Charles Schwab & Co., Inc.

Industry: Company

Description

Headquarters: San Francisco, CA Customer service: 1 (866) 855-9102 Founded: 1971 Parent organization: Schwab Holdings, Inc. Subsidiaries: Schwab Institutional,

Charles Schwab & Co., Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab & Co., Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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631 Charles Schwab & Co., Inc. employees in database. Find out everything there's to know about Charles Schwab & Co., Inc. 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 & Co., Inc. Employees

Employee
Years
Job
Industry
Kedar Relangi Kedar Relangi San Francisco Bay Area Details
Kedar Relangi's Charles Schwab & Co., Inc. Experience June 2007 - September 2008
Job Principal at Wilco Source, LLC
Industry Information Technology and Services
Experience
Wilco Source, LLC   September 2014 - Present
Advantage Aviation Charter   November 2013 - Present
Pacific Pulmonary Services  September 2008 - August 2014
Charles Schwab & Co., Inc.   June 2007 - September 2008
St. Charles County  June 2006 - March 2007
Input GmbH   February 2005 - March 2006
FEMU   January 2002 - February 2005

Skills
Agile Methodologies, SDLC, Software Project..., Program Management, Integration, Requirements Analysis, .NET, Software Development, Enterprise Architecture, Microsoft SQL Server, XML, Web Services, ITIL, Software Documentation, Scrum, SOA

Education
Rheinisch-Westfälische Technische Hochschule Aachen   2003 — 2006
M.S., Computer Science

Osmania University   1998 — 2001
M.C.A

Osmania University   1995 — 1998
B.Sc, Maths, Physics, Computer Science

jose delgadillo jose delgadillo San Francisco Bay Area Details
jose delgadillo's Charles Schwab & Co., Inc. Experience January 2012 - Present
Job Sr. Team Manager, Corporate Compliance at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   January 2012 - Present
Wells Fargo Advisors, LLC  May 2001 - January 2012
ePLANNING Securities, Inc.   March 2000 - May 2001

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Banking, Customer Service, Financial Services, Risk Management, Business Analysis, Investments, Mutual Funds, Securities, Vendor Management, Process Improvement, Program Management, Portfolio Management

Education
San Francisco State University
Bachelor of Arts (BA), Economics

Willamette University
Psychology

Russell M Walter Russell M Walter Sonoma, California Details
Russell M Walter's Charles Schwab & Co., Inc. Experience November 2011 - June 2013
Job GBSCIDP Foundation International
Industry Nonprofit Organization Management
Experience
GBS-CIDP Foundation International   October 2011 - Present
Asian Art Museum  September 2010 - Present
Robert Half Finance & Accounting  May 2015 - July 2015
Vacation Rental Property Manager   2003 - 2014
Charles Schwab & Co., Inc.   November 2011 - June 2013
Russell M. Walter dba Russell M. Walter Independent Compliance Consultant   May 2009 - November 2011
Banc of America Securities LLC  January 2001 - May 2009
Banc of America Securities LLC  January 2000 - January 2001
Bank of America  January 1996 - January 2000
BANK OF AMERICA  June 1992 - September 1996

Skills
Capital Markets, Financial Risk, Strategy, Fixed Income, Banking, Risk Management, Investments, AML, Financial Services, Compliance, Change Management, Securities, Series 7, Mutual Funds, CRM, Management, Due Diligence, Internal Controls, Access, Policy, Venture Capital, Governance, Equities

Education
Thunderbird School of Global Management   1980 — 1981
M.B.A

GBS/CIDP Foundation training

The Ohio State University
M.A

University of Missouri-Columbia
B.A

Genevieve Trombley Genevieve Trombley South San Francisco, California Details
Genevieve Trombley's Charles Schwab & Co., Inc. Experience May 2006 - Present
Job Senior Specialist at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   May 2006 - Present
Dollar Rent a Car  May 1999 - May 2005

Skills
Subpoenas, Garnishments, Typing, Microsoft Word, Microsoft Office, Microsoft Excel, Windows, Customer Service, iManage, Outlook, Internet Explorer, Adobe Acrobat, Data Entry, Civil Litigation, Legal Research, Time Management, Research

Education
Skyline College

Helen Helendrake1 Helen Helendrake1 San Francisco Bay Area Details
Helen Helendrake1's Charles Schwab & Co., Inc. Experience July 2000 - December 2004
Job Executive Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2004 - Present
Charles Schwab & Co., Inc.   July 2000 - December 2004
Mars Venus Management   June 1998 - December 2000

Skills
Administrative..., Office Management, Outlook, Travel Arrangements, Visio, Calendaring, PeopleSoft, Spreadsheets, Concur, Calendars, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word

Education
The University of Texas at Arlington
Journalism

Southern Methodist University
Radio-TV-FIlm

University of North Texas
Radio-TV-Film

Reza Abcari Reza Abcari Oakland, California Details
Reza Abcari's Charles Schwab & Co., Inc. Experience April 2004 - Present
Job Sr. Operations Manager at The Entrust Group SelfDirected IRA Administrator
Industry Financial Services
Experience
The Entrust Group - Self-Directed IRA Administrator  August 2015 - Present
Charles Schwab & Co., Inc.   April 2004 - Present
Charles Schwab & Co., Inc.   November 1998 - December 2003
All Environmental Inc.   January 1997 - November 1998
Vision Reforestation   April 1994 - January 1997

Skills
Securities, Series 7, Financial Services, Team Building, Equities, Options, Mutual Funds, Capital Markets, Bonds, Fixed Income, Trading, Hedge Funds, Investment Management, Trading Systems, ETFs, Equity Derivatives, Derivatives, Valuation, Bloomberg, Electronic Trading, Relationship Management, Equity Research, Series 24, Structured Products, Investment Strategies, Asset Allocation, Financial Markets, Series 63, Equity Trading, Wealth Management, Uniform Combined State..., Due Diligence, Corporate Actions, Asset Managment, Private Equity, AML, Investment Banking, Alternative Investments, Financial Advisory, Banking, Strategic Financial..., Financial Risk, Investment Advisory, Investments, Risk Management, FINRA, Financial Analysis, Financial Modeling, Portfolio Management, Retirement Planning

Education
Saint Mary's College of California
Master of Science, Financial Analysis and Investment Management (MS-FAIM)

The University of British Columbia
Bachelor's, Sciences (Major: Chemistry)

★ Deborah Hymes ★ Deborah Hymes San Francisco Bay Area Details
★ Deborah Hymes's Charles Schwab & Co., Inc. Experience 1988 - 1994
Job Strategic Brand Storyteller: I produce & manage programs that build brands.
Industry Marketing and Advertising
Experience
WanderNot a creative communications groove   2000 - Present
Creator of the Fast-Start Marketing Jam   October 2012 - Present
Nestlé DSD Division & Nestlé Ice Cream Division   October 2011 - April 2012
Nestlé Direct Store Delivery (NDSD)   September 2010 - October 2011
Quirkyalone.net   2009 - 2009
Education Finance Partners  2005 - 2006
NBC Internet  1998 - 2000
Interior Architects  1995 - 1997
Charles Schwab & Co., Inc.   1988 - 1994

Skills
Blogging, Change Management..., Corporate Branding, Corporate Communications, Corporate Positioning, Crisis Communications, Internal Communications, Key Message Development, Marketing Collateral, Marketing Communications, Media Relations, Newsletters, Simplification, Social Media, Strategic..., Thought Leadership, Video Production, White Papers, Communication, Copywriting, Integrated Marketing, Storytelling, Facebook, Strategy, SEO, Creative Direction, Marketing, Marketing Strategy, Public Relations, User Experience, Editing, Entrepreneurship, Brand Development, Digital Strategy, Content Strategy, Strategic Communications, Writing

Education
The College of William and Mary
B.A., English Literature

University of California, Berkeley
Marketing Communications

San Francisco Writers Grotto
Writing & Publishing

Monica Poon Monica Poon San Francisco, California Details
Monica Poon's Charles Schwab & Co., Inc. Experience April 2011 - Present
Job Managing Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   April 2011 - Present
Allianz Global Investors Asia Pacific   December 2007 - March 2010
Franklin Templeton Investments  September 2005 - November 2007
Wells Capital Management  March 2000 - September 2005

Skills
Series 7, Certified Risk..., Certified Anti-Money..., Certified Internal...

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)

University of Chicago
Bachelor of Arts (B.A.)

Diane Wakefield Diane Wakefield San Francisco Bay Area Details
Diane Wakefield's Charles Schwab & Co., Inc. Experience March 1999 - October 2002
Job Senior Vice President and Private Client Advisor at City National Bank
Industry Financial Services
Experience
City National Bank  April 2015 - Present
U.S. Trust   August 2010 - April 2015
Deutsche Bank Private Wealth Management  October 2006 - July 2010
Premier Banking & Investment;Bank of America   March 2003 - November 2006
Charles Schwab & Co., Inc.   March 1999 - October 2002

Skills
Portfolio Management, Asset Allocation, Private Banking, Wealth Management..., Series 7, Alternative Investments, Fixed Income, Strategic Financial..., Uniform Combined State..., Trust Services, Private Equity, Relationship Management, Loans, Mortgage Lending, Real Estate, Investments, Investment Management, Asset Management, Banking, Financial Services, Risk Management

Education
Wharton School, University of Pennsylvania

Haas School of Business, UC Berkeley

Stephen F. Austin State University   1994 — 1997

Mary Verdan, PMP Mary Verdan, PMP San Francisco Bay Area Details
Mary Verdan, PMP's Charles Schwab & Co., Inc. Experience October 2012 - August 2013
Job Vice President, BlackRockMultiAsset Model Portfolio Solutions
Industry Financial Services
Experience
BlackRock  April 2015 - Present
BlackRock-iShares  June 2014 - April 2015
Franklin Templeton Investments  August 2013 - June 2014
Charles Schwab & Co., Inc.   October 2012 - August 2013
BlackRock-iShares  March 2011 - October 2012
Wells Fargo, Marketing & Communications   August 2009 - March 2011
JPMorgan Chase  August 2005 - March 2009
Charles Schwab & Co., Inc.   January 2001 - August 2005
Providian Financial / Aria.com   June 1995 - December 2000

Skills
Process Improvement, Vendor Management, PMO, PMP, Financial Services, Operations Control, Six Sigma, CRM, Management, Outsourcing, Business Intelligence, Management Consulting, Leadership, Quality Assurance, Operations Management, IT Strategy, Banking, Analysis, Strategy, Software Documentation, Business Development, Competitive Analysis, Finance, Budgets, Requirements Gathering, Business Strategy, Training, SaaS, Software Development, Consulting, Agile Methodologies, Customer Experience, Data Warehousing, Strategic Partnerships, SharePoint, Data Governance, Strategic Planning, Marketing, IT Management, Team Building, Team Leadership, Call Centers, E-commerce, Project Planning, Team Management, Process Engineering, Start-ups, Enterprise Architecture, Coaching, Data Analysis

Education
San Francisco State University

Peter Connolly Peter Connolly San Francisco Bay Area Details
Peter Connolly's Charles Schwab & Co., Inc. Experience March 1998 - September 2001
Job Sr Architect at Macys.com
Industry Online Media
Experience
Macys.com  April 2014 - Present
Macys.com  January 2012 - April 2014
Safeway  July 2010 - December 2011
Birst  June 2009 - May 2010
Benetech  April 2008 - April 2009
Alembix Engineering   July 2006 - March 2008
CNET Networks, Inc.   September 2001 - July 2006
Charles Schwab & Co., Inc.   March 1998 - September 2001
Bank of America  September 1982 - March 1998

Skills
Spring, Java, Tomcat, Web Services, Distributed Systems, Agile, XML, SQL, Cloud Computing, Databases, JavaScript, MySQL, Sybase, Linux, JSP, jQuery, Perl, HTML, Unix, Database Design, CSS, AJAX, Scrum, Web Applications, SaaS, Integration, Apache, SOAP, Hibernate, C#, Web 2.0, MongoDB, Spring Batch, Spring Integration, Agile Methodologies, Object Oriented Design, Software Engineering, Enterprise Architecture, Cassandra, TIBCO, Architecture, .NET, REST, IIS, SOA, PostgreSQL, Ant, Hadoop, Architectures, Root Cause Problem...

Education
University of California, Berkeley
MS, Chemistry

University of California, Los Angeles
B.S., Chemistry

Susan Haynes Susan Haynes Santa Fe, New Mexico Details
Susan Haynes's Charles Schwab & Co., Inc. Experience 1984 - 1988
Job Writer at Susan Haynes
Industry Publishing
Experience
Susan Haynes   September 2013 - Present
Keen Communications: Menasha Ridge Press & Wilderness Press   July 2008 - September 2013
Coastal Living Magazine/Time Inc./ Southern Progress Division   April 1998 - August 2007
APPELLATION-The Magazine of Wine Country Living   June 1996 - December 1997
The Doctors Company  1990 - 1996
Raychem International   1988 - 1990
Charles Schwab & Co., Inc.   1984 - 1988
Bank of America  1978 - 1984
Realtors Today Magazine   1977 - 1978
Sunset Magazine  1976 - 1977

Skills
Line Editing, Publishing, Copy Editing, Writing, Publications, Magazines, Editorial, Internal Communications, Content Development, Copywriting, Manuscript Development, Web Content, Ebooks, Fact-checking, Non-fiction, Proofreading, Books, Adobe Acrobat, Online Publishing, Headline Writing, AP Style, Editing, Freelance Writing, Journalism, Text Editing, Academic Publishing, Newsletters, Content Management, Magazine Articles

Education
Northwestern University   1967 — 1970
B.S., Magazine Journalism

Radford High School

Andrew Bergen Andrew Bergen Greater San Diego Area Details
Andrew Bergen's Charles Schwab & Co., Inc. Experience June 1992 - December 1997
Job Senior Vice President, Customer Success at Findly
Industry Computer Software
Experience
Findly  April 2015 - Present
LiveOps  March 2014 - March 2015
LiveOps  August 2013 - February 2014
SAP  January 2010 - August 2013
Sybase Software  January 2007 - December 2010
Sybase Software  March 1999 - 2006
Sybase Software  January 1998 - March 1999
Charles Schwab & Co., Inc.   June 1992 - December 1997

Skills
Enterprise Software, Professional Services, Management, Team Leadership, Mobile Consulting, Consulting, CRM, Business Process, Training, Strategy, Vendor Management, Outsourcing, Business Development, Strategic Partnerships, Project Portfolio..., IT Strategy, Business Process..., Executive Management, SDLC, Start-ups, Management Consulting, SaaS, Cloud Computing, Product Management, Solution Selling, Leadership, Integration, Program Management, Business Intelligence, Software Project..., Financial Services, Account Management, Cross-functional Team..., Strategic Planning, Analytics, Requirements Analysis, Software Development, Pre-sales, Mobile Devices, Telecommunications, Sales, Process Improvement, Business Strategy, Project Management, Solution Architecture, Managed Services

Education
Radford University   1988 — 1992
BBA, Finance

WT Woodson High School, Fairfax VA   1985 — 1987

Josh Kernan, CAIA Josh Kernan, CAIA San Francisco Bay Area Details
Josh Kernan, CAIA's Charles Schwab & Co., Inc. Experience December 1994 - June 2010
Job Senior Vice President at Partners Group
Industry Investment Management
Experience
Partners Group  October 2014 - Present
Simple Alternatives, LLC   June 2010 - July 2014
Charles Schwab & Co., Inc.   December 1994 - June 2010

Skills
Alternative Investments, Private Equity, Infrastructure, Real Estate Private..., Mutual Funds, Venture Capital, Investments, Series 7, Investment Strategies, Private Debt, Family Office, RIA, CAIA, Chartered Alternative..., Consultants, Asset Management, Due Diligence, Equities, Financial Advisory, Financial Services, Hedge Funds, Institutional, Investment Management, Portfolio Management

Education
Ohio Wesleyan University   1987 — 1991
ba, English Literature

Tabor Academy   1984 — 1987
High School

Joe Reardon Joe Reardon Columbus, Ohio Area Details
Joe Reardon's Charles Schwab & Co., Inc. Experience March 1992 - November 1996
Job Senior Financial Advisor at Summit Financial Strategies, Inc.
Industry Financial Services
Experience
Summit Financial Strategies, Inc.   Financial AdvisorBudros, Ruhlin & Roe, Inc.November 1996 - September 2002
Charles Schwab & Co., Inc.   March 1992 - November 1996

Skills
Finance, Retirement, Strategic Financial..., Wealth Management, Retirement Planning

Education
The Ohio State University   1987 — 1991
BSBA, Economics

Susan L. Schmidt Susan L. Schmidt Greater Philadelphia Area Details
Susan L. Schmidt's Charles Schwab & Co., Inc. Experience December 1986 - February 2010
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2010 - Present
Charles Schwab & Co., Inc.   December 1986 - February 2010

Education
Montgomery County Community College   1984 — 1986

Montgomery County Community College
AS, Marketing

John Sommerfield John Sommerfield San Francisco Bay Area Details
John Sommerfield's Charles Schwab & Co., Inc. Experience November 1999 - May 2001
Job Vice President, Corporate Marketing at i2c Inc.
Industry Public Relations and Communications
Experience
i2c Inc.  June 2015 - Present
salesforce.com  January 2014 - April 2015
Charles Schwab  2008 - 2014
Business Communications (Consultancy)   April 2001 - 2008
Sommerfield Communications  1996 - 2008
Embarcadero Technologies, Inc.   October 2003 - November 2004
Charles Schwab & Co., Inc.   November 1999 - May 2001
Fleishman-Hillard, Inc.   March 1996 - November 1999
Cypress Research Corp.   1992 - 1996
Oracle Corporation  1989 - 1992

Skills
Fluent in French, Thought Leadership, Strategic Communications, White Papers, Integrated Marketing, Public Relations, Messaging, Media Relations, Investor Relations, Marketing Communications, Corporate Communications, Product Marketing, Marketing Strategy, Competitive Analysis, Online Marketing, Crisis Communications, Social Media, Copywriting, Marketing Management, Press Releases, Social Networking, Digital Marketing, Brand Development, Strategic Planning, Executive Communications, Web Content, Communications Strategy, Internal Communications, Writing, Business Strategy, Strategy Development, Editing, Product Launches, Event Marketing, Start-ups, Social Media Marketing, Advertising, Competitive Intelligence, Content Management, Strategy, Communication Training, Product Launch, Corporate Branding, Content Strategy, Marketing

Education
Stanford University   1988 — 1989
AM, International Policy Studies

Stanford University   1984 — 1988
AB, International Relations, French Studies

St. Mark's   1972 — 1984

Alan Price Alan Price Vallejo, California Details
Alan Price's Charles Schwab & Co., Inc. Experience June 1989 - March 2009
Job Program Analyst at SolTrans
Industry Transportation/Trucking/Railroad
Experience
LOYAL3 Securities, Inc.   September 2009 - January 2013
Charles Schwab & Co., Inc.   June 1989 - March 2009
Merrill Lynch  June 1981 - June 1989
Burroughs, Inc.   1978 - 1979

Skills
Project Management, Securities, Strategic Planning, Series 7, Financial Services, Vendor Management, Call Center, Team Leadership, Business Strategy, Operations Management, Equities, Risk Management, Trading, Product Management, Team Building, Customer Support, Business Process, Management, Strategy, Start-ups, Mergers & Acquisitions, CRM, Business Development

Education
Saint Mary's College of California   1988 — 1990
BA, Management

University of Michigan   1977 — 1980

Jon Pedley Jon Pedley San Francisco Bay Area Details
Jon Pedley's Charles Schwab & Co., Inc. Experience 1999 - 2006
Job EVP, Product at Freedom Financial
Industry Financial Services
Experience
Freedom Financial  March 2014 - Present
bills.com  December 2009 - Present
Financial Crossing   April 2006 - July 2009
Schwab  August 2002 - April 2006
Charles Schwab & Co., Inc.   1999 - 2006
Banc of America Securities  1998 - 1999
Price Waterhouse  1989 - 1992

Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing

Education
Stanford University Graduate School of Business   1996 — 1998
MBA

University of Cambridge   1986 — 1989
BA

BSF

Alan Westley Alan Westley San Francisco Bay Area Details
Alan Westley's Charles Schwab & Co., Inc. Experience November 1999 - June 2005
Job Senior Solutions Engineer at Intapp
Industry Financial Services
Experience
Intapp  April 2010 - Present
Schwab  2005 - April 2010
Charles Schwab & Co., Inc.   November 1999 - June 2005

Skills
SQL Server, C#, ASP.NET, WinForms, .NET, Microsoft SQL Server, Software Documentation, SQL, Software Development, SharePoint, IIS, Integration, Software Project..., Agile Methodologies, T-SQL, JavaScript, Scrum

Education
University of California, Berkeley   1994 — 1998
Bachelor of Science (B.S.), Cognitive Science

Matt Lucking Matt Lucking Washington D.C. Metro Area Details
Matt Lucking's Charles Schwab & Co., Inc. Experience November 2005 - August 2006
Job Wildwood Retreat Center
Industry Health, Wellness and Fitness
Experience
Wildwood Retreat Center   December 2011 - July 2014
The Planetary Society  2004 - July 2014
Uriarte and Carr LLP   August 2010 - September 2011
Uriarte and Carr LLP   August 2007 - August 2010
Charles Schwab & Co., Inc.   November 2005 - August 2006
Larkin Street :Youth Services  October 2003 - May 2004
Hewlett-Packard  September 1997 - February 2000

Skills
Program Development, New Business Development, Social Media, Program Management, Oracle, Editing, Photoshop, Strategic Partnerships, Volunteer Management, Video, Event Planning, SQL, Social Networking, Training, Process Improvement, Blogging, Budgets, Business Objects, Vendor Management, Digital Media, Sales, Community Outreach, Technical Writing, Team Building, Graphic Design, Business Development, Research, Strategic Planning, Business Analysis, Database Design, Project Management, Testing, Photography, Non-profits, Microsoft Excel, SQL*Plus, Cloud Computing, Customer Service, HTML, Proposal Writing, Databases, Public Speaking, Microsoft Office, Video Production, Human Resources, SaaS, Public Relations, Product Management, Business Strategy, Nonprofits

Education
University of California, Berkeley   2002 — 2003
n/a, Professional Sequnce in Database Mgt. Systems

Northwestern Electronics Institute   1997 — 1997
n/a, PC / LAN Technology

Dale Valois Dale Valois Phoenix, Arizona Area Details
Dale Valois's Charles Schwab & Co., Inc. Experience March 1999 - Present
Job MQ Messaging Specialist
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   March 1999 - Present
Scuba Sciences   2010 - 2011
Vanstar  April 1998 - March 1999
Crowley Maritime  1993 - 1998
ComputerLand  1989 - 1993
Safeway  1983 - 1987

Education
San Diego State University-California State University   1974 — 1983

Myan Hansen Myan Hansen San Francisco Bay Area Details
Myan Hansen's Charles Schwab & Co., Inc. Experience July 2012 - Present
Job Sr. Manager Compliance, Communications with the Public at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2012 - Present
Russell Investments  February 2011 - July 2012
Charles Schwab & Co., Inc.   May 2007 - February 2011
Charles Schwab & Co., Inc.   March 1999 - April 2007
Montgomery Asset Management, LLC   August 1996 - January 1999
Linsco/Private Ledger  June 1994 - June 1996

Skills
Series 7, Series 24, Mutual Funds, Alternative Investments, Investment Advisory, ETFs, Asset Managment, Equities, Hedge Funds, FINRA, Wealth Management, Investments, Asset Allocation, Portfolio Management

Education
University of California, Irvine
Bachelor's Degree, Economics

Julie Urban Julie Urban Mount Vernon, Washington Details
Julie Urban's Charles Schwab & Co., Inc. Experience April 1985 - October 1993
Job Vice President at Home Style Painting Company
Industry Research
Experience
Office of Tom Robbins   June 2008 - Present
Home Style Painting Company   October 2001 - Present
Skagit Valley Hospital, Regional Cancer Care Center   October 2007 - July 2008
Mount Vernon Veterinary Hospital   January 2001 - October 2001
Chanhassen Minnesota   January 1996 - December 2000
Charles Schwab & Co., Inc.   April 1985 - October 1993
Wells Fargo Bank  January 1977 - August 1984

Skills
Veterinary Technician, Office Assistant, Typing, Proofreading, line..., General bookkeeping, Financial Analysis, Customer Relations, Customer Service, Pets, Veterinary, Bookkeeping

Education
Medical Institute of Minnesota (now Argosy University) AAS - Veterinary Technology   1994 — 1996
AAS, Veterinary Technology

San Francisco State University   1977 — 1984
Bachelors of Arts, Economics

Jonathan Barth Jonathan Barth San Francisco Bay Area Details
Jonathan Barth's Charles Schwab & Co., Inc. Experience January 2011 - March 2013
Job Principal MTS
Industry Information Technology and Services
Experience
PayPal  March 2013 - Present
Charles Schwab & Co., Inc.   January 2011 - March 2013
Yahoo!  2010 - 2011
Charles Schwab  October 1999 - August 2010
Ameritech Cellular  March 1998 - May 1999

Skills
High Availability, Red Hat Linux, Data Center, Unix Administration, Distributed Systems, Disaster Recovery, Server Architecture, Perl, IT Strategy, Virtualization, Unix, Enterprise Architecture, Performance Tuning, System Administration, Architecture, Business Continuity, TCP/IP, Apache, Firewalls, Software Project..., System Deployment, SaaS, DNS, Unix Shell Scripting, Operating Systems, Cisco Technologies, Storage Area Networks, Shell Scripting, Solution Architecture, ITIL, Cloud Computing, SAN, IT Operations, Storage, Cluster, Solaris, Servers, VMware, VMware ESX, AIX, Security, System Architecture, Infrastructure, Network Security, IIS, Linux, Integration, Enterprise Software, IT Management, SOA

Education
Ottawa University   2004 — 2006
Masters, Business

University of Phoenix   2002 — 2004
Bachelor's, Information Technology

Joseph Pernaselli, GPHR Joseph Pernaselli, GPHR Phoenix, Arizona Area Details
Joseph Pernaselli, GPHR's Charles Schwab & Co., Inc. Experience June 1999 - June 2001
Job Mobility Consulting Services at KPMG
Industry Human Resources
Experience
(Independent)   October 2006 - April 2011
Prudential Financial  September 2004 - September 2006
Charles Schwab & Co., Inc.   June 1999 - June 2001
Ernst & Young LLP  October 1997 - June 1999
Gap, Inc.   February 1995 - September 1997
PepsiCo  September 1993 - December 1994
Price Waterhouse  January 1989 - July 1993

Skills
Deferred Compensation, Global Mobility, Human Resources, Employee Training, Project Management, Expatriate Management, Immigration Law, Policy, International HR, Financial Services, HR Consulting, HR Transformation, Outsourcing, Management, Change Management, Personnel Management

Education
Thunderbird School of Global Management   2006 — 2006

SAP Academy   2002 — 2002

Pace University - Lubin School of Business   1986 — 1988
BBA

Patrick R. Walt Patrick R. Walt San Francisco Bay Area Details
Patrick R. Walt's Charles Schwab & Co., Inc. Experience 1999 - 2004
Job President at PRW Real Estate Solutions (previously Walt Real Estate Solutions)
Industry Real Estate
Experience
Copart, Inc.   April 2008 - September 2012
NOMAD INVESTMENTS, Menlo Park, CA   2006 - 2008
COLDWELL BANKER COMMERCIAL, San Ramon, CA   2004 - 2005
Charles Schwab & Co., Inc.   1999 - 2004
Pacific Telesis  1991 - 1999
Lincoln Property Company  June 1987 - December 1990
Coldwell Banker, now CBRE   July 1981 - June 1987

Skills
Mergers, Portfolio Management, Budgeting, Negotiation, Real Estate, Team Building, Strategic Planning, Team Leadership, Investment Properties, Business Strategy, Due Diligence, Contract Negotiation, Customer Relations, Excel, Microsoft Office, Process Improvement, Contract Negotiations, Sales Management, Investments, PowerPoint, Marketing Strategy, Word, Budgets, Mergers & Acquisitions, Management, Leadership, Program Management, Commercial Real Estate, Analysis, Microsoft Word, Property Management, Real Estate Transactions, Customer Service, Microsoft Excel, Brokerage, Sales, Disposition, Corporate Real Estate, Project Management, Real Estate Development, Leases, Location Intelligence, Property, Facilities Management, Real Estate Economics, Acquisitions, Landlords, Retail, Lease Negotiations, Contract Management

Education
UC Davis   1974 — 1978

University of California, Davis   1974 — 1978
BA, Political Science, Philosophy, History, Business

Michele Minter Michele Minter San Diego, California Details
Michele Minter's Charles Schwab & Co., Inc. Experience 1999 - 2003
Job Executive Assistant at Provide Commerce
Industry Consumer Goods
Experience
Provide Commerce  March 2013 - Present
Levi Strauss & Co.   February 2009 - February 2013
Yahoo!  2007 - 2009
Gap Inc.  2003 - 2006
Charles Schwab & Co., Inc.   1999 - 2003
Bank of America  1991 - 1999
International Business Machines  1974 - 1991

Skills
Administrative Support, Event Planning, Outlook, Office Management, Customer Service, Administration, Administrative..., Human Resources, Retail, Fundraising, Social Media, Public Relations, Event Management, Leadership, System Administration, Appointment Scheduling, Administrative..., Microsoft Excel

Education
Pasadena City College
Some college

Susan Stalteri Susan Stalteri Phoenix, Arizona Area Details
Susan Stalteri's Charles Schwab & Co., Inc. Experience July 2011 - Present
Job Vice President Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2011 - Present
Wings To Fly   December 2011 - December 2013
MyMoneyPlace: A Financial Education & Empowerment Company For Women   June 2010 - July 2011
The Stalteri Group   July 2009 - July 2011
AIG Advisor Group  August 2008 - April 2009
AIG Advisor Group  September 2006 - August 2008
Lincoln Financial Advisors  August 2002 - September 2006
Fifth Third Securities  2001 - 2002
LifeQuest Financial, Inc.   1999 - 2001
Oakbrook Financial Group, Inc.   1997 - 1999

Education
FINRA Exams
FINRA Licenses = 7, 24, 9, 10

National Louis University
BS Business Management, Business Management

Katherine Doran Katherine Doran San Francisco Bay Area Details
Katherine Doran's Charles Schwab & Co., Inc. Experience April 2013 - January 2014
Job Senior Marketing & Communications Professional
Industry Marketing and Advertising
Experience
Financial Marketing & Communications   February 2014 - Present
Charles Schwab & Co., Inc.   April 2013 - January 2014
Nomura International plc  2004 - 2009
Merrill Lynch  2003 - 2004
Carr Futures  2000 - 2003

Skills
Management, Leadership, Business Strategy, Marketing, Product Marketing, Marketing Strategy, Marketing Communications, Corporate Communications, Public Relations, Public Speaking, Equity Derivatives, Project Management, Writing, Website Development, Web Project Management, Web Content, Editing

Education
Sonoma State University   2010 — 2011
Master of Business Administration (MBA), Business Management, Marketing and Wine, 3.94

The Johns Hopkins University   1996 — 2000
BA, Political Science & French, 3.61

Wai-Chi Wong Wai-Chi Wong San Francisco Bay Area Details
Wai-Chi Wong's Charles Schwab & Co., Inc. Experience March 2001 - Present
Job Registered Representative at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   March 2001 - Present
Neutron Products, Inc.   October 1994 - February 2001
MDS Nordion  May 1990 - April 1994

Skills
Negotiation, Business Development, International Sales

Education
Center For Degree Studies   2000 — 2002
Associates in Specialized Business, Business Management - Marketing

City & Guilds of London Institute   1970 — 1972
Electrical Engineering

The Hong Kong Polytechnic University   1970 — 1972
Electrical Engineering

Dale Emel Dale Emel Alpharetta, Georgia Details
Dale Emel's Charles Schwab & Co., Inc. Experience May 2000 - September 2004
Job Enterprise Architect Cloud Technologies, MBAIT, CMBA
Industry Information Technology and Services
Experience
McKesson Connected Care and Analytics   March 2015 - Present
SANS Institute  January 2009 - Present
McKesson Technology Solutions  September 2010 - March 2015
Western Governors University  December 2007 - December 2009
Next Gen Game - Outspark   January 2008 - August 2008
Red Envelope  May 2006 - October 2007
Blue Shield of California  October 2005 - May 2006
Finaplex  March 2005 - August 2005
RealNetworks  November 2004 - March 2005
Charles Schwab & Co., Inc.   May 2000 - September 2004

Skills
Enterprise Architecture, Cloud Computing, IT Management, Data Center, ITIL, Software Development, Vendor Management, Mobile Applications, Linux, IT Strategy, Agile Methodologies, Microsoft SQL Server, Information Security, Web Development, Technology Leadership, Integration, Process Improvement, Information Technology, IT Operations, Technology Development, Network Architecture, Start-ups, Networking, Cybercrime, Incident Management, Enterprise 2.0, Computer Security, OS X, E-commerce, PMO, Infrastructure, Strategy, Strategy Development, Cyber Security, COBIT, Mac OS X, CRM, Outsourcing, Windows Server, Program Management, Governance, Architectures, Firewalls, HP-UX, Enterprise Software, SDLC, Management, Security, SaaS, Leadership

Education
Kennesaw State University   2009 — 2009
Certification, CIO Summit Series

Western Governors University   2008 — 2009
MBA, Information Technology Management

University of Maryland   1989 — 1994
BS, Computer Science

Kyle Huffman, CPA Kyle Huffman, CPA Toledo, Ohio Area Details
Kyle Huffman, CPA's Charles Schwab & Co., Inc. Experience June 2010 - May 2011
Job Assurance Staff at EY
Industry Accounting
Experience
EY  September 2013 - Present
Perrysburg Sealcoating   May 2006 - August 2013
Ernst & Young  June 2012 - August 2012
Plante Moran  January 2012 - April 2012
Charles Schwab & Co., Inc.   June 2010 - May 2011
ProMedica Health System  May 2009 - August 2009

Education
Case Western Reserve University - Weatherhead School of Management   2011 — 2013
Masters of Accountancy, Accountancy

Taylor University   2008 — 2010
Bachelor of Science, Finance and Economics

Alisa Monroe Alisa Monroe Dallas/Fort Worth Area Details
Alisa Monroe's Charles Schwab & Co., Inc. Experience January 2012 - February 2014
Job Managing Director, Talent Acquisition at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  March 2014 - Present
Charles Schwab & Co., Inc.   January 2012 - February 2014
Charles Schwab  October 2004 - December 2011
Plains Capital Bank  February 2000 - September 2004

Education
Texas Tech University
Bachelors, Communications

Randy Fillmore Randy Fillmore San Francisco Bay Area Details
Randy Fillmore's Charles Schwab & Co., Inc. Experience August 2004 - May 2009
Job Chief Compliance Officer Aquila Group of Funds, Aquila Investment Management LLC and Aquila Distributors, Inc.
Industry Financial Services
Experience
Aquila Group of Funds, Aquila Investment Management LLC and Aquila Distributors, Inc.   March 2012 - Present
Fillmore & Associates   May 2009 - March 2012
Charles Schwab & Co., Inc.   August 2004 - May 2009
Charles Schwab & Co., Inc.   August 2002 - May 2009
Charles Schwab & Co., Inc.   April 2000 - August 2002
PricewaterhouseCoopers  August 1983 - March 2000

Skills
Financial Services, Investments, Risk Management, Mutual Funds, Hedge Funds, Financial Risk, Internal Controls, Banking, Internal Audit, Investment Management, Auditing, Finance, Financial Accounting, Fund Accounting, GAAP, Financial Reporting, Accounting, Strategy, Asset Managment, Program Management

Education
The University of Kansas   1979 — 1983
BS, Accounting and Business Administration

Patrick Ulch, CCIM Patrick Ulch, CCIM United States Details
Patrick Ulch, CCIM's Charles Schwab & Co., Inc. Experience 2003 - 2008
Job Real Estate Consultant at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank  March 2012 - Present
Pacific Crest Real Estate Investments   2008 - Present
Service Member for the Oregon Winegrowers Association   November 2012 - Present
Grubb & Ellis - Commerical Real Estate   March 2010 - March 2012
Charles Schwab & Co., Inc.   2003 - 2008
Charles Schwab & Co., Inc.   1999 - 2003
Clayton, Roper & Marshall   1991 - 1995
Sigma Nu Fraternity, Inc.   1987 - 1991

Skills
Leases, Real Estate, Real Estate Transactions, Corporate Real Estate, Property Management, Commercial Real Estate, Property, Appraisals, Disposition, Landlords, Portfolio Management, Lease Administration, Negotiation, Real Estate Development, Financial Modeling, Brokerage, Location Intelligence, Real Estate Economics, Tenant Representation, Investment Properties, Finance, Tenant, Dispositions

Education
Rollins College - Crummer Graduate School of Business   1996 — 1998
MBA, Business & Operations Management, 4.0

Florida State University   1987 — 1991
BS, Finance & Real Estate

Trinity Preparatory School   1981 — 1987

Park Maitland School

James O'Brien, CFP® James O'Brien, CFP® Greater Denver Area Details
James O'Brien, CFP®'s Charles Schwab & Co., Inc. Experience January 1992 - February 2002
Job Managing Partner
Industry Financial Services
Experience
Gill Capital Partners   February 2002 - Present
Charles Schwab & Co., Inc.   January 1992 - February 2002
New York Life Insurance Company  1991 - 1992

Skills
Financial Planning, Wealth Management, Retirement Planning, Investments, Estate Planning, Wealth Transfer, Asset Management, Investment Advisory, 401k, Small Business

Education
Metropolitan State College of Denver   1983 — 1986
Marketing

Tim Cahill-O'Brien, PMP Tim Cahill-O'Brien, PMP San Francisco Bay Area Details
Tim Cahill-O'Brien, PMP's Charles Schwab & Co., Inc. Experience April 1996 - November 2011
Job Senior Program Manager at Blue Shield of California
Industry Insurance
Experience
Blue Shield of California  September 2014 - Present
Charles Schwab  May 2014 - September 2014
Charles Schwab  November 2011 - May 2014
Charles Schwab & Co., Inc.   April 1996 - November 2011
Hewlett-Packard  September 1994 - March 1996
Ross Systems  November 1993 - September 1994
Apple Computer  July 1992 - October 1993
Cellular One  May 1992 - July 1992
Bank of Ireland  June 1990 - April 1992

Skills
Agile Methodolgy, Agile Project Management, Program Management, Software Project..., Global Account..., Account Management, Alternative Investments, Customer Reporting, Software Development..., Java Enterprise Edition, COBOLII, IBM Mainframe, Unix, .NET, C#, Agile Methodologies, Management, SDLC, Software Development

Education
University of California, Berkeley   2013 — 2014
Professional Sequence, Agile Management

University of California, Berkeley   2008 — 2009
Professional Sequence, Human Resource Project Management

University of California, Berkeley   2006 — 2007
Certificate, Project Management

University of California, Berkeley   2003 — 2003
Professional Sequence, Java Programming

University of Limerick   1986 — 1990
B.S., Computer Systems

Shaariq Khan Shaariq Khan Newport Beach, California Details
Shaariq Khan's Charles Schwab & Co., Inc. Experience October 2014 - Present
Job Financial Services Professional at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   October 2014 - Present
Charles Schwab & Co., Inc.   January 2013 - October 2014
Ameritax Consulting, Inc.   January 2010 - December 2012
Youngman's Accounting, Inc.   August 2008 - December 2009

Education
The University of Texas at Dallas
Bachelor of Science, Finance and Accounting (Double Major)

Manuel Prieto Manuel Prieto Greater Salt Lake City Area Details
Manuel Prieto's Charles Schwab & Co., Inc. Experience May 2001 - December 2002
Job Director, Client Results at Arise Virtual Solutions Inc.
Industry Outsourcing/Offshoring
Experience
Arise Virtual Solutions Inc.  April 2014 - Present
Arise Virtual Solutions Inc.  January 2007 - April 2014
Arise Virtual Solutions Inc. (formerly Wilow CSN)   February 2006 - December 2006
MP Training Solutions   January 2003 - January 2006
Charles Schwab & Co., Inc.   May 2001 - December 2002
Charles Schwab & Co., Inc.   March 2000 - March 2001
Franklin Templeton  August 1997 - July 1998

Skills
Training, Management, Program Management, Call Centers, Outsourcing, Call Center, BPO, CRM, PMP, Consulting, Project Management, Instructional Design, Customer Experience, Team Leadership, Vendor Management, Service Delivery, Contact Centers, Team Management, Operations Management, Business Process..., Process Improvement, Workforce Management, Business Transformation, Certified Project..., Curriculum Development, Public Speaking, Virtual Teams, Telecommunications, Project Delivery, Change Management, Business Process, Professional Services, Business Analysis, Strategy, IT Management, International Project..., Curriculum Innovation, Workshop Facilitation, Training Delivery, Offshoring, PMO, Performance Management, Resource Management, Management Consulting, Cross Functional Team..., Virtualization, Remote Team Management, Bilingual Communications, Program Facilitation, Gestion de Proyectos

Education
Project Management Institute (PMI)   2011 — 2011
PMP

Troy University   1994 — 1997
BS

Jennifer Cronin Jennifer Cronin San Francisco Bay Area Details
Jennifer Cronin's Charles Schwab & Co., Inc. Experience 2008 - March 2011
Job jennychair content+strategy
Industry Marketing and Advertising
Experience
jennychair content+strategy   March 2015 - Present
Personal Capital  October 2014 - January 2015
BlackRock  April 2011 - October 2014
Charles Schwab & Co., Inc.   2008 - March 2011
Charles Schwab & Co., Inc.   February 2007 - December 2008
Charles Schwab & Co., Inc   April 2005 - February 2007
Method  2005 - 2005
Jennychair Consulting   May 2000 - December 2004
Vilas Advertising   1997 - 1999
Francom Asia   April 1995 - February 1997

Skills
Content Strategy, Blogging, Social Media, Strategy, Integrated Marketing, Newsletters, Marketing, Social Media Marketing, Corporate Communications, Marketing Communications, Publications, Editorial, Brand Development, Advertising, Digital Strategy, Digital Marketing, Creative Direction, Magazines, Content Development, Marketing Strategy, Digital Media, Online Marketing, Copywriting, Building World Class..., Content Management, Strategic Communications, B2B, Direct Mail, Team Management, Public Relations, Publishing, Web Content, Web Analytics, Internal Communications, Social Networking, Editing, Copy Editing, Web Content Management, Writing, Creative Development, Management, Leadership, Workshop Facilitation

Education
Wellesley College   1986 — 1990
BA, Art History

University of Arizona   2005 — 2007
MA Coursework, Art History

Vitra Summer at Boisbuchet
design thinking

Virginia M Fournier Virginia M Fournier San Francisco Bay Area Details
Virginia M Fournier's Charles Schwab & Co., Inc. Experience January 1998 - January 2000
Job Senior Standards Counsel at Apple
Industry Legal Services
Experience
Apple  August 2015 - Present
Hewlett-Packard  March 2013 - August 2015
Aricent Group  March 2011 - March 2013
Axiom Global, Inc.   May 2010 - March 2011
Charles Schwab  May 2010 - January 2011
Sun Microsystems, Inc.   July 2005 - February 2010
Sun Microsystems  September 2003 - July 2005
Sun Microsystems  January 2000 - September 2003
Charles Schwab & Co., Inc.   January 1998 - January 2000
Oracle Corporation  September 1997 - January 1998

Skills
Intellectual Property, Licensing, Contract Negotiation, Licensing Agreements, Technology Transactions, Software Licensing, Legal Writing, Corporate Law, Mergers, Mergers & Acquisitions, Mobile Devices, Open Source, Cloud Computing, BYOD, Privacy Law, Start-ups, Trademarks, Strategy, Business Development, Enterprise Software, Outsourcing, Program Management, E-commerce, Management, Strategic Partnerships, Negotiation

Education
Santa Clara University School of Law   1989 — 1993
JD, Law

University of Northern Colorado   1981 — 1985
BA, French and Education, Spanish

Philip W Hotchkiss Philip W Hotchkiss Phoenix, Arizona Area Details
Philip W Hotchkiss's Charles Schwab & Co., Inc. Experience 1991 - 2003
Job Senior Wealth Strategist at TrustBank
Industry Financial Services
Experience
TrustBank  February 2013 - Present
Independent Planner and Insurance Producer   March 2008 - February 2013
Northern Trust  April 2007 - March 2008
Harris Private Bank  May 2005 - April 2007
TD Waterhouse  2003 - 2005
Charles Schwab & Co., Inc.   1991 - 2003

Skills
Strategic Financial..., Small Business, Wealth Management, Financial Services, Management, Investments, Retirement Planning, Estate Planning, Mutual Funds, Financial Planners, Portfolio Management, Loans, Business Planning, Finance, Financial Advisory, Investment Advisory, Financial Planning

Education
Menlo College   1981 — 1985
BS Business Administration and Accounting

Kyle Schmiegel Kyle Schmiegel San Francisco, California Details
Kyle Schmiegel's Charles Schwab & Co., Inc. Experience July 2011 - Present
Job Vice President, Brokerage & Specialized Products at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2011 - Present
Charles Schwab & Co., Inc.   April 2007 - July 2011
Charles Schwab & Co., Inc.   April 2005 - April 2007
Charles Schwab & Co., Inc.   April 2002 - April 2005
Charles Schwab & Co., Inc.   December 1999 - April 2002
Merrill Lynch  May 1999 - August 1999
Barclays Global Investors  July 1997 - May 1999

Skills
Hedge Funds, Alternative Investments, Securities, Mutual Funds, Restricted Stock, Operations Management, Risk Assessment, Financial Services, Estate Planning, Series 7, Series 63, Series 24, Fund Accounting, Vendor Management, Funding

Education
University of California, Davis
Bachelor's degree, Economics & Polical Science, Economics, Political Science

Erik Takaoka Erik Takaoka San Jose, California Details
Erik Takaoka's Charles Schwab & Co., Inc. Experience December 2011 - June 2012
Job Trustee at ESTATE MANAGEMENT
Industry Computer Software
Experience
Takaoka Family Estate Management   June 2015 - Present
BOARD RESCUE, a 501 (c)(3) Non-Profit Organization   March 2015 - Present
INFORMATICA CORPORATION  November 2013 - June 2015
SALESFORCE  June 2012 - October 2013
CHARLES SCHWAB & CO., INC.   December 2011 - June 2012
CISCO SYSTEMS, INC  June 2008 - August 2011
FACEBOOK, INC  August 2007 - January 2008
APPLE INC  August 2004 - August 2007

Skills
Program Management, Strategic Partnerships, Strategy, Managed Services, Change Management, Data Analysis, Management, Wireless, Marketing, CRM, Negotiation, Business Development, Project Management, Networking, Sales Operations, Process Improvement, ERP, Cloud Computing, Business Strategy, Product Marketing, Sales, Start-ups, Software Documentation, IP, Leadership, SaaS, Product Development, Enterprise Architecture, Consulting, Solution Selling, Business Intelligence

Education
San Francisco State University
Bachelors of Science, Marketing

Jeana Deninger Jeana Deninger San Francisco Bay Area Details
Jeana Deninger's Charles Schwab & Co., Inc. Experience December 2000 - April 2007
Job SVP of Marketing at CoverHound, Inc.
Industry Internet
Experience
CoverHound, Inc.   July 2015 - Present
CoverHound, Inc.   February 2015 - July 2015
CoverHound, Inc.   February 2014 - February 2015
CoverHound, Inc.   April 2013 - February 2014
Motif Investing  November 2011 - January 2013
SocialShield   March 2010 - October 2011
DriverSide, Inc.   January 2009 - March 2010
Zecco.com   April 2007 - October 2008
Charles Schwab & Co., Inc.   December 2000 - April 2007

Skills
Email Marketing, Online Advertising, Web Analytics, SEO, Affiliate Marketing, Marketing Research, Direct Mail, Integrated Marketing, Online Marketing, Digital Marketing, SEM, Social Media, Social Media Marketing, Interactive Marketing, Customer Acquisition, Direct Marketing, PPC, Advertising, Start-ups, Analytics, Product Marketing, Marketing Strategy, Google Analytics, Market Research, Marketing, Strategy

Education
The Chinese University of Hong Kong
Bachelor Degree in Business Administration, Marketing

University of Tennessee-Knoxville
Master of Science in Communications, Advertising

Scott Durcanin Scott Durcanin San Francisco, California Details
Scott Durcanin's Charles Schwab & Co., Inc. Experience September 2005 - Present
Job Vice President/ Sr. Financial Consultant
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   September 2005 - Present
LPL Financial Services  November 1997 - August 2005
Merrill Lynch & Co.   1989 - 1995
Lanier Worldwide  1988 - 1989

Education
Ohio University
BBA, Business, Economics

University of California, Berkeley Extension
Post Baccalaureate

Benjamin Brigeman Benjamin Brigeman Cleveland/Akron, Ohio Area Details
Benjamin Brigeman's Charles Schwab & Co., Inc. Experience August 1996 - August 2012
Job Executive Vice President at Charles Schwab Retired
Industry Financial Services
Experience
Surgical Theater   2013 - Present
Charles Schwab & Co., Inc.   August 1996 - August 2012
Key Bank  1984 - 1996

Skills
Series 63, Series 7, ERISA, Pensions, Product Development, 401k, Asset Allocation, Mutual Funds, Banking, Due Diligence, Integration, Employee Engagement, Series 24, FINRA, Investments, Financial Services, Investment Advisory, Wealth Management, Alternative Investments, Portfolio Management, Executive Management

Education
The University of Akron   1990 — 1992
MBA, Finance

Norton High   1977 — 1980

Catherine Tran Catherine Tran San Francisco Bay Area Details
Catherine Tran's Charles Schwab & Co., Inc. Experience September 1999 - June 2002
Job Vice Chair of the Board at Golden Gate Mothers Group
Industry Online Media
Experience
Golden Gate Mothers Group  June 2015 - Present
Golden Gate Mothers Group  January 2015 - May 2015
UrbanSitter  September 2014 - January 2015
Golden Gate Mothers Group  October 2013 - January 2015
CBS Interactive  September 2010 - January 2013
CBS Interactive  September 2009 - September 2010
CNET Networks  August 2006 - September 2009
dmg world media  August 2005 - July 2006
San Francisco Performances  September 2002 - July 2005
Charles Schwab & Co., Inc.   September 1999 - June 2002

Skills
Newsletters, Advertising, Analysis, Online Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Campaign Management, Customer Relations, PowerPoint, Outlook, Media Planning, Digital Media, Sales, Marketing, Management, Customer Service

Education
University of California, Berkeley   1997 — 2002
BA, Legal Studies

Scott Greenstone, CFA Scott Greenstone, CFA San Francisco Bay Area Details
Scott Greenstone, CFA's Charles Schwab & Co., Inc. Experience 2002 - 2005
Job Director of Open Innovation at Danaher/Molecular Devices
Industry Biotechnology
Experience
Danaher Corporation/Molecular Devices   October 2014 - Present
Prime Genomics   October 2012 - Present
CoreTech Foundation   January 2015 - Present
Alight Planning   April 2013 - October 2014
StratFin Associates   June 2010 - April 2013
Varian, Inc.   April 2008 - June 2010
Symyx Technologies  2006 - 2008
Xenogen  February 2005 - October 2006
Charles Schwab & Co., Inc.   2002 - 2005
Thomas Weisel Partners  1999 - 2002

Skills
Strategy, Start-ups, Mergers & Acquisitions, Financial Modeling, Business Development, Forecasting, Business Strategy, Product Management, Corporate Finance, Management, Strategic Planning, Leadership, Finance, Analysis, Business Intelligence

Education
The University of Texas at Austin - Red McCombs School of Business   1992 — 1994
MBA, Finance, Accounting

Lehigh University   1984 — 1988
B.S., Finance, Computer Science

Andrea Matsui Andrea Matsui Novato, California Details
Andrea Matsui's Charles Schwab & Co., Inc. Experience 2011 - Present
Job Senior Team Manager, Product Marketing at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   2011 - Present
HSBC Bank Plc  December 2009 - November 2011
HSBC  2007 - 2008
HSBC  2003 - 2007

Skills
Portfolio Management, Vendor Management, Banking, Management, Strategy, Budgets, Risk Management, Product Management, Business Analysis, Leadership, Analytics, Financial Analysis, Finance, Financial Modeling, Credit Cards

Education
Middlebury Institute of International Studies at Monterey
Master of Business Administration (MBA), MBA

University of California, Riverside
Bachelor’s Degree, Economics

Timothy Mosley Timothy Mosley Newport Beach, California Details
Timothy Mosley's Charles Schwab & Co., Inc. Experience March 2010 - Present
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   March 2010 - Present
Charles Schwab  January 2008 - March 2010
Charles Schwab  November 2005 - January 2008

Skills
Portfolio Management, High Net Worth..., Wealth Management, Wealth Management..., Investment Advisory, Investment Advisory..., Investment Strategies, Personal Financial..., Retirement, Retirement Planning, Asset Management, Asset Allocation, Financial Services, Investments, Mutual Funds, Stocks, ETFs, Bonds, Finance, Series 7, 401k, Trading, Securities

Education
Michigan State University   1997 — 2001

Mitchell Kam, SPHR Mitchell Kam, SPHR Cleveland/Akron, Ohio Area Details
Mitchell Kam, SPHR's Charles Schwab & Co., Inc. Experience 2000 - 2001
Job Marketing and technology savvy Senior Human Resources Professional
Industry Human Resources
Experience
Weatherhead School of Management at Case Western Reserve University  September 2014 - Present
Various Organizations  August 2006 - Present
Case Western Reserve University School of Law  October 2012 - September 2014
University of Houston, C.T. Bauer College of Business, Rockwell Career Center   April 2009 - January 2011
Symplicity Corporation  March 2008 - November 2008
Willamette University College of Law  September 2005 - August 2006
The University of Texas School of Law  February 2003 - September 2005
The University of Texas, McCombs School of Business   2002 - 2003
Charles Schwab & Co., Inc.   2000 - 2001
The University of Texas, McCombs School of Business   1997 - 2000

Skills
Interviews, Recruiting, Training, Career Counseling, Organizational..., Employee Relations, Social Networking, Leadership, Strategic Planning, Management, Social Media Marketing, Marketing Strategy, Social Media, Job Coaching, Performance Management, Program Management, Cross-functional Team..., Project Management, Marketing, Resume Writing, Staff Development, Career Assessment, Employee Engagement, Talent Management, Leadership Development, Business Development, CRM, HR Policies, Team Building, Time Management, Employee Benefits, Social Networking..., Career Development, Social Media Monitoring, Competitive Intelligence, Online Social Networking, Human Capital, Employee Counseling, Workforce Training, Recruitment/Retention, Recruitment Technology, Legal Compliance, Career Exploration, Career Advising, Interview Coaching, Global Management, Technology..., Social Media Measurement, Workforce Development, Human Capital Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   1991 — 1993
Master of Business Administration (M.B.A.)

RSM Erasmus University   1992 — 1992
Semester Study Abroad MBA Program

University of San Diego School of Law   1988 — 1991
Juris Doctor (J.D.)

University of California, Los Angeles   1980 — 1986
BA

University of Washington   1979 — 1980

Punahou School   1973 — 1979

A Lavender, EMBA, PMP, CM A Lavender, EMBA, PMP, CM Dallas/Fort Worth Area Details
A Lavender, EMBA, PMP, CM's Charles Schwab & Co., Inc. Experience 2007 - 2007
Job Senior Manager at Sogeti
Industry Information Technology and Services
Experience
SOGETI USA  October 2014 - Present
Integrity Professional Partners   September 2009 - October 2014
Accenture  May 2012 - April 2014
Capital One  June 2011 - February 2012
Alcatel-Lucent  2007 - 2009
Charles Schwab & Co., Inc.   2007 - 2007
Countrywide Financial Services  2001 - 2007
Countrywide  2001 - 2007
Telelogic  1996 - 2001

Skills
Management, Strategy, PMP, Leadership, Business Strategy, Management Consulting, Project Management, IT Strategy, CRM, Vendor Management, Executive Management, Software Project..., Process Improvement, Software Development, Telecommunications

Education
Southern Methodist University - Cox School of Business   2009 — 2011
EMBA, Executive Management

The University of Texas at Dallas   1999 — 2004
Bachelor of Science, Management Information Systems

Garrett R. Wynne Garrett R. Wynne San Francisco, California Details
Garrett R. Wynne's Charles Schwab & Co., Inc. Experience January 1999 - December 2004
Job Shareholder, Keesal, Young & Logan
Industry Law Practice
Experience
Keesal, Young & Logan   January 2005 - Present
Charles Schwab & Co., Inc.   January 1999 - December 2004

Education
UC Berkeley
Bachelors of Science, Political Science

University of San Francisco School of Law
Juris Doctor

Hardy Callcott Hardy Callcott San Francisco Bay Area Details
Hardy Callcott's Charles Schwab & Co., Inc. Experience 1997 - 2003
Job partner at Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP  April 2013 - Present
Bingham McCutchen  2003 - April 2013
Charles Schwab & Co., Inc.   1997 - 2003
U.S. Securities and Exchange Commission   1994 - 1997
Wilmer, Cutler & Pickering   1987 - 1994
U.S. District Court C.D. California   1986 - 1987

Education
Stanford University Law School   1983 — 1986
JD, Law

Yale University   1979 — 1983
B.A., History

Eric Rick DePaepe Eric Rick DePaepe San Francisco Bay Area Details
Eric Rick DePaepe's Charles Schwab & Co., Inc. Experience August 2009 - August 2011
Job Strategic Account Manager CED Greentech
Industry Renewables & Environment
Experience
ZepSolar   August 2011 - May 2013
Zep Solar  August 2011 - May 2013
Charles Schwab & Co., Inc.   August 2009 - August 2011
Ensemble Capital Management   July 2006 - August 2008
Schwab Charitable  2003 - 2006
Insight Capital Research & Management, Inc   1999 - 2002

Skills
Direct Sales, New Business Development

Education
University of California, Davis   1990 — 1994
B.A.

Paul Meinville Paul Meinville Greater New York City Area Details
Paul Meinville's Charles Schwab & Co., Inc. Experience March 1987 - December 2006
Job VP National Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors  July 2012 - Present
Affinity Wealth Management, Inc.   May 2011 - April 2012
Raymond James & Associates, Inc.   April 2010 - February 2011
Ameriprise Financial  November 2008 - November 2009
Charles Schwab & Co., Inc.   March 1987 - December 2006

Skills
Wealth Management, Strategic Financial..., Investments, Management, Mutual Funds, Securities, Financial Services, Business Development, Leadership, Banking, Financial Advisory

Education
Temple University   1981 — 1984
BA Management, Business Administration

West Chester University of Pennsylvania   1978 — 1981
Business Administration

Jason Lavender Jason Lavender San Francisco, California Details
Jason Lavender's Charles Schwab & Co., Inc. Experience July 2012 - Present
Job Managing Director, Legal
Industry Legal Services
Experience
Charles Schwab & Co., Inc.   July 2012 - Present
A Squared Group  February 2011 - June 2012
Foley & Lardner LLP  August 2000 - February 2011
Evers & Hendrickson   1999 - 2000

Skills
Securities, Licensing, Mergers, General Commercial..., Mergers & Acquisitions, Intellectual Property, Dispute Resolution, Corporate Law, Corporate Governance, Privacy Law, Securities Regulation, International Law, Joint Ventures, Software Licensing

Education
Leiden University   1998 — 1999
Law

University of California, Hastings College of the Law   1996 — 1999
Juris Doctor, Banking, Corporate, Finance, and Securities Law

University of California, Riverside   1992 — 1996
BA, History, Law and Society

Shee-Yee Wu Shee-Yee Wu San Francisco Bay Area Details
Shee-Yee Wu's Charles Schwab & Co., Inc. Experience September 2011 - Present
Job Managing Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   September 2011 - Present
Charles Schwab  December 2000 - September 2011
Charles Schwab & Co., Inc.   February 2000 - December 2000
Charles Schwab  October 1999 - February 2000
Charles Schwab  September 1998 - October 1999
Andersen Consulting  September 1992 - June 1996

Skills
Product Management, Project Management, Leadership, Financial Services, Management, Business Strategy

Education
University of California, Berkeley, Haas School of Business   1996 — 1998
Master of Business Administration (MBA)

University of Florida   1988 — 1992
B.S., Finance

John Pelczarski John Pelczarski Greater Denver Area Details
John Pelczarski's Charles Schwab & Co., Inc. Experience July 2015 - Present
Job Senior Management Team at Charles Schwab & Co., Inc Schwab Performance Technologies
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2015 - Present
Lockheed Martin Corporation  2012 - 2014
Financial Engines, Inc.   2004 - 2012
Wells Fargo Bank, N.A., Wholesale Banking Group   2003 - 2004
Charles Schwab & Co., Inc., Schwab Institutional   1997 - 2003
Charles Schwab & Co., Inc., Schwab Institutional   1990 - 1997
Shearson Lehman Hutton  1989 - 1990
Duke McElroy & Company   1986 - 1989

Skills
Portfolio Management, Hedge Funds, Equities, Investments, Business Process, Mutual Funds, Finance, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Mergers, Relationship Management, Mergers & Acquisitions, Management, Executive Management, Analysis, Strategy, Business Analysis, Trading, Retirement Planning, Retirement, Talent Management, Pensions, Business Process..., Business Strategy, Defined Benefit, Derivatives, Investment Strategies, Program Management, Leadership, Financial Reporting, 401k, Project Portfolio..., Financial Advisory, Sarbanes-Oxley Act, Project Management, Financial Markets, PMO, Portfolio Optimization, Team Leadership, Performance Management, Risk Management, Financial Services, Process Improvement, Strategic Planning, Asset Management, Change Management, Product Management, Vendor Management

Education
University of California, San Diego   1983 — 1986
Bachelor of Arts (BA), Economics/Management Science

University of California, Los Angeles   1981 — 1983
Economics/Mathematics

University of California, Berkeley   1987 — 1989
Mathematics-Statistics

Leticia Reyes Leticia Reyes San Francisco Bay Area Details
Leticia Reyes's Charles Schwab & Co., Inc. Experience October 2004 - October 2006
Job Site Producer at Snapfish by HP
Industry Online Media
Experience
Snapfish by HP  September 2010 - Present
InXpo  October 2009 - April 2010
Ziff Davis Media  October 2006 - October 2009
Charles Schwab & Co., Inc.   October 2004 - October 2006
TechTV  September 2002 - July 2004
TechTV  October 2000 - September 2002
ZDTV  August 1999 - September 2000
ZDTV/TechTV   February 1999 - September 1999

Skills
Email Marketing, Event Management, Content Development, CMS, Content Strategy, Digital Media, CSS, Web Content Management, Advertising, Newsletters, Photoshop, Social Media, Online Advertising, Marketing, User Experience, Content Management, Management, Photography, Editorial, Editing, Multimedia, Web Design, User Interface Design

Education
University of California, Berkeley   1995 — 1999
BA

Anya Rozina Anya Rozina New York, New York Details
Anya Rozina's Charles Schwab & Co., Inc. Experience June 2000 - June 2002
Job Senior Analyst at Lepercq de Neuflize Asset Management LLC
Industry Investment Management
Experience
Lepercq de Neuflize Asset Management   September 2015 - Present
Cornell University Investment Office  October 2012 - January 2015
Lepercq Lynx Investment Advisory   September 2008 - August 2012
Merrill Lynch  January 2005 - April 2008
Faucheir Partners Ltd.   July 2003 - September 2003
Charles Schwab & Co., Inc.   June 2000 - June 2002

Education
Universitat Pompeu Fabra   2002 — 2004
MBA, Finance

University of California, Berkeley (CA, USA)   1995 — 2000
BA, Economics

Stuart Sands Stuart Sands San Francisco Bay Area Details
Stuart Sands's Charles Schwab & Co., Inc. Experience 1994 - September 2004
Job Principal Enterprise Architect
Industry Computer Software
Experience
Kaiser Permanente Information Technology  2008 - Present
Kaiser Permanente IT  2005 - May 2012
Kaiser Permanente  November 2005 - 2008
InvestStar   February 2005 - May 2005
Charles Schwab & Co., Inc.   1994 - September 2004
Castle Rock Consulting Group   January 1992 - January 1994
XOMA  1988 - 1992
LuTech, Inc.   1982 - 1988

Skills
Application Architecture, Architecture, System Architecture, SOA, Enterprise Architecture, IT Strategy, EAI, Solution Architecture, SDLC, ESB, Agile Methodologies, Integration, Requirements Analysis, Consulting, Software Development, Strategy

Education
University of California, Berkeley   1976 — 1980
B.S.

Bruce Halliwell Bruce Halliwell San Francisco Bay Area Details
Bruce Halliwell's Charles Schwab & Co., Inc. Experience January 2008 - Present
Job Finance Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   January 2008 - Present

Skills
Finance, Financial Analysis, Financial Modeling, Financial Planning, Management

Education
San Francisco State University
MBA

Syracuse University
BS

Lance Mock Lance Mock San Francisco Bay Area Details
Lance Mock's Charles Schwab & Co., Inc. Experience 2000 - 2006
Job Principal Software Engineer
Industry Computer Software
Experience
Hovee   March 2014 - Present
Nuance Communications, Inc.   January 2007 - February 2014
Charles Schwab & Co., Inc.   2000 - 2006
Hewlett-Packard  1998 - 2000
Digital Generation Systems  1993 - 1998
Concurrent Logic   1991 - 1993
Poqet Computer   1988 - 1991

Skills
Technical Leadership, Software Design, Software Development, User Interface, Java, Web Applications, Servlets, XML, JSP, HTML, Agile, Software Engineering, C, SQL, Software Project..., MySQL, Windows, Shell Scripting, Linux, JDBC, Scrum, User Interface Design, Spring, JBoss, ClearCase, Eclipse, Agile Methodologies, Flex, jQuery, Unix, Python, Perl, JBoss Application Server, Testing, Architecture, Object Oriented Design, Databases, Subversion, Weblogic, Distributed Systems, Web Services, Tomcat, Ant, SOAP, SOA, CVS, Java Enterprise Edition, REST, Design Patterns, JavaScript

Education
San Francisco State University
BS, Computer Science

C. Daniel Baca C. Daniel Baca Greater Denver Area Details
C. Daniel Baca's Charles Schwab & Co., Inc. Experience July 2012 - Present
Job Managing Director – Corporate Operational Risk (COR), Analytics at Charles Schwab & Co., Inc.
Industry Banking
Experience
Charles Schwab & Co., Inc.   July 2012 - Present
AB, fsb   June 2009 - June 2012
Allonhill, LCC   June 2011 - August 2011
University of Phoenix  September 1986 - December 2010
TelePacific Communications  February 2006 - December 2008
Comcast Cable  July 1997 - October 2003
Time Warner Communications  April 1995 - July 1997
Mountain Bell/US WEST Communications & Advanced Technologies   February 1977 - March 1995

Skills
Telecommunications, Finance, Vendor Management, Risk Management, Call Center, Network Operations, IT Management, Project Planning, SDLC, Management, Access, Networking, Forecasting, Project Management, Software Development, Analysis, Leadership, Integration, Program Management, Call Centers, CRM, Software Documentation, Business Analysis, Agile Methodologies, Business Intelligence, Strategic Planning, Change Management, Computer Network..., Disaster Recovery, PMO, Strategy, Banking, Requirements Analysis, Information Technology, Business Process..., Data Warehousing, Process Improvement, Visio

Education
University of Colorado Boulder   1989 — 1991
MS

The University of New Mexico - Robert O. Anderson School of Management   1983 — 1986
MBA

University of Colorado Boulder   1972 — 1976
BA

Tim A. Brenneman CSM Tim A. Brenneman CSM San Francisco, California Details
Tim A. Brenneman CSM's Charles Schwab & Co., Inc. Experience 1997 - 2005
Job Senior Software Development Manager at Autodesk
Industry Computer Software
Experience
Autodesk  March 2014 - Present
Autodesk  August 2012 - March 2014
Autodesk  June 2010 - July 2012
Autodesk  2007 - June 2010
Kinetic Networks, Inc.   2007 - 2007
Charles Schwab & Co., Inc.   1997 - 2005
KPMG  January 1996 - January 1997
Hyperion Software  1990 - 1994
Hyperion Solutions  1990 - 1994
Circle Freight   1989 - 1990

Skills
Data Warehousing, Business Intelligence, Master Data Management, Business Analysis, Project Management, Software Development, Integration, Agile Methodologies, Data Warehouse..., Data Quality, Certified Scrum Master..., Project Portfolio..., SDLC, Dashboard, Software Project..., Agile Project Management, Solution Architecture, Enterprise Software, Siebel, Requirements Analysis, Governance, Scrum, SOA, Data Integration, Business Objects, Business Process Design, Informatica

Education
Miami University   1981 — 1984
BS Accountancy, Accountancy

Wheaton College   1978 — 1981
economics

Charles Lindgren Charles Lindgren San Francisco Bay Area Details
Charles Lindgren's Charles Schwab & Co., Inc. Experience September 1989 - October 2002
Job
Industry Banking
Experience
First Republic Bank  June 2015 - Present
First Republic Bank  June 2013 - December 2014
Franklin Templeton Investments  March 2013 - May 2013
Bank of America  September 2010 - March 2012
Bank of America  June 2003 - September 2010
Charles Schwab & Co., Inc.   September 1989 - October 2002

Skills
Project Portfolio..., Software Project..., Product Management, Business Analysis, IT Strategy, Cross-functional Team..., Process Improvement, Program Management, Project Management, Change Management, Product Development, Banking, Business Strategy, Strategic Planning, Leadership

Education
University of Minnesota - Carlson School of Management   1993 — 1995
MBA

Stanford University   1983 — 1987
Bachelor of Arts (B.A.)

The Blake Schools   1977 — 1983

Scott Gaston Scott Gaston Austin, Texas Area Details
Scott Gaston's Charles Schwab & Co., Inc. Experience 2009 - Present
Job Marketing and Market Data Professional
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   2009 - Present
BuildASign, Inc.   2006 - 2008
Wells Fargo Bank, N.A.   2003 - 2005
Charles Schwab & Co., Inc.   1999 - 2002
Cortijo Custom Furnishings   1997 - 1999
Citibank International  1993 - 1997
Citibank, N.A.   1989 - 1993

Skills
Marketing, Marketing Strategy, Program Management, Strategic Planning, Product Development, Product Marketing, Management, Strategy, Sales, Business Strategy

Education
The University of Texas at Austin - Red McCombs School of Business   1978 — 1982
BBA, Engineering Route Through Business

Sarah Connolly, CFP®, CWS® Sarah Connolly, CFP®, CWS® Phoenix, Arizona Area Details
Sarah Connolly, CFP®, CWS®'s Charles Schwab & Co., Inc. Experience November 1999 - July 2010
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc  November 2014 - Present
Schwab Private Client Investment Advisory, Inc.   July 2010 - October 2014
Charles Schwab & Co., Inc.   November 1999 - July 2010
IMARC - Law Office of Janice Celotti   February 2006 - October 2006

Education
Arizona State University College of Law   2005 — 2008
JD, Trusts and Estates

Northern Arizona University   2003 — 2005
M.Ed., Educational Technology

Arizona State University   1997 — 1999
B.S., Speech and Hearing Sciences

International Baccalaureate   1992 — 1995
Diploma, Diploma Programme

Anna Kuang Anna Kuang San Francisco Bay Area Details
Anna Kuang's Charles Schwab & Co., Inc. Experience March 2007 - March 2009
Job Windows Systems Administrator at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab  May 2011 - Present
Charles Schwab & Co., Inc.   March 2007 - March 2009
Hotwire  December 2005 - January 2007
Charles Schwab  February 1998 - May 2005

Skills
Troubleshooting, Windows, Disaster Recovery, Technical Support, Active Directory, Vendor Management, SDLC, Visio, SharePoint, Data Center, Security, System Administration, Process Improvement

Education
San Jose State University   1990 — 1995
BA, 1. International Business; 2. Marketing

John Mannix John Mannix San Francisco Bay Area Details
John Mannix's Charles Schwab & Co., Inc. Experience January 2007 - April 2009
Job Vice President and Manager Investment Management System Development at Mellon Capital
Industry Information Technology and Services
Experience
Mellon Capital  March 2013 - Present
Wells Fargo  February 2010 - March 2013
JWM Consulting   April 2009 - July 2010
Charles Schwab & Co., Inc.   January 2007 - April 2009
Charles Schwab  November 2005 - December 2006
Charles Schwab  September 2004 - October 2005
Charles Schwab  October 2003 - August 2004
Charles Schwab  May 1999 - September 2003
Stanford University Medical Center  March 1998 - April 1999
Stanford University Medical Center  June 1997 - February 1998

Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2008
Seminar - Mathematics of Financial Engineering

University of California, Berkeley   2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes

University at Buffalo   1979 — 1985
BA, Mathematics / Aerospace Engineering

Marcie Laderman Marcie Laderman San Francisco Bay Area Details
Marcie Laderman's Charles Schwab & Co., Inc. Experience 2005 - 2006
Job Director, Sales Strategy at Salesforce
Industry Computer Software
Experience
Salesforce  April 2015 - Present
salesforce.com  June 2014 - April 2015
Salesforce.com  November 2012 - May 2014
salesforce.com  September 2009 - October 2012
salesforce.com  July 2008 - July 2009
salesforce.com  July 2007 - June 2008
salesforce.com  August 2006 - June 2007
Charles Schwab & Co., Inc.   2005 - 2006

Skills
Salesforce.com, SaaS, Lead Generation, Enterprise Software, Cloud Computing, Account Management, Solution Selling, Sales Process, Strategic Partnerships, CRM, Marketing Automation, Cold Calling, Direct Sales, Sales, Analytics, Social Media, New Business Development, Demand Generation, Selling, Social Media Marketing, Start-ups

Education
Stanford University   2004 — 2005
MA, Communication

Stanford University   2000 — 2004
BA, Public Policy

Keye Chang Keye Chang Greater Omaha Area Details
Keye Chang's Charles Schwab & Co., Inc. Experience August 2006 - April 2007
Job Compliance Manager Sales Material Specialist
Industry Financial Services
Experience
Invesco  April 2007 - Present
Charles Schwab & Co., Inc.   August 2006 - April 2007
Financial Industry Regulatory Authority  August 2003 - April 2006

Skills
Mutual Funds, Investments, Series 7, FINRA, Financial Services, ETFs, Insurance, SEC, Institutional..., Securities, Series 24, Sales, Hedge Funds, Alternative Investments, Series 63, Asset Management, Equities, Private Equity, Securities Regulation

Education
The University of Texas at Austin   1992 — 1996
Bachelor of Arts (B.A.), Asian Studies/Civilization

Rachel Apalit Rachel Apalit San Francisco Bay Area Details
Rachel Apalit's Charles Schwab & Co., Inc. Experience 2007 - Present
Job Sales Support Specialist at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   2007 - Present
Charles Schwab  October 2003 - October 2007

Education
San Francisco State University
Business Administration

John D. Metallic, CFP® John D. Metallic, CFP® San Francisco Bay Area Details
John D. Metallic, CFP®'s Charles Schwab & Co., Inc. Experience October 2006 - Present
Job Financial Services Professional / Certified Financial Planner®
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   October 2006 - Present
Essex National Securities, LLC  2002 - 2006
Charles Schwab & Co., Inc.   2000 - 2001
Charles Schwab & Co., Inc.   1999 - 2000
Charles Schwab & Co., Inc.   1997 - 1999
Charles Schwab & Co., Inc.   1996 - 1997
Charles Schwab & Co., Inc.   1994 - 1995
Charles Schwab & Co., Inc.   1993 - 1994
Renaissance, Inc.   1988 - 1993
K.J. Brown & Co., Inc.   1986 - 1988

Education
Purdue University - Krannert School of Management   1980 — 1984

Purdue University - Krannert School of Management   1980 — 1984
BSIM, Industrial Management

Rhyan Politano Rhyan Politano San Francisco Bay Area Details
Rhyan Politano's Charles Schwab & Co., Inc. Experience April 2006 - September 2014
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2014 - Present
Charles Schwab & Co., Inc.   April 2006 - September 2014
Adecco  December 2003 - March 2006

Education
Pacific Union College   1998 — 2003
Bachelor’s Degrees in Business Administration, International Business & French

Centre Universitaire et Pédagogique du Salève   1999 — 2000
French

Robert Hendrick Robert Hendrick New York, New York Details
Robert Hendrick's Charles Schwab & Co., Inc. Experience July 2015 - Present
Job Senior Design Manager, Design and Construction, Corporate Real Estate at Charles Schwab & Co., Inc.
Industry Architecture & Planning
Experience
Charles Schwab & Co., Inc.   July 2015 - Present
Starbucks  February 2013 - July 2015
Starbucks  March 2010 - February 2013
Asymptote Architecture  2006 - 2010
Parsons School of Design  2006 - 2006
Stephan Jaklitsch Architects   2004 - 2006
Hillier Architecture [RMJM Hillier]   2001 - 2004
Eisenman Architects  2003 - 2003
TAMS Consultants, Inc.   1997 - 1999
Baker Barrios  1993 - 1997

Skills
Architectural Design, Retail Design, Architecture, Design Research, Design Management, Space planning, Architectures, Construction Management, Sustainable Design, Concept Design, Project Management, Interior Architecture, Interior Design, Urban Design, Residential Design, Sketching, Project Planning, Mixed-use, Furniture, Submittals, Architectural Drawings, Comprehensive Planning, Concept Development, Urban Planning, Green Building, BIM, Construction Drawings, Fabrication, Commercial Design, Client Liaison, International Project..., Luxury Brand Design, Brand Architecture, Brand Design, Team Management, Management Of Creative..., Management Of..., Cross-functional Team..., Cross Functional..., Branding, Retail, Project Coordination, Brand Development, Custom Furniture, FF, Site Planning, Conceptual Design, Sustainable Architecture, Sustainability, Light Infrastructure...

Education
Princeton University   1999 — 2001
Masters, Architecture

L’Ecole des Beaux-Arts de Fontainebleau   2000 — 2000
Architecture

University of Florida   1993 — 1997
Bachelor of Design, Architecture

Andrea Fujii Andrea Fujii San Francisco Bay Area Details
Andrea Fujii's Charles Schwab & Co., Inc. Experience 1993 - 2001
Job Investments Marketing Professional
Industry Financial Services
Experience
Fiduciary Trust Company International  Marketing ManagerFiduciary Trust Company International2009 - Present
Franklin Templeton Investments  2005 - 2009
Charles Schwab & Co., inc.   1993 - 2001

Skills
Marketing, Mutual Funds, Business Analysis

Education
University of California, Davis

Mary Jean McFarland Mary Jean McFarland Austin, Texas Area Details
Mary Jean McFarland's Charles Schwab & Co., Inc. Experience April 2007 - Present
Job Sr Software Engineer at Charles Schwab Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   April 2007 - Present
Independent  October 2004 - March 2007
Gambro Healthcare, Inc.   March 2000 - September 2004
Software / Consulting Services   1998 - 2000
DHL Asia-Pacific IT Centre   1994 - 1997
Saztec Technology Corporation   1992 - 1994
Unidata Corporation   1990 - 1992

Skills
Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Project Management, Unix, Software Development, XML, SQL, Microsoft SQL Server, Scrum, Enterprise Architecture, Databases, Integration, Visual Studio

Education
Pamantasan ng Lungsod ng Maynila   1986 — 1990
Bachelor of Science, Computer Science

Malate Catholic School   1981 — 1985
High School

Our Lady of Carmel School   1975 — 1981
Elementary

Shannon Carson Wehr Shannon Carson Wehr Greater Denver Area Details
Shannon Carson Wehr's Charles Schwab & Co., Inc. Experience January 2013 - Present
Job Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   January 2013 - Present
Lincoln Trust Company  December 2009 - January 2013
fka Fiserv Trust Company   February 2008 - November 2009
Fiserv Trust Company  January 2004 - January 2008
Resources Trust Company  May 1999 - December 2003
UMB Bank  1994 - 1999
UMB Bank  1992 - 1994

Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research

Education
Kansas State University   1988 — 1992

Craig Crebbin Craig Crebbin San Francisco Bay Area Details
Craig Crebbin's Charles Schwab & Co., Inc. Experience April 2005 - Present
Job Retired, Charles Schwab & Co., Inc.
Industry Capital Markets
Experience
Charles Schwab & Co., Inc.   April 2005 - Present
Charles Schwab & Co., Inc.   August 1987 - April 2005
Deloitte, Haskins & Sells   September 1982 - March 1986
Hambrecht & Quist  April 1978 - August 1980
E.F. Hutton   July 1976 - February 1978

Education
University of California, Berkeley   1972 — 1976

Alfred King Alfred King San Francisco Bay Area Details
Alfred King's Charles Schwab & Co., Inc. Experience October 2000 - December 2009
Job Senior Manager, System Operations at Oracle
Industry Information Technology and Services
Experience
Oracle  April 2014 - Present
Responsys  February 2010 - April 2014
Charles Schwab & Co., Inc.   October 2000 - December 2009
Realtime Solutions (now Intelligrated)   1997 - 2000

Education
San Jose State University   1989 — 1993
Bachelor of Science, Industrial Technology

Lori Fitzmaurice Lori Fitzmaurice New York, New York Details
Lori Fitzmaurice's Charles Schwab & Co., Inc. Experience December 1986 - April 1997
Job Chief Operating Officer at More Than Me
Industry Nonprofit Organization Management
Experience
More Than Me  June 2015 - Present
Free the Slaves  July 2013 - June 2015
Girls For A Change  September 2009 - July 2013
Bay Area Women's Sports Initiative (BAWSI)   November 2012 - January 2013
Keys School  December 2007 - August 2009
San Francisco Zoo  September 2006 - December 2007
The Center for Grieving Children  November 1999 - September 2006
FitzMarine Boat Refinishing   May 1997 - October 1999
Charles Schwab & Co., Inc.   December 1986 - April 1997

Skills
Event Planning, Grants, Annual Giving, Strategic Planning, Budgets, Supervision, Fundraising, Non-profits, Community Outreach, Grant Writing, Public Speaking, Volunteer Management, Stewardship, Philanthropy, Program Development, Board Development, Event Management, Social Media, Non-profit..., Teaching, Board Relations, Editing, Social Entrepreneurship, Program Management, Program Evaluation, Leadership Development, Community Development, Strategic Communications, Non-profit Board..., Grant Administration, Social Networking, Team Building, Workshop Facilitation, Microsoft Office, Leadership, Project Management, Customer Service, Proposal Writing, Youth Development, Coaching, Community Organizing, Management, Organizational..., Capacity Building, Nonprofits, Strategy, International..., Public Relations, Project Planning, Cross-functional Team...

Education
Stanford University Graduate School of Business   2011 — 2011
EPNL, Social Innovation

University of California, Davis   1984 — 1986
Bachelor of Arts (B.A.), Russian Language and Literature

Bonnie Revoner Bonnie Revoner Greater Atlanta Area Details
Bonnie Revoner's Charles Schwab & Co., Inc. Experience September 1987 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
FINRA Arbitrator   January 2007 - Present
Charles Schwab & Co., Inc.   September 1987 - January 2002
Charles Schwab & Co, Inc   January 1987 - January 2002
Southern College  August 1974 - May 1985

Skills
Software Development, Investment Strategies, Investments, Social Media, Data Analysis, Social Networking, Public Relations, Access, Community Outreach, PowerPoint, Editing, Leadership, FINRA, Project Management, Microsoft Office, Technical Writing, Customer Service, Strategic Planning, Insurance, Economics, Coaching, Microsoft Excel, AML, Public Speaking, Newsletters, Research, Legal Research, Business Analysis, Management, Marketing Strategy, Small Business, Credit, Securities, Outlook, Team Building, Microsoft Word, Training, Marketing, Creative Writing, Risk Management, Sales, HAMP, Fixed Income Strategies, Securities Market, Variable Life, Certified Anti-Money..., NYSE, Broker-Dealer

Education
The University of Memphis   1983 — 1985
MA, Political Science; Communications

The University of Memphis
BA; MA, Journalism, Political Science; Communications

Benjamin Chin, PMP SCPM Benjamin Chin, PMP SCPM San Francisco Bay Area Details
Benjamin Chin, PMP SCPM's Charles Schwab & Co., Inc. Experience 2002 - 2009
Job Technical Project Manager Consultant at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab  2015 - Present
Visa  2013 - 2015
Visa  2012 - 2013
Bank of America  2011 - 2012
Wells Fargo & Company  2009 - 2011
Charles Schwab & Co., Inc.   2002 - 2009
Charles Schwab & Co., Inc.   1999 - 2002
Pacific Gas and Electric Company  1999 - 1999
Fleming Companies  1998 - 1999
Pacific Bell  1996 - 1998

Education
San Francisco State University   1984 — 1988
BS, Computer Information Systems

Scott J. Swain, CPA CFA CFP® Scott J. Swain, CPA CFA CFP® Cleveland/Akron, Ohio Area Details
Scott J. Swain, CPA CFA CFP®'s Charles Schwab & Co., Inc. Experience August 1999 - August 2003
Job Tax Partner at Skoda Minotti
Industry Financial Services
Experience
Skoda Minotti  February 2015 - Present
Paragon Advisors, Inc.   August 2003 - January 2015
Charles Schwab & Co., Inc.   August 1999 - August 2003
Ernst & Young, LLP   September 1992 - August 1999

Skills
Estate & Trust Planning, Asset Allocation..., Investment Advice, Personal Income Tax..., Financial Analysis, Cash Planning, Retirement Planning, Stock Option Planning, Family Limited..., Trust Taxation, Investments, Roth IRA Analysis, Saving for Education..., Qualified Retirement..., Gift Tax, Private Foundations, Personal Net Worth..., Qualified Personal..., Grantor Retained..., Charitable Lead Trusts, Charitable Remainder..., Life Insurance, Property & Casualty..., Financial Modeling, Fixed Income, Accounting, Financial Services, CPA, Income Tax

Education
University of Akron Masters of Taxation   1996 — 2000
Master's Degree, Taxation, 3.9 GPA

Miami University   1988 — 1992
Bachelor's Degree, Accounting & Finance, 4.0 GPA

Adam Warot Adam Warot Greater Denver Area Details
Adam Warot's Charles Schwab & Co., Inc. Experience November 1998 - May 2008
Job Vice President & Corporate Counsel, Jackson National Life
Industry Financial Services
Experience
Jackson National Life  June 2008 - Present
Charles Schwab & Co., Inc.   November 1998 - May 2008

Education
Santa Clara University School of Law   1995 — 1998
J.D.

University of California, Santa Barbara   1990 — 1994

Tamara Gabriel, MSOD Tamara Gabriel, MSOD Oakland, California Details
Tamara Gabriel, MSOD's Charles Schwab & Co., Inc. Experience May 2006 - September 2011
Job Senior Finance Manager, Financial Planning & Analysis at Pandora
Industry Internet
Experience
Pandora  October 2014 - Present
Pandora  October 2013 - October 2014
Charles Schwab  January 2013 - October 2013
Charles Schwab  October 2011 - January 2013
Charles Schwab & Co., Inc.   May 2006 - September 2011
Charles Schwab  May 2005 - May 2006
Charles Schwab  April 2004 - April 2005

Skills
Variance Analysis, Program Management, Needs Analysis, Training, Systems Analysis, Forecasting, Analysis, Budget, Strategic Financial..., Financial Modeling, Financial Analysis, PeopleSoft, Finance, Project Finance, Business Analysis, Process Improvement, Strategy, Competitive Analysis, Budgets, Management, Leadership, Talent Acquisition

Education
University of San Francisco   2004 — 2006
MS, Organization Development

University of California, Davis   1994 — 1999
BS, Managerial and Agricultural Economics

Sarah Muren Sarah Muren San Francisco Bay Area Details
Sarah Muren's Charles Schwab & Co., Inc. Experience 1994 - 2001
Job IT Manager at Overaa Construction
Industry Construction
Experience
Overaa Construction  IT ManagerOveraa Construction2006 - Present
Charles Schwab & Co., Inc.   1994 - 2001

Skills
Active Directory, Integration, Leadership, Management, Microsoft Exchange, Microsoft Office, Primavera P6, Process Improvement, Program Management, Project Management, Project Planning, Servers, Virtualization, Windows Server, Business Analysis, Construction, Contract Management

Education
University of California, Berkeley

L. Paul Jackson, II L. Paul Jackson, II Washington D.C. Metro Area Details
L. Paul Jackson, II's Charles Schwab & Co., Inc. Experience June 2000 - April 2008
Job Associate Attorney at Shipley & Horne, P.A.
Industry Law Practice
Experience
Shipley & Horne, P.A.   January 2014 - Present
McNamee, Hosea, Jernigan, Kim, Greenan & Lynch, P.A.   June 2011 - January 2014
Innovative  2012 - 2013
Innovative  2012 - 2013
Prince George's County Circuit Court  August 2010 - June 2011
Law Offices of Foran & Foran, P.A.   May 2008 - May 2010
University of Baltimore School of Law Tax Clinic   August 2009 - December 2009
Under Armour, Inc.   June 2009 - August 2009
Charles Schwab & Co., Inc.   June 2000 - April 2008
Northwestern Mutual Financial Network  May 1999 - June 2000

Skills
Title Insurance, Civil Litigation, Family Law

Education
University of Baltimore School of Law   2007 — 2010
Doctor of Law (JD)

University of Maryland College Park   1994 — 1999
B.S., Health and Human Performance

Bishop McNamara High School   1991 — 1994

Howard Dade Howard Dade San Francisco Bay Area Details
Howard Dade's Charles Schwab & Co., Inc. Experience November 1989 - October 2002
Job Ride Share Transportation Specialist at Lyft
Industry Restaurants
Experience
Lyft  August 2013 - Present
Rose’s Café   December 2011 - December 2012
Escomida, LLC dba Howie’s Café   January 2007 - September 2011
Panini Giordano, LLC dba Quiznos   January 2004 - January 2009
Charles Schwab & Co., Inc.   November 1989 - October 2002
Charles Schwab & Co., Inc   2000 - 2002

Skills
Marketing Management, Marketing, International Marketing, Marketing Strategy, Product Management, Segmentation, Product Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Financial Services, Competitive Analysis, Marketing Communications, Email Marketing, Market Research, Restaurant Management, Food Service, Food Packaging, Sales, Training

Education
Thunderbird School of Global Management   1984 — 1985
MBA, International Marketing

University of Oregon - Charles H. Lundquist College of Business   1979 — 1984
BA, Marketing

Jessica Wadsworth Jessica Wadsworth Greater Atlanta Area Details
Jessica Wadsworth's Charles Schwab & Co., Inc. Experience 1993 - 2006
Job Experienced Operations Manager
Industry Financial Services
Experience
CNL  June 2008 - August 2008
Trinity Prep School   January 2007 - May 2008
Charles Schwab & Co., Inc.   1993 - 2006

Education
Principia College   1989 — 1993
B.A. History

Michael Van Lith Michael Van Lith Phoenix, Arizona Area Details
Michael Van Lith's Charles Schwab & Co., Inc. Experience 2006 - Present
Job Managing Director, Product Development and Marketing at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab  January 2006 - Present
Charles Schwab & Co., Inc.   2006 - Present

Skills
Product Marketing, Financial Services, Product Management, Segmentation, Management, Product Development, Marketing, Strategic Partnerships, Business Analysis, Business Strategy, CRM, Analytics, Relationship Management, Portfolio Management

Education
The University of Texas at Austin   1984 — 1986
Finance

James W. Verity James W. Verity Greater Boston Area Details
James W. Verity's Charles Schwab & Co., Inc. Experience December 2003 - January 2005
Job Vice President at Adviser Investments
Industry Financial Services
Experience
Adviser Investments  March 2011 - Present
Kobren Insight Management  January 2005 - March 2011
Charles Schwab & Co., Inc.   December 2003 - January 2005
Charles Schwab  January 2000 - December 2003
Charles Schwab  April 1993 - January 2000
Olde Discount Stockbrokers Inc   January 1992 - January 1993

Education
Plymouth State University   1988 — 1992
BS, Management

Melrose High School   1985 — 1988

Bob Havers Bob Havers Phoenix, Arizona Area Details
Bob Havers's Charles Schwab & Co., Inc. Experience June 2000 - Present
Job Systems Programmer at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   June 2000 - Present
Amdahl Corporation  1988 - 2000
NorthAmerican Van Lines  1974 - 1985

Skills
Mainframe, z/OS, ISPF, REXX, OS/390, IBM Utilities, MVS, TSO, JCL, VSAM, Systems Programming, IBM Mainframe, NDM, Storage Management, Tape, Disaster Recovery, Disk, System Administration, COBOL, Syncsort, SMP/E, JES2, SDSF, Dasd, Omegamon, z/VM, zSeries, CLIST, IBM Assembler, MVS/ESA, VSE, VM, RACF, WebSphere MQ, DB2, BAL

Education
Penn State University   1969 — 1973
BS, Computer Science

Dara Owens Dara Owens Greater Denver Area Details
Dara Owens's Charles Schwab & Co., Inc. Experience September 1997 - July 2004
Job Independent Consultant
Industry Financial Services
Experience
Colorado SolarVolts, Inc.   January 2011 - Present
Charles Schwab Investment Advisory, Inc.   April 2013 - Present
BBW Capital Markets, LLC   March 2011 - November 2012
FINRA  August 2005 - March 2011
Charles Schwab & Co., Inc.   September 1997 - July 2004

Skills
Securities consulting, AMLCP independent..., Firm element training, Series 7, Mutual Funds, AML, Risk Management, Financial Services, Series 24, Investments, Regulations, Equities, Fixed Income, Investment Management, Fraud, Risk Assessment, Process Improvement, Compliance, Operations Management, Coaching, Problem Solving, Mentoring, Due Diligence, Alternative Investments

Education
University of Phoenix   1995 — 1998
MA, Organizational Management

Metropolitan State University of Denver   1988 — 1992
BA, Community Service Administration

Diane Gunderson Diane Gunderson San Francisco Bay Area Details
Diane Gunderson's Charles Schwab & Co., Inc. Experience September 1996 - August 1999
Job Director, Americas Learning & Development at American President Lines (APL)
Industry Management Consulting
Experience
American President Lines (APL)   August 2005 - Present
DG Consulting  April 1989 - August 2005
Charles Schwab & Co., Inc.   September 1996 - August 1999
Stanford University  March 1993 - September 1996

Education
Santa Clara University   1978 — 1982
MBA, Management

Kathryn Morrison Kathryn Morrison San Francisco Bay Area Details
Kathryn Morrison's Charles Schwab & Co., Inc. Experience April 2002 - Present
Job Vice President and Associate General Counsel at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   April 2002 - Present
Seyfarth Shaw  July 1987 - March 2002
Pillsbury Madison & Sutro  September 1985 - June 1987
VISTA (Volunteers in Service to America)   July 1981 - June 1982

Education
University of Denver - Sturm College of Law   1982 — 1985
JD, Law

Northwestern University   1977 — 1981
BA, Political Science

Karen Szeto Karen Szeto San Francisco Bay Area Details
Karen Szeto's Charles Schwab & Co., Inc. Experience 2001 - 2009
Job Business Analyst Specialist HR Technology at Kaiser Permanante
Industry Hospital & Health Care
Experience
Kaiser Permanente  2009 - Present
Charles Schwab & Co., Inc.   2001 - 2009
Charles Schwab & Co., Inc.   2000 - 2001
Charles Schwab & Co., Inc.   1998 - 2000
Charles Schwab & Co., Inc.   1997 - 1998
Charles Schwab & Co., Inc.   1995 - 1997
Charles Schwab  1991 - 1995
Charles Schwab  1989 - 1991
Charles Schwab  1987 - 1989
San Francisco Newspaper Agency  1986 - 1987

Skills
Vendor Management, Business Analysis, SDLC, PeopleSoft, Process Improvement, Lean Six Sigma, Project Management, Requirements Analysis, Requirements Gathering, Business Development, Business Process, Human Resources, Business Process..., Management, Visio, Employee Benefits, Program Management, Change Management

Education
San Francisco State University
B.S., Business Administration

Matthew Murray Matthew Murray Greater New York City Area Details
Matthew Murray's Charles Schwab & Co., Inc. Experience 1999 - 2010
Job Vice President, Clearing Operations at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial  April 2010 - Present
Charles Schwab & Co., Inc.   1999 - 2010
Salomon Smith Barney  July 1986 - July 1999
DTCC  February 1984 - May 1986
Pershing  1980 - 1982

Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions

Education
Securities Industry Institute @ The Wharton School University of Pennsylvania   2012 — 2014
Graduate, Finance and Financial Management Services

University of Notre Dame - Mendoza College of Business   2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management

American Institute of Banking (ABA)   2006 — 2007
AIB Bank Operations Diploma, Bank Operations

State University of New York Empire State College   1989 — 1991
Business, Management and Economics, Accounting

New York Institute of Finance   1986 — 1990
Certificate, Brokerage Operations and Accounting

Christy Silvanic Christy Silvanic San Francisco Bay Area Details
Christy Silvanic's Charles Schwab & Co., Inc. Experience July 2013 - Present
Job Vice President at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2013 - Present
Ernst & Young  October 1993 - November 1996

Education
Michigan State University   1989 — 1993
B.A., Accounting

Peony Cheung Peony Cheung San Francisco Bay Area Details
Peony Cheung's Charles Schwab & Co., Inc. Experience April 1997 - August 2005
Job Executive Assistant to Chief Financial Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West  July 2011 - Present
Novartis Vaccines & Diagnostics, Inc.   March 2010 - April 2011
UTStarcom  March 2006 - February 2010
Charles Schwab & Co., Inc.   April 1997 - August 2005
Nestle Beverage Company  October 1990 - April 1997

Skills
Event Planning, Time Management, Strategy, Project Planning, Management, Human Resources

Education
The Hong Kong Polytechnic University
BA, Personnel Management

Ed Mash Ed Mash Greater Denver Area Details
Ed Mash's Charles Schwab & Co., Inc. Experience September 2000 - April 2009
Job Procurement Analyst at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company  September 2009 - Present
Charles Schwab & Co., Inc.   September 2000 - April 2009
Zap Create Your Own Cap   September 1997 - August 2000

Education
Metropolitan State University of Denver
Business Management, Marketing

Linda Warren, PMP Linda Warren, PMP San Francisco Bay Area Details
Linda Warren, PMP's Charles Schwab & Co., Inc. Experience October 2004 - December 2009
Job Contractor Project Manager at California State Automobile Association (AAA)
Industry Information Technology and Services
Experience
California State Automobile Association (AAA)   June 2010 - Present
Charles Schwab & Co., Inc.   October 2004 - December 2009
Charles Schwab & Co., Inc,   July 2003 - October 2004
Charles Schwab & Co., Inc.   January 2002 - July 2003
Charles Schwab & Co., Inc.   November 2000 - December 2001
Pacific Bell Information Services  August 1997 - November 2000

Education
Loyola Marymount University   1974 — 1978
BS, Economics, 2nd major Political Science

Chris Lofgren Chris Lofgren San Francisco Bay Area Details
Chris Lofgren's Charles Schwab & Co., Inc. Experience 2001 - 2006
Job manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  September 2006 - Present
Charles Schwab & Co., Inc.   2001 - 2006
MONTGOMERY SECURITIES, LLC   1993 - 2001
Banc of America Securities  March 1993 - December 2000

Skills
Equities, Asset Management, Fixed Income, Capital Markets, Financial Services, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Risk Management, Securities

Education
University of California, Berkeley   1981 — 1989
BA, Biology

University of California, Berkeley
Bachelor's degree, Biology, General

Kirsten Byrne Kirsten Byrne Greater Philadelphia Area Details
Kirsten Byrne's Charles Schwab & Co., Inc. Experience April 2002 - April 2003
Job Production Director, Navicor Group
Industry Marketing and Advertising
Experience
The Navicor Group  June 2015 - Present
The Boss Group for Bank of America   October 2009 - October 2014
Portfolio Marketing Group   June 2004 - April 2009
Charles Schwab & Co., Inc.   April 2002 - April 2003
Self Employed Marketing Consultant  September 1992 - April 2002

Skills
Account Management, Management, Recruiting, Training, Direct Mail, Direct Marketing, Integrated Marketing, Email Marketing, Marketing Communications, Budgets, Brand Development, Digital Marketing, Social Media, Creative Direction, Copywriting, Social Media Marketing, Marketing Strategy, Graphic Design, Newsletters, Advertising, Projects, Trade Shows, Brand Management

Education
San Diego State University-California State University
BA, Journalism/News Editorial Emphasis

San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism/News Editorial Emphasis

Derek H. Bystrom, CFP® Derek H. Bystrom, CFP® San Francisco Bay Area Details
Derek H. Bystrom, CFP®'s Charles Schwab & Co., Inc. Experience January 2014 - Present
Job VP / Sr. Financial Consultant, Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc   January 2014 - Present
Charles Schwab & Co., Inc.   June 1999 - December 2013
Prudential Securities  November 1997 - May 1999

Skills
Asset Allocation, Finance, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Investments, Investment Strategies, Account Management

Education
Saint Mary's College of California   2004 — 2006
MBA, Business

University of Colorado Boulder   1994 — 1997
B.A.

LaShawn Lynch LaShawn Lynch San Francisco Bay Area Details
LaShawn Lynch's Charles Schwab & Co., Inc. Experience 2007 - 2009
Job Treasury Services/Banking Professional
Industry Banking
Experience
Silicon Valley Bank  November 2010 - Present
Charles Schwab & Co., Inc.   2007 - 2009
Bank of America  2001 - 2007
JPMorgan Chase  1993 - 2000

Skills
Cash Management, Banking, Commercial Banking

Education
Tuskegee University
Bachelor of Science, Business Administration

Frank Horsman Frank Horsman Greater Atlanta Area Details
Frank Horsman's Charles Schwab & Co., Inc. Experience 1992 - 2002
Job Vice President at Spire Investment Partners
Industry Financial Services
Experience
Spire Investment Partners  April 2009 - Present
Nuveen Investments  2002 - 2008
Schwab Institutional Services   1992 - 2002
Charles Schwab & Co., Inc.   1992 - 2002

Education
Tusculum College   1964 — 1968
B.S., Business

Richard Dangerfield Richard Dangerfield Greater Denver Area Details
Richard Dangerfield's Charles Schwab & Co., Inc. Experience 1987 - 2004
Job Financial Services Attorney
Industry Financial Services
Experience
Western Union  September 2010 - February 2012
Western Union  November 2005 - October 2010
Charles Schwab & Co., Inc.   1987 - 2004

Education
University of California, Berkeley - School of Law   1977 — 1980
JD

Ryan L. Galmarini Ryan L. Galmarini Cleveland/Akron, Ohio Area Details
Ryan L. Galmarini's Charles Schwab & Co., Inc. Experience December 2005 - June 2013
Job Sr. Team Manager Advice at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  July 2013 - Present
Charles Schwab & Co., Inc.   December 2005 - June 2013

Skills
Investments, Mutual Funds, Financial Services, Retirement Planning, Series 63, Relationship Management, Series 7, 401k, Asset Allocation, Retirement, Public Speaking, Leadership

Education
Oral Roberts University   1997 — 2001
Bachelor of Science, Business Administration

Gabriela Gierke Gabriela Gierke Encino, California Details
Gabriela Gierke's Charles Schwab & Co., Inc. Experience December 2007 - Present
Job Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   December 2007 - Present

Education
University of California, Berkeley   1995 — 2000
BA

Jon Speight, CFP® Jon Speight, CFP® Houston, Texas Area Details
Jon Speight, CFP®'s Charles Schwab & Co., Inc. Experience June 1995 - November 1998
Job President at Speight Asset Management, LLC
Industry Investment Management
Experience
Speight Asset Management, LLC   January 2014 - Present
King Investment Advisors, Inc.   July 2003 - December 2013
Financial Synergies Asset Management, Inc.   November 1998 - July 2003
Charles Schwab & Co., Inc.   June 1995 - November 1998
Fidelity Investments  June 1991 - June 1995

Skills
Portfolio Management, Retirement Planning, Personal Financial..., Investment Management, Investment Strategies, Asset Allocation

Education
The University of Texas at Austin   1988 — 1991
Bachelor's Degree, Speech Communication

Ann Kemmer Ann Kemmer San Francisco Bay Area Details
Ann Kemmer's Charles Schwab & Co., Inc. Experience November 2003 - January 2005
Job Legal Operations Manager at Autodesk
Industry Computer Software
Experience
Autodesk, Inc.   March 2013 - Present
Autodesk, Inc.   January 2005 - March 2013
Charles Schwab & Co., Inc.   November 2003 - January 2005
University of California, San Francisco  March 2003 - October 2003
Epicentric  June 2000 - February 2003
Epicentric  February 2000 - June 2000
Attest Systems   1999 - 2000
Phoenix Leasing   1985 - 1999

Skills
Contract Management, Contract Negotiation, Project Management, Vendor Management, RFx process, Records Management, Program Management, Cross-functional Team..., Licensing, Mergers & Acquisitions, Licensing Agreements, Legal Operations, Budgeting & Forecasting, Startup Development, Data Privacy, Business Requirements, Intellectual Property

Education
University of California, Davis
Bachelor of Arts, Economics/International Relations

Wusheng Piao Wusheng Piao Greater Denver Area Details
Wusheng Piao's Charles Schwab & Co., Inc. Experience March 2012 - Present
Job Technical Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   March 2012 - Present
Charles Schwab & Co., Inc.   November 2007 - February 2012

Skills
Agile Methodologies, Integration

Education
University of Arkansas at Fayetteville

University of Colorado at Boulder

Ashley D Miller Ashley D Miller Phoenix, Arizona Area Details
Ashley D Miller's Charles Schwab & Co., Inc. Experience 2000 - 2001
Job Hand Therapy Technician at Spooner Physical Therapy
Industry Health, Wellness and Fitness
Experience
Spooner Physical Therapy  2012 - Present
The Stanley Works  2007 - 2012
The Stanley Works  2004 - 2007
The Stanley Works  2001 - 2004
Charles Schwab & Co., Inc.   2000 - 2001
Independent Newspapers, Inc.   1997 - 2000

Skills
SAP R/3, CRM software, Purchasing, Materials Management, Inventory Control, Billing, Installation Management, Project Planning, Dispatching, Operations Management, Outstanding Customer..., Writing Skills, Copy Editing, Research, Management, Customer Service

Education
University of Kansas   1992 — 1996
BS, Journalism

Bill Randt Bill Randt San Francisco, California Details
Bill Randt's Charles Schwab & Co., Inc. Experience November 2010 - August 2011
Job Freelance copyeditor/proofreader at BSSP, VBP, Eleven, Heat
Industry Writing and Editing
Experience
Eleven Inc.  November 2013 - Present
Butler, Shine, Stern & Partners  
 
 
 
 
Charles Schwab & Co., Inc.   November 2010 - August 2011
Ubisoft  July 2010 - November 2010
Charles Schwab & Co., Inc   January 2000 - May 2010
The Private Industry Council, Inc   January 1999 - January 2000

Skills
Copy Editing, Content Strategy, Proofreading, Copywriting, Editorial, Editing, New Media, Content Management, Digital Media, Content Development, Social Media Marketing, Mac, Online Advertising, Web Content, Press Releases, Newsletters

Education
The Ohio State University   1993 — 1995
Master of Arts, English Education

The Ohio State University   1988 — 1992
Bachelor of Arts, English

Irene Szwez Irene Szwez Sun City West, Arizona Details
Irene Szwez's Charles Schwab & Co., Inc. Experience October 1999 - March 2013
Job Owner/Manager at Florencia Pizza
Industry Restaurants
Experience
Florencia Pizza   April 2013 - Present
Charles Schwab & Co., Inc.   October 1999 - March 2013
Charles Schwab & Co., Inc.   April 1993 - October 1999
Prudential Financial  April 1988 - April 1993

Skills
Series 7, Series 9/10, Securities, Series 63, FINRA, Equities, Mutual Funds, Investments

Education
Robert Morris University - Illinois   1979 — 1980

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