Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Brad Murphy Brad Murphy's Charles Schwab Experience October 1997 - December 2000
Job Client Partner at Facebook
Industry Computer Software
Experience
Facebook October 2011 - Present
Palindrome Advisors May 2010 - Present
Salesforce.com March 2010 - September 2011
SkyGrid April 2008 - January 2010
GET ME IN! at Ticketmaster June 2007 - April 2008
StubHub April 2005 - May 2007
Schwab Institutional September 2003 - April 2005
Schwab Institutional October 2001 - August 2003
Charles Schwab Australia Pty Ltd January 2000 - September 2001
Charles Schwab October 1997 - December 2000
Skills
Entrepreneurship, Product Marketing, Financial Services, Start-ups, Business Development, Salesforce.com, E-commerce, Sales, Cloud Computing, Lead Generation, Marketing, CRM, Competitive Analysis, Strategic Partnerships, Product Development, Management
Education
University of Pennsylvania 1993 — 1997
BA, Political Science, Philosophy and Economics
Facebook October 2011 - Present
Palindrome Advisors May 2010 - Present
Salesforce.com March 2010 - September 2011
SkyGrid April 2008 - January 2010
GET ME IN! at Ticketmaster June 2007 - April 2008
StubHub April 2005 - May 2007
Schwab Institutional September 2003 - April 2005
Schwab Institutional October 2001 - August 2003
Charles Schwab Australia Pty Ltd January 2000 - September 2001
Charles Schwab October 1997 - December 2000
Skills
Entrepreneurship, Product Marketing, Financial Services, Start-ups, Business Development, Salesforce.com, E-commerce, Sales, Cloud Computing, Lead Generation, Marketing, CRM, Competitive Analysis, Strategic Partnerships, Product Development, Management
Education
University of Pennsylvania 1993 — 1997
BA, Political Science, Philosophy and Economics
Lauren Osborn Lauren Osborn's Charles Schwab Experience December 2013 - Present
Job Admin, Marketing and Operations Coordinator at Schwab Charitable
Industry Public Relations and Communications
Experience
Charles Schwab December 2013 - Present
University of Oregon September 2012 - June 2013
Foundation for Advancing Alcohol Responsibility June 2012 - June 2013
American Cancer Society June 2012 - August 2012
University of Oregon September 2010 - June 2012
Skills
Social Media, Public Speaking, Editing, Public Relations, Microsoft Office, Copy Editing, AP Style, InDesign, OS X, Research, Final Cut Pro, HTML, Keynote, Adobe InDesign, Mac OS X, Strategic Writing, Salesforce.com..., Writing
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Public Relations/Advertising, 3.92
Charles Schwab December 2013 - Present
University of Oregon September 2012 - June 2013
Foundation for Advancing Alcohol Responsibility June 2012 - June 2013
American Cancer Society June 2012 - August 2012
University of Oregon September 2010 - June 2012
Skills
Social Media, Public Speaking, Editing, Public Relations, Microsoft Office, Copy Editing, AP Style, InDesign, OS X, Research, Final Cut Pro, HTML, Keynote, Adobe InDesign, Mac OS X, Strategic Writing, Salesforce.com..., Writing
Education
University of Oregon 2009 — 2013
Bachelor of Science (B.S.), Public Relations/Advertising, 3.92
Kristen Krueger's Charles Schwab Experience August 2014 - Present
Job ManagerBusiness Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Charles Schwab February 2011 - August 2014
Charles Schwab October 2003 - December 2006
Charles Schwab September 2000 - September 2003
Charles Schwab June 1999 - September 2000
Education
University of Northern Colorado 1995 — 1999
BS, Business Administration-Marketing
Charles Schwab August 2014 - Present
Charles Schwab February 2011 - August 2014
Charles Schwab October 2003 - December 2006
Charles Schwab September 2000 - September 2003
Charles Schwab June 1999 - September 2000
Education
University of Northern Colorado 1995 — 1999
BS, Business Administration-Marketing
Jason Haggart's Charles Schwab Experience 2000 - 2004
Job Sr. Wealth Advisor, Retirement Plan Design/ Consulting, Investment Management, Business Exit/ Transition, Crossborder
Industry Investment Management
Experience
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Maxim Global Wealth Advisors January 2014 - Present
UBS September 2010 - December 2013
Haggart Luxury Homes January 2004 - December 2010
Charles Schwab 2000 - 2004
R.V. Kuhns & Associates 1999 - 1999
Skills
Wealth Advisor, Family..., Investments, Finance, Business Development, Managerial Finance, Asset Management, Strategic Financial..., Portfolio Management, Financial Analysis, Retirement Planning, Wealth Management, Alternative Investments, Financial Modeling, Equities, Asset Allocation, Valuation, Strategic Planning, Leadership, Estate Planning, Financial Planning
Education
University of Oregon 1992 — 1995
Bachelor of Science (B.S.)
Clackamas High School 1988 — 1991
Amanda Willoughby Amanda Willoughby's Charles Schwab Experience 2000 - 2003
Job UX at Stealth Startup
Industry Internet
Experience
Stealth Startup February 2015 - Present
Willoughby West April 2007 - Present
Silver Tail Systems January 2012 - January 2013
Recurve - Home Energy Auditing Software April 2009 - May 2011
Adaptive Path September 2004 - April 2007
Charles Schwab 2000 - 2003
Intel Architecture Labs 1999 - 2000
Skills
OmniGraffle, Interaction Design, Task Analysis, Online Research, Design Strategy, Research, User Experience, Experience Design, Agile, Information Architecture, Contextual Inquiry, Paper Prototyping, Wire Framing, User Scenarios, Mobile Design, Research Design, Qualitative Research, Design Management, Participatory Design, Agile Methodologies, User Experience Design, Usability Testing, User Interface, User Research, Rapid Prototyping, Persona, User-centered Design, Heuristic Evaluation, User Interface Design
Education
University of Oregon 1991 — 1995
Bachelor of Science, Fine arts
University of Oregon
BS Fine Arts
Stealth Startup February 2015 - Present
Willoughby West April 2007 - Present
Silver Tail Systems January 2012 - January 2013
Recurve - Home Energy Auditing Software April 2009 - May 2011
Adaptive Path September 2004 - April 2007
Charles Schwab 2000 - 2003
Intel Architecture Labs 1999 - 2000
Skills
OmniGraffle, Interaction Design, Task Analysis, Online Research, Design Strategy, Research, User Experience, Experience Design, Agile, Information Architecture, Contextual Inquiry, Paper Prototyping, Wire Framing, User Scenarios, Mobile Design, Research Design, Qualitative Research, Design Management, Participatory Design, Agile Methodologies, User Experience Design, Usability Testing, User Interface, User Research, Rapid Prototyping, Persona, User-centered Design, Heuristic Evaluation, User Interface Design
Education
University of Oregon 1991 — 1995
Bachelor of Science, Fine arts
University of Oregon
BS Fine Arts
Troy L Smith Troy L Smith's Charles Schwab Experience 2008 - 2012
Job Independent Business Owner
Industry Financial Services
Experience
Self-Employed 2012 - Present
Charles Schwab 2008 - 2012
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Rice University - Susanne M. Glasscock School of Continuing Studies
Financial Planning and Services
Self-Employed 2012 - Present
Charles Schwab 2008 - 2012
Fidelity Investments 2006 - 2008
Prudential Financial 2005 - 2006
Education
University of North Texas
Bachelor of Arts (B.A.), Economics
Rice University - Susanne M. Glasscock School of Continuing Studies
Financial Planning and Services
Jake Fells Jake Fells's Charles Schwab Experience June 2012 - July 2013
Job Financial Analyst at ExxonMobil
Industry Financial Services
Experience
ExxonMobil June 2014 - August 2014
Trenton Corporation March 2014 - May 2014
Charles Schwab June 2012 - July 2013
Charles Schwab October 2010 - June 2012
Skills
Mutual Funds, Securities, Retirement Planning, Wealth Management, Investments, Fixed Income, Investment Strategies, Equities, Strategic Financial..., Financial Services, Asset Management, Investment Management, Bloomberg, Options, Team Leadership, Analytical Techniques, Communication Skills
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Northern Colorado 2007 — 2010
BS
ExxonMobil June 2014 - August 2014
Trenton Corporation March 2014 - May 2014
Charles Schwab June 2012 - July 2013
Charles Schwab October 2010 - June 2012
Skills
Mutual Funds, Securities, Retirement Planning, Wealth Management, Investments, Fixed Income, Investment Strategies, Equities, Strategic Financial..., Financial Services, Asset Management, Investment Management, Bloomberg, Options, Team Leadership, Analytical Techniques, Communication Skills
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Northern Colorado 2007 — 2010
BS
Thomas Moe Thomas Moe's Charles Schwab Experience January 2015 - Present
Job Data Warehousing Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Broadridge Financial Solutions (formerly brokerage services division of ADP) January 2001 - January 2015
Ariss – Kahan Database Marketing Group December 1995 - October 2009
U S WEST (later Qwest) Dex August 1993 - January 2001
Weld County Information Services December 1986 - August 1993
Skills
Requirements Analysis, Functional and..., Data Modeling, Database Design, SQL Programming, Performance and Tuning, ETL, Business Intelligence, Unix Shell Scripting, Relational Databases, Sybase Adaptive Server, SQL, Sybase, T-SQL, SSIS, Data Warehousing, Databases, Business Analysis, Agile Methodologies, SDLC, Shell Scripting, Software Project...
Education
University of Northern Colorado 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
Charles Schwab January 2015 - Present
Broadridge Financial Solutions (formerly brokerage services division of ADP) January 2001 - January 2015
Ariss – Kahan Database Marketing Group December 1995 - October 2009
U S WEST (later Qwest) Dex August 1993 - January 2001
Weld County Information Services December 1986 - August 1993
Skills
Requirements Analysis, Functional and..., Data Modeling, Database Design, SQL Programming, Performance and Tuning, ETL, Business Intelligence, Unix Shell Scripting, Relational Databases, Sybase Adaptive Server, SQL, Sybase, T-SQL, SSIS, Data Warehousing, Databases, Business Analysis, Agile Methodologies, SDLC, Shell Scripting, Software Project...
Education
University of Northern Colorado 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
Laurel Hughes's Charles Schwab Experience October 2009 - June 2015
Job Teaching Fellow at Rocky Mountain Prep
Industry Education Management
Experience
Rocky Mountain Prep July 2015 - Present
Charles Schwab October 2009 - June 2015
Raymond James Financial Inc. August 2005 - August 2009
Skills
Nonprofits, Copywriting, Customer Service, Organization Skills, Communication, Web Content Management, Relationship Building, Volunteering, Educational Leadership, Event Management, Project Management, Social Networking
Education
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Journalism
University of Northern Colorado, Greeley, Colorado, 1998 1994 — 1998
Bachelor of Arts (B.A.), Journalism (emphasis Public Relations)
Rocky Mountain Prep July 2015 - Present
Charles Schwab October 2009 - June 2015
Raymond James Financial Inc. August 2005 - August 2009
Skills
Nonprofits, Copywriting, Customer Service, Organization Skills, Communication, Web Content Management, Relationship Building, Volunteering, Educational Leadership, Event Management, Project Management, Social Networking
Education
University of Northern Colorado 1994 — 1998
Bachelor of Arts (B.A.), Journalism
University of Northern Colorado, Greeley, Colorado, 1998 1994 — 1998
Bachelor of Arts (B.A.), Journalism (emphasis Public Relations)
Laurie Pareso Laurie Pareso's Charles Schwab Experience October 2014 - Present
Job Senior IT Project Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
TriZetto Corporation October 2013 - October 2014
First Data Corporation November 2008 - October 2013
Deloitte October 2005 - October 2008
Starz Entertainment 2001 - 2005
Skills
SDLC, PMP, IT Management, IT Infrastructure..., Manage Client..., CISA, Masters Certificate in..., Program Implementation, Software Project..., Upgrades, Data Migration, Data Analysis, Budgets, IT Audit, ITIL, Information Technology, Management, PMO, Risk Management, Security, Process Improvement, Business Process..., CRM, Change Management, Data Center, Disaster Recovery, IT Strategy, Integration, Leadership, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, SharePoint, Visio
Education
University of Wisconsin-Platteville 2006 — 2010
Masters, Project Management
University of Northern Colorado 1999 — 2001
Bachelors, Business and Computer Information Systems
Charles Schwab October 2014 - Present
TriZetto Corporation October 2013 - October 2014
First Data Corporation November 2008 - October 2013
Deloitte October 2005 - October 2008
Starz Entertainment 2001 - 2005
Skills
SDLC, PMP, IT Management, IT Infrastructure..., Manage Client..., CISA, Masters Certificate in..., Program Implementation, Software Project..., Upgrades, Data Migration, Data Analysis, Budgets, IT Audit, ITIL, Information Technology, Management, PMO, Risk Management, Security, Process Improvement, Business Process..., CRM, Change Management, Data Center, Disaster Recovery, IT Strategy, Integration, Leadership, Program Management, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, SharePoint, Visio
Education
University of Wisconsin-Platteville 2006 — 2010
Masters, Project Management
University of Northern Colorado 1999 — 2001
Bachelors, Business and Computer Information Systems
Brad Manzer's Charles Schwab Experience June 2014 - June 2015
Job Senior Manager at eBay Inc
Industry Human Resources
Experience
eBay Inc June 2015 - Present
Charles Schwab June 2014 - June 2015
Levi Strauss & Co. October 2013 - June 2014
Independent Consultant May 2013 - June 2014
BAE Systems October 2011 - April 2013
Morneau Shepell 2008 - 2011
Coventry Health Care 2007 - 2008
AMC Settlement Services 2006 - 2007
Skills
Process Improvement, Process Development, Test Management, Decision Modeling, Benefits Administration, Process Simulation, Employee Benefits, Vendor Management, Human Resources, Leadership, Personnel Management, Deferred Compensation, Program Management, Employee Training, HRIS, Project Management, Employee Engagement, Payroll, Management, Strategy, Training
Education
University of Notre Dame
Bachelor of Science, Biochemistry and Business
eBay Inc June 2015 - Present
Charles Schwab June 2014 - June 2015
Levi Strauss & Co. October 2013 - June 2014
Independent Consultant May 2013 - June 2014
BAE Systems October 2011 - April 2013
Morneau Shepell 2008 - 2011
Coventry Health Care 2007 - 2008
AMC Settlement Services 2006 - 2007
Skills
Process Improvement, Process Development, Test Management, Decision Modeling, Benefits Administration, Process Simulation, Employee Benefits, Vendor Management, Human Resources, Leadership, Personnel Management, Deferred Compensation, Program Management, Employee Training, HRIS, Project Management, Employee Engagement, Payroll, Management, Strategy, Training
Education
University of Notre Dame
Bachelor of Science, Biochemistry and Business
Paul Tomchaney's Charles Schwab Experience 2000 - 2005
Job Registered Investment Advisor
Industry Financial Services
Experience
Tomchaney Investment Services January 2006 - Present
Charles Schwab 2000 - 2005
Skills
Portfolio Management, Equities, Asset Allocation, Strategic Planning, Wealth Management, Finance, Management, Retirement Planning, Fixed Income, Banking, Mutual Funds, Financial Analysis, Asset Managment, Investments, Investment Advisory
Education
University of Notre Dame
BBA, Finance
Tomchaney Investment Services January 2006 - Present
Charles Schwab 2000 - 2005
Skills
Portfolio Management, Equities, Asset Allocation, Strategic Planning, Wealth Management, Finance, Management, Retirement Planning, Fixed Income, Banking, Mutual Funds, Financial Analysis, Asset Managment, Investments, Investment Advisory
Education
University of Notre Dame
BBA, Finance
Jacy Horgdal's Charles Schwab Experience June 2014 - January 2015
Job Event Manager at Launch, Inc.
Industry Events Services
Experience
Launch, Inc. January 2015 - Present
Stitch Fix June 2014 - January 2015
Charles Schwab June 2014 - January 2015
CRG Events September 2013 - January 2014
CRG Events March 2011 - September 2013
CRG Events September 2010 - March 2011
CRG Events June 2010 - September 2010
Nordstrom June 2006 - September 2009
Skills
Corporate Events, Event Planning, Special Events, Event Management, Budget Management, Client Interfacing, Client Communication, Time Management, Writing, Organization, Leadership, Hospitality, Budgets, Social Media, PowerPoint, Social Media Marketing, Marketing, Marketing Communications, Public Relations, Facebook, Social Networking, Meeting Planning, Sponsorship, Microsoft Office, Advertising
Education
University of Oregon 2006 — 2010
Journalism (magazine), Minor in Business
Launch, Inc. January 2015 - Present
Stitch Fix June 2014 - January 2015
Charles Schwab June 2014 - January 2015
CRG Events September 2013 - January 2014
CRG Events March 2011 - September 2013
CRG Events September 2010 - March 2011
CRG Events June 2010 - September 2010
Nordstrom June 2006 - September 2009
Skills
Corporate Events, Event Planning, Special Events, Event Management, Budget Management, Client Interfacing, Client Communication, Time Management, Writing, Organization, Leadership, Hospitality, Budgets, Social Media, PowerPoint, Social Media Marketing, Marketing, Marketing Communications, Public Relations, Facebook, Social Networking, Meeting Planning, Sponsorship, Microsoft Office, Advertising
Education
University of Oregon 2006 — 2010
Journalism (magazine), Minor in Business
Brian Curcio's Charles Schwab Experience December 2014 - Present
Job Technical Director, Monitoring at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Compuware February 2012 - May 2014
GoDaddy.com October 2007 - January 2012
Opnet Technologies, Inc. (Riverbed) January 2007 - October 2007
Charles Schwab & Co., Inc. May 2004 - December 2006
Calence, Inc. June 2000 - May 2004
Calence, Inc. April 1997 - June 2000
Trans Union Corporation January 1996 - April 1997
Trans Union Corportation September 1994 - December 1995
Accenture September 1992 - September 1994
Skills
IT Strategy, IT Management, IT Operations, ITIL, Project Management, Performance Engineering, IT Service Management, Performance Management, Capacity Planning, Performance Analysis, Event Management, Network Monitoring Tools, System Monitoring, Performance Tuning, Performance Metrics, Performance Testing, Data Analysis, Professional Services, Networking, Network Architecture, Network Design, Network Engineering, Integration, Data Modeling, Enterprise Software, Enterprise Architecture, SDLC, Vendor Management, Testing, Data Center, Software Development, SaaS, Unix, Strategy, Solution Architecture, Cloud Computing, Program Management, Security, Architectures, Virtualization, Pre-sales, Network Security, Disaster Recovery, Leadership, Optimization, Agile Methodologies, Analytics, Application Architecture, Programming Languages, Network Programming
Education
University of Notre Dame 1984 — 1988
BS, Computer Engineering
Charles Schwab December 2014 - Present
Compuware February 2012 - May 2014
GoDaddy.com October 2007 - January 2012
Opnet Technologies, Inc. (Riverbed) January 2007 - October 2007
Charles Schwab & Co., Inc. May 2004 - December 2006
Calence, Inc. June 2000 - May 2004
Calence, Inc. April 1997 - June 2000
Trans Union Corporation January 1996 - April 1997
Trans Union Corportation September 1994 - December 1995
Accenture September 1992 - September 1994
Skills
IT Strategy, IT Management, IT Operations, ITIL, Project Management, Performance Engineering, IT Service Management, Performance Management, Capacity Planning, Performance Analysis, Event Management, Network Monitoring Tools, System Monitoring, Performance Tuning, Performance Metrics, Performance Testing, Data Analysis, Professional Services, Networking, Network Architecture, Network Design, Network Engineering, Integration, Data Modeling, Enterprise Software, Enterprise Architecture, SDLC, Vendor Management, Testing, Data Center, Software Development, SaaS, Unix, Strategy, Solution Architecture, Cloud Computing, Program Management, Security, Architectures, Virtualization, Pre-sales, Network Security, Disaster Recovery, Leadership, Optimization, Agile Methodologies, Analytics, Application Architecture, Programming Languages, Network Programming
Education
University of Notre Dame 1984 — 1988
BS, Computer Engineering
Susan Allind Susan Allind's Charles Schwab Experience July 2014 - Present
Job Sr. Manager, Vendor Sourcing Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
U.S. Cellular October 2012 - July 2014
Siemens Industry January 2012 - November 2012
Walgreens February 2008 - October 2011
Walgreens April 2006 - February 2008
Skills
Procurement, Purchasing, Strategic Sourcing, Leadership, Project Management, Merchandising, Forecasting, Process Improvement, Project Planning, Marketing Strategy, Supply Chain Management, Contract Management, Inventory Control, Cross-functional Team..., Vendor Management, Supply Chain, Inventory Management, Sourcing, Retail, Pricing, Supply Management, Negotiation, Team Building, Management, Operations Management, Customer Service, Global Sourcing, Budgets, Contract Negotiation, Logistics, Strategy, P&L Management, Competitive Analysis, Team Leadership, Supplier Negotiation, Sales, Product Development, Sales Operations, P&L, Analysis, Sales Management, SAP, Account Management, Outsourcing
Education
University of Northern Colorado 2001 — 2002
political science
Charles Schwab July 2014 - Present
U.S. Cellular October 2012 - July 2014
Siemens Industry January 2012 - November 2012
Walgreens February 2008 - October 2011
Walgreens April 2006 - February 2008
Skills
Procurement, Purchasing, Strategic Sourcing, Leadership, Project Management, Merchandising, Forecasting, Process Improvement, Project Planning, Marketing Strategy, Supply Chain Management, Contract Management, Inventory Control, Cross-functional Team..., Vendor Management, Supply Chain, Inventory Management, Sourcing, Retail, Pricing, Supply Management, Negotiation, Team Building, Management, Operations Management, Customer Service, Global Sourcing, Budgets, Contract Negotiation, Logistics, Strategy, P&L Management, Competitive Analysis, Team Leadership, Supplier Negotiation, Sales, Product Development, Sales Operations, P&L, Analysis, Sales Management, SAP, Account Management, Outsourcing
Education
University of Northern Colorado 2001 — 2002
political science
Jill McKechnie Hartley's Charles Schwab Experience April 2006 - June 2007
Job Sr. Marketing Manager, Microsoft
Industry Marketing and Advertising
Experience
Microsoft Corporation July 2008 - Present
Charles Schwab April 2006 - June 2007
Wells Fargo Business Real Estate Financing September 2004 - March 2006
Electro Rent Corporation March 1996 - September 2002
Hartley & Company Consulting 1992 - 1996
KPA Advertising 1988 - 1990
Skills
Lead Generation, Marketing Strategy, Marketing, Project Planning, Project Management, Product Marketing, Direct Marketing, Strategy, Online Marketing, Leadership, Marketing Communications, Social Media, Analytics, Product Management, SEO, Advertising, B2B, Management
Education
University of Oregon 1978 — 1982
B.A., Liberal Arts
Eslov Bergaskolan, Sweden 1977 — 1978
Rotary Scholarship Exchange Student, Social Sciences
Alliance Française de Seattle
French Studies
Roseburg high school
Microsoft Corporation July 2008 - Present
Charles Schwab April 2006 - June 2007
Wells Fargo Business Real Estate Financing September 2004 - March 2006
Electro Rent Corporation March 1996 - September 2002
Hartley & Company Consulting 1992 - 1996
KPA Advertising 1988 - 1990
Skills
Lead Generation, Marketing Strategy, Marketing, Project Planning, Project Management, Product Marketing, Direct Marketing, Strategy, Online Marketing, Leadership, Marketing Communications, Social Media, Analytics, Product Management, SEO, Advertising, B2B, Management
Education
University of Oregon 1978 — 1982
B.A., Liberal Arts
Eslov Bergaskolan, Sweden 1977 — 1978
Rotary Scholarship Exchange Student, Social Sciences
Alliance Française de Seattle
French Studies
Roseburg high school
Steven Aaron Steven Aaron's Charles Schwab Experience October 2009 - October 2010
Job Chief Compliance Officer at WR Hambrecht + Co
Industry Financial Services
Experience
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
Sheremy Cabrera's Charles Schwab Experience July 2011 - July 2012
Job Director of Banquets, Beverage & Restaurants at Starwood Hotels & Resorts Worldwide, Inc.
Industry Financial Services
Experience
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - May 2014
Charles Schwab July 2011 - July 2012
Radisson April 2009 - January 2011
Hampton Inn Hotel January 2009 - April 2010
Skills
Coordinating Events, Event Planning, Event Management, Volunteering, Youth Mentoring, French, Spanish, Promotions, Meeting Planning, Leading Meetings, Team Leadership, Management, Operations Management, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Publisher, ThomsonOne, Series 7, Series 63, OnQ, Hula, Choreography, Costume Design, Secretarial Skills, Customer Retention, Social Networking, Hospitality, Leadership, Customer Satisfaction, Customer Service, Public Relations, Communication
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - May 2014
Charles Schwab July 2011 - July 2012
Radisson April 2009 - January 2011
Hampton Inn Hotel January 2009 - April 2010
Skills
Coordinating Events, Event Planning, Event Management, Volunteering, Youth Mentoring, French, Spanish, Promotions, Meeting Planning, Leading Meetings, Team Leadership, Management, Operations Management, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Publisher, ThomsonOne, Series 7, Series 63, OnQ, Hula, Choreography, Costume Design, Secretarial Skills, Customer Retention, Social Networking, Hospitality, Leadership, Customer Satisfaction, Customer Service, Public Relations, Communication
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts (B.A.), Romance Languages, Literatures, and Linguistics
John B Jones Jr. John B Jones Jr.'s Charles Schwab Experience 2003 - 2005
Job President/Owner at North Tahoe Commercial
Industry Investment Management
Experience
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
Stacia Bain Stacia Bain's Charles Schwab Experience January 2015 - Present
Job Executive Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Meritage Funds April 2012 - January 2015
Taste of the Season Catering December 2005 - April 2013
Dubuque Community School District January 2011 - April 2011
Everyday Soiree August 2005 - April 2009
Skills
Organization, Meeting Scheduling, Communication Skills, Executive Support, Travel Arrangements, Microsoft Office, Office Administration, Concur, Executive..., Private Equity, Calendaring, Expense Reports, Office Management, Venture Capital, Administrative..., High Level Of..., Executive Level..., Administrative..., Customer Service, Public Speaking
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Sociology and Criminal Justice
Charles Schwab January 2015 - Present
Meritage Funds April 2012 - January 2015
Taste of the Season Catering December 2005 - April 2013
Dubuque Community School District January 2011 - April 2011
Everyday Soiree August 2005 - April 2009
Skills
Organization, Meeting Scheduling, Communication Skills, Executive Support, Travel Arrangements, Microsoft Office, Office Administration, Concur, Executive..., Private Equity, Calendaring, Expense Reports, Office Management, Venture Capital, Administrative..., High Level Of..., Executive Level..., Administrative..., Customer Service, Public Speaking
Education
University of Northern Colorado
Bachelor of Arts (B.A.), Sociology and Criminal Justice
Brad Lyman's Charles Schwab Experience July 2003 - November 2005
Job Investment Management Consulting Financial Systems Evaluation, Implementation & Strategy
Industry Investment Management
Experience
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Jamie Henley's Charles Schwab Experience September 2014 - Present
Job Client Service SpecialistCharles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Lighthouse in Action May 2014 - August 2014
Adventures In Missions January 2014 - May 2014
Venture Magazine January 2014 - May 2014
Adventures In Missions January 2013 - November 2013
Bank of America December 2011 - November 2012
Bank of America May 2011 - November 2011
Bank of America April 2005 - April 2008
Education
University of Oklahoma 2009 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Charles Schwab September 2014 - Present
Lighthouse in Action May 2014 - August 2014
Adventures In Missions January 2014 - May 2014
Venture Magazine January 2014 - May 2014
Adventures In Missions January 2013 - November 2013
Bank of America December 2011 - November 2012
Bank of America May 2011 - November 2011
Bank of America April 2005 - April 2008
Education
University of Oklahoma 2009 — 2011
Bachelor of Arts (B.A.), International/Global Studies
Ken Lovejoy, CeM® Ken Lovejoy, CeM®'s Charles Schwab Experience 2015 - 2015
Job Director, Integrated Marketing
Industry Marketing and Advertising
Experience
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Evo Marketing Group January 2012 - Present
Charles Schwab 2015 - 2015
Solera National Bank January 2012 - December 2014
Old Mutual Capital/Old Mutual Investment Partners July 2006 - December 2011
American Select Insurance Marketing September 2002 - June 2006
The Chase Manhattan Bank 2001 - 2002
Janus Capital Group 1998 - 2001
R L Polk 1997 - 1998
Skills
Online Marketing, E-commerce, Marketing Strategy, Email Marketing, Social Media Marketing, Vendor Management, Direct Marketing, Strategic Planning, Marketing Management, Team Building, Digital Marketing, Integrated Marketing, SEO, Corporate Branding, Product Marketing, Insurance, Marketing Communications, Social Media, Sales Management, Public Relations, B2B, SEM, Web Analytics, New Business Development, Advertising, Competitive Analysis, Budgeting, Analytics, Public Speaking, Analysis, Blogging, Market Planning, PPC, Lead Generation, Market Analysis, Promotions, Campaign Management, Market Research, B2B Marketing, B2C, Online Advertising, Google Adwords, Google Analytics, Brand Development, Direct Mail, Social Networking, Salesforce.com, Marketing Research, Strategy, Marketing
Education
University of Northern Colorado
Journalism/Advertising and PR
Western Governors University
Bachelor of Science (BS), Marketing Management
Kriss Emsoff Kriss Emsoff's Charles Schwab Experience June 2008 - Present
Job Sr Manager Software Systems Eng
Industry Information Technology and Services
Experience
Charles Schwab June 2008 - Present
Dell August 2000 - June 2008
Metasolv Software 1997 - 2000
Texas Instruments 1994 - 1997
Skills
TFS, Agile Methodologies, Enterprise Architecture, Management, Project Management, SDLC, Software Configuration..., Software Development, Team Building, Test Automation, Testing
Education
University of North Texas 1990 — 1994
Charles Schwab June 2008 - Present
Dell August 2000 - June 2008
Metasolv Software 1997 - 2000
Texas Instruments 1994 - 1997
Skills
TFS, Agile Methodologies, Enterprise Architecture, Management, Project Management, SDLC, Software Configuration..., Software Development, Team Building, Test Automation, Testing
Education
University of North Texas 1990 — 1994
Jennifer Doyle Jennifer Doyle's Charles Schwab Experience 2006 - 2010
Job Head of Digital Marketing at Bank of the West
Industry Marketing and Advertising
Experience
Bank of the West March 2015 - Present
Doyle Consulting January 2013 - January 2015
Motif Investing June 2011 - January 2013
Charles Schwab 2006 - 2010
Charles Schwab 2005 - 2006
NexTag 2003 - 2004
Nimblefish Technologies 2002 - 2003
Excite@Home 1996 - 2002
Rapp Collins Direct Marketing Worldwide 1994 - 1996
The Clorox Company 1988 - 1994
Skills
Corporate Branding, Thought Leadership, Direct Marketing, Product Marketing, Integrated Marketing, Email Marketing, Brand Strategy and..., Demand Generation, Strategic Public..., Public Relations, Strategic Partnerships, Marketing, Product Management, Marketing Communications, Strategy, Marketing Strategy, Brand Development, Start-ups, Lead Generation, SEM, Market Research, Business Development, Advertising, Multi-channel Marketing, Analytics, Market Planning, Cross-functional Team..., Customer Acquisition
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Washington
BA
Bank of the West March 2015 - Present
Doyle Consulting January 2013 - January 2015
Motif Investing June 2011 - January 2013
Charles Schwab 2006 - 2010
Charles Schwab 2005 - 2006
NexTag 2003 - 2004
Nimblefish Technologies 2002 - 2003
Excite@Home 1996 - 2002
Rapp Collins Direct Marketing Worldwide 1994 - 1996
The Clorox Company 1988 - 1994
Skills
Corporate Branding, Thought Leadership, Direct Marketing, Product Marketing, Integrated Marketing, Email Marketing, Brand Strategy and..., Demand Generation, Strategic Public..., Public Relations, Strategic Partnerships, Marketing, Product Management, Marketing Communications, Strategy, Marketing Strategy, Brand Development, Start-ups, Lead Generation, SEM, Market Research, Business Development, Advertising, Multi-channel Marketing, Analytics, Market Planning, Cross-functional Team..., Customer Acquisition
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Washington
BA
Bruce McDougal Bruce McDougal's Charles Schwab Experience September 2014 - Present
Job Deputy CCO CSIM at Charles Schwab
Industry Investment Management
Experience
Charles Schwab September 2014 - Present
BlackRock January 2009 - August 2014
Barclays Global Investors, N. A. October 2001 - January 2009
K&L Gates May 2000 - October 2001
World Health Organization 1998 - 2000
World AIDS Conference XII 1997 - 1998
K&L Gates 1994 - 1997
Federal Housing Finance Board 1992 - 1994
K&L Gates 1989 - 1992
Skills
Mutual Funds, Financial Services, Risk Management, Banking, Securities Regulation, Securities Lending, Financial Risk, Asset Management, Investment Management, Alternative Investments, Operational Risk, Capital Markets, Asset Managment, Portfolio Management, Government Relations, Federal Government..., European Union, ERISA, Compliance, Strategy
Education
The College of William and Mary 1986 — 1989
Doctor of Law (JD)
University of Pennsylvania 1980 — 1984
B.A., Urban Studies
Charles Schwab September 2014 - Present
BlackRock January 2009 - August 2014
Barclays Global Investors, N. A. October 2001 - January 2009
K&L Gates May 2000 - October 2001
World Health Organization 1998 - 2000
World AIDS Conference XII 1997 - 1998
K&L Gates 1994 - 1997
Federal Housing Finance Board 1992 - 1994
K&L Gates 1989 - 1992
Skills
Mutual Funds, Financial Services, Risk Management, Banking, Securities Regulation, Securities Lending, Financial Risk, Asset Management, Investment Management, Alternative Investments, Operational Risk, Capital Markets, Asset Managment, Portfolio Management, Government Relations, Federal Government..., European Union, ERISA, Compliance, Strategy
Education
The College of William and Mary 1986 — 1989
Doctor of Law (JD)
University of Pennsylvania 1980 — 1984
B.A., Urban Studies
Michael E. Saathoff Michael E. Saathoff's Charles Schwab Experience August 2014 - Present
Job Specialist
Industry Investment Management
Experience
Charles Schwab August 2014 - Present
Merrill Lynch February 2012 - August 2014
University of North Florida April 2008 - April 2010
City of St. Petersburg May 2005 - August 2005
Education
University of North Florida 2006 — 2010
Political Science, Public Administration
Charles Schwab August 2014 - Present
Merrill Lynch February 2012 - August 2014
University of North Florida April 2008 - April 2010
City of St. Petersburg May 2005 - August 2005
Education
University of North Florida 2006 — 2010
Political Science, Public Administration
Adam J Richards's Charles Schwab Experience 1997 - 2005
Job VP, Technology Infrastructure at Ask.com
Industry Information Technology and Services
Experience
Ask.com December 2013 - Present
Ask.com 2012 - December 2013
Ask.com June 2013 - September 2013
Yahoo! 2011 - 2012
Yahoo! 2010 - 2011
Yahoo! 2009 - 2010
JPMC 2005 - 2009
Charles Schwab 1997 - 2005
IBM Hursley Laboratories 1990 - 1997
Skills
Enterprise Architecture, Cloud Computing, IT Strategy, Enterprise Software, Cross-functional Team..., Scalability, SOA, Strategy, Management, ITIL, Distributed Systems, System Architecture, High Availability, Agile Methodologies, Security, Process Engineering, Operations Management, Governance, Infrastructure, Performance Tuning, Technical Leadership, Hadoop, Big Data, Enterprise Risk..., Problem Solving, Mainframe, Computer Architecture, High Performance..., OLTP, IT Transformation, Organization, ESB, Messaging, Information Technology, Architecture, SaaS, Risk Management, UML, Problem Analysis, Performance Management, Agile, Sysplex Internals, CICS Internals, Enterprise Service Bus, Enterprise Messaging Bus, Highly Reliable..., Situational Awareness, Business Intelligence
Education
University of Oxford
BA and MA, Electrical Engineering
Ask.com December 2013 - Present
Ask.com 2012 - December 2013
Ask.com June 2013 - September 2013
Yahoo! 2011 - 2012
Yahoo! 2010 - 2011
Yahoo! 2009 - 2010
JPMC 2005 - 2009
Charles Schwab 1997 - 2005
IBM Hursley Laboratories 1990 - 1997
Skills
Enterprise Architecture, Cloud Computing, IT Strategy, Enterprise Software, Cross-functional Team..., Scalability, SOA, Strategy, Management, ITIL, Distributed Systems, System Architecture, High Availability, Agile Methodologies, Security, Process Engineering, Operations Management, Governance, Infrastructure, Performance Tuning, Technical Leadership, Hadoop, Big Data, Enterprise Risk..., Problem Solving, Mainframe, Computer Architecture, High Performance..., OLTP, IT Transformation, Organization, ESB, Messaging, Information Technology, Architecture, SaaS, Risk Management, UML, Problem Analysis, Performance Management, Agile, Sysplex Internals, CICS Internals, Enterprise Service Bus, Enterprise Messaging Bus, Highly Reliable..., Situational Awareness, Business Intelligence
Education
University of Oxford
BA and MA, Electrical Engineering
Michael Heinrich Michael Heinrich's Charles Schwab Experience March 2011 - October 2011
Job Developer looking for telecommute only part time and/or flexible hours
Industry Computer Software
Experience
Farm Credit Bank of Texas October 2012 - July 2015
Synovus Mortgage April 2012 - October 2012
BMO Harris Bank November 2011 - April 2012
Charles Schwab March 2011 - October 2011
State Bar of Texas March 2009 - March 2011
Fremont Bank February 2008 - February 2009
E-LOAN September 2006 - January 2008
HMC November 2005 - March 2006
DR Horton May 2001 - November 2005
Insurance Technologies Corporation March 1999 - March 2001
Skills
Microsoft SQL Server, XML, ASP.NET, C#, HTML, Entity Framework, JavaScript, VB.NET, PHP, AJAX, VBScript, ColdFusion, SSIS, Visual Studio, Empower, Adobe Creative Suite, Oracle, MySQL, Apache, WordPress, Bootstrap, jQuery, Delphi, HTML5
Education
University of North Texas 1991 — 1996
Farm Credit Bank of Texas October 2012 - July 2015
Synovus Mortgage April 2012 - October 2012
BMO Harris Bank November 2011 - April 2012
Charles Schwab March 2011 - October 2011
State Bar of Texas March 2009 - March 2011
Fremont Bank February 2008 - February 2009
E-LOAN September 2006 - January 2008
HMC November 2005 - March 2006
DR Horton May 2001 - November 2005
Insurance Technologies Corporation March 1999 - March 2001
Skills
Microsoft SQL Server, XML, ASP.NET, C#, HTML, Entity Framework, JavaScript, VB.NET, PHP, AJAX, VBScript, ColdFusion, SSIS, Visual Studio, Empower, Adobe Creative Suite, Oracle, MySQL, Apache, WordPress, Bootstrap, jQuery, Delphi, HTML5
Education
University of North Texas 1991 — 1996
Rodney Paul Rodney Paul's Charles Schwab Experience June 1999 - February 2008
Job Sr. Client Support Analyst at Advent Software
Industry Financial Services
Experience
Advent Software January 2012 - Present
Advent Software March 2008 - December 2011
Charles Schwab June 1999 - February 2008
Mellon US Leasing March 1999 - June 1999
Axean Group January 1997 - March 1999
Nestle 1994 - 1997
Watson Wyatt 1988 - 1992
Skills
Public Speaking, Project Management, Perl, Process Improvement, Requirements Analysis, Software Development, Business Analysis, Management, Databases, Leadership, Business Process, Requirements Gathering, Oracle, Analysis, Access, Fundraising, Integration, Consulting, Product Management
Education
University of Pennsylvania 1983 — 1986
BA, English Lit.
Lancashire Elementary 1969 — 1974
Advent Software January 2012 - Present
Advent Software March 2008 - December 2011
Charles Schwab June 1999 - February 2008
Mellon US Leasing March 1999 - June 1999
Axean Group January 1997 - March 1999
Nestle 1994 - 1997
Watson Wyatt 1988 - 1992
Skills
Public Speaking, Project Management, Perl, Process Improvement, Requirements Analysis, Software Development, Business Analysis, Management, Databases, Leadership, Business Process, Requirements Gathering, Oracle, Analysis, Access, Fundraising, Integration, Consulting, Product Management
Education
University of Pennsylvania 1983 — 1986
BA, English Lit.
Lancashire Elementary 1969 — 1974
Tony Sherman Tony Sherman's Charles Schwab Experience March 2000 - June 2001
Job Founder and Implementation Rabbi at Confident Defense & Impact Teams.
Industry Information Technology and Services
Experience
Confident Defense March 2015 - Present
Impact Teams September 2013 - Present
Impact Teams Radio April 2014 - April 2015
Bit9 September 2013 - November 2014
Empirix November 2010 - September 2013
LogicLab, a Merkle Company February 2010 - November 2010
Merkle Direct Marketing October 2008 - February 2010
OTIBIS 2000 - September 2008
IT Global Source July 2000 - August 2002
Charles Schwab March 2000 - June 2001
Skills
Program Management, IT Strategy, Project Management, Strategy, Leadership, Training, Security, Professional Services, Management Consulting, Team Management, Change Management, Integration, Management, Start-ups, Business Development, Radio Broadcasting, Business Strategy, Business Process...
Education
Huddersfield 1991 — 1993
PGCE, Adult Education
Nottingham University 1980 — 1983
BSc., Thoretical Mechanics
Confident Defense March 2015 - Present
Impact Teams September 2013 - Present
Impact Teams Radio April 2014 - April 2015
Bit9 September 2013 - November 2014
Empirix November 2010 - September 2013
LogicLab, a Merkle Company February 2010 - November 2010
Merkle Direct Marketing October 2008 - February 2010
OTIBIS 2000 - September 2008
IT Global Source July 2000 - August 2002
Charles Schwab March 2000 - June 2001
Skills
Program Management, IT Strategy, Project Management, Strategy, Leadership, Training, Security, Professional Services, Management Consulting, Team Management, Change Management, Integration, Management, Start-ups, Business Development, Radio Broadcasting, Business Strategy, Business Process...
Education
Huddersfield 1991 — 1993
PGCE, Adult Education
Nottingham University 1980 — 1983
BSc., Thoretical Mechanics
Susan Huber's Charles Schwab Experience December 1997 - February 2004
Job Pharmaceutical Sales Representative II at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim September 2011 - Present
Quintiles August 2008 - September 2011
InVisionHR September 2007 - August 2008
Robert Half International March 2004 - September 2007
Charles Schwab December 1997 - February 2004
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Territory..., Business Analysis, Product Launch, New Business Development, Team Building, Business Process..., Mentoring, New Hire Orientations, Hiring Practices, Hiring Employees, Mass Hiring, Sales Management, Account Management, Operations Management, Customer Satisfaction, Direct Sales, Sales Presentations, Recruiting, Series 7, Series 63, Training, Contract Negotiation, Social Networking, Employer Branding, Employee Training, Employee Management, Employment Law, Product Marketing, Pharmacology, Compliance, Territory Penetration, Territory Management, Territory Expansion, Team Leadership, Team Management, Teamwork, Award Winner, Job Coaching, Job Fairs, Job Descriptions, Career Development..., Interview Skills, Competitive Analysis, Data Analysis, Communication Skills, Talent Scouting, Online Lead Generation, Product Training
Education
University of Northern Iowa 1989 — 1993
BA, Criminology/Sociology
Boehringer Ingelheim September 2011 - Present
Quintiles August 2008 - September 2011
InVisionHR September 2007 - August 2008
Robert Half International March 2004 - September 2007
Charles Schwab December 1997 - February 2004
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Territory..., Business Analysis, Product Launch, New Business Development, Team Building, Business Process..., Mentoring, New Hire Orientations, Hiring Practices, Hiring Employees, Mass Hiring, Sales Management, Account Management, Operations Management, Customer Satisfaction, Direct Sales, Sales Presentations, Recruiting, Series 7, Series 63, Training, Contract Negotiation, Social Networking, Employer Branding, Employee Training, Employee Management, Employment Law, Product Marketing, Pharmacology, Compliance, Territory Penetration, Territory Management, Territory Expansion, Team Leadership, Team Management, Teamwork, Award Winner, Job Coaching, Job Fairs, Job Descriptions, Career Development..., Interview Skills, Competitive Analysis, Data Analysis, Communication Skills, Talent Scouting, Online Lead Generation, Product Training
Education
University of Northern Iowa 1989 — 1993
BA, Criminology/Sociology
Mark Spenner Mark Spenner's Charles Schwab Experience October 2000 - June 2002
Job
Industry Computer Games
Experience
Rumble July 2011 - Present
Electronic Arts January 2008 - July 2011
BioWare / Pandemic January 2006 - December 2007
EMI Music March 2003 - January 2006
Charles Schwab October 2000 - June 2002
Montgomery Securities July 1998 - July 2000
Skills
Financial Analysis, Video Games, Marketing Strategy, Game Development, Game Design, Business Strategy, Analysis, Corporate Development, New Business Development, Corporate Finance, Product Development, Production, Strategy, Strategic Partnerships, Start-ups, Mobile Games, Mobile Devices, Business Intelligence, Social Games
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics, Concentration in Finance
Rumble July 2011 - Present
Electronic Arts January 2008 - July 2011
BioWare / Pandemic January 2006 - December 2007
EMI Music March 2003 - January 2006
Charles Schwab October 2000 - June 2002
Montgomery Securities July 1998 - July 2000
Skills
Financial Analysis, Video Games, Marketing Strategy, Game Development, Game Design, Business Strategy, Analysis, Corporate Development, New Business Development, Corporate Finance, Product Development, Production, Strategy, Strategic Partnerships, Start-ups, Mobile Games, Mobile Devices, Business Intelligence, Social Games
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Bachelor of Science in Economics, Concentration in Finance
Brooks Allen Brooks Allen's Charles Schwab Experience May 2015 - Present
Job Director, Strategic Partnerships at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Steph Topping, PHR Steph Topping, PHR's Charles Schwab Experience April 2003 - Present
Job Director Human Resources at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2003 - Present
Avaya October 2000 - April 2003
McLeodUSA Publishing 1997 - 2000
McGladrey July 1994 - March 1997
Skills
Strategic Business..., Strengths Ambassador, Collaborative Problem..., Employee Relations, Call Center Environment, Analysis, Microsoft Office, PeopleSoft, Performance Management, Recruiting, Employee Engagement, Talent Acquisition, Human Resources, Personnel Management, Leadership Development, HR Policies, Leadership, Employment Law, Coaching, Succession Planning, Mergers & Acquisitions, Compensation & Benefit, Onboarding, Talent Management, Performance Appraisal, Organizational Design, Organizational..., Organizational..., HR Consulting, Executive Management, Training, Hiring, Management Development, Conflict Resolution, Sales, Employee Benefits, Change Management
Education
University of Northern Iowa 1990 — 1994
BA, Business Administration
Charles Schwab April 2003 - Present
Avaya October 2000 - April 2003
McLeodUSA Publishing 1997 - 2000
McGladrey July 1994 - March 1997
Skills
Strategic Business..., Strengths Ambassador, Collaborative Problem..., Employee Relations, Call Center Environment, Analysis, Microsoft Office, PeopleSoft, Performance Management, Recruiting, Employee Engagement, Talent Acquisition, Human Resources, Personnel Management, Leadership Development, HR Policies, Leadership, Employment Law, Coaching, Succession Planning, Mergers & Acquisitions, Compensation & Benefit, Onboarding, Talent Management, Performance Appraisal, Organizational Design, Organizational..., Organizational..., HR Consulting, Executive Management, Training, Hiring, Management Development, Conflict Resolution, Sales, Employee Benefits, Change Management
Education
University of Northern Iowa 1990 — 1994
BA, Business Administration
Jennifer Mann's Charles Schwab Experience May 2015 - Present
Job Product Development Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab January 2013 - April 2015
Freelance Design and Wordpress Development March 2011 - June 2014
Laboratory of Brian Lazzaro, Cornell University August 2008 - December 2010
Cornell Center for Comparative and Population Genomics, Cornell University October 2009 - November 2010
Graduate Field of Genetics and Development, Cornell University February 2009 - March 2010
Laboratory of Patrick Phillips, University of Oregon May 2006 - August 2008
Education
University of Oregon 2004 — 2008
BS, Biology; Minor in Biochemistry
Charles Schwab May 2015 - Present
Charles Schwab January 2013 - April 2015
Freelance Design and Wordpress Development March 2011 - June 2014
Laboratory of Brian Lazzaro, Cornell University August 2008 - December 2010
Cornell Center for Comparative and Population Genomics, Cornell University October 2009 - November 2010
Graduate Field of Genetics and Development, Cornell University February 2009 - March 2010
Laboratory of Patrick Phillips, University of Oregon May 2006 - August 2008
Education
University of Oregon 2004 — 2008
BS, Biology; Minor in Biochemistry
Paul Vermilya Paul Vermilya's Charles Schwab Experience January 1994 - January 1998
Job Owner, Compass Investment Advisers LLC
Industry Investment Management
Experience
Compass Investment Advisers LLC June 2004 - Present
Western Pacific Investment Advisers January 1998 - February 2003
Charles Schwab January 1994 - January 1998
First Interstate Bank of Oregon 1990 - 1993
Merrill Lynch 1982 - 1989
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Private Equity, Equities, Mutual Funds, Financial Analysis, Valuation, Marketing, Securities, Fixed Income
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
B.S., Finance
Compass Investment Advisers LLC June 2004 - Present
Western Pacific Investment Advisers January 1998 - February 2003
Charles Schwab January 1994 - January 1998
First Interstate Bank of Oregon 1990 - 1993
Merrill Lynch 1982 - 1989
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Wealth Management, Private Equity, Equities, Mutual Funds, Financial Analysis, Valuation, Marketing, Securities, Fixed Income
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1982
B.S., Finance
Nancy Breitfeller's Charles Schwab Experience 1987 - 1996
Job Stay home mom and school volunteer at None
Industry Individual & Family Services
Experience
Home 1996 - Present
Charles Schwab 1987 - 1996
American Hawaii Cruises 1987 - 1989
Skills
Analysis, Project Planning, Business Analysis, Financial Planning, Program Management, Leadership, Strategic Planning, Budgets, Nonprofits
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance, Strategic Planning
University of Pennsylvania - The Wharton School 1977 — 1981
BSEcon, Finance, Accounting
Home 1996 - Present
Charles Schwab 1987 - 1996
American Hawaii Cruises 1987 - 1989
Skills
Analysis, Project Planning, Business Analysis, Financial Planning, Program Management, Leadership, Strategic Planning, Budgets, Nonprofits
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance, Strategic Planning
University of Pennsylvania - The Wharton School 1977 — 1981
BSEcon, Finance, Accounting
Paul Van Gundy Paul Van Gundy's Charles Schwab Experience September 2010 - Present
Job PMP / ITILv3 Professional
Industry Information Technology and Services
Experience
Charles Schwab September 2010 - Present
American Express (via The Experts) September 2009 - September 2010
DHL January 2007 - May 2009
US Airways March 2006 - December 2006
State of Arizona - Industrial Commission 1992 - 2005
Education
ITT Technical Institute
Associates, Computer Science
University of Northern Colorado
Buiness Administration
Charles Schwab September 2010 - Present
American Express (via The Experts) September 2009 - September 2010
DHL January 2007 - May 2009
US Airways March 2006 - December 2006
State of Arizona - Industrial Commission 1992 - 2005
Education
ITT Technical Institute
Associates, Computer Science
University of Northern Colorado
Buiness Administration
Devon Austin Devon Austin's Charles Schwab Experience April 1990 - January 2000
Job Insurance and Financial Services Consultant
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. October 2004 - Present
Willis May 2002 - October 2004
Charles Schwab April 1990 - January 2000
Morgan Stanley Dean Witter March 1988 - April 1990
AT&T 1972 - 1984
Skills
Insurance, Telecommunications, Art, Employee Benefits, Brokers, Property & Casualty..., Customer Service, Business Development, General Insurance, Estate Planning, Microsoft Office, Underwriting, Risk Management, Liability
Education
University of Northern Colorado 1968 — 1972
BA, Elementary Education
Marsh & McLennan Companies, Inc. October 2004 - Present
Willis May 2002 - October 2004
Charles Schwab April 1990 - January 2000
Morgan Stanley Dean Witter March 1988 - April 1990
AT&T 1972 - 1984
Skills
Insurance, Telecommunications, Art, Employee Benefits, Brokers, Property & Casualty..., Customer Service, Business Development, General Insurance, Estate Planning, Microsoft Office, Underwriting, Risk Management, Liability
Education
University of Northern Colorado 1968 — 1972
BA, Elementary Education
Jennifer Cosgrove Lane Jennifer Cosgrove Lane's Charles Schwab Experience September 2004 - March 2005
Job AVP, Marketing Program Manager, Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2010 - Present
Wells Fargo August 2007 - December 2009
Wells Fargo March 2005 - August 2007
Charles Schwab September 2004 - March 2005
Maxtor Corporation January 2003 - August 2004
Bank of America April 2000 - October 2001
Hill Holliday July 1998 - March 2000
The Stephenz Group January 1997 - June 1998
Foote, Cone & Belding January 1994 - December 1996
Skills
Advertising, Brand Management, Integrated Marketing, Direct Marketing, Project Management, Account Management, In-store Marketing
Education
University of Oregon 1989 — 1993
Bachelor of Arts (B.A.), Journalism
Wells Fargo February 2010 - Present
Wells Fargo August 2007 - December 2009
Wells Fargo March 2005 - August 2007
Charles Schwab September 2004 - March 2005
Maxtor Corporation January 2003 - August 2004
Bank of America April 2000 - October 2001
Hill Holliday July 1998 - March 2000
The Stephenz Group January 1997 - June 1998
Foote, Cone & Belding January 1994 - December 1996
Skills
Advertising, Brand Management, Integrated Marketing, Direct Marketing, Project Management, Account Management, In-store Marketing
Education
University of Oregon 1989 — 1993
Bachelor of Arts (B.A.), Journalism
Sarah W. Quist,CFP®, CDFA Sarah W. Quist,CFP®, CDFA's Charles Schwab Experience September 2002 - September 2004
Job Investment Manager at Vision Capital Management, Inc.
Industry Financial Services
Experience
Vision Capitial Management, Inc 2005 - Present
Charles Schwab September 2002 - September 2004
Coldstream Capital Management January 1998 - January 2002
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Equities, Hedge Funds, Start-ups, Private Equity, Strategy, Entrepreneurship, Business Strategy, Wealth Management..., Asset Management, Financial Services, Investment Management, Executive Management, 401k, Securities, Finance
Education
University of Oregon 1982 — 1986
BS, Economics
Woodside High School 1978 — 1981
Vision Capitial Management, Inc 2005 - Present
Charles Schwab September 2002 - September 2004
Coldstream Capital Management January 1998 - January 2002
Skills
Investments, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Strategic Financial..., Asset Managment, Portfolio Management, Investment Strategies, Mutual Funds, Series 7, Financial Analysis, Equities, Hedge Funds, Start-ups, Private Equity, Strategy, Entrepreneurship, Business Strategy, Wealth Management..., Asset Management, Financial Services, Investment Management, Executive Management, 401k, Securities, Finance
Education
University of Oregon 1982 — 1986
BS, Economics
Woodside High School 1978 — 1981
Brandon Bumford Brandon Bumford's Charles Schwab Experience December 2006 - Present
Job Specialist
Industry Financial Services
Experience
Arkadia, LLC January 2015 - Present
Charles Schwab December 2006 - Present
Joe's Grotto February 2013 - August 2013
Wells Fargo May 2005 - October 2006
Skills
Drum Set, Microsoft Office, Corporate Actions, Internet, Corporate Communications, Sustainability, Project Coordination, Coordination, Leadership, Series 7, Software Documentation, Series 63, Securities, Social Networking, Online Marketing, Project Management, Teamwork, Back Office, Time Management, Financial Services, Office Administration, Stocks, Outlook, Bloomberg Terminal, Client Services, Business, Telephone Skills, FINRA, Business Requirements, New Business...
Education
University of Phoenix 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Entrepreneurial and Small Business Operations
Gull Lake High School 2001 — 2003
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
University of Phoenix
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Arkadia, LLC January 2015 - Present
Charles Schwab December 2006 - Present
Joe's Grotto February 2013 - August 2013
Wells Fargo May 2005 - October 2006
Skills
Drum Set, Microsoft Office, Corporate Actions, Internet, Corporate Communications, Sustainability, Project Coordination, Coordination, Leadership, Series 7, Software Documentation, Series 63, Securities, Social Networking, Online Marketing, Project Management, Teamwork, Back Office, Time Management, Financial Services, Office Administration, Stocks, Outlook, Bloomberg Terminal, Client Services, Business, Telephone Skills, FINRA, Business Requirements, New Business...
Education
University of Phoenix 2009 — 2011
Associate of Arts and Sciences (A.A.S.), Entrepreneurial and Small Business Operations
Gull Lake High School 2001 — 2003
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
University of Phoenix
Bachelor of Business Administration (B.B.A.), Entrepreneurial and Small Business Operations
Vicki Pelich Vicki Pelich's Charles Schwab Experience April 1995 - April 2001
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Cheetah Learning/Inspired Eagle November 2013 - July 2014
Wells Fargo Advisors, LLC March 2008 - November 2013
Johnson Bixby & Associates, LLC June 2006 - November 2007
Charles Schwab April 1995 - April 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Equities, Financial Advisory, Finance, Trading, Financial Markets, Insurance
Education
University of Oregon 2001 — 2004
BS, Economics
University of Southern California 1986 — 1989
BA, Sports Management/Journalism
Cheetah Learning/Inspired Eagle November 2013 - July 2014
Wells Fargo Advisors, LLC March 2008 - November 2013
Johnson Bixby & Associates, LLC June 2006 - November 2007
Charles Schwab April 1995 - April 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Mutual Funds, Retirement, Investment Strategies, Equities, Financial Advisory, Finance, Trading, Financial Markets, Insurance
Education
University of Oregon 2001 — 2004
BS, Economics
University of Southern California 1986 — 1989
BA, Sports Management/Journalism
Karen Fitzgerald, CFA Karen Fitzgerald, CFA's Charles Schwab Experience June 2000 - August 2000
Job Director/Senior Credit Analyst at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's April 2008 - Present
Standard & Poor's April 2003 - March 2008
Standard & Poor's August 2001 - March 2003
Charles Schwab June 2000 - August 2000
Harvey M. Rose Associates, LLC March 1995 - July 1999
Stanton W. Jones & Associates March 1994 - February 1995
Skills
Structured Finance, Credit Risk, Corporate Finance, Investments, Public Finance, Bonds, Securities, Finance, Securitization, Capital Markets, Fixed Income, Valuation, Credit, Financial Modeling, Credit Analysis, Financial Analysis, Structured Products, Derivatives, Microsoft Excel, Statistics
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science (BS), Economics, 3.4 / 4.0
University of Pennsylvania - College of Arts and Sciences 1989 — 1993
Bachelor's Degree, International Relations (major), German (minor), 3.4 / 4.0
Standard & Poor's April 2008 - Present
Standard & Poor's April 2003 - March 2008
Standard & Poor's August 2001 - March 2003
Charles Schwab June 2000 - August 2000
Harvey M. Rose Associates, LLC March 1995 - July 1999
Stanton W. Jones & Associates March 1994 - February 1995
Skills
Structured Finance, Credit Risk, Corporate Finance, Investments, Public Finance, Bonds, Securities, Finance, Securitization, Capital Markets, Fixed Income, Valuation, Credit, Financial Modeling, Credit Analysis, Financial Analysis, Structured Products, Derivatives, Microsoft Excel, Statistics
Education
Yale University - Yale School of Management 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science (BS), Economics, 3.4 / 4.0
University of Pennsylvania - College of Arts and Sciences 1989 — 1993
Bachelor's Degree, International Relations (major), German (minor), 3.4 / 4.0
Jo Chinburg Jo Chinburg's Charles Schwab Experience November 2011 - January 2013
Job Director, Executive Compensation at MUFG Union Bank
Industry Human Resources
Experience
Union Bank January 2013 - Present
Charles Schwab November 2011 - January 2013
Charles Schwab May 2010 - November 2011
PG&E Corporation June 2008 - July 2009
The Clorox Company March 2006 - June 2008
Charles Schwab January 2005 - March 2006
Del Monte Foods August 1988 - November 2004
Skills
Deferred Compensation, Executive Pay, Retirement, Employee Benefits, Workforce Planning
Education
University of Oregon
Music
Union Bank January 2013 - Present
Charles Schwab November 2011 - January 2013
Charles Schwab May 2010 - November 2011
PG&E Corporation June 2008 - July 2009
The Clorox Company March 2006 - June 2008
Charles Schwab January 2005 - March 2006
Del Monte Foods August 1988 - November 2004
Skills
Deferred Compensation, Executive Pay, Retirement, Employee Benefits, Workforce Planning
Education
University of Oregon
Music
Carlos Noriega, CFP® Carlos Noriega, CFP®'s Charles Schwab Experience 2000 - 2002
Job Director of Internal Sales Support at Foresters Financial Services
Industry Financial Services
Experience
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
Connor Buchanan's Charles Schwab Experience September 2015 - Present
Job Operations Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab November 2014 - August 2015
Charles Schwab January 2014 - October 2014
Garden Ridge October 2013 - December 2013
Broomfield Swim and Tennis Club May 2005 - November 2013
Broomfield High School August 2013 - October 2013
Broomfield Swim and Tennis Club May 2009 - August 2011
Great Scott's Eatery November 2008 - August 2009
Target October 2007 - October 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, Time Management, Leadership, Financial Modeling, Access, Team Leadership, Retail, Sales, Finance, Data Analysis, Outlook, Banking, Accounting, Analysis, Training
Education
University of Northern Colorado 2009 — 2013
Bachelor's degree, Finance, General
Charles Schwab September 2015 - Present
Charles Schwab November 2014 - August 2015
Charles Schwab January 2014 - October 2014
Garden Ridge October 2013 - December 2013
Broomfield Swim and Tennis Club May 2005 - November 2013
Broomfield High School August 2013 - October 2013
Broomfield Swim and Tennis Club May 2009 - August 2011
Great Scott's Eatery November 2008 - August 2009
Target October 2007 - October 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Teamwork, Time Management, Leadership, Financial Modeling, Access, Team Leadership, Retail, Sales, Finance, Data Analysis, Outlook, Banking, Accounting, Analysis, Training
Education
University of Northern Colorado 2009 — 2013
Bachelor's degree, Finance, General
Bret Adkins Bret Adkins's Charles Schwab Experience March 1999 - Present
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1999 - Present
Charles Schwab November 1993 - November 1999
Charles Schwab February 1990 - November 1993
Charles Schwab February 1985 - November 1990
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, Securities, Management
Education
University of Oklahoma
Charles Schwab March 1999 - Present
Charles Schwab November 1993 - November 1999
Charles Schwab February 1990 - November 1993
Charles Schwab February 1985 - November 1990
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Financial Services, Portfolio Management, Investment Advisory, Securities, Management
Education
University of Oklahoma
Christa Conner Christa Conner's Charles Schwab Experience 2015 - Present
Job Agile Evangelist | Software Engineering Executive | QA Expert
Industry Computer Software
Experience
Charles Schwab 2015 - Present
Dell 2014 - 2015
Bazaarvoice 2012 - 2014
Bazaarvoice 2011 - 2013
Travelocity 2010 - 2011
Sabre Airline Solutions 2005 - 2010
Sabre Airline Solutions 2001 - 2005
The Walt Disney Company 1999 - 2001
Sabre Travel Network 1990 - 1999
AMRIS 1990 - 1992
Skills
Agile Methodologies, Quality Assurance, SDLC, Software Development, Management, Enterprise Software, Testing, Business Analysis, Software Quality..., Process Improvement, SaaS, Leadership, Scrum, Program Management, Project Management, Agile Project Management, Requirements Analysis, Team Leadership, Test Automation, Change Management, Team Building, Project Portfolio..., Strategic Planning, Vendor Management, Cross-functional Team..., Web Applications, Product Development, QA, Waterfall, User Acceptance Testing, JIRA, Test Management, Test Planning, Agile, Offshore Outsourcing, Release Management, Metrics, Cross-Organization..., Business Process..., PMO, System Testing, Test Cases, Regression Testing, Test Driven Development, Quality Center, Salesforce.com, NetSuite, Kanban, Extreme Programming, Data Warehousing
Education
University of North Texas
BA, Computer Science & Psychology
Charles Schwab 2015 - Present
Dell 2014 - 2015
Bazaarvoice 2012 - 2014
Bazaarvoice 2011 - 2013
Travelocity 2010 - 2011
Sabre Airline Solutions 2005 - 2010
Sabre Airline Solutions 2001 - 2005
The Walt Disney Company 1999 - 2001
Sabre Travel Network 1990 - 1999
AMRIS 1990 - 1992
Skills
Agile Methodologies, Quality Assurance, SDLC, Software Development, Management, Enterprise Software, Testing, Business Analysis, Software Quality..., Process Improvement, SaaS, Leadership, Scrum, Program Management, Project Management, Agile Project Management, Requirements Analysis, Team Leadership, Test Automation, Change Management, Team Building, Project Portfolio..., Strategic Planning, Vendor Management, Cross-functional Team..., Web Applications, Product Development, QA, Waterfall, User Acceptance Testing, JIRA, Test Management, Test Planning, Agile, Offshore Outsourcing, Release Management, Metrics, Cross-Organization..., Business Process..., PMO, System Testing, Test Cases, Regression Testing, Test Driven Development, Quality Center, Salesforce.com, NetSuite, Kanban, Extreme Programming, Data Warehousing
Education
University of North Texas
BA, Computer Science & Psychology
Katherine Joyce's Charles Schwab Experience June 2015 - July 2015
Job Registered Investment Advisory Intern at Charles Schwab
Industry Financial Services
Experience
Mendoza College of Business- University of Notre Dame August 2013 - Present
Charles Schwab June 2015 - July 2015
The University of Notre Dame Australia July 2014 - December 2014
KSG May 2014 - July 2014
Revision International July 2013 - August 2013
Stamford American International School, Singapore May 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Microsoft Excel, Public Speaking, Social Media, Event Planning, Spanish, Marketing, Time Management, Leadership, Public Relations
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Peace Studies and Conflict Resolution
Singapore American School 2005 — 2012
High School Diploma
Mendoza College of Business- University of Notre Dame August 2013 - Present
Charles Schwab June 2015 - July 2015
The University of Notre Dame Australia July 2014 - December 2014
KSG May 2014 - July 2014
Revision International July 2013 - August 2013
Stamford American International School, Singapore May 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Teamwork, Microsoft Excel, Public Speaking, Social Media, Event Planning, Spanish, Marketing, Time Management, Leadership, Public Relations
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (BBA), Peace Studies and Conflict Resolution
Singapore American School 2005 — 2012
High School Diploma
Mina Albers's Charles Schwab Experience September 2014 - Present
Job Marketing Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Continuing Education September 2011 - September 2014
Dell February 2011 - September 2011
Charles Schwab August 2007 - September 2010
Dallas to Austin April 2007 - August 2007
GM Financial (Formerly Americredit) October 2005 - April 2007
Envestnet, Inc (Formerly Placemark Investments) October 2004 - October 2005
AT&T Mobility (Formerly Cingular Wireless) June 2002 - October 2004
Fidelity Investments July 1997 - June 2002
Skills
PMP, Project Management, Leadership, Process Improvement, Strategy, SDLC, Change Management, Program Management, Business Analysis, Vendor Management, Cross-functional Team..., Software Project..., Team Leadership, Quality Assurance, Budgets, Training, Management, Requirements Analysis, Project Planning, Financial Services, Requirements Gathering, Team Building, Project Portfolio..., Outsourcing, Integration, Strategic Planning, Business Process..., Agile Project Management, User Acceptance Testing, Business Process Mapping, Analysis, Visio, MS Project, Risk Management, SharePoint, Business Requirements, Project Delivery, Presentation Preparation, Microsoft Office 2007, Vendor Relations, Budget Management, Microsoft Project
Education
University of North Texas 1995 — 1999
Bachelor's Degree, Finance
Tarrant County Community College 1993 — 1995
Associate's Degree, Business
Charles Schwab September 2014 - Present
Continuing Education September 2011 - September 2014
Dell February 2011 - September 2011
Charles Schwab August 2007 - September 2010
Dallas to Austin April 2007 - August 2007
GM Financial (Formerly Americredit) October 2005 - April 2007
Envestnet, Inc (Formerly Placemark Investments) October 2004 - October 2005
AT&T Mobility (Formerly Cingular Wireless) June 2002 - October 2004
Fidelity Investments July 1997 - June 2002
Skills
PMP, Project Management, Leadership, Process Improvement, Strategy, SDLC, Change Management, Program Management, Business Analysis, Vendor Management, Cross-functional Team..., Software Project..., Team Leadership, Quality Assurance, Budgets, Training, Management, Requirements Analysis, Project Planning, Financial Services, Requirements Gathering, Team Building, Project Portfolio..., Outsourcing, Integration, Strategic Planning, Business Process..., Agile Project Management, User Acceptance Testing, Business Process Mapping, Analysis, Visio, MS Project, Risk Management, SharePoint, Business Requirements, Project Delivery, Presentation Preparation, Microsoft Office 2007, Vendor Relations, Budget Management, Microsoft Project
Education
University of North Texas 1995 — 1999
Bachelor's Degree, Finance
Tarrant County Community College 1993 — 1995
Associate's Degree, Business
Jeffrey Sheftic, MBA's Charles Schwab Experience 2006 - 2012
Job Vice President, Broker Dealer Operations
Industry Financial Services
Experience
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Gloria Curling Gloria Curling's Charles Schwab Experience September 2011 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Wells Fargo Advisors January 2011 - September 2011
Wells Fargo Investments, LLC July 2005 - January 2011
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), History and Economics
The Hotchkiss School 1995 — 1999
Charles Schwab September 2011 - Present
Wells Fargo Advisors January 2011 - September 2011
Wells Fargo Investments, LLC July 2005 - January 2011
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), History and Economics
The Hotchkiss School 1995 — 1999
Stefan Borso's Charles Schwab Experience May 2015 - Present
Job Asc. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Geneva Trading May 2013 - February 2015
ED&F MAN Capital Markets Ltd January 2013 - April 2013
HTG Capital Partners, LLC April 2006 - May 2012
Breakwater Trading January 2004 - April 2006
Strategic Data and Telecom 1996 - 2004
Olde 1995 - 1996
Skills
Trading, Fixed Income, Proprietary Trading, Market Data, Derivatives, Bonds, Portfolio Management, Options, Hedge Funds, Equities, Electronic Trading, Financial Risk, Financial Markets, Trading Systems, Capital Markets, Equity Derivatives, Bloomberg, Risk Management, Trading Strategies, Securities, Market Risk, Hedging
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Finance
Charles Schwab May 2015 - Present
Geneva Trading May 2013 - February 2015
ED&F MAN Capital Markets Ltd January 2013 - April 2013
HTG Capital Partners, LLC April 2006 - May 2012
Breakwater Trading January 2004 - April 2006
Strategic Data and Telecom 1996 - 2004
Olde 1995 - 1996
Skills
Trading, Fixed Income, Proprietary Trading, Market Data, Derivatives, Bonds, Portfolio Management, Options, Hedge Funds, Equities, Electronic Trading, Financial Risk, Financial Markets, Trading Systems, Capital Markets, Equity Derivatives, Bloomberg, Risk Management, Trading Strategies, Securities, Market Risk, Hedging
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance
University of Notre Dame - Mendoza College of Business 1991 — 1995
BBA, Finance
Rikki (Gray) Hatara's Charles Schwab Experience February 2003 - April 2011
Job Quality Assurance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2014 - Present
SagePoint Financial January 2013 - Present
Charles Schwab and Co., Inc April 2011 - October 2012
Charles Schwab February 2003 - April 2011
Charles Schwab and Co., Inc February 2003 - April 2011
Charles Schwab and Co September 2002 - February 2003
DPM Global Financial Services August 2001 - July 2002
Charles Schwab & Co November 1997 - August 1999
Skills
Banking, Portfolio Management, Management, CRM, Financial Risk, Investments, Mutual Funds, Sales, Securities, Accounting, Trading, Financial Advisory, Quality Assurance, Internal Audit, Customer Service, Finance
Education
University of Phoenix 2001 — 2002
CFP
JPMorgan Chase & Co. 2014 - Present
SagePoint Financial January 2013 - Present
Charles Schwab and Co., Inc April 2011 - October 2012
Charles Schwab February 2003 - April 2011
Charles Schwab and Co., Inc February 2003 - April 2011
Charles Schwab and Co September 2002 - February 2003
DPM Global Financial Services August 2001 - July 2002
Charles Schwab & Co November 1997 - August 1999
Skills
Banking, Portfolio Management, Management, CRM, Financial Risk, Investments, Mutual Funds, Sales, Securities, Accounting, Trading, Financial Advisory, Quality Assurance, Internal Audit, Customer Service, Finance
Education
University of Phoenix 2001 — 2002
CFP
Carolyn McGrath, CIR Carolyn McGrath, CIR's Charles Schwab Experience September 2011 - December 2011
Job Senior Recruiter at TriWorth
Industry Staffing and Recruiting
Experience
TriWorth April 2012 - Present
Mas Tec December 2011 - April 2012
Charles Schwab September 2011 - December 2011
Waste Connections, Inc. March 2011 - June 2011
DIRECTV May 2009 - January 2011
Clifton Gunderson LLP April 2008 - March 2009
Lakeshore Staffing 2006 - 2008
Financial Network Investment Corporation, Member SIPC 2000 - 2004
Careers Limited 1995 - 1998
Skills
Talent Acquisition, Hiring, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Technical Recruiting, Cold Calling, RPO, Sourcing, Team Building, Employee Benefits, College Recruiting, Internet Recruiting, Organizational..., Taleo, Executive Search, Temporary Placement, Customer Service, Staffing Services, Interviews, Benefits Negotiation, Contract Recruitment, Talent Management, Human Resources, Resume Writing, Temporary Staffing, Screening Resumes, Corporate Recruiting
Education
University of Northern Colorado 1980 — 1985
Bachelor of Arts, Speech Communications
TriWorth April 2012 - Present
Mas Tec December 2011 - April 2012
Charles Schwab September 2011 - December 2011
Waste Connections, Inc. March 2011 - June 2011
DIRECTV May 2009 - January 2011
Clifton Gunderson LLP April 2008 - March 2009
Lakeshore Staffing 2006 - 2008
Financial Network Investment Corporation, Member SIPC 2000 - 2004
Careers Limited 1995 - 1998
Skills
Talent Acquisition, Hiring, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Technical Recruiting, Cold Calling, RPO, Sourcing, Team Building, Employee Benefits, College Recruiting, Internet Recruiting, Organizational..., Taleo, Executive Search, Temporary Placement, Customer Service, Staffing Services, Interviews, Benefits Negotiation, Contract Recruitment, Talent Management, Human Resources, Resume Writing, Temporary Staffing, Screening Resumes, Corporate Recruiting
Education
University of Northern Colorado 1980 — 1985
Bachelor of Arts, Speech Communications
Gregory Pink Gregory Pink's Charles Schwab Experience September 1997 - Present
Job Senior Registered Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 1997 - Present
Skills
Retirement Planning, 401k, Series 63, IRAs, Mutual Funds, Asset Allocation, Investments, Series 7, Investment Advisory, Asset Managment, Securities, Portfolio Management, Investment Strategies
Education
University of Phoenix 1994 — 1996
Masters of Business Administration, Business
Northern Arizona University 1987 — 1991
Criminal Justice
Charles Schwab September 1997 - Present
Skills
Retirement Planning, 401k, Series 63, IRAs, Mutual Funds, Asset Allocation, Investments, Series 7, Investment Advisory, Asset Managment, Securities, Portfolio Management, Investment Strategies
Education
University of Phoenix 1994 — 1996
Masters of Business Administration, Business
Northern Arizona University 1987 — 1991
Criminal Justice
Tsaaron Roeder Tsaaron Roeder's Charles Schwab Experience February 2015 - Present
Job Finance | Business Graduate | Musician | Passion for Creative Pursuits
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Phoenix Development Group, LLC June 2014 - February 2015
Follett Higher Education June 2011 - June 2014
Barnes & Noble College July 2010 - June 2011
Skills
Budgets, Retail, Inventory Management, Outlook, Merchandising, Inventory Control, Time Management, Data Entry, Customer Service, Customer Satisfaction, Microsoft Word, Forecasting, PowerPoint, Sales, Microsoft Excel, Process Scheduler, Teamwork, Purchasing, Hiring, Microsoft Office, Leadership, Team Building, Team Leadership, Access
Education
University of Northern Colorado 2009 — 2014
Bachelor of Business Administration (BBA), Marketing, 3.2 Marketing GPA
Charles Schwab February 2015 - Present
Phoenix Development Group, LLC June 2014 - February 2015
Follett Higher Education June 2011 - June 2014
Barnes & Noble College July 2010 - June 2011
Skills
Budgets, Retail, Inventory Management, Outlook, Merchandising, Inventory Control, Time Management, Data Entry, Customer Service, Customer Satisfaction, Microsoft Word, Forecasting, PowerPoint, Sales, Microsoft Excel, Process Scheduler, Teamwork, Purchasing, Hiring, Microsoft Office, Leadership, Team Building, Team Leadership, Access
Education
University of Northern Colorado 2009 — 2014
Bachelor of Business Administration (BBA), Marketing, 3.2 Marketing GPA
Rosalie Spiteri Rosalie Spiteri's Charles Schwab Experience 1999 - 2000
Job PMO Leader / Program Management / Chief of Staff
Industry Information Technology and Services
Experience
Independent Consultant 2012 - Present
PGE 2008 - 2012
Gap, Inc. 2007 - 2008
LifeMasters Supported Healthcare 2005 - 2007
Visa 2000 - 2005
Charles Schwab 1999 - 2000
Wells Fargo Bank 1992 - 1999
Skills
CRM, E-commerce, Budgets, Security, Projects, Auditing, Income Statement, Expenses, Software Development..., Change Management, Project Management, Governance, Vendor Management, SDLC, Cross-functional Team..., PMO, Program Management, Project Portfolio..., Business Process..., Process Improvement, Business Process, Analytics, Strategic Planning, Integration, Business Intelligence, Strategy, Software Development, Management, Business Analysis, Agile Methodologies, Leadership, Enterprise Software, P&L, PMP, Six Sigma, Software Documentation, Training, Relationship Building
Education
Univerisity of Phoenix
Masters in Management/MBA, Business Management
University of Phoenix
Bachelor of Science (BS), Business Management
Independent Consultant 2012 - Present
PGE 2008 - 2012
Gap, Inc. 2007 - 2008
LifeMasters Supported Healthcare 2005 - 2007
Visa 2000 - 2005
Charles Schwab 1999 - 2000
Wells Fargo Bank 1992 - 1999
Skills
CRM, E-commerce, Budgets, Security, Projects, Auditing, Income Statement, Expenses, Software Development..., Change Management, Project Management, Governance, Vendor Management, SDLC, Cross-functional Team..., PMO, Program Management, Project Portfolio..., Business Process..., Process Improvement, Business Process, Analytics, Strategic Planning, Integration, Business Intelligence, Strategy, Software Development, Management, Business Analysis, Agile Methodologies, Leadership, Enterprise Software, P&L, PMP, Six Sigma, Software Documentation, Training, Relationship Building
Education
Univerisity of Phoenix
Masters in Management/MBA, Business Management
University of Phoenix
Bachelor of Science (BS), Business Management
Andrew Hamm, CFP® Andrew Hamm, CFP®'s Charles Schwab Experience November 2010 - Present
Job Associate Financial Consultant Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
SunTrust Investment Services November 2008 - November 2009
Bank of America February 2004 - November 2008
Education
North Georgia College and State University 2000 — 2005
BBA, Finance
Charles Schwab November 2010 - Present
SunTrust Investment Services November 2008 - November 2009
Bank of America February 2004 - November 2008
Education
North Georgia College and State University 2000 — 2005
BBA, Finance
Javier Ovalles Javier Ovalles's Charles Schwab Experience 2000 - 2001
Job Retirement Plan Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Retirement Solutions October 2014 - Present
MassMutual Financial Group May 2014 - September 2014
Transamerica Retirement Solutions December 2012 - May 2014
John Hancock Life Insurance Company (U.S.A.) April 2010 - August 2012
Wells Fargo April 2006 - September 2009
Principal Financial Group 2004 - 2006
SelectQuote January 2003 - 2004
Lincoln Financial Distributors 2001 - 2002
Charles Schwab 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
401k, Investments, Insurance, Retirement Planning, Retirement, Leadership, Series 7, Mutual Funds, Employee Benefits, Strategy, Marketing, Lead Generation, Series 63, Securities, Strategic Planning, Management, Team Building, Long-term Care, Fixed Annuities, Financial Advisory, Finance, Negotiation, Competitive Analysis, Selling Skills, Business Development, Life Insurance, Health Insurance, CRM, Small Business, Social Influence, Relationship Management, Bilingual, Sales Management, Strategic Financial..., Sales, Budgets, Expense Management, Personal Financial..., FINRA, Defined Benefit, Financial Services, Portfolio Management, IRAs, Consulting, Asset Allocation, Wealth Management, 457 Plans, Financial Planning, Asset Management, Investment Advisory
Education
University of Pennsylvania 1992 — 1996
BA, Psychology
Winchester HS 1988 — 1992
Diploma, High School/Secondary Diplomas and Certificates
Sharon Bumgarner, CFP® Sharon Bumgarner, CFP®'s Charles Schwab Experience July 1995 - October 2007
Job Personal Financial Counselor at Zeiders Enterprises, Inc.
Industry Financial Services
Experience
Zeiders Enterprises, Inc. April 2014 - Present
Financial Planning Association of Greater Phoenix January 2011 - March 2013
MHN Government Services January 2009 - December 2012
Charles Schwab July 1995 - October 2007
IDS/American Express Financial Advisors 1992 - 1995
Skills
Financial Planning, Public Speaking, Curriculum Development, Retirement Planning, Asset Management, Annuities, Budgeting, Insurance, Customer Relations, Coaching, Teaching, Mutual Funds, Portfolio Management, Budgets, Employee Relations, Recruiting, Project Planning, Consulting, Fixed Income, Accounting, Strategies, Performance Management, Strategic Financial..., Debt Management, Fixed Annuities, Wealth Management..., Asset Managment, Organization, Marketing, Financial Markets, Loans, Business Continuity..., Career Development, Tax, Microsoft Excel, Conflict Resolution, Data Analysis, Trading, Disability Insurance, Entrepreneurship, Metrics, Process Improvement, Military, Stocks, Executive Management, Business Development, Mortgage Lending, Funding, Staff Development, Research
Education
University of Oklahoma - Price College of Business 1959 — 1963
BBA, Business Administration
Zeiders Enterprises, Inc. April 2014 - Present
Financial Planning Association of Greater Phoenix January 2011 - March 2013
MHN Government Services January 2009 - December 2012
Charles Schwab July 1995 - October 2007
IDS/American Express Financial Advisors 1992 - 1995
Skills
Financial Planning, Public Speaking, Curriculum Development, Retirement Planning, Asset Management, Annuities, Budgeting, Insurance, Customer Relations, Coaching, Teaching, Mutual Funds, Portfolio Management, Budgets, Employee Relations, Recruiting, Project Planning, Consulting, Fixed Income, Accounting, Strategies, Performance Management, Strategic Financial..., Debt Management, Fixed Annuities, Wealth Management..., Asset Managment, Organization, Marketing, Financial Markets, Loans, Business Continuity..., Career Development, Tax, Microsoft Excel, Conflict Resolution, Data Analysis, Trading, Disability Insurance, Entrepreneurship, Metrics, Process Improvement, Military, Stocks, Executive Management, Business Development, Mortgage Lending, Funding, Staff Development, Research
Education
University of Oklahoma - Price College of Business 1959 — 1963
BBA, Business Administration
Emily Baird Emily Baird's Charles Schwab Experience July 2000 - November 2001
Job RIS Technical QA at J.P. Morgan Retirement Plan Services
Industry Financial Services
Experience
J.P. Morgan Retirement Plan Services April 2011 - Present
J.P. Morgan Retirement Plan Services October 2009 - April 2011
Invesco Aim October 2006 - August 2009
Invesco Aim October 2003 - October 2006
RH Donnelley August 2002 - October 2003
Charles Schwab July 2000 - November 2001
Skills
Leadership, Customer Service, Training, Series 7, Insurance, Mutual Funds, Business Analysis, Research, Analysis, Call Centers, Coaching, Microsoft Excel, Recruiting, Risk Management, Access, Outlook, Employee Benefits, Process Improvement, Salesforce.com, Microsoft Office, PowerPoint, Financial Analysis, 401k, Banking, Series 63, Project Management, Sales, Quality Assurance
Education
University of Northern Colorado 1996 — 2000
BA, Political Science and Minored in Business
J.P. Morgan Retirement Plan Services April 2011 - Present
J.P. Morgan Retirement Plan Services October 2009 - April 2011
Invesco Aim October 2006 - August 2009
Invesco Aim October 2003 - October 2006
RH Donnelley August 2002 - October 2003
Charles Schwab July 2000 - November 2001
Skills
Leadership, Customer Service, Training, Series 7, Insurance, Mutual Funds, Business Analysis, Research, Analysis, Call Centers, Coaching, Microsoft Excel, Recruiting, Risk Management, Access, Outlook, Employee Benefits, Process Improvement, Salesforce.com, Microsoft Office, PowerPoint, Financial Analysis, 401k, Banking, Series 63, Project Management, Sales, Quality Assurance
Education
University of Northern Colorado 1996 — 2000
BA, Political Science and Minored in Business
Dan Perman's Charles Schwab Experience November 2003 - September 2006
Job Independent Consulting
Industry Management Consulting
Experience
Novartis June 2009 - Present
Perman Consulting April 2003 - Present
Perman Management Group September 1998 - Present
Symantec June 2008 - June 2009
Novartis February 2007 - October 2007
Charles Schwab November 2003 - September 2006
DigitalThink January 2000 - July 2003
KPMG Consulting (now Bearingpoint) August 1996 - January 2000
Skills
Leadership, Program Management, Quality Systems, Computer System..., Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Project Management, Enterprise Software, SDLC, Integration, PMO, Project Governance, Governance, IT Strategy, Software Project..., Negotiation, Entrepreneurship, Management Consulting, Strategy, Project Planning, Analysis, Consulting, Due Diligence, IT Management, Management, Requirements Analysis, Business Process..., Business Process..., Business Transformation, Business Analysis, Business Strategy, Business Intelligence, SAP Project Management, Change Management, Enterprise Architecture, Business Process, Project Portfolio..., Vendor Management, Budget Management, Forecasting, SharePoint, CRM, ERP
Education
University of Pennsylvania 1987 — 1991
Bachelor's degree, Major in American History, Dual Music Minors
Novartis June 2009 - Present
Perman Consulting April 2003 - Present
Perman Management Group September 1998 - Present
Symantec June 2008 - June 2009
Novartis February 2007 - October 2007
Charles Schwab November 2003 - September 2006
DigitalThink January 2000 - July 2003
KPMG Consulting (now Bearingpoint) August 1996 - January 2000
Skills
Leadership, Program Management, Quality Systems, Computer System..., Mergers & Acquisitions, Cross-functional Team..., Team Leadership, Project Management, Enterprise Software, SDLC, Integration, PMO, Project Governance, Governance, IT Strategy, Software Project..., Negotiation, Entrepreneurship, Management Consulting, Strategy, Project Planning, Analysis, Consulting, Due Diligence, IT Management, Management, Requirements Analysis, Business Process..., Business Process..., Business Transformation, Business Analysis, Business Strategy, Business Intelligence, SAP Project Management, Change Management, Enterprise Architecture, Business Process, Project Portfolio..., Vendor Management, Budget Management, Forecasting, SharePoint, CRM, ERP
Education
University of Pennsylvania 1987 — 1991
Bachelor's degree, Major in American History, Dual Music Minors
Mindy Corporon Mindy Corporon's Charles Schwab Experience 2007 - 2014
Job Mentee 2010 2014, Fellow 2014 present at HEMP: Helzberg Entrepreneurial Mentoring Program
Industry Financial Services
Experience
HEMP: Helzberg Entrepreneurial Mentoring Program September 2010 - Present
Faith Always Wins Foundation November 2014 - Present
Boyer & Corporon Wealth Management, LLC September 2007 - Present
Donald H. Chisholm Planned Giving Council for the Children's Mercy Hospitals and Clinics 2012 - 2014
Blue Valley Education Foundation 2011 - 2014
Community Foundation of Johnson County 2010 - 2014
Charles Schwab 2007 - 2014
H & R Block Financial Advisors May 2003 - September 2007
PaineWebber July 1994 - May 2003
Skills
Financial Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Team Leadership, Entrepreneurship, Philanthropy, Boy Scouts, Financial Risk
Education
University of Oklahoma 1986 — 1990
Bachelor of Arts, Communication
Marlow High School 1983 — 1986
HEMP: Helzberg Entrepreneurial Mentoring Program September 2010 - Present
Faith Always Wins Foundation November 2014 - Present
Boyer & Corporon Wealth Management, LLC September 2007 - Present
Donald H. Chisholm Planned Giving Council for the Children's Mercy Hospitals and Clinics 2012 - 2014
Blue Valley Education Foundation 2011 - 2014
Community Foundation of Johnson County 2010 - 2014
Charles Schwab 2007 - 2014
H & R Block Financial Advisors May 2003 - September 2007
PaineWebber July 1994 - May 2003
Skills
Financial Advisory, Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Team Leadership, Entrepreneurship, Philanthropy, Boy Scouts, Financial Risk
Education
University of Oklahoma 1986 — 1990
Bachelor of Arts, Communication
Marlow High School 1983 — 1986
Ernesto Montes Ernesto Montes's Charles Schwab Experience June 2015 - August 2015
Job Senior at The University of Pennsylvania
Industry
Experience
Charles Schwab June 2015 - August 2015
The Coca-Cola Company January 2015 - May 2015
Pi Kappa Alpha International Fraternity November 2013 - November 2014
Skills
Research, PowerPoint, Microsoft Office, Editing, RStudio, Statistics, Public Speaking, English
Education
University of Pennsylvania 2012 — 2016
Economics
Roswell
Charles Schwab June 2015 - August 2015
The Coca-Cola Company January 2015 - May 2015
Pi Kappa Alpha International Fraternity November 2013 - November 2014
Skills
Research, PowerPoint, Microsoft Office, Editing, RStudio, Statistics, Public Speaking, English
Education
University of Pennsylvania 2012 — 2016
Economics
Roswell
Tom Swift's Charles Schwab Experience May 2011 - June 2011
Job
Industry Financial Services
Experience
Lending Club September 2014 - Present
SoFi September 2013 - September 2014
Sipree, Inc. May 2013 - December 2013
Bill.com November 2012 - April 2013
Silicon Valley Bank June 2011 - October 2012
Charles Schwab May 2011 - June 2011
www.swiftrambles.com January 2010 - December 2010
PayPal September 2008 - December 2009
Washington Mutual Card Services February 2008 - August 2008
Washington Mutual Card Services January 2007 - January 2008
Skills
Product Development, Product Management, Product Marketing, Customer Acquisition, Customer Engagement, Customer Retention, Cross Selling, Direct Marketing, Financial Services, Business Strategy, Lead Generation, Program Management, Portfolio Management, Strategic Partnerships, Online Advertising, Segmentation, Risk Management, Analytics, Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Cross-functional Team..., Marketing, Management, Credit Cards, Executive Management, Cards, Start-ups, Vendor Management, Marketing Strategy, Market Analysis, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of Virginia
BS
Lending Club September 2014 - Present
SoFi September 2013 - September 2014
Sipree, Inc. May 2013 - December 2013
Bill.com November 2012 - April 2013
Silicon Valley Bank June 2011 - October 2012
Charles Schwab May 2011 - June 2011
www.swiftrambles.com January 2010 - December 2010
PayPal September 2008 - December 2009
Washington Mutual Card Services February 2008 - August 2008
Washington Mutual Card Services January 2007 - January 2008
Skills
Product Development, Product Management, Product Marketing, Customer Acquisition, Customer Engagement, Customer Retention, Cross Selling, Direct Marketing, Financial Services, Business Strategy, Lead Generation, Program Management, Portfolio Management, Strategic Partnerships, Online Advertising, Segmentation, Risk Management, Analytics, Leadership, Mergers & Acquisitions, Strategic Planning, Process Improvement, Cross-functional Team..., Marketing, Management, Credit Cards, Executive Management, Cards, Start-ups, Vendor Management, Marketing Strategy, Market Analysis, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
University of Virginia
BS
Sandra Rehm Smith's Charles Schwab Experience March 2001 - July 2005
Job
Industry Management Consulting
Experience
Charles Schwab March 2001 - July 2005
The Boston Consulting Group October 1999 - March 2001
Bell Canada May 1996 - July 1997
Bell Canada January 1994 - June 1996
Skills
Corporate Strategy..., Launch Of New Products, Cross-functional Team..., Corporate Development, Market Research, Market Entry, Strategic Planning, Product Management, Business Strategy, Product Launch, Management Consulting, Product Development, Strategy, Competitive Analysis, Marketing, Management, Segmentation, Business Planning, Leadership, Project Management, Start-ups, Analytics, Go-to-market Strategy, P&L Management, Business Process..., Mergers & Acquisitions, Business Development, Consulting
Education
University of Toronto 1988 — 2003
Bachelor's Degree, Industrial Engineering, Honors
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Toronto 1999 — 2001
Master's Degree, Masters in Industrial Engineering - Systems and Operations Research, NSERC Scholarship recipient
Charles Schwab March 2001 - July 2005
The Boston Consulting Group October 1999 - March 2001
Bell Canada May 1996 - July 1997
Bell Canada January 1994 - June 1996
Skills
Corporate Strategy..., Launch Of New Products, Cross-functional Team..., Corporate Development, Market Research, Market Entry, Strategic Planning, Product Management, Business Strategy, Product Launch, Management Consulting, Product Development, Strategy, Competitive Analysis, Marketing, Management, Segmentation, Business Planning, Leadership, Project Management, Start-ups, Analytics, Go-to-market Strategy, P&L Management, Business Process..., Mergers & Acquisitions, Business Development, Consulting
Education
University of Toronto 1988 — 2003
Bachelor's Degree, Industrial Engineering, Honors
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (M.B.A.), Finance
University of Toronto 1999 — 2001
Master's Degree, Masters in Industrial Engineering - Systems and Operations Research, NSERC Scholarship recipient
Kurt Jones, PMP's Charles Schwab Experience September 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab June 2007 - September 2015
IBM October 2001 - June 2007
IBM September 1996 - October 2001
Skills
Social Media, Intranet Strategy, Content Strategy, IT Strategy, Program Management, User Experience, Information Architecture, PMP, Web Analytics, Web Development, Training, IT Management, Management, Networking, Employee Training, Business Analysis, SOA, Vendor Management, Corporate Communications, Agile Methodologies, Project Portfolio..., Portals, Team Management, Integration, Budgets, Project Planning, Leadership, Customer Satisfaction, Project Management, Negotiation, Team Leadership, Six Sigma, Web Content Management, Solution Architecture, Unix, Change Management
Education
University of Northern Colorado 1989 — 1994
BS
Charles Schwab September 2015 - Present
Charles Schwab June 2007 - September 2015
IBM October 2001 - June 2007
IBM September 1996 - October 2001
Skills
Social Media, Intranet Strategy, Content Strategy, IT Strategy, Program Management, User Experience, Information Architecture, PMP, Web Analytics, Web Development, Training, IT Management, Management, Networking, Employee Training, Business Analysis, SOA, Vendor Management, Corporate Communications, Agile Methodologies, Project Portfolio..., Portals, Team Management, Integration, Budgets, Project Planning, Leadership, Customer Satisfaction, Project Management, Negotiation, Team Leadership, Six Sigma, Web Content Management, Solution Architecture, Unix, Change Management
Education
University of Northern Colorado 1989 — 1994
BS
Barry Nicholson's Charles Schwab Experience December 2011 - Present
Job
Industry Financial Services
Experience
Charles Schwab December 2011 - Present
Skills
Series 7, Investments, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Portfolio Management, Series 24, Equities, Asset Managment
Education
University of Oregon 1988 — 1992
Bachelor of Science
Charles Schwab December 2011 - Present
Skills
Series 7, Investments, Series 63, Wealth Management, Alternative Investments, Mutual Funds, Securities, Investment Strategies, Investment Advisory, Portfolio Management, Series 24, Equities, Asset Managment
Education
University of Oregon 1988 — 1992
Bachelor of Science
Chris Kedroski's Charles Schwab Experience January 2010 - January 2011
Job Software Test Manager at General Motors
Industry Information Technology and Services
Experience
General Motors January 2013 - Present
Dell January 2011 - January 2013
Charles Schwab January 2010 - January 2011
Dell September 2006 - February 2010
Eschelon Telecom March 2003 - August 2006
Genuity Solutions February 2001 - February 2003
McLeod USA March 1999 - February 2001
Skills
Visio, Access, MS Project, Quality Center, Windows, Testing, SDLC, Business Analysis, Process Improvement, Vendor Management, Project Management, Integration, Requirements Analysis, Quality Assurance, Program Management, Telecommunications, Team Leadership, Software Documentation, Cloud Computing, ALM, Leadership, Test Management
Education
University of North Texas 1996 — 1998
BS, Political Science/International Relations
General Motors January 2013 - Present
Dell January 2011 - January 2013
Charles Schwab January 2010 - January 2011
Dell September 2006 - February 2010
Eschelon Telecom March 2003 - August 2006
Genuity Solutions February 2001 - February 2003
McLeod USA March 1999 - February 2001
Skills
Visio, Access, MS Project, Quality Center, Windows, Testing, SDLC, Business Analysis, Process Improvement, Vendor Management, Project Management, Integration, Requirements Analysis, Quality Assurance, Program Management, Telecommunications, Team Leadership, Software Documentation, Cloud Computing, ALM, Leadership, Test Management
Education
University of North Texas 1996 — 1998
BS, Political Science/International Relations
Shelly Lance's Charles Schwab Experience March 2013 - Present
Job Sr.Manager, Education at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab March 2005 - Present
Guaranty Bank 2003 - 2005
Powered, Inc. 1999 - 2001
Skills
Instructional Design, ADDIE, Nonprofits, Blended Learning, Project Management, Social Media, Training Delivery, Training, E-Learning, Adobe Acrobat, Editing, Technical Writing, SharePoint, Team Building, Content Development, Team Leadership, Content Management, PowerPoint, Public Speaking, Program Management, Learning Management, Needs Analysis, Strategic Planning, Leadership, Change Management, Blogging, Social Networking, Software Documentation, Process Improvement, Captivate, Coaching, Vendor Management, Strategic Communications, Talent Management, Articulate Studio, Performance Consulting, Marketing Communications, Cross-functional Team..., Management, Newsletters, Content Strategy, Project Planning, Business Analysis, Budgets, Integration, Marketing, Email Marketing, Strategic Partnerships
Education
University of North Texas 1993 — 1998
Bachelor of Arts (BA), Radio, Television and Film
Charles Schwab March 2013 - Present
Charles Schwab March 2005 - Present
Guaranty Bank 2003 - 2005
Powered, Inc. 1999 - 2001
Skills
Instructional Design, ADDIE, Nonprofits, Blended Learning, Project Management, Social Media, Training Delivery, Training, E-Learning, Adobe Acrobat, Editing, Technical Writing, SharePoint, Team Building, Content Development, Team Leadership, Content Management, PowerPoint, Public Speaking, Program Management, Learning Management, Needs Analysis, Strategic Planning, Leadership, Change Management, Blogging, Social Networking, Software Documentation, Process Improvement, Captivate, Coaching, Vendor Management, Strategic Communications, Talent Management, Articulate Studio, Performance Consulting, Marketing Communications, Cross-functional Team..., Management, Newsletters, Content Strategy, Project Planning, Business Analysis, Budgets, Integration, Marketing, Email Marketing, Strategic Partnerships
Education
University of North Texas 1993 — 1998
Bachelor of Arts (BA), Radio, Television and Film
Kristen Spengler's Charles Schwab Experience August 2011 - Present
Job Sr Manager Trust Product Systems Services at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2011 - Present
TD Ameritrade March 2008 - August 2011
Fiserv Investment Support Services March 2001 - March 2008
Harland Financial Inc. March 2000 - December 2000
Skills
Agile Methodologies, Business Analysis, Software Project..., SDLC, Requirements Analysis, Software Development, Scrum, Microsoft SQL Server
Education
University of North Florida 1986 — 1988
BA, Criminal Justice and Administration
Charles Schwab August 2011 - Present
TD Ameritrade March 2008 - August 2011
Fiserv Investment Support Services March 2001 - March 2008
Harland Financial Inc. March 2000 - December 2000
Skills
Agile Methodologies, Business Analysis, Software Project..., SDLC, Requirements Analysis, Software Development, Scrum, Microsoft SQL Server
Education
University of North Florida 1986 — 1988
BA, Criminal Justice and Administration
Kelly Jane Rosenblatt's Charles Schwab Experience 2002 - 2008
Job Board member, Prison University Project
Industry Higher Education
Experience
The Prison University Project August 2010 - Present
Le Lycee Francais La Perouse October 2010 - 2014
University of Oregon August 2007 - December 2009
Charles Schwab 2002 - 2008
Education
University of Oregon
Doctor of Philosophy (Ph.D.), English Literature
University of San Francisco 1997 — 2001
BA, English Literature
The Prison University Project August 2010 - Present
Le Lycee Francais La Perouse October 2010 - 2014
University of Oregon August 2007 - December 2009
Charles Schwab 2002 - 2008
Education
University of Oregon
Doctor of Philosophy (Ph.D.), English Literature
University of San Francisco 1997 — 2001
BA, English Literature
Debra Woodruff's Charles Schwab Experience June 2000 - July 2007
Job Independent Contractor
Industry Marketing and Advertising
Experience
Independent Contractor 2007 - Present
Golden Gate Swiss Club January 2011 - January 2012
Charles Schwab June 2000 - July 2007
Education
University of Oregon 1975 — 1979
Bachelor of Science, Health Education
UC Berkeley
Marketing Certificate, Marketing & Advertising
Independent Contractor 2007 - Present
Golden Gate Swiss Club January 2011 - January 2012
Charles Schwab June 2000 - July 2007
Education
University of Oregon 1975 — 1979
Bachelor of Science, Health Education
UC Berkeley
Marketing Certificate, Marketing & Advertising
Anna Sanford's Charles Schwab Experience January 2013 - 2013
Job Director, Corporate Relations at Visa
Industry Public Relations and Communications
Experience
Visa 2013 - Present
Charles Schwab January 2013 - 2013
Columbia Sportswear 2008 - November 2012
Columbia Sportswear 2006 - 2008
Columbia Sportswear 2005 - 2006
Cole Haan June 2005 - September 2005
Skills
Media Relations, Messaging, Communications Strategy, Internal Communications, Strategic Communications, Crisis Communications, Press Releases, Product Placement, Brand Development, Marketing Strategy, Social Media Marketing, Integrated Marketing, Market Planning, Promotions, Creative Direction, Event Management, Press Events, Trade Shows, Event Planning, Social Media, Editing, Writing, Copywriting, Research, Content Creation, Fashion, Apparel, Public Relations, Marketing Communications, Corporate Communications, Sportswear, Content Strategy, Publicity, Blogging, Facebook, Message Development, Brand Awareness, Brand Management, Copy Editing, Advertising, Marketing, Cision, Communication Training, Content Development, Strategy, Reputation, Digital Marketing, Newsletters, Media Studies
Education
University of Oregon 2002 — 2006
Bachelor of Arts, Journalism
Visa 2013 - Present
Charles Schwab January 2013 - 2013
Columbia Sportswear 2008 - November 2012
Columbia Sportswear 2006 - 2008
Columbia Sportswear 2005 - 2006
Cole Haan June 2005 - September 2005
Skills
Media Relations, Messaging, Communications Strategy, Internal Communications, Strategic Communications, Crisis Communications, Press Releases, Product Placement, Brand Development, Marketing Strategy, Social Media Marketing, Integrated Marketing, Market Planning, Promotions, Creative Direction, Event Management, Press Events, Trade Shows, Event Planning, Social Media, Editing, Writing, Copywriting, Research, Content Creation, Fashion, Apparel, Public Relations, Marketing Communications, Corporate Communications, Sportswear, Content Strategy, Publicity, Blogging, Facebook, Message Development, Brand Awareness, Brand Management, Copy Editing, Advertising, Marketing, Cision, Communication Training, Content Development, Strategy, Reputation, Digital Marketing, Newsletters, Media Studies
Education
University of Oregon 2002 — 2006
Bachelor of Arts, Journalism
Julie Overdorff's Charles Schwab Experience October 2014 - Present
Job Managing Director, Client Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Charles Schwab 2012 - October 2014
The Parthenon Group September 2011 - September 2012
Orion Consultants July 2006 - June 2009
Skills
Due Diligence, Business Strategy, Market Research, Strategic Planning, Strategic Consulting, Qualitative Research, Management Consulting
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), History
Charles Schwab October 2014 - Present
Charles Schwab 2012 - October 2014
The Parthenon Group September 2011 - September 2012
Orion Consultants July 2006 - June 2009
Skills
Due Diligence, Business Strategy, Market Research, Strategic Planning, Strategic Consulting, Qualitative Research, Management Consulting
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), History
Matt Pezel's Charles Schwab Experience March 1998 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab March 1998 - Present
Education
University of Oregon 1992 — 1996
BS, Journalism & Communications
Charles Schwab March 1998 - Present
Education
University of Oregon 1992 — 1996
BS, Journalism & Communications
Wendy A. Britton, CFP®'s Charles Schwab Experience September 2000 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Cross Cultural Solutions September 2010 - Present
Seattle Volunteers November 2007 - Present
Charles Schwab September 2000 - Present
Wendita Enterprises December 1989 - Present
JB Goodwin Realtors January 1995 - October 2000
Bank One September 1997 - September 2000
Wendy Britton & Associates February 1990 - September 2000
Skills
Management Consulting, Customer Service, Fundraising, Marketing Strategy, Retirement, Sales, Retirement Planning, Leadership, Program Management, Project Planning, Strategic Planning, Public Speaking, Start-ups, Event Planning, Training, Entrepreneurship, Non-profits, Nonprofits, Investments
Education
University of Oregon 1985 — 1989
BS-Science, General Sciences
Talihina High School 1982 — 1983
11
Orting High School 1980 — 1981
8-9 and part of 10th
Amarillo High School
12
Catalina High School
10
John Muir Elementary
4-6
Kensington Elementary
K-3
Cross Cultural Solutions September 2010 - Present
Seattle Volunteers November 2007 - Present
Charles Schwab September 2000 - Present
Wendita Enterprises December 1989 - Present
JB Goodwin Realtors January 1995 - October 2000
Bank One September 1997 - September 2000
Wendy Britton & Associates February 1990 - September 2000
Skills
Management Consulting, Customer Service, Fundraising, Marketing Strategy, Retirement, Sales, Retirement Planning, Leadership, Program Management, Project Planning, Strategic Planning, Public Speaking, Start-ups, Event Planning, Training, Entrepreneurship, Non-profits, Nonprofits, Investments
Education
University of Oregon 1985 — 1989
BS-Science, General Sciences
Talihina High School 1982 — 1983
11
Orting High School 1980 — 1981
8-9 and part of 10th
Amarillo High School
12
Catalina High School
10
John Muir Elementary
4-6
Kensington Elementary
K-3
Cheryl Bartell's Charles Schwab Experience November 2014 - Present
Job Sr. Learning Program Manager (Contractor TEKSystems)
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Compassion International November 2008 - January 2014
Wells Fargo July 2006 - June 2008
Wells Fargo January 2005 - July 2006
Wells Fargo November 1999 - January 2005
Skills
Customer Service, Process Improvement, Program Management, Training, Vendor Management, Project Planning, Quality Assurance, Coaching, Business Analysis, Team Management, Requirements Gathering
Education
University of Northern Iowa 1981 — 1984
B.A., Management & Secondary Education
Charles Schwab November 2014 - Present
Compassion International November 2008 - January 2014
Wells Fargo July 2006 - June 2008
Wells Fargo January 2005 - July 2006
Wells Fargo November 1999 - January 2005
Skills
Customer Service, Process Improvement, Program Management, Training, Vendor Management, Project Planning, Quality Assurance, Coaching, Business Analysis, Team Management, Requirements Gathering
Education
University of Northern Iowa 1981 — 1984
B.A., Management & Secondary Education
Andrew Hefele's Charles Schwab Experience December 2009 - January 2011
Job Senior Mobile Developer at AgileAssets Inc.
Industry Information Technology and Services
Experience
AgileAssets Inc. May 2014 - Present
SMS Systems Maintenance Services January 2011 - April 2014
Charles Schwab December 2009 - January 2011
SunGard Availability Services August 2007 - December 2009
VeriCenter December 2004 - August 2007
VeriCenter December 2003 - December 2004
Sprint September 2001 - December 2003
Dell March 1998 - September 2001
USAA August 1994 - March 1998
Skills
Integration, .NET, Agile Methodologies, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SDLC, XML, Visual Basic, Web Applications, Web Services, Enterprise Software, XSLT, JavaScript, Software Engineering, Data Center, MySQL, Subversion, Business Analysis, Software Documentation, iOS development, Tortoise SVN, jQuery, Continuous Integration, E-commerce, CruiseControl, Visual Studio Team..., Testing, Servers, Unix, Objective-C, BMC Remedy, Atlassian JIRA, XCode, Jenkins
Education
University of North Texas 1990 — 1994
BS, Information Systems
AgileAssets Inc. May 2014 - Present
SMS Systems Maintenance Services January 2011 - April 2014
Charles Schwab December 2009 - January 2011
SunGard Availability Services August 2007 - December 2009
VeriCenter December 2004 - August 2007
VeriCenter December 2003 - December 2004
Sprint September 2001 - December 2003
Dell March 1998 - September 2001
USAA August 1994 - March 1998
Skills
Integration, .NET, Agile Methodologies, Microsoft SQL Server, Enterprise Architecture, Software Development, C#, SDLC, XML, Visual Basic, Web Applications, Web Services, Enterprise Software, XSLT, JavaScript, Software Engineering, Data Center, MySQL, Subversion, Business Analysis, Software Documentation, iOS development, Tortoise SVN, jQuery, Continuous Integration, E-commerce, CruiseControl, Visual Studio Team..., Testing, Servers, Unix, Objective-C, BMC Remedy, Atlassian JIRA, XCode, Jenkins
Education
University of North Texas 1990 — 1994
BS, Information Systems
Katie DeFerrari's Charles Schwab Experience December 2000 - July 2001
Job Deputy District Attorney at Contra Costa County District Attorney
Industry Law Practice
Experience
Contra Costa County District Attorney December 2005 - Present
United States District Court 2004 - 2005
United States Attorney's Office 2003 - 2003
Charles Schwab December 2000 - July 2001
Office of Governor Pete Wilson July 1998 - December 1998
Skills
Litigation, Criminal Law, Legal Writing, Public Speaking, Appeals, Civil Litigation, Commercial Litigation, Courts, Hearings, Legal Research, Trials, Public Policy, Westlaw
Education
University of Notre Dame Law School 2001 — 2004
Juris Doctorate
University of the Pacific 1994 — 1998
B.A., Political Science & Spanish
Contra Costa County District Attorney December 2005 - Present
United States District Court 2004 - 2005
United States Attorney's Office 2003 - 2003
Charles Schwab December 2000 - July 2001
Office of Governor Pete Wilson July 1998 - December 1998
Skills
Litigation, Criminal Law, Legal Writing, Public Speaking, Appeals, Civil Litigation, Commercial Litigation, Courts, Hearings, Legal Research, Trials, Public Policy, Westlaw
Education
University of Notre Dame Law School 2001 — 2004
Juris Doctorate
University of the Pacific 1994 — 1998
B.A., Political Science & Spanish
James McMurtry's Charles Schwab Experience February 2014 - Present
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
Charles Schwab June 2013 - February 2014
Charles Schwab August 2012 - June 2013
Great-West Life and Annuity Insurance Company April 2012 - July 2012
Wells Fargo February 2009 - February 2012
Trinity Finanical Group, LLC January 2007 - February 2009
CanDoGo September 2007 - April 2008
Vectra Bank Colorado May 2005 - March 2006
NewPoint Lending 2006 - 2006
US Bank Home Mortgage October 2004 - May 2005
Skills
Portfolio Management, Business Analysis, Team Management, Dashboards, Banking, Agile Project Management, Strategic Communications, Escalations Management, Escalation Resolution, Leadership, Visio, Process Improvement, Mergers & Acquisitions, Financial Services, Project Management, Securities, Management, Treasury Management, Risk Management, Dashboard, Management Consulting, Software Project..., Relational Databases, Business Requirements, Team Building, Change Management, Vendor Management, Program Management, Strategy, Project Planning, Training, SDLC, Requirements Gathering, Product Management, Finance, Financial Analysis, Team Leadership
Education
University of Phoenix 2005 — 2011
Bachelor of Science, Business Finance
Charles Schwab February 2014 - Present
Charles Schwab June 2013 - February 2014
Charles Schwab August 2012 - June 2013
Great-West Life and Annuity Insurance Company April 2012 - July 2012
Wells Fargo February 2009 - February 2012
Trinity Finanical Group, LLC January 2007 - February 2009
CanDoGo September 2007 - April 2008
Vectra Bank Colorado May 2005 - March 2006
NewPoint Lending 2006 - 2006
US Bank Home Mortgage October 2004 - May 2005
Skills
Portfolio Management, Business Analysis, Team Management, Dashboards, Banking, Agile Project Management, Strategic Communications, Escalations Management, Escalation Resolution, Leadership, Visio, Process Improvement, Mergers & Acquisitions, Financial Services, Project Management, Securities, Management, Treasury Management, Risk Management, Dashboard, Management Consulting, Software Project..., Relational Databases, Business Requirements, Team Building, Change Management, Vendor Management, Program Management, Strategy, Project Planning, Training, SDLC, Requirements Gathering, Product Management, Finance, Financial Analysis, Team Leadership
Education
University of Phoenix 2005 — 2011
Bachelor of Science, Business Finance
Christine Parupia's Charles Schwab Experience May 2000 - May 2001
Job SVP, Sr Technology Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2007 - Present
Bank of America 1985 - 2009
Bank of America May 2001 - October 2006
Charles Schwab May 2000 - May 2001
Education
University of North Texas 1978 — 1982
Bank of America March 2007 - Present
Bank of America 1985 - 2009
Bank of America May 2001 - October 2006
Charles Schwab May 2000 - May 2001
Education
University of North Texas 1978 — 1982
Gerald Graves's Charles Schwab Experience September 1989 - June 2003
Job President at Filigree Advisors, Wealth Manager
Industry Investment Management
Experience
Filigree Advisors January 2008 - Present
M Financial Wealth Management November 2004 - December 2007
Charles Schwab September 1989 - June 2003
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Mutual Funds, Asset Management, Wealth, Finance, Due Diligence, Investment Management, Personal Finance, Wealth Management..., Retirement Planning, ETFs
Education
University of Oregon 1980 — 1984
BS, Economics
Filigree Advisors January 2008 - Present
M Financial Wealth Management November 2004 - December 2007
Charles Schwab September 1989 - June 2003
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Asset Allocation, Investment Strategies, Portfolio Management, Financial Advisory, Mutual Funds, Asset Management, Wealth, Finance, Due Diligence, Investment Management, Personal Finance, Wealth Management..., Retirement Planning, ETFs
Education
University of Oregon 1980 — 1984
BS, Economics
Charlotte Tansey's Charles Schwab Experience August 2012 - Present
Job Sr. resolution manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Charles Schwab April 2000 - Present
Skills
Mutual Funds, Financial Services, Investments, Series 7, Equities, Series 63, Process Improvement, Wealth Management, Risk Management, Business Analysis
Education
University of Northern Colorado 1994 — 1998
Charles Schwab August 2012 - Present
Charles Schwab April 2000 - Present
Skills
Mutual Funds, Financial Services, Investments, Series 7, Equities, Series 63, Process Improvement, Wealth Management, Risk Management, Business Analysis
Education
University of Northern Colorado 1994 — 1998
alex hayden's Charles Schwab Experience 1997 - 2003
Job Manager of Wealth Management and Market Data Specialists team at Thomson Reuters
Industry Capital Markets
Experience
Thomson Reuters August 2014 - Present
Thomson Reuters November 2011 - Present
Four Leaf Trading January 2009 - November 2011
Breakwater Trading 2003 - 2008
Schwab 1995 - 2005
charles schwab 1997 - 2003
Skills
Trading, Bonds, Fixed Income, Market Making, Derivatives, Risk Management, Trading Systems, Electronic Trading, Capital Markets, Equities, Options, Hedge Funds, Financial Markets, Proprietary Trading, Treasury, Bloomberg, Securities, Finance, Investments, Investment Management, Trading Strategies, Equity Trading, FX Options
Education
University of Pennsylvania 1993 — 1997
BS, Strategic Management
University of Pennsylvania - The Wharton School 1993 — 1997
bachelor of science, finance
Northern Valley Regional High School 1990 — 1993
Northern Valley Regional High School - Demarest 1990 — 1993
Thomson Reuters August 2014 - Present
Thomson Reuters November 2011 - Present
Four Leaf Trading January 2009 - November 2011
Breakwater Trading 2003 - 2008
Schwab 1995 - 2005
charles schwab 1997 - 2003
Skills
Trading, Bonds, Fixed Income, Market Making, Derivatives, Risk Management, Trading Systems, Electronic Trading, Capital Markets, Equities, Options, Hedge Funds, Financial Markets, Proprietary Trading, Treasury, Bloomberg, Securities, Finance, Investments, Investment Management, Trading Strategies, Equity Trading, FX Options
Education
University of Pennsylvania 1993 — 1997
BS, Strategic Management
University of Pennsylvania - The Wharton School 1993 — 1997
bachelor of science, finance
Northern Valley Regional High School 1990 — 1993
Northern Valley Regional High School - Demarest 1990 — 1993
Bisrat Alemayehou's Charles Schwab Experience November 2011 - February 2014
Job Vice President at Serendebyte Inc.
Industry Information Technology and Services
Experience
Serendebyte Inc. January 2015 - Present
Franchise Tax Board March 2014 - December 2014
Charles Schwab November 2011 - February 2014
Express Scripts September 2011 - November 2011
Pegasystems October 2007 - November 2011
Regence BlueCross BlueShield July 2011 - August 2011
Medco September 2010 - July 2011
Highmark April 2010 - August 2010
Kaiser Permanente July 2008 - December 2009
BB&T May 2008 - July 2008
Skills
Pegasystems PRPC, Pega PRPC, Websphere, Business Process..., Enterprise Architecture, Business Process Design, SOA, SOAP, Object Oriented Design, SDLC, Agile Methodologies, EAI, Web Services, Java Enterprise Edition, Weblogic, Integration, XML, Java, Requirements Analysis, Solution Architecture, Scrum, Agile Project Management, DB2, JSP, Oracle, Tomcat, JMS, ESB, UML, Struts, WebSphere
Education
University of Ottawa 2001 — 2006
B.A.Sc, Computer Engineering
Serendebyte Inc. January 2015 - Present
Franchise Tax Board March 2014 - December 2014
Charles Schwab November 2011 - February 2014
Express Scripts September 2011 - November 2011
Pegasystems October 2007 - November 2011
Regence BlueCross BlueShield July 2011 - August 2011
Medco September 2010 - July 2011
Highmark April 2010 - August 2010
Kaiser Permanente July 2008 - December 2009
BB&T May 2008 - July 2008
Skills
Pegasystems PRPC, Pega PRPC, Websphere, Business Process..., Enterprise Architecture, Business Process Design, SOA, SOAP, Object Oriented Design, SDLC, Agile Methodologies, EAI, Web Services, Java Enterprise Edition, Weblogic, Integration, XML, Java, Requirements Analysis, Solution Architecture, Scrum, Agile Project Management, DB2, JSP, Oracle, Tomcat, JMS, ESB, UML, Struts, WebSphere
Education
University of Ottawa 2001 — 2006
B.A.Sc, Computer Engineering
Sara Weiser's Charles Schwab Experience August 2011 - Present
Job Corporate Counsel at Charles Schwab
Industry Law Practice
Experience
Charles Schwab August 2011 - Present
Baker & McKenzie November 2010 - August 2011
Morgan Stanley Smith Barney LLC July 2009 - September 2010
Linklaters September 2005 - March 2008
The New York Stock Exchange, Division of Enforcement May 2003 - August 2003
Skills
Intellectual Property, Corporate Governance, Corporate Law, Licensing, Finance, Cross-border..., Legal Writing, Due Diligence, Financial Services, Capital Markets, Legal Advice
Education
University of Pennsylvania Law School 2002 — 2005
Juris Doctor
University of Pennsylvania College of Arts and Sciences 1998 — 2002
Bachelors of Arts, History and Urban Studies
Menlo School 1994 — 1998
H.S.
Charles Schwab August 2011 - Present
Baker & McKenzie November 2010 - August 2011
Morgan Stanley Smith Barney LLC July 2009 - September 2010
Linklaters September 2005 - March 2008
The New York Stock Exchange, Division of Enforcement May 2003 - August 2003
Skills
Intellectual Property, Corporate Governance, Corporate Law, Licensing, Finance, Cross-border..., Legal Writing, Due Diligence, Financial Services, Capital Markets, Legal Advice
Education
University of Pennsylvania Law School 2002 — 2005
Juris Doctor
University of Pennsylvania College of Arts and Sciences 1998 — 2002
Bachelors of Arts, History and Urban Studies
Menlo School 1994 — 1998
H.S.
Christine Parupia's Charles Schwab Experience April 2000 - May 2001
Job Sr Service Delivery Manager Technology at Bank of America
Industry Banking
Experience
Pursuing new opportunities in technology. June 2015 - Present
Bank of America January 2013 - Present
None July 2012 - Present
Bank of America May 1985 - July 2012
Bank of America February 2006 - August 2008
Charles Schwab April 2000 - May 2001
Skills
Actimize, Mainframe, Mainframe Testing, Software Deployment, Java Enterprise Edition, Java Application..., Software Development, Software Documentation, Software Design, Software Installation, DFSS Green Belt, Project Management, Mergers, Vendor Management, Project Portfolio..., Process Redesign, Risk Management, Process Improvement, IT Management, Business Process..., Integration, Requirements Analysis, Disaster Recovery, Business Continuity, SharePoint, Information Technology, Project Delivery, Financial Services, Governance, Cross-functional Team..., Resource Management, IT Service Management, Financial Risk, Portfolio Management, Infrastructure, Requirements Gathering, Service Delivery, Release Management, Team Leadership, Global Leadership, Agile Methodologies, IT Operations, SOA, IT Strategy, SDLC, Mergers & Acquisitions, Strategy, Business Intelligence, Leadership, PMP
Education
University of North Texas 1976 — 1982
MBA, Computer Science / Accounting
Pursuing new opportunities in technology. June 2015 - Present
Bank of America January 2013 - Present
None July 2012 - Present
Bank of America May 1985 - July 2012
Bank of America February 2006 - August 2008
Charles Schwab April 2000 - May 2001
Skills
Actimize, Mainframe, Mainframe Testing, Software Deployment, Java Enterprise Edition, Java Application..., Software Development, Software Documentation, Software Design, Software Installation, DFSS Green Belt, Project Management, Mergers, Vendor Management, Project Portfolio..., Process Redesign, Risk Management, Process Improvement, IT Management, Business Process..., Integration, Requirements Analysis, Disaster Recovery, Business Continuity, SharePoint, Information Technology, Project Delivery, Financial Services, Governance, Cross-functional Team..., Resource Management, IT Service Management, Financial Risk, Portfolio Management, Infrastructure, Requirements Gathering, Service Delivery, Release Management, Team Leadership, Global Leadership, Agile Methodologies, IT Operations, SOA, IT Strategy, SDLC, Mergers & Acquisitions, Strategy, Business Intelligence, Leadership, PMP
Education
University of North Texas 1976 — 1982
MBA, Computer Science / Accounting
Kristy Middleton's Charles Schwab Experience December 1998 - Present
Job Senior Institutional Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1998 - Present
Skills
Series 7, Series 63, Trading, Institutional, Mutual Funds
Education
University of Northern Colorado 1988 — 1992
BS, Business with Finance emphasis, Speech Communications
Charles Schwab December 1998 - Present
Skills
Series 7, Series 63, Trading, Institutional, Mutual Funds
Education
University of Northern Colorado 1988 — 1992
BS, Business with Finance emphasis, Speech Communications
chris mangum's Charles Schwab Experience June 1997 - June 1998
Job Live Video Architect at Yahoo!
Industry Information Technology and Services
Experience
Yahoo May 2014 - Present
Yahoo! June 1999 - Present
Charles Schwab June 1997 - June 1998
Fidelity Investments January 1994 - March 1997
Skills
Digital Media, Live Streaming, Adaptive Streaming, RTMP, Wirecast, Windows Media Encoder, Flash Media Encoder, Flash Media Server, Web Video, Streaming Media, Video, Digital Strategy, Kanban, Live Video Streaming
Education
The University of Phoenix 2002 — 2006
MBA, E-Business
University of North Texas 1991 — 1993
B.B.A., Finance - Banking & Financial Institutions
Yahoo May 2014 - Present
Yahoo! June 1999 - Present
Charles Schwab June 1997 - June 1998
Fidelity Investments January 1994 - March 1997
Skills
Digital Media, Live Streaming, Adaptive Streaming, RTMP, Wirecast, Windows Media Encoder, Flash Media Encoder, Flash Media Server, Web Video, Streaming Media, Video, Digital Strategy, Kanban, Live Video Streaming
Education
The University of Phoenix 2002 — 2006
MBA, E-Business
University of North Texas 1991 — 1993
B.B.A., Finance - Banking & Financial Institutions
Jules Hefley's Charles Schwab Experience January 2012 - January 2014
Job VP, Senior Account Executive at Adrenaline, Inc.
Industry Marketing and Advertising
Experience
Adrenaline, Inc. February 2014 - Present
Charles Schwab January 2012 - January 2014
Union Bank October 2009 - January 2012
Visa July 2008 - November 2009
Washington Mutual Card Services February 2003 - June 2008
Skills
Financial Services, Credit Cards, Marketing, Direct Marketing, Analytics, Segmentation, Integrated Marketing, Banking, Strategy, CRM, Retail, Customer Acquisition, Relationship Management, Leadership
Education
University of Oklahoma
BA, Psychology
Adrenaline, Inc. February 2014 - Present
Charles Schwab January 2012 - January 2014
Union Bank October 2009 - January 2012
Visa July 2008 - November 2009
Washington Mutual Card Services February 2003 - June 2008
Skills
Financial Services, Credit Cards, Marketing, Direct Marketing, Analytics, Segmentation, Integrated Marketing, Banking, Strategy, CRM, Retail, Customer Acquisition, Relationship Management, Leadership
Education
University of Oklahoma
BA, Psychology
Elizabeth Wingate Hausman's Charles Schwab Experience 1987 - 1995
Job Director of Marketing at Huckleberry Youth Programs
Industry Marketing and Advertising
Experience
Huckleberry Youth Programs March 2009 - Present
charles schwab 1987 - 1995
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Marketing
Huckleberry Youth Programs March 2009 - Present
charles schwab 1987 - 1995
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Marketing
Brandee DeLong's Charles Schwab Experience September 2014 - August 2015
Job AML Analyst | Financial Crimes Investigations
Industry Financial Services
Experience
Western Union August 2015 - Present
Charles Schwab September 2014 - August 2015
Banctek Solutions August 2010 - August 2014
Banctek Solutions August 2004 - August 2010
TransFirst August 2002 - August 2004
TransFirst August 2001 - August 2002
Skills
Credit, Account Management, Strategic Planning, Customer Service, Team Building, Microsoft Excel, Merchant Services, Underwriting, Product Management, Risk Management, ACH, Credit Card Transaction..., Analysis, Finance, Credit Cards, Financial Risk
Education
University of Northern Colorado 1996 — 2001
BA, Graphic Design
Western Union August 2015 - Present
Charles Schwab September 2014 - August 2015
Banctek Solutions August 2010 - August 2014
Banctek Solutions August 2004 - August 2010
TransFirst August 2002 - August 2004
TransFirst August 2001 - August 2002
Skills
Credit, Account Management, Strategic Planning, Customer Service, Team Building, Microsoft Excel, Merchant Services, Underwriting, Product Management, Risk Management, ACH, Credit Card Transaction..., Analysis, Finance, Credit Cards, Financial Risk
Education
University of Northern Colorado 1996 — 2001
BA, Graphic Design
Russell Syed's Charles Schwab Experience September 2013 - Present
Job Sr. Scrum Master, CSP & CSM
Industry Information Technology and Services
Experience
Charles Schwab September 2013 - Present
Charles Schwab April 2010 - August 2013
RetailCore LLC March 2009 - March 2010
Fidelity Investments June 2004 - February 2009
Skills
SDLC, Business Analysis, Data Analysis, Vendor Management, SQL, COBOL, Systems Analysis, SharePoint, Data Warehousing, Agile Methodologies, Software Development, Microsoft SQL Server, Requirements Analysis, Software Project..., Integration, ITIL, Visio, Requirements Gathering, Process Improvement
Education
University of North Texas 2000 — 2004
Bachelor's Degree, Business Computer Information Systems
Charles Schwab September 2013 - Present
Charles Schwab April 2010 - August 2013
RetailCore LLC March 2009 - March 2010
Fidelity Investments June 2004 - February 2009
Skills
SDLC, Business Analysis, Data Analysis, Vendor Management, SQL, COBOL, Systems Analysis, SharePoint, Data Warehousing, Agile Methodologies, Software Development, Microsoft SQL Server, Requirements Analysis, Software Project..., Integration, ITIL, Visio, Requirements Gathering, Process Improvement
Education
University of North Texas 2000 — 2004
Bachelor's Degree, Business Computer Information Systems
Allan Tong's Charles Schwab Experience Senior AnalystKeaneMarch 1996 - August 2005
Job Programmer Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Senior AnalystKeaneMarch 1996 - August 2005
Canada Revenue Agency May 1991 - March 1996
Revenue Canada 1991 - 1996
Education
University of Ottawa 1991 — 1995
Bach, M.I.S.
Heritage College 1987 — 1990
Associate, Computer Science
Charles Schwab Senior AnalystKeaneMarch 1996 - August 2005
Canada Revenue Agency May 1991 - March 1996
Revenue Canada 1991 - 1996
Education
University of Ottawa 1991 — 1995
Bach, M.I.S.
Heritage College 1987 — 1990
Associate, Computer Science
Klint McCoy's Charles Schwab Experience November 2014 - Present
Job Team manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab November 2014 - Present
Charles Schwab June 2011 - November 2014
Charles Schwab August 2009 - June 2011
Edward Jones July 2008 - March 2009
Guaranty Bank October 2005 - July 2008
Skills
Trading, Banking, Investments, Portfolio Management, Mutual Funds, Options, Bonds, Credit, Sales, Sales Management, Retail Banking, Analysis, Finance, Series 7, Wealth Management, Consumer Lending, Series 63
Education
University of North Texas 2001 — 2005
BBA, Finance
Charles Schwab November 2014 - Present
Charles Schwab June 2011 - November 2014
Charles Schwab August 2009 - June 2011
Edward Jones July 2008 - March 2009
Guaranty Bank October 2005 - July 2008
Skills
Trading, Banking, Investments, Portfolio Management, Mutual Funds, Options, Bonds, Credit, Sales, Sales Management, Retail Banking, Analysis, Finance, Series 7, Wealth Management, Consumer Lending, Series 63
Education
University of North Texas 2001 — 2005
BBA, Finance
Gerry Groninger's Charles Schwab Experience 2002 - 2008
Job Sr. Managing Director at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services March 2008 - Present
Charles Schwab 2002 - 2008
smith barney 1994 - 1997
Cincinnati Reds 1986 - 1991
Skills
Series 24, Series 63, Series 7, Financial Services
Education
University of Northern Colorado 1977 — 1982
BA, Social Sciences
Charles Schwab Advisor Services March 2008 - Present
Charles Schwab 2002 - 2008
smith barney 1994 - 1997
Cincinnati Reds 1986 - 1991
Skills
Series 24, Series 63, Series 7, Financial Services
Education
University of Northern Colorado 1977 — 1982
BA, Social Sciences
Deb Bollig's Charles Schwab Experience January 2011 - May 2011
Job Computer Software Professional
Industry Computer Software
Experience
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Broadridge Financial May 2011 - March 2012
Charles Schwab January 2011 - May 2011
Scottrade April 2009 - October 2010
oppenheimer funds 1988 - 2009
OppenheimerFunds 1988 - 2009
Butler Paper 1991 - 1995
Skills
COBOL, VSAM, JCL, SQL, SDLC, Fileaid, TSO, Endeavor, Mainframe, Syncsort, Requirements Gathering, Visio, Requirements Analysis, Sybase, CICS, Systems Analysis, Data Modeling, User Acceptance Testing, Waterfall, Data Warehousing, DB2, Unix, Quality Center, Databases, Software Development
Education
University of Phoenix 1993 — 1996
MIS, Computer Information Systems
University of Northern Colorado 1979 — 1981
MA, Mathematics
University of Northern Colorado 1974 — 1978
BA, Math
Diane Cross's Charles Schwab Experience April 2014 - Present
Job Manager, Risk and Controls at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
First Data Corporation August 2008 - December 2013
First Data Corporation April 2005 - December 2007
U.S. Bank November 2003 - March 2005
U.S. Bank October 2001 - October 2003
U.S. Bank December 1999 - September 2001
Skills
Internal Audit, Auditing, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Risk Management, IT Audit, AML, Banking, Cash Management, Operational Risk, Operational Risk..., Bank Secrecy Act, KYC, Fraud, Financial Services, Training, Anti Money Laundering
Education
University of Oklahoma - Price College of Business 1996 — 1999
Business Administration, Marketing
Charles Schwab April 2014 - Present
First Data Corporation August 2008 - December 2013
First Data Corporation April 2005 - December 2007
U.S. Bank November 2003 - March 2005
U.S. Bank October 2001 - October 2003
U.S. Bank December 1999 - September 2001
Skills
Internal Audit, Auditing, Financial Risk, Internal Controls, Sarbanes-Oxley Act, Risk Management, IT Audit, AML, Banking, Cash Management, Operational Risk, Operational Risk..., Bank Secrecy Act, KYC, Fraud, Financial Services, Training, Anti Money Laundering
Education
University of Oklahoma - Price College of Business 1996 — 1999
Business Administration, Marketing
Archana Sebastian's Charles Schwab Experience 2009 - 2010
Job Inheritor Services Representative at Fidelity Investmentsh
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments March 2013 - Present
JPMorgan Chase June 2010 - March 2013
Charles Schwab 2009 - 2010
Fidelity Investments July 1993 - April 2009
Skills
Retirement Planning, Series 7, Series 63, Fixed Income, Manage Client..., Asset Allocation, Bonds, Trader
Education
University of North Texas
MBA, Marketing
University of Oklahoma
Bachelor of Science (BS), Marketing
Fidelity Investments June 2015 - Present
Fidelity Investments March 2013 - Present
JPMorgan Chase June 2010 - March 2013
Charles Schwab 2009 - 2010
Fidelity Investments July 1993 - April 2009
Skills
Retirement Planning, Series 7, Series 63, Fixed Income, Manage Client..., Asset Allocation, Bonds, Trader
Education
University of North Texas
MBA, Marketing
University of Oklahoma
Bachelor of Science (BS), Marketing
Bill Branson's Charles Schwab Experience 1991 - 1992
Job Executive Director
Industry Nonprofit Organization Management
Experience
Arouet Foundation September 2011 - Present
Phoenix College January 1994 - Present
ACI - Arizona Correctional Industries July 2000 - August 2011
Charles Schwab 1991 - 1992
California Federal Bank 1987 - 1991
Xanthus Corporation 1985 - 1987
Skills
Non-profits, Public Speaking, Community Outreach, Leadership Development, Fundraising, Higher Education, Organizational..., Team Building, Program Development, Grant Writing, Marketing Automation, Nonprofits, Adult Education, Marketing, Staff Development, Advertising, Project Management, Leadership, Grants, Resume Writing, Team Leadership, Event Planning, Training, Customer Service, Student Affairs, Workshop Facilitation, Management, Program Management, Coaching, Workforce Development, Research, Entrepreneurship
Education
CSU Fullerton, CA
BA, English
Armstrong College, Berkeley, CA
MBA
University of Pennsylvania - The Wharton School
Finance and Financial Management Services and Strategic Planning
University of Pennsylvania - The Wharton School
Marketing
Arouet Foundation September 2011 - Present
Phoenix College January 1994 - Present
ACI - Arizona Correctional Industries July 2000 - August 2011
Charles Schwab 1991 - 1992
California Federal Bank 1987 - 1991
Xanthus Corporation 1985 - 1987
Skills
Non-profits, Public Speaking, Community Outreach, Leadership Development, Fundraising, Higher Education, Organizational..., Team Building, Program Development, Grant Writing, Marketing Automation, Nonprofits, Adult Education, Marketing, Staff Development, Advertising, Project Management, Leadership, Grants, Resume Writing, Team Leadership, Event Planning, Training, Customer Service, Student Affairs, Workshop Facilitation, Management, Program Management, Coaching, Workforce Development, Research, Entrepreneurship
Education
CSU Fullerton, CA
BA, English
Armstrong College, Berkeley, CA
MBA
University of Pennsylvania - The Wharton School
Finance and Financial Management Services and Strategic Planning
University of Pennsylvania - The Wharton School
Marketing
Dana Morales's Charles Schwab Experience November 2006 - Present
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Charles Schwab November 2006 - Present
IBM May 2002 - November 2006
American Express October 1998 - May 2002
Skills
Project Management, Workflow Management, Production Support, Customer Service, Disaster Recovery, Microsoft Office, PMP, Risk Management, Agile & Waterfall..., Agile Methodologies, Business Analysis, Management, Vendor Management, Virtualization, SDLC, IT Strategy
Education
University of Phoenix 1998 — 2000
Information Technology Project Management
Wells Fargo October 2014 - Present
Charles Schwab November 2006 - Present
IBM May 2002 - November 2006
American Express October 1998 - May 2002
Skills
Project Management, Workflow Management, Production Support, Customer Service, Disaster Recovery, Microsoft Office, PMP, Risk Management, Agile & Waterfall..., Agile Methodologies, Business Analysis, Management, Vendor Management, Virtualization, SDLC, IT Strategy
Education
University of Phoenix 1998 — 2000
Information Technology Project Management
Richelle Rajput's Charles Schwab Experience May 2015 - Present
Job business analyst at sprint
Industry Information Technology and Services
Experience
Charles Schwab May 2015 - Present
sprint January 2001 - May 2015
Skills
Business Analysis, Project Management, Requirements Analysis, Telecommunications
Education
University of Northern Colorado
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
University of Phoenix
Master's degree, Computer and Information Sciences and Support Services
Charles Schwab May 2015 - Present
sprint January 2001 - May 2015
Skills
Business Analysis, Project Management, Requirements Analysis, Telecommunications
Education
University of Northern Colorado
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
University of Phoenix
Master's degree, Computer and Information Sciences and Support Services
Mathew Bacon's Charles Schwab Experience September 1998 - April 2009
Job Wealth Manager at Disciplined Investments, LLC
Industry Financial Services
Experience
Disciplined Investments, LLC July 2009 - Present
Charles Schwab September 1998 - April 2009
Skills
Financial Analysis, Tax, Financial Reporting, Investments, Income Tax, Accounting, Financial Planning
Education
University of Oklahoma 1993 — 1997
Disciplined Investments, LLC July 2009 - Present
Charles Schwab September 1998 - April 2009
Skills
Financial Analysis, Tax, Financial Reporting, Investments, Income Tax, Accounting, Financial Planning
Education
University of Oklahoma 1993 — 1997
Ray Vos's Charles Schwab Experience 2006 - 2014
Job semi retired
Industry Financial Services
Experience
Charles Schwab 2006 - 2014
raytheon 1980 - 2006
Skills
Integration, Testing, SQL, Software Development, Web Development, Web Applications
Education
University of North Texas
MS, Computer Science
university of north texas; university of oregon
MS; BS, Computer Science
Charles Schwab 2006 - 2014
raytheon 1980 - 2006
Skills
Integration, Testing, SQL, Software Development, Web Development, Web Applications
Education
University of North Texas
MS, Computer Science
university of north texas; university of oregon
MS; BS, Computer Science
Robert McKerreghan's Charles Schwab Experience June 2006 - Present
Job Manager Production Mail at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2006 - Present
Charles Schwab May 2004 - June 2006
Charles Schwab April 2002 - May 2004
Skills
Mutual Funds
Education
University of North Texas 1968 — 1969
Charles Schwab June 2006 - Present
Charles Schwab May 2004 - June 2006
Charles Schwab April 2002 - May 2004
Skills
Mutual Funds
Education
University of North Texas 1968 — 1969
josh ganyo's Charles Schwab Experience January 2014 - Present
Job Sr. Datacenter Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Kingman Regional Medical Center January 2013 - January 2014
Kingman Regional Medical Center September 2010 - January 2013
Mohave Community College January 2010 - September 2010
SungardHE January 2006 - January 2009
Skills
Security, SQL, System Administration, Active Directory, VMware, Troubleshooting, Databases, Software Documentation, Access, Project Management, Help Desk Support, HTML, Microsoft Office, CSS, Higher Education, Instructional Design, E-Learning, Teaching, Public Speaking, Technical Writing, Team Leadership, NetApp, Research, Instructional Technology, Student Affairs, vCloud, Storage Area Networks, VMware View, SAN, Data Center, Network Security, Network Administration, Networking, Cisco UCS
Education
University of Phoenix 2010 — 2011
AS, Business Administration and Management, General
Kingman High School 1996 — 2000
High School Diploma
Charles Schwab January 2014 - Present
Kingman Regional Medical Center January 2013 - January 2014
Kingman Regional Medical Center September 2010 - January 2013
Mohave Community College January 2010 - September 2010
SungardHE January 2006 - January 2009
Skills
Security, SQL, System Administration, Active Directory, VMware, Troubleshooting, Databases, Software Documentation, Access, Project Management, Help Desk Support, HTML, Microsoft Office, CSS, Higher Education, Instructional Design, E-Learning, Teaching, Public Speaking, Technical Writing, Team Leadership, NetApp, Research, Instructional Technology, Student Affairs, vCloud, Storage Area Networks, VMware View, SAN, Data Center, Network Security, Network Administration, Networking, Cisco UCS
Education
University of Phoenix 2010 — 2011
AS, Business Administration and Management, General
Kingman High School 1996 — 2000
High School Diploma
Timothy Joseph Pepper's Charles Schwab Experience 1998 - 1999
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch November 2010 - July 2012
Wells Fargo January 2007 - January 2010
Charles Schwab 1998 - 1999
Skills
Series 7, Series 63, Series 65, Investment Strategies, Non-profits, Public Speaking, Fundraising, Securities, Strategic Financial..., Investments, Retirement Planning, Policy, Wealth Management, Financial Services, Mutual Funds, Insurance, Retirement, Financial Advisory, Social Media, Asset Managment, 401k, Financial Analysis, Series 6
Education
University of Notre Dame
Bachelor of Business Administration, Finance, General
Merrill Lynch February 2013 - Present
Merrill Lynch November 2010 - July 2012
Wells Fargo January 2007 - January 2010
Charles Schwab 1998 - 1999
Skills
Series 7, Series 63, Series 65, Investment Strategies, Non-profits, Public Speaking, Fundraising, Securities, Strategic Financial..., Investments, Retirement Planning, Policy, Wealth Management, Financial Services, Mutual Funds, Insurance, Retirement, Financial Advisory, Social Media, Asset Managment, 401k, Financial Analysis, Series 6
Education
University of Notre Dame
Bachelor of Business Administration, Finance, General
Nikki Swezey's Charles Schwab Experience January 2015 - Present
Job Associate, Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Charles Schwab January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
Merrill Lynch January 2012 - May 2013
Fidelity Investments October 2010 - June 2011
Merrill Lynch March 2010 - August 2010
Bank of America July 2006 - March 2010
Bank of America September 2004 - July 2006
Skills
Series 7, Series 63, Notary Public, Credit, Series 6, Investments, Financial Services, Trading, Banking, Finance, Mutual Funds, Wealth Management, Securities, Fixed Income, Financial Advisory, Bloomberg, Equities, Bonds, Portfolio Management, Investment Advisory, Asset Allocation, Uniform Combined State..., Private Banking, Series 66, annuities, Life Insurance, Fixed Annuities
Education
Florida State College at Jacksonville
Associate of Arts (AA), Finance
University of North Florida - College of Business Administration
Finance
Igor Shteyn's Charles Schwab Experience April 2004 - March 2007
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
Sean J. Marrero's Charles Schwab Experience April 2011 - July 2011
Job Partner Operations Manager at SinglePlatform
Industry Publishing
Experience
SinglePlatform April 2014 - Present
First Class Online Travel May 2008 - October 2014
Cognito Analytics February 2014 - March 2014
Screenvision January 2014 - February 2014
NBCUniversal, Inc. October 2013 - November 2013
Afilon, Inc. May 2012 - February 2013
Afilon, Inc. December 2011 - January 2012
Oasis Basis International July 2011 - January 2012
Charles Schwab April 2011 - July 2011
ABH Services LLC April 2010 - February 2011
Skills
Management, Social Media, Microsoft Office, Leadership, Social Networking, Social Media Marketing, Strategic Partnerships, Analysis, Analytics, Event Planning
Education
University of Northern Colorado 2003 — 2009
Bachelor of Arts, Economics
SinglePlatform April 2014 - Present
First Class Online Travel May 2008 - October 2014
Cognito Analytics February 2014 - March 2014
Screenvision January 2014 - February 2014
NBCUniversal, Inc. October 2013 - November 2013
Afilon, Inc. May 2012 - February 2013
Afilon, Inc. December 2011 - January 2012
Oasis Basis International July 2011 - January 2012
Charles Schwab April 2011 - July 2011
ABH Services LLC April 2010 - February 2011
Skills
Management, Social Media, Microsoft Office, Leadership, Social Networking, Social Media Marketing, Strategic Partnerships, Analysis, Analytics, Event Planning
Education
University of Northern Colorado 2003 — 2009
Bachelor of Arts, Economics
Bret Adkins's Charles Schwab Experience February 1985 - Present
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 1985 - Present
Skills
Mutual Funds, Sales Management, Employee Stock Options, Personal Financial..., Option trading, Portfolio Management, Sales Management..., Sales Rep Training
Education
University of Oklahoma 1980 — 1984
Accounting/Finance
Charles Schwab February 1985 - Present
Skills
Mutual Funds, Sales Management, Employee Stock Options, Personal Financial..., Option trading, Portfolio Management, Sales Management..., Sales Rep Training
Education
University of Oklahoma 1980 — 1984
Accounting/Finance
Jason Whited's Charles Schwab Experience September 2008 - October 2008
Job IT Support Specialist
Industry Information Technology and Services
Experience
Covance October 2014 - December 2014
National Government Services January 2014 - August 2014
Wyndham Worldwide February 2013 - November 2013
Wyndham Worldwide September 2012 - October 2012
Franciscan Alliance, Inc. October 2011 - October 2011
Raytheon August 2010 - August 2011
St. Vincent Medical Center December 2008 - October 2009
Charles Schwab September 2008 - October 2008
WLIO NBC Lima February 2005 - June 2008
Skills
Windows 7, Technical Support, Computer Hardware, Active Directory, Windows XP, Help Desk Support, SCCM, Microsoft Office, Data Migration, CompTIA A+ Certification, Encryption Software, BMC Remedy, Windows 7 Migration, Software Installation, A+ Certified, Hardware, Windows Server, Troubleshooting
Education
University of Northwestern Ohio
Associate's Degree of Applied Business, Information Technology
Covance October 2014 - December 2014
National Government Services January 2014 - August 2014
Wyndham Worldwide February 2013 - November 2013
Wyndham Worldwide September 2012 - October 2012
Franciscan Alliance, Inc. October 2011 - October 2011
Raytheon August 2010 - August 2011
St. Vincent Medical Center December 2008 - October 2009
Charles Schwab September 2008 - October 2008
WLIO NBC Lima February 2005 - June 2008
Skills
Windows 7, Technical Support, Computer Hardware, Active Directory, Windows XP, Help Desk Support, SCCM, Microsoft Office, Data Migration, CompTIA A+ Certification, Encryption Software, BMC Remedy, Windows 7 Migration, Software Installation, A+ Certified, Hardware, Windows Server, Troubleshooting
Education
University of Northwestern Ohio
Associate's Degree of Applied Business, Information Technology
Daric Stegall's Charles Schwab Experience December 2012 - April 2013
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Scottrade July 2013 - Present
Scottrade July 2013 - Present
Charles Schwab December 2012 - April 2013
TD Ameritrade 2010 - 2012
Fidelity Investments April 1998 - October 2009
Skills
Financial Advisory, Uniform Combined State..., Series 7, Series 63, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Personal Financial..., Asset Allocation, Investment Strategies, series 66, Life Insurance, Charitable Gift Planning, Tax Deferred Exchanges
Education
University of North Texas 1989 — 1997
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
University of North Texas
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Fred Schrick's Charles Schwab Experience May 2015 - Present
Job Managing Director Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Charles Schwab May 2015 - Present
Sigma-Aldrich January 2014 - May 2015
Scottrade March 2009 - January 2014
UBS January 2002 - February 2009
Arthur Andersen July 1999 - December 2001
Skills
Finance, Forecasting, Budgets, Banking, GAAP, Managerial Finance, Auditing, Financial Modeling, Management, Financial Audits, Financial Reporting, Financial Analysis, Strategic Financial..., Internal Controls, Corporate Finance, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Kim Gammill's Charles Schwab Experience 1997 - 1997
Job Admin. Asst. at Arizona State Legislature
Industry Legislative Office
Experience
Arizona State House of Representatives December 2005 - Present
The Quilted Apple 1997 - 2005
Charles Schwab 1997 - 1997
Maricopa County Supperior Court 1990 - 1997
Skills
Legislation, Government, Public Policy, Sales, Legislative Relations, Political Campaigns, Policy Analysis, Strategic Communications, Nonprofits, Fundraising
Education
University of Phoenix 1995 — 1998
Bachelor's degree, Business Administration, Management and Operations
Arizona State House of Representatives December 2005 - Present
The Quilted Apple 1997 - 2005
Charles Schwab 1997 - 1997
Maricopa County Supperior Court 1990 - 1997
Skills
Legislation, Government, Public Policy, Sales, Legislative Relations, Political Campaigns, Policy Analysis, Strategic Communications, Nonprofits, Fundraising
Education
University of Phoenix 1995 — 1998
Bachelor's degree, Business Administration, Management and Operations
John J. Phillips's Charles Schwab Experience September 1997 - March 2003
Job Seeking opportunity to pursue with passion.
Industry Financial Services
Experience
Seeking opportunity to pursue with passion. February 2015 - Present
Sole Proprietor March 2003 - Present
Charles Schwab September 1997 - March 2003
Bantek West, Inc. March 1997 - August 1997
Pinkerton Security Services February 1997 - March 1997
American Express TRS Co. Inc. August 1993 - November 1996
Southwest Financial Associates July 1992 - January 1993
Skills
Securities, Investments, Portfolio Management, Project Management, Mutual Funds, Equities, Series 7, Budgets, Trading, Options
Education
University of Oklahoma - Price College of Business 1988 — 1992
Bachelor's Degree, BBA FINANCE, 3.5
Seeking opportunity to pursue with passion. February 2015 - Present
Sole Proprietor March 2003 - Present
Charles Schwab September 1997 - March 2003
Bantek West, Inc. March 1997 - August 1997
Pinkerton Security Services February 1997 - March 1997
American Express TRS Co. Inc. August 1993 - November 1996
Southwest Financial Associates July 1992 - January 1993
Skills
Securities, Investments, Portfolio Management, Project Management, Mutual Funds, Equities, Series 7, Budgets, Trading, Options
Education
University of Oklahoma - Price College of Business 1988 — 1992
Bachelor's Degree, BBA FINANCE, 3.5
Christine E. Anderson's Charles Schwab Experience 1996 - 2004
Job Office Manager at National Eczema Association
Industry Nonprofit Organization Management
Experience
National Eczema Association July 2010 - Present
Airtech USA 2009 - 2010
Professional Orthopedic & Sports Care 2008 - 2009
Charles Schwab 1996 - 2004
Skills
Customer Service, Microsoft Office, Event Planning, Social Networking, Teamwork, Administration, Database Administration, Mas 90, Accounts Receivable, Databases, Administrative..., Office Administration, Office Management, Office 365, Non-profit..., Team Leadership, Non-profit Program..., Executive Support, Project Management, Phone Etiquette, Professional Phone..., Multi-line Phone, Donor Management, Donor Recognition, Donor Perfect, Shipping & Receiving, Ship Management, UPS Shipping, Bookkeeping, Microsoft Excel, QuickBooks, Quicken, Data Entry, Data Analysis
Education
University of Oregon
Bachelor's Degree, Sociology
National Eczema Association July 2010 - Present
Airtech USA 2009 - 2010
Professional Orthopedic & Sports Care 2008 - 2009
Charles Schwab 1996 - 2004
Skills
Customer Service, Microsoft Office, Event Planning, Social Networking, Teamwork, Administration, Database Administration, Mas 90, Accounts Receivable, Databases, Administrative..., Office Administration, Office Management, Office 365, Non-profit..., Team Leadership, Non-profit Program..., Executive Support, Project Management, Phone Etiquette, Professional Phone..., Multi-line Phone, Donor Management, Donor Recognition, Donor Perfect, Shipping & Receiving, Ship Management, UPS Shipping, Bookkeeping, Microsoft Excel, QuickBooks, Quicken, Data Entry, Data Analysis
Education
University of Oregon
Bachelor's Degree, Sociology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank