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
Iyare Oni Iyare Oni's Charles Schwab Experience March 2010 - June 2011
Job Commercial Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
James Capital Management October 2011 - August 2014
Wells Fargo May 2014 - July 2014
AT&T June 2011 - July 2012
Charles Schwab March 2010 - June 2011
Apple April 2009 - November 2009
City of Auburn, AL May 2005 - November 2008
Education
Penn State University 2012 — 2014
Master of Business Administration, Finance
California State University-Los Angeles 2014 — 2015
Master of Science (M.S.), Financial & Public Accounting
Auburn University 2003 — 2008
Bachelor of Science, Business Administration; Management Information Systems
Wells Fargo July 2014 - Present
James Capital Management October 2011 - August 2014
Wells Fargo May 2014 - July 2014
AT&T June 2011 - July 2012
Charles Schwab March 2010 - June 2011
Apple April 2009 - November 2009
City of Auburn, AL May 2005 - November 2008
Education
Penn State University 2012 — 2014
Master of Business Administration, Finance
California State University-Los Angeles 2014 — 2015
Master of Science (M.S.), Financial & Public Accounting
Auburn University 2003 — 2008
Bachelor of Science, Business Administration; Management Information Systems
Kristi Anna Truong Kristi Anna Truong's Charles Schwab Experience November 2014 - Present
Job Associate Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Consilium Staffing October 2013 - Present
Abercrombie & Fitch August 2008 - May 2009
Kumon May 2007 - May 2008
Skills
Customer Service, Cold Calling, Smiling, Recruiting, Employee Relations, Sales, Sourcing, Marketing, Hiring, Talent Acquisition, Interviews, Team Building, Leadership, Employee Training, Training, Leadership Development, Healthcare Management, Physicians, Treatment
Education
Texas Tech University 2008 — 2013
Bachelor of Arts (BA), Psychology
Austin Community College 2006 — 2007
Charles Schwab November 2014 - Present
Consilium Staffing October 2013 - Present
Abercrombie & Fitch August 2008 - May 2009
Kumon May 2007 - May 2008
Skills
Customer Service, Cold Calling, Smiling, Recruiting, Employee Relations, Sales, Sourcing, Marketing, Hiring, Talent Acquisition, Interviews, Team Building, Leadership, Employee Training, Training, Leadership Development, Healthcare Management, Physicians, Treatment
Education
Texas Tech University 2008 — 2013
Bachelor of Arts (BA), Psychology
Austin Community College 2006 — 2007
Jerry Fraustro, CRPC Jerry Fraustro, CRPC's Charles Schwab Experience September 2005 - December 2005
Job Senior Advisor Consultant and Collaborator
Industry Investment Management
Experience
OppenheimerFunds October 2008 - Present
OppenheimerFunds January 2006 - October 2008
Charles Schwab September 2005 - December 2005
First Federal Bank of California August 2002 - August 2005
Community First Home Mortgage August 2001 - July 2002
Janus Funds September 1999 - August 2001
Skills
Series 7, 401k, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Retirement, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Financial Planning, Sales, Chartered Retirement..., Business Travel, Budget Management, Sales Presentations, Presentation Skills, Business Planning, Business Development
Education
Austin Community College 1987 — 1988
Basic Studies
Community College of Aurora
OppenheimerFunds October 2008 - Present
OppenheimerFunds January 2006 - October 2008
Charles Schwab September 2005 - December 2005
First Federal Bank of California August 2002 - August 2005
Community First Home Mortgage August 2001 - July 2002
Janus Funds September 1999 - August 2001
Skills
Series 7, 401k, Asset Allocation, Mutual Funds, Separately Managed..., Investments, Retirement, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Financial Planning, Sales, Chartered Retirement..., Business Travel, Budget Management, Sales Presentations, Presentation Skills, Business Planning, Business Development
Education
Austin Community College 1987 — 1988
Basic Studies
Community College of Aurora
Valda Walton Valda Walton's Charles Schwab Experience April 1999 - October 2007
Job Retail Services Manager at O'Reilly Auto Parts
Industry Retail
Experience
O'Reilly Auto Parts October 2013 - Present
O'Reilly Auto Parts October 2008 - October 2013
Charles Schwab April 1999 - October 2007
LaSalle National Bank 1998 - 1999
Skills
Retail, Inventory Management, Customer Satisfaction, Inventory Control, Sales, Merchandising
Education
Augustana College, Rock Island, Illinois 1982 — 1986
Bachelor of Arts (B.A.)
O'Reilly Auto Parts October 2013 - Present
O'Reilly Auto Parts October 2008 - October 2013
Charles Schwab April 1999 - October 2007
LaSalle National Bank 1998 - 1999
Skills
Retail, Inventory Management, Customer Satisfaction, Inventory Control, Sales, Merchandising
Education
Augustana College, Rock Island, Illinois 1982 — 1986
Bachelor of Arts (B.A.)
Miguel Iniguez Miguel Iniguez's Charles Schwab Experience October 2000 - October 2002
Job Insurance Agent at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha July 2011 - Present
Bank of America June 2003 - May 2007
Charles Schwab October 2000 - October 2002
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Underwriting, Long Term Care Insurance, Retirement Planning, Whole Life Insurance, Permanent Life Insurance, Critical Illness..., Cancer Insurance, Medicare, Annuities, College Savings Plans, IRAs, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Retirement Income..., Estate Planning, Income Protection, Retirement Income...
Education
Eastwood High School
Austin Community College
The University of Texas at Austin
Mutual of Omaha July 2011 - Present
Bank of America June 2003 - May 2007
Charles Schwab October 2000 - October 2002
Skills
Insurance, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Underwriting, Long Term Care Insurance, Retirement Planning, Whole Life Insurance, Permanent Life Insurance, Critical Illness..., Cancer Insurance, Medicare, Annuities, College Savings Plans, IRAs, Employee Benefits, Key Person Insurance, Buy-sell Agreements, Retirement Income..., Estate Planning, Income Protection, Retirement Income...
Education
Eastwood High School
Austin Community College
The University of Texas at Austin
Kim Matus's Charles Schwab Experience 2008 - 2012
Job Fund Analyst/Accountant at SALI Fund Services
Industry Financial Services
Experience
SALI Fund Services October 2013 - Present
Retirement Plan Fiduciaries,LLC February 2013 - October 2013
Charles Schwab 2008 - 2012
The Standard March 1987 - February 2008
Skills
Compliance Testing, Contribution..., Earnings Calculations, Projections, Microsoft Excel, Microsoft Office, CPC, QPA and QKA...
Education
The University of Texas at Austin 1994 — 1996
Bachelor of Science (BS), Business Administration - Finance
Austin Community College 1991 — 1994
Associates Degree, Business Administration
SALI Fund Services October 2013 - Present
Retirement Plan Fiduciaries,LLC February 2013 - October 2013
Charles Schwab 2008 - 2012
The Standard March 1987 - February 2008
Skills
Compliance Testing, Contribution..., Earnings Calculations, Projections, Microsoft Excel, Microsoft Office, CPC, QPA and QKA...
Education
The University of Texas at Austin 1994 — 1996
Bachelor of Science (BS), Business Administration - Finance
Austin Community College 1991 — 1994
Associates Degree, Business Administration
Alexandra Pinc's Charles Schwab Experience November 2014 - June 2015
Job Student at Western Illinois University
Industry Marketing and Advertising
Experience
Duck City Bistro February 2012 - Present
Charles Schwab November 2014 - June 2015
HomeWorks Central Inc. May 2013 - September 2013
Woodfire Grill August 2012 - August 2013
Skills
Teamwork, Retail, Sales, Customer Service, Microsoft Word
Education
Western Illinois University 2013 — 2015
Business Marketing
Augustana College 2010 — 2012
Duck City Bistro February 2012 - Present
Charles Schwab November 2014 - June 2015
HomeWorks Central Inc. May 2013 - September 2013
Woodfire Grill August 2012 - August 2013
Skills
Teamwork, Retail, Sales, Customer Service, Microsoft Word
Education
Western Illinois University 2013 — 2015
Business Marketing
Augustana College 2010 — 2012
Barbara Groves Barbara Groves's Charles Schwab Experience October 2011 - July 2012
Job Aspiring writer
Industry Consumer Services
Experience
State Farm January 2014 - June 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
Charles Schwab October 2011 - July 2012
Electrolux June 2010 - April 2011
McKesson November 2009 - June 2010
NCO Financial August 2008 - March 2009
Zappos.com December 2004 - November 2007
Skills
Call Centers, Troubleshooting, Training, Technical Support, Customer Service, Data Entry, Sales, Operating Systems, DNS, Invoicing, Microsoft Office, E-commerce, Coaching, Linux, Logistics, Communication, Microsoft Excel, Customer Satisfaction, Microsoft Word, Problem Solving, Social Networking, Leadership, Typing, Public Speaking, Editing, Marketing
Education
Atlantic Cape Community College 2000 — 2004
Some College, Business Administration
Middle Township High School 1988 — 1992
Diploma, General Studies
State Farm January 2014 - June 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
Charles Schwab October 2011 - July 2012
Electrolux June 2010 - April 2011
McKesson November 2009 - June 2010
NCO Financial August 2008 - March 2009
Zappos.com December 2004 - November 2007
Skills
Call Centers, Troubleshooting, Training, Technical Support, Customer Service, Data Entry, Sales, Operating Systems, DNS, Invoicing, Microsoft Office, E-commerce, Coaching, Linux, Logistics, Communication, Microsoft Excel, Customer Satisfaction, Microsoft Word, Problem Solving, Social Networking, Leadership, Typing, Public Speaking, Editing, Marketing
Education
Atlantic Cape Community College 2000 — 2004
Some College, Business Administration
Middle Township High School 1988 — 1992
Diploma, General Studies
Rodrick C. Williams's Charles Schwab Experience October 2000 - May 2001
Job Director of EVS & Linen Services
Industry Hospital & Health Care
Experience
Longview Regional Medical Center May 2015 - Present
Hospital Housekeeping Systems July 2011 - Present
The Home Depot May 2001 - July 2011
Charles Schwab October 2000 - May 2001
State Farm Insurance October 1999 - October 2000
Family Life May 1999 - October 1999
Jackson Hewitt Tax Services December 1998 - April 1999
United States Marine Corps November 1992 - November 1998
Skills
Customer Retention, Customer Service, Human Resources, Inventory Management, Training, Leadership, Retail, Management, Merchandising, Store Management, Budgets, Sales, Income Statement, Profit, Payroll, Visual Merchandising, Staff Development, Team Building, Operations Management, Customer Satisfaction, Employee Relations, Hiring, Store Operations, Recruiting, Inventory Control, Employee Training, Process Scheduler, Coaching, Leadership Development, Performance Management, Team Leadership, Time Management, Process Improvement, P&L Management, P&L, Forecasting, Loss Prevention, Healthcare, Policy, Employee Benefits, Project Planning, Logistics, Employee Engagement, Interviews, Salesforce.com, Public Relations
Education
University of South Carolina 1997 — 1998
College of the 1991 — 1998
Copper Mountain College 1992 — 1994
Austin Community College 1991 — 1992
Lyndon Baines Johnson 1988 — 1991
Diploma
Longview Regional Medical Center May 2015 - Present
Hospital Housekeeping Systems July 2011 - Present
The Home Depot May 2001 - July 2011
Charles Schwab October 2000 - May 2001
State Farm Insurance October 1999 - October 2000
Family Life May 1999 - October 1999
Jackson Hewitt Tax Services December 1998 - April 1999
United States Marine Corps November 1992 - November 1998
Skills
Customer Retention, Customer Service, Human Resources, Inventory Management, Training, Leadership, Retail, Management, Merchandising, Store Management, Budgets, Sales, Income Statement, Profit, Payroll, Visual Merchandising, Staff Development, Team Building, Operations Management, Customer Satisfaction, Employee Relations, Hiring, Store Operations, Recruiting, Inventory Control, Employee Training, Process Scheduler, Coaching, Leadership Development, Performance Management, Team Leadership, Time Management, Process Improvement, P&L Management, P&L, Forecasting, Loss Prevention, Healthcare, Policy, Employee Benefits, Project Planning, Logistics, Employee Engagement, Interviews, Salesforce.com, Public Relations
Education
University of South Carolina 1997 — 1998
College of the 1991 — 1998
Copper Mountain College 1992 — 1994
Austin Community College 1991 — 1992
Lyndon Baines Johnson 1988 — 1991
Diploma
Tyler Daniels Tyler Daniels's Charles Schwab Experience November 2012 - October 2013
Job Premier Financial Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Charles Schwab November 2012 - October 2013
US Department of Homeland Security June 2011 - November 2012
Harkins Theatres April 2007 - August 2008
Skills
Microsoft Excel, Sales, Financial Analysis, Portfolio Management, Investment Advisory, Options Strategies, Financial Advisory, Trading Strategies, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Management
Merrill Edge October 2013 - Present
Charles Schwab November 2012 - October 2013
US Department of Homeland Security June 2011 - November 2012
Harkins Theatres April 2007 - August 2008
Skills
Microsoft Excel, Sales, Financial Analysis, Portfolio Management, Investment Advisory, Options Strategies, Financial Advisory, Trading Strategies, Leadership, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Management
Dawn Tishler Dawn Tishler's Charles Schwab Experience January 1994 - October 2001
Job Senior PMO Leader/Project Portfolio Management Consultant
Industry Information Technology and Services
Experience
Bank of the West, Business Intelligence Data Management (BIDM) team December 2014 - Present
AAA Northern California, Nevada & Utah Insurance Exchange September 2012 - February 2014
Blackhawk Network February 2011 - September 2012
Wells Fargo November 2008 - January 2011
Washington Mutual 2007 - 2008
Primitive Logic (PrimitiveLogic) 2006 - 2007
Homecomings Financial LLC 2005 - 2006
Siterra 2004 - 2005
Charles Schwab January 1994 - October 2001
GE Capital 1994 - 1996
Skills
Business Process..., Cross-functional Team..., Business Analysis, Change Management, Agile Project Management, Vendor Management, Business Intelligence, Program Management, PMO, Integration, SDLC, Project Portfolio..., Product Development, Enterprise Software, Management, SharePoint Designer, SharePoint, Project Management, Strategic Planning, Leadership, Requirements Gathering, Management Consulting, Online Product..., Team Management, Scrum, Budgets, PMP, Process Improvement, CRM, IT Strategy, Software Project..., SaaS, Requirements Analysis, Financial Services, Governance, Visio, Risk Management, Banking, Resource Management, IT Management, Quality Assurance, SAP ERP, Rally, Workday, Jive, MicroStrategy, Agile Specialist, SRM, ALM, CCAR
Education
Stanford University 2013 — 2016
Advance Project Management, Information Technology Project Management
Pepperdine University 1999 — 1999
Process Mapping and Reengineer Bus Processes, Information Technology Project Management
Austin Peay State University 1982 — 1986
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Bank of the West, Business Intelligence Data Management (BIDM) team December 2014 - Present
AAA Northern California, Nevada & Utah Insurance Exchange September 2012 - February 2014
Blackhawk Network February 2011 - September 2012
Wells Fargo November 2008 - January 2011
Washington Mutual 2007 - 2008
Primitive Logic (PrimitiveLogic) 2006 - 2007
Homecomings Financial LLC 2005 - 2006
Siterra 2004 - 2005
Charles Schwab January 1994 - October 2001
GE Capital 1994 - 1996
Skills
Business Process..., Cross-functional Team..., Business Analysis, Change Management, Agile Project Management, Vendor Management, Business Intelligence, Program Management, PMO, Integration, SDLC, Project Portfolio..., Product Development, Enterprise Software, Management, SharePoint Designer, SharePoint, Project Management, Strategic Planning, Leadership, Requirements Gathering, Management Consulting, Online Product..., Team Management, Scrum, Budgets, PMP, Process Improvement, CRM, IT Strategy, Software Project..., SaaS, Requirements Analysis, Financial Services, Governance, Visio, Risk Management, Banking, Resource Management, IT Management, Quality Assurance, SAP ERP, Rally, Workday, Jive, MicroStrategy, Agile Specialist, SRM, ALM, CCAR
Education
Stanford University 2013 — 2016
Advance Project Management, Information Technology Project Management
Pepperdine University 1999 — 1999
Process Mapping and Reengineer Bus Processes, Information Technology Project Management
Austin Peay State University 1982 — 1986
Liberal Arts, Liberal Arts and Sciences/Liberal Studies
Jean-francois Aphing-Kouassi Jean-francois Aphing-Kouassi's Charles Schwab Experience January 2015 - June 2015
Job Business Development Manager at Concept Services
Industry Marketing and Advertising
Experience
Concept Services June 2015 - Present
Charles Schwab January 2015 - June 2015
Domino's Pizza August 2014 - December 2014
The MENTOR Network August 2014 - December 2014
American Red Cross April 2014 - August 2014
Indiana University South Bend August 2013 - August 2014
International University of Grand Bassam September 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Time Management, Administration, Research, Customer Service, Data Entry, Networking, Windows, Teamwork, Public Speaking, Data Analysis, Management, Spanish, Human Resources, Salesforce.com, Microsoft Dynamics, Team Building, Team Leadership, French, Team Management, Computer Maintenance, Food, Troubleshooting, Higher Education, Critical Thinking, Nonprofits, Volunteer Management, Training, Resume Writing, Telephone Skills, Event Planning, CRM
Education
Ashland University 2015 — 2017
Master of Business Administration (M.B.A.), Project Management
Indiana University South Bend 2011 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
international university of grand bassam 2009 — 2011
2 Year Degree, General Studies
Concept Services June 2015 - Present
Charles Schwab January 2015 - June 2015
Domino's Pizza August 2014 - December 2014
The MENTOR Network August 2014 - December 2014
American Red Cross April 2014 - August 2014
Indiana University South Bend August 2013 - August 2014
International University of Grand Bassam September 2010 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Time Management, Administration, Research, Customer Service, Data Entry, Networking, Windows, Teamwork, Public Speaking, Data Analysis, Management, Spanish, Human Resources, Salesforce.com, Microsoft Dynamics, Team Building, Team Leadership, French, Team Management, Computer Maintenance, Food, Troubleshooting, Higher Education, Critical Thinking, Nonprofits, Volunteer Management, Training, Resume Writing, Telephone Skills, Event Planning, CRM
Education
Ashland University 2015 — 2017
Master of Business Administration (M.B.A.), Project Management
Indiana University South Bend 2011 — 2013
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
international university of grand bassam 2009 — 2011
2 Year Degree, General Studies
Joe Gifford, CFP® Joe Gifford, CFP®'s Charles Schwab Experience March 2015 - Present
Job Wealth Manager
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Schwab Private Client Investment Advisory, Inc. May 2013 - February 2015
Ashwood Advisors January 2000 - December 2012
Morgan Stanley Wealth Management 1997 - 1999
Education
Auburn University, College of Business 1992 — 1996
Charles Schwab March 2015 - Present
Schwab Private Client Investment Advisory, Inc. May 2013 - February 2015
Ashwood Advisors January 2000 - December 2012
Morgan Stanley Wealth Management 1997 - 1999
Education
Auburn University, College of Business 1992 — 1996
Kyle Chaffee's Charles Schwab Experience April 2013 - Present
Job Trading Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab August 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company June 2009 - July 2012
Assumption College August 2008 - May 2009
State of Connecticut Office of Policy and Management May 2008 - August 2008
Skills
Hedge Funds, Derivatives, Bloomberg, Fixed Income, Microsoft Excel, Trading Operations, Microsoft Access
Education
Assumption College 2005 — 2009
Bachelor of Arts (B.A.), Economics/Marketing Double Major, 3.9 GPA
Charles Schwab April 2013 - Present
Charles Schwab August 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company June 2009 - July 2012
Assumption College August 2008 - May 2009
State of Connecticut Office of Policy and Management May 2008 - August 2008
Skills
Hedge Funds, Derivatives, Bloomberg, Fixed Income, Microsoft Excel, Trading Operations, Microsoft Access
Education
Assumption College 2005 — 2009
Bachelor of Arts (B.A.), Economics/Marketing Double Major, 3.9 GPA
Christopher Itri Christopher Itri's Charles Schwab Experience November 2012 - August 2013
Job UI Software Engineer
Industry Computer Software
Experience
IGT May 2015 - Present
Thomson Reuters November 2014 - February 2015
Charles Schwab November 2012 - August 2013
Sony Online Entertainment January 2012 - October 2012
inteveo April 2011 - January 2012
Avidmatrix Incorporated January 2003 - March 2011
newsstand.com January 2001 - January 2002
Greenleaf Technologies January 1999 - January 2001
Compaq Computer Corporation January 1995 - January 1999
IBM Corporation January 1993 - January 1995
Skills
User Interface Design, CSS, User Experience, Flash, HTML5, JavaScript, User Interface, HTML 5, jQuery, Web Design, Dreamweaver, Web Applications, AJAX, XML, Web Development, Software Development, JSON, OOP, AngularJS, Boostrap, Photoshop, LESS, webstorm
Education
Southwest Institute Of Technology 1977 — 1978
Associate's, Electronics Technology
Austin Community College 1988 — 1989
40 hours, Computer Science / Mathematics
PearsonVue 2010 — 2011
Certifiication, Adobe Flash
Elliottician.com 2004 2004 — 2004
Certification, Elliott Wave Analysis
IGT May 2015 - Present
Thomson Reuters November 2014 - February 2015
Charles Schwab November 2012 - August 2013
Sony Online Entertainment January 2012 - October 2012
inteveo April 2011 - January 2012
Avidmatrix Incorporated January 2003 - March 2011
newsstand.com January 2001 - January 2002
Greenleaf Technologies January 1999 - January 2001
Compaq Computer Corporation January 1995 - January 1999
IBM Corporation January 1993 - January 1995
Skills
User Interface Design, CSS, User Experience, Flash, HTML5, JavaScript, User Interface, HTML 5, jQuery, Web Design, Dreamweaver, Web Applications, AJAX, XML, Web Development, Software Development, JSON, OOP, AngularJS, Boostrap, Photoshop, LESS, webstorm
Education
Southwest Institute Of Technology 1977 — 1978
Associate's, Electronics Technology
Austin Community College 1988 — 1989
40 hours, Computer Science / Mathematics
PearsonVue 2010 — 2011
Certifiication, Adobe Flash
Elliottician.com 2004 2004 — 2004
Certification, Elliott Wave Analysis
Jeff Taylor, MBA, CFP® Jeff Taylor, MBA, CFP®'s Charles Schwab Experience June 2012 - March 2015
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Jonathan Handy Jonathan Handy's Charles Schwab Experience February 2007 - July 2012
Job Account Manager / Relationship Specialist helping clients use compression for enhanced oil recovery
Industry Oil & Energy
Experience
Exterran April 2013 - Present
Handy Enterprises July 2012 - April 2013
Charles Schwab February 2007 - July 2012
RushTrade Securities, Inc. October 2002 - September 2006
GRO Corporation January 1997 - October 2002
Hold Brothers Online August 2000 - August 2001
Champion Lake Gun Club, Inc. July 1994 - December 1995
Capitol City Trap & Skeet Club, Inc. September 1990 - June 1994
Skills
I have a deep..., I also have a vast..., Training, Customer Service, Recruiting, Coaching Staff, Leadership, Customer-focused, Goal Oriented, Motivated self-starter, Accountability, Management, Quality Assurance, Quality Oriented, Sales, Marketing, Hunting, Contract Negotiation, Relationship Management
Education
Southwest Texas State University 1993 — 1994
Liberal Arts and Sciences/Liberal Studies
Austin Community College 1986 — 1992
Liberal Arts and Sciences/Liberal Studies
University of Arkansas at Fayetteville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Alamo Heights High School 1981 — 1984
High School Degree
Exterran April 2013 - Present
Handy Enterprises July 2012 - April 2013
Charles Schwab February 2007 - July 2012
RushTrade Securities, Inc. October 2002 - September 2006
GRO Corporation January 1997 - October 2002
Hold Brothers Online August 2000 - August 2001
Champion Lake Gun Club, Inc. July 1994 - December 1995
Capitol City Trap & Skeet Club, Inc. September 1990 - June 1994
Skills
I have a deep..., I also have a vast..., Training, Customer Service, Recruiting, Coaching Staff, Leadership, Customer-focused, Goal Oriented, Motivated self-starter, Accountability, Management, Quality Assurance, Quality Oriented, Sales, Marketing, Hunting, Contract Negotiation, Relationship Management
Education
Southwest Texas State University 1993 — 1994
Liberal Arts and Sciences/Liberal Studies
Austin Community College 1986 — 1992
Liberal Arts and Sciences/Liberal Studies
University of Arkansas at Fayetteville 1984 — 1985
Liberal Arts and Sciences/Liberal Studies
Alamo Heights High School 1981 — 1984
High School Degree
Analisa Valdez Analisa Valdez's Charles Schwab Experience September 2008 - December 2010
Job On Premise Sales Representative at Republic National Distributing Company
Industry Marketing and Advertising
Experience
Republic National Distributing Company October 2013 - Present
Amazing Clubs / ICG America September 2011 - March 2012
Charles Schwab September 2008 - December 2010
Skills
Multi line phone system, Microsoft Office, Management, Customer Service, Social Media, Marketing Strategy, Event Planning, Social Media Marketing, Sales, Marketing, Social Networking, Event Management
Education
Austin Community College 2009 — 2011
Communication and Media Studies
Republic National Distributing Company October 2013 - Present
Amazing Clubs / ICG America September 2011 - March 2012
Charles Schwab September 2008 - December 2010
Skills
Multi line phone system, Microsoft Office, Management, Customer Service, Social Media, Marketing Strategy, Event Planning, Social Media Marketing, Sales, Marketing, Social Networking, Event Management
Education
Austin Community College 2009 — 2011
Communication and Media Studies
Debbie Newell Debbie Newell's Charles Schwab Experience 1997 - 2002
Job Compliance Project Management
Industry Management Consulting
Experience
Convey Health Solutions 2013 - Present
Northwestern Mutual 2003 - 2005
Northwestern Mutual 2003 - 2005
Charles Schwab 1997 - 2002
Skills
HIPAA, Medicaid, Medicare, Healthcare, Managed Care, Healthcare Management, Medical Compliance, Healthcare Information..., Health Insurance, Revenue Cycle, Hospitals, Process Improvement, Insurance, Provider Relations, Health Policy, Medicare Part D, Healthcare Industry, ICD-9, Health Information...
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Project Management
Kennesaw State University 2003 — 2005
BS Business Administration, Marketing
Convey Health Solutions 2013 - Present
Northwestern Mutual 2003 - 2005
Northwestern Mutual 2003 - 2005
Charles Schwab 1997 - 2002
Skills
HIPAA, Medicaid, Medicare, Healthcare, Managed Care, Healthcare Management, Medical Compliance, Healthcare Information..., Health Insurance, Revenue Cycle, Hospitals, Process Improvement, Insurance, Provider Relations, Health Policy, Medicare Part D, Healthcare Industry, ICD-9, Health Information...
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Project Management
Kennesaw State University 2003 — 2005
BS Business Administration, Marketing
Jeanine Garcia, CFP®'s Charles Schwab Experience July 2008 - January 2015
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
Maryann Caperna Saltonstall Maryann Caperna Saltonstall's Charles Schwab Experience April 2014 - March 2015
Job ACD Freelance Art Director at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab April 2014 - March 2015
Rosetta June 2013 - August 2013
G2 Worldwide May 2013 - May 2013
Creative Lift January 2013 - April 2013
Organic September 2012 - December 2012
Self employed September 2009 - August 2012
McCann Erickson/McCann Worldgroup 2000 - 2009
Foote, Cone & Belding 1996 - 2000
Mandelbaum, Mooney, Ashley 1995 - 1996
Chiat/Day 1990 - 1995
Skills
Creative Strategy, Creative Direction, Art Direction, Advertising, Integrated Marketing, Typography, User Interface Design, Digital Marketing, Digital Strategy, Interactive Advertising, Online Advertising, Adobe Creative Suite, Photography, Copywriting, Direct Mail, Creative Services, Logo Design, User Experience, Outdoor Advertising, Brochures, Illustrator, Interactive Marketing, Concept Development, Interaction Design, Video, Image Manipulation, Corporate Identity, Corporate Branding, Branding & Identity, Collateral, Brand Development, Facebook, Experience Design, Brand Architecture, Graphic Design, Information Architecture, Banners, Art, Content Strategy, Visual Communication, Digital Media, Television, Layout, Interactive Media, Packaging, Web Design
Education
Art Center College of Design
BFA, Advertising Design
Charles Schwab April 2014 - March 2015
Rosetta June 2013 - August 2013
G2 Worldwide May 2013 - May 2013
Creative Lift January 2013 - April 2013
Organic September 2012 - December 2012
Self employed September 2009 - August 2012
McCann Erickson/McCann Worldgroup 2000 - 2009
Foote, Cone & Belding 1996 - 2000
Mandelbaum, Mooney, Ashley 1995 - 1996
Chiat/Day 1990 - 1995
Skills
Creative Strategy, Creative Direction, Art Direction, Advertising, Integrated Marketing, Typography, User Interface Design, Digital Marketing, Digital Strategy, Interactive Advertising, Online Advertising, Adobe Creative Suite, Photography, Copywriting, Direct Mail, Creative Services, Logo Design, User Experience, Outdoor Advertising, Brochures, Illustrator, Interactive Marketing, Concept Development, Interaction Design, Video, Image Manipulation, Corporate Identity, Corporate Branding, Branding & Identity, Collateral, Brand Development, Facebook, Experience Design, Brand Architecture, Graphic Design, Information Architecture, Banners, Art, Content Strategy, Visual Communication, Digital Media, Television, Layout, Interactive Media, Packaging, Web Design
Education
Art Center College of Design
BFA, Advertising Design
Todd A. Turner, CFP® Todd A. Turner, CFP®'s Charles Schwab Experience August 2002 - August 2005
Job Chief Operating Officer Henderson Financial Group, Inc.
Industry Financial Services
Experience
Henderson Financial Group, Inc. January 2009 - Present
Independence Trust Company August 2005 - December 2008
Charles Schwab August 2002 - August 2005
A.G. Edwards & Sons, Inc. April 2000 - August 2002
Education
College for Financial Planning 2000 — 2000
AAMS
Nashville School of Law 1997 — 1999
Austin Peay State University 1989 — 1995
BBA
Cannon Financial Institute 2005 — 2005
Trust Administration
College for Financial Planning 2003 — 2003
RP
Henderson Financial Group, Inc. January 2009 - Present
Independence Trust Company August 2005 - December 2008
Charles Schwab August 2002 - August 2005
A.G. Edwards & Sons, Inc. April 2000 - August 2002
Education
College for Financial Planning 2000 — 2000
AAMS
Nashville School of Law 1997 — 1999
Austin Peay State University 1989 — 1995
BBA
Cannon Financial Institute 2005 — 2005
Trust Administration
College for Financial Planning 2003 — 2003
RP
Fernie Jimenez Fernie Jimenez's Charles Schwab Experience March 2011 - Present
Job Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2011 - Present
TEXAS DEPARTMENT OF STATE HEALTH SERVICES February 2010 - March 2011
TEXAS DEPARTMENT OF STATE HEALTH SERVICES June 2009 - December 2009
Austin Independent School District May 2009 - May 2009
THE 401K COMPANY March 2004 - February 2009
CHAMPION CHEVROLET June 2003 - March 2004
Texas Guaranteed Student Loan August 1994 - January 1999
Skills
Servers, Visio, Databases, Networking, Operating Systems, Security, Technical Support, Troubleshooting, Hardware, System Deployment, Software Installation, Windows
Education
The University of Texas at Austin 1990 — 1992
Austin Community College
The University of Texas at Austin
Charles Schwab March 2011 - Present
TEXAS DEPARTMENT OF STATE HEALTH SERVICES February 2010 - March 2011
TEXAS DEPARTMENT OF STATE HEALTH SERVICES June 2009 - December 2009
Austin Independent School District May 2009 - May 2009
THE 401K COMPANY March 2004 - February 2009
CHAMPION CHEVROLET June 2003 - March 2004
Texas Guaranteed Student Loan August 1994 - January 1999
Skills
Servers, Visio, Databases, Networking, Operating Systems, Security, Technical Support, Troubleshooting, Hardware, System Deployment, Software Installation, Windows
Education
The University of Texas at Austin 1990 — 1992
Austin Community College
The University of Texas at Austin
Corrie Fowble's Charles Schwab Experience February 2015 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Charles Schwab February 2015 - Present
Independent Consultant 2012 - Present
FUJIFILM SonoSite, Inc. April 2010 - November 2012
Allied Fire & Security June 2009 - April 2010
Tokyo Electron America February 2000 - July 2007
Skills
Salesforce.com, Process Improvement, Project Management, Management, Training, Sales, Collaborative Problem..., Creative Solutions, Visio, Microsoft Office, Outlook, Time Management, Account Management, Sales Operations, Analysis, Business Process, Microsoft Excel, Microsoft Word, Inventory Management, Oracle, CRM, Project Planning, Customer Service, Program Management, Business Analysis, Cross-functional Team..., Google Apps, Business Process..., Communication, operations analyst, Requirements Gathering, Business Workflows, Training Documentation, Research, WordPress, HTML5, CSS, Business Process..., Team Leadership
Education
Austin Community College
Business Analysis Series
Bellevue College 2013 — 2014
Web Development
Shoreline Community College 2007 — 2009
Associate of Arts, Liberal Arts
Charles Schwab February 2015 - Present
Independent Consultant 2012 - Present
FUJIFILM SonoSite, Inc. April 2010 - November 2012
Allied Fire & Security June 2009 - April 2010
Tokyo Electron America February 2000 - July 2007
Skills
Salesforce.com, Process Improvement, Project Management, Management, Training, Sales, Collaborative Problem..., Creative Solutions, Visio, Microsoft Office, Outlook, Time Management, Account Management, Sales Operations, Analysis, Business Process, Microsoft Excel, Microsoft Word, Inventory Management, Oracle, CRM, Project Planning, Customer Service, Program Management, Business Analysis, Cross-functional Team..., Google Apps, Business Process..., Communication, operations analyst, Requirements Gathering, Business Workflows, Training Documentation, Research, WordPress, HTML5, CSS, Business Process..., Team Leadership
Education
Austin Community College
Business Analysis Series
Bellevue College 2013 — 2014
Web Development
Shoreline Community College 2007 — 2009
Associate of Arts, Liberal Arts
Brian Maxted Brian Maxted's Charles Schwab Experience October 2014 - Present
Job Associate at Charles Schwab
Industry Investment Management
Experience
Charles Schwab October 2014 - Present
Bank of America December 2013 - October 2014
AMR Capital Trading August 2013 - November 2013
Alpha Property Management February 2012 - December 2012
ThinkForex.com January 2012 - February 2012
DBL NP, Ltd. September 2011 - November 2011
Call Centre People Ltd October 2010 - December 2010
ASSA ABLOY January 2010 - March 2010
Treasure Coast Bullion March 2008 - July 2008
Carlton Asset Management July 2007 - March 2008
Skills
Sales, iPhone, Gmail, Google Docs, Camping, Golf, Tennis, Typing, Word, PowerPoint, Internet Explorer, Mozilla, Chrome, New Zealand, Microsoft Word, Management, Finance, Business Strategy, Portfolio Management, Investments, Data Analysis, Financial Markets, Series 7
Education
Auckland University of Technology 2009 — 2012
Bachelor of Business, Finance and International Business
Rangitoto College 1999 — 2002
Charles Schwab October 2014 - Present
Bank of America December 2013 - October 2014
AMR Capital Trading August 2013 - November 2013
Alpha Property Management February 2012 - December 2012
ThinkForex.com January 2012 - February 2012
DBL NP, Ltd. September 2011 - November 2011
Call Centre People Ltd October 2010 - December 2010
ASSA ABLOY January 2010 - March 2010
Treasure Coast Bullion March 2008 - July 2008
Carlton Asset Management July 2007 - March 2008
Skills
Sales, iPhone, Gmail, Google Docs, Camping, Golf, Tennis, Typing, Word, PowerPoint, Internet Explorer, Mozilla, Chrome, New Zealand, Microsoft Word, Management, Finance, Business Strategy, Portfolio Management, Investments, Data Analysis, Financial Markets, Series 7
Education
Auckland University of Technology 2009 — 2012
Bachelor of Business, Finance and International Business
Rangitoto College 1999 — 2002
SHELLY BOYKIN's Charles Schwab Experience July 2014 - Present
Job Charles Schwab
Industry Banking
Experience
Charles Schwab July 2014 - Present
Wells Fargo Retail Finance September 2006 - August 2012
Wells Fargo October 2009 - March 2011
Wells Fargo September 2006 - October 2007
Education
Austin Community College 2012 — 2015
Basics, A
San Antonio College 2005 — 2005
Small Business Administration/Management
Charles Schwab July 2014 - Present
Wells Fargo Retail Finance September 2006 - August 2012
Wells Fargo October 2009 - March 2011
Wells Fargo September 2006 - October 2007
Education
Austin Community College 2012 — 2015
Basics, A
San Antonio College 2005 — 2005
Small Business Administration/Management
Darryl McCormick Darryl McCormick's Charles Schwab Experience November 1996 - September 2000
Job Assistant Branch Manager at Charter One Bank
Industry Marketing and Advertising
Experience
Charter One Bank March 2013 - Present
MobilExpectation, LLC February 2010 - Present
Colorado Technical University September 2011 - December 2012
Sears Home Improvement Products May 2011 - June 2011
Citizens Financial Bank December 2007 - January 2010
The Home Depot August 2001 - December 2007
Charles Schwab November 1996 - September 2000
First Chicago November 1995 - November 1996
Morgan Stanley December 1990 - April 1995
Skills
Team Building, Retail, Customer Relations, Coaching, Sales Management, Banking, Budgeting, Hiring, Strategic Planning, Performance Management, Operations Management, Microsoft Office, Compliance, Excel, Customer Service, Business Strategy, Problem Solving, Talent Acquisition, Business Management, Team Leadership, Contract Management, Corporate Finance, Account Management, Inventory Management, Public Speaking, P&L, Insurance, Vendor Management, PowerPoint, Customer Satisfaction, Mentoring, Financial Reporting, Investments, Fundraising, Project Management, Sales, Balance Sheet, Accounts Payable, Accounts Receivable, MS Project, Admissions, Admissions Counseling, Student Financial Aid, Microsoft Excel, Management, Budgets, Cross-functional Team..., Selling, Marketing Strategy, Program Management
Education
Augustana College 1987 — 1989
BA of Arts, Finance/Marketing
Boston University
Project Management, Project Management Certifications
Lincoln Way High School
Charter One Bank March 2013 - Present
MobilExpectation, LLC February 2010 - Present
Colorado Technical University September 2011 - December 2012
Sears Home Improvement Products May 2011 - June 2011
Citizens Financial Bank December 2007 - January 2010
The Home Depot August 2001 - December 2007
Charles Schwab November 1996 - September 2000
First Chicago November 1995 - November 1996
Morgan Stanley December 1990 - April 1995
Skills
Team Building, Retail, Customer Relations, Coaching, Sales Management, Banking, Budgeting, Hiring, Strategic Planning, Performance Management, Operations Management, Microsoft Office, Compliance, Excel, Customer Service, Business Strategy, Problem Solving, Talent Acquisition, Business Management, Team Leadership, Contract Management, Corporate Finance, Account Management, Inventory Management, Public Speaking, P&L, Insurance, Vendor Management, PowerPoint, Customer Satisfaction, Mentoring, Financial Reporting, Investments, Fundraising, Project Management, Sales, Balance Sheet, Accounts Payable, Accounts Receivable, MS Project, Admissions, Admissions Counseling, Student Financial Aid, Microsoft Excel, Management, Budgets, Cross-functional Team..., Selling, Marketing Strategy, Program Management
Education
Augustana College 1987 — 1989
BA of Arts, Finance/Marketing
Boston University
Project Management, Project Management Certifications
Lincoln Way High School
Danielle Harris, PMP Danielle Harris, PMP's Charles Schwab Experience September 2006 - October 2006
Job PMO Manager at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology December 2014 - Present
World Wide Technology April 2012 - December 2014
World Wide Technology November 2010 - April 2012
ProNet Solutions March 2010 - November 2010
Network Infrastructure Corporation 2008 - 2010
Insight 2006 - 2008
Charles Schwab September 2006 - October 2006
Darcomm Network Solutions October 2003 - September 2006
Skills
PMP, PMO, Data Center, Vendor Management, Disaster Recovery, Cisco Technologies, Resource Management, VoIP, MS Project, Visio, Integration, Project Management, Unified Communications, Project Delivery, Professional Services, Management, IT Management, Networking, IT Strategy
Education
Arizona State University West
World Wide Technology December 2014 - Present
World Wide Technology April 2012 - December 2014
World Wide Technology November 2010 - April 2012
ProNet Solutions March 2010 - November 2010
Network Infrastructure Corporation 2008 - 2010
Insight 2006 - 2008
Charles Schwab September 2006 - October 2006
Darcomm Network Solutions October 2003 - September 2006
Skills
PMP, PMO, Data Center, Vendor Management, Disaster Recovery, Cisco Technologies, Resource Management, VoIP, MS Project, Visio, Integration, Project Management, Unified Communications, Project Delivery, Professional Services, Management, IT Management, Networking, IT Strategy
Education
Arizona State University West
Addison Colgrove's Charles Schwab Experience September 2013 - January 2015
Job Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
TIAA-CREF February 2015 - Present
Charles Schwab September 2013 - January 2015
Charles Schwab June 2012 - September 2013
Charles Schwab September 2010 - June 2012
Waddell & Reed Financial Services June 2009 - August 2010
Merrill Lynch May 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Retirement Planning, Series 7, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Asset Management, Finance, Equities, Relationship Management, Financial Modeling, Options, Trading, Investment Advisory, 401k, Investment Strategies, Financial Services, Corporate Finance, IRAs, Alternative Investments, FINRA, ETFs, Wealth Management..., Investment Management, Strategic Planning, Risk Management, Valuation, Financial Advisory, Bonds, Wealth, Personal Finance
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Finance & Marketing
2015 Level II Candidate in the CFA Program
Dean Money Dean Money's Charles Schwab Experience July 1997 - February 1998
Job Senior PeopleSoft Developer/Analyst, Consultant at Randstad
Industry Computer Software
Experience
Randstad May 2013 - Present
Genuine Parts Company November 2010 - May 2013
ARRIS Group, Inc. November 2008 - December 2010
Babcock & Brown February 2002 - October 2008
Transpower 2003 - 2003
Robert Half International, Inc. August 1999 - November 2001
Allied Holdings 1998 - 1999
PwC February 1998 - July 1998
Charles Schwab July 1997 - February 1998
AT&T 1998 - 1998
Skills
Unix Shell Scripting, PeopleSoft, Payroll, PeopleTools, Crystal Reports, nVision Reporting, Audit Reporting, PeopleSoft Security, Integration Broker, Web Services, SQL, PL/SQL
Education
The Ohio State University Fisher College of Business 1991 — 1993
M.B.A.
Auburn University, College of Business 1984 — 1988
B.S.
Randstad May 2013 - Present
Genuine Parts Company November 2010 - May 2013
ARRIS Group, Inc. November 2008 - December 2010
Babcock & Brown February 2002 - October 2008
Transpower 2003 - 2003
Robert Half International, Inc. August 1999 - November 2001
Allied Holdings 1998 - 1999
PwC February 1998 - July 1998
Charles Schwab July 1997 - February 1998
AT&T 1998 - 1998
Skills
Unix Shell Scripting, PeopleSoft, Payroll, PeopleTools, Crystal Reports, nVision Reporting, Audit Reporting, PeopleSoft Security, Integration Broker, Web Services, SQL, PL/SQL
Education
The Ohio State University Fisher College of Business 1991 — 1993
M.B.A.
Auburn University, College of Business 1984 — 1988
B.S.
Joseph Maier Joseph Maier's Charles Schwab Experience November 2005 - August 2006
Job New Forms Developer at ClaimTrak Systems, Inc.
Industry Computer Software
Experience
ClaimTrak Systems, Inc. July 2013 - Present
GameStop January 2011 - January 2014
GameStop August 2006 - January 2011
GamePartisan.com November 2003 - January 2008
EB Games April 2006 - August 2006
Charles Schwab November 2005 - August 2006
GameStop November 2002 - November 2005
Advantage Communications August 2005 - October 2005
Excess Distributors, Inc. November 2004 - July 2005
GamingMaxx.com August 1999 - July 2003
Skills
Store Management, Retail Sales, C#, C++, SQL, HTML, XHTML, PHP, Visual Basic, Java, CSS, Computer Proficiency, WordPress, Microsoft Office, 3D Studio Max, Visual Studio, Photoshop, Illustrator, Customer Service, Maya, Microsoft SQL Server, Unreal Editor, Windows, Windows 7, Wireshark, After Effects, Computer Building, Computer Maintenance, Merchandising, Retail, Visual Merchandising, Omnis
Education
Mesa Community College 2011 — 2013
Associate of Science (A.S.), Computer Programming, 3.727
Art Institute of Phoenix 2001 — 2004
Bachelor of Arts (B.A.), Game Art and Design
Thunderbird High School 1996 — 2001
High School Diploma
ClaimTrak Systems, Inc. July 2013 - Present
GameStop January 2011 - January 2014
GameStop August 2006 - January 2011
GamePartisan.com November 2003 - January 2008
EB Games April 2006 - August 2006
Charles Schwab November 2005 - August 2006
GameStop November 2002 - November 2005
Advantage Communications August 2005 - October 2005
Excess Distributors, Inc. November 2004 - July 2005
GamingMaxx.com August 1999 - July 2003
Skills
Store Management, Retail Sales, C#, C++, SQL, HTML, XHTML, PHP, Visual Basic, Java, CSS, Computer Proficiency, WordPress, Microsoft Office, 3D Studio Max, Visual Studio, Photoshop, Illustrator, Customer Service, Maya, Microsoft SQL Server, Unreal Editor, Windows, Windows 7, Wireshark, After Effects, Computer Building, Computer Maintenance, Merchandising, Retail, Visual Merchandising, Omnis
Education
Mesa Community College 2011 — 2013
Associate of Science (A.S.), Computer Programming, 3.727
Art Institute of Phoenix 2001 — 2004
Bachelor of Arts (B.A.), Game Art and Design
Thunderbird High School 1996 — 2001
High School Diploma
Amanda Pacheco Amanda Pacheco's Charles Schwab Experience August 2015 - Present
Job Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - July 2015
Charles Schwab July 2011 - August 2013
Charles Schwab March 2010 - July 2011
Charles Schwab November 2008 - March 2010
Skills
Series 7, Mutual Funds, Series 63, Investments, Securities, Investment Advisory, Series 9/10, Series 6, Equities, FINRA, Retirement, Retirement Planning, Wealth Management, Financial Services, Finance, Leadership, Risk Management
Education
Auburn University 2003 — 2007
Bachelor's of Science in Business Administration, Finance
Charles Schwab August 2015 - Present
Charles Schwab September 2013 - July 2015
Charles Schwab July 2011 - August 2013
Charles Schwab March 2010 - July 2011
Charles Schwab November 2008 - March 2010
Skills
Series 7, Mutual Funds, Series 63, Investments, Securities, Investment Advisory, Series 9/10, Series 6, Equities, FINRA, Retirement, Retirement Planning, Wealth Management, Financial Services, Finance, Leadership, Risk Management
Education
Auburn University 2003 — 2007
Bachelor's of Science in Business Administration, Finance
Jennifer Masserano Jennifer Masserano's Charles Schwab Experience 2011 - 2012
Job
Industry Online Media
Experience
Charles Schwab 2011 - 2012
Green Mountain Energy Company 2008 - 2010
Spur Digital 2007 - 2008
Digital Media/Web-based Consultancy 2005 - 2007
Skills
User Interface Design, Interaction Design, Business Analysis, Information Architecture, Dreamweaver, Email Marketing, Analytics, Blogging, XHTML, Digital Media, Interactive Advertising, Web Applications, Web Marketing, Flash, SEO, Online Advertising, Graphic Design, Social Media Marketing, Art Direction, Project Management, User Interface, Wordpress, User Experience, CSS, Interactive Media, Mobile Applications, Online Marketing, Web Analytics, CMS, Web Project Management, HTML 5, HTML, Web Design, E-commerce, Google Analytics, User Experience Design, Front-end, Multimedia, Usability, Content Management, Web Development, Adobe Fireworks, jQuery, SEM, Content Strategy, PHP, Mobile Design, Adobe Creative Suite, Joomla, Digital Strategy
Education
Art Institute of Pittsburgh 2004 — 2009
Bachelors of Science
University of New Orleans 1987 — 2001
Charles Schwab 2011 - 2012
Green Mountain Energy Company 2008 - 2010
Spur Digital 2007 - 2008
Digital Media/Web-based Consultancy 2005 - 2007
Skills
User Interface Design, Interaction Design, Business Analysis, Information Architecture, Dreamweaver, Email Marketing, Analytics, Blogging, XHTML, Digital Media, Interactive Advertising, Web Applications, Web Marketing, Flash, SEO, Online Advertising, Graphic Design, Social Media Marketing, Art Direction, Project Management, User Interface, Wordpress, User Experience, CSS, Interactive Media, Mobile Applications, Online Marketing, Web Analytics, CMS, Web Project Management, HTML 5, HTML, Web Design, E-commerce, Google Analytics, User Experience Design, Front-end, Multimedia, Usability, Content Management, Web Development, Adobe Fireworks, jQuery, SEM, Content Strategy, PHP, Mobile Design, Adobe Creative Suite, Joomla, Digital Strategy
Education
Art Institute of Pittsburgh 2004 — 2009
Bachelors of Science
University of New Orleans 1987 — 2001
Michelle Lemker Michelle Lemker's Charles Schwab Experience May 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2014 - Present
TekSystems/Charles Schwab January 2011 - May 2014
Verizon Business August 2007 - January 2011
iNation April 2005 - May 2007
VistaCare November 2004 - April 2005
VistaCare October 2001 - November 2004
VistaCare April 2001 - October 2001
Suncoast Solutions March 1999 - April 2001
Alabama Hospice Organization November 1997 - March 1999
Skills
Business Analysis, Project Management, Integration, Software Documentation, Testing, Requirements Analysis, Technical Writing, Process Improvement, Visio, Training, CRM, Curriculum Development, SDLC, Scrum, SQL, Analysis, Agile Methodologies, Software Development, Staff Training, RUP and Agile
Education
Auburn University 1986 — 1990
BSBA, Marketing
Charles Schwab May 2014 - Present
TekSystems/Charles Schwab January 2011 - May 2014
Verizon Business August 2007 - January 2011
iNation April 2005 - May 2007
VistaCare November 2004 - April 2005
VistaCare October 2001 - November 2004
VistaCare April 2001 - October 2001
Suncoast Solutions March 1999 - April 2001
Alabama Hospice Organization November 1997 - March 1999
Skills
Business Analysis, Project Management, Integration, Software Documentation, Testing, Requirements Analysis, Technical Writing, Process Improvement, Visio, Training, CRM, Curriculum Development, SDLC, Scrum, SQL, Analysis, Agile Methodologies, Software Development, Staff Training, RUP and Agile
Education
Auburn University 1986 — 1990
BSBA, Marketing
Aaron Anson Aaron Anson's Charles Schwab Experience September 2011 - November 2013
Job Director of Operations at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management November 2013 - Present
Charles Schwab September 2011 - November 2013
Charles Schwab April 2007 - September 2011
Charles Schwab May 2006 - April 2007
Skills
Portfolio Management, CRM, Financial Services, Team Leadership, Investments, Asset Management, PortfolioCenter, Salesforce.com, Strategic Leadership, Staffing Models, Relationship Management, Project Management, Schwab Openview..., Financial Markets, Outsourcing, StrengthsFinder, Series 65, Management
Education
Avila University 2010 — 2012
MBA, Management
University of Central Missouri 2002 — 2006
Bachelor's, Finance
Frontier Wealth Management November 2013 - Present
Charles Schwab September 2011 - November 2013
Charles Schwab April 2007 - September 2011
Charles Schwab May 2006 - April 2007
Skills
Portfolio Management, CRM, Financial Services, Team Leadership, Investments, Asset Management, PortfolioCenter, Salesforce.com, Strategic Leadership, Staffing Models, Relationship Management, Project Management, Schwab Openview..., Financial Markets, Outsourcing, StrengthsFinder, Series 65, Management
Education
Avila University 2010 — 2012
MBA, Management
University of Central Missouri 2002 — 2006
Bachelor's, Finance
Cody Cline Cody Cline's Charles Schwab Experience November 2012 - Present
Job Branch Support/System Administrator at Charles Schwab Corporation
Industry Computer Hardware
Experience
Charles Schwab November 2012 - Present
Apple October 2011 - November 2012
Apple September 2010 - October 2011
Volt May 2010 - September 2010
Volt April 2010 - May 2010
Dell December 2008 - March 2010
Dell April 2007 - December 2008
Spherion October 2006 - April 2007
Spherion September 2006 - October 2006
Skills
A+, MCP, DCSE, ACSP (10.7), Active Directory, Open Directory, DNS, DHCP, NAT, Mac OS X Server, Windows Server, Mac OS, Windows, Photography, Travel, RAID, Technical Support, Networking, Call Centers
Education
Austin Community College 2004 — 2008
Associate degree, Information Technology/ Programming
Charles Schwab November 2012 - Present
Apple October 2011 - November 2012
Apple September 2010 - October 2011
Volt May 2010 - September 2010
Volt April 2010 - May 2010
Dell December 2008 - March 2010
Dell April 2007 - December 2008
Spherion October 2006 - April 2007
Spherion September 2006 - October 2006
Skills
A+, MCP, DCSE, ACSP (10.7), Active Directory, Open Directory, DNS, DHCP, NAT, Mac OS X Server, Windows Server, Mac OS, Windows, Photography, Travel, RAID, Technical Support, Networking, Call Centers
Education
Austin Community College 2004 — 2008
Associate degree, Information Technology/ Programming
Andrew J. Danylchak CFP® Andrew J. Danylchak CFP®'s Charles Schwab Experience September 1997 - June 2005
Job Vice President/Portfolio Investment Officer at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management June 2005 - Present
Charles Schwab September 1997 - June 2005
Skills
Portfolio Management, Asset Management, Holistic Financial...
Education
Ashland University 2004 — 2006
Master of Business Administration (MBA)
Kent State University 1990 — 1994
Bachelor of Business Administration, Finance
PNC Wealth Management June 2005 - Present
Charles Schwab September 1997 - June 2005
Skills
Portfolio Management, Asset Management, Holistic Financial...
Education
Ashland University 2004 — 2006
Master of Business Administration (MBA)
Kent State University 1990 — 1994
Bachelor of Business Administration, Finance
Chad Aitken Chad Aitken's Charles Schwab Experience January 1993 - January 2003
Job Owner, Aitken Research Group
Industry Investment Management
Experience
Aitken Research Group January 2011 - Present
Europacific Capital 2008 - 2009
Morgan Stanley 2005 - 2007
MD Medical Solutions 2003 - 2005
Charles Schwab January 1993 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Risk Management, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Private Equity, Fixed Income, Business Analysis, Due Diligence, Hedge Funds, Venture Capital, Management, Leadership
Education
Ashland University 1985 — 1987
Business Admin
Pennsylvania State University-Penn State Beaver 1987 — 1989
Aitken Research Group January 2011 - Present
Europacific Capital 2008 - 2009
Morgan Stanley 2005 - 2007
MD Medical Solutions 2003 - 2005
Charles Schwab January 1993 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Risk Management, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Private Equity, Fixed Income, Business Analysis, Due Diligence, Hedge Funds, Venture Capital, Management, Leadership
Education
Ashland University 1985 — 1987
Business Admin
Pennsylvania State University-Penn State Beaver 1987 — 1989
Jill Hosmer- Jolley's Charles Schwab Experience February 1985 - January 1997
Job Adjunct Business Faculty & Consultant
Industry Higher Education
Experience
California State University, Monterey Bay August 2008 - Present
Southern New Hampshire University April 2014 - Present
The Collaboratory, LLC February 2015 - March 2015
California State University Monterey Bay June 2010 - September 2014
CSU Monterey Bay (CSUMB) December 2008 - September 2014
Charles Schwab February 1985 - January 1997
Merrill Lynch May 1983 - February 1985
Skills
Sustainable Business, Social Responsibility, Career Counseling, Organizational..., academic advising, Public Speaking, Distance Learning, Staff Development, Curriculum Development, Corporate Training, Higher Education, Creative Strategy, Leadership Development, Management Consulting, Communication Skills, Interview Preparation, Teaching, E-Learning, Program Development, Career Development, Instructional Design, Adult Education, Organizational..., management, Change Management, Operations Management, Organizational Behavior, Exit Interviews, 360 Feedback, Executive Coaching, Staff Supervision, Community Service, Training, Curriculum Design, Public Relations, Management, Research, Student Affairs, Strategy, Academic Advising, Student Development, Recruiting, Resume Writing, Nonprofits, Budgets, Project Planning, Leadership, Program Management, Workshop Facilitation, Time Management
Education
Northcentral University 2011 — 2017
PhD Business Administration - Management, Management, ABD - Dissertation in progress
Simmons College - Simmons School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, Mostly As, some Bs...nothing lower
Central Michigan University 1990 — 1992
Business/Commerce, General
Santa Barbara City College 1988 — 1989
California State University-Hayward 1986 — 1986
General Education
Ohlone College 1986 — 1986
General Education
Santa Clara University 1985 — 1985
Real Estate Law & Paralegal Studies, All As
Austin Community College 1982 — 1982
Banking and Financial Support Services, All As
The University of Texas at Austin 1981 — 1981
Petroleum Engineering
Washtenaw Community College 1979 — 1980
General Education
California State University, Monterey Bay August 2008 - Present
Southern New Hampshire University April 2014 - Present
The Collaboratory, LLC February 2015 - March 2015
California State University Monterey Bay June 2010 - September 2014
CSU Monterey Bay (CSUMB) December 2008 - September 2014
Charles Schwab February 1985 - January 1997
Merrill Lynch May 1983 - February 1985
Skills
Sustainable Business, Social Responsibility, Career Counseling, Organizational..., academic advising, Public Speaking, Distance Learning, Staff Development, Curriculum Development, Corporate Training, Higher Education, Creative Strategy, Leadership Development, Management Consulting, Communication Skills, Interview Preparation, Teaching, E-Learning, Program Development, Career Development, Instructional Design, Adult Education, Organizational..., management, Change Management, Operations Management, Organizational Behavior, Exit Interviews, 360 Feedback, Executive Coaching, Staff Supervision, Community Service, Training, Curriculum Design, Public Relations, Management, Research, Student Affairs, Strategy, Academic Advising, Student Development, Recruiting, Resume Writing, Nonprofits, Budgets, Project Planning, Leadership, Program Management, Workshop Facilitation, Time Management
Education
Northcentral University 2011 — 2017
PhD Business Administration - Management, Management, ABD - Dissertation in progress
Simmons College - Simmons School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General, Mostly As, some Bs...nothing lower
Central Michigan University 1990 — 1992
Business/Commerce, General
Santa Barbara City College 1988 — 1989
California State University-Hayward 1986 — 1986
General Education
Ohlone College 1986 — 1986
General Education
Santa Clara University 1985 — 1985
Real Estate Law & Paralegal Studies, All As
Austin Community College 1982 — 1982
Banking and Financial Support Services, All As
The University of Texas at Austin 1981 — 1981
Petroleum Engineering
Washtenaw Community College 1979 — 1980
General Education
Lokesh Bhootada Lokesh Bhootada's Charles Schwab Experience October 2008 - January 2009
Job Oracle Database Developer Sr at Epsilon
Industry Computer Software
Experience
Epsilon February 2012 - Present
Epsilon December 2010 - January 2012
JP Morgan Chase January 2010 - December 2010
Tyco International ADT Group February 2009 - December 2009
Charles Schwab October 2008 - January 2009
Skills
PL/SQL, Database Design, Unix, XML, Oracle PL/SQL..., Oracle, Perl, Microsoft SQL Server, SQL Loader, Database Triggers, ETL, Unix KSH, Databases, DB2, Performance Tuning, SQL Tuning, Netezza
Education
Arkansas Tech University 2007 — 2008
MS, Information Technology
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Epsilon February 2012 - Present
Epsilon December 2010 - January 2012
JP Morgan Chase January 2010 - December 2010
Tyco International ADT Group February 2009 - December 2009
Charles Schwab October 2008 - January 2009
Skills
PL/SQL, Database Design, Unix, XML, Oracle PL/SQL..., Oracle, Perl, Microsoft SQL Server, SQL Loader, Database Triggers, ETL, Unix KSH, Databases, DB2, Performance Tuning, SQL Tuning, Netezza
Education
Arkansas Tech University 2007 — 2008
MS, Information Technology
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2001 — 2005
Linette Steinmetz Linette Steinmetz's Charles Schwab Experience August 2011 - Present
Job Senior Marketing Manager Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
CenturyLink (formerly Qwest) August 2007 - October 2011
Tagawa Greenhouses, Inc May 2003 - August 2007
First Data Corporation January 2000 - January 2001
US West January 1997 - January 1999
Skills
Advertising, Direct Marketing, Microsoft Excel, PowerPoint, Telecommunications, Product Marketing, Strategic Partnerships, Direct Mail, Strategy, Program Management, Marketing, Marketing Communications, Leadership, Integrated Marketing, Project Management
Education
Art Institute of Colorado
Advertising Design, Communications, Marketing Design, Graphics
Augustana College
Bachelor of Arts
Charles Schwab August 2011 - Present
CenturyLink (formerly Qwest) August 2007 - October 2011
Tagawa Greenhouses, Inc May 2003 - August 2007
First Data Corporation January 2000 - January 2001
US West January 1997 - January 1999
Skills
Advertising, Direct Marketing, Microsoft Excel, PowerPoint, Telecommunications, Product Marketing, Strategic Partnerships, Direct Mail, Strategy, Program Management, Marketing, Marketing Communications, Leadership, Integrated Marketing, Project Management
Education
Art Institute of Colorado
Advertising Design, Communications, Marketing Design, Graphics
Augustana College
Bachelor of Arts
Kris Anest's Charles Schwab Experience April 2012 - Present
Job Senior Manager Trade Away Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Charles Schwab June 2007 - April 2012
PVUSD #69 August 2001 - May 2008
Charles Schwab December 1995 - August 2001
Skills
Series 7, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Series 66, Series 9, Series10, Teaching, FINRA, Insurance, Mutual Funds, Series 63
Education
Arizona State University West
BaEd, Secondary Education
Arizona State University West
BaED, Secondary Education and Teaching, History, Economics
Charles Schwab April 2012 - Present
Charles Schwab June 2007 - April 2012
PVUSD #69 August 2001 - May 2008
Charles Schwab December 1995 - August 2001
Skills
Series 7, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Series 66, Series 9, Series10, Teaching, FINRA, Insurance, Mutual Funds, Series 63
Education
Arizona State University West
BaEd, Secondary Education
Arizona State University West
BaED, Secondary Education and Teaching, History, Economics
Kirby Menzel Kirby Menzel's Charles Schwab Experience May 2010 - August 2013
Job Director of Systems Technology at iVerse Media, LLC
Industry Information Technology and Services
Experience
iVerse Media, LLC August 2013 - Present
Charles Schwab May 2010 - August 2013
Tek Systems November 2009 - June 2010
Spansion March 2009 - November 2009
Spansion March 2004 - March 2009
SuperUser Solutions LLC August 2001 - December 2005
The church in Austin June 2003 - March 2004
Harte-Hanks 2001 - 2001
Harte-Hanks 2000 - 2001
Total Access Networks, Inc 1998 - 2000
Skills
Linux, Firewalls, Network Security, Unix, LAMP, RHCE, Networking, Data Center, TCP/IP, Servers, Testing, Databases, Project Management, Security, High Availability, DNS, Routers
Education
Austin Community College 2006 — 2009
Associate of Science
iVerse Media, LLC August 2013 - Present
Charles Schwab May 2010 - August 2013
Tek Systems November 2009 - June 2010
Spansion March 2009 - November 2009
Spansion March 2004 - March 2009
SuperUser Solutions LLC August 2001 - December 2005
The church in Austin June 2003 - March 2004
Harte-Hanks 2001 - 2001
Harte-Hanks 2000 - 2001
Total Access Networks, Inc 1998 - 2000
Skills
Linux, Firewalls, Network Security, Unix, LAMP, RHCE, Networking, Data Center, TCP/IP, Servers, Testing, Databases, Project Management, Security, High Availability, DNS, Routers
Education
Austin Community College 2006 — 2009
Associate of Science
Harmoni Morales Harmoni Morales's Charles Schwab Experience May 2014 - Present
Job Talented Graphic Designer & Artist
Industry Graphic Design
Experience
Charles Schwab May 2014 - Present
Paragon Foodservice August 2013 - May 2014
Lone Star Steakhouse March 2011 - September 2012
Freelance / Graphic Desinger August 2010 - October 2010
Graphic Designer May 2010 - May 2010
Artwork Network December 2008 - March 2009
Jeemco Pennsylvania January 2008 - January 2009
The Art Institute of Colorado January 2008 - January 2009
HW Home October 2007 - October 2008
HW Home January 2007 - January 2008
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, Flash, Mac, PC, Logo Design, Design logos, Corporate Identity, Web Pages, Layout, Digital Illustration, Digital Photography, Digital Printing, Image Manipulation, Image Editing, Image Processing, Typography, Print Management, Print Production Process, Web Design, Graphics, Vector Illustration, Flyers, Banners, Adobe Acrobat, InDesign, Book Design
Education
Art Institute of Colorado 2006 — 2009
BA, Graphic Design
Charles Schwab May 2014 - Present
Paragon Foodservice August 2013 - May 2014
Lone Star Steakhouse March 2011 - September 2012
Freelance / Graphic Desinger August 2010 - October 2010
Graphic Designer May 2010 - May 2010
Artwork Network December 2008 - March 2009
Jeemco Pennsylvania January 2008 - January 2009
The Art Institute of Colorado January 2008 - January 2009
HW Home October 2007 - October 2008
HW Home January 2007 - January 2008
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Dreamweaver, Flash, Mac, PC, Logo Design, Design logos, Corporate Identity, Web Pages, Layout, Digital Illustration, Digital Photography, Digital Printing, Image Manipulation, Image Editing, Image Processing, Typography, Print Management, Print Production Process, Web Design, Graphics, Vector Illustration, Flyers, Banners, Adobe Acrobat, InDesign, Book Design
Education
Art Institute of Colorado 2006 — 2009
BA, Graphic Design
Breona Mouton's Charles Schwab Experience August 2014 - March 2015
Job Major Events Coordinator at Armstrong McCall/CosmoProf Beauty
Industry Events Services
Experience
Armstrong McCall/CosmoProf Beauty August 2015 - Present
Charles Schwab August 2014 - March 2015
Austin Fire Department February 2012 - January 2014
Frank Fickett Center August 2012 - January 2013
Frost Bank August 2009 - February 2012
Texas Pharmacy Association April 2008 - August 2009
Guaranty Bank November 2004 - April 2008
Skills
Event Management, Business Development, Event Planning, Marketing, Finance, Customer Service, Sales, Management, Budgets, Community Outreach, Customer Satisfaction, Data Entry, Training, Time Management, Public Speaking, Public Relations, Team Building, Social Networking, Microsoft Excel, Data Analysis, Strategic Planning, Recruiting, Hospitality, Microsoft Office, PowerPoint, Project Planning, Call Centers, Microsoft Word, Loans, Banking, Contract Negotiation, Accounts Payable, Trade Shows, Invoicing, Teamwork, Outlook, Business, Organizational..., Research, Marketing Communications
Education
Huston-Tillotson University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
Austin Community College 2006 — 2013
Associate of Applied Science, Meeting & Events Planning
Del Valle High School 2001 — 2005
Diploma
Armstrong McCall/CosmoProf Beauty August 2015 - Present
Charles Schwab August 2014 - March 2015
Austin Fire Department February 2012 - January 2014
Frank Fickett Center August 2012 - January 2013
Frost Bank August 2009 - February 2012
Texas Pharmacy Association April 2008 - August 2009
Guaranty Bank November 2004 - April 2008
Skills
Event Management, Business Development, Event Planning, Marketing, Finance, Customer Service, Sales, Management, Budgets, Community Outreach, Customer Satisfaction, Data Entry, Training, Time Management, Public Speaking, Public Relations, Team Building, Social Networking, Microsoft Excel, Data Analysis, Strategic Planning, Recruiting, Hospitality, Microsoft Office, PowerPoint, Project Planning, Call Centers, Microsoft Word, Loans, Banking, Contract Negotiation, Accounts Payable, Trade Shows, Invoicing, Teamwork, Outlook, Business, Organizational..., Research, Marketing Communications
Education
Huston-Tillotson University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration
Austin Community College 2006 — 2013
Associate of Applied Science, Meeting & Events Planning
Del Valle High School 2001 — 2005
Diploma
Heidi Cruz Heidi Cruz's Charles Schwab Experience November 1998 - September 2000
Job Educator at Austin ISD
Industry Education Management
Experience
Austin ISD August 2010 - Present
Del Valle Independent School District 2009 - 2010
Pixar Animation Studios 2000 - 2003
Charles Schwab November 1998 - September 2000
LCRA 1994 - 1996
Ontra May 1993 - April 1995
Skills
Teaching, Curriculum Design, Staff Development, Editing, Public Speaking, Research, Tutoring, Microsoft Office, PowerPoint, Instructional Design, Microsoft Excel, Creative Writing, Customer Service, Microsoft Word, Curriculum Development, General Ledger, Billing Process, Accounting, Accounts Receivable, Accounts Payable, Expense Reports
Education
The University of Texas at Austin 1992 — 1994
BBA, Intl. Finance
Austin Community College
Independent Coursework
Austin ISD August 2010 - Present
Del Valle Independent School District 2009 - 2010
Pixar Animation Studios 2000 - 2003
Charles Schwab November 1998 - September 2000
LCRA 1994 - 1996
Ontra May 1993 - April 1995
Skills
Teaching, Curriculum Design, Staff Development, Editing, Public Speaking, Research, Tutoring, Microsoft Office, PowerPoint, Instructional Design, Microsoft Excel, Creative Writing, Customer Service, Microsoft Word, Curriculum Development, General Ledger, Billing Process, Accounting, Accounts Receivable, Accounts Payable, Expense Reports
Education
The University of Texas at Austin 1992 — 1994
BBA, Intl. Finance
Austin Community College
Independent Coursework
John Sturiale, CFP John Sturiale, CFP's Charles Schwab Experience August 2015 - Present
Job Head of Sales and Client RelationsCharles Schwab Investment Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab August 2015 - Present
Charles Schwab June 2011 - Present
Charles Schwab October 2000 - June 2011
National City Bank February 1998 - October 2000
The Goodyear Tire & Rubber Company February 1989 - June 1998
Skills
Certified Financial..., Series 7, Series 24, AIF, Decker Professional..., Alternative Investments, Investment Strategies, Financial Services, Portfolio Management, Investment Advisory, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Equities, Asset Management, Investment Management, Investments, Securities, Retirement Planning, Product Management
Education
Ashland University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
The University of Akron 1985 — 1989
Accounting and Finance
Lake High School
Charles Schwab August 2015 - Present
Charles Schwab June 2011 - Present
Charles Schwab October 2000 - June 2011
National City Bank February 1998 - October 2000
The Goodyear Tire & Rubber Company February 1989 - June 1998
Skills
Certified Financial..., Series 7, Series 24, AIF, Decker Professional..., Alternative Investments, Investment Strategies, Financial Services, Portfolio Management, Investment Advisory, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Equities, Asset Management, Investment Management, Investments, Securities, Retirement Planning, Product Management
Education
Ashland University 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
The University of Akron 1985 — 1989
Accounting and Finance
Lake High School
Crystal Salas Crystal Salas's Charles Schwab Experience February 2013 - Present
Job Conversion Analyst
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Adecco Staffing, USA November 2012 - February 2013
HEB May 2005 - August 2011
HEB May 2005 - August 2011
HEB May 2005 - May 2011
Protect America Home Security Systems January 2001 - January 2003
Skills
Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Client Relations, Client Education, Client Liaison, Client Development, Salesforce, CRM, Leadership, Management, Finance, Financial Services, Public Speaking, Process Improvement, Mutual Funds, Data Analysis, Business Analysis, Team Building, Analysis, Relationship Management, Problem Solving, Research, Investments, Social Networking, Outlook, Financial Analysis, Team Leadership
Education
Texas State University-San Marcos 2009 — 2012
Psychology
Austin Community College
Psychology
Austin Community College
Charles Schwab February 2013 - Present
Adecco Staffing, USA November 2012 - February 2013
HEB May 2005 - August 2011
HEB May 2005 - August 2011
HEB May 2005 - May 2011
Protect America Home Security Systems January 2001 - January 2003
Skills
Project Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Client Relations, Client Education, Client Liaison, Client Development, Salesforce, CRM, Leadership, Management, Finance, Financial Services, Public Speaking, Process Improvement, Mutual Funds, Data Analysis, Business Analysis, Team Building, Analysis, Relationship Management, Problem Solving, Research, Investments, Social Networking, Outlook, Financial Analysis, Team Leadership
Education
Texas State University-San Marcos 2009 — 2012
Psychology
Austin Community College
Psychology
Austin Community College
Paul Henderson, MBA's Charles Schwab Experience July 1997 - May 2001
Job Assistant Manager Mutual Fund Trading at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial July 2012 - Present
Great-West Financial June 2006 - July 2012
DIGITALpH August 2003 - March 2006
Charles Schwab July 1997 - May 2001
Fiserv October 1995 - July 1997
Founders Asset Management June 1994 - October 1995
Skills
Mutual Funds, Trading, Investments, Financial Analysis, Excel, Series 7, Research, Securities, Series 6, Series 26, Analysis, Risk Management, Equities, Microsoft Excel, Accounting, Account Reconciliation, FINRA, Management, Leadership, Financial Services, Finance
Education
University of Colorado Denver 2008 — 2011
Masters, MBA - Business Strategy specialization
Austin Community College 2001 — 2003
Certification, Applied Multimedia Design
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Great-West Financial July 2012 - Present
Great-West Financial June 2006 - July 2012
DIGITALpH August 2003 - March 2006
Charles Schwab July 1997 - May 2001
Fiserv October 1995 - July 1997
Founders Asset Management June 1994 - October 1995
Skills
Mutual Funds, Trading, Investments, Financial Analysis, Excel, Series 7, Research, Securities, Series 6, Series 26, Analysis, Risk Management, Equities, Microsoft Excel, Accounting, Account Reconciliation, FINRA, Management, Leadership, Financial Services, Finance
Education
University of Colorado Denver 2008 — 2011
Masters, MBA - Business Strategy specialization
Austin Community College 2001 — 2003
Certification, Applied Multimedia Design
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Amanda McIntyre's Charles Schwab Experience November 2014 - Present
Job Software Developer
Industry Computer Software
Experience
Charles Schwab November 2014 - Present
Clubessential October 2013 - October 2014
Trion Worlds, Inc. 2012 - 2012
Skills
C, JavaScript, HTML, Java, C++, Ruby on Rails, Arduino, Visual C#, Processing, SQL, .NET, Integration, JSON, Visual Studio
Education
University of Advancing Technology 2010 — 2013
Bachelor of Science (BS), Computer Science
Austin Community College 2009 — 2010
Charles Schwab November 2014 - Present
Clubessential October 2013 - October 2014
Trion Worlds, Inc. 2012 - 2012
Skills
C, JavaScript, HTML, Java, C++, Ruby on Rails, Arduino, Visual C#, Processing, SQL, .NET, Integration, JSON, Visual Studio
Education
University of Advancing Technology 2010 — 2013
Bachelor of Science (BS), Computer Science
Austin Community College 2009 — 2010
Matthew Lockin Matthew Lockin's Charles Schwab Experience August 2005 - January 2006
Job Associate at Snell & Wilmer L.L.P.
Industry Law Practice
Experience
Snell & Wilmer August 2012 - Present
Pinnacle West Capital Corporation August 2010 - June 2011
Judge George B. Nielsen, United States Bankruptcy Court May 2010 - June 2010
Transwestern January 2006 - August 2009
Charles Schwab August 2005 - January 2006
Skills
Legal Writing, Legal Research, Real Estate, Due Diligence, Real Estate Transactions, Commercial Litigation, Corporate Law, Acquisitions, Corporate Governance, Property Disposition, Investment Properties, Lease Negotiations, Contract Negotiation, Underwriting, Investment Valuation, Commercial Real Estate, Legal Issues, Real Estate Economics, Environmental Law, Joint Ventures, Disposition
Education
Arizona State University College of Law 2009 — 2012
Doctor of Law (J.D.), Law
Vanderbilt University 2002 — 2005
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Econometrics and Quantitative Economics
University of Michigan 2001 — 2002
Bachelor of Arts (B.A.), Economics
Snell & Wilmer August 2012 - Present
Pinnacle West Capital Corporation August 2010 - June 2011
Judge George B. Nielsen, United States Bankruptcy Court May 2010 - June 2010
Transwestern January 2006 - August 2009
Charles Schwab August 2005 - January 2006
Skills
Legal Writing, Legal Research, Real Estate, Due Diligence, Real Estate Transactions, Commercial Litigation, Corporate Law, Acquisitions, Corporate Governance, Property Disposition, Investment Properties, Lease Negotiations, Contract Negotiation, Underwriting, Investment Valuation, Commercial Real Estate, Legal Issues, Real Estate Economics, Environmental Law, Joint Ventures, Disposition
Education
Arizona State University College of Law 2009 — 2012
Doctor of Law (J.D.), Law
Vanderbilt University 2002 — 2005
Bachelor of Science (B.S.), Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Econometrics and Quantitative Economics
University of Michigan 2001 — 2002
Bachelor of Arts (B.A.), Economics
Jane Hemauer Jane Hemauer's Charles Schwab Experience 1990 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1990 - Present
Education
Augustana College
Bachelor of Arts (B.A.)
Charles Schwab 1990 - Present
Education
Augustana College
Bachelor of Arts (B.A.)
John C. Berry, AAMS®'s Charles Schwab Experience October 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - September 2014
Brill Securities November 2012 - February 2013
Interactive Data August 2011 - October 2012
Interactive Data January 2012 - July 2012
Interactive Data March 2011 - August 2011
Interactive Data April 2010 - March 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Fixed Income
Education
College for Financial Planning 2014 — 2014
Assumption College 2004 — 2008
Bachelor of Arts, Economics
Milton High School 2000 — 2004
Charles Schwab October 2014 - Present
Charles Schwab May 2013 - September 2014
Brill Securities November 2012 - February 2013
Interactive Data August 2011 - October 2012
Interactive Data January 2012 - July 2012
Interactive Data March 2011 - August 2011
Interactive Data April 2010 - March 2011
Skills
Series 7, Series 63, Mutual Funds, Investments, Portfolio Management, Fixed Income
Education
College for Financial Planning 2014 — 2014
Assumption College 2004 — 2008
Bachelor of Arts, Economics
Milton High School 2000 — 2004
Linda Border, MBA PMP Linda Border, MBA PMP's Charles Schwab Experience February 2010 - Present
Job Senior Technical Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab February 2010 - Present
SRP August 1998 - July 2009
High Profile Realty- Arrowhead office January 2005 - January 2009
Bank One/Valley National Bank of Arizona June 1978 - August 1998
Skills
Program Management, MS Project, PMP, SDLC, Business Analysis, Software Development, PMO, Visio, SharePoint, IT Management, Analysis, Requirements Gathering, Security, Software Project..., Vendor Management, Requirements Analysis, IT Strategy, Project Management
Education
Arizona State University West 2003 — 2006
MBA, Global Mgt & Leadership
Western International University 1998 — 2003
BS, Information Technology
Charles Schwab February 2010 - Present
SRP August 1998 - July 2009
High Profile Realty- Arrowhead office January 2005 - January 2009
Bank One/Valley National Bank of Arizona June 1978 - August 1998
Skills
Program Management, MS Project, PMP, SDLC, Business Analysis, Software Development, PMO, Visio, SharePoint, IT Management, Analysis, Requirements Gathering, Security, Software Project..., Vendor Management, Requirements Analysis, IT Strategy, Project Management
Education
Arizona State University West 2003 — 2006
MBA, Global Mgt & Leadership
Western International University 1998 — 2003
BS, Information Technology
Wade Lotz Wade Lotz's Charles Schwab Experience July 2010 - Present
Job Team Lead Advisor Services Transfer of Accounts at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2010 - Present
Schwab Institutional May 2006 - July 2010
Charles Schwab June 2000 - May 2006
Skills
Options, Securities, Equities, Trading, Series 7, Series 63, Series 9, Series 10
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2008 — 2008
Indiana University - Kelley School of Business 1996 — 2000
Finance
Charles Schwab July 2010 - Present
Schwab Institutional May 2006 - July 2010
Charles Schwab June 2000 - May 2006
Skills
Options, Securities, Equities, Trading, Series 7, Series 63, Series 9, Series 10
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2008 — 2008
Indiana University - Kelley School of Business 1996 — 2000
Finance
Jennifer Acebo Geraci Jennifer Acebo Geraci's Charles Schwab Experience August 2011 - Present
Job Print Production Artist at Charles Schwab
Industry Design
Experience
Charles Schwab August 2011 - Present
The Creative Group April 2011 - August 2011
Magley & Associates November 2009 - November 2010
Pearl Production October 2006 - February 2009
Golfsmith February 2005 - July 2006
Nirvana Systems July 2001 - June 2004
Skills
Graphic Design, Brochures, Catalogs, Advertising, Direct Mail, Publishing, Adobe Creative Suite, Layout, Art Direction, Graphics, Print Production
Education
Austin Community College 1998 — 2000
Visual Communication Design
The University of Texas at Austin 1991 — 1995
BBA, Accounting
Charles Schwab August 2011 - Present
The Creative Group April 2011 - August 2011
Magley & Associates November 2009 - November 2010
Pearl Production October 2006 - February 2009
Golfsmith February 2005 - July 2006
Nirvana Systems July 2001 - June 2004
Skills
Graphic Design, Brochures, Catalogs, Advertising, Direct Mail, Publishing, Adobe Creative Suite, Layout, Art Direction, Graphics, Print Production
Education
Austin Community College 1998 — 2000
Visual Communication Design
The University of Texas at Austin 1991 — 1995
BBA, Accounting
James Strunk James Strunk's Charles Schwab Experience August 2011 - June 2012
Job Store Manager at CARQUEST Auto Parts
Industry Automotive
Experience
Advance Auto Parts July 2015 - Present
CARQUEST Auto Parts September 2013 - Present
Self Employed Indepenent Consultant June 2012 - September 2013
Charles Schwab August 2011 - June 2012
USAA September 2010 - March 2011
Vanguard June 2004 - September 2010
Wal-Mart Stores, Inc 2002 - 2004
CSK Auto 1998 - 2002
Pape Bros. 1992 - 1996
Skills
Mutual Funds, Series 6, Series 63, Portfolio Management, Finance, CRM, Financial Services, Asset Allocation, Management, Strategic Planning, Sales, Leadership, Insurance, Investments, Series 7, Relationship Management, Retirement Planning, Securities, Customer Service, Employee Benefits, Retirement, Defined Benefit, IRAs, Uniform Combined State..., Strategic Financial..., New Business Development, Business Development, Team Building, Team Management, Budgets, Salesforce.com, Microsoft Office, P&L Management, Sales Management, Team Leadership, Customer Satisfaction, Inventory Management, Recruiting, Profit, Coaching, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration, Global Management
Arizona State University West 2002 — 2004
Bachelors of Science, Global Business Management
Central Oregon Community College 1996 — 2000
Associate of Arts, Business Administration
Advance Auto Parts July 2015 - Present
CARQUEST Auto Parts September 2013 - Present
Self Employed Indepenent Consultant June 2012 - September 2013
Charles Schwab August 2011 - June 2012
USAA September 2010 - March 2011
Vanguard June 2004 - September 2010
Wal-Mart Stores, Inc 2002 - 2004
CSK Auto 1998 - 2002
Pape Bros. 1992 - 1996
Skills
Mutual Funds, Series 6, Series 63, Portfolio Management, Finance, CRM, Financial Services, Asset Allocation, Management, Strategic Planning, Sales, Leadership, Insurance, Investments, Series 7, Relationship Management, Retirement Planning, Securities, Customer Service, Employee Benefits, Retirement, Defined Benefit, IRAs, Uniform Combined State..., Strategic Financial..., New Business Development, Business Development, Team Building, Team Management, Budgets, Salesforce.com, Microsoft Office, P&L Management, Sales Management, Team Leadership, Customer Satisfaction, Inventory Management, Recruiting, Profit, Coaching, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration, Global Management
Arizona State University West 2002 — 2004
Bachelors of Science, Global Business Management
Central Oregon Community College 1996 — 2000
Associate of Arts, Business Administration
Justin Myers Justin Myers's Charles Schwab Experience October 2012 - April 2014
Job Senior Frontend Developer Responsive Path
Industry Online Media
Experience
Responsive Path May 2014 - Present
HackerX February 2015 - Present
Zero Signal Productions August 2010 - Present
Charles Schwab October 2012 - April 2014
United States Army May 2006 - September 2012
Whole Kids Adventure February 2010 - August 2010
WebCE September 2004 - August 2009
Skills
Web Development, Front-end, CSS, JavaScript, jQuery, AngularJS, Sitecore, WordPress, Git, Agile Methodologies, PHP, HTML, User Interface, User Experience, Grunt, Node.js, Bower, Photoshop, MySQL, OS X, Web Design, User Interface Design, HTML 5, Illustrator, Dreamweaver, Visual Studio, XML, Graphic Design, Web Applications, Web Project Management, Adobe Acrobat, Razor
Education
Austin Community College 2009 — 2012
Business, Culinary Arts
The University of Texas at Dallas 2000 — 2004
B.S., Computer Science
Responsive Path May 2014 - Present
HackerX February 2015 - Present
Zero Signal Productions August 2010 - Present
Charles Schwab October 2012 - April 2014
United States Army May 2006 - September 2012
Whole Kids Adventure February 2010 - August 2010
WebCE September 2004 - August 2009
Skills
Web Development, Front-end, CSS, JavaScript, jQuery, AngularJS, Sitecore, WordPress, Git, Agile Methodologies, PHP, HTML, User Interface, User Experience, Grunt, Node.js, Bower, Photoshop, MySQL, OS X, Web Design, User Interface Design, HTML 5, Illustrator, Dreamweaver, Visual Studio, XML, Graphic Design, Web Applications, Web Project Management, Adobe Acrobat, Razor
Education
Austin Community College 2009 — 2012
Business, Culinary Arts
The University of Texas at Dallas 2000 — 2004
B.S., Computer Science
Carmen Stanley Carmen Stanley's Charles Schwab Experience September 2012 - Present
Job Associate Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Notary Public for the State of California February 2012 - May 2015
City of San Jose April 2006 - September 2012
Act-1 January 2005 - August 2005
Charles Schwab March 2000 - September 2004
City of Oakland July 1999 - March 2000
Kaiser Permanente November 1997 - July 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, Data Entry, Policy, Spreadsheets, Accounts Payable, Outlook, Administrative..., Event Planning, PowerPoint, Notary Public
Education
De Anza College
Continuing Education
Mission College
Continuing Education
Charles Schwab September 2012 - Present
Notary Public for the State of California February 2012 - May 2015
City of San Jose April 2006 - September 2012
Act-1 January 2005 - August 2005
Charles Schwab March 2000 - September 2004
City of Oakland July 1999 - March 2000
Kaiser Permanente November 1997 - July 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, Data Entry, Policy, Spreadsheets, Accounts Payable, Outlook, Administrative..., Event Planning, PowerPoint, Notary Public
Education
De Anza College
Continuing Education
Mission College
Continuing Education
Nathan Dance Nathan Dance's Charles Schwab Experience October 2009 - Present
Job Senior Digital Production Artist at Charles Schwab
Industry Graphic Design
Experience
Charles Schwab October 2009 - Present
T3 May 2004 - October 2008
AusTex printing and mailing July 2002 - April 2004
Skills
Adobe Creative Suite, QuarkXPress, Graphic Design, Advertising, Adobe Acrobat, Creative Direction, Illustrator
Education
Austin Community College
Printing and desktop publishing
Charles Schwab October 2009 - Present
T3 May 2004 - October 2008
AusTex printing and mailing July 2002 - April 2004
Skills
Adobe Creative Suite, QuarkXPress, Graphic Design, Advertising, Adobe Acrobat, Creative Direction, Illustrator
Education
Austin Community College
Printing and desktop publishing
Devin Tarwater Devin Tarwater's Charles Schwab Experience October 2011 - July 2012
Job Law Clerk at Righi Fitch Law Group
Industry Legal Services
Experience
Righi Fitch Law Group August 2015 - Present
Arizona Diamondbacks January 2015 - May 2015
Sun Devil Sports and Entertainment Law Student Association May 2014 - May 2015
Sandra Day O’Connor College of Law January 2014 - May 2015
Arizona Department of Gaming January 2015 - April 2015
Hagens Berman Sobol Shapiro LLP May 2014 - August 2014
Phoenix Prosecutor's Office June 2014 - July 2014
Sun Devil Sports and Entertainment Law Student Association April 2013 - May 2014
Righi Law Group January 2013 - March 2014
Charles Schwab October 2011 - July 2012
Skills
Teaching, PowerPoint, Microsoft Excel, Public Speaking, Research, Public Relations, Microsoft Office, Organizational..., Critical Thinking, Data Analysis, Editing, Leadership, Legal Writing, Legal Research, Analysis, Project Management, Microsoft PowerPoint
Education
Arizona State University College of Law 2012 — 2015
Doctor of Law (JD)
Brigham Young University 2004 — 2010
BA, Economics and BA, Italian
Righi Fitch Law Group August 2015 - Present
Arizona Diamondbacks January 2015 - May 2015
Sun Devil Sports and Entertainment Law Student Association May 2014 - May 2015
Sandra Day O’Connor College of Law January 2014 - May 2015
Arizona Department of Gaming January 2015 - April 2015
Hagens Berman Sobol Shapiro LLP May 2014 - August 2014
Phoenix Prosecutor's Office June 2014 - July 2014
Sun Devil Sports and Entertainment Law Student Association April 2013 - May 2014
Righi Law Group January 2013 - March 2014
Charles Schwab October 2011 - July 2012
Skills
Teaching, PowerPoint, Microsoft Excel, Public Speaking, Research, Public Relations, Microsoft Office, Organizational..., Critical Thinking, Data Analysis, Editing, Leadership, Legal Writing, Legal Research, Analysis, Project Management, Microsoft PowerPoint
Education
Arizona State University College of Law 2012 — 2015
Doctor of Law (JD)
Brigham Young University 2004 — 2010
BA, Economics and BA, Italian
Kimberli Roessing-Anderson's Charles Schwab Experience December 1997 - April 2001
Job Blogging at http://kimberlisshorts.wordpress.com/
Industry Education Management
Experience
OppenheimerFunds August 2004 - January 2009
H&R Block Financial Advisors August 2001 - August 2003
Charles Schwab December 1997 - April 2001
Skills
Writing, Teaching, Political Science, Political Campaigns, Speech Writing, Journalism, Fundraising, Leadership, Public Speaking, Grant Writing, Nonprofits, Event Planning, Editing, Volunteer Management, Community Outreach, Customer Service
Education
Ashford University 2010 — 2011
Master's, Public Administration/Public Policy
Marshall University 1986 — 1990
BA, Journalism/Political Science
South Charleston High School 1983 — 1986
Diploma, Writing, General
OppenheimerFunds August 2004 - January 2009
H&R Block Financial Advisors August 2001 - August 2003
Charles Schwab December 1997 - April 2001
Skills
Writing, Teaching, Political Science, Political Campaigns, Speech Writing, Journalism, Fundraising, Leadership, Public Speaking, Grant Writing, Nonprofits, Event Planning, Editing, Volunteer Management, Community Outreach, Customer Service
Education
Ashford University 2010 — 2011
Master's, Public Administration/Public Policy
Marshall University 1986 — 1990
BA, Journalism/Political Science
South Charleston High School 1983 — 1986
Diploma, Writing, General
Bryce Dininger, MBA's Charles Schwab Experience 1995 — 1996
Job Experienced Energy Market Manager, Trader, and Business Development in Motorsports
Industry Sports
Experience
Central Arizona Project January 2018 — Present
ACES Power Marketing September 1999 — March 2014
ACES Power Marketing June 2003 — November 2006
Progress Energy March 2001 — August 2001
PacWest Racing Group January 1999 — June 1999
Charles Schwab 1995 — 1996
Skills
Project Management, Marketing Communications, Team Building, Portfolio Management, Energy, Trading, Commodity Markets, Risk Management, Hedging, Energy Markets, Natural Gas, Commodity, Electricity Markets, PJM, Presentations, Hiring, Logistics Management, Microsoft Office, PowerPoint, auto racing spotter, Renewable Energy, Finance, Options, Energy Industry, Derivatives, Pricing, Financial Modeling, NERC, Valuation, Analysis, Proprietary Trading, Management, Strategy, Financial Analysis, Strategic Planning, Forecasting, Customer Service, Leadership, Marketing
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1991 — 1995
BS in Kinesiology, Sports Broadcasting
Central Arizona Project January 2018 — Present
ACES Power Marketing September 1999 — March 2014
ACES Power Marketing June 2003 — November 2006
Progress Energy March 2001 — August 2001
PacWest Racing Group January 1999 — June 1999
Charles Schwab 1995 — 1996
Skills
Project Management, Marketing Communications, Team Building, Portfolio Management, Energy, Trading, Commodity Markets, Risk Management, Hedging, Energy Markets, Natural Gas, Commodity, Electricity Markets, PJM, Presentations, Hiring, Logistics Management, Microsoft Office, PowerPoint, auto racing spotter, Renewable Energy, Finance, Options, Energy Industry, Derivatives, Pricing, Financial Modeling, NERC, Valuation, Analysis, Proprietary Trading, Management, Strategy, Financial Analysis, Strategic Planning, Forecasting, Customer Service, Leadership, Marketing
Education
Auburn University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1991 — 1995
BS in Kinesiology, Sports Broadcasting
Steve Cannon's Charles Schwab Experience September 2011 - March 2013
Job Senior Java Developer
Industry Computer Software
Experience
Matrix Healthcare Services, Inc. September 2014 - January 2015
Texas Commission on Environmental Quality December 2013 - August 2014
Charles Schwab September 2011 - March 2013
LSI Corporation March 2007 - January 2011
Austin Community College August 2003 - December 2005
IBM August 2002 - April 2003
Kabira Technologies August 2000 - May 2002
IBM August 1998 - August 2000
Momentum Software September 1997 - September 1998
High End Systems February 1996 - August 1997
Skills
Java, Java Enterprise Edition, JBoss Application Server, JBoss Seam, Swing, Eclipse, XML, Ant, JavaScript, SQL, Subversion, Software Development, JUnit, C++, C, Integration, GWT, JDBC, Shell Scripting, Testing, HTML, CSS, Joomla, Drupal, VSS, TFS, Rally, Kendo UI, Agile Methodologies
Education
University of Tennessee-Knoxville
Bachelor's degree
Austin Community College
Associate of Applied Science, Diagnostic Medical Sonography (ultrasound)
Matrix Healthcare Services, Inc. September 2014 - January 2015
Texas Commission on Environmental Quality December 2013 - August 2014
Charles Schwab September 2011 - March 2013
LSI Corporation March 2007 - January 2011
Austin Community College August 2003 - December 2005
IBM August 2002 - April 2003
Kabira Technologies August 2000 - May 2002
IBM August 1998 - August 2000
Momentum Software September 1997 - September 1998
High End Systems February 1996 - August 1997
Skills
Java, Java Enterprise Edition, JBoss Application Server, JBoss Seam, Swing, Eclipse, XML, Ant, JavaScript, SQL, Subversion, Software Development, JUnit, C++, C, Integration, GWT, JDBC, Shell Scripting, Testing, HTML, CSS, Joomla, Drupal, VSS, TFS, Rally, Kendo UI, Agile Methodologies
Education
University of Tennessee-Knoxville
Bachelor's degree
Austin Community College
Associate of Applied Science, Diagnostic Medical Sonography (ultrasound)
Margot Tohn's Charles Schwab Experience April 2000 - December 2002
Job Parking Specialist & Marketing Executive
Industry Automotive
Experience
Park It! January 2006 - Present
Charles Schwab April 2000 - December 2002
Westpac Banking Corporation (Australia) December 1997 - June 1999
Westpac Financial Services (Australia) December 1996 - November 1997
Westpac Banking Corporation (Australia) April 1996 - November 1996
Westpac Banking Corporation (Australia) January 1996 - April 1996
News Ltd/Southdown Press (Australia) December 1992 - July 1993
News Ltd/Murdoch Magazines (Australia) February 1991 - November 1992
Skills
Marketing, Marketing Strategy, Entrepreneurship, Start-ups, Event Management, Brand Management, Small Business, Brand Development, Self-publishing, Print Production Process, Product Development, Product Marketing, Social Media, SEO, Online Marketing
Education
Australian Graduate School of Management 1994 — 1995
M.B.A.
Cornell University 1982 — 1986
B.A.
Park It! January 2006 - Present
Charles Schwab April 2000 - December 2002
Westpac Banking Corporation (Australia) December 1997 - June 1999
Westpac Financial Services (Australia) December 1996 - November 1997
Westpac Banking Corporation (Australia) April 1996 - November 1996
Westpac Banking Corporation (Australia) January 1996 - April 1996
News Ltd/Southdown Press (Australia) December 1992 - July 1993
News Ltd/Murdoch Magazines (Australia) February 1991 - November 1992
Skills
Marketing, Marketing Strategy, Entrepreneurship, Start-ups, Event Management, Brand Management, Small Business, Brand Development, Self-publishing, Print Production Process, Product Development, Product Marketing, Social Media, SEO, Online Marketing
Education
Australian Graduate School of Management 1994 — 1995
M.B.A.
Cornell University 1982 — 1986
B.A.
Penney Chou, PMP's Charles Schwab Experience January 2004 - July 2006
Job
Industry Retail
Experience
Safeway March 2012 - Present
CVS Caremark Corporation October 2011 - March 2012
Safeway July 2006 - October 2011
Charles Schwab January 2004 - July 2006
Unisys 2000 - 2004
Skills
ITIL, Project Management, Project Delivery, Solaris, SDLC, Vendor Management, IT Strategy, IT Management, Project Portfolio..., PMO, Resource Management, PMP
Education
Arizona State University West 2003 — 2005
MBA, Global Business
Arizona State University West 1999 — 2001
BS, Global Business Management - Information Systems Management
HP Education Services
ITIL V3, Information Technology Infrastructure Library Foundation (V3) Certified
Project Management Institute
PMP, Project Management Professional Certified
Safeway March 2012 - Present
CVS Caremark Corporation October 2011 - March 2012
Safeway July 2006 - October 2011
Charles Schwab January 2004 - July 2006
Unisys 2000 - 2004
Skills
ITIL, Project Management, Project Delivery, Solaris, SDLC, Vendor Management, IT Strategy, IT Management, Project Portfolio..., PMO, Resource Management, PMP
Education
Arizona State University West 2003 — 2005
MBA, Global Business
Arizona State University West 1999 — 2001
BS, Global Business Management - Information Systems Management
HP Education Services
ITIL V3, Information Technology Infrastructure Library Foundation (V3) Certified
Project Management Institute
PMP, Project Management Professional Certified
Matthew Go's Charles Schwab Experience February 2006 - May 2008
Job Customer Strategy and Operations in American Express
Industry Management Consulting
Experience
American Express January 2014 - Present
Satori Consulting November 2010 - July 2013
Matthew Go May 2010 - November 2010
Cornell University June 2008 - May 2010
Microsoft September 2009 - January 2010
The Kerton Group June 2009 - August 2009
Charles Schwab February 2006 - May 2008
Charles Schwab, Wells Fargo, Cisco, Wyse Technologies July 2001 - February 2006
Skills
Management Consulting, Business Analysis, Program Management, Analytics, Competitive Analysis, Strategy, Risk Management, Management, Analysis, Process Improvement, Data Analysis, Leadership, Business Transformation, Business Process..., Business Strategy, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
Ateneo de Manila University
Bachelor or Science, Management Information Systems
American Express January 2014 - Present
Satori Consulting November 2010 - July 2013
Matthew Go May 2010 - November 2010
Cornell University June 2008 - May 2010
Microsoft September 2009 - January 2010
The Kerton Group June 2009 - August 2009
Charles Schwab February 2006 - May 2008
Charles Schwab, Wells Fargo, Cisco, Wyse Technologies July 2001 - February 2006
Skills
Management Consulting, Business Analysis, Program Management, Analytics, Competitive Analysis, Strategy, Risk Management, Management, Analysis, Process Improvement, Data Analysis, Leadership, Business Transformation, Business Process..., Business Strategy, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA)
Ateneo de Manila University
Bachelor or Science, Management Information Systems
David J. Foster's Charles Schwab Experience July 2010 - Present
Job at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2010 - Present
Customer Care, Inc. June 2010 - July 2010
Accenture December 2007 - May 2010
Tata Consultancy Services June 2007 - November 2007
Accenture October 2005 - May 2007
Education
Texas State University 2002 — 2004
Bachelors, Computer Information Systems
Austin Community College 1998 — 2001
Associates, Physical Science
Charles Schwab July 2010 - Present
Customer Care, Inc. June 2010 - July 2010
Accenture December 2007 - May 2010
Tata Consultancy Services June 2007 - November 2007
Accenture October 2005 - May 2007
Education
Texas State University 2002 — 2004
Bachelors, Computer Information Systems
Austin Community College 1998 — 2001
Associates, Physical Science
Estella Weems's Charles Schwab Experience March 2008 - December 2008
Job Information Services Consultant and Contractor
Industry Information Services
Experience
Delta Dental 2009 - Present
Charles Schwab March 2008 - December 2008
Charles Schwab (contractor) 2008 - 2008
FICO (Fair Isaac) 1999 - 2006
Bay Area Quality Assurance Association 1993 - 2005
BGI 1998 - 2000
Barclays Global Investors 1998 - 2000
Franklin Templeton Group 1993 - 1994
Charles Schwab 1986 - 1994
Bank of America 1979 - 1983
Education
Arkansas State University 1971 — 1974
Delta Dental 2009 - Present
Charles Schwab March 2008 - December 2008
Charles Schwab (contractor) 2008 - 2008
FICO (Fair Isaac) 1999 - 2006
Bay Area Quality Assurance Association 1993 - 2005
BGI 1998 - 2000
Barclays Global Investors 1998 - 2000
Franklin Templeton Group 1993 - 1994
Charles Schwab 1986 - 1994
Bank of America 1979 - 1983
Education
Arkansas State University 1971 — 1974
Kyle Coatney's Charles Schwab Experience November 2012 - Present
Job Senior Product Manager Marketing at Charles Schwab
Industry Program Development
Experience
Charles Schwab November 2012 - Present
Commerce Bank 2006 - November 2012
Dick's Sporting Goods March 2002 - January 2006
Pulte Homes 2003 - 2004
Accenture 1997 - 2002
Skills
Product Development, Program Management, Marketing Strategy, New Business Development, Product Management, Competitive Analysis, Product Marketing, Strategic Planning, Forecasting, Budgets, Project Planning, Sales, Business Analysis, Project Management, Cross-functional Team..., Account Management, Business Strategy
Education
Avila University 2008 — 2012
Master, Business Administration
William Jewell College 1993 — 1997
Bachelor, Business Administration
Charles Schwab November 2012 - Present
Commerce Bank 2006 - November 2012
Dick's Sporting Goods March 2002 - January 2006
Pulte Homes 2003 - 2004
Accenture 1997 - 2002
Skills
Product Development, Program Management, Marketing Strategy, New Business Development, Product Management, Competitive Analysis, Product Marketing, Strategic Planning, Forecasting, Budgets, Project Planning, Sales, Business Analysis, Project Management, Cross-functional Team..., Account Management, Business Strategy
Education
Avila University 2008 — 2012
Master, Business Administration
William Jewell College 1993 — 1997
Bachelor, Business Administration
Craig Meserole's Charles Schwab Experience August 2014 - October 2014
Job Information Technology Coordinator II at The University of Texas at Austin
Industry Information Technology and Services
Experience
The University of Texas at Austin October 2014 - Present
Charles Schwab August 2014 - October 2014
University of Texas at Austin March 2012 - August 2014
Univ of Texas at Austin January 2010 - March 2012
The University of Texas at Austin June 2008 - December 2009
Skills
Active Directory, OS X, Microsoft Office, Windows, HTML, Information Technology, System Administration, Troubleshooting, Technical Support, IT Management, Windows Server, Servers, SharePoint, Software Documentation, Windows 7, ITSM Adminstration, IT Service Management, Project Management, Help Desk Support, Microsoft Exchange
Education
Austin Community College 1985 — 1986
Special Education and Teaching
The University of Texas at Austin October 2014 - Present
Charles Schwab August 2014 - October 2014
University of Texas at Austin March 2012 - August 2014
Univ of Texas at Austin January 2010 - March 2012
The University of Texas at Austin June 2008 - December 2009
Skills
Active Directory, OS X, Microsoft Office, Windows, HTML, Information Technology, System Administration, Troubleshooting, Technical Support, IT Management, Windows Server, Servers, SharePoint, Software Documentation, Windows 7, ITSM Adminstration, IT Service Management, Project Management, Help Desk Support, Microsoft Exchange
Education
Austin Community College 1985 — 1986
Special Education and Teaching
Todd (tj) Jordan's Charles Schwab Experience August 2008 - December 2008
Job QA Manager at Maersk Line
Industry Information Technology and Services
Experience
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Maersk Line July 2013 - Present
The Newport Group July 2010 - June 2013
Wachovia, A Wells Fargo Company December 2009 - October 2010
IBM February 2009 - September 2009
Charles Schwab August 2008 - December 2008
LendingTree July 2003 - August 2008
MCI 1994 - 2002
Skills
Agile Methodologies, Business Analysis, Microsoft SQL Server, Process Improvement, Project Management, Quality Assurance, Requirements Analysis, SDLC, SQL, Testing, User Acceptance Testing
Education
Auburn University 1986 — 1990
BA, Political Science
Eastside High School 1982 — 1986
Marius Mapp's Charles Schwab Experience 1997 - 2004
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2006 - Present
Charles Schwab 1997 - 2004
Education
Florida Metropolitan University 1996 — 1998
MBA, Business Admin.
Atlantic Union College 1992 — 1996
Scottrade January 2006 - Present
Charles Schwab 1997 - 2004
Education
Florida Metropolitan University 1996 — 1998
MBA, Business Admin.
Atlantic Union College 1992 — 1996
Gerry Litam's Charles Schwab Experience 2000 - 2009
Job Senior Systems Analysts
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - October 2013
Systems Integration Solutions April 2012 - October 2013
Charles Schwab & Co. February 2011 - December 2011
Systems Integration Solutions 2008 - December 2011
Well's Fargo Bank January 2009 - December 2010
Charles Schwab 2000 - 2009
RIS 1999 - 2000
ISM-BC 1991 - 1999
Computer Power Group 1986 - 1991
Bank of Philippine Islands 1983 - 1986
Skills
Mainframe, Business Analysis, SDLC, Business Requirements, COBOL, DB2, Easytrieve, CICS, Endevor, JCL, Requirements Analysis, VSAM, Fileaid, Systems Analysis, TSO, Testing, Documentation, Requirements Gathering, Software Development, Production Support, IBM Mainframe, MVS, Application Development
Education
Ateneo de Manila University 1978 — 1982
B.S., Management Engineering
Wells Fargo April 2013 - October 2013
Systems Integration Solutions April 2012 - October 2013
Charles Schwab & Co. February 2011 - December 2011
Systems Integration Solutions 2008 - December 2011
Well's Fargo Bank January 2009 - December 2010
Charles Schwab 2000 - 2009
RIS 1999 - 2000
ISM-BC 1991 - 1999
Computer Power Group 1986 - 1991
Bank of Philippine Islands 1983 - 1986
Skills
Mainframe, Business Analysis, SDLC, Business Requirements, COBOL, DB2, Easytrieve, CICS, Endevor, JCL, Requirements Analysis, VSAM, Fileaid, Systems Analysis, TSO, Testing, Documentation, Requirements Gathering, Software Development, Production Support, IBM Mainframe, MVS, Application Development
Education
Ateneo de Manila University 1978 — 1982
B.S., Management Engineering
Xavier Montoya's Charles Schwab Experience April 2014 - Present
Job Senior Application Developer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab April 2014 - Present
TriWest Healthcare Alliance June 2010 - September 2013
Pegasystems February 2008 - May 2010
Blue Slate Solutions November 2004 - February 2008
Skills
PRPC Certified, PegaWORKS, Business Process Design, Pega PRPC, Business Process..., PRPC, Pegasystems PRPC, HIPAA, Software Development
Education
Auburn University at Montgomery
MBA
Auburn University at Montgomery
BSBA, MIS
Charles Schwab April 2014 - Present
TriWest Healthcare Alliance June 2010 - September 2013
Pegasystems February 2008 - May 2010
Blue Slate Solutions November 2004 - February 2008
Skills
PRPC Certified, PegaWORKS, Business Process Design, Pega PRPC, Business Process..., PRPC, Pegasystems PRPC, HIPAA, Software Development
Education
Auburn University at Montgomery
MBA
Auburn University at Montgomery
BSBA, MIS
Harvey Carlisle's Charles Schwab Experience January 2001 - September 2001
Job Backup / Recovery Engineer at Time Warner Cable
Industry Entertainment
Experience
Time Warner Cable November 2004 - Present
Piedmont Natural Gas April 2002 - November 2004
Charles Schwab January 2001 - September 2001
Avnet May 1998 - January 2001
USAF September 1977 - October 1988
Skills
Disaster Recovery, Servers, Encryption, Backup, Netbackup, Brocade Fibre Switches, SAN, DNS, Solaris, Data Center, EMC Storage, TCP/IP, Troubleshooting, Unix, NetApp, Red Hat Linux, VMware ESX, AIX, Storage Area Networks, Security, Sun, Storage, Switches, Linux, Brocade, Firewalls, Virtualization, VMware, NetBackup, Backup Solutions, IBM AIX, Storage Solutions, Unix Operating Systems
Education
Auburn University at Montgomery 1989 — 1991
BSIS, Information Systems
Oscoda
Oscoda
Oscoda
Time Warner Cable November 2004 - Present
Piedmont Natural Gas April 2002 - November 2004
Charles Schwab January 2001 - September 2001
Avnet May 1998 - January 2001
USAF September 1977 - October 1988
Skills
Disaster Recovery, Servers, Encryption, Backup, Netbackup, Brocade Fibre Switches, SAN, DNS, Solaris, Data Center, EMC Storage, TCP/IP, Troubleshooting, Unix, NetApp, Red Hat Linux, VMware ESX, AIX, Storage Area Networks, Security, Sun, Storage, Switches, Linux, Brocade, Firewalls, Virtualization, VMware, NetBackup, Backup Solutions, IBM AIX, Storage Solutions, Unix Operating Systems
Education
Auburn University at Montgomery 1989 — 1991
BSIS, Information Systems
Oscoda
Oscoda
Oscoda
Jeff Misenti's Charles Schwab Experience September 1995 - September 1998
Job Controller at PTA Corporation
Industry Plastics
Experience
PTA Corporation February 2003 - Present
University Games July 2001 - April 2002
DSL Solutions September 1999 - May 2001
Mainland Marketing dba Briggs & Riley October 1998 - August 1999
Charles Schwab September 1995 - September 1998
Middlesex Hospital 1990 - 1995
Skills
Problem Solving, Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, GAAP, Strategic Planning, Microsoft Excel, Invoicing, Forecasting, Sarbanes-Oxley, Finance, Managerial Finance, Accruals, Business Planning, Fixed Assets, Payroll, Accounts Payable, Budgets, Variance Analysis, Customer Service, Cash Flow Forecasting, Financial Accounting, New Business Development, Accounts Receivable, Cross-functional Team..., Revenue Recognition, Internal Controls, Process Improvement
Education
Bryant University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
Assumption College 1986 — 1987
PTA Corporation February 2003 - Present
University Games July 2001 - April 2002
DSL Solutions September 1999 - May 2001
Mainland Marketing dba Briggs & Riley October 1998 - August 1999
Charles Schwab September 1995 - September 1998
Middlesex Hospital 1990 - 1995
Skills
Problem Solving, Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, GAAP, Strategic Planning, Microsoft Excel, Invoicing, Forecasting, Sarbanes-Oxley, Finance, Managerial Finance, Accruals, Business Planning, Fixed Assets, Payroll, Accounts Payable, Budgets, Variance Analysis, Customer Service, Cash Flow Forecasting, Financial Accounting, New Business Development, Accounts Receivable, Cross-functional Team..., Revenue Recognition, Internal Controls, Process Improvement
Education
Bryant University 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
Assumption College 1986 — 1987
Cory Boruvka's Charles Schwab Experience November 2001 - July 2011
Job Director, Participant Communications at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2014 - Present
The Newport Group July 2011 - Present
Indiana Wesleyan University August 2006 - Present
Charles Schwab November 2001 - July 2011
Medina County Federal Credit Union December 1999 - November 2001
Skills
Marketing Communications, Teaching, Marketing, Sales, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Direct Marketing, Strategic Planning, Public Speaking, Email Marketing, Social Media
Education
Ashland University 2002 — 2006
MBA, Business
Kent State University 1996 — 2000
Business, Finance
Highland HS 1992 — 1996
The Newport Group November 2014 - Present
The Newport Group July 2011 - Present
Indiana Wesleyan University August 2006 - Present
Charles Schwab November 2001 - July 2011
Medina County Federal Credit Union December 1999 - November 2001
Skills
Marketing Communications, Teaching, Marketing, Sales, Strategy, Public Relations, Marketing Strategy, Social Media Marketing, Direct Marketing, Strategic Planning, Public Speaking, Email Marketing, Social Media
Education
Ashland University 2002 — 2006
MBA, Business
Kent State University 1996 — 2000
Business, Finance
Highland HS 1992 — 1996
Ina Howard's Charles Schwab Experience January 2014 - Present
Job Security Strategy and Framework Senior Manager
Industry Computer & Network Security
Experience
Charles Schwab January 2014 - Present
First Republic Bank October 2013 - January 2014
Emerson Electric January 2008 - October 2013
Teloworks Philippines, Inc. December 2006 - January 2008
Globe Telecom December 2003 - November 2006
Sykes February 2003 - December 2003
Skills
Information Security, CISSP, Risk Management, CISA, CRISC, Governance, Compliance, Security Awareness, Security Metrics, Risk Assessment, Network Security, Troubleshooting, Integration, Security, Information Technology, ISO 27001, Management, IT Management, Information Security..., Leadership
Education
Ateneo Graduate School of Business
Master of Science in Information Management (MSIM) - some units
University of the City of Manila
Bachelor of Science in Electronics and Communications Engineering (BSECE)
Charles Schwab January 2014 - Present
First Republic Bank October 2013 - January 2014
Emerson Electric January 2008 - October 2013
Teloworks Philippines, Inc. December 2006 - January 2008
Globe Telecom December 2003 - November 2006
Sykes February 2003 - December 2003
Skills
Information Security, CISSP, Risk Management, CISA, CRISC, Governance, Compliance, Security Awareness, Security Metrics, Risk Assessment, Network Security, Troubleshooting, Integration, Security, Information Technology, ISO 27001, Management, IT Management, Information Security..., Leadership
Education
Ateneo Graduate School of Business
Master of Science in Information Management (MSIM) - some units
University of the City of Manila
Bachelor of Science in Electronics and Communications Engineering (BSECE)
Nicholas Kolb's Charles Schwab Experience April 2014 - Present
Job Operations Alternative Investment Custody Services Purchase Team at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Sulzer April 2012 - April 2014
LPL Financial June 2006 - April 2012
AIG Financial Advisors, Inc. / Sentra Securities Corp. March 2005 - June 2006
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Retirement, Estate Planning, Investment Advisory, Fixed Annuities, Portfolio Management, Financial Modeling, Asset Managment, Financial Advisory
Education
The American College 2012 — 2013
Arizona State University West 2003 — 2006
Bachelor of Science (BS), Accounting
Charles Schwab April 2014 - Present
Sulzer April 2012 - April 2014
LPL Financial June 2006 - April 2012
AIG Financial Advisors, Inc. / Sentra Securities Corp. March 2005 - June 2006
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Retirement, Estate Planning, Investment Advisory, Fixed Annuities, Portfolio Management, Financial Modeling, Asset Managment, Financial Advisory
Education
The American College 2012 — 2013
Arizona State University West 2003 — 2006
Bachelor of Science (BS), Accounting
Clark Shindel's Charles Schwab Experience October 2000 - November 2001
Job Director/Senior Project Manager
Industry Information Technology and Services
Experience
American Express February 2009 - Present
IBM April 2003 - November 2008
IBM Global Business Services 2003 - 2008
IBM Global Services 2003 - 2008
Charles Schwab October 2000 - November 2001
Accenture January 1998 - September 2000
EDS, an HP Company April 1984 - November 1997
Skills
Project Portfolio..., Vendor Management, PMO, Program Management, Data Center, Requirements Analysis, PMP, Disaster Recovery, Agile Project Management, Management, ITIL, SDLC, Resource Management, PMI, Certified Project..., Project Delivery, IT Service Management, Software Project..., Scope Management, Business Analysis, MS Project
Education
Keller Grad Sch of Mngmnt 2001 — 2003
Austin Peay State University 1983 — 1984
BS, Computer Science and Information Systems
American Express February 2009 - Present
IBM April 2003 - November 2008
IBM Global Business Services 2003 - 2008
IBM Global Services 2003 - 2008
Charles Schwab October 2000 - November 2001
Accenture January 1998 - September 2000
EDS, an HP Company April 1984 - November 1997
Skills
Project Portfolio..., Vendor Management, PMO, Program Management, Data Center, Requirements Analysis, PMP, Disaster Recovery, Agile Project Management, Management, ITIL, SDLC, Resource Management, PMI, Certified Project..., Project Delivery, IT Service Management, Software Project..., Scope Management, Business Analysis, MS Project
Education
Keller Grad Sch of Mngmnt 2001 — 2003
Austin Peay State University 1983 — 1984
BS, Computer Science and Information Systems
Tammy Roman's Charles Schwab Experience October 2006 - September 2009
Job Investment Client Service Rep
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Charles Schwab October 2006 - September 2009
ADP February 2005 - August 2006
Atlantic Coast Airlines August 2000 - August 2004
OWP&P Architects Inc. July 1999 - July 2000
Skills
AED/CPR Certified, Event Planning, Employee Benefits, Customer Service, Team Leadership, Human Resources
Education
Ball State University 1991 — 1998
Bachelor of Arts (BA), Fine and Studio Arts
Art Institute of Fort Lauderdale 1990 — 1990
JPMorgan Chase August 2014 - Present
Charles Schwab October 2006 - September 2009
ADP February 2005 - August 2006
Atlantic Coast Airlines August 2000 - August 2004
OWP&P Architects Inc. July 1999 - July 2000
Skills
AED/CPR Certified, Event Planning, Employee Benefits, Customer Service, Team Leadership, Human Resources
Education
Ball State University 1991 — 1998
Bachelor of Arts (BA), Fine and Studio Arts
Art Institute of Fort Lauderdale 1990 — 1990
Christina Seekatz's Charles Schwab Experience August 2009 - February 2014
Job Lay Counselor at Hill Country Bible Church Austin/Counseling Patient Reception and Administration/Patient Services
Industry Mental Health Care
Experience
Charles Schwab August 2009 - February 2014
ALK Abelló through Sedona Group Agency January 2009 - April 2009
Education Finance Partners March 2007 - August 2008
FIC Insurance Group July 1995 - December 2006
Elsass Academy Preschool July 1994 - July 1995
EFS National Bank May 1992 - May 1994
Tom Thumb Page Grocery August 1987 - May 1992
Skills
Counseling office, Patient Reception, Mentoring, Office Administration, Training, Coaching, Team Building, Time Management, Leadership, Customer Service, Process Improvement, Management, Outlook, Microsoft Excel, Teaching, Call Center, Sales, Sales Operations, Sales Management, Loan Origination, Public Speaking, Call Centers
Education
Hill Country Bible Church 2014 — 2014
Lay Counseling Training
The University of Memphis 1993 — 1994
Psychology
Austin Community College 1991 — 1992
Psychology
Texas State University 1989 — 1990
Psychology
Charles Schwab August 2009 - February 2014
ALK Abelló through Sedona Group Agency January 2009 - April 2009
Education Finance Partners March 2007 - August 2008
FIC Insurance Group July 1995 - December 2006
Elsass Academy Preschool July 1994 - July 1995
EFS National Bank May 1992 - May 1994
Tom Thumb Page Grocery August 1987 - May 1992
Skills
Counseling office, Patient Reception, Mentoring, Office Administration, Training, Coaching, Team Building, Time Management, Leadership, Customer Service, Process Improvement, Management, Outlook, Microsoft Excel, Teaching, Call Center, Sales, Sales Operations, Sales Management, Loan Origination, Public Speaking, Call Centers
Education
Hill Country Bible Church 2014 — 2014
Lay Counseling Training
The University of Memphis 1993 — 1994
Psychology
Austin Community College 1991 — 1992
Psychology
Texas State University 1989 — 1990
Psychology
Drew Stuart, ChFC's Charles Schwab Experience 2015 - Present
Job Associate Portfolio Consultant at Schwab Private Client Investment Advisory, Inc
Industry Financial Services
Experience
Charles Schwab 2015 - Present
Charles Schwab 2013 - 2015
Olympia Media Group 2012 - 2013
Gilchrist & Soames 2012 - 2012
Arthrex 2010 - 2011
MassMutual Financial Group 2006 - 2010
Skills
Financial Planning, Investments, Strategic Planning, Management, Leadership, Sales, Business Development, Customer Service, Sales Management, Salesforce.com, Budgets, Sales Process, Advertising, Insurance
Education
Butler University 2002 — 2006
Bachelor's Degree, Business Administration & Finance
Auckland University of Technology 2004 — 2004
Study Abroad
Charles Schwab 2015 - Present
Charles Schwab 2013 - 2015
Olympia Media Group 2012 - 2013
Gilchrist & Soames 2012 - 2012
Arthrex 2010 - 2011
MassMutual Financial Group 2006 - 2010
Skills
Financial Planning, Investments, Strategic Planning, Management, Leadership, Sales, Business Development, Customer Service, Sales Management, Salesforce.com, Budgets, Sales Process, Advertising, Insurance
Education
Butler University 2002 — 2006
Bachelor's Degree, Business Administration & Finance
Auckland University of Technology 2004 — 2004
Study Abroad
Dillon Patel's Charles Schwab Experience June 2015 - Present
Job Live Operations Analyst at Electronic Arts (EA)
Industry Information Technology and Services
Experience
Charles Schwab June 2015 - Present
Electronic Arts (EA) February 2015 - May 2015
Brandmuscle October 2014 - January 2015
Department of Veterans Affairs April 2014 - October 2014
Texas Health and Human Services Commission October 2013 - February 2014
Dil & Yogi Inc. November 2003 - October 2013
Apple September 2008 - November 2011
Pearson March 2006 - May 2007
Dell February 1999 - September 2005
Skills
Customer Service, Project Management, Mac OS, Mac OS X Server, Apple Certified, Apple Remote Desktop, Windows 7, IT Solutions, Vendor Management, iWork, Windows Vista, Business Development, Business Process..., Computer Network..., Windows Server, Windows XP Pro, Business Strategy, Data Analysis, IT Operations, iLife, Small Business, Ubuntu, Database Administration, FileMaker, JavaScript, HTML, Unix Operating Systems, Red Hat Linux, Access Database, IT Management, Product Specialists, Technical Specialists, Help Desk Implementation, Successful Business..., Operations Management, Dell Computers, Dell PowerEdge Servers, Dell Switches, Dell OpenManage, Six Sigma, Sales Management, International Sales, PL/SQL, Apple, Management, Leadership, Unix
Education
Austin College 1996 — 2000
Associate of Science (A.S.), Computer Science
IEC 1996 — 1998
Associate's degree, Industrial Electronics Technology/Technician
Charles Schwab June 2015 - Present
Electronic Arts (EA) February 2015 - May 2015
Brandmuscle October 2014 - January 2015
Department of Veterans Affairs April 2014 - October 2014
Texas Health and Human Services Commission October 2013 - February 2014
Dil & Yogi Inc. November 2003 - October 2013
Apple September 2008 - November 2011
Pearson March 2006 - May 2007
Dell February 1999 - September 2005
Skills
Customer Service, Project Management, Mac OS, Mac OS X Server, Apple Certified, Apple Remote Desktop, Windows 7, IT Solutions, Vendor Management, iWork, Windows Vista, Business Development, Business Process..., Computer Network..., Windows Server, Windows XP Pro, Business Strategy, Data Analysis, IT Operations, iLife, Small Business, Ubuntu, Database Administration, FileMaker, JavaScript, HTML, Unix Operating Systems, Red Hat Linux, Access Database, IT Management, Product Specialists, Technical Specialists, Help Desk Implementation, Successful Business..., Operations Management, Dell Computers, Dell PowerEdge Servers, Dell Switches, Dell OpenManage, Six Sigma, Sales Management, International Sales, PL/SQL, Apple, Management, Leadership, Unix
Education
Austin College 1996 — 2000
Associate of Science (A.S.), Computer Science
IEC 1996 — 1998
Associate's degree, Industrial Electronics Technology/Technician
Patricia Schwarz's Charles Schwab Experience January 2002 - April 2004
Job Chief Compliance Officer at TFO Phoenix, Inc.
Industry Financial Services
Experience
TFO Phoenix, Inc. January 2013 - Present
TFO Phoenix, Inc. February 2012 - December 2012
Genworth Financial January 2011 - February 2012
Genworth Financial March 2009 - January 2011
Genworth Financial March 2006 - March 2009
Genworth Financial August 2005 - June 2006
Charles Schwab Institutional April 2004 - August 2005
Charles Schwab January 2002 - April 2004
Charles Schwab December 2000 - December 2001
Charles Schwab June 1999 - December 2000
Skills
Series 63, FINRA, Mutual Funds, Series 7, Fixed Annuities, Wealth Management..., Trust Services, Brokerage, Compliance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Experienced Managers Course
Arizona State University West 1996 — 2000
Bachelor of Science in Global Business, International Studies
TFO Phoenix, Inc. January 2013 - Present
TFO Phoenix, Inc. February 2012 - December 2012
Genworth Financial January 2011 - February 2012
Genworth Financial March 2009 - January 2011
Genworth Financial March 2006 - March 2009
Genworth Financial August 2005 - June 2006
Charles Schwab Institutional April 2004 - August 2005
Charles Schwab January 2002 - April 2004
Charles Schwab December 2000 - December 2001
Charles Schwab June 1999 - December 2000
Skills
Series 63, FINRA, Mutual Funds, Series 7, Fixed Annuities, Wealth Management..., Trust Services, Brokerage, Compliance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Experienced Managers Course
Arizona State University West 1996 — 2000
Bachelor of Science in Global Business, International Studies
Antonio Yañez's Charles Schwab Experience September 2014 - November 2014
Job Senior Operating Systems Administrator
Industry Computer Software
Experience
Whole Foods Market November 2014 - Present
Charles Schwab September 2014 - November 2014
Texas Conference of Urban Counties November 2013 - May 2014
GE Oil & Gas December 2003 - August 2013
Asyst Technologies January 2001 - July 2002
Applied Materials January 1997 - January 2000
Applied Materials January 1994 - January 1997
Army National Guard January 1992 - January 1994
United States Marine Corps May 1986 - May 1991
Skills
Testing, Software Development, Quality Assurance, Troubleshooting, Security, Operating Systems, Hardware, Automation, Project Management, Electronics, Engineering, Software Installation, Management, System Deployment, Software Quality..., Databases, Microsoft SQL Server
Education
Park University
Bachelor of Science, Computer Science
Austin Community College
Associate of Science, Mathematics
Whole Foods Market November 2014 - Present
Charles Schwab September 2014 - November 2014
Texas Conference of Urban Counties November 2013 - May 2014
GE Oil & Gas December 2003 - August 2013
Asyst Technologies January 2001 - July 2002
Applied Materials January 1997 - January 2000
Applied Materials January 1994 - January 1997
Army National Guard January 1992 - January 1994
United States Marine Corps May 1986 - May 1991
Skills
Testing, Software Development, Quality Assurance, Troubleshooting, Security, Operating Systems, Hardware, Automation, Project Management, Electronics, Engineering, Software Installation, Management, System Deployment, Software Quality..., Databases, Microsoft SQL Server
Education
Park University
Bachelor of Science, Computer Science
Austin Community College
Associate of Science, Mathematics
Kurt Merritt's Charles Schwab Experience June 2000 - December 2004
Job Securities Analyst at Idaho Department of Finance Securities Bureau
Industry Government Administration
Experience
state of Idaho May 2008 - Present
Charles Schwab June 2000 - December 2004
Arizona Corporation Commission - Securities Division January 1998 - June 2000
Arizona Corporation Commission - Securites Division October 1994 - January 1998
Skills
Analysis, Administrative Law, Program Management, Public Speaking, Management, Government, Commercial Litigation, Emergency Management, Event Planning, Civil Litigation, Arbitration, Contract Negotiation, Securities, Investments
Education
Arizona State University College of Law 1991 — 1994
Doctor of Law (JD), Law
Brigham Young University 1988 — 1991
Bachelor's degree, Communications - Broadcast, Sales and Management
state of Idaho May 2008 - Present
Charles Schwab June 2000 - December 2004
Arizona Corporation Commission - Securities Division January 1998 - June 2000
Arizona Corporation Commission - Securites Division October 1994 - January 1998
Skills
Analysis, Administrative Law, Program Management, Public Speaking, Management, Government, Commercial Litigation, Emergency Management, Event Planning, Civil Litigation, Arbitration, Contract Negotiation, Securities, Investments
Education
Arizona State University College of Law 1991 — 1994
Doctor of Law (JD), Law
Brigham Young University 1988 — 1991
Bachelor's degree, Communications - Broadcast, Sales and Management
Aruna Ezekiel's Charles Schwab Experience 2000 - Present
Job Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2000 - Present
Education
Austin College 1988 — 1992
Charles Schwab 2000 - Present
Education
Austin College 1988 — 1992
Perla Daly's Charles Schwab Experience October 2008 - August 2015
Job Personal and professional coach, mentor, workshopconference planner, speaker, activist, artist, writer, & publisher
Industry Publishing
Experience
Center for Babaylan Studies January 2009 - Present
pinay.com 1998 - Present
Charles Schwab October 2008 - August 2015
BagyoPerla.com January 1995 - August 2013
Apple March 2007 - May 2008
Bluekite Design 1998 - 2006
NewFilipina, Inc. 1998 - 2006
FAWN 2005 conference November 2003 - June 2005
Masoff and Scolnik Design January 1990 - July 1995
Imergy April 1994 - June 1995
Skills
Creative Direction, Social Media Marketing, Web Design, Social Media, Editing, Art Direction, Editorial, Publishing, Public Relations, Multimedia, Marketing Communications, Advertising, Branding & Identity, Art, Video, Adobe Creative Suite, Strategic Communications, Marketing, Public Speaking, Mac, Layout, Blogging, InDesign, Event Planning, Newsletters, Brochures, New Media, Photoshop, Photography, Illustrator, SEO, Project Management, Dreamweaver, Marketing Strategy, Community Organizing, Community Sites, Group Discussions, Panel Discussions, Conference Design, Conference Coordination, Hatha Yoga, Meditation, Women's Circles, Event Management, Retreat Leader, Retreats, Mentoring, Coaching & Mentoring
Education
CoachU 2015 — 2015
Core Essentials Program, Personal and Corporate Coaching
University of the Philippines 1982 — 1986
BFA, Visual Communications
Ateneo de Manila University 1980 — 1982
BS, Management Engineering
St. Scholastica's Academy, Bacolod City 1976 — 1980
High School, Secondary Education
Center for Babaylan Studies January 2009 - Present
pinay.com 1998 - Present
Charles Schwab October 2008 - August 2015
BagyoPerla.com January 1995 - August 2013
Apple March 2007 - May 2008
Bluekite Design 1998 - 2006
NewFilipina, Inc. 1998 - 2006
FAWN 2005 conference November 2003 - June 2005
Masoff and Scolnik Design January 1990 - July 1995
Imergy April 1994 - June 1995
Skills
Creative Direction, Social Media Marketing, Web Design, Social Media, Editing, Art Direction, Editorial, Publishing, Public Relations, Multimedia, Marketing Communications, Advertising, Branding & Identity, Art, Video, Adobe Creative Suite, Strategic Communications, Marketing, Public Speaking, Mac, Layout, Blogging, InDesign, Event Planning, Newsletters, Brochures, New Media, Photoshop, Photography, Illustrator, SEO, Project Management, Dreamweaver, Marketing Strategy, Community Organizing, Community Sites, Group Discussions, Panel Discussions, Conference Design, Conference Coordination, Hatha Yoga, Meditation, Women's Circles, Event Management, Retreat Leader, Retreats, Mentoring, Coaching & Mentoring
Education
CoachU 2015 — 2015
Core Essentials Program, Personal and Corporate Coaching
University of the Philippines 1982 — 1986
BFA, Visual Communications
Ateneo de Manila University 1980 — 1982
BS, Management Engineering
St. Scholastica's Academy, Bacolod City 1976 — 1980
High School, Secondary Education
wally katigbak's Charles Schwab Experience April 1994 - February 1995
Job Senior Application Specialist at GAP Inc
Industry Apparel & Fashion
Experience
Gap Inc. Senior Application SpecialistGAP IncDecember 2000 - Present
EDS March 1999 - November 2000
Informatix December 1997 - December 1998
MCI Corporation February 1995 - October 1995
Charles Schwab April 1994 - February 1995
US Capital Fleet Leasing January 1990 - January 1994
Education
Computer Learning Center 1969 — 1970
Programming
Ateneo de Manila University 1953 — 1965
BS Marketing
Gap Inc. Senior Application SpecialistGAP IncDecember 2000 - Present
EDS March 1999 - November 2000
Informatix December 1997 - December 1998
MCI Corporation February 1995 - October 1995
Charles Schwab April 1994 - February 1995
US Capital Fleet Leasing January 1990 - January 1994
Education
Computer Learning Center 1969 — 1970
Programming
Ateneo de Manila University 1953 — 1965
BS Marketing
Dave Cindrich's Charles Schwab Experience 2004 - 2005
Job Compliance Manager at KeyCorp
Industry Banking
Experience
KeyCorp May 2005 - Present
Charles Schwab 2004 - 2005
KeyCorp 1994 - 2003
Skills
Risk Management, Investments, Asset Managment, Mergers, Strategic Financial..., Asset Management, Mergers & Acquisitions, Securities, Financial Services, Banking, Due Diligence, Equities, Portfolio Management
Education
Ashland University 1987 — 1991
BS/BA, Major: Finance Minors: Accounting, Computer Information Systems
KeyCorp May 2005 - Present
Charles Schwab 2004 - 2005
KeyCorp 1994 - 2003
Skills
Risk Management, Investments, Asset Managment, Mergers, Strategic Financial..., Asset Management, Mergers & Acquisitions, Securities, Financial Services, Banking, Due Diligence, Equities, Portfolio Management
Education
Ashland University 1987 — 1991
BS/BA, Major: Finance Minors: Accounting, Computer Information Systems
Natasha Radden's Charles Schwab Experience 1998 - 2007
Job Vice President, Human Resources at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF September 2010 - March 2013
TIAA-CREF September 2007 - September 2010
Charles Schwab 1998 - 2007
Skills
Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Strategy, Employee Benefits, Leadership, Organizational..., Human Resources, Organizational Design, Employee Relations, Talent Management
Education
Auburn University
BA, Psychology
Auburn University
MBA, Concentration in Strategic Planning and Industrial Organizational Psychology
TIAA-CREF March 2013 - Present
TIAA-CREF September 2010 - March 2013
TIAA-CREF September 2007 - September 2010
Charles Schwab 1998 - 2007
Skills
Performance Management, Succession Planning, Talent Acquisition, Employee Engagement, Strategy, Employee Benefits, Leadership, Organizational..., Human Resources, Organizational Design, Employee Relations, Talent Management
Education
Auburn University
BA, Psychology
Auburn University
MBA, Concentration in Strategic Planning and Industrial Organizational Psychology
Joe Huskins's Charles Schwab Experience August 2010 - Present
Job Investment Consultant
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
CalFirst National Bancorp July 2009 - July 2010
Education
Auburn University 2004 — 2009
BS, Finance
University of Denver
Master of Science (M.S.), Finance
Charles Schwab August 2010 - Present
CalFirst National Bancorp July 2009 - July 2010
Education
Auburn University 2004 — 2009
BS, Finance
University of Denver
Master of Science (M.S.), Finance
Janell Stults's Charles Schwab Experience Cost AccountantBabcock & WilcoxJanuary 1990 - September 1996
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Cost AccountantBabcock & WilcoxJanuary 1990 - September 1996
Education
Ashland University 2007 — 2010
MBA, Human Resources
University of Akron 1987 — 2002
BA, Accounting
Charles Schwab Cost AccountantBabcock & WilcoxJanuary 1990 - September 1996
Education
Ashland University 2007 — 2010
MBA, Human Resources
University of Akron 1987 — 2002
BA, Accounting
Joe Chaves's Charles Schwab Experience June 2000 - 2009
Job Director, Product Management at USAA
Industry Financial Services
Experience
USAA April 2012 - Present
USAA April 2011 - April 2012
USAA October 2009 - April 2011
Charles Schwab June 2000 - 2009
BearingPoint June 1999 - June 2000
United States Air Force June 1996 - May 1999
Defense Information Systems Agency (DISA) June 1993 - June 1996
Skills
Team Building, Coaching, Relationship Development, Process Improvement, Cross-functional Team..., Analysis, Budgets, Business Analysis, CRM, Leadership, Product Management, Program Management, Project Management, Management, Business Strategy, Financial Services, Strategy
Education
Auburn University at Montgomery 1993 — 1995
MBA, Business
Granite State College 1984 — 1986
BA, Management
USAA April 2012 - Present
USAA April 2011 - April 2012
USAA October 2009 - April 2011
Charles Schwab June 2000 - 2009
BearingPoint June 1999 - June 2000
United States Air Force June 1996 - May 1999
Defense Information Systems Agency (DISA) June 1993 - June 1996
Skills
Team Building, Coaching, Relationship Development, Process Improvement, Cross-functional Team..., Analysis, Budgets, Business Analysis, CRM, Leadership, Product Management, Program Management, Project Management, Management, Business Strategy, Financial Services, Strategy
Education
Auburn University at Montgomery 1993 — 1995
MBA, Business
Granite State College 1984 — 1986
BA, Management
Gideon Belflower's Charles Schwab Experience August 2014 - Present
Job Active Trader Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab May 2013 - August 2014
Charles Schwab March 2013 - May 2013
The Home Depot April 2011 - November 2011
The Home Depot April 2009 - April 2010
Samsung Semiconductor September 2006 - February 2009
US Army April 2001 - October 2006
Skills
Microsoft Office, Inventory Management, Economics, Manufacturing, Six Sigma, PowerPoint, Customer Service, Microsoft Excel, Troubleshooting, Semiconductors, Computer Hardware, Leadership, Team Building, Microsoft Word, Electronics, Strategic Planning, Teamwork, Operations Management, Management, Military Logistics, Forecasting, Data Analysis, Military Training, Budgets, Military Experience, Supervisory Skills, Reliability, Quality Assurance, Business Analysis, Military, Team Leadership, Series 7, Software Documentation, Time Management, Training
Education
Texas State University-San Marcos 2011 — 2012
Bachelor of Business Administration (BBA), Economics, 3.0
Austin Community College 2009 — 2011
Transfer, General Education
Ceres High School 1996 — 2000
Diploma, General Studies
Charles Schwab August 2014 - Present
Charles Schwab May 2013 - August 2014
Charles Schwab March 2013 - May 2013
The Home Depot April 2011 - November 2011
The Home Depot April 2009 - April 2010
Samsung Semiconductor September 2006 - February 2009
US Army April 2001 - October 2006
Skills
Microsoft Office, Inventory Management, Economics, Manufacturing, Six Sigma, PowerPoint, Customer Service, Microsoft Excel, Troubleshooting, Semiconductors, Computer Hardware, Leadership, Team Building, Microsoft Word, Electronics, Strategic Planning, Teamwork, Operations Management, Management, Military Logistics, Forecasting, Data Analysis, Military Training, Budgets, Military Experience, Supervisory Skills, Reliability, Quality Assurance, Business Analysis, Military, Team Leadership, Series 7, Software Documentation, Time Management, Training
Education
Texas State University-San Marcos 2011 — 2012
Bachelor of Business Administration (BBA), Economics, 3.0
Austin Community College 2009 — 2011
Transfer, General Education
Ceres High School 1996 — 2000
Diploma, General Studies
Amanda Kurtz Cady's Charles Schwab Experience July 2012 - April 2013
Job Controller at Credit Union West
Industry Financial Services
Experience
Credit Union West July 2014 - Present
Credit Union West April 2013 - July 2014
Charles Schwab July 2012 - April 2013
Apollo Group February 2012 - July 2012
Apollo Group August 2010 - February 2012
Summit Commercial Finance January 2007 - February 2010
Desert Schools Federal Credit Union August 2003 - July 2004
Credit Union West January 2002 - July 2003
Skills
Microsoft Excel, Banking, Loans, Financial Analysis, Customer Service, Accounts Receivable, Outlook, Accounting, Sales Management, Data Entry, Customer Satisfaction, Document Drafting, Access, Analysis, Accounts Payable, Budgets, Finance, Leadership, Management, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Accounting/Financial Management, with Distinction
Arizona State University West 2002 — 2006
BS, Global Business/Finance
Credit Union West July 2014 - Present
Credit Union West April 2013 - July 2014
Charles Schwab July 2012 - April 2013
Apollo Group February 2012 - July 2012
Apollo Group August 2010 - February 2012
Summit Commercial Finance January 2007 - February 2010
Desert Schools Federal Credit Union August 2003 - July 2004
Credit Union West January 2002 - July 2003
Skills
Microsoft Excel, Banking, Loans, Financial Analysis, Customer Service, Accounts Receivable, Outlook, Accounting, Sales Management, Data Entry, Customer Satisfaction, Document Drafting, Access, Analysis, Accounts Payable, Budgets, Finance, Leadership, Management, Strategic Planning
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Accounting/Financial Management, with Distinction
Arizona State University West 2002 — 2006
BS, Global Business/Finance
William Zakowski, CPC, QPA, QKA's Charles Schwab Experience May 2006 - August 2008
Job Qualified Pension Administrator at Radachi and Company
Industry Accounting
Experience
Radachi and Company August 2008 - Present
Charles Schwab May 2006 - August 2008
Skills
Tax, ERISA, 401k, Retirement, Retirement Planning, Pensions, Defined Benefit, Profit Sharing, Tax Preparation, Accounting, Tax Returns, Income Tax, Employee Benefits, Retirement Plan...
Education
Ashland University 1990 — 1993
BSBA, Accounting
Radachi and Company August 2008 - Present
Charles Schwab May 2006 - August 2008
Skills
Tax, ERISA, 401k, Retirement, Retirement Planning, Pensions, Defined Benefit, Profit Sharing, Tax Preparation, Accounting, Tax Returns, Income Tax, Employee Benefits, Retirement Plan...
Education
Ashland University 1990 — 1993
BSBA, Accounting
Denise Lockridge's Charles Schwab Experience February 2013 - Present
Job Associate Admin Support at Charles Schwab
Industry Executive Office
Experience
Charles Schwab February 2013 - Present
International Paper formerly Temple-Inland June 2009 - June 2012
Lakeway Resort and Spa September 2007 - May 2009
Level 3 Communications May 2005 - July 2007
GSD&M Idea City April 2004 - May 2005
Dell Computer Corporation May 1995 - August 2002
IBM 1984 - 1993
Skills
Microsoft Office, Computer Proficiency, Organization, Video Editing, Slide Shows, Microsoft Word, Outlook
Education
Austin Community College 2004 — 2004
Business Administration
Charles Schwab February 2013 - Present
International Paper formerly Temple-Inland June 2009 - June 2012
Lakeway Resort and Spa September 2007 - May 2009
Level 3 Communications May 2005 - July 2007
GSD&M Idea City April 2004 - May 2005
Dell Computer Corporation May 1995 - August 2002
IBM 1984 - 1993
Skills
Microsoft Office, Computer Proficiency, Organization, Video Editing, Slide Shows, Microsoft Word, Outlook
Education
Austin Community College 2004 — 2004
Business Administration
Sheila Shirinpour's Charles Schwab Experience February 2015 - April 2015
Job EA
Industry International Affairs
Experience
Charles Schwab February 2015 - April 2015
Pacific Gas and Electric Company November 2014 - February 2015
Hewlett-Packard August 2014 - November 2014
SunEdison September 2013 - March 2014
Charles Schwab February 2013 - September 2013
Pacific Gas and Electric Company November 2010 - February 2012
Charles Schwab & Co. Inc June 2008 - April 2009
The Clorox Company January 2008 - May 2008
Mayo Clinic- Patient Financial Services April 2006 - December 2007
Skills
Accounting/ Financial/..., Time management and..., Problem solving skilled, Ability to work with..., Skilled communicator:..., Multitasked and a team..., PC literate with..., Administrative..., Time Management, Procurement, Outlook, Project Management, Management, Process Scheduler, Recruiting, Leadership, Program Management, Administrative..., Training, Microsoft Office
Education
Augsburg College 2004 — 2007
Bachelor of Arts (BA), International Business, 2007
Rochester Community and Technical College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Charles Schwab February 2015 - April 2015
Pacific Gas and Electric Company November 2014 - February 2015
Hewlett-Packard August 2014 - November 2014
SunEdison September 2013 - March 2014
Charles Schwab February 2013 - September 2013
Pacific Gas and Electric Company November 2010 - February 2012
Charles Schwab & Co. Inc June 2008 - April 2009
The Clorox Company January 2008 - May 2008
Mayo Clinic- Patient Financial Services April 2006 - December 2007
Skills
Accounting/ Financial/..., Time management and..., Problem solving skilled, Ability to work with..., Skilled communicator:..., Multitasked and a team..., PC literate with..., Administrative..., Time Management, Procurement, Outlook, Project Management, Management, Process Scheduler, Recruiting, Leadership, Program Management, Administrative..., Training, Microsoft Office
Education
Augsburg College 2004 — 2007
Bachelor of Arts (BA), International Business, 2007
Rochester Community and Technical College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
J. 'Scott' Whigham's Charles Schwab Experience 2000 - 2004
Job Nashville photographer chronicling people, events, and things.
Industry Photography
Experience
Whigham Photography, LLC 2007 - Present
WP Tech Services January 1995 - Present
Dell April 2006 - November 2012
Charles Schwab 2000 - 2004
Skills
Photography, Troubleshooting, Active Directory, Windows, Customer Service, System Administration, Microsoft Office, Call Centers, Networking, Technical Support, Call Center, Windows 7, XP, Social Media, Operating Systems, Computer Hardware, IT Operations, Team Leadership, Dell Computers, Integration, Data Center, Servers, Firewalls, Microsoft Certified..., VoIP, Digital Imaging, Digital Photography, Portrait Photography, Administration, WordPress, VPN, Online Marketing, Windows XP, Social Networking, Event Photography, Concert Photography, Headshots, Fine Art Photography, Commercial Product...
Education
Nossi College of Art 2013 — 2016
Bachelor of Graphic Arts (BGA), Commercial Photography and Videography
College of Coastal Georgia 1989 — 1992
Associate's degree Nursing (RN), Registered Nursing/Registered Nurse
Augusta State University - College of Business Administration 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Whigham Photography, LLC 2007 - Present
WP Tech Services January 1995 - Present
Dell April 2006 - November 2012
Charles Schwab 2000 - 2004
Skills
Photography, Troubleshooting, Active Directory, Windows, Customer Service, System Administration, Microsoft Office, Call Centers, Networking, Technical Support, Call Center, Windows 7, XP, Social Media, Operating Systems, Computer Hardware, IT Operations, Team Leadership, Dell Computers, Integration, Data Center, Servers, Firewalls, Microsoft Certified..., VoIP, Digital Imaging, Digital Photography, Portrait Photography, Administration, WordPress, VPN, Online Marketing, Windows XP, Social Networking, Event Photography, Concert Photography, Headshots, Fine Art Photography, Commercial Product...
Education
Nossi College of Art 2013 — 2016
Bachelor of Graphic Arts (BGA), Commercial Photography and Videography
College of Coastal Georgia 1989 — 1992
Associate's degree Nursing (RN), Registered Nursing/Registered Nurse
Augusta State University - College of Business Administration 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Jill Hindbjorgen Klock's Charles Schwab Experience December 1996 - Present
Job Learning Management System and Training Operations Team Manager at Charles Schwab
Industry Education Management
Experience
Charles Schwab December 1996 - Present
Skills
Training, Learning Management..., Learning Management, ADDIE, Budgets, Change Management, E-Learning, Instructional Design, Instructor-led Training, Leadership, Management, Needs Analysis, Organizational..., Performance Management, Process Improvement, Project Management, SumTotal, Talent Management, Team Building, Training Delivery, Vendor Management
Education
Augustana University (SD) 1992 — 1996
Liberal Arts, Business Administration
Charles Schwab December 1996 - Present
Skills
Training, Learning Management..., Learning Management, ADDIE, Budgets, Change Management, E-Learning, Instructional Design, Instructor-led Training, Leadership, Management, Needs Analysis, Organizational..., Performance Management, Process Improvement, Project Management, SumTotal, Talent Management, Team Building, Training Delivery, Vendor Management
Education
Augustana University (SD) 1992 — 1996
Liberal Arts, Business Administration
Ginger Ball's Charles Schwab Experience December 1996 - December 1999
Job IT Program Mgr at AssetMark
Industry Financial Services
Experience
AssetMark February 2005 - Present
Siebel Systems December 1999 - April 2003
Charles Schwab December 1996 - December 1999
Skills
Integration, Project Management, Troubleshooting, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., SharePoint, Business Process, ITIL, Financial Services, Disaster Recovery, CRM, Release Management, Governance, IT Operations, Management, Business Development, Training, Business Intelligence, PMO, Leadership, Waterfall, IT Strategy, Microsoft SQL Server, Resource Management, Project Delivery, PMP, Information Technology
Education
Assumption College 1988 — 1992
Bachelor of Science, Business Mgmt/Marketing
AssetMark February 2005 - Present
Siebel Systems December 1999 - April 2003
Charles Schwab December 1996 - December 1999
Skills
Integration, Project Management, Troubleshooting, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., SharePoint, Business Process, ITIL, Financial Services, Disaster Recovery, CRM, Release Management, Governance, IT Operations, Management, Business Development, Training, Business Intelligence, PMO, Leadership, Waterfall, IT Strategy, Microsoft SQL Server, Resource Management, Project Delivery, PMP, Information Technology
Education
Assumption College 1988 — 1992
Bachelor of Science, Business Mgmt/Marketing
Derek Alvarado's Charles Schwab Experience December 2014 - Present
Job Software Application Engineer at Charles Schwab
Industry Program Development
Experience
Charles Schwab December 2014 - Present
Austin YMBL Sunshine Camps February 2011 - November 2014
Texas AFT July 2010 - December 2010
Friends of Terry McAuliffe 2009 - 2009
Skills
Policy Analysis, Public Speaking, Legislative Relations, Program Evaluation, Community Development, Politics, Project Management, Grassroots Organizing, Political Science, Policy, Fundraising, Community Outreach, Political Campaigns, Leadership Development, Public Policy, Social Media, Volunteer Management, Community Organizing, Public Relations, Nonprofits, Grant Writing, Research, Event Planning, Government
Education
Austin Community College 2013 — 2014
Certificate Program, Computer Information Technology
California State Polytechnic University-Pomona 2002 — 2008
Bachelor's, Economics, Political Science
Charles Schwab December 2014 - Present
Austin YMBL Sunshine Camps February 2011 - November 2014
Texas AFT July 2010 - December 2010
Friends of Terry McAuliffe 2009 - 2009
Skills
Policy Analysis, Public Speaking, Legislative Relations, Program Evaluation, Community Development, Politics, Project Management, Grassroots Organizing, Political Science, Policy, Fundraising, Community Outreach, Political Campaigns, Leadership Development, Public Policy, Social Media, Volunteer Management, Community Organizing, Public Relations, Nonprofits, Grant Writing, Research, Event Planning, Government
Education
Austin Community College 2013 — 2014
Certificate Program, Computer Information Technology
California State Polytechnic University-Pomona 2002 — 2008
Bachelor's, Economics, Political Science
Zachary Moreno, CISSP's Charles Schwab Experience November 2014 - Present
Job Information Security Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
ChiuMo LLC. May 2013 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab June 2010 - March 2013
Arizona State University January 2010 - May 2010
Arizona State University June 2009 - January 2010
Arizona State University February 2009 - June 2009
Apple Inc. February 2007 - December 2008
Arizona State University January 2008 - May 2008
Skills
SQL, Technical Support, Microsoft SQL Server, Hardware, Disaster Recovery, Active Directory, ASP.NET, C#, JavaScript, Java, C++, Android Development, Linux, Oracle SQL, Penetration Testing, Control Testing, CISSP
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management, 3.9
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Computer Information Systems
Dobson High School
Charles Schwab November 2014 - Present
ChiuMo LLC. May 2013 - Present
Charles Schwab March 2013 - December 2014
Charles Schwab June 2010 - March 2013
Arizona State University January 2010 - May 2010
Arizona State University June 2009 - January 2010
Arizona State University February 2009 - June 2009
Apple Inc. February 2007 - December 2008
Arizona State University January 2008 - May 2008
Skills
SQL, Technical Support, Microsoft SQL Server, Hardware, Disaster Recovery, Active Directory, ASP.NET, C#, JavaScript, Java, C++, Android Development, Linux, Oracle SQL, Penetration Testing, Control Testing, CISSP
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management, 3.9
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science (BS), Computer Information Systems
Dobson High School
Albert Autin's Charles Schwab Experience August 2014 - Present
Job Systems Administrator at Charles Schwab
Industry Computer Software
Experience
Charles Schwab August 2014 - Present
HostGator April 2013 - June 2014
Fix My Austin PC 2012 - 2014
Fix My Austin PC 2012 - 2014
Blackwell-Thurman Travis County Criminal Justice Center June 2009 - December 2011
Austin Central Library June 2007 - September 2007
Ataz Computer Solutions January 2001 - August 2006
Education
Austin Community College 2006 — 2012
Graphic Design/Computer Science
Premier High school 2007 — 2009
Distinguished, Chemistry, French, Algebra, Tech, Film
Charles Schwab August 2014 - Present
HostGator April 2013 - June 2014
Fix My Austin PC 2012 - 2014
Fix My Austin PC 2012 - 2014
Blackwell-Thurman Travis County Criminal Justice Center June 2009 - December 2011
Austin Central Library June 2007 - September 2007
Ataz Computer Solutions January 2001 - August 2006
Education
Austin Community College 2006 — 2012
Graphic Design/Computer Science
Premier High school 2007 — 2009
Distinguished, Chemistry, French, Algebra, Tech, Film
Shelly Gist's Charles Schwab Experience July 2007 - April 2008
Job Trust Officer at Centennial Bank
Industry Financial Services
Experience
Centennial Bank October 2014 - Present
Centennial Bank (formerly Liberty Bank of Arkansas) February 2009 - September 2014
Liberty Bank of Arkansas February 2009 - 2013
Geny Insurance Agency June 2008 - January 2009
Charles Schwab July 2007 - April 2008
Skills
Banking, Investments, Microsoft Excel, Access, Analysis, Leadership, Customer Service, Microsoft Office, Personal Trust..., Personal Finance, Estate Administration, Guardianship, 1031 Exchanges, Property & Casualty..., Excel, Bloomberg, Procedure Manuals, Forms, Finance
Education
Arkansas State University 2003 — 2007
B.S., Finance, Spanish
Centro Panamericano de Idiomas 2006 — 2006
Spanish
Wynne High School
Valedictorian
Centennial Bank October 2014 - Present
Centennial Bank (formerly Liberty Bank of Arkansas) February 2009 - September 2014
Liberty Bank of Arkansas February 2009 - 2013
Geny Insurance Agency June 2008 - January 2009
Charles Schwab July 2007 - April 2008
Skills
Banking, Investments, Microsoft Excel, Access, Analysis, Leadership, Customer Service, Microsoft Office, Personal Trust..., Personal Finance, Estate Administration, Guardianship, 1031 Exchanges, Property & Casualty..., Excel, Bloomberg, Procedure Manuals, Forms, Finance
Education
Arkansas State University 2003 — 2007
B.S., Finance, Spanish
Centro Panamericano de Idiomas 2006 — 2006
Spanish
Wynne High School
Valedictorian
Jamal Mathew Amadon's Charles Schwab Experience August 2014 - Present
Job Associate Software Infrastructure Engineer
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Freescale Semiconductor November 2000 - August 2014
Skills
C++, Java, Python, Linux, Semiconductors, Electronics, Testing, Semiconductor Industry, JMP, Troubleshooting, IC, Six Sigma, SPC, Silicon, Metrology, Manufacturing, Failure Analysis, Process Engineering
Education
Texas State University 2011 — 2014
Bachelor's Degree, Computer Science
Austin Community College
Texas State Technical College Waco
Charles Schwab August 2014 - Present
Freescale Semiconductor November 2000 - August 2014
Skills
C++, Java, Python, Linux, Semiconductors, Electronics, Testing, Semiconductor Industry, JMP, Troubleshooting, IC, Six Sigma, SPC, Silicon, Metrology, Manufacturing, Failure Analysis, Process Engineering
Education
Texas State University 2011 — 2014
Bachelor's Degree, Computer Science
Austin Community College
Texas State Technical College Waco
Susanne Jonsson's Charles Schwab Experience March 2012 - Present
Job Manager Performance Reporting & Research
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc. October 2014 - Present
Charles Schwab March 2012 - Present
Charles Schwab April 2010 - March 2012
Lipper, A Thomson Reuters Company May 2002 - May 2007
Moneta Group January 2000 - July 2001
Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance
Education
Austin Peay State University
BBA, Finance
Charles Schwab Investment Management, Inc. October 2014 - Present
Charles Schwab March 2012 - Present
Charles Schwab April 2010 - March 2012
Lipper, A Thomson Reuters Company May 2002 - May 2007
Moneta Group January 2000 - July 2001
Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance
Education
Austin Peay State University
BBA, Finance
Amy M. Brown's Charles Schwab Experience August 2006 - March 2014
Job Aligning business and technology to enhance productivity and profitability
Industry Higher Education
Experience
Charles Schwab August 2006 - March 2014
Charles Schwab November 2005 - August 2006
Charles Schwab May 2004 - November 2005
Adecco Staffing, USA January 2004 - May 2004
Magical Theatre Company May 2003 - August 2003
Education
The University of Akron 2000 — 2004
Bachelor of Science - Accounting & Bachelor of Science in Business Administration (BSBA) - Finance
Ashland University 2008 — 2011
Master of Business Administration (MBA)
Northwestern College 2014 — 2015
Analytics Certificate
University of Massachusetts Lowell 2014 — 2015
Bachelor's degree
Charles Schwab August 2006 - March 2014
Charles Schwab November 2005 - August 2006
Charles Schwab May 2004 - November 2005
Adecco Staffing, USA January 2004 - May 2004
Magical Theatre Company May 2003 - August 2003
Education
The University of Akron 2000 — 2004
Bachelor of Science - Accounting & Bachelor of Science in Business Administration (BSBA) - Finance
Ashland University 2008 — 2011
Master of Business Administration (MBA)
Northwestern College 2014 — 2015
Analytics Certificate
University of Massachusetts Lowell 2014 — 2015
Bachelor's degree
Peter Rauhut's Charles Schwab Experience December 2008 - August 2010
Job Quality Assurance at HotSchedules
Industry Computer Software
Experience
HotSchedules September 2014 - Present
ServiceMesh December 2013 - September 2014
LibreDigital November 2011 - December 2013
Harte-Hanks, Inc. August 2010 - September 2011
Charles Schwab December 2008 - August 2010
Harte-Hanks, Inc. March 2007 - December 2008
Skills
Agile Methodologies, Testing, Test Planning, Linux, Enterprise Testing, CentOS, JBoss Application Server, Log4j, Agile Testing, JIRA, Rally, TestLink, RPM, Software Quality..., Software Development, Quality Assurance
Education
Austin Community College
Computer Science
HotSchedules September 2014 - Present
ServiceMesh December 2013 - September 2014
LibreDigital November 2011 - December 2013
Harte-Hanks, Inc. August 2010 - September 2011
Charles Schwab December 2008 - August 2010
Harte-Hanks, Inc. March 2007 - December 2008
Skills
Agile Methodologies, Testing, Test Planning, Linux, Enterprise Testing, CentOS, JBoss Application Server, Log4j, Agile Testing, JIRA, Rally, TestLink, RPM, Software Quality..., Software Development, Quality Assurance
Education
Austin Community College
Computer Science
Jennifer Nieschulz's Charles Schwab Experience February 2013 - Present
Job Broker
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Merrill Lynch April 2011 - March 2013
USAA September 2007 - February 2011
USAA September 2006 - September 2007
Amazon.com 1999 - 1999
Skills
Series 7, Financial Services, Securities, Equities, Trading
Education
Arizona State University West 2006 — 2008
BS, Global Management Finance
Seattle University 1994 — 1995
Charles Schwab February 2013 - Present
Merrill Lynch April 2011 - March 2013
USAA September 2007 - February 2011
USAA September 2006 - September 2007
Amazon.com 1999 - 1999
Skills
Series 7, Financial Services, Securities, Equities, Trading
Education
Arizona State University West 2006 — 2008
BS, Global Management Finance
Seattle University 1994 — 1995
Nathan Witkowski, MBA's Charles Schwab Experience April 2002 - May 2010
Job Wealth Advisor, Private Client Group
Industry Financial Services
Experience
Huntington Investment Company August 2012 - Present
Westpac June 2010 - May 2012
Charles Schwab April 2002 - May 2010
Wells Fargo Financial May 2000 - April 2002
Skills
Banking, Investments, Retirement, Negotiation, Problem Solving, Consumer Lending, Small Business Lending, Sales Management, Account Management, Client Development, Project Management, International Business..., Retirement Planning, Portfolio Management, Mutual Funds, Leadership, Wealth Management, Loans
Education
Ashland University 2004 — 2007
Master of Business Administration (M.B.A.)
Kent State University 1998 — 2000
Bachelor of Science (B.S.), Finance
Huntington Investment Company August 2012 - Present
Westpac June 2010 - May 2012
Charles Schwab April 2002 - May 2010
Wells Fargo Financial May 2000 - April 2002
Skills
Banking, Investments, Retirement, Negotiation, Problem Solving, Consumer Lending, Small Business Lending, Sales Management, Account Management, Client Development, Project Management, International Business..., Retirement Planning, Portfolio Management, Mutual Funds, Leadership, Wealth Management, Loans
Education
Ashland University 2004 — 2007
Master of Business Administration (M.B.A.)
Kent State University 1998 — 2000
Bachelor of Science (B.S.), Finance
Vasu Subbiah's Charles Schwab Experience November 2010 - Present
Job Trust Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Charles Schwab September 2006 - November 2010
Charles Schwab July 2003 - September 2006
Charles Schwab November 1999 - July 2003
Skills
Series 7, Series 9/10, Series 24, Series 63, Financial Services, Investment Advisory, Project Management
Education
Arizona State University, W. P. Carey School of Business
MBA
Northern Illinois University
BS, Finance
University of Iowa
BA, Sociology
Charles Schwab November 2010 - Present
Charles Schwab September 2006 - November 2010
Charles Schwab July 2003 - September 2006
Charles Schwab November 1999 - July 2003
Skills
Series 7, Series 9/10, Series 24, Series 63, Financial Services, Investment Advisory, Project Management
Education
Arizona State University, W. P. Carey School of Business
MBA
Northern Illinois University
BS, Finance
University of Iowa
BA, Sociology
andrew chaney's Charles Schwab Experience October 2008 - Present
Job Senior Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2008 - Present
Instituto de Comunicacion Internacional December 2006 - October 2008
TD Ameritrade December 2005 - May 2007
Skills
Series 7, Mutual Funds, Financial Services, Series 63, Vendor Management, Securities, Equities, Fixed Income, Business Analysis, Banking, Portfolio Management, Investments, Risk Management, Process Improvement, Call Centers, ITIL, Wealth Management, Asset Management, Relationship Management, Web Design, Web Development, C#, JavaScript, jQuery, CSS, Visual Studio, Photoshop, Dreamweaver, ASP.NET
Education
Austin Community College 2013 — 2014
Webmaster Certificate, Web/Multimedia Management and Webmaster
Washburn University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Washburn University 2000 — 2005
Bachelor of Arts (B.A.), Spanish
Charles Schwab October 2008 - Present
Instituto de Comunicacion Internacional December 2006 - October 2008
TD Ameritrade December 2005 - May 2007
Skills
Series 7, Mutual Funds, Financial Services, Series 63, Vendor Management, Securities, Equities, Fixed Income, Business Analysis, Banking, Portfolio Management, Investments, Risk Management, Process Improvement, Call Centers, ITIL, Wealth Management, Asset Management, Relationship Management, Web Design, Web Development, C#, JavaScript, jQuery, CSS, Visual Studio, Photoshop, Dreamweaver, ASP.NET
Education
Austin Community College 2013 — 2014
Webmaster Certificate, Web/Multimedia Management and Webmaster
Washburn University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Washburn University 2000 — 2005
Bachelor of Arts (B.A.), Spanish
Doug Beyette's Charles Schwab Experience May 2008 - May 2009
Job IT Sourcing Manager, Enterprise Software at McKesson
Industry Hospital & Health Care
Experience
McKesson November 2012 - Present
General Dynamics C4 Systems May 2009 - December 2012
Charles Schwab May 2008 - May 2009
Charles Schwab May 2007 - May 2008
Esri 2004 - 2007
Skills
Supply Management, Strategic Sourcing, Procurement, Contract Management, Supply Chain Management, Six Sigma, Cross-functional Team..., Source Selection, Purchasing, ITAR, Process Improvement, Continuous Improvement, Contract Negotiation, Supply Chain, Subcontracts Management, FAR, Business Process..., Vendor Management
Education
Arizona State University West 2000 — 2002
BS, Global Business
Glendale Community College 1998 — 2000
McKesson November 2012 - Present
General Dynamics C4 Systems May 2009 - December 2012
Charles Schwab May 2008 - May 2009
Charles Schwab May 2007 - May 2008
Esri 2004 - 2007
Skills
Supply Management, Strategic Sourcing, Procurement, Contract Management, Supply Chain Management, Six Sigma, Cross-functional Team..., Source Selection, Purchasing, ITAR, Process Improvement, Continuous Improvement, Contract Negotiation, Supply Chain, Subcontracts Management, FAR, Business Process..., Vendor Management
Education
Arizona State University West 2000 — 2002
BS, Global Business
Glendale Community College 1998 — 2000
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank