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
Ethel J. Davis Ethel J. Davis's Charles Schwab & Co., Inc. Experience May 1995 - May 2004
Job CEO & Portfolio Manager at VZD Capital Management LLC
Industry Investment Management
Experience
VZD Capital Management LLC December 2012 - Present
Paragon Capital Management May 2004 - August 2012
Charles Schwab & Co., Inc May 1995 - May 2004
American Century Investments October 1988 - May 1994
Skills
Investments, Investment Advisory, Public Speaking, Estate Planning, Wealth Management, Portfolio Management, Investment Management, Management, Finance, Financial Services, Small Business, Entrepreneurship, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Customer Service, Strategic Planning, Strategic Financial..., Alternative Investments, Financial Analysis, Networking, Risk Management, Valuation, Time Management, Marketing, Business Planning, Investment Strategies, Retail, Analysis, Real Estate, Philanthropy, Asset Managment, Wealth Accumulation..., Wealth Management..., Customized Investment..., Financial Planning
Education
Allen County Community College 1983 — 1985
A.A, Journalism
The University of Kansas 1981 — 1983
AA, Journalism
Iola High School 1978 — 1981
Diploma, General Studies
VZD Capital Management LLC December 2012 - Present
Paragon Capital Management May 2004 - August 2012
Charles Schwab & Co., Inc May 1995 - May 2004
American Century Investments October 1988 - May 1994
Skills
Investments, Investment Advisory, Public Speaking, Estate Planning, Wealth Management, Portfolio Management, Investment Management, Management, Finance, Financial Services, Small Business, Entrepreneurship, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Customer Service, Strategic Planning, Strategic Financial..., Alternative Investments, Financial Analysis, Networking, Risk Management, Valuation, Time Management, Marketing, Business Planning, Investment Strategies, Retail, Analysis, Real Estate, Philanthropy, Asset Managment, Wealth Accumulation..., Wealth Management..., Customized Investment..., Financial Planning
Education
Allen County Community College 1983 — 1985
A.A, Journalism
The University of Kansas 1981 — 1983
AA, Journalism
Iola High School 1978 — 1981
Diploma, General Studies
Erin Blum's Charles Schwab & Co., Inc. Experience January 1997 - January 2004
Job Global Operations Optum
Industry Hospital & Health Care
Experience
Optum April 2014 - Present
UnitedHealthcare May 2006 - March 2014
Piper Jaffray – January 2005 - January 2006
Robert W. Baird & Co January 2004 - January 2005
Charles Schwab & Co., Inc January 1997 - January 2004
International Assets Advisory Corporation January 1993 - January 1997
Merrill Lynch & Co., Inc January 1992 - January 1993
Skills
Management, Change Management, Project Management, Key Account Management, Operations Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Matrix Management, Capacity Planning, Workforce Planning, Workforce Management, Workforce Development, Financial Analysis, Strategic Financial..., Healthcare, Healthcare Management, healthcare operations, Medicare/Medicaid..., Health Insurance, Stock Market, Stockbroking, Performance Management, Performance Improvement, Key Performance..., Performance Appraisal, Operating Budgets, Small Business, Business Planning, Sales, Global Sourcing, Outsourcing
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Optum April 2014 - Present
UnitedHealthcare May 2006 - March 2014
Piper Jaffray – January 2005 - January 2006
Robert W. Baird & Co January 2004 - January 2005
Charles Schwab & Co., Inc January 1997 - January 2004
International Assets Advisory Corporation January 1993 - January 1997
Merrill Lynch & Co., Inc January 1992 - January 1993
Skills
Management, Change Management, Project Management, Key Account Management, Operations Management, Leadership, Team Leadership, Leadership Development, Cross-functional Team..., Strategic Leadership, Matrix Management, Capacity Planning, Workforce Planning, Workforce Management, Workforce Development, Financial Analysis, Strategic Financial..., Healthcare, Healthcare Management, healthcare operations, Medicare/Medicaid..., Health Insurance, Stock Market, Stockbroking, Performance Management, Performance Improvement, Key Performance..., Performance Appraisal, Operating Budgets, Small Business, Business Planning, Sales, Global Sourcing, Outsourcing
Education
University of Florida 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Brian Ference's Charles Schwab & Co., Inc. Experience September 2000 - January 2006
Job MBA, SMC / CSM Project Management & Senior IT Systems Analyst
Industry Information Technology and Services
Experience
Salt River Project - SRP June 2010 - Present
Web Site AZ Network January 1999 - Present
Medical Information Resources Co. December 2009 - May 2010
Arizona Game and Fish Department May 2006 - December 2009
Mission E Commerce, LLC March 2003 - April 2006
Charles Schwab & Co., Inc September 2000 - January 2006
SERPS January 1999 - February 2000
Skills
Project Management, Web Analytics, Web Design, SEO, Social Media Marketing, SharePoint, Blogging, Social Media, Content Management, Web Development, Website Development, Management, CMS, Photoshop, HTML, E-commerce, PPC, CSS, Online Marketing, Program Management, Training, Graphic Design, Marketing, User Experience, Email Marketing, Newsletters, Digital Marketing, SEM, Business Development, SharePoint Designer, Logo Design, Search Engine..., Online Advertising, Online Communities, Online Publishing, Online PR, Online Video, Online Branding, Organic Search, Search Advertising, Enterprise Search, Dreamweaver, Web, Web 2.0, Adobe Creative Suite, Cascade, Certified Scrum Master..., Scrum, Agile Project Management, Agile Coach
Education
University of Phoenix 2011 — 2012
MBA, Masters of Business Administration
University of Phoenix 2003 — 2005
Bachelors of Science, Information Technology
Salt River Project - SRP June 2010 - Present
Web Site AZ Network January 1999 - Present
Medical Information Resources Co. December 2009 - May 2010
Arizona Game and Fish Department May 2006 - December 2009
Mission E Commerce, LLC March 2003 - April 2006
Charles Schwab & Co., Inc September 2000 - January 2006
SERPS January 1999 - February 2000
Skills
Project Management, Web Analytics, Web Design, SEO, Social Media Marketing, SharePoint, Blogging, Social Media, Content Management, Web Development, Website Development, Management, CMS, Photoshop, HTML, E-commerce, PPC, CSS, Online Marketing, Program Management, Training, Graphic Design, Marketing, User Experience, Email Marketing, Newsletters, Digital Marketing, SEM, Business Development, SharePoint Designer, Logo Design, Search Engine..., Online Advertising, Online Communities, Online Publishing, Online PR, Online Video, Online Branding, Organic Search, Search Advertising, Enterprise Search, Dreamweaver, Web, Web 2.0, Adobe Creative Suite, Cascade, Certified Scrum Master..., Scrum, Agile Project Management, Agile Coach
Education
University of Phoenix 2011 — 2012
MBA, Masters of Business Administration
University of Phoenix 2003 — 2005
Bachelors of Science, Information Technology
Zishan Xu Zishan Xu's Charles Schwab & Co., Inc. Experience May 2009 - August 2009
Job Business Development
Industry Semiconductors
Experience
XP Power October 2010 - Present
Sierra Circuits Inc. December 2009 - October 2010
United Way of the Bay Area October 2009 - January 2010
Charles Schwab & Co. Inc May 2009 - August 2009
Industrial and Commercial Bank of China May 2005 - October 2006
Skills
Salesforce.com, Project Management, Market Research, Negotiation, Budgets, Nonprofits, Account Management, Product Marketing, Marketing, Outlook, Sales, New Business Development, Accounting, Microsoft Excel, Business Development, Business Strategy, Product Development, Program Management, QuickBooks, Product Management
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Accounting
XP Power October 2010 - Present
Sierra Circuits Inc. December 2009 - October 2010
United Way of the Bay Area October 2009 - January 2010
Charles Schwab & Co. Inc May 2009 - August 2009
Industrial and Commercial Bank of China May 2005 - October 2006
Skills
Salesforce.com, Project Management, Market Research, Negotiation, Budgets, Nonprofits, Account Management, Product Marketing, Marketing, Outlook, Sales, New Business Development, Accounting, Microsoft Excel, Business Development, Business Strategy, Product Development, Program Management, QuickBooks, Product Management
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Accounting
Ron Teagarden Ron Teagarden's Charles Schwab & Co., Inc. Experience August 1998 - August 2005
Job COO at Valor IT
Industry Information Technology and Services
Experience
Valor Global April 2013 - Present
ValorIT March 2012 - April 2013
Forensics Consulting Solutions July 2011 - March 2012
Forensics Consulting Solutions November 2010 - July 2011
Forensics Consulting Solutions, LLC November 2007 - November 2010
Kahala Corporation August 2005 - November 2007
Charles Schwab & Co., Inc August 1998 - August 2005
Skills
Change Management, Storage Management, Capacity Planning, Active Directory, Compliance, ITIL Process, Datacenter..., Service Delivery..., Leadership, Microsoft Exchange, Management, Project Management, Team Building, Security, VMware, Process Improvement, Virtualization, Servers, VMware ESX, Networking, Information Technology, Vendor Management, Cloud Computing, System Administration, IT Management, SharePoint, ITIL, Infrastructure, Enterprise Software, Cisco VoIP, ConnectWise, Operations Management, IT Service Management, Service Delivery, Entrepreneurship, Software Documentation, Network Security, IT Strategy, Managed Services, Business Analysis, Team Leadership, Microsoft Technologies, Business Intelligence, DNS, Disaster Recovery, SaaS, Windows Server, Integration, Data Center, Strategic Planning
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Business
University of California, San Diego 1997 — 1999
Certificate, Computer Science
San Diego State University-California State University 1989 — 1995
Business, Marketing
Valor Global April 2013 - Present
ValorIT March 2012 - April 2013
Forensics Consulting Solutions July 2011 - March 2012
Forensics Consulting Solutions November 2010 - July 2011
Forensics Consulting Solutions, LLC November 2007 - November 2010
Kahala Corporation August 2005 - November 2007
Charles Schwab & Co., Inc August 1998 - August 2005
Skills
Change Management, Storage Management, Capacity Planning, Active Directory, Compliance, ITIL Process, Datacenter..., Service Delivery..., Leadership, Microsoft Exchange, Management, Project Management, Team Building, Security, VMware, Process Improvement, Virtualization, Servers, VMware ESX, Networking, Information Technology, Vendor Management, Cloud Computing, System Administration, IT Management, SharePoint, ITIL, Infrastructure, Enterprise Software, Cisco VoIP, ConnectWise, Operations Management, IT Service Management, Service Delivery, Entrepreneurship, Software Documentation, Network Security, IT Strategy, Managed Services, Business Analysis, Team Leadership, Microsoft Technologies, Business Intelligence, DNS, Disaster Recovery, SaaS, Windows Server, Integration, Data Center, Strategic Planning
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Business
University of California, San Diego 1997 — 1999
Certificate, Computer Science
San Diego State University-California State University 1989 — 1995
Business, Marketing
Irenawati Soemartono Irenawati Soemartono's Charles Schwab & Co., Inc. Experience June 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab & Co. Inc. June 2010 - Present
CHARLES SCHWAB & CO. INC September 2004 - December 2008
CHARLES SCHWAB & CO. INC June 2003 - August 2004
CHARLES SCHWAB & CO. INC April 1999 - December 2002
Education
Golden Gate University 1997 — 1999
Master of Science, Marketing
University of San Francisco 1994 — 1997
Business of Administration, Finance
Charles Schwab & Co. Inc. June 2010 - Present
CHARLES SCHWAB & CO. INC September 2004 - December 2008
CHARLES SCHWAB & CO. INC June 2003 - August 2004
CHARLES SCHWAB & CO. INC April 1999 - December 2002
Education
Golden Gate University 1997 — 1999
Master of Science, Marketing
University of San Francisco 1994 — 1997
Business of Administration, Finance
Keith Stiefvater Keith Stiefvater's Charles Schwab & Co., Inc. Experience February 1998 - February 2004
Job Regional Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments May 2004 - July 2008
Charles Schwab & Co. Inc February 1998 - February 2004
Skills
Series 63, Retirement Planning, Series 7, Investments, Strategic Financial..., Retirement, Investment Strategies, 401k, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Asset Allocation, Series 65, Alternative Investments, Finance, Securities, Wealth Management
Education
University of Central Missouri 1985 — 1989
BSBA, Management
Vianney High School 1980 — 1984
Diploma, College Prep
Fidelity Investments June 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments May 2004 - July 2008
Charles Schwab & Co. Inc February 1998 - February 2004
Skills
Series 63, Retirement Planning, Series 7, Investments, Strategic Financial..., Retirement, Investment Strategies, 401k, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Mutual Funds, Asset Allocation, Series 65, Alternative Investments, Finance, Securities, Wealth Management
Education
University of Central Missouri 1985 — 1989
BSBA, Management
Vianney High School 1980 — 1984
Diploma, College Prep
Hing Quan Hing Quan's Charles Schwab & Co., Inc. Experience July 2000 - June 2002
Job Investment
Industry Investment Management
Experience
U.S.G.I. 2003 - December 2013
U.S.G.I. October 2003 - 2013
Internal Revenue Service2003 January 2003 - September 2003
Charles Schwab & Co., Inc July 2000 - June 2002
Prudential Financial Services January 1999 - January 2000
Education
University of Houston
B.S
U.S.G.I. 2003 - December 2013
U.S.G.I. October 2003 - 2013
Internal Revenue Service2003 January 2003 - September 2003
Charles Schwab & Co., Inc July 2000 - June 2002
Prudential Financial Services January 1999 - January 2000
Education
University of Houston
B.S
Spiva, Steve Spiva, Steve's Charles Schwab & Co., Inc. Experience 2000 - 2005
Job President and Founder at Diablo Technology Solutions
Industry Information Technology and Services
Experience
Incapture Technologies 2013 - 2014
BlackRock 2006 - 2013
Kaiser Permanente 2005 - 2006
Charles Schwab & Co. Inc 2000 - 2005
Pacific Bell 1998 - 2000
Skills
Integration, Vendor Management, Enterprise Architecture, SOA, Enterprise Software, Software Development, Management, IT Strategy, SDLC, Project Management, Oracle, Process Improvement, IT Management, Software Project..., Business Analysis, Microsoft SQL Server, Disaster Recovery, Program Management, Middleware, Team Management, Project Portfolio..., Websphere, Business Process Design, ITIL, JBoss Application Server, Financial Services, Windows, Contract Negotiation, ESB, Linux, Business Continuity, Quality Assurance, Technology Architecture, Change Management, Cross Functional Team..., Business Relationship..., Staff Development, Finance, Operations Management, IT Infrastructure Design, Production Support, Technology Integration, Supplier Quality..., Process Management, Incident Management, MS SQL Data Base, Visual Studio, IIS, JavaScript, HTML
Education
American River College 1973 — 1974
Coursework, Marketing
Incapture Technologies 2013 - 2014
BlackRock 2006 - 2013
Kaiser Permanente 2005 - 2006
Charles Schwab & Co. Inc 2000 - 2005
Pacific Bell 1998 - 2000
Skills
Integration, Vendor Management, Enterprise Architecture, SOA, Enterprise Software, Software Development, Management, IT Strategy, SDLC, Project Management, Oracle, Process Improvement, IT Management, Software Project..., Business Analysis, Microsoft SQL Server, Disaster Recovery, Program Management, Middleware, Team Management, Project Portfolio..., Websphere, Business Process Design, ITIL, JBoss Application Server, Financial Services, Windows, Contract Negotiation, ESB, Linux, Business Continuity, Quality Assurance, Technology Architecture, Change Management, Cross Functional Team..., Business Relationship..., Staff Development, Finance, Operations Management, IT Infrastructure Design, Production Support, Technology Integration, Supplier Quality..., Process Management, Incident Management, MS SQL Data Base, Visual Studio, IIS, JavaScript, HTML
Education
American River College 1973 — 1974
Coursework, Marketing
Janet Jozefak Janet Jozefak's Charles Schwab & Co., Inc. Experience March 1997 - January 1999
Job Demand Generation at Pure Storage
Industry Computer Software
Experience
Pure Storage February 2015 - Present
Tidemark, Inc. August 2013 - January 2015
NetBase Solutions, Inc. February 2013 - July 2013
Marketo November 2010 - January 2013
Mark Logic January 2010 - November 2010
Aspect Software December 2005 - August 2009
Preston Gates & Ellis LLP September 2003 - April 2004
Electric Power Research Institute (EPRI) August 2002 - August 2003
PeopleSoft July 2000 - November 2001
Charles Schwab & Co. Inc March 1997 - January 1999
Skills
Marketing Automation, Revenue Management, Online Lead Generation, Email Marketing, Marketing Strategy, Social Media Marketing, Customer Insight, Customer Engagement, Demand Generation, Marketo, Salesforce.com, Business Impact Analysis, Analytics, Product Marketing, CRM, B2B Marketing, Revenue Analysis, Enterprise Software, SaaS, B2B, Multi-channel Marketing, Cross-functional Team..., Marketing Management, Go-to-market Strategy, Strategy, Lead Management, Start-ups, Digital Marketing, Professional Services, Strategic Partnerships, Lead Generation, Business Strategy, Marketing, Customer Acquisition
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Marketing, Competitive Intelligence
Pure Storage February 2015 - Present
Tidemark, Inc. August 2013 - January 2015
NetBase Solutions, Inc. February 2013 - July 2013
Marketo November 2010 - January 2013
Mark Logic January 2010 - November 2010
Aspect Software December 2005 - August 2009
Preston Gates & Ellis LLP September 2003 - April 2004
Electric Power Research Institute (EPRI) August 2002 - August 2003
PeopleSoft July 2000 - November 2001
Charles Schwab & Co. Inc March 1997 - January 1999
Skills
Marketing Automation, Revenue Management, Online Lead Generation, Email Marketing, Marketing Strategy, Social Media Marketing, Customer Insight, Customer Engagement, Demand Generation, Marketo, Salesforce.com, Business Impact Analysis, Analytics, Product Marketing, CRM, B2B Marketing, Revenue Analysis, Enterprise Software, SaaS, B2B, Multi-channel Marketing, Cross-functional Team..., Marketing Management, Go-to-market Strategy, Strategy, Lead Management, Start-ups, Digital Marketing, Professional Services, Strategic Partnerships, Lead Generation, Business Strategy, Marketing, Customer Acquisition
Education
Thunderbird School of Global Management 1999 — 2001
MBA, Marketing, Competitive Intelligence
Paul Adelson, CFP®, CLU, MBA Paul Adelson, CFP®, CLU, MBA's Charles Schwab & Co., Inc. Experience January 2001 - November 2001
Job National Account VP at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
John Hancock Financial Services February 2015 - Present
Ash Brokerage Corporation January 2011 - January 2015
BBVA Compass Investment Solutions March 2009 - January 2011
Nationwide Financial October 2007 - March 2009
AIG December 2004 - October 2007
Jackson National Life November 2001 - December 2004
Charles Schwab & Co., Inc January 2001 - November 2001
Rotational Development Program June 2000 - December 2000
Charles Schwab October 1999 - June 2000
Charles Schwab April 1998 - October 1999
Skills
Mutual Funds, Insurance, Wealth Management, Series 7, Series 63, Retirement Planning, Retirement, Investments, Underwriting, Long-term Care, Fixed Annuities, Term Life Insurance, Whole Life, Series 24, Securities, Variable Annuities, Alternative Investments, Life Insurance, Annuities, Estate Planning, Wholesaling, Long Term Care, Wealth Transfer, Annuity, New Business Development, Disability Insurance, Financial Reporting, Public Speaking, Sales Presentations, Territory Account..., Building Relationships, Financial Advisory, Series 6, Financial Services, Financial Planners, Employee Benefits, Long Term Care Insurance, Wealth, Wholesale, Financial Planning
Education
University of California, Santa Barbara
BA Cultural, Anthropology
University of Colorado Denver
Master of Business Administration (MBA), Finance and Financial Management Services
University of Pennsylvania - The Wharton School
Aresty Institute of Executive Education, IMCA Certified Investment Management Analyst Program
Jean Miller Truelson's Charles Schwab & Co., Inc. Experience May 2000 - November 2002
Job CoFounder & CEO at Dogpatch Technology
Industry International Trade and Development
Experience
Dogpatch Technology February 2011 - Present
private practice February 2009 - Present
Linden Lab December 2007 - February 2009
Linden Lab August 2006 - December 2007
USC Annenberg's Center on Public Diplomacy 2005 - 2006
LucasArts, LucasFilm November 2002 - November 2003
Charles Schwab & Co. Inc May 2000 - November 2002
Skills
Analytics, Research, Strategy, Strategic Planning, Relationship Management, Product Management, Statistics, Business Development, Digital Strategy, Budgets, Microsoft Office, Data Analysis, Python, Monetization, Leadership, Social Networking, Digital Marketing, Entrepreneurship, Start-ups, E-commerce, Management, Marketing, Public Relations, Business Strategy, Marketing Communications, Marketing Strategy
Education
Georgetown University, Washington, District of Columbia
Bachelor of Science
The London School of Economics and Political Science (LSE)
MSc
University of Southern California
MA Global Communications
Dogpatch Technology February 2011 - Present
private practice February 2009 - Present
Linden Lab December 2007 - February 2009
Linden Lab August 2006 - December 2007
USC Annenberg's Center on Public Diplomacy 2005 - 2006
LucasArts, LucasFilm November 2002 - November 2003
Charles Schwab & Co. Inc May 2000 - November 2002
Skills
Analytics, Research, Strategy, Strategic Planning, Relationship Management, Product Management, Statistics, Business Development, Digital Strategy, Budgets, Microsoft Office, Data Analysis, Python, Monetization, Leadership, Social Networking, Digital Marketing, Entrepreneurship, Start-ups, E-commerce, Management, Marketing, Public Relations, Business Strategy, Marketing Communications, Marketing Strategy
Education
Georgetown University, Washington, District of Columbia
Bachelor of Science
The London School of Economics and Political Science (LSE)
MSc
University of Southern California
MA Global Communications
Khiem Truong - AAMS, Series 7, 63 and 65's Charles Schwab & Co., Inc. Experience January 2006 - January 2011
Job Assistant Vice President / Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Merrill Edge February 2013 - Present
American Century Investments July 2011 - September 2012
Charles Schwab August 1998 - March 2011
CHARLES SCHWAB & CO., INC January 2006 - January 2011
CHARLES SCHWAB & CO., INC January 2001 - January 2006
Skills
Series 7, Asset Allocation, Mutual Funds, Series 63, Investments, Retirement Planning, Investment Strategies, Series 65
Education
University of Colorado Denver
Bachelor of Arts (BA), Finance and Marketing
Mark Lovell Anderson's Charles Schwab & Co., Inc. Experience October 2006 - October 2008
Job Solutions Consultant Account Manager TTI Success Insights (DISC)
Industry Management Consulting
Experience
TTI Success Insights June 2015 - September 2015
JPMorgan Chase September 2012 - September 2014
Charles Schwab & Co. Inc. October 2006 - October 2008
Charles Schwab & Co, Inc. January 2005 - October 2006
Charles Schwab November 1999 - December 2004
DHL May 1997 - November 1999
Skills
People Management, Change Management, Process Improvement, Team Leadership, Team Motivator, Labor Relations, Employee Relations, recruiting, Training & Development, Performance Management, qa/testing, Employee Engagement, client relations, Negotiation, branding, Public Relations, Risk Mitigation, threat assessment &..., Leadership, Recruiting, Coaching, Call Centers, Management, Human Resources, Risk Management, Team Building, Sales, Training, Strategy
Education
The George Washington University 1991 — 1994
Bachelor's Degree, French Literature
The Lawrenceville School 1985 — 1989
TTI Success Insights June 2015 - September 2015
JPMorgan Chase September 2012 - September 2014
Charles Schwab & Co. Inc. October 2006 - October 2008
Charles Schwab & Co, Inc. January 2005 - October 2006
Charles Schwab November 1999 - December 2004
DHL May 1997 - November 1999
Skills
People Management, Change Management, Process Improvement, Team Leadership, Team Motivator, Labor Relations, Employee Relations, recruiting, Training & Development, Performance Management, qa/testing, Employee Engagement, client relations, Negotiation, branding, Public Relations, Risk Mitigation, threat assessment &..., Leadership, Recruiting, Coaching, Call Centers, Management, Human Resources, Risk Management, Team Building, Sales, Training, Strategy
Education
The George Washington University 1991 — 1994
Bachelor's Degree, French Literature
The Lawrenceville School 1985 — 1989
Steve Peter Steve Peter's Charles Schwab & Co., Inc. Experience October 2006 - October 2009
Job Virtual Experience Manager at Arizona Capitol Museum
Industry International Affairs
Experience
Arizona Capitol Museum May 2013 - Present
Leisure Class Entertainment December 1989 - Present
Ishtar Productions 1988 - 2011
GoDaddy.com March 2010 - October 2010
Charles Schwab & Co. Inc October 2006 - October 2009
Citi Habitats January 2004 - August 2006
Citi Habitats January 2004 - August 2006
Major League Baseball Advanced Media March 2003 - November 2003
Town Sports International January 2003 - March 2003
Town Sports International August 2002 - January 2003
Skills
DJ, Sales, Management, Sales Management, Social Media Marketing, Social Media, Online Advertising, Event Planning, Event Management, Marketing, Marketing Strategy, Social Networking, Negotiation, Facebook, Customer Service, Public Speaking, Strategic Planning, Real Estate, Project Management, Networking, Fundraising, Music Production, Marketing Communications, Video Production, Advertising, Editing, Creative Direction, Entrepreneurship, Online Marketing, Photoshop, Public Relations, Music, Blogging, Entertainment, Radio, Email Marketing, Copywriting, SEO, Digital Media, Small Business, Photography, Digital Marketing, Video, Creative Writing, Broadcast, Brand Development, Press Releases, New Media, Web Design
Education
New York State Real Estate 2003 — 2003
Real Estate, Real Estate
LIU Brooklyn 2001 — 2002
media arts, music, photography, media arts
Long Island University, Brooklyn 1999 — 2001
Bachelor of Arts, Media Arts; Communication
Manhattan School of Proofreading 1999 — 1999
Proofreading, Proofreading
Arizona Capitol Museum May 2013 - Present
Leisure Class Entertainment December 1989 - Present
Ishtar Productions 1988 - 2011
GoDaddy.com March 2010 - October 2010
Charles Schwab & Co. Inc October 2006 - October 2009
Citi Habitats January 2004 - August 2006
Citi Habitats January 2004 - August 2006
Major League Baseball Advanced Media March 2003 - November 2003
Town Sports International January 2003 - March 2003
Town Sports International August 2002 - January 2003
Skills
DJ, Sales, Management, Sales Management, Social Media Marketing, Social Media, Online Advertising, Event Planning, Event Management, Marketing, Marketing Strategy, Social Networking, Negotiation, Facebook, Customer Service, Public Speaking, Strategic Planning, Real Estate, Project Management, Networking, Fundraising, Music Production, Marketing Communications, Video Production, Advertising, Editing, Creative Direction, Entrepreneurship, Online Marketing, Photoshop, Public Relations, Music, Blogging, Entertainment, Radio, Email Marketing, Copywriting, SEO, Digital Media, Small Business, Photography, Digital Marketing, Video, Creative Writing, Broadcast, Brand Development, Press Releases, New Media, Web Design
Education
New York State Real Estate 2003 — 2003
Real Estate, Real Estate
LIU Brooklyn 2001 — 2002
media arts, music, photography, media arts
Long Island University, Brooklyn 1999 — 2001
Bachelor of Arts, Media Arts; Communication
Manhattan School of Proofreading 1999 — 1999
Proofreading, Proofreading
Simeon Nevel Simeon Nevel's Charles Schwab & Co., Inc. Experience October 1988 - April 2001
Job Experienced Mainframe Programmer/Analyst COBOL/JCL/CICS/DB2 Legacy Systems Business Analyst
Industry Information Technology and Services
Experience
CVS Caremark Corporation November 2008 - March 2009
Edward Jones July 2007 - November 2008
Early Warning Services, LLC September 2002 - May 2007
Charles Schwab & Co. Inc October 1988 - April 2001
Skills
Information Technology, Project Management, Analysis, System Administration, Spring, Fileaid, CICS, Mainframe, TSO, VSAM, MVS, COBOL, Business Analysis
Education
California State University-East Bay
Computer Science
Paradise Valley Community College
Santa Rosa Junior College
Stockton University
Marine Biology
CVS Caremark Corporation November 2008 - March 2009
Edward Jones July 2007 - November 2008
Early Warning Services, LLC September 2002 - May 2007
Charles Schwab & Co. Inc October 1988 - April 2001
Skills
Information Technology, Project Management, Analysis, System Administration, Spring, Fileaid, CICS, Mainframe, TSO, VSAM, MVS, COBOL, Business Analysis
Education
California State University-East Bay
Computer Science
Paradise Valley Community College
Santa Rosa Junior College
Stockton University
Marine Biology
Patrick Mah Patrick Mah's Charles Schwab & Co., Inc. Experience November 2008 - November 2013
Job Treasury Analyst at Redwood Trust
Industry Financial Services
Experience
Charles Schwab & Co., Inc November 2008 - November 2013
Charles Schwab & Co., Inc June 2006 - November 2008
Skills
Finance, Investments, Capital Markets, Cash Management, Series 7, Treasury, Money Market, Series 63, Excel, Treasury Management, Collateral Managmeent, Pivot Tables, Bloomberg Terminal, Buy-side, Fixed Income Trading, Sungard, SS&C Lightning, Working Capital..., Repo, SAP, Business Objects, Derivatives, Interest Rate..., Interest Rate Swaps
Education
University of California, Berkeley 2002 — 2006
Walter A. Haas School of Business, Bachelor of Science, Business Administration
The University of Hong Kong 2005 — 2005
Charles Schwab & Co., Inc November 2008 - November 2013
Charles Schwab & Co., Inc June 2006 - November 2008
Skills
Finance, Investments, Capital Markets, Cash Management, Series 7, Treasury, Money Market, Series 63, Excel, Treasury Management, Collateral Managmeent, Pivot Tables, Bloomberg Terminal, Buy-side, Fixed Income Trading, Sungard, SS&C Lightning, Working Capital..., Repo, SAP, Business Objects, Derivatives, Interest Rate..., Interest Rate Swaps
Education
University of California, Berkeley 2002 — 2006
Walter A. Haas School of Business, Bachelor of Science, Business Administration
The University of Hong Kong 2005 — 2005
Bill Newsome Bill Newsome's Charles Schwab & Co., Inc. Experience October 2004 - December 2005
Job Communications Center Supervisor at Duke University
Industry Higher Education
Experience
Duke University January 2009 - Present
Manpower @ Cisco June 2007 - November 2008
Manpower 2007 - 2008
Siemens 2007 - 2008
PFS 2007 - 2008
Blue Cross 2007 - 2008
RTI International 2006 - 2008
Patient Financial Services December 2005 - June 2007
Charles Schwab & Co., Inc October 2004 - December 2005
Siemens Medical Solutions April 2002 - August 2004
Skills
Zoom CallRec, Witness, Comverse, MicroSoft Office Suite, SAP, Lotus 123, Lotus Notes, Lotus Word Pro, Team Building, Process Improvement, Leadership, Management, Microsoft Office, Call Center, Staff Retention, Human Resources, Leadership Development, Call Centers, Coaching, Employee Training, Budgets, Teamwork, Customer Service, Troubleshooting, Employee Benefits, Project Planning, Policy, Employee Relations, Interviews, Outlook, Training, Team Leadership, Program Management, Quality Assurance, Analysis, Access, Nonprofits
Education
State University of New York College at Oswego 1975 — 1979
BA, Psychology and Criminal Justice
Duke University January 2009 - Present
Manpower @ Cisco June 2007 - November 2008
Manpower 2007 - 2008
Siemens 2007 - 2008
PFS 2007 - 2008
Blue Cross 2007 - 2008
RTI International 2006 - 2008
Patient Financial Services December 2005 - June 2007
Charles Schwab & Co., Inc October 2004 - December 2005
Siemens Medical Solutions April 2002 - August 2004
Skills
Zoom CallRec, Witness, Comverse, MicroSoft Office Suite, SAP, Lotus 123, Lotus Notes, Lotus Word Pro, Team Building, Process Improvement, Leadership, Management, Microsoft Office, Call Center, Staff Retention, Human Resources, Leadership Development, Call Centers, Coaching, Employee Training, Budgets, Teamwork, Customer Service, Troubleshooting, Employee Benefits, Project Planning, Policy, Employee Relations, Interviews, Outlook, Training, Team Leadership, Program Management, Quality Assurance, Analysis, Access, Nonprofits
Education
State University of New York College at Oswego 1975 — 1979
BA, Psychology and Criminal Justice
Darnel Bentz Darnel Bentz's Charles Schwab & Co., Inc. Experience May 2000 - August 2007
Job Senior Vice President at Kayne Anderson Rudnick
Industry Investment Management
Experience
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
Kayne Anderson Rudnick February 2013 - Present
KeyBanc Capital Markets January 2010 - October 2012
Provident Investment Counsel June 2008 - September 2008
CHARLES SCHWAB & CO. INC May 2000 - August 2007
ARIZONA DIAMONDBACKS PROFESSIONAL BASEBALL April 1999 - October 1999
Skills
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Equities, Investments, DCF, Finance, Strategy, Asset Managment, Real Estate Financing, REIT, Real Estate Economics, Market Research, Competitive Analysis, Due Diligence, Asset Management, Alternative Investments, Portfolio Management, Management
Education
UCLA Anderson School of Management 2007 — 2009
MBA
Arizona State University 1996 — 2000
B.S
JP Stephenson JP Stephenson's Charles Schwab & Co., Inc. Experience 1997 - 2002
Job Senior Producer at FreemanXP
Industry Events Services
Experience
FreemanXP November 2013 - Present
The Gladstone Institutes March 2011 - November 2013
Sole Proprietor 2010 - 2011
American Bankers Association June 2007 - May 2010
Sole Proprietor May 2006 - June 2007
Fannie Mae November 2002 - April 2006
Charles Schwab & Co. Inc 1997 - 2002
Charles Schwab; AAA 1990 - 1997
Skills
Event Management, Corporate Events, Conference Design, Conference Production, Marketing Communications, Management, Organizational Culture, Strategic Planning, Cross-functional Team..., Event Planning, Social Media, Leadership, Project Management, Strategy, Marketing Strategy, Marketing, Social Media Marketing, Organizational..., Public Relations, Editing, Social Networking, Trade Shows
Education
University of San Francisco
Master of Arts
California State University-Chico
Bachelor of Arts
Commercial Theatre Institute
Certificate
FreemanXP November 2013 - Present
The Gladstone Institutes March 2011 - November 2013
Sole Proprietor 2010 - 2011
American Bankers Association June 2007 - May 2010
Sole Proprietor May 2006 - June 2007
Fannie Mae November 2002 - April 2006
Charles Schwab & Co. Inc 1997 - 2002
Charles Schwab; AAA 1990 - 1997
Skills
Event Management, Corporate Events, Conference Design, Conference Production, Marketing Communications, Management, Organizational Culture, Strategic Planning, Cross-functional Team..., Event Planning, Social Media, Leadership, Project Management, Strategy, Marketing Strategy, Marketing, Social Media Marketing, Organizational..., Public Relations, Editing, Social Networking, Trade Shows
Education
University of San Francisco
Master of Arts
California State University-Chico
Bachelor of Arts
Commercial Theatre Institute
Certificate
Jill Haugse Jill Haugse's Charles Schwab & Co., Inc. Experience June 1995 - May 2003
Job Over 20 years of experience in the Financial Services Industry
Industry Financial Services
Experience
Aspiriant April 2012 - Present
United Capital of San Francisco September 2008 - November 2009
The Trevethan Group, Oppenheimer & Co. Inc June 2005 - September 2008
Charles Schwab & Co., Inc June 1995 - May 2003
BA Investments (originally Security Pacific Investments) February 1990 - February 1994
Education
San Francisco State University
Aspiriant April 2012 - Present
United Capital of San Francisco September 2008 - November 2009
The Trevethan Group, Oppenheimer & Co. Inc June 2005 - September 2008
Charles Schwab & Co., Inc June 1995 - May 2003
BA Investments (originally Security Pacific Investments) February 1990 - February 1994
Education
San Francisco State University
Jeff Morley, CFP® Jeff Morley, CFP®'s Charles Schwab & Co., Inc. Experience September 2010 - February 2012
Job VP, Customer Resource Centers at Republic Services
Industry Renewables & Environment
Experience
Republic Services June 2015 - Present
Republic Services Inc June 2012 - June 2015
Charles Schwab & Co, Inc September 2010 - February 2012
Charles Schwab September 2004 - September 2010
Charles Schwab January 1993 - September 2004
Charles Schwab December 1990 - January 1993
Skills
Customer Service, Call Center Leadership, Client Service, Customer Satisfaction, Customer Retention, Customer Engagement, Performance Improvement, Performance Consulting, Leadership, Financial Services, Portfolio Management, Investments, Risk Management, Retirement, Training, FINRA, Alternative Investments, Leadership Development, Strategic Financial..., Process Improvement, Investment Advisory, Series 7, Coaching, Securities, New Business Development, Series 24, Wealth Management, Series 63, Asset Managment, Mutual Funds, High Net Worth..., Sales, Asset Allocation, Investment Management, Investment Strategies, 401k, Uniform Combined State..., Team Building, Operations Management, Trading, Financial Advisory, ETFs, Relationship Management, Retirement Planning, Series 65, Strategy, Strategic Planning, Banking
Education
Virginia Commonwealth University 1978 — 1982
BS, Economics
College for Financial Planning 2012 — 2013
CFP
Arizona State University
Art History, Criticism and Conservation
Republic Services June 2015 - Present
Republic Services Inc June 2012 - June 2015
Charles Schwab & Co, Inc September 2010 - February 2012
Charles Schwab September 2004 - September 2010
Charles Schwab January 1993 - September 2004
Charles Schwab December 1990 - January 1993
Skills
Customer Service, Call Center Leadership, Client Service, Customer Satisfaction, Customer Retention, Customer Engagement, Performance Improvement, Performance Consulting, Leadership, Financial Services, Portfolio Management, Investments, Risk Management, Retirement, Training, FINRA, Alternative Investments, Leadership Development, Strategic Financial..., Process Improvement, Investment Advisory, Series 7, Coaching, Securities, New Business Development, Series 24, Wealth Management, Series 63, Asset Managment, Mutual Funds, High Net Worth..., Sales, Asset Allocation, Investment Management, Investment Strategies, 401k, Uniform Combined State..., Team Building, Operations Management, Trading, Financial Advisory, ETFs, Relationship Management, Retirement Planning, Series 65, Strategy, Strategic Planning, Banking
Education
Virginia Commonwealth University 1978 — 1982
BS, Economics
College for Financial Planning 2012 — 2013
CFP
Arizona State University
Art History, Criticism and Conservation
Dan LaBell RPA, CFM's Charles Schwab & Co., Inc. Experience 1993 - 2000
Job Sr. Manager, Facilities/Office Services at Southeastern Grocers
Industry Financial Services
Experience
Southeastern Grocers July 2014 - Present
Kaplan,Inc. April 2014 - July 2014
Kaplan Higher Education June 2011 - July 2014
Kemper, A Unitrin Business April 2009 - June 2011
LaBell Services September 2004 - April 2009
Gator Office Furniture 2006 - 2008
Convergys March 2000 - September 2004
Charles Schwab & Co. Inc 1993 - 2000
Harcourt Brace 1984 - 1992
Skills
Facilities Management, Data Center, Space Planning, HVAC, Supplies, Electrical, Operations Management, Contractors, Construction, Procurement, Purchasing, Security, Budgeting, Vendor, Coaching, Executive Management, Negotiation, Coordination, Contract Negotiation, Microsoft Office, Administration, Strategic Planning, Customer Service, Budgets, Real Estate, Vendors, Space-planning, Call Centers, Sales, Logistics, Process Improvement, Management, Leadership, Performance Management, Team Building, Project Management, Project Planning, Vendor Management, Team Leadership, Contract Management, Program Management
Education
Florida State College at Jacksonville 1977 — 1979
Business, Business, Management
Southeastern Grocers July 2014 - Present
Kaplan,Inc. April 2014 - July 2014
Kaplan Higher Education June 2011 - July 2014
Kemper, A Unitrin Business April 2009 - June 2011
LaBell Services September 2004 - April 2009
Gator Office Furniture 2006 - 2008
Convergys March 2000 - September 2004
Charles Schwab & Co. Inc 1993 - 2000
Harcourt Brace 1984 - 1992
Skills
Facilities Management, Data Center, Space Planning, HVAC, Supplies, Electrical, Operations Management, Contractors, Construction, Procurement, Purchasing, Security, Budgeting, Vendor, Coaching, Executive Management, Negotiation, Coordination, Contract Negotiation, Microsoft Office, Administration, Strategic Planning, Customer Service, Budgets, Real Estate, Vendors, Space-planning, Call Centers, Sales, Logistics, Process Improvement, Management, Leadership, Performance Management, Team Building, Project Management, Project Planning, Vendor Management, Team Leadership, Contract Management, Program Management
Education
Florida State College at Jacksonville 1977 — 1979
Business, Business, Management
Will Creekmur Will Creekmur's Charles Schwab & Co., Inc. Experience April 2011 - June 2012
Job Wealth Management Advisor at Mutual of Omaha Bank, Wealth Management Group
Industry Financial Services
Experience
Mutual of Omaha Bank April 2013 - Present
Charles Schwab & Co., Inc April 2011 - June 2012
Creekmur Wealth Management, LLC 2007 - 2011
Amerifunds Diversified Funding, LLC August 2010 - November 2010
DeGreen Wealth Management 2003 - 2007
Navigation Responsibilities 1983 - 1985
Skills
Wealth Management..., Risk Management, Insurance, Investment Strategies, Alternative Investments, Strategic Thinking, Financial & Estate..., Portfolio Analysis &..., Retirement Income..., Stocks & Bonds, Variable Annuities, Private Equity..., Banking & Lending, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Stocks, Wealth Management, Asset Allocation, Asset Management, Securities, Financial Advisory, Financial Services, Strategic Financial..., Finance, Investments, Retirement, Fixed Income, Wealth, Private Equity, Fixed Annuities, Banking, Investment Management, Mutual Funds, Investment Advisory, Venture Capital, Equities, ETFs, Mortgage Lending, Bonds, Hedge Funds, 401k, IRAs, Options, Financial Markets, High Net Worth..., Loans, Financial Planning
Education
Thunderbird: School of Global Management
MBA, Finance & Español
Virginia Military Institute
Economics
The Lawrenceville School
High School
Virginia Commonwealth University
BS, Economics
Mutual of Omaha Bank April 2013 - Present
Charles Schwab & Co., Inc April 2011 - June 2012
Creekmur Wealth Management, LLC 2007 - 2011
Amerifunds Diversified Funding, LLC August 2010 - November 2010
DeGreen Wealth Management 2003 - 2007
Navigation Responsibilities 1983 - 1985
Skills
Wealth Management..., Risk Management, Insurance, Investment Strategies, Alternative Investments, Strategic Thinking, Financial & Estate..., Portfolio Analysis &..., Retirement Income..., Stocks & Bonds, Variable Annuities, Private Equity..., Banking & Lending, Estate Planning, Retirement Planning, Wealth Management..., Portfolio Management, Stocks, Wealth Management, Asset Allocation, Asset Management, Securities, Financial Advisory, Financial Services, Strategic Financial..., Finance, Investments, Retirement, Fixed Income, Wealth, Private Equity, Fixed Annuities, Banking, Investment Management, Mutual Funds, Investment Advisory, Venture Capital, Equities, ETFs, Mortgage Lending, Bonds, Hedge Funds, 401k, IRAs, Options, Financial Markets, High Net Worth..., Loans, Financial Planning
Education
Thunderbird: School of Global Management
MBA, Finance & Español
Virginia Military Institute
Economics
The Lawrenceville School
High School
Virginia Commonwealth University
BS, Economics
Robert Epstein Robert Epstein's Charles Schwab & Co., Inc. Experience March 1997 - September 2000
Job Territory Account Manager at Polycom
Industry Information Technology and Services
Experience
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Polycom April 2015 - Present
AVAYA, Inc. June 2011 - April 2015
Western & Southern Financial December 2010 - October 2011
Tesla Motors May 2010 - November 2010
Seeman Holtz February 2008 - May 2010
WACHOVIA SECURITIES February 2005 - February 2008
SUNTRUST SECURITIES January 2002 - February 2005
Charles Schwab June 1992 - December 2001
Charles Schwab & Co. Inc March 1997 - September 2000
Charles Schwab & Co. Inc June 1996 - March 1997
Skills
Sales Management, Leadership, Business Development, Marketing, Sales, Salesforce.com, New Business Development, Customer Service, Policy Analysis, Networking, Coaching, CRM, Strategic Planning, Management, Project Planning, Sales Operations, Direct Sales, Competitive Analysis, Account Management, Finance, Lead Generation, Avaya IP Telephony, Enterprise Software, Marketing Strategy, Recruiting, Training, Unified Communications
Education
State University of New York College at Plattsburgh 1985 — 1989
Business Management, Management
Kristin Foret Kristin Foret's Charles Schwab & Co., Inc. Experience January 1987 - January 2004
Job Grace Community Church
Industry Religious Institutions
Experience
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Saundra Anderson Saundra Anderson's Charles Schwab & Co., Inc. Experience 2008 - 2013
Job Owner at SELFEMPLOYED
Industry Events Services
Experience
SELF-EMPLOYED: A Gift of Time 2014 - Present
Kaspick & Company 2013 - 2014
Charles Schwab & Co. Inc. 2008 - 2013
SRA 2007 - 2008
Union Trust Mortgage Services 2006 - 2008
Money Camp 2006 - 2008
Charles Schwab & Co., Inc. 1995 - 2005
Skills
Relationship Management
Education
San Jose State University
Bachelor’s Degree
Cal Poly Pomona
Transferred
SELF-EMPLOYED: A Gift of Time 2014 - Present
Kaspick & Company 2013 - 2014
Charles Schwab & Co. Inc. 2008 - 2013
SRA 2007 - 2008
Union Trust Mortgage Services 2006 - 2008
Money Camp 2006 - 2008
Charles Schwab & Co., Inc. 1995 - 2005
Skills
Relationship Management
Education
San Jose State University
Bachelor’s Degree
Cal Poly Pomona
Transferred
Teresa Bowman Teresa Bowman's Charles Schwab & Co., Inc. Experience August 2008 - December 2008
Job Experienced Business Analyst, Quality Assurance IT Professional
Industry Information Technology and Services
Experience
U S Bank March 2010 - February 2015
Charles Schwab & Co. Inc August 2008 - December 2008
Tek Systems December 2006 - July 2008
El Paso Pipeline May 2006 - December 2006
Verizon Business May 2004 - May 2006
Colorado State University March 2002 - April 2004
MCI/WorldCom April 1997 - February 2001
Compuware Corporation April 1996 - March 1997
MCI April 1996 - March 1997
MCI November 1992 - March 1996
Skills
Microsoft SQL Server, CMMI, XML, Quality Center, JCL, Mainframe, Integration, Quality Assurance, Software Documentation, User Acceptance Testing, SQL, CICS, COBOL, DB2, SDLC, Test Planning, Testing
Education
Colorado Technical University 2002 — 2004
B.S, Computer Science Technology
Colorado State University-Pueblo 1982 — 1987
BS, Computer Science
U S Bank March 2010 - February 2015
Charles Schwab & Co. Inc August 2008 - December 2008
Tek Systems December 2006 - July 2008
El Paso Pipeline May 2006 - December 2006
Verizon Business May 2004 - May 2006
Colorado State University March 2002 - April 2004
MCI/WorldCom April 1997 - February 2001
Compuware Corporation April 1996 - March 1997
MCI April 1996 - March 1997
MCI November 1992 - March 1996
Skills
Microsoft SQL Server, CMMI, XML, Quality Center, JCL, Mainframe, Integration, Quality Assurance, Software Documentation, User Acceptance Testing, SQL, CICS, COBOL, DB2, SDLC, Test Planning, Testing
Education
Colorado Technical University 2002 — 2004
B.S, Computer Science Technology
Colorado State University-Pueblo 1982 — 1987
BS, Computer Science
Mary Jane Abad's Charles Schwab & Co., Inc. Experience August 2007 - February 2009
Job Analyst at Union Bank
Industry Banking
Experience
Union Bank June 2010 - Present
Charles Schwab & Company August 2007 - February 2009
CHARLES SCHWAB & CO., INC August 2007 - February 2009
ProNet Fremont 2009 - 2009
Home & Garden Realty August 2002 - August 2007
Atlantic Bancorp of CA August 2002 - August 2007
Robertson Stephens and Co January 1999 - January 2002
B of A Investment Services Inc January 1997 - January 1999
Emmett A. Larkin Co., Inc January 1987 - January 1997
Education
University of Santo Tomas 1972 — 1976
BS, Business Administration
Union Bank June 2010 - Present
Charles Schwab & Company August 2007 - February 2009
CHARLES SCHWAB & CO., INC August 2007 - February 2009
ProNet Fremont 2009 - 2009
Home & Garden Realty August 2002 - August 2007
Atlantic Bancorp of CA August 2002 - August 2007
Robertson Stephens and Co January 1999 - January 2002
B of A Investment Services Inc January 1997 - January 1999
Emmett A. Larkin Co., Inc January 1987 - January 1997
Education
University of Santo Tomas 1972 — 1976
BS, Business Administration
Rian Snowbarger's Charles Schwab & Co., Inc. Experience November 2000 - January 2003
Job Fleet and Maintenance Manager US West at Badger Daylighting Corp.
Industry Oil & Energy
Experience
Badger Daylighting Corporation April 2012 - Present
Town of Castle Rock November 2008 - May 2012
Schmidt Construction Co January 2008 - November 2008
Ludwig Drilling Inc June 2007 - January 2008
Castle Rock Construction Company LLC July 2006 - June 2007
Charles Schwab & Co. Inc November 2000 - January 2003
Squaw Valley Ski Corp June 1997 - June 2000
Skills
Customer Service, Research, Microsoft Office, Writing, Excel, Customer Relations, Problem Solving, Word, PowerPoint, Supervisory Skills, Access, Analysis, Budgeting, Process Improvement, Scheduling, Administration, Outlook, Team Building, Planning, Continuous Improvement, Documentation, Quality Assurance, Troubleshooting, Customer Satisfaction, Mentoring, Transportation, Financial Analysis, Call Center, Forecasting, Data Analysis, Database Administration, Coaching, Public Speaking, Team Leadership, Strategic Planning, Negotiation, Process Engineering, Teamwork, Operations Management, Automotive, Telephone Skills, Fundraising, Data Entry, Change Management, Fleet Management, Budgets, Project Planning, Microsoft Excel, Contract Negotiation, Process Scheduler
Education
Grand Canyon University 2009 — 2011
Bachelors of Science, Business Entrepreneurial Studies
North Idaho College 1995 — 1997
Associate of Applied Science, Diesel Technology
Incline High School 1993 — 1995
Badger Daylighting Corporation April 2012 - Present
Town of Castle Rock November 2008 - May 2012
Schmidt Construction Co January 2008 - November 2008
Ludwig Drilling Inc June 2007 - January 2008
Castle Rock Construction Company LLC July 2006 - June 2007
Charles Schwab & Co. Inc November 2000 - January 2003
Squaw Valley Ski Corp June 1997 - June 2000
Skills
Customer Service, Research, Microsoft Office, Writing, Excel, Customer Relations, Problem Solving, Word, PowerPoint, Supervisory Skills, Access, Analysis, Budgeting, Process Improvement, Scheduling, Administration, Outlook, Team Building, Planning, Continuous Improvement, Documentation, Quality Assurance, Troubleshooting, Customer Satisfaction, Mentoring, Transportation, Financial Analysis, Call Center, Forecasting, Data Analysis, Database Administration, Coaching, Public Speaking, Team Leadership, Strategic Planning, Negotiation, Process Engineering, Teamwork, Operations Management, Automotive, Telephone Skills, Fundraising, Data Entry, Change Management, Fleet Management, Budgets, Project Planning, Microsoft Excel, Contract Negotiation, Process Scheduler
Education
Grand Canyon University 2009 — 2011
Bachelors of Science, Business Entrepreneurial Studies
North Idaho College 1995 — 1997
Associate of Applied Science, Diesel Technology
Incline High School 1993 — 1995
Scott Cullitan, CRPC ® Scott Cullitan, CRPC ®'s Charles Schwab & Co., Inc. Experience May 2010 - Present
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co. Inc. May 2010 - Present
Ameriprise Financial November 2008 - May 2010
Continental Airlines June 1984 - November 2008
Skills
Retirement Planning, Management, Strategic Planning, Wealth Management, Investments, Finance, Time Management, Insurance, Mutual Funds, Strategic Financial..., Customer Service
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Business, Psychology
Charles Schwab & Co. Inc. May 2010 - Present
Ameriprise Financial November 2008 - May 2010
Continental Airlines June 1984 - November 2008
Skills
Retirement Planning, Management, Strategic Planning, Wealth Management, Investments, Finance, Time Management, Insurance, Mutual Funds, Strategic Financial..., Customer Service
Education
Southern Illinois University, Carbondale 1980 — 1984
BS, Business, Psychology
Jason Curran Jason Curran's Charles Schwab & Co., Inc. Experience April 2000 - June 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Merrill Edge December 2012 - Present
Waddell & Reed July 2010 - May 2012
CHARLES SCHWAB & CO., INC April 2000 - June 2010
Bank One / National Direct Equity 1999 - 2000
Skills
Building Strong..., Organizational Needs..., Strategic Partnerships, Cross-functional Team..., Team Management, Customer Oriented, Customer Engagement, Customer Experience, Sales Growth, Territory Development, Sales Presentations, Sales Management, Strategic Planning, End User Training, Solution Selling, Identifying Client Needs, Financial Services, Sales, Wealth Management, New Business Development, Leadership, Retirement Planning, Strategy, Finance, Management, Mutual Funds
Education
University of Phoenix
Bachelor of Science, Business Administration
Craig Taucher Craig Taucher's Charles Schwab & Co., Inc. Experience August 2011 - Present
Job Senior Vice President, Independent Branch Services, Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. August 2011 - Present
Bull Market Recruiting and Consulting 2008 - August 2011
LPL Financial 2007 - 2008
Ameriprise Financial formerly American Express Financial Advisors 1989 - 2006
Skills
Series 7, Series 24, Series 9/10
Education
Harvard University 1985 — 1989
B.A, Economics
College for Financial Planning
CFP
Charles Schwab & Co. Inc. August 2011 - Present
Bull Market Recruiting and Consulting 2008 - August 2011
LPL Financial 2007 - 2008
Ameriprise Financial formerly American Express Financial Advisors 1989 - 2006
Skills
Series 7, Series 24, Series 9/10
Education
Harvard University 1985 — 1989
B.A, Economics
College for Financial Planning
CFP
Mary Griffin, LTCP CLTC Mary Griffin, LTCP CLTC's Charles Schwab & Co., Inc. Experience June 1992 - December 2004
Job Licensed Independent Long Term Care Representative at Genworth Life Insurance
Industry Insurance
Experience
Genworth Long Term Care Insurance January 2006 - Present
Charles Schwab & Co., Inc June 1992 - December 2004
Merrill Lynch September 1986 - September 1990
Skills
Long-term Care, Health Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Medicare Supplements, Indexed Annuities, Medicare, Universal Life, Disability Insurance, Financial Services, Sales, Estate Planning, Series 6
Education
The University of Memphis 1966 — 1970
BA, Sociology
Westwood High School, Memphis, TN 1961 — 1966
1962-1966, Math and Science
Genworth Long Term Care Insurance January 2006 - Present
Charles Schwab & Co., Inc June 1992 - December 2004
Merrill Lynch September 1986 - September 1990
Skills
Long-term Care, Health Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Medicare Supplements, Indexed Annuities, Medicare, Universal Life, Disability Insurance, Financial Services, Sales, Estate Planning, Series 6
Education
The University of Memphis 1966 — 1970
BA, Sociology
Westwood High School, Memphis, TN 1961 — 1966
1962-1966, Math and Science
Karen Larkin Karen Larkin's Charles Schwab & Co., Inc. Experience June 1987 - June 1999
Job Experienced Sales/Administrative Assistant
Industry Financial Services
Experience
Lincoln Investment Planning April 2012 - October 2013
Univers Workplace Solutions August 2011 - April 2012
Prudential Financial August 2010 - April 2011
Monroe Township Public Schools September 2008 - December 2010
First Group May 2004 - August 2009
Monroe Township Public Schools September 2001 - June 2004
Charles Schwab & Co. Inc June 1987 - June 1999
Janney Montgomery Scott Inc June 1985 - June 1987
Skills
CRM, Management, Marketing, Sales, Finance, Selling, Customer Service, Program Management, Financial Services, Operations Management, Investments, Employee Benefits, Portfolio Management
Education
Rider University 1981 — 1985
Bachelor of Science in Commerce, Finance
Lincoln Investment Planning April 2012 - October 2013
Univers Workplace Solutions August 2011 - April 2012
Prudential Financial August 2010 - April 2011
Monroe Township Public Schools September 2008 - December 2010
First Group May 2004 - August 2009
Monroe Township Public Schools September 2001 - June 2004
Charles Schwab & Co. Inc June 1987 - June 1999
Janney Montgomery Scott Inc June 1985 - June 1987
Skills
CRM, Management, Marketing, Sales, Finance, Selling, Customer Service, Program Management, Financial Services, Operations Management, Investments, Employee Benefits, Portfolio Management
Education
Rider University 1981 — 1985
Bachelor of Science in Commerce, Finance
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
Brett Valmassei Brett Valmassei's Charles Schwab & Co., Inc. Experience May 1998 - July 1999
Job Head of House
Industry Financial Services
Experience
Bank of America March 2000 - February 2015
Bank or America March 2000 - October 2007
Banc of America Securities 2000 - 2003
IMSN Net, Incorporated October 1999 - March 2000
Pacific Stock Exchange, Inc August 1999 - October 1999
Charles Schwab & Co., Inc May 1998 - July 1999
Barclays Global Investors February 1995 - May 1998
Coordinated Resources, Inc March 1994 - November 1994
United Savings Bank May 1993 - March 1994
Padget Business Services February 1991 - May 1993
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
University of California, Davis
Bachelors of Art Degree, English
Servite 1983 — 1987
HS, College Prep
Bank of America March 2000 - February 2015
Bank or America March 2000 - October 2007
Banc of America Securities 2000 - 2003
IMSN Net, Incorporated October 1999 - March 2000
Pacific Stock Exchange, Inc August 1999 - October 1999
Charles Schwab & Co., Inc May 1998 - July 1999
Barclays Global Investors February 1995 - May 1998
Coordinated Resources, Inc March 1994 - November 1994
United Savings Bank May 1993 - March 1994
Padget Business Services February 1991 - May 1993
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
University of California, Davis
Bachelors of Art Degree, English
Servite 1983 — 1987
HS, College Prep
Jennifer Marlowe, RP® Jennifer Marlowe, RP®'s Charles Schwab & Co., Inc. Experience 1997 - 2002
Job Vice President at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wintrust Wealth Management July 2011 - Present
Wintrust Wealth Management May 2005 - August 2011
Wachovia Securities January 2002 - January 2004
Charles Schwab & Co. Inc 1997 - 2002
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Mutual Funds, Banking, Sales, Finance, Wealth Management, Financial Risk, Analysis, Financial Services, Financial Planning
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), Business Marketing
College for Financial Planning 2010 — 2011
Certificate, Registered Paraplanner
Wintrust Wealth Management July 2011 - Present
Wintrust Wealth Management May 2005 - August 2011
Wachovia Securities January 2002 - January 2004
Charles Schwab & Co. Inc 1997 - 2002
Skills
Retirement Planning, Portfolio Management, Investments, Insurance, Series 7, Asset Allocation, Mutual Funds, Banking, Sales, Finance, Wealth Management, Financial Risk, Analysis, Financial Services, Financial Planning
Education
Arizona State University 1995 — 1998
Bachelor of Science (BS), Business Marketing
College for Financial Planning 2010 — 2011
Certificate, Registered Paraplanner
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
Jennifer Cronin's Charles Schwab & Co., Inc. Experience 2008 - March 2011
Job jennychair content+strategy
Industry Marketing and Advertising
Experience
jennychair content+strategy March 2015 - Present
Personal Capital October 2014 - January 2015
BlackRock April 2011 - October 2014
Charles Schwab & Co., Inc. 2008 - March 2011
Charles Schwab & Co., Inc. February 2007 - December 2008
Charles Schwab & Co., Inc April 2005 - February 2007
Method 2005 - 2005
Jennychair Consulting May 2000 - December 2004
Vilas Advertising 1997 - 1999
Francom Asia April 1995 - February 1997
Skills
Content Strategy, Blogging, Social Media, Strategy, Integrated Marketing, Newsletters, Marketing, Social Media Marketing, Corporate Communications, Marketing Communications, Publications, Editorial, Brand Development, Advertising, Digital Strategy, Digital Marketing, Creative Direction, Magazines, Content Development, Marketing Strategy, Digital Media, Online Marketing, Copywriting, Building World Class..., Content Management, Strategic Communications, B2B, Direct Mail, Team Management, Public Relations, Publishing, Web Content, Web Analytics, Internal Communications, Social Networking, Editing, Copy Editing, Web Content Management, Writing, Creative Development, Management, Leadership, Workshop Facilitation
Education
Wellesley College 1986 — 1990
BA, Art History
University of Arizona 2005 — 2007
MA Coursework, Art History
Vitra Summer at Boisbuchet
design thinking
jennychair content+strategy March 2015 - Present
Personal Capital October 2014 - January 2015
BlackRock April 2011 - October 2014
Charles Schwab & Co., Inc. 2008 - March 2011
Charles Schwab & Co., Inc. February 2007 - December 2008
Charles Schwab & Co., Inc April 2005 - February 2007
Method 2005 - 2005
Jennychair Consulting May 2000 - December 2004
Vilas Advertising 1997 - 1999
Francom Asia April 1995 - February 1997
Skills
Content Strategy, Blogging, Social Media, Strategy, Integrated Marketing, Newsletters, Marketing, Social Media Marketing, Corporate Communications, Marketing Communications, Publications, Editorial, Brand Development, Advertising, Digital Strategy, Digital Marketing, Creative Direction, Magazines, Content Development, Marketing Strategy, Digital Media, Online Marketing, Copywriting, Building World Class..., Content Management, Strategic Communications, B2B, Direct Mail, Team Management, Public Relations, Publishing, Web Content, Web Analytics, Internal Communications, Social Networking, Editing, Copy Editing, Web Content Management, Writing, Creative Development, Management, Leadership, Workshop Facilitation
Education
Wellesley College 1986 — 1990
BA, Art History
University of Arizona 2005 — 2007
MA Coursework, Art History
Vitra Summer at Boisbuchet
design thinking
Thomas Lister-Looker Thomas Lister-Looker's Charles Schwab & Co., Inc. Experience August 2000 - January 2003
Job REALTOR at HÔM Sotheby's International Realty
Industry Real Estate
Experience
HÔM Sotheby's International Realty July 2015 - Present
Self January 2009 - Present
HK Lane Real Estate September 2012 - July 2015
a.lister projects October 2006 - March 2010
Charles Schwab & Co., Inc August 2000 - January 2003
MedChannel, Inc February 2000 - June 2000
UBS June 1999 - January 2000
Goldman Sachs May 1998 - May 1999
Charles Schwab & Co., Inc December 1989 - April 1998
Skills
Microsoft Office, Microsoft Project, Project Management, Business Analysis, Software Project..., Process Improvement, Clarity, Visio, Change Management, Business Requirements
Education
University of Phoenix 1991 — 1993
Business Administration and Management, General
Procter R. Hug High School 1979 — 1983
High School Diploma, Business Administration and Management, General
HÔM Sotheby's International Realty July 2015 - Present
Self January 2009 - Present
HK Lane Real Estate September 2012 - July 2015
a.lister projects October 2006 - March 2010
Charles Schwab & Co., Inc August 2000 - January 2003
MedChannel, Inc February 2000 - June 2000
UBS June 1999 - January 2000
Goldman Sachs May 1998 - May 1999
Charles Schwab & Co., Inc December 1989 - April 1998
Skills
Microsoft Office, Microsoft Project, Project Management, Business Analysis, Software Project..., Process Improvement, Clarity, Visio, Change Management, Business Requirements
Education
University of Phoenix 1991 — 1993
Business Administration and Management, General
Procter R. Hug High School 1979 — 1983
High School Diploma, Business Administration and Management, General
Joseph J. Cina Joseph J. Cina's Charles Schwab & Co., Inc. Experience March 1994 - Present
Job Financial Services Business Transformation Leader
Industry Financial Services
Experience
Charles Schwab & Co. Inc. March 1994 - Present
U.S. Military 1986 - 2006
Skills
Leadership, Wealth Management, Team Building, Management, Investments, Sales, Annuity Sales, Retirement Planning, Risk Management, Financial Advisory, Strategy, Marketing Strategy, Change Management, Portfolio Management, Regulatory Compliance, Strategic Partnerships, Relationship Building, Business Planning, Collaboration, Sales Management, Operations Management, Writing, Organizational..., Influence, Administration, Implementation, Client Service & Loyalty, Project Management, Communication, Public Relations, Analysis, Retirement Income..., Intensified Focus, Disciplined Process, Resiliency, Stamina, Adaptable, Articulate, Team Collaboration, Coaching & Training, Performance Progress..., Estate Planning, Leverage Technology, Insurance & Protection, Consulting, Skilled Multi-tasker, Staff Development, Marketing, Financial Planning, Decision Making
Education
New York University
BA
Officer Candidate School and Officer Basic Course
U.S. Army National Guard (Reserve)
Charles Schwab & Co. Inc. March 1994 - Present
U.S. Military 1986 - 2006
Skills
Leadership, Wealth Management, Team Building, Management, Investments, Sales, Annuity Sales, Retirement Planning, Risk Management, Financial Advisory, Strategy, Marketing Strategy, Change Management, Portfolio Management, Regulatory Compliance, Strategic Partnerships, Relationship Building, Business Planning, Collaboration, Sales Management, Operations Management, Writing, Organizational..., Influence, Administration, Implementation, Client Service & Loyalty, Project Management, Communication, Public Relations, Analysis, Retirement Income..., Intensified Focus, Disciplined Process, Resiliency, Stamina, Adaptable, Articulate, Team Collaboration, Coaching & Training, Performance Progress..., Estate Planning, Leverage Technology, Insurance & Protection, Consulting, Skilled Multi-tasker, Staff Development, Marketing, Financial Planning, Decision Making
Education
New York University
BA
Officer Candidate School and Officer Basic Course
U.S. Army National Guard (Reserve)
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
Jaime Hodges Jaime Hodges's Charles Schwab & Co., Inc. Experience January 2000 - January 2004
Job Blogger
Industry Medical Devices
Experience
jaimefotheringham.com July 2014 - Present
Align Technology January 2011 - May 2012
Align Technology January 2011 - May 2012
GlaxoSmithKline February 2004 - September 2010
GlaxoSmithKline Pharmaceuticals February 2004 - September 2010
Charles Schwab January 2000 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2004
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of Arizona
Bachelor of Arts, Psychology
jaimefotheringham.com July 2014 - Present
Align Technology January 2011 - May 2012
Align Technology January 2011 - May 2012
GlaxoSmithKline February 2004 - September 2010
GlaxoSmithKline Pharmaceuticals February 2004 - September 2010
Charles Schwab January 2000 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2004
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of Arizona
Bachelor of Arts, Psychology
Larry Moore's Charles Schwab & Co., Inc. Experience 1997 - 1999
Job Sales Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance May 2014 - Present
The Rockford Group July 2012 - April 2014
E*TRADE Financial February 2011 - July 2012
TIAA-CREF June 2006 - November 2009
TIAA-CREF October 2005 - June 2006
E*TRADE January 2005 - October 2005
Charles Schwab 1999 - 2004
Charles Schwab & Co. Inc. 1997 - 1999
Charles Schwab & Co., Inc. April 1995 - April 1997
Skills
Consultative Sales..., Coaching, Relationship Selling..., Leadership Development, Sales Pipeline..., Building High..., Leadership -..., Recruiting and Retention, Product Development, Product Marketing, Sales Training, Sales Strategy, Sales Leadershipo, Sales Management, Sales Operations, Project Management, Cross Selling, Investments, Real Estate, New Business Development, Key Account Management, Territory Startup &..., Expert relationship..., Key Account Acquisition..., C Level Selling, Strategic Prospecting, Sales Management..., Enterprise Solution..., Software Sales..., Executive-Level..., Software Project..., Territory..., Lean Events, salesforece.com, CRM, Public Speaking, Program Facilitation, Legal Aspects of..., Cross-functional Team..., Mentoring New Hires, Making Meetings Work, Motivating Others, Setting Performance..., Build Strong Teams, Building Strong..., Essential Interviewing..., Multi Tasking, Delegating For Results, Selling Skills, Sales
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1983
BBA Finance, Finance & Economics
The Lovett High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Liberty Mutual Insurance May 2014 - Present
The Rockford Group July 2012 - April 2014
E*TRADE Financial February 2011 - July 2012
TIAA-CREF June 2006 - November 2009
TIAA-CREF October 2005 - June 2006
E*TRADE January 2005 - October 2005
Charles Schwab 1999 - 2004
Charles Schwab & Co. Inc. 1997 - 1999
Charles Schwab & Co., Inc. April 1995 - April 1997
Skills
Consultative Sales..., Coaching, Relationship Selling..., Leadership Development, Sales Pipeline..., Building High..., Leadership -..., Recruiting and Retention, Product Development, Product Marketing, Sales Training, Sales Strategy, Sales Leadershipo, Sales Management, Sales Operations, Project Management, Cross Selling, Investments, Real Estate, New Business Development, Key Account Management, Territory Startup &..., Expert relationship..., Key Account Acquisition..., C Level Selling, Strategic Prospecting, Sales Management..., Enterprise Solution..., Software Sales..., Executive-Level..., Software Project..., Territory..., Lean Events, salesforece.com, CRM, Public Speaking, Program Facilitation, Legal Aspects of..., Cross-functional Team..., Mentoring New Hires, Making Meetings Work, Motivating Others, Setting Performance..., Build Strong Teams, Building Strong..., Essential Interviewing..., Multi Tasking, Delegating For Results, Selling Skills, Sales
Education
Georgia State University - J. Mack Robinson College of Business 1979 — 1983
BBA Finance, Finance & Economics
The Lovett High School
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Denise Hillman's Charles Schwab & Co., Inc. Experience 2000 - 2001
Job Principal, cofounder at SNAP! Communications
Industry Marketing and Advertising
Experience
SNAP! Communications 2012 - Present
Wells Fargo March 2004 - August 2012
Wells Fargo Consumer Credit Group Marketing Services 2002 - 2004
Charles Schwab & Co., Inc 2000 - 2001
Wells Fargo Consumer Credit 1998 - 2000
Charles Schwab & Co, Inc. - CRS Communications 1997 - 1998
Imaginarium 1994 - 1996
Gymboree 1990 - 1994
Skills
Integrated Marketing, Marketing Communications, Marketing Management, Marketing Research, Brand Development, Budget Management, Creative Direction, Team Leadership, Marketing Strategy, Sales Support, Copywriting, Vendor Management, Innovation, Marketing, Financial Services, Multi-channel Marketing, Direct Mail, Program Management, Advertising, Management, Public Relations, Leadership, Product Development
Education
San Jose State University
Bachelor of Arts, Advertising
San Jose State University
Bachelor of Arts, Advertising
SNAP! Communications 2012 - Present
Wells Fargo March 2004 - August 2012
Wells Fargo Consumer Credit Group Marketing Services 2002 - 2004
Charles Schwab & Co., Inc 2000 - 2001
Wells Fargo Consumer Credit 1998 - 2000
Charles Schwab & Co, Inc. - CRS Communications 1997 - 1998
Imaginarium 1994 - 1996
Gymboree 1990 - 1994
Skills
Integrated Marketing, Marketing Communications, Marketing Management, Marketing Research, Brand Development, Budget Management, Creative Direction, Team Leadership, Marketing Strategy, Sales Support, Copywriting, Vendor Management, Innovation, Marketing, Financial Services, Multi-channel Marketing, Direct Mail, Program Management, Advertising, Management, Public Relations, Leadership, Product Development
Education
San Jose State University
Bachelor of Arts, Advertising
San Jose State University
Bachelor of Arts, Advertising
Randi Sachs Randi Sachs's Charles Schwab & Co., Inc. Experience February 2005 - January 2006
Job
Industry Internet
Experience
Salesforce April 2015 - Present
Salesforce December 2013 - Present
Salesforce.com September 2011 - December 2013
salesforce.com July 2009 - September 2011
JamBase.com October 2007 - October 2008
Dogster.com & Catster.com April 2006 - August 2007
Charles Schwab & Co., Inc February 2005 - January 2006
Charles Schwab & Co, Inc. 2003 - 2005
Charles Schwab Trust Company 2000 - 2003
Hal Riney & Partners 1995 - 1996
Skills
Community Management, Community Engagement, Marketing, Proofreading, Social Media, Salesforce.com, A/B testing, Blogging, Facebook, User Experience, Social Networking, Management, Strategy
Education
University of Michigan 1989 — 1993
B.A.
Salesforce April 2015 - Present
Salesforce December 2013 - Present
Salesforce.com September 2011 - December 2013
salesforce.com July 2009 - September 2011
JamBase.com October 2007 - October 2008
Dogster.com & Catster.com April 2006 - August 2007
Charles Schwab & Co., Inc February 2005 - January 2006
Charles Schwab & Co, Inc. 2003 - 2005
Charles Schwab Trust Company 2000 - 2003
Hal Riney & Partners 1995 - 1996
Skills
Community Management, Community Engagement, Marketing, Proofreading, Social Media, Salesforce.com, A/B testing, Blogging, Facebook, User Experience, Social Networking, Management, Strategy
Education
University of Michigan 1989 — 1993
B.A.
Elise Chan Elise Chan's Charles Schwab & Co., Inc. Experience January 1993 - December 1996
Job Administrative Assistant III at UC Berkeley
Industry Government Administration
Experience
UC Berkeley September 2013 - Present
Office of the Mayor June 2011 - September 2013
Federal Home Loan Bank March 2010 - April 2010
Oliveto Restaurant and Café March 2009 - September 2009
Chen Design Associates January 2002 - September 2002
Schwab Fund for Charitable Giving January 1999 - December 2001
Yerba Buena Center for the Arts January 1998 - December 1999
China National Petroleum Corporation January 1996 - December 1998
Charles Schwab & Co., Inc January 1993 - December 1996
Skills
Event Planning, Fundraising, Charitable Giving, Non-profits, Writing, Public Speaking, Public Relations, Special Events, Editing, Research, Customer Relations, Management, Leadership Development, Event Management, Newsletters, Time Management, Project Management, Copywriting, Grant Writing, Microsoft Word, Nonprofits, Internal Communications, Strategic Communications, Charities, Creative Writing, Volunteer Management, InDesign, Blogging, Higher Education, Journalism, Press Releases, Social Networking, Customer Service, Coaching, Budgets, Photography, Community Development, Media Relations, Microsoft Office, Negotiation, Marketing Strategy, Software Documentation, Strategic Planning, Copy Editing, Marketing Communications, Program Development, Graphic Design, Spanish, Advertising, Marketing
Education
University of California, Berkeley 1984 — 1988
B.A, Rhetoric
UC Berkeley September 2013 - Present
Office of the Mayor June 2011 - September 2013
Federal Home Loan Bank March 2010 - April 2010
Oliveto Restaurant and Café March 2009 - September 2009
Chen Design Associates January 2002 - September 2002
Schwab Fund for Charitable Giving January 1999 - December 2001
Yerba Buena Center for the Arts January 1998 - December 1999
China National Petroleum Corporation January 1996 - December 1998
Charles Schwab & Co., Inc January 1993 - December 1996
Skills
Event Planning, Fundraising, Charitable Giving, Non-profits, Writing, Public Speaking, Public Relations, Special Events, Editing, Research, Customer Relations, Management, Leadership Development, Event Management, Newsletters, Time Management, Project Management, Copywriting, Grant Writing, Microsoft Word, Nonprofits, Internal Communications, Strategic Communications, Charities, Creative Writing, Volunteer Management, InDesign, Blogging, Higher Education, Journalism, Press Releases, Social Networking, Customer Service, Coaching, Budgets, Photography, Community Development, Media Relations, Microsoft Office, Negotiation, Marketing Strategy, Software Documentation, Strategic Planning, Copy Editing, Marketing Communications, Program Development, Graphic Design, Spanish, Advertising, Marketing
Education
University of California, Berkeley 1984 — 1988
B.A, Rhetoric
Amy Brandon, PMP's Charles Schwab & Co., Inc. Experience January 2008 - May 2013
Job Project Coordinator at Ball State University
Industry Financial Services
Experience
Ball State University June 2014 - Present
Charles Schwab May 2013 - June 2014
Charles Schwab & Co. Inc January 2008 - May 2013
Charles Schwab & Co. Inc January 2005 - January 2008
Amelda Brandon January 1998 - January 2005
Pay Less Super Markets July 1993 - January 1998
Skills
Project Management, Training Facilitation, Building Relationships, Financial Markets, Teamwork, Business Networking, Collaborative Problem..., Documentations, Human Resources, Finance, Leadership, Management, Financial Services, Customer Service, Microsoft Office, Public Speaking
Education
Ball State University 2015 — 2017
Masters in Executive Development for Public Service
International Institute of Learning 2011 — 2011
Project Management, Pass
Anderson University 2001 — 2009
Bachelor's degree, Organizational Leadership
Anderson University
BS, Organizational Leadership
Highland High School 1986 — 1990
Ball State University June 2014 - Present
Charles Schwab May 2013 - June 2014
Charles Schwab & Co. Inc January 2008 - May 2013
Charles Schwab & Co. Inc January 2005 - January 2008
Amelda Brandon January 1998 - January 2005
Pay Less Super Markets July 1993 - January 1998
Skills
Project Management, Training Facilitation, Building Relationships, Financial Markets, Teamwork, Business Networking, Collaborative Problem..., Documentations, Human Resources, Finance, Leadership, Management, Financial Services, Customer Service, Microsoft Office, Public Speaking
Education
Ball State University 2015 — 2017
Masters in Executive Development for Public Service
International Institute of Learning 2011 — 2011
Project Management, Pass
Anderson University 2001 — 2009
Bachelor's degree, Organizational Leadership
Anderson University
BS, Organizational Leadership
Highland High School 1986 — 1990
Emilie de la Motte Emilie de la Motte's Charles Schwab & Co., Inc. Experience January 1999 - June 2001
Job Senior Associate at Meyers Nave
Industry Law Practice
Experience
Meyers Nave January 2014 - Present
Selman Breitman LLP May 2006 - January 2014
Jones, Clifford, Johnson & Johnson March 2005 - April 2006
Stawicki & Maples January 2004 - May 2004
UC Davis School of Law December 2003 - May 2004
California Supreme Court and California Court of Appeal, First District June 2002 - August 2003
King Hall Immigration Clinic, University of California, Davis March 2002 - December 2002
Charles Schwab & Co., Inc January 1999 - June 2001
Skills
Legal Research, Human Resources, Legal Writing, Trials, Litigation, Arbitration, Employment Law, Mediation
Education
University of California, Davis - School of Law 2001 — 2004
Juris Doctor, 2004
University of California, Davis 1994 — 1998
Bachelor of Arts, History; history and Spanish literature
Meyers Nave January 2014 - Present
Selman Breitman LLP May 2006 - January 2014
Jones, Clifford, Johnson & Johnson March 2005 - April 2006
Stawicki & Maples January 2004 - May 2004
UC Davis School of Law December 2003 - May 2004
California Supreme Court and California Court of Appeal, First District June 2002 - August 2003
King Hall Immigration Clinic, University of California, Davis March 2002 - December 2002
Charles Schwab & Co., Inc January 1999 - June 2001
Skills
Legal Research, Human Resources, Legal Writing, Trials, Litigation, Arbitration, Employment Law, Mediation
Education
University of California, Davis - School of Law 2001 — 2004
Juris Doctor, 2004
University of California, Davis 1994 — 1998
Bachelor of Arts, History; history and Spanish literature
Molly Malone CFP® Molly Malone CFP®'s Charles Schwab & Co., Inc. Experience October 2005 - July 2007
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Charles Schwab November 2012 - June 2014
Schwab Private Client Investment Advisory, Inc July 2007 - October 2012
Charles Schwab & Co. Inc October 2005 - July 2007
Charles Schwab March 2002 - October 2005
Charles Schwab June 1999 - March 2002
Bank of America May 1996 - April 1999
Skills
Portfolio Management, Finance, Financial Risk, Sales, Series 63, Wealth Management..., Call Centers, Certified Financial..., Series 7, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Securities, Retirement Planning, Investment Strategies, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Management, Relationship Management, Strategic Financial..., Equities, Fixed Income, IRAs, Separately Managed..., High Net Worth..., ETFs, Wealth, Financial Planners
Education
University of Phoenix 2008 — 2012
Bachelor of Science, Business Administration
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Charles Schwab November 2012 - June 2014
Schwab Private Client Investment Advisory, Inc July 2007 - October 2012
Charles Schwab & Co. Inc October 2005 - July 2007
Charles Schwab March 2002 - October 2005
Charles Schwab June 1999 - March 2002
Bank of America May 1996 - April 1999
Skills
Portfolio Management, Finance, Financial Risk, Sales, Series 63, Wealth Management..., Call Centers, Certified Financial..., Series 7, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Securities, Retirement Planning, Investment Strategies, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Management, Relationship Management, Strategic Financial..., Equities, Fixed Income, IRAs, Separately Managed..., High Net Worth..., ETFs, Wealth, Financial Planners
Education
University of Phoenix 2008 — 2012
Bachelor of Science, Business Administration
Jackie Bevill Jackie Bevill's Charles Schwab & Co., Inc. Experience June 2002 - Present
Job VP Financial Consultant at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. June 2002 - Present
Education
Texas State University-San Marcos 1975 — 1979
Bachelor of Science in Business Education, Business
Charles Schwab & Co. Inc. June 2002 - Present
Education
Texas State University-San Marcos 1975 — 1979
Bachelor of Science in Business Education, Business
Patrick Cassidy, CFA Patrick Cassidy, CFA's Charles Schwab & Co., Inc. Experience January 1991 - January 1993
Job Director of Investment Implementation at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust Company 2010 - Present
Wilmington Trust 2002 - 2010
PNC Advisors January 1999 - January 2002
THE KILLEN GROUP January 1997 - January 1999
Mellon Bank January 1994 - January 1996
CHARLES SCHWAB & CO. INC January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs) January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO) January 1980 - January 1985
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Drexel University
Bachelor of Science, Business Administration
CFA
Wilmington Trust Company 2010 - Present
Wilmington Trust 2002 - 2010
PNC Advisors January 1999 - January 2002
THE KILLEN GROUP January 1997 - January 1999
Mellon Bank January 1994 - January 1996
CHARLES SCHWAB & CO. INC January 1991 - January 1993
FIRST OPTIONS OF CHICAGO(Division of Goldman Sachs) January 1986 - January 1990
THE CHICAGO CORPORATION(Division of ABN AMRO) January 1980 - January 1985
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Compliance, Institutional, Investment Policy, Asset Management, Portfolio Management, Derivatives, Risk Management, Asset Allocation, Hedge Funds, Trading
Education
Temple University - Fox School of Business and Management 1990 — 1992
MBA, Finance
Drexel University
Bachelor of Science, Business Administration
CFA
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
Christina Polischuk Christina Polischuk's Charles Schwab & Co., Inc. Experience 1992 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Goodwill Industries of San Francisco, San Mateo and Marin Counties 2003 - 2012
BlackRock 2009 - 2011
Barclays Global Investors 1993 - 2009
Fitness Anywhere, Inc. 2003 - 2005
Consultant 2002 - 2005
StraightThrough, Inc. 2000 - 2001
Charles Schwab & Co. Inc. 1992 - 1993
Greenwich Capital Markets 1986 - 1990
SeaLand Corporation 1984 - 1986
Citibank, NA 1980 - 1984
Skills
Strategy, Start-ups, Hedge Funds, Investments, Business Strategy, Business Planning, Leadership, Investment Banking, Equities, Business Analysis, Financial Services, Derivatives, Management, Fixed Income, Financial Risk, Mutual Funds, Capital Markets, Asset Management, Investment Management
Education
New York University School of Law 1981 — 1984
LLM Taxation
Villanova University School of Law 1977 — 1980
JD
University of Delaware
BA cum laude, International Relations/Business & Economics
Goodwill Industries of San Francisco, San Mateo and Marin Counties 2003 - 2012
BlackRock 2009 - 2011
Barclays Global Investors 1993 - 2009
Fitness Anywhere, Inc. 2003 - 2005
Consultant 2002 - 2005
StraightThrough, Inc. 2000 - 2001
Charles Schwab & Co. Inc. 1992 - 1993
Greenwich Capital Markets 1986 - 1990
SeaLand Corporation 1984 - 1986
Citibank, NA 1980 - 1984
Skills
Strategy, Start-ups, Hedge Funds, Investments, Business Strategy, Business Planning, Leadership, Investment Banking, Equities, Business Analysis, Financial Services, Derivatives, Management, Fixed Income, Financial Risk, Mutual Funds, Capital Markets, Asset Management, Investment Management
Education
New York University School of Law 1981 — 1984
LLM Taxation
Villanova University School of Law 1977 — 1980
JD
University of Delaware
BA cum laude, International Relations/Business & Economics
Keith Ingram Keith Ingram's Charles Schwab & Co., Inc. Experience August 2013 - August 2014
Job Project Coordinator/Business Analyst
Industry Investment Management
Experience
Charles Schwab & Co. Inc. August 2013 - August 2014
Charles Schwab & Co. Inc. July 2011 - January 2013
Genentech February 2010 - December 2010
AECOM/Ellerbe Becket October 2008 - February 2010
Pearson Education October 2003 - February 2008
Skills
Process Improvement, Creative Writing, Management, Microsoft Office, Project Management, Training
Education
SkillPath Seminars/Webinars 2006 — 2010
UC Berkeley Extension 1998 — 2008
HTML coding, Web Design and Graphics, Photography, Editorial Proofreading, Introduction to SQL
New York University School of Continuing Education 1984 — 1986
Certificate Program in Filmmaking
Queens College 1979 — 1983
BA, Communications
Charles Schwab & Co. Inc. August 2013 - August 2014
Charles Schwab & Co. Inc. July 2011 - January 2013
Genentech February 2010 - December 2010
AECOM/Ellerbe Becket October 2008 - February 2010
Pearson Education October 2003 - February 2008
Skills
Process Improvement, Creative Writing, Management, Microsoft Office, Project Management, Training
Education
SkillPath Seminars/Webinars 2006 — 2010
UC Berkeley Extension 1998 — 2008
HTML coding, Web Design and Graphics, Photography, Editorial Proofreading, Introduction to SQL
New York University School of Continuing Education 1984 — 1986
Certificate Program in Filmmaking
Queens College 1979 — 1983
BA, Communications
Arthur Zavala's Charles Schwab & Co., Inc. Experience January 2007 - November 2008
Job Mainframe Programmer/Analyst
Industry Information Technology and Services
Experience
Express Scripts August 2010 - March 2015
Charles Schwab & Co. Inc., January 2007 - November 2008
American Honda Motor Corp. November 2002 - November 2006
Charles Schwab & Co. Inc. July 2001 - October 2002
Household Finance Corp. May 1997 - June 2001
Nissan Motor Corp. October 1995 - May 1997
Kaiser Permanente Corp. April 1994 - October 1995
American Honda Motor Corp, February 1990 - April 1994
ARCO Products Inc. October 1989 - February 1990
New Zealand Railways Corp. September 1988 - September 1989
Skills
SDLC, DB2, JCL, COBOL, Requirements Analysis, Mainframe
Education
California State University-Northridge 1983 — 1986
Bachelor, Business Administration, 3.0
Computer Career College 1982 — 1983
Computer programming certificate, Computer Programming/Programmer, General, 3.5
Moorpark College 1980 — 1983
Information Management Systems, Information Technology, 3.0
Express Scripts August 2010 - March 2015
Charles Schwab & Co. Inc., January 2007 - November 2008
American Honda Motor Corp. November 2002 - November 2006
Charles Schwab & Co. Inc. July 2001 - October 2002
Household Finance Corp. May 1997 - June 2001
Nissan Motor Corp. October 1995 - May 1997
Kaiser Permanente Corp. April 1994 - October 1995
American Honda Motor Corp, February 1990 - April 1994
ARCO Products Inc. October 1989 - February 1990
New Zealand Railways Corp. September 1988 - September 1989
Skills
SDLC, DB2, JCL, COBOL, Requirements Analysis, Mainframe
Education
California State University-Northridge 1983 — 1986
Bachelor, Business Administration, 3.0
Computer Career College 1982 — 1983
Computer programming certificate, Computer Programming/Programmer, General, 3.5
Moorpark College 1980 — 1983
Information Management Systems, Information Technology, 3.0
Judith Noon Judith Noon's Charles Schwab & Co., Inc. Experience August 1989 - November 1998
Job Training Manager at Pulte Mortgage
Industry Financial Services
Experience
Pulte Mortgage July 2002 - Present
Nextel May 1999 - June 2002
Charles Schwab & Co. Inc. August 1989 - November 1998
Merrill Lynch May 1983 - May 1989
Skills
Blended Learning, Coaching, Soft Skills, Leadership Development, Customer Relations, Technical Training, SOP, Instructional Design, Call Center, Training Delivery, Needs Analysis, Mentoring, Curriculum Design, Instructor-led Training, Team Building, Staff Development, Technical Writing, ADDIE, Hiring, Team Management, Employee Relations, Onboarding, Curriculum Development, Team Leadership, Compliance, Call Centers, Leadership, Customer Service, CRM, Management, Training, Mortgage Lending
Education
Fort Lewis College 1977 — 1981
BA, Business Administration
Pulte Mortgage July 2002 - Present
Nextel May 1999 - June 2002
Charles Schwab & Co. Inc. August 1989 - November 1998
Merrill Lynch May 1983 - May 1989
Skills
Blended Learning, Coaching, Soft Skills, Leadership Development, Customer Relations, Technical Training, SOP, Instructional Design, Call Center, Training Delivery, Needs Analysis, Mentoring, Curriculum Design, Instructor-led Training, Team Building, Staff Development, Technical Writing, ADDIE, Hiring, Team Management, Employee Relations, Onboarding, Curriculum Development, Team Leadership, Compliance, Call Centers, Leadership, Customer Service, CRM, Management, Training, Mortgage Lending
Education
Fort Lewis College 1977 — 1981
BA, Business Administration
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
Leslie Y. Tabor's Charles Schwab & Co., Inc. Experience July 2008 - Present
Job Director Operational Services Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc July 2008 - Present
Charles Schwab & Co., Inc January 2007 - July 2008
Charles Schwab & Co., Inc October 2005 - December 2006
Charles Schwab & Co., Inc May 2004 - December 2005
Charles Schwab & Co., Inc October 1999 - May 2004
MCCALL STAFFING SERVICES January 1996 - October 1999
Education
University of Phoenix 1998 — 2001
BS, Accounting
Charles Schwab & Co., Inc July 2008 - Present
Charles Schwab & Co., Inc January 2007 - July 2008
Charles Schwab & Co., Inc October 2005 - December 2006
Charles Schwab & Co., Inc May 2004 - December 2005
Charles Schwab & Co., Inc October 1999 - May 2004
MCCALL STAFFING SERVICES January 1996 - October 1999
Education
University of Phoenix 1998 — 2001
BS, Accounting
Heidi Morshead Heidi Morshead's Charles Schwab & Co., Inc. Experience November 1995 - March 1997
Job Financial Advisor at Shira Ridge Wealth Management
Industry Financial Services
Experience
Shira Ridge Wealth Management June 2012 - Present
Westbridge Properties October 2011 - Present
Marin Financial Advisors, LLC January 2008 - September 2011
Portsmouth Financial Services March 1998 - July 2010
TranSierra Capital, LLC January 1998 - June 2005
Phoenix American, Inc 1997 - 1998
Charles Schwab & Co., Inc November 1995 - March 1997
Phoenix Leasing, Inc 1988 - 1995
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Asset Managment, Strategic Financial..., Business Development, Financial Analysis, Valuation, Finance, Financial Services, Securities, Asset Allocation
Education
Thunderbird School of Global Management 1985 — 1986
MBA/MIM, Finance
University of California, Santa Barbara 1980 — 1985
BA, International Relations/ French Literature
Shira Ridge Wealth Management June 2012 - Present
Westbridge Properties October 2011 - Present
Marin Financial Advisors, LLC January 2008 - September 2011
Portsmouth Financial Services March 1998 - July 2010
TranSierra Capital, LLC January 1998 - June 2005
Phoenix American, Inc 1997 - 1998
Charles Schwab & Co., Inc November 1995 - March 1997
Phoenix Leasing, Inc 1988 - 1995
Skills
Investments, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Asset Managment, Strategic Financial..., Business Development, Financial Analysis, Valuation, Finance, Financial Services, Securities, Asset Allocation
Education
Thunderbird School of Global Management 1985 — 1986
MBA/MIM, Finance
University of California, Santa Barbara 1980 — 1985
BA, International Relations/ French Literature
Alan Wing's Charles Schwab & Co., Inc. Experience October 1993 - October 2002
Job Production Manager at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis February 2015 - Present
TruGreen LandCare February 2013 - August 2014
Girard Environmental Services March 2011 - February 2013
Girard Environmental Services, Inc. September 2006 - January 2010
Charles Schwab & Co. Inc. October 1993 - October 2002
Precision Water Systems Inc. January 1987 - June 1993
Skills
Leadership, Leading Change, Management, Start-ups, Business Development, Budgets, Project Management, Sales, Negotiation, Customer Satisfaction, New Business Development, Team Building, Sales Management, Contract Negotiation, Operations Management, Construction, Process Improvement, Customer Retention, Customer Service, Contract Management, P&L Management, Analysis, Purchasing, Process Scheduler, Business Planning, Strategic Planning, Team Leadership, Account Management
Education
Leadership Seminole 2009 — 2010
Class 19
University of Phoenix 2001 — 2004
Bachelor, Business Management
Seminole State College of Florida 1984 — 1987
Associate, General Business
LexisNexis February 2015 - Present
TruGreen LandCare February 2013 - August 2014
Girard Environmental Services March 2011 - February 2013
Girard Environmental Services, Inc. September 2006 - January 2010
Charles Schwab & Co. Inc. October 1993 - October 2002
Precision Water Systems Inc. January 1987 - June 1993
Skills
Leadership, Leading Change, Management, Start-ups, Business Development, Budgets, Project Management, Sales, Negotiation, Customer Satisfaction, New Business Development, Team Building, Sales Management, Contract Negotiation, Operations Management, Construction, Process Improvement, Customer Retention, Customer Service, Contract Management, P&L Management, Analysis, Purchasing, Process Scheduler, Business Planning, Strategic Planning, Team Leadership, Account Management
Education
Leadership Seminole 2009 — 2010
Class 19
University of Phoenix 2001 — 2004
Bachelor, Business Management
Seminole State College of Florida 1984 — 1987
Associate, General Business
Mark Kizer, CFP Mark Kizer, CFP's Charles Schwab & Co., Inc. Experience October 2006 - September 2012
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Charles Schwab September 2012 - Present
Charles Schwab & Co. Inc. October 2006 - September 2012
AIG SunAmerica January 2006 - October 2006
Midwood Investments July 2005 - December 2005
Fifth Third Bank June 2001 - July 2005
BISYS Fund Services June 2001 - July 2005
Money Minds LLC March 2001 - June 2001
Budros, Ruhlin & Roe, Inc. February 1998 - February 2001
UPS September 1995 - June 1998
The Jacob Company 1997 - 1998
Education
The Ohio State University 1995 — 1998
Bachelor of Science, Actuarial Science
University of Arizona 1994 — 1995
No Degree, Mathmatics
William Carey University 1992 — 1993
No Degree, Mathmatics
US Airforce 1992 — 1992
No Degree, Avionics
University of Cincinnati 1989 — 1992
No Degree, Mechanical Engineering
Edison State Community College 1988 — 1989
NO Degree, Auto CAD/Engineering Design
The Ohio State University 1987 — 1989
No Degree, Physics / Philosophy / Mechanical Engineering
Sidney High School 1984 — 1987
Monica Quijada Monica Quijada's Charles Schwab & Co., Inc. Experience January 1998 - January 1999
Job Instructional Designer at Ticketmaster
Industry Entertainment
Experience
Ticketmaster July 2008 - Present
Phoenix Comicon January 2013 - May 2014
ASTD - Valley of the Sun January 2011 - December 2011
ASTD - Valley of the Sun January 2009 - December 2010
Televerde November 2005 - July 2008
Charles Schwab February 1999 - November 2004
Independent Contractor January 1998 - January 2004
Charles Schwab & Co. Inc January 1998 - January 1999
Greater Metropolitan Phoenix Boys and Girls Club January 1997 - January 1998
Skills
E-Learning, Team Building, Behavioral Interviewing, Instructional Design, Training, Adult Education, Distance Learning, Call Center, Instructor-led Training, Leadership Development, Performance Improvement, Leadership, Call Centers, Learning Management..., Executive Coaching, Blended Learning, Captivate, Onboarding, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Training, ADDIE, Employee Training, Camtasia, SnagIt, Organizational..., Performance Consulting, Organizational..., Organizational Learning
Education
University of Phoenix 2004 — 2005
Masters, Adult Education and Distance Learning
Arizona State University 1988 — 1994
BS Recreation, American Humanics
Peoria High School 1984 — 1988
Ticketmaster July 2008 - Present
Phoenix Comicon January 2013 - May 2014
ASTD - Valley of the Sun January 2011 - December 2011
ASTD - Valley of the Sun January 2009 - December 2010
Televerde November 2005 - July 2008
Charles Schwab February 1999 - November 2004
Independent Contractor January 1998 - January 2004
Charles Schwab & Co. Inc January 1998 - January 1999
Greater Metropolitan Phoenix Boys and Girls Club January 1997 - January 1998
Skills
E-Learning, Team Building, Behavioral Interviewing, Instructional Design, Training, Adult Education, Distance Learning, Call Center, Instructor-led Training, Leadership Development, Performance Improvement, Leadership, Call Centers, Learning Management..., Executive Coaching, Blended Learning, Captivate, Onboarding, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Training, ADDIE, Employee Training, Camtasia, SnagIt, Organizational..., Performance Consulting, Organizational..., Organizational Learning
Education
University of Phoenix 2004 — 2005
Masters, Adult Education and Distance Learning
Arizona State University 1988 — 1994
BS Recreation, American Humanics
Peoria High School 1984 — 1988
Maureen Leifheit, CAPM Maureen Leifheit, CAPM's Charles Schwab & Co., Inc. Experience July 2001 - January 2003
Job Financial Services Project Manager
Industry Financial Services
Experience
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Independent Consultant January 2003 - Present
CHARLES SCHWAB & CO., INC July 2001 - January 2003
Charles Schwab & Co May 1997 - July 2001
Charles Schwab October 1994 - May 1997
Charles Schwab & Co November 1993 - October 1994
Charles Schwab & Co January 1992 - January 1993
Charles Schwab & Co September 1989 - January 1992
McFARLAND ASSOCIATES January 1986 - January 1989
Education
San Jose State University
Bachelor of Science, Business Administration - Finance
Jasmine Sim Jasmine Sim's Charles Schwab & Co., Inc. Experience 1999 - 2008
Job Financial Advisor
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
Aflac March 2013 - Present
LBW Insurance & Financial Services November 2009 - March 2013
AXA Advisors August 2009 - December 2009
Mission to the World June 2008 - June 2009
Charles Schwab March 2000 - June 2008
Charles Schwab & Co. Inc. 1999 - 2008
Skills
Series 7, Retirement Planning, Series 66, PFP, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Insurance, Investment Strategies, Securities, Strategic Financial..., Life Insurance, Investments, Retirement, FINRA, IRAs, Financial Services, Asset Management, Portfolio Management, ETFs, Health Insurance, Long-term Care, High Net Worth..., Fixed Annuities, Financial Advisory, Employee Benefits, 401k, Disability Insurance, Wealth Management..., Term Life Insurance, Personal Financial..., 401k Rollovers, Alternative Investments, Financial Planning, Equities, Financial Analysis, Risk Management, Pensions, Fixed Income, Investment Management, Bonds
Education
University of California, Los Angeles 2003 — 2005
PFP, Personal Financial Planner
University of California, Irvine 1995 — 1999
BA, Economics
Van Nuys High School 1992 — 1995
Medical Magnet
Securities America, Inc. Member FINRA/SIPC September 2013 - Present
Aflac March 2013 - Present
LBW Insurance & Financial Services November 2009 - March 2013
AXA Advisors August 2009 - December 2009
Mission to the World June 2008 - June 2009
Charles Schwab March 2000 - June 2008
Charles Schwab & Co. Inc. 1999 - 2008
Skills
Series 7, Retirement Planning, Series 66, PFP, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Insurance, Investment Strategies, Securities, Strategic Financial..., Life Insurance, Investments, Retirement, FINRA, IRAs, Financial Services, Asset Management, Portfolio Management, ETFs, Health Insurance, Long-term Care, High Net Worth..., Fixed Annuities, Financial Advisory, Employee Benefits, 401k, Disability Insurance, Wealth Management..., Term Life Insurance, Personal Financial..., 401k Rollovers, Alternative Investments, Financial Planning, Equities, Financial Analysis, Risk Management, Pensions, Fixed Income, Investment Management, Bonds
Education
University of California, Los Angeles 2003 — 2005
PFP, Personal Financial Planner
University of California, Irvine 1995 — 1999
BA, Economics
Van Nuys High School 1992 — 1995
Medical Magnet
Vicki Berman's Charles Schwab & Co., Inc. Experience November 1995 - Present
Job Retirement Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co. Inc November 1995 - Present
Skills
Series 63, Banking, Mutual Funds, Series 7, FINRA, Investment Experience, Financial Services, Series 9/10, Retirement/Estates, Training, Cross-functional Team..., Investments, Retirement Planning, Management, Credit Risk, Quality Assurance, Real Estate Lending, Compliance, Trading, Equities, Options, Operations Management
Education
St. John's University 1980 — 1982
Elementary Education and Teaching Masters Program
City University of New York-Queens College 1975 — 1979
Bachelor of Science (BS), Education/Psychology
Charles Schwab & Co. Inc November 1995 - Present
Skills
Series 63, Banking, Mutual Funds, Series 7, FINRA, Investment Experience, Financial Services, Series 9/10, Retirement/Estates, Training, Cross-functional Team..., Investments, Retirement Planning, Management, Credit Risk, Quality Assurance, Real Estate Lending, Compliance, Trading, Equities, Options, Operations Management
Education
St. John's University 1980 — 1982
Elementary Education and Teaching Masters Program
City University of New York-Queens College 1975 — 1979
Bachelor of Science (BS), Education/Psychology
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
Jonathan Surridge Jonathan Surridge's Charles Schwab & Co., Inc. Experience March 2003 - March 2005
Job Experienced Chief Financial Officer
Industry Internet
Experience
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Victor Chen's Charles Schwab & Co., Inc. Experience October 1998 - January 2000
Job Director at Barkawi Management Consultants
Industry Logistics and Supply Chain
Experience
Barkawi Management Consultants June 2015 - Present
Steelwedge Software, Inc. January 2013 - June 2015
Univar May 2011 - November 2012
Booz Allen Hamilton June 2008 - May 2011
ConAgra Foods February 2007 - May 2008
ConAgra Foods October 2005 - February 2007
MEB Consulting LLC September 2003 - September 2005
Manugistics May 2001 - August 2003
Manugistics February 2000 - May 2001
Charles Schwab & Co., Inc October 1998 - January 2000
Skills
SAP R/3, Oracle Applications, Monitors, Supply Chain, Supply Chain Management, Supply Chain..., Manugistics, Demand Planning, Logistics, ERP, Business Process, SAP, Warehouse Management, Business Process..., Process Improvement, Materials Management, JDA, Business Analysis, Transportation..., Supply Chain Operations, Logistics Management
Education
Towson University 1996 — 1998
Bachelor of Science, Business; Finance & Economics
Barkawi Management Consultants June 2015 - Present
Steelwedge Software, Inc. January 2013 - June 2015
Univar May 2011 - November 2012
Booz Allen Hamilton June 2008 - May 2011
ConAgra Foods February 2007 - May 2008
ConAgra Foods October 2005 - February 2007
MEB Consulting LLC September 2003 - September 2005
Manugistics May 2001 - August 2003
Manugistics February 2000 - May 2001
Charles Schwab & Co., Inc October 1998 - January 2000
Skills
SAP R/3, Oracle Applications, Monitors, Supply Chain, Supply Chain Management, Supply Chain..., Manugistics, Demand Planning, Logistics, ERP, Business Process, SAP, Warehouse Management, Business Process..., Process Improvement, Materials Management, JDA, Business Analysis, Transportation..., Supply Chain Operations, Logistics Management
Education
Towson University 1996 — 1998
Bachelor of Science, Business; Finance & Economics
Bob Holton's Charles Schwab & Co., Inc. Experience June 2014 - Present
Job Senior Manager, Change Management at Charles Schwab
Industry Professional Training & Coaching
Experience
Charles Schwab & Co., Inc June 2014 - Present
MillerCoors August 2008 - August 2013
Molson Coors Brewing Co. September 2007 - August 2008
Coors Brewing Company February 2003 - September 2007
Federal Dept of Justice 1995 - 2003
Federal Dept of Justice September 1989 - November 1995
Skills
Organizational..., Leadership Development, Training, Change Management, Leadership, Instructional Design, Organizational..., Performance Improvement, Management, Program Management, Coaching, Organizational Design, Analysis, Team Building, Staff Development, Executive Coaching, Performance Management, Cross-functional Team..., Succession Planning, Process Improvement, Strategy, Workshop Facilitation, Operational Excellence, Labor Relations, Mentoring, ADDIE, Home Theater Design
Education
University of Colorado at Denver 2008 — 2009
MS, Management and Organization
San Jose State University 1979 — 1982
MS candidate, Criminal Justice Administration
University of California, Irvine 1977 — 1979
BA, Social Ecology
Charles Schwab & Co., Inc June 2014 - Present
MillerCoors August 2008 - August 2013
Molson Coors Brewing Co. September 2007 - August 2008
Coors Brewing Company February 2003 - September 2007
Federal Dept of Justice 1995 - 2003
Federal Dept of Justice September 1989 - November 1995
Skills
Organizational..., Leadership Development, Training, Change Management, Leadership, Instructional Design, Organizational..., Performance Improvement, Management, Program Management, Coaching, Organizational Design, Analysis, Team Building, Staff Development, Executive Coaching, Performance Management, Cross-functional Team..., Succession Planning, Process Improvement, Strategy, Workshop Facilitation, Operational Excellence, Labor Relations, Mentoring, ADDIE, Home Theater Design
Education
University of Colorado at Denver 2008 — 2009
MS, Management and Organization
San Jose State University 1979 — 1982
MS candidate, Criminal Justice Administration
University of California, Irvine 1977 — 1979
BA, Social Ecology
Athena Dai's Charles Schwab & Co., Inc. Experience September 2009 - November 2011
Job
Industry Marketing and Advertising
Experience
MarketShare February 2015 - Present
MarketShare January 2014 - January 2015
MarketShare November 2011 - December 2013
Charles Schwab & Co. Inc September 2009 - November 2011
Charles Schwab & Co. Inc April 2007 - August 2009
Quinstreet Inc. September 2005 - March 2007
UCLA Anderson School of Management Marketing Department September 2003 - June 2005
School of Journalism and Communication at Ohio State University September 2001 - June 2003
Beijing Evening News August 2000 - July 2001
Ogilvy & Mather Beijing Office January 2000 - August 2000
Skills
SAS Base, SAS ETS, SAS STAT, SAS Macro, SAS Enterprise Miner, SAS Forecast Studio, SPSS, Eviews, Matlab, CART, Microsoft Excel, SAS, Analytics, Predictive Modeling, Data Analysis, Database Marketing, Strategy, Direct Marketing, Web Analytics, Cross-functional Team..., Product Marketing, SEM, Online Marketing, Marketing Analytics, Marketing Strategy, Google Analytics, Customer Insight, Predictive Analytics, Segmentation, Forecasting, Statistical Modeling, Management, Marketing, Market Research, Competitive Analysis, Digital Marketing, Leadership
Education
UCLA 2003 — 2005
MS
The Ohio State University 2001 — 2003
MA
Peking University 1996 — 2000
BA
MarketShare February 2015 - Present
MarketShare January 2014 - January 2015
MarketShare November 2011 - December 2013
Charles Schwab & Co. Inc September 2009 - November 2011
Charles Schwab & Co. Inc April 2007 - August 2009
Quinstreet Inc. September 2005 - March 2007
UCLA Anderson School of Management Marketing Department September 2003 - June 2005
School of Journalism and Communication at Ohio State University September 2001 - June 2003
Beijing Evening News August 2000 - July 2001
Ogilvy & Mather Beijing Office January 2000 - August 2000
Skills
SAS Base, SAS ETS, SAS STAT, SAS Macro, SAS Enterprise Miner, SAS Forecast Studio, SPSS, Eviews, Matlab, CART, Microsoft Excel, SAS, Analytics, Predictive Modeling, Data Analysis, Database Marketing, Strategy, Direct Marketing, Web Analytics, Cross-functional Team..., Product Marketing, SEM, Online Marketing, Marketing Analytics, Marketing Strategy, Google Analytics, Customer Insight, Predictive Analytics, Segmentation, Forecasting, Statistical Modeling, Management, Marketing, Market Research, Competitive Analysis, Digital Marketing, Leadership
Education
UCLA 2003 — 2005
MS
The Ohio State University 2001 — 2003
MA
Peking University 1996 — 2000
BA
Willie Sugay's Charles Schwab & Co., Inc. Experience April 1999 - December 2002
Job Program Manager at PayPal
Industry Computer Software
Experience
PayPal June 2011 - Present
Wells Fargo / Charles Schwab January 2009 - June 2011
eSurance January 2008 - January 2009
Communication Intelligence Corp. 2005 - 2006
Vikiwi April 2004 - November 2005
Charles Schwab & Co., Inc April 1999 - December 2002
Skills
PMP, Scrum, Software Project..., Agile Methodologies, Program Management, SDLC, RUP Methodologies, CMMI, Six Sigma, Certified Pricing...
Education
University of Maryland University College
Masters, Software Engineering
University of San Francisco
BS, Computer Engineering
University of San Francisco
BS, Electronics Physics
PayPal June 2011 - Present
Wells Fargo / Charles Schwab January 2009 - June 2011
eSurance January 2008 - January 2009
Communication Intelligence Corp. 2005 - 2006
Vikiwi April 2004 - November 2005
Charles Schwab & Co., Inc April 1999 - December 2002
Skills
PMP, Scrum, Software Project..., Agile Methodologies, Program Management, SDLC, RUP Methodologies, CMMI, Six Sigma, Certified Pricing...
Education
University of Maryland University College
Masters, Software Engineering
University of San Francisco
BS, Computer Engineering
University of San Francisco
BS, Electronics Physics
Radha Krishnaswamy's Charles Schwab & Co., Inc. Experience 2003 - 2005
Job Vice President, Online Banking Product Management at Bank of the West
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Bank of the West February 2015 - Present
Bank of the West August 2014 - Present
Consultant at Wells Fargo 2013 - August 2014
Yahoo! 2011 - 2013
Charles Schwab 2005 - 2011
Charles Schwab & Co. Inc. 2003 - 2005
Intuit 2002 - 2003
E*TRADE Financial 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Product Management, Cross-functional Team..., User Experience, Agile Methodologies, Web Analytics, Mobile Devices, Requirements Analysis, Financial Services, Integration, Product Development, Mobile Applications, Agile Project Management, Online Products, Business Requirements, Competitive Analysis, Web Applications, Strategy, Management, Agile, Electronic Funds..., Product Strategy, Mobile Apps, Online Retail, Usability Testing, Mobile, Six Sigma, Leadership
Education
University of California, Berkeley
MBA, Management
University of Delhi, India
Master of Philosophy (M.Phil.), Operations Research
University of Delhi, India
Master of Arts (M.A.), Operations Research
Richard Weinapple's Charles Schwab & Co., Inc. Experience October 2001 - June 2003
Job Senior Software Q/A Engineer at Apple, Inc; Certified Iyengar Yoga Teacher at California Yoga Center
Industry Computer Software
Experience
Apple, Inc. August 2003 - Present
California Yoga Center 1988 - Present
Charles Schwab & Co, Inc October 2001 - June 2003
Big Chief Software October 1999 - September 2001
Software Publishing Corporation 1984 - 1987
California Institute of Technology 1977 - 1979
Skills
Objective-C, Perl, iPhone, Xcode, Unix, iOS, Software Development, Software Engineering, Agile Methodologies, C++, Distributed Systems, Mac OS X
Education
Iyengar Yoga Institute of San Francisco 2013 — 2014
RYT 500, Advanced Studies / Teacher Training
Caltech 1972 — 1977
Apple, Inc. August 2003 - Present
California Yoga Center 1988 - Present
Charles Schwab & Co, Inc October 2001 - June 2003
Big Chief Software October 1999 - September 2001
Software Publishing Corporation 1984 - 1987
California Institute of Technology 1977 - 1979
Skills
Objective-C, Perl, iPhone, Xcode, Unix, iOS, Software Development, Software Engineering, Agile Methodologies, C++, Distributed Systems, Mac OS X
Education
Iyengar Yoga Institute of San Francisco 2013 — 2014
RYT 500, Advanced Studies / Teacher Training
Caltech 1972 — 1977
Skip Rhudy's Charles Schwab & Co., Inc. Experience January 2009 - March 2011
Job QA Architect at Bluefly
Industry Information Technology and Services
Experience
Bluefly March 2015 - Present
Applied Medical Computing March 2011 - Present
Onlife March 2014 - December 2014
VersaSuite - Integrated Healthcare Solutions October 2012 - February 2013
Charles Schwab & Co, Inc January 2009 - March 2011
Skills
Software Development, Web Services, SOA, Software Engineering, Integration, Enterprise Architecture, Agile Methodologies, Microsoft SQL Server, Enterprise Software, Security, Software Design, .NET, TCP/IP, SDLC, Linux, SOAP, Visual Studio, Design Patterns, Requirements Analysis, JavaScript, Architecture, WCF, Scrum, Java, Network Security, Architectures, CSS, Software Project..., Testing, XMPP, Mobile Web Design, HTML 5, HL7, Health Information..., Node.js, CSS3, EMRs, Test Automation
Education
Georgia Institute of Technology 2014 — 2017
Master of Science, Computer Science
Texas State University-San Marcos 1999 — 2001
NA, Computer Science
Austin Community College 1999 — 2000
NA, Computer Science
The University of Texas at Austin 1985 — 1991
BS, Geology
Bluefly March 2015 - Present
Applied Medical Computing March 2011 - Present
Onlife March 2014 - December 2014
VersaSuite - Integrated Healthcare Solutions October 2012 - February 2013
Charles Schwab & Co, Inc January 2009 - March 2011
Skills
Software Development, Web Services, SOA, Software Engineering, Integration, Enterprise Architecture, Agile Methodologies, Microsoft SQL Server, Enterprise Software, Security, Software Design, .NET, TCP/IP, SDLC, Linux, SOAP, Visual Studio, Design Patterns, Requirements Analysis, JavaScript, Architecture, WCF, Scrum, Java, Network Security, Architectures, CSS, Software Project..., Testing, XMPP, Mobile Web Design, HTML 5, HL7, Health Information..., Node.js, CSS3, EMRs, Test Automation
Education
Georgia Institute of Technology 2014 — 2017
Master of Science, Computer Science
Texas State University-San Marcos 1999 — 2001
NA, Computer Science
Austin Community College 1999 — 2000
NA, Computer Science
The University of Texas at Austin 1985 — 1991
BS, Geology
Anthony Shortland's Charles Schwab & Co., Inc. Experience July 2002 - September 2006
Job Senior Manager, Platform Services at Apple
Industry Internet
Experience
Apple February 2013 - Present
DTO Solutions, Inc. October 2006 - December 2012
ControlTier Software Inc. October 2006 - August 2009
Charles Schwab & Co. Inc July 2002 - September 2006
E*TRADE Financial June 1998 - June 2002
Tanning Technology June 1998 - June 2001
Fidelity Investments February 1994 - June 1998
Perot Systems Europe Ltd. January 1993 - January 1994
Churchill Insurance Company Ltd February 1989 - November 1992
J D Anderson & Co. Inc. January 1986 - September 1988
Skills
Linux, Cloud Computing, Unix, SaaS, Agile Methodologies, DevOps, Release Engineering, Service Deployment, Application Lifecycle..., Consulting and..., Technical and business..., Build process automation, Software Packaging, Orchestration, Continuous Integration, Lean IT
Education
University of Cape Town 1983 — 1985
B.Sc., Computer Science
Apple February 2013 - Present
DTO Solutions, Inc. October 2006 - December 2012
ControlTier Software Inc. October 2006 - August 2009
Charles Schwab & Co. Inc July 2002 - September 2006
E*TRADE Financial June 1998 - June 2002
Tanning Technology June 1998 - June 2001
Fidelity Investments February 1994 - June 1998
Perot Systems Europe Ltd. January 1993 - January 1994
Churchill Insurance Company Ltd February 1989 - November 1992
J D Anderson & Co. Inc. January 1986 - September 1988
Skills
Linux, Cloud Computing, Unix, SaaS, Agile Methodologies, DevOps, Release Engineering, Service Deployment, Application Lifecycle..., Consulting and..., Technical and business..., Build process automation, Software Packaging, Orchestration, Continuous Integration, Lean IT
Education
University of Cape Town 1983 — 1985
B.Sc., Computer Science
Michael J. Mussio, CFA, CFP®'s Charles Schwab & Co., Inc. Experience September 2000 - August 2006
Job Managing Director; FBB Capital Partners
Industry Investment Management
Experience
FBB Capital Partners August 2013 - Present
FBB Capital Partners January 2008 - Present
Dominion Enterprises May 2007 - August 2007
Charles Schwab & Co. Inc. September 2000 - August 2006
Skills
Asset Management, Mergers & Acquisitions, Bonds, Strategic Financial..., Equities, Investment Strategies, Portfolio Management, Mergers, Investments, Certified Financial..., Financial Modeling, Wealth Management, High Net Worth..., Asset Managment, Finance, Strategy, Financial Analysis, Mutual Funds, Asset Allocation, Management, Investment Advisory, Retirement Planning, Valuation, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
Ohio University 1996 — 2000
Bachelor of Business Administration, Marketing, Finance, Pre-Law
Northridge High School
FBB Capital Partners August 2013 - Present
FBB Capital Partners January 2008 - Present
Dominion Enterprises May 2007 - August 2007
Charles Schwab & Co. Inc. September 2000 - August 2006
Skills
Asset Management, Mergers & Acquisitions, Bonds, Strategic Financial..., Equities, Investment Strategies, Portfolio Management, Mergers, Investments, Certified Financial..., Financial Modeling, Wealth Management, High Net Worth..., Asset Managment, Finance, Strategy, Financial Analysis, Mutual Funds, Asset Allocation, Management, Investment Advisory, Retirement Planning, Valuation, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
Ohio University 1996 — 2000
Bachelor of Business Administration, Marketing, Finance, Pre-Law
Northridge High School
Jimmie Lister's Charles Schwab & Co., Inc. Experience August 2013 - Present
Job Database Administrator at Charles Schwab & Co. Inc.
Industry Investment Management
Experience
Charles Schwab & Co. Inc. August 2013 - Present
Randstad Technologies April 2013 - August 2013
Matson Navigation, Inc. December 2005 - April 2013
Skills
DB2, MySQL, & Oracle..., SQL, Databases, SDLC, Data Modeling, PL/SQL, Disaster Recovery, Database Administration, ETL, Windows Server, Database Design, Enterprise Architecture, Data Warehousing
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Management Information Systems
Charles Schwab & Co. Inc. August 2013 - Present
Randstad Technologies April 2013 - August 2013
Matson Navigation, Inc. December 2005 - April 2013
Skills
DB2, MySQL, & Oracle..., SQL, Databases, SDLC, Data Modeling, PL/SQL, Disaster Recovery, Database Administration, ETL, Windows Server, Database Design, Enterprise Architecture, Data Warehousing
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Management Information Systems
Carol Buonagurio's Charles Schwab & Co., Inc. Experience Senior Staff, Data ServicesCharles Schwab & Co. Inc.2000 - Present
Job Senior Staff, Data Services at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. Senior Staff, Data ServicesCharles Schwab & Co. Inc.2000 - Present
Education
San Francisco State University
Charles Schwab & Co. Inc. Senior Staff, Data ServicesCharles Schwab & Co. Inc.2000 - Present
Education
San Francisco State University
Daryl Ewick's Charles Schwab & Co., Inc. Experience December 2006 - Present
Job Registered Rep at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. December 2006 - Present
Education
University of Indianapolis 1989 — 1993
Charles Schwab & Co. Inc. December 2006 - Present
Education
University of Indianapolis 1989 — 1993
Bruce Huang's Charles Schwab & Co., Inc. Experience July 1999 - Present
Job Technical Director at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab & Co., Inc July 1999 - Present
IBM 1996 - 1999
AGT International, Inc. 1993 - 1994
Education
University of Arizona 1995 — 1997
MS, Computer Science
University of Southern California 1989 — 1993
Charles Schwab & Co., Inc July 1999 - Present
IBM 1996 - 1999
AGT International, Inc. 1993 - 1994
Education
University of Arizona 1995 — 1997
MS, Computer Science
University of Southern California 1989 — 1993
Ric Peoples's Charles Schwab & Co., Inc. Experience April 1999 - July 1999
Job Computer Software Professional
Industry Computer Software
Experience
West Valley Staffing Group 2009 - 2010
Foothill College / Network Security Training June 2006 - December 2006
Volt Workforce Solutions 2001 - 2003
IBM Global Services July 2000 - November 2000
OpenTV April 2000 - June 2000
Kerbango March 2000 - April 2000
Ultratech Stepper, Inc. November 1999 - March 2000
Openwave (was Phone.com) August 1999 - September 1999
Charles Schwab & Co. Inc. April 1999 - July 1999
Space Systems / Loral = SS/L August 1998 - February 1999
Education
Foothill College 2006 — 2006
Network Security
De Anza College 1975 — 2006
Computer Languages and Operating Systems Design
ProMatch 2003 — 2003
West Valley College 1974 — 1984
Electronics Theory and Hardware
US Navy Nuclear Power School 1973 — 1973
US Navy Electronics "A" School 1972 — 1972
US Navy Electronics "C" School - Communications 1972 — 1972
US Navy Electronics "C" School - Radar 1972 — 1972
West Valley College 1969 — 1971
Computer Languages
West Valley Staffing Group 2009 - 2010
Foothill College / Network Security Training June 2006 - December 2006
Volt Workforce Solutions 2001 - 2003
IBM Global Services July 2000 - November 2000
OpenTV April 2000 - June 2000
Kerbango March 2000 - April 2000
Ultratech Stepper, Inc. November 1999 - March 2000
Openwave (was Phone.com) August 1999 - September 1999
Charles Schwab & Co. Inc. April 1999 - July 1999
Space Systems / Loral = SS/L August 1998 - February 1999
Education
Foothill College 2006 — 2006
Network Security
De Anza College 1975 — 2006
Computer Languages and Operating Systems Design
ProMatch 2003 — 2003
West Valley College 1974 — 1984
Electronics Theory and Hardware
US Navy Nuclear Power School 1973 — 1973
US Navy Electronics "A" School 1972 — 1972
US Navy Electronics "C" School - Communications 1972 — 1972
US Navy Electronics "C" School - Radar 1972 — 1972
West Valley College 1969 — 1971
Computer Languages
Molly Martin Cordle's Charles Schwab & Co., Inc. Experience July 2004 - Present
Job Senior Field Marketing Manager at Charles Schwab & Co. Inc
Industry Financial Services
Experience
Charles Schwab & Co. Inc July 2004 - Present
Tarkenton Financial April 2002 - July 2004
Teligent 1998 - 2001
MCI Telecommunications 1995 - 1998
Skills
Cross-functional Team..., Financial Services, Integrated Marketing, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Strategic Partnerships, Strategic Planning, Strategy
Education
The University of Georgia 1990 — 1994
Roswell High Scholl 1987 — 1990
Charles Schwab & Co. Inc July 2004 - Present
Tarkenton Financial April 2002 - July 2004
Teligent 1998 - 2001
MCI Telecommunications 1995 - 1998
Skills
Cross-functional Team..., Financial Services, Integrated Marketing, Lead Generation, Leadership, Management, Marketing, Marketing Strategy, Strategic Partnerships, Strategic Planning, Strategy
Education
The University of Georgia 1990 — 1994
Roswell High Scholl 1987 — 1990
Ann Marie Mantz's Charles Schwab & Co., Inc. Experience August 2005 - July 2008
Job On Sabbatical and loving it! Whooo hooo!!
Industry Staffing and Recruiting
Experience
On Sabbatical - and loving it!! January 2015 - Present
Systems Integration Solutions May 2012 - December 2014
Charles Schwab February 2009 - September 2010
Charles Schwab August 2008 - September 2010
Charles Schwab & Co, Inc August 2005 - July 2008
Systems Integration Solutions (SIS, Inc) 1995 - 2004
Skills
Talent Acquisition, Technical Recruiting, Financial Services, Career Development..., Screening, Training, Interviews, Job Coaching, Resume Writing, Screening Resumes, Hiring, Performance Management, Organizational..., Benefits Negotiation, Staffing Services, Human Resources, Vendor Management, SDLC, Management, Recruiting, Applicant Tracking..., Strategy
Education
Eastern Washington University 1985 — 1991
Sociology, Japanese
Kansai Gaidai University 1987 — 1988
On Sabbatical - and loving it!! January 2015 - Present
Systems Integration Solutions May 2012 - December 2014
Charles Schwab February 2009 - September 2010
Charles Schwab August 2008 - September 2010
Charles Schwab & Co, Inc August 2005 - July 2008
Systems Integration Solutions (SIS, Inc) 1995 - 2004
Skills
Talent Acquisition, Technical Recruiting, Financial Services, Career Development..., Screening, Training, Interviews, Job Coaching, Resume Writing, Screening Resumes, Hiring, Performance Management, Organizational..., Benefits Negotiation, Staffing Services, Human Resources, Vendor Management, SDLC, Management, Recruiting, Applicant Tracking..., Strategy
Education
Eastern Washington University 1985 — 1991
Sociology, Japanese
Kansai Gaidai University 1987 — 1988
Karina Wong's Charles Schwab & Co., Inc. Experience June 1999 - February 2001
Job Project Coordinator
Industry Banking
Experience
KPMG October 2007 - November 2009
Wells Fargo Home Mortgage April 2005 - October 2007
Bay One Real Estate Investment Co September 2004 - March 2005
China Airlines, Inc March 2001 - September 2004
Charles Schwab & Co, Inc June 1999 - February 2001
Education
California State University-East Bay
Bachelor of Science Degree, Business Administration; an emphasis in Finance
KPMG October 2007 - November 2009
Wells Fargo Home Mortgage April 2005 - October 2007
Bay One Real Estate Investment Co September 2004 - March 2005
China Airlines, Inc March 2001 - September 2004
Charles Schwab & Co, Inc June 1999 - February 2001
Education
California State University-East Bay
Bachelor of Science Degree, Business Administration; an emphasis in Finance
Sean McMahan's Charles Schwab & Co., Inc. Experience May 2006 - January 2008
Job Experienced Paralegal
Industry Telecommunications
Experience
Purple Communications, Inc July 2009 - January 2010
City and County of San Francisco January 2008 - May 2009
20/20 Optical 2008 - 2009
Charles Schwab & Co. Inc. May 2006 - January 2008
Bradley, Curley, Asiano, Barrabee & Crawford PC July 2004 - May 2006
Education
San Francisco State University 2007 — 2009
Paralegal Certificate, Paralegal Studies
University of Portland 2000 — 2004
BA, Criminal Justice and Spanish
Purple Communications, Inc July 2009 - January 2010
City and County of San Francisco January 2008 - May 2009
20/20 Optical 2008 - 2009
Charles Schwab & Co. Inc. May 2006 - January 2008
Bradley, Curley, Asiano, Barrabee & Crawford PC July 2004 - May 2006
Education
San Francisco State University 2007 — 2009
Paralegal Certificate, Paralegal Studies
University of Portland 2000 — 2004
BA, Criminal Justice and Spanish
Ray Ferngren MBA CRPC®'s Charles Schwab & Co., Inc. Experience 2000 - 2005
Job Pension Administration Manager at City of Jacksonville
Industry Government Administration
Experience
City of Jacksonville March 2013 - Present
Merrill Lynch January 2006 - March 2013
Charles Schwab & Co. Inc. 2000 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Fixed Annuities, Portfolio Management, Strategic Financial..., Financial Planning, Equities, Fixed Income, ETFs, Trading, IRAs, 401k, Payroll
Education
University of Phoenix 2003 — 2005
MBA, Accounting, Management
Barry University 1996 — 1997
Bachelor of Business Administration
Florida State University 1980 — 1984
Business Admin, Accounting, Management
Cardinal Gibbons High School, Ft. Lauderdale
College Prep
City of Jacksonville March 2013 - Present
Merrill Lynch January 2006 - March 2013
Charles Schwab & Co. Inc. 2000 - 2005
Skills
Investments, Series 7, Mutual Funds, Retirement Planning, Financial Services, Financial Advisory, Finance, Asset Allocation, Securities, Fixed Annuities, Portfolio Management, Strategic Financial..., Financial Planning, Equities, Fixed Income, ETFs, Trading, IRAs, 401k, Payroll
Education
University of Phoenix 2003 — 2005
MBA, Accounting, Management
Barry University 1996 — 1997
Bachelor of Business Administration
Florida State University 1980 — 1984
Business Admin, Accounting, Management
Cardinal Gibbons High School, Ft. Lauderdale
College Prep
Amy Snyder's Charles Schwab & Co., Inc. Experience July 1999 - March 2006
Job Senior Compliance Manager, Communications with the Public at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Janus Capital Group, Inc March 2008 - October 2011
ING North America Insurance Corporation October 2007 - March 2008
The Deitz Group of RE/MAX 100, Inc April 2006 - December 2006
Charles Schwab & Co., Inc July 1999 - March 2006
Charles Schwab & Co. Inc. July 1999 - June 2001
GYMBOREE CORPORATION January 1998 - January 1999
Austin Independent School District January 1997 - January 1998
Skills
Securities, SEC regulations, Investments, FINRA, Compliance, Series 7, Mutual Funds, Equities, Investment Advisory, Risk Management, Financial Services, Asset Management, Fixed Income
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Science, Applied Learning and Development
University of Oregon 1993 — 1994
Political Science
Charles Schwab January 2012 - Present
Janus Capital Group, Inc March 2008 - October 2011
ING North America Insurance Corporation October 2007 - March 2008
The Deitz Group of RE/MAX 100, Inc April 2006 - December 2006
Charles Schwab & Co., Inc July 1999 - March 2006
Charles Schwab & Co. Inc. July 1999 - June 2001
GYMBOREE CORPORATION January 1998 - January 1999
Austin Independent School District January 1997 - January 1998
Skills
Securities, SEC regulations, Investments, FINRA, Compliance, Series 7, Mutual Funds, Equities, Investment Advisory, Risk Management, Financial Services, Asset Management, Fixed Income
Education
The University of Texas at Austin 1994 — 1998
Bachelor of Science, Applied Learning and Development
University of Oregon 1993 — 1994
Political Science
Fil Lacap's Charles Schwab & Co., Inc. Experience January 1999 - September 2003
Job Service Account Manager, NASDAQ
Industry Education Management
Experience
NASDAQ OMX December 2011 - Present
Academy of Art University March 2007 - December 2011
Cushman & Wakefield 2004 - 2007
Charles Schwab & Co., Inc January 1999 - September 2003
BigOnline.com October 1998 - July 1999
Skills
Salesforce.com, Management, Customer Service, Event Planning, Microsoft Office, PeopleSoft, Project Management, Social Media, Public Speaking
Education
San Francisco State University
B.A, Broadcast Electronic Communication of the Arts
NASDAQ OMX December 2011 - Present
Academy of Art University March 2007 - December 2011
Cushman & Wakefield 2004 - 2007
Charles Schwab & Co., Inc January 1999 - September 2003
BigOnline.com October 1998 - July 1999
Skills
Salesforce.com, Management, Customer Service, Event Planning, Microsoft Office, PeopleSoft, Project Management, Social Media, Public Speaking
Education
San Francisco State University
B.A, Broadcast Electronic Communication of the Arts
Lowen, Charles's Charles Schwab & Co., Inc. Experience January 1999 - July 1999
Job Vice President Institutional Sales Trading Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 1999 - Present
Charles Schwab & CO., Inc January 1999 - July 1999
Franklin Templeton Investments May 1998 - January 1999
Paine Webber Inc. May 1996 - August 1996
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology Major, Business Minor
Credit Suisse July 1999 - Present
Charles Schwab & CO., Inc January 1999 - July 1999
Franklin Templeton Investments May 1998 - January 1999
Paine Webber Inc. May 1996 - August 1996
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology Major, Business Minor
Christopher Boesch, CFA, CFP's Charles Schwab & Co., Inc. Experience January 2004 - Present
Job Investment Management Professional
Industry Investment Management
Experience
CHARLES SCHWAB & CO., INC January 2004 - Present
CHARLES SCHWAB & CO., INC January 1999 - January 2004
Skills
Mutual Funds, Portfolio Management, Investment Strategies
Education
University of Central Florida - College of Business Administration 1988 — 1992
University of Central Florida
Bachelor of Science Degree, Business Administration; Finance; Member
CHARLES SCHWAB & CO., INC January 2004 - Present
CHARLES SCHWAB & CO., INC January 1999 - January 2004
Skills
Mutual Funds, Portfolio Management, Investment Strategies
Education
University of Central Florida - College of Business Administration 1988 — 1992
University of Central Florida
Bachelor of Science Degree, Business Administration; Finance; Member
Gerald L Ashby's Charles Schwab & Co., Inc. Experience August 2006 - July 2007
Job Performance Engineer at UnitedHealth Group
Industry Information Technology and Services
Experience
Southbay Community Church August 2015 - Present
UnitedHealth Group August 2013 - August 2015
CA Technologies 2009 - July 2013
Department of Industrial Relations June 2009 - September 2009
Robert Half International Inc November 2008 - April 2009
PowerTest 2004 - 2009
Spansion Inc October 2007 - October 2008
Lawrence Livermore Labs July 2007 - October 2007
Charles Schwab & Co. Inc August 2006 - July 2007
Genentech Inc September 2005 - July 2006
Skills
Testing, Performance Testing, LoadRunner, Integration, Test Automation, Software Development, Quality Center, Software Quality..., Performance Engineering, Manual Testing, QTP, Performance Tuning, Test Planning, Load Testing, Quality Assurance, Regression Testing, Agile Methodologies, Selenium, Test Cases, Software Documentation, Databases, Weblogic, Web Applications, JMeter, Oracle, Java Enterprise Edition, WinRunner, Test Management, Tomcat, Automation, Defect Tracking, JIRA, System Testing, Test Strategy, Scrum, Unix, Scalability, HP QTP, HP Quality Center, SilkTest, SDLC, SOA, Performance Center, Shell Scripting
Education
San Jose State University 1976 — 1982
San Jose City College 1975 — 1976
Southbay Community Church August 2015 - Present
UnitedHealth Group August 2013 - August 2015
CA Technologies 2009 - July 2013
Department of Industrial Relations June 2009 - September 2009
Robert Half International Inc November 2008 - April 2009
PowerTest 2004 - 2009
Spansion Inc October 2007 - October 2008
Lawrence Livermore Labs July 2007 - October 2007
Charles Schwab & Co. Inc August 2006 - July 2007
Genentech Inc September 2005 - July 2006
Skills
Testing, Performance Testing, LoadRunner, Integration, Test Automation, Software Development, Quality Center, Software Quality..., Performance Engineering, Manual Testing, QTP, Performance Tuning, Test Planning, Load Testing, Quality Assurance, Regression Testing, Agile Methodologies, Selenium, Test Cases, Software Documentation, Databases, Weblogic, Web Applications, JMeter, Oracle, Java Enterprise Edition, WinRunner, Test Management, Tomcat, Automation, Defect Tracking, JIRA, System Testing, Test Strategy, Scrum, Unix, Scalability, HP QTP, HP Quality Center, SilkTest, SDLC, SOA, Performance Center, Shell Scripting
Education
San Jose State University 1976 — 1982
San Jose City College 1975 — 1976
Howard Dade's Charles Schwab & Co., Inc. Experience November 1989 - October 2002
Job Ride Share Transportation Specialist at Lyft
Industry Restaurants
Experience
Lyft August 2013 - Present
Rose’s Café December 2011 - December 2012
Escomida, LLC dba Howie’s Café January 2007 - September 2011
Panini Giordano, LLC dba Quiznos January 2004 - January 2009
Charles Schwab & Co., Inc. November 1989 - October 2002
Charles Schwab & Co., Inc 2000 - 2002
Skills
Marketing Management, Marketing, International Marketing, Marketing Strategy, Product Management, Segmentation, Product Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Financial Services, Competitive Analysis, Marketing Communications, Email Marketing, Market Research, Restaurant Management, Food Service, Food Packaging, Sales, Training
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Marketing
University of Oregon - Charles H. Lundquist College of Business 1979 — 1984
BA, Marketing
Lyft August 2013 - Present
Rose’s Café December 2011 - December 2012
Escomida, LLC dba Howie’s Café January 2007 - September 2011
Panini Giordano, LLC dba Quiznos January 2004 - January 2009
Charles Schwab & Co., Inc. November 1989 - October 2002
Charles Schwab & Co., Inc 2000 - 2002
Skills
Marketing Management, Marketing, International Marketing, Marketing Strategy, Product Management, Segmentation, Product Marketing, Direct Marketing, Integrated Marketing, Digital Marketing, Financial Services, Competitive Analysis, Marketing Communications, Email Marketing, Market Research, Restaurant Management, Food Service, Food Packaging, Sales, Training
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Marketing
University of Oregon - Charles H. Lundquist College of Business 1979 — 1984
BA, Marketing
Rafael J. Del Rosario's Charles Schwab & Co., Inc. Experience October 2005 - Present
Job Restricted Stock Specialist, Rule 144, 10b51 Trading Plan Specialist at Charles Schwab & Co. Inc.
Industry Capital Markets
Experience
Charles Schwab & Co. Inc. October 2005 - Present
Charles Schwab October 2002 - October 2005
Smith Barney October 2001 - September 2002
NDB Capital Markets October 1995 - October 2000
NDB 1995 - 2000
Education
Middlesex County College 1991 — 1993
A.A., Criminal Justice
Charles Schwab & Co. Inc. October 2005 - Present
Charles Schwab October 2002 - October 2005
Smith Barney October 2001 - September 2002
NDB Capital Markets October 1995 - October 2000
NDB 1995 - 2000
Education
Middlesex County College 1991 — 1993
A.A., Criminal Justice
Gretchen Monahan's Charles Schwab & Co., Inc. Experience January 2007 - March 2008
Job Alliance Director Customer Experience at Oracle
Industry Information Technology and Services
Experience
Oracle July 2013 - Present
Oracle June 2011 - Present
Oracle September 2012 - July 2013
Oracle June 2011 - September 2012
Merrill Lynch April 2008 - February 2009
Charles Schwab & Co. Inc January 2007 - March 2008
Skills
Business Analysis, Strategy, Financial Modeling, Financial Analysis, Analysis, Management, Forecasting, Leadership, Analytics, Sales, Business Development, SaaS, CRM, Enterprise Software, Solution Selling, Marketing, Finance
Education
University of Denver 2010 — 2012
Master's Degree, Finance
The University of Connecticut 2001 — 2005
Bachelor of Science, Management; International Business
Universitat Pompeu Fabra: ESCI (Escuela Superior de Comercio Internacional) Barcelona
Oracle July 2013 - Present
Oracle June 2011 - Present
Oracle September 2012 - July 2013
Oracle June 2011 - September 2012
Merrill Lynch April 2008 - February 2009
Charles Schwab & Co. Inc January 2007 - March 2008
Skills
Business Analysis, Strategy, Financial Modeling, Financial Analysis, Analysis, Management, Forecasting, Leadership, Analytics, Sales, Business Development, SaaS, CRM, Enterprise Software, Solution Selling, Marketing, Finance
Education
University of Denver 2010 — 2012
Master's Degree, Finance
The University of Connecticut 2001 — 2005
Bachelor of Science, Management; International Business
Universitat Pompeu Fabra: ESCI (Escuela Superior de Comercio Internacional) Barcelona
Tyber Lesjack's Charles Schwab & Co., Inc. Experience January 1997 - January 1998
Job Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Lionel Cabral's Charles Schwab & Co., Inc. Experience January 2008 - Present
Job Securities Pricing Anlyst at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. January 2008 - Present
SG Financial Inc. July 2006 - December 2007
US Navy August 1999 - June 2006
. 1900 - 1900
. 1900 - 1900
Skills
Finance, Analysis, Financial Analysis, Investments, Budgets, Management
Education
Golden Gate University 2008 — 2010
BA, Finance
Saint John's College 1996 — 1999
Associates, Accounting
Charles Schwab & Co. Inc. January 2008 - Present
SG Financial Inc. July 2006 - December 2007
US Navy August 1999 - June 2006
. 1900 - 1900
. 1900 - 1900
Skills
Finance, Analysis, Financial Analysis, Investments, Budgets, Management
Education
Golden Gate University 2008 — 2010
BA, Finance
Saint John's College 1996 — 1999
Associates, Accounting
Suzan Kieborz's Charles Schwab & Co., Inc. Experience January 2007 - April 2014
Job Financial Services
Industry Financial Services
Experience
Charles Schwab & Co. Inc. January 2007 - April 2014
Arizona Financial Associates (Divsion of Metropolitan Life Insurance) August 2005 - January 2007
Variable Annuity Life Insurance Company - VALIC (American International Group) September 1998 - March 2004
Grand Canyon University Foundation / Grand Canyon University June 1989 - May 1997
Skills
Relationship Management, Financial Services, Customer Service, Wealth Management, Management, Microsoft Excel, Microsoft Office, Project Management, Strategic Planning, Employee Benefits, Finance, Investments, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds
Education
Glendale Community College
Charles Schwab & Co. Inc. January 2007 - April 2014
Arizona Financial Associates (Divsion of Metropolitan Life Insurance) August 2005 - January 2007
Variable Annuity Life Insurance Company - VALIC (American International Group) September 1998 - March 2004
Grand Canyon University Foundation / Grand Canyon University June 1989 - May 1997
Skills
Relationship Management, Financial Services, Customer Service, Wealth Management, Management, Microsoft Excel, Microsoft Office, Project Management, Strategic Planning, Employee Benefits, Finance, Investments, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Mutual Funds
Education
Glendale Community College
Manuel Hill's Charles Schwab & Co., Inc. Experience April 2006 - May 2007
Job Senior Product Manager at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Darrin Barnett's Charles Schwab & Co., Inc. Experience May 2008 - December 2008
Job Jr. Linux/Windows System Administrator at Seeking New Position
Industry Information Technology and Services
Experience
Seeking New Position January 2015 - Present
Gracenote August 2011 - January 2015
Charles Schwab & Co. Inc. May 2008 - December 2008
McKesson May 2007 - March 2008
Yahoo! March 2007 - May 2007
Genentech March 2006 - March 2007
Zantaz, Inc. 2003 - 2005
The SoftAd Group 1998 - 2001
Berkeley Systems 1995 - 1996
Skills
Troubleshooting, Technical Support, Software Documentation, Hardware, Active Directory, Windows, Outlook, VMware, Team Leadership, Visio, Business Analysis, Software Installation, Networking, Windows Server, Cloud Computing, XP, Linux, Computer Hardware, Microsoft Office, Operating Systems, System Administration, Project Management, Research
Education
Samuel Merritt College 1987 — 1989
Skyline High School 1985 — 1987
Diploma
Seeking New Position January 2015 - Present
Gracenote August 2011 - January 2015
Charles Schwab & Co. Inc. May 2008 - December 2008
McKesson May 2007 - March 2008
Yahoo! March 2007 - May 2007
Genentech March 2006 - March 2007
Zantaz, Inc. 2003 - 2005
The SoftAd Group 1998 - 2001
Berkeley Systems 1995 - 1996
Skills
Troubleshooting, Technical Support, Software Documentation, Hardware, Active Directory, Windows, Outlook, VMware, Team Leadership, Visio, Business Analysis, Software Installation, Networking, Windows Server, Cloud Computing, XP, Linux, Computer Hardware, Microsoft Office, Operating Systems, System Administration, Project Management, Research
Education
Samuel Merritt College 1987 — 1989
Skyline High School 1985 — 1987
Diploma
Sharon Callender's Charles Schwab & Co., Inc. Experience 1988 - 1994
Job Alternative Investment Specialist at SunTrust Bank, Inc.
Industry Financial Services
Experience
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
James Goudy's Charles Schwab & Co., Inc. Experience 2000 - 2002
Job Director of UX, Founder at Aviamedia
Industry Computer Software
Experience
Aviamedia LLC December 1999 - Present
Fuze Media Systems 2005 - 2008
Zero G Software 2003 - 2005
Charles Schwab & Co. Inc. 2000 - 2002
Skills
Interaction Design, Graphic Design, Information Design, Experience Design, User Interface Design, Requirements Analysis, Branding & Identity, Design Strategy, Graphics, User Stories, Corporate Identity, Wireframes, Mobile Devices, Visual Design, Flash, Wire Framing, Information..., User Experience Design, Illustrator, Mobile Design, Mobile Applications, User Experience, User Interface, User-centered Design, ActionScript, Web Design, Information Architecture, Paper Prototyping, Heuristic Evaluation, OmniGraffle, Persona, Contextual Inquiry
Education
University of California, Berkeley 1993 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Aviamedia LLC December 1999 - Present
Fuze Media Systems 2005 - 2008
Zero G Software 2003 - 2005
Charles Schwab & Co. Inc. 2000 - 2002
Skills
Interaction Design, Graphic Design, Information Design, Experience Design, User Interface Design, Requirements Analysis, Branding & Identity, Design Strategy, Graphics, User Stories, Corporate Identity, Wireframes, Mobile Devices, Visual Design, Flash, Wire Framing, Information..., User Experience Design, Illustrator, Mobile Design, Mobile Applications, User Experience, User Interface, User-centered Design, ActionScript, Web Design, Information Architecture, Paper Prototyping, Heuristic Evaluation, OmniGraffle, Persona, Contextual Inquiry
Education
University of California, Berkeley 1993 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Evan Salomon's Charles Schwab & Co., Inc. Experience 1995 - 1997
Job Sales Professional
Industry Automotive
Experience
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
VALIC 2010 - 2012
Fidelity Investments 2004 - 2009
Smith Barney 2002 - 2003
Fidelity Investments 1999 - 2002
Raymond James & Assoc 1997 - 1999
Charles Schwab & Co. Inc. 1995 - 1997
Charles Schwab & Co. Inc 1993 - 1995
Charles Schwab & Co. Inc. 1990 - 1993
Education
University of Florida 1984 — 1988
Political Science
Monica Joffre's Charles Schwab & Co., Inc. Experience November 2009 - Present
Job Estate Distribution Team at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc. November 2009 - Present
Wells Fargo Investments 2002 - 2009
Charles Schwab 1994 - 2001
Education
Northern Illinois University 1977 — 1981
BS, Political Science & Economics
Charles Schwab & Co. Inc. November 2009 - Present
Wells Fargo Investments 2002 - 2009
Charles Schwab 1994 - 2001
Education
Northern Illinois University 1977 — 1981
BS, Political Science & Economics
Barbara Landt's Charles Schwab & Co., Inc. Experience November 1987 - March 2009
Job Experienced Application Developer
Industry Information Technology and Services
Experience
Charles Schwab & Co., Inc November 1987 - March 2009
Bank of America 1981 - 1987
Bank of America 1981 - 1987
Skills
Visio, Project Management, Software Development, Integration, ClearQuest, User Acceptance Testing, Testing, Requirements Analysis, Unix, SDLC, Software Project...
Education
University of Delaware 1973 — 1977
B.S., Accounting
Charles Schwab & Co., Inc November 1987 - March 2009
Bank of America 1981 - 1987
Bank of America 1981 - 1987
Skills
Visio, Project Management, Software Development, Integration, ClearQuest, User Acceptance Testing, Testing, Requirements Analysis, Unix, SDLC, Software Project...
Education
University of Delaware 1973 — 1977
B.S., Accounting
Derek H. Bystrom, CFP®'s Charles Schwab & Co., Inc. Experience January 2014 - Present
Job VP / Sr. Financial Consultant, Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co. Inc January 2014 - Present
Charles Schwab & Co., Inc. June 1999 - December 2013
Prudential Securities November 1997 - May 1999
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Investments, Investment Strategies, Account Management
Education
Saint Mary's College of California 2004 — 2006
MBA, Business
University of Colorado Boulder 1994 — 1997
B.A.
Charles Schwab & Co. Inc January 2014 - Present
Charles Schwab & Co., Inc. June 1999 - December 2013
Prudential Securities November 1997 - May 1999
Skills
Asset Allocation, Finance, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Retirement Planning, Investment Advisory, Series 7, Investments, Investment Strategies, Account Management
Education
Saint Mary's College of California 2004 — 2006
MBA, Business
University of Colorado Boulder 1994 — 1997
B.A.
Dominique (Nicky) Lowitz's Charles Schwab & Co., Inc. Experience 2000 - 2001
Job Retired and loving it!
Industry Arts and Crafts
Experience
Sandpiper Quilter August 2011 - Present
Market Force Information May 2010 - July 2011
SG Marketing Division of Market Force Information August 2004 - April 2009
Yosemite Community College District January 2002 - July 2004
Gianelli & Polley, PC March 2001 - August 2001
Charles Schwab & Co. Inc. 2000 - 2001
Pinnacle Law Group 1997 - 2000
Coudert Brothers 1995 - 1996
Skills
Research, Excel, Writing, Market Research, Event Planning, Editing, French, Quality Assurance, PowerPoint, Negotiation, Customer Satisfaction, Scheduling, Administrative Support, Outlook, Fundraising, Photography, Budgeting, Microsoft Office, Account Management, Customer Service, Microsoft Excel, Strategic Planning, Event Management
Education
Columbia College 2010 — 2011
Business Administration Management
The American University of Paris 1994 — 1994
Paralegal Certificate, Business Law
Sandpiper Quilter August 2011 - Present
Market Force Information May 2010 - July 2011
SG Marketing Division of Market Force Information August 2004 - April 2009
Yosemite Community College District January 2002 - July 2004
Gianelli & Polley, PC March 2001 - August 2001
Charles Schwab & Co. Inc. 2000 - 2001
Pinnacle Law Group 1997 - 2000
Coudert Brothers 1995 - 1996
Skills
Research, Excel, Writing, Market Research, Event Planning, Editing, French, Quality Assurance, PowerPoint, Negotiation, Customer Satisfaction, Scheduling, Administrative Support, Outlook, Fundraising, Photography, Budgeting, Microsoft Office, Account Management, Customer Service, Microsoft Excel, Strategic Planning, Event Management
Education
Columbia College 2010 — 2011
Business Administration Management
The American University of Paris 1994 — 1994
Paralegal Certificate, Business Law
Sherri Mackay's Charles Schwab & Co., Inc. Experience January 2014 - August 2014
Job System Business Analyst
Industry Information Technology and Services
Experience
Charles Schwab & Co. Inc. January 2014 - August 2014
Rimini Street October 2013 - January 2014
Restoration Hardware January 2013 - May 2013
Stanford Accelaerator Laboratory January 2012 - January 2013
ALKU Technologies October 2011 - January 2012
Kaiser Permanente September 2009 - September 2011
KCM Solutions October 2007 - June 2008
Affiliated Computer Systems January 2006 - September 2007
Robert Half International September 2005 - December 2006
Stanford University July 2002 - August 2005
Skills
PeopleSoft, Performance Management, Customer Service, HRIS, Payroll, Policy, Recruiting, Process Improvement, Employee Benefits, Software Documentation
Education
UCLA 1990 — 1992
Human Resources Development Certification, 3.4 GPA
Charles Schwab & Co. Inc. January 2014 - August 2014
Rimini Street October 2013 - January 2014
Restoration Hardware January 2013 - May 2013
Stanford Accelaerator Laboratory January 2012 - January 2013
ALKU Technologies October 2011 - January 2012
Kaiser Permanente September 2009 - September 2011
KCM Solutions October 2007 - June 2008
Affiliated Computer Systems January 2006 - September 2007
Robert Half International September 2005 - December 2006
Stanford University July 2002 - August 2005
Skills
PeopleSoft, Performance Management, Customer Service, HRIS, Payroll, Policy, Recruiting, Process Improvement, Employee Benefits, Software Documentation
Education
UCLA 1990 — 1992
Human Resources Development Certification, 3.4 GPA
Sheila Shirinpour's Charles Schwab & Co., Inc. Experience June 2008 - April 2009
Job EA
Industry International Affairs
Experience
Charles Schwab February 2015 - April 2015
Pacific Gas and Electric Company November 2014 - February 2015
Hewlett-Packard August 2014 - November 2014
SunEdison September 2013 - March 2014
Charles Schwab February 2013 - September 2013
Pacific Gas and Electric Company November 2010 - February 2012
Charles Schwab & Co. Inc June 2008 - April 2009
The Clorox Company January 2008 - May 2008
Mayo Clinic- Patient Financial Services April 2006 - December 2007
Skills
Accounting/ Financial/..., Time management and..., Problem solving skilled, Ability to work with..., Skilled communicator:..., Multitasked and a team..., PC literate with..., Administrative..., Time Management, Procurement, Outlook, Project Management, Management, Process Scheduler, Recruiting, Leadership, Program Management, Administrative..., Training, Microsoft Office
Education
Augsburg College 2004 — 2007
Bachelor of Arts (BA), International Business, 2007
Rochester Community and Technical College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Charles Schwab February 2015 - April 2015
Pacific Gas and Electric Company November 2014 - February 2015
Hewlett-Packard August 2014 - November 2014
SunEdison September 2013 - March 2014
Charles Schwab February 2013 - September 2013
Pacific Gas and Electric Company November 2010 - February 2012
Charles Schwab & Co. Inc June 2008 - April 2009
The Clorox Company January 2008 - May 2008
Mayo Clinic- Patient Financial Services April 2006 - December 2007
Skills
Accounting/ Financial/..., Time management and..., Problem solving skilled, Ability to work with..., Skilled communicator:..., Multitasked and a team..., PC literate with..., Administrative..., Time Management, Procurement, Outlook, Project Management, Management, Process Scheduler, Recruiting, Leadership, Program Management, Administrative..., Training, Microsoft Office
Education
Augsburg College 2004 — 2007
Bachelor of Arts (BA), International Business, 2007
Rochester Community and Technical College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Craig Bigelow, CFP(R)'s Charles Schwab & Co., Inc. Experience February 2000 - September 2006
Job Vice President, Wealth Management Services at Destination Wealth Management
Industry Investment Management
Experience
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
John Tobias's Charles Schwab & Co., Inc. Experience February 1992 - January 1995
Job Senior Network & Security Engineer
Industry Computer & Network Security
Experience
Guidewire Software, Inc March 2010 - July 2011
Applied Biosystems/Life Technologies September 2008 - July 2009
Gilead Sciences February 2002 - September 2005
ThruPoint, Inc January 2000 - January 2002
Bell Atlantic Telephone Co June 1998 - June 1999
Charles Schwab & Co., Inc February 1992 - January 1995
Skills
Routers, Switches, VPN, TCP/IP, DNS, OSPF, Cisco, Firewalls, Network Security, Network Design, Network Engineering, Wireless, IPS, IDS, VoIP, Telecommunications, LAN/WAN, BGP, DHCP, Load Balancing, PCI DSS, HIPAA, sox, ISO 27001, Project Implementation, WAN, Linux, Ethernet, PIX, IPSec, Routing, ASA, Cisco Technologies
Education
San Francisco State University 1986 — 1988
Yale University 1977 — 1979
Guidewire Software, Inc March 2010 - July 2011
Applied Biosystems/Life Technologies September 2008 - July 2009
Gilead Sciences February 2002 - September 2005
ThruPoint, Inc January 2000 - January 2002
Bell Atlantic Telephone Co June 1998 - June 1999
Charles Schwab & Co., Inc February 1992 - January 1995
Skills
Routers, Switches, VPN, TCP/IP, DNS, OSPF, Cisco, Firewalls, Network Security, Network Design, Network Engineering, Wireless, IPS, IDS, VoIP, Telecommunications, LAN/WAN, BGP, DHCP, Load Balancing, PCI DSS, HIPAA, sox, ISO 27001, Project Implementation, WAN, Linux, Ethernet, PIX, IPSec, Routing, ASA, Cisco Technologies
Education
San Francisco State University 1986 — 1988
Yale University 1977 — 1979
Larry Dugan's Charles Schwab & Co., Inc. Experience March 1987 - March 1999
Job realtor at Emerald Realty Group
Industry Real Estate
Experience
Emerald Realty Group December 2004 - Present
Charles Schwab & Co. Inc. March 1987 - March 1999
Education
Penn State University 1982 — 1986
BS, Economics
Emerald Realty Group December 2004 - Present
Charles Schwab & Co. Inc. March 1987 - March 1999
Education
Penn State University 1982 — 1986
BS, Economics
Tyrone Chow's Charles Schwab & Co., Inc. Experience October 2008 - November 2010
Job Trust Administrator at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2012 - August 2013
Single Stop January 2008 - April 2013
Charles Schwab & Co., Inc October 2008 - November 2010
Charles Schwab & Co., Inc February 2005 - October 2008
Charles Schwab & Co., Inc August 2002 - February 2005
Charles Schwab & Co., Inc July 1998 - August 2002
Skills
Mutual Funds, Credit, Asset Managment, Securities, Alternative Investments, Business Analysis, Options, Equities, Visio, Wealth Management, Portfolio Management, Fixed Income, Investments, Risk Management, Financial Services, Trust Services, Account Reconciliation
Education
George Washington HS
San Francisco State University
B.S. Business Administration, Finance and General Management
Morgan Stanley Private Wealth Management September 2012 - August 2013
Single Stop January 2008 - April 2013
Charles Schwab & Co., Inc October 2008 - November 2010
Charles Schwab & Co., Inc February 2005 - October 2008
Charles Schwab & Co., Inc August 2002 - February 2005
Charles Schwab & Co., Inc July 1998 - August 2002
Skills
Mutual Funds, Credit, Asset Managment, Securities, Alternative Investments, Business Analysis, Options, Equities, Visio, Wealth Management, Portfolio Management, Fixed Income, Investments, Risk Management, Financial Services, Trust Services, Account Reconciliation
Education
George Washington HS
San Francisco State University
B.S. Business Administration, Finance and General Management
Victoria Sandvig's Charles Schwab & Co., Inc. Experience March 1992 - Present
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co. Inc. March 1992 - Present
Creative Marketing Incentives Group, Inc. 1988 - 1992
Education
Connecticut College
Bachelor of Arts (B.A.), Spanish Language and Literature/Sociology
Charles Schwab & Co. Inc. March 1992 - Present
Creative Marketing Incentives Group, Inc. 1988 - 1992
Education
Connecticut College
Bachelor of Arts (B.A.), Spanish Language and Literature/Sociology
Elizabeth Baldwin's Charles Schwab & Co., Inc. Experience July 2004 - September 2007
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
Darryl Cooke's Charles Schwab & Co., Inc. Experience June 1998 - May 2002
Job VP Equity Finance Sales at ConvergEx Group
Industry Information Technology and Services
Experience
ConvergEx Group August 2013 - Present
Knight Trading Group September 2012 - July 2013
SunGard February 2009 - August 2012
UBS Investment Bank May 2002 - February 2009
Charles Schwab & Co., Inc June 1998 - May 2002
Education
University of Delaware 1993 — 1997
BS, Finance
ConvergEx Group August 2013 - Present
Knight Trading Group September 2012 - July 2013
SunGard February 2009 - August 2012
UBS Investment Bank May 2002 - February 2009
Charles Schwab & Co., Inc June 1998 - May 2002
Education
University of Delaware 1993 — 1997
BS, Finance
David Castellon's Charles Schwab & Co., Inc. Experience October 2005 - January 2006
Job IT Analyst Technical Support
Industry Information Technology and Services
Experience
Veredus October 2010 - August 2011
The Walt Disney Company January 2009 - December 2009
JetBlue Airways January 2008 - May 2008
Charles Schwab & Co., Inc October 2005 - January 2006
Education
University of Central Florida 1999 — 2005
Bachelor of Science Degree, Management Information Systems
New Horizons Computer Learning Center
University of Central Florida
Bachelor of Science Degree, Business Administration; Management; Finance, Human Resource Management, Professional Selling
Veredus October 2010 - August 2011
The Walt Disney Company January 2009 - December 2009
JetBlue Airways January 2008 - May 2008
Charles Schwab & Co., Inc October 2005 - January 2006
Education
University of Central Florida 1999 — 2005
Bachelor of Science Degree, Management Information Systems
New Horizons Computer Learning Center
University of Central Florida
Bachelor of Science Degree, Business Administration; Management; Finance, Human Resource Management, Professional Selling
Robert Teichmann's Charles Schwab & Co., Inc. Experience August 2007 - June 2010
Job Student at Glendale Community College
Industry Marketing and Advertising
Experience
Charles Schwab & Co. Inc August 2007 - June 2010
U-Haul August 2005 - August 2007
Paradise Palapas March 2004 - April 2005
Education
Glendale Community College 2009 — 2011
Psychology
Moon Valley High School 1999 — 2003
High School Diploma
Charles Schwab & Co. Inc August 2007 - June 2010
U-Haul August 2005 - August 2007
Paradise Palapas March 2004 - April 2005
Education
Glendale Community College 2009 — 2011
Psychology
Moon Valley High School 1999 — 2003
High School Diploma
Dorra Tang's Charles Schwab & Co., Inc. Experience 2000 - 2007
Job Director of Client Solutions at Exeter Financial
Industry Financial Services
Experience
Exeter Financial April 2007 - Present
Charles Schwab & Co, Inc 2000 - 2007
Education
Arizona State University 1993 — 1998
B.S., Biology/Zoology
Exeter Financial April 2007 - Present
Charles Schwab & Co, Inc 2000 - 2007
Education
Arizona State University 1993 — 1998
B.S., Biology/Zoology
Jayna Maynard, MBA's Charles Schwab & Co., Inc. Experience July 2000 - January 2005
Job Associate Vice President, Instructor II at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch September 2010 - Present
Genworth Financial January 2005 - September 2010
Charles Schwab & Co., Inc July 2000 - January 2005
Prudential Securities, Inc October 1999 - June 2000
Skills
Mutual Funds, Trading, Uniform Combined State..., Series 7, Series 63, Series 65, Series 6, Series 24, Wealth Management, Fixed Annuities, Retirement Planning, 401k, Finance, Investments, Financial Services, FINRA, Management, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Alternative Investments
Education
University of West Florida 1997 — 1999
Master, Business Administration
Texas Tech University 1985 — 1986
Bachelor, Business Administration
Bank of America Merrill Lynch December 2012 - Present
Merrill Lynch September 2010 - Present
Genworth Financial January 2005 - September 2010
Charles Schwab & Co., Inc July 2000 - January 2005
Prudential Securities, Inc October 1999 - June 2000
Skills
Mutual Funds, Trading, Uniform Combined State..., Series 7, Series 63, Series 65, Series 6, Series 24, Wealth Management, Fixed Annuities, Retirement Planning, 401k, Finance, Investments, Financial Services, FINRA, Management, Securities, Investment Advisory, Financial Advisory, Asset Allocation, Alternative Investments
Education
University of West Florida 1997 — 1999
Master, Business Administration
Texas Tech University 1985 — 1986
Bachelor, Business Administration
David Whorton's Charles Schwab & Co., Inc. Experience April 2007 - Present
Job Branch Specialist at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab & Co., Inc April 2007 - Present
AIG Acumen 2005 - 2007
AIG Valic 2002 - 2005
Skills
Series 7, ETFs, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Retirement, Wealth Management, Alternative Investments, Fixed Income, Strategic Financial..., Series 65, Uniform Combined State...
Education
University of St. Thomas (TX) 1995 — 1998
BA, International Studies
The University of Reading 1995 — 1996
Charles Schwab & Co., Inc April 2007 - Present
AIG Acumen 2005 - 2007
AIG Valic 2002 - 2005
Skills
Series 7, ETFs, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Securities, Retirement, Wealth Management, Alternative Investments, Fixed Income, Strategic Financial..., Series 65, Uniform Combined State...
Education
University of St. Thomas (TX) 1995 — 1998
BA, International Studies
The University of Reading 1995 — 1996
Gregorio (Greg) Bartolotta's Charles Schwab & Co., Inc. Experience March 1997 - June 2005
Job Unemployed. Currently looking for a new and exciting career
Industry Financial Services
Experience
Currently looking for a new and exciting career Senior Operations AssociateLyons Wealth ManagementAugust 2007 - September 2010
Charles Schwab & Co. Inc March 1997 - June 2005
Century 21 Bucolo Real Estate January 1996 - March 1997
Merrill Lynch Consumer Markets June 1988 - December 1995
Skills
Series 63, Customer Service, Securities, Fixed Income, Mutual Funds, Equities, Asset Management, Portfolio Management, Wealth Management, Series 7, Investments, Finance, Strategic Financial..., Retirement, Financial Advisory, Options, Financial Analysis
Education
Florida Atlantic University 1985 — 1988
No, Accounting (Part Time)
Broward College 1981 — 1985
Yes, Accounting (Part Time)
Currently looking for a new and exciting career Senior Operations AssociateLyons Wealth ManagementAugust 2007 - September 2010
Charles Schwab & Co. Inc March 1997 - June 2005
Century 21 Bucolo Real Estate January 1996 - March 1997
Merrill Lynch Consumer Markets June 1988 - December 1995
Skills
Series 63, Customer Service, Securities, Fixed Income, Mutual Funds, Equities, Asset Management, Portfolio Management, Wealth Management, Series 7, Investments, Finance, Strategic Financial..., Retirement, Financial Advisory, Options, Financial Analysis
Education
Florida Atlantic University 1985 — 1988
No, Accounting (Part Time)
Broward College 1981 — 1985
Yes, Accounting (Part Time)
Kendra Black Kirst's Charles Schwab & Co., Inc. Experience March 2010 - Present
Job Senior Specialist Business & Project Management
Industry Financial Services
Experience
Charles Schwab & Co. Inc. March 2010 - Present
Charles Schwab January 2006 - March 2010
Charles Schwab & Co., Inc. August 1999 - November 2005
Wollberg/Michaelson Personnel Service May 1999 - July 1999
Frederiksen & Co November 1997 - April 1999
LOCALTouch Company March 1996 - June 1997
Skills
Project Management, Follow-through Skills, Strong Organizational..., Communication, Budgets, Agile Project Management, Workflow Facilitation, Time Management, SharePoint, Coordination, Administrative..., Oral & Written..., Microsoft Office, Outlook, Bi-lingual: Spanish -..., Thrives in a..., Event Planning
Education
Franklin & Marshall College 1989 — 1993
BA, Spanish
Instituto Chileno-Británico de CulturaViña del Mar 1994 — 1995
Language Interpretation and Translation
UC Berkeley Extension
Project Management
Charles Schwab & Co. Inc. March 2010 - Present
Charles Schwab January 2006 - March 2010
Charles Schwab & Co., Inc. August 1999 - November 2005
Wollberg/Michaelson Personnel Service May 1999 - July 1999
Frederiksen & Co November 1997 - April 1999
LOCALTouch Company March 1996 - June 1997
Skills
Project Management, Follow-through Skills, Strong Organizational..., Communication, Budgets, Agile Project Management, Workflow Facilitation, Time Management, SharePoint, Coordination, Administrative..., Oral & Written..., Microsoft Office, Outlook, Bi-lingual: Spanish -..., Thrives in a..., Event Planning
Education
Franklin & Marshall College 1989 — 1993
BA, Spanish
Instituto Chileno-Británico de CulturaViña del Mar 1994 — 1995
Language Interpretation and Translation
UC Berkeley Extension
Project Management
Marion Moreno Ed.D's Charles Schwab & Co., Inc. Experience July 1992 - February 2003
Job Human Resources Professional
Industry Human Resources
Experience
Pacific Gas and Electric Company 2012 - 2014
VISA INC., March 2008 - September 2011
Visa USA September 2006 - March 2008
Inovant June 2003 - August 2006
CHARLES SCHWAB & CO. INC. July 1992 - February 2003
Skills
Organizational..., Change Management, Team Building, Employee Engagement, Meeting Facilitation, Large Group Facilitation, Cross-functional Team..., Talent Management..., Performance Management, Succession Planning, Executive Development, Leadership Assessments, Leadership Development, Program Management, Management Development, New Hire Orientation, Onboarding, Instructional Design, Instructor-led Training, Staff Management, Staff Development, Workshop Facilitation, Talent Management, Leadership, Coaching, Training, Strategy, Performance Improvement, Culture Change, 360 Feedback, Management, Executive Coaching, New Hire Orientations, Personnel Management, Organizational..., HRIS
Education
University of San Francisco
Doctorate of Education, Organization and Leadership
National University
Master of Arts, Organization Behavior
University of Arizona
Bachelor of Arts, Political Science
Pacific Gas and Electric Company 2012 - 2014
VISA INC., March 2008 - September 2011
Visa USA September 2006 - March 2008
Inovant June 2003 - August 2006
CHARLES SCHWAB & CO. INC. July 1992 - February 2003
Skills
Organizational..., Change Management, Team Building, Employee Engagement, Meeting Facilitation, Large Group Facilitation, Cross-functional Team..., Talent Management..., Performance Management, Succession Planning, Executive Development, Leadership Assessments, Leadership Development, Program Management, Management Development, New Hire Orientation, Onboarding, Instructional Design, Instructor-led Training, Staff Management, Staff Development, Workshop Facilitation, Talent Management, Leadership, Coaching, Training, Strategy, Performance Improvement, Culture Change, 360 Feedback, Management, Executive Coaching, New Hire Orientations, Personnel Management, Organizational..., HRIS
Education
University of San Francisco
Doctorate of Education, Organization and Leadership
National University
Master of Arts, Organization Behavior
University of Arizona
Bachelor of Arts, Political Science
Anthony Jung's Charles Schwab & Co., Inc. Experience March 1989 - Present
Job Sr. VP Financial Consultant at Charles Schwab & Co., Inc
Industry Financial Services
Experience
Charles Schwab & Co., Inc March 1989 - Present
Education
University of Maryland College Park
Charles Schwab & Co., Inc March 1989 - Present
Education
University of Maryland College Park
Bill Randt's Charles Schwab & Co., Inc. Experience November 2010 - August 2011
Job Freelance copyeditor/proofreader at BSSP, VBP, Eleven, Heat
Industry Writing and Editing
Experience
Eleven Inc. November 2013 - Present
Butler, Shine, Stern & Partners
Charles Schwab & Co., Inc. November 2010 - August 2011
Ubisoft July 2010 - November 2010
Charles Schwab & Co., Inc January 2000 - May 2010
The Private Industry Council, Inc January 1999 - January 2000
Skills
Copy Editing, Content Strategy, Proofreading, Copywriting, Editorial, Editing, New Media, Content Management, Digital Media, Content Development, Social Media Marketing, Mac, Online Advertising, Web Content, Press Releases, Newsletters
Education
The Ohio State University 1993 — 1995
Master of Arts, English Education
The Ohio State University 1988 — 1992
Bachelor of Arts, English
Eleven Inc. November 2013 - Present
Butler, Shine, Stern & Partners
Charles Schwab & Co., Inc. November 2010 - August 2011
Ubisoft July 2010 - November 2010
Charles Schwab & Co., Inc January 2000 - May 2010
The Private Industry Council, Inc January 1999 - January 2000
Skills
Copy Editing, Content Strategy, Proofreading, Copywriting, Editorial, Editing, New Media, Content Management, Digital Media, Content Development, Social Media Marketing, Mac, Online Advertising, Web Content, Press Releases, Newsletters
Education
The Ohio State University 1993 — 1995
Master of Arts, English Education
The Ohio State University 1988 — 1992
Bachelor of Arts, English
Arthur Yee's Charles Schwab & Co., Inc. Experience December 1988 - March 2001
Job Accounts Payable Assistant at Littler Mendelson P.C. (temp assignment through Nelson and Associates)
Industry Facilities Services
Experience
Littler Mendelson P.C. (temp assignment through Nelson and Associates) March 2015 - July 2015
City and County of San Francisco (temp assignment through Accounting Principals) December 2014 - March 2015
Sedgwick LLP (temp assignment through Rem-X Staffing) April 2014 - September 2014
ABM Industries (Temp assignment through Axiom Consulting) December 2013 - February 2014
Skyline Pacific Properties (through Accounting Principals) May 2013 - September 2013
State Bar of California (through Recruiting Solution Incorporated) November 2011 - April 2013
Delivery Agent (temp assignment through CV Partners Consulting) May 2010 - September 2011
ABM Janitorial Services June 2002 - March 2010
Digital Island (Saavis) July 2001 - May 2002
Charles Schwab & Co. Inc. December 1988 - March 2001
Skills
Payroll, PeopleSoft, Customer Service, Microsoft Office, Accounts Payable, Microsoft Excel, Invoicing, Accounts Receivable, Leadership, Account Reconciliation
Education
San Francisco State University 1985 — 1988
BS degree, Finance
City College of San Francisco 1983 — 1986
Littler Mendelson P.C. (temp assignment through Nelson and Associates) March 2015 - July 2015
City and County of San Francisco (temp assignment through Accounting Principals) December 2014 - March 2015
Sedgwick LLP (temp assignment through Rem-X Staffing) April 2014 - September 2014
ABM Industries (Temp assignment through Axiom Consulting) December 2013 - February 2014
Skyline Pacific Properties (through Accounting Principals) May 2013 - September 2013
State Bar of California (through Recruiting Solution Incorporated) November 2011 - April 2013
Delivery Agent (temp assignment through CV Partners Consulting) May 2010 - September 2011
ABM Janitorial Services June 2002 - March 2010
Digital Island (Saavis) July 2001 - May 2002
Charles Schwab & Co. Inc. December 1988 - March 2001
Skills
Payroll, PeopleSoft, Customer Service, Microsoft Office, Accounts Payable, Microsoft Excel, Invoicing, Accounts Receivable, Leadership, Account Reconciliation
Education
San Francisco State University 1985 — 1988
BS degree, Finance
City College of San Francisco 1983 — 1986
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY