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
Hays Companies August 2014 - Present
Hays Companies May 2012 - August 2014
Meritain Health November 2005 - May 2012
PLAYTIME, LLC May 2005 - November 2005
Charles Schwab July 2003 - May 2005
IDEX Mutual Funds February 2003 - June 2003
Charles Schwab November 2000 - December 2002
Skills
Client Retention, Health Insurance, Employee Benefits, New Business Development, Spanish, Sales, Claims Management, Customer Retention, Strategy, General Insurance, Team Building, Claim, Account Management, CRM, Underwriting, Process Improvement, Vendor Management, Brokers, Disability Insurance, Reinsurance, Training, COBRA, Open Enrollment, Management, Customer Service, Outlook, Coaching
Education
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business Administration, 3.91
Statebridge Company October 2010 - Present
Aurora Loan Services December 2008 - December 2010
Fiserv Investment Support Services 2005 - 2008
Charles Schwab January 1997 - May 2005
Skills
Process Improvement, Risk Management, Leadership, Financial Services, Loss Mitigation, Change Management, Analysis, Negotiation, Customer Service, Finance, Loan Servicing, Loans, Call Centers, Banking, Management, Insurance, Credit
Education
University of Phoenix 2001 — 2005
BS
Charles Schwab April 2011 - Present
Edward Jones September 2006 - June 2010
Edward Jones August 2002 - September 2006
Charles Schwab June 2000 - July 2002
Inacom June 1997 - June 2000
Iowa Western Community College 1998 - 1999
Skills
Wintel, Disaster Recovery, Data Center, Solaris, ITIL, Unix, Servers, Red Hat Linux, Windows Server, System Administration, Active Directory, DNS, Security, NetApp, Isilon, Incident Management, Operating Systems, Storage Area Networks, Storage, SAN
Education
University of Phoenix 2003 — 2007
BSM, Management
Charles Schwab January 2013 - Present
Apple July 2012 - May 2013
Skills
Customer Experience, Customer Service, Call Centers, Technical Support, Retail, Teamwork, Banking, Leadership
Education
University of Phoenix 2014 — 2016
Bachelor’s Degree, Business with a Certification in Finance
Charles Schwab October 1999 - Present
Federated Investors January 1998 - October 1999
Federated Investors March 1997 - January 1998
Federated Investors March 1996 - March 1997
Skills
Microsoft Technologies, Microsoft Operating..., Microsoft Office, Actuate, Crystal Reports, Adobe Software, QTP, SilkTest, VMware, Internet Explorer, Firefox, Notepad++, Software Quality..., Applications Support, Software Project..., Project Coordination, Project Planning, Project Implementation, MS Project, Change Management, Organizational..., Visio, Microsoft SQL Server, SDLC, Test Planning, Agile Methodologies, Quality Assurance
Education
University of Phoenix 2000 — 2002
MBA, Business
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Journalism
Thomas Jefferson High School 1987 — 1991
Strictly Diesel August 2015 - Present
International Cruise & Excursions, Inc. January 2015 - July 2015
GPE Companies January 2013 - May 2014
Charles Schwab February 2012 - July 2012
ComCorp USA June 2007 - September 2010
AdEdge Computer Training Center January 2004 - August 2008
U.S. - Mexico Border Health Association April 2004 - November 2006
Clear Channel Radio March 2000 - April 2004
University Of Phoenix - Santa Teresa, New Mexico Campus February 1998 - November 2000
Skills
Dreamweaver, CSS, Web Development, Flash, Web Design, SEO, HTML, User Interface Design, Adobe Creative Suite, HTML 5, Graphic Design, PHP, jQuery, Photoshop, XML, DHTML, JavaScript, MySQL, Sony Vegas Pro, After Effects, Illustrator, InDesign, LAMP administration, Logo Design, Imaging and Branding, Special Event Promotion..., Creative Direction, Content Development, Digital Billboard Design, T-shirt Graphics, Billboard and Outdoor..., Print and Digital Design, Ad Campaign Development, Front End UIX Design, Back-end Development, Photogrpahy, Video Editing and..., Copy Writing, Marketing, Radio Advertising, Radio Promotions, TV Advertising/Promotion, Joomla CMS, WordPress, Drupal CMS, Network Administration, SEM, English, Spanish, Social Media Marketing
Education
University of Phoenix 1996 — 2000
Bachelor's Degree, Information Systems/Business Administration & Marketing
Austin High School 1985 — 1988
High School, General Studies/ Music Composition
Western Technical Institute
Associate of Arts, Micro-Computer Technology
GetInsured July 2015 - Present
GetInsured February 2015 - July 2015
GetInsured September 2013 - February 2015
CIGNA Healthcare July 2012 - September 2013
Waste Management March 2012 - July 2012
Bank of America Merrill Lynch July 2011 - December 2011
Charles Schwab July 2007 - July 2011
Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Series 63, Portfolio Management, Strategic Financial..., Wealth Management, Investments, Securities, Equities, Fixed Income, Retirement, Investment Advisory, Asset Managment, 401k, Financial Analysis, Financial Advisory, Alternative Investments, Investment Strategies, Banking, Bonds, Fixed Annuities, Investment Management, Estate Planning, Series 65, Insurance, Life Insurance, Financial Services, Trading, ETFs, Finance, Team Building, Sales Management, Strategic Planning, Management, Sales, Account Management
Education
Grand Canyon University 2012 — 2013
Bachelor's degree, Accounting
University of Phoenix 2007 — 2009
MBA, Business
Texas A&M Kingsville 1997 — 2002
BA, Finance
TIAA-CREF September 2014 - Present
Vigilare Wealth Management July 2014 - September 2014
Portfolio Wealth Advisors September 2011 - July 2014
Charles Schwab August 1999 - August 2011
Skills
Portfolio Management, Retirement Planning, Social Security Planning, Strategic Financial..., Company Sponsored..., Investment Management, Investment Strategies, Multi-generational..., Life Insurance, Indexed Annuities, Financial Planners, Finance, Financial Analysis, Asset Management, Investments, Wealth, Financial Advisory, Certified Financial..., Financial Modeling, Series 63, Series 7, Social Security, Financial Planning
Education
Certified Financial Planner Board of Standards
CFP
University of Phoenix
MBA, Business
University of Phoenix 1999 — 2001
BS, Business Administration
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo April 2012 - Present
Allegis Group January 2011 - April 2012
Robert Half International March 2010 - January 2011
Office Team September 2009 - January 2010
Charles Schwab June 2008 - April 2009
Bank of America July 1997 - April 2008
Skills
Applicant Tracking..., College Recruiting, Screening Resumes, Internet Recruiting, Talent Acquisition, Onboarding, Job Fairs, Screening, Recruiting, Staffing Services, Temporary Placement, Cold Calling, Employee Relations, Technical Recruiting, Contract Recruitment, Workforce Planning, Hiring, Taleo, Talent Management, Sourcing, Recruitment Advertising, PeopleSoft, Business Networking, Permanent Placement, Human Resources, Background Checks, Performance Management, Training, New Hire Orientations, Leadership, Temporary Staffing, Interviews, Job Coaching, Personnel Management, HR Consulting, Executive Search, Employee Engagement, Deferred Compensation, Employee Benefits, Benefits Administration, Behavioral Interviewing, Vendor Management, Succession Planning, Career Counseling, Employer Branding, HRIS, Job Descriptions, SDLC, HR Policies, Resume Writing
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA)
DoorDash Independent ContractorDoorDashFebruary 2014 - Present
Adecco Staffing, USA at (Google) 2012 - 2013
Charles Schwab March 2000 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Production Coordination, Business Development, Cross-functional Team..., Data Entry, Risk Management, Google Docs, Team Leadership, Program Management, Process Improvement, Management, Team Building, Business Analysis, Recruiting, Sales, Project Management, Leadership
Education
University of Phoenix
Bachelor of Science (BS/SBE), Entrepreneurial and Small Business Operations
O'Paws LLC June 2002 - March 2014
Silicon Valley Bank October 2001 - May 2002
10x Inc October 2000 - December 2000
MeVC Inc December 1999 - June 2000
Bank of America Securities LLP February 1999 - December 1999
NRS - National Regulatory Services March 1998 - January 1999
Charles Schwab March 1990 - September 1997
Skills
New Business Development, Account Management, Management, Event Management, Advertising, Public Relations, Business Strategy, Event Planning, Brand Management, Product Management, Program Management, Process Improvement, Nonprofits, Strategic Partnerships, Marketing, Customer Service, Strategic Planning, Project Management, Strategy, Entrepreneurship, Marketing Strategy, Business Development, Market Research, Analytics, Start-ups, Social Media Marketing, Online Advertising, Email Marketing, Due Diligence
Education
University of San Francisco 1990 — 1991
Master's degree, Marketing and Finance
University of Pittsburgh 1983 — 1985
Bachelor of Science (BS), Economics & Psychology
Charles Schwab November 2014 - Present
Wells Fargo August 2012 - November 2014
Wells Fargo October 2006 - July 2012
Wells Fargo August 2002 - October 2006
Skills
CISSP, Change Management, Information Security, Program Management, Risk Assessment, Risk Management, Security, Disaster Recovery, Management, Policy, SDLC, Information Technology, Financial Risk, Information Security..., Business Continuity, Enterprise Software, Business Analysis, Vendor Management, Governance
Education
University of Phoenix
Bachelor of Science (BS), Computer Science
Charles Schwab February 2013 - Present
Southwest Human Development March 2012 - February 2013
Greenlink Networks September 2011 - November 2011
University of Pennsylvania December 2010 - September 2011
Nancy Mosser Casting January 2010 - April 2010
ACLU January 2009 - April 2009
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Major: Communications & Rhetoric Minor: Italian Studies
US Micro Products June 2013 - Present
Fidelity Investments May 2008 - June 2012
K. Kyser Company January 2001 - January 2007
Charles Schwab September 1989 - March 1992
Skills
Bookkeeping, Accounting, Office Administration, Travel Arrangements, Qualified Retirement..., Customer Service..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, QuickBooks, ISO 9000, Sabre
Education
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Ecole Superieure de Commerce, Lausanne, Suisse 1983 — 1987
Gestion
Charles Schwab February 2001 - August 2013
Pitney Bowes January 1997 - January 2000
JAMI Marketing 1993 - 1997
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Rhode Island, Rhode Island 1990 — 1992
Bachelor of Arts (BA), Political Science and Government
Premier IT, Inc. January 2000 - Present
High Tech Institute 2000 - 2006
Charles Schwab January 1998 - January 2000
Skills
Active Directory, Network Security, Disaster Recovery, IIS, SQL Server, Small Business Server, Linux, Managed Services, Cloud Computing, Cisco, VMware, Windows Server 2008, SaaS, Citrix, Sonicwall, Virtualization, Windows Server, Network Administration, Windows 7, Servers, Hosting, Business Continuity, VoIP, Network Design, Data Center, Microsoft Office, Antivirus, Storage, Firewalls, Operating Systems, VPN, Windows Server 2003, WAN, Web Design, IT Service Management, Small Business, System Administration, SharePoint, Hyper-V, Security, Microsoft Exchange, Cisco Technologies, Network Architecture, Microsoft SQL Server, Information Technology, Microsoft Technologies, HP, Networking, General Awesomeness, DNS
Education
Utah State University 1994 — 1998
Music
University of Phoenix
Bachelor of Science (B.S.) in information Technology, Information Technology
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
Freddie Mac September 2014 - Present
Nationstar Mortgage Retail February 2012 - August 2014
Bank of America April 2009 - February 2012
Bank of America November 2008 - April 2009
Bank of America February 2008 - November 2008
Bank of America October 2004 - February 2008
Colonial Bank April 2003 - September 2004
LPL Financial August 2001 - March 2003
Charles Schwab April 2000 - June 2001
Wells Fargo October 1998 - April 2000
Skills
Banking, Wealth Management, Mortgage Lending, Leadership, Investments, Credit, Customer Service, Mutual Funds, Loans, Strategic Financial..., Management, Portfolio Management, Series 7, Insurance, Securities, Commercial Banking, Finance, Series 63, Training, Real Estate, Financial Services, Coaching, Relationship Management, Process Improvement, Project Management, Sales, Asset Management, Retirement Planning, Equities, Retirement, Private Banking, Life Insurance, Negotiation, Team Building, Fixed Annuities, FINRA, Refinance, Mortgage Banking, Retail Banking, FHA, Loan Origination, Financial Analysis, Credit Analysis, Underwriting, Consumer Lending, Financial Planning
Education
University of Phoenix 2002 — 2004
Bachelor of Science, Business Administration
Actelion November 2014 - Present
Actelion June 2013 - November 2014
Chilton Auto Body February 2013 - May 2013
Charles Schwab 2011 - 2011
XDx October 2008 - May 2010
Target November 2006 - 2008
Skills
Data Entry, Payroll, Employee Relations, Accounts Payable, Clinical Research, Customer Service, Databases, Data Management, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Healthcare Information..., QuickBooks, Data, Accounts Receivable, Analysis, Access
Education
University of Phoenix 2014 — 2017
Master's Degree, Health Administration/ Health Information Systems
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Health Care Administration/ Health Information Systems
Skyline Community College 2008 — 2010
Associate of Science (AS), Office Assistant
El Camino High School 2004 — 2008
High School Diploma
VALIC 2008 - Present
VALIC 2005 - 2008
Charles Schwab 1999 - 2003
Skills
Series 7, Series 63, Retirement Planning, Fixed Annuities, Securities, 401k, Portfolio Management, Investment Advisory, Insurance, Relationship Management, Series 24
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
JPMorgan Chase September 2010 - Present
Charles Schwab September 2009 - September 2010
EquiFirst June 2004 - May 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, FHA financing, Credit Analysis, Banking, Underwriting, Mortgage Underwriting, Consumer Lending, Commercial Lending, Mortgage Servicing, Customer Service, Customer Satisfaction
Education
University of Phoenix
Bachelor of Business Administration (BBA)
Henderson Consulting January 2010 - Present
Charles Schwab January 2005 - December 2010
Education
University of Virginia 2001 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Phoenix 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Financial Management Services
CVS Health January 2014 - December 2014
AIG September 2013 - January 2014
Charles Schwab September 2012 - August 2013
JP Morgan Chase August 2008 - August 2012
JP Morgan Chase August 2007 - August 2008
Unicorn Financial Services October 2004 - August 2007
US Airways February 2000 - October 2004
Skills
Process Improvement, SDLC, Visio, Business Analysis, Vendor Management, Windows Server, Access, Project Management, System Administration, MS Project, Microsoft SQL Server, Active Directory, Data Center, Troubleshooting, Requirements Gathering, Windows, Servers, Requirements Analysis, SharePoint, Team Leadership, Salesforce.com..., Microsoft Exchange
Education
University of Phoenix 2002 — 2003
MCSE 2000, A+, Net+ Certification Course, Information Technology
University of Phoenix 2000 — 2002
Bachelor of Science (B.S.), Information Technology
University of Arizona 1991 — 1993
Information Technology
Charles Schwab April 2011 - Present
Janus March 1997 - January 2011
ANSTEC, Inc. (FDIC) December 1993 - July 1996
Skills
Scrum, Vendor Management, SDLC, Business Analysis, Requirements Analysis, Agile Project Management, Agile Methodologies, Visio, SharePoint, Software Project..., Integration, Business Requirements, Requirements Gathering, Project Management, Security, Program Management, Project Delivery, ITIL, User Acceptance Testing, Leadership, Business Process, IT Management, Process Improvement, Testing, Project Planning, Software Documentation
Education
University of Phoenix 1994 — 1996
MS, Computer Information Systems
SERVPRO of North Central Austin February 2010 - Present
Charles Schwab February 2002 - September 2009
Cofiniti 1996 - 2002
IBM 1994 - 1996
Collaborative Technologies Corporation 1989 - 1994
Skills
General Management, Sales and Marketing, Strategy Planning, Project Management, Coaching and Mentoring, Financial Management, Operations Management, Managerial Finance, Strategic Planning, Competitive Analysis, Strategy, Product Management, Program Management, Leadership, Business Strategy, Management, Product Development, PMP, Business Analysis, Contract Negotiation, Budgets, Team Building, Start-ups, Advertising, Integration, Marketing, Sales, Market Research, Retail, Account Management, Negotiation, Business Planning, Vendor Management, Project Planning, Team Leadership, Enterprise Software, Change Management, Training, Business Development, Coaching, Cross-functional Team..., Financial Analysis, SaaS, Process Improvement, Business Process..., Entrepreneurship, New Business Development, CRM, Project Portfolio..., Human Resources
Education
University of Phoenix 1993 — 1999
Master of Business Administration (M.B.A.), Technology Management
Charles Schwab May 2013 - Present
TriWest Healthcare Alliance August 2010 - April 2013
The Ellman Companies July 2007 - August 2010
Boeing January 1998 - July 2007
Carlson Wagonlit Travel October 1996 - December 1997
The Arizona Biltmore Resort February 1995 - October 1996
America West Airlines May 1988 - February 1995
Skills
Workforce Planning, Onboarding, Benefits Administration, Deferred Compensation, Employee Relations, Employee Engagement, Employment Law, Talent Acquisition, Project Management, Organizational..., Leadership Development, Training, Coaching, Team Leadership, Employee Benefits, FMLA, Human Resources, Personnel Management, PeopleSoft, Applicant Tracking..., HRIS, Leadership, College Recruiting, Succession Planning, Labor Relations, New Hire Orientations, Organizational..., Performance Management, Employee Training, HR Policies, Recruiting
Education
University of Phoenix
Bachelor of Arts (BA), Business Administration, Management and Operations
Charles Schwab July 2013 - Present
Charles Schwab September 2007 - July 2013
American Home Mortgage Servicing 2005 - 2007
Skills
Financial Analysis, Banking, Process Improvement, Strategic Planning, Investments, Business Strategy, Team Building, Microsoft Excel, Customer Service, Microsoft Office, Leadership, Project Management, Management, PowerPoint, Team Leadership, Negotiation, Research, Account Management, Risk Management, Corporate Finance, Finance, Financial Services, Accounting, Securities, Data Analysis, Public Speaking, Portfolio Management, Microsoft Word, Strategic Financial..., Loans, Financial Reporting, Bloomberg, Asset Allocation, Financial Planning
Education
University of Phoenix 2008 — 2010
Bachelors in Business Management, Business Administration, Management and Operations
Valencia Community College
Morgan Stanley Wealth Management December 2012 - August 2013
Christians 4 Biz July 2011 - December 2012
Wells Fargo Bank October 2002 - August 2011
Candidate for US Congress CD7 2010 - 2010
Charles Schwab August 1998 - October 2002
Skills
Business Networking, New Business Development, Business Solutions, Small Business, Business Intelligence, Strategic Planning, Team Leadership, CRM, Entrepreneurship, Start-ups, Lead Generation, Marketing, Management Consulting, Management, Finance, Business Development, Leadership, Banking, Sales Process, Project Management, Business Planning, Executive Management, Direct Sales, Team Building, Cold Calling, Sales Presentations, Marketing Strategy, Strategy, Selling, Program Management, Process Improvement, Social Networking, Strategic Partnerships, Sales Management, Sales, Investments, Social Media Marketing, Risk Management, Business Strategy, Account Management, Budgets, Negotiation
Education
University of Phoenix 2003 — 2006
B.S., Marketing
Danbury High 1987 — 1989
Charles Schwab April 2014 - Present
US Airways May 2008 - April 2014
The Home Depot August 2006 - April 2008
Space Data Corporation 2004 - 2006
BankFirst 1999 - 2003
The Chase Manhattan Bank 1992 - 1999
Skills
Employee Relations, HRIS, Organizational..., Human Resources, Leadership Development, Recruiting, Training, Employee Benefits, Policy, Hiring, PeopleSoft, Deferred Compensation, Talent Acquisition, Program Management, Talent Management, Technical Recruiting, Conflict Resolution, Leadership, Personnel Management, Management, Performance Management, Career Development, Labor Relations, Staff Development, Onboarding, Performance Appraisal, Succession Planning
Education
University of Phoenix
BS, Business Management
Partners Wealth Management - Texas July 2012 - Present
Wells Fargo Advisors January 2006 - July 2012
JPMorgan Chase December 2003 - December 2005
Charles Schwab June 2000 - December 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Series 7, Mutual Funds, Series 63, Series 65, Long Term Care Insurance, portfolio strategies, 401k, Disability Insurance, Financial Analysis, Personal Finance, Health Insurance, Life Insurance, Term Life Insurance, Portfolio Management, Model Portfolios, business succession, 401k Rollovers, 403 b, Traditional IRA, SEP IRA, Simple IRA, Roth IRA, College Education..., 529 Plans, Soccer, Sports Coaching, Player Development, Avid Golfer, Golf, Strategic Financial..., Securities, FINRA, Financial Advisory, Registered Investment..., Investment Advisory, Asset Allocation, Finance, IRAs, Investment Strategies, Retirement
Education
University of Pittsburgh-Bradford 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Anderson High School 1986 — 1990
Martin Jr.High
Transamerica Financial Solutions November 2014 - Present
Williams-Sonoma, Inc. September 2004 - Present
United States Air Force May 1992 - March 2003
Gap Inc October 2002 - January 2003
Charles Schwab June 1998 - September 2001
SegaSoft, Inc. 1996 - 1998
Sega of America 1992 - 1997
Skills
Troubleshooting, Problem Solving, Quality Assurance, Documentation, Operating Systems, Microsoft Office, Mentoring, Customer Relations, Windows, Agile, Word, SharePoint, Integration, Databases, Windows Server 2003, HTML, Production, JavaScript, Subversion, Customer Service, Microsoft Word, Testing, Test Planning, SQL, Oracle, Agile Methodologies, SDLC, Software Documentation, Windows Server, Java, Security, Networking, Project Management, Microsoft Exchange, Linux, Servers, Network Administration, Active Directory, System Administration, Tomcat, Vendor Management, Windows 7, HP, Unix, Hardware, Visio, VMware, E-commerce, Disaster Recovery, Help Desk Support
Education
University of Phoenix 1998 — 2000
BS, Information Systems
Heald Institute of Technology 1994 — 1996
Associate of Applied, Sciences Computer Sciences
Charles Schwab September 2015 - Present
Grand Canyon University May 2014 - April 2015
HotChalk, Inc. July 2013 - May 2014
University of Phoenix August 2007 - June 2012
Greystar 2004 - 2007
City of Tempe Kid Zone Enrichment Program 2001 - 2004
Skills
Team Leadership, Decision Making Skills, Creative Strategy, Strategic Leadership, Organizing, Planning, Time Management, Information Management, Action Oriented, Strategic Communications, Compassion, Customer Relations, Integrity, Listening Skills, Leadership Development, Educational Leadership, Organizational..., Management, Customer Service, E-Learning, Career Development, Conflict Resolution, Program Management, Organizational..., Project Planning, Staff Development, Critical Thinking, Coaching, Employee Training, Entrepreneurship, Leadership, Recruiting, Training, New Business Development, Adult Education, Student Recruiting, Enrollment Management
Education
University of Phoenix 2007 — 2010
Bachelor of Science, Communication
Charles Schwab April 2015 - Present
Randstad Technologies contractor for Charles Schwab June 2014 - April 2015
Philips Respironics September 2013 - May 2014
ChemImage May 2012 - September 2013
InspectTech September 2011 - May 2012
McKesson Automation April 2010 - September 2011
DATEL Software Solutions July 2009 - April 2010
Penn State University September 2006 - January 2007
Skills
C#, Visual Studio, Software Development, MVVM, WPF, ASP.NET MVC, LINQ, Agile Methodolgy, ASP, SQL, .NET, ASP.NET, Scrum, Windows, jQuery, HTML, CSS, Microsoft SQL Server, Software Engineering, Web Development, Java, Databases, JavaScript, Web Services, SQL Server, Subversion, C\C++, Linux, PHP, Network Security, Arduino, Android, Programming, IIS, REST
Education
University of Pittsburgh 2007 — 2009
BA, Information Science
Penn State - Greater 2005 — 2007
BACHELOR, INFORMATION SCIENCE
Team Beachbody January 2012 - Present
University of Phoenix Online January 2008 - June 2010
Charles Schwab January 1996 - January 2008
Charles Schwab January 1996 - January 2008
Skills
Customer Satisfaction, Leadership Development, Customer Retention, Talent Acquisition, Leadership, Conflict Resolution, Performance Management
Education
University of Phoenix 2008 — 2010
Business Management
University of Phoenix Online 2008 — 2010
B.S, Psychology
University of Phoenix Online 2008 — 2010
A.A, Business Management
University of Phoenix Online
A.A, Business Management
University of Phoenix Online
B.S, Psychology
Contractor at Medivation August 2015 - Present
TEKsystems Education Services March 2013 - March 2014
Charles Schwab March 2012 - June 2012
Charles Schwab March 2006 - March 2012
Charles Schwab January 2001 - March 2006
Skills
Program Management, Training, Process Improvement, Strategy, Needs Analysis, Business Analysis, Vendor Management, Management, Learning Management..., Project Management, Agile Methodologies, Change Management, Analysis, Instructional Design, HR Business Partnership, Internal Communications, Corporate Communications, Curriculum Development, Technical Training, Technical Writing, Agile Curriculum..., SDLC, Leadership, Consulting, Product Marketing, Marketing Communications, Strategic Vision, CRM, Cross-functional Team..., Mentoring, Strategic Planning, Team Building, Coaching, Team Leadership, Financial Services
Education
University of Pittsburgh
Political Science
Wells Fargo Wholesale July 2012 - Present
Charles Schwab November 2011 - July 2012
Wells Fargo April 2009 - October 2011
IBAA Enterprises November 2008 - March 2009
Desert Schools Federal Credit Union September 2008 - October 2008
Wells Fargo Bank January 2007 - May 2008
Wells Fargo 2007 - 2008
DHL January 2006 - December 2006
Computer Sciences Corporation for Motorola and Freescale October 2004 - November 2005
CSC Consulting 2004 - 2005
Skills
Vendor Management, Project Management, PMO, PMP, Relationship Management, Project Portfolio..., Business Analysis
Education
University of Phoenix 1994 — 1996
MBA, Business and Marketing
Prudential Group Insurance October 2009 - Present
Charles Schwab March 2005 - September 2009
Peter Piper Pizza Inc January 1992 - January 1996
Skills
Microsoft Office, Video Conferencing, Simulcast video..., IT Hardware Support, Customer Service..., Marketing Strategy, 10 Key, 45+ wpm, Staffing Coordination, Inventory Analysis, Labor Management, Leadership, Management, Event Planning, Office Management, Interviews, Customer Service, Fundraising, Onboarding, Hiring, Spreadsheets, Account Reconciliation, File Management, Calendaring, Expenses, Travel Arrangements, PeopleSoft, Records Management, Invoicing, Outlook, Internet Explorer, Data Entry, Office Administration, Lotus Notes, Microsoft Office 2007, New Hire Training, Organization, Expense Management, Administrative Work, Customer Experience, Administration, Phone Etiquette, Highly detail oriented, Recruiting, Ergonomics, Cognitive Ergonomics, Fax
Education
University of Phoenix 2011 — 2013
Bachelor of Applied Science (BASc), Health/Health Care Administration/Management
University of Phoenix 2009 — 2011
Associate of Science (A.S.), Business Management/Healthcare Administration
Multi-Systems Inc. May 2014 - Present
Farmers Insurance April 2013 - November 2013
Charles Schwab September 2011 - November 2012
Bank of America August 2010 - September 2011
Skills
Insurance, Sales, Customer Service, Call Centers, Life Insurance, Training, Troubleshooting, Windows 7, Mortgage Lending, Windows XP, Windows, Outlook, Banking, Loans, Microsoft Word, Lotus Notes, Employee Benefits, Homeowners, Financial Services, Windows Vista, Software Documentation, Customer Satisfaction
Education
University of Phoenix 2007 — 2008
Elementary Education and Teaching
Mile High Delivers August 2013 - Present
Sprint March 2014 - August 2014
Nexus Web Studio June 2012 - August 2013
Charles Schwab January 2011 - March 2012
CenturyLink January 2009 - June 2010
Sprint 2005 - 2008
Skills
Sales, Customer Satisfaction, Sales Management, Team Leadership, Marketing, Leadership, Customer Retention, Sales Operations, Marketing Strategy, Team Building, Strategy, Networking, Competitive Analysis, Business Development, Business Strategy, Time Management, Product Management, B2B, Entrepreneurship, Project Management, Account Management, New Business Development, Process Improvement, Social Networking, Budgets, Contract Negotiation, Business Analysis, Strategic Partnerships, Strategic Thinking, Critical Thinking, Series 7, Start-ups, Business, Cross-functional Team..., Customer Experience, Operations Management, Web Development, PHP, CSS, HTML, jQuery, JavaScript, SQL, Web Content Management
Education
University of Phoenix 2008 — 2010
Associates of Business, Business Administration and Management, General
StateFarm September 2012 - Present
Charles Schwab April 2010 - September 2012
Farmers Insurance October 2006 - May 2009
Farmers Insurance June 1994 - October 2006
Skills
Call Centers, Commercial Insurance, General Insurance
Education
University of Phoenix 1989 — 1991
MBA
West Liberty University 1972 — 1977
BS Secondary Education, Teaching
Beauty Flyer March 2015 - Present
Rodan and Fields Dermatologists July 2011 - Present
Charles Schwab January 2014 - September 2014
W by Worth August 2012 - January 2014
Xoxo Salon October 2007 - October 2012
L'Oreal - Pureology August 2006 - October 2008
Skills
Leadership, Marketing, Marketing Strategy, New Business Development, Selling, Team Building, Small Business, Management, Entrepreneurship, Social Networking, Coaching, Public Speaking, Sales, Sales Management, Event Management, Business Development, Recruiting, Event Planning, Sales Operations, Budgets, Training
Education
University of Phoenix 2008 — 2013
Bachelor of Science, Business
Minnesota State College Southeast Technical 1999 — 2001
Cosmetology
Oracle August 2014 - Present
Oracle October 2009 - August 2014
GoldenGate Software December 2003 - October 2009
Charles Schwab 1996 - 2003
Skills
Cloud Computing, Enterprise Software, Software Project..., Project Management, Outsourcing, SOA, SaaS, Management, Agile Methodologies, IT Strategy, Start-ups, Leadership, Pre-sales, Software Development, Enterprise Architecture, Strategic Planning, Disaster Recovery, SDLC, Product Management, Professional Services, Team Leadership, Integration, Oracle, Business Intelligence, Data Center, IT Management, Vendor Management, Solution Architecture, Requirements Analysis, Solution Selling, Business Process..., CRM, Strategy, PMP, ITIL, Business Analysis, Strategic Partnerships, Data Warehousing, Business Process, Project Portfolio..., Analytics, Big Data, Databases, Cross-functional Team..., ERP, Process Improvement, Security, Program Management, E-commerce, PMO
Education
University of Pittsburgh
BS, Computer Science
BlindGenie.com January 2010 - March 2013
Farragut Transport LLC 2005 - 2010
Florida Ride Inc 2001 - 2005
Charles Schwab 1995 - 2000
US Navy 1989 - 1995
Skills
Window Treatments, Window Coverings, Window Cleaning, Blinds, Blind Cleaning, Draperies, Window Treatment, Carpet Cleaning, Pressure Washing, Customer Service, Sales, Team Building, Management
Education
Western Governors University
University of Phoenix
Boca Ciega High School 1985 — 1989
American Express September 2011 - Present
American Express November 2009 - February 2011
American Express July 2007 - November 2009
Charles Schwab 2003 - 2007
Office Depot 2001 - 2003
Risk Management Alternatives 1999 - 2001
Skills
Process Improvement, Ariba, Vendor Management, Strategic Sourcing, Procurement, Sourcing, Management, Concur, PowerPoint, SDLC, Time Management, Change Management, Access, Analysis, Leadership, Teamwork, Payroll, Microsoft Excel, Data Analysis, Sales, Accounting, Business Analysis, Cross-functional Team..., Program Management
Education
University of Phoenix
Information Technology
Charles Schwab June 2015 - Present
Lovablestyles Blog May 2013 - Present
Saks Fifth Avenue OFF 5TH November 2014 - December 2014
Su Laing, Chronicle Stones Jewelry Designer February 2014 - April 2014
Bank of America October 2008 - November 2009
Bank of America July 2007 - July 2008
The Check Cashing Store, INC September 2005 - July 2007
The TJX Companies, Inc. July 2003 - May 2005
Big Lots August 2002 - July 2003
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Photoshop, Research, Microsoft Word, Visual Merchandising, Stylists, Styling, Marketing, Blogging, Creative Writing, Social Media Marketing, Inventory Management, Cross Selling, Fashion, Teamwork, Banking, Data Entry, Retail, Merchandising, Illustrator, Time Management, Social Networking, Deposits, Event Planning, Outlook, Social Media, Trend Analysis, Retail Sales, Apparel, Adobe Creative Suite, Fashion Design, Forecasting, Team Leadership, Telephone Skills, Facebook, Brand Development, POS, Trend Forecasting, Fashion Shows, Store Operations, Cashiering, Sales
Education
University of Phoenix 2014 — 2016
Master of Business Administration (MBA), Business administration
Sanford-Brown College 2011 — 2014
Bachelor of Science (B.S.), Retail Merchandise Management
Charles Schwab May 2010 - Present
Grace Care Center August 2013 - Present
Families First July 2011 - January 2013
Junior Achievement of Central Indiana August 2009 - August 2011
Hope for Indianapolis March 2010 - December 2010
Charles Schwab January 2008 - May 2010
Northpoint Home School Co-op July 2008 - December 2009
Charles Schwab January 2003 - December 2007
Charles Schwab January 2000 - December 2003
Charles Schwab October 1997 - January 2000
Skills
Leadership Development, Community Development, Organizational..., Employee Engagement, Onboarding, Coaching, Strategic Planning, Change Management, Employee Relations, Leadership, Performance Improvement, Team Building, Management Development, Talent Management, Succession Planning, Human Resources, Business Planning, Talent Acquisition, Performance Management, Employee Training, Team Leadership, Project Management, Vendor Management, Program Management, Financial Services, Business Strategy, Management Consulting, Non-profits, Budgets, Workshop Facilitation, FINRA, Management, Nonprofits, Organizational..., Process Improvement, Recruiting, Strategy, Training
Education
University of Phoenix 2003 — 2007
Bachelor Science
Financial Industry Regulatory Authority 1997 — 2003
Securities License
Charles Schwab 2003 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Investments, Securities, Investment Strategies, Financial Services, Equities, Asset Management, Retirement, Strategic Financial..., Fixed Income
Education
University of Phoenix 1995 — 1998
Certified Financial Planner™
Sage Advisory Services March 2010 - May 2015
JPMorgan Chase June 2007 - February 2010
Charles Schwab May 2000 - June 2007
Skills
iOS Development, Objective-C, Swift, Mutual Funds, Investments, Business Development, Asset Allocation, Securities, Strategy, Sales, Financial Risk, Trading, Analysis, Building Relationships, Wealth Management, Series 7, Series 63, Series 65, Agile Application..., iPhone Application..., iPad Development, Object Oriented Software, Analytical Reasoning, Object Oriented Design, iOS Design, Mobile Applications, Mobile Interface Design, User Interface Design, User-centered Design, User Stories, Parsing, Research, Content Strategy, HTML5, CSS, Website Development, Website Building, Web Design, Search Engine Ranking, Google Analytics
Education
Mobile Makers Academy 2015 — 2015
iOS Development
Treehouse 2014 — 2014
Front End Web Development
University of Phoenix
Bachelor of Science, Business Administration
Solium Capital December 2014 - July 2015
Charles Schwab November 2006 - May 2014
Skills
Customer Service, Data Entry, Filing, Highly detail oriented, Motivated self-starter, Dependable Team Player, Learners, Highly responsible, pc skills, Problem Solving, excellent verbal and..., Analytical Skills, responsibility, Consistency, Adaptability
Education
University of Phoenix 2014 — 2017
Bachelor’s Degree, Accounting and Business/Management
Blue Shield of California June 2015 - Present
National Association of Professional Women (NAPW) May 2012 - Present
Charles Schwab October 2012 - June 2015
Wyndham Vacation Ownership/Worldmark by Wyndham February 2012 - October 2012
Cbeyond July 2011 - February 2012
Wyndham Vacation Ownership February 2011 - July 2011
ITT Technical Institute 2009 - 2011
Waste Management, Inc. 2008 - 2009
Longs Drugs 2006 - 2009
Homecomings Financial 2006 - 2006
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Recruiting, College Recruiting, Behavioral Interviewing, Talent Management, Training, Screening, Team Building, Employee Relations, Benefits Negotiation, Workforce Planning, Temporary Placement, Interviews, Personnel Management, Screening Resumes, Job Descriptions, Human Resources, CRM, Coaching, Customer Retention, Hiring, Leadership, Management, Sales, Sourcing, Staff Development, Cold Calling, Employee Benefits, Succession Planning
Education
San Jose City College 1988 — 1990
University of Phoenix
Bachelor's degree
West Valley College
William C Overfelt
Visa December 2014 - Present
Blue Shield of California April 2014 - December 2014
Informatica September 2013 - April 2014
Jeld-Wen September 2010 - September 2013
Oregon Institute of Technology September 2012 - August 2013
Pharmacy Computer Services, Inc. November 2009 - August 2010
Move, Inc. January 2005 - November 2009
Charles Schwab July 1999 - October 2004
US Air Force Reserve 1991 - 1997
Skills
Infrastructure, Project Management, Program Management, SDLC, IT Management, Project Portfolio..., Business Process, PMP, Strategy, Management, Enterprise Software, Change Management, Leadership, IT Strategy, Budgets, Human Resources, Analysis, Vendor Management, PMO, Governance, Process Improvement, Information Technology
Education
University of Phoenix
MBA, Technology Management, 3.58
Charles Schwab April 2014 - Present
Randstad June 2012 - April 2014
Denver International Airport 2012 - October 2012
Charles Schwab October 2010 - February 2012
IQNavigator October 2008 - November 2010
Charles Schwab 2007 - 2008
Food Corp October 2003 - December 2007
LEVEL(3) COMMUNICATIONS January 2000 - January 2003
CSG SYSYTEMS January 1999 - January 2000
EDS January 1991 - January 1999
Skills
Team Building, SDLC, Requirements Analysis, RUP, Business Requirements, BABOK, Sharepoint, Business Analysis, Business Process, Visio, iGrafx, Workshop Facilitation, BPMN, Business Process..., Business Process..., SharePoint, SaaS, PMO, Unix, Management, Product Management, Integration, Software Documentation, CRM, IT Management, Process Improvement, Quality Assurance, Oracle, Databases, Testing, Data Warehousing, User Acceptance Testing, Scrum, Analysis, UML, Agile Methodologies, Systems Analysis, Information Technology, Solution Architecture, Software Development, Data Modeling, Consulting, SQL, ETL, Requirements Management, Software Project..., Requirements Gathering, Project Management, Change Management, Vendor Management
Education
University of Pittsburgh
BS, Information Technology
University of Pittsburgh
Information Technology
Make it Right Foundation February 2012 - Present
US Army February 2009 - December 2012
Katrina Aide Today 2007 - 2008
Ochsner Clinic Foundation 2005 - 2007
Coca-Cola Enterprises July 2001 - April 2004
The Coca-Cola Company 2001 - 2004
Charles Schwab 1999 - 2001
Tabernacle church 1995 - 1996
Skills
Human Resources, Budgets, Public Speaking, Community Outreach, PowerPoint, Government, Vendor Management, Microsoft Word, Data Entry, Retail, Training, Office Management, Fundraising, Operations Management, Microsoft Excel, Event Management, Management, Social Media, Microsoft Office, Leadership, Project Management, Recruiting, Account Management, Forecasting, Customer Service, Strategic Planning, Employee Relations, Event Planning, Team Building, Employee Benefits
Education
University of Phoenix 2008 — 2013
Bachelor of Science, Business Management
University of Phoenix 2008 — 2013
Bachelor of Science (BSBM), Business Management
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
Black Knight Financial Services Data & Analytics December 2014 - Present
Charles Schwab April 2014 - December 2014
Primatics Financial April 2013 - April 2014
Primatics Financial November 2011 - April 2013
Freddie Mac November 2010 - November 2011
Freddie Mac October 2008 - November 2010
Freddie Mac November 2007 - October 2008
Alcoa June 2007 - September 2007
Giant Eagle June 2006 - June 2007
Susquehanna International Group March 2005 - August 2005
Skills
Financial Reporting, Finance, Equities, Analytics, Strategic Planning, SDLC, Fixed Income, Business Process..., Capital Markets, Financial Modeling, Risk Management, Financial Analysis, Business Intelligence, Mergers & Acquisitions, Credit Risk, GAAP Standards, Loan Accounting, Agile Application..., MicroStrategy Reporting, Change Management, Business Optimization, Banking, Project Management, Data Management, Decision Modeling, SQL, Relational Databases, Big Data, Leadership, Business Process...
Education
University of Pittsburgh 2004 — 2008
Finance, Accounting
Charles Schwab January 2003 - Present
Fidelity Investments March 1993 - October 2002
United States Marine Corps August 1980 - July 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Phoenix
Master of Management, Management
University of Phoenix
Bachelor of Arts (B.A.), Management
Charles Schwab October 2014 - Present
Charles Schwab March 2008 - September 2014
Mind Streams August 2005 - June 2007
Apollo Group February 2003 - July 2005
John Deere July 1999 - June 2002
Skills
Coaching, Sales, Customer Service, Public Speaking, Lead Generation, Process Improvement, Marketing Strategy, Training, Leadership, Email Marketing, Relationship Management, Risk Management, Financial Analysis, Operations Management, Market Research, Staff Development, Research, Talent Acquisition, Series 7, Business Analysis, Team Leadership, Account Management
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Global Management
Cornell University 1995 — 1999
Bachelor of Science, Mechanical and Aerospace Engineering
Charles Schwab October 2012 - Present
Fidelity Investments August 2010 - October 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments March 2007 - June 2008
Fidelity Investments August 1999 - March 2007
Skills
Management, Strategic Planning, Selling, Coaching
Education
University of Phoenix 1999 — 2005
B.S, Business Management 2005, 3.75
Digital Mark Group, San Diego June 2014 - Present
Charles Schwab 2011 - 2013
The Arizona Republic August 2010 - July 2011
The Arizona Republic April 2006 - August 2010
KSAZ Fox 10 March 2004 - March 2006
Skills
Customer Service, Project Management, Product Training, Financial Services, Marketing, Advertising, Online Advertising, General Office Skills, Sales Presentations, Problem Solving, Digital Media, Digital Marketing, Brokerage, Training, Sales, Marketing Strategy, Social Media
Education
University of Phoenix 2007 — 2010
Bachelor's of Science, Business Marketing
Academy of Television and Radio Broadcasting 2003 — 2004
Television Broadcasting
Aiglysys August 2015 - Present
Let's Rally April 2015 - July 2015
Zenefits January 2015 - April 2015
SportsSignup February 2013 - December 2014
J.F. Shea Co., Inc. April 2012 - November 2012
Charles Schwab October 2010 - April 2012
CH2M HILL June 2010 - September 2010
Paychex April 2007 - May 2010
Skills
Problem Solving, Active Directory, Mentoring, Teamwork, Business Process..., Customer Service, Data Analysis, Microsoft Office, Technical Support, Software Documentation, Negotiation, Project Planning, Team Building, CRM, Troubleshooting, Training, Networking, Databases, Process Improvement, Information Technology, Windows 7, Vendor Management, SharePoint, Team Leadership, Sales, Onboarding, Project Management, Microsoft Exchange, Management
Education
University of Phoenix 2014 — 2016
MBA, Technology Management
University of Phoenix 2008 — 2014
Bachelor's degree, Business Administration and Project Management, 3.45
Canon City High School 01/2005 2001 — 2005
Honors Diploma, High School/Secondary Diplomas and Certificates
Scottrade® Advisor Services March 2015 - Present
Angel Investor January 2014 - March 2015
Charles Schwab July 2013 - January 2014
Sayyadina December 2011 - July 2013
JPMorgan Chase November 2010 - December 2011
U.S. Bank June 2010 - November 2010
Wells Fargo January 2009 - June 2010
Cancun and Grandview Resorts January 2008 - January 2009
Liberty Mutual Insurance September 2006 - January 2008
Cintas September 2002 - September 2006
Skills
CRM, Finance, Leadership, Management, Banking, Project Management, Project Planning, Marketing, Customer Service, Operations Management, Investments, Sales, Budgets, Team Leadership, Strategy, New Business Development, Negotiation, Customer Satisfaction
Education
University of Phoenix 2012 — 2015
Master's degree, Psychology
University of Phoenix 2008 — 2012
Bachelor of Science (B.S.), Business Management
Marine Corps Institute 2000 — 2000
Associate's degree, Finance, General
Marine Corps Institute 2000 — 2000
Associate's degree, Organizational Leadership
Technical Training Center- Meridian, MS 1999 — 1999
Associate's degree, Aviation/Airway Management and Operations
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Charles Schwab November 2012 - June 2014
Schwab Private Client Investment Advisory, Inc July 2007 - October 2012
Charles Schwab & Co. Inc October 2005 - July 2007
Charles Schwab March 2002 - October 2005
Charles Schwab June 1999 - March 2002
Bank of America May 1996 - April 1999
Skills
Portfolio Management, Finance, Financial Risk, Sales, Series 63, Wealth Management..., Call Centers, Certified Financial..., Series 7, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Securities, Retirement Planning, Investment Strategies, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Management, Relationship Management, Strategic Financial..., Equities, Fixed Income, IRAs, Separately Managed..., High Net Worth..., ETFs, Wealth, Financial Planners
Education
University of Phoenix 2008 — 2012
Bachelor of Science, Business Administration
Charles Schwab October 2013 - Present
Fidelity Investments October 2012 - October 2013
Charles Schwab September 2006 - October 2012
Wells Fargo December 2002 - September 2006
Skills
Investments, Portfolio Management, Banking
Education
Cannon Financial 2014 — 2014
Chartered Wealth Strategist
College of Financial Planning 2009 — 2010
MS, Financial Planning
Certified Financial Planner 2007 — 2008
CFP, Finance
University of Phoenix 2005 — 2007
BS in Business Management, Business
Elementary on up
Charles Schwab February 2007 - Present
Charles Schwab June 1999 - February 2007
Landrover of Scottsdale, AZ June 1997 - July 1999
Skills
Customer Service, Employee Engagement, Event Planning, Leadership, Management, Performance Management, Public Relations, Social Media, Succession Planning, Public Speaking, Strategic Planning
Education
University of Phoenix
Charles Schwab June 2015 - Present
Charles Schwab Bank June 2013 - May 2015
Charles Schwab June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Bank of America August 2006 - August 2007
Bank of America January 2005 - July 2006
Skills
JavaScript, HTML5, CSS3, Content Value Analysis, Knowledge Management, Product Management, Banking, Financial Services, Series 7, Series 63, Series 9/10, Securities, Retail Banking, Training, Mortgage Lending, Sales, Wealth Management, Bloomberg, Mutual Funds, Management, Investments, Project Management, Options, Leadership
Education
Hamilton High School 1999 — 2003
HS Diploma, General Studies
University of Phoenix
Charles Schwab October 2014 - Present
Telesoft Corp. November 2013 - Present
Integra Telecom August 2012 - November 2013
Integra Telecom June 2008 - August 2012
Eschelon Telecom June 2006 - June 2008
AT&T March 2003 - September 2005
AT&T June 1996 - March 2003
Skills
Telecommunications, VoIP, MPLS, Telephony, Managed Services, Call Center, Wireless, Account Management, Team Leadership, IP, Ethernet, Customer Satisfaction, Call Centers, T1, Provisioning, Metro Ethernet, Co-location, Routers, Switches, Avaya, Broadband, DSL, DWDM, LAN-WAN, SIP, WAN, SIP Trunking
Education
University of Phoenix
JP Morgan Chase January 2011 - Present
Wells Fargo Bank March 2007 - December 2010
Charles Schwab August 2000 - March 2007
Chase Manhattan Bank October 1992 - August 2000
PriMerit Bank December 1991 - October 1992
Skills
Risk Management, Fraud, Quality Assurance, Call Center, Surveillance, Contact Centers, AML, Securities, Financial Services, Financial Risk, OFAC, Bank Secrecy Act, Banking, USA PATRIOT Act, KYC, FINRA, Operational Risk..., Risk Assessment, Finance, Internal Audit, Loans, Operational Risk, Auditing, Credit Cards, Investments, Insurance, Credit, Enterprise Risk..., Series 24, Call Centers
Education
ABA National Compliance School 2007 — 2008
ABA Graduate School of Compliance Risk Management
University of Phoenix
Certified Financial Planner™ (CFP®) Professional Education Program
University of Phoenix
Call Center Management Certificate Program
University of Phoenix
Organizational Management
Arizona State University
BS, Political Science
Arcadia High School 1983 — 1984
Brophy College Prep 1980 — 1983
PricewaterhouseCoopers November 2012 - Present
Lee Hecht Harrison January 1990 - October 2012
Charles Schwab January 1981 - December 1988
Education
University of Pittsburgh 1974 — 1979
Masters, Counseling
Charles Schwab October 2010 - Present
Charles Schwab & Co. April 2006 - October 2010
INVESTIGATIVE RESEARCH, INC January 2003 - January 2006
Skills
Financial Advisory, Retirement Planning, Series 7, Retirement, Mutual Funds
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Western Michigan University 1998 — 2002
Bachelor of Science (BS), Criminal Justice/Police Science
Charles Schwab August 2015 - Present
Ginger Goddess Design, LLC February 2014 - Present
The Container Store May 2014 - August 2015
State Farm Insurance March 2008 - May 2014
State Farm Agent March 2005 - March 2008
Mikasa February 2002 - December 2005
Skills
Property & Casualty..., Insurance, Home, Commercial Insurance, Umbrella Insurance, Health Insurance, Term Life Insurance, Notary Public, Permanent Life Insurance, General Insurance, Homeowners, Personal Finance, Microsoft Excel, Microsoft Word, Whole Life, Customer Service, Liability
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Finance, General
University of Phoenix 2010 — 2012
Associates, Finance, 3.84
Charles Schwab January 2013 - Present
Money Management International January 2010 - December 2012
Stream Global Solutions July 2009 - January 2010
Direct Marketing Services April 2007 - July 2009
Wells Fargo Home Equity March 2004 - April 2007
Taco Bell June 1996 - March 2004
Skills
Management, Training, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Microsoft Office 2010, Microsoft Access, Microsoft Outlook, Organization, Close Attention to..., People Skills, Outgoing, Dependable Team Player, Time Management, Interviews
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Human Resources Management and Services
University of Phoenix 2012 — 2014
Associate of Arts (A.A.), Business Administration, Management and Operations, Junior
Westview High School 1994 — 1996
GED
Ticketmaster July 2008 - Present
Phoenix Comicon January 2013 - May 2014
ASTD - Valley of the Sun January 2011 - December 2011
ASTD - Valley of the Sun January 2009 - December 2010
Televerde November 2005 - July 2008
Charles Schwab February 1999 - November 2004
Independent Contractor January 1998 - January 2004
Charles Schwab & Co. Inc January 1998 - January 1999
Greater Metropolitan Phoenix Boys and Girls Club January 1997 - January 1998
Skills
E-Learning, Team Building, Behavioral Interviewing, Instructional Design, Training, Adult Education, Distance Learning, Call Center, Instructor-led Training, Leadership Development, Performance Improvement, Leadership, Call Centers, Learning Management..., Executive Coaching, Blended Learning, Captivate, Onboarding, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Training, ADDIE, Employee Training, Camtasia, SnagIt, Organizational..., Performance Consulting, Organizational..., Organizational Learning
Education
University of Phoenix 2004 — 2005
Masters, Adult Education and Distance Learning
Arizona State University 1988 — 1994
BS Recreation, American Humanics
Peoria High School 1984 — 1988
Jill Juneja October 2010 - Present
Experience Matters August 2013 - November 2013
University of Phoenix December 2011 - August 2012
VALLEYLIFE October 2008 - November 2010
Walt Danley Realty February 2006 - January 2008
Virgo Publishing April 2003 - February 2006
East Valley Tribune August 2001 - April 2003
Scottsdale Culinary Institute 2001 - 2001
Charles Schwab 2000 - 2001
Nordstrom December 1999 - October 2000
Skills
Online Marketing, Content Marketing, Social Media Marketing, Marketing Strategy, WordPress, Copywriting, Public Relations, SEO copywriting, Blogging, Mobile Marketing, Business Planning, Web Marketing, Personal Branding, Inbound Marketing, Corporate Branding, Project Management, WordPress Website..., Online marketing..., Employer Branding, Online Project..., Online Marketing..., Web Content Strategist, Scrum, Inbound Marketing..., Search, Social, Content, Mobile Websites, Website Architecture, Non-profit Branding, Start-ups, Marketing, Digital Marketing, Social Media, Integrated Marketing, SEO, Email Marketing
Education
University of Phoenix 1996 — 1998
BS, Business Management
GetInsured November 2013 - March 2015
VALIC April 2010 - November 2013
People to People International February 2010 - February 2012
VALIC December 2010 - April 2011
VALIC August 2010 - November 2010
All Star Kids Tutoring (ASKT) September 2003 - September 2010
Southwest Job Network February 2009 - February 2010
Charles Schwab February 1993 - April 2009
Skills
Retirement Planning, Investments, Series 7, Financial Services, Marketing, Finance, Public Speaking, Securities, Wealth Management, Experienced Trainer, Portfolio Management, Fundraising, Financial Advisory, Fixed Annuities, Asset Management, Estate Planning, Financial Analysis, FINRA, 401k, Insurance, Life Coaching, Installation..., Project Coordination, Series 63, Accident, Life and..., Health Insurance, NPN, Licensed Agent, Retirement
Education
Southwest Institute of Healing Arts 2009 — 2010
Certification, Life Coach
University of Phoenix 2005 — 2005
Certification, Mediation
Washington State University 1974 — 1977
BA English, English Language and Literature, General
Sumner High School 1971 — 1973
HS Diploma
Minico High School 1969 — 1973
TriZan Marketing LLC March 2015 - Present
Specialized Loan Servicing November 2013 - Present
Verizon Business October 2012 - November 2013
Charles Schwab August 2009 - August 2012
Qwest Wireless June 2006 - October 2008
Skills
Training, CRM, Recruiting, Management, Business Development, Team Leadership, Sales, Sales Management, Sales Operations, Performance Management, Employee Training, Budgets, Coaching, Retail, Analysis, Project Management, Product Management, Product Development, Marketing, Operations Management, Team Building, Sales Process
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.75
University of Phoenix 2007 — 2009
Bachelor's degree, Finance, General, 3.5
Honeywell January 2007 - Present
Resources Global Professionals September 2006 - January 2007
JomaxGroup December 2004 - August 2006
Charles Schwab March 2003 - December 2004
Bank One (JP Morgan Chase) July 1991 - July 2002
Skills
PMP, Program Management, PMO, Vendor Management, IT Strategy, ITIL, Project Portfolio..., IT Management, Six Sigma, SDLC, Process Improvement, Change Management, IT Service Management, Business Analysis, Business Process...
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Charles Schwab August 2010 - Present
Texas Medicaid Healthcare Partnership January 2010 - August 2010
Blue Coat Systems November 2008 - January 2010
Sector7 USA July 2007 - March 2009
Soka University of America October 2006 - October 2007
Interactive Computer Products August 2003 - January 2006
Education
University of Phoenix 2003 — 2007
BSIT
Charles Schwab 2007 - Present
Education
University of Phoenix
MBA
Charles Schwab July 2015 - Present
Charles Schwab September 2012 - Present
Charles Schwab January 2006 - August 2012
Charles Schwab April 2003 - January 2006
American Express Financial Advisors 2002 - 2003
Charles Schwab 1999 - 2001
Skills
Series 7, Series 63, series 8 (9/10)
Education
University of Pittsburgh 1990 — 1994
BA, English Writing
Doyenne Leadership Institute (Authentic * Confident * Strong) August 2011 - Present
Various Educational Institutions 2003 - Present
Valley Christian Center October 2012 - December 2012
Charles Schwab March 2011 - March 2012
Wells Fargo Bank (Formerly Wachovia) November 2005 - February 2011
Skills
Leadership Development, Process Improvement, Organizational..., Emerging Leaders..., Coaching, Business Coaching, Business Performance..., Public Speaking, Executive Coaching, Team Building..., Non-profit Leadership, Non-profit Board..., Non-profit Consulting, Leadership, Pricing Strategies, Strategic Planning, Business Strategy Design, Corporate Training, Entrepreneurship..., RFQ, RFP, Performance Management, Leadership Consulting, Change Management, Business Policy, Cross-functional Team..., Critical Thinking, M&A execution, Executive Development, Project Management, E-Learning, Team Effectiveness, Workload Balancing, Management, Project Quality..., Marketing in a Services..., Speed to Revenue..., Team Building, Program Management, Business Strategy, Policy, Fundraising, Nonprofits, Community Outreach, Entrepreneurship, Quality Assurance, Marketing, Workshop Facilitation, Training, Employee Training
Education
University of Phoenix - School of Advanced Studies 2004 — 2009
Doctor of Management (DM), Organizational Leadership
University of Phoenix 2001 — 2003
MBA, Business Administration
University of South Florida 1994 — 1999
BS, Computer Engineering
CS Enterprises, Inc. June 2003 - Present
Charles Schwab November 1989 - July 2001
Skills
Management, Accounting, Insurance, Elder Care, Finance, Public Speaking, Coaching, Time Management, Leadership, Managerial Finance, Strategic Planning &..., Effective Collaboration..., Training and Mentoring, Consultative Selling, Account and Project..., Building...
Education
University of Phoenix 1996 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Dale Carnegie Leadership Training for Managers 1995 — 1995
Business Leadership
Dale Carnegie Course 1993 — 1993
Business Communication
Company Confidential August 2014 - Present
Tube Creations LLC 2008 - 2015
Charles Schwab December 2013 - July 2014
American Express August 2012 - December 2013
Apollo Group August 2011 - August 2012
Apollo Group December 2007 - August 2012
University of Phoenix December 2007 - June 2010
Apollo Group September 2005 - December 2007
PacifiCare of Arizona/United Healthcare January 2002 - August 2005
Getronics/Wang Global January 1998 - August 2000
Skills
Security, Information Security, Identity Management, ITIL, SDLC, CISSP, IT Audit, Security Audits, Information Technology, Linux, Security Management, Active Directory, CISA, Information Security..., SQL, Databases, Disaster Recovery, Networking, TCP/IP, Risk Management, Servers, LDAP, Business Process..., Firewalls, VPN, Quality Assurance, IT Management, Sarbanes-Oxley, Visio, Segregation of Duties, IT Service Management, ILM, SailPoint, Risk Assessment, ISO 27001, PCI DSS, SOX Compliancy, IAM, IT Security Policies, IT Security Assessments, Sarbanes-Oxley Act
Education
University of Phoenix 2006 — 2007
Master of Information Systems Management, Information Systems Management
Western International University 2007 — 2009
Master of Arts, Innovative Leadership, Innovative Leadershp
University of Phoenix 2003 — 2005
BS Information Technology, Information Technology
Melodic Poetry, Inc. March 2013 - Present
Charles Schwab 2009 - 2012
Dynetech Corporation 2004 - 2009
Dynetech Corporation 2001 - 2004
Dynamic Components 1998 - 2001
GE 1997 - 1998
Huntsman 1992 - 1997
Skills
Direct Marketing, Marketing Communications, Lead Generation, Account Management, Sales Management, Event Management, Operations Management, Territory Management, Territory Expansion, Qualifying Prospects, Sales Prospecting, Microsoft Office, Training, Coaching, Trade Shows, Forecasting, Business Planning, Business Development, Road Warrior, Management, Team Building, Contract Negotiation, Sales, Leadership, Event Planning
Education
University of Phoenix 2001 — 2004
Master of Business Administration (M.B.A.), Global Management
University of Tennessee-Knoxville 1986 — 1992
Bachelor of Science (B.S.), Industrial Engineering
USAA January 2012 - Present
"Now Available" September 2011 - January 2012
Charles Schwab 2006 - September 2011
Charles Schwab 2006 - September 2011
American Express 1990 - 1999
Philip Morris 1986 - 1990
ExxonMobil May 1977 - October 1986
Skills
Team Leadership, Operations Management, Word, MVS, Process Improvement, Program Management, Troubleshooting, Vendor Management, MS Project, Software Documentation, Integration, ITIL, IT Management, Analysis, Management, Databases, Risk Management, Leadership, Customer Service, Business Intelligence
Education
Western International University 1999 — 2001
MBA, Management Information Systems
University of Phoenix 1995 — 1997
Bachelor, Business Information Systems
Charles Schwab May 2015 - Present
J.P. Morgan Asset Management September 2012 - May 2015
JPMorgan Chase October 2007 - September 2012
Horizon Blue Cross Blue Shield of NJ 2006 - 2007
Panasonic 2004 - 2006
AT&T 1987 - 2004
Skills
Sourcing, Strategic Sourcing, Vendor Management, Outsourcing, Process Improvement, Contract Negotiation, Cross-functional Team..., Risk Management, Program Management, Temporary Staffing, Business Process..., Change Management, Management, RFP, Strategy, Operations Management, Supply Management, Business Analysis, Procurement, Relationship Management, Oversight
Education
University of Phoenix
Bachelor of Science (B.S.), eBusiness
Charles Schwab January 2014 - Present
Vanguard September 2006 - December 2013
Skills
Series 7, Mutual Funds, Series 6, Investments, Asset Allocation, Relationship Management, Equities, Investment Strategies, Portfolio Management, Asset Managment, FINRA, Securities, Investment Advisory, Financial Services, Series 24, ETFs, Series 63, series 4, CIMA
Education
University of Pittsburgh 1987 — 1991
Bachelor of Science (B.S.), Applied Mathematics
Nerd Crossing January 2011 - Present
Northern California Area Council January 2009 - Present
Boys & Girls Club of El Sobrante March 2008 - Present
Charles Schwab February 2006 - December 2009
Charles Schwab February 2000 - January 2006
IBM Global Services January 1998 - February 2000
IBM Global Services June 1995 - January 1998
IBM February 1994 - January 1995
Skills
Software Development, Unix, ITIL, Linux, Windows, TCP/IP, Virtualization, Java, Requirements Analysis, ClearCase, Non-profit Leadership, Non-profit Board..., Non-profit Boards, Non-profit Fund..., Non-profit Volunteer, Non-profit Director, Entrepreneurship, Social Entrepreneurship, Website Development, Small Business Marketing, Small Business IT..., Small Business Online..., IT Strategy, IT Management, IT Solutions, IT Operations, Team Management, Databases, Project Management, Data Center, Solution Focused, Management, Strategy, Integration, Long-term Customer..., Program Management, Enterprise Architecture, Software Project..., Consulting, Leadership
Education
University of Southern California
BSEE, Electrical Engineering (Computers)
University of Phoenix
MBA, Masters of Business
Charles Schwab January 1999 - Present
Intel June 1997 - January 1998
Education
University of Phoenix
MCSE, IT
AIG Advisor Group 2014 - Present
AssetMark 2012 - March 2014
Charles Schwab 2004 - 2012
Skills
Investments, Financial Services, Leadership, Process Improvement, Securities, Management, Portfolio Management, Project Management, Relationship Management, Series 63, Series 7, Risk Management, Strategic Planning
Education
University of Phoenix 2003 — 2005
N/A
Wells Fargo July 2011 - Present
CDI/Wells Fargo November 2010 - June 2011
COMSYS/IBM/Ameriprise 2008 - 2011
IBM 2004 - 2010
Charles Schwab 2000 - 2004
Ohio Aerospace Institute 1991 - 1997
Skills
Disaster Recovery, Unix, Solaris, Vendor Management, Data Center, AIX, System Administration, Red Hat Linux, High Availability, Virtualization, VMware
Education
Univesity of Phoenix
BSIT, Information Technology
GPS Investments February 2015 - Present
HomeSmart January 2012 - August 2013
Entrust Arizona November 2010 - March 2012
MidFirst Bank March 2009 - July 2010
John Hall & Associates October 2002 - June 2008
Charles Schwab October 2000 - October 2002
Skills
Business Management, Client Relations, Business Process..., Leadership, Sales, First Time Home Buyers, Investment Properties, Investors, Real Estate
Education
University of Phoenix
Business
AssetMark, Inc December 2005 - Present
Charles Schwab 1999 - 2005
Skills
Operations Management, Leadership, Process Improvement, Directors, Insurance, Strategy, Strategic Planning, Call Centers, Business Planning, Business Analysis, Management, Risk Management, Program Management, Vendor Management, Six Sigma, Performance Management, Customer Satisfaction, Training, Mutual Funds, Project Management, Financial Services
Education
University of Phoenix 2013 — 2015
Business Administration and Management, General
Wells Fargo October 2014 - Present
Arizona Department of Transportation April 2014 - December 2014
Charles Schwab September 2012 - December 2013
Honeywell July 2011 - September 2012
Wells Fargo Bank December 2009 - November 2011
ATR 2009 - 2011
LifeLock February 2008 - November 2008
Wells Fargo Bank January 2007 - November 2007
Salt River Project 2006 - 2006
Wells Fargo 2003 - 2005
Skills
Business Analysis, Requirements Analysis, Program Management, Integration, Business Process, Agile Methodologies, Business Requirements, Software Development, Management, SDLC, Visio, Business Process..., Process Improvement, Requirements Gathering, PMO, Project Management, Systems Analysis, Software Project..., SharePoint, Access, Analysis, Business Intelligence, User Acceptance Testing, Vendor Management, Project Portfolio..., PMP, Software Documentation
Education
University of Phoenix 1993 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Desert Saguaro Realty March 2007 - Present
Charles Schwab March 1987 - July 1999
Charles Schwab 1987 - 1994
Skills
Short Sales, Investment Properties, Real Estate, Sellers, Single Family Homes, Property Management, Investments, REO, Rentals, Foreclosures, Buyer Representation, Investors, First Time Home Buyers, SFR, Relocation, Property, Real Property, Listings, New Home Sales, Real Estate Economics, Condos
Education
University of Phoenix 1996 — 1998
Business Management
Charles Schwab July 2000 - Present
Skills
Vendor Management, Disaster Recovery, Enterprise Architecture, SDLC, Unix, Active Directory, Windows Server, Data Center, IT Strategy, IT Management
Education
University of Phoenix
BS, Information Technology
Charles Schwab August 2013 - Present
TEKsystems July 2012 - July 2013
TEKsystems April 2010 - July 2012
Contractor - Charles Schwab, Desktop Standard User project April 2010 - April 2011
Apex Systems November 2009 - April 2010
DMB Associates, Inc. June 2008 - October 2009
US Foodservice June 2005 - June 2008
Skills
Windows Server, Disaster Recovery, Active Directory, IT Service Management, System Deployment, VMware, XP, Servers, SQL, Windows 7, SharePoint, Operating Systems
Education
University of Phoenix 2004 — 2006
MS CIS, Computer Information Systems
West Virginia University 1991 — 1997
BS, Computer Science
Charles Schwab February 2014 - Present
Charles Schwab June 2010 - February 2014
Skills
Software Distribution, ePolicy Orchestrator, IT Security Operations, Financial Services, Mutual Funds, Security Patch..., Equities, ITIL v3 Foundations..., Series 7, Risk Management, Business Analysis, Vendor Management, Group Policy, Marimba, System Center Suite, ETFs, Securities, Management, Team Management, Computer Security, Operating Systems
Education
University of Phoenix 1996 — 1998
MBA
Charles Schwab July 2008 - Present
Guaranty Bank August 2005 - April 2008
Randalls Food Market January 2000 - August 2005
Skills
Portfolio Management, Process Improvement, Mutual Funds, Project Management, Banking, Financial Analysis, Financial Services, 401k, Customer Service, Leadership, Cash Management
Education
University of Phoenix 2008 — 2009
Accounting
Merrill Edge October 2013 - Present
USAA February 2011 - September 2013
MetLife October 2010 - January 2011
Chase August 2009 - March 2010
Valic June 2008 - August 2009
Merrill Lynch June 2007 - April 2008
Charles Schwab June 2005 - May 2007
ING Funds 2004 - 2005
Skills
Equities, Fixed Income, Risk Management, Derivatives, Corporate Finance, Certified Financial..., Mutual Funds, Strategic Financial..., Portfolio Management, Strategy, Analysis, Asset Allocation, Mortgage Lending, Financial Advisory, Financial Services, Uniform Combined State..., Separately Managed..., Finance, Wealth Management, Wealth, Wealth Accumulation..., Investments, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Whole Life, Universal Life, Estate Planning, Retirement, Sales, Marketing, Networking, Insurance, Banking, Series 7, Securities, 401k, 403b, Sales Management, Series 63, Investment Advisory, Investment Strategies, Small Business, Series 65, IRAs, Pensions, Asset Management, Financial Planners, Financial Planning
Education
University of Phoenix 2013 — 2014
MIS, Masters of Information Systems
University of Phoenix 2001 — 2003
MBA, Business Administration and Management, General
University of Wisconsin-Green Bay 1986 — 1990
BS, Business Administration
Ashwaubenon High School 1982 — 1986
Diploma, General Studies
Charles Schwab June 2009 - June 2012
American Express March 2008 - March 2009
USAA June 2006 - November 2007
Skills
Banking, Financial Services, Credit Cards, Credit, Relationship Management, Portfolio Management, Investments, Loans, Training, Employee Benefits, Management
Education
University of Phoenix 2010 — 2013
Pending, Psychology
Solano County October 2000 - Present
Charles Schwab February 1997 - May 2000
Comstock Insurance 1984 - 1986
Skills
Training, Management, Time Management, Event Management, Marketing, Newsletters, Advertising, Databases, Accounting, Data Entry, Government, Spreadsheets, Policy, Office Management, Outlook
Education
University of Phoenix 1999 — 2007
Bachelor's of Science, Business in Information Systems
Ridgeview Financial Planning August 2014 - Present
Charles Schwab May 2009 - August 2014
United States Coast Guard Reserve August 2009 - August 2013
Redwood Credit Union April 2007 - May 2009
Skills
Financial Modeling, Series 7, Series 63, Wealth Management, Asset Allocation, Leadership, Retirement Planning, Investments, Mutual Funds, Securities, Portfolio Management, Program Management, Strategic Financial..., Financial Planning, Investment Advisory, Investment Management
Education
University of Phoenix 2005 — 2008
Finance, Finance
Charles Schwab April 2015 - Present
Verizon Wireless May 2006 - April 2015
Boy Scouts of America January 2002 - January 2006
Western Technical College March 2000 - December 2001
Skills
Case Management, Training & Development, Curriculum Development, Training, Leadership Development, Coaching, Public Speaking, Training Delivery, Team Building, Workshop Facilitation, Job Coaching, Youth Mentoring, Adult Education, Community Outreach, Volunteer Management, Fundraising, Microsoft Office, Nonprofits, Career Counseling, Case Managment, Community Development, Conflict Resolution, Customer Experience, Customer Retention, Customer Satisfaction, Customer Service, Employee Training, Event Planning, Interviews, Organizational..., Policy, Program Development, Program Management, Resume Writing, Sales, Staff Development, Supervisory Skills, Team Leadership, Youth Development
Education
University of Phoenix 2004 — 2006
B.S., Human Services
Charles Schwab June 2011 - Present
Allos Therapeutics, Inc March 2010 - January 2011
Computershare Plan Managers February 2008 - August 2009
Red Robin Gourmet Burgers, Inc September 2004 - February 2008
Red Robin International, Inc September 2004 - July 2006
Davidovich Law Firm, LLC November 2003 - September 2004
1031x.com, Inc April 1998 - September 2003
Skills
PeopleSoft, Management, Corporate Law, Process Improvement, SEC filings, Equities, Tax, Executive Pay, Strategic Planning, Financial Services, Human Resources, Deferred Compensation, Financial Analysis, Auditing, ESPP, Employee Benefits, Stocks, Options, Financial Reporting, System Administration, Microsoft Excel, Finance, Incentive Programs, Customer Service, HRIS, Performance Management, Securities, Project Management, Investments, Restricted Stock, Relationship Management, SEC Filings
Education
University of Phoenix
Bachelor of Science, Business Administration
Charles Schwab November 2010 - Present
DishNetwork October 2000 - November 2010
DishNetwork October 2001 - April 2006
Xcare.net April 2000 - October 2000
Excel Professionals October 1999 - April 2000
TEQ Services April 1998 - October 1999
Corporate and Technical Recruiters August 1996 - April 1998
Transamerica Occidental Life - Los Angeles, CA May 1985 - July 1996
Metropolitan Occidental Insurance Company, New York, NY August 1981 - May 1985
American Express Company, Phoenix, AZ and Ft. Lauderdale FL July 1974 - July 1981
Skills
Unix, Software Quality..., Java, Testing, Process Improvement, Program Management, Quality Center, Quality Assurance, Management, Oracle, Leadership, SDLC, Test Planning, Software Documentation
Education
University of Phoenix 1974 — 1978
BS
Langham Logistics November 2007 - Present
Charles Schwab October 2004 - October 2007
Skills
Customer Service, Logistics, Supply Chain, Process Improvement, Logistics Management, Negotiation, Contract Negotiation, Transportation, Customer Satisfaction, Team Building, Warehousing, Supply Chain Management, 3PL, Strategic Planning, Operations Management, Transportation...
Education
University of Phoenix
Currently studying for Bachelors, Supply Chain Management and Logistics
Charles Schwab March 2008 - Present
Goldman Sachs July 2006 - February 2008
Fidelity Investments June 1996 - July 2006
Education
University of Phoenix 2001 — 2004
BS/BA, Management, marketing, accounting
The Pride Center December 2012 - April 2013
Urban League 2010 - 2010
Hewitt, Lucent, CCMC, Embarq November 2001 - December 2008
Charles Schwab January 1996 - January 2001
Skills
Customer Service, Call Center, Customer Relations, Supervisory Skills, Coaching, Training, Call Centers, Outlook, Microsoft Office, Team Leadership, Public Speaking, Microsoft Excel, Leadership, Research, Process Improvement, Nonprofits, Leadership Development
Education
University of Phoenix 2004 — 2005
none, Business Administration
Western Michigan University 1989 — 1993
B.S., Economics
Comcast November 2007 - Present
Prudential Real Estate February 2003 - June 2007
Charles Schwab June 1996 - October 2002
Education
University of Phoenix 2007 — 2011
Bachelors of Science, Business
Health Net October 2011 - June 2012
Mercy McMahon Terrace March 2009 - December 2010
Davey Resources December 2005 - February 2008
Charles Schwab July 2002 - November 2004
US Post Office (SAIC) April 1999 - May 2002
Deloitte & Touche Consulting May 1997 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Windows, Outlook, •IBM Mainframe, •PL/SQL, •Microsoft Project, •Microsoft Visio, •DB2 Database, •Microsoft Access, •TCP/IP, •Lotus Notes, •Quality Center..., •Microsoft PowerPoint
Education
University of Phoenix-Sacramento Valley Campus 2010 — 2012
Bachelor of Science in Healthcare Administration Degree with a concentration in Information Systems., Health/Health Care Administration/Management, 3.38
Charles Schwab February 2014 - Present
UnitedHealth Group September 2011 - December 2013
Amscot Financial December 2010 - April 2011
Walgreens October 2008 - December 2009
Sears Holdings Corporation December 2007 - December 2009
Skills
Accounting, Analysis, Budgets, Auditing, Accounts Payable, Customer Service, Employee Benefits, Management, Financial Reporting, Research, Risk Management, Financial Analysis, Tax, Money Laundering, Budgeting, Training and Development, Client Services..., Compliance Regulations., Healthcare Management, Coaching Staff, Supervisory Skills, Access, Coaching, Insurance, Invoicing, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management, Strategic Planning, Public Speaking, Team Building, Leadership, Human Resources, Payroll, PowerPoint, Project Planning, Team Leadership
Education
University of Phoenix 2011 — 2012
MSA, Accountancy, 3.7
University of the West Indies, Mona Campus 1997 — 2002
Bachelor's degree, Accounting, Human Resource Management and Management, 3.5
Charles Schwab August 2013 - Present
Charles Schwab August 2013 - February 2015
Charles Schwab September 2012 - August 2013
Bank of America March 2012 - July 2012
Self Employed Business Entrepreneur September 2011 - January 2012
Dell Services/Perot Systems/JJWild November 2006 - August 2011
Dell Services/Perot Systems/JJWild November 2006 - August 2011
Beth Israel Deaconess Hospital-Plymouth June 2009 - October 2009
Mercy Health Systems November 2001 - September 2006
Conoco/Phillips Petroleum June 2001 - October 2001
Skills
Storage Area Networks, Disaster Recovery, Data Center, VMware, Virtualization, Healthcare Information..., Vendor Management, IT Service Management, ITIL, HP, Cloud Computing, Cisco Technologies, Servers, Storage, Integration, Project Management, Six Sigma, PMBOK, EMC Networker, EMC Storage, Windows Server, Wind, Network Administration, Networking, Wireless Networking, Troubleshooting, Technical Writing, Leadership, Team Building, Team Leadership, Teamwork, Team Management, BridgeHead, Business Continuity, Meditech, IBM Tivoli, Solarwinds, Sniffer, Wireshark, Budget, Capital Budgeting, Operating Budgets, Forecasting, Proposal Writing, Resource Management, Data Migration, Security Policy..., Strategic Planning, IT Security Policies, Visio
Education
University of Phoenix-Oklahoma City Campus 2001 — 2003
Masters of Science, Computer Information Systems
University of Phoenix-Oklahoma City Campus 1999 — 2001
Bachelor of Science, Business, Information Systems
Charles Schwab 2008 - 2011
Wachovia, A Wells Fargo Company 2005 - 2008
Education
University of Phoenix 2004 — 2006
MBA, Business Administration and Management, General
University of Pittsburgh 1998 — 2002
B.S. Economics-Cum Laude
Sewickley Academy 1994 — 1998
High School
Charles Schwab 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing
Education
University of Phoenix
Finance and Financial Management Services
Charles Schwab January 2011 - Present
Charles Schwab May 2008 - January 2011
Charles Schwab September 2006 - May 2008
US Army March 1996 - November 2004
Skills
Basics of Unix, Remedy Ticketing System, Malware Analysis, Windows, Military Experience, BMC Remedy, ArcSight, Vulnerability Scanning, Archer, Security Analytics, Computer Security, Information Security, Unix, Software Documentation, SDLC, Disaster Recovery, Solaris, AIX, Integration, Security
Education
University of Phoenix 2010 — 2012
Bachelor's degree, Information Technology
ITT Technical Institute-Arizona 2004 — 2006
Associate of Science (A.S.), Computer Electronics Engineering Technology
Charles Schwab October 2014 - Present
Skills
Customer Service
Education
University of Phoenix 2012 — 2015
Bachelor of Applied Science (BASc), Accounting, Senior
Charles Schwab September 2013 - Present
Insight August 2011 - August 2013
Celestech, Inc. March 2010 - March 2012
City of Phoenix September 2000 - August 2011
Education
University of Phoenix 2002 — 2008
Bachelor of Science (B.S.), Information Technology, 3.4
Charles Schwab June 2015 - Present
Honeywell International, Inc. April 2002 - Present
Apollo Group March 1998 - March 2002
Citibank, N.A. January 1987 - January 1998
Skills
Six Sigma, Finance, Procurement, Cross-functional Team..., Process Improvement, Supply Chain, SAP, Auditing, Management, Supply Chain Management, Forecasting, Business Process..., Lean Manufacturing, Continuous Improvement, IT Management, IT Service Management, ITIL, Integration, PMP, Program Management, Strategy, Vendor Management
Education
University of Phoenix 1999 — 2002
Master of Business Administration (MBA), Global Management