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.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
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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
Samantha Grieco Samantha Grieco's Charles Schwab Experience August 2015 - Present
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2015
North Hempstead Country Club May 2010 - June 2014
Cirquetacular December 2010 - May 2011
College Works Painting January 2009 - May 2009
Skills
Event Planning, Event Management, Marketing, Time Management, Management, Social Networking, Public Speaking, Marketing Communications, Project Management, Research, Spanish, Photoshop, Public Relations, Advertising, Series 7
Education
University of Michigan 2006 — 2010
BA, Communication Studies
Charles Schwab August 2015 - Present
Charles Schwab June 2014 - August 2015
North Hempstead Country Club May 2010 - June 2014
Cirquetacular December 2010 - May 2011
College Works Painting January 2009 - May 2009
Skills
Event Planning, Event Management, Marketing, Time Management, Management, Social Networking, Public Speaking, Marketing Communications, Project Management, Research, Spanish, Photoshop, Public Relations, Advertising, Series 7
Education
University of Michigan 2006 — 2010
BA, Communication Studies
Jeff Ohe Jeff Ohe's Charles Schwab Experience May 1999 - September 2008
Job President at Cahill Financial Advisors, Inc
Industry Financial Services
Experience
Cahill Financial Advisors, Inc September 2011 - Present
KNW Group September 2008 - September 2011
Charles Schwab May 1999 - September 2008
ADP October 1997 - March 1999
Education
University of Minnesota - Carlson School of Management 1989 — 1993
Cahill Financial Advisors, Inc September 2011 - Present
KNW Group September 2008 - September 2011
Charles Schwab May 1999 - September 2008
ADP October 1997 - March 1999
Education
University of Minnesota - Carlson School of Management 1989 — 1993
Barry Krasner Barry Krasner's Charles Schwab Experience September 1996 - August 2003
Job Software Designer/Developer
Industry Computer Software
Experience
Charles Schwab September 1996 - August 2003
PLM International July 1995 - June 1996
Centex Telemanagement July 1993 - June 1995
Wells Fargo Bank March 1993 - July 1993
Peter R. Johnson November 1992 - February 1993
Visa February 1991 - September 1992
Integrated Automation August 1990 - December 1990
Crowley Maritime November 1989 - August 1990
Integrated Automation January 1989 - October 1989
Crowley Maritime July 1988 - January 1989
Skills
SDLC, DB2, Unix, Software Documentation, SQL, Visio, Software Development, COBOL, Mobile Applications, Database Design, Microsoft SQL Server
Education
University of Missouri-Rolla 1972 — 1976
Bachelor of Science, Computer Science
Charles Schwab September 1996 - August 2003
PLM International July 1995 - June 1996
Centex Telemanagement July 1993 - June 1995
Wells Fargo Bank March 1993 - July 1993
Peter R. Johnson November 1992 - February 1993
Visa February 1991 - September 1992
Integrated Automation August 1990 - December 1990
Crowley Maritime November 1989 - August 1990
Integrated Automation January 1989 - October 1989
Crowley Maritime July 1988 - January 1989
Skills
SDLC, DB2, Unix, Software Documentation, SQL, Visio, Software Development, COBOL, Mobile Applications, Database Design, Microsoft SQL Server
Education
University of Missouri-Rolla 1972 — 1976
Bachelor of Science, Computer Science
Colin McGrath Colin McGrath's Charles Schwab Experience January 2010 - January 2012
Job QA Engineer at Placeable
Industry Computer Software
Experience
Placeable April 2015 - Present
Unifocus January 2012 - April 2015
Charles Schwab January 2010 - January 2012
Skills
Test Automation, Ruby, JavaScript, JIRA, Agile Methodologies, Java, Confluence, Trading Systems, Equities, Web Applications, RubyMine, IntelliJ IDEA, Jenkins, RSpec, Bamboo, JSON, Cucumber, Rub, Crushing, Linux, JUnit, Customer Service, Databases, Microsoft SQL Server, Quality Assurance, Scrum, SQL, XML
Education
University of Missouri-Columbia 1998 — 2002
Bachelor's degree, History
University of Missouri-Columbia 1998 — 2002
Bachelor's degree, Political Science and Government
Placeable April 2015 - Present
Unifocus January 2012 - April 2015
Charles Schwab January 2010 - January 2012
Skills
Test Automation, Ruby, JavaScript, JIRA, Agile Methodologies, Java, Confluence, Trading Systems, Equities, Web Applications, RubyMine, IntelliJ IDEA, Jenkins, RSpec, Bamboo, JSON, Cucumber, Rub, Crushing, Linux, JUnit, Customer Service, Databases, Microsoft SQL Server, Quality Assurance, Scrum, SQL, XML
Education
University of Missouri-Columbia 1998 — 2002
Bachelor's degree, History
University of Missouri-Columbia 1998 — 2002
Bachelor's degree, Political Science and Government
Brian Zhao Brian Zhao's Charles Schwab Experience July 2009 - Present
Job Business Intelligence Analyst (Product Strategy) at Bank of the West
Industry Financial Services
Experience
Bank of the West November 2014 - Present
Charles Schwab July 2009 - Present
Charles Schwab January 2006 - June 2009
Levi Strauss & Co. January 2000 - October 2005
Skills
Financial Analysis, Activity Based Costing, Financial Modeling, Cost Accounting, Cost Planning, Data Validation, Business Process..., Customer Profitability, Product Profitability, Key Driver Analysis, Financial and Business..., Direct and Indirect..., Financial Reporting, Business Objects
Education
University of Michigan 1992 — 1997
Bachelor of Arts (B.A.), Business Administration -- Accounting
Bank of the West November 2014 - Present
Charles Schwab July 2009 - Present
Charles Schwab January 2006 - June 2009
Levi Strauss & Co. January 2000 - October 2005
Skills
Financial Analysis, Activity Based Costing, Financial Modeling, Cost Accounting, Cost Planning, Data Validation, Business Process..., Customer Profitability, Product Profitability, Key Driver Analysis, Financial and Business..., Direct and Indirect..., Financial Reporting, Business Objects
Education
University of Michigan 1992 — 1997
Bachelor of Arts (B.A.), Business Administration -- Accounting
Andrew Horton Andrew Horton's Charles Schwab Experience August 2003 - June 2005
Job Founder at 7 Raven Consulting
Industry Internet
Experience
7 Raven Consulting April 2015 - Present
MarkMonitor June 2005 - April 2015
Charles Schwab August 2003 - June 2005
Infravio April 2001 - April 2003
Katmango 2000 - 2001
Charles Schwab 1994 - 2000
Skills
Product Management, SaaS, Strategic Partnerships, E-commerce, Product Marketing, Enterprise Software, Strategy, Start-ups, Analytics, SQL, Management, Go-to-market Strategy, Business Development, CRM, Web Analytics, Cloud Computing, Production Managment, Salesforce.com, Digital Media, Strategic Planning
Education
University of Michigan 1988 — 1992
BBA
7 Raven Consulting April 2015 - Present
MarkMonitor June 2005 - April 2015
Charles Schwab August 2003 - June 2005
Infravio April 2001 - April 2003
Katmango 2000 - 2001
Charles Schwab 1994 - 2000
Skills
Product Management, SaaS, Strategic Partnerships, E-commerce, Product Marketing, Enterprise Software, Strategy, Start-ups, Analytics, SQL, Management, Go-to-market Strategy, Business Development, CRM, Web Analytics, Cloud Computing, Production Managment, Salesforce.com, Digital Media, Strategic Planning
Education
University of Michigan 1988 — 1992
BBA
James Els James Els's Charles Schwab Experience March 2006 - Present
Job
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Charles Schwab March 2006 - Present
ADK Wealth Management February 2014 - November 2014
Rogers & Company July 2013 - February 2014
EDCO USA June 2006 - January 2012
Skills
Financial Analysis, Strategic Financial..., Personal Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Outlook, Research, Strategic Planning, Salesforce.com..., Ad Hoc Reporting, Portfolio Performance...
Education
University of Missouri-Saint Louis
Bachelor's degree, Finance, General
Wells Fargo June 2014 - Present
Charles Schwab March 2006 - Present
ADK Wealth Management February 2014 - November 2014
Rogers & Company July 2013 - February 2014
EDCO USA June 2006 - January 2012
Skills
Financial Analysis, Strategic Financial..., Personal Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgets, Outlook, Research, Strategic Planning, Salesforce.com..., Ad Hoc Reporting, Portfolio Performance...
Education
University of Missouri-Saint Louis
Bachelor's degree, Finance, General
Robert Sheely Robert Sheely's Charles Schwab Experience May 2011 - September 2014
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
James B. Titus, CFP®, CIMA® James B. Titus, CFP®, CIMA®'s Charles Schwab Experience June 2005 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2005 - Present
Morgan Stanley 2002 - 2005
Education
University of Massachusetts, Amherst 1993 — 1998
Bacherlor of Arts
Charles Schwab June 2005 - Present
Morgan Stanley 2002 - 2005
Education
University of Massachusetts, Amherst 1993 — 1998
Bacherlor of Arts
Dylan Tito's Charles Schwab Experience March 2014 - September 2014
Job Attended University of MissouriColumbia
Industry Financial Services
Experience
First Trust August 2015 - Present
Ascendant Capital, LLC. September 2014 - Present
Charles Schwab March 2014 - September 2014
CME Group May 2010 - December 2013
Skills
Microsoft Excel, Bloomberg, Bloomberg Terminal, Bloomberg Software, Trading, Adobe Acrobat, PowerPoint, Courts, Data Analysis
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Finance and Banking Minors in Economics and Real Estate
First Trust August 2015 - Present
Ascendant Capital, LLC. September 2014 - Present
Charles Schwab March 2014 - September 2014
CME Group May 2010 - December 2013
Skills
Microsoft Excel, Bloomberg, Bloomberg Terminal, Bloomberg Software, Trading, Adobe Acrobat, PowerPoint, Courts, Data Analysis
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Finance and Banking Minors in Economics and Real Estate
Jeffrey Mclean Jeffrey Mclean's Charles Schwab Experience 2008 - December 2009
Job Senior UI Software Engineer at HomeAway.com
Industry Computer Software
Experience
HomeAway.com April 2013 - Present
projekt202 May 2009 - April 2013
Charles Schwab 2008 - December 2009
Projekt202 May 2007 - May 2009
Rhythm & Hues Studios May 2003 - May 2007
Rhythm & Hues June 2000 - May 2003
New Standard Post 1999 - 2000
Skills
Software Development, JavaScript, Backbone.js, jQuery, jQuery UI, ExtJS, Sencha Touch, Mobile Applications, Flex, WPF, Silverlight, User Interface, C#, XAML, Mobile, ActionScript, MXML, Expression Blend, User Experience, Flex Builder, Software Design, MVVM, Technical Leadership, Team Leadership, Mobile Devices, User Interface Design, Agile Methodologies, Interaction Design, Web Applications, Web Development, HTML 5, Front-end, JSON, CSS, MVC, REST, User Experience Design, Information Architecture, Usability
Education
University of Massachusetts, Amherst 1991 — 1996
BS, Computers and Multimedia
HomeAway.com April 2013 - Present
projekt202 May 2009 - April 2013
Charles Schwab 2008 - December 2009
Projekt202 May 2007 - May 2009
Rhythm & Hues Studios May 2003 - May 2007
Rhythm & Hues June 2000 - May 2003
New Standard Post 1999 - 2000
Skills
Software Development, JavaScript, Backbone.js, jQuery, jQuery UI, ExtJS, Sencha Touch, Mobile Applications, Flex, WPF, Silverlight, User Interface, C#, XAML, Mobile, ActionScript, MXML, Expression Blend, User Experience, Flex Builder, Software Design, MVVM, Technical Leadership, Team Leadership, Mobile Devices, User Interface Design, Agile Methodologies, Interaction Design, Web Applications, Web Development, HTML 5, Front-end, JSON, CSS, MVC, REST, User Experience Design, Information Architecture, Usability
Education
University of Massachusetts, Amherst 1991 — 1996
BS, Computers and Multimedia
Sahil Gosain's Charles Schwab Experience May 2014 - August 2014
Job Junior Associate at Mu Sigma Inc.
Industry Management Consulting
Experience
Mu Sigma Inc. June 2015 - Present
Charles Schwab May 2014 - August 2014
myfab5 May 2013 - September 2013
City of Cleveland June 2008 - August 2011
Skills
Marketing, Microsoft Office, Project Management, Team Leadership, Team Management, Policy Analysis, R&D, Sales Presentations, Financial Analysis, Financial Modeling, SQL, SAS, R, Dashboard
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Political Science and Economics
Mu Sigma Inc. June 2015 - Present
Charles Schwab May 2014 - August 2014
myfab5 May 2013 - September 2013
City of Cleveland June 2008 - August 2011
Skills
Marketing, Microsoft Office, Project Management, Team Leadership, Team Management, Policy Analysis, R&D, Sales Presentations, Financial Analysis, Financial Modeling, SQL, SAS, R, Dashboard
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Political Science and Economics
Corey Klein Corey Klein's Charles Schwab Experience January 2014 - August 2015
Job Sales Specialist at Premier Biotech, Inc.
Industry Financial Services
Experience
Premier Biotech 2015 - Present
Charles Schwab January 2014 - August 2015
Charles Schwab November 2011 - December 2013
Compliance11 February 2011 - November 2011
Education
University of Minnesota-Twin Cities 2006 — 2009
BA, Sociology of Law, Criminology and Deviance
Premier Biotech 2015 - Present
Charles Schwab January 2014 - August 2015
Charles Schwab November 2011 - December 2013
Compliance11 February 2011 - November 2011
Education
University of Minnesota-Twin Cities 2006 — 2009
BA, Sociology of Law, Criminology and Deviance
Karl Meise's Charles Schwab Experience 1996 - 1999
Job Database Developer at USGA
Industry Information Technology and Services
Experience
FedEx Ground November 2012 - September 2013
Walt Disney World January 2011 - July 2012
AT&T May 2009 - February 2011
Jackson Hewitt January 2009 - May 2009
Microsoft/SirsiDynix 2008 - 2008
IBM Global Services 2006 - 2008
Goldman Sachs 2000 - 2001
Charles Schwab 1996 - 1999
Skills
DB2 LUW 10.1, Unix, Unix Shell Scripting, Oracle, Perl, Data Warehousing, ETL, C, Sybase, Informix, SQL Server, Database Administration, Data Management, DB2/UDB, C++, PL/SQL, Databases, SQL, Linux, Solaris, Shell Scripting, Data Modeling, Microsoft SQL Server, SDLC, XML, T-SQL, Data Migration, IBM AIX, DB2, Oracle SQL Developer
Education
Control Data Institute 1981 — 1982
Computer Programming
University of Michigan 1900 — 1904
BA
FedEx Ground November 2012 - September 2013
Walt Disney World January 2011 - July 2012
AT&T May 2009 - February 2011
Jackson Hewitt January 2009 - May 2009
Microsoft/SirsiDynix 2008 - 2008
IBM Global Services 2006 - 2008
Goldman Sachs 2000 - 2001
Charles Schwab 1996 - 1999
Skills
DB2 LUW 10.1, Unix, Unix Shell Scripting, Oracle, Perl, Data Warehousing, ETL, C, Sybase, Informix, SQL Server, Database Administration, Data Management, DB2/UDB, C++, PL/SQL, Databases, SQL, Linux, Solaris, Shell Scripting, Data Modeling, Microsoft SQL Server, SDLC, XML, T-SQL, Data Migration, IBM AIX, DB2, Oracle SQL Developer
Education
Control Data Institute 1981 — 1982
Computer Programming
University of Michigan 1900 — 1904
BA
Kamdin Saxton Kamdin Saxton's Charles Schwab Experience November 1999 - February 2007
Job Internal Audit Manager at EdAssist
Industry Education Management
Experience
EdAssist April 2013 - Present
EdAssist Formerly Tuition Advisory Services June 2010 - Present
First Marblehead June 2007 - October 2008
Charles Schwab November 1999 - February 2007
Skills
Higher Education, Internal Audit, Internal Controls, Internal Control..., Internal Compliance, Operations Management, Operational Risk, Operational Excellence, Workflow, Workflow Management, Financial Risk, Financial Services, Risk Management, Quality Auditing, Gap Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, SOX Compliancy, SOX 404, Equity Trading, Mutual Funds, ACATS, OFAC, Procedure Development, Financial Policies &..., Privacy Policies, Team Leadership, Project Management, Regulatory Requirements, Securities Regulation, Business Continuity..., Operational Support, Leadership, Training, Nonprofits, Non-profit Leadership, Software Documentation, Business Process, Process Improvement, Finance, Financial Regulation, Strategy, Team Building
Education
Harvard University 1996 — 1999
BA, Liberal Arts
UMass Boston 1988 — 1990
English Language and Literature/Letters
EdAssist April 2013 - Present
EdAssist Formerly Tuition Advisory Services June 2010 - Present
First Marblehead June 2007 - October 2008
Charles Schwab November 1999 - February 2007
Skills
Higher Education, Internal Audit, Internal Controls, Internal Control..., Internal Compliance, Operations Management, Operational Risk, Operational Excellence, Workflow, Workflow Management, Financial Risk, Financial Services, Risk Management, Quality Auditing, Gap Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, SOX Compliancy, SOX 404, Equity Trading, Mutual Funds, ACATS, OFAC, Procedure Development, Financial Policies &..., Privacy Policies, Team Leadership, Project Management, Regulatory Requirements, Securities Regulation, Business Continuity..., Operational Support, Leadership, Training, Nonprofits, Non-profit Leadership, Software Documentation, Business Process, Process Improvement, Finance, Financial Regulation, Strategy, Team Building
Education
Harvard University 1996 — 1999
BA, Liberal Arts
UMass Boston 1988 — 1990
English Language and Literature/Letters
Liz Tracy's Charles Schwab Experience June 1999 - October 2002
Job Business Manager at Zainer Rinehart Clarke CPAs
Industry Management Consulting
Experience
Zainer Rinehart Clarke CPAs November 2014 - Present
Merrimak Capital Company, LLC October 2011 - October 2014
Signal Financial Services, Inc. January 2009 - September 2011
Signal Financial Services, Inc. January 2003 - December 2008
Charles Schwab June 1999 - October 2002
Skills
Business Development, Customer Service, Entrepreneurship, Marketing Communications, Marketing, Microsoft Office, Strategic Planning, Sales, Social Media, Lease Financing, Cloud Computing, Microsoft Excel, PowerPoint, Account Management, Project Management, Databases, Microsoft Word, Material Handling..., Financial Analysis, Business Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Business Administration
Zainer Rinehart Clarke CPAs November 2014 - Present
Merrimak Capital Company, LLC October 2011 - October 2014
Signal Financial Services, Inc. January 2009 - September 2011
Signal Financial Services, Inc. January 2003 - December 2008
Charles Schwab June 1999 - October 2002
Skills
Business Development, Customer Service, Entrepreneurship, Marketing Communications, Marketing, Microsoft Office, Strategic Planning, Sales, Social Media, Lease Financing, Cloud Computing, Microsoft Excel, PowerPoint, Account Management, Project Management, Databases, Microsoft Word, Material Handling..., Financial Analysis, Business Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Business Administration
John Samartine John Samartine's Charles Schwab Experience May 2010 - Present
Job Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2010 - Present
Charles Schwab May 2010 - 2013
SunTrust Bank September 2007 - January 2010
Skills
Investments, Series 7, Series 63, Options, Fixed Annuities, Bloomberg, Financial Markets, Asset Management, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Retirement Planning, Fixed Income, FINRA, Wealth Management, Investment Advisory, Derivatives, Bonds
Education
University of Miami
Charles Schwab May 2010 - Present
Charles Schwab May 2010 - 2013
SunTrust Bank September 2007 - January 2010
Skills
Investments, Series 7, Series 63, Options, Fixed Annuities, Bloomberg, Financial Markets, Asset Management, Portfolio Management, Trading, Equities, Securities, Mutual Funds, Retirement Planning, Fixed Income, FINRA, Wealth Management, Investment Advisory, Derivatives, Bonds
Education
University of Miami
Rachel Hubbard Rachel Hubbard's Charles Schwab Experience February 2009 - April 2010
Job Trust Specialist at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank July 2014 - Present
JPMorgan Chase July 2012 - July 2014
JPMorgan Chase April 2010 - July 2012
Charles Schwab February 2009 - April 2010
Charles Schwab August 2007 - April 2010
Skills
Banking, Financial Services, Series 7, Series 63, Investments, Wealth Management, Mutual Funds, Fixed Income, Trading, Credit Cards
Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Finance and Banking
Fifth Third Bank July 2014 - Present
JPMorgan Chase July 2012 - July 2014
JPMorgan Chase April 2010 - July 2012
Charles Schwab February 2009 - April 2010
Charles Schwab August 2007 - April 2010
Skills
Banking, Financial Services, Series 7, Series 63, Investments, Wealth Management, Mutual Funds, Fixed Income, Trading, Credit Cards
Education
University of Missouri-Columbia
Bachelor of Science (B.S.), Finance and Banking
Alex Klingelhoeffer's Charles Schwab Experience April 2015 - Present
Job Financial Consultant at Chales Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab July 2013 - April 2015
KOMU-TV 2010 - August 2012
Missouri Digital News 2009 - 2010
Skills
Avid Newscutter, Avid, Broadcast, News Writing, Broadcast Journalism, Broadcast Television, Storytelling, ENPS, Social Media, Television Producing
Education
University of Missouri-Columbia 2008 — 2012
University of Missouri
Bachelor of Arts, Economics; econometrics, statistics, and corporate finance
University of Missouri
Bachelor, Journalism; radio and television broadcast journalism
Charles Schwab April 2015 - Present
Charles Schwab July 2013 - April 2015
KOMU-TV 2010 - August 2012
Missouri Digital News 2009 - 2010
Skills
Avid Newscutter, Avid, Broadcast, News Writing, Broadcast Journalism, Broadcast Television, Storytelling, ENPS, Social Media, Television Producing
Education
University of Missouri-Columbia 2008 — 2012
University of Missouri
Bachelor of Arts, Economics; econometrics, statistics, and corporate finance
University of Missouri
Bachelor, Journalism; radio and television broadcast journalism
Kyle Beatty Kyle Beatty's Charles Schwab Experience June 2000 - June 2004
Job Representative
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Nil Barua's Charles Schwab Experience October 2009 - May 2010
Job Retail Banking Sales at Best Bank
Industry Banking
Experience
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
Chris Callaway Chris Callaway's Charles Schwab Experience December 2013 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
Education
University of Miami 1994 — 1998
B.A., Business
Charles Schwab December 2013 - Present
Education
University of Miami 1994 — 1998
B.A., Business
Paul deSousa Paul deSousa's Charles Schwab Experience 1987 - 1996
Job Senior Instructional Technologist at University of Michigan School of Public Health
Industry Management Consulting
Experience
University of Michigan School of Public Health May 2008 - Present
COMPANIES BELLISLE January 1997 - Present
Ford Asia Pacific and Africa March 2002 - October 2005
E*Trade Securities 1996 - 1997
Charles Schwab 1987 - 1996
Skills
Organizational..., Instructional Design, E-Learning, Management, Leadership Development, Distance Learning, Consulting, Analysis, Training, Performance Improvement, Program Management, Higher Education, Leadership, Management Consulting, Staff Development, Change Management, Research, Strategic Planning, Employee Training, Project Management, Social Networking, Public Speaking, Captivate, Instructor-led Training, Curriculum Design, Adult Education, Blended Learning, Curriculum Development, Teaching, Needs Analysis
Education
University of Michigan-Dearborn 1999 — 2002
MA
California State University -- San Francisco
BA
University of Michigan School of Public Health May 2008 - Present
COMPANIES BELLISLE January 1997 - Present
Ford Asia Pacific and Africa March 2002 - October 2005
E*Trade Securities 1996 - 1997
Charles Schwab 1987 - 1996
Skills
Organizational..., Instructional Design, E-Learning, Management, Leadership Development, Distance Learning, Consulting, Analysis, Training, Performance Improvement, Program Management, Higher Education, Leadership, Management Consulting, Staff Development, Change Management, Research, Strategic Planning, Employee Training, Project Management, Social Networking, Public Speaking, Captivate, Instructor-led Training, Curriculum Design, Adult Education, Blended Learning, Curriculum Development, Teaching, Needs Analysis
Education
University of Michigan-Dearborn 1999 — 2002
MA
California State University -- San Francisco
BA
Robin Torres Robin Torres's Charles Schwab Experience March 1993 - October 2011
Job Owner biteCADDY.com
Industry Information Technology and Services
Experience
City of Scottsdale September 2015 - Present
bitecaddy.com November 2012 - Present
Charles Schwab March 1993 - October 2011
Skills
Agile Methodologies, XML, Web Services, C#, Integration, WCF Services, iOS development, Web Applications, SOA, Visio, Scrum, REST, Software Development, Software Design, Business Analysis, Software Project..., Cloud Computing, SharePoint, Business Process, Customer Service, Leadership, Project Management, Strategic Planning, Vendor Management, Budgets, Public Speaking
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Economics
City of Scottsdale September 2015 - Present
bitecaddy.com November 2012 - Present
Charles Schwab March 1993 - October 2011
Skills
Agile Methodologies, XML, Web Services, C#, Integration, WCF Services, iOS development, Web Applications, SOA, Visio, Scrum, REST, Software Development, Software Design, Business Analysis, Software Project..., Cloud Computing, SharePoint, Business Process, Customer Service, Leadership, Project Management, Strategic Planning, Vendor Management, Budgets, Public Speaking
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Economics
Kirsten Garen Kirsten Garen's Charles Schwab Experience January 1998 - December 2008
Job Chief Information Officer
Industry Banking
Experience
Bank of the West December 2011 - Present
Visa October 2009 - November 2011
Charles Schwab January 1998 - December 2008
Bankers Trust Company 1989 - 1997
Education
University of Michigan
BBA
University of Pennsylvania - The Wharton School
MBA
Bank of the West December 2011 - Present
Visa October 2009 - November 2011
Charles Schwab January 1998 - December 2008
Bankers Trust Company 1989 - 1997
Education
University of Michigan
BBA
University of Pennsylvania - The Wharton School
MBA
Mike Bischoff Mike Bischoff's Charles Schwab Experience May 1992 - May 1997
Job Certified Financial Planner Professional at Webb Financial Group
Industry Financial Services
Experience
Webb Financial Group May 1997 - Present
Webb Financial Group May 1997 - Present
Charles Schwab May 1992 - May 1997
IDS Financial 1989 - 1992
Skills
Investment Advisory, Securities, Strategic Financial..., Retirement Planning, Series 7, Alternative Investments, Wealth Management..., Portfolio Management, Investments, Asset Allocation, Finance, Mutual Funds, Financial Analysis, Financial Advisory, Hedge Funds, Investment Management, 401k, Equities, Financial Planners, Financial Services, Series 63, Financial Planning, Retirement, Wealth Management, Asset Management, Fixed Income
Education
University of Minnesota-Twin Cities 1984 — 1989
Webb Financial Group May 1997 - Present
Webb Financial Group May 1997 - Present
Charles Schwab May 1992 - May 1997
IDS Financial 1989 - 1992
Skills
Investment Advisory, Securities, Strategic Financial..., Retirement Planning, Series 7, Alternative Investments, Wealth Management..., Portfolio Management, Investments, Asset Allocation, Finance, Mutual Funds, Financial Analysis, Financial Advisory, Hedge Funds, Investment Management, 401k, Equities, Financial Planners, Financial Services, Series 63, Financial Planning, Retirement, Wealth Management, Asset Management, Fixed Income
Education
University of Minnesota-Twin Cities 1984 — 1989
Sakis Salas, CFP® Sakis Salas, CFP®'s Charles Schwab Experience October 1999 - July 2004
Job Portfolio Manager at Acropolis Investment Management, LLC
Industry Financial Services
Experience
Acropolis Investment Management, LLC October 2006 - Present
Thomson Reuters 2006 - 2006
First Horizon National Corporation 2004 - 2005
Charles Schwab October 1999 - July 2004
Skills
Investments, Portfolio Management, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Securities, Bonds, Mutual Funds, Financial Planning, Bloomberg, Fixed Income, Alternative Investments, Investment Management, Valuation, Risk Management, Strategic Financial..., Trading, Options, Financial Markets, Financial Services, FINRA, Financial Modeling, Fixed Annuities, Series 63, Series 7, High Net Worth..., Capital Markets, Estate Planning, Retirement, Uniform Combined State..., Financial Risk, Insurance, Financial Advisory, Loans, Mortgage Lending, Financial Planners, Wealth, 401k
Education
University of Missouri-Saint Louis 1994 — 1997
Bachelor of Science in Business Administration
University of Missouri-Columbia 1992 — 1993
Acropolis Investment Management, LLC October 2006 - Present
Thomson Reuters 2006 - 2006
First Horizon National Corporation 2004 - 2005
Charles Schwab October 1999 - July 2004
Skills
Investments, Portfolio Management, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Securities, Bonds, Mutual Funds, Financial Planning, Bloomberg, Fixed Income, Alternative Investments, Investment Management, Valuation, Risk Management, Strategic Financial..., Trading, Options, Financial Markets, Financial Services, FINRA, Financial Modeling, Fixed Annuities, Series 63, Series 7, High Net Worth..., Capital Markets, Estate Planning, Retirement, Uniform Combined State..., Financial Risk, Insurance, Financial Advisory, Loans, Mortgage Lending, Financial Planners, Wealth, 401k
Education
University of Missouri-Saint Louis 1994 — 1997
Bachelor of Science in Business Administration
University of Missouri-Columbia 1992 — 1993
Selden Frisbee Selden Frisbee's Charles Schwab Experience September 2009 - April 2012
Job Corporate Strategy Consultant, Entrepreneur
Industry Financial Services
Experience
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Diversified Trust Company January 2014 - Present
Diversified Trust Company April 2012 - December 2013
Charles Schwab September 2009 - April 2012
Charles Schwab August 2006 - September 2009
Diversified Trust Company July 2005 - December 2005
Accenture August 2002 - June 2004
Fisher Investments May 2002 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Wealth Management, Financial Services, Business Strategy, Management Consulting, Corporate Development, Project Management, Investments, Financial Modeling, Asset Managment, Venture Development, Strategic Financial..., Valuation, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Asset Management, Management
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA
University of Montana 1997 — 2001
B.S.
Ronald J. Manto Ronald J. Manto's Charles Schwab Experience 1989 - 1992
Job The Law Offices of Ronald J. Manto, P.A.
Industry Law Practice
Experience
Amazonic Ventures, LLC dba Nativo Amazon Acai January 2006 - Present
The Baez Law Firm August 2012 - February 2014
Manto & Kassebaum, LLP 1999 - July 2012
Law Offices of Walter A. Reynoso, PA September 1994 - December 1999
Charles Schwab 1989 - 1992
Skills
Appeals, Criminal Law, Criminal Defense, White Collar Criminal..., Commercial Litigation, Litigation, Trials, Civil Litigation, Courts, Product Liability, Litigation Support, Legal Research, Fraud, Personal Injury, Arbitration, Bankruptcy, Hearings, Alternative Dispute..., Legal Writing, Trial Practice
Education
Widener University School of Law 1991 — 1994
J.D., LAW
University of Miami 1984 — 1988
BBA, Finance
Amazonic Ventures, LLC dba Nativo Amazon Acai January 2006 - Present
The Baez Law Firm August 2012 - February 2014
Manto & Kassebaum, LLP 1999 - July 2012
Law Offices of Walter A. Reynoso, PA September 1994 - December 1999
Charles Schwab 1989 - 1992
Skills
Appeals, Criminal Law, Criminal Defense, White Collar Criminal..., Commercial Litigation, Litigation, Trials, Civil Litigation, Courts, Product Liability, Litigation Support, Legal Research, Fraud, Personal Injury, Arbitration, Bankruptcy, Hearings, Alternative Dispute..., Legal Writing, Trial Practice
Education
Widener University School of Law 1991 — 1994
J.D., LAW
University of Miami 1984 — 1988
BBA, Finance
Steven Mula, CFA Steven Mula, CFA's Charles Schwab Experience June 2000 - May 2005
Job Chief Investment Officer at JJ Burns & Company
Industry Financial Services
Experience
JJ Burns & Company March 2014 - Present
Prestige Wealth Management Group April 2012 - March 2013
Stamford CFA Society June 2011 - June 2012
BlackRock September 2007 - December 2008
GE Asset Management June 2005 - September 2007
Charles Schwab June 2000 - May 2005
Banc of America Investments January 1998 - June 2000
Banc of America Investments October 1995 - January 1998
State Street Bank 1993 - 1995
Skills
Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg, Analysis, Product Management, Product Development, Fixed Income, ETFs, Analytics, Salesforce.com, Tamarac Rebalancer, Tamarac Advisor View
Education
University of Massachusetts Boston
BA, Economics (degree), math, literature
University of Massachusetts Boston
Bachelor's degree / Economics, Liberal Arts and Sciences, General Studies and Humanities
JJ Burns & Company March 2014 - Present
Prestige Wealth Management Group April 2012 - March 2013
Stamford CFA Society June 2011 - June 2012
BlackRock September 2007 - December 2008
GE Asset Management June 2005 - September 2007
Charles Schwab June 2000 - May 2005
Banc of America Investments January 1998 - June 2000
Banc of America Investments October 1995 - January 1998
State Street Bank 1993 - 1995
Skills
Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg, Analysis, Product Management, Product Development, Fixed Income, ETFs, Analytics, Salesforce.com, Tamarac Rebalancer, Tamarac Advisor View
Education
University of Massachusetts Boston
BA, Economics (degree), math, literature
University of Massachusetts Boston
Bachelor's degree / Economics, Liberal Arts and Sciences, General Studies and Humanities
Robert Spierdowis, CFP® Robert Spierdowis, CFP®'s Charles Schwab Experience February 2010 - July 2011
Job Sales Manager at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Voya Financial Advisors July 2012 - Present
Massachusetts Air National Guard November 2010 - Present
Merrill Edge July 2011 - June 2012
Charles Schwab February 2010 - July 2011
Banc of America Investments October 2005 - March 2009
Morgan Stanley October 2004 - October 2005
AmSouth Bank June 2003 - October 2004
Charles Schwab July 1993 - December 2002
United States Marine Corps 1984 - 1997
Scudder Investments September 1990 - July 1993
Education
University of Massachusetts, Amherst 1980 — 1984
BA, Economics
Denise LaBuda Denise LaBuda's Charles Schwab Experience 1995 - 1998
Job Persuasive Marketing | Strategic Leadership | Brand Management
Industry E-Learning
Experience
Economic Independence Group, LLC August 2007 - Present
Financial Fitness Group February 2014 - 2015
LearningTimes 2011 - 2014
Manifeste Marketing 2009 - 2011
One Day University 2008 - 2009
Intuit 2004 - 2007
LaBuda Associates 1998 - 2004
Charles Schwab 1995 - 1998
Skills
Marketing Strategy, Entrepreneurship, Start-ups, Direct Marketing, Marketing, Web Analytics, Marketing Communications, Product Marketing, Email Marketing, Strategic Planning, Product Management, Online Advertising, Product Development, Social Media, Business Development, Customer Acquisition, Lead Generation, Integrated Marketing, SaaS, Cross-functional Team..., Database Marketing, E-commerce, Demand Generation, Multi-channel Marketing, Digital Marketing, SEM, Virtual Teams, Educational Technology, Leadership, Education, B2B, Advertising, Product Launch, Strategic Partnerships, Brand Management, Social Media Marketing, CRM, Business Strategy, P&L Management, Sales, Analytics, Direct Mail, Competitive Analysis, Consulting, Go-to-market Strategy, Online Marketing, Brand Development, Media Planning, Public Relations, Salesforce.com
Education
University of Michigan
BS
University of San Francisco
MA
Economic Independence Group, LLC August 2007 - Present
Financial Fitness Group February 2014 - 2015
LearningTimes 2011 - 2014
Manifeste Marketing 2009 - 2011
One Day University 2008 - 2009
Intuit 2004 - 2007
LaBuda Associates 1998 - 2004
Charles Schwab 1995 - 1998
Skills
Marketing Strategy, Entrepreneurship, Start-ups, Direct Marketing, Marketing, Web Analytics, Marketing Communications, Product Marketing, Email Marketing, Strategic Planning, Product Management, Online Advertising, Product Development, Social Media, Business Development, Customer Acquisition, Lead Generation, Integrated Marketing, SaaS, Cross-functional Team..., Database Marketing, E-commerce, Demand Generation, Multi-channel Marketing, Digital Marketing, SEM, Virtual Teams, Educational Technology, Leadership, Education, B2B, Advertising, Product Launch, Strategic Partnerships, Brand Management, Social Media Marketing, CRM, Business Strategy, P&L Management, Sales, Analytics, Direct Mail, Competitive Analysis, Consulting, Go-to-market Strategy, Online Marketing, Brand Development, Media Planning, Public Relations, Salesforce.com
Education
University of Michigan
BS
University of San Francisco
MA
Bryan Bruner, MBA Bryan Bruner, MBA's Charles Schwab Experience 2009 - 2009
Job Commercial Underwriter at AIG
Industry Insurance
Experience
AIG February 2014 - Present
Vision Auto Sales 2008 - Present
Custard Insurance Adjusters November 2011 - February 2014
Farmers Insurance November 2009 - November 2011
Charles Schwab 2009 - 2009
Skills
Property & Casualty..., Liability, Commercial Insurance, Insurance, Workers Compensation, Customer Service, Microsoft Excel, Legal Liability, Underwriting, Claim, PowerPoint, Professional Liability, Outlook, Property Damage, Microsoft Office, Marketing, Management, Claims Handling, Claim Investigation, Negotiation, Budgeting, Sales, Client Service, Social Media, Inventory Management, General Insurance, Casualty, Customer Retention, Claims Management, Process Improvement
Education
Webster University 2010 — 2013
Master of Business Administration w/ Emphasis in Marketing
University of Missouri-Columbia 2004 — 2008
Bachelors of Arts, Marketing w/ emphasis in Management and Sociology
Hickman Mills High School 1999 — 2003
Diploma
AIG February 2014 - Present
Vision Auto Sales 2008 - Present
Custard Insurance Adjusters November 2011 - February 2014
Farmers Insurance November 2009 - November 2011
Charles Schwab 2009 - 2009
Skills
Property & Casualty..., Liability, Commercial Insurance, Insurance, Workers Compensation, Customer Service, Microsoft Excel, Legal Liability, Underwriting, Claim, PowerPoint, Professional Liability, Outlook, Property Damage, Microsoft Office, Marketing, Management, Claims Handling, Claim Investigation, Negotiation, Budgeting, Sales, Client Service, Social Media, Inventory Management, General Insurance, Casualty, Customer Retention, Claims Management, Process Improvement
Education
Webster University 2010 — 2013
Master of Business Administration w/ Emphasis in Marketing
University of Missouri-Columbia 2004 — 2008
Bachelors of Arts, Marketing w/ emphasis in Management and Sociology
Hickman Mills High School 1999 — 2003
Diploma
Steven Lefler Steven Lefler's Charles Schwab Experience 1995 - 2001
Job Agent at State Farm Insurance
Industry Insurance
Experience
Lefler Ins & Fin Svcs., Inc. June 2004 - Present
State Farm Insurance June 2004 - Present
State Farm Insurance April 2002 - June 2004
Charles Schwab 1995 - 2001
Prudential Bache Securities November 1993 - December 1994
Skills
Insurance, Life Insurance, Mutual Funds, Property & Casualty..., Term Life Insurance, Portfolio Management, Disability Insurance, Health Insurance, Fixed Annuities, Financial Services, Umbrella Insurance, Whole Life, Investments, Homeowners, Mortgage Lending, Long-term Care, Small Business, General Insurance, Commercial Insurance, Universal Life, Liability, Series 7, Renters, Underwriting, Financial Planners, IRAs, Inland Marine, Commercial Lines, Motorcycle, Long Term Care Insurance, Professional Liability, Employment Practices..., Casualty, Brokerage, Employee Benefits, Workers Compensation, Retirement, Claim, Excess, 401k, Accident, Health Savings Accounts, Brokers, Series 6, Risk Management, D&O, Legal Liability, Critical Illness, Retirement Planning, Series 63
Education
University of Missouri-Saint Louis 1989 — 1994
BSBA, Finance
Lefler Ins & Fin Svcs., Inc. June 2004 - Present
State Farm Insurance June 2004 - Present
State Farm Insurance April 2002 - June 2004
Charles Schwab 1995 - 2001
Prudential Bache Securities November 1993 - December 1994
Skills
Insurance, Life Insurance, Mutual Funds, Property & Casualty..., Term Life Insurance, Portfolio Management, Disability Insurance, Health Insurance, Fixed Annuities, Financial Services, Umbrella Insurance, Whole Life, Investments, Homeowners, Mortgage Lending, Long-term Care, Small Business, General Insurance, Commercial Insurance, Universal Life, Liability, Series 7, Renters, Underwriting, Financial Planners, IRAs, Inland Marine, Commercial Lines, Motorcycle, Long Term Care Insurance, Professional Liability, Employment Practices..., Casualty, Brokerage, Employee Benefits, Workers Compensation, Retirement, Claim, Excess, 401k, Accident, Health Savings Accounts, Brokers, Series 6, Risk Management, D&O, Legal Liability, Critical Illness, Retirement Planning, Series 63
Education
University of Missouri-Saint Louis 1989 — 1994
BSBA, Finance
John S Brana's Charles Schwab Experience August 1997 - January 2004
Job Jewelry Designer John S Brana Handmade Jewelry
Industry Luxury Goods & Jewelry
Experience
John S. Brana - Handcrafted Designer Jewelry San Francisco, California October 2004 - Present
Charles Schwab August 1997 - January 2004
Bronson, Bronson, McKinnon LLP September 1993 - August 1997
Union Bank of California March 1992 - August 1993
Skills
Vendor Relations, Entrepreneur, Business Planning, Forecasting, Start-ups, SEO, E-commerce SEO, Marketing, Leadership, Entrepreneurship, Fashion, Management, Budgets, Competitive Analysis, Market Research, Finance, Retail, Marketing Strategy, Merchandising, Sales
Education
University of Michigan 1988 — 1990
MBA, Finance/International Economics
University of Michigan 1982 — 1986
BA, Economics
John S. Brana - Handcrafted Designer Jewelry San Francisco, California October 2004 - Present
Charles Schwab August 1997 - January 2004
Bronson, Bronson, McKinnon LLP September 1993 - August 1997
Union Bank of California March 1992 - August 1993
Skills
Vendor Relations, Entrepreneur, Business Planning, Forecasting, Start-ups, SEO, E-commerce SEO, Marketing, Leadership, Entrepreneurship, Fashion, Management, Budgets, Competitive Analysis, Market Research, Finance, Retail, Marketing Strategy, Merchandising, Sales
Education
University of Michigan 1988 — 1990
MBA, Finance/International Economics
University of Michigan 1982 — 1986
BA, Economics
Jared Hyman Jared Hyman's Charles Schwab Experience July 2014 - February 2015
Job 401(k) Sales Assistant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Charles Schwab July 2014 - February 2015
Integral Resources April 2012 - May 2014
The Garage Team Mazda May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Databases, Leadership, Event Planning, Event Management, Fundraising, Social Media, Facebook, Microsoft Office, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking
Tesoro High School 2006 — 2010
Transamerica Retirement Solutions March 2015 - Present
Charles Schwab July 2014 - February 2015
Integral Resources April 2012 - May 2014
The Garage Team Mazda May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Public Speaking, Databases, Leadership, Event Planning, Event Management, Fundraising, Social Media, Facebook, Microsoft Office, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Economics, Banking
Tesoro High School 2006 — 2010
Allison Cohn Allison Cohn's Charles Schwab Experience September 2000 - July 2004
Job Senior Manager Human Resources at General Mills
Industry Consumer Goods
Experience
General Mills April 2015 - Present
General Mills November 2011 - March 2015
General Mills March 2008 - November 2011
General Mills June 2006 - March 2008
Chevron June 2005 - August 2005
Charles Schwab September 2000 - July 2004
Skills
Human Resources, Performance Management, Management, Recruiting, Employee Training, Workforce Planning, Succession Planning, College Recruiting, Leadership, Personnel Management, Talent Management, Onboarding, Labor Relations, Employee Relations, Employee Engagement, Deferred Compensation, Organizational Design, Talent Acquisition, Hiring
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MA-HRIR, Human Resources
University of Puget Sound 1996 — 2000
BA Business Administration, General Management - Marketing
General Mills April 2015 - Present
General Mills November 2011 - March 2015
General Mills March 2008 - November 2011
General Mills June 2006 - March 2008
Chevron June 2005 - August 2005
Charles Schwab September 2000 - July 2004
Skills
Human Resources, Performance Management, Management, Recruiting, Employee Training, Workforce Planning, Succession Planning, College Recruiting, Leadership, Personnel Management, Talent Management, Onboarding, Labor Relations, Employee Relations, Employee Engagement, Deferred Compensation, Organizational Design, Talent Acquisition, Hiring
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MA-HRIR, Human Resources
University of Puget Sound 1996 — 2000
BA Business Administration, General Management - Marketing
Kerriann Mooney Kerriann Mooney's Charles Schwab Experience March 2014 - Present
Job Portfolio Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Houston's Restaurant July 2011 - March 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Budgets, Accounting, Strategic Planning, Teamwork, Forecasting, Time Management, Inventory Management, Sales, Leadership, Finance
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, Gradauate
Charles Schwab March 2014 - Present
Houston's Restaurant July 2011 - March 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Budgets, Accounting, Strategic Planning, Teamwork, Forecasting, Time Management, Inventory Management, Sales, Leadership, Finance
Education
University of Missouri-Kansas City 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, Gradauate
Amanda Ball Amanda Ball's Charles Schwab Experience October 2013 - Present
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab October 2011 - October 2013
Charles Schwab June 2009 - October 2011
Charles Schwab October 2007 - June 2009
Wells Fargo April 2004 - October 2007
Wells Fargo Bank March 2002 - April 2004
Skills
Financial Services, Product Management, Marketing, Cross-functional Team..., Banking, Series 7, Event Planning, Sales, Process Improvement, Product Marketing, Series 63, Strategy
Education
University of Missouri-Columbia, College of Business 1997 — 2001
Bachelor's Degree
Charles Schwab October 2013 - Present
Charles Schwab October 2011 - October 2013
Charles Schwab June 2009 - October 2011
Charles Schwab October 2007 - June 2009
Wells Fargo April 2004 - October 2007
Wells Fargo Bank March 2002 - April 2004
Skills
Financial Services, Product Management, Marketing, Cross-functional Team..., Banking, Series 7, Event Planning, Sales, Process Improvement, Product Marketing, Series 63, Strategy
Education
University of Missouri-Columbia, College of Business 1997 — 2001
Bachelor's Degree
Joe Troiano Joe Troiano's Charles Schwab Experience 2008 - 2009
Job Contract Payroll Manager at New Relic, Inc.
Industry Financial Services
Experience
New Relic, Inc. January 2015 - Present
Salesforce August 2014 - September 2014
Splunk, Inc. May 2011 - February 2014
InsideTrack July 2009 - March 2011
Charles Schwab 2008 - 2009
Pacific Gas & Electric 2007 - 2008
Regulus 2005 - 2006
Alameda County Medical Center 2001 - 2005
carclub.com/J.D. Power Clubs, Inc. 2000 - 2001
Santa Rosa Junior College 1999 - 2001
Skills
PeopleSoft, ADP Payroll, SAP, Ceridian, Software, Ultipro, HRIS, Human Resources, Employee Benefits, Payroll, Applicant Tracking..., Performance Management, Onboarding, Talent Management, Sourcing, Personnel Management, Vendor Management, College Recruiting, Technical Recruiting, Employee Engagement, HR Policies, Interviews, Talent Acquisition, Coaching, Organizational..., Employment Law, Accounting, Payroll Taxes, Auditing, Leadership Development, Management, Training, Process Improvement, Project Management, Benefits Administration, Organizational..., Succession Planning, Change Management, Workforce Planning, Leadership, Recruiting, Salesforce.com
Education
University of Massachusetts, Amherst 1987 — 1989
BA
New Relic, Inc. January 2015 - Present
Salesforce August 2014 - September 2014
Splunk, Inc. May 2011 - February 2014
InsideTrack July 2009 - March 2011
Charles Schwab 2008 - 2009
Pacific Gas & Electric 2007 - 2008
Regulus 2005 - 2006
Alameda County Medical Center 2001 - 2005
carclub.com/J.D. Power Clubs, Inc. 2000 - 2001
Santa Rosa Junior College 1999 - 2001
Skills
PeopleSoft, ADP Payroll, SAP, Ceridian, Software, Ultipro, HRIS, Human Resources, Employee Benefits, Payroll, Applicant Tracking..., Performance Management, Onboarding, Talent Management, Sourcing, Personnel Management, Vendor Management, College Recruiting, Technical Recruiting, Employee Engagement, HR Policies, Interviews, Talent Acquisition, Coaching, Organizational..., Employment Law, Accounting, Payroll Taxes, Auditing, Leadership Development, Management, Training, Process Improvement, Project Management, Benefits Administration, Organizational..., Succession Planning, Change Management, Workforce Planning, Leadership, Recruiting, Salesforce.com
Education
University of Massachusetts, Amherst 1987 — 1989
BA
Jack Kim Jack Kim's Charles Schwab Experience 1997 - 2003
Job Principal at KORE Investments
Industry Commercial Real Estate
Experience
KORE Investments, LLC July 2003 - Present
Peakview Center Executive Suites 2007 - Present
Denver Scholarship Foundation May 2008 - August 2014
Charles Schwab 1997 - 2003
Fidelity Investments 1995 - 1997
Skills
Negotiation, Asset Management, Investments, Economics, Real Estate, Contract Negotiation, Strategic Planning, Public Policy, Political Campaigns, Asset Managment, Commercial Real Estate, Financial Analysis, Leases, Non-profits, Brokerage, Real Estate Development, Shopping Centers, Land Acquisition, Corporate Real Estate, Nonprofits, Mergers & Acquisitions, Property Management, Joint Ventures, Investment Properties, Small Business, Lease Negotiations, Executive Management
Education
Ann Arbor Huron High School 1983 — 1985
Herricks High School 1982 — 1985
University of Michigan
Western Michigan University
M.A., Economics
KORE Investments, LLC July 2003 - Present
Peakview Center Executive Suites 2007 - Present
Denver Scholarship Foundation May 2008 - August 2014
Charles Schwab 1997 - 2003
Fidelity Investments 1995 - 1997
Skills
Negotiation, Asset Management, Investments, Economics, Real Estate, Contract Negotiation, Strategic Planning, Public Policy, Political Campaigns, Asset Managment, Commercial Real Estate, Financial Analysis, Leases, Non-profits, Brokerage, Real Estate Development, Shopping Centers, Land Acquisition, Corporate Real Estate, Nonprofits, Mergers & Acquisitions, Property Management, Joint Ventures, Investment Properties, Small Business, Lease Negotiations, Executive Management
Education
Ann Arbor Huron High School 1983 — 1985
Herricks High School 1982 — 1985
University of Michigan
Western Michigan University
M.A., Economics
James Lastoskie James Lastoskie's Charles Schwab Experience 2014 - Present
Job Business Strategy | Product Development | Product Management | Internal Consulting | Business Development
Industry Financial Services
Experience
Charles Schwab 2014 - Present
BlackRock 2011 - 2013
BlackRock's iShares 2008 - 2011
Barclays Global Investors 2006 - 2008
Amazon 2005 - 2005
Northwest Airlines 2005 - 2005
The NASDAQ Stock Market INC 2000 - 2003
LECG 1998 - 2000
Skills
Investment Strategies, Mutual Funds, Business Strategy, 401k, Retirement, Series 7, ETFs, Asset Management, Investments, Product Management, Competitive Analysis, Asset Managment, Defined Benefit, Securities, Start-ups, Leadership, Product Development, Strategic Partnerships, Strategic Planning, Analysis, Market Analysis, Data Analysis, Business Analysis, Marketing Strategy, Market Research, Qualified Retirement..., Capital Markets, Econometrics, Statistics, Statistical Modeling, Product Marketing, Team Building, Team Leadership, Team Management, Cross-functional Team..., AIF, Content Marketing, Public Speaking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy and Finance
The College of William and Mary 1994 — 1998
BA, Economics and History
Charles Schwab 2014 - Present
BlackRock 2011 - 2013
BlackRock's iShares 2008 - 2011
Barclays Global Investors 2006 - 2008
Amazon 2005 - 2005
Northwest Airlines 2005 - 2005
The NASDAQ Stock Market INC 2000 - 2003
LECG 1998 - 2000
Skills
Investment Strategies, Mutual Funds, Business Strategy, 401k, Retirement, Series 7, ETFs, Asset Management, Investments, Product Management, Competitive Analysis, Asset Managment, Defined Benefit, Securities, Start-ups, Leadership, Product Development, Strategic Partnerships, Strategic Planning, Analysis, Market Analysis, Data Analysis, Business Analysis, Marketing Strategy, Market Research, Qualified Retirement..., Capital Markets, Econometrics, Statistics, Statistical Modeling, Product Marketing, Team Building, Team Leadership, Team Management, Cross-functional Team..., AIF, Content Marketing, Public Speaking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
MBA, Corporate Strategy and Finance
The College of William and Mary 1994 — 1998
BA, Economics and History
Gary Byrne Gary Byrne's Charles Schwab Experience July 2011 - August 2012
Job Business Analyst
Industry Information Technology and Services
Experience
The Walt Disney Company August 2013 - Present
Alinean May 2012 - July 2013
Charles Schwab July 2011 - August 2012
SAIC May 2010 - July 2011
Florida Hospital April 2011 - April 2011
Empower Software Solutions 2010 - 2011
Siemens October 2009 - March 2010
Gartner December 2006 - November 2007
MetLife January 1999 - April 2004
Skills
Microsoft Excel, VBA, Process Improvement, Analysis, Data Analysis, Project Management, Business Analysis, Requirements Analysis, Business Process, SharePoint, MS Project, Cross-functional Team..., Program Management, Visio, Microsoft Project
Education
University of Massachusetts Lowell 1985 — 1991
BSBA, Finance
Natick High School 1981 — 1985
The Walt Disney Company August 2013 - Present
Alinean May 2012 - July 2013
Charles Schwab July 2011 - August 2012
SAIC May 2010 - July 2011
Florida Hospital April 2011 - April 2011
Empower Software Solutions 2010 - 2011
Siemens October 2009 - March 2010
Gartner December 2006 - November 2007
MetLife January 1999 - April 2004
Skills
Microsoft Excel, VBA, Process Improvement, Analysis, Data Analysis, Project Management, Business Analysis, Requirements Analysis, Business Process, SharePoint, MS Project, Cross-functional Team..., Program Management, Visio, Microsoft Project
Education
University of Massachusetts Lowell 1985 — 1991
BSBA, Finance
Natick High School 1981 — 1985
Marcy Rich Marcy Rich's Charles Schwab Experience July 2008 - December 2008
Job Operations Specialist at PCBB Capital Markets
Industry Financial Services
Experience
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
Dan Longman Dan Longman's Charles Schwab Experience 1999 - 2007
Job IT Infrastructure Design & Engineering / Technical Project Management
Industry Information Technology and Services
Experience
Kaiser Permanente 2011 - Present
Facebook October 2010 - December 2010
Wells Fargo June 2009 - September 2010
Charles Schwab Inc. March 2007 - November 2008
Charles Schwab 1999 - 2007
Inteliant Technologies 1995 - 1999
Smith Barney 1983 - 1995
Education
University of Missouri-Columbia
BA, US History
Kaiser Permanente 2011 - Present
Facebook October 2010 - December 2010
Wells Fargo June 2009 - September 2010
Charles Schwab Inc. March 2007 - November 2008
Charles Schwab 1999 - 2007
Inteliant Technologies 1995 - 1999
Smith Barney 1983 - 1995
Education
University of Missouri-Columbia
BA, US History
Stephanie Glashow Stephanie Glashow's Charles Schwab Experience 1997 - 2003
Job Vice President, Marketing at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2010 - Present
E*TRADE Financial July 2009 - January 2010
E*TRADE Financial September 2006 - July 2009
E*TRADE Financial March 2004 - September 2006
Charles Schwab 1997 - 2003
Jossey-Bass Publishers 1995 - 1997
Skills
Financial Services, Customer Acquisition, Vendor Management, Direct Marketing, Integrated Marketing, Customer Experience, Customer Retention, Direct Mail Programs, Management, Analytics, Database Marketing, Product Management, CRM, Multi-channel Marketing, Competitive Analysis, Securities, Marketing
Education
University of Michigan 1988 — 1992
BA
l'Universite d'Aix-Marseille III 1990 — 1991
E*TRADE Financial January 2010 - Present
E*TRADE Financial July 2009 - January 2010
E*TRADE Financial September 2006 - July 2009
E*TRADE Financial March 2004 - September 2006
Charles Schwab 1997 - 2003
Jossey-Bass Publishers 1995 - 1997
Skills
Financial Services, Customer Acquisition, Vendor Management, Direct Marketing, Integrated Marketing, Customer Experience, Customer Retention, Direct Mail Programs, Management, Analytics, Database Marketing, Product Management, CRM, Multi-channel Marketing, Competitive Analysis, Securities, Marketing
Education
University of Michigan 1988 — 1992
BA
l'Universite d'Aix-Marseille III 1990 — 1991
Larisa Gershilevich Larisa Gershilevich's Charles Schwab Experience May 2003 - November 2004
Job Sales Manager, Wells Fargo Advisors Solutions, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
james mccawley james mccawley's Charles Schwab Experience August 1987 - Present
Job
Industry Financial Services
Experience
Charles Schwab August 1987 - Present
Education
University of Michigan 1977 — 1980
Bachelor's degree, Political Science and Government
Charles Schwab August 1987 - Present
Education
University of Michigan 1977 — 1980
Bachelor's degree, Political Science and Government
Erica Gates's Charles Schwab Experience 2003 - 2008
Job Senior Team Manager, Business Strategy
Industry Financial Services
Experience
Charles Schwab Investment Management February 2013 - Present
Charles Schwab Investment Management 2008 - 2013
Charles Schwab 2003 - 2008
Charles Schwab 2000 - 2003
Credit Suisse (CS First Boston, Credit Suisse First Boston) 1993 - 1999
Skills
Series 7, Series 63, Thought Leadership, Strategic Communications, Executive..., Leadership, Marketing, Strategy, Project Management, Product Management, Mutual Funds, Financial Services, Investments, Fixed Income, Capital Markets, Equities
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's Degree
Charles Schwab Investment Management February 2013 - Present
Charles Schwab Investment Management 2008 - 2013
Charles Schwab 2003 - 2008
Charles Schwab 2000 - 2003
Credit Suisse (CS First Boston, Credit Suisse First Boston) 1993 - 1999
Skills
Series 7, Series 63, Thought Leadership, Strategic Communications, Executive..., Leadership, Marketing, Strategy, Project Management, Product Management, Mutual Funds, Financial Services, Investments, Fixed Income, Capital Markets, Equities
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's Degree
Shuyi Wang Shuyi Wang's Charles Schwab Experience July 2000 - November 2001
Job Asian Segment Strategy Leader at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2002 - Present
Charles Schwab July 2000 - November 2001
US Bank June 1999 - June 2000
Medtronic June 1998 - June 1999
Ericsson March 1997 - August 1997
Cathay Life Insurance Co. July 1995 - March 1997
Skills
Product Development, Training, Segmentation, Large Scale Systems, Customer Acquisition, Integrated Marketing, Financial Services, Relationship Management, Database Marketing, Marketing Strategy, Analytics, Cross-functional Team..., Direct Marketing, Product Management, Credit Cards, Strategy, Marketing, Program Management, Social Media Marketing, Multi-channel Marketing, Analysis, Advertising, Team Leadership, Sales Management, Strategic Partnerships, Competitive Analysis, Management, Mergers
Education
University of Minnesota-Twin Cities 1997 — 1999
MBA, Marketing
Fu Jen University 1991 — 1995
BA, International Business
Wells Fargo Bank February 2002 - Present
Charles Schwab July 2000 - November 2001
US Bank June 1999 - June 2000
Medtronic June 1998 - June 1999
Ericsson March 1997 - August 1997
Cathay Life Insurance Co. July 1995 - March 1997
Skills
Product Development, Training, Segmentation, Large Scale Systems, Customer Acquisition, Integrated Marketing, Financial Services, Relationship Management, Database Marketing, Marketing Strategy, Analytics, Cross-functional Team..., Direct Marketing, Product Management, Credit Cards, Strategy, Marketing, Program Management, Social Media Marketing, Multi-channel Marketing, Analysis, Advertising, Team Leadership, Sales Management, Strategic Partnerships, Competitive Analysis, Management, Mergers
Education
University of Minnesota-Twin Cities 1997 — 1999
MBA, Marketing
Fu Jen University 1991 — 1995
BA, International Business
Butch Davis's Charles Schwab Experience November 2011 - October 2012
Job Research Associate at PitchBook Data
Industry Financial Services
Experience
PitchBook Data June 2015 - Present
Vanguard January 2013 - May 2015
Charles Schwab November 2011 - October 2012
Eye Care Centers of America May 2010 - January 2011
Tigers Credit Union August 2008 - July 2009
Skills
Economics, Finance, Microsoft Excel, Investments, Analysis, Portfolio Management, Banking, Financial Risk, Mutual Funds, Financial Analysis, Risk Management, Financial Services, Strategy, Customer Service, Public Speaking
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Economics
PitchBook Data June 2015 - Present
Vanguard January 2013 - May 2015
Charles Schwab November 2011 - October 2012
Eye Care Centers of America May 2010 - January 2011
Tigers Credit Union August 2008 - July 2009
Skills
Economics, Finance, Microsoft Excel, Investments, Analysis, Portfolio Management, Banking, Financial Risk, Mutual Funds, Financial Analysis, Risk Management, Financial Services, Strategy, Customer Service, Public Speaking
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (B.S.), Economics
Stephen Saulnier Stephen Saulnier's Charles Schwab Experience May 1998 - Present
Job VP Sr Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1998 - Present
Skills
Portfolio Management, Investments, Mutual Funds, Marketing Strategy
Education
University of Massachusetts Lowell 1989 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Charles Schwab May 1998 - Present
Skills
Portfolio Management, Investments, Mutual Funds, Marketing Strategy
Education
University of Massachusetts Lowell 1989 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Meredith Varney Meredith Varney's Charles Schwab Experience September 2011 - July 2014
Job Project Manager at TransFirst (Scrum Master certified)
Industry Financial Services
Experience
TransFirst August 2014 - Present
Pi Beta Phi Fraternity January 2014 - August 2014
Charles Schwab September 2011 - July 2014
TEKsystems September 2010 - September 2011
TEKsystems April 2008 - April 2010
TIAA-CREF January 2002 - August 2007
TIAA-CREF January 2001 - January 2002
TIAA-CREF September 1996 - January 2001
Skills
Project Management, Relationship Management, Cross-functional Team..., Visio, Financial Services, Team Leadership, Agile Project Management, Training, Agile Methodologies
Education
University of Mississippi 1989 — 1993
BS
Mountain Goat Software 2012 — 2012
Scrum Master Certification for Agile Methodology, April 2012
Cheetah Learning
Project Management Professional, Cheetah Learning Course, Project Management Body of Knowledge, 2005
TransFirst August 2014 - Present
Pi Beta Phi Fraternity January 2014 - August 2014
Charles Schwab September 2011 - July 2014
TEKsystems September 2010 - September 2011
TEKsystems April 2008 - April 2010
TIAA-CREF January 2002 - August 2007
TIAA-CREF January 2001 - January 2002
TIAA-CREF September 1996 - January 2001
Skills
Project Management, Relationship Management, Cross-functional Team..., Visio, Financial Services, Team Leadership, Agile Project Management, Training, Agile Methodologies
Education
University of Mississippi 1989 — 1993
BS
Mountain Goat Software 2012 — 2012
Scrum Master Certification for Agile Methodology, April 2012
Cheetah Learning
Project Management Professional, Cheetah Learning Course, Project Management Body of Knowledge, 2005
Pete Bazylewicz Pete Bazylewicz's Charles Schwab Experience October 2000 - April 2003
Job Director of Business Development at Guzman & Company
Industry Investment Management
Experience
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Guzman & Company July 2014 - Present
Tullett Prebon Financial Services LLC October 2013 - June 2014
ITG April 2003 - January 2012
Charles Schwab October 2000 - April 2003
ITG October 1997 - October 2000
Synthetic Turf International, Inc January 1996 - September 1997
Morgan Stanley January 1991 - January 1996
Skills
Trading, Electronic Trading, Equity Trading, Hedge Funds, Equities, ETFs, Bloomberg, Series 7, Trading Systems, Trading Strategies, Series 24, Series 63, Institutional, Proprietary Trading, Capital Markets, Financial Markets, Asset Management, Investments, Investment Management, Institutional..., Portfolio Management, Institutional Accounts, Institutional Sales &..., Senior Management, Sales Management, Trading Management, Program Trading, Equity Derivatives, Options, Futures, Client Relationship..., Account Management, Sales&Marketing, Institutional Selling, Sales, International Sales, Equity Sales, Sales Growth, Client Acquisition, Client Relations Skills, Client Facing Skills, Superior Client Service, Series 3, Series 4, Series 55, Financial Companies
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Economics
Mark Freese Mark Freese's Charles Schwab Experience March 1999 - March 2004
Job Financial Services Professional
Industry Financial Services
Experience
USAA 2005 - Present
AIG March 2005 - December 2005
Charles Schwab March 1999 - March 2004
Skills
Strategic Financial..., Retirement, Series 63, Financial Advisory, Financial Analysis, Life Insurance, Risk Management, Uniform Combined State..., Asset Management, IRAs, Equities, Financial Services, Fixed Income
Education
University of Minnesota-Twin Cities 1988 — 1992
Bachelor of Arts (B.A.), Journalism
USAA 2005 - Present
AIG March 2005 - December 2005
Charles Schwab March 1999 - March 2004
Skills
Strategic Financial..., Retirement, Series 63, Financial Advisory, Financial Analysis, Life Insurance, Risk Management, Uniform Combined State..., Asset Management, IRAs, Equities, Financial Services, Fixed Income
Education
University of Minnesota-Twin Cities 1988 — 1992
Bachelor of Arts (B.A.), Journalism
Heather Prince-Hornby's Charles Schwab Experience 2012 - 2013
Job Technical Program Manager
Industry Information Technology and Services
Experience
AbbVie October 2013 - June 2015
Charles Schwab 2012 - 2013
NAVTEQ 2010 - 2012
Verizon Wireless 2006 - 2010
Verizon Wireless 2002 - 2006
Verizon Wireless 2000 - 2002
Vodafone 1999 - 2000
AirTouch Cellular 1996 - 1999
Cellular One 1992 - 1996
Skills
Telecommunications, Mobile Applications, Product Management, Wireless, Mobile Devices, LTE, Project Management, CDMA, Cloud Computing, Vendor Management, Cellular Communications, Product Marketing, iOS, Location Based Services, Web Services, Customer Experience, Telecom Expense..., SDK, User Experience, Go-to-market Strategy, Agile Project Management, Strategic Partnerships, Testing
Education
DePaul University 2012 — 2015
M.S., Computer Science
Michigan State University 1992 — 1994
M.A, Telecommunications
University of Michigan 1987 — 1991
B.A, International Studies
AbbVie October 2013 - June 2015
Charles Schwab 2012 - 2013
NAVTEQ 2010 - 2012
Verizon Wireless 2006 - 2010
Verizon Wireless 2002 - 2006
Verizon Wireless 2000 - 2002
Vodafone 1999 - 2000
AirTouch Cellular 1996 - 1999
Cellular One 1992 - 1996
Skills
Telecommunications, Mobile Applications, Product Management, Wireless, Mobile Devices, LTE, Project Management, CDMA, Cloud Computing, Vendor Management, Cellular Communications, Product Marketing, iOS, Location Based Services, Web Services, Customer Experience, Telecom Expense..., SDK, User Experience, Go-to-market Strategy, Agile Project Management, Strategic Partnerships, Testing
Education
DePaul University 2012 — 2015
M.S., Computer Science
Michigan State University 1992 — 1994
M.A, Telecommunications
University of Michigan 1987 — 1991
B.A, International Studies
Nick Nasad's Charles Schwab Experience February 2014 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
WhoTrades August 2013 - February 2014
Market Access Media, LLC (FXTimes.com) 2010 - 2013
Capital Market Services, LLC March 2006 - October 2010
Education
University of Michigan 2001 — 2005
Bachelor's degree, Economics, Political Science
Charles Schwab February 2014 - Present
WhoTrades August 2013 - February 2014
Market Access Media, LLC (FXTimes.com) 2010 - 2013
Capital Market Services, LLC March 2006 - October 2010
Education
University of Michigan 2001 — 2005
Bachelor's degree, Economics, Political Science
Adam Zorn Adam Zorn's Charles Schwab Experience September 2007 - March 2009
Job Territory Manager at Medtronic
Industry Medical Devices
Experience
Medtronic July 2014 - Present
Medtronic May 2012 - July 2014
Medtronic March 2009 - May 2012
Charles Schwab September 2007 - March 2009
First Magnus Financial April 2007 - August 2007
Accredited Home Lenders January 2005 - March 2007
Skills
Health Insurance, Series 7, Term Life Insurance, Notary Public, Medical Devices, Cold Calling, Account Management, Sales Operations, Product Launch, Training
Education
University of Michigan 1999 — 2003
Bachelor of Arts (BA), Economics
Medtronic July 2014 - Present
Medtronic May 2012 - July 2014
Medtronic March 2009 - May 2012
Charles Schwab September 2007 - March 2009
First Magnus Financial April 2007 - August 2007
Accredited Home Lenders January 2005 - March 2007
Skills
Health Insurance, Series 7, Term Life Insurance, Notary Public, Medical Devices, Cold Calling, Account Management, Sales Operations, Product Launch, Training
Education
University of Michigan 1999 — 2003
Bachelor of Arts (BA), Economics
Evan Flatto's Charles Schwab Experience June 2014 - Present
Job Investor Services Intern at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
University of Michigan Medical School February 2014 - Present
MPowered Entrepreneurship September 2011 - Present
Fathead August 2013 - November 2013
Weber Shandwick June 2013 - August 2013
University of Michigan Central Student Government September 2012 - April 2013
University of Michigan Residential Dining Services November 2011 - May 2012
R.C. Bigelow Tea Company April 2011 - June 2011
Skills
Entrepreneurship, Advertising, Economics, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Integrated Marketing, E-commerce, Market Research, Operations Management, SAP Financial, SEM, SEO, Social Media, Leadership, Client Relations
Education
University of Michigan 2011 — 2015
Bachelor of Arts, Economics, Junior
Fairfield Ludlowe High School 2007 — 2011
High School Diploma
Charles Schwab June 2014 - Present
University of Michigan Medical School February 2014 - Present
MPowered Entrepreneurship September 2011 - Present
Fathead August 2013 - November 2013
Weber Shandwick June 2013 - August 2013
University of Michigan Central Student Government September 2012 - April 2013
University of Michigan Residential Dining Services November 2011 - May 2012
R.C. Bigelow Tea Company April 2011 - June 2011
Skills
Entrepreneurship, Advertising, Economics, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Integrated Marketing, E-commerce, Market Research, Operations Management, SAP Financial, SEM, SEO, Social Media, Leadership, Client Relations
Education
University of Michigan 2011 — 2015
Bachelor of Arts, Economics, Junior
Fairfield Ludlowe High School 2007 — 2011
High School Diploma
Glenn Warnecke Glenn Warnecke's Charles Schwab Experience 2000 - 2002
Job Deputy Director at Project FIND
Industry Real Estate
Experience
Project FIND December 2013 - Present
West Harlem Group Assistance, Inc. 2009 - 2013
Community Asset Mgmt Co 2007 - 2008
St Louis Equity Fund 2003 - 2007
Charles Schwab 2000 - 2002
Bank of America 1992 - 2000
Skills
Project Management
Education
University of Missouri-Saint Louis 1976 — 1989
Project FIND December 2013 - Present
West Harlem Group Assistance, Inc. 2009 - 2013
Community Asset Mgmt Co 2007 - 2008
St Louis Equity Fund 2003 - 2007
Charles Schwab 2000 - 2002
Bank of America 1992 - 2000
Skills
Project Management
Education
University of Missouri-Saint Louis 1976 — 1989
Brad Omaraie's Charles Schwab Experience January 2012 - January 2012
Job Director of Technology Mokapko Inc
Industry Computer Software
Experience
Mokapko Inc 2003 - Present
Warner Bros. Entertainment January 2012 - January 2012
Sony Online Entertainment January 2012 - January 2012
Charles Schwab January 2012 - January 2012
Disney Consumer Products January 2012 - January 2012
Universal Music Group January 2012 - January 2012
JPMorgan Chase & Co. January 2012 - January 2012
Apple January 2012 - January 2012
The Walt Disney Studios January 2012 - January 2012
Comcast Networks January 2012 - January 2012
Skills
Java Enterprise Edition, Agile Methodologies, XML, Spring, Scrum, Architectures, Java, Web Services, SDLC, JavaScript, Web Applications, AJAX, Tomcat, Oracle, User Experience, Enterprise Software, Mobile Applications
Education
University of Missouri-Columbia
Master of Science, Bachelor of Science, Electrical & Computer Engineering
Mokapko Inc 2003 - Present
Warner Bros. Entertainment January 2012 - January 2012
Sony Online Entertainment January 2012 - January 2012
Charles Schwab January 2012 - January 2012
Disney Consumer Products January 2012 - January 2012
Universal Music Group January 2012 - January 2012
JPMorgan Chase & Co. January 2012 - January 2012
Apple January 2012 - January 2012
The Walt Disney Studios January 2012 - January 2012
Comcast Networks January 2012 - January 2012
Skills
Java Enterprise Edition, Agile Methodologies, XML, Spring, Scrum, Architectures, Java, Web Services, SDLC, JavaScript, Web Applications, AJAX, Tomcat, Oracle, User Experience, Enterprise Software, Mobile Applications
Education
University of Missouri-Columbia
Master of Science, Bachelor of Science, Electrical & Computer Engineering
Karen Antrobus Karen Antrobus's Charles Schwab Experience January 2005 - March 2008
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments March 2010 - August 2012
Fidelity Investments March 2008 - March 2010
Charles Schwab January 2005 - March 2008
Skills
Series 7, Series 63, Series 65, series 9, Series 10, Life & Health Insurance...
Education
University of Missouri-Columbia
Fidelity Investments September 2014 - Present
Fidelity Investments August 2012 - Present
Fidelity Investments March 2010 - August 2012
Fidelity Investments March 2008 - March 2010
Charles Schwab January 2005 - March 2008
Skills
Series 7, Series 63, Series 65, series 9, Series 10, Life & Health Insurance...
Education
University of Missouri-Columbia
James J. Tully III, CFP® James J. Tully III, CFP®'s Charles Schwab Experience June 2004 - August 2005
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Jerry Rash Jerry Rash's Charles Schwab Experience 2001 - 2002
Job Managing Partner at White Iron Marketing
Industry Marketing and Advertising
Experience
White Iron Marketing April 2008 - Present
Carlson Marketing Group 2005 - 2008
Carlson Companies 2005 - 2006
Rash Marketing Group 2002 - 2005
Charles Schwab 2001 - 2002
The Lacek Group 1998 - 2001
FedEx Express 1995 - 1998
Education
University of Minnesota - Carlson School of Management
White Iron Marketing April 2008 - Present
Carlson Marketing Group 2005 - 2008
Carlson Companies 2005 - 2006
Rash Marketing Group 2002 - 2005
Charles Schwab 2001 - 2002
The Lacek Group 1998 - 2001
FedEx Express 1995 - 1998
Education
University of Minnesota - Carlson School of Management
Ed Marvez's Charles Schwab Experience September 2006 - April 2008
Job Manager of Facilitators, Learning and Development at Specialized Loan Servicing LLC
Industry Human Resources
Experience
Specialized Loan Servicing LLC June 2013 - Present
BLI 2011 - June 2013
Resnik Partners 2008 - June 2013
MSEC 2011 - 2012
Charles Schwab September 2006 - April 2008
Qwest Communications September 2003 - September 2006
SUMMIT TRAINING AND DEVELOPMENT June 2002 - September 2003
INVESCO FUNDS GROUP January 1993 - January 2002
Skills
Public Speaking, Team Building, Performance Improvement, Leadership Development, Coaching, Change Management, Management Development, Talent Management, Organizational..., Performance Management, Succession Planning, Organizational..., Talent Development, Conflict Resolution, Training Delivery, Team Management, Training, Emotional Intelligence, Leadership, Project Management, Executive Coaching, Strategic Planning, Deferred Compensation, Workforce Planning, Human Resources, Recruiting, Employee Training, Management, Program Management, Process Improvement, Career Development, Instructional Design, Career Counseling, Employee Engagement, Employee Relations, Workshop Facilitation, Talent Acquisition, 360 Feedback, Culture Change, Onboarding, Consulting, Training & Development, Personnel Management
Education
University of Denver
Master, Applied Communication
Florida International University
Bachelor of Arts, English
University of Miami School of Law
JD, Law
Specialized Loan Servicing LLC June 2013 - Present
BLI 2011 - June 2013
Resnik Partners 2008 - June 2013
MSEC 2011 - 2012
Charles Schwab September 2006 - April 2008
Qwest Communications September 2003 - September 2006
SUMMIT TRAINING AND DEVELOPMENT June 2002 - September 2003
INVESCO FUNDS GROUP January 1993 - January 2002
Skills
Public Speaking, Team Building, Performance Improvement, Leadership Development, Coaching, Change Management, Management Development, Talent Management, Organizational..., Performance Management, Succession Planning, Organizational..., Talent Development, Conflict Resolution, Training Delivery, Team Management, Training, Emotional Intelligence, Leadership, Project Management, Executive Coaching, Strategic Planning, Deferred Compensation, Workforce Planning, Human Resources, Recruiting, Employee Training, Management, Program Management, Process Improvement, Career Development, Instructional Design, Career Counseling, Employee Engagement, Employee Relations, Workshop Facilitation, Talent Acquisition, 360 Feedback, Culture Change, Onboarding, Consulting, Training & Development, Personnel Management
Education
University of Denver
Master, Applied Communication
Florida International University
Bachelor of Arts, English
University of Miami School of Law
JD, Law
Alex Trandall Alex Trandall's Charles Schwab Experience January 2012 - Present
Job Senior Fraud Investigations Analyst at Charles Schwab
Industry Defense & Space
Experience
Charles Schwab January 2012 - Present
Citizens Republic Bank Corporation July 2008 - October 2011
U.S. Army November 2002 - January 2007
U.S. Army November 2002 - January 2007
Skills
•Proficient in..., •Effective..., •Great oral, written..., •Decorated Serviceman...
Education
University of Michigan-Flint 2007 — 2011
Bachelor of Arts, Criminology
University of Michigan-Flint 2007 — 2011
Bachelor of Arts, Sociology
University of Michigan-Flint 2007 — 2011
Minor, Communication
Fort Wainwright, AK (United States Army) 2003 — 2007
Fort Huachuca, AZ (United States Army Intelligence School) 2005 — 2005
Military Intelligence
Fort Huachuca, AZ (United States Army Intelligence School) 2003 — 2003
Military Intelligence
Charles Schwab January 2012 - Present
Citizens Republic Bank Corporation July 2008 - October 2011
U.S. Army November 2002 - January 2007
U.S. Army November 2002 - January 2007
Skills
•Proficient in..., •Effective..., •Great oral, written..., •Decorated Serviceman...
Education
University of Michigan-Flint 2007 — 2011
Bachelor of Arts, Criminology
University of Michigan-Flint 2007 — 2011
Bachelor of Arts, Sociology
University of Michigan-Flint 2007 — 2011
Minor, Communication
Fort Wainwright, AK (United States Army) 2003 — 2007
Fort Huachuca, AZ (United States Army Intelligence School) 2005 — 2005
Military Intelligence
Fort Huachuca, AZ (United States Army Intelligence School) 2003 — 2003
Military Intelligence
Sheila Blakely, MBA, PMP Sheila Blakely, MBA, PMP's Charles Schwab Experience August 2006 - August 2007
Job at
Industry Hospital & Health Care
Experience
Sentry Data Systems March 2014 - Present
Digital Risk, LLC June 2012 - March 2014
Ema Savahl Design January 2011 - May 2012
NSHMBA January 2010 - December 2010
STOPS, Inc. December 2009 - May 2010
CNL FINANCIAL GROUP, INC June 2008 - December 2009
Charles Schwab August 2006 - August 2007
UNIVERSITY OF MIAMI SCHOOL OF COMMUNICATION October 2005 - August 2006
UBS FINANCIAL SERVICES INC June 2004 - October 2005
Skills
Financial Analysis, Project Management, Process Improvement, Budgets, Leadership, Business Analysis, Sales, Vendor Management, Program Management, Negotiation, Business Strategy, Access, Microsoft Excel, Management, Risk Management, Business Process..., Time Management, Forecasting, Strategic Planning, Team Building, Team Leadership
Education
University of Miami 2007 — 2009
Executive MBA, Management
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance & Marketing
Sentry Data Systems March 2014 - Present
Digital Risk, LLC June 2012 - March 2014
Ema Savahl Design January 2011 - May 2012
NSHMBA January 2010 - December 2010
STOPS, Inc. December 2009 - May 2010
CNL FINANCIAL GROUP, INC June 2008 - December 2009
Charles Schwab August 2006 - August 2007
UNIVERSITY OF MIAMI SCHOOL OF COMMUNICATION October 2005 - August 2006
UBS FINANCIAL SERVICES INC June 2004 - October 2005
Skills
Financial Analysis, Project Management, Process Improvement, Budgets, Leadership, Business Analysis, Sales, Vendor Management, Program Management, Negotiation, Business Strategy, Access, Microsoft Excel, Management, Risk Management, Business Process..., Time Management, Forecasting, Strategic Planning, Team Building, Team Leadership
Education
University of Miami 2007 — 2009
Executive MBA, Management
University of Miami 2000 — 2003
Bachelor of Business Administration, Finance & Marketing
Erica Leffler's Charles Schwab Experience April 2006 - September 2012
Job Manager, Strategic Database Administration & Training at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2012 - Present
Charles Schwab April 2006 - September 2012
Allegiant Asset Management January 2004 - April 2006
NATIONAL CITY CORPORATION/ALLEGIANT ASSET MANAGEMENT GROUP January 2004 - April 2006
OHIO SAVINGS INSURANCE AGENCY January 2001 - January 2003
Ohio Savings Insuarance Agency January 1999 - January 2001
Skills
RFP Machine, PMaps Proposal System, Asset Managment, Sales, PowerPoint, Business Development, Customer Service, Insurance, Marketing, Database Administration, Consulting, Editing, Finance, Online Research, Series 6, 401k, Series 26, Asset Management, FINRA, Financial Services, RFP, Management, Leadership, Project Management, Strategy, Investments, Process Improvement
Education
University of Miami 1991 — 1996
BS, Communication, Psychology
Aurora High School 1987 — 1991
Prudential Financial 2012 - Present
Charles Schwab April 2006 - September 2012
Allegiant Asset Management January 2004 - April 2006
NATIONAL CITY CORPORATION/ALLEGIANT ASSET MANAGEMENT GROUP January 2004 - April 2006
OHIO SAVINGS INSURANCE AGENCY January 2001 - January 2003
Ohio Savings Insuarance Agency January 1999 - January 2001
Skills
RFP Machine, PMaps Proposal System, Asset Managment, Sales, PowerPoint, Business Development, Customer Service, Insurance, Marketing, Database Administration, Consulting, Editing, Finance, Online Research, Series 6, 401k, Series 26, Asset Management, FINRA, Financial Services, RFP, Management, Leadership, Project Management, Strategy, Investments, Process Improvement
Education
University of Miami 1991 — 1996
BS, Communication, Psychology
Aurora High School 1987 — 1991
Shannon Swisher Shannon Swisher's Charles Schwab Experience December 2013 - Present
Job Program Manager and Project Management
Industry Human Resources
Experience
Charles Schwab December 2013 - Present
Wells Fargo September 2008 - December 2013
Wachovia July 2007 - September 2008
World Savings December 2006 - June 2007
Zip Realty, Inc. April 2006 - December 2006
Kelly Services, Inc. January 2002 - April 2006
Skills
Internet Recruiting, Technical Recruiting, Training, Strategy, Project Management, Talent Acquisition, Talent Management, Recruiting, Sourcing, Program Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor, Interdisciplinary Studies: Psychology, Sociology, Social Work/Family Studies
Charles Schwab December 2013 - Present
Wells Fargo September 2008 - December 2013
Wachovia July 2007 - September 2008
World Savings December 2006 - June 2007
Zip Realty, Inc. April 2006 - December 2006
Kelly Services, Inc. January 2002 - April 2006
Skills
Internet Recruiting, Technical Recruiting, Training, Strategy, Project Management, Talent Acquisition, Talent Management, Recruiting, Sourcing, Program Management
Education
University of Missouri-Columbia 1996 — 2000
Bachelor, Interdisciplinary Studies: Psychology, Sociology, Social Work/Family Studies
Stephen Soward's Charles Schwab Experience June 2015 - August 2015
Job CoFounder at Campus Insights
Industry Marketing and Advertising
Experience
Campus Insights December 2014 - Present
Charles Schwab June 2015 - August 2015
Chat Sports, Inc. May 2014 - August 2014
pymetrics January 2014 - May 2014
University of Michigan Net Impact Undergrad September 2012 - May 2014
DinnDinn LLC June 2013 - September 2013
Galileo Innovation Camps For Kids June 2012 - August 2013
Gretchen Driskell for Michigan State Representative August 2012 - November 2012
Jerry Hill for California State Senate January 2012 - August 2012
Stanford Center on Democracy, Development, and the Rule of Law June 2011 - August 2011
Skills
Sustainability, Entrepreneurship, Public Speaking, Social Media, Product Marketing, Public Relations, Student Leadership, Microsoft Excel, Marketing Research, Political Campaigns, Finance, Blogging, Mobile Phone Apps, Usability Testing, User Experience, User Interface, Marketo, Google Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree
Los Altos High School 2008 — 2012
Campus Insights December 2014 - Present
Charles Schwab June 2015 - August 2015
Chat Sports, Inc. May 2014 - August 2014
pymetrics January 2014 - May 2014
University of Michigan Net Impact Undergrad September 2012 - May 2014
DinnDinn LLC June 2013 - September 2013
Galileo Innovation Camps For Kids June 2012 - August 2013
Gretchen Driskell for Michigan State Representative August 2012 - November 2012
Jerry Hill for California State Senate January 2012 - August 2012
Stanford Center on Democracy, Development, and the Rule of Law June 2011 - August 2011
Skills
Sustainability, Entrepreneurship, Public Speaking, Social Media, Product Marketing, Public Relations, Student Leadership, Microsoft Excel, Marketing Research, Political Campaigns, Finance, Blogging, Mobile Phone Apps, Usability Testing, User Experience, User Interface, Marketo, Google Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor's Degree
Los Altos High School 2008 — 2012
Greg Rash's Charles Schwab Experience April 2013 - August 2015
Job Risk Governance, Technology and Bank Operations at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. August 2015 - Present
Charles Schwab April 2013 - August 2015
MFS Investment Management August 2007 - September 2012
PricewaterhouseCoopers LLP May 2006 - June 2007
KPMG LLP October 2004 - April 2006
Skills
Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Auditing, Sarbanes-Oxley, SAS70, COSO, Due Diligence, IT Audit, CISA, Risk Assessment, SOX 404, Business Process..., PeopleSoft, SSAE16, Scenario Analysis, Financial Services, Business Process, Accounting, Finance
Education
University of Miami 1990 — 1994
BBA, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Santander Bank, N.A. August 2015 - Present
Charles Schwab April 2013 - August 2015
MFS Investment Management August 2007 - September 2012
PricewaterhouseCoopers LLP May 2006 - June 2007
KPMG LLP October 2004 - April 2006
Skills
Enterprise Risk..., Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Auditing, Sarbanes-Oxley, SAS70, COSO, Due Diligence, IT Audit, CISA, Risk Assessment, SOX 404, Business Process..., PeopleSoft, SSAE16, Scenario Analysis, Financial Services, Business Process, Accounting, Finance
Education
University of Miami 1990 — 1994
BBA, Finance
University of Miami 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Steve David's Charles Schwab Experience January 2005 - June 2008
Job Software Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2008 - Present
Charles Schwab January 2005 - June 2008
Wells Fargo January 2003 - December 2004
Boeing January 2003 - December 2003
Principal Financial January 2002 - December 2002
Honeywell Inc January 2000 - December 2001
Lockheed Martin Corporation January 1999 - December 1999
MTC Technologies, Inc February 1998 - December 1998
Northrop Grumman Corporation February 1998 - December 1998
United Technologies January 1995 - January 1998
Education
University of Minnesota-Twin Cities 1976 — 1982
Wells Fargo June 2008 - Present
Charles Schwab January 2005 - June 2008
Wells Fargo January 2003 - December 2004
Boeing January 2003 - December 2003
Principal Financial January 2002 - December 2002
Honeywell Inc January 2000 - December 2001
Lockheed Martin Corporation January 1999 - December 1999
MTC Technologies, Inc February 1998 - December 1998
Northrop Grumman Corporation February 1998 - December 1998
United Technologies January 1995 - January 1998
Education
University of Minnesota-Twin Cities 1976 — 1982
Pamela R Watkins's Charles Schwab Experience August 1987 - December 1995
Job Infrastructure Design Consultant
Industry Information Technology and Services
Experience
Kaiser Permanente IT May 2011 - Present
Kaiser Permanente July 2010 - May 2011
Equal Partners Integration November 2009 - August 2010
Kaiser Permanente March 2006 - June 2009
Kaiser Permanente IT July 2005 - March 2006
Equal Partners Integration, LLC August 2002 - July 2005
ePlanet 2002 - 2004
Communications & Commerce May 1999 - October 2002
Periphonics (Nortel Networks) December 1995 - November 1997
Charles Schwab August 1987 - December 1995
Skills
Integration, Requirements Analysis, PMP, Project Management, Business Intelligence, Process Improvement, Data Center, Solution Architecture, Contract Negotiation, Infrastructure, Business Process..., Management, Disaster Recovery, Program Management, Team Building, Strategic Planning, Leadership, Enterprise Software, Business Process, CRM, Vendor Management
Education
Project Management Training Academy 2010 — 2010
University of Missouri-Columbia 1982 — 1986
Master of Science, Computer Science
University of Missouri-Columbia 1971 — 1975
Bachelor of Science, Agriculture
Kaiser Permanente IT May 2011 - Present
Kaiser Permanente July 2010 - May 2011
Equal Partners Integration November 2009 - August 2010
Kaiser Permanente March 2006 - June 2009
Kaiser Permanente IT July 2005 - March 2006
Equal Partners Integration, LLC August 2002 - July 2005
ePlanet 2002 - 2004
Communications & Commerce May 1999 - October 2002
Periphonics (Nortel Networks) December 1995 - November 1997
Charles Schwab August 1987 - December 1995
Skills
Integration, Requirements Analysis, PMP, Project Management, Business Intelligence, Process Improvement, Data Center, Solution Architecture, Contract Negotiation, Infrastructure, Business Process..., Management, Disaster Recovery, Program Management, Team Building, Strategic Planning, Leadership, Enterprise Software, Business Process, CRM, Vendor Management
Education
Project Management Training Academy 2010 — 2010
University of Missouri-Columbia 1982 — 1986
Master of Science, Computer Science
University of Missouri-Columbia 1971 — 1975
Bachelor of Science, Agriculture
Katie Cullen's Charles Schwab Experience 1997 - 2003
Job Business Consultant with Cullen Solutions, LLC
Industry Financial Services
Experience
Zero Alpha Group January 2012 - Present
MN FPA 2006 - Present
AdvisorNet Financial November 2010 - May 2011
Schwab Institutional December 2006 - February 2010
Sincere & Co. 2004 - 2006
Charles Schwab 1997 - 2003
United States Army Reserve 1992 - 2003
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Portfolio Management, Business Development, Asset Management, Risk Management, Series 7, Management, Financial Services, Financial Advisory, Long-term Care, Estate Planning, Financial Planning, Securities, Asset Allocation, Series 63
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, International Relations/Japanese
Zero Alpha Group January 2012 - Present
MN FPA 2006 - Present
AdvisorNet Financial November 2010 - May 2011
Schwab Institutional December 2006 - February 2010
Sincere & Co. 2004 - 2006
Charles Schwab 1997 - 2003
United States Army Reserve 1992 - 2003
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Portfolio Management, Business Development, Asset Management, Risk Management, Series 7, Management, Financial Services, Financial Advisory, Long-term Care, Estate Planning, Financial Planning, Securities, Asset Allocation, Series 63
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, International Relations/Japanese
Gregory Maples's Charles Schwab Experience 1996 - 1997
Job Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank April 1999 - Present
US Bancorp Investment Inc 1997 - 1998
Charles Schwab 1996 - 1997
United States Marine Corps 1991 - 1996
Skills
Structured Finance, Treasury Management, Securitization, Financial Risk, Financial Institutions, Cash Management, Operational Risk, Management, Process Improvement, Leadership
Education
University of Minnesota-Twin Cities
BA/BA
University of St. Thomas - Opus College of Business
MBA
Wells Fargo Bank April 1999 - Present
US Bancorp Investment Inc 1997 - 1998
Charles Schwab 1996 - 1997
United States Marine Corps 1991 - 1996
Skills
Structured Finance, Treasury Management, Securitization, Financial Risk, Financial Institutions, Cash Management, Operational Risk, Management, Process Improvement, Leadership
Education
University of Minnesota-Twin Cities
BA/BA
University of St. Thomas - Opus College of Business
MBA
Stephanie Gore's Charles Schwab Experience September 2011 - February 2012
Job Senior Salesforce.com Consultant at Vertiba
Industry Computer Software
Experience
Vertiba February 2012 - Present
Charles Schwab September 2011 - February 2012
OneSource Information Services July 2005 - September 2011
OneSource Information Systems Inc. 2005 - September 2011
Extraprise 1999 - 2003
Skills
SFDC, Salesforce.com, SaaS, Cloud Computing, Siebel, CRM, Analytics, Enterprise Software, Project Management, Agile Methodologies, Business Analysis, Lead Generation, Marketing Automation, Business Intelligence, Force.com, Sales Operations, Consulting, Sales Process, Professional Services, Solution Selling
Education
University of Massachusetts Boston 1990 — 1996
BS, Management Information Systems
Vertiba February 2012 - Present
Charles Schwab September 2011 - February 2012
OneSource Information Services July 2005 - September 2011
OneSource Information Systems Inc. 2005 - September 2011
Extraprise 1999 - 2003
Skills
SFDC, Salesforce.com, SaaS, Cloud Computing, Siebel, CRM, Analytics, Enterprise Software, Project Management, Agile Methodologies, Business Analysis, Lead Generation, Marketing Automation, Business Intelligence, Force.com, Sales Operations, Consulting, Sales Process, Professional Services, Solution Selling
Education
University of Massachusetts Boston 1990 — 1996
BS, Management Information Systems
Jamie Moldafsky's Charles Schwab Experience 1997 - 2002
Job Chief Marketing Officer
Industry Financial Services
Experience
Wells Fargo October 2011 - Present
Wells Fargo Bank 2005 - September 2011
Whirlpool Corporation 2002 - 2005
Charles Schwab 1997 - 2002
American Express 1983 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Michigan 1979 — 1982
BA, English
Wells Fargo October 2011 - Present
Wells Fargo Bank 2005 - September 2011
Whirlpool Corporation 2002 - 2005
Charles Schwab 1997 - 2002
American Express 1983 - 1992
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Michigan 1979 — 1982
BA, English
Robert Henighan's Charles Schwab Experience May 1999 - September 2002
Job Executive Benefits, Disability Income Replacement at MassMutual
Industry Insurance
Experience
MassMutual September 2002 - Present
Charles Schwab May 1999 - September 2002
Unum August 1994 - October 1997
Education
University of Michigan 1990 — 1994
MassMutual September 2002 - Present
Charles Schwab May 1999 - September 2002
Unum August 1994 - October 1997
Education
University of Michigan 1990 — 1994
Janette Scheib's Charles Schwab Experience April 2011 - November 2011
Job Relationship Banker at Chase
Industry Financial Services
Experience
Chase June 2015 - Present
Fidelity Investments October 2013 - November 2014
CoreFirst Bank & Trust April 2012 - September 2013
Charles Schwab April 2011 - November 2011
Community Banks of Colorado October 2009 - May 2011
Citywide Banks August 2002 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business / Finance
University of Montana
Chase June 2015 - Present
Fidelity Investments October 2013 - November 2014
CoreFirst Bank & Trust April 2012 - September 2013
Charles Schwab April 2011 - November 2011
Community Banks of Colorado October 2009 - May 2011
Citywide Banks August 2002 - September 2007
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Business / Finance
University of Montana
Mona Palacios's Charles Schwab Experience July 2006 - Present
Job
Industry Investment Management
Experience
Charles Schwab July 2006 - Present
Matthews International Capital Management June 2004 - July 2006
Fremont Investment Advisors, Inc. 1998 - 2001
Charles Schwab Investment Management 1997 - 1998
Wells Fargo 1995 - 1997
Wells Fargo July 1994 - July 1995
Skills
Compliance, Risk Management, Asset Management, Investment Advisory, Investments
Education
University of Missouri-Kansas City 1986 — 1993
Accounting
Charles Schwab July 2006 - Present
Matthews International Capital Management June 2004 - July 2006
Fremont Investment Advisors, Inc. 1998 - 2001
Charles Schwab Investment Management 1997 - 1998
Wells Fargo 1995 - 1997
Wells Fargo July 1994 - July 1995
Skills
Compliance, Risk Management, Asset Management, Investment Advisory, Investments
Education
University of Missouri-Kansas City 1986 — 1993
Accounting
Joyce Yeung's Charles Schwab Experience October 2007 - Present
Job SAS Programmer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2007 - Present
MSCI Barra March 2001 - October 2007
Skills
Business Analysis, Risk Management, Data Warehousing
Education
University of Massachusetts Boston 1998 — 2000
Bachelor of Science, MIS
Charles Schwab October 2007 - Present
MSCI Barra March 2001 - October 2007
Skills
Business Analysis, Risk Management, Data Warehousing
Education
University of Massachusetts Boston 1998 — 2000
Bachelor of Science, MIS
Scott Derry's Charles Schwab Experience January 1997 - November 2008
Job Web Developer/Designer
Industry Financial Services
Experience
Ingrid Energy June 2009 - September 2009
Charles Schwab January 1997 - November 2008
Charles Schwab January 1997 - November 2008
Turner New Media June 1996 - January 1997
TURNER NEW MEDIA January 1996 - January 1997
Nielsen Media Research August 1991 - January 1996
Video Instructional Program September 1988 - June 1991
Skills
Agile Methodologies, Web Design, Web Services, User Interface Design, User Experience, Agile Project Management, SDLC, Software Project..., Web Development, E-commerce, Information Architecture, Usability Testing, Web Applications, User Interface, CMS
Education
University of Massachusetts, Amherst 1985 — 1990
UNIVERSITY OF MASSACHUSETTS
Bachelor of Arts, Communications – Mass Media
Ingrid Energy June 2009 - September 2009
Charles Schwab January 1997 - November 2008
Charles Schwab January 1997 - November 2008
Turner New Media June 1996 - January 1997
TURNER NEW MEDIA January 1996 - January 1997
Nielsen Media Research August 1991 - January 1996
Video Instructional Program September 1988 - June 1991
Skills
Agile Methodologies, Web Design, Web Services, User Interface Design, User Experience, Agile Project Management, SDLC, Software Project..., Web Development, E-commerce, Information Architecture, Usability Testing, Web Applications, User Interface, CMS
Education
University of Massachusetts, Amherst 1985 — 1990
UNIVERSITY OF MASSACHUSETTS
Bachelor of Arts, Communications – Mass Media
Doug Talir's Charles Schwab Experience 1995 - 1997
Job Director, Advisor Services at Scottrade
Industry Financial Services
Experience
Scottrade 2004 - Present
Scottrade 2002 - 2004
Edward Jones 1997 - 2002
Charles Schwab 1995 - 1997
Edward Jones 1992 - 1995
Skills
Securities, FINRA
Education
University of Missouri-Columbia 1985 — 1992
BS, Financial Management
Chaminade College Prep 1981 — 1985
High School
Scottrade 2004 - Present
Scottrade 2002 - 2004
Edward Jones 1997 - 2002
Charles Schwab 1995 - 1997
Edward Jones 1992 - 1995
Skills
Securities, FINRA
Education
University of Missouri-Columbia 1985 — 1992
BS, Financial Management
Chaminade College Prep 1981 — 1985
High School
James Orfe's Charles Schwab Experience May 2011 - Present
Job Managing Director ETF Portfolio Strategist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
La Branche structured products September 2007 - January 2011
La Branche Structured Products Specialist April 2003 - August 2007
Cranmer and Cranmer 1991 - August 2001
Berkman and Leff May 1983 - June 1991
Skills
Asset, Equity Derivatives, Mutual Funds, Fixed Income, Financial Markets, Investments, Asset Managment, Bloomberg, Hedge Funds, Series 24, Capital Markets, Proprietary Trading, Alternative Investments, Market Making, Structured Products, FX Options, Trading Strategies, Hedging, Bonds, Emerging Markets, Commodity, Asset Management, Swaps, Investment Banking, FX trading, Equity Research, Investment Strategies, Technical Analysis, Finance, Financial Risk, Foreign Exchange, Portfolio Management, Credit Derivatives, Wealth Management..., Asset Allocation, Market Data, Valuation, Prime Brokerage, Options Strategies, Middle Office, Risk Management, Bloomberg Terminal, Investment Management, Currency, Stocks, Wealth Management, Traders, Financial Advisory, Investment Advisory
Education
University of Miami - School of Business 1977 — 1981
BBA, MAJOR IN FINANCE MINOR MARKETING
Charles Schwab May 2011 - Present
La Branche structured products September 2007 - January 2011
La Branche Structured Products Specialist April 2003 - August 2007
Cranmer and Cranmer 1991 - August 2001
Berkman and Leff May 1983 - June 1991
Skills
Asset, Equity Derivatives, Mutual Funds, Fixed Income, Financial Markets, Investments, Asset Managment, Bloomberg, Hedge Funds, Series 24, Capital Markets, Proprietary Trading, Alternative Investments, Market Making, Structured Products, FX Options, Trading Strategies, Hedging, Bonds, Emerging Markets, Commodity, Asset Management, Swaps, Investment Banking, FX trading, Equity Research, Investment Strategies, Technical Analysis, Finance, Financial Risk, Foreign Exchange, Portfolio Management, Credit Derivatives, Wealth Management..., Asset Allocation, Market Data, Valuation, Prime Brokerage, Options Strategies, Middle Office, Risk Management, Bloomberg Terminal, Investment Management, Currency, Stocks, Wealth Management, Traders, Financial Advisory, Investment Advisory
Education
University of Miami - School of Business 1977 — 1981
BBA, MAJOR IN FINANCE MINOR MARKETING
Michelle Blieberg's Charles Schwab Experience 1995 - 2000
Job Senior Vice President of Talent Mgt and Corporate Human Resources at Time Warner
Industry Entertainment
Experience
Time Warner January 2012 - Present
Blieberg Associates April 2011 - January 2012
UBS November 2004 - March 2011
UBS November 2004 - March 2011
Moody's KMV 2000 - 2004
Charles Schwab 1995 - 2000
Shearson Lehman (Solomon Smith Barney/Travelers) 1987 - 1995
J.P. Morgan 1984 - 1987
Skills
Strategy, Leadership Development, Succession Planning, Talent Management, Program Management, Executive Coaching, Change Management, Coaching, Team Building, Employee Engagement, Leadership, HR Consulting, Human Resources, Executive Development, Performance Management, Strategic Planning, Talent Acquisition, Organizational..., Organizational..., Organizational Design, Management, Culture Change, Executive Pay, Management Development, Training, Personnel Management, Onboarding, Executive Management, Career Development, HRIS, Consulting, Workshop Facilitation, MBTI, Workforce Planning, Management Consulting, Deferred Compensation, HR Transformation, Employee Relations, 360 Feedback, Employee Training, Performance Improvement, Recruiting, Training Delivery, Executive Search, Interviews, Mergers & Acquisitions, HR Policies, Applicant Tracking..., Conflict Resolution, Vendor Management
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Bachelors Degree in Individual Study. A self designed, triple major, Human Resources Management
Harvard Summer Prograam
Certificate, Economics
Time Warner January 2012 - Present
Blieberg Associates April 2011 - January 2012
UBS November 2004 - March 2011
UBS November 2004 - March 2011
Moody's KMV 2000 - 2004
Charles Schwab 1995 - 2000
Shearson Lehman (Solomon Smith Barney/Travelers) 1987 - 1995
J.P. Morgan 1984 - 1987
Skills
Strategy, Leadership Development, Succession Planning, Talent Management, Program Management, Executive Coaching, Change Management, Coaching, Team Building, Employee Engagement, Leadership, HR Consulting, Human Resources, Executive Development, Performance Management, Strategic Planning, Talent Acquisition, Organizational..., Organizational..., Organizational Design, Management, Culture Change, Executive Pay, Management Development, Training, Personnel Management, Onboarding, Executive Management, Career Development, HRIS, Consulting, Workshop Facilitation, MBTI, Workforce Planning, Management Consulting, Deferred Compensation, HR Transformation, Employee Relations, 360 Feedback, Employee Training, Performance Improvement, Recruiting, Training Delivery, Executive Search, Interviews, Mergers & Acquisitions, HR Policies, Applicant Tracking..., Conflict Resolution, Vendor Management
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Bachelors Degree in Individual Study. A self designed, triple major, Human Resources Management
Harvard Summer Prograam
Certificate, Economics
Peter Kness-Knezinskis's Charles Schwab Experience September 1998 - November 2006
Job Finance Business Director
Industry Accounting
Experience
Scottsdale Insurance Company May 2008 - Present
RSC Equipment Rental December 2006 - March 2008
Charles Schwab September 1998 - November 2006
Western International University August 2001 - January 2003
Skills
Compliance, Accounting, Financial Analysis, Risk Management, Strategic Financial..., Change Management, Internal Audit, Analysis, Team Building, Auditing, Finance, Internal Controls, Strategic Planning, Leadership, Insurance, Management, Financial Risk, Sarbanes-Oxley Act, Project Management, Sarbanes-Oxley, Financial Reporting, Process Improvement, Financial Planning
Education
University of Minnesota-Twin Cities
BSB, Business
Scottsdale Insurance Company May 2008 - Present
RSC Equipment Rental December 2006 - March 2008
Charles Schwab September 1998 - November 2006
Western International University August 2001 - January 2003
Skills
Compliance, Accounting, Financial Analysis, Risk Management, Strategic Financial..., Change Management, Internal Audit, Analysis, Team Building, Auditing, Finance, Internal Controls, Strategic Planning, Leadership, Insurance, Management, Financial Risk, Sarbanes-Oxley Act, Project Management, Sarbanes-Oxley, Financial Reporting, Process Improvement, Financial Planning
Education
University of Minnesota-Twin Cities
BSB, Business
Lisa Pimental's Charles Schwab Experience 2007 - Present
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Charles Schwab 2007 - Present
Cisco 2001 - Present
Burning Man 2002 - 2006
SGI 1994 - 1999
Hi-Tech Communications 1993 - 1995
Massachusetts College of Pharmacy 1990 - 1992
Skills
Proofreading, Editing, Grant Writing, Content Management, Blogging, Copy Editing, Event Management, Journals, Editorial, Writing, Project Management, Web Content, Software Documentation, Copywriting, Content Development, Proposal Writing, Research, Newsletters, Social Media Marketing, Public Relations, Technical Writing, Journalism, Marketing Communications, Media Relations
Education
University of Massachusetts, Amherst 1988 — 1990
M.Ed., Educational Administration
University of Massachusetts, Amherst 1984 — 1988
BS, Psychology
Charles Schwab 2007 - Present
Cisco 2001 - Present
Burning Man 2002 - 2006
SGI 1994 - 1999
Hi-Tech Communications 1993 - 1995
Massachusetts College of Pharmacy 1990 - 1992
Skills
Proofreading, Editing, Grant Writing, Content Management, Blogging, Copy Editing, Event Management, Journals, Editorial, Writing, Project Management, Web Content, Software Documentation, Copywriting, Content Development, Proposal Writing, Research, Newsletters, Social Media Marketing, Public Relations, Technical Writing, Journalism, Marketing Communications, Media Relations
Education
University of Massachusetts, Amherst 1988 — 1990
M.Ed., Educational Administration
University of Massachusetts, Amherst 1984 — 1988
BS, Psychology
Benjamin Ball's Charles Schwab Experience January 2007 - July 2007
Job Department Manager
Industry Education Management
Experience
University of Wisconsin-Madison, Department of Psychology July 2012 - Present
University of Wisconsin-Madison, Department of Psychology May 2011 - June 2012
University of Wisconsin-Madison, Department of Psychology June 2009 - April 2011
Ocean View Capital August 2007 - August 2008
Charles Schwab January 2007 - July 2007
Charles Schwab November 2004 - January 2007
Custom Movers Services March 2003 - October 2004
Education
University of Michigan-Flint 2000 — 2002
BA, Organizational Behavior/Human Resource Management
University of Wisconsin-Madison, Department of Psychology July 2012 - Present
University of Wisconsin-Madison, Department of Psychology May 2011 - June 2012
University of Wisconsin-Madison, Department of Psychology June 2009 - April 2011
Ocean View Capital August 2007 - August 2008
Charles Schwab January 2007 - July 2007
Charles Schwab November 2004 - January 2007
Custom Movers Services March 2003 - October 2004
Education
University of Michigan-Flint 2000 — 2002
BA, Organizational Behavior/Human Resource Management
Renee Turenne's Charles Schwab Experience September 2013 - August 2014
Job Systems Accountant (contractor) at Bank of the West
Industry Financial Services
Experience
Bank of the West April 2015 - Present
Alan King and Company, Inc. August 2014 - December 2014
Charles Schwab September 2013 - August 2014
San Francisco Fire Credit Union July 2012 - July 2013
San Francisco Fire Credit Union January 2008 - July 2013
Cal State 9 Credit Union 2007 - 2007
Pacific National Bank (acquired by US Bank) 2005 - 2007
Bank of America 1988 - 2005
Skills
Accounting, Strategic Planning, Budgets, Investments, Management, Banking, Finance, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Managerial Finance, Auditing, Credit, Strategic Financial..., Financial Services, Regulatory Reporting, Executive Management, Loans, Internal Controls, Corporate Finance, Financial Institutions, Process Improvement, Financial Risk, Credit Unions, Mergers & Acquisitions, Mortgage Lending, Consumer Lending, Leadership, Underwriting, Portfolio Management, Tax Preparation, Cash Flow, Analysis, Cash Management, Commercial Lending, Credit Analysis
Education
University of Missouri-Columbia
Accounting
Bank of the West April 2015 - Present
Alan King and Company, Inc. August 2014 - December 2014
Charles Schwab September 2013 - August 2014
San Francisco Fire Credit Union July 2012 - July 2013
San Francisco Fire Credit Union January 2008 - July 2013
Cal State 9 Credit Union 2007 - 2007
Pacific National Bank (acquired by US Bank) 2005 - 2007
Bank of America 1988 - 2005
Skills
Accounting, Strategic Planning, Budgets, Investments, Management, Banking, Finance, Financial Modeling, Financial Analysis, Risk Management, Financial Reporting, Managerial Finance, Auditing, Credit, Strategic Financial..., Financial Services, Regulatory Reporting, Executive Management, Loans, Internal Controls, Corporate Finance, Financial Institutions, Process Improvement, Financial Risk, Credit Unions, Mergers & Acquisitions, Mortgage Lending, Consumer Lending, Leadership, Underwriting, Portfolio Management, Tax Preparation, Cash Flow, Analysis, Cash Management, Commercial Lending, Credit Analysis
Education
University of Missouri-Columbia
Accounting
Anna Loh's Charles Schwab Experience Financial Reporting AnalystWells Fargo Financial2000 - 2004
Job Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Financial Reporting AnalystWells Fargo Financial2000 - 2004
Skills
Financial Services, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management, Financial Reporting, SEC filings, Fund Accounting, Strategic Financial..., Banking
Education
University of Massachusetts, Amherst 1991 — 1995
Charles Schwab Financial Reporting AnalystWells Fargo Financial2000 - 2004
Skills
Financial Services, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management, Financial Reporting, SEC filings, Fund Accounting, Strategic Financial..., Banking
Education
University of Massachusetts, Amherst 1991 — 1995
David Lucier's Charles Schwab Experience 1995 - 1998
Job VP, Head of Advisor Relationship Management at Janus
Industry Investment Management
Experience
Janus Capital Group 2002 - 2012
Berger Financial Group 1998 - 2002
Charles Schwab 1995 - 1998
Smith Barney 1994 - 1995
The Ritz-Carlton Hotel Company 1989 - 1994
Skills
Mutual Funds, Asset Management, Series 7, Investments, Alternative Investments, Asset Allocation, Series 63, Equities, Wealth Management, Fixed Income, ETFs, CEF, Offshore Investments, Institutional Sales, RIAs, Broker-Dealer, National Accounts, Home Offices, Series 24, Separately Managed..., UMA, Insurance, Insurance Brokerage, Family Office
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science, Political Science
Williston-Northampton School 1980 — 1984
High School
Janus Capital Group 2002 - 2012
Berger Financial Group 1998 - 2002
Charles Schwab 1995 - 1998
Smith Barney 1994 - 1995
The Ritz-Carlton Hotel Company 1989 - 1994
Skills
Mutual Funds, Asset Management, Series 7, Investments, Alternative Investments, Asset Allocation, Series 63, Equities, Wealth Management, Fixed Income, ETFs, CEF, Offshore Investments, Institutional Sales, RIAs, Broker-Dealer, National Accounts, Home Offices, Series 24, Separately Managed..., UMA, Insurance, Insurance Brokerage, Family Office
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science, Political Science
Williston-Northampton School 1980 — 1984
High School
Amradi, Naveen's Charles Schwab Experience June 2008 - November 2008
Job Lead Linux Engineer at TransUnion
Industry Information Technology and Services
Experience
TransUnion June 2015 - Present
NYSE Euronext November 2011 - June 2015
Chicago Board Options Exchange November 2008 - November 2011
Charles Schwab June 2008 - November 2008
uchicago July 2007 - June 2008
University of Mississippi 2003 - 2007
Skills
Linux, Unix, Perl, Shell Scripting, Unix Shell Scripting, Solaris, puppet, System Administration, Disaster Recovery, VMware, Oracle, Bash, Operating Systems, Databases, SQL, SDLC, Virtualization, Networking, Tomcat
Education
University of Mississippi 2000 — 2003
MS, Computer Science
Sri Sai Public School 1990 — 1993
TransUnion June 2015 - Present
NYSE Euronext November 2011 - June 2015
Chicago Board Options Exchange November 2008 - November 2011
Charles Schwab June 2008 - November 2008
uchicago July 2007 - June 2008
University of Mississippi 2003 - 2007
Skills
Linux, Unix, Perl, Shell Scripting, Unix Shell Scripting, Solaris, puppet, System Administration, Disaster Recovery, VMware, Oracle, Bash, Operating Systems, Databases, SQL, SDLC, Virtualization, Networking, Tomcat
Education
University of Mississippi 2000 — 2003
MS, Computer Science
Sri Sai Public School 1990 — 1993
John Wightkin's Charles Schwab Experience August 2008 - November 2014
Job Director of Equity Research Applications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Harriet Guberman's Charles Schwab Experience 1993 - 2000
Job Compliance Manager, Benefits Practice at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente May 2009 - Present
Delta Dental December 2007 - March 2009
Joie de Vivre Hospitality June 2006 - December 2007
Firemans Fund Insurance Company 2001 - 2004
Fireman's Fund Insurance Co. 2001 - 2004
Charles Schwab 1993 - 2000
Watson Wyatt Worldwide 1988 - 1993
The Wyatt Company 1988 - 1993
Education
University of Massachusetts, Amherst 1966 — 1970
Kaiser Permanente May 2009 - Present
Delta Dental December 2007 - March 2009
Joie de Vivre Hospitality June 2006 - December 2007
Firemans Fund Insurance Company 2001 - 2004
Fireman's Fund Insurance Co. 2001 - 2004
Charles Schwab 1993 - 2000
Watson Wyatt Worldwide 1988 - 1993
The Wyatt Company 1988 - 1993
Education
University of Massachusetts, Amherst 1966 — 1970
Steve Fernandez's Charles Schwab Experience 1993 - Present
Job Sr Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1993 - Present
Air New England 1973 - 1981
Education
University of Massachusetts, Amherst 1972 — 1974
Xavier High School 1965 — 1969
Charles Schwab 1993 - Present
Air New England 1973 - 1981
Education
University of Massachusetts, Amherst 1972 — 1974
Xavier High School 1965 — 1969
Dan Esser's Charles Schwab Experience 2002 - 2005
Job Portfolio Manager at Acropolis Investment Management
Industry Investment Management
Experience
Acropolis Investment Management November 2005 - Present
Charles Schwab 2002 - 2005
Prudential Securities 1998 - 2002
National Car Rental January 1990 - December 1994
U.S Army January 1982 - December 1989
Skills
Investments, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Modeling, Mutual Funds
Education
University of Missouri-Columbia, College of Business 1977 — 1981
BSBA, Marketing Logistics
Acropolis Investment Management November 2005 - Present
Charles Schwab 2002 - 2005
Prudential Securities 1998 - 2002
National Car Rental January 1990 - December 1994
U.S Army January 1982 - December 1989
Skills
Investments, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Financial Modeling, Mutual Funds
Education
University of Missouri-Columbia, College of Business 1977 — 1981
BSBA, Marketing Logistics
Lori Embrey's Charles Schwab Experience August 2015 - Present
Job Conversion Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Raymond James June 2013 - July 2014
Raymond James July 2012 - June 2013
Desoto County Schools August 2008 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Microsoft Word, Internet Research
Education
University of Mississippi - School of Business Administration 2004 — 2008
B.B.A, Managerial Finance
Charles Schwab August 2015 - Present
Charles Schwab August 2014 - August 2015
Raymond James June 2013 - July 2014
Raymond James July 2012 - June 2013
Desoto County Schools August 2008 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Accounting, Microsoft Word, Internet Research
Education
University of Mississippi - School of Business Administration 2004 — 2008
B.B.A, Managerial Finance
Stephanie Stein's Charles Schwab Experience 1999 - 2003
Job Director at Citibank
Industry Banking
Experience
Citibank March 2006 - March 2013
Providian Financial 2003 - 2006
Charles Schwab 1999 - 2003
PwC 1996 - 1999
Peterson Consulting 1992 - 1995
Skills
Risk Management, Financial Services, Securitization, Banking, Credit, Credit Cards, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Analytics, Capital Markets, Financial Risk
Education
University of Michigan
BBA, Accounting and Finance
Citibank March 2006 - March 2013
Providian Financial 2003 - 2006
Charles Schwab 1999 - 2003
PwC 1996 - 1999
Peterson Consulting 1992 - 1995
Skills
Risk Management, Financial Services, Securitization, Banking, Credit, Credit Cards, Financial Analysis, Financial Modeling, Portfolio Management, Credit Risk, Analytics, Capital Markets, Financial Risk
Education
University of Michigan
BBA, Accounting and Finance
Barton Salter's Charles Schwab Experience 1996 - 2002
Job FINRA Series 24, 66, 8; Quality Assurance; Mortgage Loss Mitigation Services; NTX Real Estate and Property Management
Industry Financial Services
Experience
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Newbold Advisors April 2012 - Present
Carlisle & Gallagher Consulting Group 2010 - January 2012
TD Ameritrade 2006 - 2010
Fidelity Investments 2004 - 2005
Scottrade 2003 - 2003
Charles Schwab 1996 - 2002
Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing
Education
University of Missouri-Kansas City
Paul Kerry's Charles Schwab Experience 2003 - 2006
Job Senior Consultant, NEPC, LLC
Industry Financial Services
Experience
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
Philip B. Spoljarick's Charles Schwab Experience September 2004 - October 2010
Job Branch Manager/Financial Advisor Quadrant A Capital Management of Raymond James
Industry Financial Services
Experience
Raymond James & Associates October 2010 - Present
Center Street Wealth Strategies - Northville, MI October 2010 - April 2013
Charles Schwab September 2004 - October 2010
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Wealth Management..., Retirement Planning, Investment Advisory, Alternative Investments
Education
University of Michigan-Dearborn
Bachelor of Business Administration
Raymond James & Associates October 2010 - Present
Center Street Wealth Strategies - Northville, MI October 2010 - April 2013
Charles Schwab September 2004 - October 2010
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Wealth Management..., Retirement Planning, Investment Advisory, Alternative Investments
Education
University of Michigan-Dearborn
Bachelor of Business Administration
Carrie White's Charles Schwab Experience May 1999 - September 2004
Job Relationship Manager
Industry Financial Services
Experience
Charles Schwab Advisor Services September 2004 - Present
Charles Schwab May 1999 - September 2004
Olde Discount June 1997 - May 1999
Education
University of Minnesota Duluth 1993 — 1997
Bachelor of Business Administration, Finance
Charles Schwab Advisor Services September 2004 - Present
Charles Schwab May 1999 - September 2004
Olde Discount June 1997 - May 1999
Education
University of Minnesota Duluth 1993 — 1997
Bachelor of Business Administration, Finance
Scott Connor, MBA, CFA, CFP®'s Charles Schwab Experience April 1999 - December 2008
Job Vice President and Investment Strategist at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2013 - Present
Holland Financial February 2011 - June 2013
Jackson Wealth Management November 2009 - February 2011
VALIC March 2009 - November 2009
Charles Schwab April 1999 - December 2008
Skills
Investment Strategies, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Wealth Management
Education
University of Mississippi
Master of Business Administration (M.B.A.)
SunTrust Bank June 2013 - Present
Holland Financial February 2011 - June 2013
Jackson Wealth Management November 2009 - February 2011
VALIC March 2009 - November 2009
Charles Schwab April 1999 - December 2008
Skills
Investment Strategies, Investments, Portfolio Management, Asset Allocation, Wealth Management..., Wealth Management
Education
University of Mississippi
Master of Business Administration (M.B.A.)
Colin Chardavoyne's Charles Schwab Experience May 2015 - Present
Job Team Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - May 2015
JPMorgan Chase January 2010 - May 2011
ACR Media February 2000 - May 2011
SIFE Dearborn January 2008 - December 2009
Cedar Point May 2005 - November 2009
FBI Marketing and Recruitment with Edventure Partners September 2008 - December 2008
DENSO January 2008 - December 2008
Education
University of Michigan-Dearborn 2006 — 2009
BBA, Marketing
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - May 2015
JPMorgan Chase January 2010 - May 2011
ACR Media February 2000 - May 2011
SIFE Dearborn January 2008 - December 2009
Cedar Point May 2005 - November 2009
FBI Marketing and Recruitment with Edventure Partners September 2008 - December 2008
DENSO January 2008 - December 2008
Education
University of Michigan-Dearborn 2006 — 2009
BBA, Marketing
Brandon Summers's Charles Schwab Experience February 2008 - January 2010
Job Sr Product Manager at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies January 2010 - Present
Charles Schwab February 2008 - January 2010
EtelligentConsulting 2007 - 2008
Etelligent Consulting 2003 - 2007
KCSourceLink 2005 - 2005
Bank Midwest 2002 - 2003
CommuniTech.Net 2000 - 2002
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Entrepreneurship
University of Missouri-Kansas City 2001 — 2005
BBA, Finance, Economics
Schwab Performance Technologies January 2010 - Present
Charles Schwab February 2008 - January 2010
EtelligentConsulting 2007 - 2008
Etelligent Consulting 2003 - 2007
KCSourceLink 2005 - 2005
Bank Midwest 2002 - 2003
CommuniTech.Net 2000 - 2002
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Entrepreneurship
University of Missouri-Kansas City 2001 — 2005
BBA, Finance, Economics
Don Claus's Charles Schwab Experience March 2012 - Present
Job Financial Consultant, VP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Mt. Rushmore Securities, LLC January 2010 - December 2011
Charles Schwab & Co., Inc. December 1995 - August 2009
Education
University of Missouri-Columbia
University of Missouri-Columbia
University of Missouri-Saint Louis
Communications
Charles Schwab March 2012 - Present
Mt. Rushmore Securities, LLC January 2010 - December 2011
Charles Schwab & Co., Inc. December 1995 - August 2009
Education
University of Missouri-Columbia
University of Missouri-Columbia
University of Missouri-Saint Louis
Communications
Malcolm Moore's Charles Schwab Experience December 1996 - September 2001
Job Senior Technical Writer at Splunk
Industry Information Technology and Services
Experience
Splunk March 2014 - Present
Altered Moods Recordings January 2006 - Present
Splunk July 2010 - March 2014
Nokia September 2003 - November 2009
Sega.com April 2002 - September 2003
Charles Schwab December 1996 - September 2001
Skills
Software Documentation, System Architecture, Troubleshooting, Team Leadership, Operating Systems, Data Center, Project Management, Agile Methodologies, Cloud Computing, Security, Mobile Devices, Java, Disaster Recovery, Testing, Integration, Unix, Servers, Active Directory, Project Planning, Networking, Management, Product Management, Windows, SaaS, Leadership, Infrastructure, Mobile Applications, Agile Project Management, Software Project...
Education
University of Minnesota-Twin Cities 1989 — 1993
AA, General Education
Splunk March 2014 - Present
Altered Moods Recordings January 2006 - Present
Splunk July 2010 - March 2014
Nokia September 2003 - November 2009
Sega.com April 2002 - September 2003
Charles Schwab December 1996 - September 2001
Skills
Software Documentation, System Architecture, Troubleshooting, Team Leadership, Operating Systems, Data Center, Project Management, Agile Methodologies, Cloud Computing, Security, Mobile Devices, Java, Disaster Recovery, Testing, Integration, Unix, Servers, Active Directory, Project Planning, Networking, Management, Product Management, Windows, SaaS, Leadership, Infrastructure, Mobile Applications, Agile Project Management, Software Project...
Education
University of Minnesota-Twin Cities 1989 — 1993
AA, General Education
Erin Kessel (Wilke)'s Charles Schwab Experience July 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Wachovia Securities, LLC September 2008 - July 2009
A.G. Edwards December 2003 - July 2009
A.G. Edwards December 2003 - July 2009
Wells Fargo Advisors, LLC 2008 - 2009
Mizzou Athletics 2000 - 2002
Education
University of Missouri-Saint Louis 2004 — 2006
MBA, Business
University of Missouri-Columbia, College of Business 1998 — 2002
Marketing
Charles Schwab July 2009 - Present
Wachovia Securities, LLC September 2008 - July 2009
A.G. Edwards December 2003 - July 2009
A.G. Edwards December 2003 - July 2009
Wells Fargo Advisors, LLC 2008 - 2009
Mizzou Athletics 2000 - 2002
Education
University of Missouri-Saint Louis 2004 — 2006
MBA, Business
University of Missouri-Columbia, College of Business 1998 — 2002
Marketing
Bryan Haggard's Charles Schwab Experience April 2008 - January 2010
Job Senior Portfolio Manager
Industry Financial Services
Experience
Financial Management Company December 2012 - Present
PwC February 2010 - December 2012
Charles Schwab April 2008 - January 2010
Ascent Home Loans April 2006 - March 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Financial Planning, Retirement, Financial Analysis
Education
University of Michigan 2000 — 2002
Bachelor’s degree, Economics
Financial Management Company December 2012 - Present
PwC February 2010 - December 2012
Charles Schwab April 2008 - January 2010
Ascent Home Loans April 2006 - March 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Financial Planning, Retirement, Financial Analysis
Education
University of Michigan 2000 — 2002
Bachelor’s degree, Economics
Adam Cohn's Charles Schwab Experience November 1998 - July 2003
Job Sr Marketing Manager at Best Buy
Industry Retail
Experience
Best Buy February 2011 - Present
Best Buy August 2009 - February 2011
PepsiCo June 2004 - August 2004
Charles Schwab November 1998 - July 2003
Canyon Ranch December 1997 - September 1999
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Marketing
University of Pennsylvania 1991 — 1995
BA, American History
Best Buy February 2011 - Present
Best Buy August 2009 - February 2011
PepsiCo June 2004 - August 2004
Charles Schwab November 1998 - July 2003
Canyon Ranch December 1997 - September 1999
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Marketing
University of Pennsylvania 1991 — 1995
BA, American History
Anne Subotich's Charles Schwab Experience May 2011 - Present
Job Sr. Product Manager Managed Account Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Randstad Management Services February 2011 - May 2011
Galloway Asset Management January 2010 - February 2011
Charles Schwab October 2004 - April 2009
Charles Schwab April 2003 - October 2004
Charles Schwab August 1999 - April 2003
Charles Schwab September 1995 - August 1999
Charles Schwab May 1995 - September 1995
Charles Schwab February 1992 - May 1995
Prudential Securities 1990 - 1992
Skills
Risk Management, Series 7, Visio, Securities, PowerPoint
Education
University of Michigan-Dearborn
BSA, Managerial Economics & Finance, Marketing
Charles Schwab May 2011 - Present
Randstad Management Services February 2011 - May 2011
Galloway Asset Management January 2010 - February 2011
Charles Schwab October 2004 - April 2009
Charles Schwab April 2003 - October 2004
Charles Schwab August 1999 - April 2003
Charles Schwab September 1995 - August 1999
Charles Schwab May 1995 - September 1995
Charles Schwab February 1992 - May 1995
Prudential Securities 1990 - 1992
Skills
Risk Management, Series 7, Visio, Securities, PowerPoint
Education
University of Michigan-Dearborn
BSA, Managerial Economics & Finance, Marketing
Colleen Gaida's Charles Schwab Experience September 2008 - October 2014
Job Advisor Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2008 - October 2014
Charles Schwab July 2006 - September 2008
BT Radianz March 2002 - August 2004
Elliott Management April 2001 - February 2002
Education
University of Minnesota-Twin Cities
Charles Schwab September 2008 - October 2014
Charles Schwab July 2006 - September 2008
BT Radianz March 2002 - August 2004
Elliott Management April 2001 - February 2002
Education
University of Minnesota-Twin Cities
Ben Gebhards's Charles Schwab Experience 2007 - 2008
Job Director GBD Finance
Industry Hospital & Health Care
Experience
Anthem, Inc. December 2014 - Present
Anthem, Inc. 2013 - 2014
Ernst & Young 2011 - 2013
Cincinnati Children's Hospital Medical Center 2009 - 2010
Omnicare 2008 - 2009
Charles Schwab 2007 - 2008
RB Grain 2002 - 2007
Skills
Business Objects, Microsoft Office, Data Analysis, Financial Analysis, Financial Reporting, Data Mining, Reporting & Analysis, Forecasting, Benchmarking, Financial Modeling, Data Modeling, Process Improvement, Business Process Design, SQL, Analysis, Finance, Leadership, Management, Business Analysis, Business Process..., Training, Accounting, Microsoft Excel, Strategic Planning
Education
Xavier University 2008 — 2009
MBA, Business
University of Missouri-Kansas City
Bachelors, Chemistry
Anthem, Inc. December 2014 - Present
Anthem, Inc. 2013 - 2014
Ernst & Young 2011 - 2013
Cincinnati Children's Hospital Medical Center 2009 - 2010
Omnicare 2008 - 2009
Charles Schwab 2007 - 2008
RB Grain 2002 - 2007
Skills
Business Objects, Microsoft Office, Data Analysis, Financial Analysis, Financial Reporting, Data Mining, Reporting & Analysis, Forecasting, Benchmarking, Financial Modeling, Data Modeling, Process Improvement, Business Process Design, SQL, Analysis, Finance, Leadership, Management, Business Analysis, Business Process..., Training, Accounting, Microsoft Excel, Strategic Planning
Education
Xavier University 2008 — 2009
MBA, Business
University of Missouri-Kansas City
Bachelors, Chemistry
Barb Jefts's Charles Schwab Experience 1995 - 2013
Job Magnet Program Coordinator & USAF RETIRED
Industry Hospital & Health Care
Experience
USAF RETIRED January 2000 - Present
USAF July 2010 - Present
Charles Schwab 1995 - 2013
NDU 2009 - 2010
JTF CAP MED 2008 - 2009
Fairchild AFB 2005 - 2008
Skills
Military, Healthcare Management, Security Clearance, Air Force, Military Experience, Government, Nursing, Leadership, DoD, Emergency Management, Policy, Command, Program Management, Healthcare Information..., Information Assurance, Organizational..., Operational Planning, ACLS, Intelligence, Leadership Development, Clinical Research, Military Operations, National Security, Federal Government, Healthcare, Readiness, Defense, Intelligence Analysis, Top Secret, Force Protection, Government Contracting, Disaster Response, Army, Counterterrorism, Tactics, Homeland Security
Education
ICAF 2009 — 2010
Master of Science in National Resource Strategy, Economics of Transportation
University of Michigan 1971 — 1975
BS in Nursing
USAF RETIRED January 2000 - Present
USAF July 2010 - Present
Charles Schwab 1995 - 2013
NDU 2009 - 2010
JTF CAP MED 2008 - 2009
Fairchild AFB 2005 - 2008
Skills
Military, Healthcare Management, Security Clearance, Air Force, Military Experience, Government, Nursing, Leadership, DoD, Emergency Management, Policy, Command, Program Management, Healthcare Information..., Information Assurance, Organizational..., Operational Planning, ACLS, Intelligence, Leadership Development, Clinical Research, Military Operations, National Security, Federal Government, Healthcare, Readiness, Defense, Intelligence Analysis, Top Secret, Force Protection, Government Contracting, Disaster Response, Army, Counterterrorism, Tactics, Homeland Security
Education
ICAF 2009 — 2010
Master of Science in National Resource Strategy, Economics of Transportation
University of Michigan 1971 — 1975
BS in Nursing
Louis Marketos's Charles Schwab Experience November 2010 - January 2011
Job Senior Software Engineer at Terumo BCT
Industry Medical Devices
Experience
Terumo BCT April 2012 - Present
Design_Net Engineering August 2008 - April 2012
Charles Schwab November 2010 - January 2011
Omnitech Robotics November 2006 - August 2008
Lockheed Martin July 2005 - November 2006
Raytheon November 2002 - July 2005
Metanet Solutions August 1999 - March 2004
Research Systems, Inc August 1997 - August 1999
University of Michigan September 1994 - August 1997
Skills
Systems Engineering, Software Engineering, Scrum, Java, Software Development, Embedded Systems, System Architecture, Linux, Agile Methodologies, Software Design, C++
Education
University of Michigan 1989 — 1994
BS, Computer Science
Terumo BCT April 2012 - Present
Design_Net Engineering August 2008 - April 2012
Charles Schwab November 2010 - January 2011
Omnitech Robotics November 2006 - August 2008
Lockheed Martin July 2005 - November 2006
Raytheon November 2002 - July 2005
Metanet Solutions August 1999 - March 2004
Research Systems, Inc August 1997 - August 1999
University of Michigan September 1994 - August 1997
Skills
Systems Engineering, Software Engineering, Scrum, Java, Software Development, Embedded Systems, System Architecture, Linux, Agile Methodologies, Software Design, C++
Education
University of Michigan 1989 — 1994
BS, Computer Science
Scott Plummer's Charles Schwab Experience April 1999 - Present
Job Senior Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Education
University of Michigan
Charles Schwab April 1999 - Present
Education
University of Michigan
Abhishek Varma's Charles Schwab Experience January 2015 - Present
Job Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab January 2015 - Present
UMass Boston September 2011 - May 2014
Skills
Business Analysis, Business Requirements, Functional Requirements, Requirements Gathering, Requirements Analysis, Software Requirements, Product Requirements, Management, Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, MySQL, C, Teamwork, SQL, PHP, Java, C++, HTML, CSS, Programming, Databases, Eclipse, PL/SQL, Embedded SQL, JavaScript
Education
University of Massachusetts Boston
Master's degree, Computer Science
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Charles Schwab January 2015 - Present
UMass Boston September 2011 - May 2014
Skills
Business Analysis, Business Requirements, Functional Requirements, Requirements Gathering, Requirements Analysis, Software Requirements, Product Requirements, Management, Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, MySQL, C, Teamwork, SQL, PHP, Java, C++, HTML, CSS, Programming, Databases, Eclipse, PL/SQL, Embedded SQL, JavaScript
Education
University of Massachusetts Boston
Master's degree, Computer Science
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Jeff Mitchelson's Charles Schwab Experience 1993 - 2012
Job 6th grade Math & Science teacher
Industry Education Management
Experience
Painted Rock Academy 2012 - Present
Charles Schwab 1993 - 2012
Skills
Bloomberg, Risk Management, Economics, Customer Relations, Excel, Customer Service, Series 7, Call Center, Trading
Education
UMass Dartmouth 1987 — 1991
Bachelor of Arts, Economics
Painted Rock Academy 2012 - Present
Charles Schwab 1993 - 2012
Skills
Bloomberg, Risk Management, Economics, Customer Relations, Excel, Customer Service, Series 7, Call Center, Trading
Education
UMass Dartmouth 1987 — 1991
Bachelor of Arts, Economics
Denise Pioro's Charles Schwab Experience October 2012 - Present
Job Manager, Technical Support Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab August 2007 - October 2012
Skills
Series 7, Series 9, Series 10, Customer Service, Series 63, Public Speaking, Management, Leadership, Financial Services
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Charles Schwab October 2012 - Present
Charles Schwab August 2007 - October 2012
Skills
Series 7, Series 9, Series 10, Customer Service, Series 63, Public Speaking, Management, Leadership, Financial Services
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Colin Heller's Charles Schwab Experience July 2013 - Present
Job Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Mike's Carwash May 2012 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Cathedral High School
University of Mississippi
Real Estate and Finance
Charles Schwab July 2013 - Present
Mike's Carwash May 2012 - July 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Cathedral High School
University of Mississippi
Real Estate and Finance
Jonathan Gruber's Charles Schwab Experience February 1999 - August 2010
Job Financial Advisor at Hooker & Holcombe, Inc.
Industry Financial Services
Experience
Hooker & Holcombe, Inc. December 2012 - Present
Charles Schwab February 1999 - August 2010
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Pensions, Strategic Financial..., Retirement Plan..., Employee Benefits, Series 7, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Hooker & Holcombe, Inc. December 2012 - Present
Charles Schwab February 1999 - August 2010
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Pensions, Strategic Financial..., Retirement Plan..., Employee Benefits, Series 7, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
John Tanguay's Charles Schwab Experience March 2007 - October 2009
Job CUSTOMER SERVICE PROFESSIONAL SEEKING NEW OPPORTUNITY
Industry Insurance
Experience
Community Health Solutions of America/People Premier March 2012 - February 2015
Kelly Services/Ceridian, St. Petersburg, FL July 2011 - February 2012
Charles Schwab March 2007 - October 2009
T. Rowe Price October 2005 - December 2006
Skills
Insurance, Call Centers, Life Insurance, Customer Retention, Customer Service, Medicaid, Health Insurance, Research, Claims, Microsoft Office, Stocks, Financial Services, Mutual Funds, Policy, Claim, Process Improvement
Education
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Major: Political Science; Minor: Business Administration
Community Health Solutions of America/People Premier March 2012 - February 2015
Kelly Services/Ceridian, St. Petersburg, FL July 2011 - February 2012
Charles Schwab March 2007 - October 2009
T. Rowe Price October 2005 - December 2006
Skills
Insurance, Call Centers, Life Insurance, Customer Retention, Customer Service, Medicaid, Health Insurance, Research, Claims, Microsoft Office, Stocks, Financial Services, Mutual Funds, Policy, Claim, Process Improvement
Education
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Major: Political Science; Minor: Business Administration
James Pellegrino's Charles Schwab Experience October 1991 - Present
Job Senior Trading Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1991 - Present
Skills
Professional Licenses:..., Equities, Trading, Fixed Income, Bloomberg, Derivatives, Trading Systems, Hedge Funds, Investments
Education
University of Missouri-Columbia
Political Science and Journalism
Charles Schwab October 1991 - Present
Skills
Professional Licenses:..., Equities, Trading, Fixed Income, Bloomberg, Derivatives, Trading Systems, Hedge Funds, Investments
Education
University of Missouri-Columbia
Political Science and Journalism
Kathy Dundale's Charles Schwab Experience Senior Vice President Western RegionCharles SchwabJune 1993 - November 1998
Job
Industry
Experience
Charles Schwab Senior Vice President Western RegionCharles SchwabJune 1993 - November 1998
Eastern Airlines April 1990 - January 1991
Eastern Airlines, Inc. January 1983 - April 1990
Eastern Airlines, Inc. February 1981 - January 1984
Skills
Microsoft Excel, Customer Service, Telemarketing
Education
University of Miami - School of Business 1962 — 1964
Business Administration and Management, General
Charles Schwab Senior Vice President Western RegionCharles SchwabJune 1993 - November 1998
Eastern Airlines April 1990 - January 1991
Eastern Airlines, Inc. January 1983 - April 1990
Eastern Airlines, Inc. February 1981 - January 1984
Skills
Microsoft Excel, Customer Service, Telemarketing
Education
University of Miami - School of Business 1962 — 1964
Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank