Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Cory Woodland Cory Woodland's Charles Schwab Experience April 2000 - February 2003
Job Mortgage Loan Originator with Vertical Lending
Industry Financial Services
Experience
Vertical Lending Services, LLC September 2014 - Present
J White & Company 2013 - August 2014
Sorrell Insurance Group 2010 - August 2014
Glenridge HealthCare Solutions June 2009 - August 2010
CJW Recruiting November 2003 - September 2009
Charles Schwab April 2000 - February 2003
Skills
Sales, Insurance, Leadership, Underwriting, Executive Search, Healthcare, Recruiting, Financial Services, Professional Liability, Financial Risk, Finance, Fixed Annuities, Mortgage Lending, Life Insurance, Belly Dance, Real Estate Transactions, Employee Benefits, Hula Hoop, Budgeting, Retirement Planning, Loan Origination, Investment Properties
Education
Bemidji State University
Bachelor of Business Administration (B.B.A.), Finance, General
Vertical Lending Services, LLC September 2014 - Present
J White & Company 2013 - August 2014
Sorrell Insurance Group 2010 - August 2014
Glenridge HealthCare Solutions June 2009 - August 2010
CJW Recruiting November 2003 - September 2009
Charles Schwab April 2000 - February 2003
Skills
Sales, Insurance, Leadership, Underwriting, Executive Search, Healthcare, Recruiting, Financial Services, Professional Liability, Financial Risk, Finance, Fixed Annuities, Mortgage Lending, Life Insurance, Belly Dance, Real Estate Transactions, Employee Benefits, Hula Hoop, Budgeting, Retirement Planning, Loan Origination, Investment Properties
Education
Bemidji State University
Bachelor of Business Administration (B.B.A.), Finance, General
Harold Goodwin Harold Goodwin's Charles Schwab Experience June 1998 - October 1998
Job Principal Technology Architect @ Walt Disney Parks & Resorts
Industry Entertainment
Experience
Walt Disney Parks & Resorts August 2012 - Present
Walt Disney Parks & Resorts June 2009 - August 2012
Walt Disney Parks & Resorts February 2008 - June 2009
IBM July 2003 - February 2008
IBM Global Services June 1999 - July 2003
AT&T October 1998 - May 1999
Charles Schwab June 1998 - October 1998
Citrix September 1997 - June 1998
UPS November 1994 - September 1997
Skills
Virtualization, Enterprise Architecture, Disaster Recovery, VMware, ITIL, Data Center, High Availability, Solution Architecture, Microsoft Technologies, IT Operations, Red Hat Linux, Cloud Computing, IT Strategy, Server Architecture, ITIL v3 Foundations..., Storage Area Networks, TOGAF, Servers, IT Service Management, ITIL Service Strategy, Storage Solutions, Active Directory, Vendor Relationships, Integrity, ITIL Service Design, ITIL Service Transition, ITIL Service Operations, TOGAF 9 Certified
Education
Florida Institute of Technology 2012 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Barry University 1999 — 2001
Bachelor of Science (B.S.), Information Technology
Walt Disney Parks & Resorts August 2012 - Present
Walt Disney Parks & Resorts June 2009 - August 2012
Walt Disney Parks & Resorts February 2008 - June 2009
IBM July 2003 - February 2008
IBM Global Services June 1999 - July 2003
AT&T October 1998 - May 1999
Charles Schwab June 1998 - October 1998
Citrix September 1997 - June 1998
UPS November 1994 - September 1997
Skills
Virtualization, Enterprise Architecture, Disaster Recovery, VMware, ITIL, Data Center, High Availability, Solution Architecture, Microsoft Technologies, IT Operations, Red Hat Linux, Cloud Computing, IT Strategy, Server Architecture, ITIL v3 Foundations..., Storage Area Networks, TOGAF, Servers, IT Service Management, ITIL Service Strategy, Storage Solutions, Active Directory, Vendor Relationships, Integrity, ITIL Service Design, ITIL Service Transition, ITIL Service Operations, TOGAF 9 Certified
Education
Florida Institute of Technology 2012 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Barry University 1999 — 2001
Bachelor of Science (B.S.), Information Technology
Krishna Adavi Krishna Adavi's Charles Schwab Experience January 2007 - August 2007
Job Senior Engineer at The Confidentiality Group, LLC/Goldman Sachs
Industry Information Technology and Services
Experience
The Confidentiality Group, LLC August 2007 - Present
Goldman Sachs August 2007 - Present
Charles Schwab January 2007 - August 2007
Accenture July 2006 - July 2007
Random Walk Computing June 2005 - July 2006
CME Group December 2005 - April 2006
ICAP June 2005 - December 2005
Baylor Dept of Engineering August 2002 - August 2004
Skills
Agile Methodologies, Java, Spring, Java Enterprise Edition, SQL, Enterprise Software, Software Development, Software Project..., Ruby on Rails, MongoDB, Product Design, Web Services, Apache CSF, FpML, JSON, Hibernate, SOA, Tomcat, XML
Education
Baylor University
Masters
Osmania University
Bachelors
The Confidentiality Group, LLC August 2007 - Present
Goldman Sachs August 2007 - Present
Charles Schwab January 2007 - August 2007
Accenture July 2006 - July 2007
Random Walk Computing June 2005 - July 2006
CME Group December 2005 - April 2006
ICAP June 2005 - December 2005
Baylor Dept of Engineering August 2002 - August 2004
Skills
Agile Methodologies, Java, Spring, Java Enterprise Edition, SQL, Enterprise Software, Software Development, Software Project..., Ruby on Rails, MongoDB, Product Design, Web Services, Apache CSF, FpML, JSON, Hibernate, SOA, Tomcat, XML
Education
Baylor University
Masters
Osmania University
Bachelors
Avinash Amdekar Avinash Amdekar's Charles Schwab Experience January 2008 - December 2008
Job Senior Software Engineer at Hewlett Packard
Industry Information Technology and Services
Experience
Hewlett-Packard October 2013 - Present
Pacecon Technosys Pvt. Ltd. April 2012 - September 2013
American Institutes for Research September 2011 - February 2012
Constellation Energy November 2009 - August 2011
Charles Schwab January 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Bentley University August 2005 - December 2006
AGS Sundyne Technologies Ltd August 2003 - June 2004
Skills
Financial Services, Financial Technology, Software Engineering, Enterprise Software, C#, .NET, VB.NET, WCF, XML, JavaScript, AJAX, ASP.NET MVC, Financial Modeling, Equity Derivatives, Financial Analysis, Oracle
Education
Bentley University 2005 — 2007
Master of Science, Finance
University of Mumbai 2003 — 2005
M.Com., Accountancy, Economics
University of Pune 2002 — 2003
CDAC, Advanced Computing, Programming
University of Mumbai 1999 — 2002
B.Com., Accountancy, Economics
Balmohan Vidyamandir 1986 — 1997
Hewlett-Packard October 2013 - Present
Pacecon Technosys Pvt. Ltd. April 2012 - September 2013
American Institutes for Research September 2011 - February 2012
Constellation Energy November 2009 - August 2011
Charles Schwab January 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Bentley University August 2005 - December 2006
AGS Sundyne Technologies Ltd August 2003 - June 2004
Skills
Financial Services, Financial Technology, Software Engineering, Enterprise Software, C#, .NET, VB.NET, WCF, XML, JavaScript, AJAX, ASP.NET MVC, Financial Modeling, Equity Derivatives, Financial Analysis, Oracle
Education
Bentley University 2005 — 2007
Master of Science, Finance
University of Mumbai 2003 — 2005
M.Com., Accountancy, Economics
University of Pune 2002 — 2003
CDAC, Advanced Computing, Programming
University of Mumbai 1999 — 2002
B.Com., Accountancy, Economics
Balmohan Vidyamandir 1986 — 1997
LaTonya Jeffery LaTonya Jeffery's Charles Schwab Experience November 2012 - April 2013
Job Lead Business Architect/Principal Consultant at Advance Business Group, LLC.
Industry Information Technology and Services
Experience
Advance Business Group, LLC. January 2014 - Present
Bank of America July 2013 - December 2014
Agora Group Inc. October 2000 - January 2014
Charles Schwab November 2012 - April 2013
American Express August 2011 - May 2012
BlueCross BlueShield of Tennessee December 2010 - August 2011
Bank of America March 2010 - December 2010
American Express September 2009 - February 2010
OptumRx (formerly Prescription Solutions, Inc.) January 2009 - September 2009
Prudential Financial November 2008 - January 2009
Skills
Requirements Analysis, Pegasystems PRPC, Business Process..., Agile Methodologies, Pega PRPC, Business Process Design, Business Analysis, Requirements Gathering, SDLC, Project Management, SOA
Education
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems, General
Advance Business Group, LLC. January 2014 - Present
Bank of America July 2013 - December 2014
Agora Group Inc. October 2000 - January 2014
Charles Schwab November 2012 - April 2013
American Express August 2011 - May 2012
BlueCross BlueShield of Tennessee December 2010 - August 2011
Bank of America March 2010 - December 2010
American Express September 2009 - February 2010
OptumRx (formerly Prescription Solutions, Inc.) January 2009 - September 2009
Prudential Financial November 2008 - January 2009
Skills
Requirements Analysis, Pegasystems PRPC, Business Process..., Agile Methodologies, Pega PRPC, Business Process Design, Business Analysis, Requirements Gathering, SDLC, Project Management, SOA
Education
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems, General
James Scott Lee's Charles Schwab Experience June 2013 - April 2015
Job Staffing Manager at Accountemps
Industry Staffing and Recruiting
Experience
Accountemps April 2015 - Present
Charles Schwab June 2013 - April 2015
Diastole Wealth Management August 2012 - January 2013
Guida Seibert Company June 2011 - September 2011
T&J Supermarket May 2010 - September 2010
Citizens Bank June 2009 - August 2009
Skills
Investments, Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Finance, Financial Analysis, Management, Outlook, Research, Analysis, Microsoft Word
Education
Bentley University 2008 — 2012
BS, Business Management
Daniel Hand High School, Madison CT 2004 — 2008
Accountemps April 2015 - Present
Charles Schwab June 2013 - April 2015
Diastole Wealth Management August 2012 - January 2013
Guida Seibert Company June 2011 - September 2011
T&J Supermarket May 2010 - September 2010
Citizens Bank June 2009 - August 2009
Skills
Investments, Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Finance, Financial Analysis, Management, Outlook, Research, Analysis, Microsoft Word
Education
Bentley University 2008 — 2012
BS, Business Management
Daniel Hand High School, Madison CT 2004 — 2008
Nathan Laughlin Nathan Laughlin's Charles Schwab Experience November 2010 - November 2011
Job TCU Neeley MBA Candidate 2016 | Baylor Law J.D. 2014 | MercedesBenz Financial Services Vendor Management Analyst
Industry Financial Services
Experience
Mercedes-Benz Financial Services USA LLC February 2015 - Present
Charles Schwab November 2010 - November 2011
Southeast Texas Area Agency on Aging October 2009 - November 2010
Southeast Texas Area Agency on Aging July 2009 - October 2009
Skills
Financial Analysis, Customer Service, Public Speaking, Portfolio Management, Mutual Funds, Microsoft Word, Series 7, Series 63, Microsoft Excel, Microsoft Office, Tutoring, Legal Research, Research, Customer Satisfaction, Analytical Reasoning, Leadership, Teamwork, Management, Vendor Management, Tableau, OS X, Skilled Multi-tasker, Trial Advocacy, Customer Advocacy, Problem Solving, Customer Relations, Enjoy Challenges, Accounting, Finance, PowerPoint, Vendor Audit, Legal Writing, Compliance Management, Gramm-Leach-Bliley, Federal Consumer..., Compliance Analysis, Vendor Contracts, SharePoint
Education
Texas Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management, 3.651
Baylor University 2012 — 2014
Juris Doctor, Law
University of San Diego School of Law
Comparative Law
Northwestern State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, Cum Laude
Mercedes-Benz Financial Services USA LLC February 2015 - Present
Charles Schwab November 2010 - November 2011
Southeast Texas Area Agency on Aging October 2009 - November 2010
Southeast Texas Area Agency on Aging July 2009 - October 2009
Skills
Financial Analysis, Customer Service, Public Speaking, Portfolio Management, Mutual Funds, Microsoft Word, Series 7, Series 63, Microsoft Excel, Microsoft Office, Tutoring, Legal Research, Research, Customer Satisfaction, Analytical Reasoning, Leadership, Teamwork, Management, Vendor Management, Tableau, OS X, Skilled Multi-tasker, Trial Advocacy, Customer Advocacy, Problem Solving, Customer Relations, Enjoy Challenges, Accounting, Finance, PowerPoint, Vendor Audit, Legal Writing, Compliance Management, Gramm-Leach-Bliley, Federal Consumer..., Compliance Analysis, Vendor Contracts, SharePoint
Education
Texas Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Supply Chain Management, 3.651
Baylor University 2012 — 2014
Juris Doctor, Law
University of San Diego School of Law
Comparative Law
Northwestern State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, Cum Laude
Shaunessy Bostic Shaunessy Bostic's Charles Schwab Experience October 2008 - October 2012
Job Analyst at Timmons Advisors LLC
Industry Financial Services
Experience
Timmons Advisors, LLC September 2013 - Present
Invesco US October 2012 - September 2013
Charles Schwab October 2008 - October 2012
Indymac Bank December 2007 - October 2008
Skills
Systems Analysis, Financial Accounting, Data Analysis, Databases, Data Mining, Access, MS Office Suite, Financial Reporting, Tax Preparation, Mortgage Servicing, Functional Analysis, Teamwork, Training Skills, Calculations, Mathematics, Retirement Services, Bankruptcy, Foreclosures, Budgeting, Retirement, Microsoft Office, Analysis, Finance, Mutual Funds, Financial Analysis, Investments, Management, Accounting, Leadership, Auditing, Financial Services, Microsoft Excel
Education
University of Houston - Bauer College of Business 2011 — 2013
Certificate in Accountancy, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
Timmons Advisors, LLC September 2013 - Present
Invesco US October 2012 - September 2013
Charles Schwab October 2008 - October 2012
Indymac Bank December 2007 - October 2008
Skills
Systems Analysis, Financial Accounting, Data Analysis, Databases, Data Mining, Access, MS Office Suite, Financial Reporting, Tax Preparation, Mortgage Servicing, Functional Analysis, Teamwork, Training Skills, Calculations, Mathematics, Retirement Services, Bankruptcy, Foreclosures, Budgeting, Retirement, Microsoft Office, Analysis, Finance, Mutual Funds, Financial Analysis, Investments, Management, Accounting, Leadership, Auditing, Financial Services, Microsoft Excel
Education
University of Houston - Bauer College of Business 2011 — 2013
Certificate in Accountancy, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor's in Business Administration, Finance
Case Fritz Case Fritz's Charles Schwab Experience October 2006 - May 2011
Job Traffic Manager at Allied Seed LLC
Industry Education Management
Experience
Allied Seed LLC June 2015 - Present
Northcentral University February 2015 - May 2015
Deem, Inc. November 2014 - January 2015
Deem, Inc. April 2014 - October 2014
Parchment Inc. May 2011 - April 2014
Charles Schwab October 2006 - May 2011
AT&T 1996 - 2006
Skills
CRM, Sales, Management, Selling, Salesforce.com, Business Analysis, Leadership, Financial Services, Relationship Management, Call Centers, Quality Assurance, Series 7, Series 63, Mutual Funds, Team Leadership, Team Building, Securities, Call Center, Customer Service, Microsoft Office, SaaS, Finance, Public Speaking, Microsoft Excel, Customer Satisfaction, Outlook, Sales Management, Recruiting, Account Management, Lead Generation, Training
Education
Baylor University
Allied Seed LLC June 2015 - Present
Northcentral University February 2015 - May 2015
Deem, Inc. November 2014 - January 2015
Deem, Inc. April 2014 - October 2014
Parchment Inc. May 2011 - April 2014
Charles Schwab October 2006 - May 2011
AT&T 1996 - 2006
Skills
CRM, Sales, Management, Selling, Salesforce.com, Business Analysis, Leadership, Financial Services, Relationship Management, Call Centers, Quality Assurance, Series 7, Series 63, Mutual Funds, Team Leadership, Team Building, Securities, Call Center, Customer Service, Microsoft Office, SaaS, Finance, Public Speaking, Microsoft Excel, Customer Satisfaction, Outlook, Sales Management, Recruiting, Account Management, Lead Generation, Training
Education
Baylor University
Jennifer Canare Jennifer Canare's Charles Schwab Experience September 1996 - December 2001
Job Human Resources Manager at Samsung Techwin
Industry Electrical/Electronic Manufacturing
Experience
Samsung Techwin October 2014 - Present
Johnson Controls March 2005 - October 2014
PNC August 2004 - March 2005
Good Samaritan Hospital March 2003 - March 2004
Charles Schwab September 1996 - December 2001
Skills
Onboarding, HRIS, Human Resources, New Hire Orientations, Employee Relations, Recruiting, Taleo, Personnel Management, Training, Talent Acquisition, Temporary Staffing, College Recruiting, Interviews, Performance Management, Payroll, Employee Training, PeopleSoft, Benefits Administration, FMLA, Succession Planning, Deferred Compensation, Workforce Planning, HR Policies, Employee Engagement, Hiring, Organizational..., Problem Solving, Project Management, Employee Benefits, Leave of Absence..., Exit Interviews, Leadership, Applicant Tracking..., Talent Management, Job Descriptions, Internet Recruiting, Employer Branding, HR Consulting, Sourcing, Technical Recruiting, Employment Law, Background Checks, Benefits Negotiation, Global employee survey..., ADP Payroll, Screening, Management, MS office, MS Publisher, Workday
Education
Bergen Community College 2002 — 2003
Certificate, Culinary Arts/Chef Training
St. Peter's College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Samsung Techwin October 2014 - Present
Johnson Controls March 2005 - October 2014
PNC August 2004 - March 2005
Good Samaritan Hospital March 2003 - March 2004
Charles Schwab September 1996 - December 2001
Skills
Onboarding, HRIS, Human Resources, New Hire Orientations, Employee Relations, Recruiting, Taleo, Personnel Management, Training, Talent Acquisition, Temporary Staffing, College Recruiting, Interviews, Performance Management, Payroll, Employee Training, PeopleSoft, Benefits Administration, FMLA, Succession Planning, Deferred Compensation, Workforce Planning, HR Policies, Employee Engagement, Hiring, Organizational..., Problem Solving, Project Management, Employee Benefits, Leave of Absence..., Exit Interviews, Leadership, Applicant Tracking..., Talent Management, Job Descriptions, Internet Recruiting, Employer Branding, HR Consulting, Sourcing, Technical Recruiting, Employment Law, Background Checks, Benefits Negotiation, Global employee survey..., ADP Payroll, Screening, Management, MS office, MS Publisher, Workday
Education
Bergen Community College 2002 — 2003
Certificate, Culinary Arts/Chef Training
St. Peter's College 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Dana Jennings Dana Jennings's Charles Schwab Experience 2005 - 2006
Job Leader | Contact Center Operations and Technology
Industry Financial Services
Experience
Charles Schwab; Business Analyst September 2011 - Present
Charles Schwab; Sr Command Center Manager March 2006 - September 2011
Charles Schwab 2005 - 2006
Charles Schwab 1999 - 2005
Charles Schwab 1998 - 1999
Skills
Contact Center..., Call Centers, Workforce Management, Business Process, Leadership, Call Center, Analysis, Project Management, Operations Management, Team Leadership, Management, Analytics, Implementation..., Integration, Risk Management, PMP, Project Planning, Team Management, Training, Team Building, Business Analysis, Software Documentation, Troubleshooting, Business Process..., Process Improvement, Vendor Management, Requirements Gathering, Business Strategy, Business Requirements, Project Portfolio..., Financial Services, Cross-functional Team...
Education
Baylor University
Charles Schwab; Business Analyst September 2011 - Present
Charles Schwab; Sr Command Center Manager March 2006 - September 2011
Charles Schwab 2005 - 2006
Charles Schwab 1999 - 2005
Charles Schwab 1998 - 1999
Skills
Contact Center..., Call Centers, Workforce Management, Business Process, Leadership, Call Center, Analysis, Project Management, Operations Management, Team Leadership, Management, Analytics, Implementation..., Integration, Risk Management, PMP, Project Planning, Team Management, Training, Team Building, Business Analysis, Software Documentation, Troubleshooting, Business Process..., Process Improvement, Vendor Management, Requirements Gathering, Business Strategy, Business Requirements, Project Portfolio..., Financial Services, Cross-functional Team...
Education
Baylor University
Jennifer McDonald-McMahon Jennifer McDonald-McMahon's Charles Schwab Experience September 2002 - December 2004
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
April Kwon April Kwon's Charles Schwab Experience February 2013 - December 2013
Job Product Manager at Alchemy Systems
Industry Computer Software
Experience
Alchemy Systems August 2015 - Present
Hyde Park Presbyterian Church November 2002 - Present
NetSpend March 2014 - August 2015
Charles Schwab February 2013 - December 2013
Hoover's, Inc., a D&B company January 2011 - January 2013
Q2ebanking August 2008 - December 2010
Guaranty Bank January 2003 - August 2008
Skills
Product Management, Project Management, Financial Analysis, Relationship Management, Market Research, Business Analysis, Competitive Analysis, Product Development, Executive Management, Access, Positioning, Mobile Payments, Selling Skills, SaaS, Business Development, SDLC, Vendor Management, Management, Business Intelligence, Leadership, Analysis, Integration, Software Documentation, Business Process..., Account Management, CRM, Marketing, Quality Assurance, Analytics, Strategy, Telecommunications, Enterprise Software, E-commerce, Salesforce.com, Sales
Education
St. Edward's University
MBA, Global Business
Baylor University 1997 — 2001
Bachelor of Music, Piano Performance
Alchemy Systems August 2015 - Present
Hyde Park Presbyterian Church November 2002 - Present
NetSpend March 2014 - August 2015
Charles Schwab February 2013 - December 2013
Hoover's, Inc., a D&B company January 2011 - January 2013
Q2ebanking August 2008 - December 2010
Guaranty Bank January 2003 - August 2008
Skills
Product Management, Project Management, Financial Analysis, Relationship Management, Market Research, Business Analysis, Competitive Analysis, Product Development, Executive Management, Access, Positioning, Mobile Payments, Selling Skills, SaaS, Business Development, SDLC, Vendor Management, Management, Business Intelligence, Leadership, Analysis, Integration, Software Documentation, Business Process..., Account Management, CRM, Marketing, Quality Assurance, Analytics, Strategy, Telecommunications, Enterprise Software, E-commerce, Salesforce.com, Sales
Education
St. Edward's University
MBA, Global Business
Baylor University 1997 — 2001
Bachelor of Music, Piano Performance
Brett Bennett Brett Bennett's Charles Schwab Experience June 2015 - Present
Job Managing Director of Separately Managed Accounts Research
Industry Investment Management
Experience
Charles Schwab June 2015 - Present
Envestnet Asset Management October 2012 - June 2015
Envestnet, Inc July 2007 - September 2012
Envestnet, Inc July 2002 - June 2007
Charles Schwab July 1997 - July 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Equities, Fixed Income, Investment Research, Investments, Mutual Funds, Wealth Management, Investment Management, Investment Banking, Portfolio Management, Series 7, Hedge Funds
Education
University of Colorado Denver 2011 — 2014
Master of Business Administration (M.B.A.)
Bentley University 1990 — 1994
B.S., Finance
Charles Schwab June 2015 - Present
Envestnet Asset Management October 2012 - June 2015
Envestnet, Inc July 2007 - September 2012
Envestnet, Inc July 2002 - June 2007
Charles Schwab July 1997 - July 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Equities, Fixed Income, Investment Research, Investments, Mutual Funds, Wealth Management, Investment Management, Investment Banking, Portfolio Management, Series 7, Hedge Funds
Education
University of Colorado Denver 2011 — 2014
Master of Business Administration (M.B.A.)
Bentley University 1990 — 1994
B.S., Finance
Joe Possley Joe Possley's Charles Schwab Experience April 1999 - December 2009
Job Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions January 2010 - Present
Charles Schwab April 1999 - December 2009
Citibank September 1991 - March 1999
Education
Benedictine University 1980 — 1984
BA, Business & Economics
Pershing Advisor Solutions January 2010 - Present
Charles Schwab April 1999 - December 2009
Citibank September 1991 - March 1999
Education
Benedictine University 1980 — 1984
BA, Business & Economics
Joe Leighty, CFP®, CWS®'s Charles Schwab Experience December 1995 - Present
Job VP, Executive Services Financial Consultant
Industry Financial Services
Experience
Charles Schwab December 1995 - Present
Charles Schwab & Co December 1995 - November 2013
Charles Schwab December 1995 - October 2013
Skills
Coaching, Series 7, Equities, Series 63, Analysis, Asset Allocation, Mutual Funds, FINRA, Wealth Management, 401k, Options, Retirement, Securities, Series 24, ETFs, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Investment Management, Investments, Wealth Management..., Asset Management, Strategic Financial..., High Net Worth..., Certified Financial..., Options Strategies, Personal Financial..., Separately Managed..., Equity Trading
Education
Ball State University - College of Business 1990 — 1994
BS Corporate Finance, BS Real Estate Finance, Corporate Finance and Real Estate Finance
Charles Schwab December 1995 - Present
Charles Schwab & Co December 1995 - November 2013
Charles Schwab December 1995 - October 2013
Skills
Coaching, Series 7, Equities, Series 63, Analysis, Asset Allocation, Mutual Funds, FINRA, Wealth Management, 401k, Options, Retirement, Securities, Series 24, ETFs, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Investment Management, Investments, Wealth Management..., Asset Management, Strategic Financial..., High Net Worth..., Certified Financial..., Options Strategies, Personal Financial..., Separately Managed..., Equity Trading
Education
Ball State University - College of Business 1990 — 1994
BS Corporate Finance, BS Real Estate Finance, Corporate Finance and Real Estate Finance
DeAndre West DeAndre West's Charles Schwab Experience January 2015 - Present
Job Future Financial Advisor
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Walgreens September 2012 - Present
Sage Hospitality July 2010 - September 2012
Walmart May 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Barbering, Sales Management
Education
Bethune-Cookman University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maynard Evans High School 2001 — 2005
High School Diploma, Accounting and Business/Management
Charles Schwab January 2015 - Present
Walgreens September 2012 - Present
Sage Hospitality July 2010 - September 2012
Walmart May 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Barbering, Sales Management
Education
Bethune-Cookman University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maynard Evans High School 2001 — 2005
High School Diploma, Accounting and Business/Management
Balasenthilkumar Sadayappan Balasenthilkumar Sadayappan's Charles Schwab Experience January 2013 - July 2013
Job Senior Consultant at Statera, Inc.
Industry Information Technology and Services
Experience
Charles Schwab January 2013 - July 2013
GE Intelligent Platforms March 2012 - December 2012
GE Healthcare August 2011 - February 2012
Arthur J. Gallagher and Co. January 2011 - July 2011
Mahindra Satyam October 2006 - July 2011
Citi January 2010 - January 2011
TechRP June 2005 - October 2006
Innova Solutions March 2004 - June 2005
Skills
CRM, Salesforce.com, Software Development, Data Migration, Solution Architecture, Cloud Computing, SaaS, Data Integration, Force.com, System Requirements, Cast Iron, CTI, CAPM, webMethods
Education
Bharathiar University 1997 — 2000
MCA, Computer Science
Charles Schwab January 2013 - July 2013
GE Intelligent Platforms March 2012 - December 2012
GE Healthcare August 2011 - February 2012
Arthur J. Gallagher and Co. January 2011 - July 2011
Mahindra Satyam October 2006 - July 2011
Citi January 2010 - January 2011
TechRP June 2005 - October 2006
Innova Solutions March 2004 - June 2005
Skills
CRM, Salesforce.com, Software Development, Data Migration, Solution Architecture, Cloud Computing, SaaS, Data Integration, Force.com, System Requirements, Cast Iron, CTI, CAPM, webMethods
Education
Bharathiar University 1997 — 2000
MCA, Computer Science
Rajesh Joshi Rajesh Joshi's Charles Schwab Experience January 2000 - May 2003
Job Senior Principal at Tyco | Software Architect | Technologist
Industry Information Technology and Services
Experience
Tyco International December 2010 - Present
Equimine September 2009 - December 2010
Capital Group of Companies June 2007 - July 2009
Western Asset Management October 2003 - June 2007
Charles Schwab January 2000 - May 2003
Bank of America January 1999 - January 2000
PRT 1996 - 1998
Skills
Java Enterprise Edition, Java, Unix, Software Development, SDLC, Oracle, Sybase, SQL, SOA, Testing, Requirements Gathering, BIRT, Spring, MySQL, Tomcat, REST, Hibernate, Enterprise Architecture, Haskell, SOAP, Weblogic, Spring Framework, Agile Methodologies, Requirements Analysis
Education
Scrum Alliance 2009 — 2016
Certified Scrum Master
Caltech 2006 — 2006
University of Pune
M.S.
Bangalore University
B.E.
Tyco International December 2010 - Present
Equimine September 2009 - December 2010
Capital Group of Companies June 2007 - July 2009
Western Asset Management October 2003 - June 2007
Charles Schwab January 2000 - May 2003
Bank of America January 1999 - January 2000
PRT 1996 - 1998
Skills
Java Enterprise Edition, Java, Unix, Software Development, SDLC, Oracle, Sybase, SQL, SOA, Testing, Requirements Gathering, BIRT, Spring, MySQL, Tomcat, REST, Hibernate, Enterprise Architecture, Haskell, SOAP, Weblogic, Spring Framework, Agile Methodologies, Requirements Analysis
Education
Scrum Alliance 2009 — 2016
Certified Scrum Master
Caltech 2006 — 2006
University of Pune
M.S.
Bangalore University
B.E.
Cooper Lecza's Charles Schwab Experience May 2014 - August 2014
Job Finance and Accounting Intern at Single Digits, Inc.
Industry Financial Services
Experience
Koala Cloth June 2015 - Present
Single Digits, Inc. January 2015 - Present
Charles Schwab May 2014 - August 2014
Manchester Country Club August 2010 - April 2014
Romney for President July 2012 - November 2012
Skills
Event Planning, Blogging, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Organizational..., Financial Analysis, Recruiting, Teamwork, Time Management, Program Management, Copywriting, Spanish, Equity Research Analysis, Stocks, Economics, Finance, Organization Skills, Financial Modeling, Investments
Education
Bentley University 2013 — 2017
Bachelor of Science Candidate, Economics-Finance
Bedford High School 2009 — 2013
Koala Cloth June 2015 - Present
Single Digits, Inc. January 2015 - Present
Charles Schwab May 2014 - August 2014
Manchester Country Club August 2010 - April 2014
Romney for President July 2012 - November 2012
Skills
Event Planning, Blogging, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Organizational..., Financial Analysis, Recruiting, Teamwork, Time Management, Program Management, Copywriting, Spanish, Equity Research Analysis, Stocks, Economics, Finance, Organization Skills, Financial Modeling, Investments
Education
Bentley University 2013 — 2017
Bachelor of Science Candidate, Economics-Finance
Bedford High School 2009 — 2013
Matthew Real's Charles Schwab Experience September 2015 - Present
Job Vice President & Branch Complex Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Charles Schwab September 2013 - Present
Charles Schwab October 2010 - September 2013
Fidelity Investments February 2010 - September 2010
Fidelity Investments October 2009 - February 2010
Fidelity Investments November 2008 - October 2009
Fidelity Investments November 2007 - October 2008
Fidelity Investments April 2007 - November 2007
Education
Bentley University
Master of Science (MS) in progress, Financial Planning
Bentley University
Master of Business Administration (M.B.A.)
Southern New Hampshire University
BS, Business Studies, International Management
Universidad Complutense de Madrid
Study Abroad
The Dublin School
High School
Charles Schwab September 2015 - Present
Charles Schwab September 2013 - Present
Charles Schwab October 2010 - September 2013
Fidelity Investments February 2010 - September 2010
Fidelity Investments October 2009 - February 2010
Fidelity Investments November 2008 - October 2009
Fidelity Investments November 2007 - October 2008
Fidelity Investments April 2007 - November 2007
Education
Bentley University
Master of Science (MS) in progress, Financial Planning
Bentley University
Master of Business Administration (M.B.A.)
Southern New Hampshire University
BS, Business Studies, International Management
Universidad Complutense de Madrid
Study Abroad
The Dublin School
High School
Robyn Thompson Robyn Thompson's Charles Schwab Experience November 1996 - October 2001
Job Business Risk Analyst at PayPal Credit
Industry Financial Services
Experience
PayPal Credit November 2013 - Present
PayPal June 2012 - Present
CitiFinancial December 2006 - Present
T. Rowe Price October 2001 - December 2006
Charles Schwab November 1996 - October 2001
Federated Investors February 1985 - November 1996
Skills
Series 7
Education
Bethany College 1981 — 1985
BA, Economics/Finance, Cum Laude Graduate
PayPal Credit November 2013 - Present
PayPal June 2012 - Present
CitiFinancial December 2006 - Present
T. Rowe Price October 2001 - December 2006
Charles Schwab November 1996 - October 2001
Federated Investors February 1985 - November 1996
Skills
Series 7
Education
Bethany College 1981 — 1985
BA, Economics/Finance, Cum Laude Graduate
Casandra Garrett Casandra Garrett's Charles Schwab Experience 2000 - 2004
Job
Industry Financial Services
Experience
Verizon June 2014 - Present
LogicTree Corporation August 2010 - June 2014
Charles Schwab 2000 - 2004
Charles Schwab 1995 - 2000
Charles Schwab 1993 - 1995
Skills
Leadership, Building Relationships, Investments, Training, Quality Assurance, Highly responsible
Education
Belhaven College 1991 — 1993
Bachelor of Science (BS), Business Administration
Hinds Community College 1989 — 1991
Associate's degree
Verizon June 2014 - Present
LogicTree Corporation August 2010 - June 2014
Charles Schwab 2000 - 2004
Charles Schwab 1995 - 2000
Charles Schwab 1993 - 1995
Skills
Leadership, Building Relationships, Investments, Training, Quality Assurance, Highly responsible
Education
Belhaven College 1991 — 1993
Bachelor of Science (BS), Business Administration
Hinds Community College 1989 — 1991
Associate's degree
Claire Comstock Claire Comstock's Charles Schwab Experience 2001 - 2001
Job Senior Director, Retail Sales and Retention at Blue Cross Blue Shield of Massachusetts
Industry Insurance
Experience
Blue Cross Blue Shield of Massachusetts January 2011 - Present
Blue Cross Blue Shield of Massachusetts September 2002 - January 2011
Samaritans of Boston 2001 - 2006
Charles Schwab 2001 - 2001
WorldClinic at Lahey 1999 - 2000
Manulife Financial 1996 - 1999
Consolidated Group 1994 - 1995
UNUM 1983 - 1993
Skills
Sales Management, Sales, Strategic Sales Plans, Marketing Management, Marketing Strategy, Marketing, Strategy, Leadership, Management, Start-ups, Account Management, Product Marketing, Marketing Communications, Brand Management, Retail Sales, Contact Center..., CRM, Medicare, Health Care Reform, Health Insurance, Life Insurance, Employee Benefits
Education
University of Southern Maine - School of Business 1985 — 1990
MBA, Marketing
Bates College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Blue Cross Blue Shield of Massachusetts January 2011 - Present
Blue Cross Blue Shield of Massachusetts September 2002 - January 2011
Samaritans of Boston 2001 - 2006
Charles Schwab 2001 - 2001
WorldClinic at Lahey 1999 - 2000
Manulife Financial 1996 - 1999
Consolidated Group 1994 - 1995
UNUM 1983 - 1993
Skills
Sales Management, Sales, Strategic Sales Plans, Marketing Management, Marketing Strategy, Marketing, Strategy, Leadership, Management, Start-ups, Account Management, Product Marketing, Marketing Communications, Brand Management, Retail Sales, Contact Center..., CRM, Medicare, Health Care Reform, Health Insurance, Life Insurance, Employee Benefits
Education
University of Southern Maine - School of Business 1985 — 1990
MBA, Marketing
Bates College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Jason Bicknell's Charles Schwab Experience August 2010 - June 2012
Job Supervisor of Financial Planning and Analysis Business Analytics
Industry Marketing and Advertising
Experience
Comcast Spotlight June 2012 - Present
Charles Schwab August 2010 - June 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Series 7, Series 63, Communication, Revenue Forecasting, Forecasting, Strategic Planning, Budget Process, Budgets, Sales Compensation, Business Analysis, Corporate Finance, Essbase, Hyperion Planning, OLAP, Data Mining, Presentations, PowerPoint, Employee Engagement, Account Management, Oracle Enterprise..., Call Center, Mutual Funds, Management, Marketing, Call Centers, Sales, Digital Marketing, Marketing Strategy, Online Advertising, Customer Service, Social Media, Social Media Marketing, Leadership
Education
Bellevue University 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
Marquette
Comcast Spotlight June 2012 - Present
Charles Schwab August 2010 - June 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Series 7, Series 63, Communication, Revenue Forecasting, Forecasting, Strategic Planning, Budget Process, Budgets, Sales Compensation, Business Analysis, Corporate Finance, Essbase, Hyperion Planning, OLAP, Data Mining, Presentations, PowerPoint, Employee Engagement, Account Management, Oracle Enterprise..., Call Center, Mutual Funds, Management, Marketing, Call Centers, Sales, Digital Marketing, Marketing Strategy, Online Advertising, Customer Service, Social Media, Social Media Marketing, Leadership
Education
Bellevue University 2006 — 2010
Bachelor's of Science, Business Administration and Management, General
Marquette
Shan Yam Shan Yam's Charles Schwab Experience March 2004 - December 2004
Job Frontend Web & Visual Design
Industry Information Technology and Services
Experience
Kaiser Permanente June 2007 - September 2010
McKesson January 2005 - June 2007
Charles Schwab March 2004 - December 2004
Wells Fargo November 2001 - August 2002
Skills
HTML, CSS, Photoshop, Java, C++, Illustrator, Dreamweaver, Windows Server 2008, Windows 7, Unix, Apple Macintosh, SQL, SharePoint, Wikis, Windows Server 2003, Windows XP Professional, Joomla, Wordpress, Microsoft Office, Flash, Outlook, XP, Web Design, Website Development, Troubleshooting, Windows Server, WordPress, Mac, Adobe Creative Suite, Training, Windows, Web Development, Software Documentation, Technical Support, Active Directory, JavaScript, Testing, Servers, IT Operations, Visio, Information Technology, Process Improvement, Computer Hardware, System Administration
Education
Santa Rosa Junior College 2011 — 2013
College of Marin 2010 — 2012
Baruch College, City University of New York (CUNY)
BBA
Kaiser Permanente June 2007 - September 2010
McKesson January 2005 - June 2007
Charles Schwab March 2004 - December 2004
Wells Fargo November 2001 - August 2002
Skills
HTML, CSS, Photoshop, Java, C++, Illustrator, Dreamweaver, Windows Server 2008, Windows 7, Unix, Apple Macintosh, SQL, SharePoint, Wikis, Windows Server 2003, Windows XP Professional, Joomla, Wordpress, Microsoft Office, Flash, Outlook, XP, Web Design, Website Development, Troubleshooting, Windows Server, WordPress, Mac, Adobe Creative Suite, Training, Windows, Web Development, Software Documentation, Technical Support, Active Directory, JavaScript, Testing, Servers, IT Operations, Visio, Information Technology, Process Improvement, Computer Hardware, System Administration
Education
Santa Rosa Junior College 2011 — 2013
College of Marin 2010 — 2012
Baruch College, City University of New York (CUNY)
BBA
gage thomsen's Charles Schwab Experience March 2015 - Present
Job Sr. Manager Communications Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Jackson National Life Distributors LLC April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2008 - December 2009
Carson Wealth Management Group October 2007 - September 2008
Charles Schwab March 2007 - October 2007
TD Ameritrade December 2004 - February 2007
Education
Bellevue University 2004 — 2007
BS, Business Administration Technical Studies
Charles Schwab March 2015 - Present
Jackson National Life Distributors LLC April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2008 - December 2009
Carson Wealth Management Group October 2007 - September 2008
Charles Schwab March 2007 - October 2007
TD Ameritrade December 2004 - February 2007
Education
Bellevue University 2004 — 2007
BS, Business Administration Technical Studies
Lawrence R. Smith's Charles Schwab Experience September 2007 - May 2011
Job Retirement Educator at OneAmerica
Industry Financial Services
Experience
OneAmerica September 2014 - Present
Financial Enhancement Group January 2012 - December 2013
Charles Schwab September 2007 - May 2011
Independent Stationers IS Group January 2006 - February 2007
Hewlett-Packard February 1995 - September 2005
Skills
Pipeline Management, FINRA Series 7, FINRA Series 63, FINRA Series 66, Consultative Sales..., Question Based Selling, FINRA, Retirement Planning, Series 7, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Series 63, Mutual Funds, Strategic Financial..., Wealth Management, Investment Strategies, Financial Planning, Management, Sales, Leadership
Education
Ball State University - College of Business
BS, Telecommunications / Marketing
University of Indianapolis - School of Business
MBA, Finance
OneAmerica September 2014 - Present
Financial Enhancement Group January 2012 - December 2013
Charles Schwab September 2007 - May 2011
Independent Stationers IS Group January 2006 - February 2007
Hewlett-Packard February 1995 - September 2005
Skills
Pipeline Management, FINRA Series 7, FINRA Series 63, FINRA Series 66, Consultative Sales..., Question Based Selling, FINRA, Retirement Planning, Series 7, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Series 63, Mutual Funds, Strategic Financial..., Wealth Management, Investment Strategies, Financial Planning, Management, Sales, Leadership
Education
Ball State University - College of Business
BS, Telecommunications / Marketing
University of Indianapolis - School of Business
MBA, Finance
Charles R. Johnson, MBA Charles R. Johnson, MBA's Charles Schwab Experience July 1994 - December 2001
Job Financial Aid Coordinator at ITT Technical Institute
Industry Financial Services
Experience
ITT Technical Institute February 2012 - Present
Allegiant Financial Group January 2009 - December 2010
Fidelity Investments February 2006 - January 2008
Mass Mutual May 2003 - February 2006
Charles Schwab July 1994 - December 2001
Skills
Long Term Care Insurance, Financial Planners, Customer Service, Budgets, Cost Benefit, Retirement Planning, Retirement, Series 63, 401k, Fixed Annuities, Mutual Funds, Strategic Financial..., Series 7, Investments, Wealth Management, Securities, Estate Planning, Insurance, Life Insurance
Education
Indiana Wesleyan University 2002 — 2004
MBA, Business Management, Finance, Accounting
Benedictine University 1987 — 1991
Business Economics, Economics, Accounting, Finance
ITT Technical Institute February 2012 - Present
Allegiant Financial Group January 2009 - December 2010
Fidelity Investments February 2006 - January 2008
Mass Mutual May 2003 - February 2006
Charles Schwab July 1994 - December 2001
Skills
Long Term Care Insurance, Financial Planners, Customer Service, Budgets, Cost Benefit, Retirement Planning, Retirement, Series 63, 401k, Fixed Annuities, Mutual Funds, Strategic Financial..., Series 7, Investments, Wealth Management, Securities, Estate Planning, Insurance, Life Insurance
Education
Indiana Wesleyan University 2002 — 2004
MBA, Business Management, Finance, Accounting
Benedictine University 1987 — 1991
Business Economics, Economics, Accounting, Finance
Richard Favreau's Charles Schwab Experience January 2010 - Present
Job Project Management Office at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2010 - Present
Charles Schwab Bank November 2005 - December 2010
Charles Schwab Insurance Services July 2000 - November 2005
Charles Schwab February 1993 - July 2000
Skills
Business Analysis, Project Management, Product Development, Relationship Management, Business Process..., Product Management, Risk Management, Financial Services, Banking, Program Management, Process Improvement, Vendor Management, SDLC, Business Requirements
Education
College for Financial Planning 2004 — 2005
Registered Paraplanner
Bates College 1981 — 1985
B.A., Mathematics
Charles Schwab January 2010 - Present
Charles Schwab Bank November 2005 - December 2010
Charles Schwab Insurance Services July 2000 - November 2005
Charles Schwab February 1993 - July 2000
Skills
Business Analysis, Project Management, Product Development, Relationship Management, Business Process..., Product Management, Risk Management, Financial Services, Banking, Program Management, Process Improvement, Vendor Management, SDLC, Business Requirements
Education
College for Financial Planning 2004 — 2005
Registered Paraplanner
Bates College 1981 — 1985
B.A., Mathematics
Michael Corso Michael Corso's Charles Schwab Experience January 2015 - Present
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Financial Industry Regulatory Authority (FINRA) December 2014 - January 2015
CBOE October 2012 - December 2014
CBOE August 2012 - October 2012
Trean Group LLC May 2012 - July 2012
Rosenthal Collins Group March 2011 - May 2012
Village of Lombard August 2009 - July 2011
CME Group January 1990 - January 2011
Skills
Compliance, Futures, Derivatives, Equities, CBOE, CME, CBOT, NYMEX, COMEX, ICE, Commodities, Compliance Audits, OTC, GMI, Large Trader Reporting, Investigations, Dodd-Frank, Surveillance, Commodity, Options, Index Options, Research, Analysis, Regulatory Affairs, Equity Options, Securities
Education
Benedictine University 1997 — 2000
Master's degree
Charles Schwab January 2015 - Present
Financial Industry Regulatory Authority (FINRA) December 2014 - January 2015
CBOE October 2012 - December 2014
CBOE August 2012 - October 2012
Trean Group LLC May 2012 - July 2012
Rosenthal Collins Group March 2011 - May 2012
Village of Lombard August 2009 - July 2011
CME Group January 1990 - January 2011
Skills
Compliance, Futures, Derivatives, Equities, CBOE, CME, CBOT, NYMEX, COMEX, ICE, Commodities, Compliance Audits, OTC, GMI, Large Trader Reporting, Investigations, Dodd-Frank, Surveillance, Commodity, Options, Index Options, Research, Analysis, Regulatory Affairs, Equity Options, Securities
Education
Benedictine University 1997 — 2000
Master's degree
Venkatesan Nagarajan Venkatesan Nagarajan's Charles Schwab Experience 2003 - 2009
Job Principal at Halliburton Landmark Software & Services
Industry Oil & Energy
Experience
Halliburton March 2014 - Present
Infosys September 2013 - February 2014
Mphasis January 2009 - August 2013
Charles Schwab 2003 - 2009
Softsmith Infotech 2003 - July 2003
VINAYAKA IT PARKX PVT.LTD June 2001 - February 2003
Think Business Networks February 2000 - May 2001
Skills
SDLC, Software Project..., Requirements Analysis, Global Delivery, Project Governance, PMP, Requirements Gathering, Test Management, Weblogic, Web Services, Quality Center, LoadRunner, Test Automation, Test Planning, Oracle, Data Warehousing, SQL, Databases, Software Development, Quality Assurance, Software Quality..., Testing, CRM, Test Cases, Performance Testing, User Acceptance Testing
Education
Punjabi University 2001 — 2004
M.Tech, Information Technology
Bharathiar University 1992 — 1996
Bachelor of Engineering (B.E.), Computer Science and Engineering
Kumaraguru College of Technology 1992 — 1996
B.E, Computer Science
Halliburton March 2014 - Present
Infosys September 2013 - February 2014
Mphasis January 2009 - August 2013
Charles Schwab 2003 - 2009
Softsmith Infotech 2003 - July 2003
VINAYAKA IT PARKX PVT.LTD June 2001 - February 2003
Think Business Networks February 2000 - May 2001
Skills
SDLC, Software Project..., Requirements Analysis, Global Delivery, Project Governance, PMP, Requirements Gathering, Test Management, Weblogic, Web Services, Quality Center, LoadRunner, Test Automation, Test Planning, Oracle, Data Warehousing, SQL, Databases, Software Development, Quality Assurance, Software Quality..., Testing, CRM, Test Cases, Performance Testing, User Acceptance Testing
Education
Punjabi University 2001 — 2004
M.Tech, Information Technology
Bharathiar University 1992 — 1996
Bachelor of Engineering (B.E.), Computer Science and Engineering
Kumaraguru College of Technology 1992 — 1996
B.E, Computer Science
Sandhya Krishnamurthy Sandhya Krishnamurthy's Charles Schwab Experience December 2011 - October 2012
Job Business Growth Enabler | Management Consultant to Financial Services businesses | Entrepreneur
Industry Management Consulting
Experience
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
S2E Consulting, LLC September 2014 - Present
Taproot Foundation February 2013 - Present
LPL Financial September 2013 - August 2014
Charles Schwab December 2011 - October 2012
Ameriprise Financial Services, Inc. November 2009 - April 2011
Ameriprise Financial, Inc October 2008 - November 2009
Ameriprise Financial Inc 2006 - 2008
Ameriprise Financial 2004 - 2006
American Express 2002 - 2004
Skills
Strategy, Cross-functional Team..., Leadership, Program Management, Management, Business Analysis, Marketing, Financial Services, Competitive Analysis, Management Consulting, Product Management, Segmentation
Education
Indian Institute of Management, Bangalore 2000 — 2002
PGDM, Strategy, Finance
Portland State University 1998 — 1999
B.S., General Science, Business Administration
Bangalore University 1991 — 1994
B Sc, Mathematics, Statistics, Economics
Sara Wynne Sara Wynne's Charles Schwab Experience September 2000 - June 2001
Job Emergency Management Specialist, formerly at Lawrence Berkeley National Laboratory (retired)
Industry Research
Experience
Lawrence Berkeley National Laboratory January 2009 - December 2014
Lawrence Berkeley National Laboratory May 2012 - August 2012
Laurel Village Association January 2007 - July 2012
Wynne Emergency Management June 2001 - December 2002
Charles Schwab September 2000 - June 2001
Levi Strauss & Co March 1987 - June 2000
Skills
Emergency Management, Emergency Services, Emergency Operations, Preparedness, Business Continuity, Crisis Management, Incident Management, NIMS, Planning, Disaster Response, Disaster Recovery, ICS, Disaster Preparedness, Compliance, Problem Solving, Strategic Planning, Research, Administration, Microsoft Office, Coordination, Logistics, Writing, Hazardous Materials, Customer Service, Event Planning, Volunteer Management, Awareness, First Aid, System Administration, Project Planning, Homeland Security, Policy, Government, Fire Protection, Program Management, Hazardous Waste..., Community Outreach, Incident Command, Business Continuity..., Risk Assessment, Policy Analysis, HAZWOPER, Training, Emergency Planning, Exercises, Firefighting, Contingency Planning, Security, Weapons of Mass..., Federal Government
Education
University of California Extension, Berkeley 1998 — 2000
Certificate, Emergency Preparedness Planning & Management, 4.0
Beloit College 1972 — 1975
Lawrence Berkeley National Laboratory January 2009 - December 2014
Lawrence Berkeley National Laboratory May 2012 - August 2012
Laurel Village Association January 2007 - July 2012
Wynne Emergency Management June 2001 - December 2002
Charles Schwab September 2000 - June 2001
Levi Strauss & Co March 1987 - June 2000
Skills
Emergency Management, Emergency Services, Emergency Operations, Preparedness, Business Continuity, Crisis Management, Incident Management, NIMS, Planning, Disaster Response, Disaster Recovery, ICS, Disaster Preparedness, Compliance, Problem Solving, Strategic Planning, Research, Administration, Microsoft Office, Coordination, Logistics, Writing, Hazardous Materials, Customer Service, Event Planning, Volunteer Management, Awareness, First Aid, System Administration, Project Planning, Homeland Security, Policy, Government, Fire Protection, Program Management, Hazardous Waste..., Community Outreach, Incident Command, Business Continuity..., Risk Assessment, Policy Analysis, HAZWOPER, Training, Emergency Planning, Exercises, Firefighting, Contingency Planning, Security, Weapons of Mass..., Federal Government
Education
University of California Extension, Berkeley 1998 — 2000
Certificate, Emergency Preparedness Planning & Management, 4.0
Beloit College 1972 — 1975
Robert Hadden Robert Hadden's Charles Schwab Experience December 1994 - October 2004
Job Metlife Insurance
Industry Financial Services
Experience
MetLife November 2011 - Present
Allstate Insurance May 2007 - June 2011
National City Bank/NatCity Investments December 2004 - May 2007
Charles Schwab December 1994 - October 2004
Rodman & Renshaw March 1990 - November 1995
Skills
Insurance, Series 6, Series 7, Life Insurance, Fixed Annuities, Series 63, Retirement Planning, Retirement, 401k, Credit, Disability Insurance, Financial Services, Health Insurance, Investment Advisory, Mutual Funds, Wealth Management
Education
Benedictine University
MetLife November 2011 - Present
Allstate Insurance May 2007 - June 2011
National City Bank/NatCity Investments December 2004 - May 2007
Charles Schwab December 1994 - October 2004
Rodman & Renshaw March 1990 - November 1995
Skills
Insurance, Series 6, Series 7, Life Insurance, Fixed Annuities, Series 63, Retirement Planning, Retirement, 401k, Credit, Disability Insurance, Financial Services, Health Insurance, Investment Advisory, Mutual Funds, Wealth Management
Education
Benedictine University
Stephen O'Connell's Charles Schwab Experience August 1998 - September 2001
Job Sr. IT Performance Engineer at PG&E
Industry Financial Services
Experience
PG&E March 2011 - Present
Hacker Dojo April 2010 - November 2011
BlackRock May 2007 - December 2010
Wells Fargo Bank September 2001 - April 2007
Charles Schwab August 1998 - September 2001
Wells Fargo December 1997 - August 1998
CG Computer Services September 1994 - March 1998
KnowledgeWare January 1993 - July 1994
IBM December 1988 - January 1993
NCT Incorporated October 1987 - December 1988
Skills
Linux, Unix, VMware, Windows, Storage, R programming, Performance Tuning, Performance Testing, Data Analysis, Data Mining, Data Modeling, Data Visualization, Machine Learning, Perl, Test Automation, Test Planning, Testing, perfo, Databases, Software Development, Oracle, Microsoft SQL Server, SQL, Cloud Computing, Sybase, Architecture, Integration, Distributed Systems, IT Operations, Enterprise Software, Java, SDLC
Education
Bentley University 1978 — 1982
BS/AS, Computer Information Systems/Management
PG&E March 2011 - Present
Hacker Dojo April 2010 - November 2011
BlackRock May 2007 - December 2010
Wells Fargo Bank September 2001 - April 2007
Charles Schwab August 1998 - September 2001
Wells Fargo December 1997 - August 1998
CG Computer Services September 1994 - March 1998
KnowledgeWare January 1993 - July 1994
IBM December 1988 - January 1993
NCT Incorporated October 1987 - December 1988
Skills
Linux, Unix, VMware, Windows, Storage, R programming, Performance Tuning, Performance Testing, Data Analysis, Data Mining, Data Modeling, Data Visualization, Machine Learning, Perl, Test Automation, Test Planning, Testing, perfo, Databases, Software Development, Oracle, Microsoft SQL Server, SQL, Cloud Computing, Sybase, Architecture, Integration, Distributed Systems, IT Operations, Enterprise Software, Java, SDLC
Education
Bentley University 1978 — 1982
BS/AS, Computer Information Systems/Management
Wes Phelps's Charles Schwab Experience May 2013 - Present
Job Registerd Broker at Charles Schwab
Industry Higher Education
Experience
Charles Schwab May 2013 - Present
First Merchants Corporation October 2011 - June 2012
Ball State University Golf Team January 2011 - May 2012
Amway Global August 2010 - August 2011
Ball State University August 2006 - June 2011
Rockstar Energy Drink September 2009 - September 2010
StudentCity.com May 2009 - May 2010
Baxter BioScience May 2009 - August 2009
Skills
Training, Time Management, Microsoft Office, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, Facebook, Social Networking, Leadership, Social Media, Research, competition, Risk Management, Data Analysis
Education
Ball State University - College of Business 2006 — 2011
Science, Financial Planning and Investment, Economics
Charles Schwab May 2013 - Present
First Merchants Corporation October 2011 - June 2012
Ball State University Golf Team January 2011 - May 2012
Amway Global August 2010 - August 2011
Ball State University August 2006 - June 2011
Rockstar Energy Drink September 2009 - September 2010
StudentCity.com May 2009 - May 2010
Baxter BioScience May 2009 - August 2009
Skills
Training, Time Management, Microsoft Office, PowerPoint, Customer Service, Event Planning, Microsoft Excel, Marketing, Microsoft Word, Public Speaking, Facebook, Social Networking, Leadership, Social Media, Research, competition, Risk Management, Data Analysis
Education
Ball State University - College of Business 2006 — 2011
Science, Financial Planning and Investment, Economics
Gloria Brown Oliver Gloria Brown Oliver's Charles Schwab Experience November 2013 - Present
Job
Industry Financial Services
Experience
Charles Schwab November 2013 - Present
Education
Baylor University
BBA
Rockhurst University
MBA
Charles Schwab November 2013 - Present
Education
Baylor University
BBA
Rockhurst University
MBA
Kimberly Standfast's Charles Schwab Experience May 2000 - June 2001
Job IT Professional with Extensive Financial Services and Banking Experience
Industry Information Technology and Services
Experience
Clarien Bank Limited July 2015 - Present
Clarien Bank Limited November 2011 - December 2014
EDMC January 2011 - November 2011
Desert Schools Federal Credit Union January 2010 - December 2010
Desert Schools Federal Credit Union July 2005 - December 2010
Wells Fargo April 2005 - June 2005
Bank of America June 2004 - March 2005
Continental Promotions Group July 2001 - June 2004
Charles Schwab May 2000 - June 2001
Vital Processing Services July 1999 - April 2000
Skills
Requirements Analysis, Business Process, Software Documentation, Process Engineering, Project Planning, Six Sigma, Workshop Facilitation, Management, Information Systems, UML, Technical Support, Data Conversion, Proposal Writing, Core Banking, Quality Control, Business Analysis, SDLC, Software Quality..., IT Project & Program..., PMP, Banking, Data Analysis, Software Implementation, Requirements Gathering, Business Requirements, Integration, User Acceptance Testing, Software Project..., Software Development, Quality Assurance, Process Improvement, Testing, Offshore Banking, Business Intelligence, Agile Methodologies, Project Management, PMO, Vendor Management, Visio, Leadership, Information Technology, Data Warehousing, SharePoint, Disaster Recovery, Databases, SQL, Microsoft SQL Server, Project Portfolio..., IT Strategy, Consulting
Education
Baylor University 1982 — 1984
Clarien Bank Limited July 2015 - Present
Clarien Bank Limited November 2011 - December 2014
EDMC January 2011 - November 2011
Desert Schools Federal Credit Union January 2010 - December 2010
Desert Schools Federal Credit Union July 2005 - December 2010
Wells Fargo April 2005 - June 2005
Bank of America June 2004 - March 2005
Continental Promotions Group July 2001 - June 2004
Charles Schwab May 2000 - June 2001
Vital Processing Services July 1999 - April 2000
Skills
Requirements Analysis, Business Process, Software Documentation, Process Engineering, Project Planning, Six Sigma, Workshop Facilitation, Management, Information Systems, UML, Technical Support, Data Conversion, Proposal Writing, Core Banking, Quality Control, Business Analysis, SDLC, Software Quality..., IT Project & Program..., PMP, Banking, Data Analysis, Software Implementation, Requirements Gathering, Business Requirements, Integration, User Acceptance Testing, Software Project..., Software Development, Quality Assurance, Process Improvement, Testing, Offshore Banking, Business Intelligence, Agile Methodologies, Project Management, PMO, Vendor Management, Visio, Leadership, Information Technology, Data Warehousing, SharePoint, Disaster Recovery, Databases, SQL, Microsoft SQL Server, Project Portfolio..., IT Strategy, Consulting
Education
Baylor University 1982 — 1984
Tim Sutton, CFP® Tim Sutton, CFP®'s Charles Schwab Experience September 2000 - February 2011
Job Wealth Manager at Creative Planning, Inc.
Industry Investment Management
Experience
Creative Planning Inc. February 2011 - Present
Charles Schwab September 2000 - February 2011
Skills
Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investment Management, Series 63, Asset Allocation, Mutual Funds, Estate Planning, Retirement Planning, Asset Managment, Retirement Plan..., Investment Strategies, Uniform Combined State..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Finance
Creative Planning Inc. February 2011 - Present
Charles Schwab September 2000 - February 2011
Skills
Wealth Management, Series 7, Investment Advisory, Strategic Financial..., Investment Management, Series 63, Asset Allocation, Mutual Funds, Estate Planning, Retirement Planning, Asset Managment, Retirement Plan..., Investment Strategies, Uniform Combined State..., Investments
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Finance
Dale Neidhammer, MBA, CSM Dale Neidhammer, MBA, CSM's Charles Schwab Experience July 2012 - January 2014
Job Senior Program Manager / Scrum Master & Coach at Dell
Industry Information Technology and Services
Experience
Dell August 2014 - Present
Charles Schwab July 2012 - January 2014
Sogeti USA LLC May 2011 - May 2012
Linkedin Group March 2010 - December 2011
LaunchPad PM Club September 2010 - September 2011
AMD 2010 - August 2010
HCBC Job Seekers Network 2009 - 2009
Nascentric 2008 - 2009
Neolinear 2003 - 2007
Nassda 2001 - 2003
Skills
Software Project..., Design Engineering..., Scope Management, Enterprise Risk..., Risk Management, Risk Assessment, Earned Value Management, Project Initiation, Project Planning, Project Execution, Project Monitoring &..., Project Closing, Designs, Project Management, Product Management, Software Development, Product Development, PMP, CRM, Business Process..., Six Sigma, Testing, Agile Methodologies, PMO, Program Management, Engineering Management, Business Process, Integration, Team Management, Scrum, Management, Cross-functional Team..., Leadership, Change Management, Business Analysis, Coaching, Outsourcing
Education
Baylor University - Hankamer School of Business 2001 — 2003
MBA, Business and Strategic Planning
University of South Florida 1984 — 1988
BSEE, Electrical Engineering
Dell August 2014 - Present
Charles Schwab July 2012 - January 2014
Sogeti USA LLC May 2011 - May 2012
Linkedin Group March 2010 - December 2011
LaunchPad PM Club September 2010 - September 2011
AMD 2010 - August 2010
HCBC Job Seekers Network 2009 - 2009
Nascentric 2008 - 2009
Neolinear 2003 - 2007
Nassda 2001 - 2003
Skills
Software Project..., Design Engineering..., Scope Management, Enterprise Risk..., Risk Management, Risk Assessment, Earned Value Management, Project Initiation, Project Planning, Project Execution, Project Monitoring &..., Project Closing, Designs, Project Management, Product Management, Software Development, Product Development, PMP, CRM, Business Process..., Six Sigma, Testing, Agile Methodologies, PMO, Program Management, Engineering Management, Business Process, Integration, Team Management, Scrum, Management, Cross-functional Team..., Leadership, Change Management, Business Analysis, Coaching, Outsourcing
Education
Baylor University - Hankamer School of Business 2001 — 2003
MBA, Business and Strategic Planning
University of South Florida 1984 — 1988
BSEE, Electrical Engineering
Jeff Cooper Jeff Cooper's Charles Schwab Experience 1995 - 2003
Job Senior Sales Executive at Sungard Brokerage
Industry Financial Services
Experience
SunGard November 2010 - Present
Security Traders of New York August 2010 - Present
Tradeweb (Thomson Reuters affiliate) March 2006 - November 2010
B.L.M. Investment Securities March 2004 - December 2005
Charles Schwab 1995 - 2003
Skills
Trading, Trading Systems, Equity Trading, Electronic Trading, Project Management, Equities, Options, Solution Selling, Software Solution Sales, Channel Partner..., Channel Partner..., Channel Relationship..., Quota Achievement, C-Level Relationships, ETFs
Education
Baruch College, City University of New York (CUNY) 1994 — 2000
MBA, Finance, Business
Fairleigh Dickinson University 1988 — 1991
BS Finance, Finance, Business, Economics
State University of New York Maritime College 1987 — 1988
Engineering
JP Stevens High School 1985 — 1987
SunGard November 2010 - Present
Security Traders of New York August 2010 - Present
Tradeweb (Thomson Reuters affiliate) March 2006 - November 2010
B.L.M. Investment Securities March 2004 - December 2005
Charles Schwab 1995 - 2003
Skills
Trading, Trading Systems, Equity Trading, Electronic Trading, Project Management, Equities, Options, Solution Selling, Software Solution Sales, Channel Partner..., Channel Partner..., Channel Relationship..., Quota Achievement, C-Level Relationships, ETFs
Education
Baruch College, City University of New York (CUNY) 1994 — 2000
MBA, Finance, Business
Fairleigh Dickinson University 1988 — 1991
BS Finance, Finance, Business, Economics
State University of New York Maritime College 1987 — 1988
Engineering
JP Stevens High School 1985 — 1987
Christina Dickhoff Christina Dickhoff's Charles Schwab Experience 1987 - 1992
Job Vice President of Community Care Services Alzheimer's Community Care
Industry Hospital & Health Care
Experience
Alzheimer's Community Care July 2014 - Present
Brookdale Senior Living January 2013 - July 2014
Sunrise Senior Living November 2008 - December 2012
Sunrise Senior Living September 2007 - November 2008
Charles Schwab 1987 - 1992
Charles schwab 1987 - 1991
Merrill Lynch 1985 - 1990
Skills
Elder Care, Alzheimer's Care, Capital Budgeting, Alzheimer's disease, Case Managment, Gerontology, Healthcare, Healthcare Management, Home Care, Hospitals, Independent Living, Medicaid, Managed Care, Medicare, Nonprofits, Nursing, Operating Budgets, Patient Safety, Rehabilitation, Retirement Homes, Revenue Cycle, Seniors, Long-term Care, Case Management
Education
Barton College 1992 — 1994
BS, Nursing
Lenoir-Rhyne University 1981 — 1985
BA, Business and Economics
Prince Edward Academy 1976 — 1982
diploma
Alzheimer's Community Care July 2014 - Present
Brookdale Senior Living January 2013 - July 2014
Sunrise Senior Living November 2008 - December 2012
Sunrise Senior Living September 2007 - November 2008
Charles Schwab 1987 - 1992
Charles schwab 1987 - 1991
Merrill Lynch 1985 - 1990
Skills
Elder Care, Alzheimer's Care, Capital Budgeting, Alzheimer's disease, Case Managment, Gerontology, Healthcare, Healthcare Management, Home Care, Hospitals, Independent Living, Medicaid, Managed Care, Medicare, Nonprofits, Nursing, Operating Budgets, Patient Safety, Rehabilitation, Retirement Homes, Revenue Cycle, Seniors, Long-term Care, Case Management
Education
Barton College 1992 — 1994
BS, Nursing
Lenoir-Rhyne University 1981 — 1985
BA, Business and Economics
Prince Edward Academy 1976 — 1982
diploma
Biju Sadasivan Biju Sadasivan's Charles Schwab Experience August 2010 - Present
Job QA Lead at PNC
Industry Computer Software
Experience
PNC February 2011 - Present
Charles Schwab August 2010 - Present
Kohl's Department Stores April 2010 - Present
Charles Schwab January 2010 - Present
Wipro Technologies May 2009 - Present
Wipro Technologies August 2008 - Present
Wipro Technologies February 2008 - Present
Wipro Technologies January 2008 - Present
Wipro Technologies August 2007 - Present
Wipro Technologies January 2007 - Present
Education
Bangalore University 2000 — 2003
MCA, Computer application
Bangalore University
Master, Computer Application
Kerala University
Bachelor of Science, mathematics
PNC February 2011 - Present
Charles Schwab August 2010 - Present
Kohl's Department Stores April 2010 - Present
Charles Schwab January 2010 - Present
Wipro Technologies May 2009 - Present
Wipro Technologies August 2008 - Present
Wipro Technologies February 2008 - Present
Wipro Technologies January 2008 - Present
Wipro Technologies August 2007 - Present
Wipro Technologies January 2007 - Present
Education
Bangalore University 2000 — 2003
MCA, Computer application
Bangalore University
Master, Computer Application
Kerala University
Bachelor of Science, mathematics
Forrest Richardson Forrest Richardson's Charles Schwab Experience July 2010 - August 2012
Job Chief Information Officer at CIII Capital Partners
Industry Financial Services
Experience
C-III Capital Partners August 2012 - Present
OneLogos Education Solutions August 2008 - Present
Charles Schwab July 2010 - August 2012
Education Finance Partners March 2006 - August 2008
Corpus, Inc August 2004 - June 2005
JPMorgan Chase & Co July 1999 - August 2004
Fannie Mae May 1987 - March 1990
Skills
Enterprise Architecture, Solution Architecture, Consumer Lending, Start-ups, IT Strategy, IT Governance, Business Alignment, Credit, Business Strategy, Rationalization, Banking, Application Architecture, Process Improvement, SOA, Strategic Planning, Management, Enterprise Software, Business Analysis, Leadership, SDLC, ITIL, Software Development, Consulting, Financial Services, Information Technology, IT Management, Project Portfolio..., Integration, Vendor Management, Cloud Computing, SaaS, Business Process, Software Project..., Business Intelligence, Business Process..., Data Center
Education
Southern Methodist University 2002 — 2004
MBA, General Studies
Baylor University 1984 — 1987
BS, Computer Science
C-III Capital Partners August 2012 - Present
OneLogos Education Solutions August 2008 - Present
Charles Schwab July 2010 - August 2012
Education Finance Partners March 2006 - August 2008
Corpus, Inc August 2004 - June 2005
JPMorgan Chase & Co July 1999 - August 2004
Fannie Mae May 1987 - March 1990
Skills
Enterprise Architecture, Solution Architecture, Consumer Lending, Start-ups, IT Strategy, IT Governance, Business Alignment, Credit, Business Strategy, Rationalization, Banking, Application Architecture, Process Improvement, SOA, Strategic Planning, Management, Enterprise Software, Business Analysis, Leadership, SDLC, ITIL, Software Development, Consulting, Financial Services, Information Technology, IT Management, Project Portfolio..., Integration, Vendor Management, Cloud Computing, SaaS, Business Process, Software Project..., Business Intelligence, Business Process..., Data Center
Education
Southern Methodist University 2002 — 2004
MBA, General Studies
Baylor University 1984 — 1987
BS, Computer Science
Shereena Dann Shereena Dann's Charles Schwab Experience July 2008 - October 2013
Job Vice President, Business Retention & Expansion
Industry Nonprofit Organization Management
Experience
Business Development Board of Palm Beach County, Inc. August 2015 - Present
Enterprise Florida October 2013 - August 2015
Charles Schwab July 2008 - October 2013
CNL May 2007 - May 2008
Regions Financial Corporation January 2006 - May 2007
Skills
Relationship Management, Meeting Planning, Event Management, Professional Organizing, Economic Development, Financial Services, Securities, Banking, Investments, FINRA, Employee Training, Customer Service, Retirement, CRM, Training, Public Speaking, Portfolio Management, Finance, Public Relations, Nonprofits, Leadership, Government, Fundraising, Strategic Planning, Event Planning
Education
Rollins College 2002 — 2005
Bachelor of Science (BS), Psychology
Bates College 2001 — 2002
WHS 1997 — 2001
Business Development Board of Palm Beach County, Inc. August 2015 - Present
Enterprise Florida October 2013 - August 2015
Charles Schwab July 2008 - October 2013
CNL May 2007 - May 2008
Regions Financial Corporation January 2006 - May 2007
Skills
Relationship Management, Meeting Planning, Event Management, Professional Organizing, Economic Development, Financial Services, Securities, Banking, Investments, FINRA, Employee Training, Customer Service, Retirement, CRM, Training, Public Speaking, Portfolio Management, Finance, Public Relations, Nonprofits, Leadership, Government, Fundraising, Strategic Planning, Event Planning
Education
Rollins College 2002 — 2005
Bachelor of Science (BS), Psychology
Bates College 2001 — 2002
WHS 1997 — 2001
Pushpa Chandrashekaraiah Pushpa Chandrashekaraiah's Charles Schwab Experience November 2005 - April 2007
Job
Industry Computer Software
Experience
RSA The Security Division of EMC December 2012 - Present
Silicon Valley Product Management Association 2011 - Present
Silver Tail Systems (Acquired by EMC/RSA) September 2012 - November 2012
Oracle Corporation April 2007 - September 2012
Charles Schwab November 2005 - April 2007
Bank of America January 2004 - October 2005
Ness Technologies January 2000 - December 2002
Skills
Java, JavaScript, OBIEE, Finance, SOA, Product Management, Agile Methodologies, Enterprise Software, Business Intelligence, Solution Architecture, Software Project..., Enterprise Architecture, Analytics, Cross-functional Team..., Management, Strategy, Software Development
Education
Leavey School of Business, Santa Clara University 2006 — 2009
MBA, Marketing and Finance
Bangalore University 1995 — 1999
Bachelor of Engineering
Pragmatic Marketing
www.pragmaticmarketing.com Pragmatic Marketing Certified
RSA The Security Division of EMC December 2012 - Present
Silicon Valley Product Management Association 2011 - Present
Silver Tail Systems (Acquired by EMC/RSA) September 2012 - November 2012
Oracle Corporation April 2007 - September 2012
Charles Schwab November 2005 - April 2007
Bank of America January 2004 - October 2005
Ness Technologies January 2000 - December 2002
Skills
Java, JavaScript, OBIEE, Finance, SOA, Product Management, Agile Methodologies, Enterprise Software, Business Intelligence, Solution Architecture, Software Project..., Enterprise Architecture, Analytics, Cross-functional Team..., Management, Strategy, Software Development
Education
Leavey School of Business, Santa Clara University 2006 — 2009
MBA, Marketing and Finance
Bangalore University 1995 — 1999
Bachelor of Engineering
Pragmatic Marketing
www.pragmaticmarketing.com Pragmatic Marketing Certified
Ashley Lew's Charles Schwab Experience August 2010 - November 2010
Job Benefits Specialist at Amazon
Industry Human Resources
Experience
Amazon April 2014 - Present
Amazon October 2013 - April 2014
Amazon.com November 2010 - September 2013
Charles Schwab August 2010 - November 2010
NAES Corporation October 2007 - August 2010
NAES Corporation February 2007 - October 2007
Medtronic November 2006 - February 2007
Macy's August 2005 - October 2006
Skills
Benefits Administration, New Hire Orientation, New Hire Orientations, Onboarding, Employee Relations, Recruiting, Applicant Tracking..., HRIS, Employee Benefits, Talent Acquisition, Human Resources, Payroll, PeopleSoft, Performance Management, Talent Management, College Recruiting, Sourcing, Deferred Compensation, Team Building, Personnel Management, Process Improvement, Leadership, Interviews, Hiring, Employee Training
Education
Portland State University 2001 — 2005
Bachelor of Science, Health Sciences
Bellevue Community College
HR Certification, Human Resources
Amazon April 2014 - Present
Amazon October 2013 - April 2014
Amazon.com November 2010 - September 2013
Charles Schwab August 2010 - November 2010
NAES Corporation October 2007 - August 2010
NAES Corporation February 2007 - October 2007
Medtronic November 2006 - February 2007
Macy's August 2005 - October 2006
Skills
Benefits Administration, New Hire Orientation, New Hire Orientations, Onboarding, Employee Relations, Recruiting, Applicant Tracking..., HRIS, Employee Benefits, Talent Acquisition, Human Resources, Payroll, PeopleSoft, Performance Management, Talent Management, College Recruiting, Sourcing, Deferred Compensation, Team Building, Personnel Management, Process Improvement, Leadership, Interviews, Hiring, Employee Training
Education
Portland State University 2001 — 2005
Bachelor of Science, Health Sciences
Bellevue Community College
HR Certification, Human Resources
Suzan Budak's Charles Schwab Experience September 2003 - March 2007
Job Senior Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Jeff Gelman Jeff Gelman's Charles Schwab Experience May 2015 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
optionsXpress April 2014 - Present
OptionsHouse October 2013 - April 2014
MassMutual Financial Group May 2013 - October 2013
TCF Inventory Finance, Inc. September 2011 - May 2013
Skills
Banking, Investments, Finance, Series 7, Customer Service, Credit, Series 66, Trading, Customer Experience, Investment Advisory, Options, Equity Derivatives, Options Strategies, Equity Trading, Microsoft Excel, Futures Trading, Financial Services, Securities, Bonds, Series 3, Derivatives
Education
DePaul University 2009 — 2011
Bachelor of Science (BS), Finance, General
Benedictine University 2007 — 2008
Charles Schwab May 2015 - Present
optionsXpress April 2014 - Present
OptionsHouse October 2013 - April 2014
MassMutual Financial Group May 2013 - October 2013
TCF Inventory Finance, Inc. September 2011 - May 2013
Skills
Banking, Investments, Finance, Series 7, Customer Service, Credit, Series 66, Trading, Customer Experience, Investment Advisory, Options, Equity Derivatives, Options Strategies, Equity Trading, Microsoft Excel, Futures Trading, Financial Services, Securities, Bonds, Series 3, Derivatives
Education
DePaul University 2009 — 2011
Bachelor of Science (BS), Finance, General
Benedictine University 2007 — 2008
Grace Warrick Grace Warrick's Charles Schwab Experience July 2014 - Present
Job Investor Relations at the Charles Schwab Corporation
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab May 2013 - June 2014
Uniqlo August 2012 - January 2013
Uniqlo March 2012 - August 2012
George Washington University December 2010 - September 2011
AEI January 2011 - May 2011
Institute for Humane Studies January 2010 - May 2010
Center for International Trade Development June 2009 - August 2009
George Washington University January 2009 - May 2009
Education
The George Washington University 2008 — 2011
Bachelor of Arts (BA), International Affairs with Special Honors, International Economics Concentration, Summa Cum Laude
Beijing Language and Culture University 2010 — 2010
Fudan University 2010 — 2010
Intensive Intermediate Chinese Language
Los Alamitos High School 2004 — 2008
Charles Schwab July 2014 - Present
Charles Schwab May 2013 - June 2014
Uniqlo August 2012 - January 2013
Uniqlo March 2012 - August 2012
George Washington University December 2010 - September 2011
AEI January 2011 - May 2011
Institute for Humane Studies January 2010 - May 2010
Center for International Trade Development June 2009 - August 2009
George Washington University January 2009 - May 2009
Education
The George Washington University 2008 — 2011
Bachelor of Arts (BA), International Affairs with Special Honors, International Economics Concentration, Summa Cum Laude
Beijing Language and Culture University 2010 — 2010
Fudan University 2010 — 2010
Intensive Intermediate Chinese Language
Los Alamitos High School 2004 — 2008
Alana Manyong Alana Manyong's Charles Schwab Experience September 2010 - June 2012
Job Workplace Guidance Consulant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments October 2013 - April 2014
Charles Schwab September 2010 - June 2012
Geri Pell & Associates November 2008 - October 2010
Skills
Uniform Combined State..., Retirement Planning, Series 7, Mutual Funds, Series 66
Education
Berkeley College
BBA, International Business
Pace University - Lubin School of Business
Certificate, Financial Plannig
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments October 2013 - April 2014
Charles Schwab September 2010 - June 2012
Geri Pell & Associates November 2008 - October 2010
Skills
Uniform Combined State..., Retirement Planning, Series 7, Mutual Funds, Series 66
Education
Berkeley College
BBA, International Business
Pace University - Lubin School of Business
Certificate, Financial Plannig
Querube Montoya's Charles Schwab Experience July 2015 - Present
Job Retirement Plan Services at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab July 2015 - Present
Interceramic Tile and Stone Gallery January 2014 - July 2015
GC Experts May 2013 - August 2013
British International School Classic August 2012 - December 2012
EXPRESS August 2010 - April 2012
Skills
Bilingual-English/Spanis..., Customer Service, Marketing Research, Highly detail oriented, Microsoft Office, Social Media Marketing, Social Marketing, Sales Management, Contract Negotiation, Sales, New Business Development, Social Media, Market Research, Marketing, Social Networking, PowerPoint, Retail, Spanish, Facebook, Process Scheduler, Selling, Leadership
Education
Baylor University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Business Administration
Charles Schwab July 2015 - Present
Interceramic Tile and Stone Gallery January 2014 - July 2015
GC Experts May 2013 - August 2013
British International School Classic August 2012 - December 2012
EXPRESS August 2010 - April 2012
Skills
Bilingual-English/Spanis..., Customer Service, Marketing Research, Highly detail oriented, Microsoft Office, Social Media Marketing, Social Marketing, Sales Management, Contract Negotiation, Sales, New Business Development, Social Media, Market Research, Marketing, Social Networking, PowerPoint, Retail, Spanish, Facebook, Process Scheduler, Selling, Leadership
Education
Baylor University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Business Administration
Anitha Fiest's Charles Schwab Experience December 2004 - October 2008
Job Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Vanguard June 2014 - May 2015
Vanguard September 2012 - June 2014
Charles Schwab December 2004 - October 2008
Skills
Mutual Funds, Series 6, Series 63, Financial Services, Investments, Process Improvement, Banking
Education
Bangalore University
Bachelor's degree
Jyothi Nivas College
Bachelor's degree
TIAA-CREF August 2015 - Present
Vanguard June 2014 - May 2015
Vanguard September 2012 - June 2014
Charles Schwab December 2004 - October 2008
Skills
Mutual Funds, Series 6, Series 63, Financial Services, Investments, Process Improvement, Banking
Education
Bangalore University
Bachelor's degree
Jyothi Nivas College
Bachelor's degree
Mark B. Sullivan's Charles Schwab Experience February 2002 - August 2003
Job Relationship and Sales Executive
Industry Investment Management
Experience
The Bank of New York Mellon September 2006 - June 2014
Financial Research Corp September 2003 - March 2006
Charles Schwab February 2002 - August 2003
PayPal January 1999 - February 2002
Montgomery Asset Management September 1993 - May 1999
The Boston Company Asset Management, LLC 1988 - 1993
Skills
New Business Development, Sales, Business Strategy, Financial Analysis, Fund Accounting, Market Research, Start-ups, Management, Business Development, Product Development, Global Custody, Strategic Partnerships, Banking, Strategy, Finance, Competitive Analysis, Asset Management, Investments, Relationship Management, Financial Services, Mutual Funds, Equities, 401k, Fixed Income
Education
Bentley University
BS, Economics-Finance
Suffolk University
Certified Financial Planning, Financial Planning and Services
The Bank of New York Mellon September 2006 - June 2014
Financial Research Corp September 2003 - March 2006
Charles Schwab February 2002 - August 2003
PayPal January 1999 - February 2002
Montgomery Asset Management September 1993 - May 1999
The Boston Company Asset Management, LLC 1988 - 1993
Skills
New Business Development, Sales, Business Strategy, Financial Analysis, Fund Accounting, Market Research, Start-ups, Management, Business Development, Product Development, Global Custody, Strategic Partnerships, Banking, Strategy, Finance, Competitive Analysis, Asset Management, Investments, Relationship Management, Financial Services, Mutual Funds, Equities, 401k, Fixed Income
Education
Bentley University
BS, Economics-Finance
Suffolk University
Certified Financial Planning, Financial Planning and Services
Janet (Janet Anderson) Malsam's Charles Schwab Experience February 1993 - May 1995
Job Operational Excellence Lead Team FOX
Industry Internet
Experience
LinkedIn March 2012 - Present
Health Endeavors November 2011 - January 2012
Bank of the West July 2010 - November 2011
Common Sense Advisors January 2007 - January 2010
QA3 Financial Group August 2002 - January 2007
GWR Investments, Inc July 2000 - August 2002
Community First Bancshares, Inc June 1995 - April 1999
Charles Schwab February 1993 - May 1995
Ragen MacKenzie July 1991 - February 1993
RBC Wealth Management January 1986 - July 1991
Skills
Customer Service, Team Building, Leadership, Service Quality, Business Development, Sales, Social Media, Marketing, Selling, Analysis, Service Excellence, Coaching, Customer Experience, Customer Retention, Social Media Marketing, Networking, Customer Satisfaction, Compliance, Building Relationships, Cold Calling, Social Networking, Team Leadership, Training, Process Improvement, Customer Engagement, Collaborative Problem..., Leadership, Team..., Team Mentoring, Sales and Business..., Employee Training, Teamwork, Photography, Cupcakes, Animal Welfare, Relationship Building
Education
Bethel University 1984 — 1985
General Arts, Business, and Psychology
Mt. View High School 1981 — 1984
Diploma, General
University of Minnesota
Studies; Psychology
LinkedIn March 2012 - Present
Health Endeavors November 2011 - January 2012
Bank of the West July 2010 - November 2011
Common Sense Advisors January 2007 - January 2010
QA3 Financial Group August 2002 - January 2007
GWR Investments, Inc July 2000 - August 2002
Community First Bancshares, Inc June 1995 - April 1999
Charles Schwab February 1993 - May 1995
Ragen MacKenzie July 1991 - February 1993
RBC Wealth Management January 1986 - July 1991
Skills
Customer Service, Team Building, Leadership, Service Quality, Business Development, Sales, Social Media, Marketing, Selling, Analysis, Service Excellence, Coaching, Customer Experience, Customer Retention, Social Media Marketing, Networking, Customer Satisfaction, Compliance, Building Relationships, Cold Calling, Social Networking, Team Leadership, Training, Process Improvement, Customer Engagement, Collaborative Problem..., Leadership, Team..., Team Mentoring, Sales and Business..., Employee Training, Teamwork, Photography, Cupcakes, Animal Welfare, Relationship Building
Education
Bethel University 1984 — 1985
General Arts, Business, and Psychology
Mt. View High School 1981 — 1984
Diploma, General
University of Minnesota
Studies; Psychology
Sean Maher Sean Maher's Charles Schwab Experience April 2015 - Present
Job Client Service Banker at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2015 - Present
Rockin' Redhead July 2014 - Present
USAA March 2014 - July 2014
TalentWise May 2013 - November 2013
TalentWise October 2012 - April 2013
TalentWise April 2012 - October 2012
Silver Cloud Inn - University District Seattle April 2011 - April 2012
Integrated Performance Optimization December 2009 - March 2011
University VW Audi November 2008 - November 2009
Skills
Customer Service, Account Management, Background Checks, Salesforce.com, Onboarding, Problem Solving, Strategic Thinking, Critical Thinking, Creative Direction, Electronics, Entertainment, Entrepreneurship, Sports, Creative Writing, Management, Call Centers, Microsoft Excel, Market Research, Social Networking, Time Management, Sales, Start-ups, Leadership, Direct Sales, Sales Process, Recruiting, CRM, Cold Calling, Microsoft Office, Social Media, Solution Selling, Microsoft Word, Business Development, PowerPoint, Project Management, Team Building
Education
Washington State University 2007 — 2008
Have not yet graduated, International Business
Bellevue Community College 2004 — 2006
Other, Criminal Justice/Police Science
Issaquah High School 2002 — 2006
High School Diploma, General High School
Charles Schwab April 2015 - Present
Rockin' Redhead July 2014 - Present
USAA March 2014 - July 2014
TalentWise May 2013 - November 2013
TalentWise October 2012 - April 2013
TalentWise April 2012 - October 2012
Silver Cloud Inn - University District Seattle April 2011 - April 2012
Integrated Performance Optimization December 2009 - March 2011
University VW Audi November 2008 - November 2009
Skills
Customer Service, Account Management, Background Checks, Salesforce.com, Onboarding, Problem Solving, Strategic Thinking, Critical Thinking, Creative Direction, Electronics, Entertainment, Entrepreneurship, Sports, Creative Writing, Management, Call Centers, Microsoft Excel, Market Research, Social Networking, Time Management, Sales, Start-ups, Leadership, Direct Sales, Sales Process, Recruiting, CRM, Cold Calling, Microsoft Office, Social Media, Solution Selling, Microsoft Word, Business Development, PowerPoint, Project Management, Team Building
Education
Washington State University 2007 — 2008
Have not yet graduated, International Business
Bellevue Community College 2004 — 2006
Other, Criminal Justice/Police Science
Issaquah High School 2002 — 2006
High School Diploma, General High School
VENESW (Senior ERP/IT Project Manager) VENESW (Senior ERP/IT Project Manager)'s Charles Schwab Experience August 2004 - October 2006
Job (Senior ERP/IT Project Manager)
Industry Computer Software
Experience
Capital One February 2014 - Present
Weyerhaeuser November 2012 - January 2014
Sears Outlet Stores, LLC February 2010 - October 2012
World Fuel Services August 2008 - January 2010
New York Stock Exchange November 2006 - July 2008
Charles Schwab August 2004 - October 2006
3Com March 2003 - July 2004
Motorola Solutions July 2001 - February 2003
Skills
Business Analysis, Requirements Analysis, Help Desk Support, SDLC, Data Warehousing, Vendor Management
Education
Bangalore University
Master of Engineering, Computers
Capital One February 2014 - Present
Weyerhaeuser November 2012 - January 2014
Sears Outlet Stores, LLC February 2010 - October 2012
World Fuel Services August 2008 - January 2010
New York Stock Exchange November 2006 - July 2008
Charles Schwab August 2004 - October 2006
3Com March 2003 - July 2004
Motorola Solutions July 2001 - February 2003
Skills
Business Analysis, Requirements Analysis, Help Desk Support, SDLC, Data Warehousing, Vendor Management
Education
Bangalore University
Master of Engineering, Computers
Sean Cooper's Charles Schwab Experience January 1994 - January 1998
Job Circulation Sales at On the Avenue Mktg/Wall St Journal
Industry Financial Services
Experience
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
On the Avenue Marketing/Wall St Journal 2012 - Present
RW Smith February 2011 - January 2012
John Hancock May 2004 - January 2011
Smith Barney October 2002 - May 2004
FundQuest December 2000 - October 2002
Speedrents.Com December 1999 - November 2000
Bank of America Securities January 1998 - December 1999
Charles Schwab January 1994 - January 1998
Fidelity Investments January 1991 - January 1994
Dale Carnegie Training 1992 - 1994
Skills
Series 7, Series 63, Series 24, Fixed Income, Equities, Trading, Bonds, Insurance, Annuity, FINRA, Options, Customer Relations, Bloomberg, Risk Management, Compliance, Mutual Funds, Capital Markets, Fixed Annuities, Portfolio Management, Financial Risk, Sales, Customer Service, Direct Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2010
MBA, FINANCE
Bentley University
BS, Marketing
Edward Adrion Edward Adrion's Charles Schwab Experience March 1989 - July 1992
Job Associate Director of Trading at Miller/Howard Investments
Industry Financial Services
Experience
Miller/Howard Investments March 2015 - Present
WP Stewart & Co January 2010 - December 2013
Reich & Tang Asset Mgmt/Delafield Fund November 1996 - November 2009
Fiduciary Trust Company Int'l July 1992 - November 1996
Charles Schwab March 1989 - July 1992
Waterhouse Securities 1988 - 1989
Smith Barney 1986 - 1987
Education
Baruch College, City University of New York (CUNY) 1992 — 1998
MBA, Finance & Investments
Pace University 1982 — 1985
BBA, Finance
Bergen Community College 1980 — 1982
Business Administration
Miller/Howard Investments March 2015 - Present
WP Stewart & Co January 2010 - December 2013
Reich & Tang Asset Mgmt/Delafield Fund November 1996 - November 2009
Fiduciary Trust Company Int'l July 1992 - November 1996
Charles Schwab March 1989 - July 1992
Waterhouse Securities 1988 - 1989
Smith Barney 1986 - 1987
Education
Baruch College, City University of New York (CUNY) 1992 — 1998
MBA, Finance & Investments
Pace University 1982 — 1985
BBA, Finance
Bergen Community College 1980 — 1982
Business Administration
Gennady Kaganer Gennady Kaganer's Charles Schwab Experience April 2011 - Present
Job Sr Technical Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2011 - Present
MDC Holdings November 2009 - April 2011
Standard & Poor's, a McGraw-Hill division. May 2002 - November 2009
Vaultus March 2000 - April 2002
RCI December 1998 - February 2000
Skills
SDLC, Quality Center, CMM, Offshore Outsourcing, Agile Methodologies, QTP, Scrum, Quality Assurance, Software Quality..., Test Automation, Requirements Analysis, Testing, Agile Project Management, Test Planning, Software Project..., Web Services, Process Improvement, ERP, Software Development, Agile Testing, IT Management, CRM, Management, Test Management, Vendor Management, CMMI
Education
Regis University 2000 — 2005
MSCIS, IT Mng, OO design
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Economics, Business
Charles Schwab April 2011 - Present
MDC Holdings November 2009 - April 2011
Standard & Poor's, a McGraw-Hill division. May 2002 - November 2009
Vaultus March 2000 - April 2002
RCI December 1998 - February 2000
Skills
SDLC, Quality Center, CMM, Offshore Outsourcing, Agile Methodologies, QTP, Scrum, Quality Assurance, Software Quality..., Test Automation, Requirements Analysis, Testing, Agile Project Management, Test Planning, Software Project..., Web Services, Process Improvement, ERP, Software Development, Agile Testing, IT Management, CRM, Management, Test Management, Vendor Management, CMMI
Education
Regis University 2000 — 2005
MSCIS, IT Mng, OO design
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Economics, Business
Caryn Cafagna Caryn Cafagna's Charles Schwab Experience 2000 - 2004
Job MBA with Experience
Industry Financial Services
Experience
Options Clearing Corp April 2015 - Present
BP March 2012 - March 2015
GE December 2005 - June 2011
COF 2004 - 2005
Charles Schwab 2000 - 2004
Household International 1995 - 1999
Skills
Credit, Risk, Customer Relations, Negotiation, Customer Service, Coaching, Commercial Lending, Credit Risk, Credit Analysis, Risk Management, Loans, Risk Analysis, Process Improvement, Team Management, Analysis, Problem Solving, Customer Satisfaction, Team Building, Change Management, Team Leadership, Supervisory Skills, Mentoring, Financial Risk, Sales Management, Sales, Portfolio Management, Account Management
Education
Benedictine University
BA, Business and Economics (3.8/4.0)
Saint Xavier University
MBA, Management (3.75/4.0)
Options Clearing Corp April 2015 - Present
BP March 2012 - March 2015
GE December 2005 - June 2011
COF 2004 - 2005
Charles Schwab 2000 - 2004
Household International 1995 - 1999
Skills
Credit, Risk, Customer Relations, Negotiation, Customer Service, Coaching, Commercial Lending, Credit Risk, Credit Analysis, Risk Management, Loans, Risk Analysis, Process Improvement, Team Management, Analysis, Problem Solving, Customer Satisfaction, Team Building, Change Management, Team Leadership, Supervisory Skills, Mentoring, Financial Risk, Sales Management, Sales, Portfolio Management, Account Management
Education
Benedictine University
BA, Business and Economics (3.8/4.0)
Saint Xavier University
MBA, Management (3.75/4.0)
Joshua Padilla's Charles Schwab Experience August 2014 - Present
Job Financial Services ProfessionalSchwab Intelligent Portfolios at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
Prudential Financial May 2014 - August 2014
McDonald's Corporation November 2005 - July 2014
Ball State University November 2008 - January 2009
Skills
Customer Relations, Customer Service, Team Leadership, Training, Sales, Management, Analysis, Customer Satisfaction, Public Speaking, Marketing, Time Management, Microsoft Office, CRM, Inventory Management, Leadership, PowerPoint, Microsoft Excel, Social Media, Team Building, Microsoft Word, Data Analysis, Marketing Strategy, Facebook, Social Media Marketing, Employee Training, Financial Analysis, Finance, Investments, Financial Services, Research, Life Insurance, Social Networking, Teamwork, Public Relations
Education
Ball State University - College of Business 2008 — 2013
Bachelor of Science (BS), Economics
Bedford North Lawrence High School 2005 — 2008
High School Degree
Charles Schwab August 2014 - Present
Prudential Financial May 2014 - August 2014
McDonald's Corporation November 2005 - July 2014
Ball State University November 2008 - January 2009
Skills
Customer Relations, Customer Service, Team Leadership, Training, Sales, Management, Analysis, Customer Satisfaction, Public Speaking, Marketing, Time Management, Microsoft Office, CRM, Inventory Management, Leadership, PowerPoint, Microsoft Excel, Social Media, Team Building, Microsoft Word, Data Analysis, Marketing Strategy, Facebook, Social Media Marketing, Employee Training, Financial Analysis, Finance, Investments, Financial Services, Research, Life Insurance, Social Networking, Teamwork, Public Relations
Education
Ball State University - College of Business 2008 — 2013
Bachelor of Science (BS), Economics
Bedford North Lawrence High School 2005 — 2008
High School Degree
Vered Frank's Charles Schwab Experience November 2009 - May 2015
Job Founder/CEO Finciples
Industry Financial Services
Experience
Finciples June 2015 - Present
Charles Schwab November 2009 - May 2015
BNP Paribas March 2008 - January 2009
Credit Agricole October 2006 - November 2007
Citigroup August 2003 - April 2006
Deloitte Consulting November 1998 - May 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance and Financial Management Services
Barnard College 1993 — 1996
BA, Political Science, Political Science and Economics
Finciples June 2015 - Present
Charles Schwab November 2009 - May 2015
BNP Paribas March 2008 - January 2009
Credit Agricole October 2006 - November 2007
Citigroup August 2003 - April 2006
Deloitte Consulting November 1998 - May 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance and Financial Management Services
Barnard College 1993 — 1996
BA, Political Science, Political Science and Economics
Rhett Bratt's Charles Schwab Experience December 2012 - Present
Job Vice President, Client Solutions Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Charles Schwab November 2011 - December 2012
Charles Schwab January 2008 - November 2011
Charles Schwab & Co. May 2004 - December 2007
Charles Schwab & Co. September 1999 - June 2004
Charles Schwab & Co. January 1996 - September 1999
Skills
Finance, Financial Services, Performance Management, Leadership, Business Performance..., Staff Development, Financial Modeling, Strategic Financial..., Financial Analysis, Pricing, Analytics, Corporate Finance, Forecasting, Management, Strategic Planning, Analysis, Financial Reporting, Business Strategy, Cross-functional Team..., Business Intelligence, Marketing Strategy, Business Analysis, Strategy, Business Planning, Integration, Budgets, Communication, Financial Planning
Education
Beloit College 1978 — 1982
BA
Charles Schwab December 2012 - Present
Charles Schwab November 2011 - December 2012
Charles Schwab January 2008 - November 2011
Charles Schwab & Co. May 2004 - December 2007
Charles Schwab & Co. September 1999 - June 2004
Charles Schwab & Co. January 1996 - September 1999
Skills
Finance, Financial Services, Performance Management, Leadership, Business Performance..., Staff Development, Financial Modeling, Strategic Financial..., Financial Analysis, Pricing, Analytics, Corporate Finance, Forecasting, Management, Strategic Planning, Analysis, Financial Reporting, Business Strategy, Cross-functional Team..., Business Intelligence, Marketing Strategy, Business Analysis, Strategy, Business Planning, Integration, Budgets, Communication, Financial Planning
Education
Beloit College 1978 — 1982
BA
Sean Harding's Charles Schwab Experience 1998 - 2006
Job Chief Information Officer
Industry Automotive
Experience
CNA National Warranty Corporation 2015 - Present
Independent Technologies 2008 - 2015
Jawa 2010 - 2011
PayPal 2006 - 2008
Charles Schwab 1998 - 2006
FDR 1993 - 1998
Skills
IT Management, Strategic Planning, Organizational..., Executive Management, Data Center, Vendor Management, IT Strategy, Outsourcing, Program Management, Change Management, Team Leadership, SaaS, Process Improvement, Business Continuity, Project Portfolio..., Disaster Recovery, Operations Management, Contract Negotiations, E-commerce, Team Building, Process Engineering, SOX, Strategy Development, Management Consulting, Payments, Contract Negotiation, Strategy, Leadership, Management, ITIL, Networking, IT Service Management, Enterprise Software, Security, Software Development, Telecommunications
Education
Bellevue University
MBA, Business Administration and Management, General
University of Nebraska at Omaha
BA, International Studies emp. on Trade and Economics, German
CNA National Warranty Corporation 2015 - Present
Independent Technologies 2008 - 2015
Jawa 2010 - 2011
PayPal 2006 - 2008
Charles Schwab 1998 - 2006
FDR 1993 - 1998
Skills
IT Management, Strategic Planning, Organizational..., Executive Management, Data Center, Vendor Management, IT Strategy, Outsourcing, Program Management, Change Management, Team Leadership, SaaS, Process Improvement, Business Continuity, Project Portfolio..., Disaster Recovery, Operations Management, Contract Negotiations, E-commerce, Team Building, Process Engineering, SOX, Strategy Development, Management Consulting, Payments, Contract Negotiation, Strategy, Leadership, Management, ITIL, Networking, IT Service Management, Enterprise Software, Security, Software Development, Telecommunications
Education
Bellevue University
MBA, Business Administration and Management, General
University of Nebraska at Omaha
BA, International Studies emp. on Trade and Economics, German
Dennis Howard's Charles Schwab Experience October 2014 - Present
Job
Industry Information Technology and Services
Experience
Charles Schwab October 2014 - Present
Education
Baylor University
Master's
The University of Texas Health Science Center at San Antonio
Post Grad Research
The University of Texas at San Antonio
Bachelor of Arts
Charles Schwab October 2014 - Present
Education
Baylor University
Master's
The University of Texas Health Science Center at San Antonio
Post Grad Research
The University of Texas at San Antonio
Bachelor of Arts
Jennifer Kaufman's Charles Schwab Experience May 2013 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
KPMG October 2006 - 2013
Goldman Sachs December 2006 - May 2011
Bear Stearns October 2005 - April 2006
FX Solutions, LLC March 2003 - October 2005
DPM Mellon 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Risk Management, Currency, FX Spot, FX Operations, Trade Operations, Currency Futures, Separately Managed..., Performance Measurement, Performance Attribution, Investment Management, Financial Services, Mutual Funds, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance & International Business
Seton Hall University 1997 — 2001
Bachelor of Science (BSc), Economics
Pope John XXIII 1990 — 1994
Charles Schwab May 2013 - Present
KPMG October 2006 - 2013
Goldman Sachs December 2006 - May 2011
Bear Stearns October 2005 - April 2006
FX Solutions, LLC March 2003 - October 2005
DPM Mellon 2001 - 2003
Charles Schwab 1999 - 2001
Skills
Risk Management, Currency, FX Spot, FX Operations, Trade Operations, Currency Futures, Separately Managed..., Performance Measurement, Performance Attribution, Investment Management, Financial Services, Mutual Funds, Foreign Exchange
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
MBA, Finance & International Business
Seton Hall University 1997 — 2001
Bachelor of Science (BSc), Economics
Pope John XXIII 1990 — 1994
Freddy Edgerton's Charles Schwab Experience 1991 - 2002
Job VP Compliance Officer at Morgan Keegan & Co., Inc.
Industry Investment Management
Experience
Morgan Keegan & Co., Inc. September 2004 - Present
Charles Schwab 1991 - 2002
Education
University of Alabama at Birmingham 1980 — 1982
BA, Philosophy
Belhaven University 1974 — 1978
BA, Bible
Morgan Keegan & Co., Inc. September 2004 - Present
Charles Schwab 1991 - 2002
Education
University of Alabama at Birmingham 1980 — 1982
BA, Philosophy
Belhaven University 1974 — 1978
BA, Bible
Ivan Ullmann's Charles Schwab Experience March 2014 - Present
Job Technical Lead Sr. Engineer at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab April 2013 - Present
Cable One April 2012 - April 2013
Pearson Education November 2010 - April 2012
First Data Voice Services January 2002 - November 2010
First Data Voice Services April 2001 - January 2002
Aurstaff at First Data Voice Services April 2001 - January 2002
Columbus Federal Savings Bank August 1999 - April 2001
Industrial Engineering Company January 1999 - August 1999
Skills
Genesys, Call Routing, IVR, TTS, CTI, ACD, Speech Analytics, Voice User Interface..., Speech Recognition, IIS, Tomcat, Terminal Server, Windows Server 2003, genesys framework
Education
Central Community College - Platte Campus 1995 — 1996
Bellevue University
Computer Science Degree
Charles Schwab March 2014 - Present
Charles Schwab April 2013 - Present
Cable One April 2012 - April 2013
Pearson Education November 2010 - April 2012
First Data Voice Services January 2002 - November 2010
First Data Voice Services April 2001 - January 2002
Aurstaff at First Data Voice Services April 2001 - January 2002
Columbus Federal Savings Bank August 1999 - April 2001
Industrial Engineering Company January 1999 - August 1999
Skills
Genesys, Call Routing, IVR, TTS, CTI, ACD, Speech Analytics, Voice User Interface..., Speech Recognition, IIS, Tomcat, Terminal Server, Windows Server 2003, genesys framework
Education
Central Community College - Platte Campus 1995 — 1996
Bellevue University
Computer Science Degree
Kenneth Fiorella's Charles Schwab Experience January 2005 - September 2009
Job Senior Data Consultant at The Permanente Medical Group at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente October 2011 - Present
Wells Fargo Bank June 2010 - September 2011
Charles Schwab January 2005 - September 2009
Charles Schwab January 2004 - September 2009
Charles Schwab January 2001 - January 2004
Charles Schwab January 1997 - January 2001
Charles Schwab August 1991 - January 1997
Education
Baruch College, City University of New York (CUNY)
MS, Computer Science
Kaiser Permanente October 2011 - Present
Wells Fargo Bank June 2010 - September 2011
Charles Schwab January 2005 - September 2009
Charles Schwab January 2004 - September 2009
Charles Schwab January 2001 - January 2004
Charles Schwab January 1997 - January 2001
Charles Schwab August 1991 - January 1997
Education
Baruch College, City University of New York (CUNY)
MS, Computer Science
Janice McGee's Charles Schwab Experience January 2004 - June 2014
Job Director of Human Resources at E*TRADE Financial Corporation
Industry Human Resources
Experience
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab January 2004 - June 2014
SoundView Technology Group October 2002 - January 2004
Mentor Communications Group September 2000 - October 2002
GE Capital July 1998 - September 2000
Skills
Employee Relations, Management, Mergers & Acquisitions, Talent Management, Deferred Compensation, Employee Engagement, Human Resources, Customer Service, Onboarding, Strategy, Performance Management, Succession Planning, Financial Services, Leadership, Project Management, Change Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D.
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance and International Business
Rachel L. Carson Intermediate School
E*TRADE Financial Corporation June 2014 - Present
Charles Schwab January 2004 - June 2014
SoundView Technology Group October 2002 - January 2004
Mentor Communications Group September 2000 - October 2002
GE Capital July 1998 - September 2000
Skills
Employee Relations, Management, Mergers & Acquisitions, Talent Management, Deferred Compensation, Employee Engagement, Human Resources, Customer Service, Onboarding, Strategy, Performance Management, Succession Planning, Financial Services, Leadership, Project Management, Change Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1985 — 1988
J.D.
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance and International Business
Rachel L. Carson Intermediate School
Tom McCasland's Charles Schwab Experience August 2000 - September 2001
Job Candidate for Houston City Council AtLarge #1
Industry Public Policy
Experience
City of Houston March 2015 - Present
Harris County Housing Authority March 2012 - August 2015
Houston Parks Board July 2011 - March 2012
Utility Line Hike & Bike Trails Campaign January 2011 - July 2011
Bill White for Texas Campaign January 2010 - November 2010
Vinson and Elkins September 2006 - May 2010
Center for American Progress June 2005 - August 2005
The Princeton Review September 2001 - August 2003
Charles Schwab August 2000 - September 2001
Baylor University September 1997 - August 2000
Skills
Policy, Legal Research, Public Policy, Litigation, Research, Community Outreach, Political Campaigns, Legal Writing, Nonprofits, Grants, Government, Affordable Housing, Public Speaking, Bicycle Planning, Pedestrian Planning, Pedestrian Safety, Urban Planning, Policy Analysis, Community Development, Fundraising
Education
Yale Law School 2003 — 2006
J.D.
Baylor University 1996 — 1997
M.A., Philosophy
Hillsdale College 1995 — 1995
Philosophy
Hobe Sound Bible College 1991 — 1995
Bachelor of Arts (B.A.)
City of Houston March 2015 - Present
Harris County Housing Authority March 2012 - August 2015
Houston Parks Board July 2011 - March 2012
Utility Line Hike & Bike Trails Campaign January 2011 - July 2011
Bill White for Texas Campaign January 2010 - November 2010
Vinson and Elkins September 2006 - May 2010
Center for American Progress June 2005 - August 2005
The Princeton Review September 2001 - August 2003
Charles Schwab August 2000 - September 2001
Baylor University September 1997 - August 2000
Skills
Policy, Legal Research, Public Policy, Litigation, Research, Community Outreach, Political Campaigns, Legal Writing, Nonprofits, Grants, Government, Affordable Housing, Public Speaking, Bicycle Planning, Pedestrian Planning, Pedestrian Safety, Urban Planning, Policy Analysis, Community Development, Fundraising
Education
Yale Law School 2003 — 2006
J.D.
Baylor University 1996 — 1997
M.A., Philosophy
Hillsdale College 1995 — 1995
Philosophy
Hobe Sound Bible College 1991 — 1995
Bachelor of Arts (B.A.)
Hope Edwards Newsome's Charles Schwab Experience July 1999 - July 2001
Job Assistant General Counsel and Chief Compliance Officer at Triloma
Industry Investment Management
Experience
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Triloma April 2015 - Present
The Newport Group February 2011 - March 2015
AXA Advisors April 2008 - March 2011
International Assets Advisory February 2004 - April 2008
Charles Schwab July 1999 - July 2001
Skills
Securities Regulation, Corporate Governance, Due Diligence, Financial Services, AML, Broker-Dealer, Risk Management, Insurance, Series 7, Series 66, Series 24, Series 53, 401k
Education
Barry University - Dwayne O. Andreas School of Law 2002 — 2006
Spelman College 1995 — 1999
BA, Political Science
Jason Randlett's Charles Schwab Experience November 2009 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2009 - Present
Education
Bentley University 1990 — 1994
Charles Schwab November 2009 - Present
Education
Bentley University 1990 — 1994
Hong Jones's Charles Schwab Experience February 2008 - December 2013
Job Application Architect at General Motors
Industry Computer Software
Experience
General Motors January 2014 - Present
Charles Schwab February 2008 - December 2013
Emerson Process Management July 2001 - February 2008
Skills
C#, Software Architect, GUI
Education
Texas A&M University 1998 — 2001
Master, Computer Science
China Agricultural University 1995 — 1997
Master, Post Harvest Physiology
Beihang University 1990 — 1994
Beijing Univiersity of Aeronaustics and Astronaustics 1990 — 1994
Bachelor, Business Management
General Motors January 2014 - Present
Charles Schwab February 2008 - December 2013
Emerson Process Management July 2001 - February 2008
Skills
C#, Software Architect, GUI
Education
Texas A&M University 1998 — 2001
Master, Computer Science
China Agricultural University 1995 — 1997
Master, Post Harvest Physiology
Beihang University 1990 — 1994
Beijing Univiersity of Aeronaustics and Astronaustics 1990 — 1994
Bachelor, Business Management
Matt Birnie's Charles Schwab Experience May 2013 - Present
Job Sr Staff Info Sys Engineer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2013 - Present
Charles Schwab July 2012 - May 2013
Mid-Continent Technologies February 2012 - May 2013
First Data Corporation June 2007 - July 2012
Trans World Radio May 2005 - July 2006
Skills
Active Directory, Network Engineering, Network Administration, Troubleshooting, Microsoft Exchange, SQL, Security, Storage Area Networks, VMware, Network Design, Windows Server, Servers, VMware ESX, Networking, VMware Infrastructure, Disaster Recovery, Data Center, Hardware, Infrastructure, Enterprise Software, Integration, Windows, Testing
Education
Bellevue University 2010 — 2012
Bachelors, Network Administration
Wyoming Technical Institute 2001 — 2002
Associate's degree, Information Technology
Charles Schwab May 2013 - Present
Charles Schwab July 2012 - May 2013
Mid-Continent Technologies February 2012 - May 2013
First Data Corporation June 2007 - July 2012
Trans World Radio May 2005 - July 2006
Skills
Active Directory, Network Engineering, Network Administration, Troubleshooting, Microsoft Exchange, SQL, Security, Storage Area Networks, VMware, Network Design, Windows Server, Servers, VMware ESX, Networking, VMware Infrastructure, Disaster Recovery, Data Center, Hardware, Infrastructure, Enterprise Software, Integration, Windows, Testing
Education
Bellevue University 2010 — 2012
Bachelors, Network Administration
Wyoming Technical Institute 2001 — 2002
Associate's degree, Information Technology
Andrew Purvis's Charles Schwab Experience February 2012 - January 2015
Job *
Industry Financial Services
Experience
Charles Schwab February 2012 - January 2015
Charles Schwab March 2008 - February 2012
Cerritos College 2002 - 2006
Skills
Asset Allocation, Asset Management, Budgets, Customer Service, FINRA, Finance, Financial Planning, Financial Services, Investment Advisory, Investment Strategies, Investments, Management, Microsoft Office, Mutual Funds, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Claremont Graduate University 1998 — 2002
MA, English Language and Literature
Western Washington University 1993 — 1995
BA, English
Bellevue College 1987 — 1992
AA, General Studies
Charles Schwab February 2012 - January 2015
Charles Schwab March 2008 - February 2012
Cerritos College 2002 - 2006
Skills
Asset Allocation, Asset Management, Budgets, Customer Service, FINRA, Finance, Financial Planning, Financial Services, Investment Advisory, Investment Strategies, Investments, Management, Microsoft Office, Mutual Funds, Portfolio Management, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Wealth Management
Education
Claremont Graduate University 1998 — 2002
MA, English Language and Literature
Western Washington University 1993 — 1995
BA, English
Bellevue College 1987 — 1992
AA, General Studies
Kiko Asmerom's Charles Schwab Experience March 2007 - March 2008
Job
Industry Marketing and Advertising
Experience
MRM McCann July 2013 - Present
Greater Than One March 2012 - April 2013
Eveo March 2008 - May 2011
Charles Schwab March 2007 - March 2008
Skills
Media Relations, Digital Marketing, Project Management, MS Project, Interactive Projects, Email Marketing, Digital Strategy, Integrated Marketing, Marketing, Interactive Marketing, Marketing Strategy, Online Advertising, Program Management, Strategy
Education
Barnard College 1993 — 1997
Bachelor of Arts (B.A.), Pan African Studies
MRM McCann July 2013 - Present
Greater Than One March 2012 - April 2013
Eveo March 2008 - May 2011
Charles Schwab March 2007 - March 2008
Skills
Media Relations, Digital Marketing, Project Management, MS Project, Interactive Projects, Email Marketing, Digital Strategy, Integrated Marketing, Marketing, Interactive Marketing, Marketing Strategy, Online Advertising, Program Management, Strategy
Education
Barnard College 1993 — 1997
Bachelor of Arts (B.A.), Pan African Studies
Peter Razukas's Charles Schwab Experience 2008 - 2008
Job Product Marketing Manager Dolby Labs Home Theatre Group
Industry Consumer Electronics
Experience
Dolby Laboratories March 2009 - Present
Calypso Technology March 2008 - March 2009
Charles Schwab 2008 - 2008
New York Life July 2004 - December 2007
Oyster Bay Pump Works 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2007
None, Graduate Coursework
Bucknell University 1997 — 2001
Dolby Laboratories March 2009 - Present
Calypso Technology March 2008 - March 2009
Charles Schwab 2008 - 2008
New York Life July 2004 - December 2007
Oyster Bay Pump Works 2000 - 2004
Education
Baruch College, City University of New York (CUNY) 2007 — 2007
None, Graduate Coursework
Bucknell University 1997 — 2001
Boris Chernyak's Charles Schwab Experience April 2004 - Present
Job Actuary at Charles Schwab
Industry Accounting
Experience
Charles Schwab April 2004 - Present
Mercer June 1996 - April 2004
Skills
Defined Benefit, Enrolled Actuary, Individual Pension Plans, Cash Balance, Pensions, 401k, Actuarial Science, Retirement Plan..., Retirement, ERISA, Accounting, Pension Administration, Employee Benefits
Education
Bauman Moscow State Technical University 1983 — 1989
MS, Engineering
Charles Schwab April 2004 - Present
Mercer June 1996 - April 2004
Skills
Defined Benefit, Enrolled Actuary, Individual Pension Plans, Cash Balance, Pensions, 401k, Actuarial Science, Retirement Plan..., Retirement, ERISA, Accounting, Pension Administration, Employee Benefits
Education
Bauman Moscow State Technical University 1983 — 1989
MS, Engineering
Daryl Clinger's Charles Schwab Experience September 1999 - Present
Job Program Manager
Industry E-Learning
Experience
Charles Schwab September 1999 - Present
charles schwab 1999 - 2008
Skills
Knowledge Management, Training, Requirements Analysis, Change Management, Troubleshooting, Instructional Design, Requirements Gathering, Agile Methodologies, Project Management, SharePoint, Technical Writing, Windows, Customer Service, Software Documentation, Visio, Business Analysis, Management, Process Improvement, Vendor Management
Education
Baylor University 1977 — 1980
Bachelor of Music Education, Music
Charles Schwab September 1999 - Present
charles schwab 1999 - 2008
Skills
Knowledge Management, Training, Requirements Analysis, Change Management, Troubleshooting, Instructional Design, Requirements Gathering, Agile Methodologies, Project Management, SharePoint, Technical Writing, Windows, Customer Service, Software Documentation, Visio, Business Analysis, Management, Process Improvement, Vendor Management
Education
Baylor University 1977 — 1980
Bachelor of Music Education, Music
Pushpa Babu's Charles Schwab Experience February 2012 - Present
Job
Industry Computer Software
Experience
Charles Schwab February 2012 - Present
Agora Group Inc. February 2011 - Present
Bank of America February 2011 - August 2011
Wells Fargo Institutional Retirement and Services 2011 - 2011
BCBS of Tennessee April 2010 - May 2010
Pegasystems Inc September 2007 - May 2010
New York Life Long-Term Care July 2009 - September 2009
Kaiser Permanente IT 2008 - 2009
NYS Office of Children and Family Services 2006 - 2007
HSBC, HDPI (India) March 2004 - February 2006
Skills
Agile Project Management, Agile, Scrum, Iterative, Pega PRPC, Agile Methodologies, Requirements Analysis, Software Requirements, Software Documentation, Business Process..., Pegasystems PRPC, Training, Distributed Team..., Teamwork, Best Practices, Mentoring, Business Requirements, Business Process..., Facilitations, Strategy, Business Analysis, Visio, Process Optimization, Business Process..., Business Process Design, Quality Assurance
Education
Bangalore University
MBA
Bangalore University
B.Com
Charles Schwab February 2012 - Present
Agora Group Inc. February 2011 - Present
Bank of America February 2011 - August 2011
Wells Fargo Institutional Retirement and Services 2011 - 2011
BCBS of Tennessee April 2010 - May 2010
Pegasystems Inc September 2007 - May 2010
New York Life Long-Term Care July 2009 - September 2009
Kaiser Permanente IT 2008 - 2009
NYS Office of Children and Family Services 2006 - 2007
HSBC, HDPI (India) March 2004 - February 2006
Skills
Agile Project Management, Agile, Scrum, Iterative, Pega PRPC, Agile Methodologies, Requirements Analysis, Software Requirements, Software Documentation, Business Process..., Pegasystems PRPC, Training, Distributed Team..., Teamwork, Best Practices, Mentoring, Business Requirements, Business Process..., Facilitations, Strategy, Business Analysis, Visio, Process Optimization, Business Process..., Business Process Design, Quality Assurance
Education
Bangalore University
MBA
Bangalore University
B.Com
Jesse Parroco's Charles Schwab Experience March 2008 - May 2012
Job Information Systems Engineer at Charles Schwab
Industry Financial Services
Experience
Citi May 2012 - Present
Charles Schwab March 2008 - May 2012
Charles Schwab May 2005 - March 2008
Deutsche Bank September 2004 - December 2004
Citigroup (Smith Barney) June 2004 - August 2004
Spear, Leeds & Kellogg October 1999 - August 2002
Skills
Blackberry Enterprise..., Citrix, Microsoft Exchange, XP, Disaster Recovery, System Deployment, System Administration, Project Management, Servers, Cisco Technologies, Windows XP, Windows, Help Desk Support, Technical Support, Infrastructure
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Information Systems
New York University 1994 — 1999
BA, Computer Science
Citi May 2012 - Present
Charles Schwab March 2008 - May 2012
Charles Schwab May 2005 - March 2008
Deutsche Bank September 2004 - December 2004
Citigroup (Smith Barney) June 2004 - August 2004
Spear, Leeds & Kellogg October 1999 - August 2002
Skills
Blackberry Enterprise..., Citrix, Microsoft Exchange, XP, Disaster Recovery, System Deployment, System Administration, Project Management, Servers, Cisco Technologies, Windows XP, Windows, Help Desk Support, Technical Support, Infrastructure
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Information Systems
New York University 1994 — 1999
BA, Computer Science
Charlie Kirschner, AIF®'s Charles Schwab Experience January 2014 - May 2015
Job
Industry Financial Services
Experience
FPS Trust Company, LLC May 2015 - Present
Charles Schwab January 2014 - May 2015
Charles Schwab February 2013 - January 2014
Broadridge Financial Solutions, Inc. January 2011 - February 2013
MG Trust Company, LLC March 2007 - January 2011
MG Trust Company, LLC January 2006 - March 2007
Founders Asset Management August 2003 - January 2006
Founders Asset Management August 2003 - January 2006
Founders Asset Management July 2002 - August 2003
Founders Asset Management October 2000 - July 2002
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Securities, Management, Fund Accounting, Equities, Valuation, Leadership, Process Improvement, Risk Management, Product Management, Operations Management, Strategy, Trust, Corporate Trust, Qualified Retirement..., Outsourcing, IRAs, Relationship Management, Regulatory Affairs, Project Management, Team Leadership, Asset Management, Account Reconciliation, Retirement, Fund Administration, Corporate Actions, ETFs, Business Process..., Settlement, Business Analysis, Alternative Investments, 401k, Finance, Vendor Management, Analysis, Software Documentation, Business Process, Fund Of Funds, Business Requirements, Coaching
Education
Beloit College 1986 — 1990
BA, Literature and Creative Writing
Cannon Financial
Trust I, Trust II
FPS Trust Company, LLC May 2015 - Present
Charles Schwab January 2014 - May 2015
Charles Schwab February 2013 - January 2014
Broadridge Financial Solutions, Inc. January 2011 - February 2013
MG Trust Company, LLC March 2007 - January 2011
MG Trust Company, LLC January 2006 - March 2007
Founders Asset Management August 2003 - January 2006
Founders Asset Management August 2003 - January 2006
Founders Asset Management July 2002 - August 2003
Founders Asset Management October 2000 - July 2002
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Securities, Management, Fund Accounting, Equities, Valuation, Leadership, Process Improvement, Risk Management, Product Management, Operations Management, Strategy, Trust, Corporate Trust, Qualified Retirement..., Outsourcing, IRAs, Relationship Management, Regulatory Affairs, Project Management, Team Leadership, Asset Management, Account Reconciliation, Retirement, Fund Administration, Corporate Actions, ETFs, Business Process..., Settlement, Business Analysis, Alternative Investments, 401k, Finance, Vendor Management, Analysis, Software Documentation, Business Process, Fund Of Funds, Business Requirements, Coaching
Education
Beloit College 1986 — 1990
BA, Literature and Creative Writing
Cannon Financial
Trust I, Trust II
Trent Rowe's Charles Schwab Experience 1999 - 2004
Job Operations Manager at The Home Depot
Industry Insurance
Experience
The Home Depot January 2010 - Present
Genworth Financial 2008 - 2012
Charles Schwab 1999 - 2004
Education
Ball State University - College of Business
The Home Depot January 2010 - Present
Genworth Financial 2008 - 2012
Charles Schwab 1999 - 2004
Education
Ball State University - College of Business
Venkat R's Charles Schwab Experience 2008 - 2012
Job Senior Software Architect at Equinix | Technologist | Innovation Evangelist
Industry Information Technology and Services
Experience
Equinix June 2014 - Present
Cognizant Technology Solutions November 2012 - June 2014
eBay Inc November 2012 - June 2014
Mphasis May 2008 - October 2012
Charles Schwab 2008 - 2012
iGATE Global Solutions January 2006 - June 2008
Marutham Software June 2005 - January 2006
Skills
Spring, Hibernate, Web Services, PL/SQL, Weblogic, Java Enterprise Edition, Struts, SOA, Oracle, Java, Unix, Agile Methodologies, MongoDB, JavaScript, Data Warehousing, Informatica, ETL, Node.js, SQL, DB2, Solution Architecture, Giga space, Cloudify, SQL query optimization, Functional point..., Web security audit, Jasper Reporting, YUI, Jprofiler, FJ task, Appscan, Rational rose, Splunk, Express framework for..., Redis, Twitter bootstrap, Leap motion, Responsive design, ExpressJS, WEBRTC, Appcelerator, ffmpg, AR drone, Red5, Performance..., AngularJS, Mobile Applications..., jQuery Mobile, Software Cost Estimation, Software Architectural...
Education
Bharathidasan University
Master of Business Administration (MBA), IT and project management
kongu engineering collage
Master of Science (MSc), Software Engineering
Equinix June 2014 - Present
Cognizant Technology Solutions November 2012 - June 2014
eBay Inc November 2012 - June 2014
Mphasis May 2008 - October 2012
Charles Schwab 2008 - 2012
iGATE Global Solutions January 2006 - June 2008
Marutham Software June 2005 - January 2006
Skills
Spring, Hibernate, Web Services, PL/SQL, Weblogic, Java Enterprise Edition, Struts, SOA, Oracle, Java, Unix, Agile Methodologies, MongoDB, JavaScript, Data Warehousing, Informatica, ETL, Node.js, SQL, DB2, Solution Architecture, Giga space, Cloudify, SQL query optimization, Functional point..., Web security audit, Jasper Reporting, YUI, Jprofiler, FJ task, Appscan, Rational rose, Splunk, Express framework for..., Redis, Twitter bootstrap, Leap motion, Responsive design, ExpressJS, WEBRTC, Appcelerator, ffmpg, AR drone, Red5, Performance..., AngularJS, Mobile Applications..., jQuery Mobile, Software Cost Estimation, Software Architectural...
Education
Bharathidasan University
Master of Business Administration (MBA), IT and project management
kongu engineering collage
Master of Science (MSc), Software Engineering
Jeremy Ballard's Charles Schwab Experience January 2001 - July 2001
Job Manager at The Hartford
Industry Insurance
Experience
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
The Hartford September 2013 - Present
The Hartford September 2005 - September 2013
Huntington Asset Services July 2001 - September 2005
Charles Schwab January 2001 - July 2001
Merrill Lynch 2000 - 2000
College baseball 1996 - 2000
Skills
Securities, Mutual Funds, Insurance, Risk Management, Customer Service, Employee Benefits, Property & Casualty..., Financial Analysis, Underwriting, Management, Process Improvement, Leadership, Investments, Sales
Education
Ball State University - College of Business 2008 — 2011
MBA, Finance
Purdue University - Krannert School of Management 1997 — 2000
BS, Business Management
Katherine Hermann's Charles Schwab Experience 2011 - 2012
Job Instructional Systems Design / Independent ELearning Professional
Industry Information Technology and Services
Experience
Charles Schwab 2011 - 2012
Charles Schwab / TEK Systems 2010 - 2011
DIRECTV September 2009 - January 2010
freelance July 2009 - July 2009
Air Methods April 2007 - August 2008
Air Methods April 2007 - August 2008
Florida State University May 2006 - August 2006
Miami Museum of Science and Planetarium August 2004 - December 2004
Cordis August 2000 - April 2002
Cordis January 2000 - August 2000
Skills
Instructional Design, Technical Training, Captivate, Training, Team Building, Needs Analysis, E-Learning, ADDIE, Learning Management..., Software Documentation, Analysis, Project Management, Technical Writing, Instructor-led Training
Education
Florida State University 2005 — 2006
MS
University of Central Florida 2004 — 2004
Graduate Certificate
Barry University 2002 — 2003
Post-Baccalaureate Certificate
Florida International University 1991 — 1994
BA
Charles Schwab 2011 - 2012
Charles Schwab / TEK Systems 2010 - 2011
DIRECTV September 2009 - January 2010
freelance July 2009 - July 2009
Air Methods April 2007 - August 2008
Air Methods April 2007 - August 2008
Florida State University May 2006 - August 2006
Miami Museum of Science and Planetarium August 2004 - December 2004
Cordis August 2000 - April 2002
Cordis January 2000 - August 2000
Skills
Instructional Design, Technical Training, Captivate, Training, Team Building, Needs Analysis, E-Learning, ADDIE, Learning Management..., Software Documentation, Analysis, Project Management, Technical Writing, Instructor-led Training
Education
Florida State University 2005 — 2006
MS
University of Central Florida 2004 — 2004
Graduate Certificate
Barry University 2002 — 2003
Post-Baccalaureate Certificate
Florida International University 1991 — 1994
BA
Kira Hatem's Charles Schwab Experience March 1998 - July 2007
Job Independent Market Research Professional
Industry Market Research
Experience
Charles Schwab March 1998 - July 2007
Abt Associates 1995 - 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MS, Business Economics
University of Massachusetts Dartmouth 1985 — 1989
BS, Marketing
Charles Schwab March 1998 - July 2007
Abt Associates 1995 - 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MS, Business Economics
University of Massachusetts Dartmouth 1985 — 1989
BS, Marketing
Gee Kin Chou's Charles Schwab Experience September 1993 - October 2001
Job Independent Consultant, former CTO Oakland Unified School District
Industry Education Management
Experience
Independent consultant September 2013 - Present
Oakland Unified School District May 2010 - April 2013
ViKiwi March 2003 - April 2010
Pasadena Unified School District April 2009 - August 2009
Oakland Unified School District August 2007 - April 2008
Charles Schwab September 1993 - October 2001
Raychem July 1983 - August 1993
Harris & Sutherland October 1979 - August 1981
Mitchell MacFarlane Brentnall and Partners August 1977 - October 1979
MacDonald Barnett Partners November 1972 - October 1974
Skills
Technology Integration, Staff Development, Instructional Design, Program Management, Strategic Planning, Educational Technology, Research, Marketing, Information Technology, Data Analysis, Data Warehousing, Performance Management, Business Process...
Education
Harvard Business School 1981 — 1983
MBA, Business management
Tsinghua University 1975 — 1977
Hydraulic Engineering
Beijing Language and Culture University 1974 — 1975
Chinese Language
University of Auckland 1972 — 1974
Chinese Language
University of Canterbury 1969 — 1971
Bachelor of Engineering (1st class honors), Civil Engineering
Independent consultant September 2013 - Present
Oakland Unified School District May 2010 - April 2013
ViKiwi March 2003 - April 2010
Pasadena Unified School District April 2009 - August 2009
Oakland Unified School District August 2007 - April 2008
Charles Schwab September 1993 - October 2001
Raychem July 1983 - August 1993
Harris & Sutherland October 1979 - August 1981
Mitchell MacFarlane Brentnall and Partners August 1977 - October 1979
MacDonald Barnett Partners November 1972 - October 1974
Skills
Technology Integration, Staff Development, Instructional Design, Program Management, Strategic Planning, Educational Technology, Research, Marketing, Information Technology, Data Analysis, Data Warehousing, Performance Management, Business Process...
Education
Harvard Business School 1981 — 1983
MBA, Business management
Tsinghua University 1975 — 1977
Hydraulic Engineering
Beijing Language and Culture University 1974 — 1975
Chinese Language
University of Auckland 1972 — 1974
Chinese Language
University of Canterbury 1969 — 1971
Bachelor of Engineering (1st class honors), Civil Engineering
Renee Rupley's Charles Schwab Experience November 1995 - March 1997
Job Vice President, Greenfield Banking Company
Industry Banking
Experience
Greenfield Banking Company March 1997 - Present
Hancock Regional Hospital Foundation January 2004 - December 2012
Charles Schwab November 1995 - March 1997
Citizens Bank/Key Bank 1993 - 1995
Colonial Central Savings Bank 1988 - 1993
Skills
Banking, Customer Service, Strategic Planning, Marketing Strategy, Marketing Communications, Loans, Marketing, Budgets, Retail Banking, Microsoft Office, Management, Team Leadership, New Business Development, Business Development, Team Building, Leadership
Education
Ball State University - College of Business 1978 — 1982
BS, Marketing
Madison Heights HS 1974 — 1977
Graduate, College Prep
Greenfield Banking Company March 1997 - Present
Hancock Regional Hospital Foundation January 2004 - December 2012
Charles Schwab November 1995 - March 1997
Citizens Bank/Key Bank 1993 - 1995
Colonial Central Savings Bank 1988 - 1993
Skills
Banking, Customer Service, Strategic Planning, Marketing Strategy, Marketing Communications, Loans, Marketing, Budgets, Retail Banking, Microsoft Office, Management, Team Leadership, New Business Development, Business Development, Team Building, Leadership
Education
Ball State University - College of Business 1978 — 1982
BS, Marketing
Madison Heights HS 1974 — 1977
Graduate, College Prep
Mike Trainor, CFP®'s Charles Schwab Experience April 2009 - July 2011
Job Wealth Manager at USAA
Industry Investment Management
Experience
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
Naveen Mysore's Charles Schwab Experience March 2002 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2002 - Present
Skills
XML, Analysis, .NET, Software Development, SDLC, C#, Business Requirements, IBM Mainframe, Strategy, Systems Analysis, SOA, Software Project..., Enterprise Architecture
Education
University of Phoenix 2009 — 2011
MBA, Global Management
Bangalore University 1988 — 1992
B. E., Electronics and Telecommunications
St. Jospeh's Pre University
Charles Schwab March 2002 - Present
Skills
XML, Analysis, .NET, Software Development, SDLC, C#, Business Requirements, IBM Mainframe, Strategy, Systems Analysis, SOA, Software Project..., Enterprise Architecture
Education
University of Phoenix 2009 — 2011
MBA, Global Management
Bangalore University 1988 — 1992
B. E., Electronics and Telecommunications
St. Jospeh's Pre University
Johnny Gibson, CFA, CMT's Charles Schwab Experience 2000 - 2004
Job Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust December 2004 - Present
Charles Schwab 2000 - 2004
Skills
Chartered Financial..., Asset Allocation, Investments, Investment Advisory, Alternative Investments, Wealth Management, Portfolio Management, Investment Strategies
Education
Ball State University - College of Business 1995 — 1999
B.A., Economics
US Trust December 2004 - Present
Charles Schwab 2000 - 2004
Skills
Chartered Financial..., Asset Allocation, Investments, Investment Advisory, Alternative Investments, Wealth Management, Portfolio Management, Investment Strategies
Education
Ball State University - College of Business 1995 — 1999
B.A., Economics
Mike Hogan's Charles Schwab Experience July 2009 - Present
Job Vice President, Chief Compliance Officer CSIM at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2009 - Present
Wellington Management August 2007 - February 2009
Brown Brothers Harriman September 1985 - July 2007
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Bates College 1981 — 1985
B.A., French
Charles Schwab July 2009 - Present
Wellington Management August 2007 - February 2009
Brown Brothers Harriman September 1985 - July 2007
Education
Suffolk University Law School 1990 — 1994
J.D., Law
Bates College 1981 — 1985
B.A., French
Richard Fletcher's Charles Schwab Experience August 1999 - February 2009
Job Senior Software Engineer at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton December 2013 - Present
Bradford & Galt March 2013 - Present
whatscookingtreasures December 2011 - Present
Kforce March 2010 - Present
Plexis Healthcare Systems November 2009 - December 2012
Steelhead Advertising May 2009 - December 2009
Charles Schwab August 1999 - February 2009
Nia Corp September 1996 - November 1997
Life's a Beach December 1994 - August 1996
Boeing February 1992 - August 1996
Skills
C#, JavaScript, Web Services, Microsoft SQL Server, .NET, Databases, SQL, Software Development, Oracle, Web Applications, MySQL, AJAX, Visual Studio, LINQ, Web Development, Java, SOA, MVC, TFS, Visual Basic, HTML, SSRS, Programming, C++, ASP.NET AJAX, Agile Methodologies, ASP
Education
Barry University - Dwayne O. Andreas School of Law 1984 — 1986
Professional Studies
Computer Science Inst. 1981 — 1982
Computer science
Booz Allen Hamilton December 2013 - Present
Bradford & Galt March 2013 - Present
whatscookingtreasures December 2011 - Present
Kforce March 2010 - Present
Plexis Healthcare Systems November 2009 - December 2012
Steelhead Advertising May 2009 - December 2009
Charles Schwab August 1999 - February 2009
Nia Corp September 1996 - November 1997
Life's a Beach December 1994 - August 1996
Boeing February 1992 - August 1996
Skills
C#, JavaScript, Web Services, Microsoft SQL Server, .NET, Databases, SQL, Software Development, Oracle, Web Applications, MySQL, AJAX, Visual Studio, LINQ, Web Development, Java, SOA, MVC, TFS, Visual Basic, HTML, SSRS, Programming, C++, ASP.NET AJAX, Agile Methodologies, ASP
Education
Barry University - Dwayne O. Andreas School of Law 1984 — 1986
Professional Studies
Computer Science Inst. 1981 — 1982
Computer science
Lloyd Latty's Charles Schwab Experience October 1998 - 2004
Job Development Assistant
Industry Fund-Raising
Experience
University of Minnesota Foundation November 2011 - Present
American Medical Systems January 2007 - March 2009
American Medical Systems April 2005 - January 2007
Charles Schwab October 1998 - 2004
Skills
Salesforce.com, Training, Account Management, Event Management, Management, Razors Edge
Education
Bethel University 2011 — 2014
Bachelor's Degree, Human Services, with honors
University of Minnesota Foundation November 2011 - Present
American Medical Systems January 2007 - March 2009
American Medical Systems April 2005 - January 2007
Charles Schwab October 1998 - 2004
Skills
Salesforce.com, Training, Account Management, Event Management, Management, Razors Edge
Education
Bethel University 2011 — 2014
Bachelor's Degree, Human Services, with honors
Seth Hickle's Charles Schwab Experience April 2010 - Present
Job at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2010 - Present
Lasalle Futures Group July 2009 - May 2010
Education
Ball State University - College of Business 2004 — 2009
Bachelor’s Degree, Finance
Charles Schwab April 2010 - Present
Lasalle Futures Group July 2009 - May 2010
Education
Ball State University - College of Business 2004 — 2009
Bachelor’s Degree, Finance
Mary Ann Nelson's Charles Schwab Experience October 2009 - January 2012
Job Customer Service Representative at US Foods
Industry Food & Beverages
Experience
US Foods February 2014 - Present
Charles Schwab October 2009 - January 2012
Hewlett-Packard October 1993 - May 2009
Skills
Customer Service, Customer Satisfaction, Outlook, Customer Experience, Customer Relations, Sales Support, Telephone Skills, Customer Retention, Data Entry, Documentation, Call Center, Call Centers, Sales Operations, Process Improvement, Team Leadership, Software Documentation, Salesforce.com, Vendor Management, Account Management
Education
Ball State University - College of Business 1988 — 1992
Bachelors, Business
US Foods February 2014 - Present
Charles Schwab October 2009 - January 2012
Hewlett-Packard October 1993 - May 2009
Skills
Customer Service, Customer Satisfaction, Outlook, Customer Experience, Customer Relations, Sales Support, Telephone Skills, Customer Retention, Data Entry, Documentation, Call Center, Call Centers, Sales Operations, Process Improvement, Team Leadership, Software Documentation, Salesforce.com, Vendor Management, Account Management
Education
Ball State University - College of Business 1988 — 1992
Bachelors, Business
Sandra Gullatt's Charles Schwab Experience April 2005 - January 2007
Job Executive Assistant
Industry Human Resources
Experience
QBE the Americas April 2011 - Present
Moet Hennessy USA May 2008 - December 2009
Morgan Stanley July 2007 - April 2008
Charles Schwab April 2005 - January 2007
Skills
Talent Management, Onboarding, Employee Relations, Human Resources, Succession Planning, Employee Engagement, Performance Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Workforce Planning, Project Coordination, Project Management, Proofreading, Promotions, Learning Management, Expense Management, Graphic Design, Training, PeopleSoft, Time Management, Change Management, Training Delivery, SAP, Job Descriptions, Event Planning, Employee Training
Education
Baruch College
Corporate Communications
QBE the Americas April 2011 - Present
Moet Hennessy USA May 2008 - December 2009
Morgan Stanley July 2007 - April 2008
Charles Schwab April 2005 - January 2007
Skills
Talent Management, Onboarding, Employee Relations, Human Resources, Succession Planning, Employee Engagement, Performance Management, Employee Benefits, Talent Acquisition, Applicant Tracking..., Workforce Planning, Project Coordination, Project Management, Proofreading, Promotions, Learning Management, Expense Management, Graphic Design, Training, PeopleSoft, Time Management, Change Management, Training Delivery, SAP, Job Descriptions, Event Planning, Employee Training
Education
Baruch College
Corporate Communications
Gary Tropper's Charles Schwab Experience November 1999 - May 2009
Job Investment Consultant at USAA
Industry Financial Services
Experience
USAA September 2010 - November 2010
Charles Schwab November 1999 - May 2009
Skills
Management, Investments, Financial Services, Series 7, Sales Process, Sales Operations, Portfolio Management, Mutual Funds, Finance, Training
Education
Baruch College, City University of New York (CUNY)
Business Administration & Marketing
USAA September 2010 - November 2010
Charles Schwab November 1999 - May 2009
Skills
Management, Investments, Financial Services, Series 7, Sales Process, Sales Operations, Portfolio Management, Mutual Funds, Finance, Training
Education
Baruch College, City University of New York (CUNY)
Business Administration & Marketing
Erin Green's Charles Schwab Experience August 2009 - April 2010
Job UI Developer
Industry Media Production
Experience
Learning.com April 2011 - June 2011
Unicast May 2010 - January 2011
Springbox April 2010 - May 2010
Charles Schwab August 2009 - April 2010
Walt Disney Internet Group July 2008 - June 2009
World Vision February 2007 - August 2008
Zones November 2006 - December 2006
Systems Engineering Inc. August 2006 - November 2006
Weyerhaeuser March 2006 - August 2006
Dugan Foundation July 2005 - August 2006
Education
Bellevue College
Associates in Arts degree, Web and Multimedia Communications
Defense Language Institute 1996 — 1996
Bellevue College
Certificate, Business Software Specialist
Learning.com April 2011 - June 2011
Unicast May 2010 - January 2011
Springbox April 2010 - May 2010
Charles Schwab August 2009 - April 2010
Walt Disney Internet Group July 2008 - June 2009
World Vision February 2007 - August 2008
Zones November 2006 - December 2006
Systems Engineering Inc. August 2006 - November 2006
Weyerhaeuser March 2006 - August 2006
Dugan Foundation July 2005 - August 2006
Education
Bellevue College
Associates in Arts degree, Web and Multimedia Communications
Defense Language Institute 1996 — 1996
Bellevue College
Certificate, Business Software Specialist
Cory Archbold's Charles Schwab Experience July 1998 - February 2003
Job VP/General Manager at Dry Dock Marine Center
Industry Executive Office
Experience
Dry Dock Marine Center April 2006 - Present
Edward Jones February 2003 - April 2005
Charles Schwab July 1998 - February 2003
Skills
Leadership
Education
Ball State University - College of Business 1993 — 1998
Finance, Corporate, Institutional & Financial planning
Dry Dock Marine Center April 2006 - Present
Edward Jones February 2003 - April 2005
Charles Schwab July 1998 - February 2003
Skills
Leadership
Education
Ball State University - College of Business 1993 — 1998
Finance, Corporate, Institutional & Financial planning
Meena Krishnan's Charles Schwab Experience May 2000 - March 2015
Job Architect/Technical Lead at Macy's
Industry Retail
Experience
Macy's April 2015 - Present
Charles Schwab May 2000 - March 2015
COMSYS January 1997 - June 1999
CTA, Incorporated May 1996 - December 1996
Skills
SOA, Web Services, SDLC, Java, Websphere, Web Applications, Agile Methodologies, Enterprise Architecture, Integration, JDBC, Java Enterprise Edition, Ant, Middleware, Weblogic, Spring, Software Project..., Requirements Analysis, OOAD, REST, Maven, Application Architecture, Hibernate, UML, Oracle
Education
Banasthali Vidyapith 1990 — 1992
M.Sc, computer science
Jai Narain Vyas University 1988 — 1990
Bachelor of Science (B.Sc.), Computer Science
Macy's April 2015 - Present
Charles Schwab May 2000 - March 2015
COMSYS January 1997 - June 1999
CTA, Incorporated May 1996 - December 1996
Skills
SOA, Web Services, SDLC, Java, Websphere, Web Applications, Agile Methodologies, Enterprise Architecture, Integration, JDBC, Java Enterprise Edition, Ant, Middleware, Weblogic, Spring, Software Project..., Requirements Analysis, OOAD, REST, Maven, Application Architecture, Hibernate, UML, Oracle
Education
Banasthali Vidyapith 1990 — 1992
M.Sc, computer science
Jai Narain Vyas University 1988 — 1990
Bachelor of Science (B.Sc.), Computer Science
vijaykumar bandla's Charles Schwab Experience 2007 - 2013
Job System Analyst at Birlasoft
Industry Information Technology and Services
Experience
Birlasoft June 2013 - Present
Birlasoft 2013 - 2014
Birlasoft 2013 - 2014
Birlasoft 2013 - 2014
Wipro Technologies March 2007 - June 2013
Charles Schwab 2007 - 2013
Charles Schwab 2007 - 2013
Charles Schwab 2007 - 2013
Quinnox June 2006 - February 2007
Patni Computer Systems 2004 - 2006
Skills
Retail Banking, Mortgage Lending, Manual Testing, Mainframe Testing, Mobile Testing, Requirements Gathering, Test Planning, Device Anywhere, SQL, VBScript, SOA Testing
Education
Bharathiar University 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Science
Birlasoft June 2013 - Present
Birlasoft 2013 - 2014
Birlasoft 2013 - 2014
Birlasoft 2013 - 2014
Wipro Technologies March 2007 - June 2013
Charles Schwab 2007 - 2013
Charles Schwab 2007 - 2013
Charles Schwab 2007 - 2013
Quinnox June 2006 - February 2007
Patni Computer Systems 2004 - 2006
Skills
Retail Banking, Mortgage Lending, Manual Testing, Mainframe Testing, Mobile Testing, Requirements Gathering, Test Planning, Device Anywhere, SQL, VBScript, SOA Testing
Education
Bharathiar University 1999 — 2002
Master of Computer Applications (M.C.A.), Computer Science
Camay Pascucci's Charles Schwab Experience September 1999 - September 2008
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC February 2014 - Present
Charles Schwab September 1999 - September 2008
Scudder Investments July 1998 - August 1999
Fidelity Investments August 1997 - September 1998
Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
AmplifyRIA, LLC February 2014 - Present
Charles Schwab September 1999 - September 2008
Scudder Investments July 1998 - August 1999
Fidelity Investments August 1997 - September 1998
Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Sam Rayini's Charles Schwab Experience June 2011 - Present
Job Sr Delivery Manager CRM (Siebel and Salesforce.com)
Industry Information Technology and Services
Experience
Charles Schwab June 2011 - Present
Hewlett-Packard April 2000 - May 2011
SE Technologies June 1998 - March 2000
L&T AUDCO August 1995 - May 1998
BEML LIMITED June 1990 - August 1995
Skills
Business Intelligence, Agile Methodologies, Scrum, Salesforce.com, Siebel, Project Management, Global Delivery, Global Application..., ERP Implementations, CRM, ITIL Process...
Education
Bangalore University
Bachelor in Engineering
Charles Schwab June 2011 - Present
Hewlett-Packard April 2000 - May 2011
SE Technologies June 1998 - March 2000
L&T AUDCO August 1995 - May 1998
BEML LIMITED June 1990 - August 1995
Skills
Business Intelligence, Agile Methodologies, Scrum, Salesforce.com, Siebel, Project Management, Global Delivery, Global Application..., ERP Implementations, CRM, ITIL Process...
Education
Bangalore University
Bachelor in Engineering
John Scanlan's Charles Schwab Experience June 2011 - Present
Job Sr. Manager, Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
TIAA-CREF December 2007 - June 2011
Wachovia Securities March 2004 - December 2007
MetLife May 2000 - March 2004
John Hancock May 1999 - May 2000
John Hancock September 1995 - May 1999
Education
Bentley University 1991 — 1995
BS, Marketing
Cardinal Spellman High School 1987 — 1991
Charles Schwab June 2011 - Present
TIAA-CREF December 2007 - June 2011
Wachovia Securities March 2004 - December 2007
MetLife May 2000 - March 2004
John Hancock May 1999 - May 2000
John Hancock September 1995 - May 1999
Education
Bentley University 1991 — 1995
BS, Marketing
Cardinal Spellman High School 1987 — 1991
Amy Erickson's Charles Schwab Experience March 2014 - July 2014
Job Exprienced Systems/Financials Accountant
Industry Real Estate
Experience
Robert Half Management Resources April 2015 - Present
Charles Schwab March 2014 - July 2014
Miller Heiman January 2014 - February 2014
Archstone April 2012 - June 2013
Archstone September 2008 - April 2012
Timothy & Associates, Inc. October 2007 - May 2008
Land Title May 2006 - August 2006
Skills
PeopleSoft, MRI, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Account Reconciliation, Financial Reporting, Training, nVision, QuickBooks, Journal Entries, Auditing, Process Improvement, General Ledger, Accruals, Variance Analysis, Financial Analysis, Customer Service, Finance, Analysis, Financial Statements, Internal Audit, Accounts Payable, GAAP, Query Optimization, Creative Problem Solving, Creation Of Training..., MS Excel Pivot Tables, Report Writing, Accounting Applications, Vlookup
Education
Bethel University 2004 — 2008
Business, Accounting
Bethel University 2004 — 2008
Bachelor of Arts, Business
Robert Half Management Resources April 2015 - Present
Charles Schwab March 2014 - July 2014
Miller Heiman January 2014 - February 2014
Archstone April 2012 - June 2013
Archstone September 2008 - April 2012
Timothy & Associates, Inc. October 2007 - May 2008
Land Title May 2006 - August 2006
Skills
PeopleSoft, MRI, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Account Reconciliation, Financial Reporting, Training, nVision, QuickBooks, Journal Entries, Auditing, Process Improvement, General Ledger, Accruals, Variance Analysis, Financial Analysis, Customer Service, Finance, Analysis, Financial Statements, Internal Audit, Accounts Payable, GAAP, Query Optimization, Creative Problem Solving, Creation Of Training..., MS Excel Pivot Tables, Report Writing, Accounting Applications, Vlookup
Education
Bethel University 2004 — 2008
Business, Accounting
Bethel University 2004 — 2008
Bachelor of Arts, Business
Fatim Klinker's Charles Schwab Experience April 2012 - Present
Job Senior Product Development Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab April 2012 - Present
Comcast September 2010 - May 2012
MyChildDaily.com 2007 - 2010
SoftDesign Services 2006 - 2007
EchoStar Corporation 2000 - 2005
Skills
Agile Methodologies, Integration, Requirements Analysis, Enterprise Architecture, SDLC, Vendor Management, Business Analysis, Requirements Gathering, Software Project..., Agile Project Management, Business Requirements, Process Improvement, Software Development, Systems Analysis, Telecommunications, Visio
Education
Baylor University 1997 — 2000
BBA, Information Systems/Accounting
Charles Schwab April 2012 - Present
Comcast September 2010 - May 2012
MyChildDaily.com 2007 - 2010
SoftDesign Services 2006 - 2007
EchoStar Corporation 2000 - 2005
Skills
Agile Methodologies, Integration, Requirements Analysis, Enterprise Architecture, SDLC, Vendor Management, Business Analysis, Requirements Gathering, Software Project..., Agile Project Management, Business Requirements, Process Improvement, Software Development, Systems Analysis, Telecommunications, Visio
Education
Baylor University 1997 — 2000
BBA, Information Systems/Accounting
Freddy Edgerton's Charles Schwab Experience 1991 - 2001
Job Compliance Officer
Industry Financial Services
Experience
Regional Brokerage Firm Birmingham, AL August 2010 - Present
Regions Morgan Keegan February 2006 - August 2010
Amsouth Investment Services, Inc September 2004 - February 2006
Charles Schwab 1991 - 2001
Skills
Series 7, Series 24, Securities, Banking, Mutual Funds, Insurance, Series 8, Investment Advisory..., Series 65
Education
University of Alabama at Birmingham 1981 — 1983
BA, Philosophy/German
Belhaven University 1974 — 1978
BA, Bible
Dothan High School
Regional Brokerage Firm Birmingham, AL August 2010 - Present
Regions Morgan Keegan February 2006 - August 2010
Amsouth Investment Services, Inc September 2004 - February 2006
Charles Schwab 1991 - 2001
Skills
Series 7, Series 24, Securities, Banking, Mutual Funds, Insurance, Series 8, Investment Advisory..., Series 65
Education
University of Alabama at Birmingham 1981 — 1983
BA, Philosophy/German
Belhaven University 1974 — 1978
BA, Bible
Dothan High School
Manpreet Kang's Charles Schwab Experience November 2006 - May 2008
Job Programmer Analyst Tech Lead
Industry Biotechnology
Experience
Genentech September 2012 - Present
Genentech January 2011 - August 2012
Genentech June 2008 - December 2010
Charles Schwab November 2006 - May 2008
Amgen August 2006 - October 2006
First Franklin - Subsidiary of Merrill Lynch April 2005 - July 2006
Maxtor February 2004 - March 2005
Skills
ETL, Informatica, Data Modeling, PL/SQL, Data Warehousing, Business Intelligence, Databases, Erwin, Oracle, Business Intelligence..., SSIS, Microsoft SQL Server, MySQL, SDLC, Shell Scripting
Education
Bangalore University 1999 — 2001
MCA, Computer
Genentech September 2012 - Present
Genentech January 2011 - August 2012
Genentech June 2008 - December 2010
Charles Schwab November 2006 - May 2008
Amgen August 2006 - October 2006
First Franklin - Subsidiary of Merrill Lynch April 2005 - July 2006
Maxtor February 2004 - March 2005
Skills
ETL, Informatica, Data Modeling, PL/SQL, Data Warehousing, Business Intelligence, Databases, Erwin, Oracle, Business Intelligence..., SSIS, Microsoft SQL Server, MySQL, SDLC, Shell Scripting
Education
Bangalore University 1999 — 2001
MCA, Computer
Kesia Hansen's Charles Schwab Experience November 2008 - August 2010
Job Customer Care Representative at Southwest Airlines
Industry Human Resources
Experience
Southwest Airlines May 2011 - Present
ACS August 2008 - August 2012
Charles Schwab November 2008 - August 2010
Mother Goose Learning Center March 2003 - August 2008
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., HRIS, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, College Recruiting, Talent Management, Human Resources, Performance Management
Education
Bellevue University 2008 — 2011
Master of Business Administration, Human Resource Management
Bellevue University 2004 — 2007
Bachelor of Science, Marketing Management
Southwest Airlines May 2011 - Present
ACS August 2008 - August 2012
Charles Schwab November 2008 - August 2010
Mother Goose Learning Center March 2003 - August 2008
Skills
Onboarding, Talent Acquisition, Applicant Tracking..., HRIS, Recruiting, Employee Relations, Employee Benefits, Benefits Administration, College Recruiting, Talent Management, Human Resources, Performance Management
Education
Bellevue University 2008 — 2011
Master of Business Administration, Human Resource Management
Bellevue University 2004 — 2007
Bachelor of Science, Marketing Management
Joseph Plank's Charles Schwab Experience July 1998 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Western Union October 2007 - Present
Bank of America September 2001 - May 2007
Charles Schwab July 1998 - June 2001
TIAA-CREF February 1998 - July 1998
Fiserv March 1995 - February 1998
Skills
Call Center, Mortgage Lending, Credit Cards, Customer Service, Mutual Funds, Investments, Series 7, Analyst, Mortgage, Retirement Plans..., Trading, Vendor Management, Compliance, Auditing, Training, Mentoring, Mortgage Underwriting, USA PATRIOT Act, Quality Assurance
Education
Benedictine College
Bachelor of Arts, Economics
Western Union October 2007 - Present
Bank of America September 2001 - May 2007
Charles Schwab July 1998 - June 2001
TIAA-CREF February 1998 - July 1998
Fiserv March 1995 - February 1998
Skills
Call Center, Mortgage Lending, Credit Cards, Customer Service, Mutual Funds, Investments, Series 7, Analyst, Mortgage, Retirement Plans..., Trading, Vendor Management, Compliance, Auditing, Training, Mentoring, Mortgage Underwriting, USA PATRIOT Act, Quality Assurance
Education
Benedictine College
Bachelor of Arts, Economics
Biju Sadasivan's Charles Schwab Experience September 2010 - February 2011
Job Senior QA Lead
Industry Retail
Experience
Target November 2011 - April 2012
PNC Financial Services February 2011 - November 2011
Charles Schwab September 2010 - February 2011
Kohl's Department Stores April 2010 - September 2010
Charles Schwab May 2004 - February 2010
Skills
Testing, Quality Assurance, Regression Testing, SharePoint, .NET, Training, SDLC, Requirements Analysis, Quality Center, Agile Methodologies, Test Planning, Test Management, Test Automation, Operating Systems, SQL, Business Analysis, Software Quality..., User Acceptance Testing, System Testing, QTP, Data Warehousing, Software Project..., Test Strategy, Manual Testing, ClearQuest, Test Cases, Defect Tracking, DB2, JIRA, Requirements Gathering, HP Quality Center, HP QTP
Education
Bangalore University 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Science, A
Kerala University 1997 — 2000
Bachelor's degree, Mathematics
Target November 2011 - April 2012
PNC Financial Services February 2011 - November 2011
Charles Schwab September 2010 - February 2011
Kohl's Department Stores April 2010 - September 2010
Charles Schwab May 2004 - February 2010
Skills
Testing, Quality Assurance, Regression Testing, SharePoint, .NET, Training, SDLC, Requirements Analysis, Quality Center, Agile Methodologies, Test Planning, Test Management, Test Automation, Operating Systems, SQL, Business Analysis, Software Quality..., User Acceptance Testing, System Testing, QTP, Data Warehousing, Software Project..., Test Strategy, Manual Testing, ClearQuest, Test Cases, Defect Tracking, DB2, JIRA, Requirements Gathering, HP Quality Center, HP QTP
Education
Bangalore University 2000 — 2003
Master of Computer Applications (M.C.A.), Computer Science, A
Kerala University 1997 — 2000
Bachelor's degree, Mathematics
Aruna Srinivasmurthy's Charles Schwab Experience April 2000 - February 2009
Job Manager at BillMeLater / PayPal / eBay
Industry Information Technology and Services
Experience
BillMeLater / Paypall / Ebay January 2009 - Present
Charles Schwab April 2000 - February 2009
Skills
Data Warehousing, Data Warehouse..., Oracle, Oracle Database, Informatica, ETL Tools, Java, Oracle SQL Developer, Oracle Reports, Oracle Applications, Agile Methodologies, Agile Project Management, Strategic Planning, Teradata, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets, Negotiation, C, SDLC, Databases, Business Intelligence, Requirements Analysis, SQL, Integration
Education
Bharathidasan University 1989 — 1993
•Bachelor of Engineering (Computer Science & Engineering), •Computer Science & Engineering
BillMeLater / Paypall / Ebay January 2009 - Present
Charles Schwab April 2000 - February 2009
Skills
Data Warehousing, Data Warehouse..., Oracle, Oracle Database, Informatica, ETL Tools, Java, Oracle SQL Developer, Oracle Reports, Oracle Applications, Agile Methodologies, Agile Project Management, Strategic Planning, Teradata, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, HTML, Budgets, Negotiation, C, SDLC, Databases, Business Intelligence, Requirements Analysis, SQL, Integration
Education
Bharathidasan University 1989 — 1993
•Bachelor of Engineering (Computer Science & Engineering), •Computer Science & Engineering
Matthew Galletta's Charles Schwab Experience November 1991 - November 1997
Job Head Trader at M.A. Weatherbie & Co., Inc
Industry Investment Management
Experience
M.A. Weatherbie & Co., Inc 1999 - Present
Cabot Money Management 1997 - 1999
Charles Schwab November 1991 - November 1997
Education
Bentley College
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes
M.A. Weatherbie & Co., Inc 1999 - Present
Cabot Money Management 1997 - 1999
Charles Schwab November 1991 - November 1997
Education
Bentley College
Bachelor of Science (BS), Finance, General
Our Lady of Lourdes
Duke Duncan's Charles Schwab Experience June 2013 - August 2013
Job
Industry Venture Capital & Private Equity
Experience
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Standish Management, LLC March 2015 - Present
The Colony Group January 2014 - August 2014
Bentley Investment Group September 2013 - April 2014
Charles Schwab June 2013 - August 2013
Bentley Investment Group September 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, PowerPoint, Financial Analysis
Education
Bentley University 2012 — 2014
Bachelor of Science (BS), Corporate Finance & Accounting
Christiaan (CJ) Keating's Charles Schwab Experience July 2007 - May 2014
Job Sr. Investment Analyst at Anthem
Industry Investment Management
Experience
Anthem, Inc. May 2014 - Present
Charles Schwab July 2007 - May 2014
Indiana State University August 2003 - June 2007
Creighton University August 1999 - July 2003
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Options, Derivatives, Financial Services, ETFs
Education
Creighton University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Bellevue University 2001 — 2003
Masters of Business Administration (MBA), Finance
Anthem, Inc. May 2014 - Present
Charles Schwab July 2007 - May 2014
Indiana State University August 2003 - June 2007
Creighton University August 1999 - July 2003
Skills
Series 7, Series 63, Investments, Mutual Funds, Securities, Options, Derivatives, Financial Services, ETFs
Education
Creighton University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Bellevue University 2001 — 2003
Masters of Business Administration (MBA), Finance
Jorie Doll's Charles Schwab Experience August 2007 - November 2008
Job Financial Analyst
Industry Accounting
Experience
Swift Transportation June 2014 - Present
Club Z! Tutoring May 2012 - Present
Merrill Edge August 2013 - June 2014
Merrill Lynch January 2010 - August 2013
Ivy Tech Community College August 2011 - May 2012
Charles Schwab August 2007 - November 2008
Skills
Stata, Statistics, Limdep, TSP, Investments, Series 7, Financial Services, Forecasting, Economics, Econometrics, Teaching, Valuation, Macroeconomics
Education
Indiana University Indianapolis 2008 — 2011
Master's degree, Economics
Bellarmine University 2003 — 2007
Bachelor's degree, Economics / Mathematics
Swift Transportation June 2014 - Present
Club Z! Tutoring May 2012 - Present
Merrill Edge August 2013 - June 2014
Merrill Lynch January 2010 - August 2013
Ivy Tech Community College August 2011 - May 2012
Charles Schwab August 2007 - November 2008
Skills
Stata, Statistics, Limdep, TSP, Investments, Series 7, Financial Services, Forecasting, Economics, Econometrics, Teaching, Valuation, Macroeconomics
Education
Indiana University Indianapolis 2008 — 2011
Master's degree, Economics
Bellarmine University 2003 — 2007
Bachelor's degree, Economics / Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank