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
Marc Dupraw Marc Dupraw's Charles Schwab & Co., Inc. Experience April 2003 - October 2007
Job AVP, Supervision Principal II, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch, Pierce, Fenner & Smith Inc. October 2007 - Present
Charles Schwab & Co., Inc. April 2003 - October 2007
Charles Schwab & Co, Inc. June 2000 - August 2002
Charles Schwab & Co., Inc. November 1990 - April 2000
Security Pacific January 1989 - November 1990
Fidelity Investments March 1984 - October 1988
Skills
Investments, Series 7, Series 63, Training, Financial Services, Wealth Management, Mutual Funds, FINRA
Education
University of North Texas 1980 — 1982
MBA, Marketing and Statistical Analysis
Merrill Lynch, Pierce, Fenner & Smith Inc. October 2007 - Present
Charles Schwab & Co., Inc. April 2003 - October 2007
Charles Schwab & Co, Inc. June 2000 - August 2002
Charles Schwab & Co., Inc. November 1990 - April 2000
Security Pacific January 1989 - November 1990
Fidelity Investments March 1984 - October 1988
Skills
Investments, Series 7, Series 63, Training, Financial Services, Wealth Management, Mutual Funds, FINRA
Education
University of North Texas 1980 — 1982
MBA, Marketing and Statistical Analysis
William Witherspoon, CFE William Witherspoon, CFE's Charles Schwab & Co., Inc. Experience October 2005 - March 2007
Job VP, Sr. Fraud Investigator
Industry Financial Services
Experience
Bank of America October 2008 - Present
Countrywide Bank March 2007 - October 2008
Charles Schwab & Co, Inc October 2005 - March 2007
JPMorganChase July 1996 - June 2005
JPMorgan Chase 1996 - 2005
Incredibe Universe 1994 - 1996
Incredible Universe 1994 - 1996
Skills
Fraud, Private Investigations, Internal Investigations, Risk Management, AML, Mortgage Lending, OFAC, Management, Mortgage Banking, Credit Cards, Banking, Operational Risk..., Leadership, Financial Risk, Bank Secrecy Act, KYC, Loss Mitigation, USA PATRIOT Act, Fraud Detection, Credit, Loans, Operational Risk, Payments, Credit Risk, Credit Analysis, Financial Services, Anti Money Laundering
Education
Louisiana Tech University
Bank of America October 2008 - Present
Countrywide Bank March 2007 - October 2008
Charles Schwab & Co, Inc October 2005 - March 2007
JPMorganChase July 1996 - June 2005
JPMorgan Chase 1996 - 2005
Incredibe Universe 1994 - 1996
Incredible Universe 1994 - 1996
Skills
Fraud, Private Investigations, Internal Investigations, Risk Management, AML, Mortgage Lending, OFAC, Management, Mortgage Banking, Credit Cards, Banking, Operational Risk..., Leadership, Financial Risk, Bank Secrecy Act, KYC, Loss Mitigation, USA PATRIOT Act, Fraud Detection, Credit, Loans, Operational Risk, Payments, Credit Risk, Credit Analysis, Financial Services, Anti Money Laundering
Education
Louisiana Tech University
Justin T Bledsoe's Charles Schwab & Co., Inc. Experience February 2014 - Present
Job Licensed Broker for Charles Schwab & Co, Inc
Industry Financial Services
Experience
Charles Schwab & Co, Inc February 2014 - Present
RER Holdings, LLC May 2007 - Present
OneWest Bank July 2009 - July 2013
BBVA Compass Bank August 2007 - May 2009
T-Mobile January 2004 - August 2006
Skills
Process Improvement, Microsoft Office, Strategic Thinking, Mortgage, Loans, Credit, Compliance, Risk, Customer Service, Investments, Customer Relations, Business Strategy, Negotiation, Loan Origination, Outlook, Risk Management, Strategic Planning, Excel, Asset, Financial Modeling, PowerPoint, Analysis, Word, Financial Reporting, Mortgage Banking, Insurance, Sales Management, Business Analysis, Budgeting, Team Building, Forecasting, Performance Management, Financial Analysis, Banking, Problem Solving, B2B, Coaching, Mortgage Lending, Microsoft Excel, Financial Risk, FHA, Microsoft Word, Commercial Lending, Management, Real Estate, Sales, Training, CRM, Finance, Leadership
Education
Texas State University 2004 — 2007
Business Finance, Treasury Management, Corporate Finance, and Personal Finance
Charles Schwab & Co, Inc February 2014 - Present
RER Holdings, LLC May 2007 - Present
OneWest Bank July 2009 - July 2013
BBVA Compass Bank August 2007 - May 2009
T-Mobile January 2004 - August 2006
Skills
Process Improvement, Microsoft Office, Strategic Thinking, Mortgage, Loans, Credit, Compliance, Risk, Customer Service, Investments, Customer Relations, Business Strategy, Negotiation, Loan Origination, Outlook, Risk Management, Strategic Planning, Excel, Asset, Financial Modeling, PowerPoint, Analysis, Word, Financial Reporting, Mortgage Banking, Insurance, Sales Management, Business Analysis, Budgeting, Team Building, Forecasting, Performance Management, Financial Analysis, Banking, Problem Solving, B2B, Coaching, Mortgage Lending, Microsoft Excel, Financial Risk, FHA, Microsoft Word, Commercial Lending, Management, Real Estate, Sales, Training, CRM, Finance, Leadership
Education
Texas State University 2004 — 2007
Business Finance, Treasury Management, Corporate Finance, and Personal Finance
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
Todd Goodyear's Charles Schwab & Co., Inc. Experience September 2010 - Present
Job Mutual Fund Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co, Inc September 2010 - Present
Reynolds and Reynolds February 2008 - July 2010
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Acess, Customer Service, Real Estate, Software Documentation, Accounting
Education
Texas A&M University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Schwab & Co, Inc September 2010 - Present
Reynolds and Reynolds February 2008 - July 2010
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Acess, Customer Service, Real Estate, Software Documentation, Accounting
Education
Texas A&M University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
William T. Spencer's Charles Schwab & Co., Inc. Experience 1991 - 1993
Job Executive Director Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - June 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc. 1991 - 1993
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Leadership, Hedge Funds, New Business Development, Mortgage Lending, Banking, Insurance, Strategic Planning, Private Equity, Securities Lending, Trust Services, Networking
Education
Hofstra University 1990 — 1993
MBA, Finance - Portfolio Management
St. Lawrence University 1979 — 1983
BA, English
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - June 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc. 1991 - 1993
Skills
Series 7, Portfolio Management, Investments, Wealth Management, Leadership, Hedge Funds, New Business Development, Mortgage Lending, Banking, Insurance, Strategic Planning, Private Equity, Securities Lending, Trust Services, Networking
Education
Hofstra University 1990 — 1993
MBA, Finance - Portfolio Management
St. Lawrence University 1979 — 1983
BA, English
Frank Paré, CFP® Frank Paré, CFP®'s Charles Schwab & Co., Inc. Experience September 1990 - October 1996
Job Member of the Board at Financial Planning Association
Industry Financial Services
Experience
PF Wealth Management Group, LLC April 2006 - Present
Financial Planning Association January 2014 - Present
UC Berkeley August 2011 - Present
Loring Ward January 2001 - January 2006
Charles Schwab & Co, Inc. September 1990 - October 1996
Education
Golden Gate University 1998 — 2000
MBA, Management
San Francisco State University
B.A., International Relations
University of California, Berkeley
Financial Planning
PF Wealth Management Group, LLC April 2006 - Present
Financial Planning Association January 2014 - Present
UC Berkeley August 2011 - Present
Loring Ward January 2001 - January 2006
Charles Schwab & Co, Inc. September 1990 - October 1996
Education
Golden Gate University 1998 — 2000
MBA, Management
San Francisco State University
B.A., International Relations
University of California, Berkeley
Financial Planning
Laurie Whetstone's Charles Schwab & Co., Inc. Experience April 1996 - December 1999
Job President and CEOE4 Strategic Ventures
Industry Management Consulting
Experience
E4 Strategic Ventures May 2011 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) March 2008 - April 2011
FTSE Americas-West April 2005 - February 2008
FTSE Americas June 2001 - March 2005
MyPoints.com, Inc January 2000 - March 2001
Charles Schwab & Co, Inc April 1996 - December 1999
Skills
Capital Markets, Institutional Investors, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Markets, Strategic Planning, Series 7, Negotiation, Equities, Sales Management, Public Speaking, Asset Managment, Institutional..., Fundraising, Business Development, Private Equity, Investment Management, Strategic Partnerships, Strategy, Portfolio Management, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Entrepreneurship, Financial Services, Asset Allocation, Investment Strategies, Bloomberg, Leadership, Mutual Funds, Relationship Management, Securities, Management, Finance, Financial Structuring, Financial Modeling, Commodity, Equity Research, Series 63, Wealth Management, Investor Relations, Investment Advisory, Risk Management, ETFs, Strategic Financial..., Financial Analysis, Options
Education
University of San Francisco
BS
E4 Strategic Ventures May 2011 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) March 2008 - April 2011
FTSE Americas-West April 2005 - February 2008
FTSE Americas June 2001 - March 2005
MyPoints.com, Inc January 2000 - March 2001
Charles Schwab & Co, Inc April 1996 - December 1999
Skills
Capital Markets, Institutional Investors, Investments, Asset Management, Fixed Income, Hedge Funds, Financial Markets, Strategic Planning, Series 7, Negotiation, Equities, Sales Management, Public Speaking, Asset Managment, Institutional..., Fundraising, Business Development, Private Equity, Investment Management, Strategic Partnerships, Strategy, Portfolio Management, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Entrepreneurship, Financial Services, Asset Allocation, Investment Strategies, Bloomberg, Leadership, Mutual Funds, Relationship Management, Securities, Management, Finance, Financial Structuring, Financial Modeling, Commodity, Equity Research, Series 63, Wealth Management, Investor Relations, Investment Advisory, Risk Management, ETFs, Strategic Financial..., Financial Analysis, Options
Education
University of San Francisco
BS
Brian Browning's Charles Schwab & Co., Inc. Experience May 2006 - May 2007
Job Business Consultant, Entrepreneur
Industry Management Consulting
Experience
Consuleris LLC May 2009 - Present
Dolby Laboratories May 2007 - May 2009
Charles Schwab & Co, Inc May 2006 - May 2007
SF Bay area (self-employed) January 2005 - May 2006
24 Hour Fitness October 2002 - January 2005
Gap Inc. October 1999 - October 2002
The Croner Company January 1999 - October 1999
Fuld & Co / Global Competitiveness Corp. July 1994 - June 1998
Skills
Performance Management, Deferred Compensation, Human Resources, Analytics, Talent Management, Organizational Design, Strategy, Analysis, Business Strategy, Business Intelligence, Competitive Analysis, Project Management, Compensation Strategies, Incentive Programs, Sales Compensation, Compensation Structures, Talent Acquisition, Onboarding, Employee Benefits, Consulting, Management
Education
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science, Civil Engineering
Consuleris LLC May 2009 - Present
Dolby Laboratories May 2007 - May 2009
Charles Schwab & Co, Inc May 2006 - May 2007
SF Bay area (self-employed) January 2005 - May 2006
24 Hour Fitness October 2002 - January 2005
Gap Inc. October 1999 - October 2002
The Croner Company January 1999 - October 1999
Fuld & Co / Global Competitiveness Corp. July 1994 - June 1998
Skills
Performance Management, Deferred Compensation, Human Resources, Analytics, Talent Management, Organizational Design, Strategy, Analysis, Business Strategy, Business Intelligence, Competitive Analysis, Project Management, Compensation Strategies, Incentive Programs, Sales Compensation, Compensation Structures, Talent Acquisition, Onboarding, Employee Benefits, Consulting, Management
Education
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science, Civil Engineering
Beth Feldman (bethostrovfeldman@gmail.com) Beth Feldman (bethostrovfeldman@gmail.com)'s Charles Schwab & Co., Inc. Experience January 2000 - January 2002
Job Senior Vice President Sales and Marketing at Segmation, LLC.
Industry Entertainment
Experience
Segmation, LLC (www.segmation.com) January 1998 - Present
Spirit of the Fourth, Inc. January 2011 - Present
San Diego Gas & Electric June 2011 - July 2012
Interfaith Community Services September 2010 - June 2011
Carollo Engineers March 2006 - July 2009
CMG Mortgage August 2004 - March 2006
First Horizon Home Loans January 2003 - August 2004
Wells Fargo Auto Group Commercial Lending department January 2002 - January 2003
Wells Fargo Bank January 2002 - January 2003
Charles Schwab & Co, Inc January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Access, Project Management, Visio, Outlook, Strategic Planning, Microsoft Word, Customer Service, Research, Training, PowerPoint, Team Building, Budgets, Human Resources, Analysis, Data Analysis, Accounting, Management, Contract Management, Construction, Nonprofits, Program Management, Marketing, Blogging, Social Media, Social Media Marketing, Social, Social Networking, Social Media..., Email Marketing, Time Management, Databases, Leadership, Software Documentation, Art, Fundraising, Event Planning, Advertising, Project Planning
Education
San Diego State University-California State University 2012 — 2013
Marketing and Media
THE NATIONAL CENTER FOR PARALEGAL TRAINING 1991 — 1992
A.B.A, Post
PURDUE UNIVERSITY
Bachelor of Science, Mathematics
Wyoming High School
Segmation, LLC (www.segmation.com) January 1998 - Present
Spirit of the Fourth, Inc. January 2011 - Present
San Diego Gas & Electric June 2011 - July 2012
Interfaith Community Services September 2010 - June 2011
Carollo Engineers March 2006 - July 2009
CMG Mortgage August 2004 - March 2006
First Horizon Home Loans January 2003 - August 2004
Wells Fargo Auto Group Commercial Lending department January 2002 - January 2003
Wells Fargo Bank January 2002 - January 2003
Charles Schwab & Co, Inc January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Access, Project Management, Visio, Outlook, Strategic Planning, Microsoft Word, Customer Service, Research, Training, PowerPoint, Team Building, Budgets, Human Resources, Analysis, Data Analysis, Accounting, Management, Contract Management, Construction, Nonprofits, Program Management, Marketing, Blogging, Social Media, Social Media Marketing, Social, Social Networking, Social Media..., Email Marketing, Time Management, Databases, Leadership, Software Documentation, Art, Fundraising, Event Planning, Advertising, Project Planning
Education
San Diego State University-California State University 2012 — 2013
Marketing and Media
THE NATIONAL CENTER FOR PARALEGAL TRAINING 1991 — 1992
A.B.A, Post
PURDUE UNIVERSITY
Bachelor of Science, Mathematics
Wyoming High School
Catherine Saint-Clair, AAMS's Charles Schwab & Co., Inc. Experience June 2009 - May 2013
Job Financial Paraplanner
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Charles Schwab & Co, Inc. June 2009 - May 2013
Wells Fargo January 2009 - June 2009
GreenPoint Mortgage May 2004 - November 2007
GreenPoint Mortgage June 2001 - April 2004
GreenPoint Mortgage May 1998 - May 2001
Skills
Series 7, Series 66, California Real Estate..., Paralegal Certification, AAMS, Portfolio Management, Uniform Combined State..., Loan Origination, Investments, Finance, Mortgage Lending, Credit, Financial Services, Mutual Funds, Loans, Underwriting, Credit Analysis, Refinance, Banking
Education
College for Financial Planning 2010 — 2010
AAMS, Finance
Kaplan University 2009 — 2009
Series 7 and Series 66
San Francisco State University 1996 — 1998
Paralegal Certification, Legal
University of California, Irvine 1990 — 1994
B.A., Criminology, Law & Society
Ameriprise Financial Services, Inc. March 2014 - Present
Charles Schwab & Co, Inc. June 2009 - May 2013
Wells Fargo January 2009 - June 2009
GreenPoint Mortgage May 2004 - November 2007
GreenPoint Mortgage June 2001 - April 2004
GreenPoint Mortgage May 1998 - May 2001
Skills
Series 7, Series 66, California Real Estate..., Paralegal Certification, AAMS, Portfolio Management, Uniform Combined State..., Loan Origination, Investments, Finance, Mortgage Lending, Credit, Financial Services, Mutual Funds, Loans, Underwriting, Credit Analysis, Refinance, Banking
Education
College for Financial Planning 2010 — 2010
AAMS, Finance
Kaplan University 2009 — 2009
Series 7 and Series 66
San Francisco State University 1996 — 1998
Paralegal Certification, Legal
University of California, Irvine 1990 — 1994
B.A., Criminology, Law & Society
Jonathan Miles, CRPC®, CISP's Charles Schwab & Co., Inc. Experience June 2000 - July 2001
Job Senior Registered Client Services Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
SunTrust Investment Services, Inc. November 2003 - July 2011
Charles Schwab & Co, Inc June 2000 - July 2001
Skills
Retirement Operations, Stock Research, Trading, Account Management, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement Savings, Qualified Retirement..., Estate Planning, Social Security..., Long Term Care Insurance, Stock Trading, Holistic Financial..., Series 63, Series 65, Portfolio Management, Insurance, Investments, Financial Services, Finance, Customer Service, Securities, Leadership, Equities
Education
Interdenominational Theological Center 2011 — 2015
Master of Divinity, Divinity/Ministry
Morehouse College 1996 — 2000
Bachelor of Arts, Finance
University of Maryland 1997 — 1998
Finance, General
Morgan Stanley July 2011 - Present
SunTrust Investment Services, Inc. November 2003 - July 2011
Charles Schwab & Co, Inc June 2000 - July 2001
Skills
Retirement Operations, Stock Research, Trading, Account Management, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Retirement Savings, Qualified Retirement..., Estate Planning, Social Security..., Long Term Care Insurance, Stock Trading, Holistic Financial..., Series 63, Series 65, Portfolio Management, Insurance, Investments, Financial Services, Finance, Customer Service, Securities, Leadership, Equities
Education
Interdenominational Theological Center 2011 — 2015
Master of Divinity, Divinity/Ministry
Morehouse College 1996 — 2000
Bachelor of Arts, Finance
University of Maryland 1997 — 1998
Finance, General
Juan Juan Juan Juan's Charles Schwab & Co., Inc. Experience March 2007 - November 2007
Job UX Analyst at ALLDATA
Industry Internet
Experience
ALLDATA July 2014 - Present
Fanalyze, Inc. March 2010 - Present
Ask Ziggy August 2013 - May 2014
MobileAppWorks May 2009 - July 2013
runtriz January 2012 - June 2013
Crew Dance Movie January 2009 - December 2009
Aerielle, Inc. October 2007 - May 2009
Charles Schwab & Co, Inc. March 2007 - November 2007
Apple September 2006 - March 2007
Mobile Crossing, Inc. November 2005 - December 2006
Skills
SEO, User Experience, Email Marketing, Online Marketing, Web Design, E-commerce, Google Analytics, HTML, CSS, Mobile Design, User Interface Design, Entrepreneurship, PHP, Website Development, WordPress, Mobile Devices, Dreamweaver, Flash, Illustrator, Logo Design, JavaScript, Start-ups, Creative Direction, Marketing Communications, InDesign, Photoshop, Web Marketing, Web Analytics, Marketing, CMS, Adobe Acrobat, SEM, Photography, Mobile Applications, Mobile Marketing, Online Advertising, Business Development, Axure RP, Task Analysis
Education
San Jose State University 1995 — 1999
Bachelor of Science, Marketing
ALLDATA July 2014 - Present
Fanalyze, Inc. March 2010 - Present
Ask Ziggy August 2013 - May 2014
MobileAppWorks May 2009 - July 2013
runtriz January 2012 - June 2013
Crew Dance Movie January 2009 - December 2009
Aerielle, Inc. October 2007 - May 2009
Charles Schwab & Co, Inc. March 2007 - November 2007
Apple September 2006 - March 2007
Mobile Crossing, Inc. November 2005 - December 2006
Skills
SEO, User Experience, Email Marketing, Online Marketing, Web Design, E-commerce, Google Analytics, HTML, CSS, Mobile Design, User Interface Design, Entrepreneurship, PHP, Website Development, WordPress, Mobile Devices, Dreamweaver, Flash, Illustrator, Logo Design, JavaScript, Start-ups, Creative Direction, Marketing Communications, InDesign, Photoshop, Web Marketing, Web Analytics, Marketing, CMS, Adobe Acrobat, SEM, Photography, Mobile Applications, Mobile Marketing, Online Advertising, Business Development, Axure RP, Task Analysis
Education
San Jose State University 1995 — 1999
Bachelor of Science, Marketing
Michael W. Ronistal Michael W. Ronistal's Charles Schwab & Co., Inc. Experience 1991 - 1993
Job Executive Director Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - January 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc 1991 - 1993
Skills
Investments, Wealth Management, Insurance, Investment Banking, Project Management, Series 7, Hedge Funds, New Business Development, Mortgage Lending, Strategic Planning, Private Equity, Trust Services, Securities Lending, Networking
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Finance - Portfolio Management
St. Lawrence University 1979 — 1983
Bachelor's Degree, English
JP Morgan Private Bank March 2011 - Present
Capital One Bank - Capital One Financial Advisors LLC June 2001 - February 2011
GreenPoint Bank - GreenPoint Financial Advisors LLC June 2001 - November 2004
Rafferty Capital Markets LLC October 1999 - January 2001
BISYS/CoreLink Financial 1993 - 1999
Charles Schwab & Co, Inc 1991 - 1993
Skills
Investments, Wealth Management, Insurance, Investment Banking, Project Management, Series 7, Hedge Funds, New Business Development, Mortgage Lending, Strategic Planning, Private Equity, Trust Services, Securities Lending, Networking
Education
Hofstra University 1990 — 1993
Master of Business Administration (M.B.A.), Finance - Portfolio Management
St. Lawrence University 1979 — 1983
Bachelor's Degree, English
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.
Jason R. Escamilla, CFA's Charles Schwab & Co., Inc. Experience 1993 - 1995
Job CEO at ImpactAdvisor LLC
Industry Financial Services
Experience
ImpactAdvisor LLC 2014 - Present
CoachMyVideo 2009 - 2015
Alhambra Capital Advisors 2005 - 2015
Mascot Capital Management, LLC April 2008 - 2009
Joe Feshbach Partners, LLC 2004 - 2005
Curative Health Services, Inc. June 2002 - December 2004
Seneca Capital Management, LLC 1995 - 2000
Charles Schwab & Co, Inc 1993 - 1995
Skills
Start-ups, Investments, Valuation, Portfolio Management, Strategy, Equities, Entrepreneurship, Venture Capital, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Asset Management, Strategic Financial..., Business Strategy, Financial Modeling, Alternative Investments, Investor Relations, Financial Planning, Finance, Corporate Development, Emerging Markets, Analytics, Risk Management, Business Development, Competitive Analysis, Corporate Finance, Options, Google Apps, Investment Management, Asset Allocation, Derivatives, Analysis, Mutual Funds, Trading, Executive Management, Investment Banking, iOS, Mobile Devices, Mobile Applications, Mobile Analytics, Google App Engine, Hedge Funds, Equity Research, Acquisitions, Fixed Income, Market Research, Video Analysis, Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
University of California, Berkeley
BA
ImpactAdvisor LLC 2014 - Present
CoachMyVideo 2009 - 2015
Alhambra Capital Advisors 2005 - 2015
Mascot Capital Management, LLC April 2008 - 2009
Joe Feshbach Partners, LLC 2004 - 2005
Curative Health Services, Inc. June 2002 - December 2004
Seneca Capital Management, LLC 1995 - 2000
Charles Schwab & Co, Inc 1993 - 1995
Skills
Start-ups, Investments, Valuation, Portfolio Management, Strategy, Equities, Entrepreneurship, Venture Capital, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Asset Management, Strategic Financial..., Business Strategy, Financial Modeling, Alternative Investments, Investor Relations, Financial Planning, Finance, Corporate Development, Emerging Markets, Analytics, Risk Management, Business Development, Competitive Analysis, Corporate Finance, Options, Google Apps, Investment Management, Asset Allocation, Derivatives, Analysis, Mutual Funds, Trading, Executive Management, Investment Banking, iOS, Mobile Devices, Mobile Applications, Mobile Analytics, Google App Engine, Hedge Funds, Equity Research, Acquisitions, Fixed Income, Market Research, Video Analysis, Management, Securities
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
University of California, Berkeley
BA
Thomas Evans, CFP®, MS-PFP Thomas Evans, CFP®, MS-PFP's Charles Schwab & Co., Inc. Experience July 1997 - September 2004
Job
Industry Investment Management
Experience
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
TIAA-CREF March 2013 - Present
JNBA Financial Advisors August 2009 - November 2012
SilverOak Wealth Managment December 2004 - August 2009
Charles Schwab & Co, Inc. July 1997 - September 2004
Apollo Derivatives April 1995 - April 1996
Skills
Risk Management, Investment Management, Management Consulting, Options, Strategic Planning, Investments, Portfolio Management, Wealth Management, Financial Planning, Retirement Planning, Estate Planning
Education
College for Financial Planning 2008 — 2009
MS
The University of Chicago 1987 — 1991
BA
Cooper High School 1985 — 1987
Michelle (Weilbach) Bales's Charles Schwab & Co., Inc. Experience January 1999 - January 2002
Job
Industry Financial Services
Experience
RevGen Partners September 2013 - Present
Colorado Athletic Club January 1999 - Present
Experis January 2012 - August 2013
The North Highland Company December 2010 - December 2011
Financial Services Industry September 2010 - November 2010
Credit Union of Colorado August 2009 - August 2010
Wachovia Bank and Wells Fargo Company November 2007 - August 2009
Charles Schwab & Co. February 2002 - March 2007
Charles Schwab & Co, Inc. January 1999 - January 2002
Citigroup Diners Club January 1996 - December 1998
Skills
Process Improvement, Business Process..., Strategy, Change Management, Mentoring, Business Process, Leadership, Integration, Organizational..., SDLC, Management, Risk Management, Call Centers, Project Portfolio..., Program Management, Talent Management, Finance, Human Resources, Training, CRM, Consulting, Mergers & Acquisitions
Education
Regis University 1995 — 1996
MBA
University of Denver
BSBA
RevGen Partners September 2013 - Present
Colorado Athletic Club January 1999 - Present
Experis January 2012 - August 2013
The North Highland Company December 2010 - December 2011
Financial Services Industry September 2010 - November 2010
Credit Union of Colorado August 2009 - August 2010
Wachovia Bank and Wells Fargo Company November 2007 - August 2009
Charles Schwab & Co. February 2002 - March 2007
Charles Schwab & Co, Inc. January 1999 - January 2002
Citigroup Diners Club January 1996 - December 1998
Skills
Process Improvement, Business Process..., Strategy, Change Management, Mentoring, Business Process, Leadership, Integration, Organizational..., SDLC, Management, Risk Management, Call Centers, Project Portfolio..., Program Management, Talent Management, Finance, Human Resources, Training, CRM, Consulting, Mergers & Acquisitions
Education
Regis University 1995 — 1996
MBA
University of Denver
BSBA
Amy Tachoires's Charles Schwab & Co., Inc. Experience December 2001 - November 2004
Job Project Manager at Gap Inc.
Industry Human Resources
Experience
Gap Inc. October 2013 - Present
Gap Inc. April 2012 - October 2013
Gap Inc. July 2009 - March 2012
Gap Inc October 2006 - May 2009
Gap Inc. March 2006 - October 2006
Gap Inc. November 2004 - March 2006
Charles Schwab & Co, Inc December 2001 - November 2004
Charles Schwab & Co, Inc. September 1997 - November 2001
Skills
College Recruiting, Applicant Tracking..., Onboarding, Recruiting, HRIS, Talent Acquisition, Human Resources, Taleo, Talent Management, Workforce Planning
Education
San Francisco State University 2001 — 2003
BA, Psychology
Gap Inc. October 2013 - Present
Gap Inc. April 2012 - October 2013
Gap Inc. July 2009 - March 2012
Gap Inc October 2006 - May 2009
Gap Inc. March 2006 - October 2006
Gap Inc. November 2004 - March 2006
Charles Schwab & Co, Inc December 2001 - November 2004
Charles Schwab & Co, Inc. September 1997 - November 2001
Skills
College Recruiting, Applicant Tracking..., Onboarding, Recruiting, HRIS, Talent Acquisition, Human Resources, Taleo, Talent Management, Workforce Planning
Education
San Francisco State University 2001 — 2003
BA, Psychology
Linda Brandt Galender's Charles Schwab & Co., Inc. Experience 1992 - 1994
Job School Manager at Envision Schools: Impact Academy
Industry Information Technology and Services
Experience
Scholastic Book Fairs 2003 - 2006
Sakura of America, Inc 1999 - 2002
Summation Legal Technologies 1998 - 1999
ICVERIFY 1997 - 1998
Theatrix Interactive 1996 - 1997
Hitachi Data System 1994 - 1996
Charles Schwab & Co, Inc 1992 - 1994
Interlink Computer Sciences 1988 - 1992
Skills
Business Analysis, Program Management, Customer Service, Project Management, Account Management, Leadership, Strategic Planning, Business Development, Public Speaking, Training, Team Building, Sales, Management, Networking, Research
Education
Golden Gate University 1980 — 1984
BS
Scholastic Book Fairs 2003 - 2006
Sakura of America, Inc 1999 - 2002
Summation Legal Technologies 1998 - 1999
ICVERIFY 1997 - 1998
Theatrix Interactive 1996 - 1997
Hitachi Data System 1994 - 1996
Charles Schwab & Co, Inc 1992 - 1994
Interlink Computer Sciences 1988 - 1992
Skills
Business Analysis, Program Management, Customer Service, Project Management, Account Management, Leadership, Strategic Planning, Business Development, Public Speaking, Training, Team Building, Sales, Management, Networking, Research
Education
Golden Gate University 1980 — 1984
BS
Deanna Broom's Charles Schwab & Co., Inc. Experience August 2007 - June 2015
Job HRIS Analyst
Industry Human Resources
Experience
Levi Strauss & Co. June 2015 - Present
Charles Schwab & Co, Inc. August 2007 - June 2015
Health Net January 2006 - July 2007
HRi November 2004 - October 2005
APL August 2002 - July 2004
Aspire Public Schools 2001 - 2002
Kovair 1999 - 2001
Skills
Benefits Administration, HRIS, Microsoft Office, PeopleSoft, Access, Analysis, SDLC, Talent Acquisition, Visio, Human Resources, Project Management, Employee Benefits, Workday, Payroll, Strategy, Talent Management, Vendor Management, Onboarding
Education
Northern Virginia Community College 1992 — 1994
Levi Strauss & Co. June 2015 - Present
Charles Schwab & Co, Inc. August 2007 - June 2015
Health Net January 2006 - July 2007
HRi November 2004 - October 2005
APL August 2002 - July 2004
Aspire Public Schools 2001 - 2002
Kovair 1999 - 2001
Skills
Benefits Administration, HRIS, Microsoft Office, PeopleSoft, Access, Analysis, SDLC, Talent Acquisition, Visio, Human Resources, Project Management, Employee Benefits, Workday, Payroll, Strategy, Talent Management, Vendor Management, Onboarding
Education
Northern Virginia Community College 1992 — 1994
Marjorie Qualey's Charles Schwab & Co., Inc. Experience September 2003 - December 2008
Job Vice President, Product Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Charles Schwab June 2012 - Present
Charles Schwab January 2009 - May 2012
Charles Schwab & Co., Inc. September 2003 - December 2008
Charles Schwab & Co., Inc. October 2000 - September 2003
Charles Schwab & Co, Inc. March 1997 - October 2000
Wells Fargo Bank September 1995 - March 1997
T. Rowe Price February 1991 - August 1993
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Alternative Investments, Investments, Wealth Management, Portfolio Management, Investment Advisory, Product Management, Asset Allocation, Asset Managment, Equities, Securities, Fixed Income, Strategy, Financial Advisory, Retirement, Asset Management
Education
University of Pennsylvania - The Wharton School
MBA, Marketing & Finance
University of North Carolina at Chapel Hill
BA, Economics and International Studies
Leuven, Alicia's Charles Schwab & Co., Inc. Experience Mutual Fund AccountantBank of New York MellonFebruary 2003 - September 2005
Job Relationship Specialist at Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab & Co, Inc. Mutual Fund AccountantBank of New York MellonFebruary 2003 - September 2005
Schwab Institutional November 2000 - February 2003
Education
University of Phoenix 2004 — 2006
MBA, Business
Charles Schwab & Co, Inc. Mutual Fund AccountantBank of New York MellonFebruary 2003 - September 2005
Schwab Institutional November 2000 - February 2003
Education
University of Phoenix 2004 — 2006
MBA, Business
Ernest Rockey's Charles Schwab & Co., Inc. Experience February 1996 - October 2009
Job Investment Counselor at Old Dominion Capital Management, Inc.
Industry Financial Services
Experience
Old Dominion Capital Management, Inc. December 2009 - Present
Charles Schwab & Co, Inc. February 1996 - October 2009
Smith Barney May 1991 - October 1994
Skills
Portfolio Management, Financial Planning
Education
La Salle University 1983 — 1987
Georgetown University - The McDonough School of Business
Certificate, Financial Planning
Old Dominion Capital Management, Inc. December 2009 - Present
Charles Schwab & Co, Inc. February 1996 - October 2009
Smith Barney May 1991 - October 1994
Skills
Portfolio Management, Financial Planning
Education
La Salle University 1983 — 1987
Georgetown University - The McDonough School of Business
Certificate, Financial Planning
Julie Mays's Charles Schwab & Co., Inc. Experience 1999 - 2001
Job Marketing Consultant
Industry Marketing and Advertising
Experience
UrbanSitter August 2012 - June 2013
TD Waterhouse September 2002 - January 2005
Pin USA 2001 - 2002
Charles Schwab & Co, Inc. 1999 - 2001
Charles Schwab 1996 - 1999
Skills
Marketing Strategy, Campaign Management, Project Management, Analytics, Market Analysis, Vendor Management, Financial Services, Social Media Marketing
Education
University of California, Santa Barbara
BA, Law and Society
UrbanSitter August 2012 - June 2013
TD Waterhouse September 2002 - January 2005
Pin USA 2001 - 2002
Charles Schwab & Co, Inc. 1999 - 2001
Charles Schwab 1996 - 1999
Skills
Marketing Strategy, Campaign Management, Project Management, Analytics, Market Analysis, Vendor Management, Financial Services, Social Media Marketing
Education
University of California, Santa Barbara
BA, Law and Society
Joseph Nipper's Charles Schwab & Co., Inc. Experience Network EngineerCyberTrader2001 - Present
Job Sr. Network Engineer at Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab & Co, Inc. Network EngineerCyberTrader2001 - Present
Kerrville Music Festivals 1991 - Present
Samsung Austin Semiconductor 1999 - 2001
Education
University of North Texas 1994 — 1998
Charles Schwab & Co, Inc. Network EngineerCyberTrader2001 - Present
Kerrville Music Festivals 1991 - Present
Samsung Austin Semiconductor 1999 - 2001
Education
University of North Texas 1994 — 1998
Bonnie Revoner's Charles Schwab & Co., Inc. Experience September 1987 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
FINRA Arbitrator January 2007 - Present
Charles Schwab & Co., Inc. September 1987 - January 2002
Charles Schwab & Co, Inc January 1987 - January 2002
Southern College August 1974 - May 1985
Skills
Software Development, Investment Strategies, Investments, Social Media, Data Analysis, Social Networking, Public Relations, Access, Community Outreach, PowerPoint, Editing, Leadership, FINRA, Project Management, Microsoft Office, Technical Writing, Customer Service, Strategic Planning, Insurance, Economics, Coaching, Microsoft Excel, AML, Public Speaking, Newsletters, Research, Legal Research, Business Analysis, Management, Marketing Strategy, Small Business, Credit, Securities, Outlook, Team Building, Microsoft Word, Training, Marketing, Creative Writing, Risk Management, Sales, HAMP, Fixed Income Strategies, Securities Market, Variable Life, Certified Anti-Money..., NYSE, Broker-Dealer
Education
The University of Memphis 1983 — 1985
MA, Political Science; Communications
The University of Memphis
BA; MA, Journalism, Political Science; Communications
FINRA Arbitrator January 2007 - Present
Charles Schwab & Co., Inc. September 1987 - January 2002
Charles Schwab & Co, Inc January 1987 - January 2002
Southern College August 1974 - May 1985
Skills
Software Development, Investment Strategies, Investments, Social Media, Data Analysis, Social Networking, Public Relations, Access, Community Outreach, PowerPoint, Editing, Leadership, FINRA, Project Management, Microsoft Office, Technical Writing, Customer Service, Strategic Planning, Insurance, Economics, Coaching, Microsoft Excel, AML, Public Speaking, Newsletters, Research, Legal Research, Business Analysis, Management, Marketing Strategy, Small Business, Credit, Securities, Outlook, Team Building, Microsoft Word, Training, Marketing, Creative Writing, Risk Management, Sales, HAMP, Fixed Income Strategies, Securities Market, Variable Life, Certified Anti-Money..., NYSE, Broker-Dealer
Education
The University of Memphis 1983 — 1985
MA, Political Science; Communications
The University of Memphis
BA; MA, Journalism, Political Science; Communications
Joseph Trussell's Charles Schwab & Co., Inc. Experience 1995 - 2005
Job Supervisor, Client Services at Broadridge
Industry Financial Services
Experience
Broadridge January 2011 - Present
Matrix Financial Solutions June 2005 - December 2010
Charles Schwab & Co, Inc 1995 - 2005
Skills
Series 24, Series 7, Series 63, Process Improvement, Investments, Financial Analysis, Strategic Planning, Team Building, Customer Service, Securities, mutual funds, 401k, Trust Services, Mutual Funds, Financial Services, Asset Management
Education
Louisiana State University 1988 — 1995
Louisiana State University 1988 — 1995
LCP
Broadridge January 2011 - Present
Matrix Financial Solutions June 2005 - December 2010
Charles Schwab & Co, Inc 1995 - 2005
Skills
Series 24, Series 7, Series 63, Process Improvement, Investments, Financial Analysis, Strategic Planning, Team Building, Customer Service, Securities, mutual funds, 401k, Trust Services, Mutual Funds, Financial Services, Asset Management
Education
Louisiana State University 1988 — 1995
Louisiana State University 1988 — 1995
LCP
Kimberly Funderburg's Charles Schwab & Co., Inc. Experience May 2003 - Present
Job Director, Internal Controls & Reconciliation at Charles Schwab & Co, Inc.
Industry Banking
Experience
Charles Schwab & Co, Inc. May 2003 - Present
Key Bank April 1998 - May 2002
Education
Case Western Reserve University 1993 — 1997
BS, Management Science, Operations Management
Charles Schwab & Co, Inc. May 2003 - Present
Key Bank April 1998 - May 2002
Education
Case Western Reserve University 1993 — 1997
BS, Management Science, Operations Management
Byron Frey, CFP®'s Charles Schwab & Co., Inc. Experience October 1999 - March 2012
Job Wealth Manager at Creative Planning, Inc 6097421350
Industry Financial Services
Experience
Creative Planning Inc. March 2012 - Present
Charles Schwab & Co, Inc. October 1999 - March 2012
Education
College for Financial Planning 1998 — 1999
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics
Certified Financial Planner™
CFP®
Creative Planning Inc. March 2012 - Present
Charles Schwab & Co, Inc. October 1999 - March 2012
Education
College for Financial Planning 1998 — 1999
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics
Certified Financial Planner™
CFP®
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY