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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Katie Cyester Katie Cyester's Charles Schwab Experience August 2013 - Present
Job Senior Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Wedge Partners January 2003 - August 2013
WP Asset Management June 2007 - July 2013
Wedge Securities July 2007 - April 2013
Geronimo Financial LLC and Wedge Securities LLC July 2005 - July 2007
Charles Schwab December 1999 - November 2002
Charles Schwab February 1996 - October 1999
Education
University of Nevada-Las Vegas 1988 — 1992
Hotel, Motel, and Restaurant Management
Charles Schwab August 2013 - Present
Wedge Partners January 2003 - August 2013
WP Asset Management June 2007 - July 2013
Wedge Securities July 2007 - April 2013
Geronimo Financial LLC and Wedge Securities LLC July 2005 - July 2007
Charles Schwab December 1999 - November 2002
Charles Schwab February 1996 - October 1999
Education
University of Nevada-Las Vegas 1988 — 1992
Hotel, Motel, and Restaurant Management
Namrata Shah Namrata Shah's Charles Schwab Experience 2006 - 2007
Job Enterprise architect/ Management consultant
Industry Information Technology and Services
Experience
Sogeti January 2008 - Present
charles schwab 2006 - 2007
MS 2005 - 2006
Mphasis 2005 - 2006
Ness Technologies August 2004 - September 2005
JP Morgan Chase 2004 - 2005
Datamatics July 2002 - July 2004
Boshu 2001 - 2002
Skills
Enterprise Architecture, Key Account Development, Programme Governance, Technical Leadership, SOA Governance, Application Portfolio..., Management Consulting, Technology Integration, TOGAF, Process Management, Leadership, BizTalk, Software Project..., Client Management, Pre-sales, Scrum, Agile Project Management, Program Management, Data Warehousing, Application Architecture, SDLC, Application..., Account Management, Business Intelligence, Application..., CRM
Education
Somaiya Institute of Management and Research 2000 — 2001
MCSA, Computer Software
University of Mumbai 1996 — 1999
BSc, Microbiolgy and Biotechnology
Sogeti January 2008 - Present
charles schwab 2006 - 2007
MS 2005 - 2006
Mphasis 2005 - 2006
Ness Technologies August 2004 - September 2005
JP Morgan Chase 2004 - 2005
Datamatics July 2002 - July 2004
Boshu 2001 - 2002
Skills
Enterprise Architecture, Key Account Development, Programme Governance, Technical Leadership, SOA Governance, Application Portfolio..., Management Consulting, Technology Integration, TOGAF, Process Management, Leadership, BizTalk, Software Project..., Client Management, Pre-sales, Scrum, Agile Project Management, Program Management, Data Warehousing, Application Architecture, SDLC, Application..., Account Management, Business Intelligence, Application..., CRM
Education
Somaiya Institute of Management and Research 2000 — 2001
MCSA, Computer Software
University of Mumbai 1996 — 1999
BSc, Microbiolgy and Biotechnology
Shirish Shevade Shirish Shevade's Charles Schwab Experience November 2013 - Present
Job Sr. Scrum Master at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
LexisNexis November 2011 - November 2013
BB&T October 2006 - November 2011
Election Systems & Software June 2001 - October 2006
Standard & Poor's December 2000 - May 2001
KPMG US January 1997 - January 2000
Silverline Technologies January 1994 - January 1997
Skills
Requirements Gathering, Resource Management, Quality Assurance, Troubleshooting, Product Development, Release Management, Procurement, Performance Appraisal, SDLC, Agile Methodologies, Requirements Analysis, Software Development, SharePoint, Vendor Management, Software Project..., Budget, Outsourcing, Program Management, Cross-functional Team..., Management, Integration, Strategy, Project Management, Scrum, Leadership
Education
University of Pune 1991 — 1994
Bachelor in Engineering, Computer Science
University of Mumbai
Diploma, Computer Technology
University of Mumbai
Diploma, Industrial Electronics
Charles Schwab November 2013 - Present
LexisNexis November 2011 - November 2013
BB&T October 2006 - November 2011
Election Systems & Software June 2001 - October 2006
Standard & Poor's December 2000 - May 2001
KPMG US January 1997 - January 2000
Silverline Technologies January 1994 - January 1997
Skills
Requirements Gathering, Resource Management, Quality Assurance, Troubleshooting, Product Development, Release Management, Procurement, Performance Appraisal, SDLC, Agile Methodologies, Requirements Analysis, Software Development, SharePoint, Vendor Management, Software Project..., Budget, Outsourcing, Program Management, Cross-functional Team..., Management, Integration, Strategy, Project Management, Scrum, Leadership
Education
University of Pune 1991 — 1994
Bachelor in Engineering, Computer Science
University of Mumbai
Diploma, Computer Technology
University of Mumbai
Diploma, Industrial Electronics
Nathan Hesman's Charles Schwab Experience April 2013 - Present
Job Investment Consultant
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab February 2011 - April 2013
West Gate Bank October 2009 - December 2010
TierOne Bank May 2008 - August 2008
TD Ameritrade May 2007 - August 2007
Skills
Series 7, Series 63, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, Equities, Strategic Financial..., Investments, Mutual Funds, Securities, Financial Advisory
Education
University of Nebraska-Lincoln 2009 — 2011
MBA, Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelor's of Science, Economics, Finance
Charles Schwab April 2013 - Present
Charles Schwab February 2011 - April 2013
West Gate Bank October 2009 - December 2010
TierOne Bank May 2008 - August 2008
TD Ameritrade May 2007 - August 2007
Skills
Series 7, Series 63, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, Equities, Strategic Financial..., Investments, Mutual Funds, Securities, Financial Advisory
Education
University of Nebraska-Lincoln 2009 — 2011
MBA, Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelor's of Science, Economics, Finance
Aaron McLachlan Aaron McLachlan's Charles Schwab Experience September 2011 - March 2015
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Charles Schwab September 2011 - March 2015
Edward Jones November 2008 - August 2011
Len Lyall Chevrolet May 2008 - November 2008
Umpire Association May 2001 - August 2008
Capital Steel Industries March 2006 - May 2008
College Bound Student Athletes December 2005 - May 2006
U.S Homes April 2005 - December 2005
Skills
Customer Service, Data Analysis, Finance, Financial Analysis, Insurance, Investments, Long-term Care, Mutual Funds, Retirement, Sales, Series 7, Banking, Credit, Risk Management, Series 63, Retirement Planning, Strategic Planning, Leadership, Management
Education
Texas Christian University 2001 — 2004
BA, Marketing
University of Nebraska-Lincoln 2000 — 2001
Business
Fidelity Investments March 2015 - Present
Charles Schwab September 2011 - March 2015
Edward Jones November 2008 - August 2011
Len Lyall Chevrolet May 2008 - November 2008
Umpire Association May 2001 - August 2008
Capital Steel Industries March 2006 - May 2008
College Bound Student Athletes December 2005 - May 2006
U.S Homes April 2005 - December 2005
Skills
Customer Service, Data Analysis, Finance, Financial Analysis, Insurance, Investments, Long-term Care, Mutual Funds, Retirement, Sales, Series 7, Banking, Credit, Risk Management, Series 63, Retirement Planning, Strategic Planning, Leadership, Management
Education
Texas Christian University 2001 — 2004
BA, Marketing
University of Nebraska-Lincoln 2000 — 2001
Business
Alex James Alex James's Charles Schwab Experience 1995 - 2001
Job Desktop Systems Administrator at Asurion
Industry Information Technology and Services
Experience
Asurion September 2013 - Present
Teknolutions January 2004 - January 2015
Salesforce April 2010 - June 2013
Yodlee June 2008 - February 2009
Robert Half Technology 2008 - 2008
MBH Architects 2004 - 2008
Techknowlynx Corporation October 2001 - October 2002
Charles Schwab 1995 - 2001
Skills
Powershell, Cloud Computing, System Administration, SaaS, Project Management, Enterprise Software, Windows, VMware, Program Management, IT Management, Linux, Windows 7, Integration, Security, Salesforce.com, SQL, Windows Server, Management, Remote User Support, Troubleshooting, Help Desk Support, Customer Service, Requirements Analysis, Technical Support, VPN, Active Directory, Leadership, Virtualization, Consulting, Disaster Recovery, ITIL, Information Technology, Networking, IT Operations, Team Leadership, Microsoft SQL Server, SharePoint, Business Analysis, Mobile Devices, Servers, Outlook, Network Administration, Macintosh hardware, Data Center, Strategy, Vendor Management, Cisco Technologies, Microsoft Exchange, System Deployment, Laptops
Education
University of New Haven 1986 — 1990
BS, Business Administration
Asurion September 2013 - Present
Teknolutions January 2004 - January 2015
Salesforce April 2010 - June 2013
Yodlee June 2008 - February 2009
Robert Half Technology 2008 - 2008
MBH Architects 2004 - 2008
Techknowlynx Corporation October 2001 - October 2002
Charles Schwab 1995 - 2001
Skills
Powershell, Cloud Computing, System Administration, SaaS, Project Management, Enterprise Software, Windows, VMware, Program Management, IT Management, Linux, Windows 7, Integration, Security, Salesforce.com, SQL, Windows Server, Management, Remote User Support, Troubleshooting, Help Desk Support, Customer Service, Requirements Analysis, Technical Support, VPN, Active Directory, Leadership, Virtualization, Consulting, Disaster Recovery, ITIL, Information Technology, Networking, IT Operations, Team Leadership, Microsoft SQL Server, SharePoint, Business Analysis, Mobile Devices, Servers, Outlook, Network Administration, Macintosh hardware, Data Center, Strategy, Vendor Management, Cisco Technologies, Microsoft Exchange, System Deployment, Laptops
Education
University of New Haven 1986 — 1990
BS, Business Administration
Christine Costello's Charles Schwab Experience May 2012 - Present
Job Active Trader Representative
Industry Financial Services
Experience
Charles Schwab May 2012 - Present
Skills
Project Planning, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Leadership, Research, Access, Financial Analysis, Customer Service, Market Research, Analysis, Microsoft Word, Statistics, SPSS
Education
University of Nebraska-Lincoln 2010 — 2011
Masters, Economics
University of Nebraska-Lincoln 2006 — 2011
Bachelors, Economics, Math
Charles Schwab May 2012 - Present
Skills
Project Planning, PowerPoint, Microsoft Excel, Microsoft Office, Economics, Leadership, Research, Access, Financial Analysis, Customer Service, Market Research, Analysis, Microsoft Word, Statistics, SPSS
Education
University of Nebraska-Lincoln 2010 — 2011
Masters, Economics
University of Nebraska-Lincoln 2006 — 2011
Bachelors, Economics, Math
Daniel Caycedo's Charles Schwab Experience January 2015 - Present
Job Financial Service Professional, Schwab Intelligent Portfolios at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - January 2015
Charles Schwab November 2013 - January 2014
MyCityCooks January 2013 - November 2013
Champion Martial Arts March 2011 - May 2013
Skills
Investments, Strategic Planning, Microsoft Office, Martial Arts, Marketing, Series 7, Sustainable Agriculture, Sustainable Energy, Sustainable Design, Political Science, FINRA
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Weddington
300 hours
Charles Schwab January 2015 - Present
Charles Schwab January 2014 - January 2015
Charles Schwab November 2013 - January 2014
MyCityCooks January 2013 - November 2013
Champion Martial Arts March 2011 - May 2013
Skills
Investments, Strategic Planning, Microsoft Office, Martial Arts, Marketing, Series 7, Sustainable Agriculture, Sustainable Energy, Sustainable Design, Political Science, FINRA
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Weddington
300 hours
Valerie Harper Valerie Harper's Charles Schwab Experience November 2007 - October 2010
Job Family Court Facilitator at 18th Judicial District
Industry Law Practice
Experience
18th Judicial District Court September 2014 - Present
The Resource Center for Separating & Divorcing Families January 2014 - July 2014
18th Judicial District Court August 2013 - December 2013
Mediation & Arbitration Clinic August 2013 - December 2013
Truhlar & Truhlar LLP June 2013 - July 2013
Raymond James Financial Inc. March 2011 - June 2013
Charles Schwab November 2007 - October 2010
Skills
Securities, Legal Writing, Legal Research, Westlaw, Lexis, Mutual Funds, Family Law, Employment Law, Financial Analysis, Wealth Management, Finance, Investment Strategies, Risk Management, Private Equity, Insurance, Series 7, Analysis, Investments, Banking, Options, Series 63, Asset Allocation, Cash Management, Alternative Investments, Stocks, 401k, Retirement, Equity Research, Bonds, Equity Trading, Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas - College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2002 — 2004
Bachelor of Arts (B.A.), Political Science and Government
18th Judicial District Court September 2014 - Present
The Resource Center for Separating & Divorcing Families January 2014 - July 2014
18th Judicial District Court August 2013 - December 2013
Mediation & Arbitration Clinic August 2013 - December 2013
Truhlar & Truhlar LLP June 2013 - July 2013
Raymond James Financial Inc. March 2011 - June 2013
Charles Schwab November 2007 - October 2010
Skills
Securities, Legal Writing, Legal Research, Westlaw, Lexis, Mutual Funds, Family Law, Employment Law, Financial Analysis, Wealth Management, Finance, Investment Strategies, Risk Management, Private Equity, Insurance, Series 7, Analysis, Investments, Banking, Options, Series 63, Asset Allocation, Cash Management, Alternative Investments, Stocks, 401k, Retirement, Equity Research, Bonds, Equity Trading, Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Nevada-Las Vegas - College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of San Diego 2002 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Lindsy Franklin's Charles Schwab Experience 2012 - Present
Job Sr. Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Morgan Stanley 2010 - 2011
BBVA Compass 2004 - 2010
Skills
Private Banking, Wealth Management, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Bank Management, Small Business Lending, Trust Services, Brokerage, Financial Advisory, Mortgage Lending, Mutual Funds, Investments, Portfolio Management, Credit Analysis, Credit, Banking, Finance, Loans
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Charles Schwab 2012 - Present
Morgan Stanley 2010 - 2011
BBVA Compass 2004 - 2010
Skills
Private Banking, Wealth Management, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Bank Management, Small Business Lending, Trust Services, Brokerage, Financial Advisory, Mortgage Lending, Mutual Funds, Investments, Portfolio Management, Credit Analysis, Credit, Banking, Finance, Loans
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Finance/Marketing
Gabriel Moreno Gabriel Moreno's Charles Schwab Experience February 2013 - Present
Job Managing Director, Home Lending Products and Marketing
Industry Banking
Experience
Charles Schwab February 2013 - Present
BBVA Compass Bank February 2006 - February 2013
Legacy Mortgage / Home Run Lending Group 2003 - 2006
Countrywide 2002 - 2003
Washington Mutual Bank 2001 - 2002
Hibernia Bank (Now Capital One) 1986 - 2001
Skills
Consumer Lending, Banking, Pricing, Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Underwriting, Small Business Lending, Credit Risk, Loan Origination, Management, Retail Banking, Finance, Portfolio Management, Leadership, Deposits, FHA, Sales, Marketing, Lines Of Credit, Financial Services, Residential Mortgages, Refinance, Cross Selling, Customer Retention, Cross-functional Team..., USDA, Credit Cards, Relationship Management, Commercial Banking, Branch Management, Treasury Management, Loan Servicing, Risk Management, Commercial Lending, Financial Risk, Mergers & Acquisitions, Executive Management, Internet Banking
Education
University of Virginia 1996 — 1998
Graduate Degree in Retail Banking Management, Post Graduate
University of New Orleans 1980 — 1984
Bachelor of Science, Business Administration
Charles Schwab February 2013 - Present
BBVA Compass Bank February 2006 - February 2013
Legacy Mortgage / Home Run Lending Group 2003 - 2006
Countrywide 2002 - 2003
Washington Mutual Bank 2001 - 2002
Hibernia Bank (Now Capital One) 1986 - 2001
Skills
Consumer Lending, Banking, Pricing, Mortgage Banking, Credit, Mortgage Lending, Loans, Credit Analysis, Underwriting, Small Business Lending, Credit Risk, Loan Origination, Management, Retail Banking, Finance, Portfolio Management, Leadership, Deposits, FHA, Sales, Marketing, Lines Of Credit, Financial Services, Residential Mortgages, Refinance, Cross Selling, Customer Retention, Cross-functional Team..., USDA, Credit Cards, Relationship Management, Commercial Banking, Branch Management, Treasury Management, Loan Servicing, Risk Management, Commercial Lending, Financial Risk, Mergers & Acquisitions, Executive Management, Internet Banking
Education
University of Virginia 1996 — 1998
Graduate Degree in Retail Banking Management, Post Graduate
University of New Orleans 1980 — 1984
Bachelor of Science, Business Administration
Lynette Mannone, PHR Lynette Mannone, PHR's Charles Schwab Experience March 2011 - Present
Job Talent Advisor at Charles Schwab
Industry Human Resources
Experience
Charles Schwab March 2011 - Present
Manpower Inc. 2010 - March 2011
American Express 2008 - 2009
USAA 2005 - 2008
Star HRG 2004 - 2005
Principal Financial Group 1992 - 2004
Skills
Talent Acquisition, Applicant Tracking...
Education
University of Nebraska at Kearney 1992 — 1996
Business Admin, Emphasis in Management
Charles Schwab March 2011 - Present
Manpower Inc. 2010 - March 2011
American Express 2008 - 2009
USAA 2005 - 2008
Star HRG 2004 - 2005
Principal Financial Group 1992 - 2004
Skills
Talent Acquisition, Applicant Tracking...
Education
University of Nebraska at Kearney 1992 — 1996
Business Admin, Emphasis in Management
Nick Carey Nick Carey's Charles Schwab Experience June 2003 - April 2007
Job Vice President, Sponsorships at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo April 2012 - Present
SportsMark Management Group April 2007 - April 2012
Charles Schwab June 2003 - April 2007
ESPN June 2001 - December 2002
Skills
Sports Marketing, sponsorship Management, strategic planning, Branding Development, New Business Development, Event Marketing, Client Services, Sponsorship Strategy, Event Management, Sponsorship, Strategic Planning, Marketing, Event Planning, Advertising, Marketing Strategy, Marketing Communications, Strategy, Public Relations, Business Development, Integrated Marketing, CRM, Leadership
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Omnicom University 2010 — 2010
Advanced Management Program
The Lawrenceville School 1992 — 1996
HS
Wells Fargo April 2012 - Present
SportsMark Management Group April 2007 - April 2012
Charles Schwab June 2003 - April 2007
ESPN June 2001 - December 2002
Skills
Sports Marketing, sponsorship Management, strategic planning, Branding Development, New Business Development, Event Marketing, Client Services, Sponsorship Strategy, Event Management, Sponsorship, Strategic Planning, Marketing, Event Planning, Advertising, Marketing Strategy, Marketing Communications, Strategy, Public Relations, Business Development, Integrated Marketing, CRM, Leadership
Education
University of North Carolina at Chapel Hill 1996 — 2000
BA
Omnicom University 2010 — 2010
Advanced Management Program
The Lawrenceville School 1992 — 1996
HS
Sudhir Dudwadkar's Charles Schwab Experience July 2005 - January 2007
Job Technical Lead at Inovant, a VISA company
Industry Information Technology and Services
Experience
Cymer July 2012 - August 2012
BlackRock January 2011 - November 2011
Wells Fargo May 2009 - November 2010
Apple November 2008 - May 2009
Wells Fargo February 2007 - July 2008
Charles Schwab July 2005 - January 2007
Wells Fargo January 2005 - June 2005
Charles Schwab May 2001 - December 2004
Inovant January 2001 - May 2001
Institute of Banking Personnel Selection January 1997 - August 2000
Education
National Centre for Software Technology (NCST, Now CDAC)
PGDST, Software Technolgy
National Institute of Industrial Engineering (NITIE)
PGDCA, Computer Applications
University of Mumbai
B.S., Electrical
Cymer July 2012 - August 2012
BlackRock January 2011 - November 2011
Wells Fargo May 2009 - November 2010
Apple November 2008 - May 2009
Wells Fargo February 2007 - July 2008
Charles Schwab July 2005 - January 2007
Wells Fargo January 2005 - June 2005
Charles Schwab May 2001 - December 2004
Inovant January 2001 - May 2001
Institute of Banking Personnel Selection January 1997 - August 2000
Education
National Centre for Software Technology (NCST, Now CDAC)
PGDST, Software Technolgy
National Institute of Industrial Engineering (NITIE)
PGDCA, Computer Applications
University of Mumbai
B.S., Electrical
Jaclyn Maley Jaclyn Maley's Charles Schwab Experience December 2014 - Present
Job Client Service Specialist at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab December 2014 - Present
Cenlar FSB July 2013 - December 2014
Pet Valu August 2010 - January 2014
Cenlar FSB November 2012 - July 2013
Cenlar FSB November 2011 - November 2012
Disability Rights New Jersey September 2010 - April 2011
Camp Awosting, Morris Connecticut July 2010 - August 2010
HomeInstead Senior Care October 2007 - July 2010
Somerset County Court House August 2006 - November 2006
Skills
Loans, Mortgage Lending, Mortgage Servicing, Microsoft Office, Loss Mitigation, Sales, Loan Servicing, Criminal Justice, Customer Service, Call Centers, Mortgage Banking, Banking, Policy, Short Sales, Foreclosures, Loan Modifications, Residential Mortgages, Finance, Negotiation, Outlook, Cold Calling, Microsoft Word, Commercial Lending, FHA, Default, Legal Research, Legal Writing, Notary Public, Westlaw, Real Estate, Lexis, Investors, Legal Documents, Due Diligence, Loan Origination
Education
Boston University 2014 — 2014
Certificate, Paralegal
University of North Carolina at Charlotte 2007 — 2010
BA, Criminal Justice
Charles Schwab December 2014 - Present
Cenlar FSB July 2013 - December 2014
Pet Valu August 2010 - January 2014
Cenlar FSB November 2012 - July 2013
Cenlar FSB November 2011 - November 2012
Disability Rights New Jersey September 2010 - April 2011
Camp Awosting, Morris Connecticut July 2010 - August 2010
HomeInstead Senior Care October 2007 - July 2010
Somerset County Court House August 2006 - November 2006
Skills
Loans, Mortgage Lending, Mortgage Servicing, Microsoft Office, Loss Mitigation, Sales, Loan Servicing, Criminal Justice, Customer Service, Call Centers, Mortgage Banking, Banking, Policy, Short Sales, Foreclosures, Loan Modifications, Residential Mortgages, Finance, Negotiation, Outlook, Cold Calling, Microsoft Word, Commercial Lending, FHA, Default, Legal Research, Legal Writing, Notary Public, Westlaw, Real Estate, Lexis, Investors, Legal Documents, Due Diligence, Loan Origination
Education
Boston University 2014 — 2014
Certificate, Paralegal
University of North Carolina at Charlotte 2007 — 2010
BA, Criminal Justice
Jamie Ratliff Jamie Ratliff's Charles Schwab Experience February 2015 - Present
Job Email & Web Producer
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Condor Web, LLC 2013 - February 2015
ON THE MARC MEDIA, LLC January 2011 - January 2013
THE TOWN TAVERN DC August 2010 - January 2011
Triangle Blvd April 2009 - August 2010
GREATER RALEIGH CONVENTION & VISITORS BUREAU July 2009 - July 2010
Skills
Social Media, Blogging, Wordpress, Facebook, Press Releases, Google Analytics, SEO, Editing, Email Marketing, Advertising, Microsoft Office, Public Relations, WordPress, Media Relations, Social Media Marketing, Google Adwords, SEM, Adobe Creative Suite, Digital Media, Dreamweaver, Marketing, Online Marketing, Copywriting
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Charles Schwab February 2015 - Present
Condor Web, LLC 2013 - February 2015
ON THE MARC MEDIA, LLC January 2011 - January 2013
THE TOWN TAVERN DC August 2010 - January 2011
Triangle Blvd April 2009 - August 2010
GREATER RALEIGH CONVENTION & VISITORS BUREAU July 2009 - July 2010
Skills
Social Media, Blogging, Wordpress, Facebook, Press Releases, Google Analytics, SEO, Editing, Email Marketing, Advertising, Microsoft Office, Public Relations, WordPress, Media Relations, Social Media Marketing, Google Adwords, SEM, Adobe Creative Suite, Digital Media, Dreamweaver, Marketing, Online Marketing, Copywriting
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
Timothy Maiefski Timothy Maiefski's Charles Schwab Experience November 1995 - June 2011
Job Managing Partner at Vigilare Wealth Management LLC
Industry Financial Services
Experience
Vigilare Wealth Management LLC June 2011 - Present
Charles Schwab November 1995 - June 2011
Skills
Strategic Financial..., Wealth Management, Fixed Income, Retirement Planning, Asset Allocation, Investments
Education
University of Nebraska at Omaha 1989 — 1993
Psychology
Vigilare Wealth Management LLC June 2011 - Present
Charles Schwab November 1995 - June 2011
Skills
Strategic Financial..., Wealth Management, Fixed Income, Retirement Planning, Asset Allocation, Investments
Education
University of Nebraska at Omaha 1989 — 1993
Psychology
Greg Cerny Greg Cerny's Charles Schwab Experience 2012 - Present
Job Risk Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2012 - Present
Al's Garden Center 2007 - 2011
Providence St. Vincent Medical Center 2006 - 2006
Washington Mutual Bank 2003 - 2005
Washington Mutual Bank 2002 - 2003
First National Bank of Omaha 1999 - 2001
Tri-Co Equipment, Inc. 1998 - 1999
Skills
Excel, Access, Word, Outlook, PowerPoint, Autocad 2007, ArcGIS, Spreadsheets, Problem Solving, Customer Service, Research, Banking, Databases, Analysis, Accounts Receivable, Program Development, Agriculture, Microsoft Office, Market Research, Microsoft Excel, Microsoft Word, New Business Development, Management
Education
University of Nebraska-Lincoln
Bachelor of Science, Agricultural Sciences & Natural Resources: Agribusiness
University of Nebraska-Lincoln
Bachelor of Science, Human Resources & Family Sciences: Financial Advising
Charles Schwab 2012 - Present
Al's Garden Center 2007 - 2011
Providence St. Vincent Medical Center 2006 - 2006
Washington Mutual Bank 2003 - 2005
Washington Mutual Bank 2002 - 2003
First National Bank of Omaha 1999 - 2001
Tri-Co Equipment, Inc. 1998 - 1999
Skills
Excel, Access, Word, Outlook, PowerPoint, Autocad 2007, ArcGIS, Spreadsheets, Problem Solving, Customer Service, Research, Banking, Databases, Analysis, Accounts Receivable, Program Development, Agriculture, Microsoft Office, Market Research, Microsoft Excel, Microsoft Word, New Business Development, Management
Education
University of Nebraska-Lincoln
Bachelor of Science, Agricultural Sciences & Natural Resources: Agribusiness
University of Nebraska-Lincoln
Bachelor of Science, Human Resources & Family Sciences: Financial Advising
Christopher Tennes Christopher Tennes's Charles Schwab Experience November 2010 - Present
Job Software Engineer, Quality Assurance at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2010 - Present
Tek Systems March 2010 - November 2010
HomeInsurance.com November 2008 - March 2010
Boca Bay Restaurant May 2008 - June 2009
A. G. Edwards/Wachovia September 2007 - January 2009
Kornerstone Bistro September 2007 - June 2008
BridgeTender Restaurant April 2000 - October 2007
Ruby Tuesday Inc January 1999 - June 2002
Skills
Training, Sales, Leadership, Customer Service, Management, Software Documentation, Insurance, Networking, Time Management, Microsoft Excel, Troubleshooting, Databases, Call Centers, Finance, Project Management
Education
University of North Carolina at Wilmington 2006 — 2008
B.S., Business Administration; Finance
Cape Fear Community College 2004 — 2006
Associates, Psychology and Finance
Charles Schwab November 2010 - Present
Tek Systems March 2010 - November 2010
HomeInsurance.com November 2008 - March 2010
Boca Bay Restaurant May 2008 - June 2009
A. G. Edwards/Wachovia September 2007 - January 2009
Kornerstone Bistro September 2007 - June 2008
BridgeTender Restaurant April 2000 - October 2007
Ruby Tuesday Inc January 1999 - June 2002
Skills
Training, Sales, Leadership, Customer Service, Management, Software Documentation, Insurance, Networking, Time Management, Microsoft Excel, Troubleshooting, Databases, Call Centers, Finance, Project Management
Education
University of North Carolina at Wilmington 2006 — 2008
B.S., Business Administration; Finance
Cape Fear Community College 2004 — 2006
Associates, Psychology and Finance
Leslie Fisher Leslie Fisher's Charles Schwab Experience May 1999 - December 1999
Job Experienced Consultant, MBA
Industry Management Consulting
Experience
TRI Resource Consulting Inc. August 2001 - Present
Junior League of Oakland East Bay, Inc. April 2011 - May 2012
People PC July 2000 - March 2001
Driveway.com January 2000 - July 2000
Charles Schwab May 1999 - December 1999
Intuit October 1997 - May 1999
Wells Fargo Bank August 1991 - October 1997
Skills
Integrated Marketing, Cross-functional Team..., Program Management, Financial Services, Business Intelligence, Project Management, Strategic Planning, Marketing Communications, Product Management, Social Media, Competitive Analysis, High Tech, Mobile Communications
Education
University of North Carolina at Chapel Hill
BA
University of San Diego
MBA
TRI Resource Consulting Inc. August 2001 - Present
Junior League of Oakland East Bay, Inc. April 2011 - May 2012
People PC July 2000 - March 2001
Driveway.com January 2000 - July 2000
Charles Schwab May 1999 - December 1999
Intuit October 1997 - May 1999
Wells Fargo Bank August 1991 - October 1997
Skills
Integrated Marketing, Cross-functional Team..., Program Management, Financial Services, Business Intelligence, Project Management, Strategic Planning, Marketing Communications, Product Management, Social Media, Competitive Analysis, High Tech, Mobile Communications
Education
University of North Carolina at Chapel Hill
BA
University of San Diego
MBA
David McSpadden David McSpadden's Charles Schwab Experience February 2000 - January 2006
Job Chief Marketing Officer
Industry Financial Services
Experience
Franklin Templeton Investments April 2007 - Present
University of North Carolina at Chapel Hill 2000 - 2012
Charles Schwab February 2000 - January 2006
Ammirati & Puris (now Lowe & Partners) 1996 - 1999
J Walter Thompson 1992 - 1996
Skills
Financial Services, Analytics, Customer Acquisition, Direct Marketing, Marketing, Marketing Communications, Business Strategy, New Business Development, Strategic Communications, Mergers & Acquisitions, Integrated Marketing, Creative Direction, Business Development
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, International Studies/Economics
Franklin Templeton Investments April 2007 - Present
University of North Carolina at Chapel Hill 2000 - 2012
Charles Schwab February 2000 - January 2006
Ammirati & Puris (now Lowe & Partners) 1996 - 1999
J Walter Thompson 1992 - 1996
Skills
Financial Services, Analytics, Customer Acquisition, Direct Marketing, Marketing, Marketing Communications, Business Strategy, New Business Development, Strategic Communications, Mergers & Acquisitions, Integrated Marketing, Creative Direction, Business Development
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, International Studies/Economics
Shane Pyle, CMT®'s Charles Schwab Experience September 1988 - March 1990
Job Branch Manager at Raymond James Financial Services, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services April 1998 - Present
Alside, Inc. April 1994 - March 1998
Research Organics, Inc. March 1992 - April 1994
The Goodyear Tire & Rubber Company June 1990 - March 1992
Charles Schwab September 1988 - March 1990
Skills
Retirement Planning, Investment Advisory, Wealth Management, 401k Rollovers, Financial Advisory, IRAs, Securities, Series 7, Investments, Strategic Financial..., Roth IRA, Fixed Annuities, Mutual Funds, Series 63, 401k, Asset Allocation, Investment Strategies, Portfolio Management, Technical Analysis, Stock Market Analysis, Public Speaking, Bonds
Education
University of Nebraska College of Medicine 1982 — 1988
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
Lincoln Southeast High School 1979 — 1982
Diploma, College Prep
Raymond James Financial Services April 1998 - Present
Alside, Inc. April 1994 - March 1998
Research Organics, Inc. March 1992 - April 1994
The Goodyear Tire & Rubber Company June 1990 - March 1992
Charles Schwab September 1988 - March 1990
Skills
Retirement Planning, Investment Advisory, Wealth Management, 401k Rollovers, Financial Advisory, IRAs, Securities, Series 7, Investments, Strategic Financial..., Roth IRA, Fixed Annuities, Mutual Funds, Series 63, 401k, Asset Allocation, Investment Strategies, Portfolio Management, Technical Analysis, Stock Market Analysis, Public Speaking, Bonds
Education
University of Nebraska College of Medicine 1982 — 1988
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
Lincoln Southeast High School 1979 — 1982
Diploma, College Prep
Forrest Robertson, CFP® Forrest Robertson, CFP®'s Charles Schwab Experience February 1999 - April 2009
Job Personal Wealth Advisor at Buckhead Investment Partners
Industry Investment Management
Experience
Buckhead Investment Partners LLC April 2009 - Present
Charles Schwab February 1999 - April 2009
Charles Schwab 1999 - 2009
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Estate Planning
Education
University of North Carolina at Chapel Hill 1987 — 1991
B.A., History
Buckhead Investment Partners LLC April 2009 - Present
Charles Schwab February 1999 - April 2009
Charles Schwab 1999 - 2009
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Estate Planning
Education
University of North Carolina at Chapel Hill 1987 — 1991
B.A., History
Matthew Lochrane Matthew Lochrane's Charles Schwab Experience March 2011 - September 2011
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Charles Schwab March 2011 - September 2011
UBS Financial Services April 2010 - August 2010
Dick's Sporting Goods November 2006 - November 2009
Advantage Surveillance July 2006 - October 2006
Foot Locker June 2003 - June 2006
United States Navy January 1999 - January 2003
Skills
Investments, Mutual Funds, Asset Allocation, Options, Strategic Financial..., Analysis, Sales, Marketing Strategy, Retail, Financial Analysis, Equities
Education
University of North Carolina at Greensboro 2007 — 2010
MBA, Business Administration
Wells Fargo Advisors January 2012 - Present
Charles Schwab March 2011 - September 2011
UBS Financial Services April 2010 - August 2010
Dick's Sporting Goods November 2006 - November 2009
Advantage Surveillance July 2006 - October 2006
Foot Locker June 2003 - June 2006
United States Navy January 1999 - January 2003
Skills
Investments, Mutual Funds, Asset Allocation, Options, Strategic Financial..., Analysis, Sales, Marketing Strategy, Retail, Financial Analysis, Equities
Education
University of North Carolina at Greensboro 2007 — 2010
MBA, Business Administration
Jessica Hoelscher Jessica Hoelscher's Charles Schwab Experience September 2010 - June 2012
Job Marketing Manager at TradeKing
Industry Financial Services
Experience
TradeKing April 2015 - Present
TradeKing September 2013 - April 2015
TradeKing September 2012 - September 2013
Charles Schwab September 2010 - June 2012
Charles Schwab August 2008 - September 2010
International Financial Data Services (Canada) LTD February 2008 - June 2008
Boston Financial Data Services/DST September 2005 - February 2008
Skills
Series 7, Series 66, Series 9, Series 10, Series 4, Series 24, AAMS, Investments, Mutual Funds, Finance, Trading, FINRA, Options, Asset Management, Uniform Combined State..., Business Relationship..., Corporate Finance, Tax Reporting, Retirement Savings, Customer Support, Workflow Management, RIAs, Suitability Analysis, Risk Management, Series 63, Customer Service, Equities, Financial Services, Securities
Education
University of North Carolina at Charlotte
TradeKing April 2015 - Present
TradeKing September 2013 - April 2015
TradeKing September 2012 - September 2013
Charles Schwab September 2010 - June 2012
Charles Schwab August 2008 - September 2010
International Financial Data Services (Canada) LTD February 2008 - June 2008
Boston Financial Data Services/DST September 2005 - February 2008
Skills
Series 7, Series 66, Series 9, Series 10, Series 4, Series 24, AAMS, Investments, Mutual Funds, Finance, Trading, FINRA, Options, Asset Management, Uniform Combined State..., Business Relationship..., Corporate Finance, Tax Reporting, Retirement Savings, Customer Support, Workflow Management, RIAs, Suitability Analysis, Risk Management, Series 63, Customer Service, Equities, Financial Services, Securities
Education
University of North Carolina at Charlotte
Tony Eldridge Tony Eldridge's Charles Schwab Experience January 1997 - May 2002
Job OutoftheBox Communications Thought Leader. Let's get connected!
Industry Marketing and Advertising
Experience
Marketing Tips For Authors February 2009 - Present
Author 2002 - Present
Technicallead.com September 2005 - April 2007
Edward Jones 2002 - 2003
Charles Schwab January 1997 - May 2002
Skills
Books, Blogging, Newsletters, Published Author, Marketing, Web Content, Creative Writing, Publishing, Proofreading, Copywriting, Social Networking, Copy Editing, Social Media, Social Media Marketing, Public Speaking, Business Communications, Instructor-led Training, Seminars, Coaching, Problem Solving, Online Product Launches, Consulting, Writing, Financial Markets, Internal Communications, Advertising, Journalism, Ghostwriting, Press Releases, Online Advertising, Facebook, Content Development, Digital Strategy, Ebooks, Storytelling, Content Writing, Training, SEO copywriting, Web Design, Strategy, Content Strategy, Feature Articles, E-commerce, Marketing Copy, Editing, AP Style, Publications, Leadership, Freelance Writing, Magazine Articles
Education
University of South Alabama 1995 — 1996
Masters (incomplete), Communications
University of North Alabama 1992 — 1993
Bachelor of Science (BS), Communication and Media Studies
Florida College 1988 — 1990
AA, Liberal Arts and Sciences, General Studies and Humanities
Marketing Tips For Authors February 2009 - Present
Author 2002 - Present
Technicallead.com September 2005 - April 2007
Edward Jones 2002 - 2003
Charles Schwab January 1997 - May 2002
Skills
Books, Blogging, Newsletters, Published Author, Marketing, Web Content, Creative Writing, Publishing, Proofreading, Copywriting, Social Networking, Copy Editing, Social Media, Social Media Marketing, Public Speaking, Business Communications, Instructor-led Training, Seminars, Coaching, Problem Solving, Online Product Launches, Consulting, Writing, Financial Markets, Internal Communications, Advertising, Journalism, Ghostwriting, Press Releases, Online Advertising, Facebook, Content Development, Digital Strategy, Ebooks, Storytelling, Content Writing, Training, SEO copywriting, Web Design, Strategy, Content Strategy, Feature Articles, E-commerce, Marketing Copy, Editing, AP Style, Publications, Leadership, Freelance Writing, Magazine Articles
Education
University of South Alabama 1995 — 1996
Masters (incomplete), Communications
University of North Alabama 1992 — 1993
Bachelor of Science (BS), Communication and Media Studies
Florida College 1988 — 1990
AA, Liberal Arts and Sciences, General Studies and Humanities
Robin Mcloughlin Robin Mcloughlin's Charles Schwab Experience PurchasingData General Corporation1980 - 1986
Job Administration at Charles Schwab
Industry Financial Services
Experience
Charles Schwab PurchasingData General Corporation1980 - 1986
Education
Portsmouth High School 1973 — 1977
New Hampshire College
Business Management
University of New Hampshire
Communications
Charles Schwab PurchasingData General Corporation1980 - 1986
Education
Portsmouth High School 1973 — 1977
New Hampshire College
Business Management
University of New Hampshire
Communications
Jenni Dunlap's Charles Schwab Experience November 2009 - June 2011
Job Director, Compensation at Time Inc.
Industry Publishing
Experience
Time Inc. August 2015 - Present
Time Inc. June 2013 - Present
Time Inc. September 2012 - June 2013
Union Bank June 2011 - April 2012
Charles Schwab November 2009 - June 2011
CareerBuilder.com February 2009 - November 2009
CareerBuilder.com January 2008 - February 2009
CareerBuilder.com August 2006 - January 2008
Vilcom May 2005 - July 2006
Skills
Sales Compensation, Workday, Deferred Compensation, Incentive Programs, Compensation Structures, Job Evaluation, Human Resources, PeopleSoft, Management, Benchmarking, Analysis, Payroll, Process Improvement, Compensation, Project Management, Microsoft Excel, Compensation & Benefit, Salary Benchmarking, SharePoint, Job Analysis, PowerPoint, Market Pricing, Communication, Salary, Access
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, International Studies & Political Science
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Political science
Time Inc. August 2015 - Present
Time Inc. June 2013 - Present
Time Inc. September 2012 - June 2013
Union Bank June 2011 - April 2012
Charles Schwab November 2009 - June 2011
CareerBuilder.com February 2009 - November 2009
CareerBuilder.com January 2008 - February 2009
CareerBuilder.com August 2006 - January 2008
Vilcom May 2005 - July 2006
Skills
Sales Compensation, Workday, Deferred Compensation, Incentive Programs, Compensation Structures, Job Evaluation, Human Resources, PeopleSoft, Management, Benchmarking, Analysis, Payroll, Process Improvement, Compensation, Project Management, Microsoft Excel, Compensation & Benefit, Salary Benchmarking, SharePoint, Job Analysis, PowerPoint, Market Pricing, Communication, Salary, Access
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, International Studies & Political Science
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (B.A.), Political science
Steve Schindehette Steve Schindehette's Charles Schwab Experience April 2014 - Present
Job Operations @ Charles Schwab Document Control
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
www.beerbellybikers.com 2012 - Present
Lake Shore Digital Media October 2013 - May 2014
Auditory Sensations,Inc April 1998 - October 2013
Metra Electronics October 2011 - July 2012
Skills
Consumer Electronics, Home Theater, Sound, Home Automation, Product Development, Integration, Budgets, Leadership, Marketing, Product Marketing, Account Management, Retail, Sales, Sales Management, Strategic Planning, Sales Operations, Team Building, Trade Shows, Management, New Business Development, Product Management, Electronics, B2B, Marketing Strategy
Education
University of North Carolina at Wilmington 1984 — 1987
B.S in Marine Science, Marine Biology
St.Chales High School 1978 — 1982
4 Year High School, Biology, General
Charles Schwab April 2014 - Present
www.beerbellybikers.com 2012 - Present
Lake Shore Digital Media October 2013 - May 2014
Auditory Sensations,Inc April 1998 - October 2013
Metra Electronics October 2011 - July 2012
Skills
Consumer Electronics, Home Theater, Sound, Home Automation, Product Development, Integration, Budgets, Leadership, Marketing, Product Marketing, Account Management, Retail, Sales, Sales Management, Strategic Planning, Sales Operations, Team Building, Trade Shows, Management, New Business Development, Product Management, Electronics, B2B, Marketing Strategy
Education
University of North Carolina at Wilmington 1984 — 1987
B.S in Marine Science, Marine Biology
St.Chales High School 1978 — 1982
4 Year High School, Biology, General
Nicholas Troxell's Charles Schwab Experience July 2012 - October 2013
Job Channel Sales Account Manager at NetApp
Industry Information Technology and Services
Experience
NetApp August 2014 - Present
Startup Weekend June 2013 - Present
NetApp October 2013 - August 2014
Charles Schwab July 2012 - October 2013
Preston Oral-Maxillofacial Surgery May 2011 - June 2012
University of North Carolina at Chapel Hill August 2008 - May 2012
Malcolm D. Forbes Group - UNC Department of Chemistry August 2010 - May 2011
University of North Carolina at Chapel Hill August 2009 - May 2011
Student Painters February 2010 - August 2010
Devil's Ridge Golf Club May 2006 - January 2010
Skills
Music, Dexterity, Microsoft Excel, AED, First Aid, and CPR, Research, PowerPoint, Microsoft Office, Public Speaking, Community Outreach, Event Planning, Microsoft Word, Statistics, Non-profits, Data Analysis, Social Media, Happy Hour, Business Development, Cloud Computing, Data Center
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Business Administration + Entrepreneurship + Chemistry, Entreprenuership
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration
NetApp August 2014 - Present
Startup Weekend June 2013 - Present
NetApp October 2013 - August 2014
Charles Schwab July 2012 - October 2013
Preston Oral-Maxillofacial Surgery May 2011 - June 2012
University of North Carolina at Chapel Hill August 2008 - May 2012
Malcolm D. Forbes Group - UNC Department of Chemistry August 2010 - May 2011
University of North Carolina at Chapel Hill August 2009 - May 2011
Student Painters February 2010 - August 2010
Devil's Ridge Golf Club May 2006 - January 2010
Skills
Music, Dexterity, Microsoft Excel, AED, First Aid, and CPR, Research, PowerPoint, Microsoft Office, Public Speaking, Community Outreach, Event Planning, Microsoft Word, Statistics, Non-profits, Data Analysis, Social Media, Happy Hour, Business Development, Cloud Computing, Data Center
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Business Administration + Entrepreneurship + Chemistry, Entreprenuership
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BS, Business Administration
Shikha Tikku Shikha Tikku's Charles Schwab Experience August 2008 - April 2009
Job System Analyst, Object Edge Inc
Industry Information Technology and Services
Experience
Object Edge August 2009 - Present
Natura 2012 - 2012
Exito.com 2011 - 2011
National Pen April 2010 - September 2010
Blue Shield of California May 2009 - March 2010
Charles Schwab August 2008 - April 2009
University of North Carolina at Charlotte August 2007 - December 2007
University of North Carolina at Charlotte August 2006 - December 2007
Skills
E-commerce, ATG Commerce, Project Management, Test Planning, Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, Leadership, MS Project, UML Tools, System Testing, Resource Management, Gap Analysis, Endeca, Test Management, Software Project..., Project Planning, Visio, Enterprise Architecture, Requirements Management, Web Analytics, Change Management, Selenium, Defect Tracking, Release Management, HIPAA, Health Insurance, Equity Trading, SQL, Jenkins, Scrum, Test Cases, Microsoft Project
Education
University of North Carolina at Charlotte 2006 — 2007
Masters, Electrical Engineering
University of Mumbai 2002 — 2006
B.E., Electronics and Telecommunication
Object Edge August 2009 - Present
Natura 2012 - 2012
Exito.com 2011 - 2011
National Pen April 2010 - September 2010
Blue Shield of California May 2009 - March 2010
Charles Schwab August 2008 - April 2009
University of North Carolina at Charlotte August 2007 - December 2007
University of North Carolina at Charlotte August 2006 - December 2007
Skills
E-commerce, ATG Commerce, Project Management, Test Planning, Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, Leadership, MS Project, UML Tools, System Testing, Resource Management, Gap Analysis, Endeca, Test Management, Software Project..., Project Planning, Visio, Enterprise Architecture, Requirements Management, Web Analytics, Change Management, Selenium, Defect Tracking, Release Management, HIPAA, Health Insurance, Equity Trading, SQL, Jenkins, Scrum, Test Cases, Microsoft Project
Education
University of North Carolina at Charlotte 2006 — 2007
Masters, Electrical Engineering
University of Mumbai 2002 — 2006
B.E., Electronics and Telecommunication
GP (Greg) Pszonek GP (Greg) Pszonek's Charles Schwab Experience March 2000 - November 2001
Job Senior Change Management Consultant at Pacific Gas and Electric Company
Industry Management Consulting
Experience
Pacific Gas and Electric Company April 2015 - Present
Littler Mendelson March 2014 - January 2015
Salesforce November 2012 - November 2013
University of California Office of the President March 2012 - November 2012
AAA NCNU August 2009 - April 2011
AAA NCNU September 2005 - August 2009
AAA NCNU October 2003 - September 2005
AAA NCNU November 2002 - October 2003
FREMONT GROUP November 2001 - April 2002
CHARLES SCHWAB March 2000 - November 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
Pacific Gas and Electric Company April 2015 - Present
Littler Mendelson March 2014 - January 2015
Salesforce November 2012 - November 2013
University of California Office of the President March 2012 - November 2012
AAA NCNU August 2009 - April 2011
AAA NCNU September 2005 - August 2009
AAA NCNU October 2003 - September 2005
AAA NCNU November 2002 - October 2003
FREMONT GROUP November 2001 - April 2002
CHARLES SCHWAB March 2000 - November 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1997
Terence Moore, Jr. Terence Moore, Jr.'s Charles Schwab Experience August 2011 - December 2011
Job Senior Software Analyst/Engineer at Transamerica
Industry Computer Software
Experience
Transamerica July 2013 - Present
SmartApp Technology, LLC February 2008 - Present
Bank of America January 2012 - May 2013
Charles Schwab August 2011 - December 2011
Wells Fargo March 2010 - August 2011
RealTime Intelligence February 2008 - December 2009
MobileHWY June 2005 - February 2008
Skills
Servlets, JSP, JUnit, Spring, Hibernate, XML, Ant, JDBC, J2ME, J2EE, MySQL, Struts, JSON, XSLT, Java, JavaScript, jQuery, HTML, TestNG, Android, C#, SOA, JAXB, ASP.NET, ASP, Axis, ADO.NET, RIM, JAXP, WML, WAP, Web Services, SOAP, Tomcat, AJAX, Eclipse, Design Patterns, Java Enterprise Edition, Microsoft SQL Server, Oracle, Enterprise Architecture, Mobile Applications
Education
University of North Carolina at Charlotte 2001 — 2003
Bachelors, Computer Science
Transamerica July 2013 - Present
SmartApp Technology, LLC February 2008 - Present
Bank of America January 2012 - May 2013
Charles Schwab August 2011 - December 2011
Wells Fargo March 2010 - August 2011
RealTime Intelligence February 2008 - December 2009
MobileHWY June 2005 - February 2008
Skills
Servlets, JSP, JUnit, Spring, Hibernate, XML, Ant, JDBC, J2ME, J2EE, MySQL, Struts, JSON, XSLT, Java, JavaScript, jQuery, HTML, TestNG, Android, C#, SOA, JAXB, ASP.NET, ASP, Axis, ADO.NET, RIM, JAXP, WML, WAP, Web Services, SOAP, Tomcat, AJAX, Eclipse, Design Patterns, Java Enterprise Edition, Microsoft SQL Server, Oracle, Enterprise Architecture, Mobile Applications
Education
University of North Carolina at Charlotte 2001 — 2003
Bachelors, Computer Science
Anthony Arthur's Charles Schwab Experience 2011 - 2011
Job Owner, Gigabit LLC
Industry Information Technology and Services
Experience
Gigabit LLC February 2004 - Present
Charles Schwab 2011 - 2011
Charles Schwab 2011 - 2011
Apple Computer 1998 - 2003
Fannie Mae 1995 - 1997
Skills
Objective-C, iOS development, Cocoa, Xcode, iPhone, Subversion, Java, Mac OS X, iPad, Agile Methodologies, iOS, Git, JavaScript, Software Development, C, Mobile Devices, OS X, Mobile Applications
Education
University of New Orleans 1990 — 1993
Bachelor of Science (BS), Computer Science
Gigabit LLC February 2004 - Present
Charles Schwab 2011 - 2011
Charles Schwab 2011 - 2011
Apple Computer 1998 - 2003
Fannie Mae 1995 - 1997
Skills
Objective-C, iOS development, Cocoa, Xcode, iPhone, Subversion, Java, Mac OS X, iPad, Agile Methodologies, iOS, Git, JavaScript, Software Development, C, Mobile Devices, OS X, Mobile Applications
Education
University of New Orleans 1990 — 1993
Bachelor of Science (BS), Computer Science
Steven Brundrett Steven Brundrett's Charles Schwab Experience 1982 - 2001
Job Managing Director NASDAQ OMX Corporate Client Group
Industry Financial Services
Experience
NASDAQ OMX September 2003 - Present
Citi 2001 - 2003
Charles Schwab 1982 - 2001
Education
University of Nebraska at Omaha
Business Administration, Finance
NASDAQ OMX September 2003 - Present
Citi 2001 - 2003
Charles Schwab 1982 - 2001
Education
University of Nebraska at Omaha
Business Administration, Finance
Mike Lehr Mike Lehr's Charles Schwab Experience December 1997 - May 2002
Job Senior IA Compliance Analyst at Invest Financial Corporation
Industry Financial Services
Experience
Invest Financial March 2008 - Present
SunTrust Investment Services 2004 - 2008
Schwab Institutional May 2002 - May 2004
Charles Schwab December 1997 - May 2002
Skills
FINRA, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Compliance, Investments, Investment Advisory, Insurance, Banking, Risk Management, Asset Allocation, Trading, Alternative Investments, Annuities, Bonds, Options, Series 24, Excel, Customer Service, Microsoft Office, Outlook, Word, 401k, AML, Financial Services, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Investment Management, Series 65, Fixed Annuities, Life Insurance, Relationship Management, Hedge Funds, Financial Planning
Education
University of Nebraska-Lincoln 1981 — 1985
BS in Business Administration, Finance
Invest Financial March 2008 - Present
SunTrust Investment Services 2004 - 2008
Schwab Institutional May 2002 - May 2004
Charles Schwab December 1997 - May 2002
Skills
FINRA, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Compliance, Investments, Investment Advisory, Insurance, Banking, Risk Management, Asset Allocation, Trading, Alternative Investments, Annuities, Bonds, Options, Series 24, Excel, Customer Service, Microsoft Office, Outlook, Word, 401k, AML, Financial Services, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Investment Management, Series 65, Fixed Annuities, Life Insurance, Relationship Management, Hedge Funds, Financial Planning
Education
University of Nebraska-Lincoln 1981 — 1985
BS in Business Administration, Finance
Nicholas Kelley's Charles Schwab Experience November 2014 - Present
Job Product Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Axiall Corporation January 2013 - August 2014
Axiall Corporation January 2012 - January 2013
Georgia Gulf Corporation September 2011 - January 2012
Piedmont Wildlife Center January 2011 - May 2011
Skills
Process Improvement, Business Analysis, Project Management, Google Apps, SharePoint, Microsoft Office, Six Sigma, Business Intelligence, Visio, Active Directory, Web Design, Social Media Outreach, Project Portfolio..., Business Process..., Google Analytics, Agile Methodologies, Product Development, SQL, Software Development..., Ektron Content..., Lean Operations, IBM BlueWorks Live, Google Apps Script, Software Quality..., UPK, Photoshop Elements, Change Management, Business Modeling
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's, Political Science, Peace, War & Defense
Jay M. Robinson High School 2003 — 2007
H.S. Diploma
Charles Schwab November 2014 - Present
Axiall Corporation January 2013 - August 2014
Axiall Corporation January 2012 - January 2013
Georgia Gulf Corporation September 2011 - January 2012
Piedmont Wildlife Center January 2011 - May 2011
Skills
Process Improvement, Business Analysis, Project Management, Google Apps, SharePoint, Microsoft Office, Six Sigma, Business Intelligence, Visio, Active Directory, Web Design, Social Media Outreach, Project Portfolio..., Business Process..., Google Analytics, Agile Methodologies, Product Development, SQL, Software Development..., Ektron Content..., Lean Operations, IBM BlueWorks Live, Google Apps Script, Software Quality..., UPK, Photoshop Elements, Change Management, Business Modeling
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's, Political Science, Peace, War & Defense
Jay M. Robinson High School 2003 — 2007
H.S. Diploma
Romania Lee Romania Lee's Charles Schwab Experience 2007 - 2012
Job FINRA Series 7 & 66, CA Life Insurance, Licensed Real Estate Agent
Industry Financial Services
Experience
NAI Northern California 2013 - 2014
Charles Schwab 2007 - 2012
UBS 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Asset Allocation, Series 7, Investment Strategies, Mutual Funds, Retirement Planning, Sales, Investment Advisory, Securities, Finance
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Arts, Journalism and Mass Communications
NAI Northern California 2013 - 2014
Charles Schwab 2007 - 2012
UBS 2005 - 2007
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Investments, Asset Allocation, Series 7, Investment Strategies, Mutual Funds, Retirement Planning, Sales, Investment Advisory, Securities, Finance
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Arts, Journalism and Mass Communications
Gregory Curran Gregory Curran's Charles Schwab Experience July 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments September 2013 - July 2015
Technology Business Research, Inc. February 2013 - August 2013
Souhegan High School December 2011 - March 2012
University of New Hampshire May 2009 - May 2011
University of New Hampshire January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, PowerPoint, Microsoft Word, Public Speaking, Research, Strategic Planning, Data Analysis
Education
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Charles Schwab July 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments September 2013 - July 2015
Technology Business Research, Inc. February 2013 - August 2013
Souhegan High School December 2011 - March 2012
University of New Hampshire May 2009 - May 2011
University of New Hampshire January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Social Media, PowerPoint, Microsoft Word, Public Speaking, Research, Strategic Planning, Data Analysis
Education
University of New Hampshire 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Jamie (Goodwin) Andersen, AIF® Jamie (Goodwin) Andersen, AIF®'s Charles Schwab Experience 2005 - 2008
Job Private Sector Retirement Plan Field Rep, Nationwide
Industry Financial Services
Experience
Nationwide Financial November 2014 - Present
DC Retirement Strategies February 2014 - October 2014
Nationwide Financial September 2010 - February 2014
Orizon Investment Counsel, LLC September 2008 - September 2010
Charles Schwab 2005 - 2008
JPMorgan Chase 2003 - 2005
Skills
401k, Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Finance, Financial Services, Investment Advisory, Management, Sales Management
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science (BS), Marketing
Nationwide Financial November 2014 - Present
DC Retirement Strategies February 2014 - October 2014
Nationwide Financial September 2010 - February 2014
Orizon Investment Counsel, LLC September 2008 - September 2010
Charles Schwab 2005 - 2008
JPMorgan Chase 2003 - 2005
Skills
401k, Asset Allocation, Investments, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Finance, Financial Services, Investment Advisory, Management, Sales Management
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science (BS), Marketing
Chrystine Mills's Charles Schwab Experience July 2012 - Present
Job Senior Compliance Manager Independent Branch Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2012 - Present
Charles Schwab December 2010 - July 2012
Charles Schwab June 2008 - December 2010
Charles Schwab 1999 - 2008
Pioneer Investments 2002 - 2004
Education
University of Nebraska at Omaha
Charles Schwab July 2012 - Present
Charles Schwab December 2010 - July 2012
Charles Schwab June 2008 - December 2010
Charles Schwab 1999 - 2008
Pioneer Investments 2002 - 2004
Education
University of Nebraska at Omaha
Brian Balogh Brian Balogh's Charles Schwab Experience September 2005 - Present
Job Vice President, Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2005 - Present
Skills
Wealth Management
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Political Science and Government
Charles Schwab September 2005 - Present
Skills
Wealth Management
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Political Science and Government
Michael Culp Michael Culp's Charles Schwab Experience April 1993 - Present
Job Managing Director, Relationship Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1993 - Present
Skills
Management, Data Analysis, Risk Management, Risk Assessment, Team Building, Retirement Plan..., Relationship Building, Employee Training, Relationship Management, Cross-functional Team...
Education
University of Mount Union 1978 — 1983
Bachelor's Degree, History
Charles Schwab April 1993 - Present
Skills
Management, Data Analysis, Risk Management, Risk Assessment, Team Building, Retirement Plan..., Relationship Building, Employee Training, Relationship Management, Cross-functional Team...
Education
University of Mount Union 1978 — 1983
Bachelor's Degree, History
Pete Galvin Pete Galvin's Charles Schwab Experience August 2009 - August 2011
Job Branch Vice President North Florida Division
Industry Financial Services
Experience
Pulte Mortgage August 2011 - Present
Charles Schwab August 2009 - August 2011
CTX Mortgage Company August 1994 - December 2008
CTX Mortgage August 1994 - June 2003
Skills
Mortgage Lending, Sales Management, Leadership, Loans, Management, Loan Origination, FHA, Strategic Planning, Residential Homes, CRM, USDA, Investment Properties, Real Estate, Training, Finance, Selling, Financial Services, Team Leadership, Strategy, Sales, Process Improvement, Program Management, Refinance, Recruiting, Residential Mortgages, VA loans, Operations Management, FHA financing, Mortgage Banking, Banking, Mortgage Underwriting, Sales Operations, Government Loans, Credit Analysis, Credit, Certified Mortgage..., Construction Loans, Underwriting
Education
University of North Carolina at Greensboro 1979 — 1982
Business Administration
Pulte Mortgage August 2011 - Present
Charles Schwab August 2009 - August 2011
CTX Mortgage Company August 1994 - December 2008
CTX Mortgage August 1994 - June 2003
Skills
Mortgage Lending, Sales Management, Leadership, Loans, Management, Loan Origination, FHA, Strategic Planning, Residential Homes, CRM, USDA, Investment Properties, Real Estate, Training, Finance, Selling, Financial Services, Team Leadership, Strategy, Sales, Process Improvement, Program Management, Refinance, Recruiting, Residential Mortgages, VA loans, Operations Management, FHA financing, Mortgage Banking, Banking, Mortgage Underwriting, Sales Operations, Government Loans, Credit Analysis, Credit, Certified Mortgage..., Construction Loans, Underwriting
Education
University of North Carolina at Greensboro 1979 — 1982
Business Administration
Sean Aitken Sean Aitken's Charles Schwab Experience April 2007 - Present
Job Sr. Software Engineer and Designer
Industry Computer Software
Experience
Charles Schwab April 2007 - Present
Clever Soundworks February 1977 - Present
Buxco Electronics April 2006 - April 2007
Tekelec January 2001 - April 2007
Interlan January 2000 - January 2001
Planet-E Creations January 1999 - January 2000
Isaac Internet February 1997 - January 1999
Skills
Game Development, 3D, Graphic Design, .NET, C#, JavaScript, CSS, HTML, Agile Methodologies, SQL, Objective-C, Web Applications, Java, WPF, Unix, XML, iOS, Object Oriented Design, iOS Development, Android Development, Recording Engineer, C++, Web Development, C/C++
Education
Wake Technical Community College 2014 — 2017
Simulation and Game Design
University of North Carolina at Wilmington 1995 — 2000
Computer Science
Charles Schwab April 2007 - Present
Clever Soundworks February 1977 - Present
Buxco Electronics April 2006 - April 2007
Tekelec January 2001 - April 2007
Interlan January 2000 - January 2001
Planet-E Creations January 1999 - January 2000
Isaac Internet February 1997 - January 1999
Skills
Game Development, 3D, Graphic Design, .NET, C#, JavaScript, CSS, HTML, Agile Methodologies, SQL, Objective-C, Web Applications, Java, WPF, Unix, XML, iOS, Object Oriented Design, iOS Development, Android Development, Recording Engineer, C++, Web Development, C/C++
Education
Wake Technical Community College 2014 — 2017
Simulation and Game Design
University of North Carolina at Wilmington 1995 — 2000
Computer Science
Natalie Wittmann Ott Natalie Wittmann Ott's Charles Schwab Experience June 1999 - Present
Job Senior Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor's Degree
Charles Schwab June 1999 - Present
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor's Degree
Steven Ouellette, CFP®, AAMS®, AIF® Steven Ouellette, CFP®, AAMS®, AIF®'s Charles Schwab Experience October 2008 - April 2010
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Charles Schwab October 2008 - April 2010
TIAA-CREF November 2006 - October 2008
Charles Schwab April 2003 - November 2006
Citizens Investment Services April 2002 - April 2003
PaineWebber April 2000 - April 2002
PaineWebber June 1998 - July 2000
Skills
Asset Allocation, Alternative Investments, Finance, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 1994 — 1998
BA, Communication, General
TIAA-CREF April 2010 - Present
Charles Schwab October 2008 - April 2010
TIAA-CREF November 2006 - October 2008
Charles Schwab April 2003 - November 2006
Citizens Investment Services April 2002 - April 2003
PaineWebber April 2000 - April 2002
PaineWebber June 1998 - July 2000
Skills
Asset Allocation, Alternative Investments, Finance, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Wealth Management
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (MBA)
University of Rhode Island 1994 — 1998
BA, Communication, General
Alicia Long Alicia Long's Charles Schwab Experience August 2014 - Present
Job Senior Branch Operations Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
Charles Schwab August 2014 - Present
Charles Schwab February 2013 - August 2014
COR Clearing July 2012 - December 2012
TD Ameritrade October 2011 - July 2012
TD Ameritrade September 2009 - September 2011
TD Ameritrade November 2008 - July 2009
TD Ameritrade April 2007 - November 2008
TD Ameritrade May 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 9/10
Education
University of Nebraska at Omaha
Finance
David Enos David Enos's Charles Schwab Experience October 2011 - October 2013
Job Front Office Manager at Napili Kai Beach Resort
Industry Hospitality
Experience
Napili Kai Beach Resort October 2013 - Present
Charles Schwab October 2011 - October 2013
AT&T November 2010 - May 2011
Walt Disney Parks and Resorts June 2010 - October 2010
Walt Disney World Park Operations January 2010 - June 2010
AEG Live February 2007 - January 2010
Ticketmaster Marketing Department August 2009 - December 2009
AWG Destination Services October 2005 - January 2007
Skills
Social Media Marketing, Marketing, Facebook, Marketing Communications, Customer Service, Advertising, OS X, Social Media
Education
University of Nevada-Las Vegas 2004 — 2009
B.S., Hotel Administration
Napili Kai Beach Resort October 2013 - Present
Charles Schwab October 2011 - October 2013
AT&T November 2010 - May 2011
Walt Disney Parks and Resorts June 2010 - October 2010
Walt Disney World Park Operations January 2010 - June 2010
AEG Live February 2007 - January 2010
Ticketmaster Marketing Department August 2009 - December 2009
AWG Destination Services October 2005 - January 2007
Skills
Social Media Marketing, Marketing, Facebook, Marketing Communications, Customer Service, Advertising, OS X, Social Media
Education
University of Nevada-Las Vegas 2004 — 2009
B.S., Hotel Administration
Sabra Schell Sabra Schell's Charles Schwab Experience 1989 - 1996
Job VP Marketing at E&I Cooperative Services, a strategic sourcing solutions provider for the education market
Industry Education Management
Experience
E&I Cooperative Services April 2004 - Present
Schwab Capital Markets 1996 - 2002
Charles Schwab 1989 - 1996
JPMorgan Chase 1986 - 1989
The Foundation Center 1983 - 1986
Skills
Strategic Planning, Contract Negotiation, Marketing Strategy, Marketing, Procurement, Business Development, Negotiation, Purchasing, Strategic Partnerships, Strategic Sourcing, B2B, Team Building, Public Relations, Market Research, Strategy, Brand Management, Online Advertising
Education
The New School of New York University 1987 — 1988
Direct Marketing Diploma
University of North Carolina at Chapel Hill 1979 — 1983
BA, English, American Studies
E&I Cooperative Services April 2004 - Present
Schwab Capital Markets 1996 - 2002
Charles Schwab 1989 - 1996
JPMorgan Chase 1986 - 1989
The Foundation Center 1983 - 1986
Skills
Strategic Planning, Contract Negotiation, Marketing Strategy, Marketing, Procurement, Business Development, Negotiation, Purchasing, Strategic Partnerships, Strategic Sourcing, B2B, Team Building, Public Relations, Market Research, Strategy, Brand Management, Online Advertising
Education
The New School of New York University 1987 — 1988
Direct Marketing Diploma
University of North Carolina at Chapel Hill 1979 — 1983
BA, English, American Studies
Datt D. Patel Datt D. Patel's Charles Schwab Experience November 2013 - July 2015
Job Performance Intelligence Analyst, Adroit Digital
Industry Information Technology and Services
Experience
Adroit Digital July 2015 - Present
Startup Weekend August 2013 - Present
Charles Schwab November 2013 - July 2015
Charles Schwab December 2012 - November 2013
Hebbian Group LLC March 2012 - December 2012
USMP November 2011 - August 2012
Haridev LLC August 2010 - August 2011
UNC Biomedical Department January 2011 - May 2011
UNC Biomedical Department August 2010 - December 2010
Cardone Automotive Industries June 2010 - August 2010
Skills
Matlab, Simulink, Solidworks, Solidworks Simulation, Multisim, Inventor, Datastudio, ChemDraw, Citrix, Labview, MS Office Suite, Analog Circuit Design, Digital Electronics, Precision Machining, Microcontrollers, Data Acquisition, Microsoft Office, CRM, Integration, Research, Microsoft Excel, Troubleshooting, Salesforce.com, Project Management, Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
Applied Sciences- Biomedical Engineering, Biomedical Engineering
Adroit Digital July 2015 - Present
Startup Weekend August 2013 - Present
Charles Schwab November 2013 - July 2015
Charles Schwab December 2012 - November 2013
Hebbian Group LLC March 2012 - December 2012
USMP November 2011 - August 2012
Haridev LLC August 2010 - August 2011
UNC Biomedical Department January 2011 - May 2011
UNC Biomedical Department August 2010 - December 2010
Cardone Automotive Industries June 2010 - August 2010
Skills
Matlab, Simulink, Solidworks, Solidworks Simulation, Multisim, Inventor, Datastudio, ChemDraw, Citrix, Labview, MS Office Suite, Analog Circuit Design, Digital Electronics, Precision Machining, Microcontrollers, Data Acquisition, Microsoft Office, CRM, Integration, Research, Microsoft Excel, Troubleshooting, Salesforce.com, Project Management, Data Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2011
Applied Sciences- Biomedical Engineering, Biomedical Engineering
Susan Barefoot Susan Barefoot's Charles Schwab Experience February 2015 - March 2015
Job Principal and Owner at S. Barefoot Documentation Development
Industry Writing and Editing
Experience
S. Barefoot Documentation Development August 2013 - May 2015
Charles Schwab February 2015 - March 2015
Alliance of Professionals & Consultants, Inc. (APC) January 2014 - March 2014
Deutsche Bank November 2013 - December 2013
Power Analytics Corporation February 2012 - July 2013
S.Barefoot May 2011 - February 2012
Global Knowledge Training March 2011 - May 2011
Eaton Corporation, and Ceridian, Inc. June 2010 - December 2010
Telerent, TeleHealth Services, Inc. June 2008 - January 2009
Systems Documentation, Inc. March 2006 - March 2008
Skills
Technical Writing, Web site copy, RFP preparation, Online Marketing, Microsoft Office, FrameMaker, Editing, Illustration, Websites, Online Advertising, Visio, RFP, Madcap Flare, SharePoint, Content Management, Project Management, Photoshop, Adobe Creative Suite, Wikis, Program Management, Document Management, Web Design, Single Sourcing, Manuals, Content Development, DITA, Instructional Design, Technical Communication, SnagIt, HTML, MadCap Flare, Release Notes, Structured Authoring, RoboHelp, Online Help, Technical Documentation, Training, Adobe Acrobat, Arbortext, Software Documentation, Online Help Development, Dreamweaver, Guides, Technical Editing, Employee Training, CMS, Captivate, Interviews, SGML, Information Architecture
Education
Wake Technical Community College
Web Development and Design
Duke University, North Carolina
Durham Technical College
Diploma, Architectural Drafting
University of North Carolina at Greensboro
B.A., Art
S. Barefoot Documentation Development August 2013 - May 2015
Charles Schwab February 2015 - March 2015
Alliance of Professionals & Consultants, Inc. (APC) January 2014 - March 2014
Deutsche Bank November 2013 - December 2013
Power Analytics Corporation February 2012 - July 2013
S.Barefoot May 2011 - February 2012
Global Knowledge Training March 2011 - May 2011
Eaton Corporation, and Ceridian, Inc. June 2010 - December 2010
Telerent, TeleHealth Services, Inc. June 2008 - January 2009
Systems Documentation, Inc. March 2006 - March 2008
Skills
Technical Writing, Web site copy, RFP preparation, Online Marketing, Microsoft Office, FrameMaker, Editing, Illustration, Websites, Online Advertising, Visio, RFP, Madcap Flare, SharePoint, Content Management, Project Management, Photoshop, Adobe Creative Suite, Wikis, Program Management, Document Management, Web Design, Single Sourcing, Manuals, Content Development, DITA, Instructional Design, Technical Communication, SnagIt, HTML, MadCap Flare, Release Notes, Structured Authoring, RoboHelp, Online Help, Technical Documentation, Training, Adobe Acrobat, Arbortext, Software Documentation, Online Help Development, Dreamweaver, Guides, Technical Editing, Employee Training, CMS, Captivate, Interviews, SGML, Information Architecture
Education
Wake Technical Community College
Web Development and Design
Duke University, North Carolina
Durham Technical College
Diploma, Architectural Drafting
University of North Carolina at Greensboro
B.A., Art
Ravi Pol Ravi Pol's Charles Schwab Experience June 2014 - Present
Job Technical Team Lead
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Ntracts, LLC October 2013 - June 2014
IBM May 2013 - September 2013
IBM Global Services August 2011 - May 2013
IBM India August 2008 - September 2011
PMAM IT Services Pvt Ltd December 2006 - August 2008
Netsmart 2005 - 2006
Skills
SDLC, Software Project..., Application Architecture, Project Delivery, SQL, Technical Project..., Project Management, Management, ASP.NET, SOA, Solution Architecture, Requirements Analysis, Oracle, Software Product..., MVC, C#, Microsoft SQL Server, PMP, Agile Methodologies, Visual Basic, Application Development, ASP.NET MVC, Enterprise Architecture, Web Services, PL/SQL, XML, Scrum, AJAX, UML, .NET, Design Patterns, Requirements Gathering, WCF, JavaScript, Web Applications, jQuery, Data Migration, MVC Architecture, Oracle PL/SQL..., Migration Projects, Team Leadership, ITIL, VB.NET, SSRS, ASP, REST, AngularJS, agile, Agile Project Management, ASP.NET Web API
Education
SIGCOE 2000 — 2004
Bachelor of Engineering, Computer Science
University of Mumbai 2000 — 2004
BE, computers
Charles Schwab June 2014 - Present
Ntracts, LLC October 2013 - June 2014
IBM May 2013 - September 2013
IBM Global Services August 2011 - May 2013
IBM India August 2008 - September 2011
PMAM IT Services Pvt Ltd December 2006 - August 2008
Netsmart 2005 - 2006
Skills
SDLC, Software Project..., Application Architecture, Project Delivery, SQL, Technical Project..., Project Management, Management, ASP.NET, SOA, Solution Architecture, Requirements Analysis, Oracle, Software Product..., MVC, C#, Microsoft SQL Server, PMP, Agile Methodologies, Visual Basic, Application Development, ASP.NET MVC, Enterprise Architecture, Web Services, PL/SQL, XML, Scrum, AJAX, UML, .NET, Design Patterns, Requirements Gathering, WCF, JavaScript, Web Applications, jQuery, Data Migration, MVC Architecture, Oracle PL/SQL..., Migration Projects, Team Leadership, ITIL, VB.NET, SSRS, ASP, REST, AngularJS, agile, Agile Project Management, ASP.NET Web API
Education
SIGCOE 2000 — 2004
Bachelor of Engineering, Computer Science
University of Mumbai 2000 — 2004
BE, computers
Jarrod Johnson's Charles Schwab Experience September 2007 - September 2012
Job Creative & Motivated Software Application Engineer
Industry Information Technology and Services
Experience
Compellotech Consulting September 2012 - Present
Charles Schwab September 2007 - September 2012
Charles Schwab June 2006 - September 2007
Skills
.NET, C#, Octopus Deploy, Continuous Integration, Continuous Delivery, Scrum, Microsoft SQL Server, SQL, Software Development, Visual Studio, TFS, ASP.NET, LINQ, WCF, Visual Basic, Web Services, VB.NET, XML, AJAX, Entity Framework, ASP.NET MVC, IIS, T-SQL, OOP, SQL Server 2000-2008, JavaScript, XAML, SharePoint, WPF, SSRS, N-tier, Software Engineering, Web Applications, Silverlight, jQuery, T4 Templates, MVVM, WF4, Windows Workflow...
Education
University of Mount Union 2002 — 2006
BA, Information Systems, Business Administration
Compellotech Consulting September 2012 - Present
Charles Schwab September 2007 - September 2012
Charles Schwab June 2006 - September 2007
Skills
.NET, C#, Octopus Deploy, Continuous Integration, Continuous Delivery, Scrum, Microsoft SQL Server, SQL, Software Development, Visual Studio, TFS, ASP.NET, LINQ, WCF, Visual Basic, Web Services, VB.NET, XML, AJAX, Entity Framework, ASP.NET MVC, IIS, T-SQL, OOP, SQL Server 2000-2008, JavaScript, XAML, SharePoint, WPF, SSRS, N-tier, Software Engineering, Web Applications, Silverlight, jQuery, T4 Templates, MVVM, WF4, Windows Workflow...
Education
University of Mount Union 2002 — 2006
BA, Information Systems, Business Administration
Brandon Lilley Brandon Lilley's Charles Schwab Experience December 2009 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2009 - Present
Acerage Anywhere April 2008 - December 2009
University of New Haven 2006 - 2008
Wirz and Associates 2007 - 2007
Education
University of New Haven 2006 — 2008
MBA
University of New Haven 2004 — 2006
BS, Management of Sports Industries
Charles Schwab December 2009 - Present
Acerage Anywhere April 2008 - December 2009
University of New Haven 2006 - 2008
Wirz and Associates 2007 - 2007
Education
University of New Haven 2006 — 2008
MBA
University of New Haven 2004 — 2006
BS, Management of Sports Industries
Stephanie Ricker Schmalz Stephanie Ricker Schmalz's Charles Schwab Experience January 2008 - Present
Job Executive Assistant to Senior Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Mercy Housing September 2006 - July 2007
California Financial Advisors April 2004 - April 2006
Skills
Outlook, Accounts Receivable, Administration, Event Planning, PowerPoint, Event Management, Office Management, PeopleSoft, System Administration, Administrative..., Human Resources, Data Entry, Customer Service, Marketing
Education
University of Phoenix 1997 — 1999
BS, Business
University of Nevada-Reno 1988 — 1990
Bachelor of Science, Business Administration
Charles Schwab January 2008 - Present
Mercy Housing September 2006 - July 2007
California Financial Advisors April 2004 - April 2006
Skills
Outlook, Accounts Receivable, Administration, Event Planning, PowerPoint, Event Management, Office Management, PeopleSoft, System Administration, Administrative..., Human Resources, Data Entry, Customer Service, Marketing
Education
University of Phoenix 1997 — 1999
BS, Business
University of Nevada-Reno 1988 — 1990
Bachelor of Science, Business Administration
David Dudley David Dudley's Charles Schwab Experience February 2006 - November 2011
Job Software Engineer at Investors Title Company and Affiliates
Industry Insurance
Experience
Investors Title Company and Affiliates February 2013 - Present
Invensys Operations Management August 2012 - February 2013
Elance.com January 2011 - February 2013
Sogeti November 2011 - August 2012
Charles Schwab February 2006 - November 2011
Nucor Steel April 2005 - February 2006
Charles Schwab February 2000 - March 2005
Preferred Data Corporation January 1993 - February 2000
United States Navy March 1986 - July 1992
Skills
.NET, WCF, C#, Visual Studio, Microsoft SQL Server, ASP.NET, ASP.NET MVC, SQL, SDLC, Web Applications, Scrum, VB.NET, T-SQL, Software Development, Crystal Reports, SOA, WF, LINQ, Delphi, TFS, Web Services, Agile Methodologies, Software Project..., IIS, JavaScript, Windows, Agile Project Management, SQL Server, NUnit, Java, Eclipse, XML, Application Development, ADO.NET, MVVM, SSRS, jQuery, Sitefinity, .NET Compact Framework, TDD, NAnt, Agile, JSON, Windows CE, Plesk, jQuery UI, Android, Software Documentation, Windows Mobile, WPF Development
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science, Math
Investors Title Company and Affiliates February 2013 - Present
Invensys Operations Management August 2012 - February 2013
Elance.com January 2011 - February 2013
Sogeti November 2011 - August 2012
Charles Schwab February 2006 - November 2011
Nucor Steel April 2005 - February 2006
Charles Schwab February 2000 - March 2005
Preferred Data Corporation January 1993 - February 2000
United States Navy March 1986 - July 1992
Skills
.NET, WCF, C#, Visual Studio, Microsoft SQL Server, ASP.NET, ASP.NET MVC, SQL, SDLC, Web Applications, Scrum, VB.NET, T-SQL, Software Development, Crystal Reports, SOA, WF, LINQ, Delphi, TFS, Web Services, Agile Methodologies, Software Project..., IIS, JavaScript, Windows, Agile Project Management, SQL Server, NUnit, Java, Eclipse, XML, Application Development, ADO.NET, MVVM, SSRS, jQuery, Sitefinity, .NET Compact Framework, TDD, NAnt, Agile, JSON, Windows CE, Plesk, jQuery UI, Android, Software Documentation, Windows Mobile, WPF Development
Education
University of North Carolina at Greensboro 1988 — 1992
Bachelor of Science, Math
Allyson Eisenhower, CFA Allyson Eisenhower, CFA's Charles Schwab Experience June 2008 - August 2014
Job Supervision and Compliance
Industry Financial Services
Experience
Charles Schwab June 2008 - August 2014
Franklin Templeton Investments November 2007 - June 2008
Navellier Investments May 2005 - September 2007
Skills
Series 7, Mutual Funds, Financial Analysis, Investments, Investment Management, Customer Service, Fixed Income, Financial Modeling, Retirement Planning, Excel, Customer Relations, Research, Finance, Portfolio Management, Asset Allocation, Wealth Management, Series 63, Asset Management, Investment Advisory, Equities
Education
University of Nevada-Reno 2005 — 2008
BS, Finance
Nevada Union
Charles Schwab June 2008 - August 2014
Franklin Templeton Investments November 2007 - June 2008
Navellier Investments May 2005 - September 2007
Skills
Series 7, Mutual Funds, Financial Analysis, Investments, Investment Management, Customer Service, Fixed Income, Financial Modeling, Retirement Planning, Excel, Customer Relations, Research, Finance, Portfolio Management, Asset Allocation, Wealth Management, Series 63, Asset Management, Investment Advisory, Equities
Education
University of Nevada-Reno 2005 — 2008
BS, Finance
Nevada Union
Brad Perry, CFS Brad Perry, CFS's Charles Schwab Experience March 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
MassMutual Dallas-Fort Worth January 2013 - March 2014
MassMutual Dallas-Fort Worth October 2010 - June 2013
Penn Mutual May 2004 - October 2010
TD Ameritrade 1995 - 1999
Education
University of Nebraska at Omaha 1993 — 1995
BSBA, Finance
University of Nebraska-Lincoln 1990 — 1993
NA, Biology Pre-Med / Business
Westside High School 1988 — 1990
1990, Diploma, 11-12
Milford High School 1986 — 1988
Freshman & Sophomore Years, 9-10
Charles Schwab March 2014 - Present
MassMutual Dallas-Fort Worth January 2013 - March 2014
MassMutual Dallas-Fort Worth October 2010 - June 2013
Penn Mutual May 2004 - October 2010
TD Ameritrade 1995 - 1999
Education
University of Nebraska at Omaha 1993 — 1995
BSBA, Finance
University of Nebraska-Lincoln 1990 — 1993
NA, Biology Pre-Med / Business
Westside High School 1988 — 1990
1990, Diploma, 11-12
Milford High School 1986 — 1988
Freshman & Sophomore Years, 9-10
Tim Parkyn's Charles Schwab Experience 2001 - 2002
Job Digital and Social Marketing
Industry Marketing and Advertising
Experience
TPC December 2010 - Present
Restoration Robotics October 2011 - September 2013
Align Technology January 2004 - November 2010
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1995 - 1997
Skills
Customer Acquisition, Landing Page..., SEM, Digital Media, Social Media Marketing, SEO, Direct Marketing, CRM, Conversion Optimization, Digital Marketing, Online Lead Generation, Integrated Marketing, Marketing, Product Development, Cross-functional Team..., Advertising, Segmentation, Lead Generation
Education
University of San Francisco 1997 — 2000
MBA, Marketing/eBusiness
University of Nevada-Reno
BS, Finance
TPC December 2010 - Present
Restoration Robotics October 2011 - September 2013
Align Technology January 2004 - November 2010
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2000
Charles Schwab 1998 - 1999
Charles Schwab 1997 - 1998
Charles Schwab 1995 - 1997
Skills
Customer Acquisition, Landing Page..., SEM, Digital Media, Social Media Marketing, SEO, Direct Marketing, CRM, Conversion Optimization, Digital Marketing, Online Lead Generation, Integrated Marketing, Marketing, Product Development, Cross-functional Team..., Advertising, Segmentation, Lead Generation
Education
University of San Francisco 1997 — 2000
MBA, Marketing/eBusiness
University of Nevada-Reno
BS, Finance
Carl Delfs's Charles Schwab Experience July 2011 - July 2012
Job Technical Program Director at AlcatelLucent
Industry Information Technology and Services
Experience
Alcatel-Lucent July 2012 - Present
Charles Schwab July 2011 - July 2012
Wells Fargo July 2009 - December 2010
Charles Schwab February 1996 - May 2009
Sybase August 1994 - January 1996
Eveready Batteries August 1992 - August 1994
Digital Equipment Corporation August 1983 - April 1992
USMC December 1974 - January 1977
Skills
CTI, Speech Recognition, Project Planning, Budgets, Architecture, Quality Management, Governance, Telecommunication..., Fiscal Policy, Media Gateways, Network Services, Delivery Performance, Business Analysis, Enterprise Software, Project Management, Requirements Analysis, Business Process
Education
University of North Carolina at Charlotte 1980 — 1983
Alcatel-Lucent July 2012 - Present
Charles Schwab July 2011 - July 2012
Wells Fargo July 2009 - December 2010
Charles Schwab February 1996 - May 2009
Sybase August 1994 - January 1996
Eveready Batteries August 1992 - August 1994
Digital Equipment Corporation August 1983 - April 1992
USMC December 1974 - January 1977
Skills
CTI, Speech Recognition, Project Planning, Budgets, Architecture, Quality Management, Governance, Telecommunication..., Fiscal Policy, Media Gateways, Network Services, Delivery Performance, Business Analysis, Enterprise Software, Project Management, Requirements Analysis, Business Process
Education
University of North Carolina at Charlotte 1980 — 1983
Ajay Gurbaxani's Charles Schwab Experience June 2006 - March 2007
Job Experienced PeopleSoft Consultant, Architect and Upgrade Specialist
Industry Information Technology and Services
Experience
Aditya Birla Group August 2011 - September 2013
Accenture August 2010 - August 2011
UNC April 2009 - May 2010
iGate Global Solutions July 1996 - April 2009
Tenaris August 2008 - March 2009
Belk Stores Services April 2007 - March 2008
Charles Schwab June 2006 - March 2007
NBC Universal January 2006 - May 2006
Limited Brands June 2005 - December 2005
Children's Hospital of Pittsburgh May 2002 - May 2005
Skills
Project Management, PeopleSoft, Oracle, Enterprise Software, SDLC, Enterprise Architecture, ERP, Information Technology, Data Migration, Consulting, Leadership, DB2, Requirements Analysis, Business Intelligence, Outsourcing, Management, Business Analysis
Education
University of Mumbai 1988 — 1992
BE
Aditya Birla Group August 2011 - September 2013
Accenture August 2010 - August 2011
UNC April 2009 - May 2010
iGate Global Solutions July 1996 - April 2009
Tenaris August 2008 - March 2009
Belk Stores Services April 2007 - March 2008
Charles Schwab June 2006 - March 2007
NBC Universal January 2006 - May 2006
Limited Brands June 2005 - December 2005
Children's Hospital of Pittsburgh May 2002 - May 2005
Skills
Project Management, PeopleSoft, Oracle, Enterprise Software, SDLC, Enterprise Architecture, ERP, Information Technology, Data Migration, Consulting, Leadership, DB2, Requirements Analysis, Business Intelligence, Outsourcing, Management, Business Analysis
Education
University of Mumbai 1988 — 1992
BE
Marjorie Qualey's Charles Schwab Experience June 2012 - Present
Job Vice President, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Ashish Upadhyay's Charles Schwab Experience 2006 - 2007
Job Technical Architecture Manager at Informatica
Industry Information Technology and Services
Experience
Informatica March 2007 - Present
Wipro Technologies July 2006 - March 2007
Charles Schwab 2006 - 2007
iGATE August 2003 - July 2006
MajescoMastek September 2002 - August 2003
TCS June 2002 - September 2002
Heavenlight Technologies August 2001 - June 2002
Skills
ETL, Data Warehousing, Informatica, Teradata, PL/SQL, Web Services, Unix, Unix Shell Scripting, Linux, Master Data Management, Data Quality, SOA, Data Migration, Enterprise Software, Performance Tuning
Education
University of Mumbai 1997 — 2001
BS Computer Science and Engineering
Informatica March 2007 - Present
Wipro Technologies July 2006 - March 2007
Charles Schwab 2006 - 2007
iGATE August 2003 - July 2006
MajescoMastek September 2002 - August 2003
TCS June 2002 - September 2002
Heavenlight Technologies August 2001 - June 2002
Skills
ETL, Data Warehousing, Informatica, Teradata, PL/SQL, Web Services, Unix, Unix Shell Scripting, Linux, Master Data Management, Data Quality, SOA, Data Migration, Enterprise Software, Performance Tuning
Education
University of Mumbai 1997 — 2001
BS Computer Science and Engineering
Jill Isenberg's Charles Schwab Experience April 2006 - September 2008
Job Financial Analyst V at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments September 2008 - May 2012
Charles Schwab April 2006 - September 2008
Charles Schwab April 2004 - April 2006
Education
University of North Carolina at Charlotte 1998 — 2002
Fidelity Investments May 2012 - Present
Fidelity Investments September 2008 - May 2012
Charles Schwab April 2006 - September 2008
Charles Schwab April 2004 - April 2006
Education
University of North Carolina at Charlotte 1998 — 2002
Dinesh Nemade's Charles Schwab Experience January 2007 - June 2008
Job Sr. Software Engineer at Esurance
Industry Computer Software
Experience
Esurance June 2008 - Present
Charles Schwab January 2007 - June 2008
Mphasis Corp. October 2005 - June 2008
Capital One Auto Finance October 2004 - December 2006
Education
University of Toledo 2000 — 2003
Center for Development of Advanced Computing 1999 — 2000
Diploma, Software Programming
University of Mumbai 1995 — 1999
Bachelors, Electronics
Esurance June 2008 - Present
Charles Schwab January 2007 - June 2008
Mphasis Corp. October 2005 - June 2008
Capital One Auto Finance October 2004 - December 2006
Education
University of Toledo 2000 — 2003
Center for Development of Advanced Computing 1999 — 2000
Diploma, Software Programming
University of Mumbai 1995 — 1999
Bachelors, Electronics
Raja Daggumati's Charles Schwab Experience 2008 - April 2009
Job Siebel Technical Consultant at National Government Services
Industry Computer Software
Experience
National Government Services December 2012 - Present
Master Card Worldwide August 2010 - December 2012
Intuit April 2010 - August 2010
Hitachi Consulting November 2009 - April 2010
NYSDU April 2009 - December 2009
Charles Schwab 2008 - April 2009
Anheuser-Busch 2006 - 2008
Walt Disney World 2005 - 2006
US Bank 2004 - 2005
Amsol Inc 2001 - 2004
Skills
Telecommunications, FMCG, Automotive, Entertainment, Siebel, OBIEE, ETL, Informatica, Data Stage, Software Development, Enterprise Software, Web Services
Education
University of Mysore 1990 — 1994
B.S., Computer Sciences and Engineering
National Government Services December 2012 - Present
Master Card Worldwide August 2010 - December 2012
Intuit April 2010 - August 2010
Hitachi Consulting November 2009 - April 2010
NYSDU April 2009 - December 2009
Charles Schwab 2008 - April 2009
Anheuser-Busch 2006 - 2008
Walt Disney World 2005 - 2006
US Bank 2004 - 2005
Amsol Inc 2001 - 2004
Skills
Telecommunications, FMCG, Automotive, Entertainment, Siebel, OBIEE, ETL, Informatica, Data Stage, Software Development, Enterprise Software, Web Services
Education
University of Mysore 1990 — 1994
B.S., Computer Sciences and Engineering
Carlton Anderson II's Charles Schwab Experience August 2002 - August 2004
Job Financial Services Representative at Barnum Financial Group an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group May 2009 - Present
Northwestern Mutual August 2004 - May 2009
Charles Schwab August 2002 - August 2004
Goldman Sachs October 2000 - August 2002
Spear Leads and Kellogg August 1998 - October 2000
Lehman Brothers December 1993 - August 1998
Skills
Greenwich Buisiness Club, Sailing, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Business Network...
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Political Science
Cold Spring Harbor High School 1985 — 1988
High School, High School
Barnum Financial Group May 2009 - Present
Northwestern Mutual August 2004 - May 2009
Charles Schwab August 2002 - August 2004
Goldman Sachs October 2000 - August 2002
Spear Leads and Kellogg August 1998 - October 2000
Lehman Brothers December 1993 - August 1998
Skills
Greenwich Buisiness Club, Sailing, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Life Insurance, Business Network...
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Political Science
Cold Spring Harbor High School 1985 — 1988
High School, High School
Maureen Farrington's Charles Schwab Experience RMAputnam investments1993 - 1999
Job Director, Relationship Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab RMAputnam investments1993 - 1999
Education
University of New Hampshire 1987 — 1991
Charles Schwab RMAputnam investments1993 - 1999
Education
University of New Hampshire 1987 — 1991
David DeGroot, CFP®'s Charles Schwab Experience 1999 - October 2014
Job Section Sales Manager VP at PNC Investments (Unofficial)
Industry Investment Management
Experience
PNC Investments (Unofficial) November 2014 - Present
Charles Schwab 1999 - October 2014
charles schwab 1993 - 1999
Education
University of New Hampshire 1988 — 1992
ba, Liberal Arts
PNC Investments (Unofficial) November 2014 - Present
Charles Schwab 1999 - October 2014
charles schwab 1993 - 1999
Education
University of New Hampshire 1988 — 1992
ba, Liberal Arts
Gill D. Cyester's Charles Schwab Experience November 1990 - July 2005
Job Marketing Manager at LegalMatch.com
Industry Financial Services
Experience
LegalMatch.com November 2013 - Present
The Home Depot February 2011 - October 2013
Roper Insurance/State Farm Insurance May 2008 - May 2011
Snelling Professional Services June 2007 - April 2008
First Hand Management July 2005 - July 2007
Charles Schwab November 1990 - July 2005
Skills
Employee Benefits, Financial Services, Business Development, Life Insurance, Disability Insurance, Healthcare, Executive Management, Brokers, Leadership, Management, Recruiting, Vendor Management, Sales, Account Management, Team Building, Process Improvement, Customer Service, Strategic Planning, Marketing
Education
University of Nevada-Las Vegas 1986 — 1990
Bachelor of Arts (BA), Finance and Financial Management Services
Monta Vista High School 1979 — 1983
High School Diploma, General Studies
LegalMatch.com November 2013 - Present
The Home Depot February 2011 - October 2013
Roper Insurance/State Farm Insurance May 2008 - May 2011
Snelling Professional Services June 2007 - April 2008
First Hand Management July 2005 - July 2007
Charles Schwab November 1990 - July 2005
Skills
Employee Benefits, Financial Services, Business Development, Life Insurance, Disability Insurance, Healthcare, Executive Management, Brokers, Leadership, Management, Recruiting, Vendor Management, Sales, Account Management, Team Building, Process Improvement, Customer Service, Strategic Planning, Marketing
Education
University of Nevada-Las Vegas 1986 — 1990
Bachelor of Arts (BA), Finance and Financial Management Services
Monta Vista High School 1979 — 1983
High School Diploma, General Studies
Paresh Patil's Charles Schwab Experience October 1998 - April 2009
Job Director, Digital Products at Visa
Industry Financial Services
Experience
Visa August 2014 - Present
Visa May 2011 - August 2014
IBM DemandTec Solutions March 2010 - May 2011
CSC May 2009 - March 2010
Charles Schwab October 1998 - April 2009
Other Companies June 1993 - October 1998
Skills
Agile Methodologies, Scrum, Web Services, Software Development, SOA, XML, SDLC, .NET, C#, Integration, Subversion, Microsoft SQL Server, UML, JavaScript, Java, Enterprise Architecture, Enterprise Software, Software Project..., Spring Framework, SOAP
Education
University of Mumbai 1989 — 1993
Bachelors, Electronics Engineering
Visa August 2014 - Present
Visa May 2011 - August 2014
IBM DemandTec Solutions March 2010 - May 2011
CSC May 2009 - March 2010
Charles Schwab October 1998 - April 2009
Other Companies June 1993 - October 1998
Skills
Agile Methodologies, Scrum, Web Services, Software Development, SOA, XML, SDLC, .NET, C#, Integration, Subversion, Microsoft SQL Server, UML, JavaScript, Java, Enterprise Architecture, Enterprise Software, Software Project..., Spring Framework, SOAP
Education
University of Mumbai 1989 — 1993
Bachelors, Electronics Engineering
Demetrius Jacobs's Charles Schwab Experience September 2005 - January 2006
Job Freelance Writer
Industry Sports
Experience
Kroenke Sports Enterprises December 2011 - Present
COPIC Insurance Company April 2006 - July 2014
Charles Schwab September 2005 - January 2006
Clark County Health Department June 2004 - July 2005
Skills
Public Speaking, Social Media, Marketing Communications, Customer Service, Employee Relations, PowerPoint, Event Planning, Microsoft Office, Outlook, Social Media Marketing, Marketing, Fundraising, Salesforce.com, Event Management, Healthcare, Media Relations, Public Relations, Benefits Administration, Facebook, Insurance, Microsoft Excel, Online Advertising, Strategic Planning
Education
University of Nevada-Las Vegas 2001 — 2003
B.A., Anthropology
Kroenke Sports Enterprises December 2011 - Present
COPIC Insurance Company April 2006 - July 2014
Charles Schwab September 2005 - January 2006
Clark County Health Department June 2004 - July 2005
Skills
Public Speaking, Social Media, Marketing Communications, Customer Service, Employee Relations, PowerPoint, Event Planning, Microsoft Office, Outlook, Social Media Marketing, Marketing, Fundraising, Salesforce.com, Event Management, Healthcare, Media Relations, Public Relations, Benefits Administration, Facebook, Insurance, Microsoft Excel, Online Advertising, Strategic Planning
Education
University of Nevada-Las Vegas 2001 — 2003
B.A., Anthropology
Alexis Echo's Charles Schwab Experience September 2011 - Present
Job Senior Financial Analyst at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab October 2008 - September 2011
Charles Schwab Bank June 2007 - October 2008
Skills
Visio, Marketing, Customer Service, Finance, Business Analysis, Project Management, Sales, Access, Management, Microsoft Excel
Education
University of Nevada-Reno 2002 — 2008
Bachelor of Science, Finance Major, Accounting Minor
FINRA/NASD
Series 7 License
FINRA/NASD
Series 63 License
Charles Schwab September 2011 - Present
Charles Schwab October 2008 - September 2011
Charles Schwab Bank June 2007 - October 2008
Skills
Visio, Marketing, Customer Service, Finance, Business Analysis, Project Management, Sales, Access, Management, Microsoft Excel
Education
University of Nevada-Reno 2002 — 2008
Bachelor of Science, Finance Major, Accounting Minor
FINRA/NASD
Series 7 License
FINRA/NASD
Series 63 License
Ryan Walters's Charles Schwab Experience October 2014 - Present
Job Senior Developer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
Q2ebanking September 2008 - October 2014
Independent Consulting October 2007 - October 2014
University of Nevada, Reno August 2006 - May 2008
Bellagio September 2004 - January 2007
Beau Rivage May 2006 - August 2006
Skills
Programming, Web Development, C#, HTML, Software Development, Apache, SQL, CSS, PHP, Microsoft SQL Server, JavaScript, Windows, Agile Methodologies, HTML 5, jQuery, Databases
Education
University of Nevada-Reno 2005 — 2008
Bachelor of Science, With Distinction, Information Systems
Foothill high school
Charles Schwab October 2014 - Present
Q2ebanking September 2008 - October 2014
Independent Consulting October 2007 - October 2014
University of Nevada, Reno August 2006 - May 2008
Bellagio September 2004 - January 2007
Beau Rivage May 2006 - August 2006
Skills
Programming, Web Development, C#, HTML, Software Development, Apache, SQL, CSS, PHP, Microsoft SQL Server, JavaScript, Windows, Agile Methodologies, HTML 5, jQuery, Databases
Education
University of Nevada-Reno 2005 — 2008
Bachelor of Science, With Distinction, Information Systems
Foothill high school
Desiree Dennis's Charles Schwab Experience February 2007 - Present
Job Education Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2007 - Present
Aerotek May 2005 - February 2007
Graco Liquid Control May 2004 - January 2005
Skills
401k
Education
University of Mount Union 2001 — 2005
Business Administration, Marketing/Communications
Charles Schwab February 2007 - Present
Aerotek May 2005 - February 2007
Graco Liquid Control May 2004 - January 2005
Skills
401k
Education
University of Mount Union 2001 — 2005
Business Administration, Marketing/Communications
Robert Garofoli's Charles Schwab Experience February 2010 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Aline Elicagaray's Charles Schwab Experience May 1999 - Present
Job Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1999 - Present
Franklin Templeton 1996 - 1999
Education
University of Nevada-Reno 1989 — 2004
Charles Schwab May 1999 - Present
Franklin Templeton 1996 - 1999
Education
University of Nevada-Reno 1989 — 2004
Jenifer Cannon's Charles Schwab Experience 2002 - 2007
Job Director of Gift Planning at New Hampshire Charitable Foundation
Industry Financial Services
Experience
New Hampshire Charitable Foundation January 2014 - Present
The Boston Foundation December 2012 - January 2014
Wingate Wealth Advisors October 2009 - December 2012
Wingate Financial February 2009 - October 2011
Charles Schwab 2002 - 2007
Charles Schwab June 2000 - January 2002
Schwab Institutional 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Project Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Miller Heiman Sales..., Investment Management, Financial Advisory, Financial Services, Asset Management, FINRA, 401k, New Business Development, Management, Investment Strategies, Fixed Annuities, Retirement, Sales, Series 6, Securities, Financial Planners, Business Planning, High Net Worth...
Education
University of New Hampshire 1989 — 1993
BA, English
Certified Trainer for 21/64
Lesley University 1991 — 1993
New Hampshire Charitable Foundation January 2014 - Present
The Boston Foundation December 2012 - January 2014
Wingate Wealth Advisors October 2009 - December 2012
Wingate Financial February 2009 - October 2011
Charles Schwab 2002 - 2007
Charles Schwab June 2000 - January 2002
Schwab Institutional 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Project Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Miller Heiman Sales..., Investment Management, Financial Advisory, Financial Services, Asset Management, FINRA, 401k, New Business Development, Management, Investment Strategies, Fixed Annuities, Retirement, Sales, Series 6, Securities, Financial Planners, Business Planning, High Net Worth...
Education
University of New Hampshire 1989 — 1993
BA, English
Certified Trainer for 21/64
Lesley University 1991 — 1993
Stephanie Ricker Schmalz's Charles Schwab Experience Office ManagerWebb PRJuly 2007 - January 2008
Job Assistant to COO, Trish Cox at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Office ManagerWebb PRJuly 2007 - January 2008
Mercy Housing September 2006 - July 2007
Education
University of Phoenix 1997 — 1999
BS Business, Business
University of Nevada-Reno 1988 — 1990
General
Charles Schwab Office ManagerWebb PRJuly 2007 - January 2008
Mercy Housing September 2006 - July 2007
Education
University of Phoenix 1997 — 1999
BS Business, Business
University of Nevada-Reno 1988 — 1990
General
Brett Bickar's Charles Schwab Experience November 1998 - September 2013
Job Software Quality Assurance
Industry Computer Software
Experience
OEConnection October 2013 - Present
Charles Schwab November 1998 - September 2013
Education
Mount Union College 1994 — 1998
Bachelor's degree, Business Administration and Management, General
East Liverpool High School 1991 — 1994
OEConnection October 2013 - Present
Charles Schwab November 1998 - September 2013
Education
Mount Union College 1994 — 1998
Bachelor's degree, Business Administration and Management, General
East Liverpool High School 1991 — 1994
Greg Heilman's Charles Schwab Experience 1993 - 2000
Job Medicare Insurance Advisor
Industry Insurance
Experience
Senior Plus Advisors October 2014 - Present
Harvard Risk Management August 2014 - Present
United Medicare Advisors May 2013 - April 2014
Self Employed October 2009 - August 2013
NBH Bank, N.A. 2012 - 2013
Colonial Life 2006 - 2007
Aflac 2004 - 2006
Charles Schwab 1993 - 2000
Skills
Employee Benefits, Insurance, Life Insurance, Financial Planning, Small Business, Sales, Investments, Financial Services, Customer Service, Medicare, Finance, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
University of Kansas 1989 — 1991
MBA, Business Administration
University of Nebraska-Lincoln 1979 — 1983
BS, Business Administration
Senior Plus Advisors October 2014 - Present
Harvard Risk Management August 2014 - Present
United Medicare Advisors May 2013 - April 2014
Self Employed October 2009 - August 2013
NBH Bank, N.A. 2012 - 2013
Colonial Life 2006 - 2007
Aflac 2004 - 2006
Charles Schwab 1993 - 2000
Skills
Employee Benefits, Insurance, Life Insurance, Financial Planning, Small Business, Sales, Investments, Financial Services, Customer Service, Medicare, Finance, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
University of Kansas 1989 — 1991
MBA, Business Administration
University of Nebraska-Lincoln 1979 — 1983
BS, Business Administration
Bill Vosik's Charles Schwab Experience 1999 - Present
Job Senior Financial Consultant, VP, at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Wealth Management
Education
University of Nebraska-Lincoln
Charles Schwab 1999 - Present
Skills
Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Series 63, Wealth Management
Education
University of Nebraska-Lincoln
Kirk Goings's Charles Schwab Experience November 2014 - Present
Job Managing Director CTS Application Engineering at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab June 2011 - Present
Charles Schwab February 2008 - June 2011
Charles Schwab February 2007 - February 2008
Charles Schwab April 2000 - February 2007
Fidelity Investments 1996 - 2000
US Army May 1991 - June 1996
Skills
Red Hat Linux, Cisco Technologies, Windows Server, VMware ESX, IBM pSeries, Perl Script, Citrix Netscaler, Data Center, Enterprise Architecture, High Availability, Perl, Troubleshooting, Citrix, Disaster Recovery, Computer Network..., Networking
Education
University of Nebraska-Lincoln 1992 — 1993
Computer Science/Education
Charles Schwab November 2014 - Present
Charles Schwab June 2011 - Present
Charles Schwab February 2008 - June 2011
Charles Schwab February 2007 - February 2008
Charles Schwab April 2000 - February 2007
Fidelity Investments 1996 - 2000
US Army May 1991 - June 1996
Skills
Red Hat Linux, Cisco Technologies, Windows Server, VMware ESX, IBM pSeries, Perl Script, Citrix Netscaler, Data Center, Enterprise Architecture, High Availability, Perl, Troubleshooting, Citrix, Disaster Recovery, Computer Network..., Networking
Education
University of Nebraska-Lincoln 1992 — 1993
Computer Science/Education
Rajnish Khanna's Charles Schwab Experience January 2006 - July 2006
Job Project Manager at Cisco
Industry Information Technology and Services
Experience
Cisco January 2009 - Present
Delta Dental September 2007 - January 2009
Visa 2007 - 2007
Charles Schwab January 2006 - July 2006
First Franklin, CA 2005 - 2006
Genentech 2005 - 2005
Juniper Networks 2004 - 2005
Houghton Mifflin 2004 - 2004
EMC 2004 - 2004
Verizon 2003 - 2003
Skills
SOA, Order Management, Java Enterprise Edition, EJB, Internet Security, SOAP, Data Quality, Websphere, Hibernate
Education
University of Mumbai
B.E
Cisco January 2009 - Present
Delta Dental September 2007 - January 2009
Visa 2007 - 2007
Charles Schwab January 2006 - July 2006
First Franklin, CA 2005 - 2006
Genentech 2005 - 2005
Juniper Networks 2004 - 2005
Houghton Mifflin 2004 - 2004
EMC 2004 - 2004
Verizon 2003 - 2003
Skills
SOA, Order Management, Java Enterprise Edition, EJB, Internet Security, SOAP, Data Quality, Websphere, Hibernate
Education
University of Mumbai
B.E
Gary Harmuth's Charles Schwab Experience March 2000 - May 2014
Job IT Security Specialist at Synopsys
Industry Financial Services
Experience
Synopsys June 2014 - Present
Charles Schwab March 2000 - May 2014
Teksystems May 1999 - March 2000
Barclays Investment Bank March 1998 - May 1999
Skills
Information Security, Risk Assessment, IT Audit, Security, Governance, Risk Management, Computer Security, Internal Audit, Information Technology, Auditing, Business Process, Security Audits, Internal Controls, Project Management, Enterprise Risk..., Network Administration, Financial Services, COBIT, COSO, Asset Managment
Education
University of Nevada-Reno
Bachelor of Science (B.S.), Information Systems
Synopsys June 2014 - Present
Charles Schwab March 2000 - May 2014
Teksystems May 1999 - March 2000
Barclays Investment Bank March 1998 - May 1999
Skills
Information Security, Risk Assessment, IT Audit, Security, Governance, Risk Management, Computer Security, Internal Audit, Information Technology, Auditing, Business Process, Security Audits, Internal Controls, Project Management, Enterprise Risk..., Network Administration, Financial Services, COBIT, COSO, Asset Managment
Education
University of Nevada-Reno
Bachelor of Science (B.S.), Information Systems
Heather Mahan's Charles Schwab Experience December 2000 - March 2008
Job Manager, Retirement Plans Consulting Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Prajakta Pandharkar's Charles Schwab Experience 2007 - 2008
Job Enterprise Architect at Silicon Valley Bank
Industry Information Technology and Services
Experience
Silicon Valley Bank October 2010 - Present
Silicon Valley Bank October 2010 - Present
Cisco Systems June 2009 - September 2010
Wipro Technologies July 2004 - September 2010
Cisco Systems 2009 - 2010
Charles Schwab 2007 - 2008
UBS 2006 - 2007
Capgemini Consulting 2003 - 2004
Patni Computer Systems August 1998 - September 2003
GE Employer's Reinsurance Corp 2002 - 2003
Skills
Data Warehousing, Business Intelligence, ETL, SDLC, Informatica, Oracle, Requirements Analysis, Data Modeling, Solution Architecture, Business Objects, PL/SQL, Enterprise Architecture, Software Project..., Teradata, Requirements Gathering, Business Analysis, Data Warehouse..., SQL, Unix, IT Strategy
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering.
Saradar Patel College Of Engineering
Silicon Valley Bank October 2010 - Present
Silicon Valley Bank October 2010 - Present
Cisco Systems June 2009 - September 2010
Wipro Technologies July 2004 - September 2010
Cisco Systems 2009 - 2010
Charles Schwab 2007 - 2008
UBS 2006 - 2007
Capgemini Consulting 2003 - 2004
Patni Computer Systems August 1998 - September 2003
GE Employer's Reinsurance Corp 2002 - 2003
Skills
Data Warehousing, Business Intelligence, ETL, SDLC, Informatica, Oracle, Requirements Analysis, Data Modeling, Solution Architecture, Business Objects, PL/SQL, Enterprise Architecture, Software Project..., Teradata, Requirements Gathering, Business Analysis, Data Warehouse..., SQL, Unix, IT Strategy
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering.
Saradar Patel College Of Engineering
Mark Gates, CSM, CSPO, PMP's Charles Schwab Experience September 2010 - October 2013
Job Agile Coach at NetApp
Industry Information Technology and Services
Experience
NetApp June 2014 - Present
Trident Marketing (contract through The Select Group) March 2014 - March 2014
BCBSNC (contract through MATRIX Resources) October 2013 - February 2014
Charles Schwab September 2010 - October 2013
Charles Schwab February 2005 - November 2012
Charles Schwab February 2002 - August 2010
Charles Schwab October 1998 - January 2002
Cirrus Logic March 1998 - October 1998
Computer Task Group July 1989 - February 1998
BB&T July 1986 - July 1989
Skills
Agile Methodologies, SDLC, Microsoft SQL Server, Business Analysis, Software Project..., Software Development, Scrum, DB2, Testing, Databases, Software Quality..., Quality Assurance, PMP, Project Management, Waterfall, TFS, Cross-functional Team..., Management
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Mathematical Sciences
NetApp June 2014 - Present
Trident Marketing (contract through The Select Group) March 2014 - March 2014
BCBSNC (contract through MATRIX Resources) October 2013 - February 2014
Charles Schwab September 2010 - October 2013
Charles Schwab February 2005 - November 2012
Charles Schwab February 2002 - August 2010
Charles Schwab October 1998 - January 2002
Cirrus Logic March 1998 - October 1998
Computer Task Group July 1989 - February 1998
BB&T July 1986 - July 1989
Skills
Agile Methodologies, SDLC, Microsoft SQL Server, Business Analysis, Software Project..., Software Development, Scrum, DB2, Testing, Databases, Software Quality..., Quality Assurance, PMP, Project Management, Waterfall, TFS, Cross-functional Team..., Management
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Mathematical Sciences
Pavan Konda, PMP's Charles Schwab Experience March 2004 - January 2009
Job Test Manager\Lead
Industry Information Technology and Services
Experience
Mphasis an HP Company March 2004 - Present
QBE North America October 2011 - Present
Amgen April 2009 - September 2011
Charles Schwab March 2004 - January 2009
Skills
SDLC, Program Management, Project Management, Software Project..., Global Sourcing, Global Delivery, People Management, Test Management, Resource Management, Scope Management, Cost Management, Strategic Planning, Risk Management, Scope Planning, Schedule Control, Cost Control, Process Development, Process Improvement, Quality Assurance, Offshore, Test Planning, Requirements Analysis, Team Building, Testing, PMP, RUP, Waterfall, Regression Testing, Management, User Acceptance Testing, Business Analysis, Test Strategy
Education
University of Mysore
Mphasis an HP Company March 2004 - Present
QBE North America October 2011 - Present
Amgen April 2009 - September 2011
Charles Schwab March 2004 - January 2009
Skills
SDLC, Program Management, Project Management, Software Project..., Global Sourcing, Global Delivery, People Management, Test Management, Resource Management, Scope Management, Cost Management, Strategic Planning, Risk Management, Scope Planning, Schedule Control, Cost Control, Process Development, Process Improvement, Quality Assurance, Offshore, Test Planning, Requirements Analysis, Team Building, Testing, PMP, RUP, Waterfall, Regression Testing, Management, User Acceptance Testing, Business Analysis, Test Strategy
Education
University of Mysore
Eleanor Hussey's Charles Schwab Experience April 2015 - Present
Job Senior Event Manager at Charles Schwab
Industry Events Services
Experience
Charles Schwab April 2015 - Present
Bank of America July 2007 - March 2015
GOLDMAN SACHS & CO November 2006 - July 2007
A BAR A RANCH May 2006 - September 2006
WARNER BROTHERS STUDIO June 2005 - August 2005
THE COMMUNICATIONS DOCTOR August 2004 - May 2005
Skills
Marketing, Event Planning, Event Management, Public Relations, Management, Social Media, Social Media Marketing, Sales, Customer Service, Marketing Strategy, Marketing Communications, Social Networking, Leadership, Strategic Planning, Microsoft Office, Budgets, New Business Development, Corporate Events, Facebook, Account Management, Recruiting
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Journalism, Public Relations Sequence
Charles Schwab April 2015 - Present
Bank of America July 2007 - March 2015
GOLDMAN SACHS & CO November 2006 - July 2007
A BAR A RANCH May 2006 - September 2006
WARNER BROTHERS STUDIO June 2005 - August 2005
THE COMMUNICATIONS DOCTOR August 2004 - May 2005
Skills
Marketing, Event Planning, Event Management, Public Relations, Management, Social Media, Social Media Marketing, Sales, Customer Service, Marketing Strategy, Marketing Communications, Social Networking, Leadership, Strategic Planning, Microsoft Office, Budgets, New Business Development, Corporate Events, Facebook, Account Management, Recruiting
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Journalism, Public Relations Sequence
Bill Kraft's Charles Schwab Experience March 2014 - Present
Job DB2 Database Administrator at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
Systems Integration Solutions August 2013 - March 2014
IBM May 2012 - July 2013
State Street June 2008 - May 2012
Ameritas Life Insurance June 1997 - June 2008
Skills
DB2, Datastage, Databases, TSO, SQL Tuning, CA-Datacom, Database Administration, SQL, Database Design, REXX, ER Studio, CA-SysView, Omegamon, WebFOCUS, QREP, Change Management, Project Planning, SMP/E, CICS, Replication, DataStage, Unix, Disaster Recovery
Education
University of Nebraska-Lincoln 1992 — 1994
MBA, Management Information Systems
Charles Schwab March 2014 - Present
Systems Integration Solutions August 2013 - March 2014
IBM May 2012 - July 2013
State Street June 2008 - May 2012
Ameritas Life Insurance June 1997 - June 2008
Skills
DB2, Datastage, Databases, TSO, SQL Tuning, CA-Datacom, Database Administration, SQL, Database Design, REXX, ER Studio, CA-SysView, Omegamon, WebFOCUS, QREP, Change Management, Project Planning, SMP/E, CICS, Replication, DataStage, Unix, Disaster Recovery
Education
University of Nebraska-Lincoln 1992 — 1994
MBA, Management Information Systems
Trenton Wilson's Charles Schwab Experience July 1995 - February 2006
Job at TrentMark
Industry Information Technology and Services
Experience
Charles Schwab July 1995 - February 2006
Schwab RT 1995 - 2006
TrustMark 1992 - June 1995
TrustMark May 1987 - June 1992
Skills
Software Development, Management, Change Management, Risk Management, SDLC, Financial Services, Retirement Planning, Process Improvement, 401k, Retirement, Series 7
Education
University of North Carolina at Charlotte
BS, Math
Charles Schwab July 1995 - February 2006
Schwab RT 1995 - 2006
TrustMark 1992 - June 1995
TrustMark May 1987 - June 1992
Skills
Software Development, Management, Change Management, Risk Management, SDLC, Financial Services, Retirement Planning, Process Improvement, 401k, Retirement, Series 7
Education
University of North Carolina at Charlotte
BS, Math
Paul Boroughs's Charles Schwab Experience November 2003 - Present
Job Sr. Staff Technical Support Schwab Retirement Technologies at Charles Schwab
Industry Online Media
Experience
Charles Schwab November 2003 - Present
Charles Schwab November 2003 - Present
Wells & Young's Brewing Company Ltd January 2003 - July 2003
Skills
SAP Crystal Reports, Citrix 6.5, SSAE16 Audit management, MS SQL Server 2008, Schwab RT...
Education
University of North Carolina at Wilmington 1988 — 1992
Bachelor's Degree, Creative Writing
Charles Schwab November 2003 - Present
Charles Schwab November 2003 - Present
Wells & Young's Brewing Company Ltd January 2003 - July 2003
Skills
SAP Crystal Reports, Citrix 6.5, SSAE16 Audit management, MS SQL Server 2008, Schwab RT...
Education
University of North Carolina at Wilmington 1988 — 1992
Bachelor's Degree, Creative Writing
Maria Rentzios's Charles Schwab Experience July 2007 - April 2012
Job .
Industry Financial Services
Experience
Charles Schwab July 2007 - April 2012
CFP Board January 1991 - August 2006
Skills
Non-profits, Strategic Planning
Education
University of Montana 1982 — 1986
BA, Political Science
Charles Schwab July 2007 - April 2012
CFP Board January 1991 - August 2006
Skills
Non-profits, Strategic Planning
Education
University of Montana 1982 — 1986
BA, Political Science
Domonic Gustafson's Charles Schwab Experience January 2007 - Present
Job Finance
Industry Financial Services
Experience
Charles Schwab January 2007 - Present
State Farm Insurance March 2001 - January 2007
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelors, Criminal Justice
Charles Schwab January 2007 - Present
State Farm Insurance March 2001 - January 2007
Education
University of Nebraska-Lincoln 1994 — 1999
Bachelors, Criminal Justice
Sacha Thomas's Charles Schwab Experience February 2000 - December 2001
Job Trust Compliance Officer at BancorpSouth
Industry Banking
Experience
BancorpSouth September 2010 - Present
Wells Fargo May 2004 - May 2010
Wachovia, A Wells Fargo Company January 2002 - May 2004
Charles Schwab February 2000 - December 2001
Skills
Trust Services, Risk Management, Wealth Management, Asset Management, Relationship Management, Wealth Management..., Wealth, Banking, Financial Services, Finance, Financial Advisory, Trusts, Private Banking, Securities, High Net Worth..., Investments, Investment Management
Education
Cannon Financial Institute - Trust Audit, Compliance & Risk Management School 2014 — 2015
University of New Orleans 1996 — 1999
Bachelor of Science, Business Administration
BancorpSouth September 2010 - Present
Wells Fargo May 2004 - May 2010
Wachovia, A Wells Fargo Company January 2002 - May 2004
Charles Schwab February 2000 - December 2001
Skills
Trust Services, Risk Management, Wealth Management, Asset Management, Relationship Management, Wealth Management..., Wealth, Banking, Financial Services, Finance, Financial Advisory, Trusts, Private Banking, Securities, High Net Worth..., Investments, Investment Management
Education
Cannon Financial Institute - Trust Audit, Compliance & Risk Management School 2014 — 2015
University of New Orleans 1996 — 1999
Bachelor of Science, Business Administration
Breanne Meaney's Charles Schwab Experience September 2014 - Present
Job Prospect Development Team Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Merrill Edge April 2014 - August 2014
Merrill Edge June 2013 - April 2014
Merrill Edge January 2013 - June 2013
Merrill Edge April 2012 - January 2013
Merrill Edge February 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Northwestern Mutual December 2009 - May 2010
Agency One Insurance Group March 2006 - August 2008
Skills
Management, Finance, Training, Time Management, Financial Analysis, Team Leadership, Analysis, Series 7, PowerPoint, Insurance, Portfolio Management, Customer Service, Sales, Uniform Combined State..., Siebel, Mutual Funds, Investments, Microsoft Excel, Call Centers, Series 66, SSRS, Banking, Securities, Retirement Planning, Series 9/10, Microsoft Office, Microsoft Word, FINRA, Financial Services
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science
Charles Schwab September 2014 - Present
Merrill Edge April 2014 - August 2014
Merrill Edge June 2013 - April 2014
Merrill Edge January 2013 - June 2013
Merrill Edge April 2012 - January 2013
Merrill Edge February 2011 - April 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Northwestern Mutual December 2009 - May 2010
Agency One Insurance Group March 2006 - August 2008
Skills
Management, Finance, Training, Time Management, Financial Analysis, Team Leadership, Analysis, Series 7, PowerPoint, Insurance, Portfolio Management, Customer Service, Sales, Uniform Combined State..., Siebel, Mutual Funds, Investments, Microsoft Excel, Call Centers, Series 66, SSRS, Banking, Securities, Retirement Planning, Series 9/10, Microsoft Office, Microsoft Word, FINRA, Financial Services
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science
Derrick DePriest's Charles Schwab Experience November 2009 - April 2013
Job Captive Finance at Scott Insurance
Industry Financial Services
Experience
Scott Insurance October 2014 - Present
Scott Insurance April 2013 - October 2014
Charles Schwab November 2009 - April 2013
Multiple Minor & Independent League teams June 2000 - September 2009
Skills
Leadership, Investments, Insurance, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Financial Analysis, Banking, Securities
Education
University of North Carolina at Chapel Hill 1995 — 2000
Bachelor of Arts (B.A.), Exercise and Sport Science
Scott Insurance October 2014 - Present
Scott Insurance April 2013 - October 2014
Charles Schwab November 2009 - April 2013
Multiple Minor & Independent League teams June 2000 - September 2009
Skills
Leadership, Investments, Insurance, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Financial Analysis, Banking, Securities
Education
University of North Carolina at Chapel Hill 1995 — 2000
Bachelor of Arts (B.A.), Exercise and Sport Science
Chris Weidman's Charles Schwab Experience April 2011 - August 2012
Job student at Rhema Bible Church
Industry Financial Services
Experience
Rhema Bible Church September 2012 - June 2015
Charles Schwab April 2011 - August 2012
Domino's Pizza January 2008 - April 2011
Aaron's Corporate Furnishing, Inc. April 2007 - December 2007
R. Bratti Associates May 2006 - August 2006
Skills
Customer Service, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Public Speaking, Event Planning, Social Media, Nonprofits, Social Media Marketing, Social Networking, Management
Education
University of North Carolina at Greensboro 2001 — 2006
B.S. Business Administration, Concentration: Small Business/Entrepreneurship, 2.91
west potomac
Rhema Bible Church September 2012 - June 2015
Charles Schwab April 2011 - August 2012
Domino's Pizza January 2008 - April 2011
Aaron's Corporate Furnishing, Inc. April 2007 - December 2007
R. Bratti Associates May 2006 - August 2006
Skills
Customer Service, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Public Speaking, Event Planning, Social Media, Nonprofits, Social Media Marketing, Social Networking, Management
Education
University of North Carolina at Greensboro 2001 — 2006
B.S. Business Administration, Concentration: Small Business/Entrepreneurship, 2.91
west potomac
Jeremiah Boothe CFP's Charles Schwab Experience October 2000 - Present
Job Portfolio Consultant at Charles Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab October 2000 - Present
Accutrade August 1996 - October 2000
Skills
Certified Financial..., Accreditied Asset..., Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Financial Planning, Series 63, Series 66, ETFs, Series 65, Securities, Alternative Investments, Asset, Retirement, Uniform Combined State..., Strategic Financial...
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelors of Science, Business Administration
Charles Schwab October 2000 - Present
Accutrade August 1996 - October 2000
Skills
Certified Financial..., Accreditied Asset..., Series 7, Investment Advisory, Asset Allocation, Mutual Funds, Wealth Management, Retirement Planning, Portfolio Management, Asset Management, Investments, Financial Planning, Series 63, Series 66, ETFs, Series 65, Securities, Alternative Investments, Asset, Retirement, Uniform Combined State..., Strategic Financial...
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelors of Science, Business Administration
Nancy Reach's Charles Schwab Experience May 2002 - February 2003
Job Investment Associate
Industry Financial Services
Experience
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
Mithili Kadambi's Charles Schwab Experience 2001 - 2010
Job Strategic Financial Advisor
Industry Management Consulting
Experience
Strategic Lifestyle Planning 2010 - Present
Charles Schwab 2001 - 2010
Charles Schwab 1996 - 2001
Tax and Financial Consulting Services 1982 - 1996
Skills
Retirement Planning, Wealth Management, Retirement
Education
Fairfield University, Fairfield CT 1992 — 1994
MS, Financial Management
University of Mumbai 1960 — 1964
BSc, Chemistry
Strategic Lifestyle Planning 2010 - Present
Charles Schwab 2001 - 2010
Charles Schwab 1996 - 2001
Tax and Financial Consulting Services 1982 - 1996
Skills
Retirement Planning, Wealth Management, Retirement
Education
Fairfield University, Fairfield CT 1992 — 1994
MS, Financial Management
University of Mumbai 1960 — 1964
BSc, Chemistry
Kyle Burchert's Charles Schwab Experience February 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Incline Investment Management, LLC January 2013 - December 2014
Northwestern Mutual June 2011 - December 2011
Delta Sigma Pi May 2010 - December 2010
Skills
Financial Analysis, Access, Finance, Strategic Financial..., Portfolio Management, Accounting, Microsoft Excel, Investments, PowerPoint, Financial Modeling, Sales, Alternative Investments, Retirement Planning, Time Management, Credit Analysis, Microsoft Office, Customer Service, Teamwork
Education
University of Nevada-Reno 2008 — 2012
Bachelor of Science (BS), Finance
Charles Schwab February 2015 - Present
Incline Investment Management, LLC January 2013 - December 2014
Northwestern Mutual June 2011 - December 2011
Delta Sigma Pi May 2010 - December 2010
Skills
Financial Analysis, Access, Finance, Strategic Financial..., Portfolio Management, Accounting, Microsoft Excel, Investments, PowerPoint, Financial Modeling, Sales, Alternative Investments, Retirement Planning, Time Management, Credit Analysis, Microsoft Office, Customer Service, Teamwork
Education
University of Nevada-Reno 2008 — 2012
Bachelor of Science (BS), Finance
Sharmila Kalluriveettil's Charles Schwab Experience September 2012 - March 2014
Job Sr Business Analyst/Data Analyst at KeyBank
Industry Information Technology and Services
Experience
KeyBank April 2014 - Present
Charles Schwab September 2012 - March 2014
Nationwide Insurance August 2011 - December 2011
Ernst & Young March 2007 - May 2009
Skills
Business Analysis
Education
University of Mysore 1998 — 2000
MBA, Marketing
KeyBank April 2014 - Present
Charles Schwab September 2012 - March 2014
Nationwide Insurance August 2011 - December 2011
Ernst & Young March 2007 - May 2009
Skills
Business Analysis
Education
University of Mysore 1998 — 2000
MBA, Marketing
Jim Sasser's Charles Schwab Experience January 2012 - Present
Job Schwab Data Intelligence Hadoop SME
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab June 2009 - January 2012
Charles Schwab January 2003 - June 2009
Charles Schwab July 1996 - January 2003
Charles Schwab September 1991 - June 1996
United States Air Force July 1983 - February 1991
Skills
Integration, Testing, Requirements Analysis, Perl, SQL, Visio, Software Project..., Project Management, Java, XML, Hadoop, Red Hat Linux
Education
University of Nebraska at Omaha 1985 — 1990
Bachelor of Science (BS), Applied Mathematics
Charles Schwab January 2012 - Present
Charles Schwab June 2009 - January 2012
Charles Schwab January 2003 - June 2009
Charles Schwab July 1996 - January 2003
Charles Schwab September 1991 - June 1996
United States Air Force July 1983 - February 1991
Skills
Integration, Testing, Requirements Analysis, Perl, SQL, Visio, Software Project..., Project Management, Java, XML, Hadoop, Red Hat Linux
Education
University of Nebraska at Omaha 1985 — 1990
Bachelor of Science (BS), Applied Mathematics
William Kern's Charles Schwab Experience January 2003 - September 2004
Job MBA Graduate seeking marketing position
Industry Marketing and Advertising
Experience
University of New Hampshire 2009 - December 2013
Charles Schwab January 2003 - September 2004
Catalyst Trading LLC January 1999 - January 2003
Skills
Microsoft Excel, Public Speaking, Marketing Strategy, Big Picture, Options Strategies, Finance, Social Media, Event Planning, PowerPoint, Time Management
Education
University of New Hampshire 2012 — 2013
Master of Business Administration (MBA)
University of New Hampshire 2010 — 2012
Master of Arts (MA), History
University of New Hampshire 2009 - December 2013
Charles Schwab January 2003 - September 2004
Catalyst Trading LLC January 1999 - January 2003
Skills
Microsoft Excel, Public Speaking, Marketing Strategy, Big Picture, Options Strategies, Finance, Social Media, Event Planning, PowerPoint, Time Management
Education
University of New Hampshire 2012 — 2013
Master of Business Administration (MBA)
University of New Hampshire 2010 — 2012
Master of Arts (MA), History
Bety Mena - Ortiz's Charles Schwab Experience August 2014 - Present
Job
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Wells Fargo May 2014 - August 2014
Wells Fargo November 2012 - May 2014
Wells Fargo December 2011 - November 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Banking, Credit, Financial Analysis
Education
University of Nevada-Reno 2010 — 2015
Bachelor of Science (B.S.), Economics
Charles Schwab August 2014 - Present
Wells Fargo May 2014 - August 2014
Wells Fargo November 2012 - May 2014
Wells Fargo December 2011 - November 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Banking, Credit, Financial Analysis
Education
University of Nevada-Reno 2010 — 2015
Bachelor of Science (B.S.), Economics
Emily Ansley's Charles Schwab Experience July 2014 - Present
Job Software Engineer at Charles Schwab
Industry
Experience
Charles Schwab July 2014 - Present
LeapFrog June 2013 - August 2013
Arizona Sunrays Gymnastics and Dance May 2011 - August 2011
Skills
AngularJS, Programming, Java, C, JavaScript, Python, C++, HTML, SQL, C#, MySQL, Linux, Windows, Microsoft Office, CSS, Computer Science, Eclipse, Matlab, XML, Microsoft Excel
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Computer Science
University of Nicosia 2013 — 2013
Charles Schwab July 2014 - Present
LeapFrog June 2013 - August 2013
Arizona Sunrays Gymnastics and Dance May 2011 - August 2011
Skills
AngularJS, Programming, Java, C, JavaScript, Python, C++, HTML, SQL, C#, MySQL, Linux, Windows, Microsoft Office, CSS, Computer Science, Eclipse, Matlab, XML, Microsoft Excel
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Computer Science
University of Nicosia 2013 — 2013
Robert Scott Linder, CFP®'s Charles Schwab Experience 1997 - Present
Job Regional Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1997 - Present
Morgan Stanley 1995 - 1997
Skills
Management, Sales Management, Financial Services, Public Speaking, Sales Presentations, Compliance Management, Portfolio Management, Project Management, Wealth Management, Asset Allocation, Investments
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Science (B.S.), Marketing
Charles Schwab 1997 - Present
Morgan Stanley 1995 - 1997
Skills
Management, Sales Management, Financial Services, Public Speaking, Sales Presentations, Compliance Management, Portfolio Management, Project Management, Wealth Management, Asset Allocation, Investments
Education
University of North Carolina at Wilmington 1990 — 1994
Bachelor of Science (B.S.), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank