Charles Schwab

Industry: Financial services company

Description

The 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
Brent Christensen Brent Christensen Dallas/Fort Worth Area Details
Brent Christensen's Charles Schwab Experience July 2003 - May 2005
Job Senior Consultant at Hays Companies
Industry Insurance
Experience
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

Fran Gerrish Fran Gerrish Greater Denver Area Details
Fran Gerrish's Charles Schwab Experience January 1997 - May 2005
Job Senior Foreclosure and Deed Recovery Specialist at Statebridge Company
Industry Financial Services
Experience
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

David Supenski David Supenski Phoenix, Arizona Details
David Supenski's Charles Schwab Experience April 2011 - Present
Job Storage Engineer at Charles Schwab
Industry Financial Services
Experience
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

Jacky Hernandez-Moran Jacky Hernandez-Moran Phoenix, Arizona Details
Jacky Hernandez-Moran's Charles Schwab Experience January 2013 - Present
Job Help Desk Ops
Industry Financial Services
Experience
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

Cheryl Giel Hendrickson Cheryl Giel Hendrickson Cleveland/Akron, Ohio Area Details
Cheryl Giel Hendrickson's Charles Schwab Experience October 1999 - Present
Job Senior QA Software Test Engineer at Charles Schwab
Industry Financial Services
Experience
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

Ray Ortega Ray Ortega Phoenix, Arizona Area Details
Ray Ortega's Charles Schwab Experience February 2012 - July 2012
Job Web/Social Media Administrator at Strictly Diesel
Industry Leisure, Travel & Tourism
Experience
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

Ernie Hinojosa MBA Ernie Hinojosa MBA Phoenix, Arizona Area Details
Ernie Hinojosa MBA's Charles Schwab Experience July 2007 - July 2011
Job Account Executive at GetInsured
Industry Health, Wellness and Fitness
Experience
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

Jared M. Hopkins, CFP® Jared M. Hopkins, CFP® Oklahoma City, Oklahoma Area Details
Jared M. Hopkins, CFP®'s Charles Schwab Experience August 1999 - August 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Ruth Armendariz, MBA Ruth Armendariz, MBA Phoenix, Arizona Area Details
Ruth Armendariz, MBA's Charles Schwab Experience June 2008 - April 2009
Job Recruiting & Helping Top Talent join Wells Fargo Consumer Lending Group. Helping our Veterans join Wells Fargo
Industry Consumer Services
Experience
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)

ben salvador Jr ben salvador Jr San Francisco Bay Area Details
ben salvador Jr's Charles Schwab Experience March 2000 - July 2006
Job Independent Contractor at DoorDash
Industry Financial Services
Experience
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

Jonathan Tracy Jonathan Tracy San Francisco, California Details
Jonathan Tracy's Charles Schwab Experience March 1990 - September 1997
Job Founder & Managing Partner at O'Paws LLC
Industry Financial Services
Experience
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

Rachel Bishop, CISSP Rachel Bishop, CISSP Parker, Colorado Details
Rachel Bishop, CISSP's Charles Schwab Experience November 2014 - Present
Job Senior Manager Information Security Analyst at Charles Schwab
Industry Financial Services
Experience
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

Samantha Panu Samantha Panu Phoenix, Arizona Area Details
Samantha Panu's Charles Schwab Experience February 2013 - Present
Job Advisor Services Professional
Industry Financial Services
Experience
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

Debora Kyser Debora Kyser Austin, Texas Area Details
Debora Kyser's Charles Schwab Experience September 1989 - March 1992
Job Bookkeeper at US Micro Products
Industry Consumer Electronics
Experience
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

Christina Esparza Christina Esparza Dallas/Fort Worth Area Details
Christina Esparza's Charles Schwab Experience February 2001 - August 2013
Job Currently seeking opportunities
Industry Financial Services
Experience
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

Karl Bickmore Karl Bickmore Phoenix, Arizona Area Details
Karl Bickmore's Charles Schwab Experience January 1998 - January 2000
Job Partner, Premier IT
Industry Computer Networking
Experience
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

Kristina Vandergriff - Cole, MBA Kristina Vandergriff - Cole, MBA Fair Oaks, California Details
Kristina Vandergriff - Cole, MBA's Charles Schwab Experience 1999 - 2004
Job Regulatory Compliance Manager at DST Systems
Industry Financial Services
Experience
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

Genya Van Houten Genya Van Houten Dallas/Fort Worth Area Details
Genya Van Houten's Charles Schwab Experience April 2000 - June 2001
Job Customer Call Center Senior at Freddie Mac
Industry Financial Services
Experience
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

Justine Crescencio Justine Crescencio South San Francisco, California Details
Justine Crescencio's Charles Schwab Experience 2011 - 2011
Job Patient Case Manager at Actelion
Industry Pharmaceuticals
Experience
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

Cody Gilbert Cody Gilbert Holly Springs, North Carolina Details
Cody Gilbert's Charles Schwab Experience 1999 - 2003
Job RVP, Career Distribution Wholesaling
Industry Financial Services
Experience
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

Iran Sanchez Iran Sanchez Phoenix, Arizona Details
Iran Sanchez's Charles Schwab Experience September 2009 - September 2010
Job Sr Loan Processor at Chase
Industry Financial Services
Experience
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)

Virginia Henderson Virginia Henderson Little Rock, Arkansas Details
Virginia Henderson's Charles Schwab Experience January 2005 - December 2010
Job CEO at Henderson Consulting
Industry Financial Services
Experience
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

Scott DePalma Scott DePalma Gilbert, Arizona Details
Scott DePalma's Charles Schwab Experience September 2012 - August 2013
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
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

Thoy Hartfiel Thoy Hartfiel Greater Denver Area Details
Thoy Hartfiel's Charles Schwab Experience April 2011 - Present
Job Project Manager Mobile Platform at Charles Schwab
Industry Information Technology and Services
Experience
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

Chris von Schweinitz Chris von Schweinitz Austin, Texas Area Details
Chris von Schweinitz's Charles Schwab Experience February 2002 - September 2009
Job President at SERVPRO of North Central Austin
Industry Construction
Experience
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

Amy Behr Amy Behr Phoenix, Arizona Area Details
Amy Behr's Charles Schwab Experience May 2013 - Present
Job Sr. HR Manager at Charles Schwab
Industry
Experience
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

Veronica Narine Veronica Narine Orlando, Florida Details
Veronica Narine's Charles Schwab Experience July 2013 - Present
Job Be the change you want to see in the world.
Industry Financial Services
Experience
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

Christopher Flowers Christopher Flowers Phoenix, Arizona Area Details
Christopher Flowers's Charles Schwab Experience August 1998 - October 2002
Job Financial Advisor Morgan Stanley
Industry Financial Services
Experience
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

Mary Cervantes Mary Cervantes Phoenix, Arizona Area Details
Mary Cervantes's Charles Schwab Experience April 2014 - Present
Job Human Resources Professional
Industry Financial Services
Experience
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

Scott Duncan Mohler Scott Duncan Mohler San Antonio, Texas Details
Scott Duncan Mohler's Charles Schwab Experience June 2000 - December 2003
Job Partner/Wealth Manager at Partners Wealth Management
Industry Financial Services
Experience
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

Renato Alferez Renato Alferez San Francisco Bay Area Details
Renato Alferez's Charles Schwab Experience June 1998 - September 2001
Job Sr System Engineer
Industry Retail
Experience
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

William Travis Sloan William Travis Sloan Phoenix, Arizona Area Details
William Travis Sloan's Charles Schwab Experience September 2015 - Present
Job Associate Broker
Industry Financial Services
Experience
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

Bryce Foster Bryce Foster Austin, Texas Details
Bryce Foster's Charles Schwab Experience April 2015 - Present
Job Software Engineer at Charles Schwab
Industry Computer Software
Experience
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

Ken Healey Ken Healey San Francisco Bay Area Details
Ken Healey's Charles Schwab Experience January 1996 - January 2008
Job Independant Personal Home Fitness Coach
Industry Professional Training & Coaching
Experience
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

Linda Calderone, Certified Scrum Master Linda Calderone, Certified Scrum Master San Francisco, California Details
Linda Calderone, Certified Scrum Master's Charles Schwab Experience March 2012 - June 2012
Job Innovative, Versatile Learning & Development Guru
Industry Human Resources
Experience
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

Sue Welsh Sue Welsh Mesa, Arizona Details
Sue Welsh's Charles Schwab Experience November 2011 - July 2012
Job Sr. Technologies Project Manager (PM5) at Wells Fargo Wholesale International
Industry Information Technology and Services
Experience
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

Diana Spraggins Diana Spraggins Surprise, Arizona Details
Diana Spraggins's Charles Schwab Experience March 2005 - September 2009
Job Sr. Administrative Assistant at Prudential Group Insurance
Industry Insurance
Experience
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

Virginia Barkley Virginia Barkley Mesa, Arizona Details
Virginia Barkley's Charles Schwab Experience September 2011 - November 2012
Job CSSR at Jayson Hoffer Insurance Agency
Industry Insurance
Experience
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

Matt Knezel Matt Knezel Greater Denver Area Details
Matt Knezel's Charles Schwab Experience January 2011 - March 2012
Job Managing Partner at Mile High Delivers
Industry Food & Beverages
Experience
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

Donald Cahill Donald Cahill Phoenix, Arizona Area Details
Donald Cahill's Charles Schwab Experience April 2010 - September 2012
Job StateFarm
Industry Insurance
Experience
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

Adrienne Ptacek Adrienne Ptacek Greater Denver Area Details
Adrienne Ptacek's Charles Schwab Experience January 2014 - September 2014
Job Owner/Master Stylist
Industry Health, Wellness and Fitness
Experience
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

Lisa Schreiber Lisa Schreiber San Francisco Bay Area Details
Lisa Schreiber's Charles Schwab Experience 1996 - 2003
Job Group Vice President at Oracle
Industry Computer Software
Experience
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

Jeff Yerkes Jeff Yerkes Knoxville, Tennessee Details
Jeff Yerkes's Charles Schwab Experience 1995 - 2000
Job BlindGenie
Industry Consumer Services
Experience
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

Christina Burris Christina Burris Phoenix, Arizona Area Details
Christina Burris's Charles Schwab Experience 2003 - 2007
Job Executive Assistant
Industry Financial Services
Experience
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

Shantel A. Johnson Shantel A. Johnson Orlando, Florida Area Details
Shantel A. Johnson's Charles Schwab Experience June 2015 - Present
Job Fashion Merchandising Professional/ Image Consultant/Fashion Blogger
Industry Apparel & Fashion
Experience
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

John Caves, CFP® John Caves, CFP® Indianapolis, Indiana Area Details
John Caves, CFP®'s Charles Schwab Experience May 2010 - Present
Job Christ follower and coach guiding clients to success in five areas: career, financial, physical, social and spiritual
Industry Financial Services
Experience
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

Rhonda Schafer, CFP® Rhonda Schafer, CFP® Scottsdale, Arizona Details
Rhonda Schafer, CFP®'s Charles Schwab Experience 2003 - Present
Job Schwab Private Client Investment Advisory Portfolio Consultant
Industry Financial Services
Experience
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™

Jim Witheril Jim Witheril Austin, Texas Details
Jim Witheril's Charles Schwab Experience May 2000 - June 2007
Job iOS Developer
Industry Computer Software
Experience
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

Danielle Carson Danielle Carson Phoenix, Arizona Area Details
Danielle Carson's Charles Schwab Experience November 2006 - May 2014
Job
Industry Financial Services
Experience
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

Tinesha Modeste CIR Tinesha Modeste CIR San Francisco Bay Area Details
Tinesha Modeste CIR's Charles Schwab Experience October 2012 - June 2015
Job
Industry Human Resources
Experience
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

Mike Korsak, MBA/TM, PMP, SCPM Mike Korsak, MBA/TM, PMP, SCPM San Francisco Bay Area Details
Mike Korsak, MBA/TM, PMP, SCPM's Charles Schwab Experience July 1999 - October 2004
Job Senior Project Manager at Visa
Industry Information Technology and Services
Experience
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

Doug Krueger Doug Krueger Greater Denver Area Details
Doug Krueger's Charles Schwab Experience April 2014 - Present
Job Sr. Business Analyst at Charles Schwab
Industry Information Technology and Services
Experience
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

Karen Griffiths Karen Griffiths Greater New Orleans Area Details
Karen Griffiths's Charles Schwab Experience 1999 - 2001
Job Manager, Human Resources & Office Administration
Industry Architecture & Planning
Experience
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

Jan Hanshaft Jan Hanshaft Orlando, Florida Area Details
Jan Hanshaft's Charles Schwab Experience May 2011 - Present
Job Vice President Operational Services at Charles Schwab
Industry Investment Banking
Experience
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

Ryan Kalez Ryan Kalez Greater Denver Area Details
Ryan Kalez's Charles Schwab Experience April 2014 - December 2014
Job Program Manager Data & Analytics at Black Knight Financial Services
Industry Financial Services
Experience
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

Robert Blunt Sr. Robert Blunt Sr. Woodland Hills, California Details
Robert Blunt Sr.'s Charles Schwab Experience January 2003 - Present
Job Vice President Branch Manager at Charles Schwab
Industry Financial Services
Experience
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

Ben Ramos Ben Ramos Phoenix, Arizona Area Details
Ben Ramos's Charles Schwab Experience October 2014 - Present
Job Corporate Retirement and Brokerage Services
Industry Financial Services
Experience
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

Travis R. Carlisle Travis R. Carlisle Phoenix, Arizona Area Details
Travis R. Carlisle's Charles Schwab Experience October 2012 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

James Maurer James Maurer Poway, California Details
James Maurer's Charles Schwab Experience 2011 - 2013
Job Digital Marketing Consultant for Small and Medium Sized Businesses
Industry Marketing and Advertising
Experience
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

Alex Pate Alex Pate Las Vegas, Nevada Details
Alex Pate's Charles Schwab Experience October 2010 - April 2012
Job ERP Implementation Project Manager at Aiglysys
Industry Information Technology and Services
Experience
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

Elizabeth Erskine Elizabeth Erskine Austin, Texas Details
Elizabeth Erskine's Charles Schwab Experience July 2013 - January 2014
Job Operations Management at Angel Investment
Industry Investment Management
Experience
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

Molly Malone CFP® Molly Malone CFP® Phoenix, Arizona Area Details
Molly Malone CFP®'s Charles Schwab Experience November 2012 - June 2014
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
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

Tyler Mehlhorn, MS, CFP®, CWS® Tyler Mehlhorn, MS, CFP®, CWS® Phoenix, Arizona Area Details
Tyler Mehlhorn, MS, CFP®, CWS®'s Charles Schwab Experience October 2013 - Present
Job Senior Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
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

Diane Schoolitz Diane Schoolitz Glendale, Arizona Details
Diane Schoolitz's Charles Schwab Experience February 2007 - Present
Job Training Manager at Charles Schwab
Industry Financial Services
Experience
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

Jay Melby Jay Melby Greater Denver Area Details
Jay Melby's Charles Schwab Experience June 2015 - Present
Job Senior Technical Product Manager
Industry Financial Services
Experience
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

Talia Tillman Talia Tillman Phoenix, Arizona Area Details
Talia Tillman's Charles Schwab Experience October 2014 - Present
Job at
Industry Telecommunications
Experience
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

Tim Hackett Tim Hackett Phoenix, Arizona Area Details
Tim Hackett's Charles Schwab Experience August 2000 - March 2007
Job Vice President, Compliance Manager at JP Morgan Chase
Industry Financial Services
Experience
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

Shelley Abramson Shelley Abramson Greater New York City Area Details
Shelley Abramson's Charles Schwab Experience January 1981 - December 1988
Job Director, Partner and Leadership Development at PricewaterhouseCoopers
Industry Human Resources
Experience
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

Travis Ranville Travis Ranville Scottsdale, Arizona Details
Travis Ranville's Charles Schwab Experience October 2010 - Present
Job Retirement Business Services Manager at Charles Schwab
Industry Financial Services
Experience
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

Alicia Cardona Alicia Cardona Orlando, Florida Area Details
Alicia Cardona's Charles Schwab Experience August 2015 - Present
Job Relationship Specialist at Charles Schwab
Industry Insurance
Experience
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

Karen (Karen Lewis) Bundrage Karen (Karen Lewis) Bundrage Phoenix, Arizona Details
Karen (Karen Lewis) Bundrage's Charles Schwab Experience January 2013 - Present
Job Move Money at Charles Schwab
Industry Financial Services
Experience
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

Monica Quijada Monica Quijada Phoenix, Arizona Area Details
Monica Quijada's Charles Schwab Experience February 1999 - November 2004
Job Instructional Designer at Ticketmaster
Industry Entertainment
Experience
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 Jill Juneja Phoenix, Arizona Area Details
Jill Juneja's Charles Schwab Experience 2000 - 2001
Job Digital Strategist & Content Marketing Consultant Inbound Marketing Certified by HubSpot
Industry Marketing and Advertising
Experience
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

Adele Beckwith Adele Beckwith Phoenix, Arizona Area Details
Adele Beckwith's Charles Schwab Experience February 1993 - April 2009
Job Licensed Agent
Industry Insurance
Experience
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

Joshua Krazan Joshua Krazan Castle Rock, Colorado Details
Joshua Krazan's Charles Schwab Experience August 2009 - August 2012
Job Director of Operations at TriZan Marketing LLC
Industry Marketing and Advertising
Experience
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

Barbara Schmidt Barbara Schmidt Phoenix, Arizona Area Details
Barbara Schmidt's Charles Schwab Experience March 2003 - December 2004
Job Manager, Senior Program Manager, Honeywell
Industry Information Technology and Services
Experience
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

Don Cathey Don Cathey Austin, Texas Area Details
Don Cathey's Charles Schwab Experience August 2010 - Present
Job Systems Administrator at Charles Schwab
Industry Information Technology and Services
Experience
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

Anthony Zeller Anthony Zeller San Francisco Bay Area Details
Anthony Zeller's Charles Schwab Experience 2007 - Present
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab   2007 - Present

Education
University of Phoenix
MBA

Scott Keppel Scott Keppel Phoenix, Arizona Area Details
Scott Keppel's Charles Schwab Experience July 2015 - Present
Job Sr.Manager Corporate Compliance Surveillance and Technology at Charles Schwab
Industry Financial Services
Experience
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

Dr. Nadia Brown, DM Dr. Nadia Brown, DM Phoenix, Arizona Area Details
Dr. Nadia Brown, DM's Charles Schwab Experience March 2011 - March 2012
Job Women's Leadership Author | Trainer | Speaker | Mentoring High Achieving Women Leaders | Doyenne Leadership Institute
Industry Professional Training & Coaching
Experience
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

Joe Sprague Joe Sprague Greater Denver Area Details
Joe Sprague's Charles Schwab Experience November 1989 - July 2001
Job Marketing/Sales at CS Enterprises, Inc.
Industry Real Estate
Experience
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

Deb Bond, CISSP, CISA Deb Bond, CISSP, CISA Phoenix, Arizona Area Details
Deb Bond, CISSP, CISA's Charles Schwab Experience December 2013 - July 2014
Job Senior GRC Risk Analyst at Company Confidential
Industry Computer & Network Security
Experience
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

Aundra Johnson Aundra Johnson Orlando, Florida Area Details
Aundra Johnson's Charles Schwab Experience 2009 - 2012
Job Independent Contractor Consulting with Daymond John Academy, Global REIT, Zurixx, et al
Industry Financial Services
Experience
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

Dexter B White Dexter B White San Antonio, Texas Details
Dexter B White's Charles Schwab Experience 2006 - September 2011
Job Sr Sys Engineer at USAA
Industry Information Technology and Services
Experience
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

Jeanne Landes Jeanne Landes Greater Denver Area Details
Jeanne Landes's Charles Schwab Experience May 2015 - Present
Job Managing Director, Vendor Oversight at Charles Schwab
Industry Financial Services
Experience
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

Mike Pron Mike Pron Greater Philadelphia Area Details
Mike Pron's Charles Schwab Experience January 2014 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
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

James T Hammack James T Hammack San Francisco Bay Area Details
James T Hammack's Charles Schwab Experience February 2006 - December 2009
Job Founder/Chief Nerd at Nerd Crossing
Industry Information Technology and Services
Experience
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

Andrew Haws Andrew Haws Phoenix, Arizona Area Details
Andrew Haws's Charles Schwab Experience January 1999 - Present
Job charles schwab
Industry Information Technology and Services
Experience
Charles Schwab   January 1999 - Present
Intel  June 1997 - January 1998

Education
University of Phoenix
MCSE, IT

J. Adam Voyles J. Adam Voyles Phoenix, Arizona Area Details
J. Adam Voyles's Charles Schwab Experience 2004 - 2012
Job Experienced Leader and Licensed Broker
Industry Financial Services
Experience
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

Doug Greenwald Doug Greenwald Phoenix, Arizona Area Details
Doug Greenwald's Charles Schwab Experience 2000 - 2004
Job Systems Engineer at Wells Fargo
Industry Financial Services
Experience
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

Alisia Northrop Alisia Northrop Phoenix, Arizona Area Details
Alisia Northrop's Charles Schwab Experience October 2000 - October 2002
Job
Industry Investment Management
Experience
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

Kim Elkins Kim Elkins Phoenix, Arizona Area Details
Kim Elkins's Charles Schwab Experience 1999 - 2005
Job Vice President of Operations at AssetMark, Inc
Industry Financial Services
Experience
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

Lynn Guilkey Lynn Guilkey Phoenix, Arizona Area Details
Lynn Guilkey's Charles Schwab Experience September 2012 - December 2013
Job Senior Business Analyst at Arizona Department of Transportation
Industry Information Technology and Services
Experience
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

Rochelle LaRose Rochelle LaRose Phoenix, Arizona Area Details
Rochelle LaRose's Charles Schwab Experience March 1987 - July 1999
Job Broker/Owner at Desert Saguaro Realty
Industry Real Estate
Experience
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

Steve Owensby Steve Owensby Phoenix, Arizona Area Details
Steve Owensby's Charles Schwab Experience July 2000 - Present
Job Senior Staff at Charles Schwab
Industry Information Technology and Services
Experience
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

Dorian Monroe Dorian Monroe Phoenix, Arizona Area Details
Dorian Monroe's Charles Schwab Experience August 2013 - Present
Job Sr. Systems Engineer at TEKsystems
Industry Financial Services
Experience
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

Clint Hacker Clint Hacker Phoenix, Arizona Area Details
Clint Hacker's Charles Schwab Experience February 2014 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
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

Nicole Polanco Aldrete Nicole Polanco Aldrete Austin, Texas Area Details
Nicole Polanco Aldrete's Charles Schwab Experience July 2008 - Present
Job RBS Cash Operations Lead at Charles Schwab
Industry Financial Services
Experience
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

Andrew Simmons, CFP®, MBA Andrew Simmons, CFP®, MBA Phoenix, Arizona Area Details
Andrew Simmons, CFP®, MBA's Charles Schwab Experience June 2005 - May 2007
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Margarita (Margarita Pripilitsky) Alcantara Margarita (Margarita Pripilitsky) Alcantara Phoenix, Arizona Area Details
Margarita (Margarita Pripilitsky) Alcantara's Charles Schwab Experience June 2009 - June 2012
Job Personalized Customer Service and Sales
Industry Consumer Services
Experience
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

Mila de la Paz Mila de la Paz San Francisco Bay Area Details
Mila de la Paz's Charles Schwab Experience February 1997 - May 2000
Job Administrative Assistant
Industry Government Administration
Experience
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

Brandon Grundy, CFP Brandon Grundy, CFP Santa Rosa, California Details
Brandon Grundy, CFP's Charles Schwab Experience May 2009 - August 2014
Job Principal at Ridgeview Financial Planning
Industry Financial Services
Experience
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

Jared Perez Jared Perez El Paso, Texas Details
Jared Perez's Charles Schwab Experience April 2015 - Present
Job Adult Learning Specialist
Industry Education Management
Experience
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

Julie Morton, CEP Julie Morton, CEP Greater Denver Area Details
Julie Morton, CEP's Charles Schwab Experience June 2011 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
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

Carolyn Goetz Carolyn Goetz Greater Denver Area Details
Carolyn Goetz's Charles Schwab Experience November 2010 - Present
Job Senior IT Manager at Charles Schwab
Industry Information Technology and Services
Experience
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

Megan Sisson Megan Sisson Indianapolis, Indiana Area Details
Megan Sisson's Charles Schwab Experience October 2004 - October 2007
Job Track & Trace Lead at Langham Logistics
Industry Logistics and Supply Chain
Experience
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

David Ethington AAMS® David Ethington AAMS® Phoenix, Arizona Details
David Ethington AAMS®'s Charles Schwab Experience March 2008 - Present
Job Branch Operations Manager
Industry Financial Services
Experience
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

Don Champagne Don Champagne Fort Lauderdale, Florida Details
Don Champagne's Charles Schwab Experience January 1996 - January 2001
Job Office Assistant
Industry Nonprofit Organization Management
Experience
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

Jackie Fields Jackie Fields Greater Chicago Area Details
Jackie Fields's Charles Schwab Experience June 1996 - October 2002
Job Sales Consultant at Comcast
Industry Telecommunications
Experience
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

Loretta Pasch Loretta Pasch Stockton, California Area Details
Loretta Pasch's Charles Schwab Experience July 2002 - November 2004
Job Business Analyst at Health Net
Industry Information Technology and Services
Experience
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

Nicki-Ann Thomas-Forbes Nicki-Ann Thomas-Forbes Orlando, Florida Details
Nicki-Ann Thomas-Forbes's Charles Schwab Experience February 2014 - Present
Job Associate Managed Accounts & Advised Operations at Charles Schwab
Industry Accounting
Experience
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

Peter Steinmetz Peter Steinmetz Orlando, Florida Area Details
Peter Steinmetz's Charles Schwab Experience August 2013 - Present
Job Service Catalog Manager at Charles Schwab
Industry Information Technology and Services
Experience
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

Stephanie Morton Stephanie Morton Newport, Rhode Island Details
Stephanie Morton's Charles Schwab Experience 2008 - 2011
Job Experienced Financial Services Professional
Industry Financial Services
Experience
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

Daniel Rudin Daniel Rudin Orlando, Florida Area Details
Daniel Rudin's Charles Schwab Experience 2011 - Present
Job
Industry Financial Services
Experience
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

Daniel Bartolome Daniel Bartolome Chandler, Arizona Details
Daniel Bartolome's Charles Schwab Experience January 2011 - Present
Job Information Security Analyst at Charles Schwab
Industry Financial Services
Experience
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

Kat Krick Kat Krick Gilbert, Arizona Details
Kat Krick's Charles Schwab Experience October 2014 - Present
Job Associate Brokerage Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab   October 2014 - Present

Skills
Customer Service

Education
University of Phoenix   2012 — 2015
Bachelor of Applied Science (BASc), Accounting, Senior

Jackie Lo Jackie Lo Phoenix, Arizona Details
Jackie Lo's Charles Schwab Experience September 2013 - Present
Job Software Application Engineer at Charles Schwab
Industry Information Technology and Services
Experience
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

Ronnie Zito-Tindale Ronnie Zito-Tindale Phoenix, Arizona Details
Ronnie Zito-Tindale's Charles Schwab Experience June 2015 - Present
Job Manager Corporate Vendor Management at Charles Schwab
Industry Financial Services
Experience
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

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