Charles Schwab & Co., Inc.
Industry: Company
DescriptionHeadquarters: 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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Charles Schwab & Co., Inc. Employees
Employee
Years
Job
Industry
Dan Warburton Dan Warburton's Charles Schwab & Co., Inc. Experience 2006 - 2011
Job
Industry Financial Services
Experience
AssetMark August 2011 - Present
Charles Schwab & Co., Inc. 2006 - 2011
World Savings (Aquired by Wachovia Corporation) November 2004 - October 2006
Washington Mutual Bank March 2003 - October 2004
Combio 2000 - 2000
iXL 1998 - 2000
Skills
Agile Methodologies, E-commerce, Financial Modeling, Management, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Start-ups, Vendor Management, Business Analysis, Marketing Communications, Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1992
MBA, Management Science
University of California, Riverside 1986 — 1990
BA, Business
AssetMark August 2011 - Present
Charles Schwab & Co., Inc. 2006 - 2011
World Savings (Aquired by Wachovia Corporation) November 2004 - October 2006
Washington Mutual Bank March 2003 - October 2004
Combio 2000 - 2000
iXL 1998 - 2000
Skills
Agile Methodologies, E-commerce, Financial Modeling, Management, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Start-ups, Vendor Management, Business Analysis, Marketing Communications, Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1992
MBA, Management Science
University of California, Riverside 1986 — 1990
BA, Business
Marc Dupraw Marc Dupraw's Charles Schwab & Co., Inc. Experience April 2003 - October 2007
Job AVP, Supervision Principal II, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Inc. October 2007 - Present
Charles Schwab & Co., Inc. April 2003 - October 2007
Charles Schwab & Co, Inc. June 2000 - August 2002
Charles Schwab & Co., Inc. November 1990 - April 2000
Security Pacific January 1989 - November 1990
Fidelity Investments March 1984 - October 1988
Skills
Investments, Series 7, Series 63, Training, Financial Services, Wealth Management, Mutual Funds, FINRA
Education
University of North Texas 1980 — 1982
MBA, Marketing and Statistical Analysis
Merrill Lynch, Pierce, Fenner & Smith Inc. October 2007 - Present
Charles Schwab & Co., Inc. April 2003 - October 2007
Charles Schwab & Co, Inc. June 2000 - August 2002
Charles Schwab & Co., Inc. November 1990 - April 2000
Security Pacific January 1989 - November 1990
Fidelity Investments March 1984 - October 1988
Skills
Investments, Series 7, Series 63, Training, Financial Services, Wealth Management, Mutual Funds, FINRA
Education
University of North Texas 1980 — 1982
MBA, Marketing and Statistical Analysis
Lisa Tennyson Lisa Tennyson's Charles Schwab & Co., Inc. Experience 2002 - 2004
Job Senior Director of Marketing
Industry Hospital & Health Care
Experience
Doctor On Demand February 2015 - Present
Tennyson Marketing & Communications March 2007 - Present
Prompt.ly February 2013 - Present
One Medical Group March 2007 - August 2014
JP Morgan Chase (formerly WaMu) May 2006 - September 2008
Kaiser Permanente January 2005 - May 2006
Charles Schwab & Co., Inc. 2002 - 2004
Excite@Home 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
Organic 1998 - 1999
Skills
Marketing Strategy, Direct Mail, Customer Acquisition, Local Marketing, Brand Awareness, Integrated Marketing, Strategic Partnerships, Customer Retention, Email Marketing, Marketing, Business Development, Advertising, Entrepreneurship, SEO, Leadership
Education
University of California, Los Angeles
BA, History
Doctor On Demand February 2015 - Present
Tennyson Marketing & Communications March 2007 - Present
Prompt.ly February 2013 - Present
One Medical Group March 2007 - August 2014
JP Morgan Chase (formerly WaMu) May 2006 - September 2008
Kaiser Permanente January 2005 - May 2006
Charles Schwab & Co., Inc. 2002 - 2004
Excite@Home 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
Organic 1998 - 1999
Skills
Marketing Strategy, Direct Mail, Customer Acquisition, Local Marketing, Brand Awareness, Integrated Marketing, Strategic Partnerships, Customer Retention, Email Marketing, Marketing, Business Development, Advertising, Entrepreneurship, SEO, Leadership
Education
University of California, Los Angeles
BA, History
Alfonzo Chavez Alfonzo Chavez's Charles Schwab & Co., Inc. Experience December 1999 - January 2006
Job Project Manager at Media Out Loud, LLC
Industry Consumer Services
Experience
Media Out Loud, LLC January 2014 - Present
Leidan Mitchell Salon and Spa December 2013 - Present
JC Penney Styling Salon September 2013 - December 2013
Aura Salon & Day Spa December 2012 - September 2013
Par Exsalonce Cityscape Salon and Spa June 2012 - December 2012
Compete Radio March 2010 - October 2011
Media Out Loud, LLC October 2006 - October 2011
Compete Sports Media August 2006 - October 2011
Charles Schwab December 1999 - January 2007
Charles Schwab & Co., Inc December 1999 - January 2006
Skills
Cosmetology, Print Media, Financial Operations, Office Management, Social Media, Social Networking, Public Speaking, Non-profits, Public Relations, Customer Service, Editing, Fundraising, Blogging, Strategic Planning, Social Media Marketing, Team Building, Budgets, Advertising, Management, Marketing, Magazines, Online Marketing, Marketing Strategy, Publishing, Print, Training, Nonprofits, Facebook
Education
Penrose Academy 2012 — 2012
Cosmetology License, Cosmetology
P.A. Crane Theological Seminary 2009 — 2012
Bachelor of Biblical Studies, Thelogy
Arizona State University 1996 — 1999
BA, Music Education
Media Out Loud, LLC January 2014 - Present
Leidan Mitchell Salon and Spa December 2013 - Present
JC Penney Styling Salon September 2013 - December 2013
Aura Salon & Day Spa December 2012 - September 2013
Par Exsalonce Cityscape Salon and Spa June 2012 - December 2012
Compete Radio March 2010 - October 2011
Media Out Loud, LLC October 2006 - October 2011
Compete Sports Media August 2006 - October 2011
Charles Schwab December 1999 - January 2007
Charles Schwab & Co., Inc December 1999 - January 2006
Skills
Cosmetology, Print Media, Financial Operations, Office Management, Social Media, Social Networking, Public Speaking, Non-profits, Public Relations, Customer Service, Editing, Fundraising, Blogging, Strategic Planning, Social Media Marketing, Team Building, Budgets, Advertising, Management, Marketing, Magazines, Online Marketing, Marketing Strategy, Publishing, Print, Training, Nonprofits, Facebook
Education
Penrose Academy 2012 — 2012
Cosmetology License, Cosmetology
P.A. Crane Theological Seminary 2009 — 2012
Bachelor of Biblical Studies, Thelogy
Arizona State University 1996 — 1999
BA, Music Education
Abigail Huffman, CFA Abigail Huffman, CFA's Charles Schwab & Co., Inc. Experience September 1997 - December 2004
Job Centers for Medicare & Medicaid Services Office of Communication
Industry Hospital & Health Care
Experience
Centers for Medicare & Medicaid Services March 2014 - Present
Russell Investments March 2010 - November 2011
TIAA-CREF November 2005 - February 2010
CHARLES SCHWAB & CO., INC September 1997 - December 2004
Business Strategy Group, Schwab Capital Markets January 2000 - January 2003
Equity Syndicate Group, Schwab Capital Markets January 1999 - January 2000
Charles Schwab & Co., Inc. January 1997 - January 1999
PRUDENTIAL SECURITIES INC January 1996 - January 1997
NATIONAL BROADCASTING CO., INC January 1995 - January 1996
BARING SECURITIES INC January 1994 - January 1995
Skills
Investments, Research, Media Spokesperson, Analyst, Equities, Fiscal and Tax policy, Global Macro, Investment Strategy, Thought Leadership, Investment Research, Equity Research, Asset Management, Blogging, Bloomberg, Online Content Creation, Investment Management, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Derivatives, Due Diligence, Finance, Financial Services, Investment Strategies, Securities, Strategy, Valuation
Education
Indiana University - Kelley School of Business
M.B.A, Finance
CUNY Hunter College
Economic Statistics and Econometrics
University of Pennsylvania
M.Arch, Architecture
Yale University
B.A, History
Centers for Medicare & Medicaid Services March 2014 - Present
Russell Investments March 2010 - November 2011
TIAA-CREF November 2005 - February 2010
CHARLES SCHWAB & CO., INC September 1997 - December 2004
Business Strategy Group, Schwab Capital Markets January 2000 - January 2003
Equity Syndicate Group, Schwab Capital Markets January 1999 - January 2000
Charles Schwab & Co., Inc. January 1997 - January 1999
PRUDENTIAL SECURITIES INC January 1996 - January 1997
NATIONAL BROADCASTING CO., INC January 1995 - January 1996
BARING SECURITIES INC January 1994 - January 1995
Skills
Investments, Research, Media Spokesperson, Analyst, Equities, Fiscal and Tax policy, Global Macro, Investment Strategy, Thought Leadership, Investment Research, Equity Research, Asset Management, Blogging, Bloomberg, Online Content Creation, Investment Management, Portfolio Management, Capital Markets, Asset Allocation, Asset Managment, Derivatives, Due Diligence, Finance, Financial Services, Investment Strategies, Securities, Strategy, Valuation
Education
Indiana University - Kelley School of Business
M.B.A, Finance
CUNY Hunter College
Economic Statistics and Econometrics
University of Pennsylvania
M.Arch, Architecture
Yale University
B.A, History
Mary Anne Rasmussen Mary Anne Rasmussen's Charles Schwab & Co., Inc. Experience 1992 - 1994
Job Director, Systemwide Talent Management at University of California Office of the President
Industry Human Resources
Experience
University of California Berkeley August 2011 - April 2013
Rasmussen Consulting May 2004 - July 2011
Allianz AG / Fireman's Fund Insurance Co. November 2000 - May 2004
Fireman's Fund Insurance Co. February 1999 - May 2004
The Gap, Inc. January 1998 - January 1999
Applied Materials 1994 - 1997
Charles Schwab & Co., Inc. 1992 - 1994
Skills
Change Management, Executive Development, Succession Planning, Executive Coaching, Leadership Development, Global Talent Management, Talent Management, Organizational..., Instructional Design, Team Building, Program Management, Career Development, Human Resources, Strategic Planning, Management Consulting, Facilitators, Onboarding, Training, Leadership, Staff Development, Training Delivery, Employee Training, Coaching, Management, Management Development, Strategy, Workshop Facilitation, Budgets, Performance Management, Team Leadership, Organizational..., Sourcing, Facilitation, Consulting, Workforce Planning, Public Speaking
Education
University of San Francisco
MS, Human Resources and Organizational Development
University of Redlands
BS, Business Administration
Fresno High
University of California Berkeley August 2011 - April 2013
Rasmussen Consulting May 2004 - July 2011
Allianz AG / Fireman's Fund Insurance Co. November 2000 - May 2004
Fireman's Fund Insurance Co. February 1999 - May 2004
The Gap, Inc. January 1998 - January 1999
Applied Materials 1994 - 1997
Charles Schwab & Co., Inc. 1992 - 1994
Skills
Change Management, Executive Development, Succession Planning, Executive Coaching, Leadership Development, Global Talent Management, Talent Management, Organizational..., Instructional Design, Team Building, Program Management, Career Development, Human Resources, Strategic Planning, Management Consulting, Facilitators, Onboarding, Training, Leadership, Staff Development, Training Delivery, Employee Training, Coaching, Management, Management Development, Strategy, Workshop Facilitation, Budgets, Performance Management, Team Leadership, Organizational..., Sourcing, Facilitation, Consulting, Workforce Planning, Public Speaking
Education
University of San Francisco
MS, Human Resources and Organizational Development
University of Redlands
BS, Business Administration
Fresno High
Sharon L. Reigstad Sharon L. Reigstad's Charles Schwab & Co., Inc. Experience April 2002 - April 2008
Job Vice President Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Morgan Stanley Wealth Management August 2013 - August 2015
SVA Financial Services, LLC February 2009 - April 2012
SVA Plumb Wealth Management, LLC April 2008 - April 2012
Charles Schwab & Co., Inc April 2002 - April 2008
Baker Tilley formerly Virchow Krause Wealth Management ,LLC November 1998 - February 2002
Skills
Securities Regulation, FINRA, Regulatory Analysis, SEC filings, Compliance Testing, Supervisory Management
Education
FINRA Registrations: 7, 9, 10, 24, 63, 65, 66, 99
Madison Area Technical College
Associate of Science, Business
J.P. Morgan August 2015 - Present
Morgan Stanley Wealth Management August 2013 - August 2015
SVA Financial Services, LLC February 2009 - April 2012
SVA Plumb Wealth Management, LLC April 2008 - April 2012
Charles Schwab & Co., Inc April 2002 - April 2008
Baker Tilley formerly Virchow Krause Wealth Management ,LLC November 1998 - February 2002
Skills
Securities Regulation, FINRA, Regulatory Analysis, SEC filings, Compliance Testing, Supervisory Management
Education
FINRA Registrations: 7, 9, 10, 24, 63, 65, 66, 99
Madison Area Technical College
Associate of Science, Business
James Stout James Stout's Charles Schwab & Co., Inc. Experience June 1999 - May 2014
Job Backup and Recovery Admin at Charles Schwab & Co., Inc
Industry Information Technology and Services
Experience
Charles Schwab June 2014 - Present
Charles Schwab & Co., Inc June 1999 - May 2014
US Army August 1992 - May 1999
Skills
Disaster Recovery, AIX, SDLC, Data Center, Unix, Solaris, Enterprise Architecture, ITIL, Linux, Servers, VMware, High Availability, Red Hat Linux
Education
Mesa Community College 2002 — 2004
Information Technology
Charles Schwab June 2014 - Present
Charles Schwab & Co., Inc June 1999 - May 2014
US Army August 1992 - May 1999
Skills
Disaster Recovery, AIX, SDLC, Data Center, Unix, Solaris, Enterprise Architecture, ITIL, Linux, Servers, VMware, High Availability, Red Hat Linux
Education
Mesa Community College 2002 — 2004
Information Technology
Susan Shloss Susan Shloss's Charles Schwab & Co., Inc. Experience January 1994 - January 2001
Job Owner, Susan Shloss Bookkeeping Services and Violinist at Susan Shloss, Professional Musician
Industry Accounting
Experience
Susan Shloss Bookkeeping Services January 2005 - Present
Susan Shloss, Professional Musician January 1967 - Present
Montgormery Partners 2005-2007 January 2005 - June 2007
Charles Schwab & Co., Inc January 1994 - January 2001
Engineering-Science, Inc January 1989 - January 1994
Skills
Accounting, Quickbooks, Bookkeeping, QuickBooks, Payroll, Small Business, Microsoft Excel, Coaching, GAAP, Financial Reporting, AccountEdge, Corporations, QuickBooks Online, Accounts Receivable, Account Reconciliation, Sales Tax, Accounts Payable, Budgets, Journal Entries, Meditation, Full-Charge Bookkeeping, Stress Management, Finance, Payroll Taxes, Microsoft Word, Microsoft Office, Invoicing, General Ledger, Inventory Management, Bank Reconciliation, Quicken, Training, Preparation, Financial Statements, Entrepreneurship, Cash Flow, Accountants, Personal Development
Education
College of Marin 2008 — 2009
Accounting classes, Accounting
Baldwin-Wallace College Conservatory of Music
Bachelors Degree, Music Therapy
Upeksha Yoga
Susan Shloss Bookkeeping Services January 2005 - Present
Susan Shloss, Professional Musician January 1967 - Present
Montgormery Partners 2005-2007 January 2005 - June 2007
Charles Schwab & Co., Inc January 1994 - January 2001
Engineering-Science, Inc January 1989 - January 1994
Skills
Accounting, Quickbooks, Bookkeeping, QuickBooks, Payroll, Small Business, Microsoft Excel, Coaching, GAAP, Financial Reporting, AccountEdge, Corporations, QuickBooks Online, Accounts Receivable, Account Reconciliation, Sales Tax, Accounts Payable, Budgets, Journal Entries, Meditation, Full-Charge Bookkeeping, Stress Management, Finance, Payroll Taxes, Microsoft Word, Microsoft Office, Invoicing, General Ledger, Inventory Management, Bank Reconciliation, Quicken, Training, Preparation, Financial Statements, Entrepreneurship, Cash Flow, Accountants, Personal Development
Education
College of Marin 2008 — 2009
Accounting classes, Accounting
Baldwin-Wallace College Conservatory of Music
Bachelors Degree, Music Therapy
Upeksha Yoga
Anders Tyslan Anders Tyslan's Charles Schwab & Co., Inc. Experience February 2006 - October 2008
Job Project Manager at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network December 2013 - Present
Wells Fargo November 2012 - July 2013
Wells Fargo August 2011 - November 2012
Charles Schwab October 2008 - July 2011
Charles Schwab & Co., Inc. February 2006 - October 2008
Charles Schwab & Co., Inc. September 2004 - February 2006
Charles Schwab & Co., Inc. November 2000 - October 2004
Charles Schwab & Co., Inc. September 1998 - November 2000
American Society on Aging 1996 - 1998
Skills
Software Project..., Product Management, Process Improvement, SharePoint, Problem Solving, MS Project, Project Planning, Business Analysis, Requirements Gathering, Project Management, Software Documentation, Project Manager, Business Communications, Technical Documentation, Team Building, Team Leadership, Offshore Project..., Training Skills, Agile Project Management, Budget Forecasts, Basel III, Basel II, ICAAP, Program Management, Business Requirements, PMO, Process Development, Business Process..., Documentation, Business Process, Technical Writing, PowerPoint, Training, Financial Services, Testing, Software Development, Change Management, Analysis, SDLC, Microsoft Project
Education
Central Bucks West
Rotary International Exchange Student
University of Delaware
Bachelor of Arts
Blackhawk Network December 2013 - Present
Wells Fargo November 2012 - July 2013
Wells Fargo August 2011 - November 2012
Charles Schwab October 2008 - July 2011
Charles Schwab & Co., Inc. February 2006 - October 2008
Charles Schwab & Co., Inc. September 2004 - February 2006
Charles Schwab & Co., Inc. November 2000 - October 2004
Charles Schwab & Co., Inc. September 1998 - November 2000
American Society on Aging 1996 - 1998
Skills
Software Project..., Product Management, Process Improvement, SharePoint, Problem Solving, MS Project, Project Planning, Business Analysis, Requirements Gathering, Project Management, Software Documentation, Project Manager, Business Communications, Technical Documentation, Team Building, Team Leadership, Offshore Project..., Training Skills, Agile Project Management, Budget Forecasts, Basel III, Basel II, ICAAP, Program Management, Business Requirements, PMO, Process Development, Business Process..., Documentation, Business Process, Technical Writing, PowerPoint, Training, Financial Services, Testing, Software Development, Change Management, Analysis, SDLC, Microsoft Project
Education
Central Bucks West
Rotary International Exchange Student
University of Delaware
Bachelor of Arts
Dr. Margaret Jamal Dr. Margaret Jamal's Charles Schwab & Co., Inc. Experience January 1994 - January 1996
Job Human Services Program Director,Instructor/Curriculum Developer,Author, Speaker
Industry Individual & Family Services
Experience
New Skills Online University 2010 - Present
Holiday Retirement November 2012 - September 2014
You Can Make It, Inc. November 2009 - August 2012
R.A.T.E.S. Economic Development Group, LLC January 2003 - August 2009
R.A.T.E.S. Foundation / CDP 2003 - 2009
CHRISTIANS BUILDING URBAN COMMUNITIES February 2001 - January 2003
Spirit Led Ministries February 1998 - January 2001
Byte-Size Course-ettes, Inc. January 1996 - January 2001
Charles Schwab & Co., Inc January 1994 - January 1996
Skills
Curriculum Development, Program Management, Grant Writing, Microsoft Office, Captivate, Public Speaking, Social Networking, Social Media, Ministers, Non-profits, Customer Service, Website Development, Workshop Development, Design Workshops, Customized Workshops, Group Workshops, Instructional Design, Articulate Suite, E-learning Modules, Audio Scripts, Self-paced, Stand-up Training, ADDIE, Adult Learning..., E-learning..., Course Creation, Quizmaker, Organizational..., Organizational Learning, Social Services, Nonprofits, Learning Management..., Budgets, Program Development, Community Outreach, Adult Education, Access, Fundraising, Training, Facebook, Event Planning, Entrepreneurship, Coaching, Microsoft Word, Public Relations, LLC, Staff Development, Social Media Marketing, Event Management, Blogging
Education
Trinity Faith -Based University 2005 — 2007
PhD, Human Services and Counseling
Trinity International University 1991 — 1993
BA, Communications (Interpersonal and Group)
Loyola University Chicago 1976 — 1978
Nursing
Roosevelt University
Data Processing
New Skills Online University 2010 - Present
Holiday Retirement November 2012 - September 2014
You Can Make It, Inc. November 2009 - August 2012
R.A.T.E.S. Economic Development Group, LLC January 2003 - August 2009
R.A.T.E.S. Foundation / CDP 2003 - 2009
CHRISTIANS BUILDING URBAN COMMUNITIES February 2001 - January 2003
Spirit Led Ministries February 1998 - January 2001
Byte-Size Course-ettes, Inc. January 1996 - January 2001
Charles Schwab & Co., Inc January 1994 - January 1996
Skills
Curriculum Development, Program Management, Grant Writing, Microsoft Office, Captivate, Public Speaking, Social Networking, Social Media, Ministers, Non-profits, Customer Service, Website Development, Workshop Development, Design Workshops, Customized Workshops, Group Workshops, Instructional Design, Articulate Suite, E-learning Modules, Audio Scripts, Self-paced, Stand-up Training, ADDIE, Adult Learning..., E-learning..., Course Creation, Quizmaker, Organizational..., Organizational Learning, Social Services, Nonprofits, Learning Management..., Budgets, Program Development, Community Outreach, Adult Education, Access, Fundraising, Training, Facebook, Event Planning, Entrepreneurship, Coaching, Microsoft Word, Public Relations, LLC, Staff Development, Social Media Marketing, Event Management, Blogging
Education
Trinity Faith -Based University 2005 — 2007
PhD, Human Services and Counseling
Trinity International University 1991 — 1993
BA, Communications (Interpersonal and Group)
Loyola University Chicago 1976 — 1978
Nursing
Roosevelt University
Data Processing
Eric Tsujimoto Eric Tsujimoto's Charles Schwab & Co., Inc. Experience November 2008 - November 2013
Job Implementing Positive Changes
Industry Financial Services
Experience
Charles Schwab & Co., Inc. November 2008 - November 2013
Prudential CRES April 2006 - August 2008
Heritage Capital August 1997 - January 2006
Skills
Thoughts oriented..., Securities
Education
UCLA 1990 — 1993
Bachelor of Arts (B.A.), Economics
Charles Schwab & Co., Inc. November 2008 - November 2013
Prudential CRES April 2006 - August 2008
Heritage Capital August 1997 - January 2006
Skills
Thoughts oriented..., Securities
Education
UCLA 1990 — 1993
Bachelor of Arts (B.A.), Economics
Liz Fendley's Charles Schwab & Co., Inc. Experience January 1992 - January 2004
Job Technical Communication Advisory Board Graduate Assistant at University of Minnesota
Industry Marketing and Advertising
Experience
University of Minnesota January 2015 - Present
Liz Fendley Copywriting LLC January 2010 - Present
Freelance Opportunities October 2005 - Present
Wesley Foundation at the University of Minnesota July 2013 - August 2014
Living Spirit UMC January 2009 - May 2014
Montgomery Woman Magazine January 2006 - August 2007
Charles Schwab & Co., Inc January 1992 - January 2004
Neodata Telemedia Services Inc January 1989 - January 1991
Skills
Copywriting, Training, Marketing, Press Releases, Editing, Nonprofits, Sales Management, Grant Writing, Social Networking, Resume Writing, Management, Web Content, Technical Writing, Public Speaking, Leadership
Education
University of Minnesota-Twin Cities 2014 — 2016
Master's Degree, Scientific and Technical Communication
Ball State University 1986 — 1988
Post Graduate work, Pre-Clinical Psychology
University of Kansas
B.A, Psychology
University of Minnesota January 2015 - Present
Liz Fendley Copywriting LLC January 2010 - Present
Freelance Opportunities October 2005 - Present
Wesley Foundation at the University of Minnesota July 2013 - August 2014
Living Spirit UMC January 2009 - May 2014
Montgomery Woman Magazine January 2006 - August 2007
Charles Schwab & Co., Inc January 1992 - January 2004
Neodata Telemedia Services Inc January 1989 - January 1991
Skills
Copywriting, Training, Marketing, Press Releases, Editing, Nonprofits, Sales Management, Grant Writing, Social Networking, Resume Writing, Management, Web Content, Technical Writing, Public Speaking, Leadership
Education
University of Minnesota-Twin Cities 2014 — 2016
Master's Degree, Scientific and Technical Communication
Ball State University 1986 — 1988
Post Graduate work, Pre-Clinical Psychology
University of Kansas
B.A, Psychology
Donna Conne Donna Conne's Charles Schwab & Co., Inc. Experience 2003 - August 2008
Job Notary Public+Background Screened Signing Agent+Trusted at 20\7 Mobile Notary Services
Industry Legal Services
Experience
20\7 Mobile Notary Services December 2008 - Present
Charles Schwab & Co., Inc. 2003 - August 2008
Charles Schwab December 1998 - August 2008
Skills
Auditing, Research, Cloud Computing, Signing Agent, Notary Public, Real Estate, Securities, Legal Research, Outlook, Customer Service, Financial Services, Estate Planning, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Sellers, Small Business, Investment Properties, Residential Homes, Short Sales, Foreclosures
Education
USC 1955 — 1957
BA, Economics, Competitive Forensics
Los Angeles City College, University of Redlands 1952 — 1954
20\7 Mobile Notary Services December 2008 - Present
Charles Schwab & Co., Inc. 2003 - August 2008
Charles Schwab December 1998 - August 2008
Skills
Auditing, Research, Cloud Computing, Signing Agent, Notary Public, Real Estate, Securities, Legal Research, Outlook, Customer Service, Financial Services, Estate Planning, Real Estate Transactions, Mortgage Lending, Mortgage Banking, Sellers, Small Business, Investment Properties, Residential Homes, Short Sales, Foreclosures
Education
USC 1955 — 1957
BA, Economics, Competitive Forensics
Los Angeles City College, University of Redlands 1952 — 1954
Steve Magistad Steve Magistad's Charles Schwab & Co., Inc. Experience January 2011 - Present
Job Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
David Koenig, CFA, FRM David Koenig, CFA, FRM's Charles Schwab & Co., Inc. Experience February 2015 - Present
Job Chief Investment Strategist at Schwab Wealth Investment Advisory
Industry Financial Services
Experience
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Brian Curcio's Charles Schwab & Co., Inc. Experience May 2004 - December 2006
Job Technical Director, Monitoring at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Compuware February 2012 - May 2014
GoDaddy.com October 2007 - January 2012
Opnet Technologies, Inc. (Riverbed) January 2007 - October 2007
Charles Schwab & Co., Inc. May 2004 - December 2006
Calence, Inc. June 2000 - May 2004
Calence, Inc. April 1997 - June 2000
Trans Union Corporation January 1996 - April 1997
Trans Union Corportation September 1994 - December 1995
Accenture September 1992 - September 1994
Skills
IT Strategy, IT Management, IT Operations, ITIL, Project Management, Performance Engineering, IT Service Management, Performance Management, Capacity Planning, Performance Analysis, Event Management, Network Monitoring Tools, System Monitoring, Performance Tuning, Performance Metrics, Performance Testing, Data Analysis, Professional Services, Networking, Network Architecture, Network Design, Network Engineering, Integration, Data Modeling, Enterprise Software, Enterprise Architecture, SDLC, Vendor Management, Testing, Data Center, Software Development, SaaS, Unix, Strategy, Solution Architecture, Cloud Computing, Program Management, Security, Architectures, Virtualization, Pre-sales, Network Security, Disaster Recovery, Leadership, Optimization, Agile Methodologies, Analytics, Application Architecture, Programming Languages, Network Programming
Education
University of Notre Dame 1984 — 1988
BS, Computer Engineering
Charles Schwab December 2014 - Present
Compuware February 2012 - May 2014
GoDaddy.com October 2007 - January 2012
Opnet Technologies, Inc. (Riverbed) January 2007 - October 2007
Charles Schwab & Co., Inc. May 2004 - December 2006
Calence, Inc. June 2000 - May 2004
Calence, Inc. April 1997 - June 2000
Trans Union Corporation January 1996 - April 1997
Trans Union Corportation September 1994 - December 1995
Accenture September 1992 - September 1994
Skills
IT Strategy, IT Management, IT Operations, ITIL, Project Management, Performance Engineering, IT Service Management, Performance Management, Capacity Planning, Performance Analysis, Event Management, Network Monitoring Tools, System Monitoring, Performance Tuning, Performance Metrics, Performance Testing, Data Analysis, Professional Services, Networking, Network Architecture, Network Design, Network Engineering, Integration, Data Modeling, Enterprise Software, Enterprise Architecture, SDLC, Vendor Management, Testing, Data Center, Software Development, SaaS, Unix, Strategy, Solution Architecture, Cloud Computing, Program Management, Security, Architectures, Virtualization, Pre-sales, Network Security, Disaster Recovery, Leadership, Optimization, Agile Methodologies, Analytics, Application Architecture, Programming Languages, Network Programming
Education
University of Notre Dame 1984 — 1988
BS, Computer Engineering
Paul Francis's Charles Schwab & Co., Inc. Experience July 2010 - May 2012
Job Senior Business Analyst at Archway Technology Partners
Industry Computer Software
Experience
Archway Technology Partners December 2013 - Present
Shaw Pipeline Services May 2012 - November 2013
Charles Schwab & Co., Inc July 2010 - May 2012
Ball State University Foundation, Student Managed Investment Fund August 2009 - December 2009
BALLAN Realty LLC May 2009 - August 2009
University Estates June 2007 - August 2009
Skills
Investments, Portfolio Management, Financial Planning, Brokerage, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Customer Service, Real Estate, OneSite, Leases, Apartments, Management, Forecasting, Financial Modeling, Revenue Forecasting, Business Analysis, Market Analysis, Salesforce.com, Salesforce Administrator, Salesforce.com..., Salesforce.com..., Team Oriented, Data Analysis, New Business Development, Revenue Analysis, Financial Forecasting, Demand Forecasting, Marketing, Student Housing, Rentals, Analysis, Competitive Analysis, Rent Roll, Fair Housing, Finance, Leadership
Education
Ball State University 2005 — 2010
Bachelor of Science, Finance, 3.61
Ball State University 2005 — 2010
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies, 3.5
Noblesville High School 2001 — 2005
Archway Technology Partners December 2013 - Present
Shaw Pipeline Services May 2012 - November 2013
Charles Schwab & Co., Inc July 2010 - May 2012
Ball State University Foundation, Student Managed Investment Fund August 2009 - December 2009
BALLAN Realty LLC May 2009 - August 2009
University Estates June 2007 - August 2009
Skills
Investments, Portfolio Management, Financial Planning, Brokerage, Microsoft Office, Strategic Financial..., Microsoft Excel, Financial Analysis, Customer Service, Real Estate, OneSite, Leases, Apartments, Management, Forecasting, Financial Modeling, Revenue Forecasting, Business Analysis, Market Analysis, Salesforce.com, Salesforce Administrator, Salesforce.com..., Salesforce.com..., Team Oriented, Data Analysis, New Business Development, Revenue Analysis, Financial Forecasting, Demand Forecasting, Marketing, Student Housing, Rentals, Analysis, Competitive Analysis, Rent Roll, Fair Housing, Finance, Leadership
Education
Ball State University 2005 — 2010
Bachelor of Science, Finance, 3.61
Ball State University 2005 — 2010
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies, 3.5
Noblesville High School 2001 — 2005
Robert Fannon Robert Fannon's Charles Schwab & Co., Inc. Experience January 1999 - July 2000
Job Senior Financial Services Professional
Industry Financial Services
Experience
Citi May 2006 - November 2013
Citi May 2006 - November 2013
Morgan Stanley January 2005 - April 2006
Bank Julius Baer July 2004 - January 2005
US Trust Company US Trust Technology and Support July 2000 - June 2004
Charles Schwab & Co., Inc January 1999 - July 2000
Smith Barney Inc April 1995 - January 1999
Skills
Fixed Income, Banking, Portfolio Management, Equities, Capital Markets, Credit, Derivatives, Financial Services, Loans, Risk Management, Investments, Hedge Funds, Financial Modeling, Credit Risk
Education
Nassau Community College
Business Administration
St. John's University
Sullivan County Community College
Completed Credits toward BA Degree, Business Administration, Management and Operations
Citi May 2006 - November 2013
Citi May 2006 - November 2013
Morgan Stanley January 2005 - April 2006
Bank Julius Baer July 2004 - January 2005
US Trust Company US Trust Technology and Support July 2000 - June 2004
Charles Schwab & Co., Inc January 1999 - July 2000
Smith Barney Inc April 1995 - January 1999
Skills
Fixed Income, Banking, Portfolio Management, Equities, Capital Markets, Credit, Derivatives, Financial Services, Loans, Risk Management, Investments, Hedge Funds, Financial Modeling, Credit Risk
Education
Nassau Community College
Business Administration
St. John's University
Sullivan County Community College
Completed Credits toward BA Degree, Business Administration, Management and Operations
Alan Bowers Alan Bowers's Charles Schwab & Co., Inc. Experience October 2012 - April 2014
Job Client Service and Support Representative at Charles Schwab & Co., Inc
Industry Mechanical or Industrial Engineering
Experience
Charles Schwab & Co., Inc October 2012 - April 2014
Injury Chiropractic January 2006 - October 2012
Honeywell Aerospace May 2008 - August 2008
Skills
Human Resources, Payroll, Data Entry, Employee Training, Troubleshooting, Security, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Process Improvement, Outlook, Customer Service, Access, Leadership, MS Project, Data Analysis
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering
DVHS
Charles Schwab & Co., Inc October 2012 - April 2014
Injury Chiropractic January 2006 - October 2012
Honeywell Aerospace May 2008 - August 2008
Skills
Human Resources, Payroll, Data Entry, Employee Training, Troubleshooting, Security, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Process Improvement, Outlook, Customer Service, Access, Leadership, MS Project, Data Analysis
Education
Arizona State University 2007 — 2011
Bachelor of Science (B.S.), Mechanical Engineering
DVHS
Jackie McGlynn Jackie McGlynn's Charles Schwab & Co., Inc. Experience October 2014 - Present
Job Sr. Finance Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. October 2014 - Present
CB Richard Ellis August 2011 - October 2014
Two Degrees May 2010 - August 2011
JPMorgan Chase September 2007 - October 2009
CB Richard Ellis (Formerly Trammell Crow Company) 2005 - 2007
CB Richard Ellis (Formerly Trammell Crow Company) 2003 - 2005
Starbucks Coffee Company 2000 - 2003
First American Title 1993 - 2000
Skills
Forecasting, Financial Reporting, Financial Analysis, Auditing, Budgets, Analysis, Finance, Strategy, Accounting, Mergers & Acquisitions, Corporate Finance, General Ledger, Variance Analysis, Account Reconciliation, Business Analysis, Managerial Finance
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA, Finance & Urban Development
University of Oregon - Charles H. Lundquist College of Business 1987 — 1992
BA, Accounting
Charles Schwab & Co., Inc. October 2014 - Present
CB Richard Ellis August 2011 - October 2014
Two Degrees May 2010 - August 2011
JPMorgan Chase September 2007 - October 2009
CB Richard Ellis (Formerly Trammell Crow Company) 2005 - 2007
CB Richard Ellis (Formerly Trammell Crow Company) 2003 - 2005
Starbucks Coffee Company 2000 - 2003
First American Title 1993 - 2000
Skills
Forecasting, Financial Reporting, Financial Analysis, Auditing, Budgets, Analysis, Finance, Strategy, Accounting, Mergers & Acquisitions, Corporate Finance, General Ledger, Variance Analysis, Account Reconciliation, Business Analysis, Managerial Finance
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA, Finance & Urban Development
University of Oregon - Charles H. Lundquist College of Business 1987 — 1992
BA, Accounting
Jonathan Yeh, AAMS® Jonathan Yeh, AAMS®'s Charles Schwab & Co., Inc. Experience June 2011 - April 2012
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
NorthStar Securities, LLC June 2013 - Present
Professional Tennis Registry June 2004 - Present
Scottrade August 2012 - June 2013
Charles Schwab May 2008 - May 2012
Charles Schwab & Co., Inc June 2011 - April 2012
Jackson National Life July 2010 - June 2011
Charles Schwab & Co., Inc July 2008 - July 2010
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Retirement Planning, Financial Analysis, Wealth Management, Asset Allocation, Retirement, Alternative Investments, Variable Annuities, Equity Indexed Annuities, Options Strategies, Options, Technical Analysis, Fundamental Analysis, Securities, Finance, Equities, Uniform Combined State..., Financial Services, FINRA
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2010 — 2010
Accredited Asset Management Specialist
Arapahoe High School
Kathleen Higgins's Charles Schwab & Co., Inc. Experience January 1994 - January 1996
Job Licensed Professional Counselor | Human Resources Manager | Training and Development | Coach
Industry Mental Health Care
Experience
Kathy Higgins LPC LLC March 2010 - Present
Kathy Higgins LPC LLC and Deer Creek Counseling June 2010 - Present
Jefferson Center for Mental Health October 2007 - March 2010
National Renewable Energy Laboratory January 2002 - July 2004
Standard & Poor's Institutional Market Services January 2000 - January 2002
Foster Wheeler Environmental Corp January 1996 - January 1998
Charles Schwab & Co., Inc January 1994 - January 1996
CMTS,Inc.. 1993 - 1994
Skills
Human Resources, Corporate Training, Business Coaching, Mindfulness, Psychotherapy, Group Therapy, DBT, Post Traumatic Stress, EMDR, Grief Counseling, Anger Management, Mental Health, Self-esteem, Interventions, Counseling Psychology, Mental Health Counseling, Substance Use Disorders, Anxiety Management, Stress Management, Treatment, Treatment of depression, Life Transitions, Case Managment, Stress, CBT, Mindfulness-based..., Behavioral Health, Motivational..., Psychology, Meditation, Healing, Chemical Dependency, Trauma Therapy, Counseling, Collaboration, Psychological Assessment, Play Therapy, Personal Development, Crisis Intervention, Social Services, Individual Counselling, Co-occurring Disorders, Career Counseling, Addiction Recovery, Case Management, Dual Diagnosis
Education
Regis University 2003 — 2007
Master of Science, Management
Regis University 2003 — 2007
Master of Arts, Counseling
University of Colorado Boulder 1985 — 1989
Bachelor of Arts, Psychology
Kathy Higgins LPC LLC March 2010 - Present
Kathy Higgins LPC LLC and Deer Creek Counseling June 2010 - Present
Jefferson Center for Mental Health October 2007 - March 2010
National Renewable Energy Laboratory January 2002 - July 2004
Standard & Poor's Institutional Market Services January 2000 - January 2002
Foster Wheeler Environmental Corp January 1996 - January 1998
Charles Schwab & Co., Inc January 1994 - January 1996
CMTS,Inc.. 1993 - 1994
Skills
Human Resources, Corporate Training, Business Coaching, Mindfulness, Psychotherapy, Group Therapy, DBT, Post Traumatic Stress, EMDR, Grief Counseling, Anger Management, Mental Health, Self-esteem, Interventions, Counseling Psychology, Mental Health Counseling, Substance Use Disorders, Anxiety Management, Stress Management, Treatment, Treatment of depression, Life Transitions, Case Managment, Stress, CBT, Mindfulness-based..., Behavioral Health, Motivational..., Psychology, Meditation, Healing, Chemical Dependency, Trauma Therapy, Counseling, Collaboration, Psychological Assessment, Play Therapy, Personal Development, Crisis Intervention, Social Services, Individual Counselling, Co-occurring Disorders, Career Counseling, Addiction Recovery, Case Management, Dual Diagnosis
Education
Regis University 2003 — 2007
Master of Science, Management
Regis University 2003 — 2007
Master of Arts, Counseling
University of Colorado Boulder 1985 — 1989
Bachelor of Arts, Psychology
Justin Larson Justin Larson's Charles Schwab & Co., Inc. Experience June 1999 - August 2014
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Charles Schwab & Co., Inc. June 1999 - August 2014
Skills
Series 63, Series 7, Mutual Funds, Equities, Financial Services, Securities, Asset Management, Asset Allocation, FINRA, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Leadership, Financial Planning, Investment Strategies, Options, Risk Management
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Lincoln High School 1986 — 1989
Merrill Edge September 2014 - Present
Charles Schwab & Co., Inc. June 1999 - August 2014
Skills
Series 63, Series 7, Mutual Funds, Equities, Financial Services, Securities, Asset Management, Asset Allocation, FINRA, Investment Advisory, Investments, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Leadership, Financial Planning, Investment Strategies, Options, Risk Management
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Lincoln High School 1986 — 1989
Jim O'Leary IV Jim O'Leary IV's Charles Schwab & Co., Inc. Experience April 2000 - January 2004
Job Senior Director, Operations at EXOS
Industry Health, Wellness and Fitness
Experience
EXOS May 2013 - Present
EXOS September 2012 - May 2013
Arizona Awnings January 2004 - September 2012
Charles Schwab & Co., Inc April 2000 - January 2004
Skills
Microsoft Office, Project Management, Supply Chain Management, Supply Chain Operations, Strategic Financial..., Risk Management, Financial Goals, Brokerage, Financial Analysis, Insurance, Portfolio Management, Logistics Management, Sales Management, Public Speaking, Project Planning, Microsoft Excel, Customer Service, Purchasing, Strategy, Contract Negotiation, Management, Business Process..., Strategic Planning, Program Management
Education
University of Phoenix 1998 — 2000
Master of Business Administration, General Management
New Mexico Highlands University 1992 — 1996
Bachelor of Arts; Bachelor of Arts, Political Science; Sociology
EXOS May 2013 - Present
EXOS September 2012 - May 2013
Arizona Awnings January 2004 - September 2012
Charles Schwab & Co., Inc April 2000 - January 2004
Skills
Microsoft Office, Project Management, Supply Chain Management, Supply Chain Operations, Strategic Financial..., Risk Management, Financial Goals, Brokerage, Financial Analysis, Insurance, Portfolio Management, Logistics Management, Sales Management, Public Speaking, Project Planning, Microsoft Excel, Customer Service, Purchasing, Strategy, Contract Negotiation, Management, Business Process..., Strategic Planning, Program Management
Education
University of Phoenix 1998 — 2000
Master of Business Administration, General Management
New Mexico Highlands University 1992 — 1996
Bachelor of Arts; Bachelor of Arts, Political Science; Sociology
Irwin Tjiong, L.Ac. MBA Irwin Tjiong, L.Ac. MBA's Charles Schwab & Co., Inc. Experience January 2001 - September 2005
Job Licensed Acupuncturist at Apple
Industry Health, Wellness and Fitness
Experience
Apple January 2015 - Present
Plus Health March 2010 - Present
American Association of Acupuncture and Oriental Medicine (AAAOM) April 2011 - October 2011
CHARLES SCHWAB & CO., INC January 2001 - September 2005
CHARLES SCHWAB & CO., INC January 2001 - September 2005
BAAN COMPANY N.V January 1998 - July 1999
Skills
Entrepreneurship, Management, Business Development, Marketing, Business Planning, Marketing Communications, Wellness, Sales Management, Negotiation, Research, Start-ups, Strategic Planning, Sales, Strategic Partnerships, Sales Operations, Pain Management, Small Business, Finance, Strategy, Analysis, Business Process, Social Media Marketing, Public Speaking, Healing, Fundraising, Nutrition, Marketing Strategy, Holistic Health, Social Media, Acupuncture, Management Consulting, Fitness, Healthcare, Wellness Coaching
Education
American College of Traditional Chinese Medicine 2006 — 2009
Master of Science, Acupuncture, Traditional Chinese Medicine
Nyenrode Business University 1996 — 1997
MBA, General Management
Nyenrode University, The 1996 — 1997
Master of Business Administration (MBA)
Apple January 2015 - Present
Plus Health March 2010 - Present
American Association of Acupuncture and Oriental Medicine (AAAOM) April 2011 - October 2011
CHARLES SCHWAB & CO., INC January 2001 - September 2005
CHARLES SCHWAB & CO., INC January 2001 - September 2005
BAAN COMPANY N.V January 1998 - July 1999
Skills
Entrepreneurship, Management, Business Development, Marketing, Business Planning, Marketing Communications, Wellness, Sales Management, Negotiation, Research, Start-ups, Strategic Planning, Sales, Strategic Partnerships, Sales Operations, Pain Management, Small Business, Finance, Strategy, Analysis, Business Process, Social Media Marketing, Public Speaking, Healing, Fundraising, Nutrition, Marketing Strategy, Holistic Health, Social Media, Acupuncture, Management Consulting, Fitness, Healthcare, Wellness Coaching
Education
American College of Traditional Chinese Medicine 2006 — 2009
Master of Science, Acupuncture, Traditional Chinese Medicine
Nyenrode Business University 1996 — 1997
MBA, General Management
Nyenrode University, The 1996 — 1997
Master of Business Administration (MBA)
Dana Hagan Dana Hagan's Charles Schwab & Co., Inc. Experience August 2002 - May 2006
Job Sales Operations and Marketing
Industry Marketing and Advertising
Experience
Lancope March 2012 - Present
Bloomspot.com July 2011 - December 2011
Palm Tree Paperie, LLC March 2006 - July 2011
Charles Schwab & Co., Inc. August 2002 - May 2006
Skills
Online Advertising, B2B, Social Commerce, Digital Marketing, E-commerce, Lead Generation, Database Management, Product Marketing, New Business Development, Process Improvement, Strategic Planning, Analytics, Eye For Detail, Sales Effectiveness, Salesforce.com, Customer Acquisition, Sales Support, Sales Operations, Market Research, Data Analytics, Performance Dashboards, KPI Reports, Data Cleaning, Marketing Liason, Pilot Projects, Data-driven, Third Party Vendors, Business Intelligence..., Strategic Partnerships, Database Admin
Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration Double Major
Lancope March 2012 - Present
Bloomspot.com July 2011 - December 2011
Palm Tree Paperie, LLC March 2006 - July 2011
Charles Schwab & Co., Inc. August 2002 - May 2006
Skills
Online Advertising, B2B, Social Commerce, Digital Marketing, E-commerce, Lead Generation, Database Management, Product Marketing, New Business Development, Process Improvement, Strategic Planning, Analytics, Eye For Detail, Sales Effectiveness, Salesforce.com, Customer Acquisition, Sales Support, Sales Operations, Market Research, Data Analytics, Performance Dashboards, KPI Reports, Data Cleaning, Marketing Liason, Pilot Projects, Data-driven, Third Party Vendors, Business Intelligence..., Strategic Partnerships, Database Admin
Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration Double Major
Sandra Antonini, CEP Sandra Antonini, CEP's Charles Schwab & Co., Inc. Experience November 2004 - December 2006
Job Certified Equity Professional
Industry Human Resources
Experience
Avery Dennison August 2012 - Present
Freescale Semiconductor September 2011 - May 2012
Universal Technical Institute March 2008 - September 2011
Scottsdale Community College September 2004 - May 2011
Phoenix NASPP 2005 - 2011
Countrywide Financial Corp December 2006 - February 2008
Charles Schwab & Co., Inc November 2004 - December 2006
Charles Schwab & Co., Inc February 1998 - November 2004
Skills
Equities, Executive Pay, Employee Benefits, Training, SEC filings, Financial Reporting, Management, Deferred Compensation, Options, Account Reconciliation, Auditing, Valuation, Trading, PeopleSoft, Employee Relations
Education
Cornell University 2007 — 2007
Certificate, Compensation and Benefits
Santa Clara University - Leavey School of Business 2005 — 2006
Certificate, Certified Equity Professional
University of Phoenix 2001 — 2003
Masters, Organizational Managment
Arizona State University West 1994 — 1997
Bachelors, Communication Studies
Glendale Community College 1993 — 1995
Associates, Business Science
Avery Dennison August 2012 - Present
Freescale Semiconductor September 2011 - May 2012
Universal Technical Institute March 2008 - September 2011
Scottsdale Community College September 2004 - May 2011
Phoenix NASPP 2005 - 2011
Countrywide Financial Corp December 2006 - February 2008
Charles Schwab & Co., Inc November 2004 - December 2006
Charles Schwab & Co., Inc February 1998 - November 2004
Skills
Equities, Executive Pay, Employee Benefits, Training, SEC filings, Financial Reporting, Management, Deferred Compensation, Options, Account Reconciliation, Auditing, Valuation, Trading, PeopleSoft, Employee Relations
Education
Cornell University 2007 — 2007
Certificate, Compensation and Benefits
Santa Clara University - Leavey School of Business 2005 — 2006
Certificate, Certified Equity Professional
University of Phoenix 2001 — 2003
Masters, Organizational Managment
Arizona State University West 1994 — 1997
Bachelors, Communication Studies
Glendale Community College 1993 — 1995
Associates, Business Science
Laura Flier Laura Flier's Charles Schwab & Co., Inc. Experience February 2007 - June 2010
Job Contracts Manager at Blue Coat Systems, Inc.
Industry Legal Services
Experience
Blue Coat Systems, Inc. September 2013 - Present
Ventyx USA, Inc. March 2011 - September 2013
Media Breakaway, LLC November 2010 - February 2011
Charles Schwab & Co., Inc. February 2007 - June 2010
Walsworth Franklin Bevins & McCall LLP July 2003 - July 2006
Heller Ehrman White & McAuliffe January 2003 - May 2003
Skills
Corporate Law, Litigation, Trials, Contract Negotiation, Civil Litigation, Mergers & Acquisitions, Courts, Due Diligence, Hearings, Mediation
Education
University of Iowa College of Law 1999 — 2002
JD, Law
University of Northern Iowa 1994 — 1998
BS, English, Journalism
Blue Coat Systems, Inc. September 2013 - Present
Ventyx USA, Inc. March 2011 - September 2013
Media Breakaway, LLC November 2010 - February 2011
Charles Schwab & Co., Inc. February 2007 - June 2010
Walsworth Franklin Bevins & McCall LLP July 2003 - July 2006
Heller Ehrman White & McAuliffe January 2003 - May 2003
Skills
Corporate Law, Litigation, Trials, Contract Negotiation, Civil Litigation, Mergers & Acquisitions, Courts, Due Diligence, Hearings, Mediation
Education
University of Iowa College of Law 1999 — 2002
JD, Law
University of Northern Iowa 1994 — 1998
BS, English, Journalism
Chris Yaros Chris Yaros's Charles Schwab & Co., Inc. Experience December 1994 - June 2006
Job Director of Operations at Schwab Charitable Fund
Industry Nonprofit Organization Management
Experience
Schwab Charitable Fund July 2006 - Present
Charles Schwab & Co., Inc. December 1994 - June 2006
Skills
Program Management, Nonprofits, Strategic Planning, Series 7, Management, Project Management, Process Improvement, Leadership, Fundraising, Customer Service
Education
University of Michigan 1988 — 1992
BS, Biology
Schwab Charitable Fund July 2006 - Present
Charles Schwab & Co., Inc. December 1994 - June 2006
Skills
Program Management, Nonprofits, Strategic Planning, Series 7, Management, Project Management, Process Improvement, Leadership, Fundraising, Customer Service
Education
University of Michigan 1988 — 1992
BS, Biology
Barbara Oster Barbara Oster's Charles Schwab & Co., Inc. Experience March 1996 - Present
Job Senior Staff Analyst at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab & Co., Inc March 1996 - Present
Boeing/McDonnell Douglas Helicopter Co. May 1986 - March 1996
Arizona State University September 1980 - May 1986
Education
Arizona State University 1980 — 1984
Business Administration
The University of North Dakota 1975 — 1980
Aviation, Accounting, Visual Arts
Charles Schwab & Co., Inc March 1996 - Present
Boeing/McDonnell Douglas Helicopter Co. May 1986 - March 1996
Arizona State University September 1980 - May 1986
Education
Arizona State University 1980 — 1984
Business Administration
The University of North Dakota 1975 — 1980
Aviation, Accounting, Visual Arts
Terence Newman, PMP, CSM, BSIE, ISTP, TBA Terence Newman, PMP, CSM, BSIE, ISTP, TBA's Charles Schwab & Co., Inc. Experience January 2007 - June 2008
Job Technical Project Manager, Consultant at Wells Fargo Bank, SF, CA
Industry Information Technology and Services
Experience
Wells Fargo Bank, SF, CA March 2012 - Present
Sutter Health Information Technology, Mather, CA May 2010 - September 2010
Information Professionals, Inc June 2008 - December 2009
Charles Schwab & Co., Inc. January 2007 - June 2008
Kaiser Permanente (KPIT) January 2006 - January 2007
Charles Schwab & Co., Inc July 2002 - July 2005
ATT - SBC - Pacific Bell Company October 2001 - June 2002
Charles Schwab & Co., Inc August 1991 - September 2001
VISA International, Inc January 1990 - August 1991
Skills
Data Warehousing, Business Intelligence, ETL, Data Migration, Analysis, HMO, Internal Audit, Data Marts, SDLC, Gap Analysis, PMP, Systems Analysis, Software Project..., Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, Application Development, Project Implementation, Project Planning, Process Improvement, Business Process, DB2, Program Management, MS Project, Project Management, Software Development, Management, Testing, Visio, Oracle, Microsoft SQL Server, Vendor Management, Scrum, ERP, PMO, Data Modeling
Education
Diablo Valley College 2009 — 2009
Post Grad work, PMI PMP Certification Training
San Jose State University 1982 — 1984
BSIE, Computer Science
Project Management Institute, PMI
Wells Fargo Bank, SF, CA March 2012 - Present
Sutter Health Information Technology, Mather, CA May 2010 - September 2010
Information Professionals, Inc June 2008 - December 2009
Charles Schwab & Co., Inc. January 2007 - June 2008
Kaiser Permanente (KPIT) January 2006 - January 2007
Charles Schwab & Co., Inc July 2002 - July 2005
ATT - SBC - Pacific Bell Company October 2001 - June 2002
Charles Schwab & Co., Inc August 1991 - September 2001
VISA International, Inc January 1990 - August 1991
Skills
Data Warehousing, Business Intelligence, ETL, Data Migration, Analysis, HMO, Internal Audit, Data Marts, SDLC, Gap Analysis, PMP, Systems Analysis, Software Project..., Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering, Application Development, Project Implementation, Project Planning, Process Improvement, Business Process, DB2, Program Management, MS Project, Project Management, Software Development, Management, Testing, Visio, Oracle, Microsoft SQL Server, Vendor Management, Scrum, ERP, PMO, Data Modeling
Education
Diablo Valley College 2009 — 2009
Post Grad work, PMI PMP Certification Training
San Jose State University 1982 — 1984
BSIE, Computer Science
Project Management Institute, PMI
Brian Falls's Charles Schwab & Co., Inc. Experience August 1995 - May 2005
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Electronic Transaction Clearing November 2011 - July 2014
Scottrade May 2005 - October 2011
Charles Schwab & Co., Inc August 1995 - May 2005
Skills
Options, Series 7, Series 63, Financial Markets, Equities, Hedging, Securities, Derivatives, Trading, Investments, Market Data, Financial Advisory, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, FINRA, FX Options, Bloomberg, ETFs, Equity Derivatives, Commodity, Financial Services, Fixed Income, Portfolio Management, Mutual Funds, Series 24
Education
Anderson University 2002 — 2004
MBA
Indiana State University - School of Business 1989 — 1993
BS, Economics, Finance & Business Administration
North High School
Merrill Edge August 2015 - Present
Electronic Transaction Clearing November 2011 - July 2014
Scottrade May 2005 - October 2011
Charles Schwab & Co., Inc August 1995 - May 2005
Skills
Options, Series 7, Series 63, Financial Markets, Equities, Hedging, Securities, Derivatives, Trading, Investments, Market Data, Financial Advisory, Equity Trading, Hedge Funds, Electronic Trading, Trading Systems, FINRA, FX Options, Bloomberg, ETFs, Equity Derivatives, Commodity, Financial Services, Fixed Income, Portfolio Management, Mutual Funds, Series 24
Education
Anderson University 2002 — 2004
MBA
Indiana State University - School of Business 1989 — 1993
BS, Economics, Finance & Business Administration
North High School
Francesco Conidi, CFP® Francesco Conidi, CFP®'s Charles Schwab & Co., Inc. Experience February 2009 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc February 2009 - Present
Education
The American College
Boston University
BA, Cum Laude, Environmental Science
Charles Schwab & Co., Inc February 2009 - Present
Education
The American College
Boston University
BA, Cum Laude, Environmental Science
Teon Gunn Teon Gunn's Charles Schwab & Co., Inc. Experience November 2005 - May 2007
Job Platinum Relationship Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial October 2013 - July 2014
E*TRADE Financial March 2013 - October 2013
E*TRADE Financial June 2011 - March 2013
Charles Schwab May 2007 - March 2011
Charles Schwab & Co., Inc November 2005 - May 2007
Principal Financial Group July 2004 - October 2005
Skills
Training, Management, Financial Services, Finance, Banking, Investments, Project Management, Accounting, Project Planning, Series 63, Microsoft Office, Customer Retention, Event Planning, Retail, Internal Audit, FINRA, 401k, Policy, Series 7, Options
Education
Kennesaw State University 2012 — 2012
Continuing Education, Project Management
Iowa State University 1998 — 2001
E*TRADE Financial Corporation October 2014 - Present
E*TRADE Financial October 2013 - July 2014
E*TRADE Financial March 2013 - October 2013
E*TRADE Financial June 2011 - March 2013
Charles Schwab May 2007 - March 2011
Charles Schwab & Co., Inc November 2005 - May 2007
Principal Financial Group July 2004 - October 2005
Skills
Training, Management, Financial Services, Finance, Banking, Investments, Project Management, Accounting, Project Planning, Series 63, Microsoft Office, Customer Retention, Event Planning, Retail, Internal Audit, FINRA, 401k, Policy, Series 7, Options
Education
Kennesaw State University 2012 — 2012
Continuing Education, Project Management
Iowa State University 1998 — 2001
Howie Krauth Howie Krauth's Charles Schwab & Co., Inc. Experience January 1993 - January 2002
Job ETL Developer Timmaron Group
Industry Management Consulting
Experience
HAK Capital October 2014 - Present
Timmaron Group 2015 - 2015
New York University August 2011 - May 2014
IO Practiceware October 2012 - October 2013
Domestic Securities June 2006 - June 2011
Domestic Securities June 2006 - May 2011
Charles Schwab & Co., Inc January 1993 - January 2002
Charles Schwab 1993 - 2002
Schwab Capital Markets L.L.C. (formerly Mayer Schweitzer Inc.) 1993 - 2002
Schonfeld Group 1992 - 1992
Skills
Market Making, Equity Trading, Proprietary Trading, Trading Systems, Trading, Bloomberg, Equities, Series 7, Series 63, Hedge Funds, Financial Markets, Securities, Capital Markets, Stocks, Investment Banking, Trading Strategies, Electronic Trading, Traders, Options, ETFs, Portfolio Management, Asset Management, FX trading, Asset Allocation, Private Equity, Market Data, Derivatives, Technical Analysis, Financial Services, Hedging, Bonds, FINRA, Investment Advisory, Fixed Income, Equity Derivatives, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Commodity, Equity Research, Series 24, FX Options, Prime Brokerage, Risk Management, Financial Risk, Wealth Management, Financial Modeling, Valuation, Emerging Markets
Education
Lehigh University 1987 — 1991
BS, Finance, General
Lehigh University 1987 — 1991
BS, Finance
Kinnelon High School 1983 — 1987
Diploma, It's a High School!!
HAK Capital October 2014 - Present
Timmaron Group 2015 - 2015
New York University August 2011 - May 2014
IO Practiceware October 2012 - October 2013
Domestic Securities June 2006 - June 2011
Domestic Securities June 2006 - May 2011
Charles Schwab & Co., Inc January 1993 - January 2002
Charles Schwab 1993 - 2002
Schwab Capital Markets L.L.C. (formerly Mayer Schweitzer Inc.) 1993 - 2002
Schonfeld Group 1992 - 1992
Skills
Market Making, Equity Trading, Proprietary Trading, Trading Systems, Trading, Bloomberg, Equities, Series 7, Series 63, Hedge Funds, Financial Markets, Securities, Capital Markets, Stocks, Investment Banking, Trading Strategies, Electronic Trading, Traders, Options, ETFs, Portfolio Management, Asset Management, FX trading, Asset Allocation, Private Equity, Market Data, Derivatives, Technical Analysis, Financial Services, Hedging, Bonds, FINRA, Investment Advisory, Fixed Income, Equity Derivatives, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Commodity, Equity Research, Series 24, FX Options, Prime Brokerage, Risk Management, Financial Risk, Wealth Management, Financial Modeling, Valuation, Emerging Markets
Education
Lehigh University 1987 — 1991
BS, Finance, General
Lehigh University 1987 — 1991
BS, Finance
Kinnelon High School 1983 — 1987
Diploma, It's a High School!!
Myan Hansen 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
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
Kim Watters Ryan's Charles Schwab & Co., Inc. Experience January 2004 - October 2006
Job Senior Director, Institutional Product and Pricing Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
TIAA-CREF January 2010 - Present
TIAA-CREF September 2007 - January 2010
Charles Schwab & Co., Inc January 2004 - October 2006
Charles Schwab & Co., Inc September 1999 - December 2003
Skills
Strategic Planning, Product Development, Product Strategy, Marketing Communications, Voice of the Customer, Competitive Strategy, Vendor Management, Cross-functional Team..., Budget Management, Matrix Management, Risk Mitigation, Training & Development, RFP preparation, Financial Services, Product Management, Risk Management, Executive Management
Education
University of Wisconsin-Madison 2010 — 2010
Product Management Excellence, Executive Education Program
Regis University 2004 — 2006
MBA, Accounting & Finance
Colorado State University 1989 — 1992
B.A., Economics
TIAA-CREF May 2015 - Present
TIAA-CREF January 2010 - Present
TIAA-CREF September 2007 - January 2010
Charles Schwab & Co., Inc January 2004 - October 2006
Charles Schwab & Co., Inc September 1999 - December 2003
Skills
Strategic Planning, Product Development, Product Strategy, Marketing Communications, Voice of the Customer, Competitive Strategy, Vendor Management, Cross-functional Team..., Budget Management, Matrix Management, Risk Mitigation, Training & Development, RFP preparation, Financial Services, Product Management, Risk Management, Executive Management
Education
University of Wisconsin-Madison 2010 — 2010
Product Management Excellence, Executive Education Program
Regis University 2004 — 2006
MBA, Accounting & Finance
Colorado State University 1989 — 1992
B.A., Economics
Barry Willingham Barry Willingham's Charles Schwab & Co., Inc. Experience September 1998 - January 2000
Job CoFounder at Dojo415
Industry Marketing and Advertising
Experience
Dojo415 2008 - Present
EFormance Media September 2007 - Present
Swimming Pool Quotes, Inc. September 2003 - Present
TalentMind, Inc. December 1999 - 2003
Charles Schwab & Co., Inc. September 1998 - January 2000
Skills
Online Advertising, Start-ups, PPC, Online Lead Generation, Lead Generation, Affiliate Marketing, Email Marketing, Social Media Marketing, Management, Strategic Partnerships, Entrepreneurship, SEO, Sales Management, Conversion Optimization, Direct Marketing, Landing Page..., SEM, Customer Acquisition, Online Marketing, Affiliate Management, Business Writing, Search Advertising, E-commerce, Digital Marketing, Online Reputation..., Mobile Advertising, Interactive Marketing, Display Advertising, Digital Strategy, Link Building, Local Search, Web Marketing, Mobile Marketing, Web Analytics, Organic Search, Google Adwords, Internet Strategy
Education
University of Missouri-Saint Louis 1994 — 1996
Bachelor of Arts (B.A.), English, Creative Writing, History
Dojo415 2008 - Present
EFormance Media September 2007 - Present
Swimming Pool Quotes, Inc. September 2003 - Present
TalentMind, Inc. December 1999 - 2003
Charles Schwab & Co., Inc. September 1998 - January 2000
Skills
Online Advertising, Start-ups, PPC, Online Lead Generation, Lead Generation, Affiliate Marketing, Email Marketing, Social Media Marketing, Management, Strategic Partnerships, Entrepreneurship, SEO, Sales Management, Conversion Optimization, Direct Marketing, Landing Page..., SEM, Customer Acquisition, Online Marketing, Affiliate Management, Business Writing, Search Advertising, E-commerce, Digital Marketing, Online Reputation..., Mobile Advertising, Interactive Marketing, Display Advertising, Digital Strategy, Link Building, Local Search, Web Marketing, Mobile Marketing, Web Analytics, Organic Search, Google Adwords, Internet Strategy
Education
University of Missouri-Saint Louis 1994 — 1996
Bachelor of Arts (B.A.), English, Creative Writing, History
Brittany Lauer Brittany Lauer's Charles Schwab & Co., Inc. Experience July 2011 - Present
Job Senior Manager, Independent Branch Services at Charles Schwab & Co., Inc.
Industry Marketing and Advertising
Experience
Charles Schwab & Co., Inc. July 2011 - Present
Satmetrix 2006 - July 2011
JRG February 2005 - December 2005
Nuance Communications 2002 - 2005
BroadVision 2000 - 2002
Remedy Corporation 1998 - 2000
Oracle 1994 - 1998
Skills
Marketing, Enterprise Software, Management, Multi-channel Marketing, Retail, Demand Generation, Analytics, SaaS, Salesforce.com, Product Marketing, Marketing Automation, CRM, Product Management, Lead Generation, Go-to-market Strategy, Strategic Partnerships, Strategy, Cross-functional Team...
Education
UCLA
B.A.
Charles Schwab & Co., Inc. July 2011 - Present
Satmetrix 2006 - July 2011
JRG February 2005 - December 2005
Nuance Communications 2002 - 2005
BroadVision 2000 - 2002
Remedy Corporation 1998 - 2000
Oracle 1994 - 1998
Skills
Marketing, Enterprise Software, Management, Multi-channel Marketing, Retail, Demand Generation, Analytics, SaaS, Salesforce.com, Product Marketing, Marketing Automation, CRM, Product Management, Lead Generation, Go-to-market Strategy, Strategic Partnerships, Strategy, Cross-functional Team...
Education
UCLA
B.A.
Richard Newbold Richard Newbold's Charles Schwab & Co., Inc. Experience 2006 - 2008
Job Project Manager with extensive communications and crisis management experience
Industry Financial Services
Experience
Randstad Managed Services US 2010 - December 2011
Charles Schwab 2008 - 2009
Charles Schwab & Co., Inc 2006 - 2008
Charles Schwab & Co., Inc 2000 - 2006
Skills
Financial Services, Project Management, Business Continuity, Crisis Management, Business Requirements, Vendor Management, Business Process..., Business Relationship..., Relationship Management, Contract Negotiation, Management, Risk Management, Business Analysis
Education
Connecticut College
B.A., Zoology
Randstad Managed Services US 2010 - December 2011
Charles Schwab 2008 - 2009
Charles Schwab & Co., Inc 2006 - 2008
Charles Schwab & Co., Inc 2000 - 2006
Skills
Financial Services, Project Management, Business Continuity, Crisis Management, Business Requirements, Vendor Management, Business Process..., Business Relationship..., Relationship Management, Contract Negotiation, Management, Risk Management, Business Analysis
Education
Connecticut College
B.A., Zoology
Bob Downing, CFA Bob Downing, CFA's Charles Schwab & Co., Inc. Experience March 1992 - November 2004
Job AVP, Traditional Investments at NPH
Industry Investment Management
Experience
NPH June 2009 - Present
National Planning Holdings June 2009 - December 2011
Portfolio Management Consultants (PMC) July 2005 - December 2008
Charles Schwab & Co., Inc. March 1992 - November 2004
Skills
Mutual Funds, Due Diligence, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Portfolio Management, Equities, Investment Banking, Series 7, Fixed Income, Investments, Wealth Management..., Uniform Combined State..., Securities, Financial Analysis, Valuation, Investment Management, Wealth Management, Asset Management
Education
University of Colorado Denver 1994 — 1997
M.S., Finance
University of Nebraska-Lincoln 1985 — 1990
B.S. Business Administration, Accounting, Finance
NPH June 2009 - Present
National Planning Holdings June 2009 - December 2011
Portfolio Management Consultants (PMC) July 2005 - December 2008
Charles Schwab & Co., Inc. March 1992 - November 2004
Skills
Mutual Funds, Due Diligence, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Portfolio Management, Equities, Investment Banking, Series 7, Fixed Income, Investments, Wealth Management..., Uniform Combined State..., Securities, Financial Analysis, Valuation, Investment Management, Wealth Management, Asset Management
Education
University of Colorado Denver 1994 — 1997
M.S., Finance
University of Nebraska-Lincoln 1985 — 1990
B.S. Business Administration, Accounting, Finance
Alex Negron Alex Negron's Charles Schwab & Co., Inc. Experience June 1999 - October 2007
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2010 - Present
Chase Investment Services Inc. March 2010 - September 2010
Holland Financial July 2009 - March 2010
Ferrell Wealth Management Inc. October 2007 - July 2009
Charles Schwab & Co., Inc. June 1999 - October 2007
Skills
Series 7, Series 9, Series 10, Series 66, Series 63, Portfolio Management, Strategic Financial...
Education
University of Central Florida 2009 — 2009
CFP - Candidate Courses
Webster University 1999 — 2003
MBA
University of Florida 1994 — 1997
Undergraduate Studies
TD Ameritrade September 2010 - Present
Chase Investment Services Inc. March 2010 - September 2010
Holland Financial July 2009 - March 2010
Ferrell Wealth Management Inc. October 2007 - July 2009
Charles Schwab & Co., Inc. June 1999 - October 2007
Skills
Series 7, Series 9, Series 10, Series 66, Series 63, Portfolio Management, Strategic Financial...
Education
University of Central Florida 2009 — 2009
CFP - Candidate Courses
Webster University 1999 — 2003
MBA
University of Florida 1994 — 1997
Undergraduate Studies
Katie Buckler Katie Buckler's Charles Schwab & Co., Inc. Experience June 2011 - Present
Job Centralized Supervision Manager Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. June 2011 - Present
Charles Schwab November 2008 - May 2011
Charles Schwab January 1997 - October 2008
Skills
Series 7, Retail Brokerage, Series 63, Managed Accounts, Mutual Funds, Client Communications, Series 66, Trading, Investment Operations, Client Experience
Education
University of Central Florida - College of Business Administration 1992 — 1996
Charles Schwab & Co., Inc. June 2011 - Present
Charles Schwab November 2008 - May 2011
Charles Schwab January 1997 - October 2008
Skills
Series 7, Retail Brokerage, Series 63, Managed Accounts, Mutual Funds, Client Communications, Series 66, Trading, Investment Operations, Client Experience
Education
University of Central Florida - College of Business Administration 1992 — 1996
Daryl Griffith Daryl Griffith's Charles Schwab & Co., Inc. Experience 2000 - 2003
Job Chief Financial Officer at Virgin Islands Housing Finance Authority
Industry Financial Services
Experience
Virgin Islands Housing Finance Authority October 2012 - Present
SunTrust Bank April 2003 - October 2012
Charles Schwab & Co., Inc. 2000 - 2003
GunnAllen Financial 1998 - 2000
Skills
Commercial Mortgages, Loans, Banking, Cash Flow, Small Business Lending, Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Consumer Lending, Credit, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Commercial Credit, Portfolio Management, Debt, Loan Documentation, Funding, Deposits, Small Business, Loan Origination, SBA, Strategic Financial..., Finance, Commercial Real Estate, Relationship Management, Underwriting, Investments
Education
University of Central Florida - College of Business Administration 2006 — 2008
MBA, Master of Business Administration
University of South Florida 1995 — 1997
BA, Sociology
Virgin Islands Housing Finance Authority October 2012 - Present
SunTrust Bank April 2003 - October 2012
Charles Schwab & Co., Inc. 2000 - 2003
GunnAllen Financial 1998 - 2000
Skills
Commercial Mortgages, Loans, Banking, Cash Flow, Small Business Lending, Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Consumer Lending, Credit, Cash Management, Financial Analysis, Lines Of Credit, Credit Risk, Commercial Credit, Portfolio Management, Debt, Loan Documentation, Funding, Deposits, Small Business, Loan Origination, SBA, Strategic Financial..., Finance, Commercial Real Estate, Relationship Management, Underwriting, Investments
Education
University of Central Florida - College of Business Administration 2006 — 2008
MBA, Master of Business Administration
University of South Florida 1995 — 1997
BA, Sociology
eleanor rhangos's Charles Schwab & Co., Inc. Experience January 1998 - January 2001
Job Principal at LETR & Co., Creative Strategies
Industry Marketing and Advertising
Experience
LETR & Co. December 2010 - Present
Savannah Bee Company May 2007 - October 2010
Savannah Bee Company 2007 - 2010
Boys and Girls Clubs of America 2001 - 2003
Boys and Girls Clubs of America 2001 - 2003
Charles Schwab & Co., Inc January 1998 - January 2001
Internal Communications January 1997 - January 1998
Charles Schwab & Co., Inc. January 1995 - January 1997
Incentives & Promotional Services January 1992 - January 1995
Charles Schwab & Co., Inc. January 1989 - January 1992
Skills
Brand Development, Marketing Strategy, Marketing, Product Marketing, Strategy, Nonprofits, Strategic Partnerships, Public Relations, Business Development, Brand Management, Strategic Planning, Management, Business Strategy, Program Management, Strategic Communications
Education
Boston University
BA, History and Economics
Foxcroft School
Savannah Country Day School
Tulane University
LETR & Co. December 2010 - Present
Savannah Bee Company May 2007 - October 2010
Savannah Bee Company 2007 - 2010
Boys and Girls Clubs of America 2001 - 2003
Boys and Girls Clubs of America 2001 - 2003
Charles Schwab & Co., Inc January 1998 - January 2001
Internal Communications January 1997 - January 1998
Charles Schwab & Co., Inc. January 1995 - January 1997
Incentives & Promotional Services January 1992 - January 1995
Charles Schwab & Co., Inc. January 1989 - January 1992
Skills
Brand Development, Marketing Strategy, Marketing, Product Marketing, Strategy, Nonprofits, Strategic Partnerships, Public Relations, Business Development, Brand Management, Strategic Planning, Management, Business Strategy, Program Management, Strategic Communications
Education
Boston University
BA, History and Economics
Foxcroft School
Savannah Country Day School
Tulane University
Peter Foust Peter Foust's Charles Schwab & Co., Inc. Experience March 2006 - September 2009
Job Product Management
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab May 2011 - July 2014
Charles Schwab & Co., Inc March 2006 - September 2009
Lawrence Johnson & Associates November 2003 - March 2006
Lawrence Johnson & Associates October 2001 - November 2003
Education
San Francisco State University 2008 — 2010
M.B.A, Focus Area; Decision Science
Emory University - Goizueta Business School 1996 — 2000
B.B.A, Business Administration and Management, General
Charles Schwab July 2014 - Present
Charles Schwab May 2011 - July 2014
Charles Schwab & Co., Inc March 2006 - September 2009
Lawrence Johnson & Associates November 2003 - March 2006
Lawrence Johnson & Associates October 2001 - November 2003
Education
San Francisco State University 2008 — 2010
M.B.A, Focus Area; Decision Science
Emory University - Goizueta Business School 1996 — 2000
B.B.A, Business Administration and Management, General
Richard Mickelsen's Charles Schwab & Co., Inc. Experience January 1998 - July 2004
Job Instructional Operations Analyst at ITT Educational Services, Inc.
Industry Information Technology and Services
Experience
ITT EDUCATIONAL SERVICES, INC December 2010 - Present
SALLIE MAE, INC June 2005 - December 2010
CHARLES SCHWAB & CO., INC January 1998 - July 2004
SCOTT INDUSTRIAL SYSTEMS January 1994 - January 1998
DEPT. OF THE ARMY January 1992 - January 1994
Skills
Excel, Access, SQL, Data Analysis, Databases, Business Analysis, Process Improvement, Risk Management, Call Center, Project Management, HTML, Microsoft Office, FTP, Servers, Windows, Customer Service, Troubleshooting, Information Security, Management, Microsoft Excel, Training, Testing, Analysis, Business Process..., Call Centers, Networking, Visio, SharePoint, Software Documentation, System Administration
Education
Indiana Wesleyan University 2007 — 2009
Bachelors of Science in Business Information Systems, Information Technology
Indiana Wesleyan University 2005 — 2007
Associate of Science in Computer Information Technology, Information Technology
ITT EDUCATIONAL SERVICES, INC December 2010 - Present
SALLIE MAE, INC June 2005 - December 2010
CHARLES SCHWAB & CO., INC January 1998 - July 2004
SCOTT INDUSTRIAL SYSTEMS January 1994 - January 1998
DEPT. OF THE ARMY January 1992 - January 1994
Skills
Excel, Access, SQL, Data Analysis, Databases, Business Analysis, Process Improvement, Risk Management, Call Center, Project Management, HTML, Microsoft Office, FTP, Servers, Windows, Customer Service, Troubleshooting, Information Security, Management, Microsoft Excel, Training, Testing, Analysis, Business Process..., Call Centers, Networking, Visio, SharePoint, Software Documentation, System Administration
Education
Indiana Wesleyan University 2007 — 2009
Bachelors of Science in Business Information Systems, Information Technology
Indiana Wesleyan University 2005 — 2007
Associate of Science in Computer Information Technology, Information Technology
John Salcedo John Salcedo's Charles Schwab & Co., Inc. Experience June 2009 - March 2010
Job Attorney
Industry Legal Services
Experience
Purple Land Management November 2014 - June 2015
New York Department of Financial Services June 2013 - August 2013
King's County District Attorney's Office January 2013 - May 2013
U.S. Attorney's Office for the Southern District of New York August 2012 - December 2012
State of New Jersey Bureau of Securities June 2012 - August 2012
Commodities Futures Trading Commission February 2012 - April 2012
Tullet Prebon 2010 - 2011
Charles Schwab & Co., Inc June 2009 - March 2010
Law Offices of Paul Delano Wolf January 2009 - June 2009
Charles Schwab & Co., Inc August 2008 - November 2008
Skills
Legal Research, Litigation, Legal Writing, Securities, Westlaw, Finance, Online Research, FINRA, Civil Litigation, Licensing, Trials, Research, Courts, LexisNexis, Legal Documents
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor, Law
University of California, Berkeley 2006 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Study of International Organizations, University of California, Berkeley
Purple Land Management November 2014 - June 2015
New York Department of Financial Services June 2013 - August 2013
King's County District Attorney's Office January 2013 - May 2013
U.S. Attorney's Office for the Southern District of New York August 2012 - December 2012
State of New Jersey Bureau of Securities June 2012 - August 2012
Commodities Futures Trading Commission February 2012 - April 2012
Tullet Prebon 2010 - 2011
Charles Schwab & Co., Inc June 2009 - March 2010
Law Offices of Paul Delano Wolf January 2009 - June 2009
Charles Schwab & Co., Inc August 2008 - November 2008
Skills
Legal Research, Litigation, Legal Writing, Securities, Westlaw, Finance, Online Research, FINRA, Civil Litigation, Licensing, Trials, Research, Courts, LexisNexis, Legal Documents
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor, Law
University of California, Berkeley 2006 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Study of International Organizations, University of California, Berkeley
Rebecca Jenkins's Charles Schwab & Co., Inc. Experience August 2007 - Present
Job Managing Director Contact Center Experience at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. August 2007 - Present
EchoStar Communications, Inc. 2005 - 2007
SBC Communications 1998 - 2005
Education
University of Denver - Daniels College of Business 2014 — 2014
High Performance Leadership Program
Webster University 2002 — 2005
MBA
University of Oklahoma 1993 — 1998
BS, Electrical Engineering
Charles Schwab & Co., Inc. August 2007 - Present
EchoStar Communications, Inc. 2005 - 2007
SBC Communications 1998 - 2005
Education
University of Denver - Daniels College of Business 2014 — 2014
High Performance Leadership Program
Webster University 2002 — 2005
MBA
University of Oklahoma 1993 — 1998
BS, Electrical Engineering
Bojan Nisavic's Charles Schwab & Co., Inc. Experience April 2006 - January 2011
Job Lead Security Engineer, Data Loss Prevention at Toyota Financial Services
Industry Information Technology and Services
Experience
Toyota Financial Services March 2012 - Present
Torrance Memorial Medical Center June 2011 - March 2012
Charles Schwab & Co. Inc. April 2006 - January 2011
Charles Schwab & Co. Inc., September 2000 - April 2006
Charles Schwab & Co., Inc September 1999 - September 2000
Translogic USA Corp June 1998 - September 1999
Lear Astronics May 1996 - June 1998
Skills
Active Directory, System Administration, VBScript, Powershell, Scripting, Automation, WMI, SharePoint, Disaster Recovery, SDLC, Windows Server, Visio, Unix, Security, Data Loss Protection, Symantec Security, Symantec DLP, Vontu, Data Insight, Symantec Endpoint..., Scriptlogic, Access, Operating Systems, TCP/IP, Software Documentation
Education
Loyola Marymount University 1995 — 1998
Bachelor of Science, Electrical Engineering
University of Belgrade 1988 — 1991
BS, Mechanical Engineering
Petar Drapsin 1985 — 1987
HS, Aviation
Toyota Financial Services March 2012 - Present
Torrance Memorial Medical Center June 2011 - March 2012
Charles Schwab & Co. Inc. April 2006 - January 2011
Charles Schwab & Co. Inc., September 2000 - April 2006
Charles Schwab & Co., Inc September 1999 - September 2000
Translogic USA Corp June 1998 - September 1999
Lear Astronics May 1996 - June 1998
Skills
Active Directory, System Administration, VBScript, Powershell, Scripting, Automation, WMI, SharePoint, Disaster Recovery, SDLC, Windows Server, Visio, Unix, Security, Data Loss Protection, Symantec Security, Symantec DLP, Vontu, Data Insight, Symantec Endpoint..., Scriptlogic, Access, Operating Systems, TCP/IP, Software Documentation
Education
Loyola Marymount University 1995 — 1998
Bachelor of Science, Electrical Engineering
University of Belgrade 1988 — 1991
BS, Mechanical Engineering
Petar Drapsin 1985 — 1987
HS, Aviation
Kevin Blom Kevin Blom's Charles Schwab & Co., Inc. Experience October 2003 - January 2004
Job Healthcare
Industry Hospital & Health Care
Experience
Apria Healthcare August 2014 - September 2014
Pulmonaire Oxygen Services DME February 2011 - July 2014
St. Francis Hospital of San Francisco November 2010 - November 2010
California Pacific Medical Center Research Institute 2010 - 2010
izmocars May 2008 - September 2008
Global Century Insurance Brokerage August 2006 - September 2007
McKesson, Corp June 2004 - March 2006
Charles Schwab & Co., Inc October 2003 - January 2004
Andersen Consulting / Accenture August 1997 - September 2002
JP Morgan Chase H August 1997 - September 2002
Skills
Hospitals, Cpr Certified, Medical Terminology, Phlebotomy, EKG, Customer Service, Healthcare, Leadership, HIPAA, Training, Microsoft Office, EMR, Healthcare Management, Microsoft Excel, Software Documentation, Teamwork, Healthcare Information..., Certified EKG Technician, Phlebotomists, Health Care..., Process Improvement, Data Entry, Time Management, Access, Patient Care, CPR Certified
Education
City College of San Francisco 2008 — 2010
Certificate programs, EKG / ECG, Phlebotomy and Medical Terminology 1 and 2
City College of San Francisco 2008 — 2009
EKG/ECG Certificate, Medical - EKG/ECG: Cardiology
California State University-Long Beach 1989 — 1993
Bachelor's Degree, Political Science / Public Policy and Administration
SFCC: Phlebotomy Externship - St. Francis Hospital
Certificate of completion and California State Licence., Healthcare
Apria Healthcare August 2014 - September 2014
Pulmonaire Oxygen Services DME February 2011 - July 2014
St. Francis Hospital of San Francisco November 2010 - November 2010
California Pacific Medical Center Research Institute 2010 - 2010
izmocars May 2008 - September 2008
Global Century Insurance Brokerage August 2006 - September 2007
McKesson, Corp June 2004 - March 2006
Charles Schwab & Co., Inc October 2003 - January 2004
Andersen Consulting / Accenture August 1997 - September 2002
JP Morgan Chase H August 1997 - September 2002
Skills
Hospitals, Cpr Certified, Medical Terminology, Phlebotomy, EKG, Customer Service, Healthcare, Leadership, HIPAA, Training, Microsoft Office, EMR, Healthcare Management, Microsoft Excel, Software Documentation, Teamwork, Healthcare Information..., Certified EKG Technician, Phlebotomists, Health Care..., Process Improvement, Data Entry, Time Management, Access, Patient Care, CPR Certified
Education
City College of San Francisco 2008 — 2010
Certificate programs, EKG / ECG, Phlebotomy and Medical Terminology 1 and 2
City College of San Francisco 2008 — 2009
EKG/ECG Certificate, Medical - EKG/ECG: Cardiology
California State University-Long Beach 1989 — 1993
Bachelor's Degree, Political Science / Public Policy and Administration
SFCC: Phlebotomy Externship - St. Francis Hospital
Certificate of completion and California State Licence., Healthcare
Don Karpick's Charles Schwab & Co., Inc. Experience July 2008 - November 2010
Job Associate Financial Advisor at Ameriprise Financial Barrie & Associates
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. - Barrie and Associates February 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2015
Charles Schwab & Co., Inc July 2008 - November 2010
Ameriprise September 2004 - July 2008
INVISTA July 2003 - July 2004
E.I. du Pont de Nemours and Company January 1975 - April 2004
Education
Purdue University 1970 — 1974
BS, Industrial Engineering
West Lafayette High School 1966 — 1970
High School Diploma, College Prep
Ameriprise Financial Services, Inc. - Barrie and Associates February 2015 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2015
Charles Schwab & Co., Inc July 2008 - November 2010
Ameriprise September 2004 - July 2008
INVISTA July 2003 - July 2004
E.I. du Pont de Nemours and Company January 1975 - April 2004
Education
Purdue University 1970 — 1974
BS, Industrial Engineering
West Lafayette High School 1966 — 1970
High School Diploma, College Prep
David Alt's Charles Schwab & Co., Inc. Experience 2000 - 2002
Job Lead FrontEnd Developer, Site Optimization at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
SmartTurn June 2008 - September 2009
CA/Wily Technology November 2006 - April 2007
IBM Tivoli Application Management July 2004 - December 2005
Cyanea Systems Corp. October 2002 - July 2004
Society for Technical Communications January 2000 - May 2004
Intraspect 2003 - 2003
Charles Schwab & Co., Inc 2000 - 2002
Bell+Howell Publiction Systems Company 1996 - 2000
Gamelan Galak Tika 1993 - 1995
Skills
Design, Development, Technical Communication, XML, JavaScript, Java, SQL, User Experience, Designs, SaaS, E-commerce, Web Development, MySQL, Web Applications, CSS, User Interface Design, HTML, SEO
Education
Massachusetts Institute of Technology 1989 — 1993
SB
Yorktown High School 1985 — 1989
SmartTurn June 2008 - September 2009
CA/Wily Technology November 2006 - April 2007
IBM Tivoli Application Management July 2004 - December 2005
Cyanea Systems Corp. October 2002 - July 2004
Society for Technical Communications January 2000 - May 2004
Intraspect 2003 - 2003
Charles Schwab & Co., Inc 2000 - 2002
Bell+Howell Publiction Systems Company 1996 - 2000
Gamelan Galak Tika 1993 - 1995
Skills
Design, Development, Technical Communication, XML, JavaScript, Java, SQL, User Experience, Designs, SaaS, E-commerce, Web Development, MySQL, Web Applications, CSS, User Interface Design, HTML, SEO
Education
Massachusetts Institute of Technology 1989 — 1993
SB
Yorktown High School 1985 — 1989
Katherine (Connery) Dahlke Katherine (Connery) Dahlke's Charles Schwab & Co., Inc. Experience November 2002 - February 2006
Job Sr. Director, Americas Talent Acquisition CoE at Johnson Controls
Industry Automotive
Experience
Johnson Controls September 2015 - Present
Johnson Controls September 2013 - September 2015
Johnson Controls October 2010 - September 2013
Candid Talent Consulting, LLC August 2009 - October 2010
BP June 2007 - April 2009
Countrywide Financial October 2006 - June 2007
Countrywide Financial February 2006 - October 2006
Charles Schwab & Co. Inc. November 2002 - February 2006
Charles Schwab & Co., Inc. February 1999 - October 2002
Accenture/Andersen Consulting December 1992 - February 1999
Skills
Strategy, Strategic Planning, Leadership, Program Management, Six Sigma, Talent Management, Talent Acquisition, Management, Gap Analysis, Change Management, Training, Project Management, Team Building, Business Development, Six Sigma Green Belt, Organizational..., Process Improvement
Education
University of Massachusetts Lowell 1985 — 1989
BA, English
Stoneham High School 1980 — 1985
Johnson Controls September 2015 - Present
Johnson Controls September 2013 - September 2015
Johnson Controls October 2010 - September 2013
Candid Talent Consulting, LLC August 2009 - October 2010
BP June 2007 - April 2009
Countrywide Financial October 2006 - June 2007
Countrywide Financial February 2006 - October 2006
Charles Schwab & Co. Inc. November 2002 - February 2006
Charles Schwab & Co., Inc. February 1999 - October 2002
Accenture/Andersen Consulting December 1992 - February 1999
Skills
Strategy, Strategic Planning, Leadership, Program Management, Six Sigma, Talent Management, Talent Acquisition, Management, Gap Analysis, Change Management, Training, Project Management, Team Building, Business Development, Six Sigma Green Belt, Organizational..., Process Improvement
Education
University of Massachusetts Lowell 1985 — 1989
BA, English
Stoneham High School 1980 — 1985
Grant Moy Grant Moy's Charles Schwab & Co., Inc. Experience November 1995 - April 1996
Job Senior Staff Accountant at Young & Rubicam California (San Francisco)
Industry Accounting
Experience
Young & Rubicam Group June 2014 - August 2015
City College of San Francisco August 2008 - June 2014
Venables Bell and Partners September 2007 - July 2008
Young & Rubicam Group July 2005 - June 2007
Ernst & Young December 1999 - October 2000
Deloitte September 1996 - April 1999
Charles Schwab & Co, Inc November 1995 - April 1996
Charles Schwab & Co., Inc March 1989 - September 1993
Skills
Account Reconciliation, Accounting, Financial Analysis, General Ledger, Accounts Payable, Accounts Receivable, Cost Accounting, Fixed Assets, Finance, PeopleSoft, Journal Entries, Budgets, Analysis
Education
University of Washington, Michael G. Foster School of Business 1995 — 1995
Certificate Program, Accounting
University of Washington, Michael G. Foster School of Business 1993 — 1995
Masters of Business Administration, Accounting & Finance
Cornell University 1982 — 1989
Bachelor of Arts, Economics
Young & Rubicam Group June 2014 - August 2015
City College of San Francisco August 2008 - June 2014
Venables Bell and Partners September 2007 - July 2008
Young & Rubicam Group July 2005 - June 2007
Ernst & Young December 1999 - October 2000
Deloitte September 1996 - April 1999
Charles Schwab & Co, Inc November 1995 - April 1996
Charles Schwab & Co., Inc March 1989 - September 1993
Skills
Account Reconciliation, Accounting, Financial Analysis, General Ledger, Accounts Payable, Accounts Receivable, Cost Accounting, Fixed Assets, Finance, PeopleSoft, Journal Entries, Budgets, Analysis
Education
University of Washington, Michael G. Foster School of Business 1995 — 1995
Certificate Program, Accounting
University of Washington, Michael G. Foster School of Business 1993 — 1995
Masters of Business Administration, Accounting & Finance
Cornell University 1982 — 1989
Bachelor of Arts, Economics
Jennifer Akhlaghi Jennifer Akhlaghi's Charles Schwab & Co., Inc. Experience January 2007 - September 2009
Job Vice President at Rood Financial
Industry Financial Services
Experience
Rood Financial September 2009 - Present
Charles Schwab & Co., Inc. January 2007 - September 2009
Skills
Personal Financial..., Retirement Planning, Investment Advisory, Financial Services, Money Management, Diversification, Mutual Funds, Financial Planning, Qualified Retirement..., 401k, IRAs, Roth IRA, Wealth Management, Financial Planners, Finance, Life Insurance, Strategic Financial..., Client Service Oriented, Securities, Investments, Guaranteed Lifetime..., College Education..., Financial Risk, Long Term Care Insurance, Series 7, Series 63, Series 65, Asset Management
Education
UCLA 1999 — 2003
Bachelor's degree, Political Science and Government
Rood Financial September 2009 - Present
Charles Schwab & Co., Inc. January 2007 - September 2009
Skills
Personal Financial..., Retirement Planning, Investment Advisory, Financial Services, Money Management, Diversification, Mutual Funds, Financial Planning, Qualified Retirement..., 401k, IRAs, Roth IRA, Wealth Management, Financial Planners, Finance, Life Insurance, Strategic Financial..., Client Service Oriented, Securities, Investments, Guaranteed Lifetime..., College Education..., Financial Risk, Long Term Care Insurance, Series 7, Series 63, Series 65, Asset Management
Education
UCLA 1999 — 2003
Bachelor's degree, Political Science and Government
Paul N Larsen, CPPC Paul N Larsen, CPPC's Charles Schwab & Co., Inc. Experience June 2000 - August 2003
Job Executive Coach at Find Your VOICE as a Leader ™
Industry Professional Training & Coaching
Experience
Find Your VOICE as a Leader ™ August 2009 - Present
SkillPath Seminars 2012 - Present
Adobe Systems June 2008 - August 2009
Oncology Therapeutics Network - A JP Morgan One Equity Partners' company May 2005 - December 2007
Bristol-Myers Squibb April 2004 - May 2005
Charles Schwab & Co., Inc. June 2000 - August 2003
Charles Schwab & Co., Inc. May 1997 - June 2000
Stanford University Health Services April 1996 - May 1997
ULTRADATA September 1994 - April 1996
United Airlines/Galileo International August 1986 - September 1994
Skills
Change Management, Leadership Development, Team Leadership, Public Speaking, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Thought Leadership, Strategic Leadership, Organizational..., Organizational Behavior, Employee Engagement, Workshop Facilitation, Keynote, Training Delivery, Professional Mentoring, Management Consulting, Management Development, Experiential Learning, Career Counseling, Career Development..., 360 Feedback, Training, Performance Management, Talent Management, Retreats, Recruiting, Leadership, Team Building, Strategy, Employee Relations, Succession Planning, Personal Development, Personnel Management, Start-ups, Human Resources, Program Management, Consulting, Talent Acquisition, Conflict Resolution, Executive Development, Staff Development, Culture Change, Emotional Intelligence, Management, Employee Training, Executive Management, Interviews
Education
University of San Francisco
M.A., Organizational Development
University of the Pacific
B.A., History
Find Your VOICE as a Leader ™ August 2009 - Present
SkillPath Seminars 2012 - Present
Adobe Systems June 2008 - August 2009
Oncology Therapeutics Network - A JP Morgan One Equity Partners' company May 2005 - December 2007
Bristol-Myers Squibb April 2004 - May 2005
Charles Schwab & Co., Inc. June 2000 - August 2003
Charles Schwab & Co., Inc. May 1997 - June 2000
Stanford University Health Services April 1996 - May 1997
ULTRADATA September 1994 - April 1996
United Airlines/Galileo International August 1986 - September 1994
Skills
Change Management, Leadership Development, Team Leadership, Public Speaking, Coaching, Executive Coaching, Career Development, Organizational..., Organizational..., Thought Leadership, Strategic Leadership, Organizational..., Organizational Behavior, Employee Engagement, Workshop Facilitation, Keynote, Training Delivery, Professional Mentoring, Management Consulting, Management Development, Experiential Learning, Career Counseling, Career Development..., 360 Feedback, Training, Performance Management, Talent Management, Retreats, Recruiting, Leadership, Team Building, Strategy, Employee Relations, Succession Planning, Personal Development, Personnel Management, Start-ups, Human Resources, Program Management, Consulting, Talent Acquisition, Conflict Resolution, Executive Development, Staff Development, Culture Change, Emotional Intelligence, Management, Employee Training, Executive Management, Interviews
Education
University of San Francisco
M.A., Organizational Development
University of the Pacific
B.A., History
Larisa Gershilevich Larisa Gershilevich's Charles Schwab & Co., Inc. Experience June 2009 - October 2013
Job Sales Manager, Wells Fargo Advisors Solutions, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
Wells Fargo Advisors, LLC November 2014 - Present
Sterneck Capital Management LLC December 2013 - October 2014
Charles Schwab & Co., Inc. June 2009 - October 2013
Fidelity Investments October 2007 - March 2009
Harris Bank, Harris Investor Services, Inc. July 2005 - November 2007
TD Waterhouse November 2004 - July 2005
Charles Schwab May 2003 - November 2004
Charles Schwab May 1999 - May 2003
Skills
CRM, Leadership, Recruiting, Business Development, Management, Training, Sales, Team Building, Coaching, Banking, Financial Services, Human Resources, Sales Process, Employee Training, Finance, Strategic Financial...
Education
University of Missouri-Saint Louis 1987 — 1992
BA, Communications
Univesity of Missouri
Stephen LaFata Stephen LaFata's Charles Schwab & Co., Inc. Experience June 2010 - August 2010
Job COO/CCO at Alethea Capital Management, LLC
Industry Financial Services
Experience
Alethea Capital Management, LLC May 2011 - Present
CHARLES SCHWAB & CO., INC June 2010 - August 2010
UBS FINANCIAL SERVICES INC July 2007 - June 2009
LEHMAN BROTHERS INC May 2006 - July 2006
Skills
Fixed Income, Investments, Hedge Funds, Mutual Funds, Wealth Management, Start-ups, Business Strategy, Strategy, Strategic Financial..., Competitive Analysis, Leadership, Financial Advisory, Bonds, Management, Financial Modeling, Trading, Valuation, Equities, Private Equity, Financial Analysis, Finance, Due Diligence, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
Duke University 2003 — 2007
Bachelor of Science; B.A, Economics; Math
Alethea Capital Management, LLC May 2011 - Present
CHARLES SCHWAB & CO., INC June 2010 - August 2010
UBS FINANCIAL SERVICES INC July 2007 - June 2009
LEHMAN BROTHERS INC May 2006 - July 2006
Skills
Fixed Income, Investments, Hedge Funds, Mutual Funds, Wealth Management, Start-ups, Business Strategy, Strategy, Strategic Financial..., Competitive Analysis, Leadership, Financial Advisory, Bonds, Management, Financial Modeling, Trading, Valuation, Equities, Private Equity, Financial Analysis, Finance, Due Diligence, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
Duke University 2003 — 2007
Bachelor of Science; B.A, Economics; Math
Michael Grosso, CFP® Michael Grosso, CFP®'s Charles Schwab & Co., Inc. Experience March 1997 - March 2008
Job Shareholder / Advisor at TCI Wealth Advisors, Inc.
Industry Financial Services
Experience
TCI Wealth Advisors, Inc. March 2008 - Present
Charles Schwab & Co., Inc March 1997 - March 2008
Skills
Wealth Management, Financial Advisory, Investments, Retirement, Estate Planning, Financial Planners, Finance, Wealth, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor of Science, Marketing
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor’s Degree, Finance
TCI Wealth Advisors, Inc. March 2008 - Present
Charles Schwab & Co., Inc March 1997 - March 2008
Skills
Wealth Management, Financial Advisory, Investments, Retirement, Estate Planning, Financial Planners, Finance, Wealth, Risk Management, Portfolio Management, Asset Management, Financial Modeling, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor of Science, Marketing
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelor’s Degree, Finance
Sara Loshbaugh Near Sara Loshbaugh Near's Charles Schwab & Co., Inc. Experience January 1999 - October 2004
Job Vice President of Sales & Marketing
Industry Real Estate
Experience
Benchmark Communities LLC September 2014 - Present
Colony American Homes November 2012 - July 2014
Sea Country Homes January 2012 - November 2012
PulteGroup November 2009 - January 2012
PulteGroup November 2004 - November 2009
Charles Schwab & Co., Inc. January 1999 - October 2004
Charles Schwab & Co., Inc. November 1995 - January 1999
Skills
Leadership, Forecasting, Sales Management, Change Management, Budgets, Negotiation, Strategic Planning, Sales, Team Building, Real Estate, Customer Satisfaction, Operations Management, Customer Service, Process Improvement, Marketing, Business Development, Project Management, Real Estate Development, Residential Homes, New Business Development, Marketing Strategy, Account Management, Competitive Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Benchmark Communities LLC September 2014 - Present
Colony American Homes November 2012 - July 2014
Sea Country Homes January 2012 - November 2012
PulteGroup November 2009 - January 2012
PulteGroup November 2004 - November 2009
Charles Schwab & Co., Inc. January 1999 - October 2004
Charles Schwab & Co., Inc. November 1995 - January 1999
Skills
Leadership, Forecasting, Sales Management, Change Management, Budgets, Negotiation, Strategic Planning, Sales, Team Building, Real Estate, Customer Satisfaction, Operations Management, Customer Service, Process Improvement, Marketing, Business Development, Project Management, Real Estate Development, Residential Homes, New Business Development, Marketing Strategy, Account Management, Competitive Analysis
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Finance
Brett Hyland's Charles Schwab & Co., Inc. Experience April 1990 - January 1993
Job Senior Vice President, Investor Relations
Industry Financial Services
Experience
Wall Street Associates, LLC May 2004 - June 2010
SAFECO Asset Management Compnay October 1999 - October 2003
U.S. Bank / Qualivest Capital Management January 1994 - September 1999
Charles Schwab & Co., Inc. April 1990 - January 1993
Kidder, Peabody & Co., Inc. August 1988 - March 1990
Eastman Kodak Company December 1984 - January 1988
Skills
Investor Relations, Portfolio Management, Asset Management, Alternative Investments, Financial Services, Investments, Investment Management, Institutional, Asset Allocation, Private Equity, Equities, Hedge Funds, Valuation, Equity Research, Finance, Securities, Financial Modeling, Corporate Development, Real Estate, Strategic Financial..., Investment Strategies, Fixed Income, Capital Markets, Series 7, Investment Advisory, Financial Analysis, Due Diligence, Institutional..., Wealth Management, Venture Capital, Mutual Funds, Financial Advisory, ETFs
Education
University of California, Santa Barbara
B.A., Communication Studies
Wall Street Associates, LLC May 2004 - June 2010
SAFECO Asset Management Compnay October 1999 - October 2003
U.S. Bank / Qualivest Capital Management January 1994 - September 1999
Charles Schwab & Co., Inc. April 1990 - January 1993
Kidder, Peabody & Co., Inc. August 1988 - March 1990
Eastman Kodak Company December 1984 - January 1988
Skills
Investor Relations, Portfolio Management, Asset Management, Alternative Investments, Financial Services, Investments, Investment Management, Institutional, Asset Allocation, Private Equity, Equities, Hedge Funds, Valuation, Equity Research, Finance, Securities, Financial Modeling, Corporate Development, Real Estate, Strategic Financial..., Investment Strategies, Fixed Income, Capital Markets, Series 7, Investment Advisory, Financial Analysis, Due Diligence, Institutional..., Wealth Management, Venture Capital, Mutual Funds, Financial Advisory, ETFs
Education
University of California, Santa Barbara
B.A., Communication Studies
Mark G. Rastello Mark G. Rastello's Charles Schwab & Co., Inc. Experience 1991 - 2000
Job CFA
Industry Financial Services
Experience
Rastello Family Office June 2008 - January 2014
Chartered Financial Analyst Institute May 2000 - July 2003
Charles Schwab & Co., Inc. 1991 - 2000
Securities 7 1983 - 1990
Skills
Portfolio allocation, Mutual Fund Selection, Stock Option Derivitive..., Competent using..., Sailing Instruction
Education
University of California, Los Angeles 1976 — 1979
Bachelor's degree, Economics
Rastello Family Office June 2008 - January 2014
Chartered Financial Analyst Institute May 2000 - July 2003
Charles Schwab & Co., Inc. 1991 - 2000
Securities 7 1983 - 1990
Skills
Portfolio allocation, Mutual Fund Selection, Stock Option Derivitive..., Competent using..., Sailing Instruction
Education
University of California, Los Angeles 1976 — 1979
Bachelor's degree, Economics
Daniel Chouanard, CIMA(R)'s Charles Schwab & Co., Inc. Experience April 1997 - October 2003
Job Director, National Product Sales
Industry Financial Services
Experience
Thrivent Financial May 2008 - Present
Markman Capital May 2007 - April 2008
RiverSource, Ameriprise Financial Services April 2004 - May 2007
RiverSource Distributors April 2004 - January 2006
Charles Schwab & Co., Inc April 1997 - October 2003
Charles Schwab January 1999 - June 2002
Charles Schwab April 1997 - January 1999
Skills
Financial Services, Strategy, Territory Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Asset Management
Education
Wharton Business School 2006 — 2006
Finance
University of Phoenix 1997 — 1998
California State University-Hayward 1994 — 1996
B.S, Business Administration/Finance
Thrivent Financial May 2008 - Present
Markman Capital May 2007 - April 2008
RiverSource, Ameriprise Financial Services April 2004 - May 2007
RiverSource Distributors April 2004 - January 2006
Charles Schwab & Co., Inc April 1997 - October 2003
Charles Schwab January 1999 - June 2002
Charles Schwab April 1997 - January 1999
Skills
Financial Services, Strategy, Territory Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Asset Management
Education
Wharton Business School 2006 — 2006
Finance
University of Phoenix 1997 — 1998
California State University-Hayward 1994 — 1996
B.S, Business Administration/Finance
Richard Rivera Richard Rivera's Charles Schwab & Co., Inc. Experience November 2014 - Present
Job Vice President Branch Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. November 2014 - Present
Charles Schwab September 2013 - October 2014
Charles Schwab October 2001 - September 2013
Charles Schwab June 1999 - October 2001
American Express Financial Advisors February 1997 - June 1999
PaineWebber January 1996 - August 1996
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Life, Accident & Health, Member: CFA Institute, Growth Plan Execution, Talent Management, National Leadership, Supervisory and Risk...
Education
University of Rhode Island 1991 — 1995
Bachelor's Degree, Economics and Political Science
New Fairfield High School 1987 — 1991
Charles Schwab & Co., Inc. November 2014 - Present
Charles Schwab September 2013 - October 2014
Charles Schwab October 2001 - September 2013
Charles Schwab June 1999 - October 2001
American Express Financial Advisors February 1997 - June 1999
PaineWebber January 1996 - August 1996
Skills
Series 7, Series 9, Series 10, Series 24, Series 63, Series 66, Life, Accident & Health, Member: CFA Institute, Growth Plan Execution, Talent Management, National Leadership, Supervisory and Risk...
Education
University of Rhode Island 1991 — 1995
Bachelor's Degree, Economics and Political Science
New Fairfield High School 1987 — 1991
Nicholas Sciandra, CFP® Nicholas Sciandra, CFP®'s Charles Schwab & Co., Inc. Experience October 2011 - December 2014
Job Financial Advisor at FutureAdvisor Investment Management for Everyone (We're Hiring!)
Industry Financial Services
Experience
FutureAdvisor - Investment Management for Everyone (We're Hiring!) July 2015 - Present
E*TRADE Financial Corporation December 2014 - July 2015
Charles Schwab & Co., Inc October 2011 - December 2014
Charles Schwab & Co., Inc January 2011 - October 2011
Charles Schwab & Co., Inc October 2008 - December 2010
Charles Schwab & Co., Inc August 2007 - October 2008
Skills
Retirement Planning, Investments, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State..., FINRA, Equities, Investment Strategies, ETFs, Investment Advisory, Certified Financial..., Retirement, Series 7, Series 66, Series 9/10, Portfolio Management, Financial Services, Fixed Income, Insurance
Education
Arizona State University
Bachelor of Interdisciplinary Studies, Business & Economics
FutureAdvisor - Investment Management for Everyone (We're Hiring!) July 2015 - Present
E*TRADE Financial Corporation December 2014 - July 2015
Charles Schwab & Co., Inc October 2011 - December 2014
Charles Schwab & Co., Inc January 2011 - October 2011
Charles Schwab & Co., Inc October 2008 - December 2010
Charles Schwab & Co., Inc August 2007 - October 2008
Skills
Retirement Planning, Investments, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State..., FINRA, Equities, Investment Strategies, ETFs, Investment Advisory, Certified Financial..., Retirement, Series 7, Series 66, Series 9/10, Portfolio Management, Financial Services, Fixed Income, Insurance
Education
Arizona State University
Bachelor of Interdisciplinary Studies, Business & Economics
Janna Bureson Janna Bureson's Charles Schwab & Co., Inc. Experience June 1994 - March 1996
Job Communications Consultant
Industry Public Relations and Communications
Experience
Self Employed January 2010 - Present
NCsoft October 2008 - October 2009
NCsoft January 2005 - October 2008
NCsoft May 2002 - January 2005
NCsoft August 2001 - May 2002
Infogrames Interactive, Inc September 2000 - March 2001
Motorola, Inc May 1999 - September 2000
Adams Translation Services July 1996 - May 1999
Charles Schwab & Co., Inc. June 1994 - March 1996
Skills
Project Management, Strategic Thinking, Corporate Communications, Video Games, Online Gaming, Editing, Training, Press Releases, Marketing, Interviews, Community Management, MMO, Marketing Communications, Media Relations, MMORPG, Localization, Social Games, Management, Marketing Management, Public Relations, Web Content, Public Speaking, Computer Games, Digital Marketing
Education
University of Maryland College Park
BS
Self Employed January 2010 - Present
NCsoft October 2008 - October 2009
NCsoft January 2005 - October 2008
NCsoft May 2002 - January 2005
NCsoft August 2001 - May 2002
Infogrames Interactive, Inc September 2000 - March 2001
Motorola, Inc May 1999 - September 2000
Adams Translation Services July 1996 - May 1999
Charles Schwab & Co., Inc. June 1994 - March 1996
Skills
Project Management, Strategic Thinking, Corporate Communications, Video Games, Online Gaming, Editing, Training, Press Releases, Marketing, Interviews, Community Management, MMO, Marketing Communications, Media Relations, MMORPG, Localization, Social Games, Management, Marketing Management, Public Relations, Web Content, Public Speaking, Computer Games, Digital Marketing
Education
University of Maryland College Park
BS
Andrew Magnus, CFP® Andrew Magnus, CFP®'s Charles Schwab & Co., Inc. Experience April 2006 - Present
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab & Co., Inc. April 2006 - Present
AllianceBernstein January 2000 - April 2006
Education
University of Rhode Island 1993 — 1997
BS, Finance, Marketing
University of Rhode Island - College of Business Administration 1993 — 1997
Charles Schwab & Co., Inc. April 2006 - Present
AllianceBernstein January 2000 - April 2006
Education
University of Rhode Island 1993 — 1997
BS, Finance, Marketing
University of Rhode Island - College of Business Administration 1993 — 1997
Rhonda Wiles's Charles Schwab & Co., Inc. Experience March 2009 - July 2012
Job Vice President and Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments July 2012 - August 2014
Charles Schwab & Co., Inc March 2009 - July 2012
Charles Schwab & Co., Inc January 1998 - March 2009
Charles Schwab & Co, Inc July 1997 - January 1998
Charles Schwab & Co., Inc December 1995 - July 1997
Personal Mutual Fund Management January 1992 - October 1995
Skills
Military Experience, Top Secret Security...
Education
Clayton College & State University 1990 — 1993
Georgia State University 1988 — 1989
Fidelity Investments August 2014 - Present
Fidelity Investments July 2012 - August 2014
Charles Schwab & Co., Inc March 2009 - July 2012
Charles Schwab & Co., Inc January 1998 - March 2009
Charles Schwab & Co, Inc July 1997 - January 1998
Charles Schwab & Co., Inc December 1995 - July 1997
Personal Mutual Fund Management January 1992 - October 1995
Skills
Military Experience, Top Secret Security...
Education
Clayton College & State University 1990 — 1993
Georgia State University 1988 — 1989
John M Benevides John M Benevides's Charles Schwab & Co., Inc. Experience January 1990 - February 1995
Job Vice President Financial Consultant at Charles Schwab & Co., Inc. and Charles Schwab Bank
Industry Investment Management
Experience
Charles Schwab March 2015 - Present
Citizens Bank/CCO Investment Services Corp February 2012 - March 2015
Citizens Bank/CCO Investment Services Corp January 2010 - January 2012
The Alan Shawn Feinstein Graduate School at Johnson & Wales University January 2010 - January 2012
Citizens Bank/CCO Investment Services Corp November 2006 - January 2010
Citizens Bank/CCO Investment Services Corp April 2001 - November 2006
Charles Schwab & Co., Inc January 1990 - February 1995
Skills
Investments, Fixed Income Portfolio..., Fixed Income, Banking, Asset Management, Series 7, Wealth Management..., Business Development, Strategic Financial..., Trading, Leadership, Project Management, Mutual Funds, Securities, Relationship Management, P&L Management, Business/Revenue Growth, Sales and Product..., Sales Management, Compliance, Private Wealth..., Strategic Planning, Market/Risk Management, Training & Development, Staff Supervision, Client/Vendor Relations, Structured Products, Private Banking, Managed Money, Insurance, Estate Planning, Call Center..., Mergers & Acquisitions, Organizational..., Operations Management, Electronic Trading, Employee Stock Options, Options, Custodial Services, Holistic Financial..., Consultative Sales..., Non-profit..., University Teaching, Wealth Management, Portfolio Management, Investment Strategies, Management, Risk Management
Education
Johnson & Wales University 1999 — 2001
MBA, Global Business
Johnson & Wales University 1994 — 1998
BS, Management and Investments
Charles Schwab March 2015 - Present
Citizens Bank/CCO Investment Services Corp February 2012 - March 2015
Citizens Bank/CCO Investment Services Corp January 2010 - January 2012
The Alan Shawn Feinstein Graduate School at Johnson & Wales University January 2010 - January 2012
Citizens Bank/CCO Investment Services Corp November 2006 - January 2010
Citizens Bank/CCO Investment Services Corp April 2001 - November 2006
Charles Schwab & Co., Inc January 1990 - February 1995
Skills
Investments, Fixed Income Portfolio..., Fixed Income, Banking, Asset Management, Series 7, Wealth Management..., Business Development, Strategic Financial..., Trading, Leadership, Project Management, Mutual Funds, Securities, Relationship Management, P&L Management, Business/Revenue Growth, Sales and Product..., Sales Management, Compliance, Private Wealth..., Strategic Planning, Market/Risk Management, Training & Development, Staff Supervision, Client/Vendor Relations, Structured Products, Private Banking, Managed Money, Insurance, Estate Planning, Call Center..., Mergers & Acquisitions, Organizational..., Operations Management, Electronic Trading, Employee Stock Options, Options, Custodial Services, Holistic Financial..., Consultative Sales..., Non-profit..., University Teaching, Wealth Management, Portfolio Management, Investment Strategies, Management, Risk Management
Education
Johnson & Wales University 1999 — 2001
MBA, Global Business
Johnson & Wales University 1994 — 1998
BS, Management and Investments
Cameron Singhisen Cameron Singhisen's Charles Schwab & Co., Inc. Experience January 2012 - March 2015
Job Advisor Services
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab & Co., Inc January 2012 - March 2015
Big 5 Sporting Goods July 2010 - January 2012
Littleton High School February 2010 - May 2010
Pitney Bowes Management Services 2009 - 2010
Applebee's September 2005 - September 2009
Skills
Customer Service, Inventory Management, Customer Satisfaction, Sales, Time Management, Process Scheduler, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Retail, Cashiering, Outlook, Training, Human Resources, Program Management, Public Speaking, Leadership, Community Outreach, Team Building, Event Management, Access, Coaching, Fundraising, Management, Team Leadership
Education
Central Christian College of Kansas 2005 — 2009
Bachelor of Science (B.S.), Sports Management
Charles Schwab March 2015 - Present
Charles Schwab & Co., Inc January 2012 - March 2015
Big 5 Sporting Goods July 2010 - January 2012
Littleton High School February 2010 - May 2010
Pitney Bowes Management Services 2009 - 2010
Applebee's September 2005 - September 2009
Skills
Customer Service, Inventory Management, Customer Satisfaction, Sales, Time Management, Process Scheduler, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Retail, Cashiering, Outlook, Training, Human Resources, Program Management, Public Speaking, Leadership, Community Outreach, Team Building, Event Management, Access, Coaching, Fundraising, Management, Team Leadership
Education
Central Christian College of Kansas 2005 — 2009
Bachelor of Science (B.S.), Sports Management
jennifer angotti jennifer angotti's Charles Schwab & Co., Inc. Experience October 2010 - July 2011
Job Product Demonstrator at Popchips
Industry Financial Services
Experience
Popchips Inc. January 2013 - Present
Clear Vision Funding November 2011 - March 2012
Red Pearl Kitchen/Jack's La Jolla December 2006 - November 2011
Charles Schwab & Co., Inc October 2010 - July 2011
Seaver Marketing Group May 2007 - August 2007
Skills
High Net Worth..., Equity Trading, Investments, Marketing Strategy, Economics, Customer Service, Financial Markets, Series 7, Securities, Sales, Investment Strategies, FINRA
Education
Concordia University-Irvine
San Diego State University-California State University
BA, Economics
Popchips Inc. January 2013 - Present
Clear Vision Funding November 2011 - March 2012
Red Pearl Kitchen/Jack's La Jolla December 2006 - November 2011
Charles Schwab & Co., Inc October 2010 - July 2011
Seaver Marketing Group May 2007 - August 2007
Skills
High Net Worth..., Equity Trading, Investments, Marketing Strategy, Economics, Customer Service, Financial Markets, Series 7, Securities, Sales, Investment Strategies, FINRA
Education
Concordia University-Irvine
San Diego State University-California State University
BA, Economics
Angela Jones, MBA's Charles Schwab & Co., Inc. Experience 2006 - 2009
Job Mortgage, Human Resoures and Tax Compliance
Industry Financial Services
Experience
Freedom Mortgage February 2012 - Present
Laura Lee Fellowship House Association 2011 - 2012
Liberty Tax Service 2010 - 2011
Charles Schwab & Co., Inc 2006 - 2009
First Financial Bank NA November 1999 - March 2004
Skills
Accounting, Tax Preparation, Consultative Selling, Business Education, Hiring, Mortgage Lending, Mortgage Banking, VA Loans, Government Loans, Quality Auditing, Banking, Human Resources
Education
Danville Area Community College
Illinois State University
B.S., Radio and Television Communication
Northcentral University
Doctoral Studies, Advanced Accounting
Texas A&M University-Commerce
Master of Business Administration, Management
Freedom Mortgage February 2012 - Present
Laura Lee Fellowship House Association 2011 - 2012
Liberty Tax Service 2010 - 2011
Charles Schwab & Co., Inc 2006 - 2009
First Financial Bank NA November 1999 - March 2004
Skills
Accounting, Tax Preparation, Consultative Selling, Business Education, Hiring, Mortgage Lending, Mortgage Banking, VA Loans, Government Loans, Quality Auditing, Banking, Human Resources
Education
Danville Area Community College
Illinois State University
B.S., Radio and Television Communication
Northcentral University
Doctoral Studies, Advanced Accounting
Texas A&M University-Commerce
Master of Business Administration, Management
Lee Grisham Lee Grisham's Charles Schwab & Co., Inc. Experience September 1998 - Present
Job Genesys CGE
Industry Financial Services
Experience
Charles Schwab & Co., Inc. September 1998 - Present
Kaiser Permanente June 1995 - June 1998
Charles Schwab September 1984 - March 1995
Skills
VoIP, CTI, Linux, Call Centers, Network Design, Genesys, Contact Centers, Routing, Telecommunications, Integration, IVR, Strategy, Troubleshooting, SIP, Telephony
Education
University of Maryland Baltimore 1973 — 1977
English
Various
Charles Schwab & Co., Inc. September 1998 - Present
Kaiser Permanente June 1995 - June 1998
Charles Schwab September 1984 - March 1995
Skills
VoIP, CTI, Linux, Call Centers, Network Design, Genesys, Contact Centers, Routing, Telecommunications, Integration, IVR, Strategy, Troubleshooting, SIP, Telephony
Education
University of Maryland Baltimore 1973 — 1977
English
Various
Ron Quilici Ron Quilici's Charles Schwab & Co., Inc. Experience 1985 - 1991
Job
Industry Logistics and Supply Chain
Experience
Logitech, Inc. March 2004 - March 2009
Independent 2003 - 2003
Barclays Global Investors 1997 - 2002
AG Consulting 1995 - 1997
Seagate 1992 - 1995
Charles Schwab & Co., Inc. 1985 - 1991
Skills
Employee Benefits, Payroll, Recruiting, Security, Performing, Self Service, PeopleSoft, HRIS, ERP, Business Analysis, Vendor Management, Business Process, Change Management, Business Intelligence, Human Resources, Performance Management, Process Improvement, Business Process..., Requirements Analysis, Integration, Leadership, Management, Training
Education
University of New Hampshire
Ph.D.
University of Portland
BA
Logitech, Inc. March 2004 - March 2009
Independent 2003 - 2003
Barclays Global Investors 1997 - 2002
AG Consulting 1995 - 1997
Seagate 1992 - 1995
Charles Schwab & Co., Inc. 1985 - 1991
Skills
Employee Benefits, Payroll, Recruiting, Security, Performing, Self Service, PeopleSoft, HRIS, ERP, Business Analysis, Vendor Management, Business Process, Change Management, Business Intelligence, Human Resources, Performance Management, Process Improvement, Business Process..., Requirements Analysis, Integration, Leadership, Management, Training
Education
University of New Hampshire
Ph.D.
University of Portland
BA
Ann Nieman-Smith Ann Nieman-Smith's Charles Schwab & Co., Inc. Experience October 2005 - April 2010
Job Senior Project Manager at HCI Hoovers Commercial Interiors
Industry Furniture
Experience
HCI - Hoovers Commercial Interiors March 2013 - Present
ANS Design October 2005 - February 2013
Wells Fargo Bank July 2010 - December 2011
Charles Schwab & Co., Inc October 2005 - April 2010
Charles Schwab & Co., Inc. March 2009 - June 2009
Mt. Diablo Unified School DistrictContra Costa County September 1999 - October 2006
Charles Schwab & Co, Inc April 2000 - September 2001
Charles Schwab & Co., Inc. April 1992 - September 1999
Charles Schwab & Co, Inc April 1987 - April 1992
Oliver Design Group July 1984 - October 1984
Skills
Project Implementation, Move Management, Facilities Management, Re-Branding..., Commercial TI work, Space-planning, Project Management, Due Diligence, Feasibility Studies, Space planning, Project Planning, Furniture, Contract Negotiation, Negotiation, Interior Design, Management, Budgets, Program Management, AutoCAD, Construction, Construction Management, Interior Architecture, Renovation
Education
La Roche College 1980 — 1984
Bachelor of Science, Interior Design
Diablo Valley College 1990 — 1994
Construction Management
HCI - Hoovers Commercial Interiors March 2013 - Present
ANS Design October 2005 - February 2013
Wells Fargo Bank July 2010 - December 2011
Charles Schwab & Co., Inc October 2005 - April 2010
Charles Schwab & Co., Inc. March 2009 - June 2009
Mt. Diablo Unified School DistrictContra Costa County September 1999 - October 2006
Charles Schwab & Co, Inc April 2000 - September 2001
Charles Schwab & Co., Inc. April 1992 - September 1999
Charles Schwab & Co, Inc April 1987 - April 1992
Oliver Design Group July 1984 - October 1984
Skills
Project Implementation, Move Management, Facilities Management, Re-Branding..., Commercial TI work, Space-planning, Project Management, Due Diligence, Feasibility Studies, Space planning, Project Planning, Furniture, Contract Negotiation, Negotiation, Interior Design, Management, Budgets, Program Management, AutoCAD, Construction, Construction Management, Interior Architecture, Renovation
Education
La Roche College 1980 — 1984
Bachelor of Science, Interior Design
Diablo Valley College 1990 — 1994
Construction Management
Kayla Gravatte's Charles Schwab & Co., Inc. Experience February 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Phillip Parkerson Phillip Parkerson's Charles Schwab & Co., Inc. Experience 1992 - 2001
Job Director Investment Operations, Principal
Industry Financial Services
Experience
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Aspiriant January 2015 - Present
Aspiriant January 2009 - December 2014
Aspiriant August 2005 - December 2008
Lincoln Financial Advisors 2001 - 2004
Charles Schwab & Co., Inc. 1992 - 2001
Shaklee Corporation 1990 - 1991
Skills
Investment Advisory, Investments, Wealth Management, Asset Allocation, Investment Management, Mutual Funds, Investment Strategies, Retirement Planning, Asset Management, Wealth Management..., Estate Planning, High Net Worth..., Portfolio Management, Strategic Financial..., Securities, Retirement
Education
University of North Carolina at Chapel Hill 1982 — 1987
Bachelor of Arts (B.A.)
Warren Stuchlik Warren Stuchlik's Charles Schwab & Co., Inc. Experience 2008 - 2011
Job Operations Liaison
Industry Financial Services
Experience
xxxxxxxxxxx April 2013 - Present
APPLEONE, INC. -PHOENIX, AZ January 2013 - 2013
RANDSTAD PROFESSIONAL CORP - PHOENIX, AZ 2012 - 2012
AEROTEK, INC.-PHOENIX, AZ 2011 - 2012
Charles Schwab & Co., Inc. 2008 - 2011
Charles Schwab & Co., Inc 2007 - 2008
Phoenix Operations Center 2000 - 2007
Global Investing Services 1997 - 2000
Schwab 500 1995 - 1997
Sun City Branch 1989 - 1995
Skills
Investments, Securities, Series 7, Equities, Asset Allocation, Options, Mutual Funds, Financial Services, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Trading, Risk Management, Strategic Financial..., FINRA Series 7,8 (9 and..., Bloomberg, Insurance, Leadership, Series 65, Finance, Retirement, Financial Advisory, Financial Planning
Education
Colorado State University
Industrial Construction Management
xxxxxxxxxxx April 2013 - Present
APPLEONE, INC. -PHOENIX, AZ January 2013 - 2013
RANDSTAD PROFESSIONAL CORP - PHOENIX, AZ 2012 - 2012
AEROTEK, INC.-PHOENIX, AZ 2011 - 2012
Charles Schwab & Co., Inc. 2008 - 2011
Charles Schwab & Co., Inc 2007 - 2008
Phoenix Operations Center 2000 - 2007
Global Investing Services 1997 - 2000
Schwab 500 1995 - 1997
Sun City Branch 1989 - 1995
Skills
Investments, Securities, Series 7, Equities, Asset Allocation, Options, Mutual Funds, Financial Services, Retirement Planning, Series 63, Portfolio Management, Wealth Management, Trading, Risk Management, Strategic Financial..., FINRA Series 7,8 (9 and..., Bloomberg, Insurance, Leadership, Series 65, Finance, Retirement, Financial Advisory, Financial Planning
Education
Colorado State University
Industrial Construction Management
David Pritikin David Pritikin's Charles Schwab & Co., Inc. Experience April 2004 - April 2006
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Scottrade July 2014 - Present
Merrill Edge August 2011 - April 2014
Charles Schwab April 2006 - December 2009
Charles Schwab & Co., Inc. April 2004 - April 2006
Crate & Barrel October 2001 - April 2004
Charles Schwab & Co., Inc. December 2000 - July 2001
Charles Schwab & Co., Inc. December 1998 - December 2000
Charles Schwab July 1995 - December 1998
Skills
Account Management, Banking, Financial Services, Series 7, Securities, Mutual Funds, Training, Leadership, Sales, Wealth Management, Finance, Uniform Combined State..., Series 63, Financial Planning, Portfolio Management, Program Management, Retirement Planning, Investments, Customer Service, Trading, Risk Management, Asset Allocation, Asset Management, Strategy
Education
University of Florida 1976 — 1978
B.A., American Studies
University of South Florida 1972 — 1975
Bachelor of Arts, American Studies
Scott DePiazza Scott DePiazza's Charles Schwab & Co., Inc. Experience August 2007 - October 2009
Job Vice President/ Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2009 - Present
Charles Schwab & Co., Inc. August 2007 - October 2009
Charles Schwab & Co. Inc. March 2004 - August 2007
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Management
Charles Schwab October 2009 - Present
Charles Schwab & Co., Inc. August 2007 - October 2009
Charles Schwab & Co. Inc. March 2004 - August 2007
Education
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Management
Marta von Loewenfeldt's Charles Schwab & Co., Inc. Experience January 1998 - September 2003
Job Manager of Public Relations at Charles River Development
Industry Computer Software
Experience
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
Charles River Development January 2007 - Present
Fidelity Investments September 2003 - December 2006
CHARLES SCHWAB & CO., INC January 1998 - September 2003
American Express Financial Advisors September 1996 - January 1998
PIPER JAFFRAY, INC February 1994 - September 1996
MINNESOTA INSURANCE INFORMATION CENTER April 1991 - February 1994
MINNESOTA MUTUAL LIFE INSURANCE COMPANY January 1985 - April 1991
Minnesota Mutual Life Insurance Company April 1978 - January 1985
Skills
Social Media, Public Relations, Media Relations, Integrated Marketing, Press Releases, Strategic Communications, Corporate Communications, Internal Communications, Newsletters, Event Management, Marketing, Strategy, Analyst Relations, Program Management, Publications, Enterprise Software, Marketing Communications
Education
Metropolitan State University
Bachelors Degree, Advertising
University of California, Berkeley
Slavic Studies
College of Marin
Slavic Studies
Barrie Gross's Charles Schwab & Co., Inc. Experience February 1995 - December 2003
Job Principal Barrie Gross Consulting (HR Training/Consulting)
Industry Human Resources
Experience
Barrie Gross Consulting 2006 - Present
Mercer HR Consulting 2004 - 2005
Charles Schwab & Co., Inc. February 1995 - December 2003
Skills
Employee Relations, Performance Management, Human Resources, EEO, Employment Law, Talent Management, Leadership Development, Leadership, Personnel Files, Needs Analysis, Internal Communications, Workplace Safety, Succession Planning, Training, Strategy, Change Management, Program Management, Coaching, Strategic Planning, Management, Organizational..., Employee Training, Risk Management, Organizational..., Management Development, Hiring, Organizational Design, Personnel Management, Executive Coaching, Workforce Planning, Employee Benefits, Policy, Employee Engagement, Culture Change, Analysis, HR Consulting, Onboarding, Executive Pay, Workshop Facilitation, Mergers & Acquisitions, Talent Acquisition, Deferred Compensation, HRIS, Career Development, Interviews, Conflict Resolution, Compensation & Benefit, Legal Compliance, College Recruiting, Recruiting
Education
University of San Francisco, School of Law
JD, law
University of Vermont
BA, Political Science
Barrie Gross Consulting 2006 - Present
Mercer HR Consulting 2004 - 2005
Charles Schwab & Co., Inc. February 1995 - December 2003
Skills
Employee Relations, Performance Management, Human Resources, EEO, Employment Law, Talent Management, Leadership Development, Leadership, Personnel Files, Needs Analysis, Internal Communications, Workplace Safety, Succession Planning, Training, Strategy, Change Management, Program Management, Coaching, Strategic Planning, Management, Organizational..., Employee Training, Risk Management, Organizational..., Management Development, Hiring, Organizational Design, Personnel Management, Executive Coaching, Workforce Planning, Employee Benefits, Policy, Employee Engagement, Culture Change, Analysis, HR Consulting, Onboarding, Executive Pay, Workshop Facilitation, Mergers & Acquisitions, Talent Acquisition, Deferred Compensation, HRIS, Career Development, Interviews, Conflict Resolution, Compensation & Benefit, Legal Compliance, College Recruiting, Recruiting
Education
University of San Francisco, School of Law
JD, law
University of Vermont
BA, Political Science
Marjorie Qualey's Charles Schwab & Co., Inc. Experience September 2003 - December 2008
Job Vice President, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Diane Gunderson's Charles Schwab & Co., Inc. Experience January 1996 - January 1999
Job Executive Coach and Organizational Effectiveness Consultant
Industry Management Consulting
Experience
DG CONSULTING January 2009 - Present
AMERICAN PRESIDENT LINES August 2006 - December 2008
DG CONSULTING 1989 - August 2006
CHARLES SCHWAB & CO., INC January 1996 - January 1999
STANFORD UNIVERSITY, Information Technology Systems & Services 1993 - 1996
STANFORD UNIVERSITY, Management and Financial Planning 1987 - 1991
STANFORD UNIVERSITY, President and Provost's Office January 1985 - January 1987
BANK of AMERICA 1984 - 1985
STANFORD UNIVERSITY, School of Education 1982 - 1984
STANFORD UNIVERSITY, President and Provost's Office 1978 - 1980
Skills
Executive and Manager..., Management and Human..., Organizational..., Change Management, Strategic Planning, Talent Management, Succession Planning, Performance Management, Leadership and..., Mentoring Programs, Team Building, Training and Development, Management, Instructional Design, Human Resources, Employee Relations, Peer Mentoring, Recruiting, Coaching, Mentoring, Leadership, HR Consulting, Leadership Development
Education
Santa Clara University 1979 — 1982
MBA, Management
University of California, Santa Barbara 1971 — 1973
BA, English Literature, Asian-American Studies (Sociology)
Orange Coast College 1969 — 1971
Transfer Student
DG CONSULTING January 2009 - Present
AMERICAN PRESIDENT LINES August 2006 - December 2008
DG CONSULTING 1989 - August 2006
CHARLES SCHWAB & CO., INC January 1996 - January 1999
STANFORD UNIVERSITY, Information Technology Systems & Services 1993 - 1996
STANFORD UNIVERSITY, Management and Financial Planning 1987 - 1991
STANFORD UNIVERSITY, President and Provost's Office January 1985 - January 1987
BANK of AMERICA 1984 - 1985
STANFORD UNIVERSITY, School of Education 1982 - 1984
STANFORD UNIVERSITY, President and Provost's Office 1978 - 1980
Skills
Executive and Manager..., Management and Human..., Organizational..., Change Management, Strategic Planning, Talent Management, Succession Planning, Performance Management, Leadership and..., Mentoring Programs, Team Building, Training and Development, Management, Instructional Design, Human Resources, Employee Relations, Peer Mentoring, Recruiting, Coaching, Mentoring, Leadership, HR Consulting, Leadership Development
Education
Santa Clara University 1979 — 1982
MBA, Management
University of California, Santa Barbara 1971 — 1973
BA, English Literature, Asian-American Studies (Sociology)
Orange Coast College 1969 — 1971
Transfer Student
Laura Newberg's Charles Schwab & Co., Inc. Experience March 1999 - June 2001
Job Chief Compliance Officer
Industry Financial Services
Experience
Liquid Strategies, LLC and Concourse Capital Management, LLC August 2012 - Present
RidgeWorth Capital Management, Inc. December 2003 - August 2012
Trusco Capital Management, Inc. March 2002 - December 2003
Trusco Capital Management, Inc. July 2001 - March 2002
Charles Schwab & Co., Inc. March 1999 - June 2001
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science, Marketing
Liquid Strategies, LLC and Concourse Capital Management, LLC August 2012 - Present
RidgeWorth Capital Management, Inc. December 2003 - August 2012
Trusco Capital Management, Inc. March 2002 - December 2003
Trusco Capital Management, Inc. July 2001 - March 2002
Charles Schwab & Co., Inc. March 1999 - June 2001
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science, Marketing
Cheryl Berger's Charles Schwab & Co., Inc. Experience 1994 - 1999
Job Retired
Industry Computer Software
Experience
Cheramics March 2003 - December 2009
Charles Schwab & Co., Inc 1994 - 1999
McKesson 1991 - 1994
Catellus Development Corporation 1989 - 1991
Education
California State University-Chico 1983 — 1985
BS, Computer Science, Statistics, French
Ohlone College 1979 — 1982
General, General
Cheramics March 2003 - December 2009
Charles Schwab & Co., Inc 1994 - 1999
McKesson 1991 - 1994
Catellus Development Corporation 1989 - 1991
Education
California State University-Chico 1983 — 1985
BS, Computer Science, Statistics, French
Ohlone College 1979 — 1982
General, General
Mark Schneider, MBA, CMFC®, CFP®'s Charles Schwab & Co., Inc. Experience December 1998 - Present
Job VPSr. Financial Consultant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. December 1998 - Present
Everen Securities August 1997 - December 1998
Education
University of Nebraska at Omaha
Master of Business Administration (MBA), Executive MBA
University of Nebraska at Omaha
Bachelor's degree, Engineering/Industrial Management
Charles Schwab & Co., Inc. December 1998 - Present
Everen Securities August 1997 - December 1998
Education
University of Nebraska at Omaha
Master of Business Administration (MBA), Executive MBA
University of Nebraska at Omaha
Bachelor's degree, Engineering/Industrial Management
Janice Sarver's Charles Schwab & Co., Inc. Experience October 1997 - April 2009
Job Manager, Information Security at Dignity Health
Industry Information Technology and Services
Experience
Dignity Health June 2010 - Present
Charles Schwab & Co., Inc. October 1997 - April 2009
Schwab Institutional October 1997 - April 2009
PaineWebber 1990 - 1997
Skills
Business Analysis, Disaster Recovery, Risk Management, Program Management, Process Improvement, Vendor Management
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston 1982 — 1987
B.A., Economics
Dignity Health June 2010 - Present
Charles Schwab & Co., Inc. October 1997 - April 2009
Schwab Institutional October 1997 - April 2009
PaineWebber 1990 - 1997
Skills
Business Analysis, Disaster Recovery, Risk Management, Program Management, Process Improvement, Vendor Management
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston 1982 — 1987
B.A., Economics
Allen Register's Charles Schwab & Co., Inc. Experience January 1990 - 2014
Job Retired
Industry Financial Services
Experience
Retired & Reconnecting with Life January 2014 - Present
Charles Schwab & Co., Inc. January 1990 - 2014
Skills
Financial Services, Employee Engagement, Customer Service, Management, Mutual Funds, Portfolio Management, Project Management, Securities, Series 7, Strategic Planning, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management, Business Analysis, Leadership, Program Management
Education
University of Nebraska-Lincoln
Retired & Reconnecting with Life January 2014 - Present
Charles Schwab & Co., Inc. January 1990 - 2014
Skills
Financial Services, Employee Engagement, Customer Service, Management, Mutual Funds, Portfolio Management, Project Management, Securities, Series 7, Strategic Planning, Succession Planning, Talent Acquisition, Talent Management, Training, Vendor Management, Business Analysis, Leadership, Program Management
Education
University of Nebraska-Lincoln
Patrick Jakowchik's Charles Schwab & Co., Inc. Experience March 2010 - July 2011
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Charles Schwab & Co., Inc March 2010 - July 2011
Charles Schwab & Co., Inc April 2008 - March 2010
Westwood Capital Management September 2004 - April 2008
Reconciliation Department September 1999 - September 2004
Skills
Investments
Education
California Lutheran University 2002 — 2004
California Lutheran University
Bachelor of Science, Business Management
Fidelity Investments July 2011 - Present
Charles Schwab & Co., Inc March 2010 - July 2011
Charles Schwab & Co., Inc April 2008 - March 2010
Westwood Capital Management September 2004 - April 2008
Reconciliation Department September 1999 - September 2004
Skills
Investments
Education
California Lutheran University 2002 — 2004
California Lutheran University
Bachelor of Science, Business Management
David Sally's Charles Schwab & Co., Inc. Experience July 1990 - July 1992
Job Senior Contracts Counsel at Equinix
Industry Legal Services
Experience
Equinix November 2012 - Present
Nokia, Inc. April 2008 - October 2012
SAVVIS, Inc. December 2004 - March 2008
Qwest Communications International, Inc. September 1998 - December 2004
Pierson & Burnett, L.L.P July 1996 - September 1998
Alcatel Data Networks Inc January 1996 - June 1996
Charles Schwab & Co., Inc July 1990 - July 1992
Skills
Patents, Strategic Alliances, Cloud Computing, Consulting, Networking, Intellectual Property, Software Licensing, Licensing, Privacy Law, Corporate Law, Contract Negotiation, Joint Ventures, IT law, Contract Law, Telecommunications, Mobile Devices, Dispute Resolution, Data Privacy, Consumer Law, Legal Assistance, Outsourcing, Patent Prosecution, Due Diligence, Trademarks, Legal Research, Cyberlaw, Legal Advice, Professional Services, Patent Litigation, Copyright Law, Cross-functional Team..., E-commerce, Competition Law, Legal Compliance, Litigation Management
Education
California Western School of Law 1992 — 1994
Juris Doctorate
University of California, Berkeley 1987 — 1990
Bachelor of Arts, Legal Studies
Equinix November 2012 - Present
Nokia, Inc. April 2008 - October 2012
SAVVIS, Inc. December 2004 - March 2008
Qwest Communications International, Inc. September 1998 - December 2004
Pierson & Burnett, L.L.P July 1996 - September 1998
Alcatel Data Networks Inc January 1996 - June 1996
Charles Schwab & Co., Inc July 1990 - July 1992
Skills
Patents, Strategic Alliances, Cloud Computing, Consulting, Networking, Intellectual Property, Software Licensing, Licensing, Privacy Law, Corporate Law, Contract Negotiation, Joint Ventures, IT law, Contract Law, Telecommunications, Mobile Devices, Dispute Resolution, Data Privacy, Consumer Law, Legal Assistance, Outsourcing, Patent Prosecution, Due Diligence, Trademarks, Legal Research, Cyberlaw, Legal Advice, Professional Services, Patent Litigation, Copyright Law, Cross-functional Team..., E-commerce, Competition Law, Legal Compliance, Litigation Management
Education
California Western School of Law 1992 — 1994
Juris Doctorate
University of California, Berkeley 1987 — 1990
Bachelor of Arts, Legal Studies
Karla Washington's Charles Schwab & Co., Inc. Experience September 1999 - Present
Job Executive Assistant at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. September 1999 - Present
Education
University of Phoenix 1996 — 1998
Charles Schwab & Co., Inc. September 1999 - Present
Education
University of Phoenix 1996 — 1998
Rob Sipprell's Charles Schwab & Co., Inc. Experience 1997 - 2008
Job Retirement Education Specialist with CUNA Mutual
Industry Financial Services
Experience
CUNA Mutual Group November 2012 - Present
Wells Fargo Advisors, LLC January 2011 - November 2012
Retirement Alliance, Inc. August 2010 - December 2010
Retirement Alliance March 2008 - August 2010
Charles Schwab & Co., Inc. 1997 - 2008
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Mathematical Sciences
CUNA Mutual Group November 2012 - Present
Wells Fargo Advisors, LLC January 2011 - November 2012
Retirement Alliance, Inc. August 2010 - December 2010
Retirement Alliance March 2008 - August 2010
Charles Schwab & Co., Inc. 1997 - 2008
Education
University of North Carolina at Chapel Hill 1986 — 1990
BS, Mathematical Sciences
Jay Silverman, CFP®'s Charles Schwab & Co., Inc. Experience August 2007 - April 2009
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard October 2010 - July 2015
Vangent Inc February 2010 - May 2011
Charles Schwab & Co., Inc August 2007 - April 2009
Sara Lee Foods, Inc 2005 - December 2006
Campus Crusade for Christ January 2000 - January 2001
Skills
Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Series 7, Risk Management, Asset Managment, Business Analysis, Securities, Wealth Management, Retirement Planning, Series 63, Business Strategy, Leadership, Analysis, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Planning
Education
Miami University 1996 — 2000
B.S, Business Economics
College for Financial Planning
Master of Science (MS), Personal Financial Planning
Vanguard August 2015 - Present
Vanguard October 2010 - July 2015
Vangent Inc February 2010 - May 2011
Charles Schwab & Co., Inc August 2007 - April 2009
Sara Lee Foods, Inc 2005 - December 2006
Campus Crusade for Christ January 2000 - January 2001
Skills
Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Series 7, Risk Management, Asset Managment, Business Analysis, Securities, Wealth Management, Retirement Planning, Series 63, Business Strategy, Leadership, Analysis, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Planning
Education
Miami University 1996 — 2000
B.S, Business Economics
College for Financial Planning
Master of Science (MS), Personal Financial Planning
Alka Mandalia's Charles Schwab & Co., Inc. Experience October 2010 - August 2011
Job Sr Loan Service Specialist at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - July 2013
Charles Schwab & Co., Inc October 2010 - August 2011
Wells Fargo Bank May 2006 - December 2008
Sallie Mae November 2005 - March 2006
Sallie Mae November 2003 - November 2005
EUROPA FOODS January 2000 - January 2002
Skills
Access, Finance, Software Documentation, Accounts Receivable, Accounts Payable, Accounting, Human Resources, Invoicing, Loans, Customer Service, Loan Processor
Education
Mesa Community College 2000 — 2002
Computer Courses
Income Tax Law, Saurashtra University
Bachelor, Law
Saurashtra University
Bachelor of Commerce, Accounting and Business Administration
Saurashtra University
Diploma, Computer Science
Bank of America April 2012 - July 2013
Charles Schwab & Co., Inc October 2010 - August 2011
Wells Fargo Bank May 2006 - December 2008
Sallie Mae November 2005 - March 2006
Sallie Mae November 2003 - November 2005
EUROPA FOODS January 2000 - January 2002
Skills
Access, Finance, Software Documentation, Accounts Receivable, Accounts Payable, Accounting, Human Resources, Invoicing, Loans, Customer Service, Loan Processor
Education
Mesa Community College 2000 — 2002
Computer Courses
Income Tax Law, Saurashtra University
Bachelor, Law
Saurashtra University
Bachelor of Commerce, Accounting and Business Administration
Saurashtra University
Diploma, Computer Science
Elisa Novoa's Charles Schwab & Co., Inc. Experience January 1998 - Present
Job Senior Event Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 1998 - Present
Maritz Travel Company September 1993 - August 1997
Maritz, Inc. - Group Meetings & Travel Marketing Division 1992 - 1997
Skills
Meeting Planning, Vendor Management, Event Management, Marketing, Marketing Communications, Building Relationships, Event Planning
Education
University of California, Los Angeles 1984 — 1988
Phsychology/Business
Charles Schwab & Co., Inc. January 1998 - Present
Maritz Travel Company September 1993 - August 1997
Maritz, Inc. - Group Meetings & Travel Marketing Division 1992 - 1997
Skills
Meeting Planning, Vendor Management, Event Management, Marketing, Marketing Communications, Building Relationships, Event Planning
Education
University of California, Los Angeles 1984 — 1988
Phsychology/Business
Brent Gray's Charles Schwab & Co., Inc. Experience January 1999 - January 2001
Job Private Client Advisor, CFP®
Industry Financial Services
Experience
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
Inta Abele's Charles Schwab & Co., Inc. Experience February 2006 - Present
Job Vice President, SVC NASPP Chapter
Industry Financial Services
Experience
Charles Schwab & Co., Inc. February 2006 - Present
SVC NASPP Chapter January 2007 - December 2010
ICG Financial July 2004 - June 2005
Smith Barney 1999 - 2004
Skills
Executive Pay
Education
University of San Francisco
BS, Organizational Behavior
Charles Schwab & Co., Inc. February 2006 - Present
SVC NASPP Chapter January 2007 - December 2010
ICG Financial July 2004 - June 2005
Smith Barney 1999 - 2004
Skills
Executive Pay
Education
University of San Francisco
BS, Organizational Behavior
Alex Prentice, CFP ®'s Charles Schwab & Co., Inc. Experience July 1985 - December 1990
Job Advisor Relations Consultant
Industry Financial Services
Experience
Loring Ward Manager. Associate Regional DirectorLoring WardApril 2014 - Present
Loring Ward September 2006 - March 2014
Schwab Institutional January 1991 - January 2002
Charles Schwab & Co., Inc July 1985 - December 1990
Skills
Series 7, Investment Advisory, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Asset Managment, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Series 65
Education
University of California, Santa Cruz 2010 — 2012
Personal Financial Planning
Humboldt State University 1972 — 1978
BA Biology
Loring Ward Manager. Associate Regional DirectorLoring WardApril 2014 - Present
Loring Ward September 2006 - March 2014
Schwab Institutional January 1991 - January 2002
Charles Schwab & Co., Inc July 1985 - December 1990
Skills
Series 7, Investment Advisory, Asset Allocation, Wealth Management, Series 63, Mutual Funds, Asset Managment, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Series 65
Education
University of California, Santa Cruz 2010 — 2012
Personal Financial Planning
Humboldt State University 1972 — 1978
BA Biology
Rakesh Modi's Charles Schwab & Co., Inc. Experience January 2000 - January 2004
Job President at Club OMG!
Industry Wine and Spirits
Experience
Club OMG! June 2012 - Present
Natixis Global December 2004 - April 2012
CHARLES SCHWAB & CO., INC January 2000 - January 2004
Skills
Analysis, Management, Financial Services, Investments
Education
Armstrong University
MBA
Bombay University
Bachelor of Commerce
Club OMG! June 2012 - Present
Natixis Global December 2004 - April 2012
CHARLES SCHWAB & CO., INC January 2000 - January 2004
Skills
Analysis, Management, Financial Services, Investments
Education
Armstrong University
MBA
Bombay University
Bachelor of Commerce
Stuart Churchill's Charles Schwab & Co., Inc. Experience April 1997 - April 2009
Job Director at Charles Schwab
Industry Financial Services
Experience
none of the above April 2009 - Present
Charles Schwab & Co., Inc. April 1997 - April 2009
C G Computer Services May 1990 - April 1997
Education
University of Michigan
BS, Zoology
none of the above April 2009 - Present
Charles Schwab & Co., Inc. April 1997 - April 2009
C G Computer Services May 1990 - April 1997
Education
University of Michigan
BS, Zoology
Don Claus's Charles Schwab & Co., Inc. Experience December 1995 - August 2009
Job Financial Consultant, VP at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Mt. Rushmore Securities, LLC January 2010 - December 2011
Charles Schwab & Co., Inc. December 1995 - August 2009
Education
University of Missouri-Columbia
University of Missouri-Columbia
University of Missouri-Saint Louis
Communications
Charles Schwab March 2012 - Present
Mt. Rushmore Securities, LLC January 2010 - December 2011
Charles Schwab & Co., Inc. December 1995 - August 2009
Education
University of Missouri-Columbia
University of Missouri-Columbia
University of Missouri-Saint Louis
Communications
Mike Seals's Charles Schwab & Co., Inc. Experience January 2000 - January 2003
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA October 2011 - Present
BBVA Compass Bank August 2007 - September 2011
J.P. Morgan Chase February 2006 - August 2007
J.P.Morgan Chase January 2005 - February 2006
Charles Schwab & Company, Inc January 1991 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2003
Charles Schwab & Co., Inc January 1999 - January 2000
Charles Schwab & Co., Inc January 1998 - January 1999
Charles Schwab & Co., Inc January 1994 - January 1998
Charles Schwab & Co., Inc January 1991 - January 1994
Skills
Investments, Banking
Education
Brandeis University
University of Missouri
USAA October 2011 - Present
BBVA Compass Bank August 2007 - September 2011
J.P. Morgan Chase February 2006 - August 2007
J.P.Morgan Chase January 2005 - February 2006
Charles Schwab & Company, Inc January 1991 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2003
Charles Schwab & Co., Inc January 1999 - January 2000
Charles Schwab & Co., Inc January 1998 - January 1999
Charles Schwab & Co., Inc January 1994 - January 1998
Charles Schwab & Co., Inc January 1991 - January 1994
Skills
Investments, Banking
Education
Brandeis University
University of Missouri
Freddy Cervantes's Charles Schwab & Co., Inc. Experience August 2009 - April 2010
Job IT Support Professional
Industry Information Technology and Services
Experience
General Motors September 2013 - Present
Brown and Caldwell December 2011 - February 2012
Health Dialog November 2010 - 2011
Pinnacle Education May 2010 - November 2010
Charles Schwab & Co., Inc August 2009 - April 2010
Alphatec Spine, Inc September 2007 - August 2009
Confidential Records Management, Inc December 2006 - May 2007
Alpha Omega Publications February 2004 - May 2006
Skills
Active Directory, Desktop Support, Microsoft Operating..., Desktop Hardware, Help Desk Management, Desktop Computers, Windows Server, Technical Support, Help Desk Support, XP, Hardware, Antivirus, Operating Systems, Troubleshooting, Servers, Computer Hardware, Data Center, Software Documentation, Windows XP
Education
Collins College 2002 — 2003
Associate of Occupational Studies Degree, Personal Computer/Network Technology
General Motors September 2013 - Present
Brown and Caldwell December 2011 - February 2012
Health Dialog November 2010 - 2011
Pinnacle Education May 2010 - November 2010
Charles Schwab & Co., Inc August 2009 - April 2010
Alphatec Spine, Inc September 2007 - August 2009
Confidential Records Management, Inc December 2006 - May 2007
Alpha Omega Publications February 2004 - May 2006
Skills
Active Directory, Desktop Support, Microsoft Operating..., Desktop Hardware, Help Desk Management, Desktop Computers, Windows Server, Technical Support, Help Desk Support, XP, Hardware, Antivirus, Operating Systems, Troubleshooting, Servers, Computer Hardware, Data Center, Software Documentation, Windows XP
Education
Collins College 2002 — 2003
Associate of Occupational Studies Degree, Personal Computer/Network Technology
Kimberly Florcosky's Charles Schwab & Co., Inc. Experience January 2002 - January 2004
Job Financial Professional
Industry Financial Services
Experience
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Christine Pao's Charles Schwab & Co., Inc. Experience April 2013 - October 2014
Job Acupressure
Industry Financial Services
Experience
Stay Well Acupressure January 2011 - Present
Charles Schwab & Co., Inc. April 2013 - October 2014
UCSF July 2010 - August 2012
Skills
MS Word, Excel, Outlook, Visio, Reporting, Calendaring/Scheduling, Archival database, Minutes, Personnel Recruiting, Administrative Support, Pain Management, Databases, Healing, Personnel Selection, Administrative..., Therapeutic Massage, Reiki, Relaxation, Wellness, Bodywork, Treatment, Software Documentation
Education
Acupressure Institute 2007 — 2013
850 Hour Program, Tui Na, Cupping, Reflexology, Craniosacral
UC Santa Barbara 1988 — 1991
Bachelor of Arts (BA), Sociology
Stay Well Acupressure January 2011 - Present
Charles Schwab & Co., Inc. April 2013 - October 2014
UCSF July 2010 - August 2012
Skills
MS Word, Excel, Outlook, Visio, Reporting, Calendaring/Scheduling, Archival database, Minutes, Personnel Recruiting, Administrative Support, Pain Management, Databases, Healing, Personnel Selection, Administrative..., Therapeutic Massage, Reiki, Relaxation, Wellness, Bodywork, Treatment, Software Documentation
Education
Acupressure Institute 2007 — 2013
850 Hour Program, Tui Na, Cupping, Reflexology, Craniosacral
UC Santa Barbara 1988 — 1991
Bachelor of Arts (BA), Sociology
Valerie J. Cruz's Charles Schwab & Co., Inc. Experience August 1999 - January 2003
Job Experienced IT support analyst
Industry Information Technology and Services
Experience
Cottonwood Church December 2008 - June 2010
California State University, Fullerton November 2005 - July 2008
Design Science, Inc May 2003 - November 2005
Charles Schwab & Co., Inc August 1999 - January 2003
Skills
Visio, SharePoint, PeopleSoft, Business Process, Process Improvement, MS Project
Education
Cottonwood Leadership College 2008 — 2010
Associate, Biblical Studies
California State University-Fullerton
B.A, Business Administration
Cottonwood Church December 2008 - June 2010
California State University, Fullerton November 2005 - July 2008
Design Science, Inc May 2003 - November 2005
Charles Schwab & Co., Inc August 1999 - January 2003
Skills
Visio, SharePoint, PeopleSoft, Business Process, Process Improvement, MS Project
Education
Cottonwood Leadership College 2008 — 2010
Associate, Biblical Studies
California State University-Fullerton
B.A, Business Administration
Jeffrey A. May's Charles Schwab & Co., Inc. Experience May 2011 - Present
Job Portfolio Consultant at Charles Schwab & Co., Inc.
Industry Banking
Experience
Charles Schwab & Co., Inc. May 2011 - Present
Harris Private Bank November 1996 - March 2011
First Chicago, f.k.a. NBD, f.k.a. Indiana National Bank 1990 - 1996
Indiana National Bank 1988 - 1990
Indiana National Bank 1986 - 1988
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Finance
Charles Schwab & Co., Inc. May 2011 - Present
Harris Private Bank November 1996 - March 2011
First Chicago, f.k.a. NBD, f.k.a. Indiana National Bank 1990 - 1996
Indiana National Bank 1988 - 1990
Indiana National Bank 1986 - 1988
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Finance
Christine Early's Charles Schwab & Co., Inc. Experience May 1999 - March 2000
Job Broker at Real Estate
Industry Real Estate
Experience
JP MORGAN CHASE via NEW YORK STAFFING July 2012 - February 2013
SRP via SUPERIOR STAFFING October 2011 - May 2012
Real Estate April 2007 - April 2009
KELLER WILLIAMS REALTY SONORAN LIVING May 2007 - August 2007
Real Estate October 2002 - April 2007
PMI Mortgage Insurance Co. January 2001 - April 2002
EFOUNDERS, L.L.C March 2000 - January 2001
CHARLES SCHWAB & CO., INC May 1999 - March 2000
THE CIT GROUP/EQUIPMENT FINANCING, INC May 1997 - May 1999
Skills
Selling, Accounts Receivable, Forecasting, Foreclosures, Real Estate, Negotiation, Sales, Accounting, Finance, Buyer Representation, Budgets, REO, Short Sales
Education
Indiana University Bloomington 1992 — 1996
BS, SCHOOL OF BUSINESS - Finance and Accounting
JP MORGAN CHASE via NEW YORK STAFFING July 2012 - February 2013
SRP via SUPERIOR STAFFING October 2011 - May 2012
Real Estate April 2007 - April 2009
KELLER WILLIAMS REALTY SONORAN LIVING May 2007 - August 2007
Real Estate October 2002 - April 2007
PMI Mortgage Insurance Co. January 2001 - April 2002
EFOUNDERS, L.L.C March 2000 - January 2001
CHARLES SCHWAB & CO., INC May 1999 - March 2000
THE CIT GROUP/EQUIPMENT FINANCING, INC May 1997 - May 1999
Skills
Selling, Accounts Receivable, Forecasting, Foreclosures, Real Estate, Negotiation, Sales, Accounting, Finance, Buyer Representation, Budgets, REO, Short Sales
Education
Indiana University Bloomington 1992 — 1996
BS, SCHOOL OF BUSINESS - Finance and Accounting
Christopher Lovely's Charles Schwab & Co., Inc. Experience May 1999 - January 2004
Job Jr. Network Administrator at Urban Lending Solutions
Industry Information Technology and Services
Experience
Urban Lending Solutions November 2011 - Present
Vantage Sourcing, LLC June 2007 - March 2011
Movie Gallery April 2005 - June 2007
Charles Schwab & Co., Inc May 1999 - January 2004
Various retail and restaurant operations June 1993 - May 1999
Skills
Servers, Troubleshooting, Active Directory, Microsoft Exchange, Networking, Software Documentation, SharePoint, Help Desk Support, Hardware, System Administration, Call Centers, Training, Management, Group Policy, Business Development, Brocade Certified...
Education
Troy University Dothan 2004 — 2006
Bachelor's, Computer Information Systems/Networking
Auburn University 1988 — 1992
Bachelor's, International Business/Finance
Urban Lending Solutions November 2011 - Present
Vantage Sourcing, LLC June 2007 - March 2011
Movie Gallery April 2005 - June 2007
Charles Schwab & Co., Inc May 1999 - January 2004
Various retail and restaurant operations June 1993 - May 1999
Skills
Servers, Troubleshooting, Active Directory, Microsoft Exchange, Networking, Software Documentation, SharePoint, Help Desk Support, Hardware, System Administration, Call Centers, Training, Management, Group Policy, Business Development, Brocade Certified...
Education
Troy University Dothan 2004 — 2006
Bachelor's, Computer Information Systems/Networking
Auburn University 1988 — 1992
Bachelor's, International Business/Finance
David Kolley's Charles Schwab & Co., Inc. Experience June 2005 - December 2009
Job Business Consultant Specialist at Nexus Consulting Inc.
Industry Financial Services
Experience
Nexus Consulting Inc. June 2011 - Present
Charles Schwab 2004 - 2010
Charles Schwab & Co., Inc June 2005 - December 2009
Charles Schwab & Co., Inc December 2001 - May 2005
Charles Schwab April 1998 - November 2001
Charles Schwab & Co., Inc April 1998 - November 2001
Charles Schwab May 1993 - March 1998
Charles Schwab & Co., Inc May 1993 - March 1998
Skills
Risk Management, Securities, Financial Services, Fixed Income, Investments, Corporate Actions, Account Reconciliation, Credit
Education
John Carroll University 1985 — 1989
BS, Psychology
Nexus Consulting Inc. June 2011 - Present
Charles Schwab 2004 - 2010
Charles Schwab & Co., Inc June 2005 - December 2009
Charles Schwab & Co., Inc December 2001 - May 2005
Charles Schwab April 1998 - November 2001
Charles Schwab & Co., Inc April 1998 - November 2001
Charles Schwab May 1993 - March 1998
Charles Schwab & Co., Inc May 1993 - March 1998
Skills
Risk Management, Securities, Financial Services, Fixed Income, Investments, Corporate Actions, Account Reconciliation, Credit
Education
John Carroll University 1985 — 1989
BS, Psychology
Denis McGuire's Charles Schwab & Co., Inc. Experience January 1999 - January 2003
Job Compliance Manager at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. January 2013 - Present
Royal Bank of Scotland September 2010 - December 2012
Financial Industry Regulatory Authority August 2005 - August 2010
GE Financial September 2003 - August 2005
Charles Schwab & Co., Inc January 1999 - January 2003
Charles Schwab & Co., Inc April 1997 - January 1999
Skills
Compliance, Securities, Trading, Policy, Microsoft Office, Finance, Analysis, Financial Risk, Training, Portfolio Management, Customer Service, Internal Audit, AML, Series 7, Risk Management, FINRA
Education
Arizona State University
B.S, Business Management
Marsh & McLennan Companies, Inc. January 2013 - Present
Royal Bank of Scotland September 2010 - December 2012
Financial Industry Regulatory Authority August 2005 - August 2010
GE Financial September 2003 - August 2005
Charles Schwab & Co., Inc January 1999 - January 2003
Charles Schwab & Co., Inc April 1997 - January 1999
Skills
Compliance, Securities, Trading, Policy, Microsoft Office, Finance, Analysis, Financial Risk, Training, Portfolio Management, Customer Service, Internal Audit, AML, Series 7, Risk Management, FINRA
Education
Arizona State University
B.S, Business Management
Thomas Clooney's Charles Schwab & Co., Inc. Experience May 2010 - Present
Job Vice President Financial Consultant Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Charles Schwab & Co., Inc. May 2010 - Present
PNC Investments April 2009 - April 2010
Fidelity Investments 1999 - 2009
Education
University of Massachusetts Boston
Finance
Terra Bonnell's Charles Schwab & Co., Inc. Experience July 2000 - November 2001
Job Enforcement Attorney at Oklahoma Department of Securities
Industry Legal Services
Experience
Oklahoma Department of Securities October 2005 - Present
University of Phoenix October 2007 - October 2009
Oklahoma Department of Securities June 2004 - September 2005
AmeriTrust Corporation January 2002 - August 2002
Charles Schwab & Co., Inc. July 2000 - November 2001
Skills
Courts, Litigation, Legal Research, Criminal Law, Appeals, Securities Regulation, Civil Litigation, Legal Writing, Commercial Litigation
Education
University of Oklahoma College of Law 2002 — 2005
Doctor of Law (J.D.), with distinction
Westminster College (MO) 1996 — 2000
Bachelor of Arts (B.A.), summa cum laude, Business Administration
Oklahoma Department of Securities October 2005 - Present
University of Phoenix October 2007 - October 2009
Oklahoma Department of Securities June 2004 - September 2005
AmeriTrust Corporation January 2002 - August 2002
Charles Schwab & Co., Inc. July 2000 - November 2001
Skills
Courts, Litigation, Legal Research, Criminal Law, Appeals, Securities Regulation, Civil Litigation, Legal Writing, Commercial Litigation
Education
University of Oklahoma College of Law 2002 — 2005
Doctor of Law (J.D.), with distinction
Westminster College (MO) 1996 — 2000
Bachelor of Arts (B.A.), summa cum laude, Business Administration
Mark Panzo's Charles Schwab & Co., Inc. Experience April 2015 - Present
Job Sr. Specialist Defined Benefit Operations at Charles Schwab & Co., Inc.
Industry Human Resources
Experience
Charles Schwab & Co., Inc. April 2015 - Present
MSA - The Safety Company June 2014 - April 2015
System One Services January 2014 - June 2014
ANH Refractories Company August 2000 - April 2013
Ransdtad, Inc June 1995 - July 2000
Skills
Defined Benefit, Employee Benefits, Deferred Compensation, Human Resources, Profit Sharing, Retirement, ERISA, Customer Service, Microsoft Excel, Forecasting, Financial Analysis, Training, Analytic Problem Solving, Microsoft Word, Outlook, Strategic Planning, Process Improvement, Microsoft Office, Data Analysis, Work Ethic, Team Mentoring, Close Attention to..., Highly Organized &..., Retirement Benefits, Possess strong..., Excellent..., Pensions, Defined Contribution, SAP, SAP Netweaver, Management
Education
University of Pittsburgh
Charles Schwab & Co., Inc. April 2015 - Present
MSA - The Safety Company June 2014 - April 2015
System One Services January 2014 - June 2014
ANH Refractories Company August 2000 - April 2013
Ransdtad, Inc June 1995 - July 2000
Skills
Defined Benefit, Employee Benefits, Deferred Compensation, Human Resources, Profit Sharing, Retirement, ERISA, Customer Service, Microsoft Excel, Forecasting, Financial Analysis, Training, Analytic Problem Solving, Microsoft Word, Outlook, Strategic Planning, Process Improvement, Microsoft Office, Data Analysis, Work Ethic, Team Mentoring, Close Attention to..., Highly Organized &..., Retirement Benefits, Possess strong..., Excellent..., Pensions, Defined Contribution, SAP, SAP Netweaver, Management
Education
University of Pittsburgh
Juliette (Brims) Adams's Charles Schwab & Co., Inc. Experience September 2008 - May 2015
Job Director, SEC Reporting at LendingClub
Industry Financial Services
Experience
Lending Club May 2015 - Present
Charles Schwab & Co., Inc. September 2008 - May 2015
PricewaterhouseCoopers September 2003 - September 2008
Skills
Financial Reporting, SEC Filings, Accounting, Financial Accounting, Financial Analysis, Auditing, CPA
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics with an Accounting emphasis
Lending Club May 2015 - Present
Charles Schwab & Co., Inc. September 2008 - May 2015
PricewaterhouseCoopers September 2003 - September 2008
Skills
Financial Reporting, SEC Filings, Accounting, Financial Accounting, Financial Analysis, Auditing, CPA
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's Degree, Business Economics with an Accounting emphasis
Marianne Donovan's Charles Schwab & Co., Inc. Experience December 2007 - Present
Job
Industry
Experience
Charles Schwab & Co., Inc. December 2007 - Present
Education
University of Hartford 2002 — 2007
Bachelor's Degree, University Studies/Art History & Pre-20th Century Literature
Charles Schwab & Co., Inc. December 2007 - Present
Education
University of Hartford 2002 — 2007
Bachelor's Degree, University Studies/Art History & Pre-20th Century Literature
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY