Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Jim Garrity, AAMS® Jim Garrity, AAMS®'s Charles Schwab Experience December 2003 - December 2014
Job Financial Planner at LPL Financial 7273469500
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
Vince Castagnolo Vince Castagnolo's Charles Schwab Experience February 2007 - April 2009
Job Account Executive at Marketo
Industry Computer Software
Experience
Marketo January 2015 - Present
Marketo December 2013 - December 2014
Colliers International April 2010 - June 2013
Charles Schwab February 2007 - April 2009
Sunnyvale Nursery & Garden Center January 2004 - January 2005
Skills
Real Estate, Commercial Real Estate, Business Development, Brokerage, Risk Management, Networking, Sales, Financial Analysis, Corporate Real Estate, Strategic Planning, Account Management, Selling, Building Relationships, Location Intelligence, Leases, Real Estate Economics, Property, Disposition, Marketo, Digital Marketing, Salesforce.com
Education
University of San Francisco
Business Management, Hospitality Industry
Marketo January 2015 - Present
Marketo December 2013 - December 2014
Colliers International April 2010 - June 2013
Charles Schwab February 2007 - April 2009
Sunnyvale Nursery & Garden Center January 2004 - January 2005
Skills
Real Estate, Commercial Real Estate, Business Development, Brokerage, Risk Management, Networking, Sales, Financial Analysis, Corporate Real Estate, Strategic Planning, Account Management, Selling, Building Relationships, Location Intelligence, Leases, Real Estate Economics, Property, Disposition, Marketo, Digital Marketing, Salesforce.com
Education
University of San Francisco
Business Management, Hospitality Industry
Henry (Hank) V.M. Multala Henry (Hank) V.M. Multala's Charles Schwab Experience August 2005 - April 2006
Job Vice President Strategic Growth at Cetera Financial Specialists and The Legend Group (Palm Beach Gardens, FL)
Industry Financial Services
Experience
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Cetera Financial Specialists January 2014 - Present
Lincoln Investment Planning August 2011 - January 2014
Adviser First Consulting & Recruiting January 2009 - January 2014
LPL June 2006 - March 2009
Charles Schwab August 2005 - April 2006
FSC December 2004 - August 2005
Merrill Lynch May 1998 - December 2004
Dean Witter Reynolds January 1993 - May 1998
US Navy February 1983 - December 1992
Skills
Recruiting, Contract Negotiation, Management, Retirement Planning, Wealth Management, Asset Managment, Succession Planning, Practice Management
Education
University of Rochester 1987 — 1991
BS, Mechanical Engineering
Jarrod Facchino Jarrod Facchino's Charles Schwab Experience October 2003 - Present
Job Senior Manager, Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2003 - Present
Bank of America July 2000 - May 2003
First Union National Bank 1998 - 2000
First Union National Bank 1996 - 1998
First Union National Bank 1995 - 1996
First Union National Bank 1994 - 1995
Education
University of South Carolina-Columbia 1988 — 1991
B.S., Media Arts
Charles Schwab October 2003 - Present
Bank of America July 2000 - May 2003
First Union National Bank 1998 - 2000
First Union National Bank 1996 - 1998
First Union National Bank 1995 - 1996
First Union National Bank 1994 - 1995
Education
University of South Carolina-Columbia 1988 — 1991
B.S., Media Arts
Eddie McGowan Eddie McGowan's Charles Schwab Experience December 2003 - September 2004
Job President at Collaborent Search
Industry Hospital & Health Care
Experience
Collaborent Search April 2015 - Present
Carson Kolb Healthcare Group September 2009 - Present
Carson Kolb Healthcare Group December 2006 - September 2009
Merritt Hawkins January 2005 - December 2006
Charles Schwab December 2003 - September 2004
Morgan Stanley November 1995 - December 2003
Skills
Healthcare, Interviewing, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Hospitals, Customer Service, Employee Relations, Talent Acquisition, Team Building, Coaching, New Business Development, Account Management, Sourcing, Cold Calling, Leadership, Sales, Recruiting, Human Resources, Physicians, Applicant Tracking..., Interviews, Permanent Placement, Temporary Placement, Temporary Staffing, Staffing Services, Executive Search, Internet Recruiting, Technical Recruiting, Healthcare Consulting, Training, Resume Writing, Physician Relations
Education
University of San Diego 1988 — 1991
Collaborent Search April 2015 - Present
Carson Kolb Healthcare Group September 2009 - Present
Carson Kolb Healthcare Group December 2006 - September 2009
Merritt Hawkins January 2005 - December 2006
Charles Schwab December 2003 - September 2004
Morgan Stanley November 1995 - December 2003
Skills
Healthcare, Interviewing, Contract Negotiation, Customer Relations, Negotiation, Strategic Planning, Hospitals, Customer Service, Employee Relations, Talent Acquisition, Team Building, Coaching, New Business Development, Account Management, Sourcing, Cold Calling, Leadership, Sales, Recruiting, Human Resources, Physicians, Applicant Tracking..., Interviews, Permanent Placement, Temporary Placement, Temporary Staffing, Staffing Services, Executive Search, Internet Recruiting, Technical Recruiting, Healthcare Consulting, Training, Resume Writing, Physician Relations
Education
University of San Diego 1988 — 1991
Ken Clift Ken Clift's Charles Schwab Experience December 2007 - August 2010
Job Senior Advisor
Industry Investment Management
Experience
Schultz Collins Investment Counsel August 2010 - Present
Charles Schwab December 2007 - August 2010
Charles Schwab and Company 1993 - 2007
Skills
Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Investment Advisory, Wealth Management, Financial Markets, Economics, Strategy, Investment Strategies, Securities, Alternative Investments, ETFs, Series 24, Capital Markets, Financial Services, Retirement, Asset Management, Strategic Financial..., Financial Advisory, Analysis, Hedge Funds, Equity Trading, Valuation, Trading, Financial Modeling, Derivatives, Series 63, Investment Management, Corporate Finance, Trading Systems, Financial Risk, Options, Retirement Planning, Banking, Bloomberg, Bonds, Emerging Markets, Financial Analysis, Institutional..., Private Equity, Equity Research
Education
University of San Francisco 2004 — 2006
Masters of Science, Financial Analysis
University of San Francisco 1999 — 2003
BS, Applied Economics
Schultz Collins Investment Counsel August 2010 - Present
Charles Schwab December 2007 - August 2010
Charles Schwab and Company 1993 - 2007
Skills
Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Investment Advisory, Wealth Management, Financial Markets, Economics, Strategy, Investment Strategies, Securities, Alternative Investments, ETFs, Series 24, Capital Markets, Financial Services, Retirement, Asset Management, Strategic Financial..., Financial Advisory, Analysis, Hedge Funds, Equity Trading, Valuation, Trading, Financial Modeling, Derivatives, Series 63, Investment Management, Corporate Finance, Trading Systems, Financial Risk, Options, Retirement Planning, Banking, Bloomberg, Bonds, Emerging Markets, Financial Analysis, Institutional..., Private Equity, Equity Research
Education
University of San Francisco 2004 — 2006
Masters of Science, Financial Analysis
University of San Francisco 1999 — 2003
BS, Applied Economics
Tim Fay Tim Fay's Charles Schwab Experience December 1997 - June 2001
Job Investment Professional at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2004 - Present
American Express June 2001 - March 2004
Charles Schwab December 1997 - June 2001
Skills
Investments, Journalism, Business Journalism, Creative Writing, Series 7, Securities
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Arts (BA), European History
The Vanguard Group March 2004 - Present
American Express June 2001 - March 2004
Charles Schwab December 1997 - June 2001
Skills
Investments, Journalism, Business Journalism, Creative Writing, Series 7, Securities
Education
University of South Carolina-Columbia 1984 — 1988
Bachelor of Arts (BA), European History
Julie Chavez Julie Chavez's Charles Schwab Experience 1998 - 2000
Job Account Executive, AVP at Willis
Industry Human Resources
Experience
Willis November 2013 - Present
Willis October 2011 - Present
East Bay School for Boys 2014 - 2014
Human Capital Consulting Services June 2011 - October 2011
Craford Benefit Consultants March 2008 - June 2011
The Coeus Group 2004 - 2004
Minorplanet 2002 - 2003
Allied Riser Corporation 2000 - 2001
Charles Schwab 1998 - 2000
Skills
Bilingual, Customer Relations, Employee/Labor Relations, Organizational..., Change Management, Business Process..., Strategy Development, Strategic Communications, Team Leadership, Training & Development, Employee Relations, Employee Training, Personnel Management, Customer Service, Employee Engagement, Strategy, Performance Management, Leadership, Strategic Planning, Employee Benefits, Vendor Management, Benefits Administration, Human Resources, Management, Program Management, Organizational Design, Training
Education
University of San Francisco 1989 — 1992
BA
National Holistic Institute
Certification in Massage & Kinesiology Therapy
Willis November 2013 - Present
Willis October 2011 - Present
East Bay School for Boys 2014 - 2014
Human Capital Consulting Services June 2011 - October 2011
Craford Benefit Consultants March 2008 - June 2011
The Coeus Group 2004 - 2004
Minorplanet 2002 - 2003
Allied Riser Corporation 2000 - 2001
Charles Schwab 1998 - 2000
Skills
Bilingual, Customer Relations, Employee/Labor Relations, Organizational..., Change Management, Business Process..., Strategy Development, Strategic Communications, Team Leadership, Training & Development, Employee Relations, Employee Training, Personnel Management, Customer Service, Employee Engagement, Strategy, Performance Management, Leadership, Strategic Planning, Employee Benefits, Vendor Management, Benefits Administration, Human Resources, Management, Program Management, Organizational Design, Training
Education
University of San Francisco 1989 — 1992
BA
National Holistic Institute
Certification in Massage & Kinesiology Therapy
Eliza Jamkochian Eliza Jamkochian's Charles Schwab Experience January 2006 - November 2006
Job Owner of Glamorous Boutique
Industry Public Relations and Communications
Experience
Glamorous Boutique- Fashion by the Season November 2011 - Present
Nordstrom July 2011 - December 2011
Atlas 2009 - 2011
Charles Schwab January 2006 - November 2006
Skills
Visual Merchandising, Sales, Jewelry, Customer Service, Event Planning, Professional Stylist, Management, Customer Satisfaction, Retail, Merchandising, Styling, Social Media Marketing, Time Management, Social Networking, Fashion
Education
University of San Francisco 2004 — 2008
Bachelors of Arts, Communication
Acalanes 1999 — 2003
Dimploma
Glamorous Boutique- Fashion by the Season November 2011 - Present
Nordstrom July 2011 - December 2011
Atlas 2009 - 2011
Charles Schwab January 2006 - November 2006
Skills
Visual Merchandising, Sales, Jewelry, Customer Service, Event Planning, Professional Stylist, Management, Customer Satisfaction, Retail, Merchandising, Styling, Social Media Marketing, Time Management, Social Networking, Fashion
Education
University of San Francisco 2004 — 2008
Bachelors of Arts, Communication
Acalanes 1999 — 2003
Dimploma
Eddy Gutierrez Eddy Gutierrez's Charles Schwab Experience 2005 - 2009
Job Vice President Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Archdiocese of San Francisco May 2014 - Present
Merrill Lynch 2009 - Present
Charles Schwab 2005 - 2009
Wells Fargo Advisors 2004 - 2005
Wachovia Securities Financial Network 2001 - 2004
UBS 1999 - 2001
Prudential Financial 1992 - 1999
Lehman Brothers 1990 - 1992
Skills
Series 7, Investment Advisory, Alternative Investments, Securities, Equities, Investments, Strategic Financial..., Risk Management, Wealth Management, Series 63, Business Strategy, Series 65, Investment Strategies, Mutual Funds, 401k Rollovers, 401k, Bonds, Portfolio Management, Investment Management, Asset Management, Trading, Mortgage Lending, Asset Allocation, Due Diligence, Estate Planning, Finance, Mergers & Acquisitions, Strategic Planning, Uniform Combined State..., Wealth Management..., Retirement Planning, ETFs, Financial Advisory, FINRA
Education
Saint Ignatius College Preparatory
University of San Francisco
Mitch Carlton Mitch Carlton's Charles Schwab Experience October 2011 - October 2012
Job Development Integration Testing Coordinator at PGi
Industry Information Technology and Services
Experience
PGi November 2012 - Present
Charles Schwab October 2011 - October 2012
Fiserv March 2008 - September 2012
Fiserv March 2002 - September 2008
WorldCom March 2000 - March 2002
Skills
Quality Assurance, System Integration..., Integration Testing, SDLC, Agile Methodologies, Quality Center, Requirements Analysis, Software Quality..., Scrum, Testing, Test Director, Cloud Computing, JCL, TSO, ISPF, SDSF, WinRunner, SQL, CICS, Hiperstation, GUI, Fileaid, SOA Testing, QTP, Dimensions, SoapUI, REST, Team Track, EFT, ACH, NACHA, ClearQuest, PEP+, Amazon Web Services..., Mainframe Testing
Education
University of Science and Arts of Oklahoma
Bachelor of Arts (B.A.)
PGi November 2012 - Present
Charles Schwab October 2011 - October 2012
Fiserv March 2008 - September 2012
Fiserv March 2002 - September 2008
WorldCom March 2000 - March 2002
Skills
Quality Assurance, System Integration..., Integration Testing, SDLC, Agile Methodologies, Quality Center, Requirements Analysis, Software Quality..., Scrum, Testing, Test Director, Cloud Computing, JCL, TSO, ISPF, SDSF, WinRunner, SQL, CICS, Hiperstation, GUI, Fileaid, SOA Testing, QTP, Dimensions, SoapUI, REST, Team Track, EFT, ACH, NACHA, ClearQuest, PEP+, Amazon Web Services..., Mainframe Testing
Education
University of Science and Arts of Oklahoma
Bachelor of Arts (B.A.)
Karen Buchaluk Karen Buchaluk's Charles Schwab Experience December 1992 - November 2011
Job Senior QA Engineer at Diligent Board Member Services
Industry Information Technology and Services
Experience
Diligent Board Member Services November 2014 - Present
Signature Consultants/Thinkgate LLC April 2014 - October 2014
TEKsystems (Wells Fargo Financial Center) January 2013 - February 2014
Signature Consultants (Portrait Innovations) July 2012 - December 2012
The Newport Group 2012 - 2012
Charles Schwab December 1992 - November 2011
Skills
SQL, Microsoft SQL Server, Troubleshooting, Crystal Reports, MS Access, Process Improvement, Data Analysis, SDLC, Agile & Waterfall..., QA Tester/Lead, Quality Assurance, Visio, SharePoint, Access, Multi Tasking, Project Management, Databases, Management, Integration
Education
New Horizon Computer Training Center 2007 — 2012
Continuing Education
University of South Carolina-Columbia
Diligent Board Member Services November 2014 - Present
Signature Consultants/Thinkgate LLC April 2014 - October 2014
TEKsystems (Wells Fargo Financial Center) January 2013 - February 2014
Signature Consultants (Portrait Innovations) July 2012 - December 2012
The Newport Group 2012 - 2012
Charles Schwab December 1992 - November 2011
Skills
SQL, Microsoft SQL Server, Troubleshooting, Crystal Reports, MS Access, Process Improvement, Data Analysis, SDLC, Agile & Waterfall..., QA Tester/Lead, Quality Assurance, Visio, SharePoint, Access, Multi Tasking, Project Management, Databases, Management, Integration
Education
New Horizon Computer Training Center 2007 — 2012
Continuing Education
University of South Carolina-Columbia
Jerry Warrington Jerry Warrington's Charles Schwab Experience September 2000 - October 2004
Job Principal at 3rd Street Capital Management
Industry Financial Services
Experience
3rd Street Capital Management March 2013 - Present
Commonwealth Advisors, Inc. October 2004 - February 2013
Charles Schwab September 2000 - October 2004
Skills
Asset Management, Financial Analysis
Education
University of South Alabama
BA
3rd Street Capital Management March 2013 - Present
Commonwealth Advisors, Inc. October 2004 - February 2013
Charles Schwab September 2000 - October 2004
Skills
Asset Management, Financial Analysis
Education
University of South Alabama
BA
melanie hardin melanie hardin's Charles Schwab Experience 1991 - 2004
Job Executive Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial 2010 - Present
ADP 2004 - 2010
Charles Schwab 1991 - 2004
Wells Fargo 1995 - 1996
Skills
Strategic Planning, Financial Services, Management, Strategy, Business Development, Leadership, Start-ups, Strategic Partnerships, Investments, Business Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Marketing Strategy, Asset Management, Marketing, Financial Advisory, Series 7
Education
Yale University - Yale School of Management 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of San Francisco
Bachelor's degree, Business Administration and Management, General
LPL Financial 2010 - Present
ADP 2004 - 2010
Charles Schwab 1991 - 2004
Wells Fargo 1995 - 1996
Skills
Strategic Planning, Financial Services, Management, Strategy, Business Development, Leadership, Start-ups, Strategic Partnerships, Investments, Business Strategy, Mergers & Acquisitions, Portfolio Management, Executive Management, Marketing Strategy, Asset Management, Marketing, Financial Advisory, Series 7
Education
Yale University - Yale School of Management 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of San Francisco
Bachelor's degree, Business Administration and Management, General
Marcus Krassowski Marcus Krassowski's Charles Schwab Experience December 2014 - August 2015
Job Financial Services Professional Broker
Industry Financial Services
Experience
Charles Schwab December 2014 - August 2015
Northwestern Mutual June 2011 - May 2014
ZX Fitness June 2010 - August 2010
Peak Fitness June 2007 - August 2009
Skills
Customer Service, Sales, Marketing, Retirement Planning, Disability Insurance, Life Insurance, Financial Analysis, Fixed Annuities, Insurance, Strategic Financial..., Financial Services, Team Building, Team Leadership, Client Relations, Data Entry
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Science (B.S.), Economics, Business Administration
Charles Schwab December 2014 - August 2015
Northwestern Mutual June 2011 - May 2014
ZX Fitness June 2010 - August 2010
Peak Fitness June 2007 - August 2009
Skills
Customer Service, Sales, Marketing, Retirement Planning, Disability Insurance, Life Insurance, Financial Analysis, Fixed Annuities, Insurance, Strategic Financial..., Financial Services, Team Building, Team Leadership, Client Relations, Data Entry
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Science (B.S.), Economics, Business Administration
Jeff Conway's Charles Schwab Experience 2014 - 2014
Job SAS Programmer Analyst
Industry Information Services
Experience
Lucia’s Place Assisted Living August 2014 - June 2015
Charles Schwab 2014 - 2014
Wells Fargo December 2012 - June 2013
Blue Shield of California December 2007 - July 2011
Kaiser Permanente February 1999 - October 2007
Skills
Business Intelligence, SDLC, SQL, Business Analysis, SAS, Oracle, Unix, Analysis, DB2, SAS programming, Mainframe, Data Warehousing, ETL, Management, Business Objects, Data Analysis, Program Management
Education
University of San Francisco 1993 — 1996
BA, Public Administration
American River College 1987 — 1990
AA, Accounting
Marine Corps Communications and Electronics School 1982 — 1982
Certificate, Field Radio Operator Course
Lucia’s Place Assisted Living August 2014 - June 2015
Charles Schwab 2014 - 2014
Wells Fargo December 2012 - June 2013
Blue Shield of California December 2007 - July 2011
Kaiser Permanente February 1999 - October 2007
Skills
Business Intelligence, SDLC, SQL, Business Analysis, SAS, Oracle, Unix, Analysis, DB2, SAS programming, Mainframe, Data Warehousing, ETL, Management, Business Objects, Data Analysis, Program Management
Education
University of San Francisco 1993 — 1996
BA, Public Administration
American River College 1987 — 1990
AA, Accounting
Marine Corps Communications and Electronics School 1982 — 1982
Certificate, Field Radio Operator Course
Stephen Lee, MBA, CISA, CRISC, CRMA, CTGA Stephen Lee, MBA, CISA, CRISC, CRMA, CTGA's Charles Schwab Experience January 1993 - January 1997
Job Senior IT Auditor at BCBSNC
Industry Insurance
Experience
BCBSNC March 2015 - Present
GSK June 2012 - Present
Safeway, Inc. May 2007 - May 2012
Resources Global January 2005 - April 2007
Roche Pharmaceuticals January 1997 - January 2005
Charles Schwab January 1993 - January 1997
Skills
Internal Audit, IT Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act, COSO, HIPAA, PCI DSS, Process Improvement, Enterprise Risk..., Management, 21 CFR Part 11, Project Management, Information Security, PIN, Critical Thinking, ERM and the Resolver..., TeamMate Audit..., COSO ERM, Governance, ANSI TG-3 TR39, Risk Management, Business Process, CISA, Kaizen
Education
University of San Francisco - Masagung Graduate School of Management 1997 — 1999
MBA, International Business
University of Southern California - Planning, Policy, and Public Administration
BS, Planning, Policy and Public Administration
BCBSNC March 2015 - Present
GSK June 2012 - Present
Safeway, Inc. May 2007 - May 2012
Resources Global January 2005 - April 2007
Roche Pharmaceuticals January 1997 - January 2005
Charles Schwab January 1993 - January 1997
Skills
Internal Audit, IT Audit, Internal Controls, Risk Assessment, Sarbanes-Oxley Act, COSO, HIPAA, PCI DSS, Process Improvement, Enterprise Risk..., Management, 21 CFR Part 11, Project Management, Information Security, PIN, Critical Thinking, ERM and the Resolver..., TeamMate Audit..., COSO ERM, Governance, ANSI TG-3 TR39, Risk Management, Business Process, CISA, Kaizen
Education
University of San Francisco - Masagung Graduate School of Management 1997 — 1999
MBA, International Business
University of Southern California - Planning, Policy, and Public Administration
BS, Planning, Policy and Public Administration
Kathi Waltz Cummings Kathi Waltz Cummings's Charles Schwab Experience 1986 - 1999
Job Ontological Coach
Industry Consumer Services
Experience
Your Hidden Advantage September 2011 - Present
Just Right Construction 2000 - Present
Charles Schwab 1986 - 1999
Skills
Coaching, Large Group Facilitation, Mediation
Education
University of South Florida
B.A., Finance
Your Hidden Advantage September 2011 - Present
Just Right Construction 2000 - Present
Charles Schwab 1986 - 1999
Skills
Coaching, Large Group Facilitation, Mediation
Education
University of South Florida
B.A., Finance
Dutch Haarsma Dutch Haarsma's Charles Schwab Experience August 2011 - Present
Job Managing Director, Community Development Lending and Investment at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab August 2011 - Present
Northern California Community Loan Fund June 2001 - August 2011
Fremont Bank January 1998 - January 1999
Bank of America April 1992 - January 1998
Security Pacific Bank January 1989 - April 1992
Skills
Community Development, Community Development..., Affordable Housing, LIHTC, New Markets Tax Credits, Structured Finance, Real Estate Economics, Real Estate, Due Diligence, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Management, Commercial Banking, Commercial Lending, Small Business Lending, Economic Development, Credit, CDFI, Banking, Investments, Loans, Non-profits, Alternative Investments, Socially Responsible..., Mission Related..., Credit Risk, Finance, Financial Modeling, Financial Structuring, Nonprofits, Project Finance, Risk Management, Tax Credits, Capital Markets, Asset Management
Education
University of San Francisco
BS, Economics
Charles Schwab August 2011 - Present
Northern California Community Loan Fund June 2001 - August 2011
Fremont Bank January 1998 - January 1999
Bank of America April 1992 - January 1998
Security Pacific Bank January 1989 - April 1992
Skills
Community Development, Community Development..., Affordable Housing, LIHTC, New Markets Tax Credits, Structured Finance, Real Estate Economics, Real Estate, Due Diligence, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Management, Commercial Banking, Commercial Lending, Small Business Lending, Economic Development, Credit, CDFI, Banking, Investments, Loans, Non-profits, Alternative Investments, Socially Responsible..., Mission Related..., Credit Risk, Finance, Financial Modeling, Financial Structuring, Nonprofits, Project Finance, Risk Management, Tax Credits, Capital Markets, Asset Management
Education
University of San Francisco
BS, Economics
Nora Alsaidi Nora Alsaidi's Charles Schwab Experience 2005 - 2007
Job Brand Manager
Industry Marketing and Advertising
Experience
Visalus Sciences September 2011 - Present
Luminox October 2010 - September 2011
The Walt Disney Company 2007 - 2010
Charles Schwab 2005 - 2007
Skills
Marketing, Marketing Strategy, Market Research, Competitive Analysis, Social Media Marketing, Brand Management, Social Media, Marketing Research, Product Marketing, Advertising, Online Advertising, Project Planning, CRM, Management, Online Marketing, Strategy, Leadership, Sales, Integrated Marketing, Web Analytics, Direct Marketing, Email Marketing, Marketing Communications, Team Building, Forecasting, Strategic Partnerships, Project Management, Product Launch, Trade Shows, Marketing Management, Analysis, Product Management, Brand Development, Analytics, Digital Media, Digital Marketing, E-commerce
Education
University of San Francisco
Bachelor of Arts, Political Science
Visalus Sciences September 2011 - Present
Luminox October 2010 - September 2011
The Walt Disney Company 2007 - 2010
Charles Schwab 2005 - 2007
Skills
Marketing, Marketing Strategy, Market Research, Competitive Analysis, Social Media Marketing, Brand Management, Social Media, Marketing Research, Product Marketing, Advertising, Online Advertising, Project Planning, CRM, Management, Online Marketing, Strategy, Leadership, Sales, Integrated Marketing, Web Analytics, Direct Marketing, Email Marketing, Marketing Communications, Team Building, Forecasting, Strategic Partnerships, Project Management, Product Launch, Trade Shows, Marketing Management, Analysis, Product Management, Brand Development, Analytics, Digital Media, Digital Marketing, E-commerce
Education
University of San Francisco
Bachelor of Arts, Political Science
Kirk Mullen, CFP® Kirk Mullen, CFP®'s Charles Schwab Experience September 2009 - March 2014
Job VP Financial Advisor at JPMorgan Securities LLC
Industry Financial Services
Experience
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
JPMorgan Securities LLC March 2014 - Present
Charles Schwab September 2009 - March 2014
TD Bank April 2008 - August 2009
Fidelity Investments November 2005 - April 2008
Etrade Financial June 2005 - November 2005
TD Waterhouse 1998 - 2005
Education
University of South Florida 1993 — 1995
BS, Finance
Hillsborough Community College 1992 — 1993
Associate of Arts (AA), Business Administration
Russ Compton Russ Compton's Charles Schwab Experience January 1995 - January 2000
Job Executive Assistant
Industry Real Estate
Experience
Bank of America September 2011 - February 2013
Wells Fargo Bank January 2011 - June 2011
BlackRock July 2000 - November 2008
BlackRock July 2000 - November 2008
Dolby Laboratories January 2000 - January 2008
Charles Schwab January 1995 - January 2000
Education
University of Rhode Island 1990 — 1995
BSBA, Marketing
University of Rhode Island
Business Administration
Bank of America September 2011 - February 2013
Wells Fargo Bank January 2011 - June 2011
BlackRock July 2000 - November 2008
BlackRock July 2000 - November 2008
Dolby Laboratories January 2000 - January 2008
Charles Schwab January 1995 - January 2000
Education
University of Rhode Island 1990 — 1995
BSBA, Marketing
University of Rhode Island
Business Administration
Laurence Kung Laurence Kung's Charles Schwab Experience June 1989 - May 1995
Job Director of Client Engagements at Azur Global
Industry Information Services
Experience
Azur Global August 2015 - Present
Hewlett-Packard October 2013 - April 2015
Hewlett-Packard November 2012 - April 2015
Hewlett-Packard August 2011 - October 2012
Hewlett Packard January 2009 - July 2011
EDS May 2005 - December 2008
EDS July 2002 - April 2005
MCI Worlcom June 1995 - June 2002
Charles Schwab June 1989 - May 1995
Bank of America June 1980 - May 1989
Skills
ITIL, Data Center, IT Outsourcing, Cisco Technologies, IT Management, Service Delivery, Outsourcing, IT Operations, PMO, HP, IT Strategy, PMP, IT Service Management, IT Service Delivery
Education
University of San Francisco 1980 — 1982
Bachelor of Science (BS), Computer Science
Azur Global August 2015 - Present
Hewlett-Packard October 2013 - April 2015
Hewlett-Packard November 2012 - April 2015
Hewlett-Packard August 2011 - October 2012
Hewlett Packard January 2009 - July 2011
EDS May 2005 - December 2008
EDS July 2002 - April 2005
MCI Worlcom June 1995 - June 2002
Charles Schwab June 1989 - May 1995
Bank of America June 1980 - May 1989
Skills
ITIL, Data Center, IT Outsourcing, Cisco Technologies, IT Management, Service Delivery, Outsourcing, IT Operations, PMO, HP, IT Strategy, PMP, IT Service Management, IT Service Delivery
Education
University of San Francisco 1980 — 1982
Bachelor of Science (BS), Computer Science
Randall Sargent Randall Sargent's Charles Schwab Experience 1994 - 1995
Job
Industry Utilities
Experience
Schneider Electric March 2014 - Present
EcoTronyx May 2012 - March 2014
Stream Energy May 2007 - May 2012
Creditdiscovery / Acquirint September 2000 - December 2006
Rockwell Collins June 1999 - September 2000
Resource Phoenix August 1997 - June 1999
TradeOne September 1996 - June 1997
Wells Fargo Bank 1995 - 1996
Levi Strauss & Co. 1994 - 1996
Charles Schwab 1994 - 1995
Skills
Business Intelligence, Database Design, SDLC, SOA, ETL, Software Development, Data Warehousing, PL/SQL, Project Management, Oracle, OLAP, Databases, Demand Response, Management, Software Project..., Integration, Enterprise Architecture, XML, Oracle Applications, Database Administration, Software Architectural..., Flex, Enterprise Software, Embedded Software, Embedded C, Oracle SQL, Oracle Application..., Oracle E-Business Suite, Atmel AVR, Atmel, ATxmega, Embedded WiFi, ColdFusion, SOAP, REST, Energy Systems, ETRM, Smart Energy, ZigBee, SEP 2.0, Energy Trading, AMI, Logical Data Modeling, Physical Data Modeling, MOLAP, ROLAP, SMT, Software Solution..., Flash, Oracle SQL Developer
Education
University of San Francisco 1997 — 1998
Bachelor of Science (B.S.)
Schneider Electric March 2014 - Present
EcoTronyx May 2012 - March 2014
Stream Energy May 2007 - May 2012
Creditdiscovery / Acquirint September 2000 - December 2006
Rockwell Collins June 1999 - September 2000
Resource Phoenix August 1997 - June 1999
TradeOne September 1996 - June 1997
Wells Fargo Bank 1995 - 1996
Levi Strauss & Co. 1994 - 1996
Charles Schwab 1994 - 1995
Skills
Business Intelligence, Database Design, SDLC, SOA, ETL, Software Development, Data Warehousing, PL/SQL, Project Management, Oracle, OLAP, Databases, Demand Response, Management, Software Project..., Integration, Enterprise Architecture, XML, Oracle Applications, Database Administration, Software Architectural..., Flex, Enterprise Software, Embedded Software, Embedded C, Oracle SQL, Oracle Application..., Oracle E-Business Suite, Atmel AVR, Atmel, ATxmega, Embedded WiFi, ColdFusion, SOAP, REST, Energy Systems, ETRM, Smart Energy, ZigBee, SEP 2.0, Energy Trading, AMI, Logical Data Modeling, Physical Data Modeling, MOLAP, ROLAP, SMT, Software Solution..., Flash, Oracle SQL Developer
Education
University of San Francisco 1997 — 1998
Bachelor of Science (B.S.)
Linda Heckman Linda Heckman's Charles Schwab Experience July 2000 - October 2002
Job Retired
Industry Information Technology and Services
Experience
Retired and enjoying life January 2010 - Present
Mediware Information Systems November 2007 - December 2009
Hann's On Software January 2004 - November 2007
Charles Schwab July 2000 - October 2002
McKesson Corporation July 1995 - July 2000
AT&T - Pacific Bell July 1980 - July 1995
Skills
Requirements Analysis, Data Management, Microsoft SQL Server, Project Management, Unix, Databases, Oracle, Data Modeling, DB2, Analysis, Telecommunications, SDLC, Vendor Management, Integration, Visio, Software Documentation, Program Management, Windows, Healthcare Information..., SQL, Testing, Business Process, Enterprise Software, Process Improvement, Business Process...
Education
University of South Carolina-Columbia 1965 — 1969
Retired and enjoying life January 2010 - Present
Mediware Information Systems November 2007 - December 2009
Hann's On Software January 2004 - November 2007
Charles Schwab July 2000 - October 2002
McKesson Corporation July 1995 - July 2000
AT&T - Pacific Bell July 1980 - July 1995
Skills
Requirements Analysis, Data Management, Microsoft SQL Server, Project Management, Unix, Databases, Oracle, Data Modeling, DB2, Analysis, Telecommunications, SDLC, Vendor Management, Integration, Visio, Software Documentation, Program Management, Windows, Healthcare Information..., SQL, Testing, Business Process, Enterprise Software, Process Improvement, Business Process...
Education
University of South Carolina-Columbia 1965 — 1969
Adam Barringer, CFP®'s Charles Schwab Experience June 2014 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
THE VANGUARD GROUP, INC. July 2012 - March 2014
WELLS FARGO BANK June 2012 - April 2013
Education
University of South Carolina - The Moore School of Business 2006 — 2009
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
Charles Schwab June 2014 - Present
THE VANGUARD GROUP, INC. July 2012 - March 2014
WELLS FARGO BANK June 2012 - April 2013
Education
University of South Carolina - The Moore School of Business 2006 — 2009
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
Thom Davis Thom Davis's Charles Schwab Experience 1999 - 2001
Job Sr Program Manager
Industry Computer Software
Experience
Samsung January 2013 - June 2015
Hewlett-Packard September 2012 - January 2013
Motorola August 2010 - September 2012
Access October 2005 - August 2010
Embarcadero Federal Credit Union June 2003 - September 2005
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
City and County of San Francisco 1997 - 1997
Charles Schwab 1995 - 1997
United States Navy 1990 - 1995
Skills
PMP, Agile, Scrum, Program Management, Negotiation, International Business, Conflict Resolution, Series 7, Mobile Platforms, Software Project..., Team Leadership, Process Improvement, Mobile, Agile Project Management, Project Planning, Team Building, MS Project, Mobile Applications, PowerPoint, Excel, Word, Visio, Process Development, Team Management, Customer Relations, PMO, Agile Methodologies, Android, Certified Scrum Master..., Contract Negotiation, Cross-functional Team..., Customer Service, E-commerce, Embedded Software, Integration, Management, Microsoft Excel, Microsoft Project, Mobile Devices, Microsoft Word, Mobile Technology, Networking, Operating Systems, Process Simulation, Product Management, Project Management, Quality Assurance, Requirements Analysis, Security, Software Design
Education
University of San Francisco 2003 — 2007
BS, Information Systems
Morro Bay High School
South Bay Regional Training Consortium
Samsung January 2013 - June 2015
Hewlett-Packard September 2012 - January 2013
Motorola August 2010 - September 2012
Access October 2005 - August 2010
Embarcadero Federal Credit Union June 2003 - September 2005
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
City and County of San Francisco 1997 - 1997
Charles Schwab 1995 - 1997
United States Navy 1990 - 1995
Skills
PMP, Agile, Scrum, Program Management, Negotiation, International Business, Conflict Resolution, Series 7, Mobile Platforms, Software Project..., Team Leadership, Process Improvement, Mobile, Agile Project Management, Project Planning, Team Building, MS Project, Mobile Applications, PowerPoint, Excel, Word, Visio, Process Development, Team Management, Customer Relations, PMO, Agile Methodologies, Android, Certified Scrum Master..., Contract Negotiation, Cross-functional Team..., Customer Service, E-commerce, Embedded Software, Integration, Management, Microsoft Excel, Microsoft Project, Mobile Devices, Microsoft Word, Mobile Technology, Networking, Operating Systems, Process Simulation, Product Management, Project Management, Quality Assurance, Requirements Analysis, Security, Software Design
Education
University of San Francisco 2003 — 2007
BS, Information Systems
Morro Bay High School
South Bay Regional Training Consortium
John Wei John Wei's Charles Schwab Experience September 2013 - September 2014
Job John T. Wei, CFP®
Industry Financial Services
Experience
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Mercer Advisors 2015 - Present
TIAA-CREF September 2014 - September 2015
Charles Schwab September 2013 - September 2014
New England Financial, A MetLife Company January 2009 - January 2013
Ameriprise Financial Services, Inc. August 2004 - January 2009
Skills
Microsoft Office, Microsoft Excel, Investments, Microsoft Word, PowerPoint, Portfolio Management, Sales, Insurance, Strategic Financial..., Finance, Asset Management, Retirement Planning, Financial Services, Mutual Funds, Wealth Management, Customer Service, Financial Planning
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
University of San Francisco 1999 — 2003
Bachelor's degree, Finance, General
Chrisoula Koutoulas, CFE Chrisoula Koutoulas, CFE's Charles Schwab Experience February 2003 - October 2007
Job Manager, Risk Mitigation at Kaiser Permanente
Industry
Experience
Kaiser Permanente March 2008 - Present
Charles Schwab February 2003 - October 2007
Paradise Research August 2002 - December 2002
Rusher Loscavio October 1999 - July 2002
Skills
Process Improvement, Management, Leadership, Sarbanes-Oxley Act, Corporate Governance, Fraud, Certified Fraud Examiner, Fraud Investigations, Research, Anti Money Laundering
Education
University of San Francisco 1992 — 1996
Bachelor's Degree, Economics
Kaiser Permanente March 2008 - Present
Charles Schwab February 2003 - October 2007
Paradise Research August 2002 - December 2002
Rusher Loscavio October 1999 - July 2002
Skills
Process Improvement, Management, Leadership, Sarbanes-Oxley Act, Corporate Governance, Fraud, Certified Fraud Examiner, Fraud Investigations, Research, Anti Money Laundering
Education
University of San Francisco 1992 — 1996
Bachelor's Degree, Economics
Timothy Kiriposki's Charles Schwab Experience February 2010 - November 2010
Job Registered Client Service Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
J.P. Morgan Asset Management March 2015 - Present
Edelman Financial Services May 2012 - March 2015
JPMorgan Private Bank November 2010 - February 2012
Charles Schwab February 2010 - November 2010
Mexx International January 2000 - December 2009
Eco Bistro January 1990 - January 1999
Federal Reserve Bank of New York January 1987 - January 1990
Skills
Series 7, Series 63, Wealth Management, Banking
Education
University of Scranton 1983 — 1987
BS, Finance/Economics
Jim Stoops, CRPC, AWMA Jim Stoops, CRPC, AWMA's Charles Schwab Experience December 2007 - May 2015
Job First Vice President Investments @ Raymond James, Traverse City, MI / Naperville, IL
Industry Financial Services
Experience
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Raymond James & Associates, Inc. May 2015 - Present
Charles Schwab December 2007 - May 2015
E*TRADE Financial Corporation February 2007 - December 2007
Merrill Lynch August 2004 - February 2007
San Francisco Giants, Colorado Rockies, New York Yankees June 1995 - August 2004
Skills
Wealth Management, Series 7, Financial Planning, Investments, Retirement Planning, Portfolio Management
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Cynthia Santos-Newberg Cynthia Santos-Newberg's Charles Schwab Experience November 1995 - December 1998
Job Resource Paraprofessional at San Ramon Unified School District
Industry Primary/Secondary Education
Experience
San Ramon Unified School District August 2012 - Present
SRVUSD September 2005 - Present
Charles Schwab November 1995 - December 1998
Charles Schwab December 1994 - November 1995
Charles Schwab March 1992 - December 1994
Charles Schwab January 1991 - March 1992
TOD Temporary Services June 1986 - January 1991
Skills
Differentiated..., Classroom Management, Special Education, Program Development, Teacher Mentoring, Collaboration Solutions, High School Students
Education
University of Santo Tomas 1983 — 1986
Bachelor of Commerce (BCom), Economics
San Ramon Unified School District August 2012 - Present
SRVUSD September 2005 - Present
Charles Schwab November 1995 - December 1998
Charles Schwab December 1994 - November 1995
Charles Schwab March 1992 - December 1994
Charles Schwab January 1991 - March 1992
TOD Temporary Services June 1986 - January 1991
Skills
Differentiated..., Classroom Management, Special Education, Program Development, Teacher Mentoring, Collaboration Solutions, High School Students
Education
University of Santo Tomas 1983 — 1986
Bachelor of Commerce (BCom), Economics
Austin Riedel Austin Riedel's Charles Schwab Experience July 2015 - Present
Job Student at University of South CarolinaColumbia
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Edward Student Housing Management Company October 2014 - January 2015
UBS Wealth Management May 2014 - August 2014
Carolina Call Center March 2013 - February 2014
Skills
Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Communication, Finance
Education
University of South Carolina-Columbia 2012 — 2015
Saint John's High School
Charles Schwab July 2015 - Present
Edward Student Housing Management Company October 2014 - January 2015
UBS Wealth Management May 2014 - August 2014
Carolina Call Center March 2013 - February 2014
Skills
Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Communication, Finance
Education
University of South Carolina-Columbia 2012 — 2015
Saint John's High School
Richard Rivera Richard Rivera's Charles Schwab Experience September 2013 - October 2014
Job Vice President Branch Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. November 2014 - Present
Charles Schwab September 2013 - October 2014
Charles Schwab October 2001 - September 2013
Charles Schwab June 1999 - October 2001
American Express Financial Advisors February 1997 - June 1999
PaineWebber January 1996 - August 1996
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Life, Accident & Health, Member: CFA Institute, Growth Plan Execution, Talent Management, National Leadership, Supervisory and Risk...
Education
University of Rhode Island 1991 — 1995
Bachelor's Degree, Economics and Political Science
New Fairfield High School 1987 — 1991
Charles Schwab & Co., Inc. November 2014 - Present
Charles Schwab September 2013 - October 2014
Charles Schwab October 2001 - September 2013
Charles Schwab June 1999 - October 2001
American Express Financial Advisors February 1997 - June 1999
PaineWebber January 1996 - August 1996
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Life, Accident & Health, Member: CFA Institute, Growth Plan Execution, Talent Management, National Leadership, Supervisory and Risk...
Education
University of Rhode Island 1991 — 1995
Bachelor's Degree, Economics and Political Science
New Fairfield High School 1987 — 1991
Josephine Pasamonte Henry Josephine Pasamonte Henry's Charles Schwab Experience January 2013 - Present
Job Sr. Project Manager, Advanced Case Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Stephen Magyari Stephen Magyari's Charles Schwab Experience 2002 - 2012
Job Senior Business Process Developer at Pandora
Industry Internet
Experience
Pandora January 2014 - Present
Pandora May 2013 - December 2013
San Francisco, CA November 2012 - May 2013
Charles Schwab 2002 - 2012
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Charles Schwab 1998 - 1999
Skills
Communication, Information Architecture, Content Strategy, Content Development, Content Management, Web Content Management, Enterprise Content..., Project Management, User Experience, User Acceptance Testing, Defining Requirements, Business Requirements, Requirements Gathering, Requirements Analysis, Workflow, Process Improvement, Technical Writing, Procedure Development, Procedure Review, Conciseness, XML, XSL, XSLT, DTD, HTML, CSS, XMetal, Product Marketing, CMS, Training, Web Project Management, Usability Testing, Usability
Education
University of San Francisco
BA, Communication
Pandora January 2014 - Present
Pandora May 2013 - December 2013
San Francisco, CA November 2012 - May 2013
Charles Schwab 2002 - 2012
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Charles Schwab 1998 - 1999
Skills
Communication, Information Architecture, Content Strategy, Content Development, Content Management, Web Content Management, Enterprise Content..., Project Management, User Experience, User Acceptance Testing, Defining Requirements, Business Requirements, Requirements Gathering, Requirements Analysis, Workflow, Process Improvement, Technical Writing, Procedure Development, Procedure Review, Conciseness, XML, XSL, XSLT, DTD, HTML, CSS, XMetal, Product Marketing, CMS, Training, Web Project Management, Usability Testing, Usability
Education
University of San Francisco
BA, Communication
Elizabeth Claitor, MBA Elizabeth Claitor, MBA's Charles Schwab Experience May 2006 - March 2008
Job Business & System Integration Manager (Emerging Platforms) at Accenture
Industry Information Technology and Services
Experience
Accenture March 2015 - Present
NetSuite November 2013 - March 2015
Model N February 2013 - November 2013
Les Concierges February 2011 - November 2013
eMeter Corporation May 2012 - October 2012
Kaboodle, a Hearst Company May 2011 - September 2011
Bank of the West March 2010 - November 2010
SpringSource March 2008 - March 2010
Charles Schwab May 2006 - March 2008
ABM Industries 2005 - 2006
Skills
Intacct, NetSuite, Essbase, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Accounting, Project Finance, Microsoft Project, Microsoft Excel, Visio, Salesforce.com, Casewise, Real Estate Transactions, Cash Management, Currency Exchange, FX Hedging, Strategic Financial..., Process Improvement, Business Process, MS Project, Management, Integration, Business Analysis, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Analysis, Finance, Sarbanes-Oxley, General Ledger, Mergers & Acquisitions, Variance Analysis, Accounting, Strategy, Internal Audit, Financial Forecasting, Auditing, Budgets, Accounts Payable, Executive Management, Accounts Receivable, Financial Services, Acquisition Integration, Fixed Assets, CRM, ERP, Enterprise Software, Consulting
Education
University of San Francisco 2002 — 2004
MBA, Finance
University of San Francisco 1991 — 1995
BBA, Finance
Mercy 1987 — 1991
General Education, High School
Accenture March 2015 - Present
NetSuite November 2013 - March 2015
Model N February 2013 - November 2013
Les Concierges February 2011 - November 2013
eMeter Corporation May 2012 - October 2012
Kaboodle, a Hearst Company May 2011 - September 2011
Bank of the West March 2010 - November 2010
SpringSource March 2008 - March 2010
Charles Schwab May 2006 - March 2008
ABM Industries 2005 - 2006
Skills
Intacct, NetSuite, Essbase, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Financial Accounting, Project Finance, Microsoft Project, Microsoft Excel, Visio, Salesforce.com, Casewise, Real Estate Transactions, Cash Management, Currency Exchange, FX Hedging, Strategic Financial..., Process Improvement, Business Process, MS Project, Management, Integration, Business Analysis, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Analysis, Finance, Sarbanes-Oxley, General Ledger, Mergers & Acquisitions, Variance Analysis, Accounting, Strategy, Internal Audit, Financial Forecasting, Auditing, Budgets, Accounts Payable, Executive Management, Accounts Receivable, Financial Services, Acquisition Integration, Fixed Assets, CRM, ERP, Enterprise Software, Consulting
Education
University of San Francisco 2002 — 2004
MBA, Finance
University of San Francisco 1991 — 1995
BBA, Finance
Mercy 1987 — 1991
General Education, High School
Dawn Bradshaw, PMP's Charles Schwab Experience March 2000 - September 2000
Job Senior Project Manager
Industry Information Technology and Services
Experience
AAA NCNU September 2013 - May 2014
D & L Property Management September 2011 - April 2013
AAA NCNU July 2004 - September 2011
SBC Communications September 2003 - January 2004
One-to-One Consulting September 2002 - September 2003
Chevron June 2001 - June 2002
Irwin Home Equity Corporation October 2000 - April 2001
Charles Schwab March 2000 - September 2000
Pacific Bell Directory February 1988 - March 2000
Skills
Salesforce.com, Captivate, System Implementations, Project Management, PMO, SDLC, Vendor Management, PMP, Business Analysis, Business Requirements, Release Management, Business Process..., Visio, Resource Management, Process Improvement, Requirements Gathering, Training Delivery, Data Center, IT Strategy, Software Project..., Agile Methodologies, IT Service Management, ITIL, Change Management, IT Management, MS Project, SharePoint, Software Documentation, Risk Management, Management, Microsoft Project
Education
University of San Francisco
BS, Organizational Behavior
AAA NCNU September 2013 - May 2014
D & L Property Management September 2011 - April 2013
AAA NCNU July 2004 - September 2011
SBC Communications September 2003 - January 2004
One-to-One Consulting September 2002 - September 2003
Chevron June 2001 - June 2002
Irwin Home Equity Corporation October 2000 - April 2001
Charles Schwab March 2000 - September 2000
Pacific Bell Directory February 1988 - March 2000
Skills
Salesforce.com, Captivate, System Implementations, Project Management, PMO, SDLC, Vendor Management, PMP, Business Analysis, Business Requirements, Release Management, Business Process..., Visio, Resource Management, Process Improvement, Requirements Gathering, Training Delivery, Data Center, IT Strategy, Software Project..., Agile Methodologies, IT Service Management, ITIL, Change Management, IT Management, MS Project, SharePoint, Software Documentation, Risk Management, Management, Microsoft Project
Education
University of San Francisco
BS, Organizational Behavior
Andrew Nocka Andrew Nocka's Charles Schwab Experience June 2014 - Present
Job Associate Software Application Engineer at Charles Schwab
Industry Computer Software
Experience
Charles Schwab June 2014 - Present
University of Rochester September 2011 - May 2014
Skills
Python, C, Programming, Windows, Java, Linux, HTML, Matlab, Eclipse, OS X, LaTeX, PHP, JavaScript, MySQL, Salesforce.com, Apex Programming
Education
University of Rochester 2010 — 2014
Bachelor of Science, Computer Science
University of Rochester 2010 — 2014
Bachelor of Science (B.S.), Computer Science
TASIS England 2007 — 2010
High School
Charles Schwab June 2014 - Present
University of Rochester September 2011 - May 2014
Skills
Python, C, Programming, Windows, Java, Linux, HTML, Matlab, Eclipse, OS X, LaTeX, PHP, JavaScript, MySQL, Salesforce.com, Apex Programming
Education
University of Rochester 2010 — 2014
Bachelor of Science, Computer Science
University of Rochester 2010 — 2014
Bachelor of Science (B.S.), Computer Science
TASIS England 2007 — 2010
High School
Lauren Redmond Lauren Redmond's Charles Schwab Experience September 2014 - Present
Job Advisor Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Legacy Marketing Partners December 2012 - January 2015
Global Soul Productions July 2012 - December 2012
Help Remedies Pharmaceuticals July 2012 - September 2012
GMR Marketing August 2011 - June 2012
Fifteen Minutes Public Relations May 2011 - August 2011
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Press Releases, Event Management, Blogging, Social Networking, Customer Service, InDesign, Social Media Marketing, Media Relations, Online Marketing, Sales, Marketing Strategy, Newsletters, Online Advertising, Marketing, Email Marketing, Sponsorship, Budgets, Marketing Communications, Brand Awareness
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), Public Relations
Charles Schwab September 2014 - Present
Legacy Marketing Partners December 2012 - January 2015
Global Soul Productions July 2012 - December 2012
Help Remedies Pharmaceuticals July 2012 - September 2012
GMR Marketing August 2011 - June 2012
Fifteen Minutes Public Relations May 2011 - August 2011
Skills
Social Media, Microsoft Office, Public Relations, PowerPoint, Photoshop, Event Planning, Microsoft Word, Microsoft Excel, Public Speaking, Facebook, Editing, Research, Press Releases, Event Management, Blogging, Social Networking, Customer Service, InDesign, Social Media Marketing, Media Relations, Online Marketing, Sales, Marketing Strategy, Newsletters, Online Advertising, Marketing, Email Marketing, Sponsorship, Budgets, Marketing Communications, Brand Awareness
Education
University of South Florida 2008 — 2012
Bachelor of Arts (B.A.), Public Relations
Dee Dee Marthens Dee Dee Marthens's Charles Schwab Experience January 1997 - January 1998
Job Asst. Vice President of Compensation & Benefits at Federal Home Loan Bank of San Francisco
Industry Real Estate
Experience
Federal Home Loan Bank of San Francisco 2015 - Present
BRE Properties 2003 - 2015
Bingham McCutchen 1998 - 2003
Charles Schwab January 1997 - January 1998
Skills
HRIS, Employee Benefits, Benefits Administration, Compensation, Deferred Compensation, Total Rewards, Retirement Planning, Payroll, Onboarding, Hiring, Human Resources, Management, FMLA, Project Management, Recruiting, Strategic Planning
Education
University of San Francisco
Masters, Information Systems
Federal Home Loan Bank of San Francisco 2015 - Present
BRE Properties 2003 - 2015
Bingham McCutchen 1998 - 2003
Charles Schwab January 1997 - January 1998
Skills
HRIS, Employee Benefits, Benefits Administration, Compensation, Deferred Compensation, Total Rewards, Retirement Planning, Payroll, Onboarding, Hiring, Human Resources, Management, FMLA, Project Management, Recruiting, Strategic Planning
Education
University of San Francisco
Masters, Information Systems
Lynne Leaf Lynne Leaf's Charles Schwab Experience September 2008 - January 2009
Job Principal ConsultantClient Relations, Marketing, Communications, Writing & Editing
Industry Writing and Editing
Experience
Duncan Leaf Group November 2006 - Present
Wells Fargo Bank June 2010 - April 2011
HSBC August 2009 - March 2010
Charles Schwab September 2008 - January 2009
OASES April 2008 - September 2008
Taproot Foundation January 2007 - April 2008
OmniSystems May 2005 - November 2006
KSJ Consulting November 2002 - February 2005
Corio Inc. December 1999 - April 2002
Writers Inc 1992 - 1999
Skills
Web Project Management, Process Improvement, Creative Problem Solving, Team Building, Vendor Management, Planning, Problem Solving, Small Business, Cross-functional Team..., Strategic Planning, Analytics, Program Management, Marketing Strategy, Product Management, Marketing Communications, Social Media, Customer Relations, Change Management, Messaging, E-commerce, Business Strategy, Coaching, Online Marketing, Product Marketing, Public Speaking, Marketing Management, Strategic Communications, Non-profits, Market Research, Lead Generation, Start-ups, Analysis, Team Leadership, Vendor Relations, Negotiation, Healthcare, Leadership Development, Project Planning, Training, Leadership, Nonprofits, Project Management, SEO, Marketing, Fundraising, Blogging, Management
Education
USF - School of Business
BA - Business Administration, MBA Program - 1 year completed
University of South Florida
BA, Business Administration, Marketing
Duncan Leaf Group November 2006 - Present
Wells Fargo Bank June 2010 - April 2011
HSBC August 2009 - March 2010
Charles Schwab September 2008 - January 2009
OASES April 2008 - September 2008
Taproot Foundation January 2007 - April 2008
OmniSystems May 2005 - November 2006
KSJ Consulting November 2002 - February 2005
Corio Inc. December 1999 - April 2002
Writers Inc 1992 - 1999
Skills
Web Project Management, Process Improvement, Creative Problem Solving, Team Building, Vendor Management, Planning, Problem Solving, Small Business, Cross-functional Team..., Strategic Planning, Analytics, Program Management, Marketing Strategy, Product Management, Marketing Communications, Social Media, Customer Relations, Change Management, Messaging, E-commerce, Business Strategy, Coaching, Online Marketing, Product Marketing, Public Speaking, Marketing Management, Strategic Communications, Non-profits, Market Research, Lead Generation, Start-ups, Analysis, Team Leadership, Vendor Relations, Negotiation, Healthcare, Leadership Development, Project Planning, Training, Leadership, Nonprofits, Project Management, SEO, Marketing, Fundraising, Blogging, Management
Education
USF - School of Business
BA - Business Administration, MBA Program - 1 year completed
University of South Florida
BA, Business Administration, Marketing
Jacquelyn Pio Roda Jacquelyn Pio Roda's Charles Schwab Experience 1999 - 2000
Job Broker at Luxmore Real Estate Corporation
Industry Real Estate
Experience
Luxmore Real Estate Corporation March 2010 - Present
Prudential CA Realty 2002 - July 2010
Coldwell Banker Real Estate 2004 - 2006
Robert Half International 2001 - 2004
Sun Microsystems 2000 - 2001
Charles Schwab 1999 - 2000
Del Monte Foods 1997 - 1999
Skills
e-PRO, REO, Management, Short Sales, Sales, Negotiation, Referrals, Relocation, Marketing, Real Estate, Luxury, Investment Properties, Microsoft Office, Sellers, Single Family Homes, Foreclosures
Education
University of San Francisco
BA, Communications
Luxmore Real Estate Corporation March 2010 - Present
Prudential CA Realty 2002 - July 2010
Coldwell Banker Real Estate 2004 - 2006
Robert Half International 2001 - 2004
Sun Microsystems 2000 - 2001
Charles Schwab 1999 - 2000
Del Monte Foods 1997 - 1999
Skills
e-PRO, REO, Management, Short Sales, Sales, Negotiation, Referrals, Relocation, Marketing, Real Estate, Luxury, Investment Properties, Microsoft Office, Sellers, Single Family Homes, Foreclosures
Education
University of San Francisco
BA, Communications
Michelle Morin-Machi Michelle Morin-Machi's Charles Schwab Experience October 1985 - December 1989
Job Account Manager at BHW1
Industry Marketing and Advertising
Experience
BHW1 August 2014 - Present
Ascentium February 2011 - August 2014
SMITH 2011 - 2013
Swirl 2006 - 2011
Wolfe/Doyle Advertising January 1992 - October 2006
Charles Schwab October 1985 - December 1989
Skills
Integrated Marketing, Media Strategy, Direct Mail, Digital Marketing, Broadcast Production, Advertising, Creative Strategy, Interactive Advertising, Interactive Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, Mobile Marketing, Online Advertising, Broadcast
Education
University of San Francisco
Master of Business Administration (M.B.A.), Marketing
BHW1 August 2014 - Present
Ascentium February 2011 - August 2014
SMITH 2011 - 2013
Swirl 2006 - 2011
Wolfe/Doyle Advertising January 1992 - October 2006
Charles Schwab October 1985 - December 1989
Skills
Integrated Marketing, Media Strategy, Direct Mail, Digital Marketing, Broadcast Production, Advertising, Creative Strategy, Interactive Advertising, Interactive Marketing, Market Research, Marketing, Marketing Communications, Marketing Management, Mobile Marketing, Online Advertising, Broadcast
Education
University of San Francisco
Master of Business Administration (M.B.A.), Marketing
Jonathan Crowell, Jonathan Crowell,'s Charles Schwab Experience 1994 - 1995
Job Product Manager/Business Analyst at Quadron Data Solutions
Industry Animation
Experience
Fetter Logic, Inc. January 2009 - October 2009
Nationwide Corporate Services March 2007 - November 2008
SubAccount Inc. July 2001 - December 2006
Marketwise Securities November 1998 - July 2001
ADP/SIS Broadridge October 1996 - November 1998
Charles Schwab 1994 - 1995
Skills
Business Analysis, Business Development, Business Planning, CRM, Financial Services, Leadership, Management, Program Management, Product Management, Quality Assurance, Risk Management, Scrum, Strategy, Software Development, Trading, SaaS, Training, Vendor Management
Education
University of San Diego 1988 — 1992
BBA, Finance
Fetter Logic, Inc. January 2009 - October 2009
Nationwide Corporate Services March 2007 - November 2008
SubAccount Inc. July 2001 - December 2006
Marketwise Securities November 1998 - July 2001
ADP/SIS Broadridge October 1996 - November 1998
Charles Schwab 1994 - 1995
Skills
Business Analysis, Business Development, Business Planning, CRM, Financial Services, Leadership, Management, Program Management, Product Management, Quality Assurance, Risk Management, Scrum, Strategy, Software Development, Trading, SaaS, Training, Vendor Management
Education
University of San Diego 1988 — 1992
BBA, Finance
Diana Drue, PMP Diana Drue, PMP's Charles Schwab Experience 1997 - 2005
Job Senior Project Manager at Gap Inc.
Industry Management Consulting
Experience
Gap Inc. March 2015 - Present
AAA Insurance Exchange August 2011 - February 2013
Consulting Par Excellence, Inc. January 2003 - April 2012
Isobar October 2010 - April 2011
BlackRock November 2009 - June 2010
AKQA August 2009 - November 2009
BGI May 2009 - June 2009
StubHub/Ebay July 2007 - November 2008
BGI September 2005 - June 2007
Charles Schwab 1997 - 2005
Skills
Program Management, Project Management, Product Management, SDLC, Cross-functional Team..., Business Process..., Business Process, Quality Assurance, PMO, ITIL, Risk Management, Issue Management, Change Management, Vendor Management, Organizational..., Collaboration, Mentoring, Structured Documentation, Strategic Planning, Tactical Planning, Global Management, Scope Management, PMLC, Facilitations, Mediation, Conflict Resolution, Common Sense, Organized Multi-tasker, Agile Methodologies, Project Planning, Software Development, Testing, Leadership, Business Analysis, Security, Project Portfolio..., Start-ups, Agile Project Management
Education
University of Redlands
Bachelor of Science (BS), Information Systems
University of San Francisco
pending, Internet Marketing
Gap Inc. March 2015 - Present
AAA Insurance Exchange August 2011 - February 2013
Consulting Par Excellence, Inc. January 2003 - April 2012
Isobar October 2010 - April 2011
BlackRock November 2009 - June 2010
AKQA August 2009 - November 2009
BGI May 2009 - June 2009
StubHub/Ebay July 2007 - November 2008
BGI September 2005 - June 2007
Charles Schwab 1997 - 2005
Skills
Program Management, Project Management, Product Management, SDLC, Cross-functional Team..., Business Process..., Business Process, Quality Assurance, PMO, ITIL, Risk Management, Issue Management, Change Management, Vendor Management, Organizational..., Collaboration, Mentoring, Structured Documentation, Strategic Planning, Tactical Planning, Global Management, Scope Management, PMLC, Facilitations, Mediation, Conflict Resolution, Common Sense, Organized Multi-tasker, Agile Methodologies, Project Planning, Software Development, Testing, Leadership, Business Analysis, Security, Project Portfolio..., Start-ups, Agile Project Management
Education
University of Redlands
Bachelor of Science (BS), Information Systems
University of San Francisco
pending, Internet Marketing
Brian Placke Brian Placke's Charles Schwab Experience September 2012 - Present
Job CFP(c), VP, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Skills
Wealth Management, Retirement, Investments, Bonds, Conventional, Home Affordable..., HARP, Reverse Mortgages, Construction/Permanent, Foreign National Loans, FHA, VA, USDA Rural Housing, Private Money, Commercial Loans, Purchase Financing, Refinance
Education
University of South Florida 1987 — 1989
BS, Finance, Economics
Lawrence Central H.S. 1981 — 1985
Charles Schwab September 2012 - Present
Skills
Wealth Management, Retirement, Investments, Bonds, Conventional, Home Affordable..., HARP, Reverse Mortgages, Construction/Permanent, Foreign National Loans, FHA, VA, USDA Rural Housing, Private Money, Commercial Loans, Purchase Financing, Refinance
Education
University of South Florida 1987 — 1989
BS, Finance, Economics
Lawrence Central H.S. 1981 — 1985
Raphael Bocchino's Charles Schwab Experience June 2000 - December 2004
Job Director of Talent Acquisition at Airgas Inc., SHRMSCP
Industry Staffing and Recruiting
Experience
Airgas June 2014 - Present
Careerbuilder August 2011 - June 2014
Fidato Partners January 2011 - August 2011
McGrath Systems December 2007 - November 2010
Lehman Brothers Bank / ACC Capital Holdings January 2005 - November 2007
Charles Schwab June 2000 - December 2004
Skills
Sales Management, Business Strategy, Training & Development, Consultative Selling, Social Networking, Employee Training, Selling, Data Analysis, Workforce Planning, Workforce Development, Recruitment Advertising, Marketing Communications, Cold Calling, Sales Process, Strategy, Training, Salesforce.com, Sales, Applicant Tracking..., Human Resources, Business Development, Leadership, Interviews, Talent Management, Temporary Placement, Executive Search, Hiring, Personnel Management, Talent Acquisition, Sourcing, College Recruiting, CRM, Internet Recruiting, Technical Recruiting, Recruiting, Management, Consulting
Education
Villanova University 2015 — 2015
Management Certificate, Human Resources Management and Services
University of Scranton 1995 — 1999
Bachelor's degree, Business Communications
LaSalle College High School 1991 — 1995
General
Airgas June 2014 - Present
Careerbuilder August 2011 - June 2014
Fidato Partners January 2011 - August 2011
McGrath Systems December 2007 - November 2010
Lehman Brothers Bank / ACC Capital Holdings January 2005 - November 2007
Charles Schwab June 2000 - December 2004
Skills
Sales Management, Business Strategy, Training & Development, Consultative Selling, Social Networking, Employee Training, Selling, Data Analysis, Workforce Planning, Workforce Development, Recruitment Advertising, Marketing Communications, Cold Calling, Sales Process, Strategy, Training, Salesforce.com, Sales, Applicant Tracking..., Human Resources, Business Development, Leadership, Interviews, Talent Management, Temporary Placement, Executive Search, Hiring, Personnel Management, Talent Acquisition, Sourcing, College Recruiting, CRM, Internet Recruiting, Technical Recruiting, Recruiting, Management, Consulting
Education
Villanova University 2015 — 2015
Management Certificate, Human Resources Management and Services
University of Scranton 1995 — 1999
Bachelor's degree, Business Communications
LaSalle College High School 1991 — 1995
General
Louis Louisius Louis Louisius's Charles Schwab Experience January 2014 - September 2014
Job FIU Analyst at American Express
Industry Banking
Experience
American Express September 2014 - Present
Charles Schwab January 2014 - September 2014
Citi October 2013 - December 2013
UPS July 2006 - September 2013
Skills
Analysis, Business Analysis, Microsoft Office, Analytics, Risk Management, SAS, Due Diligence, Data Analysis
Education
University of South Florida 2010 — 2013
Bachelor's degree
American Express September 2014 - Present
Charles Schwab January 2014 - September 2014
Citi October 2013 - December 2013
UPS July 2006 - September 2013
Skills
Analysis, Business Analysis, Microsoft Office, Analytics, Risk Management, SAS, Due Diligence, Data Analysis
Education
University of South Florida 2010 — 2013
Bachelor's degree
Stash Veller Stash Veller's Charles Schwab Experience January 2014 - Present
Job Financial Consultant VP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab August 2003 - December 2013
Charles Schwab August 1998 - August 2003
Charles Schwab November 1993 - August 1998
Olde Discount Brokerage March 1992 - November 1993
F. N. Wolf & Co August 1991 - January 1992
Education
University of South Alabama 1987 — 1991
Bachelor of Science (BS), Finance, General
Charles Schwab January 2014 - Present
Charles Schwab August 2003 - December 2013
Charles Schwab August 1998 - August 2003
Charles Schwab November 1993 - August 1998
Olde Discount Brokerage March 1992 - November 1993
F. N. Wolf & Co August 1991 - January 1992
Education
University of South Alabama 1987 — 1991
Bachelor of Science (BS), Finance, General
Faramarz Abedini's Charles Schwab Experience February 2007 - August 2007
Job Senior Principal Consultant at SAS
Industry Information Technology and Services
Experience
SAS March 2011 - Present
Serene Corporation February 2011 - April 2011
Stanford University January 2010 - February 2011
Delta Dental August 2008 - November 2009
Iquay Inc June 2000 - August 2008
Charles Schwab February 2007 - August 2007
Bizthink July 2006 - December 2006
Charles Schwab 2005 - July 2006
baseline consulting 2005 - 2006
Cisco Systems January 2004 - April 2005
Skills
Data Modeling, Data Architecture, Data Warehousing, Enterprise Architecture, Databases, Oracle, ETL, Data Governance, Business Intelligence, Informatica, Data Integration, Master Data Management, Data Migration, PL/SQL, Business Objects, SOA, Requirements Analysis, Data Quality, Teradata, Dimensional Modeling, Business Process, Business Analysis
Education
University of Regina 1985 — 1990
BSc., Computer Science
SAS March 2011 - Present
Serene Corporation February 2011 - April 2011
Stanford University January 2010 - February 2011
Delta Dental August 2008 - November 2009
Iquay Inc June 2000 - August 2008
Charles Schwab February 2007 - August 2007
Bizthink July 2006 - December 2006
Charles Schwab 2005 - July 2006
baseline consulting 2005 - 2006
Cisco Systems January 2004 - April 2005
Skills
Data Modeling, Data Architecture, Data Warehousing, Enterprise Architecture, Databases, Oracle, ETL, Data Governance, Business Intelligence, Informatica, Data Integration, Master Data Management, Data Migration, PL/SQL, Business Objects, SOA, Requirements Analysis, Data Quality, Teradata, Dimensional Modeling, Business Process, Business Analysis
Education
University of Regina 1985 — 1990
BSc., Computer Science
Scott W Thompson's Charles Schwab Experience January 1997 - August 1999
Job
Industry Marketing and Advertising
Experience
Pixability October 2014 - Present
iMedia Communications, Inc. August 2014 - January 2015
CEA group a strategic advisory February 2014 - September 2014
Visible Measures September 2012 - January 2014
Univision Interactive Media February 2009 - August 2012
Univision Interactive Media March 2008 - January 2009
Disney Online July 2004 - February 2008
Jupiter Media November 2003 - June 2004
Winstar Interactive Media 1998 - 2003
Charles Schwab January 1997 - August 1999
Skills
Digital Marketing, Online Advertising, Digital Media, Mobile Advertising, Interactive Advertising, Strategy, Mobile Marketing, New Media, Digital Strategy, Advertising, Integrated Marketing, Analytics, Social Media Marketing, Product Development, Strategic Partnerships, Email Marketing, Mobile Devices, Sales Management, Advertising Sales, Start-up Environment, Digital Video, US Hispanic Market, Staff Development, Key Account Management, Strategic Planning, Budget Forecasts, Sales, Hiring, Leadership, Creativity, Manage Client..., Drive Results, New Business Development, Marketing, Ad Networks, Display Advertising, Interactive Marketing, Emerging Media Strategy, Hispanic, Branded Entertainment, Business Relationship..., Competitive Analysis
Education
University of San Francisco 1991 — 1995
BS, Business Administration
Santa Rosa High School 1987 — 1989
Diploma
Pixability October 2014 - Present
iMedia Communications, Inc. August 2014 - January 2015
CEA group a strategic advisory February 2014 - September 2014
Visible Measures September 2012 - January 2014
Univision Interactive Media February 2009 - August 2012
Univision Interactive Media March 2008 - January 2009
Disney Online July 2004 - February 2008
Jupiter Media November 2003 - June 2004
Winstar Interactive Media 1998 - 2003
Charles Schwab January 1997 - August 1999
Skills
Digital Marketing, Online Advertising, Digital Media, Mobile Advertising, Interactive Advertising, Strategy, Mobile Marketing, New Media, Digital Strategy, Advertising, Integrated Marketing, Analytics, Social Media Marketing, Product Development, Strategic Partnerships, Email Marketing, Mobile Devices, Sales Management, Advertising Sales, Start-up Environment, Digital Video, US Hispanic Market, Staff Development, Key Account Management, Strategic Planning, Budget Forecasts, Sales, Hiring, Leadership, Creativity, Manage Client..., Drive Results, New Business Development, Marketing, Ad Networks, Display Advertising, Interactive Marketing, Emerging Media Strategy, Hispanic, Branded Entertainment, Business Relationship..., Competitive Analysis
Education
University of San Francisco 1991 — 1995
BS, Business Administration
Santa Rosa High School 1987 — 1989
Diploma
Kathryn McMorrow's Charles Schwab Experience 1993 - 1998
Job Finance Operations Management: Audit, FP&A & Project Management
Industry Information Technology and Services
Experience
Consultant: Poject Management, Finance and Audit Compliance April 2014 - November 2014
Kaiser Permanente 2006 - March 2014
Financial Services, Software & Wine Industries January 2004 - December 2010
Indus International 2002 - 2003
Bristol-Myers Squibb - OTN Division 2001 - 2002
Business Engine Software 2000 - 2001
Fujitsu (Formerly Amdahl - Softek) Software 1998 - 2000
Charles Schwab 1993 - 1998
Skills
Forecasting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Analysis, Finance, Financial Reporting, Accounting, Mergers & Acquisitions, Start-ups, Leadership, Project Management, Business Strategy, Auditing, Internal Audit, Management
Education
University of San Francisco
MBA, Finance & International Management
Consultant: Poject Management, Finance and Audit Compliance April 2014 - November 2014
Kaiser Permanente 2006 - March 2014
Financial Services, Software & Wine Industries January 2004 - December 2010
Indus International 2002 - 2003
Bristol-Myers Squibb - OTN Division 2001 - 2002
Business Engine Software 2000 - 2001
Fujitsu (Formerly Amdahl - Softek) Software 1998 - 2000
Charles Schwab 1993 - 1998
Skills
Forecasting, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Analysis, Finance, Financial Reporting, Accounting, Mergers & Acquisitions, Start-ups, Leadership, Project Management, Business Strategy, Auditing, Internal Audit, Management
Education
University of San Francisco
MBA, Finance & International Management
Stephanie Kua, CCP's Charles Schwab Experience February 2008 - October 2008
Job
Industry Internet
Experience
YuMe July 2014 - September 2015
YuMe August 2013 - June 2014
Linden Lab June 2011 - August 2013
Tesla Motors October 2008 - June 2011
Charles Schwab February 2008 - October 2008
Google/Postini, Inc. September 2005 - February 2008
Digital Impact February 2005 - September 2005
Alvarado Hospital November 2002 - February 2005
Leap Wireless 2002 - 2002
MP3.com 2001 - 2001
Skills
HRIS, Compensation, Benefits, Equity Compensation, Performance Management, HR Policies, Benefits Administration, Executive Compensation, Employment Law, Labor Relations, Onboarding, Employee Benefits, FMLA, Salary, Orientation, HR Strategy, Job Descriptions, Job Evaluation, HR Consulting, Legal Compliance, Policy, EEO, Affirmative Action, Workers Compensation, Incentive Programs, Performance Appraisal, Employee Relations, Payroll, New Hire Orientation, Global HR, Workforce Planning, Employee Engagement, ADP, Remuneration, Open Enrollment, COBRA, Plan Administration, ADP Payroll, Deferred Compensation, Executive Pay, New Hire Orientations, Global Mobility, Personnel Management, Internet Recruiting, Human Resources, Employee Training, Training, Compensation Structures, Job Analysis, Applicant Tracking...
Education
University of Rochester 1992 — 1996
B.A., Psychology
University of Rochester - Simon Business School 1992 — 1996
Other, Certificate of Management Studies
YuMe July 2014 - September 2015
YuMe August 2013 - June 2014
Linden Lab June 2011 - August 2013
Tesla Motors October 2008 - June 2011
Charles Schwab February 2008 - October 2008
Google/Postini, Inc. September 2005 - February 2008
Digital Impact February 2005 - September 2005
Alvarado Hospital November 2002 - February 2005
Leap Wireless 2002 - 2002
MP3.com 2001 - 2001
Skills
HRIS, Compensation, Benefits, Equity Compensation, Performance Management, HR Policies, Benefits Administration, Executive Compensation, Employment Law, Labor Relations, Onboarding, Employee Benefits, FMLA, Salary, Orientation, HR Strategy, Job Descriptions, Job Evaluation, HR Consulting, Legal Compliance, Policy, EEO, Affirmative Action, Workers Compensation, Incentive Programs, Performance Appraisal, Employee Relations, Payroll, New Hire Orientation, Global HR, Workforce Planning, Employee Engagement, ADP, Remuneration, Open Enrollment, COBRA, Plan Administration, ADP Payroll, Deferred Compensation, Executive Pay, New Hire Orientations, Global Mobility, Personnel Management, Internet Recruiting, Human Resources, Employee Training, Training, Compensation Structures, Job Analysis, Applicant Tracking...
Education
University of Rochester 1992 — 1996
B.A., Psychology
University of Rochester - Simon Business School 1992 — 1996
Other, Certificate of Management Studies
Chirayu Shah's Charles Schwab Experience September 2006 - February 2007
Job Lead Test Engineer at College Board Enterprise Platform
Industry Education Management
Experience
The College Board March 2010 - Present
COMSYS September 2009 - February 2010
Infosys October 2008 - August 2009
Allstate April 2009 - June 2009
Nationwide Insurance December 2008 - April 2009
LexisNexis March 2007 - October 2008
Charles Schwab September 2006 - February 2007
Software AG April 2006 - September 2006
Cricket Communications October 2005 - April 2006
National Systems Consulting L.P. February 2001 - August 2004
Skills
SOA, SDLC, Agile Methodologies, Java Enterprise Edition, EAI, Enterprise Architecture, Web Services, Weblogic, Software Project..., Data Warehousing, Integration, Oracle, Software Development, Java, JMS, XML, SOAP, WSDL, SoapUI, REST, LoadRunner, Test Planning, TIBCO, Performance Testing, ESB, Middleware, iTKO LISA, Service Test, SOA Security, SOA BPEL, SOA Governance, RESTful WebServices, RESTful architecture, WebSphere Adapters, QTP, Selenium, Message Oriented..., ALBPM, IAM, Oracle Identity Manager, Oracle Access Manager, Identity Management, IT Strategy, Software Engineering, Software Quality..., Quality Center, RUP, Unix, Agile Project Management, ClearQuest
Education
University of Pune 1995 — 1999
BE., Electronics Engineering
University of Pune 1995 — 1999
BE, Electronics Engineering
The College Board March 2010 - Present
COMSYS September 2009 - February 2010
Infosys October 2008 - August 2009
Allstate April 2009 - June 2009
Nationwide Insurance December 2008 - April 2009
LexisNexis March 2007 - October 2008
Charles Schwab September 2006 - February 2007
Software AG April 2006 - September 2006
Cricket Communications October 2005 - April 2006
National Systems Consulting L.P. February 2001 - August 2004
Skills
SOA, SDLC, Agile Methodologies, Java Enterprise Edition, EAI, Enterprise Architecture, Web Services, Weblogic, Software Project..., Data Warehousing, Integration, Oracle, Software Development, Java, JMS, XML, SOAP, WSDL, SoapUI, REST, LoadRunner, Test Planning, TIBCO, Performance Testing, ESB, Middleware, iTKO LISA, Service Test, SOA Security, SOA BPEL, SOA Governance, RESTful WebServices, RESTful architecture, WebSphere Adapters, QTP, Selenium, Message Oriented..., ALBPM, IAM, Oracle Identity Manager, Oracle Access Manager, Identity Management, IT Strategy, Software Engineering, Software Quality..., Quality Center, RUP, Unix, Agile Project Management, ClearQuest
Education
University of Pune 1995 — 1999
BE., Electronics Engineering
University of Pune 1995 — 1999
BE, Electronics Engineering
John Homitz's Charles Schwab Experience January 1992 - January 1993
Job Considering new opportunities
Industry Information Technology and Services
Experience
Accenture Consulting February 2015 - June 2015
HCL Technologies November 2014 - February 2015
Blackstone Technology Group July 2014 - October 2014
CH Reynolds Electric December 2013 - May 2014
Volt Technical Resources July 2004 - September 2013
None January 2003 - January 2004
ICC Corporation March 1996 - November 2002
800 Software January 1993 - January 1996
Charles Schwab January 1992 - January 1993
Skills
Recruiting, Training, Internet Recruiting, Interviews, Applicant Tracking..., Sourcing, Contract Recruitment, Talent Acquisition, Management, Technical Recruiting, Benefits Negotiation, Staffing Services, Sales, Screening, Human Resources, SDLC, Temporary Placement, College Recruiting, IT Recruitment, Onboarding
Education
University of San Francisco 1989 — 1991
Bachelor's Degree, Communication Theory
Skyline HS Oakland 1983 — 1985
general education
Accenture Consulting February 2015 - June 2015
HCL Technologies November 2014 - February 2015
Blackstone Technology Group July 2014 - October 2014
CH Reynolds Electric December 2013 - May 2014
Volt Technical Resources July 2004 - September 2013
None January 2003 - January 2004
ICC Corporation March 1996 - November 2002
800 Software January 1993 - January 1996
Charles Schwab January 1992 - January 1993
Skills
Recruiting, Training, Internet Recruiting, Interviews, Applicant Tracking..., Sourcing, Contract Recruitment, Talent Acquisition, Management, Technical Recruiting, Benefits Negotiation, Staffing Services, Sales, Screening, Human Resources, SDLC, Temporary Placement, College Recruiting, IT Recruitment, Onboarding
Education
University of San Francisco 1989 — 1991
Bachelor's Degree, Communication Theory
Skyline HS Oakland 1983 — 1985
general education
Horacio Cofer's Charles Schwab Experience November 2007 - Present
Job Finance Manager
Industry Banking
Experience
Charles Schwab November 2007 - Present
Education
University of South Florida 1998 — 2000
Charles Schwab November 2007 - Present
Education
University of South Florida 1998 — 2000
Denelle Lum's Charles Schwab Experience 2003 - 2005
Job Experienced Operations and Business Analyst
Industry Financial Services
Experience
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
RS Investments September 2013 - Present
BlackRock April 2011 - September 2013
Pro Unlimited Inc/Blackrock September 2009 - December 2010
BlackRock June 2009 - September 2009
DM Stone/Wells Fargo Fund Management Group April 2009 - June 2009
Pantera Capital September 2008 - March 2009
Robert Half/Federal Home Loan Bank December 2007 - September 2008
OneFifty LLC/Cannell Capital October 2006 - April 2007
Citco Fund Services February 2005 - October 2006
Charles Schwab 2003 - 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Securities, Bloomberg, Middle Office, Alternative Investments, Bonds, Securities Lending, Trading, Portfolio Management, Financial Analysis, Investments, Mutual Funds, Valuation, Credit Derivatives, Prime Brokerage, Swaps, FX Options, Settlement, Trade Operations, Project Management
Education
University of San Francisco 2008 — 2010
Masters, Financial Analysis
University of California, Davis
Bachelor of Science, Managerial Economics
Mel Gaoaen's Charles Schwab Experience January 2010 - September 2014
Job Technical Product Manager
Industry Financial Services
Experience
VMware December 2014 - Present
Charles Schwab January 2010 - September 2014
Charles Schwab June 1998 - August 2014
Pacific Telesis January 1996 - June 1998
Skills
Software Project..., Agile Methodologies, Product Management, Agile Project Management, Requirements Analysis, Vendor Management, Business Analysis, Leadership, SDLC, Program Management
Education
University of San Francisco
Bachelor of Science, Information Management
VMware December 2014 - Present
Charles Schwab January 2010 - September 2014
Charles Schwab June 1998 - August 2014
Pacific Telesis January 1996 - June 1998
Skills
Software Project..., Agile Methodologies, Product Management, Agile Project Management, Requirements Analysis, Vendor Management, Business Analysis, Leadership, SDLC, Program Management
Education
University of San Francisco
Bachelor of Science, Information Management
Jennifer (Towns) Andraca's Charles Schwab Experience April 2000 - January 2009
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - December 2013
Fidelity Investments October 2009 - October 2010
Charles Schwab April 2000 - January 2009
Charles Schwab March 1999 - March 2000
Charles Schwab November 1997 - February 1999
Education
University of San Diego 1993 — 1997
BA, Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - December 2013
Fidelity Investments October 2009 - October 2010
Charles Schwab April 2000 - January 2009
Charles Schwab March 1999 - March 2000
Charles Schwab November 1997 - February 1999
Education
University of San Diego 1993 — 1997
BA, Business Administration
Kathleen McAllister's Charles Schwab Experience November 2000 - July 2005
Job Director, Blackhawk Network
Industry Information Technology and Services
Experience
Blackhawk Network February 2009 - March 2010
Blackhawk Network 2006 - 2008
Charles Schwab November 2000 - July 2005
Education
University of San Francisco
BS
Blackhawk Network February 2009 - March 2010
Blackhawk Network 2006 - 2008
Charles Schwab November 2000 - July 2005
Education
University of San Francisco
BS
Ellen Regonini's Charles Schwab Experience 2007 - 2008
Job Consultant
Industry Information Technology and Services
Experience
ER 517, Inc 2000 - Present
Charles Schwab 2007 - 2008
Education
University of San Francisco 1999 — 2003
BS, Information Systems
ER 517, Inc 2000 - Present
Charles Schwab 2007 - 2008
Education
University of San Francisco 1999 — 2003
BS, Information Systems
Mark Zinman's Charles Schwab Experience 1999 - 2001
Job Mortgage Broker and Financial Advisor
Industry Financial Services
Experience
Pacific Mortgage Consultants 2002 - Present
Charles Schwab 1999 - 2001
Skills
Mortgage Lending, Loans, Refinance, Residential Mortgages, Real Estate, Investment Properties, Sales Management, Residential Homes
Education
University of San Diego 1987 — 1991
Pacific Mortgage Consultants 2002 - Present
Charles Schwab 1999 - 2001
Skills
Mortgage Lending, Loans, Refinance, Residential Mortgages, Real Estate, Investment Properties, Sales Management, Residential Homes
Education
University of San Diego 1987 — 1991
Thomas Hesse's Charles Schwab Experience September 2011 - March 2012
Job IT Director
Industry Computer Software
Experience
BRIDGE Housing Corporation November 2013 - Present
BRIDGE Housing Corporation July 2012 - October 2013
Charles Schwab September 2011 - March 2012
AMB Property Corporation November 2006 - June 2011
NELSON January 1999 - November 2006
Bank of America July 1997 - December 1998
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Crystal Reports, SQL, ETL, Business Objects, Databases, ERP, Software Documentation, Strategy, Business Intelligence..., Management, ASP.NET, Data Migration, Leadership, Quality Assurance, SAP BW, Web Applications, Information Technology, Business Analysis, Project Management, Vendor Management, Enterprise Management..., 3rd Party Software..., IT Infrastructure..., Business Process, SharePoint
Education
University of Regina 1988 — 1994
BSc Mathematics; BSc Computer Science
BRIDGE Housing Corporation November 2013 - Present
BRIDGE Housing Corporation July 2012 - October 2013
Charles Schwab September 2011 - March 2012
AMB Property Corporation November 2006 - June 2011
NELSON January 1999 - November 2006
Bank of America July 1997 - December 1998
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Crystal Reports, SQL, ETL, Business Objects, Databases, ERP, Software Documentation, Strategy, Business Intelligence..., Management, ASP.NET, Data Migration, Leadership, Quality Assurance, SAP BW, Web Applications, Information Technology, Business Analysis, Project Management, Vendor Management, Enterprise Management..., 3rd Party Software..., IT Infrastructure..., Business Process, SharePoint
Education
University of Regina 1988 — 1994
BSc Mathematics; BSc Computer Science
Michele Bonaccorso's Charles Schwab Experience October 2014 - Present
Job Technical Recruiter at Apex Systems
Industry Staffing and Recruiting
Experience
Charles Schwab October 2014 - Present
Apex Systems February 2012 - June 2013
Northwestern Mutual June 2007 - January 2012
Education
University of South Florida 2002 — 2006
BA, Mass Communications
Charles Schwab October 2014 - Present
Apex Systems February 2012 - June 2013
Northwestern Mutual June 2007 - January 2012
Education
University of South Florida 2002 — 2006
BA, Mass Communications
Shannon Nicholson Grotjahn's Charles Schwab Experience April 2011 - February 2012
Job Independent Consultant
Industry Internet
Experience
Self Employed March 2012 - Present
Charles Schwab April 2011 - February 2012
Autodesk September 2008 - March 2010
Wells Fargo April 2004 - August 2008
The Sharper Image April 2003 - March 2004
Independant Consultant December 2001 - April 2003
Quokka Sports February 1999 - January 2001
Wheeler & Associates September 1994 - November 1996
Skills
Management, Content Strategy, Product Management, E-commerce, Product Marketing, Online Advertising, Digital Marketing, Marketing Strategy, Cross-functional Team..., User Experience, Web Analytics, Social Media, Social Media Marketing, Strategic Planning, CRM, Strategy, Analytics, Product Development, Strategic Partnerships, Web Marketing, Online Marketing, Start-ups, Integrated Marketing, Email Marketing, Entrepreneurship, Holistic Health, Project Management, Customer Engagement, Customer Service, Public Relations, Salesforce.com, SEM, SEO, Lead Generation, Direct Marketing, Multi-channel Marketing, Digital Strategy, Content Management, Mobile Devices, Competitive Analysis, Business Development, Digital Media
Education
Institute of Integrative Nutrition
Integrative Health & Wellness Coach
University of San Diego
Bachelor's degree, International Relations and Affairs
University of San Diego
Bachelor of Science (BS), International Relations and Affairs
Self Employed March 2012 - Present
Charles Schwab April 2011 - February 2012
Autodesk September 2008 - March 2010
Wells Fargo April 2004 - August 2008
The Sharper Image April 2003 - March 2004
Independant Consultant December 2001 - April 2003
Quokka Sports February 1999 - January 2001
Wheeler & Associates September 1994 - November 1996
Skills
Management, Content Strategy, Product Management, E-commerce, Product Marketing, Online Advertising, Digital Marketing, Marketing Strategy, Cross-functional Team..., User Experience, Web Analytics, Social Media, Social Media Marketing, Strategic Planning, CRM, Strategy, Analytics, Product Development, Strategic Partnerships, Web Marketing, Online Marketing, Start-ups, Integrated Marketing, Email Marketing, Entrepreneurship, Holistic Health, Project Management, Customer Engagement, Customer Service, Public Relations, Salesforce.com, SEM, SEO, Lead Generation, Direct Marketing, Multi-channel Marketing, Digital Strategy, Content Management, Mobile Devices, Competitive Analysis, Business Development, Digital Media
Education
Institute of Integrative Nutrition
Integrative Health & Wellness Coach
University of San Diego
Bachelor's degree, International Relations and Affairs
University of San Diego
Bachelor of Science (BS), International Relations and Affairs
David Maigret's Charles Schwab Experience 1995 - 1998
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
kerry ann doran's Charles Schwab Experience January 1997 - November 2004
Job Wealth Management Advisor
Industry Financial Services
Experience
TD Ameritrade December 2004 - December 2013
Charles Schwab January 1997 - November 2004
Skills
Management and sales...
Education
United States Army School of Aviation 1981 — 1986
Uh-1h rotary wing, Aviator.
University of San Francisco 1978 — 1981
Psychology
Semester at Sea
TD Ameritrade December 2004 - December 2013
Charles Schwab January 1997 - November 2004
Skills
Management and sales...
Education
United States Army School of Aviation 1981 — 1986
Uh-1h rotary wing, Aviator.
University of San Francisco 1978 — 1981
Psychology
Semester at Sea
Dale Arriola's Charles Schwab Experience March 2000 - July 2002
Job Database Administrator at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2006 - Present
Wells Fargo January 2003 - December 2006
Visa October 2002 - December 2002
Charles Schwab March 2000 - July 2002
Fireman's Fund Insurance Company December 1998 - March 2000
Gap Inc. September 1998 - August 1999
Quick Response Services June 1994 - August 1998
Peter R. Johnson & Company September 1990 - June 1994
Tower Corporation October 1988 - September 1990
Philippine Commercial & International Bank August 1987 - September 1988
Skills
DB2, SDLC, Data Warehousing, Visio, JCL, Mainframe, SQL, z/OS, COBOL, Requirements Analysis, Databases, CICS, Stored Procedures, Data Modeling, Systems Analysis, Requirements Gathering, TSO, Fileaid, ISPF, MVS, IBM Mainframe, VSAM
Education
University of Santo Tomas 1982 — 1986
Bachelor of Science in Civil Engineering
Wells Fargo Bank December 2006 - Present
Wells Fargo January 2003 - December 2006
Visa October 2002 - December 2002
Charles Schwab March 2000 - July 2002
Fireman's Fund Insurance Company December 1998 - March 2000
Gap Inc. September 1998 - August 1999
Quick Response Services June 1994 - August 1998
Peter R. Johnson & Company September 1990 - June 1994
Tower Corporation October 1988 - September 1990
Philippine Commercial & International Bank August 1987 - September 1988
Skills
DB2, SDLC, Data Warehousing, Visio, JCL, Mainframe, SQL, z/OS, COBOL, Requirements Analysis, Databases, CICS, Stored Procedures, Data Modeling, Systems Analysis, Requirements Gathering, TSO, Fileaid, ISPF, MVS, IBM Mainframe, VSAM
Education
University of Santo Tomas 1982 — 1986
Bachelor of Science in Civil Engineering
Calvin Chu's Charles Schwab Experience 2000 - 2006
Job All About System Performance
Industry Information Technology and Services
Experience
Responsys May 2013 - Present
Walmart eCommerce 2011 - May 2013
Dell Computers 2009 - 2011
CA Technologies 2007 - 2009
Kodak Gallery 2006 - 2007
Charles Schwab 2000 - 2006
Bank of America 1991 - 2000
Skills
Scalability, Performance Tuning, Performance Benchmarking, Java, Capacity Planning, Performance Analysis, DB performance, Python, Windows .NET, MS SQL Server, Oracle, Sybase, Shell Scripting, Wily Introscope, Dynatrace, Performance probelm...
Education
University of Rochester
Responsys May 2013 - Present
Walmart eCommerce 2011 - May 2013
Dell Computers 2009 - 2011
CA Technologies 2007 - 2009
Kodak Gallery 2006 - 2007
Charles Schwab 2000 - 2006
Bank of America 1991 - 2000
Skills
Scalability, Performance Tuning, Performance Benchmarking, Java, Capacity Planning, Performance Analysis, DB performance, Python, Windows .NET, MS SQL Server, Oracle, Sybase, Shell Scripting, Wily Introscope, Dynatrace, Performance probelm...
Education
University of Rochester
Dave Federico's Charles Schwab Experience June 1999 - Present
Job Technical Director Project Management at Charles Schwab PMP, CSM
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Pacific Gas & Electric June 1985 - May 1999
Skills
PMP, ITIL, Agile Methodologies, RUP, IT Management, Project Management, Cloud Computing, MS Project, Enterprise Architecture, Management, Program Management, Data Center, Project Delivery, IT Strategy, Software Project..., SDLC, PMO, Vendor Management, Project Portfolio..., Requirements Gathering, Visio, Microsoft Project
Education
University of San Francisco 1988 — 1992
BS, Information Systems Management
Lowell High School 1979 — 1981
Charles Schwab June 1999 - Present
Pacific Gas & Electric June 1985 - May 1999
Skills
PMP, ITIL, Agile Methodologies, RUP, IT Management, Project Management, Cloud Computing, MS Project, Enterprise Architecture, Management, Program Management, Data Center, Project Delivery, IT Strategy, Software Project..., SDLC, PMO, Vendor Management, Project Portfolio..., Requirements Gathering, Visio, Microsoft Project
Education
University of San Francisco 1988 — 1992
BS, Information Systems Management
Lowell High School 1979 — 1981
Joshua Vore's Charles Schwab Experience October 2011 - March 2012
Job Independent Trader
Industry Financial Services
Experience
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Great Point Capital LLC April 2012 - December 2013
Charles Schwab October 2011 - March 2012
Edward Jones October 2010 - October 2011
Great Point Capital LLC(Assent LLC) July 2010 - October 2010
Assent LLC July 2007 - July 2010
Kershner Trading Group October 2003 - June 2007
Wells Fargo Securities(Black&Co.) June 2001 - November 2002
Black & Co. May 1999 - May 2001
Skills
Trading, Securities, Options, Team Leadership, Equities, Financial Markets, Financial Services, ETFs, Bonds, Finance, Traders, Trading Strategies, Equity Trading, Proprietary Trading, Series 7
Education
University of Portland 1994 — 1998
Bachelors, Finance
Jeanne Cosme's Charles Schwab Experience November 2005 - Present
Job HR Direct Rep at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2005 - Present
Education
University of Santo Tomas 1976 — 1981
Charles Schwab November 2005 - Present
Education
University of Santo Tomas 1976 — 1981
David Leeson's Charles Schwab Experience January 2004 - May 2006
Job Tech Lead, BA, and Project Manager at Blackrock
Industry Information Technology and Services
Experience
BlackRock October 2008 - Present
Barclays Global Investors 2006 - September 2008
Charles Schwab January 2004 - May 2006
DHL Airways October 2001 - December 2003
Schwab Institutional April 1996 - August 2001
Skills
Fixed Income, Securities, Derivatives, Portfolio Management, Asset Managment, Unix, Microsoft SQL Server, Business Analysis, Team Management, Equities, Hedge Funds, SQL, SDLC, Sybase, Back Office, Databases, Financial Services, Trading Systems, Java, Capital Markets, Oracle, Project Management, FX Options, Weblogic, Visual Basic, Corporate Actions, Linux, SWIFT payments, Middle Office, Market Data, Integration
Education
The University of Reading 1981 — 1984
Bachelor Of Science, Computer Science and Statistics
BlackRock October 2008 - Present
Barclays Global Investors 2006 - September 2008
Charles Schwab January 2004 - May 2006
DHL Airways October 2001 - December 2003
Schwab Institutional April 1996 - August 2001
Skills
Fixed Income, Securities, Derivatives, Portfolio Management, Asset Managment, Unix, Microsoft SQL Server, Business Analysis, Team Management, Equities, Hedge Funds, SQL, SDLC, Sybase, Back Office, Databases, Financial Services, Trading Systems, Java, Capital Markets, Oracle, Project Management, FX Options, Weblogic, Visual Basic, Corporate Actions, Linux, SWIFT payments, Middle Office, Market Data, Integration
Education
The University of Reading 1981 — 1984
Bachelor Of Science, Computer Science and Statistics
Michele Kiyota's Charles Schwab Experience May 2011 - December 2011
Job Self Employed Gardener
Industry Financial Services
Experience
Self Employed - Gardener March 2013 - Present
Friends of the San Francisco Public Library May 2009 - Present
Orben Place HOA April 2009 - Present
Commonwealth Club of California October 2010 - June 2012
Charles Schwab May 2011 - December 2011
City CarShare September 2009 - December 2009
Orben Place HOA April 2000 - April 2009
Ridge Consultants August 2008 - November 2008
Compuware Corp. July 2000 - December 2000
Schwab Charitable July 1999 - April 2000
Skills
Editing, Non-profits, Research, Training, Project Management, Management, Customer Service, Microsoft Excel, Community Outreach, Volunteer Management, Budgets, Social Media
Education
University of San Francisco 1979 — 1985
B.A, Economics
Self Employed - Gardener March 2013 - Present
Friends of the San Francisco Public Library May 2009 - Present
Orben Place HOA April 2009 - Present
Commonwealth Club of California October 2010 - June 2012
Charles Schwab May 2011 - December 2011
City CarShare September 2009 - December 2009
Orben Place HOA April 2000 - April 2009
Ridge Consultants August 2008 - November 2008
Compuware Corp. July 2000 - December 2000
Schwab Charitable July 1999 - April 2000
Skills
Editing, Non-profits, Research, Training, Project Management, Management, Customer Service, Microsoft Excel, Community Outreach, Volunteer Management, Budgets, Social Media
Education
University of San Francisco 1979 — 1985
B.A, Economics
Romero Scigliano's Charles Schwab Experience March 1991 - April 2009
Job Consultant at RLS Consulting
Industry Financial Services
Experience
RLS Consulting February 2013 - Present
TD Ameritrade September 2009 - January 2013
Charles Schwab March 1991 - April 2009
Skills
Wealth Management, Investments, Financial Services, Investment Advisory, Portfolio Management, Series 24, Series 65, Sales Management
Education
University of San Francisco
MBA
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.)
RLS Consulting February 2013 - Present
TD Ameritrade September 2009 - January 2013
Charles Schwab March 1991 - April 2009
Skills
Wealth Management, Investments, Financial Services, Investment Advisory, Portfolio Management, Series 24, Series 65, Sales Management
Education
University of San Francisco
MBA
University of Southern California - Marshall School of Business
Bachelor of Science (B.S.)
James E. Brennan's Charles Schwab Experience 1996 - 2002
Job CFP offering FeeOnly Financial Guidance at 1 North Wealth Services
Industry Financial Services
Experience
1 North Wealth Services, LLC February 1996 - Present
Charles Schwab 1996 - 2002
Skills
Retirement Planning, Financial Analysis, Financial Advisory, Portfolio Management, Microsoft Excel, Finance, Investments, Certified Financial..., Investment Advisory, Estate Planning, Retirement, 401k, Loans, Strategic Planning
Education
College of Financial Planning 1998 — 1999
CFP, Financial Planning
University of Scranton 1984 — 1988
BS, Political Science/History/Psych
1 North Wealth Services, LLC February 1996 - Present
Charles Schwab 1996 - 2002
Skills
Retirement Planning, Financial Analysis, Financial Advisory, Portfolio Management, Microsoft Excel, Finance, Investments, Certified Financial..., Investment Advisory, Estate Planning, Retirement, 401k, Loans, Strategic Planning
Education
College of Financial Planning 1998 — 1999
CFP, Financial Planning
University of Scranton 1984 — 1988
BS, Political Science/History/Psych
Eric J. Schneider's Charles Schwab Experience July 2007 - July 2014
Job Dreamer
Industry Recreational Facilities and Services
Experience
Self July 2014 - Present
Charles Schwab July 2007 - July 2014
Merrill Lynch May 2005 - May 2007
Ameriprise Financial Services, Inc. December 2001 - May 2005
MCA Records March 1998 - March 2001
Skills
Series 7, Business Development, Strategic Planning, Series 63, Marketing, Public Speaking, Asset Allocation, Wealth Management, Retirement Planning, Marketing Strategy, Account Management, CRM, Investments, Sales, Dreamweaver
Education
University of San Francisco 1992 — 1996
Bachelor of Arts (B.A.), History
Self July 2014 - Present
Charles Schwab July 2007 - July 2014
Merrill Lynch May 2005 - May 2007
Ameriprise Financial Services, Inc. December 2001 - May 2005
MCA Records March 1998 - March 2001
Skills
Series 7, Business Development, Strategic Planning, Series 63, Marketing, Public Speaking, Asset Allocation, Wealth Management, Retirement Planning, Marketing Strategy, Account Management, CRM, Investments, Sales, Dreamweaver
Education
University of San Francisco 1992 — 1996
Bachelor of Arts (B.A.), History
Cynthia Weaver's Charles Schwab Experience 2000 - 2004
Job Corporate Strategy, PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
Bob Gigliotti's Charles Schwab Experience June 1997 - June 2002
Job Ole Miss Management Ph.D. Candidate
Industry Human Resources
Experience
Marian Court College September 2010 - June 2014
MasteryWorks, Inc. February 2012 - Present
Career Systems International October 2005 - February 2011
Genentech June 2004 - December 2007
University of San Francisco September 1997 - June 2004
Charles Schwab June 1997 - June 2002
Skills
Employee Engagement, Talent Management, Leadership Development, Executive Coaching, Performance Management, Organizational..., Coaching, Career Development, Program Management, Leadership, Career Counseling, Change Management, Strategy, Instructional Design, Training
Education
University of Mississipi 2014 — 2018
Doctor of Philosophy (Ph.D.), Management
University of San Francisco 1996 — 1997
MBA, Finance
Salem State University 1978 — 1982
BS, Management
Marian Court College September 2010 - June 2014
MasteryWorks, Inc. February 2012 - Present
Career Systems International October 2005 - February 2011
Genentech June 2004 - December 2007
University of San Francisco September 1997 - June 2004
Charles Schwab June 1997 - June 2002
Skills
Employee Engagement, Talent Management, Leadership Development, Executive Coaching, Performance Management, Organizational..., Coaching, Career Development, Program Management, Leadership, Career Counseling, Change Management, Strategy, Instructional Design, Training
Education
University of Mississipi 2014 — 2018
Doctor of Philosophy (Ph.D.), Management
University of San Francisco 1996 — 1997
MBA, Finance
Salem State University 1978 — 1982
BS, Management
Kurt Glaubitz's Charles Schwab Experience 2000 - 2002
Job Global Media Relations Manager at Chevron
Industry Oil & Energy
Experience
Chevron Corporation July 2013 - Present
Chevron Corporation 2008 - July 2013
Chevron Corporation 2005 - 2008
Chevron Corporation 2004 - 2005
Chevron Corporation 2002 - 2004
Charles Schwab 2000 - 2002
Bank of America 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Media Relations, Energy, Public Relations, Strategy Development, Strategic Planning, Editing, Writing, Internal Communications, Executive Communications, Corporate Communications, Crisis Communications, Strategic Communications, Crisis Management
Education
University of California at Davis
Bachelor of Arts, Psychology
University of San Francisco
Master of Arts, Creative Writing
Chevron Corporation July 2013 - Present
Chevron Corporation 2008 - July 2013
Chevron Corporation 2005 - 2008
Chevron Corporation 2004 - 2005
Chevron Corporation 2002 - 2004
Charles Schwab 2000 - 2002
Bank of America 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Media Relations, Energy, Public Relations, Strategy Development, Strategic Planning, Editing, Writing, Internal Communications, Executive Communications, Corporate Communications, Crisis Communications, Strategic Communications, Crisis Management
Education
University of California at Davis
Bachelor of Arts, Psychology
University of San Francisco
Master of Arts, Creative Writing
Amanda Bruemmer's Charles Schwab Experience March 2007 - January 2009
Job Global Program Manager Team and Leadership Development @ Atlassian
Industry Computer Software
Experience
Atlassian October 2014 - Present
SuccessFactors, an SAP Company July 2012 - Present
SuccessFactors July 2012 - January 2014
Imagine the Power January 2009 - July 2012
Charles Schwab March 2007 - January 2009
StorageTek/Sun 2003 - 2005
Lucent Technologies January 2000 - August 2003
Newbridge Networks 1998 - 2000
Cabletron Systems 1996 - 1998
Intel Corporation 1993 - 1996
Skills
SaaS, Training Delivery, Coaching, Team Leadership, Workshop Facilitation, Talent Management, Job Coaching, Leadership, Channel Partners, Leadership Development, New Business Development, Management Consulting, Employee Engagement, Sales, Strategy, CRM, Executive Coaching, Lifestyle Coaching, Management, Performance Management, Employee Training, Business Analysis, Organizational..., Consulting, Start-ups
Education
University of San Francisco 2005 — 2006
MA, Teaching English as a Second Language, Digital Media and Learning
University of West of England, Bristol 1990 — 1993
BA with Honors, Dual major: Information Systems, French and German
Atlassian October 2014 - Present
SuccessFactors, an SAP Company July 2012 - Present
SuccessFactors July 2012 - January 2014
Imagine the Power January 2009 - July 2012
Charles Schwab March 2007 - January 2009
StorageTek/Sun 2003 - 2005
Lucent Technologies January 2000 - August 2003
Newbridge Networks 1998 - 2000
Cabletron Systems 1996 - 1998
Intel Corporation 1993 - 1996
Skills
SaaS, Training Delivery, Coaching, Team Leadership, Workshop Facilitation, Talent Management, Job Coaching, Leadership, Channel Partners, Leadership Development, New Business Development, Management Consulting, Employee Engagement, Sales, Strategy, CRM, Executive Coaching, Lifestyle Coaching, Management, Performance Management, Employee Training, Business Analysis, Organizational..., Consulting, Start-ups
Education
University of San Francisco 2005 — 2006
MA, Teaching English as a Second Language, Digital Media and Learning
University of West of England, Bristol 1990 — 1993
BA with Honors, Dual major: Information Systems, French and German
Douglas Schaefer's Charles Schwab Experience April 1995 - Present
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1995 - Present
Education
University of Rhode Island 1974 — 1979
Charles Schwab April 1995 - Present
Education
University of Rhode Island 1974 — 1979
Matthew Babcock, CFA's Charles Schwab Experience October 2005 - August 2006
Job Investment Consultant at Pacific Life
Industry Investment Management
Experience
Pacific Life March 2014 - Present
ING March 2012 - January 2014
ING March 2010 - March 2012
ING August 2006 - March 2010
Charles Schwab October 2005 - August 2006
Charles Schwab August 1999 - October 2005
Moskal Klein Inc. July 1997 - August 1999
Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Equities, Asset Managment, Financial Analysis, Investment Management, Relationship Management, Bloomberg, Retirement Planning, Investment Strategies, Chartered Financial..., Morningstar Direct, Database Design, Manager Selection, Retirement, 401k, Pensions, Bonds, Bloomberg Terminal, Options, Fixed Income Analysis, Hedge Funds, Securities, Due Diligence, Institutional..., Derivatives, Fund Of Funds, Performance Attribution, Asset Management
Education
University of South Florida 1993 — 1998
1998, Finance
Clarkston High School 1993 — 1993
Pacific Life March 2014 - Present
ING March 2012 - January 2014
ING March 2010 - March 2012
ING August 2006 - March 2010
Charles Schwab October 2005 - August 2006
Charles Schwab August 1999 - October 2005
Moskal Klein Inc. July 1997 - August 1999
Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Equities, Asset Managment, Financial Analysis, Investment Management, Relationship Management, Bloomberg, Retirement Planning, Investment Strategies, Chartered Financial..., Morningstar Direct, Database Design, Manager Selection, Retirement, 401k, Pensions, Bonds, Bloomberg Terminal, Options, Fixed Income Analysis, Hedge Funds, Securities, Due Diligence, Institutional..., Derivatives, Fund Of Funds, Performance Attribution, Asset Management
Education
University of South Florida 1993 — 1998
1998, Finance
Clarkston High School 1993 — 1993
Rich Wulforst's Charles Schwab Experience March 2010 - Present
Job V.P. / Branch Manager
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Charles Schwab February 2003 - March 2010
Prudential Securities January 1994 - August 2001
Education
University of Denver - Daniels College of Business 2014 — 2014
High Performance Leadership, Business Administration and Management, General
University of Rhode Island - College of Business Administration 1989 — 1993
B.S. Finance, Accounting
Charles Schwab March 2010 - Present
Charles Schwab February 2003 - March 2010
Prudential Securities January 1994 - August 2001
Education
University of Denver - Daniels College of Business 2014 — 2014
High Performance Leadership, Business Administration and Management, General
University of Rhode Island - College of Business Administration 1989 — 1993
B.S. Finance, Accounting
Roger Pupp, Ph.D., CFA's Charles Schwab Experience April 2004 - Present
Job Quantitative Analyst
Industry Financial Services
Experience
Charles Schwab April 2004 - Present
California State Automobile Association (AAA) September 2003 - February 2004
Bank of America September 1997 - January 2003
Quantitative Business Solutions February 1992 - September 1997
Skills
Business Analysis, Quantitative Finance, Financial Modeling, Trading, FX Options, SDLC, Economics, Portfolio Management, Management, Finance, SAS, Derivatives, Investments, Fixed Income, Risk Management, Software Project..., Time Series Analysis, Options, Credit Risk, Agile Methodologies
Education
Washington University in St. Louis
Ph.D., Economics
University of South Florida
MA, Mathematics
Charles Schwab April 2004 - Present
California State Automobile Association (AAA) September 2003 - February 2004
Bank of America September 1997 - January 2003
Quantitative Business Solutions February 1992 - September 1997
Skills
Business Analysis, Quantitative Finance, Financial Modeling, Trading, FX Options, SDLC, Economics, Portfolio Management, Management, Finance, SAS, Derivatives, Investments, Fixed Income, Risk Management, Software Project..., Time Series Analysis, Options, Credit Risk, Agile Methodologies
Education
Washington University in St. Louis
Ph.D., Economics
University of South Florida
MA, Mathematics
Chase Langford's Charles Schwab Experience April 2015 - Present
Job _ at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Gunfighter Tactical (formerly Wiser Owl) May 2014 - November 2014
Wiser Owl Tactical and Firearms August 2012 - May 2014
Parallax Tactical January 2010 - January 2011
US Army June 2005 - January 2010
Skills
Hold Series 7, Series 63, FINRA, Military, Microsoft Office, Military Experience, Inventory Management, Sales Management, Inventory Control, Management, Physical Security, Security Operations, Armorer, Gunsmithing, Hydrodip, Cerakote, Duracoat, Firearms, Military Training, Force Protection
Education
University of San Diego 2010 — 2014
BA HISTORY
Charles Schwab April 2015 - Present
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Cheaper Than Dirt 2014 - 2015
Gunfighter Tactical (formerly Wiser Owl) May 2014 - November 2014
Wiser Owl Tactical and Firearms August 2012 - May 2014
Parallax Tactical January 2010 - January 2011
US Army June 2005 - January 2010
Skills
Hold Series 7, Series 63, FINRA, Military, Microsoft Office, Military Experience, Inventory Management, Sales Management, Inventory Control, Management, Physical Security, Security Operations, Armorer, Gunsmithing, Hydrodip, Cerakote, Duracoat, Firearms, Military Training, Force Protection
Education
University of San Diego 2010 — 2014
BA HISTORY
Bill Parrott, CFP®'s Charles Schwab Experience April 2008 - September 2015
Job President and CEO at Parrott Wealth Management
Industry Financial Services
Experience
Parrott Wealth Management September 2015 - Present
Charles Schwab April 2008 - September 2015
A.G. Edwards & Sons, Inc. August 2006 - April 2008
Morgan Stanley January 1990 - August 2006
Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading
Education
University of San Diego 1984 — 1988
B.B.A., Business
Arcadia High School 1980 — 1983
Parrott Wealth Management September 2015 - Present
Charles Schwab April 2008 - September 2015
A.G. Edwards & Sons, Inc. August 2006 - April 2008
Morgan Stanley January 1990 - August 2006
Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading
Education
University of San Diego 1984 — 1988
B.B.A., Business
Arcadia High School 1980 — 1983
Peg Richards's Charles Schwab Experience 1999 - 2002
Job Broker/Owner Richards Real Estate in Rio Vista CA
Industry Human Resources
Experience
Richards Real Estate July 2003 - Present
Charles Schwab 1999 - 2002
Network Equipment Technologies January 1991 - November 1999
Skills
Needs Analysis, Organizational..., Series 7, Learning Management, Training, Instructor-led Training, Employee Training, Telecommunications, Instructional Design, Technical Writing, Coaching, Leadership Development, Executive Coaching, Program Management, Management
Education
Duke University Executive Education Program 1991 — 1991
Certificate of Achievement, Business Development
University of San Francisco 1989 — 1990
BS, Organizational Behavior
Richards Real Estate July 2003 - Present
Charles Schwab 1999 - 2002
Network Equipment Technologies January 1991 - November 1999
Skills
Needs Analysis, Organizational..., Series 7, Learning Management, Training, Instructor-led Training, Employee Training, Telecommunications, Instructional Design, Technical Writing, Coaching, Leadership Development, Executive Coaching, Program Management, Management
Education
Duke University Executive Education Program 1991 — 1991
Certificate of Achievement, Business Development
University of San Francisco 1989 — 1990
BS, Organizational Behavior
Lorna Velasquez's Charles Schwab Experience 1999 - 2009
Job Human Resources Professional
Industry Biotechnology
Experience
Charles Schwab 1999 - 2009
Education
University of Santo Tomas
Charles Schwab 1999 - 2009
Education
University of Santo Tomas
David Daughtry's Charles Schwab Experience September 1995 - July 2010
Job Independent Business Owner at QIVANA
Industry Financial Services
Experience
QIVANA July 2008 - Present
Charles Schwab September 1995 - July 2010
Quick & Reilly June 1993 - September 1995
Jenny Craig Corporation January 1992 - June 1993
L.P.D. World Enterprises January 1990 - December 1991
Education
University of South Florida 1989 — 1991
BS, Marketing & Finance
QIVANA July 2008 - Present
Charles Schwab September 1995 - July 2010
Quick & Reilly June 1993 - September 1995
Jenny Craig Corporation January 1992 - June 1993
L.P.D. World Enterprises January 1990 - December 1991
Education
University of South Florida 1989 — 1991
BS, Marketing & Finance
James Helsel's Charles Schwab Experience July 2002 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2002 - Present
Education
University of South Carolina - Darla Moore School of Business 1989 — 1993
Bachelor of Science (BS), Marketing and Finance
Charles Schwab July 2002 - Present
Education
University of South Carolina - Darla Moore School of Business 1989 — 1993
Bachelor of Science (BS), Marketing and Finance
Steve Melen's Charles Schwab Experience 1993 - 2007
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2007 - Present
Charles Schwab 1993 - 2007
Skills
Investments, Financial Modeling, Wealth Management, Portfolio Management, Equities, Asset Management, Financial Analysis, Alternative Investments, Start-ups, Valuation, Strategic Planning, Business Development, Finance, Leadership, Management, Marketing Strategy
Education
University of San Diego
bba, Business
Morgan Stanley May 2007 - Present
Charles Schwab 1993 - 2007
Skills
Investments, Financial Modeling, Wealth Management, Portfolio Management, Equities, Asset Management, Financial Analysis, Alternative Investments, Start-ups, Valuation, Strategic Planning, Business Development, Finance, Leadership, Management, Marketing Strategy
Education
University of San Diego
bba, Business
Jordan Cassidy's Charles Schwab Experience August 2009 - May 2010
Job Senior Underwriter at ACE Group
Industry Financial Services
Experience
ACE Group December 2014 - Present
Marsh & McLennan Companies, Inc. September 2014 - December 2014
ACE Group October 2012 - August 2014
AIG November 2010 - October 2012
Charles Schwab August 2009 - May 2010
The Bank of New York Mellon May 2008 - August 2008
Education
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Entrepreneurial Management
ACE Group December 2014 - Present
Marsh & McLennan Companies, Inc. September 2014 - December 2014
ACE Group October 2012 - August 2014
AIG November 2010 - October 2012
Charles Schwab August 2009 - May 2010
The Bank of New York Mellon May 2008 - August 2008
Education
University of Rhode Island - College of Business Administration 2005 — 2009
BS, Entrepreneurial Management
Joan (Breslin) Jardin's Charles Schwab Experience February 1999 - June 2002
Job Internal Audit Professional Practices, Visa Inc.
Industry Financial Services
Experience
Visa, Inc. November 2011 - Present
Barbagelata Real Estate 2002 - November 2011
Charles Schwab February 1999 - June 2002
California Pacific Medical Center, January 1996 - February 1999
Hamilton Family Center September 1994 - January 1996
St. Vincent De Paul Society August 1993 - August 1994
Chevron U.S.A. Inc. November 1992 - August 1993
Arthur Andersen & Co. July 1990 - September 1992
Skills
Investment Properties, Loans, Negotiation, Analysis, Internal Audit, Internal Controls, Real Estate, Risk Management, Financial Analysis, Investments, Process Improvement, Accounting, Management, Finance
Education
University of San Francisco 1985 — 1989
BSBA, Accounting Major Economics Minor
Visa, Inc. November 2011 - Present
Barbagelata Real Estate 2002 - November 2011
Charles Schwab February 1999 - June 2002
California Pacific Medical Center, January 1996 - February 1999
Hamilton Family Center September 1994 - January 1996
St. Vincent De Paul Society August 1993 - August 1994
Chevron U.S.A. Inc. November 1992 - August 1993
Arthur Andersen & Co. July 1990 - September 1992
Skills
Investment Properties, Loans, Negotiation, Analysis, Internal Audit, Internal Controls, Real Estate, Risk Management, Financial Analysis, Investments, Process Improvement, Accounting, Management, Finance
Education
University of San Francisco 1985 — 1989
BSBA, Accounting Major Economics Minor
Joe Henriquez Jr's Charles Schwab Experience February 2010 - February 2011
Job Junior Estimator at AIO Electric
Industry Construction
Experience
All-In-One Electric, INC February 2013 - Present
JDHenry Studios February 2014 - Present
Charles Schwab February 2010 - February 2011
E*TRADE Financial February 2006 - December 2007
Skills
Audio Engineering, Composition, Event Planning, Customer Service, DJ, Piano, Networking, Music Theory, Project Management, Music Industry, Sales, Microsoft Office, Management, Music Production, Team Building, Bilingual, Spanish-speaking, Computer Maintenance, Computer Repair, Landscaping, Landscape Maintenance, Project Estimation, Electrical Contracting, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint, Editing, Leadership, Music, Video Editing, Outlook, Relationship Management, Relationship Building, Long-term Customer..., Relationship Development, Vendor Relationship...
Education
University of South Florida 2001 — 2003
Business, Economics, Music Theory, Business Management
Hillsborough Community College
All-In-One Electric, INC February 2013 - Present
JDHenry Studios February 2014 - Present
Charles Schwab February 2010 - February 2011
E*TRADE Financial February 2006 - December 2007
Skills
Audio Engineering, Composition, Event Planning, Customer Service, DJ, Piano, Networking, Music Theory, Project Management, Music Industry, Sales, Microsoft Office, Management, Music Production, Team Building, Bilingual, Spanish-speaking, Computer Maintenance, Computer Repair, Landscaping, Landscape Maintenance, Project Estimation, Electrical Contracting, Microsoft Excel, Microsoft Word, Social Media Marketing, PowerPoint, Editing, Leadership, Music, Video Editing, Outlook, Relationship Management, Relationship Building, Long-term Customer..., Relationship Development, Vendor Relationship...
Education
University of South Florida 2001 — 2003
Business, Economics, Music Theory, Business Management
Hillsborough Community College
Ben Holguin's Charles Schwab Experience April 2015 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
USAA July 2011 - March 2015
T. Rowe Price November 2003 - August 2011
John Hancock Financial Services 1999 - 2002
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Series 63, Asset Allocation, FINRA, Retirement, Financial Services, Investment Advisory, Sales, Investment Strategies, Finance, Uniform Combined State..., Insurance, Series 6, Series 24, Employee Benefits, Life, Health and..., Series 9, Series 10, Series 51
Education
University of South Florida
B.S., Economics
Charles Schwab April 2015 - Present
USAA July 2011 - March 2015
T. Rowe Price November 2003 - August 2011
John Hancock Financial Services 1999 - 2002
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Series 63, Asset Allocation, FINRA, Retirement, Financial Services, Investment Advisory, Sales, Investment Strategies, Finance, Uniform Combined State..., Insurance, Series 6, Series 24, Employee Benefits, Life, Health and..., Series 9, Series 10, Series 51
Education
University of South Florida
B.S., Economics
Dean Hutter's Charles Schwab Experience April 1987 - Present
Job Sr.Learning Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1987 - Present
L. F. Rothschild February 1983 - April 1987
Crocker National Bank January 1980 - February 1983
Skills
Securities, Wealth Management, Mutual Funds, Financial Services, Investments, Risk Management, Leadership, Strategic Planning, Asset Allocation, Portfolio Management
Education
University of Puget Sound 1976 — 1980
Bachelor's Degree, Economics
Charles Schwab April 1987 - Present
L. F. Rothschild February 1983 - April 1987
Crocker National Bank January 1980 - February 1983
Skills
Securities, Wealth Management, Mutual Funds, Financial Services, Investments, Risk Management, Leadership, Strategic Planning, Asset Allocation, Portfolio Management
Education
University of Puget Sound 1976 — 1980
Bachelor's Degree, Economics
Cheiron Brandon's Charles Schwab Experience 1997 - 2004
Job VP Compliance Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Financial Industry Regulatory Authority June 2010 - August 2012
NYSE August 2007 - June 2010
Citigroup 2006 - 2007
Morgan Stanley 2004 - 2006
Charles Schwab 1997 - 2004
Skills
Risk Management, Securities, Equities, Capital Markets, Financial Services, Options, Series 7, Series 24, Regulatory Compliance, Surveillance, Investigation, Retail Brokerage, Auditing, Operational Risk
Education
University of Scranton 1991 — 1995
B.A., International Language-Business
JPMorgan Chase September 2012 - Present
Financial Industry Regulatory Authority June 2010 - August 2012
NYSE August 2007 - June 2010
Citigroup 2006 - 2007
Morgan Stanley 2004 - 2006
Charles Schwab 1997 - 2004
Skills
Risk Management, Securities, Equities, Capital Markets, Financial Services, Options, Series 7, Series 24, Regulatory Compliance, Surveillance, Investigation, Retail Brokerage, Auditing, Operational Risk
Education
University of Scranton 1991 — 1995
B.A., International Language-Business
Marianne Lenci's Charles Schwab Experience July 1998 - April 2006
Job Controller at Western State Design
Industry Accounting
Experience
Western State Design August 2011 - Present
Peterson Holding Company May 2006 - June 2011
Charles Schwab July 1998 - April 2006
Microprose, Inc. July 1996 - July 1998
Beverages & More, Inc. 1994 - 1995
Supercuts, Inc 1992 - 1994
Williams-Sonoma, Inc. 1989 - 1992
Round Table Pizza, Inc. 1985 - 1989
Ernst & Young 1983 - 1985
Education
University of San Francisco 1979 — 1983
BS, Emphasis in Accounting
Western State Design August 2011 - Present
Peterson Holding Company May 2006 - June 2011
Charles Schwab July 1998 - April 2006
Microprose, Inc. July 1996 - July 1998
Beverages & More, Inc. 1994 - 1995
Supercuts, Inc 1992 - 1994
Williams-Sonoma, Inc. 1989 - 1992
Round Table Pizza, Inc. 1985 - 1989
Ernst & Young 1983 - 1985
Education
University of San Francisco 1979 — 1983
BS, Emphasis in Accounting
C R Neil O'Connell's Charles Schwab Experience July 1995 - July 1997
Job Customer Service Professional
Industry Consumer Services
Experience
ClubZ Tutoring September 2009 - Present
StormSmart Industries May 2007 - June 2008
Salem NH High School September 2002 - May 2007
eSupportNow January 2001 - October 2001
Evergeen Funds January 1999 - January 2000
Doubleday Direct, inc November 1997 - October 1998
Charles Schwab July 1995 - July 1997
Charles Schwab May 1993 - July 1995
Charles Schwab March 1989 - May 1993
Charles Schwab 1986 - 1989
Education
University of San Francisco - Masagung Graduate School of Management 1987 — 1990
MBA, Management
U of Lowell, MA 1973 — 1978
BS, Finance Management
ClubZ Tutoring September 2009 - Present
StormSmart Industries May 2007 - June 2008
Salem NH High School September 2002 - May 2007
eSupportNow January 2001 - October 2001
Evergeen Funds January 1999 - January 2000
Doubleday Direct, inc November 1997 - October 1998
Charles Schwab July 1995 - July 1997
Charles Schwab May 1993 - July 1995
Charles Schwab March 1989 - May 1993
Charles Schwab 1986 - 1989
Education
University of San Francisco - Masagung Graduate School of Management 1987 — 1990
MBA, Management
U of Lowell, MA 1973 — 1978
BS, Finance Management
Tracy Matsuoka's Charles Schwab Experience 2007 - 2009
Job Finance Professional
Industry Financial Services
Experience
Lending Club 2010 - Present
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2004
Charles Schwab 2000 - 2002
Education
University of Chicago
BA
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Lending Club 2010 - Present
Charles Schwab 2007 - 2009
Charles Schwab 2002 - 2004
Charles Schwab 2000 - 2002
Education
University of Chicago
BA
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Ryan Domenico's Charles Schwab Experience April 2015 - Present
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab April 2014 - April 2015
Charles Schwab May 2011 - April 2014
AXA Advisors February 2010 - May 2011
Skills
Series 7, Series 66, California Insurance...
Education
University of San Diego 2007 — 2011
B.S., Finance
Charles Schwab April 2015 - Present
Charles Schwab April 2014 - April 2015
Charles Schwab May 2011 - April 2014
AXA Advisors February 2010 - May 2011
Skills
Series 7, Series 66, California Insurance...
Education
University of San Diego 2007 — 2011
B.S., Finance
Dave Bundock's Charles Schwab Experience 1997 - 2004
Job Captain at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways October 2010 - Present
NetJets 2008 - 2010
Continental Express December 2004 - December 2007
AIR TRANSPORT CORP March 2001 - March 2004
Charles Schwab 1997 - 2004
Skills
Commercial Pilot, Commercial Aviation, Aviation, Flights, Flight Safety, CFI, Piloting, Aircraft, Airlines, Flight Planning, Charter, Airports, Flight Training, Crew Resource Management, Civil Aviation, Type Rating, Aerospace, Airworthiness, General Aviation
Education
University of Portsmouth 1991 — 1995
BA (Hons), Financial Services
JetBlue Airways October 2010 - Present
NetJets 2008 - 2010
Continental Express December 2004 - December 2007
AIR TRANSPORT CORP March 2001 - March 2004
Charles Schwab 1997 - 2004
Skills
Commercial Pilot, Commercial Aviation, Aviation, Flights, Flight Safety, CFI, Piloting, Aircraft, Airlines, Flight Planning, Charter, Airports, Flight Training, Crew Resource Management, Civil Aviation, Type Rating, Aerospace, Airworthiness, General Aviation
Education
University of Portsmouth 1991 — 1995
BA (Hons), Financial Services
Hugh Coffey's Charles Schwab Experience October 1996 - June 1999
Job International Entrepreneur, operating in US, Mexico, Canada
Industry Health, Wellness and Fitness
Experience
Pharmanex/NuSkin January 2012 - Present
SFPSBL 1998 - 2012
DilCof Contracting October 2009 - October 2011
Hugh Coffey Consulting June 1999 - July 2009
Charles Schwab October 1996 - June 1999
Charles Schwab March 1996 - October 1996
Charles Schwab April 1993 - April 1994
Charles Schwab September 1991 - March 1993
Dean Witter Reynolds August 1989 - September 1991
Skills
Wellness, Fitness, Leadership, Coaching, Wellness Coaching, Nutrition, Public Speaking, Business Development, Time Management, Lifestyle, Entrepreneurship, Research, Personal Development, Small Business, Recruiting, Leadership Development, Management, Team Building, Customer Service, Sales Management, Event Planning, Social Media, Sales, Event Management, Marketing
Education
University of San Francisco
BA, Liberal Arts, Economics
Saint Ignatius College Prep
Pharmanex/NuSkin January 2012 - Present
SFPSBL 1998 - 2012
DilCof Contracting October 2009 - October 2011
Hugh Coffey Consulting June 1999 - July 2009
Charles Schwab October 1996 - June 1999
Charles Schwab March 1996 - October 1996
Charles Schwab April 1993 - April 1994
Charles Schwab September 1991 - March 1993
Dean Witter Reynolds August 1989 - September 1991
Skills
Wellness, Fitness, Leadership, Coaching, Wellness Coaching, Nutrition, Public Speaking, Business Development, Time Management, Lifestyle, Entrepreneurship, Research, Personal Development, Small Business, Recruiting, Leadership Development, Management, Team Building, Customer Service, Sales Management, Event Planning, Social Media, Sales, Event Management, Marketing
Education
University of San Francisco
BA, Liberal Arts, Economics
Saint Ignatius College Prep
Raffi Kardzair's Charles Schwab Experience February 2003 - November 2011
Job Centralized Supervision Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2003 - November 2011
Education
University of San Francisco 1989 — 1993
BA, Politics
St. Ignatius 1985 — 1989
St. Gabriel
Charles Schwab February 2003 - November 2011
Education
University of San Francisco 1989 — 1993
BA, Politics
St. Ignatius 1985 — 1989
St. Gabriel
Franz Rufino's Charles Schwab Experience September 2007 - July 2008
Job Data Analyst at Surplus Line Association of California
Industry Staffing and Recruiting
Experience
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
Surplus Line Association of California March 2014 - Present
Wells Fargo Investments September 2008 - May 2010
Charles Schwab September 2007 - July 2008
Union Bank November 2004 - September 2005
Skills
Quality Assurance, Banking, Financial Services, Business Analysis, Microsoft Excel, Training, Customer Service
Education
University of San Francisco 1997 — 2000
BS, Business Administration
Peter Thalman's Charles Schwab Experience April 2013 - August 2014
Job Senior Recruiter, Team Lead
Industry Staffing and Recruiting
Experience
InFlux Partners July 2015 - Present
InFlux Partners September 2014 - July 2015
Charles Schwab April 2013 - August 2014
Kiva.org December 2012 - March 2013
Adventures Cross-Country July 2012 - August 2012
Skills
Sales, SaaS, Early-stage Startups, Community Support, Strategy, Recruiting, Lead Generation, Fundraising, Process Improvement, Program Management, Strategic Planning, Social Media Marketing, Investments, Logistics, Public Speaking
Education
University of San Diego
Bachelors Degree
Marin Catholic High School
University of Virginia
InFlux Partners July 2015 - Present
InFlux Partners September 2014 - July 2015
Charles Schwab April 2013 - August 2014
Kiva.org December 2012 - March 2013
Adventures Cross-Country July 2012 - August 2012
Skills
Sales, SaaS, Early-stage Startups, Community Support, Strategy, Recruiting, Lead Generation, Fundraising, Process Improvement, Program Management, Strategic Planning, Social Media Marketing, Investments, Logistics, Public Speaking
Education
University of San Diego
Bachelors Degree
Marin Catholic High School
University of Virginia
Lo-Mei Wang's Charles Schwab Experience August 1996 - April 2010
Job Accounting Professional
Industry Accounting
Experience
Charles Schwab August 1996 - April 2010
Skills
Advance Excel and Acess..., Excellence skill in..., Proficient in Chinese, Good at Quickbooks, Auditing, Account Reconciliation, Customer Service, Process Improvement, General Ledger, PeopleSoft, Variance Analysis, Financial Statements, QuickBooks, Fixed Assets, Accounting, Accruals, Journal Entries, Invoicing, Tax
Education
University of San Francisco
MBA, Business Administration with Accounting Emphasis, 3.76
Charles Schwab August 1996 - April 2010
Skills
Advance Excel and Acess..., Excellence skill in..., Proficient in Chinese, Good at Quickbooks, Auditing, Account Reconciliation, Customer Service, Process Improvement, General Ledger, PeopleSoft, Variance Analysis, Financial Statements, QuickBooks, Fixed Assets, Accounting, Accruals, Journal Entries, Invoicing, Tax
Education
University of San Francisco
MBA, Business Administration with Accounting Emphasis, 3.76
Garrett Fitzgerald's Charles Schwab Experience November 2011 - March 2013
Job Compliance Examiner FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2013 - Present
Charles Schwab November 2011 - March 2013
Charles Schwab 2003 - 2011
Morgan Stanley January 2000 - January 2003
Education
University of Rhode Island 1985 — 1990
Economics
Financial Industry Regulatory Authority (FINRA) March 2013 - Present
Charles Schwab November 2011 - March 2013
Charles Schwab 2003 - 2011
Morgan Stanley January 2000 - January 2003
Education
University of Rhode Island 1985 — 1990
Economics
Paul Wortley's Charles Schwab Experience 2000 - 2003
Job Derivatives Broker at Tradition
Industry Financial Services
Experience
Tradition 2003 - Present
Charles Schwab 2000 - 2003
Charles Schwab 1999 - 2000
MH Meyerson 1999 - 1999
GFI Group 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
Series 7, Series 63, Series 55, Interest Rate..., Equity Trading, Options, Fixed Income, Financial Markets, Capital Markets, FINRA, Swaps, Trading, Bloomberg, Rates, Equities, Electronic Trading
Education
University of Rhode Island 1993 — 1997
BS, Finance
Mahwah High School 1990 — 1993
Tradition 2003 - Present
Charles Schwab 2000 - 2003
Charles Schwab 1999 - 2000
MH Meyerson 1999 - 1999
GFI Group 1997 - 1999
Fidelity Investments 1997 - 1997
Skills
Series 7, Series 63, Series 55, Interest Rate..., Equity Trading, Options, Fixed Income, Financial Markets, Capital Markets, FINRA, Swaps, Trading, Bloomberg, Rates, Equities, Electronic Trading
Education
University of Rhode Island 1993 — 1997
BS, Finance
Mahwah High School 1990 — 1993
David Haddad, MBA's Charles Schwab Experience February 2013 - November 2014
Job
Industry Financial Services
Experience
Charles Schwab February 2013 - November 2014
Merrill Lynch 2011 - 2012
Merrill Lynch 2003 - 2005
Citigroup Smith Barney 2001 - 2003
Education
University of Pittsburgh School of Law
Juris Doctor (J.D.)
American University
MBA
Franklin & Marshall College
BA
Charles Schwab February 2013 - November 2014
Merrill Lynch 2011 - 2012
Merrill Lynch 2003 - 2005
Citigroup Smith Barney 2001 - 2003
Education
University of Pittsburgh School of Law
Juris Doctor (J.D.)
American University
MBA
Franklin & Marshall College
BA
Joyce Vora's Charles Schwab Experience August 1980 - October 1990
Job Sr. Corporate Internal Auditor at Tropicana Entertainment Inc.
Industry Gambling & Casinos
Experience
Tropicana Entertainment Inc. January 2000 - Present
Charles Schwab August 1980 - October 1990
Skills
Gambling, Budgets, Enterprise Risk..., Infinium, Internal Audit, Fraud, Internal Controls, Sarbanes-Oxley, Casino Gaming, Financial Accounting, Quality Auditing, Auditing, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Regulations, Casino, Financial Reporting, Accounting, Bank Secrecy Act, VIP, Gaming, GAAP, Forensic Accounting, IT Audit, Executive Management, General Ledger, Accounts Payable, SEC filings, Finance, Private Investigations, Due Diligence, COSO, Fraud Detection
Education
University of San Francisco 1975 — 1976
Bachelor's degree, Accounting and Business/Management
University of San Francisco 1970 — 1973
Bachelor of Science (B.S.), Counseling Psychology
Tropicana Entertainment Inc. January 2000 - Present
Charles Schwab August 1980 - October 1990
Skills
Gambling, Budgets, Enterprise Risk..., Infinium, Internal Audit, Fraud, Internal Controls, Sarbanes-Oxley, Casino Gaming, Financial Accounting, Quality Auditing, Auditing, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Regulations, Casino, Financial Reporting, Accounting, Bank Secrecy Act, VIP, Gaming, GAAP, Forensic Accounting, IT Audit, Executive Management, General Ledger, Accounts Payable, SEC filings, Finance, Private Investigations, Due Diligence, COSO, Fraud Detection
Education
University of San Francisco 1975 — 1976
Bachelor's degree, Accounting and Business/Management
University of San Francisco 1970 — 1973
Bachelor of Science (B.S.), Counseling Psychology
Corinna Lam's Charles Schwab Experience June 1999 - Present
Job VP/Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 1999 - Present
Skills
Series 7, Series 63, Life
Education
University of San Francisco 1997 — 1999
Master of Business Administration (MBA), Finance and International Business
Charles Schwab June 1999 - Present
Skills
Series 7, Series 63, Life
Education
University of San Francisco 1997 — 1999
Master of Business Administration (MBA), Finance and International Business
James Panganiban's Charles Schwab Experience August 2013 - Present
Job ManagerCompliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2013 - Present
Charles Schwab April 2008 - July 2013
Elan Pharmaceuticals August 2007 - February 2008
PwC October 2004 - August 2007
Sensiba San Filippo LLP (Formerly Ireland San Filippo) September 2003 - September 2004
Skills
SEC filings, Fund Accounting, Auditing
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Accounting
Charles Schwab August 2013 - Present
Charles Schwab April 2008 - July 2013
Elan Pharmaceuticals August 2007 - February 2008
PwC October 2004 - August 2007
Sensiba San Filippo LLP (Formerly Ireland San Filippo) September 2003 - September 2004
Skills
SEC filings, Fund Accounting, Auditing
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Accounting
Christian Goetz's Charles Schwab Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2010 - 2011
Education
University of Richmond 1978 — 1980
BS in Business Admn, Finance, General
Charles Schwab 2010 - 2011
Education
University of Richmond 1978 — 1980
BS in Business Admn, Finance, General
Alyssa Curry's Charles Schwab Experience July 1995 - October 2012
Job Automated Release Engineer at LashGroup
Industry Pharmaceuticals
Experience
LashGroup October 2012 - Present
Charles Schwab July 1995 - October 2012
Skills
SDLC, SQL, Microsoft SQL Server, XML, C#, .NET, Software Development, Web Services, TFS 2008/2012, VS 2008/2010, SQL Server 2008 R2, Silverlight 3 and 4, HTML, ASP.NET, .NET Framework 3.5/4.0, Databases, T-SQL, TFS, Testing, Business Requirements, Visual Studio
Education
University of South Carolina-Aiken 1989 — 1995
Bachelor of Science (BS), Computer Science
LashGroup October 2012 - Present
Charles Schwab July 1995 - October 2012
Skills
SDLC, SQL, Microsoft SQL Server, XML, C#, .NET, Software Development, Web Services, TFS 2008/2012, VS 2008/2010, SQL Server 2008 R2, Silverlight 3 and 4, HTML, ASP.NET, .NET Framework 3.5/4.0, Databases, T-SQL, TFS, Testing, Business Requirements, Visual Studio
Education
University of South Carolina-Aiken 1989 — 1995
Bachelor of Science (BS), Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank