Charles Schwab & Company
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Customer service: 1 (866) 855-9102 Headquarters: San Francisco, CA Founded: 1971, California CEO: Walter W Bettinger II
Charles Schwab & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab & Company Employees
Employee
Years
Job
Industry
Jeff Binkley Jeff Binkley's Charles Schwab & Company Experience 1995 - 2008
Job Founder and Managing Director
Industry Investment Management
Experience
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Peggy Marco, JD Peggy Marco, JD's Charles Schwab & Company Experience October 1987 - July 1992
Job Vice President, Marketing Manager, HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management July 1992 - Present
SEI July 1992 - July 2004
Charles Schwab & Company October 1987 - July 1992
Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments
Education
Universtiy of West LA School of Law 1996 — 2000
Doctor of Law (JD)
UCLA 1982 — 1986
Bachelor of Science (BS), Economics and French Literature
HighMark Capital Management July 1992 - Present
SEI July 1992 - July 2004
Charles Schwab & Company October 1987 - July 1992
Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments
Education
Universtiy of West LA School of Law 1996 — 2000
Doctor of Law (JD)
UCLA 1982 — 1986
Bachelor of Science (BS), Economics and French Literature
Fran Svehlak's Charles Schwab & Company Experience January 2003 - January 2006
Job Veterinary Assistant
Industry Financial Services
Experience
Animal Behavior College October 2013 - November 2014
Sheila Gautreaux January 2014 - May 2014
East Bay Recruiting Company of the U.S. Army February 2010 - November 2012
International Cultural Exchange Services January 2010 - July 2011
Isagenix 2009 - 2010
Wells Fargo Bank January 2006 - September 2009
Charles Schwab & Company January 2003 - January 2006
General Reinsurance Corporation January 2001 - January 2003
Qwest Communications January 2000 - January 2001
Diversified Investment Advisors January 1998 - January 2000
Skills
Training, Recruiting, Human Resources, Management, Event Planning, Customer Service, Budgets, Employee Benefits, Vendor Management, Sales, Time Management, Access, Forecasting, Logistics, Editing, Personnel Management, Team Building
Education
Animal Behavior College 2013 — 2014
Certification for Veterinary Assistant program, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
City University of New York-Queens College 1970 — 1975
B.A., Elementary Education
Queens College 1970 — 1975
BA, Elementary Education; Special Education
Queens College 1970 — 1975
Bachelor of Arts (B.A.), Elementary Education and Teaching
Animal Behavior College October 2013 - November 2014
Sheila Gautreaux January 2014 - May 2014
East Bay Recruiting Company of the U.S. Army February 2010 - November 2012
International Cultural Exchange Services January 2010 - July 2011
Isagenix 2009 - 2010
Wells Fargo Bank January 2006 - September 2009
Charles Schwab & Company January 2003 - January 2006
General Reinsurance Corporation January 2001 - January 2003
Qwest Communications January 2000 - January 2001
Diversified Investment Advisors January 1998 - January 2000
Skills
Training, Recruiting, Human Resources, Management, Event Planning, Customer Service, Budgets, Employee Benefits, Vendor Management, Sales, Time Management, Access, Forecasting, Logistics, Editing, Personnel Management, Team Building
Education
Animal Behavior College 2013 — 2014
Certification for Veterinary Assistant program, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
City University of New York-Queens College 1970 — 1975
B.A., Elementary Education
Queens College 1970 — 1975
BA, Elementary Education; Special Education
Queens College 1970 — 1975
Bachelor of Arts (B.A.), Elementary Education and Teaching
Luke Matthews's Charles Schwab & Company Experience July 1998 - December 1999
Job Certified Job Search Coach / Financial Industry Expert
Industry Financial Services
Experience
Challenger, Gray & Christmas, Inc. November 2012 - Present
Illinois Department of Employment Security June 2008 - October 2012
Need To Know News LLC March 2007 - May 2008
Challenger, Gray & Christmas Inc. February 2006 - March 2007
Advantage Futures 2003 - 2006
Allston Trading February 2000 - March 2003
Charles Schwab & Company July 1998 - December 1999
Borsellino Capital Management January 1995 - May 1998
O'Connor & Company February 1992 - January 1995
Dempsey & Company December 1989 - February 1992
Skills
Electronic Trading, Interviews, Employee Benefits, Trading, Financial Services, Public Speaking, Coaching, Social Media, Career Development, Temporary Placement, Job Search, Resume Writing, Leadership, Consulting, Employee Relations, Community Outreach, Analysis, Training, Recruiting, Business Development, Leadership Development, Succession Planning, Strategic Planning, Nonprofits, Talent Acquisition, Strategy, Performance Management, Career Counseling, Program Management, Policy, CRM, Team Building, Fundraising, Executive Coaching, Applicant Tracking..., Staff Development, Program Development, Onboarding, Hiring, Change Management, Human Resources, Management, Organizational..., Sales, Employee Training, Social Networking, Process Improvement, Proposal Writing
Education
Regis College 1968 — 1972
Bachelor of Arts (B.A.), American History
Challenger, Gray & Christmas, Inc. November 2012 - Present
Illinois Department of Employment Security June 2008 - October 2012
Need To Know News LLC March 2007 - May 2008
Challenger, Gray & Christmas Inc. February 2006 - March 2007
Advantage Futures 2003 - 2006
Allston Trading February 2000 - March 2003
Charles Schwab & Company July 1998 - December 1999
Borsellino Capital Management January 1995 - May 1998
O'Connor & Company February 1992 - January 1995
Dempsey & Company December 1989 - February 1992
Skills
Electronic Trading, Interviews, Employee Benefits, Trading, Financial Services, Public Speaking, Coaching, Social Media, Career Development, Temporary Placement, Job Search, Resume Writing, Leadership, Consulting, Employee Relations, Community Outreach, Analysis, Training, Recruiting, Business Development, Leadership Development, Succession Planning, Strategic Planning, Nonprofits, Talent Acquisition, Strategy, Performance Management, Career Counseling, Program Management, Policy, CRM, Team Building, Fundraising, Executive Coaching, Applicant Tracking..., Staff Development, Program Development, Onboarding, Hiring, Change Management, Human Resources, Management, Organizational..., Sales, Employee Training, Social Networking, Process Improvement, Proposal Writing
Education
Regis College 1968 — 1972
Bachelor of Arts (B.A.), American History
Sharain Taylor Sharain Taylor's Charles Schwab & Company Experience 1991 - 2001
Job Financial Advisor, Chartered Retirement Planning Counselor at Parkland Securities, LLC
Industry Financial Services
Experience
Parkland Securities, LLC (formerly Sammons Securities) August 2011 - Present
Waddell & Reed October 2005 - August 2011
JP Morgan Chase Securities 2002 - 2004
Charles Schwab & Company 1991 - 2001
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
Parkland Securities, LLC (formerly Sammons Securities) August 2011 - Present
Waddell & Reed October 2005 - August 2011
JP Morgan Chase Securities 2002 - 2004
Charles Schwab & Company 1991 - 2001
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
The University of Dallas
Master of Business Administration (MBA), Finance and Financial Management Services
Christopher Lawrence Arne Christopher Lawrence Arne's Charles Schwab & Company Experience September 1997 - December 2006
Job Senior Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Wells Fargo Advisors, LLC July 2013 - Present
Wells Fargo Advisors, LLC February 2012 - April 2013
Winter Park Resort November 2011 - February 2012
Sports Authority August 2011 - November 2011
Woodstock Financial Group, Inc. May 2011 - August 2011
Intrawest -- Winter Park Resort March 2011 - May 2011
TIAA-CREF January 2007 - November 2010
CHARLES SCHWAB & COMPANY September 1997 - December 2006
E*Trade Securities April 1996 - September 1997
Skills
Fixed Income, Trading, Investments, Equities, Bonds, Financial Services, Options, Bloomberg Terminal, Securities, Financial Advisory, Bloomberg, Financial Markets, Investment Strategies, Retirement, Mutual Funds, Trading Systems, Capital Markets, Structured Products, Asset Allocation, ETFs, Alternative Investments, Risk Management, Hedge Funds, Valuation, Retirement Planning, Structured Finance, MBS, Commodity, Investment Banking, Electronic Trading, Equity Trading, Credit Derivatives, Hedging, Emerging Markets
Education
University of Colorado Boulder 1993 — 1995
M.A, Economic History
University of Colorado at Boulder 1988 — 1992
B.A., History
Gregory Harnett's Charles Schwab & Company Experience May 2000 - December 2002
Job Owner, Insure and Retire
Industry Financial Services
Experience
Insure and Retire April 2011 - Present
Www.finteacher.com 2010 - Present
Nevada School of Insurance July 2012 - September 2014
National American University March 2007 - November 2013
T Rowe Price Group February 2007 - September 2009
Charles Schwab & Company May 2000 - December 2002
Skills
Microsoft Office, Strategic Planning, Negotiation, Public Speaking, Budgets, Customer Service, Sales, Insurance, Team Building, New Business Development, Sales Management, Marketing, Marketing Strategy, Training, Investments, Fixed Annuities, Finance, Higher Education, Instructional Design, Leadership Development, Life Insurance, Small Business, Health Insurance, Coaching, Retirement Planning, Financial Services, Financial Planning
Education
University of Colorado at Denver 1990 — 1991
Master of Science (M.S.), Management & Organization
LaRoche College 1981 — 1982
Bachelor of Science (B.Sc.), Administration Management
Insure and Retire April 2011 - Present
Www.finteacher.com 2010 - Present
Nevada School of Insurance July 2012 - September 2014
National American University March 2007 - November 2013
T Rowe Price Group February 2007 - September 2009
Charles Schwab & Company May 2000 - December 2002
Skills
Microsoft Office, Strategic Planning, Negotiation, Public Speaking, Budgets, Customer Service, Sales, Insurance, Team Building, New Business Development, Sales Management, Marketing, Marketing Strategy, Training, Investments, Fixed Annuities, Finance, Higher Education, Instructional Design, Leadership Development, Life Insurance, Small Business, Health Insurance, Coaching, Retirement Planning, Financial Services, Financial Planning
Education
University of Colorado at Denver 1990 — 1991
Master of Science (M.S.), Management & Organization
LaRoche College 1981 — 1982
Bachelor of Science (B.Sc.), Administration Management
David K. Lin David K. Lin's Charles Schwab & Company Experience July 1996 - September 2004
Job Delivery Manager at Bank of the West
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - July 2012
Wells Fargo Bank April 2010 - April 2012
MCCANN WORLD GROUP March 2008 - March 2010
FEDERAL HOME LOAN BANK June 2007 - December 2007
ACCENTURE CONSULTING April 2006 - May 2007
GADGET SOURCE, INC November 2004 - January 2006
CHARLES SCHWAB & COMPANY July 1996 - September 2004
Skills
Software Project..., Project Planning, Product Development, Vendor Management, Budgets, SDLC, PMP, Software Development, Project Portfolio..., Program Management, Project Management, PMO, Customer Service, Mobile Devices, Contract Negotiation, Software Documentation, E-commerce, Cross-functional Team..., Scrum, Management, Information Technology
Education
San Francisco State University
B.S, Business Administration, International Business and Marketing
UC Berkeley School of Project Management
Project Managment Certificate
Wells Fargo Bank April 2012 - July 2012
Wells Fargo Bank April 2010 - April 2012
MCCANN WORLD GROUP March 2008 - March 2010
FEDERAL HOME LOAN BANK June 2007 - December 2007
ACCENTURE CONSULTING April 2006 - May 2007
GADGET SOURCE, INC November 2004 - January 2006
CHARLES SCHWAB & COMPANY July 1996 - September 2004
Skills
Software Project..., Project Planning, Product Development, Vendor Management, Budgets, SDLC, PMP, Software Development, Project Portfolio..., Program Management, Project Management, PMO, Customer Service, Mobile Devices, Contract Negotiation, Software Documentation, E-commerce, Cross-functional Team..., Scrum, Management, Information Technology
Education
San Francisco State University
B.S, Business Administration, International Business and Marketing
UC Berkeley School of Project Management
Project Managment Certificate
Paulina Rewooh Paulina Rewooh's Charles Schwab & Company Experience August 1999 - June 2001
Job Assistant Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company April 2008 - March 2011
New York Life Insurance Company April 2007 - March 2008
New York Life Insurance Company September 2005 - April 2007
AIG Royal Alliance October 2004 - September 2005
AIG Royal Alliance July 2003 - October 2004
Merrill Lynch Pierce Fenner & Smith March 2002 - March 2003
Charles Schwab & Company August 1999 - June 2001
Skills
Fixed Annuities, Investments, Call Center, Quality Control, Securities, Series 7, Leadership, Call Centers, Management, Financial Services, Mutual Funds
Education
University of Maryland College Park
History
New York Life Insurance Company March 2011 - Present
New York Life Insurance Company April 2008 - March 2011
New York Life Insurance Company April 2007 - March 2008
New York Life Insurance Company September 2005 - April 2007
AIG Royal Alliance October 2004 - September 2005
AIG Royal Alliance July 2003 - October 2004
Merrill Lynch Pierce Fenner & Smith March 2002 - March 2003
Charles Schwab & Company August 1999 - June 2001
Skills
Fixed Annuities, Investments, Call Center, Quality Control, Securities, Series 7, Leadership, Call Centers, Management, Financial Services, Mutual Funds
Education
University of Maryland College Park
History
Randall S. Wheeler MBA Randall S. Wheeler MBA's Charles Schwab & Company Experience August 1999 - December 2001
Job Investment Management Investor Education
Industry Investment Management
Experience
Carmichael Adventist Church October 2003 - Present
Farmers Insurance District Office 39 June 2011 - March 2012
H & R Blook December 2010 - April 2011
Financial Advocates January 2008 - April 2010
SMITH MOTTINI FINANCIAL ADVISORS, Roseville, California November 2008 - January 2009
SECURIAN FINANCIAL SERVICES, INC. January 2008 - October 2008
Signature Investors Inc. March 2007 - October 2007
NEW ENGLAND FINANCIAL November 2005 - February 2007
E*TRADE Financial August 2002 - August 2005
CHARLES SCHWAB & COMPANY August 1999 - December 2001
Skills
Portfolio Management, Portfolio Optimization, Team Management, Investments, Retirement Planning, Asset Managment, Retirement, 401k, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Planners, Finance, Financial Planning, Asset Management
Education
CFA Institute 2001 — 2016
CFA, Investments and Securities
College Of Financial Planning 1996 — 2014
CFP, Financial Planning and Services
Golden Gate University 1991 — 1995
M.B.A., In a finance with an emphasis in financial planning
Loma Linda University 1985 — 1987
B.B.A, Management
Mountain View Academy 1978 — 1982
H.S. Diploma, College Preparation
Carmichael Adventist Church October 2003 - Present
Farmers Insurance District Office 39 June 2011 - March 2012
H & R Blook December 2010 - April 2011
Financial Advocates January 2008 - April 2010
SMITH MOTTINI FINANCIAL ADVISORS, Roseville, California November 2008 - January 2009
SECURIAN FINANCIAL SERVICES, INC. January 2008 - October 2008
Signature Investors Inc. March 2007 - October 2007
NEW ENGLAND FINANCIAL November 2005 - February 2007
E*TRADE Financial August 2002 - August 2005
CHARLES SCHWAB & COMPANY August 1999 - December 2001
Skills
Portfolio Management, Portfolio Optimization, Team Management, Investments, Retirement Planning, Asset Managment, Retirement, 401k, Strategic Financial..., Estate Planning, Financial Analysis, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Series 63, Financial Planners, Finance, Financial Planning, Asset Management
Education
CFA Institute 2001 — 2016
CFA, Investments and Securities
College Of Financial Planning 1996 — 2014
CFP, Financial Planning and Services
Golden Gate University 1991 — 1995
M.B.A., In a finance with an emphasis in financial planning
Loma Linda University 1985 — 1987
B.B.A, Management
Mountain View Academy 1978 — 1982
H.S. Diploma, College Preparation
William E. Spear's Charles Schwab & Company Experience May 1984 - September 1987
Job Business Development Executive and Playwright
Industry Entertainment
Experience
Two Plus Plus Productions LLC June 2006 - Present
Kohl's Department Stores November 2005 - Present
Office of International Business Development and Protocol; State of New Jersey Department of State November 1998 - Present
Hunterdon Radio Theatre September 1999 - October 2009
Chubb Corporation June 1993 - June 1998
Soaring Eagle Studios September 1991 - June 1993
WDVR-FM 89.7 January 1991 - December 1992
Unisys Corporation May 1989 - September 1991
Charles Schwab & Company May 1984 - September 1987
Skills
Online Advertising, Film, Television, Radio, Business Development, Broadcast, Storytelling, Entertainment, Multimedia, Program Management
Education
College of Saint Elizabeth 1994 — 1998
BS, Business Administration
Union County College
AAS, Computer Science
Two Plus Plus Productions LLC June 2006 - Present
Kohl's Department Stores November 2005 - Present
Office of International Business Development and Protocol; State of New Jersey Department of State November 1998 - Present
Hunterdon Radio Theatre September 1999 - October 2009
Chubb Corporation June 1993 - June 1998
Soaring Eagle Studios September 1991 - June 1993
WDVR-FM 89.7 January 1991 - December 1992
Unisys Corporation May 1989 - September 1991
Charles Schwab & Company May 1984 - September 1987
Skills
Online Advertising, Film, Television, Radio, Business Development, Broadcast, Storytelling, Entertainment, Multimedia, Program Management
Education
College of Saint Elizabeth 1994 — 1998
BS, Business Administration
Union County College
AAS, Computer Science
Michael Faklis Michael Faklis's Charles Schwab & Company Experience March 1989 - August 2000
Job Computer Scientist
Industry Computer Software
Experience
Ohana RRCA January 2003 - Present
Experience Unlimited San Francisco March 2006 - March 2012
GraceWorks January 2006 - December 2011
Pacific IT Pros January 2003 - December 2009
Evolutionary Software Systems March 1979 - June 2006
Access San Francisco October 2004 - January 2006
West Coast Live January 1991 - September 2003
Wells Fargo Bank October 2000 - December 2002
Charles Schwab & Company March 1989 - August 2000
DMR Consulting Group April 1997 - October 1998
Skills
Radio Producing, Live Radio Direction, Television Programming, Cable Television, Television Studio..., Audio Engineering, Audio Post Production, Video, Compilers, SDLC, Security, Testing, Program Management, Visio, Requirements Analysis, Software Engineering, Editing, Business Analysis, Operating Systems, Access, Agile Methodologies, HTML, Networking, Virtual Reality, Project Management, Management, Technical Writing, Research, Entrepreneurship, Unix, Software Project..., Radio Broadcasting, Programming, Microsoft Exchange, Servers, Computer Security, Sound, Process Improvement, SharePoint, Television, JavaScript, Public Speaking, Radio, SQL, Video Production, Software Development, Databases, Perl, Software Documentation, Java
Education
Illinois Institute of Technology 1970 — 1978
Computer Science, Management
Lockport West High School 1967 — 1970
Ohana RRCA January 2003 - Present
Experience Unlimited San Francisco March 2006 - March 2012
GraceWorks January 2006 - December 2011
Pacific IT Pros January 2003 - December 2009
Evolutionary Software Systems March 1979 - June 2006
Access San Francisco October 2004 - January 2006
West Coast Live January 1991 - September 2003
Wells Fargo Bank October 2000 - December 2002
Charles Schwab & Company March 1989 - August 2000
DMR Consulting Group April 1997 - October 1998
Skills
Radio Producing, Live Radio Direction, Television Programming, Cable Television, Television Studio..., Audio Engineering, Audio Post Production, Video, Compilers, SDLC, Security, Testing, Program Management, Visio, Requirements Analysis, Software Engineering, Editing, Business Analysis, Operating Systems, Access, Agile Methodologies, HTML, Networking, Virtual Reality, Project Management, Management, Technical Writing, Research, Entrepreneurship, Unix, Software Project..., Radio Broadcasting, Programming, Microsoft Exchange, Servers, Computer Security, Sound, Process Improvement, SharePoint, Television, JavaScript, Public Speaking, Radio, SQL, Video Production, Software Development, Databases, Perl, Software Documentation, Java
Education
Illinois Institute of Technology 1970 — 1978
Computer Science, Management
Lockport West High School 1967 — 1970
Hamid Minoui Hamid Minoui's Charles Schwab & Company Experience 2004 - 2004
Job
Industry Information Technology and Services
Experience
Exponential Interactive October 2009 - Present
Optimal Strategies, Inc. April 2004 - October 2009
Walmart.com June 2009 - September 2009
Wells Fargo Bank November 2007 - May 2009
Charles Schwab September 2006 - November 2007
Database Specialists (Client SCIF) September 2005 - September 2006
Charles Schwab October 2004 - August 2005
UPS Supply Chain Solutions April 2001 - April 2004
Charles Schwab & Company 2004 - 2004
ePIT August 1999 - January 2001
Skills
Databases, High Availability, PL/SQL, Unix, Data Warehousing, Public Speaking, Database Replication...
Education
Oakland University 1980 — 1981
MS
University of Utah 1978 — 1979
BS
School of Planning and Computer Application
Bachelor of Applied Science (B.A.Sc.)
Exponential Interactive October 2009 - Present
Optimal Strategies, Inc. April 2004 - October 2009
Walmart.com June 2009 - September 2009
Wells Fargo Bank November 2007 - May 2009
Charles Schwab September 2006 - November 2007
Database Specialists (Client SCIF) September 2005 - September 2006
Charles Schwab October 2004 - August 2005
UPS Supply Chain Solutions April 2001 - April 2004
Charles Schwab & Company 2004 - 2004
ePIT August 1999 - January 2001
Skills
Databases, High Availability, PL/SQL, Unix, Data Warehousing, Public Speaking, Database Replication...
Education
Oakland University 1980 — 1981
MS
University of Utah 1978 — 1979
BS
School of Planning and Computer Application
Bachelor of Applied Science (B.A.Sc.)
Joshua Meadows Joshua Meadows's Charles Schwab & Company Experience April 2010 - October 2010
Job Banking Teller Representative at PNC Financial Services
Industry Financial Services
Experience
PNC Bank January 2011 - Present
Charles Schwab & Company April 2010 - October 2010
Xavier University August 2006 - March 2009
Education
Xavier University 2006 — 2010
Bachelor of Arts, Communication Arts
Indiana Wesleyan University
Associates of Science, Liberal Arts
PNC Bank January 2011 - Present
Charles Schwab & Company April 2010 - October 2010
Xavier University August 2006 - March 2009
Education
Xavier University 2006 — 2010
Bachelor of Arts, Communication Arts
Indiana Wesleyan University
Associates of Science, Liberal Arts
Ivete Montes Ivete Montes's Charles Schwab & Company Experience August 2000 - November 2002
Job Keyholder at Indigo Enterprises, LLC.
Industry Food & Beverages
Experience
Nestle Toll House November 2011 - Present
Mercedes Investments March 2011 - October 2011
Flax Art Supply Corporation June 2004 - May 2009
Target December 2003 - June 2004
Charles Schwab & Company August 2000 - November 2002
Skills
Bilingual, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, 10 Key, QuickBooks, Great Plains Software, Budget Process, Conflict Resolution, Team Building, Self-directed Learning
Education
Keller Graduate School of Management of DeVry University 2008 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Phoenix 2000 — 2004
Bachelor of Science (B.S.), Accounting
Valencia Community College 1993 — 1996
Associate of Arts (A.A.), Accounting and Business/Management
Nestle Toll House November 2011 - Present
Mercedes Investments March 2011 - October 2011
Flax Art Supply Corporation June 2004 - May 2009
Target December 2003 - June 2004
Charles Schwab & Company August 2000 - November 2002
Skills
Bilingual, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, 10 Key, QuickBooks, Great Plains Software, Budget Process, Conflict Resolution, Team Building, Self-directed Learning
Education
Keller Graduate School of Management of DeVry University 2008 — 2012
Master of Business Administration (M.B.A.), Accounting and Business/Management
University of Phoenix 2000 — 2004
Bachelor of Science (B.S.), Accounting
Valencia Community College 1993 — 1996
Associate of Arts (A.A.), Accounting and Business/Management
Martin Beard Martin Beard's Charles Schwab & Company Experience February 1999 - June 2004
Job Senior Partner
Industry Financial Services
Experience
Robert Half Accountemps January 2015 - April 2015
Intuit, Inc. January 2013 - February 2014
Intuit January 2006 - October 2012
Intuit January 2006 - October 2012
Charles Schwab & Company February 1999 - June 2004
Skills
Passionate about mining..., Experience using many..., Superior computer..., Ability to handle..., Cheerful attitude under..., Excellent interpersonal..., Stock Valuation, Securities Trading, Debt Financing, Economic Research, Treasury, Priority Setting, Spreadsheets, Budget Monitoring, Adaptability, Communication Skills, Productivity Software, Financial Analysis, Financial Modeling, Software Documentation, Independent Thinking, Standards Compliance, Strategic Financial..., Procedure Design
Education
Kaplan Schweser 2012 — 2015
Chartered Financial Analyst (CFA), Accounting and Finance
The American College 2007 — 2010
Certificate, Financial Planning and Services, ChFC
Certified Financial Planner Board of Standards 2003 — 2007
Certificate, Financial Planning and Services, CFP
Institute of Business & Finance 1996 — 2007
MSFS, Banking, Corporate, Finance, and Securities Law, NA
University of Phoenix 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance, 3.88
George Mason University 1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, NA
Northern Virginia Community College 1983 — 1985
Associate of Science (A.S.), Business Administration, Management and Operations
Robert Half Accountemps January 2015 - April 2015
Intuit, Inc. January 2013 - February 2014
Intuit January 2006 - October 2012
Intuit January 2006 - October 2012
Charles Schwab & Company February 1999 - June 2004
Skills
Passionate about mining..., Experience using many..., Superior computer..., Ability to handle..., Cheerful attitude under..., Excellent interpersonal..., Stock Valuation, Securities Trading, Debt Financing, Economic Research, Treasury, Priority Setting, Spreadsheets, Budget Monitoring, Adaptability, Communication Skills, Productivity Software, Financial Analysis, Financial Modeling, Software Documentation, Independent Thinking, Standards Compliance, Strategic Financial..., Procedure Design
Education
Kaplan Schweser 2012 — 2015
Chartered Financial Analyst (CFA), Accounting and Finance
The American College 2007 — 2010
Certificate, Financial Planning and Services, ChFC
Certified Financial Planner Board of Standards 2003 — 2007
Certificate, Financial Planning and Services, CFP
Institute of Business & Finance 1996 — 2007
MSFS, Banking, Corporate, Finance, and Securities Law, NA
University of Phoenix 2000 — 2002
Master of Business Administration (MBA), Accounting and Finance, 3.88
George Mason University 1986 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, NA
Northern Virginia Community College 1983 — 1985
Associate of Science (A.S.), Business Administration, Management and Operations
Bharat Patel Bharat Patel's Charles Schwab & Company Experience January 1998 - June 2004
Job VP Corporate Infrastructure at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX May 2013 - Present
Causata April 2012 - March 2013
eBay October 2007 - May 2012
StubHub November 2005 - October 2007
Kodak Easyshare Gallery April 2004 - November 2005
Charles Schwab & Company January 1998 - June 2004
Pacific Bell Mobile Services (currently AT&T Wireless) / Bell Communications Research March 1985 - March 1998
Skills
Software, Data Center, IT Operations, Unix, IT Strategy, Business Continuity, Disaster Recovery, High Availability, Network Security, ITIL, Architecture, Mobile Devices, SaaS, Agile Methodologies, Change Management, Software Project..., Project Management, Business Development, Infrastructure, Scalability, Incident Management, Servers, Process Improvement, Enterprise Software, Integration, Vendor Management, E-commerce, Security, Virtualization, Storage, Management, Software Development, Leadership, Product Development, SDLC, IT Service Management, Enterprise Architecture, VMware, Solution Architecture, Telecommunications, Cross-functional Team..., Analytics, Innovation, Distributed Systems
Education
Carnegie Mellon University 1993 — 1993
Advanced Technical Program in Telecommunication & Computer Integration
Fairleigh Dickinson University 1989 — 1992
MBA
California State University-Northridge 1982 — 1985
BSEE
NASDAQ OMX May 2013 - Present
Causata April 2012 - March 2013
eBay October 2007 - May 2012
StubHub November 2005 - October 2007
Kodak Easyshare Gallery April 2004 - November 2005
Charles Schwab & Company January 1998 - June 2004
Pacific Bell Mobile Services (currently AT&T Wireless) / Bell Communications Research March 1985 - March 1998
Skills
Software, Data Center, IT Operations, Unix, IT Strategy, Business Continuity, Disaster Recovery, High Availability, Network Security, ITIL, Architecture, Mobile Devices, SaaS, Agile Methodologies, Change Management, Software Project..., Project Management, Business Development, Infrastructure, Scalability, Incident Management, Servers, Process Improvement, Enterprise Software, Integration, Vendor Management, E-commerce, Security, Virtualization, Storage, Management, Software Development, Leadership, Product Development, SDLC, IT Service Management, Enterprise Architecture, VMware, Solution Architecture, Telecommunications, Cross-functional Team..., Analytics, Innovation, Distributed Systems
Education
Carnegie Mellon University 1993 — 1993
Advanced Technical Program in Telecommunication & Computer Integration
Fairleigh Dickinson University 1989 — 1992
MBA
California State University-Northridge 1982 — 1985
BSEE
Nick Norton Nick Norton's Charles Schwab & Company Experience 2010 - Present
Job Workforce & Strategy Leader for MarketLeading Companies
Industry Financial Services
Experience
Charles Schwab & Company 2010 - Present
Fidelity Private Client Group February 2006 - December 2008
Fidelity Operations & Services Group March 2004 - February 2006
Columbia Management [Liberty Financial] September 1999 - October 2003
Scudder Kemper Investments May 1994 - September 1999
Fidelity Investments June 1986 - May 1994
Skills
Series 24, 63 Licenses, Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Wealth Management, Investments, Securities, Asset Managment, Call Center, Vendor Management, Risk Management, Insurance, Series 9/10, Alternative Investments, Asset Management, Business Process..., Call Centers, FINRA, Leadership, Management, Strategy
Education
Colby College
Bachelor of Arts., Double major: English Literature, American Studies
The Hotchkiss School
Charles Schwab & Company 2010 - Present
Fidelity Private Client Group February 2006 - December 2008
Fidelity Operations & Services Group March 2004 - February 2006
Columbia Management [Liberty Financial] September 1999 - October 2003
Scudder Kemper Investments May 1994 - September 1999
Fidelity Investments June 1986 - May 1994
Skills
Series 24, 63 Licenses, Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management, Wealth Management, Investments, Securities, Asset Managment, Call Center, Vendor Management, Risk Management, Insurance, Series 9/10, Alternative Investments, Asset Management, Business Process..., Call Centers, FINRA, Leadership, Management, Strategy
Education
Colby College
Bachelor of Arts., Double major: English Literature, American Studies
The Hotchkiss School
Mary Jane Abad's Charles Schwab & Company 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
Tom St. John Tom St. John's Charles Schwab & Company Experience February 2008 - July 2009
Job Call Volume Manager at Fidelity Investments
Industry Telecommunications
Experience
Cashmere Floors February 2012 - June 2013
StarTek February 2010 - January 2011
Charles Schwab & Company February 2008 - July 2009
Great-West Life & Assurance January 2005 - March 2007
Charles Schwab & Co. 1999 - 2004
Charles Schwab & Co. 1996 - 1999
Charles Schwab & Co. 1994 - 1996
Charles Schwab & Co. 1992 - 1994
Charles Schwab & Co. 1991 - 1992
Skills
Workforce Management, Call Routing, Call Processing, Resource Management, Staff Scheduling, Account Management, Equity Compensation, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2009
CEP, Certified Equity Professional
Arapahoe Community College
Business Management
Fort Lewis College
Political Science
Cashmere Floors February 2012 - June 2013
StarTek February 2010 - January 2011
Charles Schwab & Company February 2008 - July 2009
Great-West Life & Assurance January 2005 - March 2007
Charles Schwab & Co. 1999 - 2004
Charles Schwab & Co. 1996 - 1999
Charles Schwab & Co. 1994 - 1996
Charles Schwab & Co. 1992 - 1994
Charles Schwab & Co. 1991 - 1992
Skills
Workforce Management, Call Routing, Call Processing, Resource Management, Staff Scheduling, Account Management, Equity Compensation, Project Management
Education
Santa Clara University - Leavey School of Business 2008 — 2009
CEP, Certified Equity Professional
Arapahoe Community College
Business Management
Fort Lewis College
Political Science
Emerson Taymor Emerson Taymor's Charles Schwab & Company Experience June 2007 - August 2007
Job bringing humanity back to software
Industry Internet
Experience
Philosophie Group Inc. 2008 - Present
General Assembly February 2013 - Present
I am Emerson Taymor Productions January 2001 - June 2009
CityQi 2008 - 2009
The Ad Store July 2008 - September 2008
William Burk Inc July 2008 - September 2008
Campus Events Commission August 2006 - June 2008
Charles Schwab & Company June 2007 - August 2007
BuderEngel & Friends July 2005 - September 2005
Skills
Management, Front-end Development, User Interface Design, HTML 5, Front-end, Art Direction, Web Design, InDesign, Graphic Design, Information Architecture, Be Your Own Boss, Advertising, Mobile Applications, User Experience, Start-ups, Web Development, Product Development
Education
University of California, Los Angeles 2005 — 2009
BA, Design Media Arts, Global Studies
SF University High School 2001 — 2005
Philosophie Group Inc. 2008 - Present
General Assembly February 2013 - Present
I am Emerson Taymor Productions January 2001 - June 2009
CityQi 2008 - 2009
The Ad Store July 2008 - September 2008
William Burk Inc July 2008 - September 2008
Campus Events Commission August 2006 - June 2008
Charles Schwab & Company June 2007 - August 2007
BuderEngel & Friends July 2005 - September 2005
Skills
Management, Front-end Development, User Interface Design, HTML 5, Front-end, Art Direction, Web Design, InDesign, Graphic Design, Information Architecture, Be Your Own Boss, Advertising, Mobile Applications, User Experience, Start-ups, Web Development, Product Development
Education
University of California, Los Angeles 2005 — 2009
BA, Design Media Arts, Global Studies
SF University High School 2001 — 2005
Darlene (Yerep) Kingery Darlene (Yerep) Kingery's Charles Schwab & Company Experience August 1984 - July 1988
Job Senior Management/IT Consultant darlenekingery@gmail.com
Industry Information Technology and Services
Experience
Moraga, CA December 1999 - Present
Yerep Systems Inc. March 1990 - December 1999
Triadigm International July 1988 - March 1990
Charles Schwab & Company August 1984 - July 1988
Bechtel October 1980 - August 1984
Ernst & Young July 1978 - October 1980
Skills
Management, Analysis, Team Leadership, Training, Microsoft Office, Business Strategy, Public Speaking, Leadership, Recruiting, Leadership Development, Team Building, Coaching, Healthcare, Strategic Planning, Employee Training, Emotional Intelligence, Cross-functional..., Cross-functional..., Analytic Problem Solving, Fundraising, Website Development, Software Installation, Data Analysis, Software Quality..., Software Documentation, Requirements Analysis, Software Selection, Vendor Rela, Stress Testing, System Architecture, Software Design, Business Systems..., Customer Insight, Web Content, Business Requirements, Business Process Design
Education
Indiana University of Pennsylvania 1974 — 1978
BS, Business Administration (Major Systems Analysis - Minor Accounting)
Moraga, CA December 1999 - Present
Yerep Systems Inc. March 1990 - December 1999
Triadigm International July 1988 - March 1990
Charles Schwab & Company August 1984 - July 1988
Bechtel October 1980 - August 1984
Ernst & Young July 1978 - October 1980
Skills
Management, Analysis, Team Leadership, Training, Microsoft Office, Business Strategy, Public Speaking, Leadership, Recruiting, Leadership Development, Team Building, Coaching, Healthcare, Strategic Planning, Employee Training, Emotional Intelligence, Cross-functional..., Cross-functional..., Analytic Problem Solving, Fundraising, Website Development, Software Installation, Data Analysis, Software Quality..., Software Documentation, Requirements Analysis, Software Selection, Vendor Rela, Stress Testing, System Architecture, Software Design, Business Systems..., Customer Insight, Web Content, Business Requirements, Business Process Design
Education
Indiana University of Pennsylvania 1974 — 1978
BS, Business Administration (Major Systems Analysis - Minor Accounting)
Anne E. Doty Anne E. Doty's Charles Schwab & Company Experience February 2013 - Present
Job Senior Product Manager / New Product Development Professional
Industry Marketing and Advertising
Experience
Charles Schwab & Company February 2013 - Present
Dex One August 2006 - May 2012
Dex One December 2004 - August 2006
Dex One September 2000 - December 2004
Dex One March 1997 - September 2000
El Aguila, Compania de Seguros (part of American Financial Group) August 1994 - June 1996
Windsor Group (part of American Financial Group) August 1986 - June 1994
Skills
Product Development, Start-ups, Cross-functional Team..., Public Speaking, Competitive Analysis, Product Marketing, Product Management, Analytics, Strategic Partnerships, Market Research, Integrated Marketing, Marketing Strategy, Product Evangelism, Technology Evangelist, Channel Readiness, International Product..., Product Concept, New Product Ideas, Market Requirements..., Product Requirement..., User Research, Usability Testing, User Acceptance Testing, Salesforce Training, Concept to Launch, Go-to-market Strategy, Product Adoption, Field Readiness, Road Map, Life-cycle Management, Strategy, Product Launch
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
Colorado College
BA, Economics
Charles Schwab & Company February 2013 - Present
Dex One August 2006 - May 2012
Dex One December 2004 - August 2006
Dex One September 2000 - December 2004
Dex One March 1997 - September 2000
El Aguila, Compania de Seguros (part of American Financial Group) August 1994 - June 1996
Windsor Group (part of American Financial Group) August 1986 - June 1994
Skills
Product Development, Start-ups, Cross-functional Team..., Public Speaking, Competitive Analysis, Product Marketing, Product Management, Analytics, Strategic Partnerships, Market Research, Integrated Marketing, Marketing Strategy, Product Evangelism, Technology Evangelist, Channel Readiness, International Product..., Product Concept, New Product Ideas, Market Requirements..., Product Requirement..., User Research, Usability Testing, User Acceptance Testing, Salesforce Training, Concept to Launch, Go-to-market Strategy, Product Adoption, Field Readiness, Road Map, Life-cycle Management, Strategy, Product Launch
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
Colorado College
BA, Economics
Mark R. Cameron's Charles Schwab & Company Experience May 2012 - Present
Job Vice President/Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab & Company May 2012 - Present
Dallas Symphony Orchestra February 2010 - Present
Merrill Lynch April 2003 - June 2012
American Alzheimers Association -Dallas September 2010 - April 2012
Education
Stephen F. Austin State University 1978 — 1982
Charles Schwab & Company May 2012 - Present
Dallas Symphony Orchestra February 2010 - Present
Merrill Lynch April 2003 - June 2012
American Alzheimers Association -Dallas September 2010 - April 2012
Education
Stephen F. Austin State University 1978 — 1982
Cathy Campbell Cathy Campbell's Charles Schwab & Company Experience June 2002 - Present
Job Director, Diversity& Inclusion at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Company June 2002 - Present
Oracle August 1997 - June 2002
Union Bank of California May 1993 - August 1997
Education
Stanford University 2011 — 2011
Advanced Leadership Program
Mercy High School SF
University of California, Berkeley
BA, Economics
Charles Schwab & Company June 2002 - Present
Oracle August 1997 - June 2002
Union Bank of California May 1993 - August 1997
Education
Stanford University 2011 — 2011
Advanced Leadership Program
Mercy High School SF
University of California, Berkeley
BA, Economics
Jessica Freilich Jessica Freilich's Charles Schwab & Company Experience May 2003 - January 2009
Job Team Lead, Benefit Policy & Design at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente December 2009 - Present
Blue Shield of California June 2009 - November 2009
Charles Schwab & Company May 2003 - January 2009
Wells Fargo Bank 1995 - 2003
Skills
Product Development, Project Management, Product Marketing, Technical Product..., Cross-functional Team..., Vendor Management, Medicare Advantage, Managed Care, Program Management, Process Improvement, Product Management, Management, Leadership, Strategy, Marketing, Financial Services, Insurance, Health Insurance, Business Strategy, Investments, Analytics
Education
University of Phoenix 2006 — 2008
MBA, healthcare management
Ohio University 1978 — 1981
Bachelor of Science in Journalism, Advertising
Kaiser Permanente December 2009 - Present
Blue Shield of California June 2009 - November 2009
Charles Schwab & Company May 2003 - January 2009
Wells Fargo Bank 1995 - 2003
Skills
Product Development, Project Management, Product Marketing, Technical Product..., Cross-functional Team..., Vendor Management, Medicare Advantage, Managed Care, Program Management, Process Improvement, Product Management, Management, Leadership, Strategy, Marketing, Financial Services, Insurance, Health Insurance, Business Strategy, Investments, Analytics
Education
University of Phoenix 2006 — 2008
MBA, healthcare management
Ohio University 1978 — 1981
Bachelor of Science in Journalism, Advertising
Sean McKenzie Sean McKenzie's Charles Schwab & Company Experience 2002 - 2005
Job Financial Consultant at HarleyDavidson Financial Services
Industry Financial Services
Experience
Harley-Davidson Financial Services, Inc September 2005 - Present
Charles Schwab & Company 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Skills
Strategic Planning, New Business Development, Sales Management, Investments, Financial Planning, Business Relationship..., OEM, Negotiation, Financial Analysis, Key Account Management, Business Strategy, Consultative Selling, Sales, Management, Credit, Finance
Education
Lipscomb University 2009 — 2010
Master of Business Administration (MBA)
University of South Florida - College of Business Administration 1996 — 2000
Bachelor's degree, Finance
Harley-Davidson Financial Services, Inc September 2005 - Present
Charles Schwab & Company 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Skills
Strategic Planning, New Business Development, Sales Management, Investments, Financial Planning, Business Relationship..., OEM, Negotiation, Financial Analysis, Key Account Management, Business Strategy, Consultative Selling, Sales, Management, Credit, Finance
Education
Lipscomb University 2009 — 2010
Master of Business Administration (MBA)
University of South Florida - College of Business Administration 1996 — 2000
Bachelor's degree, Finance
Brenton Harris Brenton Harris's Charles Schwab & Company Experience 2000 - 2005
Job Portfolio Consultant, CFP at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. September 2007 - Present
ReMax Achievers 2006 - 2007
Chinook Capital Management 2005 - 2006
Charles Schwab & Company 2000 - 2005
Futures Trader 1998 - 1999
Lind-Waldock and Company 1997 - 1998
Chicago Mercantile Exchange 1996 - 1997
Skills
Certified Financial..., Portfolio Management, Financial Services, Financial Planning, Investments, Financial Analysis, Finance, Financial Modeling, Risk Management, Equities, Valuation, Asset Management, Derivatives, Financial Risk, Financial Markets, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Securities Trading, Trading Strategies, Trading Compliance, Relationship Building, Project Management, Customer Service, Market Analysis, Real Estate, 401K Conversions
Education
University of Arizona 1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Psychology, Sociology
Schwab Private Client Investment Advisory, Inc. September 2007 - Present
ReMax Achievers 2006 - 2007
Chinook Capital Management 2005 - 2006
Charles Schwab & Company 2000 - 2005
Futures Trader 1998 - 1999
Lind-Waldock and Company 1997 - 1998
Chicago Mercantile Exchange 1996 - 1997
Skills
Certified Financial..., Portfolio Management, Financial Services, Financial Planning, Investments, Financial Analysis, Finance, Financial Modeling, Risk Management, Equities, Valuation, Asset Management, Derivatives, Financial Risk, Financial Markets, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Securities Trading, Trading Strategies, Trading Compliance, Relationship Building, Project Management, Customer Service, Market Analysis, Real Estate, 401K Conversions
Education
University of Arizona 1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Psychology, Sociology
Dave Dean's Charles Schwab & Company Experience 1997 - 2002
Job Head of Client Marketing at SIlicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
Silicon Valley Bank 2014 - Present
Pacific Business Advisors 2012 - 2014
Union Bank 2006 - 2012
Charles Schwab 2005 - 2006
Shaklee Corporation 2004 - 2005
Insight Nutrition 2002 - 2004
Charles Schwab & Company 1997 - 2002
Wells Fargo 1989 - 1995
Skills
Leadership, Integrated Marketing, Segmentation, International Marketing, Brand Strategy, Strategic Planning, Marketing Strategy, Strategy, Financial Services, Process Management, Product Management, Marketing, Multi-channel Marketing, Marketing Communications, Digital Media, Direct Marketing, Mobile Marketing, Social Media, Wealth, B2C, Customer Loyalty, Strategic Partnerships, Start-ups, B2B, Corporate Sponsorships, Sponsorship, Entrepreneurship, P&L Accountability, Sales Promotions, Marketing ROI, Business Strategy, Banking, Analytics, Management, Advertising, CRM, Market Research, Finance, Investments, Customer Acquisition, Merchandising Strategies, Custom Publishing, Small Business, Demand Generation, Personal Financial...
Education
San Francisco State University
M.B.A.
Rosalind Franklin University of Medicine and Science
M.S.
University of Massachusetts, Amherst
B.S.
San Francisco State University
Executive Certificate in Financial Planning
Michael J. Howley's Charles Schwab & Company Experience December 1997 - April 2002
Job FeeOnly Financial Advisor helping individuals, small businesses and nonprofits with asset management and planning.
Industry Investment Management
Experience
Meyer Capital Group April 2002 - Present
Charles Schwab & Company December 1997 - April 2002
Brown & Company August 1995 - December 1997
Smith Barney September 1993 - April 1995
Education
Fairleigh Dickinson University-Florham Campus 2006 — 2008
Financial Planning Certification Program
Rutgers University – Camden 1990 — 1992
BS, Mgmt/Finance
Peirce College 1988 — 1990
AS, Management
Meyer Capital Group April 2002 - Present
Charles Schwab & Company December 1997 - April 2002
Brown & Company August 1995 - December 1997
Smith Barney September 1993 - April 1995
Education
Fairleigh Dickinson University-Florham Campus 2006 — 2008
Financial Planning Certification Program
Rutgers University – Camden 1990 — 1992
BS, Mgmt/Finance
Peirce College 1988 — 1990
AS, Management
Jay Miatovich Jay Miatovich's Charles Schwab & Company Experience 1990 - 1991
Job Sr Financial Analyst at Exar Corporation
Industry Semiconductors
Experience
Exar Corporation July 2012 - Present
Intersil 2006 - July 2012
Intersil 2006 - 2006
Intersil 2004 - 2006
Xicor 2000 - 2004
NorthPoint Communications 1999 - 2000
AT&T 1995 - 1999
AT&T 1993 - 1995
AT&T 1991 - 1993
Charles Schwab & Company 1990 - 1991
Skills
Cost Accounting, Variance Analysis, Forecasting, Cross-functional Team..., Financial Analysis, Strategic Financial..., Mergers, Sarbanes-Oxley Act, Financial Modeling, Acquisition Integration, Budget, Auditing, Financial Reporting, PeopleSoft, Cash Management, Business Planning, Competitive Analysis, Strategic Planning, Revenue Recognition, Program Management, Budgets, Analysis, Financial Planning, Mergers & Acquisitions, Finance
Education
Golden Gate University 1982 — 1984
MBA, Finance
University of San Francisco 1977 — 1981
BS, Management Science
Exar Corporation July 2012 - Present
Intersil 2006 - July 2012
Intersil 2006 - 2006
Intersil 2004 - 2006
Xicor 2000 - 2004
NorthPoint Communications 1999 - 2000
AT&T 1995 - 1999
AT&T 1993 - 1995
AT&T 1991 - 1993
Charles Schwab & Company 1990 - 1991
Skills
Cost Accounting, Variance Analysis, Forecasting, Cross-functional Team..., Financial Analysis, Strategic Financial..., Mergers, Sarbanes-Oxley Act, Financial Modeling, Acquisition Integration, Budget, Auditing, Financial Reporting, PeopleSoft, Cash Management, Business Planning, Competitive Analysis, Strategic Planning, Revenue Recognition, Program Management, Budgets, Analysis, Financial Planning, Mergers & Acquisitions, Finance
Education
Golden Gate University 1982 — 1984
MBA, Finance
University of San Francisco 1977 — 1981
BS, Management Science
Paul Krepinski Paul Krepinski's Charles Schwab & Company Experience April 2015 - Present
Job Senior Manager, Supervision and Controls at Charles Schwab & Company
Industry Financial Services
Experience
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Bill Sprys, MBA's Charles Schwab & Company Experience March 2007 - November 2007
Job Residential & Commercial Real Estate Professional
Industry Real Estate
Experience
Success Investment Realty January 2012 - Present
Bank of New York Mellon November 2007 - October 2012
Charles Schwab & Company March 2007 - November 2007
Casino Parties Inc June 2001 - March 2007
Skills
Financial Analysis, Strategic Planning, Valuation, Financial Modeling, Investments, Financial Reporting, Real Estate, Finance, Equities, Portfolio Management, Strategic Financial..., Due Diligence, Asset Management, Bloomberg, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Success Investment Realty January 2012 - Present
Bank of New York Mellon November 2007 - October 2012
Charles Schwab & Company March 2007 - November 2007
Casino Parties Inc June 2001 - March 2007
Skills
Financial Analysis, Strategic Planning, Valuation, Financial Modeling, Investments, Financial Reporting, Real Estate, Finance, Equities, Portfolio Management, Strategic Financial..., Due Diligence, Asset Management, Bloomberg, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Steve Arentzoff Steve Arentzoff's Charles Schwab & Company Experience October 2003 - September 2004
Job Senior Director Demand Generation and Client Strategy at Dealertrack Technologies
Industry Marketing and Advertising
Experience
Dealertrack Technologies January 2014 - Present
Marketing Strategy Group February 2012 - December 2013
thruSocial January 2011 - June 2012
Viglink June 2011 - February 2012
Lead Decisioning Systems February 2007 - June 2011
Reply.com October 2004 - January 2006
Charles Schwab & Company October 2003 - September 2004
Intuit December 2001 - October 2003
Claria August 2000 - September 2001
Wunderman Cato Johnson August 1996 - August 2000
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Management, Marketing, Marketing Automation, Product Strategies, Enterprise Marketing, B2B Marketing, Lead Generation, Customer Acquisition, Advertising, SEO, Product Marketing, Product Management, CRM, Multi-channel Marketing, Brand Development, E-commerce, Brand Management
Education
University of Southern California - Marshall School of Business 1989 — 1991
MBA, Business
CSUN 1982 — 1987
BS, Finance
Dealertrack Technologies January 2014 - Present
Marketing Strategy Group February 2012 - December 2013
thruSocial January 2011 - June 2012
Viglink June 2011 - February 2012
Lead Decisioning Systems February 2007 - June 2011
Reply.com October 2004 - January 2006
Charles Schwab & Company October 2003 - September 2004
Intuit December 2001 - October 2003
Claria August 2000 - September 2001
Wunderman Cato Johnson August 1996 - August 2000
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Management, Marketing, Marketing Automation, Product Strategies, Enterprise Marketing, B2B Marketing, Lead Generation, Customer Acquisition, Advertising, SEO, Product Marketing, Product Management, CRM, Multi-channel Marketing, Brand Development, E-commerce, Brand Management
Education
University of Southern California - Marshall School of Business 1989 — 1991
MBA, Business
CSUN 1982 — 1987
BS, Finance
P.Michael Grubbs's Charles Schwab & Company Experience October 1997 - June 2000
Job VP P&L/ Valuations Manager at Citco Fund Services | MBA | ASQ Six Sigma Black Belt
Industry Financial Services
Experience
Citco Fund Services September 2011 - Present
Citco Fund Services December 2007 - August 2009
Citco Fund Services July 2005 - December 2007
DZ Bank June 2004 - July 2005
Schwab Capital Markets June 2000 - December 2002
Charles Schwab & Company October 1997 - June 2000
Skills
Valuation, Financial Modeling, Derivatives, Options, Hedge Funds, Equities, Financial Statement..., Trading, Financial Risk, Bonds, Mutual Funds, Finance, Financial Markets, Portfolio Management, Equity Research, Risk Management, Alternative Investments, Capital Markets, Bloomberg Terminal, Bloomberg, Fixed Income, Market Risk, Investments, Financial Analysis, Asset Management, Financial Services, Securities, Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration, Finance
Montclair State University 2003 — 2004
Bachelor of Science, Mathematics
Florida Institute of Technology
Northwestern High
Citco Fund Services September 2011 - Present
Citco Fund Services December 2007 - August 2009
Citco Fund Services July 2005 - December 2007
DZ Bank June 2004 - July 2005
Schwab Capital Markets June 2000 - December 2002
Charles Schwab & Company October 1997 - June 2000
Skills
Valuation, Financial Modeling, Derivatives, Options, Hedge Funds, Equities, Financial Statement..., Trading, Financial Risk, Bonds, Mutual Funds, Finance, Financial Markets, Portfolio Management, Equity Research, Risk Management, Alternative Investments, Capital Markets, Bloomberg Terminal, Bloomberg, Fixed Income, Market Risk, Investments, Financial Analysis, Asset Management, Financial Services, Securities, Management
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration, Finance
Montclair State University 2003 — 2004
Bachelor of Science, Mathematics
Florida Institute of Technology
Northwestern High
Tim Laitas, AAMS®'s Charles Schwab & Company Experience December 2008 - February 2012
Job Admissions Representative at Harrison College
Industry Education Management
Experience
Harrison College April 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - February 2015
TD Ameritrade February 2012 - November 2013
Charles Schwab & Company December 2008 - February 2012
Charles Schwab & Company December 2008 - June 2009
ITT Technical Institute June 2005 - December 2008
ITT Technical Institute February 2004 - December 2008
A.R Musical Enterprises January 1996 - February 2003
Education
College for Financial Planning 2010 — 2010
Asset Allocation Management Specialist, Wealth Management and Financial Planning
Indiana State University 1991 — 1997
Bachelor of Science, Business Administration, Music Business, Graphic Design
Harrison College April 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - February 2015
TD Ameritrade February 2012 - November 2013
Charles Schwab & Company December 2008 - February 2012
Charles Schwab & Company December 2008 - June 2009
ITT Technical Institute June 2005 - December 2008
ITT Technical Institute February 2004 - December 2008
A.R Musical Enterprises January 1996 - February 2003
Education
College for Financial Planning 2010 — 2010
Asset Allocation Management Specialist, Wealth Management and Financial Planning
Indiana State University 1991 — 1997
Bachelor of Science, Business Administration, Music Business, Graphic Design
Patrick Trottier M.S., I-O Psy. Patrick Trottier M.S., I-O Psy.'s Charles Schwab & Company Experience 1985 - 1988
Job Sr. Organizational Development, Change Process, Performance Improvement Practitioner
Industry Management Consulting
Experience
The Emergent Group January 2015 - Present
Patrick Trottier and Associates 1997 - Present
Facilitation Plus January 1995 - Present
Corey-Wolfe Associates 1994 - 1997
HR Productivity 1988 - 1993
Charles Schwab & Company 1985 - 1988
Skills
Organizational..., Leadership Development, Organizational Alignment, Organizational Culture, Coaching, Group Facilitation,..., Change Management, Performance Management, Team Building, Conflict Resolution, Management Consulting, Strategic Planning, Strategy Development, Organizational..., Organizational Change, Organizational Design, Process Improvement, Business Strategy, Public Speaking, Team Management, Change Leadership, Employee Engagement, Culture Change, 360 Feedback, Corporate Culture, Organizational..., Problem Solving, Large Group Facilitation, Business Analysis, Analysis, Workforce Planning, Emotional Intelligence, Customer Relations, Process Engineering, Instructional Design, Teaching, Group Problem Solving, Workshop Facilitation, Executive Coaching, Training Delivery, Culture, Mentoring, Personnel Management, Strategy, Management, Talent Management, Strategic Partnerships, Executive Development, Business Transformation, Performance Improvement
Education
San Francisco State University 1980 — 1984
M.S., Industrial-Organizational Psychology
University of Windsor 1972 — 1978
B.A., Psychology (4 year customized program)
The Emergent Group January 2015 - Present
Patrick Trottier and Associates 1997 - Present
Facilitation Plus January 1995 - Present
Corey-Wolfe Associates 1994 - 1997
HR Productivity 1988 - 1993
Charles Schwab & Company 1985 - 1988
Skills
Organizational..., Leadership Development, Organizational Alignment, Organizational Culture, Coaching, Group Facilitation,..., Change Management, Performance Management, Team Building, Conflict Resolution, Management Consulting, Strategic Planning, Strategy Development, Organizational..., Organizational Change, Organizational Design, Process Improvement, Business Strategy, Public Speaking, Team Management, Change Leadership, Employee Engagement, Culture Change, 360 Feedback, Corporate Culture, Organizational..., Problem Solving, Large Group Facilitation, Business Analysis, Analysis, Workforce Planning, Emotional Intelligence, Customer Relations, Process Engineering, Instructional Design, Teaching, Group Problem Solving, Workshop Facilitation, Executive Coaching, Training Delivery, Culture, Mentoring, Personnel Management, Strategy, Management, Talent Management, Strategic Partnerships, Executive Development, Business Transformation, Performance Improvement
Education
San Francisco State University 1980 — 1984
M.S., Industrial-Organizational Psychology
University of Windsor 1972 — 1978
B.A., Psychology (4 year customized program)
Eric Zaruba Eric Zaruba's Charles Schwab & Company Experience October 2009 - March 2012
Job Fidelity Investments
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
Thomas Shovan's Charles Schwab & Company Experience 2005 - 2009
Job Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Columbia Management (Ameriprise Financial) 2011 - 2012
US Trust 2010 - 2011
Charles Schwab & Company 2005 - 2009
Morgan Stanley Dean Witter 2002 - 2005
Deutsche Bank /National Discount Brokers 2000 - 2001
Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...
Education
State University of New York College at Plattsburgh
B.S, Accounting and Business
Ameriprise Financial Services, Inc. 2012 - Present
Columbia Management (Ameriprise Financial) 2011 - 2012
US Trust 2010 - 2011
Charles Schwab & Company 2005 - 2009
Morgan Stanley Dean Witter 2002 - 2005
Deutsche Bank /National Discount Brokers 2000 - 2001
Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...
Education
State University of New York College at Plattsburgh
B.S, Accounting and Business
Jim Grossman Jim Grossman's Charles Schwab & Company Experience May 1992 - Present
Job Senior Team Manager at Charles Schwab & Co, Inc
Industry Financial Services
Experience
Charles Schwab & Company May 1992 - Present
Shearson Lehman Brothers August 1989 - April 1992
Skills
Series 63, Wealth Management, Series 7, Investments, Asset Allocation, Mutual Funds
Education
University of South Florida 1986 — 1991
B.S., Finance
Chamberlain Senior H S 1983 — 1986
Charles Schwab & Company May 1992 - Present
Shearson Lehman Brothers August 1989 - April 1992
Skills
Series 63, Wealth Management, Series 7, Investments, Asset Allocation, Mutual Funds
Education
University of South Florida 1986 — 1991
B.S., Finance
Chamberlain Senior H S 1983 — 1986
Ted Ip Ted Ip's Charles Schwab & Company Experience June 2000 - October 2000
Job Senior Financial Auditor at Comerica Bank
Industry Banking
Experience
Comerica Bank November 2002 - Present
Bayer Pharmaceutical June 2001 - October 2001
Charles Schwab & Company June 2000 - October 2000
Legal Imaging Technologies June 1999 - October 1999
Foundation Health June 1998 - October 1998
Skills
Accounting, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Flow, Financial Statements, Analysis, Banking, Financial Reporting, Management, Financial Analysis, Finance, Sarbanes-Oxley Act, Microsoft Excel
Education
University of California, Davis 1997 — 2002
Bachelor of Science, Managerial Economics (Business)
University of California, Davis 1997 — 2002
Minor, Computing and Information Systems
University of California, Los Angeles 2003 — 2005
Extension, Intermediate Accounting I and II
Comerica Bank November 2002 - Present
Bayer Pharmaceutical June 2001 - October 2001
Charles Schwab & Company June 2000 - October 2000
Legal Imaging Technologies June 1999 - October 1999
Foundation Health June 1998 - October 1998
Skills
Accounting, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Cash Flow, Financial Statements, Analysis, Banking, Financial Reporting, Management, Financial Analysis, Finance, Sarbanes-Oxley Act, Microsoft Excel
Education
University of California, Davis 1997 — 2002
Bachelor of Science, Managerial Economics (Business)
University of California, Davis 1997 — 2002
Minor, Computing and Information Systems
University of California, Los Angeles 2003 — 2005
Extension, Intermediate Accounting I and II
Arvind Sankar Mahadevan PMP Arvind Sankar Mahadevan PMP's Charles Schwab & Company Experience July 2002 - June 2014
Job Salesforce Technical Lead @ HP
Industry Financial Services
Experience
Hewlett-Packard June 2014 - Present
Charles Schwab & Company July 2002 - June 2014
CyberTrader 2002 - 2007
CyberTrader, Inc. (Charles Schwab Corporation) 2002 - 2007
B2B WorkForce Inc November 2001 - June 2002
Siebel Systems 2000 - 2002
Braun Consulting April 2001 - September 2001
Byzan Systems Private Ltd 1998 - 1999
Skills
Integration, Business Intelligence, Software Development, Agile Project Management, Scrum, Business Analysis, SDLC, Java, Siebel, CRM, XML, Testing, Project Management, Agile Methodologies, Informatica, ETL, Web Services, Software Project..., CTI, PMP, JavaScript, Visual Basic, Architectures, Requirements Analysis, Vendor Management
Education
University of Madras 1994 — 1998
B.E
Hewlett-Packard June 2014 - Present
Charles Schwab & Company July 2002 - June 2014
CyberTrader 2002 - 2007
CyberTrader, Inc. (Charles Schwab Corporation) 2002 - 2007
B2B WorkForce Inc November 2001 - June 2002
Siebel Systems 2000 - 2002
Braun Consulting April 2001 - September 2001
Byzan Systems Private Ltd 1998 - 1999
Skills
Integration, Business Intelligence, Software Development, Agile Project Management, Scrum, Business Analysis, SDLC, Java, Siebel, CRM, XML, Testing, Project Management, Agile Methodologies, Informatica, ETL, Web Services, Software Project..., CTI, PMP, JavaScript, Visual Basic, Architectures, Requirements Analysis, Vendor Management
Education
University of Madras 1994 — 1998
B.E
Marc M Simons's Charles Schwab & Company Experience September 1997 - January 2003
Job Financial Analyst at Starwood Vacation Ownership
Industry Leisure, Travel & Tourism
Experience
Starwood Vacation Ownership December 2010 - Present
Cox Communications October 2004 - June 2009
Charles Schwab & Company September 1997 - January 2003
United States Army April 1993 - August 1997
Skills
Essbase, Outlook, Excel, PowerPoint, Word
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Finance
Miami University 1988 — 1992
BA, Political Science, Economics
Starwood Vacation Ownership December 2010 - Present
Cox Communications October 2004 - June 2009
Charles Schwab & Company September 1997 - January 2003
United States Army April 1993 - August 1997
Skills
Essbase, Outlook, Excel, PowerPoint, Word
Education
University of Florida - Warrington College of Business Administration 2003 — 2004
MBA, Finance
Miami University 1988 — 1992
BA, Political Science, Economics
Pete Shipp's Charles Schwab & Company Experience 1993 - 1995
Job Coaching Services at Northwest Evaluation Association
Industry Human Resources
Experience
Northwest Evaluation Association 2014 - Present
Northwest Evaluation Association 2011 - 2014
Mercer 2002 - 2010
Intel Corporation 2001 - 2001
Gardenburger, Inc. 1997 - 2000
Tektronix/Grass Valley Group 1995 - 1997
Charles Schwab & Company 1993 - 1995
The Walt Disney Company 1990 - 1993
The Walters Shipp Group, Inc 1986 - 1990
United Airlines 1985 - 1986
Skills
Performance Management, Employee Relations, Organizational..., Deferred Compensation, Leadership Development, HRIS, Human Resources, Succession Planning, Employee Engagement, Employee Benefits, Onboarding, Executive Coaching, Organizational Design, Change Management, Recruiting, Benefits Administration, Workforce Planning, Talent Acquisition, Coaching, Applicant Tracking..., CRM, FMLA, HR Policies, Management, Mergers, Organizational..., Payroll, Team Building, Technical Recruiting, Training, Leadership
Education
San Francisco State University
B.A., Political Science
Northwest Evaluation Association 2014 - Present
Northwest Evaluation Association 2011 - 2014
Mercer 2002 - 2010
Intel Corporation 2001 - 2001
Gardenburger, Inc. 1997 - 2000
Tektronix/Grass Valley Group 1995 - 1997
Charles Schwab & Company 1993 - 1995
The Walt Disney Company 1990 - 1993
The Walters Shipp Group, Inc 1986 - 1990
United Airlines 1985 - 1986
Skills
Performance Management, Employee Relations, Organizational..., Deferred Compensation, Leadership Development, HRIS, Human Resources, Succession Planning, Employee Engagement, Employee Benefits, Onboarding, Executive Coaching, Organizational Design, Change Management, Recruiting, Benefits Administration, Workforce Planning, Talent Acquisition, Coaching, Applicant Tracking..., CRM, FMLA, HR Policies, Management, Mergers, Organizational..., Payroll, Team Building, Technical Recruiting, Training, Leadership
Education
San Francisco State University
B.A., Political Science
Kerry-Ann Nugent's Charles Schwab & Company Experience 2000 - 2001
Job Financial Concierge at Seaside National Bank & Trust
Industry Banking
Experience
Seaside National Bank & Trust August 2013 - Present
BankFIRST June 2013 - August 2013
BMO HARRIS BANK August 2007 - March 2013
REGIONS BANK 2001 - 2007
CHARLES SCHWAB & COMPANY 2000 - 2001
SunTrust Bank, N.A. 1986 - 2000
Skills
Private Banking, Wealth Management, Cross Selling, Investments, Banking, Portfolio Management, Loans, Finance, Underwriting, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit, Management, Retail Banking
Education
University of Central Florida 2013 — 2015
Interdisciplinary Studies, BS, Business, Health Services Administration
Seminole State College 2000 — 2005
Associate of Arts and Sciences (A.A.S.) & Associate of Arts (AA), Business Administration and Management, General
Seaside National Bank & Trust August 2013 - Present
BankFIRST June 2013 - August 2013
BMO HARRIS BANK August 2007 - March 2013
REGIONS BANK 2001 - 2007
CHARLES SCHWAB & COMPANY 2000 - 2001
SunTrust Bank, N.A. 1986 - 2000
Skills
Private Banking, Wealth Management, Cross Selling, Investments, Banking, Portfolio Management, Loans, Finance, Underwriting, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Credit, Management, Retail Banking
Education
University of Central Florida 2013 — 2015
Interdisciplinary Studies, BS, Business, Health Services Administration
Seminole State College 2000 — 2005
Associate of Arts and Sciences (A.A.S.) & Associate of Arts (AA), Business Administration and Management, General
Peggy Murphy, CMFC®'s Charles Schwab & Company Experience May 1998 - December 2004
Job Senior Vice President Investments at The Mutual Fund Store New Orleans
Industry Investment Management
Experience
The Mutual Fund Store May 2006 - Present
Charles Schwab & Company May 1998 - December 2004
Fulton Breakefield Broenniman 1989 - 1997
FerrisBaker Watts 1985 - 1990
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Portfolio Management, Insurance, Series 65, Series 63, ETFs, Alternative Investments, High Net Worth..., FINRA, Estate Planning, Uniform Combined State..., Finance, Financial Services, Equities
Education
University of Maryland College Park 1981 — 1985
BS, Administration
The Mutual Fund Store May 2006 - Present
Charles Schwab & Company May 1998 - December 2004
Fulton Breakefield Broenniman 1989 - 1997
FerrisBaker Watts 1985 - 1990
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Portfolio Management, Insurance, Series 65, Series 63, ETFs, Alternative Investments, High Net Worth..., FINRA, Estate Planning, Uniform Combined State..., Finance, Financial Services, Equities
Education
University of Maryland College Park 1981 — 1985
BS, Administration
Jeff Naylor's Charles Schwab & Company Experience August 2002 - October 2008
Job Technical Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo/Advantage Technical Resourcing June 2011 - December 2011
Wells Fargo Bank June 2009 - August 2011
Les Schwab Tire Centers November 2008 - April 2009
Charles Schwab & Company August 2002 - October 2008
Charles Schwab April 1997 - November 2001
Creative Leisure April 1993 - March 1995
Bank of America June 1980 - December 1985
Education
University of Vermont 1967 — 1971
BA, Zoology & Chemistry
San Francisco State University
MBA, Finance
Wells Fargo March 2012 - Present
Wells Fargo/Advantage Technical Resourcing June 2011 - December 2011
Wells Fargo Bank June 2009 - August 2011
Les Schwab Tire Centers November 2008 - April 2009
Charles Schwab & Company August 2002 - October 2008
Charles Schwab April 1997 - November 2001
Creative Leisure April 1993 - March 1995
Bank of America June 1980 - December 1985
Education
University of Vermont 1967 — 1971
BA, Zoology & Chemistry
San Francisco State University
MBA, Finance
Karen Cleek's Charles Schwab & Company Experience 1987 - 1994
Job Owner, Karen K. Cleek, CPA
Industry Accounting
Experience
Karen K. Cleek, CPA 2001 - Present
Women.com 2000 - 2001
Karen K. Cleek, Consultant 1998 - 2000
Coopers & Lybrand 1995 - 1998
Charles Schwab & Company 1987 - 1994
Skills
Strategic Planning, Nonprofits, Non-profits, Leadership, Project Management, Accounting, Program Management, Leadership Development, Change Management, Management, Training, Process Improvement, Budgets, Management Consulting
Education
San Francisco State University 2011 — 2011
Certificate, Nonprofit Management
Golden Gate University
Accounting & Taxation
Occidental College
A.B., History
Karen K. Cleek, CPA 2001 - Present
Women.com 2000 - 2001
Karen K. Cleek, Consultant 1998 - 2000
Coopers & Lybrand 1995 - 1998
Charles Schwab & Company 1987 - 1994
Skills
Strategic Planning, Nonprofits, Non-profits, Leadership, Project Management, Accounting, Program Management, Leadership Development, Change Management, Management, Training, Process Improvement, Budgets, Management Consulting
Education
San Francisco State University 2011 — 2011
Certificate, Nonprofit Management
Golden Gate University
Accounting & Taxation
Occidental College
A.B., History
Suzanne Colocado's Charles Schwab & Company Experience 2000 - 2011
Job Travel Writer
Industry Writing and Editing
Experience
CHARLES SCHWAB & COMPANY 2000 - 2011
BIDWELL & COMPANY 1998 - 2000
STATE SENATOR VERNE DUNCAN 1997 - 1997
STATE SENATOR VERNE DUNCAN 1997 - 1997
Skills
International &..., Research, Expense Budgeting, Project Management, Client Relations, Photography, Event Planning &..., Spanish & French..., Public Relations, Budgets, Event Planning, Investments, Creative Problem Solver
Education
American University
Bachelor of Arts, International Relations
Portland State University
Project Management Certificate
CHARLES SCHWAB & COMPANY 2000 - 2011
BIDWELL & COMPANY 1998 - 2000
STATE SENATOR VERNE DUNCAN 1997 - 1997
STATE SENATOR VERNE DUNCAN 1997 - 1997
Skills
International &..., Research, Expense Budgeting, Project Management, Client Relations, Photography, Event Planning &..., Spanish & French..., Public Relations, Budgets, Event Planning, Investments, Creative Problem Solver
Education
American University
Bachelor of Arts, International Relations
Portland State University
Project Management Certificate
Jim Loe's Charles Schwab & Company Experience March 1994 - August 1998
Job Founder & Owner, San Clemente Imports LLC
Industry Retail
Experience
San Clemente Imports LLC July 2013 - Present
SeatonCorp August 2012 - July 2013
M Squared Consulting November 2007 - November 2011
Kemper Mortgage, Inc. January 2005 - November 2007
Loes, Inc. (dba AlphaGraphics) September 1998 - December 2002
Charles Schwab & Company March 1994 - August 1998
Merrill Lynch August 1991 - March 1994
MeraBank January 1983 - July 1991
First United Services, Inc. 1981 - 1983
Skills
Management, Operations Improvement, Human Resources, Banking, Project Management, Business Development, Manufacturing, Recruiting, Start-ups, Sales, Product Management, Production Development, Management Consulting, Team Building, Leadership, New Business Development, Change Management, Training, Marketing Strategy
Education
Arizona State University 1970 — 1973
B.S., Business Management
San Clemente Imports LLC July 2013 - Present
SeatonCorp August 2012 - July 2013
M Squared Consulting November 2007 - November 2011
Kemper Mortgage, Inc. January 2005 - November 2007
Loes, Inc. (dba AlphaGraphics) September 1998 - December 2002
Charles Schwab & Company March 1994 - August 1998
Merrill Lynch August 1991 - March 1994
MeraBank January 1983 - July 1991
First United Services, Inc. 1981 - 1983
Skills
Management, Operations Improvement, Human Resources, Banking, Project Management, Business Development, Manufacturing, Recruiting, Start-ups, Sales, Product Management, Production Development, Management Consulting, Team Building, Leadership, New Business Development, Change Management, Training, Marketing Strategy
Education
Arizona State University 1970 — 1973
B.S., Business Management
Regis Metzger's Charles Schwab & Company Experience January 1998 - January 2003
Job Controller at Chartwells (Higher Education Division)
Industry Accounting
Experience
Chartwells (Higher Education Division) November 2009 - Present
American Medical Management Association July 2006 - October 2009
Washington Mutual Bank July 2005 - July 2006
JPMorganChase Bank March 2004 - February 2005
Charles Schwab & Company January 1998 - January 2003
American Express Financial Advisors January 1997 - January 1998
Skills
Forecasting, Finance, Accounting, Analysis, Management, Account Reconciliation, Leadership, Payroll, Accounts Receivable, Cash Management, Banking, Vendor Management, QuickBooks, Portfolio Management, Strategic Planning
Education
Florida Atlantic University 1989 — 1991
Bachelors, International Business
Florida Atlantic University 1988 — 1991
International Business
Chartwells (Higher Education Division) November 2009 - Present
American Medical Management Association July 2006 - October 2009
Washington Mutual Bank July 2005 - July 2006
JPMorganChase Bank March 2004 - February 2005
Charles Schwab & Company January 1998 - January 2003
American Express Financial Advisors January 1997 - January 1998
Skills
Forecasting, Finance, Accounting, Analysis, Management, Account Reconciliation, Leadership, Payroll, Accounts Receivable, Cash Management, Banking, Vendor Management, QuickBooks, Portfolio Management, Strategic Planning
Education
Florida Atlantic University 1989 — 1991
Bachelors, International Business
Florida Atlantic University 1988 — 1991
International Business
David Halling's Charles Schwab & Company Experience 1989 - 1994
Job Senior Wealth Management Specialist at Alaska Trust Company
Industry Financial Services
Experience
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Ben Hoecherl, CFA's Charles Schwab & Company Experience June 2006 - September 2011
Job Product Manager at Financial Services Company
Industry Financial Services
Experience
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Financial Services Company November 2011 - Present
Merrill Lynch September 2010 - November 2012
CHARLES SCHWAB & COMPANY June 2006 - September 2011
AXA Advisors May 2003 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., New Business Development, Marketing Strategy, CRM, Forecasting, Strategy, Investments, Negotiation, Financial Analysis, Financial Modeling, Strategic Planning, Management, Analysis, Sales
Education
Regis University 2006 — 2008
Masters, MBA Finance and Accounting
University of Utah - David Eccles School of Business 2000 — 2002
Bachelors of Science, Finance
Mars Hill University 1996 — 1998
Elizabeth Stevens Adams's Charles Schwab & Company Experience June 2001 - August 2004
Job Business Owner, The Insightful Organizer
Industry Individual & Family Services
Experience
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
Jillda Hahn's Charles Schwab & Company Experience January 2000 - January 2001
Job at Calex Manufacturing Co., Inc.
Industry Accounting
Experience
Calex Manufacturing Co., Inc. June 2010 - Present
2003-2010Dacra Development Corp October 2003 - January 2011
Wells Fargo Bank January 2001 - January 2003
Charles Schwab & Company January 2000 - January 2001
Safeway Stores Incorporated January 1994 - January 2000
Education
Diablo Valley College
Associate of Arts Degree, Liberal Arts
Miami Dade Community College
Real Estate License
Calex Manufacturing Co., Inc. June 2010 - Present
2003-2010Dacra Development Corp October 2003 - January 2011
Wells Fargo Bank January 2001 - January 2003
Charles Schwab & Company January 2000 - January 2001
Safeway Stores Incorporated January 1994 - January 2000
Education
Diablo Valley College
Associate of Arts Degree, Liberal Arts
Miami Dade Community College
Real Estate License
Ruth Waltrip's Charles Schwab & Company Experience August 1999 - September 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fireman's Fund June 2013 - October 2013
Gap, Inc January 2013 - May 2013
Gap Inc Direct June 2007 - December 2010
Wells Fargo Bank November 2006 - June 2007
California State Automobile Association March 2005 - March 2006
Wells Fargo Bank January 2005 - March 2005
Charles Schwab & Company FTE October 2003 - March 2004
Charles Schwab & Company August 1999 - September 2001
Education
The University of Kansas
BA, Political Science
Fireman's Fund June 2013 - October 2013
Gap, Inc January 2013 - May 2013
Gap Inc Direct June 2007 - December 2010
Wells Fargo Bank November 2006 - June 2007
California State Automobile Association March 2005 - March 2006
Wells Fargo Bank January 2005 - March 2005
Charles Schwab & Company FTE October 2003 - March 2004
Charles Schwab & Company August 1999 - September 2001
Education
The University of Kansas
BA, Political Science
Brannan Walker's Charles Schwab & Company Experience May 1999 - June 2002
Job Looking for new opportunities in Bluffton, SC.
Industry Capital Markets
Experience
Wells Fargo January 2009 - May 2012
McCranie & Associates June 2005 - January 2009
Florida Department of Revenue December 2002 - June 2005
Charles Schwab & Company May 1999 - June 2002
Education
Jacksonville University 1994 — 1996
MBA, Business/Finance
Wells Fargo January 2009 - May 2012
McCranie & Associates June 2005 - January 2009
Florida Department of Revenue December 2002 - June 2005
Charles Schwab & Company May 1999 - June 2002
Education
Jacksonville University 1994 — 1996
MBA, Business/Finance
Nicole Bridges Gittens's Charles Schwab & Company Experience January 2013 - Present
Job Nicole Bridges Gittens
Industry Investment Management
Experience
Charles Schwab & Company January 2013 - Present
USAA Investment Management Co. April 2009 - December 2010
Wachovia, A Wells Fargo Company March 2008 - April 2009
Bank of America August 2004 - March 2009
Charles Schwab & Company September 2003 - November 2004
Charles Schwab & Company November 1999 - August 2004
Riggs & Company April 1999 - October 1999
Capital Management, Inc February 1995 - April 1999
Capital Management, Inc. February 1995 - April 1999
Education
Notre Dame of Maryland University 1988 — 1992
BA, Finance
Notre Dame of Maryland University
Bachelor of Arts, Business/Finance
Charles Schwab & Company January 2013 - Present
USAA Investment Management Co. April 2009 - December 2010
Wachovia, A Wells Fargo Company March 2008 - April 2009
Bank of America August 2004 - March 2009
Charles Schwab & Company September 2003 - November 2004
Charles Schwab & Company November 1999 - August 2004
Riggs & Company April 1999 - October 1999
Capital Management, Inc February 1995 - April 1999
Capital Management, Inc. February 1995 - April 1999
Education
Notre Dame of Maryland University 1988 — 1992
BA, Finance
Notre Dame of Maryland University
Bachelor of Arts, Business/Finance
Timothy Marcantonio's Charles Schwab & Company Experience June 2004 - May 2007
Job Associate Director at Newedge
Industry Banking
Experience
Société Générale January 2015 - Present
Newedge December 2014 - Present
Credit Agricole CIB March 2010 - June 2012
Merrill Lynch June 2007 - February 2010
Charles Schwab & Company June 2004 - May 2007
Skills
Bloomberg, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Securities, Macroeconomics, Series 7, Statistics
Education
Duke University 2000 — 2004
B. A., Economics
Duke University May 2004
Bachelor of Arts, Economics
Société Générale January 2015 - Present
Newedge December 2014 - Present
Credit Agricole CIB March 2010 - June 2012
Merrill Lynch June 2007 - February 2010
Charles Schwab & Company June 2004 - May 2007
Skills
Bloomberg, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, Securities, Macroeconomics, Series 7, Statistics
Education
Duke University 2000 — 2004
B. A., Economics
Duke University May 2004
Bachelor of Arts, Economics
Stephen Z. Mahoney's Charles Schwab & Company Experience October 2005 - January 2012
Job Founder & CEO
Industry Executive Office
Experience
Mahoney Design & Improvement January 2013 - Present
Trilogy Financial Services August 2012 - Present
Charles Schwab & Company October 2005 - January 2012
Crawford & Company March 1996 - July 2005
Skills
Financial Planning, Wealth Management, Advice, Mutual Funds, Retirement Planning, Fixed Annuities, Insurance, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Retirement, Investment Management, Equities, Securities, Risk Management, Series 7, Series 63, IRAs, Wealth Management..., 401k, ETFs, Alternative Investments, 401k Rollovers, Series 6, Bonds, High Net Worth..., Wealth Accumulation, Variable Annuities, Economics, Personal Financial..., Life Insurance, Roth IRA, Options, Separately Managed..., Long-term Care, Hedge Funds, Long Term Care Insurance, Financial Markets, Disability Insurance, Retirement Plan..., Stocks, Equity Trading, Equity Research, Capital Markets, Private Banking
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
University of Arkansas at Little Rock 1990 — 1995
BBA, Finance
Mahoney Design & Improvement January 2013 - Present
Trilogy Financial Services August 2012 - Present
Charles Schwab & Company October 2005 - January 2012
Crawford & Company March 1996 - July 2005
Skills
Financial Planning, Wealth Management, Advice, Mutual Funds, Retirement Planning, Fixed Annuities, Insurance, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Retirement, Investment Management, Equities, Securities, Risk Management, Series 7, Series 63, IRAs, Wealth Management..., 401k, ETFs, Alternative Investments, 401k Rollovers, Series 6, Bonds, High Net Worth..., Wealth Accumulation, Variable Annuities, Economics, Personal Financial..., Life Insurance, Roth IRA, Options, Separately Managed..., Long-term Care, Hedge Funds, Long Term Care Insurance, Financial Markets, Disability Insurance, Retirement Plan..., Stocks, Equity Trading, Equity Research, Capital Markets, Private Banking
Education
College for Financial Planning 2008 — 2008
AAMS, Asset Management
University of Arkansas at Little Rock 1990 — 1995
BBA, Finance
Dan Boeding's Charles Schwab & Company Experience January 1995 - January 1998
Job Senior Territory Business Manager, Neuroscience Division at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 2003 - Present
Neuroscience Specialty January 2003 - Present
Cardiovascular/Infectious Disease T.B.M January 2002 - January 2003
Everett Charles Technologies January 2000 - January 2002
Bristol Myers Squibb Company January 1998 - January 2000
Charles Schwab January 1997 - January 1998
Charles Schwab & Company January 1995 - January 1998
SF/Denver January 1995 - January 1997
Skills
Pharmaceutical Industry, Product Launch, Sales Effectiveness, New Business Development, Leadership, Cardiology, Sales, Sales Operations, Key Account Management, Food & Beverage, International Relations, Strategy, Tax Preparation, Pharmaceutical Sales, Managed Care, Account Management, Neurology, Hospital Sales
Education
University of Iowa
Bachelor of Business Administration, Finance
Bristol-Myers Squibb June 2003 - Present
Neuroscience Specialty January 2003 - Present
Cardiovascular/Infectious Disease T.B.M January 2002 - January 2003
Everett Charles Technologies January 2000 - January 2002
Bristol Myers Squibb Company January 1998 - January 2000
Charles Schwab January 1997 - January 1998
Charles Schwab & Company January 1995 - January 1998
SF/Denver January 1995 - January 1997
Skills
Pharmaceutical Industry, Product Launch, Sales Effectiveness, New Business Development, Leadership, Cardiology, Sales, Sales Operations, Key Account Management, Food & Beverage, International Relations, Strategy, Tax Preparation, Pharmaceutical Sales, Managed Care, Account Management, Neurology, Hospital Sales
Education
University of Iowa
Bachelor of Business Administration, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.