Class, Business Administration
U.S. Navy 1982 — 1985
Corpsman, Nursing
Bill Capodagli Bill Capodagli's Charles Schwab Experience February 1999 - August 2009
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC January 2015 - Present
State Farm May 2013 - Present
Wells Fargo Advisors March 2012 - May 2013
J.P. Morgan March 2010 - February 2012
PNC 2009 - 2010
Charles Schwab February 1999 - August 2009
Skills
Retirement, Mutual Funds, Insurance, Financial Services, Retirement Planning, Financial Advisory, Asset Management, Securities, Wealth Management, Small Business, Risk Management, Portfolio Management, Long-term Care, Banking, Asset Allocation, Sales, Investments, Fixed Annuities, Life Insurance, Leadership, Financial Planning, Financial Risk
Education
University of Illinois at Urbana-Champaign 1989 — 1994
Bachelor of Science (BS), Military History
VALIC January 2015 - Present
State Farm May 2013 - Present
Wells Fargo Advisors March 2012 - May 2013
J.P. Morgan March 2010 - February 2012
PNC 2009 - 2010
Charles Schwab February 1999 - August 2009
Skills
Retirement, Mutual Funds, Insurance, Financial Services, Retirement Planning, Financial Advisory, Asset Management, Securities, Wealth Management, Small Business, Risk Management, Portfolio Management, Long-term Care, Banking, Asset Allocation, Sales, Investments, Fixed Annuities, Life Insurance, Leadership, Financial Planning, Financial Risk
Education
University of Illinois at Urbana-Champaign 1989 — 1994
Bachelor of Science (BS), Military History
Kristyn Biscocho Kristyn Biscocho's Charles Schwab Experience February 2015 - Present
Job Compliance Manager, Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab November 2013 - January 2015
FINRA August 2010 - November 2013
Scottrade November 2009 - July 2010
United States Commodity Futures Trading Commission May 2008 - August 2008
Forsythe June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A., Economics and Political Science
Charles Schwab February 2015 - Present
Charles Schwab November 2013 - January 2015
FINRA August 2010 - November 2013
Scottrade November 2009 - July 2010
United States Commodity Futures Trading Commission May 2008 - August 2008
Forsythe June 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2009
B.A., Economics and Political Science
Mario A. Zumbo's Charles Schwab Experience June 2015 - Present
Job Wealth Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Baker Tilly Virchow Krause, LLP July 2013 - June 2015
TexelTek, Inc. January 2011 - July 2013
Bay Technologies Consulting Group, Inc. August 2009 - January 2011
MetLife Financial Services June 2008 - August 2008
Skills
Wealth Management, Personal Financial..., Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Charles Schwab June 2015 - Present
Baker Tilly Virchow Krause, LLP July 2013 - June 2015
TexelTek, Inc. January 2011 - July 2013
Bay Technologies Consulting Group, Inc. August 2009 - January 2011
MetLife Financial Services June 2008 - August 2008
Skills
Wealth Management, Personal Financial..., Financial Analysis, Finance, Strategic Financial..., Financial Modeling, Mergers & Acquisitions
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
B.S., Finance
Jim Osterman Jim Osterman's Charles Schwab Experience February 2006 - May 2011
Job
Industry Capital Markets
Experience
Wells Fargo Advisors January 2014 - Present
Stock Market Trader June 2011 - June 2014
Charles Schwab February 2006 - May 2011
UBS Financial Services, Inc. January 2004 - February 2006
Skills
Business Strategy, Analytics, Strategic Planning, Series 7, Process Improvement, Business Planning, Financial Analysis, Trading, Securities, Financial Markets, Quantitative Analytics, Microsoft Excel, Valuation, Data Analysis, Portfolio Management, Finance, Financial Services, Risk Management, Mergers & Acquisitions, Series 63, Banking, Mutual Funds, Equities, Fixed Income, Insurance, Relationship Management, Wealth Management
Education
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park
BS, Business Management
Arizona state university
Wootton
Wells Fargo Advisors January 2014 - Present
Stock Market Trader June 2011 - June 2014
Charles Schwab February 2006 - May 2011
UBS Financial Services, Inc. January 2004 - February 2006
Skills
Business Strategy, Analytics, Strategic Planning, Series 7, Process Improvement, Business Planning, Financial Analysis, Trading, Securities, Financial Markets, Quantitative Analytics, Microsoft Excel, Valuation, Data Analysis, Portfolio Management, Finance, Financial Services, Risk Management, Mergers & Acquisitions, Series 63, Banking, Mutual Funds, Equities, Fixed Income, Insurance, Relationship Management, Wealth Management
Education
University of Phoenix 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland College Park
BS, Business Management
Arizona state university
Wootton
Jessica Hatton's Charles Schwab Experience September 2014 - Present
Job Training Manager, Derivatives Trading & Service
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab May 2013 - Present
Charles Schwab April 2012 - May 2013
Charles Schwab September 2009 - March 2012
Foundation for Sustainable Development February 2009 - May 2009
University of Kentucky August 2006 - May 2008
Americorps-Vista September 2005 - May 2007
Skills
Series 7, FINRA, Risk Management, Customer Service, Series 63, Equity Trading, Data Analysis, Project Management, Problem Solving, Presentations, Public Speaking, Business Process..., Consulting, Corporate Training, Series 3, Series 9, Series 10, Derivatives Trading, Microsoft Office, Regulatory Audits, Process Improvement, Taxations, Quality Auditing
Education
University of Kentucky
BA, International Economics; Spanish; Minor in Psychology
Northern Illinois University
Master's degree, Taxation
Charles Schwab September 2014 - Present
Charles Schwab May 2013 - Present
Charles Schwab April 2012 - May 2013
Charles Schwab September 2009 - March 2012
Foundation for Sustainable Development February 2009 - May 2009
University of Kentucky August 2006 - May 2008
Americorps-Vista September 2005 - May 2007
Skills
Series 7, FINRA, Risk Management, Customer Service, Series 63, Equity Trading, Data Analysis, Project Management, Problem Solving, Presentations, Public Speaking, Business Process..., Consulting, Corporate Training, Series 3, Series 9, Series 10, Derivatives Trading, Microsoft Office, Regulatory Audits, Process Improvement, Taxations, Quality Auditing
Education
University of Kentucky
BA, International Economics; Spanish; Minor in Psychology
Northern Illinois University
Master's degree, Taxation
Michael Wyman Michael Wyman's Charles Schwab Experience 2003 - 2006
Job Relationship Manager, Retirement Plan Specialist
Industry Financial Services
Experience
USI Consulting Group July 2014 - Present
Derby & Company, Inc. 2010 - 2013
Commonwealth Financial Network 2006 - 2010
Charles Schwab 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retirement, Investment Products, Financial Planning, Employee Benefits, Customer Relations, Investment Strategies, Pensions, Asset Allocation, Mutual Funds, Retirement Planning, ERISA, Investment Advisory, Relationship Management, Customer Service, Customer Retention, Cross Selling, Investments
Education
University of Maine
BA, Mathematics
USI Consulting Group July 2014 - Present
Derby & Company, Inc. 2010 - 2013
Commonwealth Financial Network 2006 - 2010
Charles Schwab 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retirement, Investment Products, Financial Planning, Employee Benefits, Customer Relations, Investment Strategies, Pensions, Asset Allocation, Mutual Funds, Retirement Planning, ERISA, Investment Advisory, Relationship Management, Customer Service, Customer Retention, Cross Selling, Investments
Education
University of Maine
BA, Mathematics
Brian Sweetman's Charles Schwab Experience January 2014 - Present
Job Founder, R² Foundation, NFP
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
R² Foundation, NFP April 2009 - Present
TJM Investments LLC October 2013 - January 2015
Saxony Institutional December 2012 - October 2013
Sweetman Cherry Group December 2009 - July 2012
MF Global 2004 - 2009
CBOE floor January 1994 - April 2004
Education
University of Illinois at Urbana-Champaign
Charles Schwab January 2014 - Present
R² Foundation, NFP April 2009 - Present
TJM Investments LLC October 2013 - January 2015
Saxony Institutional December 2012 - October 2013
Sweetman Cherry Group December 2009 - July 2012
MF Global 2004 - 2009
CBOE floor January 1994 - April 2004
Education
University of Illinois at Urbana-Champaign
Mary Doody's Charles Schwab Experience February 2010 - Present
Job
Industry Marketing and Advertising
Experience
Charles Schwab February 2010 - Present
Grasshorse, LLC May 2009 - July 2009
University of Iowa Residence Life August 2006 - May 2009
AmeriNational Community Services May 2008 - July 2008
Skills
Email Marketing, CRM, Marketing Strategy, Onboarding, Marketing Communications, Market Research, Editing, Dreamweaver, Marketing, Strategic Partnerships, Program Management, Event Planning, Customer Service, HTML, Account Management, Social Media Marketing, Social Media, Public Relations, Project Management, Integration, Integrated Marketing, Sales, Marketing Research, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor, Marketing, Management, Communication Studies
Charles Schwab February 2010 - Present
Grasshorse, LLC May 2009 - July 2009
University of Iowa Residence Life August 2006 - May 2009
AmeriNational Community Services May 2008 - July 2008
Skills
Email Marketing, CRM, Marketing Strategy, Onboarding, Marketing Communications, Market Research, Editing, Dreamweaver, Marketing, Strategic Partnerships, Program Management, Event Planning, Customer Service, HTML, Account Management, Social Media Marketing, Social Media, Public Relations, Project Management, Integration, Integrated Marketing, Sales, Marketing Research, Direct Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor, Marketing, Management, Communication Studies
Scott Burt's Charles Schwab Experience 1999 - 2002
Job Instructional Systems Designer at McKinley Group
Industry E-Learning
Experience
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
McKinley Group May 2014 - Present
Scottrade September 2010 - May 2014
Wachovia Bank, N.A. 2005 - 2010
Delta Financial Advisors, Inc. 2003 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1993 - 1997
Skills
Instructional Design, Instructor-led Training, Coaching, Training, Employee Training, Management, Analysis, Sales, Business Development, Human Resources, Leadership, New Business Development, Interviews, E-Learning, Time Management, Selling, Needs Analysis
Education
University of Maryland Baltimore County 2011 — 2013
Master of Arts (M.A.), Instructional Systems Development, 4.0 GPA
University of Iowa - Henry B. Tippie College of Business 1987 — 1989
BBA, Finance
Chad Hilderbrand, CPA's Charles Schwab Experience April 2000 - May 2001
Job Accounting/Investments at The Family Office, LLC
Industry Accounting
Experience
The Family Office, LLC April 2012 - Present
McKesson Corporation July 2010 - April 2012
Fifth Third Bank November 2008 - October 2009
Fifth Third November 2007 - November 2008
National City Bank April 2006 - November 2007
Fifth Third Bank April 2004 - April 2006
Fifth Third Securities, Inc April 2002 - October 2003
Charles Schwab April 2000 - May 2001
Skills
Financial Analysis, Credit, Portfolio Management, Investments, Credit Analysis, Loans, Accounting, Mortgage Lending, Financial Services, Commercial Banking, Treasury Management, Cash Flow, Equities, Cash Management, Management
Education
University of Indianapolis - School of Business 1992 — 1997
Bachelors, Accounting
The Family Office, LLC April 2012 - Present
McKesson Corporation July 2010 - April 2012
Fifth Third Bank November 2008 - October 2009
Fifth Third November 2007 - November 2008
National City Bank April 2006 - November 2007
Fifth Third Bank April 2004 - April 2006
Fifth Third Securities, Inc April 2002 - October 2003
Charles Schwab April 2000 - May 2001
Skills
Financial Analysis, Credit, Portfolio Management, Investments, Credit Analysis, Loans, Accounting, Mortgage Lending, Financial Services, Commercial Banking, Treasury Management, Cash Flow, Equities, Cash Management, Management
Education
University of Indianapolis - School of Business 1992 — 1997
Bachelors, Accounting
Lisa Bertelsen's Charles Schwab Experience April 1999 - November 2001
Job Principal and Founder of Answered, Inc.
Industry Market Research
Experience
Answered, Inc. August 2014 - Present
Chatter Inc. May 2013 - August 2014
NYU 2009 - August 2014
Siegel+Gale February 2010 - October 2012
LB Research Group April 2007 - January 2010
Ipsos April 2005 - April 2007
The Westport Company January 2004 - July 2004
Vividence (acquired by Keynote) July 2002 - December 2003
Charles Schwab April 1999 - November 2001
Vivid Studios August 1996 - April 1999
Skills
Qualitative Research, User Experience, Market Research, Focus Groups, Information Architecture, Customer Insight, Segmentation, Manage Client..., Cross-functional Team..., Workshop Facilitation, Financial Advisory, Venture Capital, Investment Banking, Marketing Research, Usability Testing, Digital Strategy, Ethnography, Brand Architecture, Survey Design, User Interface Design, Interaction Design, Strategy, E-commerce, Positioning, Integrated Marketing, Business Strategy, Corporate Branding, Experience Design, Management, Entrepreneurship, Creative Direction, User Research, Marketing Strategy
Education
French Culinary Insitute (now ICI) 2002 — 2002
Culinary Arts Degree, graduated with distinction
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (BA), Political Science
University of Kent, United Kingdom 1988 — 1989
Specialty Advanced Degree, Politics
Answered, Inc. August 2014 - Present
Chatter Inc. May 2013 - August 2014
NYU 2009 - August 2014
Siegel+Gale February 2010 - October 2012
LB Research Group April 2007 - January 2010
Ipsos April 2005 - April 2007
The Westport Company January 2004 - July 2004
Vividence (acquired by Keynote) July 2002 - December 2003
Charles Schwab April 1999 - November 2001
Vivid Studios August 1996 - April 1999
Skills
Qualitative Research, User Experience, Market Research, Focus Groups, Information Architecture, Customer Insight, Segmentation, Manage Client..., Cross-functional Team..., Workshop Facilitation, Financial Advisory, Venture Capital, Investment Banking, Marketing Research, Usability Testing, Digital Strategy, Ethnography, Brand Architecture, Survey Design, User Interface Design, Interaction Design, Strategy, E-commerce, Positioning, Integrated Marketing, Business Strategy, Corporate Branding, Experience Design, Management, Entrepreneurship, Creative Direction, User Research, Marketing Strategy
Education
French Culinary Insitute (now ICI) 2002 — 2002
Culinary Arts Degree, graduated with distinction
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (BA), Political Science
University of Kent, United Kingdom 1988 — 1989
Specialty Advanced Degree, Politics
Steve Moser Steve Moser's Charles Schwab Experience May 2014 - May 2015
Job Senior Consultant at Levvel
Industry Computer Software
Experience
Levvel, LLC May 2015 - Present
Charles Schwab May 2014 - May 2015
Skookum Digital Works December 2013 - April 2014
Mood Media November 2011 - November 2013
Bank of America August 2010 - November 2011
University of Illinois at Urbana-Champaign May 2009 - August 2009
Caterpillar Inc. June 2008 - August 2008
eServ May 2006 - August 2007
Skills
Objective-C, iPhone development, Mac OS X, Python, Oracle, Computer Science, Matlab, C++, Java, Unix, Ruby on Rails, iOS development, iPad, User Experience, OS X, Mobile Devices, iPhone, iOS, Cocoa
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Computer Science
Levvel, LLC May 2015 - Present
Charles Schwab May 2014 - May 2015
Skookum Digital Works December 2013 - April 2014
Mood Media November 2011 - November 2013
Bank of America August 2010 - November 2011
University of Illinois at Urbana-Champaign May 2009 - August 2009
Caterpillar Inc. June 2008 - August 2008
eServ May 2006 - August 2007
Skills
Objective-C, iPhone development, Mac OS X, Python, Oracle, Computer Science, Matlab, C++, Java, Unix, Ruby on Rails, iOS development, iPad, User Experience, OS X, Mobile Devices, iPhone, iOS, Cocoa
Education
University of Illinois at Urbana-Champaign 2006 — 2010
BS, Computer Science
Alan Lafontaine Alan Lafontaine's Charles Schwab Experience February 2013 - September 2014
Job Experienced SSRS Report Developer and SQL Skills
Industry Information Technology and Services
Experience
Advent Software September 2014 - Present
Charles Schwab February 2013 - September 2014
TopSchool October 2011 - February 2013
Canon Business Solutions June 2009 - October 2011
Maine Air National Guard March 2004 - November 2008
Maine Air National Guard November 2003 - March 2004
Maine Air National Guard September 1997 - November 2003
Skills
Visual Basic, Access, Data, Troubleshooting, Customer Service, Account Management, Project Management, Problem Solving, Analytical Skills, Computer Hardware, Communication, Public Relations, Operating Systems, Management, Time Management, Efficiency, Microsoft Office, Software Documentation, Microsoft Excel, Databases, Data Analysis, Windows 7, Training, SSRS, Report Design, Report Development, Technology, Windows, Product Management, Hardware, CRM
Education
Community College of the Air Force 2000 — 2003
Associates of Applied Science, Information Systems Management
University of Maine 1996 — 2001
B.A, Communication
Advent Software September 2014 - Present
Charles Schwab February 2013 - September 2014
TopSchool October 2011 - February 2013
Canon Business Solutions June 2009 - October 2011
Maine Air National Guard March 2004 - November 2008
Maine Air National Guard November 2003 - March 2004
Maine Air National Guard September 1997 - November 2003
Skills
Visual Basic, Access, Data, Troubleshooting, Customer Service, Account Management, Project Management, Problem Solving, Analytical Skills, Computer Hardware, Communication, Public Relations, Operating Systems, Management, Time Management, Efficiency, Microsoft Office, Software Documentation, Microsoft Excel, Databases, Data Analysis, Windows 7, Training, SSRS, Report Design, Report Development, Technology, Windows, Product Management, Hardware, CRM
Education
Community College of the Air Force 2000 — 2003
Associates of Applied Science, Information Systems Management
University of Maine 1996 — 2001
B.A, Communication
Emmanuel Harang's Charles Schwab Experience February 2009 - Present
Job Sr. Administrative Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2009 - Present
Lake County Clerk's Office January 2007 - August 2008
Seton Hall University 1998 - 2003
Skills
Outlook, Software Documentation, Process Improvement, Customer Service, Windows, Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor’s Degree, Political Science
Charles Schwab February 2009 - Present
Lake County Clerk's Office January 2007 - August 2008
Seton Hall University 1998 - 2003
Skills
Outlook, Software Documentation, Process Improvement, Customer Service, Windows, Microsoft Office, Strategic Planning, Microsoft Excel, PowerPoint
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor’s Degree, Political Science
Andrew Taylor,CFP®'s Charles Schwab Experience May 1999 - February 2012
Job Wealth Advisor at OJM Group
Industry Investment Management
Experience
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
OJM Group February 2012 - Present
Charles Schwab May 1999 - February 2012
Fidelity Investments June 1997 - May 1999
Skills
Investment Management, Wealth Management, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Asset Allocation, Strategic Financial..., Certified Financial..., Financial Planning, Retirement, Mutual Funds, Investment Strategies
Education
University of Kentucky 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Tony Beste's Charles Schwab Experience April 1999 - June 2002
Job Digital Advertising Project Management Consultant at Tiffany & Company
Industry Luxury Goods & Jewelry
Experience
Tiffany & Company October 2014 - Present
Conde Nast October 2012 - October 2014
Nickelodeon February 2007 - April 2012
Schwab, Intuit, Corporate Agenda, Wong Doody, IW Group July 2002 - January 2007
Charles Schwab April 1999 - June 2002
Eire Direct Marketing January 1996 - March 1999
A. Eicoff & Company, A Division of Ogilvy & Mather September 1993 - January 1996
Skills
Television, Facebook, New Media, Advertising, Video, Video Production, Digital Strategy, Content Strategy, Digital Media, CRM, Video Games, User Experience, Entertainment, Post Production, Digital Marketing, Social Media, Integrated Marketing, Creative Direction
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Communications
Tiffany & Company October 2014 - Present
Conde Nast October 2012 - October 2014
Nickelodeon February 2007 - April 2012
Schwab, Intuit, Corporate Agenda, Wong Doody, IW Group July 2002 - January 2007
Charles Schwab April 1999 - June 2002
Eire Direct Marketing January 1996 - March 1999
A. Eicoff & Company, A Division of Ogilvy & Mather September 1993 - January 1996
Skills
Television, Facebook, New Media, Advertising, Video, Video Production, Digital Strategy, Content Strategy, Digital Media, CRM, Video Games, User Experience, Entertainment, Post Production, Digital Marketing, Social Media, Integrated Marketing, Creative Direction
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Communications
Benjamin Metzger's Charles Schwab Experience August 2015 - Present
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Colorado Legal Services May 2014 - July 2014
English, Lucas, Priest & Owsley May 2013 - July 2013
Public Service Credit Union June 2011 - June 2012
Citi July 2010 - June 2011
Citi June 2009 - July 2010
The White House May 2008 - August 2008
Boys & Girls Clubs of America May 2007 - August 2007
Education
University of Kentucky College of Law 2012 — 2015
Juris Doctor (J.D.), Banking, Corporate, and Finance Law
Florida College 2006 — 2009
B.A., Liberal Studies (Business, History, Biblical Studies)
Franklin-Simpson High School 2002 — 2006
Honors, Business Concentration
Charles Schwab August 2015 - Present
Colorado Legal Services May 2014 - July 2014
English, Lucas, Priest & Owsley May 2013 - July 2013
Public Service Credit Union June 2011 - June 2012
Citi July 2010 - June 2011
Citi June 2009 - July 2010
The White House May 2008 - August 2008
Boys & Girls Clubs of America May 2007 - August 2007
Education
University of Kentucky College of Law 2012 — 2015
Juris Doctor (J.D.), Banking, Corporate, and Finance Law
Florida College 2006 — 2009
B.A., Liberal Studies (Business, History, Biblical Studies)
Franklin-Simpson High School 2002 — 2006
Honors, Business Concentration
Martin Fahey, CRPS® Martin Fahey, CRPS®'s Charles Schwab Experience 2012 - 2013
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Lee Hines, MBA's Charles Schwab Experience September 2011 - April 2013
Job Financial Analyst II at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation April 2014 - Present
US Navy November 2006 - July 2013
Charles Schwab September 2011 - April 2013
Skills
Strategic Planning, Budgets, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Public Speaking, Negotiation, Economics, Marketing, Corporate Finance, Team Management, Equity Trading, Equity Research, Customer Engagement, Imagery Analysis, Operational Intelligence, Sales, English, Windows, Outlook, Data Analysis, Competitive Analysis, Product Marketing, Financial Analysis, Report Writing, Analysis, Leadership, Market Research, Customer Service, Call Centers, Risk Management, Microsoft Excel
Education
University of Indianapolis 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Purdue University 2005 — 2010
Bachelor's degree, Organizational Leadership
westfield highschool 2001 — 2005
Duke Energy Corporation April 2014 - Present
US Navy November 2006 - July 2013
Charles Schwab September 2011 - April 2013
Skills
Strategic Planning, Budgets, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Public Speaking, Negotiation, Economics, Marketing, Corporate Finance, Team Management, Equity Trading, Equity Research, Customer Engagement, Imagery Analysis, Operational Intelligence, Sales, English, Windows, Outlook, Data Analysis, Competitive Analysis, Product Marketing, Financial Analysis, Report Writing, Analysis, Leadership, Market Research, Customer Service, Call Centers, Risk Management, Microsoft Excel
Education
University of Indianapolis 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Purdue University 2005 — 2010
Bachelor's degree, Organizational Leadership
westfield highschool 2001 — 2005
ramkarthik m ramkarthik m's Charles Schwab Experience July 2011 - February 2013
Job Contract Test Analyst at VW Credit, Inc.
Industry Computer Networking
Experience
VW Credit, Inc. February 2013 - Present
Charles Schwab July 2011 - February 2013
Tata Consultancy Services December 2004 - June 2011
Skills
Unix, Software Quality..., Test Planning, Oracle, Quality Center, Quality Assurance, Microsoft SQL Server, ETL, SDLC, Agile Methodologies, SQL, Test Automation, TFS, SilkTest, Requirements Analysis, Informatica, Business Objects, Rational test real Time, Rational Robot, VSTS, Putty, toad, Fiddler, LDAP, Autosys, DB2, Wireshark, QPST, QXDM, Sybase, Test Management Tool, Defect Life Cycle, Tidal Enterprise..., Test Management, Web Testing, Regression Testing, Testing, HP Quality Center
Education
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
VW Credit, Inc. February 2013 - Present
Charles Schwab July 2011 - February 2013
Tata Consultancy Services December 2004 - June 2011
Skills
Unix, Software Quality..., Test Planning, Oracle, Quality Center, Quality Assurance, Microsoft SQL Server, ETL, SDLC, Agile Methodologies, SQL, Test Automation, TFS, SilkTest, Requirements Analysis, Informatica, Business Objects, Rational test real Time, Rational Robot, VSTS, Putty, toad, Fiddler, LDAP, Autosys, DB2, Wireshark, QPST, QXDM, Sybase, Test Management Tool, Defect Life Cycle, Tidal Enterprise..., Test Management, Web Testing, Regression Testing, Testing, HP Quality Center
Education
University of Madras 2000 — 2004
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bozena Taubert's Charles Schwab Experience June 2011 - October 2011
Job Program Manager
Industry Information Technology and Services
Experience
Honeywell October 2011 - Present
Charles Schwab June 2011 - October 2011
Sprint Nextel May 2005 - February 2011
Information Technology Group September 2003 - August 2004
Midwest Consulting Group July 1998 - July 2003
Claremont Technology Group September 1997 - July 1998
ICBC 1993 - 1997
Skills
PMP, SDLC, Vendor Management, Integration, Project Management, Project Delivery, Business Analysis, Telecommunications, Leadership, Testing, Process Improvement, Cross-functional Team..., Software Project..., PMO, Program Management
Education
University of Kansas - Graduate School of Business 2004 — 2005
MBA, Finance
University of Wroclaw
MSc, Mathematics
Project Management Institute
PMP Certification
Honeywell October 2011 - Present
Charles Schwab June 2011 - October 2011
Sprint Nextel May 2005 - February 2011
Information Technology Group September 2003 - August 2004
Midwest Consulting Group July 1998 - July 2003
Claremont Technology Group September 1997 - July 1998
ICBC 1993 - 1997
Skills
PMP, SDLC, Vendor Management, Integration, Project Management, Project Delivery, Business Analysis, Telecommunications, Leadership, Testing, Process Improvement, Cross-functional Team..., Software Project..., PMO, Program Management
Education
University of Kansas - Graduate School of Business 2004 — 2005
MBA, Finance
University of Wroclaw
MSc, Mathematics
Project Management Institute
PMP Certification
Ed Ehrgott's Charles Schwab Experience August 1996 - September 2004
Job Web Developer & Technology Consultant
Industry Information Technology and Services
Experience
Tallblade Development September 2005 - Present
Charles Schwab August 1996 - September 2004
Skills
Web Development, CSS, Web Design, PHP, WordPress, HTML, Online Marketing, JavaScript, Online Advertising, MVC, Project Management, Ruby on Rails, Integrated Marketing, Agile Methodologies
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accountancy
Tallblade Development September 2005 - Present
Charles Schwab August 1996 - September 2004
Skills
Web Development, CSS, Web Design, PHP, WordPress, HTML, Online Marketing, JavaScript, Online Advertising, MVC, Project Management, Ruby on Rails, Integrated Marketing, Agile Methodologies
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS, Accountancy
James Lerro James Lerro's Charles Schwab Experience 1997 - 2001
Job Finance and Wealth Management | Chief Compliance Officer / Managing Director / Regional Sales Manager IACCP™, OSJ
Industry Financial Services
Experience
Financial Management and Compliance Professional July 2014 - Present
Scarborough Capital Management 2003 - 2014
Harvest Investments Consultants, Inc. 2001 - 2002
Charles Schwab 1997 - 2001
Skills
Auditing, Finance, Financial Services, Financial Risk, Internal Audit, Management, Investments, Restructuring, Insurance, Risk Management, Chief Compliance Officer, Managing Director, Regional Sales..., Wealth Management, Regulatory Compliance, ERISA, FINRA, Change Management, Operations Management, Debt Restructuring, Divestitures, Negotiation, Cost Control, Asset Management, rightsizing, reorganization, Strategic Planning, Accounting, Risk Assessment, insurance sales, Relationship Management, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, IACCP
Education
University of Maryland College Park
Financial Management and Compliance Professional July 2014 - Present
Scarborough Capital Management 2003 - 2014
Harvest Investments Consultants, Inc. 2001 - 2002
Charles Schwab 1997 - 2001
Skills
Auditing, Finance, Financial Services, Financial Risk, Internal Audit, Management, Investments, Restructuring, Insurance, Risk Management, Chief Compliance Officer, Managing Director, Regional Sales..., Wealth Management, Regulatory Compliance, ERISA, FINRA, Change Management, Operations Management, Debt Restructuring, Divestitures, Negotiation, Cost Control, Asset Management, rightsizing, reorganization, Strategic Planning, Accounting, Risk Assessment, insurance sales, Relationship Management, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, IACCP
Education
University of Maryland College Park
Tracy Marshall Tracy Marshall's Charles Schwab Experience August 2015 - Present
Job Sr. Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Northwestern Mutual March 2003 - August 2015
Deutsche Bank January 2000 - December 2001
Credit Suisse First Boston March 1997 - 2000
Skills
Securities, Leadership, Series 7, Financial Services, Investments, Diversity & Inclusion, 401k, Insurance, Strategy, Retirement Planning, Series 63, Risk Management, Fixed Annuities, Customer Relations, Mutual Funds, Retirement, Compliance, Disability Insurance, Equities, Investment Advisory, Asset Allocation, Wealth Accumulation, Microsoft Office, FINRA, Underwriting, Supervisory Skills, Annuities, Long Term Care, Risk, Financial Risk, Long-term Care, Customer Service, Relationship Management, Series 66, Series 9, Series 10, Process Improvement
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Communications
Charles Schwab August 2015 - Present
Northwestern Mutual March 2003 - August 2015
Deutsche Bank January 2000 - December 2001
Credit Suisse First Boston March 1997 - 2000
Skills
Securities, Leadership, Series 7, Financial Services, Investments, Diversity & Inclusion, 401k, Insurance, Strategy, Retirement Planning, Series 63, Risk Management, Fixed Annuities, Customer Relations, Mutual Funds, Retirement, Compliance, Disability Insurance, Equities, Investment Advisory, Asset Allocation, Wealth Accumulation, Microsoft Office, FINRA, Underwriting, Supervisory Skills, Annuities, Long Term Care, Risk, Financial Risk, Long-term Care, Customer Service, Relationship Management, Series 66, Series 9, Series 10, Process Improvement
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Communications
James Donelan James Donelan's Charles Schwab Experience May 1997 - December 2004
Job VP Engineering at MuleSoft Inc
Industry Computer Software
Experience
MuleSoft Inc December 2012 - Present
Sociable Labs November 2011 - December 2012
Lithium Technologies May 2009 - November 2011
Touristr June 2008 - May 2009
Switchfly, Inc. May 2007 - May 2008
Epiphany February 2005 - May 2007
Charles Schwab May 1997 - December 2004
Resolution Technology 1996 - 1997
COMPAQ Computer 1993 - 1995
Skills
Technical Architecture, REST, Agile Methodologies, Java, SaaS, Cloud Computing, SOA, Software Development, Web Applications, Big Data, Web Services, C#, Software Engineering, Strategy, Integration, Team Leadership, Management, Software Design, Business Intelligence, E-commerce, Spring, Software Project..., Start-ups, Mobile Devices, SDLC, .NET, Agile Project Management, Architecture, Unix, SQL, Solution Architecture, Mobile Applications, IT Strategy, Analytics, CRM, Design Patterns, Linux, Quality Assurance, System Architecture, Tomcat, Python, Security, Amazon Web Services...
Education
University of Limerick 1991 — 1995
BSc, Applied Mathematics & Computing
Microsoft Corporation
MCSD, Microsoft Certified Solution Developer
SUN Microsystems
SCEA, SUN Certified J2EE Enterprise Architect
MuleSoft Inc December 2012 - Present
Sociable Labs November 2011 - December 2012
Lithium Technologies May 2009 - November 2011
Touristr June 2008 - May 2009
Switchfly, Inc. May 2007 - May 2008
Epiphany February 2005 - May 2007
Charles Schwab May 1997 - December 2004
Resolution Technology 1996 - 1997
COMPAQ Computer 1993 - 1995
Skills
Technical Architecture, REST, Agile Methodologies, Java, SaaS, Cloud Computing, SOA, Software Development, Web Applications, Big Data, Web Services, C#, Software Engineering, Strategy, Integration, Team Leadership, Management, Software Design, Business Intelligence, E-commerce, Spring, Software Project..., Start-ups, Mobile Devices, SDLC, .NET, Agile Project Management, Architecture, Unix, SQL, Solution Architecture, Mobile Applications, IT Strategy, Analytics, CRM, Design Patterns, Linux, Quality Assurance, System Architecture, Tomcat, Python, Security, Amazon Web Services...
Education
University of Limerick 1991 — 1995
BSc, Applied Mathematics & Computing
Microsoft Corporation
MCSD, Microsoft Certified Solution Developer
SUN Microsystems
SCEA, SUN Certified J2EE Enterprise Architect
Bart Burtcheard's Charles Schwab Experience October 1996 - June 2003
Job VP / Director of Operations at Agency ADvisor
Industry Marketing and Advertising
Experience
Agency ADvisor May 2003 - Present
CSB Consulting May 2003 - January 2010
Charles Schwab October 1996 - June 2003
Skills
Workshop Facilitation, Relationship Management, Consulting, Series 7, Team Building, Program Management, Finance, Series 63, Coaching, Project Management, Business Process..., Strategic Planning, Strategy, Advertising, Social Media, Leadership, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Management
Education
University of Illinois at Urbana-Champaign
Journalism
LakeLand Community College 1984 — 1986
Associate in Applied Science, Radio and TV Broadcasting / Journalism
Agency ADvisor May 2003 - Present
CSB Consulting May 2003 - January 2010
Charles Schwab October 1996 - June 2003
Skills
Workshop Facilitation, Relationship Management, Consulting, Series 7, Team Building, Program Management, Finance, Series 63, Coaching, Project Management, Business Process..., Strategic Planning, Strategy, Advertising, Social Media, Leadership, Marketing Strategy, Marketing, Social Media Marketing, Public Relations, Management
Education
University of Illinois at Urbana-Champaign
Journalism
LakeLand Community College 1984 — 1986
Associate in Applied Science, Radio and TV Broadcasting / Journalism
Helene Berson Helene Berson's Charles Schwab Experience 1992 - 1997
Job President at Helene Berson, CPA
Industry Financial Services
Experience
Helene Berson, CPA September 2000 - Present
Capital Access Partners/Investors Diligence, Inc. 2002 - 2007
Barclays Global Investors September 1998 - September 2000
Charles Schwab 1992 - 1997
Price Waterhouse 1989 - 1992
Skills
Accounting, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Mergers, Strategic Planning
Education
University of Maryland College Park 1981 — 1984
BS, Accounting
Wootton High School
Helene Berson, CPA September 2000 - Present
Capital Access Partners/Investors Diligence, Inc. 2002 - 2007
Barclays Global Investors September 1998 - September 2000
Charles Schwab 1992 - 1997
Price Waterhouse 1989 - 1992
Skills
Accounting, Due Diligence, Mergers & Acquisitions, Financial Analysis, Investments, Mergers, Strategic Planning
Education
University of Maryland College Park 1981 — 1984
BS, Accounting
Wootton High School
Joseph Glynn Joseph Glynn's Charles Schwab Experience June 2014 - Present
Job Regional Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Charles Schwab June 2014 - Present
Charles Schwab June 2011 - May 2014
Russell Investments June 2007 - October 2009
Rosenthal Collins Group January 2001 - June 2007
Merrill Lynch June 1997 - March 2000
Goldman Sachs June 1994 - June 1997
Education
University of Iowa 1990 — 1994
BBA, Finance
Loyola 1986 — 1990
Robert Venable Robert Venable's Charles Schwab Experience August 2015 - Present
Job Senior Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - August 2015
Busey September 2011 - September 2013
Merrill Lynch November 2010 - August 2011
Merrill Lynch May 2008 - November 2010
Merrill Lynch November 2006 - May 2008
Merrill Lynch November 2005 - November 2006
Skills
Investments, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., MBA, Certified Financial..., CWS, CRPC, Comprehensive Planning
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance and Financial Management Services
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - August 2015
Busey September 2011 - September 2013
Merrill Lynch November 2010 - August 2011
Merrill Lynch May 2008 - November 2010
Merrill Lynch November 2006 - May 2008
Merrill Lynch November 2005 - November 2006
Skills
Investments, Financial Advisory, Wealth Management, Retirement Planning, Strategic Financial..., MBA, Certified Financial..., CWS, CRPC, Comprehensive Planning
Education
University of Illinois Springfield
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance and Financial Management Services
Carlene Canale Carlene Canale's Charles Schwab Experience 2002 - 2006
Job Brand and marketing leader known for innovation and reinvention of customer and user experiences that transform brands.
Industry Marketing and Advertising
Experience
IBM August 2014 - Present
Ideeli (A Groupon Company) 2011 - 2012
WPP & SolutionSet 2007 - 2011
Charles Schwab 2002 - 2006
Modo Futuro 1997 - 2002
Various Agencies 1990 - 1997
Skills
Creative Direction, Integrated Marketing, Creative Strategy, Advertising, Concept Development, Brand Development, Marketing, Management Of Creative..., Direct Marketing, Brand Management, Strategy, E-commerce, Copywriting, Digital Marketing, Cross-functional Team..., Collaboration, Relationship Marketing, Collateral, Direct Mail, Online Advertising, Start-ups, Interactive Marketing, Creative Services, Creative Executions, Video, In-house Design, Branding & Identity, User Experience, Corporate Branding, Strategic Communications, Web Design, Thought Leadership, Idea Generation, Brand Awareness, Branding Experience, Social Marketing, B2B, Leadership Development, CRM, Creative Development, Design Management, Brand Developement, Global Brand Management, Financial Services..., Consumer Technology..., Fashion Marketing, Advertising Agency, Marketing Agency
Education
University of Maryland College Park 1979 — 1983
Bachelor of Science, Applied Design
IBM August 2014 - Present
Ideeli (A Groupon Company) 2011 - 2012
WPP & SolutionSet 2007 - 2011
Charles Schwab 2002 - 2006
Modo Futuro 1997 - 2002
Various Agencies 1990 - 1997
Skills
Creative Direction, Integrated Marketing, Creative Strategy, Advertising, Concept Development, Brand Development, Marketing, Management Of Creative..., Direct Marketing, Brand Management, Strategy, E-commerce, Copywriting, Digital Marketing, Cross-functional Team..., Collaboration, Relationship Marketing, Collateral, Direct Mail, Online Advertising, Start-ups, Interactive Marketing, Creative Services, Creative Executions, Video, In-house Design, Branding & Identity, User Experience, Corporate Branding, Strategic Communications, Web Design, Thought Leadership, Idea Generation, Brand Awareness, Branding Experience, Social Marketing, B2B, Leadership Development, CRM, Creative Development, Design Management, Brand Developement, Global Brand Management, Financial Services..., Consumer Technology..., Fashion Marketing, Advertising Agency, Marketing Agency
Education
University of Maryland College Park 1979 — 1983
Bachelor of Science, Applied Design
Julie Hecht Julie Hecht's Charles Schwab Experience July 1995 - May 1998
Job Head of Talent at Blumberg Capital
Industry Staffing and Recruiting
Experience
Blumberg Capital November 2014 - Present
Julie Hecht Executive Search 2003 - 2015
Commerce One January 1999 - December 2001
Charles Schwab July 1995 - May 1998
Skills
Start-ups, Strategic Partnerships, Digital Media, Strategy, Marketing, Sales, Recruiting, Social Media, Program Management, Executive Management, Talent Management, Management, Business Development, Online Advertising, New Business Development, Digital Marketing, Account Management, Team Building, Integrated Marketing, New Media, Lead Generation, Online Marketing, Sales Management, CRM, SEM, Advertising, Search, Entrepreneurship, Product Marketing, Temporary Placement, Hiring, E-commerce, Salesforce.com, SaaS, Mobile Marketing, Talent Acquisition
Education
University of Maryland College Park
BS, Marketing
Blumberg Capital November 2014 - Present
Julie Hecht Executive Search 2003 - 2015
Commerce One January 1999 - December 2001
Charles Schwab July 1995 - May 1998
Skills
Start-ups, Strategic Partnerships, Digital Media, Strategy, Marketing, Sales, Recruiting, Social Media, Program Management, Executive Management, Talent Management, Management, Business Development, Online Advertising, New Business Development, Digital Marketing, Account Management, Team Building, Integrated Marketing, New Media, Lead Generation, Online Marketing, Sales Management, CRM, SEM, Advertising, Search, Entrepreneurship, Product Marketing, Temporary Placement, Hiring, E-commerce, Salesforce.com, SaaS, Mobile Marketing, Talent Acquisition
Education
University of Maryland College Park
BS, Marketing
Molly Conneen's Charles Schwab Experience April 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Various Nonprofits March 2013 - April 2014
Daniels Fund August 2010 - February 2013
United Airlines December 2008 - November 2009
LaSalle Bank April 2000 - March 2008
Catholic Charities- Dorothy Day Center August 1995 - December 1999
Skills
Management, Corporate Social..., Marketing, Proposal Writing, Sponsorship, Public Speaking, Organizational..., Manage Client..., Strategic Planning, Program Management, Team Building, Project Management, Budgets, Executive Management, Marketing Strategy
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, Economics
Benet Academy
Charles Schwab April 2014 - Present
Various Nonprofits March 2013 - April 2014
Daniels Fund August 2010 - February 2013
United Airlines December 2008 - November 2009
LaSalle Bank April 2000 - March 2008
Catholic Charities- Dorothy Day Center August 1995 - December 1999
Skills
Management, Corporate Social..., Marketing, Proposal Writing, Sponsorship, Public Speaking, Organizational..., Manage Client..., Strategic Planning, Program Management, Team Building, Project Management, Budgets, Executive Management, Marketing Strategy
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BA, Economics
Benet Academy
Kyle Gann's Charles Schwab Experience 2012 - 2013
Job Unit Leader/Supervisor at Chrysler LLC
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles March 2013 - Present
Gill Athletics September 2013 - March 2014
Charles Schwab 2012 - 2013
University of Louisville Athletic Department July 2011 - December 2011
Education
University of Louisville 2007 — 2012
Bachelor's degree, Sports Administration with a focus on finance and management
Indiana University
FCA Fiat Chrysler Automobiles March 2013 - Present
Gill Athletics September 2013 - March 2014
Charles Schwab 2012 - 2013
University of Louisville Athletic Department July 2011 - December 2011
Education
University of Louisville 2007 — 2012
Bachelor's degree, Sports Administration with a focus on finance and management
Indiana University
Ramesh Srinivasalu Ramesh Srinivasalu's Charles Schwab Experience July 2008 - October 2010
Job Sr Database Developer, Bi developer at The Walt Disney Company
Industry Hospital & Health Care
Experience
The Walt Disney Company October 2010 - Present
Charles Schwab July 2008 - October 2010
Vensoft Inc 2009 - 2010
Wipro TEchnologies November 2005 - April 2008
Satyam Computer services Limited February 2005 - November 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
Skills
SSIS, Microsoft SQL Server, ETL, SSRS, Data Warehousing, Database Design, Database Engine Tuning..., MongoDB, PostgreSQL, Vert.x, Java, ASP.NET MVC, Business Intelligence, SDLC, Agile Methodologies, Technical Project..., Hadoop, Large-scale Data...
Education
University of Madras 1998 — 2002
B.E, CSE
The Walt Disney Company October 2010 - Present
Charles Schwab July 2008 - October 2010
Vensoft Inc 2009 - 2010
Wipro TEchnologies November 2005 - April 2008
Satyam Computer services Limited February 2005 - November 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
R.F.C 2002 - 2005
Skills
SSIS, Microsoft SQL Server, ETL, SSRS, Data Warehousing, Database Design, Database Engine Tuning..., MongoDB, PostgreSQL, Vert.x, Java, ASP.NET MVC, Business Intelligence, SDLC, Agile Methodologies, Technical Project..., Hadoop, Large-scale Data...
Education
University of Madras 1998 — 2002
B.E, CSE
Pankajakshan Aravindakshan Pankajakshan Aravindakshan's Charles Schwab Experience January 2000 - May 2001
Job Experienced DBA Manager, Data Warehouse Development Manager, Database Architect
Industry Information Technology and Services
Experience
Stanford Health Care May 2015 - Present
Cisco Systems May 2012 - May 2015
Novartis March 2011 - April 2012
California Employment Development Department March 2010 - March 2011
Verizon Business August 2001 - December 2009
Charles Schwab January 2000 - May 2001
Oracle America, Inc May 1996 - December 1999
Skills
Oracle, Data Warehousing, Data Modeling, Databases, PL/SQL, SDLC, SQL, Database Design, ETL, Integration, Business Intelligence, Unix, Solution Architecture, Software Development, SaaS, Performance Tuning, SQL Tuning, Data Migration, Web Services, SOA, Relational Databases, Informatica, Linux, Unix Shell Scripting, Software Documentation, Java, Shell Scripting, Capacity Planning, Enterprise Architecture, Microsoft SQL Server, Programming, Agile Methodologies, Data Models, Data Marts, Weblogic, OLTP, Distributed Systems, Oracle RAC, Replication, Stored Procedures, Requirements Analysis, Software Project..., Database Development, Oncology
Education
BARC Training School
Master's degree, Computer Science
University of Kerala
B. Tech, Electronics & Communication Engineering, Honors
Stanford Health Care May 2015 - Present
Cisco Systems May 2012 - May 2015
Novartis March 2011 - April 2012
California Employment Development Department March 2010 - March 2011
Verizon Business August 2001 - December 2009
Charles Schwab January 2000 - May 2001
Oracle America, Inc May 1996 - December 1999
Skills
Oracle, Data Warehousing, Data Modeling, Databases, PL/SQL, SDLC, SQL, Database Design, ETL, Integration, Business Intelligence, Unix, Solution Architecture, Software Development, SaaS, Performance Tuning, SQL Tuning, Data Migration, Web Services, SOA, Relational Databases, Informatica, Linux, Unix Shell Scripting, Software Documentation, Java, Shell Scripting, Capacity Planning, Enterprise Architecture, Microsoft SQL Server, Programming, Agile Methodologies, Data Models, Data Marts, Weblogic, OLTP, Distributed Systems, Oracle RAC, Replication, Stored Procedures, Requirements Analysis, Software Project..., Database Development, Oncology
Education
BARC Training School
Master's degree, Computer Science
University of Kerala
B. Tech, Electronics & Communication Engineering, Honors
Daniel Lutocka's Charles Schwab Experience April 2015 - Present
Job Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Fifth Third Bank May 2014 - 2015
The National Bank of Indianapolis May 2013 - August 2013
Houlihan Valuation Advisors December 2012 - January 2013
Jug's Catering July 2009 - May 2012
Finish Line May 2010 - January 2011
Pacers Sports & Entertainment October 2005 - April 2010
Skills
Personal Finance, Financial Accounting, Microsoft Office, Market Research, Quantitative Research, Customer Service, Public Speaking, Teamwork, Team Leadership, Sales, Investments, Banking
Education
University of Indianapolis - School of Business 2010 — 2014
Finance, General
Plainfield High School 2007 — 2010
Charles Schwab April 2015 - Present
Fifth Third Bank May 2014 - 2015
The National Bank of Indianapolis May 2013 - August 2013
Houlihan Valuation Advisors December 2012 - January 2013
Jug's Catering July 2009 - May 2012
Finish Line May 2010 - January 2011
Pacers Sports & Entertainment October 2005 - April 2010
Skills
Personal Finance, Financial Accounting, Microsoft Office, Market Research, Quantitative Research, Customer Service, Public Speaking, Teamwork, Team Leadership, Sales, Investments, Banking
Education
University of Indianapolis - School of Business 2010 — 2014
Finance, General
Plainfield High School 2007 — 2010
Ella Bryant's Charles Schwab Experience May 2015 - Present
Job Finance Intern at Charles Schwab
Industry Accounting
Experience
Charles Schwab May 2015 - Present
Skills
Leadership, Public Speaking, Client Relations, Communication, Student Government, Microsoft Office, Microsoft Excel, Microsoft Exchange, PowerPoint, Microsoft Word
Education
University of Louisville 2013 — 2017
Accounting, Junior
Charles Schwab May 2015 - Present
Skills
Leadership, Public Speaking, Client Relations, Communication, Student Government, Microsoft Office, Microsoft Excel, Microsoft Exchange, PowerPoint, Microsoft Word
Education
University of Louisville 2013 — 2017
Accounting, Junior
Alex Haler's Charles Schwab Experience February 2013 - March 2014
Job Vice President at Personal Capital
Industry Financial Services
Experience
Personal Capital April 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab September 2012 - February 2013
Charles Schwab February 2012 - September 2012
Edward Jones October 2010 - November 2011
Big Brothers Big Sisters 2008 - 2010
Iowa City Area Development Group January 2009 - June 2009
Iowa City Area Chamber of Commerce August 2008 - December 2008
Kemin Industries May 2008 - August 2008
Kemin Industries May 2007 - August 2007
Skills
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal, TM1, Management, Leadership, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Strategies, Banking, Financial Reporting, Investments, Forecasting, Mutual Funds, Analysis, Securities, Series 7, Financial Planning, Finance, Financial Analysis, Financial Modeling
Education
University of California, Berkeley Extension 2013 — 2014
Professional Sequence in Personal Financial Planning, Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
BBA, Finance
Personal Capital April 2014 - Present
Charles Schwab February 2013 - March 2014
Charles Schwab September 2012 - February 2013
Charles Schwab February 2012 - September 2012
Edward Jones October 2010 - November 2011
Big Brothers Big Sisters 2008 - 2010
Iowa City Area Development Group January 2009 - June 2009
Iowa City Area Chamber of Commerce August 2008 - December 2008
Kemin Industries May 2008 - August 2008
Kemin Industries May 2007 - August 2007
Skills
Microsoft Excel, Health Insurance, Fixed Income Analysis, Investment Research, Bloomberg Terminal, TM1, Management, Leadership, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Strategies, Banking, Financial Reporting, Investments, Forecasting, Mutual Funds, Analysis, Securities, Series 7, Financial Planning, Finance, Financial Analysis, Financial Modeling
Education
University of California, Berkeley Extension 2013 — 2014
Professional Sequence in Personal Financial Planning, Finance
University of Iowa - Henry B. Tippie College of Business 2008 — 2010
BBA, Finance
Jill Muller Duffy's Charles Schwab Experience July 2015 - Present
Job Senior Business Systems Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab December 2012 - July 2015
Karsh\Hagan March 2012 - December 2012
Wall Street On Demand/Markit On Demand March 2010 - March 2012
Wall Street On Demand August 2007 - March 2010
Fiserv ISS January 2007 - August 2007
Fiserv ISS November 2004 - January 2007
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, User Acceptance Testing, MS Project, Google Analytics, Web Project Management, Agile Methodologies, CRM, Integrated Marketing, Scrum, SharePoint
Education
University of Iowa
Bacholor of Science, Health Sciences & Physical Studies, Minor in Psychology
Charles Schwab July 2015 - Present
Charles Schwab December 2012 - July 2015
Karsh\Hagan March 2012 - December 2012
Wall Street On Demand/Markit On Demand March 2010 - March 2012
Wall Street On Demand August 2007 - March 2010
Fiserv ISS January 2007 - August 2007
Fiserv ISS November 2004 - January 2007
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, User Acceptance Testing, MS Project, Google Analytics, Web Project Management, Agile Methodologies, CRM, Integrated Marketing, Scrum, SharePoint
Education
University of Iowa
Bacholor of Science, Health Sciences & Physical Studies, Minor in Psychology
Samantha Chow Samantha Chow's Charles Schwab Experience June 2014 - August 2014
Job Financial Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
AXA Advisors June 2012 - March 2014
Abercrombie & Fitch January 2011 - February 2013
Skills
Leadership, Sales, Financial Analysis, Insurance, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Agriculture and Consumer Economics, Financial Planning and Services
Northern Trust Corporation July 2015 - Present
Charles Schwab June 2014 - August 2014
AXA Advisors June 2012 - March 2014
Abercrombie & Fitch January 2011 - February 2013
Skills
Leadership, Sales, Financial Analysis, Insurance, Investments, Portfolio Management
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Agriculture and Consumer Economics, Financial Planning and Services
victoria fan victoria fan's Charles Schwab Experience September 1999 - July 2003
Job Business Controller, Google Play
Industry Accounting
Experience
Google October 2011 - Present
Google January 2010 - October 2011
Google June 2005 - January 2010
Charles Schwab September 1999 - July 2003
PRICEWATERHOUSECOOPERS LLP September 1997 - September 1999
University of London May 1996 - August 1996
The American Embassy January 1996 - April 1996
Skills
Accounting, Auditing, Internal Controls, Finance, Analysis, US GAAP, GAAP, Management, Project Management, Financial Statements, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Analytics, Strategy, Mergers & Acquisitions
Education
COLUMBIA UNIVERSITY 2003 — 2005
Masters, Social Work, 3.97
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Accountancy
Google October 2011 - Present
Google January 2010 - October 2011
Google June 2005 - January 2010
Charles Schwab September 1999 - July 2003
PRICEWATERHOUSECOOPERS LLP September 1997 - September 1999
University of London May 1996 - August 1996
The American Embassy January 1996 - April 1996
Skills
Accounting, Auditing, Internal Controls, Finance, Analysis, US GAAP, GAAP, Management, Project Management, Financial Statements, Equities, Financial Analysis, Financial Modeling, Financial Reporting, Analytics, Strategy, Mergers & Acquisitions
Education
COLUMBIA UNIVERSITY 2003 — 2005
Masters, Social Work, 3.97
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science, Accountancy
Karen Buxton Karen Buxton's Charles Schwab Experience 2008 - 2014
Job Financial Planner at Watermark Asset Management, Inc.
Industry Financial Services
Experience
Watermark Asset Management, Inc. February 2015 - Present
Charles Schwab 2008 - 2014
MetLife 2003 - 2008
La Jolla Wealth Management 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
American Express 1988 - 1999
Skills
Retirement Planning, Financial Planning, Financial Services
Education
University of Kentucky
Bachelor’s Degree, Mathematics
University of Utah
Master’s Degree, Business Administration
University of Utah
Bachelor’s Degree, Accounting
Watermark Asset Management, Inc. February 2015 - Present
Charles Schwab 2008 - 2014
MetLife 2003 - 2008
La Jolla Wealth Management 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
American Express 1988 - 1999
Skills
Retirement Planning, Financial Planning, Financial Services
Education
University of Kentucky
Bachelor’s Degree, Mathematics
University of Utah
Master’s Degree, Business Administration
University of Utah
Bachelor’s Degree, Accounting
Seshadri Vijayaraghavan Seshadri Vijayaraghavan's Charles Schwab Experience May 2005 - September 2005
Job Senior Director Technology and Product
Industry Information Technology and Services
Experience
Comcast February 2015 - Present
Comcast November 2012 - Present
Nike December 2011 - October 2012
Cognizant Technology Solutions May 2011 - October 2012
Lloyds Banking Group November 2007 - April 2011
Cognizant Technology Solutions October 2007 - April 2011
KLA-Tencor September 2005 - September 2007
Charles Schwab May 2005 - September 2005
Wipro Technologies May 2005 - September 2005
Aris Global March 2004 - May 2005
Skills
Agile Methodologies, Quality Assurance, Program Management, Software Quality..., SDLC, Requirements Analysis, Software Project..., Test Management, Test Strategy, User Acceptance Testing, Resource Management, Project Delivery, Project Management, Integration, Test Planning, Quality Center, Test Automation, Waterfall, Requirements Gathering, Business Analysis, IT Strategy, System Testing, Agile Project Management, Release Management, Regression Testing, Scrum, QA Transformation, Leadership, Project Portfolio..., Outsourcing, Big Data, Large Systems..., Strategic Consulting, HP Quality Center
Education
University of Madras
BTech, Chemical Engineering
Comcast February 2015 - Present
Comcast November 2012 - Present
Nike December 2011 - October 2012
Cognizant Technology Solutions May 2011 - October 2012
Lloyds Banking Group November 2007 - April 2011
Cognizant Technology Solutions October 2007 - April 2011
KLA-Tencor September 2005 - September 2007
Charles Schwab May 2005 - September 2005
Wipro Technologies May 2005 - September 2005
Aris Global March 2004 - May 2005
Skills
Agile Methodologies, Quality Assurance, Program Management, Software Quality..., SDLC, Requirements Analysis, Software Project..., Test Management, Test Strategy, User Acceptance Testing, Resource Management, Project Delivery, Project Management, Integration, Test Planning, Quality Center, Test Automation, Waterfall, Requirements Gathering, Business Analysis, IT Strategy, System Testing, Agile Project Management, Release Management, Regression Testing, Scrum, QA Transformation, Leadership, Project Portfolio..., Outsourcing, Big Data, Large Systems..., Strategic Consulting, HP Quality Center
Education
University of Madras
BTech, Chemical Engineering
Joshua Gentry's Charles Schwab Experience February 2000 - May 2002
Job Industrial Engineering Supervisor at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS April 2012 - Present
Charles Schwab February 2000 - May 2002
Skills
Finance, Financial Planning, Process Improvement, Transportation, Operations Management, Logistics, Microsoft Office, Customer Service, Management, Team Building
Education
University of Louisiana at Lafayette 1998 — 1999
Master of Business Administration (MBA)
UPS April 2012 - Present
Charles Schwab February 2000 - May 2002
Skills
Finance, Financial Planning, Process Improvement, Transportation, Operations Management, Logistics, Microsoft Office, Customer Service, Management, Team Building
Education
University of Louisiana at Lafayette 1998 — 1999
Master of Business Administration (MBA)
Nick Eckerman Nick Eckerman's Charles Schwab Experience November 2012 - July 2013
Job Account Executive at Circuit Media
Industry Marketing and Advertising
Experience
Circuit Media July 2013 - Present
Charles Schwab November 2012 - July 2013
The Liquor House, LTD August 2006 - August 2012
MidWestOne Bank June 2008 - August 2009
Skills
Customer Service, Customer Relations, Customer Satisfaction, Retail, Financial Reporting, Marketing, Banking, Training, Business Development, Management
Education
University of Iowa 2006 — 2010
Bachelor of Arts Degree, Finance
Circuit Media July 2013 - Present
Charles Schwab November 2012 - July 2013
The Liquor House, LTD August 2006 - August 2012
MidWestOne Bank June 2008 - August 2009
Skills
Customer Service, Customer Relations, Customer Satisfaction, Retail, Financial Reporting, Marketing, Banking, Training, Business Development, Management
Education
University of Iowa 2006 — 2010
Bachelor of Arts Degree, Finance
Juniper Frost's Charles Schwab Experience 2002 - 2004
Job Senior Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Fidelity Investments May 2014 - Present
Fidelity Investments 2012 - Present
Fidelity Investments 2006 - 2012
Diversified Investment Advisors 2004 - 2006
Charles Schwab 2002 - 2004
Principal Financial Group 1997 - 2002
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
BBA, Finance
University of Iowa 1992 — 1996
Bachelor of Business Administration (BBA), Finance
Ryan O'Brien Ryan O'Brien's Charles Schwab Experience July 2015 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab February 2014 - July 2015
Charles Schwab August 2013 - February 2014
Charles Schwab November 2011 - August 2013
The University of Iowa August 2007 - August 2011
Kohn, Kohn & Colapinto, LLP January 2011 - May 2011
Education
University of Iowa 2007 — 2011
Bachelor's Degree, Political Science, Economics, International Business Certificate
University of Newcastle 2009 — 2009
Political Science and Government
Charles Schwab July 2015 - Present
Charles Schwab February 2014 - July 2015
Charles Schwab August 2013 - February 2014
Charles Schwab November 2011 - August 2013
The University of Iowa August 2007 - August 2011
Kohn, Kohn & Colapinto, LLP January 2011 - May 2011
Education
University of Iowa 2007 — 2011
Bachelor's Degree, Political Science, Economics, International Business Certificate
University of Newcastle 2009 — 2009
Political Science and Government
David Avne's Charles Schwab Experience 1999 - 2001
Job Hands on Business Leader & Proud Air Force Veteran
Industry Internet
Experience
AirPower Software April 2002 - Present
BizPoint, Inc October 2014 - Present
Charles Schwab 1999 - 2001
Edward Jones Investments 1997 - 1999
PowerNet 1995 - 1997
Benchmark Mortgage 1993 - 1995
Country Health Vending 1987 - 1992
Group Telesis 1984 - 1987
Inland Empire Airlines 1981 - 1983
United States Air Force September 1977 - April 1981
Skills
Start-ups, Entrepreneurship, Management, Executive Management, Business Strategy, Investments, E-commerce, Marketing, Business Development, Accounting, Finance, Project Planning, Direct Marketing, New Business Development, Strategic Partnerships, Real Estate, Sales, Advertising, Strategy, Business Planning, Portfolio Management, Strategic Planning, Small Business, Management Consulting, Online Marketing, Leadership, Marketing Strategy, Contract Negotiation, Online Advertising, Market Research, Business Aviation, Social Media Marketing, Social Networking, Training
Education
University of La Verne 1988 — 1992
B.S., Business Administration and Management, Cum Laude
AirPower Software April 2002 - Present
BizPoint, Inc October 2014 - Present
Charles Schwab 1999 - 2001
Edward Jones Investments 1997 - 1999
PowerNet 1995 - 1997
Benchmark Mortgage 1993 - 1995
Country Health Vending 1987 - 1992
Group Telesis 1984 - 1987
Inland Empire Airlines 1981 - 1983
United States Air Force September 1977 - April 1981
Skills
Start-ups, Entrepreneurship, Management, Executive Management, Business Strategy, Investments, E-commerce, Marketing, Business Development, Accounting, Finance, Project Planning, Direct Marketing, New Business Development, Strategic Partnerships, Real Estate, Sales, Advertising, Strategy, Business Planning, Portfolio Management, Strategic Planning, Small Business, Management Consulting, Online Marketing, Leadership, Marketing Strategy, Contract Negotiation, Online Advertising, Market Research, Business Aviation, Social Media Marketing, Social Networking, Training
Education
University of La Verne 1988 — 1992
B.S., Business Administration and Management, Cum Laude
Lesley Reardon Lesley Reardon's Charles Schwab Experience April 2004 - May 2006
Job Sr. Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2007 - Present
Charles Schwab April 2004 - May 2006
Finance Center Federal Credit Union 1996 - 2001
Education
University of Iowa
BA
RBC Wealth Management October 2007 - Present
Charles Schwab April 2004 - May 2006
Finance Center Federal Credit Union 1996 - 2001
Education
University of Iowa
BA
Dustin Lewellyn, CFA Dustin Lewellyn, CFA's Charles Schwab Experience 2009 - 2011
Job Chief Investment Officer at Penserra Capital Management LLC
Industry Investment Management
Experience
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Penserra Capital Management LLC April 2012 - Present
Golden Gate Investment Consulting LLC June 2011 - Present
Charles Schwab 2009 - 2011
Northern Trust 2007 - 2009
Russell Investments 2004 - 2007
Barclays Global Investors 1997 - 2003
Skills
ETFs, Transition Management
Education
University of Iowa 1993 — 1996
BBA, Finance
Justin Alford Justin Alford's Charles Schwab Experience January 2013 - May 2014
Job Systems Ninja
Industry Information Technology and Services
Experience
Limelight Networks April 2014 - Present
Charles Schwab January 2013 - May 2014
TEKsystems June 2012 - January 2013
CWIE January 2012 - June 2012
CWIE December 2010 - February 2012
TEKsystems June 2007 - September 2010
Tek Systems 2007 - August 2010
Skills
Networking, Storage, VMware, Solaris, System Administration, Virtualization, SDLC, AIX, Staff Augmentation, Windows, Cisco Technologies, Technical Recruiting, Information Technology, Benefits Negotiation, Data Center, Cloud Computing, Windows Server, Linux, Internet Recruiting, Servers, Active Directory, Red Hat Linux, Hardware, TCP/IP, Unix, SAN, Troubleshooting, Operating Systems, DNS, Infrastructure, Technical Support
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Computer Engineering
Limelight Networks April 2014 - Present
Charles Schwab January 2013 - May 2014
TEKsystems June 2012 - January 2013
CWIE January 2012 - June 2012
CWIE December 2010 - February 2012
TEKsystems June 2007 - September 2010
Tek Systems 2007 - August 2010
Skills
Networking, Storage, VMware, Solaris, System Administration, Virtualization, SDLC, AIX, Staff Augmentation, Windows, Cisco Technologies, Technical Recruiting, Information Technology, Benefits Negotiation, Data Center, Cloud Computing, Windows Server, Linux, Internet Recruiting, Servers, Active Directory, Red Hat Linux, Hardware, TCP/IP, Unix, SAN, Troubleshooting, Operating Systems, DNS, Infrastructure, Technical Support
Education
University of Illinois at Urbana-Champaign 2000 — 2002
Computer Engineering
Bill Gulley's Charles Schwab Experience 2013 - 2014
Job Web QA Specialist / Data Analyst at Total Merchant Services [ex Entersolve] Longmont Colorado
Industry Information Technology and Services
Experience
Total Merchant Services [ex Entersolve] February 2012 - Present
Charles Schwab 2013 - 2014
QBE the Americas - Wisconsin January 2011 - July 2011
Sentry Insurance - Wisconsin July 2009 - September 2010
CUNA Mutual Group - Wisconsin February 2008 - October 2008
Covance (Global Pharma Research) March 2007 - February 2008
Dean Health Plan August 2002 - October 2006
Bill Gulley Consulting January 1985 - January 2002
Skills
T-SQL, Business Analysis, Data Warehousing, Visual Studio, SSIS, SQL, Data Modeling, Requirements Gathering, Data Analysis, VB.NET, Microsoft SQL Server, SDLC, Business Intelligence, Visio, SharePoint, PL/SQL, Databases, Agile Methodologies, Software Documentation
Education
Madison Area Technical College - Wisconsin 2001 — 2007
Computer skills
University of Illinois at Urbana-Champaign
BA, Psychology, Liberal Arts, High honors 3.8
Total Merchant Services [ex Entersolve] February 2012 - Present
Charles Schwab 2013 - 2014
QBE the Americas - Wisconsin January 2011 - July 2011
Sentry Insurance - Wisconsin July 2009 - September 2010
CUNA Mutual Group - Wisconsin February 2008 - October 2008
Covance (Global Pharma Research) March 2007 - February 2008
Dean Health Plan August 2002 - October 2006
Bill Gulley Consulting January 1985 - January 2002
Skills
T-SQL, Business Analysis, Data Warehousing, Visual Studio, SSIS, SQL, Data Modeling, Requirements Gathering, Data Analysis, VB.NET, Microsoft SQL Server, SDLC, Business Intelligence, Visio, SharePoint, PL/SQL, Databases, Agile Methodologies, Software Documentation
Education
Madison Area Technical College - Wisconsin 2001 — 2007
Computer skills
University of Illinois at Urbana-Champaign
BA, Psychology, Liberal Arts, High honors 3.8
Neil Jensen's Charles Schwab Experience April 2004 - May 2007
Job
Industry Human Resources
Experience
Appirio November 2012 - Present
Knowledge Infusion April 2007 - November 2012
Charles Schwab April 2004 - May 2007
Accenture 2000 - 2004
BMO Harris Bank 1996 - 2000
Skills
Training, Leadership, Outsourcing, Mergers & Acquisitions, Corporate Communications, College Recruiting, Human Capital, Management Development, Succession Planning, Talent Acquisition, Performance Management, SaaS, Onboarding, Applicant Tracking..., Organizational Design, Workforce Planning, Employee Engagement, Enterprise Software, Organizational..., HR Consulting, Strategy, Management, Personnel Management, Talent Management, Consulting, Change Management
Education
University of Illinois 1992 — 1996
BA
Appirio November 2012 - Present
Knowledge Infusion April 2007 - November 2012
Charles Schwab April 2004 - May 2007
Accenture 2000 - 2004
BMO Harris Bank 1996 - 2000
Skills
Training, Leadership, Outsourcing, Mergers & Acquisitions, Corporate Communications, College Recruiting, Human Capital, Management Development, Succession Planning, Talent Acquisition, Performance Management, SaaS, Onboarding, Applicant Tracking..., Organizational Design, Workforce Planning, Employee Engagement, Enterprise Software, Organizational..., HR Consulting, Strategy, Management, Personnel Management, Talent Management, Consulting, Change Management
Education
University of Illinois 1992 — 1996
BA
Lee Grisham Lee Grisham's Charles Schwab Experience September 1984 - March 1995
Job Genesys CGE
Industry Financial Services
Experience
Charles Schwab & Co., Inc. September 1998 - Present
Kaiser Permanente June 1995 - June 1998
Charles Schwab September 1984 - March 1995
Skills
VoIP, CTI, Linux, Call Centers, Network Design, Genesys, Contact Centers, Routing, Telecommunications, Integration, IVR, Strategy, Troubleshooting, SIP, Telephony
Education
University of Maryland Baltimore 1973 — 1977
English
Various
Charles Schwab & Co., Inc. September 1998 - Present
Kaiser Permanente June 1995 - June 1998
Charles Schwab September 1984 - March 1995
Skills
VoIP, CTI, Linux, Call Centers, Network Design, Genesys, Contact Centers, Routing, Telecommunications, Integration, IVR, Strategy, Troubleshooting, SIP, Telephony
Education
University of Maryland Baltimore 1973 — 1977
English
Various
Bienvenido Canoy's Charles Schwab Experience April 2010 - Present
Job Sr Web Application Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Famplosion February 2008 - May 2010
Charles & Helen Schwab Foundation July 2007 - February 2008
Charles & Helen Schwab Foundation March 2001 - June 2007
ePronet January 2001 - March 2001
TuneTo September 2000 - December 2000
Cybergold June 2000 - September 2000
Exelon (Commonwealth Edison) June 1999 - May 2000
Skills
XML, Ruby on Rails, Web Development, CSS, Oracle, Web Applications, Google Analytics, MySQL, .NET, AJAX, Microsoft SQL Server, C#, ASP, User Experience, ASP.NET, SEO, Flash, Perl
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Computer Science
Lincoln-Way High School, New Lenox, IL 1991 — 1995
High School Diploma, Advanced Placement
Charles Schwab April 2010 - Present
Famplosion February 2008 - May 2010
Charles & Helen Schwab Foundation July 2007 - February 2008
Charles & Helen Schwab Foundation March 2001 - June 2007
ePronet January 2001 - March 2001
TuneTo September 2000 - December 2000
Cybergold June 2000 - September 2000
Exelon (Commonwealth Edison) June 1999 - May 2000
Skills
XML, Ruby on Rails, Web Development, CSS, Oracle, Web Applications, Google Analytics, MySQL, .NET, AJAX, Microsoft SQL Server, C#, ASP, User Experience, ASP.NET, SEO, Flash, Perl
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Computer Science
Lincoln-Way High School, New Lenox, IL 1991 — 1995
High School Diploma, Advanced Placement
Tim Twardeck's Charles Schwab Experience March 2014 - Present
Job Senior Manager Supervision Support Team at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab July 1993 - March 2014
Charles Schwab February 2005 - May 2007
Skills
Financial Services, Investments, Series 7, Portfolio Management
Education
University of Kentucky 1989 — 1992
B.A., Economics and Finance
Charles Schwab March 2014 - Present
Charles Schwab July 1993 - March 2014
Charles Schwab February 2005 - May 2007
Skills
Financial Services, Investments, Series 7, Portfolio Management
Education
University of Kentucky 1989 — 1992
B.A., Economics and Finance
Sachin Agrawal's Charles Schwab Experience May 2014 - October 2014
Job Workday Business Ananlyst at Driscoll's
Industry Information Technology and Services
Experience
Driscoll's August 2015 - Present
Navient May 2015 - July 2015
Dow Jones March 2015 - June 2015
Medtronic October 2014 - February 2015
Charles Schwab May 2014 - October 2014
Intuit January 2014 - May 2014
Gap Inc. February 2012 - September 2013
Molex, Chicago November 2010 - January 2012
Kappa Alpha Theta Headquarters May 2008 - February 2009
GENCO November 2007 - May 2008
Education
West Virginia University 2003 — 2005
Master of Science (MS), CE, A-
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Instrumentation Engineering
St. Aloysius Boys High School, Visakhapatnam 1988 — 1994
ICSE, A
Driscoll's August 2015 - Present
Navient May 2015 - July 2015
Dow Jones March 2015 - June 2015
Medtronic October 2014 - February 2015
Charles Schwab May 2014 - October 2014
Intuit January 2014 - May 2014
Gap Inc. February 2012 - September 2013
Molex, Chicago November 2010 - January 2012
Kappa Alpha Theta Headquarters May 2008 - February 2009
GENCO November 2007 - May 2008
Education
West Virginia University 2003 — 2005
Master of Science (MS), CE, A-
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Instrumentation Engineering
St. Aloysius Boys High School, Visakhapatnam 1988 — 1994
ICSE, A
Brad Strader Brad Strader's Charles Schwab Experience March 2004 - June 2004
Job Partner Talent at A Capital
Industry Venture Capital & Private Equity
Experience
A Capital April 2014 - Present
Farrell Strader (FaSt) Consulting August 2013 - April 2014
Google Ventures May 2011 - June 2013
Google January 2009 - May 2011
Google May 2007 - January 2009
Google April 2006 - May 2007
Google October 2005 - September 2006
Google June 2004 - October 2005
Charles Schwab March 2004 - June 2004
ePeople recruiting May 2003 - March 2004
Skills
Start-ups, Biotechnology, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Interviewing, Recruitment/Retention, Employee Relations, Executive Search, Salary Negotiation, Compensation, HRIS, Hiring, Performance Management, Talent Management, Career Development, Onboarding, Screening Resumes, Screening, Recruiting, Search, Benefits Negotiation, Employer Branding, SDLC, Sourcing, Temporary Placement, Boolean Searching, Contract Recruitment, Interviews, Human Resources, Training, Organizational...
Education
University of Illinois at Urbana-Champaign
BS, Biochemistry
A Capital April 2014 - Present
Farrell Strader (FaSt) Consulting August 2013 - April 2014
Google Ventures May 2011 - June 2013
Google January 2009 - May 2011
Google May 2007 - January 2009
Google April 2006 - May 2007
Google October 2005 - September 2006
Google June 2004 - October 2005
Charles Schwab March 2004 - June 2004
ePeople recruiting May 2003 - March 2004
Skills
Start-ups, Biotechnology, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Interviewing, Recruitment/Retention, Employee Relations, Executive Search, Salary Negotiation, Compensation, HRIS, Hiring, Performance Management, Talent Management, Career Development, Onboarding, Screening Resumes, Screening, Recruiting, Search, Benefits Negotiation, Employer Branding, SDLC, Sourcing, Temporary Placement, Boolean Searching, Contract Recruitment, Interviews, Human Resources, Training, Organizational...
Education
University of Illinois at Urbana-Champaign
BS, Biochemistry
Brenda Strom Brenda Strom's Charles Schwab Experience December 2007 - Present
Job Risk Management Professional
Industry Financial Services
Experience
Charles Schwab December 2007 - Present
Charles Schwab December 2006 - December 2007
Temple Inland - Guaranty Bank November 2002 - December 2006
Charles Schwab October 1993 - August 2002
Skills
Compliance, Audit, Training & Development, Brokerage, Banking, Insurance, Change Management, Risk Management, Program Management, Sales Management, Project Execution, Business Strategy, Strategic Thinking, Investment Advisory, Client Services, Client Relationship..., Team Management, Cross-functional Team..., People Management, Internal Communications
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CRCP, FINRA Regulatory & Compliance Certified
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economics
Charles Schwab December 2007 - Present
Charles Schwab December 2006 - December 2007
Temple Inland - Guaranty Bank November 2002 - December 2006
Charles Schwab October 1993 - August 2002
Skills
Compliance, Audit, Training & Development, Brokerage, Banking, Insurance, Change Management, Risk Management, Program Management, Sales Management, Project Execution, Business Strategy, Strategic Thinking, Investment Advisory, Client Services, Client Relationship..., Team Management, Cross-functional Team..., People Management, Internal Communications
Education
University of Pennsylvania - The Wharton School 2003 — 2004
CRCP, FINRA Regulatory & Compliance Certified
University of Illinois at Urbana-Champaign 1988 — 1992
BA, Economics
Margaret Archibald Margaret Archibald's Charles Schwab Experience 1999 - 2006
Job Technical Executive
Industry Internet
Experience
Yahoo! February 2010 - June 2012
Yahoo! February 2010 - June 2012
IBM 1989 - January 2010
Charles Schwab 1999 - 2006
Rainier National Bank, Seattle, WA 1980 - 1989
Skills
Capacity Planning, Databases, Performance Monitoring, Performance Tuning, Architecture, Load Testing, Performance Engineering, Performance Analysis, Capacity Management, Integration, Cloud Computing, Strategy, SOA, Performance Management, IT Service Management, Scalability, Virtualization
Education
Mary Washington College 1972 — 1976
Bachelor of Science (BS), Mathematics and Economics
Yahoo! February 2010 - June 2012
Yahoo! February 2010 - June 2012
IBM 1989 - January 2010
Charles Schwab 1999 - 2006
Rainier National Bank, Seattle, WA 1980 - 1989
Skills
Capacity Planning, Databases, Performance Monitoring, Performance Tuning, Architecture, Load Testing, Performance Engineering, Performance Analysis, Capacity Management, Integration, Cloud Computing, Strategy, SOA, Performance Management, IT Service Management, Scalability, Virtualization
Education
Mary Washington College 1972 — 1976
Bachelor of Science (BS), Mathematics and Economics
Scott DePiazza Scott DePiazza's Charles Schwab Experience October 2009 - Present
Job Vice President/ Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2009 - Present
Charles Schwab & Co., Inc. August 2007 - October 2009
Charles Schwab & Co. Inc. March 2004 - August 2007
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Management
Charles Schwab October 2009 - Present
Charles Schwab & Co., Inc. August 2007 - October 2009
Charles Schwab & Co. Inc. March 2004 - August 2007
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Management
Krishna Babu's Charles Schwab Experience June 2011 - August 2012
Job
Industry Information Technology and Services
Experience
Citi September 2012 - December 2013
Charles Schwab June 2011 - August 2012
Credit Suisse July 2009 - May 2011
Merrill Lynch February 2006 - July 2009
Goldman Sachs September 2004 - January 2006
BNY Mellon 2003 - 2004
Luminant 2000 - 2004
BNY Mellon 2003 - 2003
BNY Mellon 2003 - 2003
Skills
Risk Management, Databases, Equities, Java, PL/SQL, Enterprise Architecture, SQL, Technical Architecture, SOA, J2EE, SDLC, Weblogic, Spring, XML, OOAD, Hibernate, Linux, Design Patterns, Software Project..., Core Java
Education
University of Madras 1989 — 1993
B.E., Electronics & Communication Engg
University of Madras 1989 — 1993
Bachelor of Engineering, Electronics and Communication
Citi September 2012 - December 2013
Charles Schwab June 2011 - August 2012
Credit Suisse July 2009 - May 2011
Merrill Lynch February 2006 - July 2009
Goldman Sachs September 2004 - January 2006
BNY Mellon 2003 - 2004
Luminant 2000 - 2004
BNY Mellon 2003 - 2003
BNY Mellon 2003 - 2003
Skills
Risk Management, Databases, Equities, Java, PL/SQL, Enterprise Architecture, SQL, Technical Architecture, SOA, J2EE, SDLC, Weblogic, Spring, XML, OOAD, Hibernate, Linux, Design Patterns, Software Project..., Core Java
Education
University of Madras 1989 — 1993
B.E., Electronics & Communication Engg
University of Madras 1989 — 1993
Bachelor of Engineering, Electronics and Communication
Mark Kriozere, CFA's Charles Schwab Experience October 1995 - October 1996
Job Consultant
Industry Investment Management
Experience
Self Employed November 2013 - Present
Charles River Development October 2010 - October 2013
Calypso Technology July 2009 - August 2010
Barclays Global Investors February 2006 - July 2009
Self Employed January 2001 - December 2005
mPower Advisors April 2000 - December 2000
Mellon Capital Management October 1996 - December 1999
Charles Schwab October 1995 - October 1996
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, FX Options, Trading, Equities, Market Data, Electronic Trading, Business Analysis, Hedge Funds, Trading Systems, Back Office, Credit Derivatives, Swaps, Capital Markets, Financial Markets, Options, Equity Derivatives, Asset Management
Education
Chartered Financial Analyst
CFA, 2002
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
Self Employed November 2013 - Present
Charles River Development October 2010 - October 2013
Calypso Technology July 2009 - August 2010
Barclays Global Investors February 2006 - July 2009
Self Employed January 2001 - December 2005
mPower Advisors April 2000 - December 2000
Mellon Capital Management October 1996 - December 1999
Charles Schwab October 1995 - October 1996
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, FX Options, Trading, Equities, Market Data, Electronic Trading, Business Analysis, Hedge Funds, Trading Systems, Back Office, Credit Derivatives, Swaps, Capital Markets, Financial Markets, Options, Equity Derivatives, Asset Management
Education
Chartered Financial Analyst
CFA, 2002
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
Akron Yam's Charles Schwab Experience October 2004 - September 2007
Job V.P., Credit Chief Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2011 - Present
Bank of America September 2007 - October 2011
Charles Schwab October 2004 - September 2007
U.S. Trust Company/Charles Schwab October 2001 - October 2004
U.S. Trust Company April 2000 - October 2001
U.S. Trust Company April 1998 - April 2000
U.S. Trust Company March 1997 - April 1998
University of Illinois Foundation October 1994 - June 1996
Skills
Information Technology, Problem Solving, Project Management, ITIL, Disaster Recovery, Integration, IT Management, Enterprise Architecture, Management, Data Center, Security, Vendor Management, Strategy, Enterprise Software, Risk Management, Networking, Software Documentation, IT Strategy, Business Analysis, Servers, SDLC
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Management Information Systems
Bank of America October 2011 - Present
Bank of America September 2007 - October 2011
Charles Schwab October 2004 - September 2007
U.S. Trust Company/Charles Schwab October 2001 - October 2004
U.S. Trust Company April 2000 - October 2001
U.S. Trust Company April 1998 - April 2000
U.S. Trust Company March 1997 - April 1998
University of Illinois Foundation October 1994 - June 1996
Skills
Information Technology, Problem Solving, Project Management, ITIL, Disaster Recovery, Integration, IT Management, Enterprise Architecture, Management, Data Center, Security, Vendor Management, Strategy, Enterprise Software, Risk Management, Networking, Software Documentation, IT Strategy, Business Analysis, Servers, SDLC
Education
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
B.S., Management Information Systems
Paul Fitzsimmons's Charles Schwab Experience April 2007 - Present
Job Analyst/Developer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2007 - Present
Charles Schwab February 2000 - April 2007
Seer Technologies 1996 - 2000
Midland Bank 1987 - 1996
Midland Bank 1987 - 1996
Skills
Lombardi BPM, IBM Mainframe, DB2/SQL, CICS, JCL, COBOL, DB2, MVS
Education
University of Leicester 1983 — 1986
BSc, mathematics
St Bernards School London 1977 — 1983
Charles Schwab April 2007 - Present
Charles Schwab February 2000 - April 2007
Seer Technologies 1996 - 2000
Midland Bank 1987 - 1996
Midland Bank 1987 - 1996
Skills
Lombardi BPM, IBM Mainframe, DB2/SQL, CICS, JCL, COBOL, DB2, MVS
Education
University of Leicester 1983 — 1986
BSc, mathematics
St Bernards School London 1977 — 1983
Mani Balasubramanian's Charles Schwab Experience 2002 - 2006
Job Senior Software Engineer at RichRelevance
Industry Computer Software
Experience
RichRelevance August 2010 - Present
Wells Fargo 2008 - September 2010
Pay By Touch 2006 - 2007
Charles Schwab 2002 - 2006
Wipro Technologies 1998 - 2006
Skills
Hadoop, SOA, Agile Methodologies, Tomcat, Scalability, Java Enterprise Edition, Web Services, JSP, JMS, Agile Project Management, Scrum, Weblogic, Hibernate, Distributed Systems, Spring, Security, Java, Software Development, XML
Education
University of Madras 1992 — 1996
Bachelor Of Engineering, Computer Science
RichRelevance August 2010 - Present
Wells Fargo 2008 - September 2010
Pay By Touch 2006 - 2007
Charles Schwab 2002 - 2006
Wipro Technologies 1998 - 2006
Skills
Hadoop, SOA, Agile Methodologies, Tomcat, Scalability, Java Enterprise Edition, Web Services, JSP, JMS, Agile Project Management, Scrum, Weblogic, Hibernate, Distributed Systems, Spring, Security, Java, Software Development, XML
Education
University of Madras 1992 — 1996
Bachelor Of Engineering, Computer Science
Marc Burke's Charles Schwab Experience 1986 - 2000
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2012 - Present
Chase Investment Services September 2006 - September 2012
Charles Schwab 1986 - 2000
Education
University of Maryland University College 1978 — 1982
JP Morgan Chase Bank NA September 2012 - Present
Chase Investment Services September 2006 - September 2012
Charles Schwab 1986 - 2000
Education
University of Maryland University College 1978 — 1982
Jason Vorwerk's Charles Schwab Experience May 2008 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2008 - Present
Wells Fargo July 2007 - May 2008
The Vanguard Group August 1998 - July 2007
Skills
Series 7, Mutual Funds, Series 63, Customer Relations, Strategic Planning, Risk Management, Wealth Management, Process Improvement, Asset Management, Customer Service, Investments, Fixed Income
Education
Diamond Bar
Greenway
University of Maryland - Robert H. Smith School of Business
Charles Schwab May 2008 - Present
Wells Fargo July 2007 - May 2008
The Vanguard Group August 1998 - July 2007
Skills
Series 7, Mutual Funds, Series 63, Customer Relations, Strategic Planning, Risk Management, Wealth Management, Process Improvement, Asset Management, Customer Service, Investments, Fixed Income
Education
Diamond Bar
Greenway
University of Maryland - Robert H. Smith School of Business
John Snowden's Charles Schwab Experience June 1982 - April 1994
Job Financial Services Professional Brokerage/RIA Ops Initiatives, Compliance & Project Mgmt at Randstad Technologies US
Industry Financial Services
Experience
Randstad Technologies US January 2012 - Present
First Republic Bank November 2010 - December 2011
SVB Securities January 2002 - October 2010
SVB Securities January 2002 - October 2010
Montgomery Asset Management, LLC May 1997 - September 2001
Wells Fargo Bank May 1994 - April 1997
Charles Schwab June 1982 - April 1994
Skills
Fixed Income, Finance, Portfolio Management, Risk Management, Financial Services, Investments, Banking, Management, Financial Modeling, Asset Managment, Financial Analysis, Business Analysis, Asset Management, Equities, Business Process, Project Management, Vendor Management, Process Improvement, Wealth Management, Business Strategy, Securities, Relationship Management, Capital Markets, Due Diligence, Credit
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science, Business Administration
Randstad Technologies US January 2012 - Present
First Republic Bank November 2010 - December 2011
SVB Securities January 2002 - October 2010
SVB Securities January 2002 - October 2010
Montgomery Asset Management, LLC May 1997 - September 2001
Wells Fargo Bank May 1994 - April 1997
Charles Schwab June 1982 - April 1994
Skills
Fixed Income, Finance, Portfolio Management, Risk Management, Financial Services, Investments, Banking, Management, Financial Modeling, Asset Managment, Financial Analysis, Business Analysis, Asset Management, Equities, Business Process, Project Management, Vendor Management, Process Improvement, Wealth Management, Business Strategy, Securities, Relationship Management, Capital Markets, Due Diligence, Credit
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Bachelor of Science, Business Administration
Nathan Frederiksen's Charles Schwab Experience June 2007 - October 2009
Job Senior Director at comScore, Inc.
Industry Financial Services
Experience
comScore, Inc. July 2014 - Present
comScore, Inc. April 2011 - July 2014
Wells Fargo October 2009 - April 2011
Charles Schwab June 2007 - October 2009
Freddie Mac 2005 - 2007
IXI Corporation 2001 - 2005
Skills
Analytics, Salesforce.com, Social Media Marketing, Financial Services, Strategy, Segmentation, E-commerce, Product Marketing, Product Management, Web Analytics, SEM, Digital Marketing, Competitive Analysis, SEO, Cloud Computing, Marketing Strategy, Online Advertising, Strategic Partnerships
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
comScore, Inc. July 2014 - Present
comScore, Inc. April 2011 - July 2014
Wells Fargo October 2009 - April 2011
Charles Schwab June 2007 - October 2009
Freddie Mac 2005 - 2007
IXI Corporation 2001 - 2005
Skills
Analytics, Salesforce.com, Social Media Marketing, Financial Services, Strategy, Segmentation, E-commerce, Product Marketing, Product Management, Web Analytics, SEM, Digital Marketing, Competitive Analysis, SEO, Cloud Computing, Marketing Strategy, Online Advertising, Strategic Partnerships
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Jeannie Matza Pedersen's Charles Schwab Experience 1999 - 2003
Job Financial Advisor at Empirical Wealth Management
Industry Financial Services
Experience
Empirical Wealth Management November 2012 - Present
Empirical Wealth Management April 2012 - December 2012
Maxim Global Wealth Advisors November 2005 - February 2012
Chinook Capital Management 2004 - 2005
Charles Schwab 1999 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Wealth Management..., Mutual Funds, Equities, Alternative Investments, Pensions, Financial Services, Finance, Financial Planners, Retirement, Securities
Education
University of San Francisco 1995 — 1997
BA, Financial Economics
University of Judaism 1992 — 1995
Empirical Wealth Management November 2012 - Present
Empirical Wealth Management April 2012 - December 2012
Maxim Global Wealth Advisors November 2005 - February 2012
Chinook Capital Management 2004 - 2005
Charles Schwab 1999 - 2003
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Wealth Management..., Mutual Funds, Equities, Alternative Investments, Pensions, Financial Services, Finance, Financial Planners, Retirement, Securities
Education
University of San Francisco 1995 — 1997
BA, Financial Economics
University of Judaism 1992 — 1995
Scott Vetter's Charles Schwab Experience 1993 - 1995
Job SE at Cisco Systems, Inc.
Industry Telecommunications
Experience
Cisco Systems, Inc. July 1995 - Present
Cisco 1995 - Present
Charles Schwab 1993 - 1995
Skills
Cisco Technologies, VoIP, Data Center, Network Architecture, Telepresence, Unified Communications, Network Security, Routing, Cisco Call Manager, MPLS, Virtualization, Cisco IOS, CCIE, Network Design, ATM networks, CCNP, VPN, Firewalls, Cloud Computing, Disaster Recovery, Network Administration, Switches, Cisco Nexus, QoS, WAN, Routers, OSPF, LAN-WAN, LAN Switching, Routing Protocols, Ethernet, IP, SIP, CCNA, CCDP, EIGRP, Network Engineering, Cisco UCS, Wireless Networking, TCP/IP
Education
University of Louisville 1976 — 1981
MEng, Specialization in Computer Science
Cisco Systems, Inc. July 1995 - Present
Cisco 1995 - Present
Charles Schwab 1993 - 1995
Skills
Cisco Technologies, VoIP, Data Center, Network Architecture, Telepresence, Unified Communications, Network Security, Routing, Cisco Call Manager, MPLS, Virtualization, Cisco IOS, CCIE, Network Design, ATM networks, CCNP, VPN, Firewalls, Cloud Computing, Disaster Recovery, Network Administration, Switches, Cisco Nexus, QoS, WAN, Routers, OSPF, LAN-WAN, LAN Switching, Routing Protocols, Ethernet, IP, SIP, CCNA, CCDP, EIGRP, Network Engineering, Cisco UCS, Wireless Networking, TCP/IP
Education
University of Louisville 1976 — 1981
MEng, Specialization in Computer Science
Wayne Kenning's Charles Schwab Experience 1990 - 2001
Job VP Operations and Client Experience
Industry Financial Services
Experience
BMO Harris Financial Advisors November 2004 - Present
Charles Scwab & Co January 1997 - April 2001
Schwab Institutional 1994 - 2001
Charles Schwab 1990 - 2001
Skills
Trading, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Banking, Investments, Asset Managment, Risk Management, Wealth Management, Fixed Income, Portfolio Management, Equities, Series 63, Relationship Management, Asset Allocation, Investment Advisory, Strategic Financial..., Loans, Capital Markets, Credit Analysis, Commercial Banking, Credit, Financial Risk, Retirement Planning, Cash Management, Treasury Management, Finance, Financial Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BA, Business Economics
BMO Harris Financial Advisors November 2004 - Present
Charles Scwab & Co January 1997 - April 2001
Schwab Institutional 1994 - 2001
Charles Schwab 1990 - 2001
Skills
Trading, Asset Management, Securities, Series 7, Mutual Funds, Financial Services, Banking, Investments, Asset Managment, Risk Management, Wealth Management, Fixed Income, Portfolio Management, Equities, Series 63, Relationship Management, Asset Allocation, Investment Advisory, Strategic Financial..., Loans, Capital Markets, Credit Analysis, Commercial Banking, Credit, Financial Risk, Retirement Planning, Cash Management, Treasury Management, Finance, Financial Markets
Education
University of Illinois at Urbana-Champaign 1980 — 1985
BA, Business Economics
Raj Seenu's Charles Schwab Experience July 2015 - Present
Job Managing Director Data Warehouse and Business Intelligence at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Bank of the West January 2013 - July 2015
Blackhawk Network (Subsidiary of Safeway Inc) June 2012 - January 2013
Charles Schwab March 2007 - June 2012
LoganBritton December 2004 - March 2007
Wipro Technologies September 2001 - December 2004
Skills
Teradata, Erwin, Siebel, OBIEE, SQL, Database Management, SQL Server, Data Marts, ETL, Data Warehousing, Data Integration, Data Modeling, Informatica, Data Quality, PL/SQL, Business Intelligence, Master Data Management, Data Governance, Oracle, Analytics, Star Schema, Business Objects, Cognos, Data Warehouse..., Solution Architecture, Dimensional Modeling, Business Intelligence..., Microstrategy, Data Migration, DB2, Databases, Database Administration, Microsoft SQL Server
Education
University of Madras 1993 — 1997
B.E, Electronics & Communication Engineering
Charles Schwab July 2015 - Present
Bank of the West January 2013 - July 2015
Blackhawk Network (Subsidiary of Safeway Inc) June 2012 - January 2013
Charles Schwab March 2007 - June 2012
LoganBritton December 2004 - March 2007
Wipro Technologies September 2001 - December 2004
Skills
Teradata, Erwin, Siebel, OBIEE, SQL, Database Management, SQL Server, Data Marts, ETL, Data Warehousing, Data Integration, Data Modeling, Informatica, Data Quality, PL/SQL, Business Intelligence, Master Data Management, Data Governance, Oracle, Analytics, Star Schema, Business Objects, Cognos, Data Warehouse..., Solution Architecture, Dimensional Modeling, Business Intelligence..., Microstrategy, Data Migration, DB2, Databases, Database Administration, Microsoft SQL Server
Education
University of Madras 1993 — 1997
B.E, Electronics & Communication Engineering
Jeff Amen's Charles Schwab Experience January 2014 - Present
Job Global Business Transformation | Operational Excellence Executive
Industry Executive Office
Experience
Charles Schwab January 2014 - Present
SunGard Availability Services June 2012 - January 2014
Western Union August 2010 - July 2011
Western Union January 2008 - August 2010
Western Union May 2006 - January 2008
Western Union/First Data June 2003 - May 2006
StarTek 2002 - 2003
Independent Consulting January 2002 - December 2002
Sprint 1988 - 2002
Skills
Global Management, IT Service Management, ITIL, Virtual Teams, Business Transformation, Six Sigma, Team Building, Strategy, Mergers, Change Management, Operational Excellence, Technology, Project/Program..., Lean/Six Sigma, Strategy Deployment, Kaizen, Development Of Teams, Leadership, Process Improvement, Program Management, Telecommunications, Organizational..., Vendor Management, Management Consulting, Executive Management, Cross-functional Team...
Education
University of Kansas - Graduate School of Business 1985 — 1989
MBA
University of Nebraska-Lincoln 1977 — 1981
Bachelor of Science (BS)
Charles Schwab January 2014 - Present
SunGard Availability Services June 2012 - January 2014
Western Union August 2010 - July 2011
Western Union January 2008 - August 2010
Western Union May 2006 - January 2008
Western Union/First Data June 2003 - May 2006
StarTek 2002 - 2003
Independent Consulting January 2002 - December 2002
Sprint 1988 - 2002
Skills
Global Management, IT Service Management, ITIL, Virtual Teams, Business Transformation, Six Sigma, Team Building, Strategy, Mergers, Change Management, Operational Excellence, Technology, Project/Program..., Lean/Six Sigma, Strategy Deployment, Kaizen, Development Of Teams, Leadership, Process Improvement, Program Management, Telecommunications, Organizational..., Vendor Management, Management Consulting, Executive Management, Cross-functional Team...
Education
University of Kansas - Graduate School of Business 1985 — 1989
MBA
University of Nebraska-Lincoln 1977 — 1981
Bachelor of Science (BS)
Hossam Senousy's Charles Schwab Experience November 1993 - June 1995
Job Self Employed
Industry Marketing and Advertising
Experience
Self Employed Executive Neurology Sales SpecialistTeva NeuroscienceFebruary 2002 - June 2015
Johnson & Johnson 1999 - 2002
SmithKline Beecham Pharmaceuticals June 1995 - March 1999
Charles Schwab November 1993 - June 1995
Skills
Neurology, Leadership, Pharmaceutical Sales, Pharmaceutical Industry, Training, Cardiology, Sales, Clinical Research, Rheumatology, Endocrinology, Sales Operations, Managed Care, Product Launch, Healthcare, Sales Effectiveness, Hospitals
Education
University of Indianapolis
Bachelor of Science, International Business, Finance, Economics
University of Indianapolis
Bachelor of Science (B.S.), International Business
Self Employed Executive Neurology Sales SpecialistTeva NeuroscienceFebruary 2002 - June 2015
Johnson & Johnson 1999 - 2002
SmithKline Beecham Pharmaceuticals June 1995 - March 1999
Charles Schwab November 1993 - June 1995
Skills
Neurology, Leadership, Pharmaceutical Sales, Pharmaceutical Industry, Training, Cardiology, Sales, Clinical Research, Rheumatology, Endocrinology, Sales Operations, Managed Care, Product Launch, Healthcare, Sales Effectiveness, Hospitals
Education
University of Indianapolis
Bachelor of Science, International Business, Finance, Economics
University of Indianapolis
Bachelor of Science (B.S.), International Business
Keith Ehlis's Charles Schwab Experience February 2008 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Charles Schwab February 2008 - Present
CyberTrader May 2007 - August 2007
Skills
CSS, HTML, Requirements Analysis, SDLC, Website Development, SharePoint, Microsoft SQL Server, Web Development, ASP.NET, Management, TFS, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Management Information Systems
Charles Schwab February 2008 - Present
CyberTrader May 2007 - August 2007
Skills
CSS, HTML, Requirements Analysis, SDLC, Website Development, SharePoint, Microsoft SQL Server, Web Development, ASP.NET, Management, TFS, SQL
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Management Information Systems
Michelle Hansen's Charles Schwab Experience 1992 - February 1997
Job Executive Producer, Director
Industry Entertainment
Experience
ODC/Dance April 2013 - Present
Remedy Editorial, LLC 2010 - Present
Hyde Park 2000 - Present
Remedy Editorial, LLC 2004 - 2010
Speed & Angels - documentary December 2003 - 2006
Film/Media Producer February 1997 - June 2004
Charles Schwab 1992 - February 1997
Skills
Commercials, Post Production, Documentaries, Feature Films, Television, Video Production, Film Production, Video, Media Production, Film, Video Editing, Final Cut Pro, HD Video, Producing, Entertainment, Broadcast
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
B.B.A., Finance
ODC/Dance April 2013 - Present
Remedy Editorial, LLC 2010 - Present
Hyde Park 2000 - Present
Remedy Editorial, LLC 2004 - 2010
Speed & Angels - documentary December 2003 - 2006
Film/Media Producer February 1997 - June 2004
Charles Schwab 1992 - February 1997
Skills
Commercials, Post Production, Documentaries, Feature Films, Television, Video Production, Film Production, Video, Media Production, Film, Video Editing, Final Cut Pro, HD Video, Producing, Entertainment, Broadcast
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1992
B.B.A., Finance
Vivek Radhakrishnan, PMP's Charles Schwab Experience 2002 - 2004
Job Middleoffice & Regulatory IT Team Lead at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2004 - Present
Charles Schwab 2002 - 2004
Schwab Capital Markets 1998 - 2004
Dealogic 1996 - 1998
Skills
Sybase, SQL, Equities, SDLC, Settlement, Options, Capital Markets, Equity Trading, Low Latency, Databases, Java, Hibernate, Unix Shell Scripting, Perl, Series 7, PMP, Regulatory Submissions, Back Office, Fixed Income, Charge Capture, Spring, P&L reconciliation, Agile Methodologies, Business Analysis, Derivatives, GUI development, Business Objects, Application Support, P&L Management, Clearing, Ledger, Financial Reporting, Confirmation, Affirmations, Straight Through..., P&L Analysis, Shell Scripting, Trading Systems, Software Project..., Software Development, Requirements Gathering, Scrum
Education
University of Madras 1992 — 1996
B.E., Computer Science
UBS Investment Bank November 2004 - Present
Charles Schwab 2002 - 2004
Schwab Capital Markets 1998 - 2004
Dealogic 1996 - 1998
Skills
Sybase, SQL, Equities, SDLC, Settlement, Options, Capital Markets, Equity Trading, Low Latency, Databases, Java, Hibernate, Unix Shell Scripting, Perl, Series 7, PMP, Regulatory Submissions, Back Office, Fixed Income, Charge Capture, Spring, P&L reconciliation, Agile Methodologies, Business Analysis, Derivatives, GUI development, Business Objects, Application Support, P&L Management, Clearing, Ledger, Financial Reporting, Confirmation, Affirmations, Straight Through..., P&L Analysis, Shell Scripting, Trading Systems, Software Project..., Software Development, Requirements Gathering, Scrum
Education
University of Madras 1992 — 1996
B.E., Computer Science
Rozanne Finnemore's Charles Schwab Experience September 2007 - June 2010
Job Manager, Compensation at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2007 - June 2010
21st Century Pay Solutions Group February 2003 - April 2007
Education
University of the Witwatersrand 2002 — 2002
Postgraduate Diploma in Management (PDM) (Human Resource Management), Business studies, Human Resources
University of KwaZulu-Natal 1998 — 2001
Bachelor of Arts, English and Drama
Charles Schwab September 2007 - June 2010
21st Century Pay Solutions Group February 2003 - April 2007
Education
University of the Witwatersrand 2002 — 2002
Postgraduate Diploma in Management (PDM) (Human Resource Management), Business studies, Human Resources
University of KwaZulu-Natal 1998 — 2001
Bachelor of Arts, English and Drama
David Reed's Charles Schwab Experience July 2000 - October 2002
Job Lucera Financial Infrastructures
Industry Financial Services
Experience
Lucera Financial Infrastructures April 2015 - Present
National Stock Exchange January 2012 - June 2014
CBOE January 2007 - June 2014
E*TRADE Financial Corporation November 2004 - January 2007
Chicago Stock Exchange October 2002 - November 2004
Charles Schwab July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading Systems, Financial Markets, Options, Equity Trading, Trading, Securities, Capital Markets, ETFs, Market Data, Low Latency, Market Making, Derivatives, Stock Exchange, Market Structure, smart order routing, Order Management, Executive Management, High Frequency Trading, Alternative Trading..., exchange pricing, market model, Market Microstructure, Dark Pools, Legal Compliance, Electronic Trading..., Broker-Dealer Operations, Governance, Corporate Strategy..., Corporate Structure, Business Integration, Acquisition Integration, Securities Regulation, Best Execution, FIX, Equity Derivatives, Software Defined Neworks, Compute, Financial Systems
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Lucera Financial Infrastructures April 2015 - Present
National Stock Exchange January 2012 - June 2014
CBOE January 2007 - June 2014
E*TRADE Financial Corporation November 2004 - January 2007
Chicago Stock Exchange October 2002 - November 2004
Charles Schwab July 2000 - October 2002
Skills
Electronic Trading, Equities, Trading Systems, Financial Markets, Options, Equity Trading, Trading, Securities, Capital Markets, ETFs, Market Data, Low Latency, Market Making, Derivatives, Stock Exchange, Market Structure, smart order routing, Order Management, Executive Management, High Frequency Trading, Alternative Trading..., exchange pricing, market model, Market Microstructure, Dark Pools, Legal Compliance, Electronic Trading..., Broker-Dealer Operations, Governance, Corporate Strategy..., Corporate Structure, Business Integration, Acquisition Integration, Securities Regulation, Best Execution, FIX, Equity Derivatives, Software Defined Neworks, Compute, Financial Systems
Education
University of Iowa 1995 — 2000
Bachelor of Arts (B.A.), Economics
Jim Fasth's Charles Schwab Experience April 1991 - Present
Job DirectorAdvisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1991 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Charles Schwab April 1991 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
Rick Bloss's Charles Schwab Experience September 2011 - Present
Job Technical Director at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab September 2011 - Present
NYSE Technologies (formerly Wombat Financial) September 2008 - September 2011
TD Securities January 1999 - July 2008
Stafford Trading 1998 - 2001
Skills
Market Data, Trading Systems, Low Latency, Middleware, Financial Markets, Unix, Linux, Options, Perl, Electronic Trading, Bash, Derivatives, Equities, Enterprise Architecture, FX Options, Technical Analysis, Trading, Equity Trading, Equity Derivatives, Commodity
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Charles Schwab September 2011 - Present
NYSE Technologies (formerly Wombat Financial) September 2008 - September 2011
TD Securities January 1999 - July 2008
Stafford Trading 1998 - 2001
Skills
Market Data, Trading Systems, Low Latency, Middleware, Financial Markets, Unix, Linux, Options, Perl, Electronic Trading, Bash, Derivatives, Equities, Enterprise Architecture, FX Options, Technical Analysis, Trading, Equity Trading, Equity Derivatives, Commodity
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Economics
Jill (Kauzlarich) Simpson's Charles Schwab Experience September 2010 - August 2011
Job Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2011 - Present
Charles Schwab September 2010 - August 2011
Hewitt Associates September 2009 - May 2010
bswift May 2008 - September 2009
Lincoln Financial Group July 2007 - May 2008
Lincoln Financial Group November 2002 - July 2007
Lincoln Financial Group September 1999 - November 2002
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts, Economics
Financial Engines August 2011 - Present
Charles Schwab September 2010 - August 2011
Hewitt Associates September 2009 - May 2010
bswift May 2008 - September 2009
Lincoln Financial Group July 2007 - May 2008
Lincoln Financial Group November 2002 - July 2007
Lincoln Financial Group September 1999 - November 2002
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor of Arts, Economics
Andrew Coyne's Charles Schwab Experience January 2008 - May 2015
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services May 2015 - Present
Charles Schwab January 2008 - May 2015
Charles Schwab 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Leadership, Business Development, Strategic Planning, Project Management, Business Strategy, Customer Service, Contract Negotiation, Portfolio Management, Series 7, Series 63, Relationship Management, Sales Management, Strategic Financial..., Series 24, Banking, Negotiation, Uniform Combined State..., Series 65, Vendor Management, Risk Management
Education
University of Maryland University College College Park Maryland 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College
Bachelor's of Science, Business
Edelman Financial Services May 2015 - Present
Charles Schwab January 2008 - May 2015
Charles Schwab 2004 - 2008
Charles Schwab 2000 - 2004
Skills
Leadership, Business Development, Strategic Planning, Project Management, Business Strategy, Customer Service, Contract Negotiation, Portfolio Management, Series 7, Series 63, Relationship Management, Sales Management, Strategic Financial..., Series 24, Banking, Negotiation, Uniform Combined State..., Series 65, Vendor Management, Risk Management
Education
University of Maryland University College College Park Maryland 1992 — 1997
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland University College
Bachelor's of Science, Business
Christie V's Charles Schwab Experience 2006 - Present
Job Operations Manager at Charles Schwab
Industry Financial Services
Cat Setiawan's Charles Schwab Experience April 2005 - July 2008
Job Project Manager at Kaiser Permanente
Industry Program Development
Experience
Kaiser Permanente December 2014 - Present
Kaiser Permanente July 2008 - December 2014
Charles Schwab April 2005 - July 2008
Allstate Insurance May 2004 - April 2005
Hewitt Associates February 1999 - April 2004
Skills
Talent Acquisition, Recruiting, Sourcing, Consulting, Project Management, Process Improvement, Customer Service, Training, Talent Management, Interviews, Management, Performance Management, Strategy, Finance, Technical Recruiting, System Administration, Screening, PeopleSoft, Employee Relations, Applicant Tracking..., Strategic Planning, Temporary Placement, Healthcare, Vendor Management, Sales, Change Management, Budgets, Managed Care, Human Resources, Leadership, Time Management, College Recruiting, Workforce Planning, Business Analysis, Team Building, SDLC, Insurance, Program Management, Employee Benefits, Administration
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Journalism
Kaiser Permanente December 2014 - Present
Kaiser Permanente July 2008 - December 2014
Charles Schwab April 2005 - July 2008
Allstate Insurance May 2004 - April 2005
Hewitt Associates February 1999 - April 2004
Skills
Talent Acquisition, Recruiting, Sourcing, Consulting, Project Management, Process Improvement, Customer Service, Training, Talent Management, Interviews, Management, Performance Management, Strategy, Finance, Technical Recruiting, System Administration, Screening, PeopleSoft, Employee Relations, Applicant Tracking..., Strategic Planning, Temporary Placement, Healthcare, Vendor Management, Sales, Change Management, Budgets, Managed Care, Human Resources, Leadership, Time Management, College Recruiting, Workforce Planning, Business Analysis, Team Building, SDLC, Insurance, Program Management, Employee Benefits, Administration
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Journalism
Christine Stuart's Charles Schwab Experience February 2000 - May 2001
Job at C Christine Stuart Communications
Industry Public Relations and Communications
Experience
C Christine Stuart Communications August 2002 - Present
Walmart.com September 2012 - December 2012
Autodesk September 2010 - July 2012
McKesson 2002 - 2009
Charles Schwab February 2000 - May 2001
Skills
Leadership Communication, Change Management..., Mergers and..., Internal Communications, Strategic Communications, Strategic Planning, Management, Public Speaking, Mergers & Acquisitions, Human Resources, Sales, Healthcare, Organizational..., Executive Coaching, Leadership Development, Strategy, Enterprise Software, Employee Engagement, Marketing Communications, Messaging, Leadership, Communication Training, Thought Leadership, Change Management
Education
University of Iowa 1965 — 1969
BA, Music
C Christine Stuart Communications August 2002 - Present
Walmart.com September 2012 - December 2012
Autodesk September 2010 - July 2012
McKesson 2002 - 2009
Charles Schwab February 2000 - May 2001
Skills
Leadership Communication, Change Management..., Mergers and..., Internal Communications, Strategic Communications, Strategic Planning, Management, Public Speaking, Mergers & Acquisitions, Human Resources, Sales, Healthcare, Organizational..., Executive Coaching, Leadership Development, Strategy, Enterprise Software, Employee Engagement, Marketing Communications, Messaging, Leadership, Communication Training, Thought Leadership, Change Management
Education
University of Iowa 1965 — 1969
BA, Music
Mark Gerard's Charles Schwab Experience August 2013 - Present
Job Independent Branch Leader & Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Charles Schwab August 2013 - Present
Envestnet Asset Management April 1999 - August 2013
Scudder Investments July 1997 - April 1999
Gerard Asset Management May 1995 - July 1997
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Science
Paul Dowd's Charles Schwab Experience 1996 - 2003
Job Regional Sales Director
Industry Financial Services
Experience
Morningstar Associates, LLC March 2008 - Present
DWS Investments June 2003 - March 2008
Charles Schwab 1996 - 2003
Education
International Foundation of Employee Benefits 1992 — 2002
CEBS, Employee Benefits
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance, Finance
Morningstar Associates, LLC March 2008 - Present
DWS Investments June 2003 - March 2008
Charles Schwab 1996 - 2003
Education
International Foundation of Employee Benefits 1992 — 2002
CEBS, Employee Benefits
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Finance, Finance
Katie Heidecke (Cox)'s Charles Schwab Experience June 2008 - February 2009
Job Audit Professional
Industry Accounting
Experience
Charles Schwab June 2008 - February 2009
Audit Bureau of Circulations March 2002 - June 2008
iowa state bank and trust 1997 - 2000
Education
University of Iowa 1997 — 2000
B.S. in Business Administration, Finance
Charles Schwab June 2008 - February 2009
Audit Bureau of Circulations March 2002 - June 2008
iowa state bank and trust 1997 - 2000
Education
University of Iowa 1997 — 2000
B.S. in Business Administration, Finance
Parker Mitchell's Charles Schwab Experience January 2009 - August 2011
Job Investment Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates August 2013 - Present
Crawford Investment Counsel August 2011 - June 2013
Charles Schwab January 2009 - August 2011
Charles Schwab May 2008 - December 2008
Charles Schwab June 2006 - May 2008
Skills
Portfolio Management, Investments, Financial Advisory, Asset Allocation, Strategic Financial..., Finance, Fixed Income, Investment Strategies, Asset Management, Financial Analysis, New Business Development, Bonds, Financial Planning, Wealth Management, Equities, Investment Advisory, Investment Management, Microsoft Excel, Trading, Alternative Investments, Bloomberg, Mutual Funds, ETFs, Client Retention, Asset Managment, PowerPoint, Morningstar, Investment Selection, Fixed Income Portfolio...
Education
Georgia Institute of Technology - Georgia Tech College of Management
Master of Business Administration (M.B.A.)
Mary Washington College
Bachelor's Degree
Cambridge Associates August 2013 - Present
Crawford Investment Counsel August 2011 - June 2013
Charles Schwab January 2009 - August 2011
Charles Schwab May 2008 - December 2008
Charles Schwab June 2006 - May 2008
Skills
Portfolio Management, Investments, Financial Advisory, Asset Allocation, Strategic Financial..., Finance, Fixed Income, Investment Strategies, Asset Management, Financial Analysis, New Business Development, Bonds, Financial Planning, Wealth Management, Equities, Investment Advisory, Investment Management, Microsoft Excel, Trading, Alternative Investments, Bloomberg, Mutual Funds, ETFs, Client Retention, Asset Managment, PowerPoint, Morningstar, Investment Selection, Fixed Income Portfolio...
Education
Georgia Institute of Technology - Georgia Tech College of Management
Master of Business Administration (M.B.A.)
Mary Washington College
Bachelor's Degree
Laurie Keegan's Charles Schwab Experience 1991 - 2004
Job Chief Compliance Officer at FBB Capital Partners
Industry Financial Services
Experience
FBB Capital Partners February 2007 - Present
Charles Schwab 1991 - 2004
Education
University of Maryland College Park 1973 — 1979
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Winston Churchill 1970 — 1973
Wharton School of Business
Branch Manager training, Executive Education
FBB Capital Partners February 2007 - Present
Charles Schwab 1991 - 2004
Education
University of Maryland College Park 1973 — 1979
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Winston Churchill 1970 — 1973
Wharton School of Business
Branch Manager training, Executive Education
Robb Stocks's Charles Schwab Experience 2004 - Present
Job Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2004 - Present
Skills
Series 63, Series 7, Financial Services, Relationship Management, Customer Service
Education
University of Iowa 1992 — 1996
Bachelor of Arts (B.A.), Economics
Charles Schwab 2004 - Present
Skills
Series 63, Series 7, Financial Services, Relationship Management, Customer Service
Education
University of Iowa 1992 — 1996
Bachelor of Arts (B.A.), Economics
Cindi Malmgren's Charles Schwab Experience July 1993 - February 2005
Job NPH
Industry Financial Services
Experience
NPH July 2005 - Present
Charles Schwab July 1993 - February 2005
Barnes Business College and Parks Jr College September 1990 - August 1996
Skills
Mutual Funds, AML, FINRA, Series 7, Financial Services, Risk Management, Series 24, Financial Risk, KYC, Investment Advisory, Series 63, Anti Money Laundering, Asset Management, Insurance, Operational Risk, Enterprise Risk..., Operational Risk..., Series 53, Series 66, Investments
Education
University of London 1989 — 1990
General Studies, Exchange Student
CU Denver 1987 — 1990
Mathematics and Statistics
NPH July 2005 - Present
Charles Schwab July 1993 - February 2005
Barnes Business College and Parks Jr College September 1990 - August 1996
Skills
Mutual Funds, AML, FINRA, Series 7, Financial Services, Risk Management, Series 24, Financial Risk, KYC, Investment Advisory, Series 63, Anti Money Laundering, Asset Management, Insurance, Operational Risk, Enterprise Risk..., Operational Risk..., Series 53, Series 66, Investments
Education
University of London 1989 — 1990
General Studies, Exchange Student
CU Denver 1987 — 1990
Mathematics and Statistics
Daniel Dixon's Charles Schwab Experience January 2011 - June 2012
Job Chief Operating Officer at ProgressionsIT
Industry Computer Networking
Experience
Fortville/McCordsville Chamber of Commerce September 2015 - Present
ProgressionsIT October 2014 - Present
ProgressionsIT August 2012 - Present
BNI July 2012 - Present
Indianapolis Symphonic Choir August 2002 - Present
Charles Schwab January 2011 - June 2012
Johnston & Murphy September 2008 - January 2011
Fifth Third Bank June 2007 - September 2008
Skills
Cloud Computing, Consulting, Small Business, Social Networking, Networking, Managed Services, Marketing, IT Management, IT Strategy, VoIP, Sales, Construction, Government, Project Management, Finance, Fundraising, Budgets, Training, Data Recovery, Backup Solutions, Citrix, Cisco Technologies, Office 365, Dell Computers, Educational Technology, Small Business IT..., Analysis, Customer Service, Retail, Management, Municipalities, Retail Banking, Adobe, Disaster Recovery, Selling, Police, Microsoft Servers, Microsoft Partner, Dell Partner, Team Leadership, Leadership, Direct Sales, Private Schools, Business Networking, Executive Management, Sales Process, Fortune 500, Telephony
Education
University of Indianapolis 2010 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Warren Central High School 1998 — 2002
Honors
Fortville/McCordsville Chamber of Commerce September 2015 - Present
ProgressionsIT October 2014 - Present
ProgressionsIT August 2012 - Present
BNI July 2012 - Present
Indianapolis Symphonic Choir August 2002 - Present
Charles Schwab January 2011 - June 2012
Johnston & Murphy September 2008 - January 2011
Fifth Third Bank June 2007 - September 2008
Skills
Cloud Computing, Consulting, Small Business, Social Networking, Networking, Managed Services, Marketing, IT Management, IT Strategy, VoIP, Sales, Construction, Government, Project Management, Finance, Fundraising, Budgets, Training, Data Recovery, Backup Solutions, Citrix, Cisco Technologies, Office 365, Dell Computers, Educational Technology, Small Business IT..., Analysis, Customer Service, Retail, Management, Municipalities, Retail Banking, Adobe, Disaster Recovery, Selling, Police, Microsoft Servers, Microsoft Partner, Dell Partner, Team Leadership, Leadership, Direct Sales, Private Schools, Business Networking, Executive Management, Sales Process, Fortune 500, Telephony
Education
University of Indianapolis 2010 — 2012
Master of Business Administration (MBA), Business Administration, Management and Operations
Warren Central High School 1998 — 2002
Honors
Oscar Cantu's Charles Schwab Experience September 2013 - Present
Job Area Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab November 2007 - August 2013
Charles Schwab February 2006 - October 2007
Charles Schwab January 2005 - January 2006
Charles Schwab April 2004 - December 2004
Charles Schwab April 2002 - March 2004
Charles Schwab June 1999 - March 2002
Skills
Portfolio Management, Securities, Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Leadership, Business Development, Retirement Planning, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (BA), Economics
Charles Schwab September 2013 - Present
Charles Schwab November 2007 - August 2013
Charles Schwab February 2006 - October 2007
Charles Schwab January 2005 - January 2006
Charles Schwab April 2004 - December 2004
Charles Schwab April 2002 - March 2004
Charles Schwab June 1999 - March 2002
Skills
Portfolio Management, Securities, Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Leadership, Business Development, Retirement Planning, Investment Strategies
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (BA), Economics
Brian Evans, CFA's Charles Schwab Experience May 2015 - Present
Job Team Manager, Alternative Investments Custody Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
East Shore Partners May 2012 - October 2013
Behind The Numbers, LLC July 1997 - April 2012
Smith Barney 1992 - 1997
Skills
Equity Research, Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments, Capital Markets, Valuation, Investment Strategies, Financial Modeling, Asset Management, Financial Analysis, Financial Markets, Investment Management, Mutual Funds, Options, Equity Trading, Finance, Value Investing, Competitive Analysis, Wealth Management, Equity Valuation, Bloomberg, Asset Allocation, Analysis
Education
University of Iowa 1986 — 1991
BA, Economics
Charles Schwab May 2015 - Present
East Shore Partners May 2012 - October 2013
Behind The Numbers, LLC July 1997 - April 2012
Smith Barney 1992 - 1997
Skills
Equity Research, Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments, Capital Markets, Valuation, Investment Strategies, Financial Modeling, Asset Management, Financial Analysis, Financial Markets, Investment Management, Mutual Funds, Options, Equity Trading, Finance, Value Investing, Competitive Analysis, Wealth Management, Equity Valuation, Bloomberg, Asset Allocation, Analysis
Education
University of Iowa 1986 — 1991
BA, Economics
Krishna Abburi's Charles Schwab Experience June 2015 - Present
Job Sr. Software Eng at Charles schwab
Industry Computer Software
Experience
Charles Schwab June 2015 - Present
CONEXIS June 2014 - Present
3M 2012 - 2014
Bally Technologies March 2012 - October 2012
Ritham March 2008 - March 2012
HP Software March 2008 - March 2012
JRD Systems May 2007 - February 2008
Congruent Info-Tech April 2005 - February 2007
Skills
SSRS, VB.NET, ASP.NET, .NET, C#, SDLC, Requirements Analysis, Software Project..., XML, SOA, Web Services, Agile Methodologies, Microsoft SQL Server, TFS, Software Development, SQL, WCF, SharePoint
Education
University of Madras
Bachelor of Eng, Computers
Charles Schwab June 2015 - Present
CONEXIS June 2014 - Present
3M 2012 - 2014
Bally Technologies March 2012 - October 2012
Ritham March 2008 - March 2012
HP Software March 2008 - March 2012
JRD Systems May 2007 - February 2008
Congruent Info-Tech April 2005 - February 2007
Skills
SSRS, VB.NET, ASP.NET, .NET, C#, SDLC, Requirements Analysis, Software Project..., XML, SOA, Web Services, Agile Methodologies, Microsoft SQL Server, TFS, Software Development, SQL, WCF, SharePoint
Education
University of Madras
Bachelor of Eng, Computers
Chris Simmons's Charles Schwab Experience 2002 - 2005
Job Regional Manager DCIO Bank Of Montreal Global Asset Management
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
BMO Financial Group August 2014 - Present
Neuberger Berman September 2008 - August 2014
Fidelity Investments 2005 - 2008
Charles Schwab 2002 - 2005
Principal Financial Group January 2000 - December 2002
Principal Financial Group January 1998 - December 2000
Skills
Series 7, Retirement, Investments, Series 63, Retirement Planning, Sales, Mutual Funds, Pensions, Series 24, Series 65, Alternative Investments, Institutional Sales
Education
University of Iowa
Irene Zong's Charles Schwab Experience 1997 - Present
Job VPfinancial consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1997 - Present
Wellesley College 1994 - 1996
Education
University of Iowa 1989 — 1991
MA
Charles Schwab 1997 - Present
Wellesley College 1994 - 1996
Education
University of Iowa 1989 — 1991
MA
Bill McCrea's Charles Schwab Experience October 2006 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2006 - Present
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Economics
Charles Schwab October 2006 - Present
Education
University of Illinois at Urbana-Champaign 1986 — 1990
Economics
Laura K. Hansen's Charles Schwab Experience 2000 - 2003
Job Investment Management/Finance Professional
Industry Banking
Experience
Frontier Bank 2003 - October 2010
Charles Schwab 2000 - 2003
Sabbatical 1996 - 2000
The Bank of California 1986 - 1995
Skills
Investment Management, Investments, Portfolio Management, Securities, Asset Allocation, Finance, Mutual Funds, Bonds, Financial Markets, Investment Strategies
Education
University of London
Liberal Arts
University of Washington
BA, Finance
Frontier Bank 2003 - October 2010
Charles Schwab 2000 - 2003
Sabbatical 1996 - 2000
The Bank of California 1986 - 1995
Skills
Investment Management, Investments, Portfolio Management, Securities, Asset Allocation, Finance, Mutual Funds, Bonds, Financial Markets, Investment Strategies
Education
University of London
Liberal Arts
University of Washington
BA, Finance
Cameron Cunion's Charles Schwab Experience August 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
TD Ameritrade November 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Brokerage, Securities, Equities, Mutual Funds, ETFs, Actuarial Science, Actuarial Exams, Mathematics, Financial Reporting, Microsoft Word
Education
University of Iowa
Bachelor of Science, Mathematics
Charles Schwab August 2013 - Present
TD Ameritrade November 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Brokerage, Securities, Equities, Mutual Funds, ETFs, Actuarial Science, Actuarial Exams, Mathematics, Financial Reporting, Microsoft Word
Education
University of Iowa
Bachelor of Science, Mathematics
Gabriel Priester's Charles Schwab Experience July 2015 - Present
Job Senior SQL Developer
Industry Information Technology and Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab January 2014 - Present
closerlook, inc. September 2013 - January 2014
Belvedere Trading, LLC May 2013 - August 2013
NRCCUA September 2011 - May 2013
Charles Schwab (Formerly optionsXpress) September 2007 - April 2009
West Notifications Group, Inc. (Formerly Centerpost Communications, Inc.) February 2006 - September 2007
Skills
T-SQL, T-SQL Stored Procedures, SSIS, Microsoft SQL Server, Database Design, Agile Methodologies, SQL, C#, Project Management, Software Development
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor's of Science, Computer Science
Charles Schwab July 2015 - Present
Charles Schwab January 2014 - Present
closerlook, inc. September 2013 - January 2014
Belvedere Trading, LLC May 2013 - August 2013
NRCCUA September 2011 - May 2013
Charles Schwab (Formerly optionsXpress) September 2007 - April 2009
West Notifications Group, Inc. (Formerly Centerpost Communications, Inc.) February 2006 - September 2007
Skills
T-SQL, T-SQL Stored Procedures, SSIS, Microsoft SQL Server, Database Design, Agile Methodologies, SQL, C#, Project Management, Software Development
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bachelor's of Science, Computer Science
Dan Boeding's Charles Schwab Experience January 1997 - January 1998
Job Senior Territory Business Manager, Neuroscience Division at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 2003 - Present
Neuroscience Specialty January 2003 - Present
Cardiovascular/Infectious Disease T.B.M January 2002 - January 2003
Everett Charles Technologies January 2000 - January 2002
Bristol Myers Squibb Company January 1998 - January 2000
Charles Schwab January 1997 - January 1998
Charles Schwab & Company January 1995 - January 1998
SF/Denver January 1995 - January 1997
Skills
Pharmaceutical Industry, Product Launch, Sales Effectiveness, New Business Development, Leadership, Cardiology, Sales, Sales Operations, Key Account Management, Food & Beverage, International Relations, Strategy, Tax Preparation, Pharmaceutical Sales, Managed Care, Account Management, Neurology, Hospital Sales
Education
University of Iowa
Bachelor of Business Administration, Finance
Bristol-Myers Squibb June 2003 - Present
Neuroscience Specialty January 2003 - Present
Cardiovascular/Infectious Disease T.B.M January 2002 - January 2003
Everett Charles Technologies January 2000 - January 2002
Bristol Myers Squibb Company January 1998 - January 2000
Charles Schwab January 1997 - January 1998
Charles Schwab & Company January 1995 - January 1998
SF/Denver January 1995 - January 1997
Skills
Pharmaceutical Industry, Product Launch, Sales Effectiveness, New Business Development, Leadership, Cardiology, Sales, Sales Operations, Key Account Management, Food & Beverage, International Relations, Strategy, Tax Preparation, Pharmaceutical Sales, Managed Care, Account Management, Neurology, Hospital Sales
Education
University of Iowa
Bachelor of Business Administration, Finance
Robert Aruldoss's Charles Schwab Experience March 2014 - Present
Job Financial Planner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
USAA July 2010 - February 2014
T. Rowe Price March 2010 - July 2010
PwC May 2008 - February 2010
TIAA-CREF June 1998 - March 2008
Vanguard July 1997 - May 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Philosophy
Charles Schwab March 2014 - Present
USAA July 2010 - February 2014
T. Rowe Price March 2010 - July 2010
PwC May 2008 - February 2010
TIAA-CREF June 1998 - March 2008
Vanguard July 1997 - May 1998
Education
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Arts (BA), Philosophy
Matthew Schiltz's Charles Schwab Experience July 2000 - February 2005
Job Analytics Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo April 2010 - Present
Principal Financial Group February 2005 - January 2009
Charles Schwab July 2000 - February 2005
Education
University of Iowa 1998 — 2000
Washington University in St. Louis 1995 — 1997
Wells Fargo April 2010 - Present
Principal Financial Group February 2005 - January 2009
Charles Schwab July 2000 - February 2005
Education
University of Iowa 1998 — 2000
Washington University in St. Louis 1995 — 1997
Terry Voss's Charles Schwab Experience May 1995 - December 2005
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - July 2015
Charles Schwab May 1995 - December 2005
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Scottrade January 2006 - July 2015
Charles Schwab May 1995 - December 2005
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank