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
Gary Libler Gary Libler's Charles Schwab Experience April 2015 - Present
Job Derivatives Specialist at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab 2006 - Present
Skills
Financial Analysis, Investments
Education
Ball State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Charles Schwab April 2015 - Present
Charles Schwab 2006 - Present
Skills
Financial Analysis, Investments
Education
Ball State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Jeff Koleszar's Charles Schwab Experience February 1994 - April 2004
Job Executive Director at GrantHamill Foundation
Industry Nonprofit Organization Management
Experience
Grant-Hamill Foundation April 2004 - Present
Charles Schwab February 1994 - April 2004
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Nonprofits, Microsoft Office, Leadership Development, Customer Service, Public Relations, Training, Budgets, Strategic Planning, Leadership, Coaching, Volunteer Management, Community Outreach, Program Management, Team Building, Social Media, Management, Staff Development, Program Development, Project Management, Workshop Facilitation, Event Management, Government, Marketing, Small Business, Team Leadership, Social Networking, Editing, Policy, Research, Grant Writing, PowerPoint, Project Planning, Administration, Marketing Communications, Conflict Resolution, Outlook, Microsoft Word, Entrepreneurship, Teaching
Education
Ball State University 1988 — 1992
Bachelor of Science, Secondary Education
Grant-Hamill Foundation April 2004 - Present
Charles Schwab February 1994 - April 2004
Skills
Public Speaking, Non-profits, Fundraising, Event Planning, Nonprofits, Microsoft Office, Leadership Development, Customer Service, Public Relations, Training, Budgets, Strategic Planning, Leadership, Coaching, Volunteer Management, Community Outreach, Program Management, Team Building, Social Media, Management, Staff Development, Program Development, Project Management, Workshop Facilitation, Event Management, Government, Marketing, Small Business, Team Leadership, Social Networking, Editing, Policy, Research, Grant Writing, PowerPoint, Project Planning, Administration, Marketing Communications, Conflict Resolution, Outlook, Microsoft Word, Entrepreneurship, Teaching
Education
Ball State University 1988 — 1992
Bachelor of Science, Secondary Education
Ryan Briggs's Charles Schwab Experience November 2007 - December 2008
Job President at ANM Consulting Inc.
Industry Consumer Services
Experience
LeadJen 2015 - Present
ANM Consulting Inc. February 2013 - Present
Author Solutions, Inc December 2008 - January 2013
Charles Schwab November 2007 - December 2008
Homeland Capital Mortgage March 2002 - November 2007
Skills
Sales, Business Development, Online Advertising, Account Management, Salesforce.com, Leadership, Product Management, New Business Development, Social Media, Marketing Strategy, Public Relations, Marketing, Strategic Planning, Direct Marketing, Coaching, Publishing, Team Leadership, Team Building
Education
Ball State University 1998 — 2002
Marketing
LeadJen 2015 - Present
ANM Consulting Inc. February 2013 - Present
Author Solutions, Inc December 2008 - January 2013
Charles Schwab November 2007 - December 2008
Homeland Capital Mortgage March 2002 - November 2007
Skills
Sales, Business Development, Online Advertising, Account Management, Salesforce.com, Leadership, Product Management, New Business Development, Social Media, Marketing Strategy, Public Relations, Marketing, Strategic Planning, Direct Marketing, Coaching, Publishing, Team Leadership, Team Building
Education
Ball State University 1998 — 2002
Marketing
Rafael Balaguer's Charles Schwab Experience June 2014 - Present
Job Senior Marketing Manager at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab June 2014 - Present
InMarkit 2015 - 2015
Eleven, Inc. September 2012 - June 2014
Eleven, Inc. August 2011 - September 2012
Luxury4him.com November 2009 - August 2011
My-Skinz.com September 2005 - May 2006
Skills
Email Marketing, Graphic Design, Business Strategy, Social Media, Facebook, Digital Media, Media Planning, DART for Advertisers, Advertising
Education
Babson College 2005 — 2009
Bachelor of Science in Business Management, Marketing
Charles Schwab June 2014 - Present
InMarkit 2015 - 2015
Eleven, Inc. September 2012 - June 2014
Eleven, Inc. August 2011 - September 2012
Luxury4him.com November 2009 - August 2011
My-Skinz.com September 2005 - May 2006
Skills
Email Marketing, Graphic Design, Business Strategy, Social Media, Facebook, Digital Media, Media Planning, DART for Advertisers, Advertising
Education
Babson College 2005 — 2009
Bachelor of Science in Business Management, Marketing
Wade Montgomery's Charles Schwab Experience November 2013 - September 2015
Job Marketing Compliance Analyst at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank September 2015 - Present
Charles Schwab November 2013 - September 2015
Huntington National Bank September 2011 - October 2013
Enterprise Rent-A-Car November 2010 - September 2011
Skills
Sales, Loans, Finance, Recruiting, Customer Service, Mortgage Lending, Insurance, Banking, Fixed Annuities, Cross Selling, Lines Of Credit, Relationship Management, Series 7, Life Insurance, Series 63, Financial Services, Securities
Education
Ball State University
Bachelor's degree
Fifth Third Bank September 2015 - Present
Charles Schwab November 2013 - September 2015
Huntington National Bank September 2011 - October 2013
Enterprise Rent-A-Car November 2010 - September 2011
Skills
Sales, Loans, Finance, Recruiting, Customer Service, Mortgage Lending, Insurance, Banking, Fixed Annuities, Cross Selling, Lines Of Credit, Relationship Management, Series 7, Life Insurance, Series 63, Financial Services, Securities
Education
Ball State University
Bachelor's degree
Daniel Reichart Daniel Reichart's Charles Schwab Experience 1990 - 2002
Job Financial Advisor | President and COO at Evia Investment Advisors
Industry Investment Management
Experience
Evia Investment Advisors April 2014 - Present
OneAmerica March 2008 - March 2014
TD Ameritrade 2006 - 2008
Simmons 2005 - 2006
A.G. Edwards 2003 - 2005
Charles Schwab 1990 - 2002
Unified Management 1988 - 1990
Education
Ball State University
MBA
Indiana University
Bachelor of Arts (BA), History
University of Wisconsin-La Crosse
Burlington High School 1978 — 1982
Evia Investment Advisors April 2014 - Present
OneAmerica March 2008 - March 2014
TD Ameritrade 2006 - 2008
Simmons 2005 - 2006
A.G. Edwards 2003 - 2005
Charles Schwab 1990 - 2002
Unified Management 1988 - 1990
Education
Ball State University
MBA
Indiana University
Bachelor of Arts (BA), History
University of Wisconsin-La Crosse
Burlington High School 1978 — 1982
Abel Ernstberger's Charles Schwab Experience August 2007 - March 2013
Job Investment Consultant
Industry Investment Management
Experience
First Merchants Corporation April 2013 - Present
Charles Schwab August 2007 - March 2013
Ball State University August 2006 - May 2007
Skills
Customer Service, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Life Insurance, Series 7, Series 63, Trading
Education
Ball State University 2006 — 2007
MBA, Finance
Ball State University 2002 — 2006
BA, Spanish/Finance
First Merchants Corporation April 2013 - Present
Charles Schwab August 2007 - March 2013
Ball State University August 2006 - May 2007
Skills
Customer Service, Strategic Financial..., Investments, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Fixed Annuities, Life Insurance, Series 7, Series 63, Trading
Education
Ball State University 2006 — 2007
MBA, Finance
Ball State University 2002 — 2006
BA, Spanish/Finance
LaKeisha Johnson's Charles Schwab Experience December 2007 - March 2012
Job Reconciliation Control Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
State Street April 2012 - October 2012
Charles Schwab December 2007 - March 2012
Skills
Financial Services, PeopleSoft, Outlook, Administrative..., Retirement, Employee Benefits, Microsoft Office, 10 Key, Account Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Client Service Oriented, Bookkeeping, Time Management, Critical Thinking, Organization, Multi Tasking, Team Building, Payroll
Education
Baker University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
University of Missouri-Kansas City 2007 — 2010
BLA, Economics, 3.0
Longview Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
J.P. Morgan October 2012 - Present
State Street April 2012 - October 2012
Charles Schwab December 2007 - March 2012
Skills
Financial Services, PeopleSoft, Outlook, Administrative..., Retirement, Employee Benefits, Microsoft Office, 10 Key, Account Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Client Service Oriented, Bookkeeping, Time Management, Critical Thinking, Organization, Multi Tasking, Team Building, Payroll
Education
Baker University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
University of Missouri-Kansas City 2007 — 2010
BLA, Economics, 3.0
Longview Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Richard Schafer, MSc SMIEEE Richard Schafer, MSc SMIEEE's Charles Schwab Experience July 2005 - February 2006
Job Sr. Enterprise Data Warehouse/BI Data Architect/Modeler and InfoSec Evangelist
Industry Information Technology and Services
Experience
Blue Shield of California July 2014 - Present
Hewlett-Packard April 2013 - July 2014
Intel Corporation June 2012 - April 2013
Natoma Technologies, Inc. July 2006 - April 2012
Tetra Tech February 2006 - July 2006
Charles Schwab July 2005 - February 2006
HP August 2003 - July 2005
BroadVision 2000 - 2001
Oracle 1999 - 2000
DirecTv 1995 - 1999
Skills
Security, Security Consulting, Secure SDLC, Secure Coding, Debugging Code, Database Design, Database Modeling, Database Systems, Java, .NET, Privacy Protection, Data Privacy, ETL, Oracle, Microsoft, MySQL, Informix, Process Improvement..., Databases, C#, Microsoft SQL Server, Linux, Business Intelligence, Analysis, Computer Security, Data Modeling, Data Warehousing, Enterprise Architecture, Enterprise Software, Information Security, Information Security..., Information Technology, Integration, Management, Process Improvement, Agile Methodologies, Project Management, Requirements Analysis, SDLC, Shell Scripting, Software Development, Software Project..., Solaris, Tomcat, Vulnerability Assessment, Web Services
Education
Nova Southeastern University 2008 — 2013
Ph.D (ABD), Information Science - Information Security
Regis University 2006 — 2006
Masters in Science, Software & Information Systems
Azusa Pacific University 1997 — 1998
BS, Computer Science
Blue Shield of California July 2014 - Present
Hewlett-Packard April 2013 - July 2014
Intel Corporation June 2012 - April 2013
Natoma Technologies, Inc. July 2006 - April 2012
Tetra Tech February 2006 - July 2006
Charles Schwab July 2005 - February 2006
HP August 2003 - July 2005
BroadVision 2000 - 2001
Oracle 1999 - 2000
DirecTv 1995 - 1999
Skills
Security, Security Consulting, Secure SDLC, Secure Coding, Debugging Code, Database Design, Database Modeling, Database Systems, Java, .NET, Privacy Protection, Data Privacy, ETL, Oracle, Microsoft, MySQL, Informix, Process Improvement..., Databases, C#, Microsoft SQL Server, Linux, Business Intelligence, Analysis, Computer Security, Data Modeling, Data Warehousing, Enterprise Architecture, Enterprise Software, Information Security, Information Security..., Information Technology, Integration, Management, Process Improvement, Agile Methodologies, Project Management, Requirements Analysis, SDLC, Shell Scripting, Software Development, Software Project..., Solaris, Tomcat, Vulnerability Assessment, Web Services
Education
Nova Southeastern University 2008 — 2013
Ph.D (ABD), Information Science - Information Security
Regis University 2006 — 2006
Masters in Science, Software & Information Systems
Azusa Pacific University 1997 — 1998
BS, Computer Science
Brian Hiatt's Charles Schwab Experience January 2008 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
Charles Schwab January 2008 - Present
Charles Schwab October 2005 - January 2008
Charles Schwab August 1999 - October 2005
Skills
Series 7, Retirement Planning
Education
Ball State University
Bachelor's Degree, Business Management
Charles Schwab January 2008 - Present
Charles Schwab October 2005 - January 2008
Charles Schwab August 1999 - October 2005
Skills
Series 7, Retirement Planning
Education
Ball State University
Bachelor's Degree, Business Management
Kelly (Caudle) Blanton Kelly (Caudle) Blanton's Charles Schwab Experience May 2006 - May 2014
Job Sr Executive Assistant at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab May 2006 - May 2014
The Mark Travel Corporation February 1999 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Baker College of Flint 1997 — 1998
Associate's degree, Computer Systems Networking and Telecommunications
Grand Blanc High School 1986 — 1988
Diploma, General Studies
Charles Schwab May 2006 - May 2014
The Mark Travel Corporation February 1999 - March 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets
Education
Baker College of Flint 1997 — 1998
Associate's degree, Computer Systems Networking and Telecommunications
Grand Blanc High School 1986 — 1988
Diploma, General Studies
Thom Cotton's Charles Schwab Experience August 2000 - Present
Job Director of Mainframe Architecture and Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
The Northern Trust August 1997 - August 2000
Inland Steel August 1994 - August 1997
National Steel 1991 - 1994
Dana Corporation 1987 - 1991
Skills
DB2, SDLC, Enterprise Architecture, IT Strategy, Data Warehousing, Vendor Management, Disaster Recovery, Agile Methodologies, Business Analysis, IT Management, Software Project..., Business Intelligence, Integration, Requirements Analysis, SOA
Education
Ball State University 1980 — 1984
Bachelor of Science (BS), Computer Science
Indiana University Bloomington
Charles Schwab August 2000 - Present
The Northern Trust August 1997 - August 2000
Inland Steel August 1994 - August 1997
National Steel 1991 - 1994
Dana Corporation 1987 - 1991
Skills
DB2, SDLC, Enterprise Architecture, IT Strategy, Data Warehousing, Vendor Management, Disaster Recovery, Agile Methodologies, Business Analysis, IT Management, Software Project..., Business Intelligence, Integration, Requirements Analysis, SOA
Education
Ball State University 1980 — 1984
Bachelor of Science (BS), Computer Science
Indiana University Bloomington
kapil Santhanam kapil Santhanam's Charles Schwab Experience November 2009 - July 2010
Job Senior Technical Data Analyst
Industry Computer Software
Experience
Intuit March 2011 - Present
Wells Fargo 2010 - 2011
Charles Schwab November 2009 - July 2010
AAA August 2009 - November 2009
Wells Fargo Home Equity 2007 - 2009
Skills
SAS, SQL, Business Objects, Toad, Omniture, Text Analytics, Project Management, Analytics, Analysis, Data Mining, Database Marketing, Databases, Business Intelligence
Education
BMS College of Engineering, Bangalore 1999 — 2003
Bachelor of Science (BS), Civil Engineering
The University of Texas at Arlington
Master of Science (MS), Engineering
Intuit March 2011 - Present
Wells Fargo 2010 - 2011
Charles Schwab November 2009 - July 2010
AAA August 2009 - November 2009
Wells Fargo Home Equity 2007 - 2009
Skills
SAS, SQL, Business Objects, Toad, Omniture, Text Analytics, Project Management, Analytics, Analysis, Data Mining, Database Marketing, Databases, Business Intelligence
Education
BMS College of Engineering, Bangalore 1999 — 2003
Bachelor of Science (BS), Civil Engineering
The University of Texas at Arlington
Master of Science (MS), Engineering
Daine Crabtree's Charles Schwab Experience September 2013 - September 2014
Job Customer Service Coordinator II at Intellimotion
Industry Architecture & Planning
Experience
Intellimotion September 2014 - Present
Charles Schwab September 2013 - September 2014
Madison County Council of Governments May 2007 - March 2013
Skills
Comprehensive Planning, Grant Writing, Public Meeting..., Data Analysis, Document Creation, Community Outreach, Crime Prevention..., Transportation Planning, Zoning, Pedestrian Planning, Land Use Planning, Pedestrian Safety, Bicycle Planning, Complete Streets, ADA compliance, New Urbanism, Demographic Analysis, Local History, ArcGIS, Microsoft Office, Adobe Creative Suite, Public Education, Scheduling Management, Project Tracking, PUD, Intersection Design, Form Based Codes, Public Policy, Conflict Resolution, Data Collection, Proofreading, Affordable Housing, Code Enforcement, Redevelopment, Project Management
Education
Ball State University 2006 — 2009
Master of Urban and Regional Planning, Urban & Regional Planning
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Hamilton Southeastern High School 1998 — 2002
Intellimotion September 2014 - Present
Charles Schwab September 2013 - September 2014
Madison County Council of Governments May 2007 - March 2013
Skills
Comprehensive Planning, Grant Writing, Public Meeting..., Data Analysis, Document Creation, Community Outreach, Crime Prevention..., Transportation Planning, Zoning, Pedestrian Planning, Land Use Planning, Pedestrian Safety, Bicycle Planning, Complete Streets, ADA compliance, New Urbanism, Demographic Analysis, Local History, ArcGIS, Microsoft Office, Adobe Creative Suite, Public Education, Scheduling Management, Project Tracking, PUD, Intersection Design, Form Based Codes, Public Policy, Conflict Resolution, Data Collection, Proofreading, Affordable Housing, Code Enforcement, Redevelopment, Project Management
Education
Ball State University 2006 — 2009
Master of Urban and Regional Planning, Urban & Regional Planning
Purdue University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Hamilton Southeastern High School 1998 — 2002
Derek Gutting's Charles Schwab Experience 1993 - 1999
Job Real Estate Broker at Keller Williams Realty
Industry Real Estate
Experience
The Gutting Group / Keller Williams Realty December 2003 - Present
Keller Williams Realty December 2003 - Present
Charles Schwab 1993 - 1999
Skills
Sellers, Mortgage Marketing, First Time Home Buyers, Short Sales, New Home Sales, Relocation, Single Family Homes, Foreclosures, REO, Buyer Representation, Investment Properties, Condos, Investors, Listings, Real Estate, Sales, Referrals, Real Estate Transactions, Selling, HUD, Negotiation, Residential Homes, Real Property, ABR, Marketing, Move Up Buyers, FHA, New Homes, Buyers, Property, Townhomes
Education
Ball State University 1989 — 1993
Bachelor of Science, Corporate Finance & Real Estate
The Gutting Group / Keller Williams Realty December 2003 - Present
Keller Williams Realty December 2003 - Present
Charles Schwab 1993 - 1999
Skills
Sellers, Mortgage Marketing, First Time Home Buyers, Short Sales, New Home Sales, Relocation, Single Family Homes, Foreclosures, REO, Buyer Representation, Investment Properties, Condos, Investors, Listings, Real Estate, Sales, Referrals, Real Estate Transactions, Selling, HUD, Negotiation, Residential Homes, Real Property, ABR, Marketing, Move Up Buyers, FHA, New Homes, Buyers, Property, Townhomes
Education
Ball State University 1989 — 1993
Bachelor of Science, Corporate Finance & Real Estate
Michael Blazina's Charles Schwab Experience October 1999 - May 2001
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2001 - Present
Charles Schwab October 1999 - May 2001
Terminix International September 1997 - September 1999
Skills
Investments, Insurance, Risk Management, Banking, Financial Analysis, Financial Planning, Customer Service, Financial Services, Retirement Planning, Portfolio Management
Education
Ball State University 1992 — 1997
Bachelor's degree, Graphic Arts Management, Minor in Marketing & Advertising
USAA July 2001 - Present
Charles Schwab October 1999 - May 2001
Terminix International September 1997 - September 1999
Skills
Investments, Insurance, Risk Management, Banking, Financial Analysis, Financial Planning, Customer Service, Financial Services, Retirement Planning, Portfolio Management
Education
Ball State University 1992 — 1997
Bachelor's degree, Graphic Arts Management, Minor in Marketing & Advertising
Heather Buck's Charles Schwab Experience January 2009 - Present
Job Estates Services Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2009 - Present
Charles Schwab March 2008 - 2009
HSBC 2006 - 2008
Skills
Series 7, Series 63, Management, Customer Service, Microsoft Office, Leadership, Project Management, Risk Management, Investments, Banking
Education
Ball State University 1988 — 1992
Bachelor's Degree, Communication and Media Studies
Charles Schwab January 2009 - Present
Charles Schwab March 2008 - 2009
HSBC 2006 - 2008
Skills
Series 7, Series 63, Management, Customer Service, Microsoft Office, Leadership, Project Management, Risk Management, Investments, Banking
Education
Ball State University 1988 — 1992
Bachelor's Degree, Communication and Media Studies
Alyssa Allen's Charles Schwab Experience June 2014 - August 2014
Job Investor Services Intern at Charles Schwab
Industry Financial Services
Experience
Distinctive Diamonds 2012 - Present
Charles Schwab June 2014 - August 2014
Ball State Student Managed Investment Fund August 2013 - December 2013
Kaboodle 2007 - 2013
Dick's Sporting Goods 2012 - 2012
Skills
Leadership, Team Leadership, Management, Business Planning, Public Relations, Event Planning, Organizational..., Project Management, Customer Satisfaction, Public Speaking, Marketing, Organization, Microsoft Excel, Mac, Social Media, Social Networking, Facebook, Retail, Sales, PowerPoint, Training, Microsoft Office
Education
Ball State University 2014 — 2015
Master of Business Administration (M.B.A.)
Ball State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Distinctive Diamonds 2012 - Present
Charles Schwab June 2014 - August 2014
Ball State Student Managed Investment Fund August 2013 - December 2013
Kaboodle 2007 - 2013
Dick's Sporting Goods 2012 - 2012
Skills
Leadership, Team Leadership, Management, Business Planning, Public Relations, Event Planning, Organizational..., Project Management, Customer Satisfaction, Public Speaking, Marketing, Organization, Microsoft Excel, Mac, Social Media, Social Networking, Facebook, Retail, Sales, PowerPoint, Training, Microsoft Office
Education
Ball State University 2014 — 2015
Master of Business Administration (M.B.A.)
Ball State University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Brieanna Elliott Brieanna Elliott's Charles Schwab Experience January 2013 - Present
Job Capacity Planning Analyst at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab January 2013 - Present
Charles Schwab August 2010 - January 2013
Road Runner Sports May 2009 - June 2010
Kent State University August 2007 - December 2008
Delaware North Companies March 2007 - October 2008
Skills
Customer Service, Social Media, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Marketing Strategy, Project Planning, Business Strategy
Education
Kent State University - Graduate School of Management 2007 — 2008
MBA, Marketing
Baldwin-Wallace College 2005 — 2007
BA, Economics
Charles Schwab January 2013 - Present
Charles Schwab August 2010 - January 2013
Road Runner Sports May 2009 - June 2010
Kent State University August 2007 - December 2008
Delaware North Companies March 2007 - October 2008
Skills
Customer Service, Social Media, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Marketing Strategy, Project Planning, Business Strategy
Education
Kent State University - Graduate School of Management 2007 — 2008
MBA, Marketing
Baldwin-Wallace College 2005 — 2007
BA, Economics
Colin Philips's Charles Schwab Experience February 2015 - Present
Job Relationship Specialist
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Animal Hospital of Rushville January 2004 - October 2014
Ball State University January 2014 - May 2014
Ball State University January 2014 - May 2014
Ball State University January 2014 - May 2014
Ball State University August 2013 - December 2013
Mercatus Center at George Mason University May 2013 - October 2013
Walt Disney World January 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Social Media, Leadership, Public Speaking, Facebook, Team Leadership, Social Networking, Photoshop, Research, Event Management, Financial Analysis, Financial Advisory, Economic Policy, Economics
Education
Ball State University 2010 — 2014
Finance, Investments and Securities
Charles Schwab February 2015 - Present
Animal Hospital of Rushville January 2004 - October 2014
Ball State University January 2014 - May 2014
Ball State University January 2014 - May 2014
Ball State University January 2014 - May 2014
Ball State University August 2013 - December 2013
Mercatus Center at George Mason University May 2013 - October 2013
Walt Disney World January 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Time Management, Social Media, Leadership, Public Speaking, Facebook, Team Leadership, Social Networking, Photoshop, Research, Event Management, Financial Analysis, Financial Advisory, Economic Policy, Economics
Education
Ball State University 2010 — 2014
Finance, Investments and Securities
John Roma's Charles Schwab Experience October 2012 - September 2013
Job Senior Software Consultant at Emerald Resource Group at Medical Mutual of Ohio
Industry Computer Software
Experience
Medical Mutual of Ohio August 2013 - Present
Charles Schwab October 2012 - September 2013
Diebold July 2011 - November 2012
Ohio Savings Bank, Division of New York Community Bank April 2010 - July 2011
Nesco August 2009 - April 2010
4TechWork August 2008 - August 2009
4TechWork 2007 - 2009
AmTrust Bank April 2007 - November 2008
Philips Medical Systems 2001 - 2008
Pressco Technology April 1999 - June 2001
Skills
Software Development, C#, ASP.NET, SQL, .NET, JavaScript, Java, C, Oracle, WCF, VB.NET, Design Patterns, WPF, C, Visual Basic, Java Enterprise Edition, Multithreading, Cloud Computing, ASP, HTML, XSLT, Test Automation, VBScript, XML, Microsoft SQL Server, Agile Methodologies, Visual Studio, Software Project..., SDLC, Software Design, Web Services, Software Engineering, Databases, Requirements Analysis, Win32 API, Linux, Integration, UML, PL/SQL, LINQ, OOP, jQuery, Architecture, Web Development, ClearCase, Perl, TFS, C++, T-SQL
Education
Cleveland State University 1995 — 1998
Masters, Computer Science
Case Western Reserve University 1991 — 1994
Bachelor, Electrical Engineer, Minor Computers
Case Western Reserve University 1991 — 1994
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Baldwin Wallace University 1989 — 1991
Bachelor, Physics, Mathematics
Medical Mutual of Ohio August 2013 - Present
Charles Schwab October 2012 - September 2013
Diebold July 2011 - November 2012
Ohio Savings Bank, Division of New York Community Bank April 2010 - July 2011
Nesco August 2009 - April 2010
4TechWork August 2008 - August 2009
4TechWork 2007 - 2009
AmTrust Bank April 2007 - November 2008
Philips Medical Systems 2001 - 2008
Pressco Technology April 1999 - June 2001
Skills
Software Development, C#, ASP.NET, SQL, .NET, JavaScript, Java, C, Oracle, WCF, VB.NET, Design Patterns, WPF, C, Visual Basic, Java Enterprise Edition, Multithreading, Cloud Computing, ASP, HTML, XSLT, Test Automation, VBScript, XML, Microsoft SQL Server, Agile Methodologies, Visual Studio, Software Project..., SDLC, Software Design, Web Services, Software Engineering, Databases, Requirements Analysis, Win32 API, Linux, Integration, UML, PL/SQL, LINQ, OOP, jQuery, Architecture, Web Development, ClearCase, Perl, TFS, C++, T-SQL
Education
Cleveland State University 1995 — 1998
Masters, Computer Science
Case Western Reserve University 1991 — 1994
Bachelor, Electrical Engineer, Minor Computers
Case Western Reserve University 1991 — 1994
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Baldwin Wallace University 1989 — 1991
Bachelor, Physics, Mathematics
Jason Clague, CFA Jason Clague, CFA's Charles Schwab Experience November 2012 - Present
Job Senior Vice President Trading & Middle Office Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab December 2009 - November 2012
Barclays Global Investors April 2005 - March 2009
JPMorgan Chase July 2000 - February 2002
JP Morgan July 1997 - June 2000
JP Morgan June 1994 - June 1997
JP Morgan August 1992 - May 1994
Skills
Technology Evaluation, Risk Management, Leadership, Asset Managment, Portfolio Management, Financial Analysis, Mutual Funds, Business Strategy, Investments, Market Research, Valuation, Competitive Analysis, Fixed Income, Finance, Series 7, Financial Services, Money Market Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Finance
St. Lawrence University 1988 — 1992
BA, Philosophy, French
Charles Schwab November 2012 - Present
Charles Schwab December 2009 - November 2012
Barclays Global Investors April 2005 - March 2009
JPMorgan Chase July 2000 - February 2002
JP Morgan July 1997 - June 2000
JP Morgan June 1994 - June 1997
JP Morgan August 1992 - May 1994
Skills
Technology Evaluation, Risk Management, Leadership, Asset Managment, Portfolio Management, Financial Analysis, Mutual Funds, Business Strategy, Investments, Market Research, Valuation, Competitive Analysis, Fixed Income, Finance, Series 7, Financial Services, Money Market Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Finance
St. Lawrence University 1988 — 1992
BA, Philosophy, French
Garry Stoelk's Charles Schwab Experience February 1989 - November 1994
Job Buy Side Equity Derivative Sales
Industry Capital Markets
Experience
PEAK6 Investments LP April 2003 - April 2011
Group One Trading, LP August 2000 - January 2003
The Plastics Exchange May 1999 - August 2001
First Options /Goldman Sachs April 1996 - May 1999
ATA Airlines November 1994 - April 1996
Charles Schwab February 1989 - November 1994
Education
Indiana University-Purdue University at Indianapolis 1990 — 1993
Economics
Ball State University
PEAK6 Investments LP April 2003 - April 2011
Group One Trading, LP August 2000 - January 2003
The Plastics Exchange May 1999 - August 2001
First Options /Goldman Sachs April 1996 - May 1999
ATA Airlines November 1994 - April 1996
Charles Schwab February 1989 - November 1994
Education
Indiana University-Purdue University at Indianapolis 1990 — 1993
Economics
Ball State University
Jeffrey Mortimer Jeffrey Mortimer's Charles Schwab Experience October 1997 - July 2010
Job Director of Investment Strategy Wealth Management Division at BNY Mellon
Industry Investment Management
Experience
BNY Mellon June 2012 - Present
Bainco International Investors September 2010 - June 2012
Charles Schwab October 1997 - July 2010
Education
The University of Chicago 1990 — 1992
MBA, Finance
Babson College 1982 — 1986
B.S., Finance / Investments
BNY Mellon June 2012 - Present
Bainco International Investors September 2010 - June 2012
Charles Schwab October 1997 - July 2010
Education
The University of Chicago 1990 — 1992
MBA, Finance
Babson College 1982 — 1986
B.S., Finance / Investments
James Sia's Charles Schwab Experience 1998 - 2001
Job Defined Contribution
Industry Investment Management
Experience
GMO September 2011 - Present
Wellington Management July 2001 - August 2011
Charles Schwab 1998 - 2001
CS First Boston June 1994 - January 1998
Fidelity Investments 1989 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development
Education
Boston University Questrom School of Business 1990 — 1993
M.B.A., Marketing
Babson College 1981 — 1985
B.S., Finance, Investments, Economics
GMO September 2011 - Present
Wellington Management July 2001 - August 2011
Charles Schwab 1998 - 2001
CS First Boston June 1994 - January 1998
Fidelity Investments 1989 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development
Education
Boston University Questrom School of Business 1990 — 1993
M.B.A., Marketing
Babson College 1981 — 1985
B.S., Finance, Investments, Economics
Abhay Rattan's Charles Schwab Experience November 2009 - November 2010
Job Regulatory Compliance Reviewer at Freedom Mortgage Corporation
Industry Financial Services
Experience
Freedom Mortgage Corporation April 2014 - Present
Freedom Mortgage Corporation November 2012 - April 2014
PNC March 2012 - November 2012
Charles Schwab November 2009 - November 2010
Regions Financial Corporation 2006 - 2009
Charter One Bank 2003 - 2006
Skills
Loans, Banking, FHA, Refinance, Underwriting, Mortgage Lending, Credit Analysis, Credit, Customer Service, Loan Origination, Mortgage Banking, Consumer Lending, VA loans, Mortgage Underwriting, Residential Mortgages
Education
Ivy Tech Community College 2012 — 2013
Associate of Science (A.S.), General Studies
Ball State University 1995 — 2000
Biology, General
Freedom Mortgage Corporation April 2014 - Present
Freedom Mortgage Corporation November 2012 - April 2014
PNC March 2012 - November 2012
Charles Schwab November 2009 - November 2010
Regions Financial Corporation 2006 - 2009
Charter One Bank 2003 - 2006
Skills
Loans, Banking, FHA, Refinance, Underwriting, Mortgage Lending, Credit Analysis, Credit, Customer Service, Loan Origination, Mortgage Banking, Consumer Lending, VA loans, Mortgage Underwriting, Residential Mortgages
Education
Ivy Tech Community College 2012 — 2013
Associate of Science (A.S.), General Studies
Ball State University 1995 — 2000
Biology, General
Juan Orozco's Charles Schwab Experience March 2015 - Present
Job Database Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Dan Pekarik Dan Pekarik's Charles Schwab Experience December 1999 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 1999 - Present
KeyCorp September 1984 - September 1999
Education
Baldwin Wallace University 1986 — 1988
MBA, Executive Program
Cleveland State University 1979 — 1981
Bachelor of Science, Computer Science, Quantitative Analysis
Charles Schwab December 1999 - Present
KeyCorp September 1984 - September 1999
Education
Baldwin Wallace University 1986 — 1988
MBA, Executive Program
Cleveland State University 1979 — 1981
Bachelor of Science, Computer Science, Quantitative Analysis
Douglas Hancock-Topolski's Charles Schwab Experience 1989 - 1992
Job Investor / Consultant
Industry Real Estate
Experience
Real Estate Broker May 2005 - Present
DS Hancock Executive Search July 1994 - September 2015
Bank of America 1993 - 1994
Prudential Financial 1992 - 1993
Charles Schwab 1989 - 1992
Skills
Recruiting, Team Building, Team Leadership, Investment Properties, Property Management, Marketing, Social Media Marketing, SEO, Internet Entrepreneur, Public Relations, Real Estate, Consulting, Marketing Strategy, Finance, Cold Calling, Customer Service, Team Management, Sales Management, Portfolio Management, Banking, Investments, Start-ups, Sales, Employee Benefits, Account Management, Social Media, E-commerce, Selling, Business Development, Networking, Management, Entrepreneurship, Online Marketing, Leadership, Interviews, Small Business, Training, Social Networking, New Business Development, Talent Acquisition, Executive Search
Education
Ball State University 1990 — 1992
Finance, Econ, Psych
Cadiz Elementary School
Real Estate Broker May 2005 - Present
DS Hancock Executive Search July 1994 - September 2015
Bank of America 1993 - 1994
Prudential Financial 1992 - 1993
Charles Schwab 1989 - 1992
Skills
Recruiting, Team Building, Team Leadership, Investment Properties, Property Management, Marketing, Social Media Marketing, SEO, Internet Entrepreneur, Public Relations, Real Estate, Consulting, Marketing Strategy, Finance, Cold Calling, Customer Service, Team Management, Sales Management, Portfolio Management, Banking, Investments, Start-ups, Sales, Employee Benefits, Account Management, Social Media, E-commerce, Selling, Business Development, Networking, Management, Entrepreneurship, Online Marketing, Leadership, Interviews, Small Business, Training, Social Networking, New Business Development, Talent Acquisition, Executive Search
Education
Ball State University 1990 — 1992
Finance, Econ, Psych
Cadiz Elementary School
Amber Sharp's Charles Schwab Experience 1997 - 2000
Job Accounting Professional
Industry Accounting
Experience
Porter Engineered Systems November 2007 - May 2009
Temple-Inland August 2005 - February 2007
ADT Security Services November 2002 - October 2004
Verizon April 2000 - March 2001
Charles Schwab 1997 - 2000
Education
Indiana Wesleyan University 2006 — 2008
MBA, Business Management
Indiana Wesleyan University 2003 — 2005
BSM, Business Management
Ball State University 1991 — 1994
International Business and Spanish
Porter Engineered Systems November 2007 - May 2009
Temple-Inland August 2005 - February 2007
ADT Security Services November 2002 - October 2004
Verizon April 2000 - March 2001
Charles Schwab 1997 - 2000
Education
Indiana Wesleyan University 2006 — 2008
MBA, Business Management
Indiana Wesleyan University 2003 — 2005
BSM, Business Management
Ball State University 1991 — 1994
International Business and Spanish
Clint Rosebush, CFP® Clint Rosebush, CFP®'s Charles Schwab Experience March 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2013 - Present
Charles Schwab May 2010 - March 2013
T. Rowe Price September 2005 - July 2011
T. Rowe Price September 2005 - December 2007
T. Rowe Price January 2004 - April 2005
New England Financial May 2002 - April 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Innovation in the Financial Services Industry
University of Colorado Colorado Springs 1999 — 2003
Bachelor of Science, Finance
Charles Schwab March 2013 - Present
Charles Schwab May 2010 - March 2013
T. Rowe Price September 2005 - July 2011
T. Rowe Price September 2005 - December 2007
T. Rowe Price January 2004 - April 2005
New England Financial May 2002 - April 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, Innovation in the Financial Services Industry
University of Colorado Colorado Springs 1999 — 2003
Bachelor of Science, Finance
Matt Snively, MBA's Charles Schwab Experience August 1992 - August 2006
Job Elements Financial Federal Credit Union SVP Wealth Management & Strategic Projects
Industry Financial Services
Experience
Elements Financial Federal Credit Union August 2006 - Present
Elements Financial Services, LLC June 2012 - Present
Charles Schwab August 1992 - August 2006
Education
Ball State University 1987 — 1991
BS, Journalism
University of Indianapolis 2008 — 2010
Master of Business Administration (MBA), Graduate Certificate in Marketing
Harvard Business School 1997 — 1997
Certificate, Advanced Leadership Insitute
Elements Financial Federal Credit Union August 2006 - Present
Elements Financial Services, LLC June 2012 - Present
Charles Schwab August 1992 - August 2006
Education
Ball State University 1987 — 1991
BS, Journalism
University of Indianapolis 2008 — 2010
Master of Business Administration (MBA), Graduate Certificate in Marketing
Harvard Business School 1997 — 1997
Certificate, Advanced Leadership Insitute
Michael Johnson, CFA's Charles Schwab Experience February 2013 - Present
Job Franchise Owner at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Todd-Veredus Asset Management LLC January 2009 - February 2013
Veredus Asset Management November 2003 - January 2009
Veredus Asset Management March 2000 - November 2003
Stock Yards Bank & Trust August 1997 - March 2000
Charles Schwab August 1995 - August 1997
Charles Schwab January 1994 - August 1995
Charles Schwab October 1992 - January 1994
Charles Schwab September 1990 - October 1992
Education
Ball State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Our Lady of Providence High School 1982 — 1986
Charles Schwab February 2013 - Present
Todd-Veredus Asset Management LLC January 2009 - February 2013
Veredus Asset Management November 2003 - January 2009
Veredus Asset Management March 2000 - November 2003
Stock Yards Bank & Trust August 1997 - March 2000
Charles Schwab August 1995 - August 1997
Charles Schwab January 1994 - August 1995
Charles Schwab October 1992 - January 1994
Charles Schwab September 1990 - October 1992
Education
Ball State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Our Lady of Providence High School 1982 — 1986
Ed Tovmassian Ed Tovmassian's Charles Schwab Experience February 2014 - September 2014
Job PRPC Certified System Architect at Charles Schwab
Industry Computer Software
Experience
United Health Group/Optum September 2014 - Present
DISYS September 2014 - August 2015
Charles Schwab February 2014 - September 2014
TriWest Healthcare Alliance February 2010 - January 2014
Bank of America May 2009 - April 2010
Kaiser Permanente August 2008 - April 2009
Group Health Cooperative August 2005 - January 2008
Nationwide Insurance 2008 - 2008
TEK Systems 1996 - 2005
TEK Systems 1996 - 2005
Skills
Pega PRPC, Tomcat, SQL, Unix, Unix Shell Scripting, Java, AES, Linux, Business Process..., Java Enterprise Edition, Pegasystems PRPC, SOA, Business Process Design, Websphere, Software Development, CRM, Agile Methodologies, Integration, Database Design, Oracle, SOAP, Requirements Analysis, IIS, Software Documentation, Visio, Scrum, Requirements Gathering, DB2, Enterprise Architecture, Web Services
Education
Azusa Pacific University 1976 — 1979
Business Administration
United Health Group/Optum September 2014 - Present
DISYS September 2014 - August 2015
Charles Schwab February 2014 - September 2014
TriWest Healthcare Alliance February 2010 - January 2014
Bank of America May 2009 - April 2010
Kaiser Permanente August 2008 - April 2009
Group Health Cooperative August 2005 - January 2008
Nationwide Insurance 2008 - 2008
TEK Systems 1996 - 2005
TEK Systems 1996 - 2005
Skills
Pega PRPC, Tomcat, SQL, Unix, Unix Shell Scripting, Java, AES, Linux, Business Process..., Java Enterprise Edition, Pegasystems PRPC, SOA, Business Process Design, Websphere, Software Development, CRM, Agile Methodologies, Integration, Database Design, Oracle, SOAP, Requirements Analysis, IIS, Software Documentation, Visio, Scrum, Requirements Gathering, DB2, Enterprise Architecture, Web Services
Education
Azusa Pacific University 1976 — 1979
Business Administration
Ben Milburn's Charles Schwab Experience August 2006 - July 2007
Job Financial Advisor
Industry Financial Services
Experience
WestPoint Financial Group May 2011 - Present
Woodgrain Distribution July 2007 - April 2011
Charles Schwab August 2006 - July 2007
WestPoint Financial Group June 2004 - July 2006
Education
Ball State University 2000 — 2004
Bachelor, History Major; Business Minor
Southmont High School
WestPoint Financial Group May 2011 - Present
Woodgrain Distribution July 2007 - April 2011
Charles Schwab August 2006 - July 2007
WestPoint Financial Group June 2004 - July 2006
Education
Ball State University 2000 — 2004
Bachelor, History Major; Business Minor
Southmont High School
Greg Galla Greg Galla's Charles Schwab Experience June 2011 - Present
Job Director of ERISA Compliance
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab July 2005 - June 2011
The Glass Freedman Company 2003 - 2005
Key Bank 1997 - 2003
The Benefits Group 1995 - 1997
Skills
ERISA, Pensions, Mutual Funds, 401k, Financial Services, Retirement
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1995
Bachelor of Science, Accounting
Baldwin-Wallace College 1991 — 1993
Bachelor of Science, Accounting
Charles Schwab June 2011 - Present
Charles Schwab July 2005 - June 2011
The Glass Freedman Company 2003 - 2005
Key Bank 1997 - 2003
The Benefits Group 1995 - 1997
Skills
ERISA, Pensions, Mutual Funds, 401k, Financial Services, Retirement
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1995
Bachelor of Science, Accounting
Baldwin-Wallace College 1991 — 1993
Bachelor of Science, Accounting
Patrick Coughlin's Charles Schwab Experience September 2011 - Present
Job Portfolio Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Quest Diagnostics September 2008 - September 2011
Quest Diagnostics September 2008 - September 2009
McCarthy's Irish Pub December 2006 - July 2008
Target Insurance Services May 2005 - December 2005
LabOne January 2004 - July 2004
Skills
Analysis, Data Entry, Leadership, Quality Assurance, Process Scheduler, Customer Service, Microsoft Office, Team Building, Sales, Microsoft Excel, Management, Insurance
Education
Baker University 2009 — 2011
Bachelors of Business Administration, Business Administration
Pittsburg State University 2004 — 2008
Bachelor of Business Administration, Business
Charles Schwab September 2011 - Present
Quest Diagnostics September 2008 - September 2011
Quest Diagnostics September 2008 - September 2009
McCarthy's Irish Pub December 2006 - July 2008
Target Insurance Services May 2005 - December 2005
LabOne January 2004 - July 2004
Skills
Analysis, Data Entry, Leadership, Quality Assurance, Process Scheduler, Customer Service, Microsoft Office, Team Building, Sales, Microsoft Excel, Management, Insurance
Education
Baker University 2009 — 2011
Bachelors of Business Administration, Business Administration
Pittsburg State University 2004 — 2008
Bachelor of Business Administration, Business
DuWayne Robinette's Charles Schwab Experience 2005 - 2006
Job State Farm Insurance Professional
Industry Consumer Electronics
Experience
State Farm Insurance March 2011 - Present
Klipsch Group Inc. March 2009 - July 2009
Robinette & Associates Inc. September 1998 - July 2009
Klipsch Group Inc. 2006 - 2009
Robinette and Associate Realtors 1990 - 2009
Charles Schwab 2005 - 2006
US Census Bureau 2005 - 2006
Euro Tech Automotive Repair Specialists October 1998 - May 1999
General Motors 1985 - 1998
General Motors 1983 - 1985
Skills
Strategic Planning, Customer Service, Training, Consumer Electronics, Management, Team Building, Leadership Development, Coaching, Sales Management, Customer Satisfaction, Leadership, Marketing Strategy, Process Improvement, Product Marketing, Sales, Account Management, Product Management, Product Development, Sales Operations, Organizational..., Employee Training, Nonprofits, Selling, Negotiation, Business Strategy, Business Planning, Change Management, Marketing, New Business Development, Strategy
Education
University Associates 1996 — 1998
HRD/OD Internship
Ivy Tech Community College 1991 — 1993
AS, Applied Science
General Motors Institute 1990 — 1991
HRD/OD Consulting
Ball State University 1967 — 1971
History, Management, Sociology
State Farm Insurance March 2011 - Present
Klipsch Group Inc. March 2009 - July 2009
Robinette & Associates Inc. September 1998 - July 2009
Klipsch Group Inc. 2006 - 2009
Robinette and Associate Realtors 1990 - 2009
Charles Schwab 2005 - 2006
US Census Bureau 2005 - 2006
Euro Tech Automotive Repair Specialists October 1998 - May 1999
General Motors 1985 - 1998
General Motors 1983 - 1985
Skills
Strategic Planning, Customer Service, Training, Consumer Electronics, Management, Team Building, Leadership Development, Coaching, Sales Management, Customer Satisfaction, Leadership, Marketing Strategy, Process Improvement, Product Marketing, Sales, Account Management, Product Management, Product Development, Sales Operations, Organizational..., Employee Training, Nonprofits, Selling, Negotiation, Business Strategy, Business Planning, Change Management, Marketing, New Business Development, Strategy
Education
University Associates 1996 — 1998
HRD/OD Internship
Ivy Tech Community College 1991 — 1993
AS, Applied Science
General Motors Institute 1990 — 1991
HRD/OD Consulting
Ball State University 1967 — 1971
History, Management, Sociology
Dean Solesky's Charles Schwab Experience June 2006 - March 2007
Job NALA Program Manager of Professional Services at Cyara
Industry Information Technology and Services
Experience
Cyara May 2015 - Present
Apex Systems March 2015 - Present
Mediu January 2010 - March 2015
Computer Resource Solutions November 2009 - January 2010
Direct Brands, Inc April 2007 - November 2009
DirectBrands 2007 - 2009
Direct Brands (Columbia House & Doubleday) 2007 - 2009
Charles Schwab June 2006 - March 2007
bmg columbia house 2000 - 2007
BMG Columbia House 2000 - 2004
Skills
Call Center, Genesys, Call Centers, Contact Centers, Cloud Computing, Cisco Technologies, Vendor Management, Telecommunications, Telephony, Databases, Customer Service, IVR, Process Improvement, Troubleshooting, CTI, Routing, Integration
Education
Ball State University 1987 — 1989
West Vigo High School
Cyara May 2015 - Present
Apex Systems March 2015 - Present
Mediu January 2010 - March 2015
Computer Resource Solutions November 2009 - January 2010
Direct Brands, Inc April 2007 - November 2009
DirectBrands 2007 - 2009
Direct Brands (Columbia House & Doubleday) 2007 - 2009
Charles Schwab June 2006 - March 2007
bmg columbia house 2000 - 2007
BMG Columbia House 2000 - 2004
Skills
Call Center, Genesys, Call Centers, Contact Centers, Cloud Computing, Cisco Technologies, Vendor Management, Telecommunications, Telephony, Databases, Customer Service, IVR, Process Improvement, Troubleshooting, CTI, Routing, Integration
Education
Ball State University 1987 — 1989
West Vigo High School
Robert Mundell's Charles Schwab Experience January 2013 - Present
Job Owner, True North Sailing Services, Inc.
Industry Maritime
Experience
Charles Schwab January 2013 - Present
True North sailing Services January 2002 - September 2013
Charles Schwab & Co. 1992 - 2003
Charles Schwab 1996 - 1997
Education
Ball State University 1987 — 1991
Charles Schwab January 2013 - Present
True North sailing Services January 2002 - September 2013
Charles Schwab & Co. 1992 - 2003
Charles Schwab 1996 - 1997
Education
Ball State University 1987 — 1991
Al Velasco's Charles Schwab Experience October 2007 - May 2009
Job Private Banker Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
Wells Fargo February 2015 - Present
Union Bank November 2014 - February 2015
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Chase Investment Services Corporation July 2011 - October 2012
Chase June 2010 - July 2011
Merrill Lynch March 2010 - April 2010
Charles Schwab October 2007 - May 2009
American Equity Mortgage February 2007 - October 2007
NovaStar Mortgage January 2007 - February 2007
Equity Consultants, LLC February 2006 - January 2007
Education
Ball State University 1997 — 2001
BA, Criminal Justice, Spanish
Ball State University 1997 — 2001
Bachelor of Arts, Criminal Justice
John Rosebrough, CFA's Charles Schwab Experience January 1999 - June 2005
Job Portfolio Manager at Archer Investment Corporation
Industry Investment Management
Experience
Archer Investment Corporation July 2010 - Present
Biechele Royce Advisors August 2009 - July 2010
Wallington Asset Management August 2005 - July 2009
Charles Schwab January 1999 - June 2005
Skills
Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Management, Equity Research, Asset Allocation, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Asset Managment, Securities, Hedge Funds, Asset Management
Education
Indiana University Bloomington 1992 — 1994
Economics
Babson College 1990 — 1992
The CFA Institute
Archer Investment Corporation July 2010 - Present
Biechele Royce Advisors August 2009 - July 2010
Wallington Asset Management August 2005 - July 2009
Charles Schwab January 1999 - June 2005
Skills
Equities, Investments, Portfolio Management, Fixed Income, Mutual Funds, Investment Management, Equity Research, Asset Allocation, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Asset Managment, Securities, Hedge Funds, Asset Management
Education
Indiana University Bloomington 1992 — 1994
Economics
Babson College 1990 — 1992
The CFA Institute
Katie Meyer's Charles Schwab Experience January 2013 - Present
Job Resolution Specialist
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Fifth Third Bank January 2011 - January 2013
Hondros College July 2010 - October 2010
CitiFinancial, Inc November 2002 - January 2010
Citibank, N March 2000 - October 2002
HUNTINGTON BANK September 1999 - March 2000
Union Federal Bank September 1996 - September 1999
NBD Bank September 1994 - September 1996
Skills
Call Centers, Customer Service, Employee Benefits, Financial Services, Credit, Loans, Insurance, Sales, Management, Mortgage Lending
Education
Ball Sate University 1991 — 1994
Criminal Justice
Ball State University
Criminal Justice / Criminology; Sociology
Charles Schwab January 2013 - Present
Fifth Third Bank January 2011 - January 2013
Hondros College July 2010 - October 2010
CitiFinancial, Inc November 2002 - January 2010
Citibank, N March 2000 - October 2002
HUNTINGTON BANK September 1999 - March 2000
Union Federal Bank September 1996 - September 1999
NBD Bank September 1994 - September 1996
Skills
Call Centers, Customer Service, Employee Benefits, Financial Services, Credit, Loans, Insurance, Sales, Management, Mortgage Lending
Education
Ball Sate University 1991 — 1994
Criminal Justice
Ball State University
Criminal Justice / Criminology; Sociology
David H. Dancer's Charles Schwab Experience 2010 - 2012
Job Executive Vice President, Head of Marketing at Teleflora
Industry Retail
Experience
The Wonderful Company 2014 - Present
GLSEN 2009 - Present
Teleflora 2012 - 2014
Charles Schwab 2010 - 2012
Visa 2003 - 2009
American Express 2002 - 2003
Talk.com 2000 - 2002
MCI 1997 - 2000
Wolff System Technology 1993 - 1997
Skills
Marketing Communications, Strategic Planning, Integrated Marketing, Budget Management, New Business Development, Client Relationship..., Partnership Marketing, Strategic Partnerships, Partnership Management, Marketing Strategy, Promotions, Global Marketing, Loyalty Marketing, Loyalty Programs, Customer Loyalty, Customer Acquisition, Customer Retention, Customer Insight, Corporate Branding, Multi-channel Retail, Retail Design, Brand Awareness, Social Media, Digital Marketing, Organizational Design, Organizational Change, Team Leadership, Cross-functional Team..., Team Building, Team Management, Customer Engagement, Field Marketing, CRM, Segmentation, Management, Leadership, Marketing, Change Management, Program Management, Advertising, Market Planning, Strategy, Direct Marketing, Analytics, E-commerce, Sales, Social Media Marketing, B2B Marketing, Email Marketing, Multi-channel Marketing
Education
Ball State University 1989 — 1993
BS, Management
The Wonderful Company 2014 - Present
GLSEN 2009 - Present
Teleflora 2012 - 2014
Charles Schwab 2010 - 2012
Visa 2003 - 2009
American Express 2002 - 2003
Talk.com 2000 - 2002
MCI 1997 - 2000
Wolff System Technology 1993 - 1997
Skills
Marketing Communications, Strategic Planning, Integrated Marketing, Budget Management, New Business Development, Client Relationship..., Partnership Marketing, Strategic Partnerships, Partnership Management, Marketing Strategy, Promotions, Global Marketing, Loyalty Marketing, Loyalty Programs, Customer Loyalty, Customer Acquisition, Customer Retention, Customer Insight, Corporate Branding, Multi-channel Retail, Retail Design, Brand Awareness, Social Media, Digital Marketing, Organizational Design, Organizational Change, Team Leadership, Cross-functional Team..., Team Building, Team Management, Customer Engagement, Field Marketing, CRM, Segmentation, Management, Leadership, Marketing, Change Management, Program Management, Advertising, Market Planning, Strategy, Direct Marketing, Analytics, E-commerce, Sales, Social Media Marketing, B2B Marketing, Email Marketing, Multi-channel Marketing
Education
Ball State University 1989 — 1993
BS, Management
Sandy Strawhorn Sandy Strawhorn's Charles Schwab Experience June 1999 - December 2004
Job Independent Educator
Industry Nonprofit Organization Management
Experience
Indianapolis Public Schools August 2014 - June 2015
IUMC Preschool August 2009 - January 2014
Charles Schwab June 1999 - December 2004
Skills
International..., Transdisciplinary..., Classroom Management, Program Planning, Teaching, Pre-K
Education
Indiana Wesleyan University's Adult Program 2012 — 2014
Transition to Teaching, Elementary Education and Teaching
Ball State University 1994 — 1998
Bachelors of Science, Business Management
Indianapolis Public Schools August 2014 - June 2015
IUMC Preschool August 2009 - January 2014
Charles Schwab June 1999 - December 2004
Skills
International..., Transdisciplinary..., Classroom Management, Program Planning, Teaching, Pre-K
Education
Indiana Wesleyan University's Adult Program 2012 — 2014
Transition to Teaching, Elementary Education and Teaching
Ball State University 1994 — 1998
Bachelors of Science, Business Management
Ingrid Yen's Charles Schwab Experience January 1997 - November 2002
Job Sr. Program Manager / PMO
Industry Retail
Experience
Albertsons Safeway August 2013 - Present
Safeway September 2008 - Present
DHAP Digital November 2007 - May 2008
Sephora February 2007 - November 2007
CSAA September 2004 - February 2007
Macromedia June 2004 - September 2004
Kaiser Permenante 2002 - 2004
Charles Schwab January 1997 - November 2002
Milpitas Square, LLC June 1994 - January 1997
Skills
Scrum, PMO, Program Management, CRM, E-commerce, Vendor Management, Project Portfolio..., Business Analysis, Project Management, SDLC, PMP, Cross-functional Team..., Resource Management, Agile Project Management, Retail, Enterprise Architecture, Performance Management, Project Planning, Budget Monitoring, Agile, Contract Negotiation, Procurement, Claims Handling, Insurance, Investment Brokerage, Certified Scrum Master..., Product Management, Product Development, Business Process..., real estate, Real Estate Transactions, Corporate Real Estate, HRIS, peoples, Financial Accounting, Change Management, Management, Process Improvement, Leadership, Project Delivery, Salesforce.com, Data Center, Analysis, Agile Methodologies, Consulting, IT Strategy, Budgets, Business Intelligence, IT Management, Strategy
Education
University of San Francisco 2004 — 2006
Bachelor of Science (BS), Computer Information Systems
Babson College 1990 — 1994
Int'l Business, Marketing Concentration
Albertsons Safeway August 2013 - Present
Safeway September 2008 - Present
DHAP Digital November 2007 - May 2008
Sephora February 2007 - November 2007
CSAA September 2004 - February 2007
Macromedia June 2004 - September 2004
Kaiser Permenante 2002 - 2004
Charles Schwab January 1997 - November 2002
Milpitas Square, LLC June 1994 - January 1997
Skills
Scrum, PMO, Program Management, CRM, E-commerce, Vendor Management, Project Portfolio..., Business Analysis, Project Management, SDLC, PMP, Cross-functional Team..., Resource Management, Agile Project Management, Retail, Enterprise Architecture, Performance Management, Project Planning, Budget Monitoring, Agile, Contract Negotiation, Procurement, Claims Handling, Insurance, Investment Brokerage, Certified Scrum Master..., Product Management, Product Development, Business Process..., real estate, Real Estate Transactions, Corporate Real Estate, HRIS, peoples, Financial Accounting, Change Management, Management, Process Improvement, Leadership, Project Delivery, Salesforce.com, Data Center, Analysis, Agile Methodologies, Consulting, IT Strategy, Budgets, Business Intelligence, IT Management, Strategy
Education
University of San Francisco 2004 — 2006
Bachelor of Science (BS), Computer Information Systems
Babson College 1990 — 1994
Int'l Business, Marketing Concentration
Kiran Nairy Krishna's Charles Schwab Experience April 2004 - January 2007
Job Information Strategist
Industry Information Technology and Services
Experience
Workers' Compensation Insurance Rating Bureau - California March 2013 - Present
Cisco Systems October 2012 - March 2013
Wells Fargo January 2011 - September 2012
Adobe Systems June 2010 - January 2011
Aspen Marketing Services January 2010 - June 2010
Thomson Reuters December 2008 - January 2010
US Bank PowerTrack April 2007 - December 2008
Charles Schwab April 2004 - January 2007
Adithi Technologies January 2002 - March 2004
Nidhi Technologies Ltd August 1997 - December 2001
Skills
Technical Project..., Technical Project..., Data Integration, Data Warehouse..., Near Real Time Data..., Business Intelligence, Information Management, Informatica, RDBMS, Master Data Management, SaaS, Business Objects, OBIEE, Teradata, Data Warehousing, Data Migration, ETL, Integration, Oracle, Analytics, Business Process, SDLC, Data Modeling, Software Project..., IT Strategy, Enterprise Architecture, Requirements Analysis, Architecture, Unix Shell Scripting, PL/SQL, Architectures, SOA, Data Quality, Data Governance, Business Intelligence..., Agile Methodologies, Shell Scripting
Education
B. M. S. College of Engineering
BE, Computer Science and Engineering
Workers' Compensation Insurance Rating Bureau - California March 2013 - Present
Cisco Systems October 2012 - March 2013
Wells Fargo January 2011 - September 2012
Adobe Systems June 2010 - January 2011
Aspen Marketing Services January 2010 - June 2010
Thomson Reuters December 2008 - January 2010
US Bank PowerTrack April 2007 - December 2008
Charles Schwab April 2004 - January 2007
Adithi Technologies January 2002 - March 2004
Nidhi Technologies Ltd August 1997 - December 2001
Skills
Technical Project..., Technical Project..., Data Integration, Data Warehouse..., Near Real Time Data..., Business Intelligence, Information Management, Informatica, RDBMS, Master Data Management, SaaS, Business Objects, OBIEE, Teradata, Data Warehousing, Data Migration, ETL, Integration, Oracle, Analytics, Business Process, SDLC, Data Modeling, Software Project..., IT Strategy, Enterprise Architecture, Requirements Analysis, Architecture, Unix Shell Scripting, PL/SQL, Architectures, SOA, Data Quality, Data Governance, Business Intelligence..., Agile Methodologies, Shell Scripting
Education
B. M. S. College of Engineering
BE, Computer Science and Engineering
Jordan Stastny Jordan Stastny's Charles Schwab Experience September 2014 - September 2015
Job Brokerage Representative at Charles Schwab
Industry Financial Services
Lukas Baumgartner, MBA Lukas Baumgartner, MBA's Charles Schwab Experience October 2011 - July 2015
Job Associate Portfolio Consultant at Schwab Private Client
Industry Financial Services
Experience
Schwab Private Client July 2015 - Present
Charles Schwab October 2011 - July 2015
Ball State University August 2010 - May 2011
Skills
Financial Analysis, Investments, Customer Service, Strategic Planning
Education
Ball State University 2010 — 2011
Master's Degree, Business Administration
Bluffton University 2006 — 2010
Bachelor's Degree, Business Administration, Economics
Schwab Private Client July 2015 - Present
Charles Schwab October 2011 - July 2015
Ball State University August 2010 - May 2011
Skills
Financial Analysis, Investments, Customer Service, Strategic Planning
Education
Ball State University 2010 — 2011
Master's Degree, Business Administration
Bluffton University 2006 — 2010
Bachelor's Degree, Business Administration, Economics
Fritz J Noble Fritz J Noble's Charles Schwab Experience July 1995 - February 2002
Job Owner at Noble Bull Realty, LLC
Industry Real Estate
Experience
Noble Services February 2010 - Present
The Big Deal Project 2008 - 2010
Covenant Financial Services June 2008 - June 2009
AtlantUSAmerica, LLC February 2001 - June 2008
Charles Schwab July 1995 - February 2002
Skills
Investments, Strategic Financial..., Asset Managment, Financial Services, Budgets, Financial Analysis, Strategic Planning, Finance, Financial Modeling, Sales, Television, Relationship Management, Insurance, Business Analysis, Management Consulting, Management, Strategy, Acting, Voice Over, Short Films, Feature Films, New Business Development, Small Business, Asset Management, Music Production, Commercials, Directing, Start-ups, Marketing Strategy, Operations Management, Film Production, Entertainment, Songwriting, Music Videos, Marketing, Analysis, Business Process..., Business Strategy, Leadership, Screenwriting, Entrepreneurship, Business Development, Film, Producing, Business Planning, Improvisation, Project Planning, Vendor Management, Process Improvement, Negotiation
Education
Keller Graduate School Of management 1999 — 2001
MBA, Information Technology
Ball State University 1989 — 1993
BS, English
Noble Services February 2010 - Present
The Big Deal Project 2008 - 2010
Covenant Financial Services June 2008 - June 2009
AtlantUSAmerica, LLC February 2001 - June 2008
Charles Schwab July 1995 - February 2002
Skills
Investments, Strategic Financial..., Asset Managment, Financial Services, Budgets, Financial Analysis, Strategic Planning, Finance, Financial Modeling, Sales, Television, Relationship Management, Insurance, Business Analysis, Management Consulting, Management, Strategy, Acting, Voice Over, Short Films, Feature Films, New Business Development, Small Business, Asset Management, Music Production, Commercials, Directing, Start-ups, Marketing Strategy, Operations Management, Film Production, Entertainment, Songwriting, Music Videos, Marketing, Analysis, Business Process..., Business Strategy, Leadership, Screenwriting, Entrepreneurship, Business Development, Film, Producing, Business Planning, Improvisation, Project Planning, Vendor Management, Process Improvement, Negotiation
Education
Keller Graduate School Of management 1999 — 2001
MBA, Information Technology
Ball State University 1989 — 1993
BS, English
Shawn Blazier's Charles Schwab Experience May 2011 - Present
Job Traffic Network Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Charles Schwab August 2007 - June 2011
Cumulus Media January 2007 - May 2007
Skills
Project Management, Project Planning, MBA, Call Center..., Call Center Architecture, Leadership, Networking, Financial Analysis, Risk Management, Customer Service, Asset Management, Series 7, Securities
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Information Technology
Ball State University 2003 — 2006
BA, Telecommunications, German
Charles Schwab May 2011 - Present
Charles Schwab August 2007 - June 2011
Cumulus Media January 2007 - May 2007
Skills
Project Management, Project Planning, MBA, Call Center..., Call Center Architecture, Leadership, Networking, Financial Analysis, Risk Management, Customer Service, Asset Management, Series 7, Securities
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA), Information Technology
Ball State University 2003 — 2006
BA, Telecommunications, German
Chris Bodle Chris Bodle's Charles Schwab Experience Regional Vice PresidentInvesmart, Inc.2003 - 2004
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Regional Vice PresidentInvesmart, Inc.2003 - 2004
KeyBank 1993 - 2003
KeyCorp 1993 - 2003
Ernst & Young June 1985 - August 1993
Skills
Leadership, Financial Analysis, Strategic Planning, Management, Process Improvement, Project Management, Business Analysis, Banking, Mergers & Acquisitions, Finance, Risk Management, Financial Services, Retirement, Mutual Funds, Retirement Planning, Investments, Portfolio Management
Education
Baldwin Wallace University 1981 — 1985
Charles Schwab Regional Vice PresidentInvesmart, Inc.2003 - 2004
KeyBank 1993 - 2003
KeyCorp 1993 - 2003
Ernst & Young June 1985 - August 1993
Skills
Leadership, Financial Analysis, Strategic Planning, Management, Process Improvement, Project Management, Business Analysis, Banking, Mergers & Acquisitions, Finance, Risk Management, Financial Services, Retirement, Mutual Funds, Retirement Planning, Investments, Portfolio Management
Education
Baldwin Wallace University 1981 — 1985
Shirley Waltenburg's Charles Schwab Experience August 2000 - Present
Job Sr. Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
Skills
Team Building, Business Analysis, Requirements Analysis, Vendor Management, Process Improvement, Project Management, Risk Management
Education
Ottawa University 2002 — 2005
Bachelor of Arts (BA), English
Columbus North High School 1977 — 1980
Ball State University 1980 — 1981
Design and Visual Communications, General
Charles Schwab August 2000 - Present
Skills
Team Building, Business Analysis, Requirements Analysis, Vendor Management, Process Improvement, Project Management, Risk Management
Education
Ottawa University 2002 — 2005
Bachelor of Arts (BA), English
Columbus North High School 1977 — 1980
Ball State University 1980 — 1981
Design and Visual Communications, General
Erin Hynek's Charles Schwab Experience September 1995 - February 2001
Job Chief Investment Officer at FS Advisors
Industry Investment Management
Experience
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
FSA Investment Group, LLC March 2012 - Present
O'Sullivan Creel Wealth Advisors, LLP August 2007 - March 2012
F&D Advisors, LLC October 2002 - March 2009
SignatureFD, LLC 2002 - 2009
Oxford Financial Group January 2001 - September 2002
Charles Schwab September 1995 - February 2001
Robert W. Baird & Co. 1994 - 1995
Skills
Investments, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, Wealth Management
Education
LEAP 2011 — 2012
Ball State University - College of Business 1990 — 1994
BS, Finance
Valerie Alexander's Charles Schwab Experience November 1996 - September 2004
Job Owner of VKA Kitchen and Catering LLC
Industry Events Services
Experience
VKA Kitchen and Catering LLC September 2010 - Present
Alliance for Strategic Growth December 2007 - June 2011
Charles Schwab November 1996 - September 2004
Education
Ball State University 1993 — 1996
MBA, Marketing, Econ, Finance
Ball State University 1990 — 1993
BS, Chemistry
VKA Kitchen and Catering LLC September 2010 - Present
Alliance for Strategic Growth December 2007 - June 2011
Charles Schwab November 1996 - September 2004
Education
Ball State University 1993 — 1996
MBA, Marketing, Econ, Finance
Ball State University 1990 — 1993
BS, Chemistry
Dana Ciarlillo Dana Ciarlillo's Charles Schwab Experience June 2012 - Present
Job Document Presentation Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Max & Erma's August 2010 - May 2012
Max & Erma's May 2008 - August 2010
ProQuest Business Solutions 2007 - 2007
Skills
Microsoft Office, Customer Satisfaction, Highly detail oriented, Organization, Social Media Marketing, Marketing Communications, Designs, Hospitality Management, Restaurant Management, Adobe Creative Suite, Business Innovation, Youth Entrepreneurship, Budget Monitoring, Community Engagement, Public Relations, Event Planning, Catering, Communication Skills, Business Planning, Forecasting, Employee Training..., Presentation Development, Employee Training
Education
Baldwin Wallace University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baldwin-Wallace College 2007 — 2011
Bachelor's degree, Business Administration; Entrepreneurship Minor, Cum Laude
Walsh Jesuit High School
Charles Schwab June 2012 - Present
Max & Erma's August 2010 - May 2012
Max & Erma's May 2008 - August 2010
ProQuest Business Solutions 2007 - 2007
Skills
Microsoft Office, Customer Satisfaction, Highly detail oriented, Organization, Social Media Marketing, Marketing Communications, Designs, Hospitality Management, Restaurant Management, Adobe Creative Suite, Business Innovation, Youth Entrepreneurship, Budget Monitoring, Community Engagement, Public Relations, Event Planning, Catering, Communication Skills, Business Planning, Forecasting, Employee Training..., Presentation Development, Employee Training
Education
Baldwin Wallace University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Baldwin-Wallace College 2007 — 2011
Bachelor's degree, Business Administration; Entrepreneurship Minor, Cum Laude
Walsh Jesuit High School
Deborah Quayle Deborah Quayle's Charles Schwab Experience 2004 - 2005
Job IT Infrastructure Project Manager at Cleveland Clinic
Industry Information Technology and Services
Experience
Cleveland Clinic March 2013 - Present
American Greetings - AG Interactive July 2011 - November 2012
PNC January 2009 - April 2010
National City Bank September 2007 - April 2010
Progressive 2005 - 2007
Charles Schwab 2004 - 2005
KeyCorp 1996 - 2004
Skills
Project Management, SDLC, Management, Program Management, Leadership, Risk Management, Vendor Management, Project Portfolio..., Quality Assurance, Project Planning, Testing
Education
Baldwin-Wallace College 2002 — 2011
BS Computer Information Systems, with a minor in Management
Cleveland Clinic March 2013 - Present
American Greetings - AG Interactive July 2011 - November 2012
PNC January 2009 - April 2010
National City Bank September 2007 - April 2010
Progressive 2005 - 2007
Charles Schwab 2004 - 2005
KeyCorp 1996 - 2004
Skills
Project Management, SDLC, Management, Program Management, Leadership, Risk Management, Vendor Management, Project Portfolio..., Quality Assurance, Project Planning, Testing
Education
Baldwin-Wallace College 2002 — 2011
BS Computer Information Systems, with a minor in Management
Matt Coulter's Charles Schwab Experience January 2008 - September 2008
Job Territory Manager at Premier Medical LLC
Industry Pharmaceuticals
Experience
Premier Medical LLC February 2013 - Present
Vivus Inc September 2012 - May 2013
Horizon Pharma, Inc. September 2011 - September 2012
Victory Pharma September 2008 - July 2011
Charles Schwab January 2008 - September 2008
Johnson Controls November 2006 - August 2007
Skills
Pharmaceutical Sales, Sales Operations, Selling, Territory Management, Cold Calling, Sales Force Development, Sales Process, Sales Trainer, SPIN Selling, Product Stocking, Territory Account..., Sales, Direct Sales, Neurology, Pain Management, Business Development, Rheumatology, Podiatry, Territory Growth
Education
Ball State University 1999 — 2003
Bachelor of Science, Marketing/Sales
Center Grove High School 1996 — 1999
Business
Premier Medical LLC February 2013 - Present
Vivus Inc September 2012 - May 2013
Horizon Pharma, Inc. September 2011 - September 2012
Victory Pharma September 2008 - July 2011
Charles Schwab January 2008 - September 2008
Johnson Controls November 2006 - August 2007
Skills
Pharmaceutical Sales, Sales Operations, Selling, Territory Management, Cold Calling, Sales Force Development, Sales Process, Sales Trainer, SPIN Selling, Product Stocking, Territory Account..., Sales, Direct Sales, Neurology, Pain Management, Business Development, Rheumatology, Podiatry, Territory Growth
Education
Ball State University 1999 — 2003
Bachelor of Science, Marketing/Sales
Center Grove High School 1996 — 1999
Business
Tom Lydon's Charles Schwab Experience 1992 - 1995
Job ETF Content and Wealth Management
Industry Investment Management
Experience
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Anne Levin's Charles Schwab Experience July 2015 - Present
Job Managing Director, Technology Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab January 2007 - June 2015
Sutter Securities Incorporated January 2006 - December 2006
CSC Consulting 2002 - 2005
Skills
Financial Modeling, Financial Analysis, Process Improvement, Business Analysis
Education
Babson College 1998 — 2002
BS, Major in Finance, Minor in MIS
Charles Schwab July 2015 - Present
Charles Schwab January 2007 - June 2015
Sutter Securities Incorporated January 2006 - December 2006
CSC Consulting 2002 - 2005
Skills
Financial Modeling, Financial Analysis, Process Improvement, Business Analysis
Education
Babson College 1998 — 2002
BS, Major in Finance, Minor in MIS
Chris Hutchens, MBA's Charles Schwab Experience June 2006 - June 2008
Job Registered Financial Associate at City Securities Corporation
Industry Financial Services
Experience
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
City Securities Corporation June 2009 - Present
Robert W. Baird & Co. June 2008 - December 2008
Charles Schwab June 2006 - June 2008
Skills
Retirement Planning, Series 63, Securities, Life Insurance, Microsoft Office, Wealth Management
Education
Indiana State University 2013 — 2015
Master of Business Administration (MBA)
Ball State University 2002 — 2005
Bachelors of Science, Business Administration
Bihl Beckstedt's Charles Schwab Experience April 2001 - December 2002
Job Principle, RetroNu Limited
Industry Design
Experience
RetroNu Limited January 2003 - Present
AAA NCNU Insurance Exchange March 2006 - July 2011
Charles Schwab April 2001 - December 2002
Charles Schwab April 2000 - April 2001
Charles Schwab May 1998 - March 2000
Charles Schwab April 1997 - May 1998
Indiana Cares, Inc July 1995 - December 1996
Charles Schwab April 1992 - June 1995
Unified Management Corporation September 1990 - December 1991
Skills
Strategic Planning, Marketing, CRM, Program Management, Marketing Strategy, Competitive Analysis, Sales Management, Product Marketing, Product Management, New Business Development, Integrated Marketing, Marketing Communications, Business Strategy, Product Development, Business Development, Training, Management, Leadership, Sales, Strategy, Advertising, Project Management, Retail, Budgets, Public Relations, Contract Negotiation, Brand Management, Project Planning, Process Improvement, Coaching, Direct Sales, Team Management
Education
Indiana University School on Philanthropy 1996 — 1996
Ball State University - College of Business 1986 — 1990
BA, International Finance
L'Institute d'Etudes Française de Touraine 1985 — 1985
RetroNu Limited January 2003 - Present
AAA NCNU Insurance Exchange March 2006 - July 2011
Charles Schwab April 2001 - December 2002
Charles Schwab April 2000 - April 2001
Charles Schwab May 1998 - March 2000
Charles Schwab April 1997 - May 1998
Indiana Cares, Inc July 1995 - December 1996
Charles Schwab April 1992 - June 1995
Unified Management Corporation September 1990 - December 1991
Skills
Strategic Planning, Marketing, CRM, Program Management, Marketing Strategy, Competitive Analysis, Sales Management, Product Marketing, Product Management, New Business Development, Integrated Marketing, Marketing Communications, Business Strategy, Product Development, Business Development, Training, Management, Leadership, Sales, Strategy, Advertising, Project Management, Retail, Budgets, Public Relations, Contract Negotiation, Brand Management, Project Planning, Process Improvement, Coaching, Direct Sales, Team Management
Education
Indiana University School on Philanthropy 1996 — 1996
Ball State University - College of Business 1986 — 1990
BA, International Finance
L'Institute d'Etudes Française de Touraine 1985 — 1985
Don Catey Don Catey's Charles Schwab Experience August 2010 - Present
Job Sr. Team Lead Distributed Support and Release Engineering Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab December 2000 - August 2010
Charles Schwab October 1998 - November 2000
EDS Corporation August 1998 - October 1998
Motorola June 1996 - August 1998
Magna Powertrain - when known as New Venture Gear August 1991 - May 1996
Great Lakes Design February 1991 - August 1991
Controlco Systems, Inc. October 1985 - February 1991
Skills
Disaster Recovery, Unix, Data Center, Troubleshooting, Servers, Integration, Solaris, Windows Server, Storage, NAS, Infrastructure, Technical Support, Distributed Systems, Strategy, Perl, Load Balancing, Linux, Unix Shell Scripting, High Availability, Project Management, Visio, System Administration, Cross-functional Team..., SDLC, Cisco Technologies, Network Security, VMware, Testing, AIX, Enterprise Architecture, IT Strategy, Networking, Storage Area Networks, System Deployment, SAN
Education
Baker College of Flint 2014 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mesa Community College 1996 — 1998
Computer Engineering
Michigan Technological University 1988 — 1990
Mechanical Engineering
Charles Schwab August 2010 - Present
Charles Schwab December 2000 - August 2010
Charles Schwab October 1998 - November 2000
EDS Corporation August 1998 - October 1998
Motorola June 1996 - August 1998
Magna Powertrain - when known as New Venture Gear August 1991 - May 1996
Great Lakes Design February 1991 - August 1991
Controlco Systems, Inc. October 1985 - February 1991
Skills
Disaster Recovery, Unix, Data Center, Troubleshooting, Servers, Integration, Solaris, Windows Server, Storage, NAS, Infrastructure, Technical Support, Distributed Systems, Strategy, Perl, Load Balancing, Linux, Unix Shell Scripting, High Availability, Project Management, Visio, System Administration, Cross-functional Team..., SDLC, Cisco Technologies, Network Security, VMware, Testing, AIX, Enterprise Architecture, IT Strategy, Networking, Storage Area Networks, System Deployment, SAN
Education
Baker College of Flint 2014 — 2017
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mesa Community College 1996 — 1998
Computer Engineering
Michigan Technological University 1988 — 1990
Mechanical Engineering
Jennifer Streeter, CPLP Jennifer Streeter, CPLP's Charles Schwab Experience September 1993 - November 2001
Job Learning & Development Executive
Industry Professional Training & Coaching
Experience
Transdev On Demand March 2010 - Present
SRPMIC June 2005 - August 2009
Ottawa University January 2005 - January 2008
Best Western International July 2002 - December 2004
Charles Schwab September 1993 - November 2001
Skills
Adobe Captivate 5.5, Adobe Presenter, Adobe Flash, Adobe Soundbooth, Leadership Development, Staff Development, E-Learning, Consulting, Coaching, Organizational..., Performance Management, Succession Planning, Public Speaking, Training, Career Development, Interviews, Executive Coaching, Employee Training, Onboarding, Training Delivery, Organizational..., Management Development, Change Management, HRIS, Strategic Planning, Workshop Facilitation, Applicant Tracking..., Captivate, Employee Engagement, Team Building, Instructional Design, Program Management, Human Resources, Management, Personnel Management, Team Leadership, Strategy, Employee Relations, Employee Handbooks, Soundbooth, Leadership
Education
Baker College Center for Graduate Studies 2000 — 2002
Masters, Leadership Studies
Baker College Business and Corporate Services 1990 — 1993
Bachelor's, Management/Marketing
Transdev On Demand March 2010 - Present
SRPMIC June 2005 - August 2009
Ottawa University January 2005 - January 2008
Best Western International July 2002 - December 2004
Charles Schwab September 1993 - November 2001
Skills
Adobe Captivate 5.5, Adobe Presenter, Adobe Flash, Adobe Soundbooth, Leadership Development, Staff Development, E-Learning, Consulting, Coaching, Organizational..., Performance Management, Succession Planning, Public Speaking, Training, Career Development, Interviews, Executive Coaching, Employee Training, Onboarding, Training Delivery, Organizational..., Management Development, Change Management, HRIS, Strategic Planning, Workshop Facilitation, Applicant Tracking..., Captivate, Employee Engagement, Team Building, Instructional Design, Program Management, Human Resources, Management, Personnel Management, Team Leadership, Strategy, Employee Relations, Employee Handbooks, Soundbooth, Leadership
Education
Baker College Center for Graduate Studies 2000 — 2002
Masters, Leadership Studies
Baker College Business and Corporate Services 1990 — 1993
Bachelor's, Management/Marketing
Jason Buck's Charles Schwab Experience October 2013 - Present
Job Midwest Regional Sales Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Charles Schwab March 2010 - October 2013
Charles Schwab July 2005 - March 2010
Charles Schwab August 1999 - July 2005
Skills
Management, Series 7, Portfolio Management, Wealth Management, Investment Advisory, Series 63, Leadership, Investments, Retirement Planning, Mutual Funds, Sales, Asset Management, Finance, Financial Planning
Education
Ball State University 1993 — 1999
MBA, Finance
Charles Schwab October 2013 - Present
Charles Schwab March 2010 - October 2013
Charles Schwab July 2005 - March 2010
Charles Schwab August 1999 - July 2005
Skills
Management, Series 7, Portfolio Management, Wealth Management, Investment Advisory, Series 63, Leadership, Investments, Retirement Planning, Mutual Funds, Sales, Asset Management, Finance, Financial Planning
Education
Ball State University 1993 — 1999
MBA, Finance
David Israel, MBA's Charles Schwab Experience January 2014 - December 2014
Job Director of Field Outreach at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Leslie Jo Filson's Charles Schwab Experience 1996 - 2003
Job Division Vice President at Zenith Education Group
Industry Financial Services
Experience
Bank of America January 2011 - December 2012
Bank of America 2010 - 2011
Bank of America 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2006 - 2007
USAllianz Securities 2005 - 2005
H&R Block 2003 - 2004
Charles Schwab 1996 - 2003
Charles Schwab 1991 - 1996
Charles Schwab 1989 - 1991
Skills
Banking, Sales Management, Call Center, Series 7, Series 63, Wealth Management, Financial Services, Strategic Planning, Relationship Management, Investments, Sales, Customer Service, Mortgage Lending, Team Building, Portfolio Management, Series 24, series 8, Call Centers, Leadership Development, CRM, Risk Management, Mortgage Banking, P&L Responsibility, Business Development, Strategic Partnerships, Mentoring, Executive Management, Strategy, Building High..., Influential Communicator, Program Management, Mergers & Acquisitions
Education
Baldwin-Wallace College 1997 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Hiram College 1992 — 1995
Bachelor of Arts (BA), Business/Corporate Communications
ICM School of Business 1985 — 1986
Certificate, Administrative Assistant and Secretarial Science, General
Bank of America January 2011 - December 2012
Bank of America 2010 - 2011
Bank of America 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2006 - 2007
USAllianz Securities 2005 - 2005
H&R Block 2003 - 2004
Charles Schwab 1996 - 2003
Charles Schwab 1991 - 1996
Charles Schwab 1989 - 1991
Skills
Banking, Sales Management, Call Center, Series 7, Series 63, Wealth Management, Financial Services, Strategic Planning, Relationship Management, Investments, Sales, Customer Service, Mortgage Lending, Team Building, Portfolio Management, Series 24, series 8, Call Centers, Leadership Development, CRM, Risk Management, Mortgage Banking, P&L Responsibility, Business Development, Strategic Partnerships, Mentoring, Executive Management, Strategy, Building High..., Influential Communicator, Program Management, Mergers & Acquisitions
Education
Baldwin-Wallace College 1997 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Hiram College 1992 — 1995
Bachelor of Arts (BA), Business/Corporate Communications
ICM School of Business 1985 — 1986
Certificate, Administrative Assistant and Secretarial Science, General
Heather Drysdale's Charles Schwab Experience December 2013 - October 2014
Job Vice President The LeFrak Trust Company
Industry Banking
Experience
The LeFrak Trust Company October 2014 - Present
Charles Schwab December 2013 - October 2014
Wilmington Trust - The Advisory Trust Company of Delaware March 2012 - December 2013
Ferry, Joseph & Pearce, P.A. May 2011 - March 2012
Ferry, Joseph & Pearce, P.A. May 2009 - May 2011
Moses & Singer LLP February 2006 - July 2007
Ropes & Gray LLP July 2004 - August 2005
Skills
Estate Planning, Trusts, Strategic Planning, Elder Law, Estate Law, Finance, Legal Research, Financial Advisory, Legal Writing, Mergers & Acquisitions, Private Equity, New Business Development, Credit, Securities Regulation, Litigation, Legacy Giving
Education
Widener University School of Law 2007 — 2010
J.D., Law
Babson College 2000 — 2004
Bachelor of Science, Business Administration
The LeFrak Trust Company October 2014 - Present
Charles Schwab December 2013 - October 2014
Wilmington Trust - The Advisory Trust Company of Delaware March 2012 - December 2013
Ferry, Joseph & Pearce, P.A. May 2011 - March 2012
Ferry, Joseph & Pearce, P.A. May 2009 - May 2011
Moses & Singer LLP February 2006 - July 2007
Ropes & Gray LLP July 2004 - August 2005
Skills
Estate Planning, Trusts, Strategic Planning, Elder Law, Estate Law, Finance, Legal Research, Financial Advisory, Legal Writing, Mergers & Acquisitions, Private Equity, New Business Development, Credit, Securities Regulation, Litigation, Legacy Giving
Education
Widener University School of Law 2007 — 2010
J.D., Law
Babson College 2000 — 2004
Bachelor of Science, Business Administration
Brett Mock's Charles Schwab Experience September 2014 - Present
Job Licensed Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
RadioShack November 2012 - September 2014
ColtsAuthority.com May 2010 - October 2012
Mosaic Sales Solutions March 2011 - August 2011
AT&T March 2007 - August 2007
Fry's Electronics August 2006 - March 2007
Peace and Prosperity Project 2007 - 2007
Scott Tipton for Congress January 2006 - August 2006
House Republican Campaign Committee May 2005 - December 2005
Ball State University Computer Services August 2001 - January 2005
Skills
Social Media, Public Relations, Strategic Communications, Customer Service, Public Speaking, Sales, Social Networking, Marketing, Recruiting, Management, Leadership, Training
Education
Valparaiso University School of Law 2007 — 2011
J.D., Law
Ball State University 2001 — 2005
Bachelor of Science (BS), Political Science and Government
Charles Schwab September 2014 - Present
RadioShack November 2012 - September 2014
ColtsAuthority.com May 2010 - October 2012
Mosaic Sales Solutions March 2011 - August 2011
AT&T March 2007 - August 2007
Fry's Electronics August 2006 - March 2007
Peace and Prosperity Project 2007 - 2007
Scott Tipton for Congress January 2006 - August 2006
House Republican Campaign Committee May 2005 - December 2005
Ball State University Computer Services August 2001 - January 2005
Skills
Social Media, Public Relations, Strategic Communications, Customer Service, Public Speaking, Sales, Social Networking, Marketing, Recruiting, Management, Leadership, Training
Education
Valparaiso University School of Law 2007 — 2011
J.D., Law
Ball State University 2001 — 2005
Bachelor of Science (BS), Political Science and Government
Ashley Knopf's Charles Schwab Experience August 2010 - August 2014
Job Operations Specialist with Bedel Financial Consulting
Industry Financial Services
Experience
Bedel Financial Consulting, Inc. August 2014 - Present
Charles Schwab August 2010 - August 2014
CarMax June 2008 - August 2010
Enterprise Rent-A-Car January 2007 - June 2008
Blockbuster August 2003 - June 2006
Education
Ball State University 2002 — 2006
Bachelor's degree, Telecommunications Technology/Technician
Bedel Financial Consulting, Inc. August 2014 - Present
Charles Schwab August 2010 - August 2014
CarMax June 2008 - August 2010
Enterprise Rent-A-Car January 2007 - June 2008
Blockbuster August 2003 - June 2006
Education
Ball State University 2002 — 2006
Bachelor's degree, Telecommunications Technology/Technician
Josh Lovold's Charles Schwab Experience October 2012 - April 2014
Job Wealth Operations Manager at BT Wealth Advisors
Industry Financial Services
Experience
BT Wealth Advisors May 2014 - Present
Charles Schwab October 2012 - April 2014
Charles Schwab August 2007 - October 2012
PAR North America September 2006 - August 2007
Regions Bank August 2005 - August 2006
Skills
Customer Satisfaction, Banking, Customer Service, Selling, Financial Services, Account Management, Sales, Marketing, Leadership, Process Improvement, Management, Sales Process, New Business Development, Social Media Marketing
Education
Ball State University 2001 — 2005
B.S, Finance; Corporate Finance and Financial Institutions
BT Wealth Advisors May 2014 - Present
Charles Schwab October 2012 - April 2014
Charles Schwab August 2007 - October 2012
PAR North America September 2006 - August 2007
Regions Bank August 2005 - August 2006
Skills
Customer Satisfaction, Banking, Customer Service, Selling, Financial Services, Account Management, Sales, Marketing, Leadership, Process Improvement, Management, Sales Process, New Business Development, Social Media Marketing
Education
Ball State University 2001 — 2005
B.S, Finance; Corporate Finance and Financial Institutions
Stacy Yacobozzi's Charles Schwab Experience 2013 - Present
Job Communications Manager, Communications Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2013 - Present
WKYC-TV/Gannett Television 2012 - 2013
WKYC-TV/Gannett Television 2004 - 2012
WKYC-TV/Gannett Television 2000 - 2004
WEWS 1998 - 2000
WEWS 1995 - 1998
Skills
Brand Management, Project Management, Building Strategic..., Strategic & Conceptual..., Effective Leader &..., Social Media Promotion,..., Media, Marketing &..., Event Management &..., Troubleshooting &..., Media Analysis, Promotions, Public Relations, Social Media Marketing, Broadcast, Marketing, Newsletters, Advertising, Radio, Editing, Social Media, Digital Media, Management, Media Relations, Press Releases, Television, Video Production
Education
Baldwin-Wallace College 1991 — 1995
Bachelor of Arts, Speech Communication
Charles Schwab 2013 - Present
WKYC-TV/Gannett Television 2012 - 2013
WKYC-TV/Gannett Television 2004 - 2012
WKYC-TV/Gannett Television 2000 - 2004
WEWS 1998 - 2000
WEWS 1995 - 1998
Skills
Brand Management, Project Management, Building Strategic..., Strategic & Conceptual..., Effective Leader &..., Social Media Promotion,..., Media, Marketing &..., Event Management &..., Troubleshooting &..., Media Analysis, Promotions, Public Relations, Social Media Marketing, Broadcast, Marketing, Newsletters, Advertising, Radio, Editing, Social Media, Digital Media, Management, Media Relations, Press Releases, Television, Video Production
Education
Baldwin-Wallace College 1991 — 1995
Bachelor of Arts, Speech Communication
Tamara Mullally's Charles Schwab Experience March 2004 - Present
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2004 - Present
Education
Baldwin Wallace University 1999 — 2000
Charles Schwab March 2004 - Present
Education
Baldwin Wallace University 1999 — 2000
Robert P. Wuersig's Charles Schwab Experience December 2011 - Present
Job Sr. Team Manager, Client Services at Charles Schwab
Industry Investment Management
Experience
Charles Schwab December 2011 - Present
Charles Schwab June 1997 - December 2011
Arthur Andersen LLP August 1995 - June 1997
Skills
401k, Series 63, ERISA, Retirement, Series 7, Management, Retirement Planning
Education
Baldwin-Wallace College 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Port Clinton High School 1988 — 1991
College Prep
Charles Schwab December 2011 - Present
Charles Schwab June 1997 - December 2011
Arthur Andersen LLP August 1995 - June 1997
Skills
401k, Series 63, ERISA, Retirement, Series 7, Management, Retirement Planning
Education
Baldwin-Wallace College 1991 — 1995
Bachelor of Arts (B.A.), Accounting
Port Clinton High School 1988 — 1991
College Prep
Jerry Call's Charles Schwab Experience February 2008 - January 2011
Job Sr Product Manager at First Data Corporation
Industry Financial Services
Experience
Starz Entertainment (Contractor) July 2014 - Present
Western Union (Contractor) March 2014 - July 2014
First Data Corporation February 2010 - February 2014
Charles Schwab February 2008 - January 2011
MoneyGram International May 2006 - February 2008
First Data Corporation September 2001 - May 2006
IBM Global Services October 2000 - September 2001
Commerce Bank October 1994 - October 2000
J.P Morgan Chase August 1988 - October 1994
Skills
Competitive Analysis, Account Management, Market Research, Marketing, Product Management, Sales, Strategy, Payments, Product Development, Program Management, Sales Management, Analysis, Leadership, Electronic Payments, Strategic Partnerships, Customer Service, Business Development, Project Management, Strategic Planning, Public Speaking, Financial Analysis, Business Analysis, Credit Cards, Business Strategy, E-commerce, Cross-functional Team..., Marketing Strategy, Management, Pricing, Payment Systems, Debit Cards, Financial Services, Lead Generation, Online Advertising, Mobile Devices, Start-ups, Integration, New Business Development, Mobile Payments
Education
Baker University 1996 — 1997
M.B.A, Business and Finance
Metropolitan State University of Denver 1984 — 1988
B.S, Finance
Starz Entertainment (Contractor) July 2014 - Present
Western Union (Contractor) March 2014 - July 2014
First Data Corporation February 2010 - February 2014
Charles Schwab February 2008 - January 2011
MoneyGram International May 2006 - February 2008
First Data Corporation September 2001 - May 2006
IBM Global Services October 2000 - September 2001
Commerce Bank October 1994 - October 2000
J.P Morgan Chase August 1988 - October 1994
Skills
Competitive Analysis, Account Management, Market Research, Marketing, Product Management, Sales, Strategy, Payments, Product Development, Program Management, Sales Management, Analysis, Leadership, Electronic Payments, Strategic Partnerships, Customer Service, Business Development, Project Management, Strategic Planning, Public Speaking, Financial Analysis, Business Analysis, Credit Cards, Business Strategy, E-commerce, Cross-functional Team..., Marketing Strategy, Management, Pricing, Payment Systems, Debit Cards, Financial Services, Lead Generation, Online Advertising, Mobile Devices, Start-ups, Integration, New Business Development, Mobile Payments
Education
Baker University 1996 — 1997
M.B.A, Business and Finance
Metropolitan State University of Denver 1984 — 1988
B.S, Finance
Patricia Stilwell's Charles Schwab Experience Corp Mgr, Retirement Plans & HRISFerro Corporation1981 - 2007
Job Client Services Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Corp Mgr, Retirement Plans & HRISFerro Corporation1981 - 2007
Education
Baldwin Wallace University
Charles Schwab Corp Mgr, Retirement Plans & HRISFerro Corporation1981 - 2007
Education
Baldwin Wallace University
Diana Merced's Charles Schwab Experience April 2000 - August 2015
Job Administrative Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2000 - August 2015
Kelly Services September 1997 - March 2000
Limited Brands September 1991 - September 1997
Skills
Microsoft Office, PeopleSoft, Customer Service, Marketing Communications, PowerPoint, Recruiting, Training, Project Management
Education
Baldwin Wallace University 1987 — 1991
BA, Business - Marketing
Charles Schwab April 2000 - August 2015
Kelly Services September 1997 - March 2000
Limited Brands September 1991 - September 1997
Skills
Microsoft Office, PeopleSoft, Customer Service, Marketing Communications, PowerPoint, Recruiting, Training, Project Management
Education
Baldwin Wallace University 1987 — 1991
BA, Business - Marketing
James Smothermon's Charles Schwab Experience March 1990 - May 2008
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 1990 - May 2008
Education
Ball State University 1983 — 1988
Charles Schwab March 1990 - May 2008
Education
Ball State University 1983 — 1988
Lynn Hoelting's Charles Schwab Experience October 2013 - Present
Job Team Manager Defined Benefit Plan Operations at Charles Schwab
Industry Human Resources
Experience
Charles Schwab October 2013 - Present
Ohio & Vicinity Carpenters' Fringe Benefit Funds August 2011 - October 2013
Hewitt Associates January 2010 - September 2011
National City Bank March 2007 - December 2009
Degussa Construction Chemicals December 2005 - April 2007
Affiliated Computer Services October 2004 - December 2005
Cole National July 2000 - February 2005
Danley, IEM January 2000 - July 2000
ProResources October 1999 - January 2000
Picker International October 1994 - October 1999
Skills
ERISA, Retirement, Employee Benefits, Microsoft Office, Defined Contribution, Executive Pay, Microsoft Excel, Microsoft Word, 401k, PowerPoint, Benefits Administration, Defined Benefit, Deferred Compensation, Non-Qualified Deferred...
Education
Baldwin-Wallace College 1990 — 1995
Bachelor of Science, Business
Charles Schwab October 2013 - Present
Ohio & Vicinity Carpenters' Fringe Benefit Funds August 2011 - October 2013
Hewitt Associates January 2010 - September 2011
National City Bank March 2007 - December 2009
Degussa Construction Chemicals December 2005 - April 2007
Affiliated Computer Services October 2004 - December 2005
Cole National July 2000 - February 2005
Danley, IEM January 2000 - July 2000
ProResources October 1999 - January 2000
Picker International October 1994 - October 1999
Skills
ERISA, Retirement, Employee Benefits, Microsoft Office, Defined Contribution, Executive Pay, Microsoft Excel, Microsoft Word, 401k, PowerPoint, Benefits Administration, Defined Benefit, Deferred Compensation, Non-Qualified Deferred...
Education
Baldwin-Wallace College 1990 — 1995
Bachelor of Science, Business
Silvan Kuharich's Charles Schwab Experience 2005 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2005 - Present
KeyBank 2001 - 2005
Skills
Financial Services
Education
Baldwin Wallace University 1988 — 1990
MBA
Bowling Green State University 1978 — 1982
BSBA, Finance
Charles Schwab 2005 - Present
KeyBank 2001 - 2005
Skills
Financial Services
Education
Baldwin Wallace University 1988 — 1990
MBA
Bowling Green State University 1978 — 1982
BSBA, Finance
Candace Schwab's Charles Schwab Experience August 2008 - July 2011
Job Professional Portrait and Event Photographer
Industry Photography
Experience
Candace Schwab Photography August 2011 - Present
Charles Schwab August 2008 - July 2011
First American September 2005 - May 2008
Education
Babson College 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Candace Schwab Photography August 2011 - Present
Charles Schwab August 2008 - July 2011
First American September 2005 - May 2008
Education
Babson College 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Karin Estrada's Charles Schwab Experience September 2013 - May 2014
Job Intelligence Analyst at AECOM
Industry Government Administration
Experience
AECOM September 2014 - Present
Reindeer Auto Relocation May 2014 - September 2014
Charles Schwab September 2013 - May 2014
Safeco Insurance Companies September 2000 - September 2013
Arrow Electronics August 1996 - September 2000
Skills
Troubleshooting, Liability, Claim, Customer Satisfaction, Property & Casualty..., Casualty, Training, Leadership
Education
Ball State University 1978 — 1980
Associate, Secretarial Science
National Louis University
Bachelors, Applied Behavior Science
University of San Diego
Certificate, Paralegal
AECOM September 2014 - Present
Reindeer Auto Relocation May 2014 - September 2014
Charles Schwab September 2013 - May 2014
Safeco Insurance Companies September 2000 - September 2013
Arrow Electronics August 1996 - September 2000
Skills
Troubleshooting, Liability, Claim, Customer Satisfaction, Property & Casualty..., Casualty, Training, Leadership
Education
Ball State University 1978 — 1980
Associate, Secretarial Science
National Louis University
Bachelors, Applied Behavior Science
University of San Diego
Certificate, Paralegal
Samuel Tenenbaum's Charles Schwab Experience July 2006 - May 2007
Job Assistant Vice President at Credit Suisse Private Banking USA / MBA Candidate at the University of Connecticut
Industry Financial Services
Experience
Credit Suisse June 2007 - Present
Charles Schwab July 2006 - May 2007
Coldwell Banker Commercial Commodity Properties April 2005 - October 2005
Skills
Portfolio Management, Equities, Asset Allocation, Series 7, Wealth Management, Alternative Investments, Management, Marketing, Trading, options, Fixed Income, Hedge Funds, Bloomberg Terminal, Capital Markets, Mutual Funds, Options, Financial Modeling, Investments
Education
The University of Connecticut School of Business 2011 — 2015
MBA, MBA Candidate
Babson College 2002 — 2006
BS, Business Administration
Horace Mann School 1998 — 2002
Credit Suisse June 2007 - Present
Charles Schwab July 2006 - May 2007
Coldwell Banker Commercial Commodity Properties April 2005 - October 2005
Skills
Portfolio Management, Equities, Asset Allocation, Series 7, Wealth Management, Alternative Investments, Management, Marketing, Trading, options, Fixed Income, Hedge Funds, Bloomberg Terminal, Capital Markets, Mutual Funds, Options, Financial Modeling, Investments
Education
The University of Connecticut School of Business 2011 — 2015
MBA, MBA Candidate
Babson College 2002 — 2006
BS, Business Administration
Horace Mann School 1998 — 2002
Sheila A. Ryan's Charles Schwab Experience July 2011 - November 2013
Job VP, Business Planning at Loring Ward
Industry Financial Services
Experience
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Loring Ward May 2014 - Present
Abt Associates December 2013 - May 2014
Charles Schwab July 2011 - November 2013
Abt Associates July 2010 - July 2011
Bay State College January 2009 - May 2011
DMB Financial June 2009 - June 2010
The Colony Group August 2008 - April 2009
The Colony Group June 2007 - August 2008
Bear Stearns January 2007 - June 2007
Bear Stearns July 2005 - December 2006
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Equities, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Asset Managment, Fixed Income, Investment Strategies, Securities, Teaching, Technology, Operations Management, IT Operations, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA, Finance and Accounting
Babson College 1997 — 2000
BS, Finance
Todd Paddock's Charles Schwab Experience 1999 - 2000
Job President at Sign Code Inc.
Industry Research
Experience
Sign Code Inc. 2006 - Present
OneAmerica Financial Partners Inc. 2000 - 2006
Charles Schwab 1999 - 2000
American Funds 1996 - 1999
Delta Faucet Company 1989 - 1995
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Teaching, Lifesciences, Public Speaking, Product Development, Analysis, Data Analysis, Business Strategy, Entrepreneurship, Market Research, Contract Negotiation, Account Management, Team Building, Customer Service, Budgets, Sales Management, Project Planning, Negotiation, New Business Development
Education
Ball State University 1990 — 1995
Bachelor of Arts (B.A.), Marketing, Spanish
Carmel High School
Sign Code Inc. 2006 - Present
OneAmerica Financial Partners Inc. 2000 - 2006
Charles Schwab 1999 - 2000
American Funds 1996 - 1999
Delta Faucet Company 1989 - 1995
Skills
Strategic Planning, Project Management, Microsoft Office, Research, Teaching, Lifesciences, Public Speaking, Product Development, Analysis, Data Analysis, Business Strategy, Entrepreneurship, Market Research, Contract Negotiation, Account Management, Team Building, Customer Service, Budgets, Sales Management, Project Planning, Negotiation, New Business Development
Education
Ball State University 1990 — 1995
Bachelor of Arts (B.A.), Marketing, Spanish
Carmel High School
Cara Farley's Charles Schwab Experience January 2013 - Present
Job Technical 401(k) Integration and Process Improvement Consultant
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
ACDixx LLC March 2013 - August 2015
Charles Schwab November 2010 - December 2012
Charles Schwab July 2007 - October 2010
Charles Schwab October 2007 - March 2010
Charles Schwab June 2004 - June 2007
Skills
Analytical Thinker, Process Improvement, Leadership, Attention to Detail, Situational Awareness, 401k, Payroll, 401(k) Integration..., Microsoft Office, Management, Financial Services, Financial Analysis, Retirement, Public Speaking, Analysis, Strategic Planning, Strategy
Education
Baldwin Wallace University 2000 — 2004
Bachelor’s Degree, Business Administration and Management, Finance & Economics, BS
Charles Schwab January 2013 - Present
ACDixx LLC March 2013 - August 2015
Charles Schwab November 2010 - December 2012
Charles Schwab July 2007 - October 2010
Charles Schwab October 2007 - March 2010
Charles Schwab June 2004 - June 2007
Skills
Analytical Thinker, Process Improvement, Leadership, Attention to Detail, Situational Awareness, 401k, Payroll, 401(k) Integration..., Microsoft Office, Management, Financial Services, Financial Analysis, Retirement, Public Speaking, Analysis, Strategic Planning, Strategy
Education
Baldwin Wallace University 2000 — 2004
Bachelor’s Degree, Business Administration and Management, Finance & Economics, BS
A.T. Kohout, CFP's Charles Schwab Experience April 1995 - March 2003
Job Principal/Owner at Galecki Financial Management
Industry Financial Services
Experience
Galecki Financial Management March 2003 - Present
Charles Schwab April 1995 - March 2003
Skills
Estate Planning, Microsoft Office, Asset Management, Strategic Planning, Marketing Strategy, Asset Managment, Wealth Management, Investments, Insurance, Retirement Planning, Portfolio Management, Retirement, Investment Advisory
Education
Butler University 1998 — 2000
Master's degree, Finance and Financial Management Services
Ball State University 1989 — 1993
BS, Finance and Financial Management Services
Leadership fort wayne
Scecina Memorial
Galecki Financial Management March 2003 - Present
Charles Schwab April 1995 - March 2003
Skills
Estate Planning, Microsoft Office, Asset Management, Strategic Planning, Marketing Strategy, Asset Managment, Wealth Management, Investments, Insurance, Retirement Planning, Portfolio Management, Retirement, Investment Advisory
Education
Butler University 1998 — 2000
Master's degree, Finance and Financial Management Services
Ball State University 1989 — 1993
BS, Finance and Financial Management Services
Leadership fort wayne
Scecina Memorial
Chris Doornik's Charles Schwab Experience September 2014 - Present
Job Senior Product Manager, Home Lending Products at Charles Schwab
Industry Banking
Experience
Charles Schwab September 2014 - Present
First Republic Bank June 2011 - August 2014
Comstock Mortgage May 2009 - June 2011
Indymac Bank June 1998 - September 2008
Skills
Secondary Market, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, FHA, Risk Management, Underwriting, Finance, Real Estate, Strategic Planning, Credit Analysis, Management, Portfolio Management, Sales
Education
Azusa Pacific University 1994 — 1998
Bachelor of Science (BS), International Business
Charles Schwab September 2014 - Present
First Republic Bank June 2011 - August 2014
Comstock Mortgage May 2009 - June 2011
Indymac Bank June 1998 - September 2008
Skills
Secondary Market, Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Refinance, Residential Mortgages, FHA, Risk Management, Underwriting, Finance, Real Estate, Strategic Planning, Credit Analysis, Management, Portfolio Management, Sales
Education
Azusa Pacific University 1994 — 1998
Bachelor of Science (BS), International Business
Mike Redelman's Charles Schwab Experience March 2014 - Present
Job Vice President Branch Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab August 2006 - March 2014
State of Indiana 2005 - 2006
George Washington Academy and Chiao Tai High School June 2003 - June 2005
Education
Ball State University 1995 — 2000
Bachelor of Arts (B.A.), Corporate Media
Charles Schwab March 2014 - Present
Charles Schwab August 2006 - March 2014
State of Indiana 2005 - 2006
George Washington Academy and Chiao Tai High School June 2003 - June 2005
Education
Ball State University 1995 — 2000
Bachelor of Arts (B.A.), Corporate Media
Travis Belt's Charles Schwab Experience August 2006 - May 2008
Job Financial Analyst at The Townsend Corporation in Muncie, IN.
Industry Information Technology and Services
Experience
The Townsend Corporation July 2014 - Present
Defender Direct August 2009 - July 2014
Carter Logistics LLC May 2008 - August 2009
Charles Schwab August 2006 - May 2008
First Merchants Corporation December 2005 - July 2006
Skills
SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SSAS 2005 Cube Designer, SSAS 2008R2 Cube..., SSIS 2005 Package..., SSIS 2008R2 Package..., Business Objects, Business Intelligence, Business Analysis, Dashboard, Microsoft Excel, Microsoft Office, Microsoft SQL Server, SSIS, SSRS, T-SQL, Sales Operations, Analysis, Web Intelligence, Financial Analysis, SQL, Financial Reporting
Education
Ball State University - College of Business 2000 — 2005
Bachelor, Corporate Financial Management
The Townsend Corporation July 2014 - Present
Defender Direct August 2009 - July 2014
Carter Logistics LLC May 2008 - August 2009
Charles Schwab August 2006 - May 2008
First Merchants Corporation December 2005 - July 2006
Skills
SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SAP BusinessObjects..., SSAS 2005 Cube Designer, SSAS 2008R2 Cube..., SSIS 2005 Package..., SSIS 2008R2 Package..., Business Objects, Business Intelligence, Business Analysis, Dashboard, Microsoft Excel, Microsoft Office, Microsoft SQL Server, SSIS, SSRS, T-SQL, Sales Operations, Analysis, Web Intelligence, Financial Analysis, SQL, Financial Reporting
Education
Ball State University - College of Business 2000 — 2005
Bachelor, Corporate Financial Management
Samantha Mosner's Charles Schwab Experience December 1999 - March 2009
Job Adminstrative/Clerical Support at Evolv, Inc.
Industry Financial Services
Experience
Evolv, Inc. March 2011 - January 2014
Charles Schwab December 1999 - March 2009
Skills
Strategic Financial..., Investments, Retirement Planning
Education
Baldwin-Wallace College
Great Neck South Senior High School
Evolv, Inc. March 2011 - January 2014
Charles Schwab December 1999 - March 2009
Skills
Strategic Financial..., Investments, Retirement Planning
Education
Baldwin-Wallace College
Great Neck South Senior High School
Keith McMonigle's Charles Schwab Experience April 2014 - Present
Job Senior Principal IT Project Management at Charles Schwab
Industry Management Consulting
Experience
Charles Schwab April 2014 - Present
Dell 2011 - March 2014
iSphere - Callisto Consulting February 2009 - January 2011
Accenture May 2007 - January 2009
Callisto Consulting May 2006 - October 2006
Verizon October 2004 - May 2006
Insource Partners October 2001 - October 2004
Avaya August 2000 - September 2001
EDS June 1989 - September 1999
Skills
SDLC, Change Management, Business Analysis, PMP, Business Process..., ITIL, PMO, Program Management, Project Management, Project Portfolio..., IT Strategy, Risk Management, Management Consulting, Strategy, Business Transformation, CMMI, Product Lifecycle..., ITIL ITSM Masters IT..., ITIL Foundation..., PLM, Problem Management, Service Level Management, Agile Methodologies, Scrum, RUP Methodologies, Microsoft Solutions..., Vendor Management, Customer Service..., Contract Negotiation, Contract Management, IT Compliance, Mergers & Acquisitions, Organizational..., Relationship Management
Education
Ball State University 1986 — 1988
Master's degree, Information and Communication Sciences
Ball State University 1982 — 1986
Bachelor of Science (B.S.), Telecommunications
Charles Schwab April 2014 - Present
Dell 2011 - March 2014
iSphere - Callisto Consulting February 2009 - January 2011
Accenture May 2007 - January 2009
Callisto Consulting May 2006 - October 2006
Verizon October 2004 - May 2006
Insource Partners October 2001 - October 2004
Avaya August 2000 - September 2001
EDS June 1989 - September 1999
Skills
SDLC, Change Management, Business Analysis, PMP, Business Process..., ITIL, PMO, Program Management, Project Management, Project Portfolio..., IT Strategy, Risk Management, Management Consulting, Strategy, Business Transformation, CMMI, Product Lifecycle..., ITIL ITSM Masters IT..., ITIL Foundation..., PLM, Problem Management, Service Level Management, Agile Methodologies, Scrum, RUP Methodologies, Microsoft Solutions..., Vendor Management, Customer Service..., Contract Negotiation, Contract Management, IT Compliance, Mergers & Acquisitions, Organizational..., Relationship Management
Education
Ball State University 1986 — 1988
Master's degree, Information and Communication Sciences
Ball State University 1982 — 1986
Bachelor of Science (B.S.), Telecommunications
Gabe Selby's Charles Schwab Experience August 2011 - August 2012
Job RM Associate LatAm at Citi
Industry Financial Services
Experience
Citigroup Global Markets April 2014 - Present
Huntington National Bank August 2012 - April 2014
Charles Schwab August 2011 - August 2012
Ball State University October 2009 - May 2010
Sallie Mae October 2008 - October 2009
Citizens Exchange Bank June 2006 - August 2007
Skills
Series 7, Series 63, Bloomberg Terminal, Financial Analysis, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Credit Analysis, Commercial Lending, Asset Allocation, Commercial Banking, Loans
Education
Ball State University 2007 — 2011
Bachelor of Arts, Finance, Spanish
CFA Institute
CFA Level III Candidate
Citigroup Global Markets April 2014 - Present
Huntington National Bank August 2012 - April 2014
Charles Schwab August 2011 - August 2012
Ball State University October 2009 - May 2010
Sallie Mae October 2008 - October 2009
Citizens Exchange Bank June 2006 - August 2007
Skills
Series 7, Series 63, Bloomberg Terminal, Financial Analysis, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Credit Analysis, Commercial Lending, Asset Allocation, Commercial Banking, Loans
Education
Ball State University 2007 — 2011
Bachelor of Arts, Finance, Spanish
CFA Institute
CFA Level III Candidate
Eric Roseberry's Charles Schwab Experience June 2000 - January 2005
Job Technical Service Representative
Industry Consumer Services
Experience
Kohler Co. August 2010 - Present
Convergys September 2007 - April 2010
Sears, Roebuck and Co. April 2006 - September 2007
City of Wichita Kansas September 2005 - February 2006
University of Phoenix July 2005 - September 2005
Charles Schwab June 2000 - January 2005
Skills
Process Improvement, Call Centers, Customer Service, Customer Satisfaction, Team Building, Account Management, Sales, Performance Management, Cross-functional Team..., Management, Team Leadership, Operations Management, Team Management, Photography, Portrait Photography, Photojournalism
Education
Baker University 1998 — 1999
MBA, Business
Kohler Co. August 2010 - Present
Convergys September 2007 - April 2010
Sears, Roebuck and Co. April 2006 - September 2007
City of Wichita Kansas September 2005 - February 2006
University of Phoenix July 2005 - September 2005
Charles Schwab June 2000 - January 2005
Skills
Process Improvement, Call Centers, Customer Service, Customer Satisfaction, Team Building, Account Management, Sales, Performance Management, Cross-functional Team..., Management, Team Leadership, Operations Management, Team Management, Photography, Portrait Photography, Photojournalism
Education
Baker University 1998 — 1999
MBA, Business
Soni Mullen's Charles Schwab Experience 2000 - 2001
Job Corporate Trust at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2012 - Present
The National Bank of Indianapolis June 2010 - August 2012
Morgan Keegan 2004 - 2007
Charles Schwab 2000 - 2001
Education
Ball State University 1984 — 1988
Bachelors, Pre-Law/Political Science
Regions Bank August 2012 - Present
The National Bank of Indianapolis June 2010 - August 2012
Morgan Keegan 2004 - 2007
Charles Schwab 2000 - 2001
Education
Ball State University 1984 — 1988
Bachelors, Pre-Law/Political Science
Ina Kliger's Charles Schwab Experience April 2012 - Present
Job Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
Cognilytics, Inc. January 2010 - January 2011
KnowledgePoints Learning Center June 2005 - June 2009
Primary Payments Systems, Inc. (Early Warning, LLC) October 2001 - May 2005
Independent Consultant October 1999 - July 2000
Retail Growth ATM Systems, LLC January 1997 - July 1999
BankBoston, NA (Bank of America) January 1990 - January 1997
BayBank Systems, Inc. (Bank of America) January 1988 - January 1990
Northeast Savings, FA November 1986 - December 1987
Bank of Boston Connecticut (Bank of America) September 1982 - November 1986
Skills
Strategy, Product Management, Marketing Strategy, CRM, Analytics, Management, Start-ups, Product Development, Marketing, Leadership, Risk Management, Banking, Segmentation
Education
Babson College 1979 — 1981
MBA, Marketing
Penn State University 1975 — 1979
BA, Advertising
Charles Schwab April 2012 - Present
Cognilytics, Inc. January 2010 - January 2011
KnowledgePoints Learning Center June 2005 - June 2009
Primary Payments Systems, Inc. (Early Warning, LLC) October 2001 - May 2005
Independent Consultant October 1999 - July 2000
Retail Growth ATM Systems, LLC January 1997 - July 1999
BankBoston, NA (Bank of America) January 1990 - January 1997
BayBank Systems, Inc. (Bank of America) January 1988 - January 1990
Northeast Savings, FA November 1986 - December 1987
Bank of Boston Connecticut (Bank of America) September 1982 - November 1986
Skills
Strategy, Product Management, Marketing Strategy, CRM, Analytics, Management, Start-ups, Product Development, Marketing, Leadership, Risk Management, Banking, Segmentation
Education
Babson College 1979 — 1981
MBA, Marketing
Penn State University 1975 — 1979
BA, Advertising
Daphne DeVetsco's Charles Schwab Experience March 2015 - Present
Job Business Analyst at Asurint
Industry Information Technology and Services
Experience
Charles Schwab March 2015 - Present
Asurint February 2014 - February 2015
KeyBank November 2012 - December 2013
Contract consultant September 2010 - October 2012
Key Bank March 2006 - September 2010
National City Bank June 2001 - March 2006
National City Bank January 1998 - May 2001
Skills
Agile Methodologies, Business Analysis, Cloud Computing, Process Improvement, Business Requirements, Access, Testing, ERP, Management, Analysis, Project Management, Integration, SharePoint
Education
Baldwin-Wallace College 1979 — 1983
BBA, Quantitative Analysis
Case Western Reserve University
Operations Research
Charles Schwab March 2015 - Present
Asurint February 2014 - February 2015
KeyBank November 2012 - December 2013
Contract consultant September 2010 - October 2012
Key Bank March 2006 - September 2010
National City Bank June 2001 - March 2006
National City Bank January 1998 - May 2001
Skills
Agile Methodologies, Business Analysis, Cloud Computing, Process Improvement, Business Requirements, Access, Testing, ERP, Management, Analysis, Project Management, Integration, SharePoint
Education
Baldwin-Wallace College 1979 — 1983
BBA, Quantitative Analysis
Case Western Reserve University
Operations Research
Keith Grindstaff's Charles Schwab Experience March 2015 - Present
Job Director and Corporate Counsel at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Great-West Financial August 2006 - March 2015
Qwest January 2002 - August 2006
Blue Sky Outfitters, Inc. January 2003 - December 2004
Sherman & Howard 2000 - 2001
Henderson, Daily, Withrow & DeVoe 1997 - 2000
Indiana Securities Division 1994 - 1997
Skills
Corporate Law, Corporate Governance, Securities, Mergers, Securities Regulation, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Private Equity, Litigation, Arbitration, Management, Licensing, Investments
Education
Indiana University Maurer School of Law 1991 — 1994
J.D.
Ball State University 1987 — 1991
B.S. (with honors)
Charles Schwab March 2015 - Present
Great-West Financial August 2006 - March 2015
Qwest January 2002 - August 2006
Blue Sky Outfitters, Inc. January 2003 - December 2004
Sherman & Howard 2000 - 2001
Henderson, Daily, Withrow & DeVoe 1997 - 2000
Indiana Securities Division 1994 - 1997
Skills
Corporate Law, Corporate Governance, Securities, Mergers, Securities Regulation, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Private Equity, Litigation, Arbitration, Management, Licensing, Investments
Education
Indiana University Maurer School of Law 1991 — 1994
J.D.
Ball State University 1987 — 1991
B.S. (with honors)
Melissa DeNitto's Charles Schwab Experience August 2010 - April 2014
Job Senior Product Manager Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - April 2014
Charles Schwab August 2007 - March 2011
Charles Schwab & Co., Inc. December 2005 - August 2007
Charles Schwab April 2003 - December 2005
Parma City School District January 2000 - August 2002
Education
Baldwin Wallace University
Master of Arts, Education; Reading Specialization
Bowling Green State University
Communication Disorders Major
Cleveland State University
Bachelor of Science, Education
Charles Schwab August 2010 - April 2014
Charles Schwab August 2007 - March 2011
Charles Schwab & Co., Inc. December 2005 - August 2007
Charles Schwab April 2003 - December 2005
Parma City School District January 2000 - August 2002
Education
Baldwin Wallace University
Master of Arts, Education; Reading Specialization
Bowling Green State University
Communication Disorders Major
Cleveland State University
Bachelor of Science, Education
Aaron Spradlin's Charles Schwab Experience 1999 - 2006
Job Chief Information Officer at United Planners Financial Services
Industry
Experience
United Planners Financial Services June 2015 - Present
cleverDome Solutions November 2013 - Present
United Planners Financial Services August 2007 - June 2015
Charles Schwab 1999 - 2006
Skills
Product Innovation, Technology Integration, Product Management, SaaS, New Business Development, Financial Services, Innovation Development, Portfolio Management, Investments, Strategy, Asset Management, Strategic Financial..., Equities, Technology, Risk Management, Wealth Management, Asset Managment, Integration
Education
Golden Gate University 1993 — 1995
Bachelor of Science (B.S.), Business Management
Azusa Pacific University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
United Planners Financial Services June 2015 - Present
cleverDome Solutions November 2013 - Present
United Planners Financial Services August 2007 - June 2015
Charles Schwab 1999 - 2006
Skills
Product Innovation, Technology Integration, Product Management, SaaS, New Business Development, Financial Services, Innovation Development, Portfolio Management, Investments, Strategy, Asset Management, Strategic Financial..., Equities, Technology, Risk Management, Wealth Management, Asset Managment, Integration
Education
Golden Gate University 1993 — 1995
Bachelor of Science (B.S.), Business Management
Azusa Pacific University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kathleen Crone's Charles Schwab Experience 2006 - 2011
Job Registered Sales Assistant at Financial Partners Group/New England Financial
Industry Financial Services
Experience
Financial Partners Group/New England Financial 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 1997 - 2006
Education
Ball State University
Bachelor of Science (BS), Marketing
Financial Partners Group/New England Financial 2011 - Present
Charles Schwab 2006 - 2011
Charles Schwab 1997 - 2006
Education
Ball State University
Bachelor of Science (BS), Marketing
Joseph Patrick III's Charles Schwab Experience June 2008 - April 2010
Job Business Manager of Revenue Cycle Operations at Parkview Health
Industry Hospital & Health Care
Experience
Parkview Health June 2013 - Present
St. Vincent’s Health System June 2012 - June 2013
American Red Cross June 2011 - October 2011
Charles Schwab June 2008 - April 2010
CHARLES SCHWAB & CO June 2008 - April 2010
Skills
Series 7, Mutual Funds, Financial Analysis, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Options, Financial Modeling, Investment Management, Equities, Financial Advisory, Capital Markets, Fixed Income, Bonds, Equity Trading, Leadership, Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Healthcare Opperations
University of Illinois
MBA, Healthcare Operations
Ball State University 2004 — 2008
Bachelor's degree, Corporate Finance, 3.34
Ball State University
Bachelor of Science, Finance
Parkview Health June 2013 - Present
St. Vincent’s Health System June 2012 - June 2013
American Red Cross June 2011 - October 2011
Charles Schwab June 2008 - April 2010
CHARLES SCHWAB & CO June 2008 - April 2010
Skills
Series 7, Mutual Funds, Financial Analysis, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Investment Strategies, Strategic Financial..., Portfolio Management, Options, Financial Modeling, Investment Management, Equities, Financial Advisory, Capital Markets, Fixed Income, Bonds, Equity Trading, Leadership, Finance, Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2012
MBA, Healthcare Opperations
University of Illinois
MBA, Healthcare Operations
Ball State University 2004 — 2008
Bachelor's degree, Corporate Finance, 3.34
Ball State University
Bachelor of Science, Finance
Dan Barylak, AAMS's Charles Schwab Experience August 2012 - Present
Job Sr. Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2012 - Present
Charles Schwab June 2009 - August 2012
Paychex 2011 - 2011
Skills
Series 7, Series 66
Education
Baldwin Wallace University 2003 — 2007
Bachelor's, Finance
Charles Schwab August 2012 - Present
Charles Schwab June 2009 - August 2012
Paychex 2011 - 2011
Skills
Series 7, Series 66
Education
Baldwin Wallace University 2003 — 2007
Bachelor's, Finance
Tom Staley CFP®'s Charles Schwab Experience June 2009 - July 2011
Job JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC February 2015 - Present
Schwab Private Client Investment Advisory Inc. July 2011 - February 2015
Charles Schwab June 2009 - July 2011
Charles Schwab June 2008 - March 2009
Charles Schwab May 2006 - June 2008
Ball State University Foundation January 2005 - May 2006
Education
Ball State University 2012 — 2014
Master of Business Administration (MBA)
Ball State University 2002 — 2006
Bachelor of Science, Finance
Perry Meridian High School 1999 — 2002
JP Morgan Securities LLC February 2015 - Present
Schwab Private Client Investment Advisory Inc. July 2011 - February 2015
Charles Schwab June 2009 - July 2011
Charles Schwab June 2008 - March 2009
Charles Schwab May 2006 - June 2008
Ball State University Foundation January 2005 - May 2006
Education
Ball State University 2012 — 2014
Master of Business Administration (MBA)
Ball State University 2002 — 2006
Bachelor of Science, Finance
Perry Meridian High School 1999 — 2002
Allison Gruesbeck, MBA's Charles Schwab Experience January 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
White River Athletic November 2001 - Present
Sysco Indianapolis May 1996 - September 2013
Skills
Marketing, Sales, Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Research, PowerPoint, Event Management
Education
Western Governors University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Ball State University 2008 — 2012
BS, Sociology
Charles Schwab January 2014 - Present
White River Athletic November 2001 - Present
Sysco Indianapolis May 1996 - September 2013
Skills
Marketing, Sales, Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Research, PowerPoint, Event Management
Education
Western Governors University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Ball State University 2008 — 2012
BS, Sociology
Dean Gourley's Charles Schwab Experience April 1998 - April 2003
Job Cross Trained in Business and Finance
Industry Retail
Experience
Square Mug Coffee LLC January 2009 - Present
Spectrum Seed Solutions January 2011 - July 2012
JPMorgan Chase April 2003 - July 2009
Charles Schwab April 1998 - April 2003
Skills
Great Listener, Observant
Education
Ball State University 1992 — 1995
Bachelor of Science (B.S.), Health Science
Square Mug Coffee LLC January 2009 - Present
Spectrum Seed Solutions January 2011 - July 2012
JPMorgan Chase April 2003 - July 2009
Charles Schwab April 1998 - April 2003
Skills
Great Listener, Observant
Education
Ball State University 1992 — 1995
Bachelor of Science (B.S.), Health Science
Brian Fishback's Charles Schwab Experience April 2006 - December 2006
Job Customer Service at USA Funds
Industry Staffing and Recruiting
Experience
USA Funds March 2015 - Present
OfficeTeam December 2012 - Present
CNO Financial Group February 2008 - August 2012
Sallie Mae February 2007 - February 2008
Charles Schwab April 2006 - December 2006
Anthem December 2002 - April 2006
United Airlines January 1999 - January 2003
Skills
Customer Service, Sales
Education
Ball State University 1995 — 1998
Bachelor of Science (B.S.), Legal Assistant/Paralegal
Indiana State University 1993 — 1995
USA Funds March 2015 - Present
OfficeTeam December 2012 - Present
CNO Financial Group February 2008 - August 2012
Sallie Mae February 2007 - February 2008
Charles Schwab April 2006 - December 2006
Anthem December 2002 - April 2006
United Airlines January 1999 - January 2003
Skills
Customer Service, Sales
Education
Ball State University 1995 — 1998
Bachelor of Science (B.S.), Legal Assistant/Paralegal
Indiana State University 1993 — 1995
Dan LeDonne's Charles Schwab Experience April 2015 - Present
Job N/a
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
GNC Livewell August 2011 - May 2015
Skills
Customer Service, Retail, Retail Sales, Visual Merchandising
Education
Ball State University
Charles Schwab April 2015 - Present
GNC Livewell August 2011 - May 2015
Skills
Customer Service, Retail, Retail Sales, Visual Merchandising
Education
Ball State University
jean slopsema's Charles Schwab Experience 1997 - 2009
Job CFO at Indiana Business Soltuions
Industry Business Supplies and Equipment
Experience
Indiana Business Soltuions June 2009 - Present
Charles Schwab 1997 - 2009
Education
Ball State University
Indiana Business Soltuions June 2009 - Present
Charles Schwab 1997 - 2009
Education
Ball State University
Jennifer Stump's Charles Schwab Experience August 1997 - Present
Job Senior Workforce Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 1997 - Present
Skills
Business Analysis, Customer Service, Management, Process Improvement, Call Centers, Analysis, Financial Services, Access, Data Analysis
Education
Ivy Tech Community College 1996 — 1997
associate of applied sciences, Computer Information Systems
Ball State University 1990 — 1995
Bachelor of Science (BS), Pre-Dentistry Studies
Charles Schwab August 1997 - Present
Skills
Business Analysis, Customer Service, Management, Process Improvement, Call Centers, Analysis, Financial Services, Access, Data Analysis
Education
Ivy Tech Community College 1996 — 1997
associate of applied sciences, Computer Information Systems
Ball State University 1990 — 1995
Bachelor of Science (BS), Pre-Dentistry Studies
Michael Rager's Charles Schwab Experience
Job Manager Workforce Support & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Management, Business Analysis, Strategy, Risk Management, Financial Analysis, Customer Service, Analysis, Business Strategy
Education
Ball State University
Master of Business Administration (M.B.A.), Finance, General
Purdue University
Bachelor's degree, Turf and Turfgrass Management
Charles Schwab
Skills
Management, Business Analysis, Strategy, Risk Management, Financial Analysis, Customer Service, Analysis, Business Strategy
Education
Ball State University
Master of Business Administration (M.B.A.), Finance, General
Purdue University
Bachelor's degree, Turf and Turfgrass Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank